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SHARESIES · MARKET MOVEMENTS · Jacki Neumann, Head of Capital Markets at Sharesies Note: Filmed Monday 7 September ↑ WHAT'S UP The NZX 50 gained 1.5%, while US indices held their ground with the S&P 500 up 0.1% and the Nasdaq up 0.4%. Dell was the tech sector’s star, jumping almost 16% on record AI server orders of US$61 billion and a US$25 billion lift to full-year revenue guidance. ↓ WHAT'S DOWN The ASX 200 fell 1%, dragged partly by a string of index heavyweights trading ex-dividend, including CSL, Brambles, and BlueScope, while Corporate Travel Management plunged over 80% as trading resumed after a long halt, and Broadcom slipped close to 3% on a cautious near-term forecast. ! BIGGEST SURPRISES Bond yields surged to multi-decade highs in multiple markets: Australian 10-year yields hitting 5.2% (their highest since 2011), UK Gilts at 5.2% and Japanese JGBs breaching 3% for the first time in 30 years. At home, Q2 GDP growth of 2.1% ran above the economy's sustainable speed limit, lifting the odds of a September RBA hike to around 70%. ◎ WHAT TO WATCH It's a quieter week, with US markets shut for Labor Day before all eyes turn to Friday's US August CPI, the key input ahead of the Fed's next decision. In Australia, Tuesday brings Westpac Consumer Sentiment, NAB Business Confidence and speeches from two RBA officials. ◈ BIGGER PICTURE We’re seeing a global repricing of interest rate risk, as re-escalating Middle East tensions push oil back up and stoke inflation fears from Sydney to Tokyo. Central banks are pulling in different directions, with the RBNZ hiking but softening its tone, the RBA now odds-on to move, and the Fed facing mixed signals. Next week's US CPI could prove decisive for where rates head from here. Disclaimer: Sharesies Market Movements is brought to you by Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) in Australia and Sharesies Limited (NZ) in New Zealand. This video is general market commentary and educational in nature. It is not financial advice and does not take into account your personal objectives, financial situation or needs. Information is current at the time of recording and may be subject to change. We do not provide recommendations and nothing in this video should be taken as a recommendation to buy or sell any financial product. Investing involves risk. You might lose the money you start with. Past performance is not indicative of future performance. If you require personal financial advice, you should consider speaking with a qualified financial adviser. Our disclosure documents and terms and conditions, including a Target Market Determination and IDPS Guide for Sharesies Australian customers, are available on our relevant Australian or NZ website.See omnystudio.com/listener for privacy information.
Reporting season is over, and Peter Switzer starts with the CEO of a company he thinks is on the upside.First, William Elliott, Managing Director and Chief Executive Officer of CAR Group, on the result he says makes a fifth consecutive year of double digit growth, why the share price has not followed, and the international business he thinks the market underestimates. Then Diana Mousina, Deputy Chief Economist at AMP, on whether the RBA hikes this month, what falling house prices are doing to spending, and where she sees shares over the next 12 months. Then Charlie Aitken, Group Investment Director at Regal Partners, on the divide between global and domestic earners, the Commonwealth Bank, CSL, Pro Medicus, BHP and the case for owning commodities. Finally Michael Gable, Managing Director and founder of Fairmont Equities, on the charts for the Commonwealth Bank, BHP, Xero, Pilbara Minerals, Zip and his own top pick.Get a 21-day free trial of the Switzer Report - switzerreport.com.au/subscribeorSubscribe to the free Switzer Daily newsletter - https://switzer.com.au/subscribeThe Switzer Show airs live each Monday at 7pm AEST on switzer.com.au/tv, plus stream on Spotify and Apple Podcasts.
Click here for registration and more information!Support the showPodcast Meet and Greet October 8Confessional Languages ScholarshipThe Wauwatosa Diary (book)YouTubeWebsite email: thelutheranhistorypodcast@gmail.comAbout the Host:Benjamin Phelps is a 2014 graduate from Martin Luther College (BA with a German emphasis) and a graduate from Wisconsin Lutheran Seminary in 2018. Ben has been a regular writer and presenter on various Lutheran history topics. His 2018 thesis on Wyneken won the John Harrison Ness award and the Abdel Ross Wentz prize. He is also the recipient of several awards and recognitions from the Concordia Historical Institute. He serves on the board of the Lutheran Historical Conference. Ben is currently a doctoral candidate in historical theology through CSL.
The ASX 200 closed 37 points lower at 9,128 (0.4%) after a strong start was ambushed by a higher-than-expected CPI number this morning. What looked like a good day all round turned into a negative one, with results also weighing on the market and some high-profile companies disappointing.Banks continue to wallow, with CBA down 1.0% and the Big Bank Basket falling to $264.50 (0.4%). MQG was a standout, up 0.3%, but insurers gave back some of yesterday's gains, with QBE down 1.1% and IAG down 1.2%. GQG fell 7.0% as it went ex-dividend today.Industrials slid, with some of the healthcare stocks giving back some of the gains of recent times. CSL was down 0.7%, while PME also fell 3.2%. Tech stocks were also on the nose today, led lower by WTC, which fell 10.1% on disappointing results, while XRO also fell more than 5.6%. DTL gave back some of its recent gains, falling 5.4%, and the All-Tech Index was also lower. TLS eased back 2.6%, while retail was mixed after good results from LOV, with WES rising 0.7%. WOW also had a good day after promising results, up 3.4%, while COL kicked again on broker upgrades.In resources, BHP eased slightly, while RIO was up a little. Gold miners continued to enjoy the gains, with PRU one of the best performers, up 9.5%. We also saw a rise in SFR, up 6.0%, while PLS managed a good rise today after yesterday's falls.Oil and gas stocks eased back, with WDS down 3.3%, while uranium stocks were better, with PDN up 5.1%.In corporate news, CTT rallied 16.7% on its results, NEU is paying its first dividend, DMP was sold down again after further writedowns, CBA agreed to a $249m settlement of a class action, and LOV delivered a strong result. There were plenty of casualties on results today, including DRO, which fell 11.0% on lower margins, while FLT dropped 7.4% and INA also fell hard on a takeover of PPC.Asian markets were mixed, with Japan up 0.7%, Hong Kong up 0.6%, China up 0.8%, Kopsi up 0.4%, and US futures were drifting lower ahead of Nvidia and PCE data., with the Dow up 4 points and the Nasdaq down 68. PCE data tonight. European futures pushing slightly ahead. Marcus Today – Daily Market Insights Marcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise. If you'd like to go further: Start a free 14-day trial of Marcus Today http://bit.ly/mt-trial-podcast Join Marcus Today Use code MTPODCAST for 10% off http://bit.ly/mt-join-podcast-offer MT20 – Managed ETF Portfolio A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing. http://bit.ly/mt20-podcast Principles – How We Think About Investing A short video series on timing, behaviour, and decision-making. No stock tips. http://bit.ly/mt-principles-podcast — Disclaimer This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.
The ASX 200 rose 62 points today to 9,165 as the banks rebounded, with CBA slightly higher and NAB up 0.6%. The Big Bank Basket rose to $266.31 (0.3%). We also saw gains in other financials, with SUN bouncing hard, up 8.0%, and IAG also doing well. MQG had a good day, up 1.7%, and we saw ZIP also doing well, together with AMP. The REITs were slightly mixed, with GMG up but SCG down 2.5% and VCX down 2.7%.Industrials were better today, with a slight rebound in retail stocks as JBH rose 1.9% and LOV also having a good day, with WOW up 0.8% and COL doing well on the back of its results. Meanwhile, tech stocks bounced, with XRO up 2.6% and WTC adding to recent gains, with others in the tech space rallying too. Healthcare was once again in favour, with CSL pushing up another 2.7% and RMD up 1.7%, although PME dropped 1.5%.Resources were a little mixed today, although BHP continued to hit record highs, up 0.8%. RIO was also doing well. Gold miners were slightly mixed, with the bullion price pushing a little higher and EVN up 1.0%. Lithium stocks were a little depressed today, with PLS falling hard after a good run yesterday and LTR also falling 8.7%.Oil and gas stocks eased, with both WDS and STO falling 1.4%. Once again, we have seen increased interest in uranium stocks, with PDN up 2.2% and DYL up 5.6%.In corporate news today, AZJ rose 1.6% after announcing a $250m buyback. ARB strutted its stuff, up 13.9% on better numbers. COL jumped after net profit rose only 1%. SDR plunged 11.0% on its results, while EOS jumped 23.0% higher on better-than-expected numbers and MND fell 12.0% after its numbers missed expectations. NAN was also in the doghouse as it missed expectations, falling 17.1%.Asian markets were mixed, with Japan up 0.3%, Hong Kong down 0.3%, China down 0.1%, Kopsi up 0.4%, and US futures were narrowly firmer, with the Dow down 6 points and the Nasdaq up 120. PCE data today. European futures pushing ahead. Marcus Today – Daily Market Insights Marcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise. If you'd like to go further: Start a free 14-day trial of Marcus Today http://bit.ly/mt-trial-podcast Join Marcus Today Use code MTPODCAST for 10% off http://bit.ly/mt-join-podcast-offer MT20 – Managed ETF Portfolio A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing. http://bit.ly/mt20-podcast Principles – How We Think About Investing A short video series on timing, behaviour, and decision-making. No stock tips. http://bit.ly/mt-principles-podcast — Disclaimer This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.
SHARESIES · MARKET MOVEMENTS · 24 AUGUST 2026Jacki Neumann, Head of Capital Markets at Sharesies Note: Filmed Monday 24 August ↑ WHAT’S UP — The materials sector outperformed the broader ASX, rising 5.6%: BHP's underlying profit jumped 30%, with copper overtaking iron ore as its biggest earnings contributor for the first time, while Evolution Mining rallied over 16%. Healthcare climbed more than 9% driven by CSL and Cochlear, and the NZX 50 bucked the global trend to add 0.9%. ↓ WHAT'S DOWN US stocks fell under the weight of bond yields, with the S&P 500 down 1.4% and the Nasdaq 2%. The ASX 200 slipped 0.6%, with local losses led by banks. NAB dropped 7.7% and the sector fell 5.5% after home loan applications slid 15%, while JB Hi-Fi lost over 10%. ! BIGGEST SURPRISES Bond yields were the big story. The 30-year US Treasury yield pushed above 5.3% for the first time since 2007 and the 10-year near 4.7% as national debt topped US$40 trillion for the first time. The Treasury's expanded buybacks to ease the pressure didn’t hold, with yields retracing most of their decline by week's end. ◎ WHAT TO WATCH New Fed Chair Kevin Warsh gives his first keynote on Thursday, while Nvidia's results land Wednesday and Australian reporting rolls on with Coles, Woolworths, Wesfarmers and Qantas. On the data front, RBA minutes are due Tuesday and Australian July CPI Wednesday, alongside key US inflation and GDP prints mid-week. ◈ BIGGER PICTURE Attention is turning to climbing long-dated US yields, with fiscal concerns and sticky inflation pressuring equities even as the Treasury tries to intervene. Down under, reporting season shows a divergence on the ASX: a cooling housing market weighing on banks, while the miners and biotech CSL rise. With rising unemployment but consumers gaining confidence on the RBA's hold, Australia sends mixed signals heading into a pivotal week. Disclaimer: Sharesies Market Movements is brought to you by Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) in Australia and Sharesies Limited (NZ) in New Zealand. This video is general market commentary and educational in nature. It is not financial advice and does not take into account your personal objectives, financial situation or needs. Information is current at the time of recording and may be subject to change. We do not provide recommendations and nothing in this video should be taken as a recommendation to buy or sell any financial product. Investing involves risk. You might lose the money you start with. Past performance is not indicative of future performance. If you require personal financial advice, you should consider speaking with a qualified financial adviser. Our disclosure documents and terms and conditions, including a Target Market Determination and IDPS Guide for Sharesies Australian customers, are available on our relevant Australian or NZ website. See omnystudio.com/listener for privacy information.
The ASX 200 rose 44 points today to 9103 (0.5%), as once again we saw resources push ahead. The big Australian BHP hit a new record high today, up 3.0%, as the market continues to warm to the copper story and passive flows stoke the fires. Elsewhere, we saw good results from PLS ignite the lithium space, up 7.9%, with LTR up 4.3% and MIN up 4.2%. Even S32 had a good day, rising 3.7%, and the gold miners were firm yet again, with NST up 1.8% and NEM up 2.4%. Not all resources rose, as we did see the oil and gas space give up some recent gains, with WDS down 0.9% and STO down 1.8 %. However, uranium stocks had a good session, with PDN up 10.6%.Industrials had a mixed day, with utilities easing. Tech stocks rose, with WTC up 2.7% and XRO up 2.0%, but retail was mixed, as JBH fell 1.1% and KGN stumbled following its recent results announcement. Once again, the banks were under pressure, with CBA down 0.7% and NAB down 0.4%, with other financials mixed. The Big Bank Basket fell to $265.49 (-0.6%). MQG eased 0.2%, while insurers fell, with QBE going ex-dividend. Healthcare stocks were marginally better, with CSL up 0.5% and PME up 1.0%.Plenty of corporate news around today, with RPL falling 2.8% after its founder announced plans to retire. EVT climbed 8.9% after it said it was exploring a sale of non core assets. ABY was certainly in the eye of the beholder after a turnaround, while VGN was unchanged, despite news of a private equity sell-down. There were some casualties today, with results from EDV falling 4.7%, while NHF dropped 9.1% after a fall in full year net profit.Nothing of note on the local economic front today. Asian markets were mixed, with Japan up 0.2%, Kospi down 3.1%, Hong Kong down 2%, China down 0.9%, and US futures were weaker, with the Dow down 42 points and the Nasdaq down 229. Yields back in focus.Marcus Today – Daily Market Insights Marcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise. If you'd like to go further: Start a free 14-day trial of Marcus Today http://bit.ly/mt-trial-podcast Join Marcus Today Use code MTPODCAST for 10% off http://bit.ly/mt-join-podcast-offer MT20 – Managed ETF Portfolio A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing. http://bit.ly/mt20-podcast Principles – How We Think About Investing A short video series on timing, behaviour, and decision-making. No stock tips. http://bit.ly/mt-principles-podcast — Disclaimer This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.
The ASX 200 ended a long week of results down 25 points at 9,059, or 0.3%. The index down 0.7% this week. It has been a long week for the market, and some of the gains from previous sessions were reversed today. The banking sector found its feet, with the Big Bank Basket rising to $267.12 (0.5%), led by CBA, up 1.0%. Insurers also bounced following yesterday's drubbing, with QBE up 2.9%, SUN up 1.1%, and MPL also having a good day, up 5.1%. Industrials were generally weaker across the board, with WES down 2.3%, JBH falling 1.4%, and QAN also under pressure, down 1.2%. The supermarkets drifted lower too. Healthcare came under pressure, with CSL falling 1.7% and PME also down 7.0%. Technology stocks gave back some of their gains from previous sessions, with XRO down 0.3% and WTC falling 2.0%. MP1 continued to flop following its capital raise, while NXT also slipped slightly.Resources were mixed, with BHP down 0.9%, while RIO headed in the opposite direction, rising 1.4%. Gold miners regained their footing and pushed a little higher, with GMD up 3.9% and RMS posting a modest gain. PLS also had a good day, up 5.0%, while MIN, IGO and LTR all performed well. Coal and uranium stocks were slightly firmer, while the oil and gas sector was somewhat mixed.In corporate news, GYG delivered better-than-expected results, rallying 11.4%, while TPG also performed well following its results. On the M&A front, EQT rose 9.3% on the back of a rival bid from BGH Capital, while it looks like the SDF deal has been signed, with the stock in suspension until next week. Some notable fallers on corporate news included ING, DGT and CHC, all of which came under pressure following their results.Nothing of note on the local economic front today. Asian markets were mixed, with Japan down 0.5%, Hong Kong up 0.7%, China up 0.6%, and US futures were narrowly firmer, with the Dow up 22 points and the Nasdaq up 48. European markets poised to open better. Marcus Today – Daily Market Insights Marcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise. If you'd like to go further: Start a free 14-day trial of Marcus Today http://bit.ly/mt-trial-podcast Join Marcus Today Use code MTPODCAST for 10% off http://bit.ly/mt-join-podcast-offer MT20 – Managed ETF Portfolio A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing. http://bit.ly/mt20-podcast Principles – How We Think About Investing A short video series on timing, behaviour, and decision-making. No stock tips. http://bit.ly/mt-principles-podcast — Disclaimer This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.
Good morning from Pharma Daily: the podcast that brings you the most important developments in the pharmaceutical and biotech world. Today, we're diving into recent strides made in scientific research, regulatory landscapes, and market dynamics that are shaping the future of healthcare. Starting with a significant breakthrough in cancer treatment, Merck & Co. and Moderna have reported promising results from their Phase 3 melanoma trial. Their investigational mRNA-based vaccine, intismeran autogene, when paired with Keytruda, has shown a substantial reduction in melanoma recurrence risk. This combination exemplifies the growing role of mRNA technology in oncology, moving beyond its initial success with infectious diseases. The synergy between mRNA platforms and immune checkpoint inhibitors like Keytruda underscores a pivotal shift in cancer therapeutics, potentially transforming treatment paradigms with more targeted and personalized approaches. On the regulatory front, Heidi Overton's nomination as the new FDA Commissioner marks a critical juncture for the agency. Her leadership could bring fresh perspectives to drug approval processes at a time when swift regulatory actions are essential to bring innovative therapies to market. This shift in FDA leadership is expected to influence the speed and efficiency with which new treatments reach patients, highlighting the agency's evolving role in balancing innovation with safety. In Singapore, GSK's Blenrep has received approval for use in combination therapies targeting relapsed or refractory multiple myeloma. This antibody-drug conjugate specifically targets the BCMA protein on myeloma cells, offering new hope for patients who have exhausted conventional treatment options. The approval exemplifies ongoing advancements in targeted therapies aimed at improving outcomes for complex cancers. The industry is also witnessing strategic collaborations that could reshape clinical trial access and efficiency. Merck & Co.'s partnership with Sarah Cannon Research Institute aims to enhance community-based oncology trials through the Accelero model, democratizing access to cutting-edge cancer therapies. By bringing trials closer to patients, this initiative could accelerate data collection and recruitment efforts, ultimately benefiting patient outcomes. In manufacturing advancements, Genprex's collaboration with an undisclosed CDMO to scale up its AAV-based diabetes gene therapy production is noteworthy. This partnership is crucial for advancing gene therapy solutions targeting chronic diseases like diabetes, offering potential long-term treatment efficacy through innovative therapeutic platforms. Financially, CSL has experienced a resurgence following increased demand for immunoglobulin products, resulting in stronger-than-expected revenue figures. This rebound highlights the resilience of plasma-derived therapies and signals growing market demand amid fluctuating global health challenges. PitchBook's prediction of a resurgence in biotech venture capital funding further underscores the sector's dynamic nature. This anticipated investment influx is likely to drive demand for CDMOs specializing in cell and gene therapy manufacturing over the next few quarters, reinforcing the industry's growth trajectory. In clinical trial news, Enveda's ENV-308 has successfully cleared its Phase 1 safety trial for obesity management by targeting appetite suppression pathways involving GLP-1 and lac-phe mechanisms. As it progresses to Phase 2 trials, this novel approach represents a significant advancement in addressing metabolic disorders through innovative therapeutic avenues. Conversely, regulatory setbacks continue to challenge manufacturers. Aurobindo's Eugia unit received an FDA warning letter over sterile manufacturing violations, emphasizing the importance of maintaining stringent quality standards within pharmaceutical production processes. Overall, these developments highlight a dynamic industry poised at the intersection of scientific innovation and regulatory evolution. The implications for patient care are profound as new therapies emerge with enhanced efficacy and safety profiles across various disease spectrums. Continuous collaboration between industry players and regulatory bodies remains vital to sustaining momentum and ensuring groundbreaking treatments efficiently reach those in need. That's it for today's briefing on Pharma Daily. Stay tuned as we continue to track these developments and more within this ever-evolving landscape of pharmaceutical and biotech industries. Stay informed and stay ahead!Support the show
In this new HAE Speaks Podcast series, Tony (HAEA CEO & Chairman of the Board) sits down with Tom Groeling, Executive Director of Specialty Franchise at CSL.Together, they discuss CSL's long-standing commitment to the HAE community and the company's vision for advancing care. The conversation also explores CSL's HAE therapies, ANDEMBRY® and HAEGARDA®, and provides an overview of their intended use, key features, and available support programs.Note: This podcast is for educational purposes only and is not meant to provide medical advice. The HAEA is company- and product-neutral. We don't endorse specific therapies and we don't compare products. Treatment comparisons and selection are the sole responsibility of people with HAE and their physicians.Sponsored By: CSL
The ASX 200 rose 30 points to 9,084 (0.3%), although early gains petered out as the banking sector once again came under pressure. The Big Bank Basket fell to $265.70 . CBA was down 2.7%, ANZ fell 1.6%, and the insurance sector was also faring badly, with QBE down 3.9%, SUN down 2.3%, and MPL, which reported today, down 6.4%.Other financials did better, with ASX up 0.3% and ZIP having a cracker of a day, up 18.2%, on better-than-anticipated results. REITs also rose as yields came off on the back of intervention in the US Treasury market, with VCX up 3.2% and SGP up 2.4%, although GMG fell 1.5% following its results.Healthcare was once again a sector in the green, with CSL pushing ahead 2.8% and RMD also up 2.8%, while PME did well, rising 3.6%. We saw gains in the technology sector too, with XRO up 2.4% and WTC bouncing back from yesterday's big sell-off to rise 9.1%. Other tech stocks also rose, with CDA having a cracker of a day, hitting record highs and rising 12.4%. MP1 announced another capital raising and fell 5.1%. Retail stocks were generally better, following some good results, with LOV up x%.The big gains, though, were in the resources sector, with BHP up 3.2%, RIO up 1.8%, and the gold miners doing very well on the back of the explosion in the bullion price. NST rose 6.2%, EVN gained10.2%, with copper still trading close to record highs. GMD also rose 10.3%, while lithium stocks were slightly firmer, as were uranium stocks.In corporate news, IEL plunged 20.7% after a slump in net profit and an 11% drop in revenue. SUL surged 15.1% after beating expectations, while MPL fell hard after membership growth slowed. BXB slipped slightly after its pallets business was affected by the World Cup, while MGH had a good day, rising 9.0%, with profits beating expectations. On the economic front, jobs fell by 15,800 in July following an upwards revision to 80,200 workers for June. The unemployment rate rose to 4.5%. Asian markets were better, with Japan up 1.4%, Hong Kong up 1.2%, China flat, and US futures were narrowly mixed, with the Dow up 18 points and the Nasdaq up 103. European markets poised to open better. Gold flying.Marcus Today – Daily Market InsightsMarcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise.If you'd like to go further:Start a free 14-day trial of Marcus Today http://bit.ly/mt-trial-podcastJoin Marcus Today Use code MTPODCAST for 10% off http://bit.ly/mt-join-podcast-offerMT20 – Managed ETF Portfolio A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing. http://bit.ly/mt20-podcastPrinciples – How We Think About Investing A short video series on timing, behaviour, and decision-making. No stock tips. http://bit.ly/mt-principles-podcast—Disclaimer This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.
Data centres are swallowing an ever-bigger share of the world's electricity, and communities are starting to push back. Bryce & Ren unpack what rising resistance to AI infrastructure means for investors, why long-term borrowing costs are flashing an inflation warning, and the latest results from A2 Milk, JB Hi-Fi & CSL. Then Pimp My Portfolio returns, with Owen Rask reviewing Vishal's 40-plus-stock portfolio and digging into concentration, selling discipline and what it really takes to let your winners run.00:00 Data centres face a growing backlash01:32 FinFest is 10 weeks away04:17 Data centres, power demand & opposition10:18 Rising borrowing costs and sticky inflation13:25 Reporting season: A2 Milk, JB Hi-Fi and CSL19:27 Anthropic's staggering revenue growth21:00 Pimp My Portfolio returns24:11 Concentration, selling & letting winners runStocks & ETFs Mentioned: A2 Milk (ASX: A2M), JB Hi-Fi (ASX: JBH), CSL (ASX: CSL), Commonwealth Bank (ASX: CBA), REA Group (ASX: REA), CAR Group (ASX: CAR), Southern Cross Electrical Engineering (ASX: SXE), Alphabet (NASDAQ: GOOGL), Catalyst Pharmaceuticals (NASDAQ: CPRX), Scorpio Tankers (NYSE: STNG), Chubb (NYSE: CB), iShares Semiconductor ETF (NASDAQ: SOXX), Berkshire Hathaway (NYSE: BRK.B), Maas Group (ASX: MGH), Pro Medicus (ASX: PME), BHP (ASX: BHP), General Electric (NYSE: GE), Micron Technology (NASDAQ: MU), Microsoft (NASDAQ: MSFT), Nvidia (NASDAQ: NVDA), Netflix (NASDAQ: NFLX)Grab your FinFest tickets today: https://www.finfest.live/———Want to get involved in the podcast? Record a voice note or send us a messageAnd come and join the conversation in the Equity Mates Facebook Discussion Group.———Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we've got you covered.Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)We're particularly excited to share our latest show: Basis PointsListen to the podcast (Apple | Spotify)Watch on YouTubeRead the monthly email———Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRResearch reports from Good ResearchTrack your portfolio with Sharesight———This podcast is intended for education and entertainment purposes only. Any advice is general advice and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If unsure, speak to a financial professional. The host of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares Group but maintains editorial independence and operates under Australian Financial Services licence 540697. Hosted on Acast. See acast.com/privacy for more information.
The ASX 200 fell 3pts to 9,070 in a day dominated by results, with the two biggest contributors to the positive move being BHP, up 2.7%, and CSL, which knocked it out of the park, rising 17.3%.The market was generally soggy across the board, with few exceptions, mainly focused on companies delivering results that beat expectations. The banks once again came under pressure, with CBA down1.4% and MQG falling 2.0%, while REITs also came under pressure as bond yields remained elevated.Elsewhere in the industrials, WES dropped 0.7% and TLS fell 1.5%, while both WOW and COL were also in the doghouse. The tech sector was mixed, with WTC rising 2.6% and XRO gaining 0.8%, although TNE fell. Healthcare was the standout sector, with CSL beating expectations and investors happy to believe the company is finally back on track/ COH also had a good day following its results, rising 7.6%.In resources, it was largely a day of rest, except BHP, which shot the lights out on the back of its increasingly buoyant copper focus, rising 2.7% following its results and an increase in the dividend. RIO fell 0.6%, while FMG was relatively unchanged. Lithium stocks gave back some recent gains, while gold miners also came under a little pressure, with EVN down 1.7% and NST falling 3.1%. Oil and gas stocks edged higher, with WDS and STO both better. Uranium stocks also continued their recent recovery, with PDN up 1.8% and BMN rising 4.7%.Corporate news was, unsurprisingly, dominated by results and takeover activity. PME performed well following its results, while RWC was in focus following a bid from Brookfield, rising 24.7%. Canadian gold miner OceanaGold also launched a bid for AUC, sending the shares up 24.4%. EML Payments dived17.1%, despite shrinking its full-year net loss to $19.7m. SGM tumbled 11.0%, despite net profit more than tripling in FY26 to $289.1m. EQT jumped 21.6% on news that US private equity group TPG Global had made a $657.9m takeover bid. HUB lost 7.3% after reporting a full-year net profit of $120.2m, beating analyst expectations. Meanwhile, CGF rose 6.5% after flagging a $450m buyback, a special 1.5c dividend and reporting a net profit of $506m.Nothing on the economic front.Asian markets were mixed, with Japan down 2.1%, Hong Kong down 0.5%, China down 0.8%, and US futures were narrowly mixed, with the Dow down 114 points and the Nasdaq down 288. European markets poised to open lower. Yields rising across the globe. Gold down $21.Marcus Today – Daily Market InsightsMarcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise.If you'd like to go further:Start a free 14-day trial of Marcus Today http://bit.ly/mt-trial-podcastJoin Marcus Today Use code MTPODCAST for 10% off http://bit.ly/mt-join-podcast-offerMT20 – Managed ETF Portfolio A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing. http://bit.ly/mt20-podcastPrinciples – How We Think About Investing A short video series on timing, behaviour, and decision-making. No stock tips. http://bit.ly/mt-principles-podcast—Disclaimer This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.
CSL shares soar back to life as its profit and outlook exceed expectations, another big winner on the stock market is medical imaging growth stock Pro Medicus. Plus, Chief Executive Nick Hamilton joins the program.See omnystudio.com/listener for privacy information.
Wednesday 19 August 2026 Copper becomes the driving force for BHP and healthcare giant CSL claims it is back in the game. The federal government does deals to push through its gambling, NDIS and widow tax legislation Three different takeover bids were made yesterday in the manufacturing, mining and financial services sectors Commonwealth Bank expands its loyalty points beyond credit cards A badly stuffed fox head, which turned out to be a Tasmanian Tiger, sells at auction for $118,000 Hit follow on the podcast so you don’t miss the latest news, and join our free daily newsletter here. And don’t miss the latest episode of How Do They Afford That? - ten purchases that actually save you money. Get the episode from Apple, Spotify or anywhere you listen to podcasts.Find out more: https://fearandgreed.com.au/See omnystudio.com/listener for privacy information.
Wednesday 19 August 2026 The top five business stories in five minutes, with Sean Aylmer and Michael Thompson. BHP, CSL boom results Canberra deal frenzy Three takeover bids yesterday CBA expands loyalty points Tasmanian Tiger auction Hit follow on the podcast so you don’t miss the latest news Join our free daily newsletter here And don’t miss the latest episode of How Do They Afford That? - ten purchases that actually save you money. Get the episode from Apple, Spotify or anywhere you listen to podcasts.Support the show: http://fearandgreed.com.au/See omnystudio.com/listener for privacy information.
SHARESIES · MARKET MOVEMENTS · 17 AUGUST 2026Jacki Neumann, Head of Capital Markets at Sharesies Note: Filmed Monday 17 August ↑ WHAT’S UP — US markets saw slight gains, with the S&P 500 up 0.4% and the Nasdaq up 0.2%, while the NZX 50 added 0.2%. Super Micro jumped 19% on an earnings beat and upbeat guidance, and Commonwealth Bank posted a record annual cash profit of $10.98 billion, up 7%. ↓ WHAT'S DOWN — The ASX 200 fell 1.6%, dragged by financials: Westpac lost almost 6% after a 20% drop in mortgage applications, while Suncorp's and IAG's profits fell 44% and 25% respectively. In the US, solid numbers didn't prevent declines, with RocketLab down about 7%, Cisco 5% and AST SpaceMobile 4% despite reporting record or fast-growing revenue. ! BIGGEST SURPRISES — The RBA held at 4.35% but Governor Bullock struck a hawkish tone, refusing to rule out further hikes on inflation concerns. In contrast, US core CPI eased to a multi-year low of 2.5% and core PPI slowed to 4.2%, cutting the odds of a September Fed hike to 28%. ◎ WHAT TO WATCH — Australian earnings ramp up, with NAB's update rounding out the big four banks and results due from JB Hi-Fi, BHP, Fortescue, CSL and Cochlear among others. The FOMC's July minutes land Wednesday and Australia's July unemployment rate follows on Thursday. ◈ BIGGER PICTURE — Australian bank earnings showed resilience but growing exposure to a cooling housing market. In the US, AI and space infrastructure investments stalled despite strong revenue growth, with investors zeroing in on losses, margins, and execution risks. Meanwhile, a hawkish RBA is still weighing hikes just as softening US inflation nudges the Fed the other way. Disclaimer: Sharesies Market Movements is brought to you by Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) in Australia and Sharesies Limited (NZ) in New Zealand. This video is general market commentary and educational in nature. It is not financial advice and does not take into account your personal objectives, financial situation or needs. Information is current at the time of recording and may be subject to change. We do not provide recommendations and nothing in this video should be taken as a recommendation to buy or sell any financial product. Investing involves risk. You might lose the money you start with. Past performance is not indicative of future performance. If you require personal financial advice, you should consider speaking with a qualified financial adviser. Our disclosure documents and terms and conditions, including a Target Market Determination and IDPS Guide for Sharesies Australian customers, are available on our relevant Australian or NZ website.See omnystudio.com/listener for privacy information.
The Australian share market fell for a fourth consecutive session on Monday, though remains on track for its fifth consecutive month of gains. A weak consumer spending trend emerged as major earnings disappointed, with retailer JB HiFi plunging after flagging softer July sales. Banking results continued to pressure the financials sector, while materials recovered earlier losses. Tomorrow brings major results from BHP and CSL, among many others, setting up a crucial week for profit season. Steve Daghlian and Laura Besarati are Market Analysts at CommSec. Each episode, they break down the day's market movements and explain what the numbers really mean. Check out our Market News page Follow us on:InstagramLinkedInYouTubeTikTok The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.See omnystudio.com/listener for privacy information.
The ASX is poised to open lower as earnings season hits top gear, with heavyweight results from BHP, CSL, Pro Medicus and Cochlear in focus. Wall Street dipped overnight as stalled Iran peace talks pushed oil prices higher and fuelled fresh inflation concerns. Plus, why Australia’s $12.4 trillion property market continues to dwarf shares and superannuation. James Gruber, Equity Market Strategist at CommSec takes you through all the key numbers. Check out our Market News page Follow us on:InstagramLinkedInYouTubeTikTok The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.See omnystudio.com/listener for privacy information.
The ASX 200 dropped 42 points to 9073 (-0.5%) as once again, the banking sector disappointed, with NAB's results pointing to challenges ahead. The stock fell 4.6%, while ANZ gave back some of last week's gains, falling 2.6%. The Big Bank Basket was down to $277.41 (-1.8%). Financials were generally weaker, with SOL down 1.9%, MQG down 0.5%, and ASX giving back some recent gains. Insurers also slipped, with QBE down1.8% and SUN down 5.1%. REITs came under pressure as bond yields rose, with SCG down 0.8% and SGP down 3.0%.Industrials were generally weaker, with the retail sector leading the market lower. JBH fell 12.3% following underwhelming results, while WES lost 4.4% and HVN also fell 4.6%. Technology stocks were mixed, with WTC down 2.6%, while XRO managed to rise 0.8%. We also saw some profit-taking in healthcare, with CSL down 1.4% and RMD falling 1.3%.Holding the market together was the resource sector, with BHP rallying 1.4% ahead of tomorrow's results. The gold sector also performed well as bullion held onto its recent gains, with EVN up 5.2% and NST gaining 3.0%. BSL slipped slightly following its results, while the lithium sector was better again, with PLS the standout, up 4.5%.Oil and gas stocks also edged higher, while buyers returned once again to the uranium sector, with PDN up 4.2%.In corporate news, IRE failed to impress despite a lift to profits. Falling 11.6%. AD8 had a great day, up 11.0%, after revealing an underlying loss, with LLC falling 11.2% as it swung to a net loss of $749m in 2026. In economic news, Japanese second-quarter GDP grew 1.1% on an annualised basis. Asian markets were mixed, with Japan up 0.5%, Hong Kong up 1.8%, China up 1.2%, and Korea closed US futures were narrowly mixed, with the Dow down 28 points and the Nasdaq up 129. European markets poised to open higher. UK jobs and inflation ahead.Marcus Today – Daily Market InsightsMarcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise.If you'd like to go further:Start a free 14-day trial of Marcus Today http://bit.ly/mt-trial-podcastJoin Marcus Today Use code MTPODCAST for 10% off http://bit.ly/mt-join-podcast-offerMT20 – Managed ETF Portfolio A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing. http://bit.ly/mt20-podcastPrinciples – How We Think About Investing A short video series on timing, behaviour, and decision-making. No stock tips. http://bit.ly/mt-principles-podcast—Disclaimer This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.
The ASX 200 fell 73 points to 9,115 (0.8%) as the banking sector slid and resources took a breather. For the week, we are down 1.6%. We saw CBA fall 1.1% and WBC down 0.9%, whilst ANZ had a better day following its results earlier this week. The Big Bank Basket fell to $282.50 (0.9%). Other financials were also under pressure, with ASX down 3.7%, while the insurance sector weakened, with QBE off 1.6% after disappointing results. Industrials were also easier, with TLS falling 1.2% and TCL down 4.1% The healthcare sector was a little mixed, with CSL slipping 0.7%. Tech stocks, however, caught a bid today, with XRO up 5.5%, WTC gaining 5.6% and TNE doing well, up 3.2%. CAR also rallied 5.5%.It was the resources sector that generally sucked the life out of the market today, with BHP falling 3.3%, RIO down 3.1% and the gold sector under pressure as the spot bullion price fell. NST dropped 2.3% while EVN was down 3.4%. We did see lithium stocks hold up relatively well, with LTR up 3.7% and MIN drifting slightly higher. Uranium stocks fell, while oil and gas stocks were relatively steady.In corporate news, QBE dropped 1.6% on its results, while BBN surged 5.8% after posting better-than-anticipated profits. IPG also had a good day, beating forecasts and rising 13.1%. On the economic front, there was nothing of note locally.US retail sales are due tonight and will be the key economic focus.Asian markets were mixed, with Japan up 0.5%, Hong Kong down 1.0%, China down 0.2%, and Korea up 3.7%. US futures were narrowly mixed, with the Dow down 10 points and the Nasdaq down 34.Marcus Today – Daily Market InsightsMarcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise.If you'd like to go further:Start a free 14-day trial of Marcus Today http://bit.ly/mt-trial-podcastJoin Marcus Today Use code MTPODCAST for 10% off http://bit.ly/mt-join-podcast-offerMT20 – Managed ETF Portfolio A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing. http://bit.ly/mt20-podcastPrinciples – How We Think About Investing A short video series on timing, behaviour, and decision-making. No stock tips. http://bit.ly/mt-principles-podcast—Disclaimer This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.
The ASX 200 gained 18 points to 9,251 (+0.2%), with a slight flip higher as the RBA kept rates unchanged. Once again, we saw banks under some modest pressure, with ANZ down 1.3% and the Big Bank Basket down 0.3% to $287.50. Insurers also slipped, with QBE down 1.1% and IAG having a bad day, down 4.0%. Elsewhere, industrials were mainly firm, with healthcare a star, CSL up 2.9% and RMD up 3.8%. TLS managed a small loss, while CAR had a small loss after yesterday's results, falling 1.1%. We also saw QAN dropping 3.2% as the oil price headed higher, and both WOW and COL fell away as traders embraced more risk in the tech space. XRO rose slightly, and NXT was up as well.Meanwhile, resources did well, especially in the gold sector, with the gold miners heading higher. NEM was up 2.8% and GMD up 0.7%. BHP rose 0.7%, and coal stocks were also firm, as were uranium stocks, with PDN up 2.6% and DYL up 2.8%. WDS rose 3.8% and STO was up 5.4%.In corporate news, 360 fell 19.4% after offering no guidance, and SGH also tumbled 10.3% as the Coats business disappointed.On the economic front, the RBA kept rates on hold, as was widely anticipated, with a slight hawkish tinge. The economic team at ANZ also predicted the end of the world for housing over the next two years. The oil price continued to push higher, with the gold price coming off its highs.Asian markets were mixed, with Japan closed, Hong Kong down 0.7%, China down 0.1%, and Korea up 1%. US futures were mixed, with the Dow down 17 points and the Nasdaq up 43.Marcus Today – Daily Market Insights Marcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise. If you'd like to go further: Start a free 14-day trial of Marcus Today http://bit.ly/mt-trial-podcast Join Marcus Today Use code MTPODCAST for 10% off http://bit.ly/mt-join-podcast-offer MT20 – Managed ETF Portfolio A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing. http://bit.ly/mt20-podcast Principles – How We Think About Investing A short video series on timing, behaviour, and decision-making. No stock tips. http://bit.ly/mt-principles-podcast — Disclaimer This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.
Federation CJA 360 Podcast: The Pulse of Montreal’s Jewish Community
Show Notes Discover the heartbeat of Montreal's Jewish community with the Federation CJA 360 Podcast - your front row seat to the impact, innovation, and inspiration shaping Jewish life today. Each episode spotlights dynamic leaders, transformative initiatives, and powerful stories that highlight how Federation CJA is strengthening our community and building a vibrant Jewish future. Engaging, uplifting, and full of purpose, this is the podcast that brings our mission to life.Guest Information:Emmanuel TrauAn attorney from Israel with a background in Law and Middle Eastern Studies, Emmanuel Trau also has a foundation in advanced traditional Jewish studies and serves as a Shaliach (Special Emissary) with Federation CJA. He leads high-impact advocacy and Jewish identity initiatives, delivering interactive workshops for students and diverse community cohorts to build lasting resilience and a deeper connection to Israel.Host & Show InfoHost: Glenn J. NashenAbout the Host: Glenn J. Nashen is an award-winning public safety innovator and communicator, and longtime Cote Saint Luc City Councillor having founded CSL Emergency Medical Services and CSL volunteer Citizens on Patrol. Glenn was Director of Public Affairs and Communications at the Jewish General Hospital and CIUSSS West Central Montreal for 20 years and now serves as Podcast Producer and Director of Media Relations and Crisis Communications at Federation CJA, continuing his commitment to strengthening, safeguarding, and informing the community.Links: Blog, Facebook, X, LinkedIn.Featuring: Yair SzlakYair Szlak is the President and Chief Executive Officer of Federation CJA, a role he has held since 2018 after more than 15 years in senior leadership positions within the organization. A graduate of Osgoode Hall Law School, Yair is known as a skilled fundraiser and community builder. He has dedicated his career to strengthening Jewish life in Montreal and fostering a vibrant, resilient future for the community.Link: LinkedInReporter: Jordan StooplerJordan Stoopler is a copywriter and podcast reporter within Federation CJA's Strategic Marketing & Communications department. A graduate with journalism degrees from both Concordia University and Hofstra University on Long Island, New York, Jordan contributes to campaigns, weekly newsletters and other organizational communications. By night, Jordan is a freelance sports reporter, covering the local professional sports scene for the Canadian Press. He also produces and co-hosts Menschin' with the Boys, a podcast that shines a light on Jews and Israelis from across the sports world. Link: Podcast, Articles, 360 Newsletter Podcast Website: FederationCJA.org/podcastPlease rate and review on podcast appContact the show: podcast@federationcja.orgFollow us on social media:X (formerly Twitter)InstagramFacebookLinkedInYouTubeShare this episode with a friend! If you enjoyed it, tag us on social media and let us know your favourite takeaway.The Pulse of Montreal's Jewish Community.
The ASX 200 put in another solid day, rising 44 points to 9,272 (0.5%), as the banks and gold stocks shone. We did see higher levels earlier in the session, but some of the enthusiasm was sapped by a fall in the Kospi, while BHP and RIO finished slightly mixed. CBA rose 0.9% and NAB gained 0.4%, with financials generally firmer. The Big Bank Basket rose to $299.21 (+0.6%) Insurers slipped, however, with QBE down 1.0%, while the REITs also eased, with GMG down 1.7% and SCG off 1.3%. Healthcare continued its recent strength, with CSL up 1.3% and RMD rising 0.3%.Technology had a mixed session, with WTC falling 1.5% and XRO gaining 0.4% as the sector paused for breath after recent gains. Industrials were generally firmer, while retailers had a good day, led by JBH, up 2.9%, and HVN, which rose 1.2%.In the resource sector, the gold price pushed higher again, dragging the miners with it. EVN rose 3.8% and NST added 3.2%. There was little to report in lithium, with the sector drifting slightly higher. Uranium stocks eased modestly, while coal stocks were stronger, with WHC up 2.5%. Oil and gas stocks were little changed as investors continued to wait for further developments in the Iranian talks.In corporate news, REA rose 3.4% after posting an 11% increase in revenue. AMP also had a strong session after announcing a 57% jump in half-year profit and unveiling a $150m share buyback. Meanwhile, BPT fell after reporting a 21% decline in underlying FY profit, while AQZ surged 30% before entering a trading halt as it renegotiates contracts with QAN. Nothing on the economic front today.Asian markets were weaker, with the Nikkei 225 down 0.99%, Hong Kong down 1.7%, China down 0.8%, and Korea off 4.6%. US futures were flat with the Dow up 118 points and the Nasdaq down 83. Marcus Today – Daily Market InsightsMarcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise.If you'd like to go further:Start a free 14-day trial of Marcus Today http://bit.ly/mt-trial-podcastJoin Marcus Today Use code MTPODCAST for 10% off http://bit.ly/mt-join-podcast-offerMT20 – Managed ETF Portfolio A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing. http://bit.ly/mt20-podcastPrinciples – How We Think About Investing A short video series on timing, behaviour, and decision-making. No stock tips. http://bit.ly/mt-principles-podcast—Disclaimer This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.
On The Money Café this week, Alan Kohler and James Thomson discuss Australia's love affair with CBA and CSL, SpaceX's earnings, the latest in Iran, house prices, and answer listener questions on wealth taxes, childcare, inflation, and much more.See omnystudio.com/listener for privacy information.
The ASX 200 climbed to a record high today, up 79 pts to 9225 (0.9%) as buyers returned to the resources sector.The rally was led by BHP, up 3.3%, and RIO, up 2.3%. We also saw strong buying in LYC, which gained 4.8%, while the gold sector rallied across the board as the bullion price pushed higher on hopes of a resolution to the Iran conflict. NST rose 5.5%, EVN gained 6.0%, and BSL also finished up 3.0%.The oil and gas sector moved lower, led by WDS, down 3.5%, and STO, which fell 2.2%. Uranium stocks pushed higher, with PDN up 4.2% and DYL rising 3.9%. Lithium stocks posted modest gains, with LTR bouncing 2.9% from its recent lows.The banks eased on valuation concerns, with CBA down 1.6% and ANZ off 0.7%, leaving the Big Bank Basket down at $297.30 (-1.1%). MQG hit fresh record highs, while the broader financial sector also performed well, with ZIP up 7.8% and PNI jumping 8.4% following better-than-expected results.Industrials also enjoyed a solid session, with BXB up 1.3%, QAN rising 2.7% on the back of lower oil prices, and SGH up 1.9%, continuing its recent strength. The technology sector rallied strongly once again, with WTC up 5.8%, XRO gaining 2.1% and 360 rising 3.7%. Healthcare also had a good day, with CSL up 1.2% and RMD gaining 2.7%.In corporate news, EDV fell 1.4% after results showed the group flagging a $311m hit and profit down 14.7%. LNW posted better-than-expected quarterly results, and NEU jumped 18.2% on an update on Daybue sales. In economic news, China's services activity expanded at its weakest pace in nearly two yearsAsian markets were firm, with the Nikkei 225 up 3.5%, Hong Kong unchanged, China up 1.6%, and Korea up 4.4%. US futures were firmer, with the Dow up 192 points and the Nasdaq up 102 points. European markets are set to open higher. Marcus Today – Daily Market InsightsMarcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise.If you'd like to go further:Start a free 14-day trial of Marcus Today http://bit.ly/mt-trial-podcastJoin Marcus Today Use code MTPODCAST for 10% off http://bit.ly/mt-join-podcast-offerMT20 – Managed ETF Portfolio A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing. http://bit.ly/mt20-podcastPrinciples – How We Think About Investing A short video series on timing, behaviour, and decision-making. No stock tips. http://bit.ly/mt-principles-podcast—Disclaimer This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.
The ASX 200 climbed to a five-month high, rising 127 points to 9,146 (1.4%), as the banking sector took off once again. CBA rose 1.6% and NAB gained 3.0%, with the Big Bank Basket climbing to $300.56 (+1.4%). MQG added 3.1%, while other financials also performed well, with ASX up 2.0% and IFT rising 1.3%.Industrials also enjoyed a strong session, with SGH up 2.5% and BXB gaining 1.9%. The healthcare sector was particularly buoyant, led by CSL, which rose 3.6%. REITs were also solid, with CHC up 2.2% and SGP adding 1.4%.Technology stocks continued to build on recent gains, with XRO up 3.5% and WTC rising 3.1%. Even the data centre sector joined the rally, with NXT up 4.2%.Resources were firmer across the board. LYC rose 6.6%, while the lithium sector also enjoyed a better day, with PLS up 4.9% and MIN gaining 2.8%. The iron ore majors edged higher despite softer iron ore prices in Singapore trading, while gold miners also had a good session, with NST up 2.1% and NEM rising 2.1%. Iron ore minres were better mostly, FMG up 1.6% and RIO up 1.7%.We also saw buying in the copper sector, with CSC up 3.5% and SFR gaining 3.9%. Oil and gas stocks moved higher, led by WDS, up 1.4%, while uranium and coal stocks were also firmer.In corporate news, we got a taste of what reporting season has in store, with CCP missing expectations and falling heavily, down 7.0%. MGH enjoyed a strong session after announcing a major contract with Firmus, rising 8.1%. We also saw solid gains in DRO following a substantial shareholder notice.On the local economic front, household spending surged ahead of expectations in June, helped by strong EV sales.Asian markets were mixed, with the Nikkei 225 down 0.1%, Hong Kong down 0.8%, China up 1.3%, and Korea off 0.35%. US futures were firmer, with the Dow up 118 points and the Nasdaq up 147 points. European markets are set to open around 0.4% higher. Marcus Today – Daily Market InsightsMarcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise.If you'd like to go further:Start a free 14-day trial of Marcus Today http://bit.ly/mt-trial-podcastJoin Marcus Today Use code MTPODCAST for 10% off http://bit.ly/mt-join-podcast-offerMT20 – Managed ETF Portfolio A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing. http://bit.ly/mt20-podcastPrinciples – How We Think About Investing A short video series on timing, behaviour, and decision-making. No stock tips. http://bit.ly/mt-principles-podcast—Disclaimer This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.
The ASX 200 closed up 43 points at 9,020, as promising news from the Middle East over the weekend encouraged buyers back into the market. Stronger US futures helped sentiment, while a fall in the oil price added to the optimism.The banking sector shrugged off early losses, with NAB up 0.7% and WBC up 0.8%. Financials were generally firmer, with MQG edging 0.8% higher and the insurers also finishing in positive territory. The Big Bank Basket up to $294.96 (+0.3%).Elsewhere, industrials caught a bid, with QAN up 3.7% on the back of lower oil prices, SGH also performing well, and WES rising 1.5%. Retail stocks were firmer, with JBH up 0.6%, while WOW and COL also drifted higher.In the technology sector, WTC rose 1.2% and XRO gained 1.9%. Healthcare also had a better session, with CSL up 1.0% and RMD rising 1.6%.In resources, the iron ore majors were mixed, with BHP 0.7% higher, while RIO and FMG both eased. The gold sector was slightly firmer, with EVN up 1.7% and GGP gaining 1.1%. Once again, lithium stocks came under a little pressure, with PLS down 1.7% and MIN off 0.4%.Meanwhile, oil and gas stocks slipped as crude prices fell, with WDS down 1.4% and STO easing1.9%. Uranium stocks were mixed, with PDN up X%.In corporate news, SDF rose 2.9% after KKR confirmed it was proceeding with its takeover offer, having largely completed due diligence. FPR also jumped 17.3% following a non-binding indicative offer from SG Fleet.There was nothing of note on the local economic front.Asian markets were better, with the Nikkei 225 down 1.1%, Hong Kong unchanged, China down 1%, and Korea off around 5.5%. US futures were firmer, with the Dow up 294 points and the Nasdaq up 250 points. European markets are set to open around 1% higher. UK closed for August Bank Holiday.Marcus Today – Daily Market InsightsMarcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise.If you'd like to go further:Start a free 14-day trial of Marcus Today http://bit.ly/mt-trial-podcastJoin Marcus Today Use code MTPODCAST for 10% off http://bit.ly/mt-join-podcast-offerMT20 – Managed ETF Portfolio A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing. http://bit.ly/mt20-podcastPrinciples – How We Think About Investing A short video series on timing, behaviour, and decision-making. No stock tips. http://bit.ly/mt-principles-podcast—Disclaimer This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.
In this month's episode of the HAE Speaks Podcast, one family shares their journey of living with Hereditary Angioedema (HAE) together. From navigating diagnosis and treatment to supporting one another through the challenges of daily life, they offer an honest conversation about what it means to face HAE as a family. Through their shared experiences, listeners will gain insight into the power of resilience, the importance of understanding each family member's perspective, and the strength that comes from navigating HAE together.Thank you to our 2026 Sponsors: BioCryst, CSL, IONIS, and Takeda
The ASX 200 closed up a mere 9 points at 8,978 (0.1%), as a solid start gave way to caution ahead of the weekend. There was a bounce today in some of the oversold small and mid-cap stocks as the banks eased back, with CBA down 0.4% and ANZ down 0.5%, and the Big Bank Basket falling to $294.04 (0.5%). Financials were slightly firmer, with MQG leading the charge, up 1.2%. Other financials also bounced well, but insurers slipped, with QBE down 2.5% and IAG down 1.5%.Elsewhere, industrials were somewhat weaker, with WOW and COL seeing sellers, together with REA, CAR and SEK. Healthcare was also under pressure, with CSL down 3.8% and RMD falling 1.5%. Technology stocks eased back in the software space, but the hardware and data centre sector firmed, with WTC down 4.2% and NXT up 4.5%.In resources, buyers returned for BHP and RIO, together with the gold miners, which were stronger as EVN rose 1.9% and NEM gained 3.5%. Lithium stocks, though, remain weak, with PLS down 1.4% and LTR continuing to fall from grace. Oil and gas stocks flat, with WDS up 0.2% and STO up 0.1%, while coal stocks also slipped as uranium stocks bounced slightly.In corporate news, FMG took a $746.8m hit on its Iron Bridge project. ORG was up 0.9% with Octopus adding 2.2 million customers, while OBM had a good day as it expanded the footprint of its Little Gem Gold Project. MGH also got the tick of approval to sell its construction business to Heidelberg.In economic news, China factory activity unexpectedly contracted in July.Asian markets were better, with the Nikkei 225 up 4.3%, Hong Kong down 0.2%, China up 1.2%, and Korea up a record 17.4%. US futures were firmer, with the Dow up 242 points and the Nasdaq up 322 points. European markets are set to open around 0.5% higher.Marcus Today – Daily Market InsightsMarcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise.If you'd like to go further:Start a free 14-day trial of Marcus Today http://bit.ly/mt-trial-podcastJoin Marcus Today Use code MTPODCAST for 10% off http://bit.ly/mt-join-podcast-offerMT20 – Managed ETF Portfolio A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing. http://bit.ly/mt20-podcastPrinciples – How We Think About Investing A short video series on timing, behaviour, and decision-making. No stock tips. http://bit.ly/mt-principles-podcast—Disclaimer This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.
The ASX 200 gave back 71 points to 8,968 (-0.8%) as profit-taking set in across the board. Banks were mixed, with CBA and ANZ down slightly, while NAB and WBC edged higher. MQG, though, fell 1.5% after US investment banks weakened overnight, and financials generally were softer, with QBE down 0.9% and IFT off 1.7%. REITs also came under pressure, with SCG down 1.3% and VCX falling 1.5%.In the industrials, we saw some selling after the strong gains of recent days, with WES down 1.5%, JBH off 1.6%, and TLS falling 0.6%. Healthcare stocks also gave back a little ground, with CSL down 0.1% and SIG easing 0.7%. Tech stocks, however, were slightly firmer, with XRO up 1.4% and WTC rallying 6.7%. Other industrials also slipped, with QAN down 3.0% and SGH off 2.5%.Meanwhile, in resources, BHP fell 1.7%, and FMG was weaker, although RIO rose 1.8% following positive broker comments after yesterday's result. Gold stocks eased on interest rate concerns, with NST down 3.3% and NEM off 1.8%. Some buying emerged in lithium stocks, with PLS up 2.7% and MIN rising 3.9% following better-than-expected results. Oil and gas stocks were steady, while uranium stocks eased slightly.In corporate news, DMP beat expectations slightly and shorts rushed to cover, up 9.1%. BOE fell 2.5% despite meeting production guidance. ALD rose 0.2% after announcing better-than-expected earnings from its refinery, while VNT slipped 2.9% following the appointment of a new director. In economic news, building approvals rose 7.2% to 18,328, while the value of total residential building work increased 15.1%.Asian markets were mixed, with the Nikkei 225 up 0.2%, Hong Kong down 0.4%, China off 2.1%, and Korea down 0.9%. US futures were slightly firmer, in line with fair value, with the Dow up 74 points and the Nasdaq up 105 points. European markets are set to open lower.Marcus Today – Daily Market InsightsMarcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise.If you'd like to go further:Start a free 14-day trial of Marcus Today http://bit.ly/mt-trial-podcastJoin Marcus Today Use code MTPODCAST for 10% off http://bit.ly/mt-join-podcast-offerMT20 – Managed ETF Portfolio A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing. http://bit.ly/mt20-podcastPrinciples – How We Think About Investing A short video series on timing, behaviour, and decision-making. No stock tips. http://bit.ly/mt-principles-podcast—Disclaimer This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.
The ASX 200 put in another solid performance, rising 91 points to 9039, as iron ore results cheered the resource sector and industrials continued to push higher. The market also took comfort from the latest CPI reading, which came in below expectations and should ease some of the pressure on the RBA to raise rates on 11 August. The banks gave back some early gains, the Big Bank Basket at $295.53 up 0.1%, with ANZ up 1.37%, while other financials were mixed as ASX rallied 1.43%. AMP was showing a clean pair of heels, rising 2.34%. REITs also enjoyed a good session as bond yields fell, with CHC up 2.96% and SGP gaining 4.96%.Industrials also had a strong day, with retailers rallying on rate-cut expectations. JBH rose 4.67% and LOV also found some friends, up 7.88%. The technology sector performed well, with WTC up 2.33% and XRO rising 4.11%. REA, CAR and SEK also enjoyed solid gains, while TLX climbed 0.21%. Both WOW and COL had good sessions, while healthcare was especially firm. CSL rose 7.15% on encouraging news surrounding its Horizon 2 manufacturing technology, and RMD rallied 3.59%.Resources painted a more mixed picture. BHP rose 1.36%, while RIO rallied on the back of better-than-expected results and a stronger-than-expected dividend. FMG also pushed higher. One casualty was LTR, which fell 7.92% following a disappointing quarterly update. Gold miners were mixed, with NST up 2.22% and NEM flat. Rare earths continued to struggle, with LYC falling heavily once again. Oil and gas stocks edged higher as tensions in the Middle East escalated and the oil price firmed, with WDS up 1.39% and STO flat. Uranium stocks were mixed.In corporate news, there was no shortage of quarterly updates. CSL responded strongly to progress on Horizon 2. PPT rejected a revised takeover offer from EQT, while MIN delivered a solid June quarter. LTR ended the June quarter with $561m in cash, although production, costs and guidance disappointed the market. WDS also tightened its FY26 production guidance to 174–185mmboe.In economic news, headline inflation slowed to 0.6% in June, down from 1.4% in April, with annual inflation easing to 3.8%, below expectations and down from 4.0%.Asian markets were weaker, Nikkei 225 down 1.5%, HK up 1.56% and China down 0.84% - Korea down 5.98%. US futures weaker, Dow down 58 points Nasdaq down 137. .European markets set to open lower. Fed focus.Marcus Today – Daily Market InsightsMarcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise.If you'd like to go further:Start a free 14-day trial of Marcus Today http://bit.ly/mt-trial-podcastJoin Marcus Today Use code MTPODCAST for 10% off http://bit.ly/mt-join-podcast-offerMT20 – Managed ETF Portfolio A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing. http://bit.ly/mt20-podcastPrinciples – How We Think About Investing A short video series on timing, behaviour, and decision-making. No stock tips. http://bit.ly/mt-principles-podcast—Disclaimer This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.
When students ask, “When am I ever going to use this maths?”, real examples can make all the difference. In this special MathsTalk episode, Leanne McMahon previews AMSI's FREE Industry Days for Teachers, taking place on Thursday 30 July 2026 at Swinburne University of Technology and CSL's global headquarters. Discover how mathematics supports careers in artificial intelligence, sustainability, business analytics, biotechnology, gem faceting and more, and learn how the day will help secondary mathematics, STEM and careers educators connect classroom learning with real-world pathways. The episode also covers the speaker program, industry tour, professional learning certificate and limited $500 CRT and travel bursaries available to Victorian teachers. There is also a day at Latrobe University, Albury/Wodonga Campus on 10th September. Links and resources Attend the Industry Day AMSI Industry Day for Teachers—event information and speaker program https://amsi.org.au/amsi-industry-day-for-teachers/ Register for the Melbourne Industry Day https://www.tfaforms.com/5225482 AMSI Industry Day invitation and event details https://australianmathematicalsciencesinstitutes.createsend.com/t/ViewEmail/r/C2A8887C1D5D3A052540EF23F30FEDED/C67FD2F38AC4859C/text/?context=BE1559E32AC7F640D744A813E2B67A32&previewAll=1&print=1&source=PrintPreview&tx=0 CRT and travel bursary enquiries enquiries@amsi.org.au Event partners and featured organisations Swinburne University of Technology—Applied Mathematics https://www.swinburne.edu.au/courses/find-a-course/science/applied-mathematics/ CSL https://www.csl.com/ Plante https://www.growplante.com/ Coco the Creator https://www.cocothecreator.com/ Bunnings careers https://www.bunnings.com.au/jobs Mathematical Association of Victoria https://www.mav.vic.edu.au/Home Australian Facetors' Guild https://www.facetorsguild.com.au/ Classroom and careers resources AMSI Mathematics Careers Resources for the Classroom Lesson plans, presentations, activity sheets and recordings from previous Industry Days for Years 7–10. https://calculate.org.au/industry-day/ AMSI Careers Career profiles, videos and information showing where mathematics and statistics can lead. https://careers.amsi.org.au/ MathsTalk podcast Access previous MathsTalk episodes and their accompanying resources. https://calculate.org.au/mathstalk-podcast/ Texas Instruments Teacher Resource Centre Australian curriculum-aligned classroom activities, webinars and professional learning resources. https://education.ti.com/en-au/teachers
This episode is a full walkthrough of how you'll get hired in UX faster with Career Strategy Lab and exactly what happens after you join. Sarah shares what genuinely helps UX people in their job search, after coaching UX and Product people since 2017 and running Career Strategy Lab since 2021. What You'll Learn in This Episode:✔️ The six things that help UX and product people get hired faster✔️ What your first 30 days inside CSL look like✔️ Why positioning comes before your LinkedIn and resume✔️ How the portfolio, case study, and critique process works✔️ How monthly recruiter Q&As and the 850-alumni referral network help you get hiredTopics Discussed:✅ The 6 things Sarah has found consistently help UX people get hired faster✅ How the first 30 days inside Career Strategy Lab are structured and why every step is intentionally sequenced to build on the last✅ What a Compass Statement is and why it comes before everything else in your UX job search prep✅ How getting clear on your positioning makes fixing your resume and LinkedIn significantly faster✅ How the weekly critique system works and why submitting imperfect work early beats waiting until everything feels ready✅ The monthly recruiter and hiring manager Q&A sessions: who shows up, what you get to ask, and why this is one of the most underrated parts of the program✅ How Career Strategy Lab's 850-person alumni network functions as a UX-specific job referral network and how members are actively using it to get hired✅ The open to work area, interview debriefs, and hired recaps and why watching other people get hired in real time is some of the most useful intel you can get in a job search
The numbers don't lie: The ASX did 3 per cent over the 12 months to June, and the S&P 500 did 20 per cent. Unless - like a big super fund - you had half your portfolio invested offshore, the chances are you underperformed in FY2026. Marc Jocum, investment strategist at GlobalX ETFs, joins Associate Editor, James Kirby in this episode. In today's show, we cover: * Wall Street smashes the ASX...again Why Big Super funds probably beat your SMSF Which ETFs investors are buying for the year ahead What the hell happened at CSL? See omnystudio.com/listener for privacy information.
The Honeywell International of 10 years ago is now six different publicly traded companies. This week, Honeywell International split with Honeywell Aerospace to complete the pre-planned separation. Tyler, Matt, and Lou look break down the prospects for the disparate parts as standalone companies and pick which ones will be the outperformers based on recent spinoffs and separateions. Plus, a busy week of deals and an investor question about covered call ETFs Tyler Crowe, Matt Frankel, and Lou Whiteman discuss: - Digital Realty buying data centers - Building materials industry consolidation - Keeping track of what assets went where at Honeywell - Recent successes (and failures) with spinoffs - Mailbag: When to covered call index ETFs work? Companies discussed: DLR, BX, CSL, OC, MLM, BLD, QXO, ON, SYNA, HON, HONA, SOLS, QNT, GE, GEV, GEHC, RTX, CARR, OTIS, DOW, DD, CTVA, CMCSA, BRK-B, SPYI, QQQI, CHPY, BTCI Host: Tyler Crowe Guests: Matt Frankel, Lou Whiteman Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices
► Join Celtic Supporters Limited: https://celticsupporters.net/ ► Help us to release the George Connelly documentary: https://www.crowdfunder.co.uk/p/george-connelly-celtic-film ► Help us to get Stephen Harper home: https://www.gofundme.com/f/cfu54-stephen-harper?attribution_id=sl:288d85f3-b9cc-49b3-ab82-bfad884e337b&lang=en_GB&ts=1782204741&utm_campaign=fp_sharesheet&utm_content=amp20_t1&utm_medium=customer&utm_source=twitter
Join HAEA Director of Health & Research Services, Troyce Venturella, and HAEA Health Services Manager, Mandy Granat, as they discuss important summer safety considerations for individuals and families living with HAE. The conversation is designed to help the HAEA community stay safe, healthy, and prepared while enjoying summer activities with family and friends!Thank you to our 2026 Sponsors: BioCryst, CSL, IONIS, and Takeda
The ASX 200 closed 0.7% lower on Friday, extending its weekly decline to 1.2%, as mining stocks came under pressure from a three-month low in iron ore prices. Fortescue, BHP and Rio Tinto all fell, while the major banks also weakened. Bucking the trend was healthcare giant CSL, which jumped 5.8% for its strongest gain in more than four years. SBS Finance Editor Ricardo Gonçalves speaks with Blueberry Markets analyst Zoran Kresovic about the forces driving the market and what investors are watching next.
Afsnit 232 sendes fra Classic Car House i Lyngby. Dine værter i denne uge er Anders Richter, Christian Grau og Nils Petter Bro.Husk at bruge koden "BILKLUBBEN" og få 100 kr. i rabat på din første ordre fra aioss.Grau har været til Concorso d'Eleganza Villa d'Este og fortæller om sine oplevelser med den nye Mercedes GLC.Richter nyder aftenture i CSL'en.Den fuldelektriske Ferrari Luce er landet og det fører til en heftig debat i studiet.Brevkassen er som altid fyldt med spørgsmål fra alle jer lyttere.Denne uges udgave af verdens sværeste bilquiz har temaet "grimme biler".Afsnit 232 er publiceret d. 1. juni, 2026.
¡Benditos reglamentos! ¿Te imaginas entrar en un concesionario y salir con una máquina que, con apenas unos ajustes, podría ganar el Rally de Montecarlo o las 24 Horas de Le Mans? Hubo una época dorada en la que las marcas no fabricaban coches para venderlos, sino que los vendían simplemente para poder competir. En el video de hoy analizamos los "Homologation Specials", las piezas de ingeniería más salvajes y puras que jamás han pisado el asfalto público. ¿Qué es un Homologation Special? Para los que no estéis familiarizados con el lenguaje de la FIA, el concepto es sencillo pero fascinante. Para evitar que las marcas compitieran con prototipos espaciales que no tenían nada que ver con los modelos de producción, las federaciones imponían una norma: "Si quieres competir, debes fabricar una serie de unidades idénticas (ya fueran 200, 500 o 5.000) para que el público general pueda comprarlas". El resultado eran coches de carreras "domesticados" a la fuerza. Les ponían intermitentes, un claxon y unos asientos algo más cómodos para cumplir el expediente. No buscaban rentabilidad; de hecho, muchas marcas perdían dinero con cada unidad vendida. El único objetivo era levantar el trofeo el domingo. 10 Leyendas con matrícula -Lancia Stratos HF (1973): El primer coche nacido por y para los rallyes. Una cuña diseñada por Gandini con motor central Ferrari V6 donde el piloto va sentado de lado por lo estrecho de su habitáculo. -BMW 3.0 CSL (1973): El mítico "Batmóvil". Su kit aerodinámico era tan radical que el alerón trasero se entregaba en el maletero porque no era legal para circular en Alemania. -Lancia 037 (1982): El último guerrero de propulsión trasera que venció a la tracción total. Un coche de chasis tubular y fibra de vidrio que escondía una de las anécdotas más famosas de la picaresca italiana durante su inspección de homologación. -Peugeot 205 Turbo 16 (1984): Un engaño visual. Aunque parezca un 205, lleva motor central y tracción total. Una bestia del Grupo B del que solo se fabricaron 200 unidades, todas en el icónico gris Winchester. -Ford RS200 (1984): Diseñado por ingenieros de F1 y fabricado por expertos en fibra de vidrio. Ostentó durante 12 años el récord Guinness de aceleración. -BMW M3 E30 (1986): El coche de turismos más laureado. Cada panel de su carrocería fue modificado respecto al Serie 3 estándar solo para mejorar la aerodinámica en el DTM. Ford Sierra RS Cosworth (1986): Famoso por su alerón "cola de ballena", una pieza imprescindible para mantener el coche pegado al suelo a más de 200 km/h, pese a las reticencias de los directivos de Ford. -Lancia Delta HF Integrale (1987): El dominador absoluto del Grupo A. Sus abultadas aletas y el capó abombado no eran estética, eran necesidades mecánicas para ganar seis títulos consecutivos. -Mercedes-Benz 190E 2.5-16 Evolution II (1990): La respuesta brutalista al dominio de BMW. Su alerón ajustable era tan efectivo que obligó a la competencia a rediseñar sus propios túneles de viento. -Toyota GT-One (1998): El caso más extremo. Un prototipo de Le Mans puro con intermitentes que logró su homologación gracias a una interpretación muy creativa de las normas sobre el espacio del maletero. La evolución de las categorías Desde los años 50 con el Ferrari 250 GTO, pasando por la salvaje era del Grupo B en los 80, hasta la racionalización del Grupo A y los excesos de los GT1 de los 90, los reglamentos han moldeado la historia del automóvil. Lamentablemente, los Homologation Specials son hijos de un tiempo pasado. Hoy en día, los reglamentos permiten correr con "siluetas" o se basan en el BoP (Balance of Performance), donde la igualdad se busca mediante software y no mediante la ingeniería pura. Aquellos coches eran la pasión de los ingenieros ganándole la partida a los contables. Eran difíciles, caros de mantener y ruidosos, pero representan el vínculo más puro que ha existido jamás entre el mundo de la competición y el usuario de a pie. Si alguna vez tienes la oportunidad de ver uno de estos 10 elegidos, recuerda que no estás ante un simple coche, sino ante un trofeo de carreras con matrícula.
– The Motley Fool Money drinking game? – Did you make a mistake on CSL? – Am I being ‘tricked’ by VDHG? See omnystudio.com/listener for privacy information.
Big moves at the top of the ASX, inflation heating up in the US, and a beaten-up healthcare names under the microscope. In this episode, Bryce, Alec and Mr.Beat-Up unpack BHP overtaking Commonwealth Bank, CSL's brutal fall from grace, and whether TransMedics' organ transplant technology can justify the risk after its share price has been cut by two-thirds.In this episode:00:00 — Intro & Welcome Mr Beat Up01:31 — Budget Fallout Hits Banks & Housing Stocks03:14 — BHP Overtakes CBA as Australia's Biggest Company06:06 — CSL Falls Out Of The ASX Top 1009:38 — New Fed Chair & Rising US Inflation11:51 — Mr Beat Up: TransMedics15:05 — Why TransMedics Is Beaten Down?18:31 — The Bull Case: 4-Step Stock Checklist21:39 — How Big is the Moat?25:21 — Can it Reinvest it's Profits Productively?27:05 — Is TMDX an Affordable Stock?29:06 — The Final VerdictStocks & ETFs mentioned: CSL (ASX: CSL), BHP (ASX: BHP), Commonwealth Bank (ASX: CBA), REA Group (ASX: REA), NAB (ASX: NAB), ANZ (ASX: ANZ), Westpac (ASX: WBC), Macquarie Group (ASX: MQG), TransMedics (NASDAQ: TMDX), Intuitive Surgical (NASDAQ: ISRG), Eli Lilly (NYSE: LLY), Betashares Global X Metals ETF (ASX: WIRE)———Want to get involved in the podcast? Record a voice note or send us a messageAnd come and join the conversation in the Equity Mates Facebook Discussion Group.———Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we've got you covered.Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)We're particularly excited to share our latest show: Basis PointsListen to the podcast (Apple | Spotify)Watch on YouTubeRead the monthly email———Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRResearch reports from Good ResearchTrack your portfolio with Sharesight———In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.———Equity Mates Investing is a product of Equity Mates Media. Hosted on Acast. See acast.com/privacy for more information.
Nick Jeffery and John Granger sat down last weekend to discuss John's post, The Literary Alchemy of Hallmarked Man: What Do the Structural Models Tell Us? They'd talked about this subject briefly before John had written it up and he came to rather different conclusions in the process of writing and preparing slides for the post, all of which are rolled out in this inquisition.The questions Nick asked are below after the links in the post in case you want to follow up on what is said above about literary alchemy, the sequence of colors and symbols, and about the structural models for understanding the Strike series, especially Extended Play and Tetractys Theory.Enjoy!Links for Follow-Up and Easy Reference: Strike Alchemy* Literary Alchemy – A Primer for Those Interested in J. K. Rowling's Artistry* ‘Literary Alchemy' Pillar Post* Metallurgical, Literary, and Psychological Alchemy: Is Jung a Good Guide for Understanding J. K. Rowling's Artistry and Meaning?* The Literary Alchemy of Hallmarked Man: What Do the Structural Models Tell Us?* , ‘The Connection of Ring Composition and Literary Alchemy in the Layout of the Seven Book Harry Potter Series.' (William Sprague)* ‘Parallel Series Idea' Pillar Post* Robin Ellacott and Reverse Alchemy: Transformation Through the First Three Strike Texts (Louise Freeman)* ‘Troubled Blood: Strike's Transformation'* ‘Water, water everywhere: Baptism, baths, rivers, rain and showers as unifying themes in The Running Grave' (Louise Freeman)Seven Structural Theories for Strike Ten Book Series* (1) straight up Decalogy, no structural connection between books;* (2) Big Ring Composition, Double Wedding Band (Louise Freeman);* (3) Seven book series with Trilogy finale (Nick Jeffery, John Granger);* (4) Extended Play theory (John Granger per ‘Kathleen'),* (5) Sonnet Corona Form (Robyn Gomillion);* (6) Tetractys theory (Evan Willis with back-up explanations here, follow-up from Evan here); and* (7) Celtic Cross (John Granger) scroll down to bottom).Tetractys Theory in Depth:* Alastair Fowler's Triumphal Forms* Why the Cormoran Strike Novels are a Ten Book Series: Mythological Clues and Tetractys Parallelism with a Touch of Tarot Reveal the Strike Series Structural Echoes with Rowling's First Ten Book Set [Evan Willis, 10 July 2023]* Is Tetractys Theory the Best Explanation of Why the Cormoran Strike Series is Ten Books in Length? First Thoughts on Evan Willis' Numerological Exegesis of Rowling's Two Ten Novel Series and the Meaning of This Structure [John Granger, 18 July 2023]* Evan Willis: Running Grave Review In which the Tetractis theory is revisited in light of Strike 7 and the Theory is Updated [Evan Willis, 30 September 2023]* See The Literary Alchemy of Hallmarked Man: What Do the Structural Models Tell Us? for excerpts from and discussion of each.* The Tetraktys Tarot Card Spread!The Charts!The Ten Questions and John's Answers (notes!)1. So, John, you finally got the alchemy post you promised an age ago; what was the hold-up?· Tried to put too much into the posts…· Changed my mind several times as I was writing them!· had to relearn Tetractys ideas!2. You start off this Alchemy of Hallmarked Man discussion with a review of the literary alchemy of the first three Harry Potter novels; why did you have to reach that far back?· Because of the Parallel Series Idea, not alchemy at all, oddly enough.· Rowling seems to be writing Strike decalogy in parallel with Potter to include its alchemical sequences so I reviewed the ‘Reverse Alchemy' theory, how that worked for Strikes 1-3 but broke down at 6 and 7· To get Hallmarked Man‘s alchemical stage right, I wanted to figure out why Ink Black Heart and Running Grave weren't the alchemical stages we'd expect3. Some of our listeners may not have the literary alchemy three stages firmly in mind; can you go over what they are and why they're important in Rowling Studies?· Black, White, Red stages: what each represents in metallurgical and literary alchemy;· Rowling's one interview comment about alchemy, her PotterMore notes about colors;· Rowling's use in Harry Potter‘s last three books, fourth book, and first three books;· Galbraith's use in Strike series' first three books, fifth book, and six and seven;· Ward on astrology in CSL's Narniad ('Donegality'); similar use of alchemy in Rowling-Galbraith4. So the alchemical parallelism seemed to stop at Ink Black Heart but the other correspondences continued?· That's right, the first seven books paralleled their Harry Potter apposite numbers in structure, plot points, and some symbolism but the last two broke from the alchemical pattern;· I decided that the best place to look for a way that the new pattern could be explained would be looking at the seven theories about the Strike-Ellacott series structure;· If a specific structure had a very clear idea about the alchemical stage sequencing in the books, then I'd have a real head-start in what to look for in Hallmarked Man.5. The Seven theories -- last time we talked it was six! Remind me what they are and what each says about the alchemy...· No structure, Big Ring/Double Wedding Band, Septology and trilogy combo, Extended Play, Corona Sonnet, Tetractys, and Celtic Cross (see links above!);· Only Extended Play and Tetractys theories had clear theories about the alchemy; and· Oddly enough, they both explained why Hallmarked Man had to be considered an albedo or white novel even though they disagreed about what Ink Black Heart and Running Grave were...6. We've got slides here that help make what seems hopelessly nerdy something you can see. We'll start way back with the ring structure of The Harry Potter series and work our way toward Evan Willis' Tetractys ideas.· Harry Potter series, Sprague/Thacker ‘Reverse Alchemy:' Slides 1 and 2 (see above)7. And via the Parallel Series Idea we should see those same relationships that were found in the Potter books in the Strike series?· Extended Play idea: Slides 3 and 4 (see above)· Where it breaks down -- Running Grave like Troubled Blood an “aquatic Nigredo“8. And you think the Tetractys idea is better. We really need to have Evan on the show to talk about where he learned about this figure, its use in English literature prior to Rowling, and why he thinks Rowling is writing her second ten book series. Can you summarize his two Hogwarts Professor posts on this subject and why Rowling Readers will benefit from learning about this ancient ten point peg board model?· See Tetractys pyramid slides above;· Four levels: meaning of monad, dyad, triad, quaternity symbolism; (first Evan Willis post above)· Pyramid to climb, something akin to four levels of reading and knowledge; [Fowler, Triumphal Forms]· Benefit to Rowling Readers: Willis thinks the second Quaternion parallels Rowling's first -- and the differences explain the alchemical stage of Running Grave;· It also was used to predict three things about Hallmarked Man: it was all about silver, it would be an albedo or White stage novel, and it would parallel The Ickabog9. Three bullseyes with a special merit badge for figuring out the silver part before the title was announced. Let's go to the Tetractys slides for the Potter and Strike series:· All above!10. Both the Extended Play and Tetractys theories, then, have Hallmarked Man as an albedo. How will that influence your examination of Strike 8 for its alchemical symbols and sequences as well as your interpretation of them?· I'll be looking for the alchemical signatures of the second stage, leukosis or the ‘whitening,'· I'll be looking for evidence that contradicts the albedo dyad idea, and· I'll be researching if alchemical ideas, as in, say, incest, ‘Jason and the Medea,' and ‘dog and b***h,' are best read as white stage tokens This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit hogwartsprofessor.substack.com/subscribe
On The Money Café this week, Alan Kohler and James Thomson dig into the federal budget, take stock of CSL, and tackle listener questions on tax, AI, and interest rates. Special offer for Money Café listeners: Intelligent Investor Essentials for $297. Includes Alan Kohler’s Weekend Brief, subscriber podcasts, and more, plus a Money Café cap and 3 months Premium. Sign up at moneycafe.com.au. (T&Cs apply)See omnystudio.com/listener for privacy information.
The Labor government has handed down its 2026 Federal Budget… and it includes the biggest overhaul to Australia's property tax system in 25 year. CSL has seen nearly $10 billion wiped from its market value after writing-down a multi-billion dollar acquisition it made three years ago. Dua Lipa is suing Samsung for $15 million after it put her face on TV boxes to sell televisions… without her knowledge, her permission or paying her a cent. _ Download the free app (App Store): http://bit.ly/FluxAppStore Download the free app (Google Play): http://bit.ly/FluxappGooglePlay Daily newsletter: https://bit.ly/fluxnewsletter Flux on Instagram: http://bit.ly/fluxinsta Flux on TikTok: https://www.tiktok.com/@flux.finance —- The content in this podcast reflects the views and opinions of the hosts, and is intended for personal and not commercial use. We do not represent or endorse the accuracy or reliability of any opinion, statement or other information provided or distributed in these episodes.See omnystudio.com/listener for privacy information.
The ASX 200 slipped 0.5 per cent ahead of the Federal Budget as oil prices surged and investors weighed the prospect of tax reform. Banks were weaker across the board, while CSL plunged 16 per cent after cutting earnings expectations and flagging a major impairment.
Headlines: One Nation aims for Western Sydney next, says Barnaby Joyce Media boss Catalano faces court over assault allegations Trump calls Iran peace plan “TOTALLY UNACCEPTABLE!” Australian pharmaceutical giant CSL suffers 17pc one-day drop Delta Goodrem walks the ‘turquoise carpet’ for Eurovision Deep Dive: Pauline Hanson joins Natarsha Belling for a conversation about the wipeout election in Farrer. One Nation won its first lower house seat in the federal parliament, and is already aiming for more. How does Hanson feel about the Liberal Party? Should Australians trust someone who has been to prison? Are her supporters racist? Senator Pauline Hanson responds. Follow The Briefing: TikTok: @thebriefingpod Instagram: @thebriefingpodcast YouTube: @TheBriefingPodcast See omnystudio.com/listener for privacy information.
David Littman got into the lighting industry as a young man, acquiring a small, struggling manufacturing business. Across the span of four decades, he's built an empire. Hudson Valley's portfolio now includes its namesake brand plus CSL, Troy Lighting, Corbett, Mitzi, and, more recently, Sonneman and Schoolhouse. On this episode of the podcast Littman tells host Dennis Scully about why the lighting business is leaving China, why the only weapon against dupes is new product, and why he's looking beyond lighting at the whole home. This episode is sponsored by Ernesta and Resource FurnitureLINKSHudson Valley Lighting GroupDennis ScullyBusiness of Home