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The Good Morning Report – 3rd March 2026

Posted on March 3, 2026

5 Things that Grabbed my Attention

1. Trump plans on taking control of Iran’s very rich OIL fields – just like what he has pulled off in Venezuela….Iran is definitely not a cake walk by any stretch but the market is reasonably confident of his success as OIL only rallied 8% while many were thinking prices would spike above US$100.

2. I think SILVER miners are going to outperform SILVER by a large margin in this next phase….Therefore I’m recommending trimming back ETPMAG and rolling into SLVM – the newly listed Global Silver Miners ETF….All accounts need to have a strong allocation in SLVM as these SILVER miners are going to get treated like Unicorns by the market. (See random observation for chart)

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