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The Good Morning Report – 4th of April 2025

Posted on April 4, 2025

5 Things that Grabbed my Attention

1. PRECIOUS METALS, COPPER, ENERGY and a bunch of CRITICAL MINERALS have been given an exemption from Trump’s tariffs….Huge quantities of metals were pouring into America in what most thought was to front run the tariffs – so with the tariffs not being applied there could be a risk that most of the metal gets dumped back on the market sending prices a fair bit lower…unless…Trump wants the vast quantities of metal for an American strategic reserve…..Important to note that we own exposure to the stuff that got all the exemptions, which is exactly what you want to be invested in…we need to ride the volatility.

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