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Hi Guys

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Hi gents,
Appreciate your views that gold will consolidate around these levels – do you think then, this is an opportunity to buy? And if so, would you buy GOLD ETF or GDX to gain exposure? Cheers for all!

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I’m looking to sell half of my PLS shares and invest the profit into AI stocks. Any recommendations?

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Hi guys after reading your report today about ai and supporting the companies that are the picks and shovels of the ai revolution im wondering if you have come across the global x etf asx code ainf? This is an interesting etf that has companies that support the infrastructure of ai and includes copper, energy like uranium etc which will all be needed in increasing amounts to support the ai revolution
What are your thoughts on this etf
Thanks
Tony

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Please tell me if I’ve got this straight because I am still concerned despite your reassurances:
US Govt debt is $38 Trillion. Interest on the debt is $1.22 Trillion.
Trump’s Tariff revenue (which he states is paying down the debt) is a mere $200 Billion.
Even if it reaches his projected $1 Trillion it won’t even cover the interest.
Yet rumours are that he intends to print $4.5 Trillion.
And he is also toying with handing out $1,000 – $2,000 ‘dividends’ to everyone.
Is this as ludicrous a fiscal scenario as I think it is and where else could the US economy end up but in recession and wouldn’t we follow?

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I would like your opinion on the following shares – ABX, NXM and AAJ. Thanks Ray

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Is it time to enter Wisetech ? Pro and Con ? “We continue to believe WTC is a world-class business, and we will consider averaging our position around the $90 area.”

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Private Credit

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Dear James and Team

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Hi James
Thoughts on Japan and Japan facing ETFs. Enjoying the reports, always look forward to the Weekend Q & A
Cheers
Phil

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