Podcasts about FMG

The ASX 200 closed down 44 pts at 8,797 as US futures weakened and Asian technology stocks were hit hard. Down 10pts for the week. Our market saw both the banks and resources come under pressure. The banks gave up ground, with CBA down 0.8% and WBC falling 0.2%. The Big Bank Basket fell to $284.25 (-0.5%) with a late rally helping. Insurers, however, held their ground, while other financials also performed reasonably well, with AMP rising for the second day in a row.Elsewhere, defensives in the industrial sector held firm, with TLS up 2.7% despite CEO Vicki Brady facing lawmakers in Canberra. WES also gained 0.9%, while in healthcare CSL edged higher and RMD rose 1.5%.Technology stocks were mixed. XRO gained 0.9% and WTC was little changed, but the data centre sector remained under pressure, with NXT falling another X%. MP1 had another horrible session, down 8.5%, while AI-related stocks were sold heavily. EIQ fell 5.7% and WBT tumbled nearly 10.5%. In fact, anything with a Vegas AI connection was under pressure today. Resources were once again the weak link. BHP continued to slide following its quarterly result, falling 2.7%. RIO also eased 2.4%, while FMG held up, but only just. Lithium stocks were once again under pressure, with PLS down 3.1% and MIN falling 2.6%. Gold miners also suffered despite bullion prices rising in Asian trade, with NST and EVN both down over 4%. Oil and gas stocks bucked the trend, with WDS up 3.3% and STO gaining 1.9%, although coal stocks failed to fire.There was little of note on the corporate front. ZIP fell 5.1% after announcing it would exit its New Zealand business. PRU delivered a stronger-than-expected quarterly update. SKC climbed after announcing the sale of investment properties in Auckland. COL walked away from its proposed acquisition of Greencross from TPG Capital, while RRL fell 8.4% after issuing a softer FY27 outlook.In economic news, Westpac Chief Economist Luci Ellis warned that the current AI boom could face a correction if commercial returns fail to justify the lofty valuations.Asian markets were slammed, Nikkei 225 down 4.6%, HK down 2.3% and China down 3.9% - Korea closed for a holiday.US futures down - Dow down 403 and Nasdaq down 465. Oil up 0.9%. European markets set to fall 1%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 unchanged on futures expiry day at 8841, after an afternoon rally in the banks gathered pace, with CBA up 1.8% and NAB gaining 1.3%. The Big Bank Basket continued its recent run higher to $285.73. Financials were generally firmer, with SOL up 3.3% and GQG gaining 1.1%. REITs also pushed higher, led by SCG up 0.5% and SGP rising 2.0%. Industrials and technology stocks found buyers, with WES up 1.2% and ALL gaining 0.3%, while retailers edged higher as JBH rose 1.8%. Healthcare stocks also regained some poise, with CSL and RMD both moving higher. In the technology sector, buying returned to XRO and WTC, while REA had a strong session, up 6.6%, after reporting growth in listings. That helped lift CAR and SEK as well.Resources, however, were once again out of favour. BHP's quarterly failed to excite the bulls, with the stock down 2.3%. RIO also slipped, while FMG fell 1.1%. Lithium stocks remained under pressure, with PLS falling sharply and LTR following suit. Gold miners were mixed, with NST down 0.1% while GMD gained 1.5%. Oil and gas stocks eased as crude prices slipped, with WDS down 1.5%, while coal and uranium stocks also drifted lower.In corporate news, NWL reported record funds under administration (FUA). PPT announced it had received an improved takeover proposal from EQT, TNE maintained its FY26 guidance, and OBM warned of lower gold production in FY27 alongside higher all-in sustaining costs (AISC). On the economic front, Korean stocks were volatile again after the BoK raised rates.Asian markets were weaker, Japan down 3%, HK up 2.1% and China flat Kospi down 6%.US futures mixed - Dow up 45 and Nasdaq up 1. Oil off 0.5%. European markets set to rise a little.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.

Michelle MacDonald is a world-renowned strength and transformation coach helping women over 40 build muscle, reclaim their health, and lead themselves with unshakable discipline. A four-time FMG champion, elite Contest Prep Coach, founder of The Wonderwomen coaching team, and the strategist behind her mother Joan MacDonald's viral transformation, Michelle blends science, powerful storytelling, and mindset to redefine what's possible in midlife. Her mission? To end the cultural obsession with shrinking and show women how to rise throughstrength, structure, and agency. Michelle speaks boldly on aging, performance, hormone literacy, and training for life. She lives between San Miguel and Tulum, and yes, she lifts heavy.www.michellemacdonaldofficial.comwww.thewonderwomen.comwww.trainwithjoanofficial.comhttps://www.facebook.com/thewonderwomengroup https://www.instagram.com/michellemacdonaldofficial/https://www.instagram.com/thewonderwomenofficial/ https://www.youtube.com/@thewonderwomenofficial  Rejuve is a line of pelvic health and whole body health supporting supplements that are helping women have a daily poogasm, eliminate leaks and prolapse symptoms, and keep their vulvovaginal tissues supple and resilient. Get your Rejeuve Supplements https://rejeuve.com/ and use code Podcast to save 10% off your first order.Thank you so much for listening! I use fitness and movement to help women prevent and overcome pelvic floor challenges like incontinence and organ prolapse. There is help for women in all life stages! Every Woman Needs A Vagina Coach! Please make sure to LEAVE A REVIEW and SUBSCRIBE to the show for the best fitness and wellness advice south of your belly button. *******************I recommend checking out my comprehensive pelvic health education and fitness programs on my Buff Muff AppYou can also join my next 28 Day Buff Muff Challenge  https://www.vaginacoach.com/buffmuffIf you are feeling social you can connect with me… On Facebook https://www.facebook.com/VagCoachOn Instagram https://www.instagram.com/vaginacoach/On Twitter https://twitter.com/VaginaCoachOn The Web www.vaginacoach.comGet your Feel Amazing Vaginal Moisturizer Here 

The ASX 200 finished unchanged at 8809, fighting back from earlier losses as resources found a footing. US futures helped, as did steady markets across Asia. Banks eased back, with CBA down %, leaving the Big Bank Basket at $281.76 (-0.6%). Other financials also weakened, NWL fell 2.2% and SOL dropped 0.8%. REITs were easier too, with GMG down 2.7% and CHC falling 1.3%. WOW and COL slid 1% as defensives were sold down. Healthcare picked up a little, with CSL rising 1.3% and COH up 1.6%. Industrials generally eased, WES flat and TCL dropped 0.8%, with SGH off 1.4%. Tech stocks were mixed, XRO and WTC found buyers, TNE fell 1.3% and NXT was 3.2% easier. All-Tech Index fell 0.3%. Resources staged a good turnaround, with BHP up 0.6% and FMG up 1.3%, while the gold miners recovered after early losses. Bullion pushed back above US$4,000. EVN rose 3.2% and VAU gained 1.4%. S32 also had a better session, while lithium stocks posted small gains. Oil and gas stocks rose as crude pushed higher, with WDS up 3.0% and STO rallying %. Coal stocks were firm, WHC up %, while uranium stocks were whacked again. PDN fell 6.0% and NXG lost 3.2%.In corporate news, KKR joined the consortium bidding for SDF. LNW powered 8.0% higher on a guidance update. CTD remains suspended as it tries to negotiate terms with the UK Government to stave off a liquidation event. GMD and VAU agreed terms for their merger.On the economic front, the ANZ-Roy Morgan Consumer Confidence Index rose slightly. The Westpac-Melbourne Institute Consumer Sentiment Index rose 4.1% to 83.9 in July from 80.6 in June.Asian markets were better, Japan up 0.5%, HK up 0.3% and China up 1.2%, Kospi up 1.2%.US futures slightly positive. Oil up 1.7%.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 rose 44 points to 8,806, up 0.5%, after a slow start, with the banks finding their feet. For the week, the ASX 200 fell 38 pts. CBA rose 0.5% and ANZ gained 0.8%. The Big Bank Basket rose to $281.06 (0.6%). Other financials also firmed, with MQG up 0.9% and NWL rising 2.2%. ZIP rallied 2.0%. REITs were better, with GMG up 0.2% and CHC rising 2.2%. In the industrials, we saw some profit-taking, with TLS under pressure now that Vicki Brady is back on board from her holiday. WOW and COL were also in profit-taking mode after defensive buying earlier this week. Elsewhere, the healthcare sector pulled back after a strong week, with CSL down 2.1% and RMD falling 0.9%. Technology stocks were under pressure, unable to capitalise on the improved outlook for US software companies, with XRO down 1.3% and WTC falling another 1.8%. The All-Tech Index fell 0.6%.Resource stocks were the heroes today, as the iron ore miners pushed higher. BHP bounced 2.5%, RIO also recovered after yesterday's heavy falls, rising 3.8%, while FMG edged up 2.0%. Gold miners were back in the green after this week's weakness, with EVN up 3.4% and NST gaining 1.7%. Lithium stocks remained under a little pressure, with PLS up 0.4%. Oil and gas stocks eased, with WDS and STO both lower. Uranium stocks were stronger, with PDN up 4.1%, while SLX was one of the standout performers, soaring 9.4%.In corporate news, INA responded to media reports of an approach from PPC. BVS jumped after it upgraded its FY26 earnings. WTC fell despite reassuring the market on DSV relations. SFR up strongly on an increase in its Black Butte mine life. There was nothing of note on the local economic front.Asian markets were mixed with the Nikkei 225 up 1.7%, the Hang Seng up 1.3%, and the CSI index down 1.0%. Kopsi up 4.2% ahead of SK Hynix debut. European futures were narrowly mixed.US futures were weaker with the Dow up 12 and the Nasdaq down 153. 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 23 points as, once again, resources came under pressure. BHP fell 1.1%, RIO was hit hard following a broker downgrade, down 3.3%, and FMG also lost ground. Gold miners were weaker despite gold holding relatively steady. NST fell 0.9%, while EVN down 1.7%. Elsewhere, lithium and rare earth stocks also drifted lower, with S32 down 3.5%.Meanwhile, in the oil and gas sector, both WDS and STO rose, along with uranium stocks, following the deal with India announced by the Prime Minister. Banks drifted lower, with NAB the weakest of the Big Four, taking the Big Bank Basket down to $279.35 -0.1%). Insurers were mixed, as were financials, with ZIP falling 1.0%. The REIT sector also drifted lower, led by GMG down 0.9% and SGP off 3.7%, following yesterday's strong gains.Industrials and healthcare were slightly firmer. TLS recovered 1.2% after the outage issue, while both WOW and COL gained as investors sought out defensive names. Healthcare was also better, with CSL up 1.0%, although RMD slipped 2.8%.In the tech sector, XRO edged higher, although WTC eased slightly. Retail stocks also had a good session, with JBH up 0.3% and APE also rising 2.2%. Travel stocks eased as renewed US strikes in Iran pushed the oil price up 1.2%.In corporate news, SDF rose slightly as discussions continued on the takeover bid. FDC rocketed 12.3% higher after raising $400m in the largest IPO of the year, while LTR fell after securing gold price protection through forward selling to manage volatility.There was nothing of note on the local economic front, although we did see Chinese CPI and PPI data released today.Asian markets were mixed with the Nikkei 225 up 1.2%, the Hang Seng down 1%, and the CSI index up 0.6% European futures were  firmer.US futures were also better with the Dow up 50 and the Nasdaq up 162Marcus 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 another 19 points to 8785 (0.2%) as resources were once again under pressure. Well off the lows though of around 120 pts down. BHP fell 2.3% on potential strike action, RIO dropped 2.6% and FMG held up relatively well. Lithium plays remained depressed, with PLS down 3.3% and LTR falling 4.3%. Gold miners were also under pressure, although well off their lows, with NST down 1.7%, EVN crashing 4.2% and GMD also in trouble. LYC managed a small gain, as did BSL. Oil and gas stocks were a bright spot as crude prices rose, with WDS up 3.2% and STO rising 5.8%. Coal stocks also fared better, with WHC up 2.1% and YAL rising 4.0%. Uranium stocks were mixed.The banks were once again a safe haven, with the Big Bank Basket rising to $279.89  (0.98%) as CBA added 0.9% and ANZ jumped 1.2%. MQG slid 0.5%, while other financials were also under the pump, with NWL dropping 3.9%. Insurers were firmer on higher bond yields. REITs also pushed ahead, with SGP up 5.1% and SCG rising 0.8%. Healthcare took a breather today, with RMD dropping 0.8% and SIG falling 0.7%. The tech space was once again unloved, with WTC giving back recent gains, falling 7.3%, and XRO dropping another 1.2%. NXT fell 1.0%, while TLS eased % as a serious outage damaged the brand. The All-Tech Index down 1.4%. Retailers firmed, with WES up 0.5% and JBH gaining 1.9%.In corporate news, RMD sold a software business, GGP appointed a new COO, and ADH warned of a $43m loss driven by impairments.On the economic front, the RBNZ raised rates for the first time in three years. Locally, dwelling commencements fell 11.2%.Asian markets were weaker. The Nikkei 225 fell 1.2%, Hong Kong up 2.9%, China dropped 0.2%, while the Kospi fell 5.5% following Samsung's results. European futures were slightly weaker.US futures were also softer, with the Dow down 99 points and the Nasdaq off 42 points.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 down 13 points at 8,831 (0.2%) after drifting from positive to negative throughout the day. The banks were a little sloppy, with WBC down 1.1% and the Big Bank Basket falling to $273.60 (-0.3%). The insurance sector also eased, while the rest of the financials were mixed.REITs also had a mixed session, with CHC down 0.7%, while GMG edged slightly higher. Industrials lacked direction. Healthcare was the standout sector, with CSL up 2.0%, RMD rising 1.3% and SIG adding 1.1%. Technology stocks also found support, with solid gains in WTC and XRO, both up 7.3% and 1.8% respectively, while REA and CAR also finished higher.Resources were mixed, with BHP down 0.8%, while FMG rebounded 0.9% from Friday's losses. The gold sector was in focus after GMD launched a rival bid for VAU, joining RRL in the takeover battle. Despite the M&A activity, NST fell 1.8% and EVN eased 1.6%. Lithium stocks were also slightly weaker, with PLS down 1.7% and LTR falling 2.9%.In the oil and gas sector, despite little movement in crude oil futures, positive broker commentary helped WDS rise 0.8% and STO gain 1.4%. Coal stocks drifted lower, while uranium stocks were little changed.In corporate news, it was all about the new VAU bid from GMD. We also saw a solid quarterly from GGP, while WOR firmed 0.2% after securing a new consultancy agreement. In the tech space, IFT edged 1.4% higher following an independent valuation of its holding in CDC.There was nothing of note on the economic front today.Asian markets mixed, Nikkei 225 down 0.5%, HK up 1%, China up 0.2%. Kospi down 1.5%.US futures: Dow up 8 pts, Nasdaq up 223.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 dropped 56 points today to close at 8,723 (0.6%), with the banks suffering steep losses. CBA dropped 2.4%, and ANZ fell 2.5%, with the Big Bank Basket declining to $266.89 (-2.3%). Other financials were mixed, with MQG falling 1.2%, although HUB had a good day, rising 5.4%. REITs were again a little on the nose as distributions and higher bond yields continued to weigh on the sector. SCG fell 0.3%, and CHC dropped 2.7%. Industrials painted another mixed picture, with ALL falling 2.1%. Retail was also mixed, with JBH down 2.8% and WOW falling 1.8%. COL was hit hard following reports it was interested in acquiring the Green Cross veterinary business. TLS fell 1.0%. Healthcare was again mixed, with CSL continuing to add to recent gains, rising 3.2%, while RMD fell 1.6%. In technology, XRO dropped 2.8%, while WTC fell 0.4%. The All-Tech Index slipping 1.0%, helped by another strong performance from CPU, which gained 1.0%.In resources, a mixed picture as S32 sold its aluminium business to AAI, jumping 9.7%. BHP up 0.9% and FMG managing a 0.5% gain. Gold miners continue to push lower, NST down 0.8% and NEM falling 1.9%. Lithium stocks improved, PLS up 1.8% and LTR roaring 2.4% ahead. Oil and gas flat, uranium stocks slightly better, PDN up 6.8%.In corporate news, IPX jumped 5.9% after it secured up to $US6.6m from the US DoD to expand domestic production. ORI rose 1.6% after it agreed to proceed with its Hunter Valley Hydrogen Hub in NSW, with construction scheduled to begin in 2026 and first production targeted for early 2029. ASX reached an agreement with the corporate regulator and the Reserve Bank to reset its risk review program. WDS has assumed the role of operator of the Gippsland Basin oil and gas venture from 50% partner ExxonMobil. PPT jumped 16.8% before a trading halt as EQT look to have made a NBIO.On the economic front, building approvals fell slightly.Nikkei 225 up 0.8%, Kospi down1.2% HK closed and Shanghai unchanged. US futures drifting DJ down 163, Nasdaq down 81. 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 finished the financial year on a lacklustre note, falling 45 points to 8779 (0.5%) as the banks gained and gold miners came under renewed pressure. The Big Bank Basket rose to $273.04 (0.4%) despite CBA holding firm. Other financials fared well too with ZIP up 3.5% and SUN rising 1.2%. REITs struggled as ex-dividend stocks weighed on the sector, with GMG down 3.0% and SCG off 1.5%. Industrials were mixed. TLS fell 1.6%, while tech eased, with XRO up only 0.1% and WTC falling 2.4%. The All - Tech Index gained 1.3% as CPU rallied hard, up 4.0%. Retail stocks drifted lower, while ALL rose 1.3%. Healthcare succumbed to sellers, with CSL down 0.6% and RMD falling 2.2%.Resources were a sea of red. Gold miners were whacked again as bullion slipped below US$4,000. NST fell 5.8% and EVN dropped 5.2%. Copper stocks were slightly firmer, with SFR up 1.0%, while lithium stocks enjoyed a better session, led by LTR, which ‘roared' back, rising 1.5%. The big iron ore miners all fell, with BHP down 0.7%, FMG off 1.9% and BSL 3.8% weaker. Oil and gas stocks bucked the trend, with WDS up 0.9% and STO rising 0.8%. Uranium stocks drifted lower.In corporate news, CKF fell 2.5% after reporting slowing sales in Germany. ALX was unchanged as IFM increased its stake to 55%.On the economic front, RBA Minutes today. ANZ Consumer confidence picked up slightly. Nikkei 225 up 1.3%, Kospi up 1.2% HK down 1.4% and Shanghai up 0.7%. US futures firm DJ up 4, Nasdaq up 76. European futures slightly higher.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 59 points today to close at 8823 (0.7%), with the banks solid. CBA rose 1.0% and NAB gained 1.0%, with the Big Bank Basket up to $271.94 (0.8%). Other financials also had a good session, with NWL rising 3.1% and ZIP enjoying a strong day, up 8.7%, along with XYZ, up 4.9%. Industrials were also firm, with the retail sector performing well. JBH rose 2.2% and ALL also pushed higher. Plenty of Ex Dividends today in REITs and utilities.Technology finally appears to be finding its feet, with WTC up 7.2%, XRO gaining 4.5%, and the old-school platforms REA, CAR, and SEK all rising around 4% or more. Utilities were weaker, with ORG down 1.0%, while APA traded ex-dividend and also drifted lower. Healthcare stocks were better across the board, with CSL up 0.5%, RMD gaining 2.0% and TLX rising 5.5%.Resources painted a mixed picture, with BHP up 1.4%, RIO up 0.3%, and FMG the best of the iron ore majors, up 2.4%. Gold miners were mixed as bullion drifted lower, with NST down 2.3% while GMD gained 1.9%. Lithium stocks were once again under early pressure but recovered to see PLS finish up 0.8%. In the oil and gas sector, WDS edged slightly higher, while some of the uranium stocks also posted modest gains.In corporate news, NEU had a stunning day following progress on European approval for Daybue. RMS rallied 2.3% after agreeing to sell its Edna May gold mine for $300m, while KAR rose 9.1% after restoring production at the SPS-92 well and announcing a new on-market share buyback.There was nothing of note on the economic front today.Nikkei 225 down 0.4%, South Korea up 1.1%, HK up 2% and Shanghai up 0.4%.US futures firm DJ up 191, Nasdaq up 215. European futures slightly higher.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. 

Coverage that provides news and analysis of national issues significant to regional Australians.

The ASX 200 fell another 60 points to 8,749, down 0.7%. Once again, it was resources that bore the brunt of the selling, with the gold price testing $4,000 and heading below it, and gold miners slipping. NST down 3.3%, EVN down 3.8%, with the iron ore miners also under pressure today. RIO off 2.3%, FMG down 1.6%. Lithium stocks also fell away, with PLS down 5.0% and LTR also falling 7.4%. Copper stocks were very much on the nose, following falls in resource and commodity prices overseas. SFR down 3.6%. Meanwhile, oil and gas stocks were also easier as the oil price slipped another 1.7% in Asian trade, with WDS down 2.9% and STO down 2.8%. Not much happened in the uranium sector, with PDN slightly firmer on some results from Canada.The banks also struggled today, with CBA holding up better than the other three, still down 1.3%, while NAB was the worst of the bunch, down 3.4% following JDO's results and the stock being hammered 40.4%. The theory is that NAB is the most exposed to the business sector. The Big Bank Basket fell 1.3%. Other financials were less affected, with the insurers once again pushing higher. QBE up 1.3% and MPL up 2.7%. Industrials were a bright spot today across the board, with WES pushing up 2.5%, ALL up 2.4%, and retail stocks performing better after the jobs numbers released today. This points to an improving economic backdrop. We also saw WOW and COL continue to receive buying as defensive plays. TLS rose 0.6%.The REIT sector also did well today, with GMG up 1.1% and CHC up 1.0%. Healthcare was a standout sector as CSL continued to power ahead, up 2.3% and RMD also had a good day out, up 4.6%, with SIG performing well too. Once again, though, we saw losses in the technology sector, with XRO down another 3.5% and WTC giving back some of its gains from yesterday, falling X%, with the All Tech Index unchanged at CPU rose 0.5%In corporate news, A2M rose after declaring a special $300 million dividend. TEA also upgraded its earnings growth forecast, and THL received a fresh offer from a mystery suitor valuing the company at between NZ$3.30 and NZ$3.40 a share. JDO 40.4% smashed on higher provisions and slowdown. WOR down 9.7% on a second profit warning. EIQ soared 30.2% on an investment from PME.On the economic front, the headline unemployment rate fell to 4.4% in May, with employment rising by 40,000 and the number of unemployed people falling by 18,000. Most of the jobs growth, however, came from part-time employment, with only 5,000 new full-time jobs created.Nikkei 225 up 4.5%, South Korea up 7.0%, HK down 1.3% and Shanghai up 1.7%.US futures mixed, Nasdaq up 600 plus – Dow Jones up 65Marcus 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.

What does it actually mean to be an older shooter? In this episode of the Guns Podcast, hosts Brent Wheat and Roy Huntington dive into a candid, humorous, and deeply philosophical discussion about the reality of aging in the shooting sports community. Inspired by a wave of less-than-supportive comments from younger shooters on Instagram, Brent and Roy reflect on the evolution of a shooter's mindset—from the arrogant "know-it-all" youth to a stage in life focused on wisdom, mentorship, and simply enjoying the journey.   They tackle everything from dealing with internet critics and "FUD" name-calling to the physical realities of aching knees, failing eyesight, and why they wouldn't trade their hard-earned experience for youth. Stick around until the end to hear what advice they would give their younger selves, and a few classic police war stories about the psychological art of directing traffic!   In this episode, we discuss: The generational divide between younger Instagram shooters and seasoned veterans.   How the motivation shifts from proving yourself to improving yourself.   Why older shooters are comfortable in their own skin and impervious to online hate.   What Brent and Roy would say to their younger selves if time travel existed.   A hilarious sneak peek into police traffic control stories.   What would you tell your younger self about shooting, gear, or life? Drop your thoughts in the comments below! Like, subscribe, and hit the notification bell for more insights, gear talk, and shooting wisdom from FMG! #GunsPodcast #OlderShooters #ShootingWisdom #GunCommunity #FMGPubs #FirearmsMentorship #PoliceStories --- Have a topic idea or a guest you'd like to see in a future episode? Let us know in the comments or email editor@gunspodcast.us Never miss an episode! Subscribe to our YouTube channel @gunspodcastus or sign up for our newsletter to get the Guns Podcast delivered straight to your inbox each week. Buy our Merch! Visit Gunspodcast.us

The ASX 200 closed down 55 points at 8911 (0.6%), with the banks coming under some pressure and resources also slipping. CBA dropped 0.9%, WBC dropped 1.1%, but ANZ managed a small gain, along with MQG, which was again up on the day. The Big Bank Basket dropped to $269.97 (-0.75%). The rest of the financials were not faring so well, with ASX down 2.3% and HUB also down 2.3%, while ZIP fell slightly as well.The REIT sector also came under a little pressure again today, with GMG down 1.2% and SCG down 0.8%, while industrials were somewhat mixed as the tech sector continued to stumble lower. REA fell X0.6%, WTC dropped 3.4%, XRO lost 3.9%, and the All-Tech Index was down 0.5%. Retail eased slightly, although WES was up 0.3%, while both WOW and COL gained around 1%. Healthcare stocks were mixed, with CSL adding another 1.2%, but RMD fell hard on broker downgrades, down 3.8%.Meanwhile, in resources, we saw BHP slipped 0.8% on the iron ore price weakening, while RIO and FMG fell further. Gold miners were selectively under pressure, although gold in both Australian dollar and US dollar terms was slightly firmer. We had EVN down 1.9% and GMD up 0.3%, making for a mixed picture across the gold sector. Lithium and rare earth stocks fell back again today. PLS was down 3.0% and LYC fell 1.6%. We also saw selling in the oil and gas sector, with WDS down 1.2%and STO down 0.4%, while coal stocks eased back.In corporate news, CGF rallied slightly after its Fidante unit agreed to a merger with Channel Capital. SOL rose 0.8% after agreeing to sell its stake in Brickworks Property Trust to GMG. Elsewhere, EOS remained in a trading halt ahead of a material announcement involving a new defence contract.There was nothing special on the economic front. Citi estimates ANZ job listings fell 2.9% year-on-year in May, with Australia down 4.5%.Asian markets – China up 0.1% HK down 1.7% Japan up 1.7% Korea up 1.5%US Futures - Dow Jones up 248, Nasdaq up 339. Oil down 2.5%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 rallied another 49 points to 8966 as optimism continues on Fed and war outcomes. After a slow start, and despite iron ore falling, BHP managed a 0.6% rise as passive funds continue to flow into the Big Australian. RIO and FMG drifted lower. Gold miners continued their recovery despite bullion slipping a little, NST up 2.6% and EVN up 2.9%, with RRL doing very well. Lithium stocks also continued recovering, with LTR up 3.9% and PLS rallying 2.8%, while rare earth stocks were mildly positive. Oil and gas stocks fell as oil continued to be barrelled over, with WDS down 3.6% and STO off 1.2%. KAR dropped 13.4% on a production downgrade and oil price woes.Banks firmed, with CBA the standout, up 1.1%, and the Big Bank Basket rising to $271.99 (+0.6%). Other financials also did well, with insurers up on premium hike talks. MQG rose 1.2%, hitting an all-time high. REITs were also positive, led by GMG rallying 1.4% and SGP up 0.9%. Industrials were mixed, although improving risk sentiment helped. SGH rose 1.2% and ALL gained 3.1%, while healthcare was also better. CSL edged higher and RMD rose 0.6%. Tech stocks bounced hard, with WTC up 4.1% and XRO rallying 3.5%, taking the All-Tech Index up 1.8%.In corporate news, A1N rose 31.0% on a settlement with Kyle Sandilands. FLT took off , up 5.3% on a lifting of travel advisories despite earnings issues. SGM surged 1.8% following an earnings update. SYL rose 8.2% after agreeing to acquire 100% of Queensland-based Shamrock Civil in a $51 million upfront deal. On the economic front, there was nothing locally.Asian markets – China up 0.2% HK down 0.5% Japan up 0.7% Korea up 1%US Futures - Dow Jones up 21 Nasdaq up 201.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.

Today, clients are asking better questions online, and the firms that show up clearly may earn more attention. What does your digital presence tell search tools, social platforms, and real prospects about who you help? In this episode, Jeremy Houser talks with Samantha Russell, Chief Evangelist of FMG, about how financial advisors can improve their online visibility, build trust through social proof, and create content that answers real client questions. Samantha explains why niche messaging, fresh website content, reviews, podcast appearances, and strong LinkedIn activity matter as AI changes how prospects find advisors. Samantha discusses: Why advisors need clear niche messaging so AI tools can connect them with the right prospects How reviews, testimonials, and LinkedIn recommendations help build digital trust signals Why fresh blogs, social posts, and podcast transcripts help keep advisor content visible How to use AI tools to test whether your firm appears in client-style search prompts Why relatable stories and client questions can shape stronger advisor content ideas And more! Resources: FMG: 2026 Marketing Guide FMG AI Guide Connect with Samantha Russell: LinkedIn: Samantha Russell Website: FMG Connect with Jeremy Houser: jeremy.houser@simplicitygroup.com  713-808-8548 Schedule a Call Our Teams Website Connect with Jeremy @jeremyhouser_amp @jeremyhouserAMP About Our Guest: Samantha helps financial advisors create digital marketing strategies that produce exponential growth through channels such as content marketing, SEO, website development, social media and video.  A prolific speaker and content contributor, over 10,000 financial professionals have heard Samantha speak at industry conferences and even more have read her educational content in the pages of well-known industry publications.  Samantha is Investment News 40 Under 40 award winner, a ThinkAdvisor Luminary, and a WealthManagement.com “10 to Watch”.  She was part of the original five-person team that launched Twenty Over Ten and now serves as Chief Evangelist at FMG. There is nothing Samantha finds more inspiring than being able to empower advisors to market themselves effectively, and she gets a thrill from each message received from those financial advisors who are enjoying returns on their marketing investments. Disclosure #5441228 – 0626

The ASX 200 staged a remarkable comeback (again) to finish up 4 points at 8,918 after falling nearly 100 points in early trade. Banks were under pressure from the off on broker downgrades but fought back with ANZ up 0.9% and the Big Bank Basket flat at $270.33(). The RBA held rates unchanged for a change, although warned further rises could not be ruled out as inflation remained the focus.Financials were generally better, MQG up 0.7% and ASX gaining 1.0%, with ZIP up 1.8%. REITs drifted lower, SCG down 0.8% and SGP off 2.5%. Industrials were weaker, WES fell 1.1% with ALL off 1.6%, and tech continued to stumble around in the dark. WTC fell 4.2% and XRO down 1.7%, with the All-Tech Index down 0.3%. Healthcare was mixed, CSL up 0.7%, with RMD slipping 1.3% and SIG continuing to bounce as it has walked away from Boots. In resources, BHP was firm but uninspiring, FMG fell slightly, and gold miners were better again, with NST up 2.5% and EVN gaining 1.2%. Not much conviction behind the move, with rare earths falling, lithium stocks depressed, and uranium stocks mostly flat. Oil and gas stocks firmed, WDS up 2.0% and STO up 0.8%, with KAR tumbling 11.6% on a production downgrade.In corporate news, ALX unchanged on another rejection of the IFM bid. SXE roared 20% despite a placement at 400c to turbocharge growth opportunities.On the economic front, the RBA left rates unchanged. Warned again of inflation risks. Asian markets – China down 0.4% HK down 1.6% -  Korea up 2.1%, Japan up 0.3%.US Futures - Dow Jones up 19 Nasdaq down 48.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 showed solid gains to finish up 49 points at 8,653. Once again, it was the tale of two cities, with the best of times and the worst of times. The banks held steady, with CBA down 0.2%, and WBC doing well, up 2.0%. Insurers also pushed higher, led by QBE up 2.4%, and even ASX up 0.6%, with the Big Bank Basket at $266.54. Elsewhere, industrials were once again stronger, with defensive stocks taking the bull by the horns. WES rose 4.3%, TLS rose 2.0%, and both the supermarket stocks WOW and COL did very well, building on recent gains in the healthcare space. CSL was also strong as it looks to have turned the corner, up 3.5%, with SHL also firm, although SIG fell 5.5% on the back of media speculation that it was looking at buying the Boots chemist chain in the UK. REITs were positive, with GMG up 1.6%, CHC up 1.8%, and other industrials faring okay. Retail also had a good bounce, with JBH up 3.5% and ALL up 2.2%. Technology stocks were still very much in the doghouse, with XRO down 2.0%, TNE down 2.3%, and NXT down 4.1%. Utilities firmed in this environment, and the All-Tech Index fell 1.8%.Meanwhile, resources were once again on the nose, with BHP up 0.2%, and RIO and FMG also falling as iron ore came under pressure. Lithium stocks fell, PLS down 1.7%, and LTR falling a big 8.0%, with MIN also suffering heavy losses. The gold sector was also slammed again as the gold price fell out of bed, with NST down 3.5%, EVN falling 5.0%, and RMS also having a bad day, down 3.8%. Over in the energy space, Woodside slipped slightly, and Santos pushed ahead somewhat, with coal stocks under pressure, WHC down 4.4%, and uranium stocks still on the nose.In corporate news, SDF rose 36.2% after receiving a $6.00 non-binding indicative offer. IGO fell hard after a fire broke out at the Chemical Grade Plant 3 facility at Greenbushes. WES had a good investor day reaction, saying it would drive growth through AI and data monetisation. Citi downgraded banks following the budget changes. In economic news, the ANZ-Roy Morgan consumer confidence rose for the second consecutive week, lifting two points to 70.8.Asian markets weaker. Japan down 1.9% Hong Kong down 0.9%, and China down 1.1%. South Korea falls again.US futures: Dow down 78 and Nasdaq down 132. Oil down 1.5%. Europe opening easier. 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. 

Guys, I'm listening through the last few chapters of the Reimagine, and I am SO excited to share them with you. We've gotta get 'em perfect before release, but I swear to you the wait will be worth it (especially for FMG fans). In the meantime, A Strange Presence P2 and the chapter's listen along drop this week!

The ASX 200 finished the week on a sour note as the index fell 61 points to 8621 (-0.7%), ending the week down 1.2%. Banks were ugly today after Morgan Stanley downgraded the sector outlook. The Big Bank Basket fell to $266.42 (1.5%), with CBA off 1.7% and WBC sliding 1.2%. Other financials held up better, with MQG unchanged, ASX up 1.5% and ZIP rising 1.7%. Insurers also found some friends again. REITs were better too, with CHC up 1.1% and SGP rising 1.1%. Industrials pushed higher, with WES up 0.4%, while WOW and COL also performed well. Retailers were mixed, with JBH up 1.0% and APE drifting lower. Healthcare stocks were back from the ICU. CSL had its biggest one-day rise since 2022, up 5.8% as the rotation into the sector gathered pace. Even RMD enjoyed a very positive session, gaining 4.3%. PME rose 4.0% and COH added 5.6%.In the tech space, MP1 soared 15.2% after its capital raising, with Citi upgrading its price target by 41%. The All-Tech Index rose 0.7%, with CPU also trading higher.Resources, however, remained in a world of pain as profit-taking continued in BHP and RIO, with FMG down 2.3%. Rare earths and critical minerals stocks also unwound as the AI trade ran out of steam and copper prices fell. LYC dropped 2.9%, MIN fell 5.1% and SFR lost 1.2%. Gold miners drifted lower once again, with NST down 2.5% and NEM off 1.2%. Energy stocks were weaker, with WDS falling 1.3% and STO down 0.6%, while coal stocks slipped and uranium stocks found some nervous support.In corporate news, NHF rose 2.5% on the sale of an insurance business. RSG fell hard following its production report, while AGI rallied 16.8% after two directors resigned.Asian markets mixed. Japan down 1.0%, Hong Kong down 1.0%, and China down 0.7%. South Korea eases back around 1.6%US futures: Dow up 8 and Nasdaq down 280. Oil unchanged. NFP tonight.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 fell 100 points to close at 8686 _1.1%), with losses across the board. Banks held up better, with CBA down 0.6%, and WBC the worst of the bunch, down 1.7%, with MQG also falling 1.1%. The Big Bank Basket dropped to $270.46 (-1.8%). Insurers were better as bond yields rose, with QBE up 1.2% and the rest of the financials losing ground. Tech stocks were struggling today, with XRO falling back to earth by 4.2% and the All-Tech Index falling 1.4% as profit-taking moved in after the recent bounce. In the industrials, we saw TLS fall 2.9%, although defensive stocks bucked the downtrend, with WOW and COL both positive, along with utilities ORG and APA. Healthcare stocks were showing some signs of life, with RMD finding a bottom, at least temporarily, up 2.6%, and CSL up 0.4%. The real damage, though, today was done in the resource sector, as the iron ore price came under pressure and profit-takers moved into the iron ore stocks, with BHP down 3.3%, RIO down 3.3%, and FMG down 4.1%. Elsewhere in the gold space, we saw selling again in NST, off 6.1%, and EVN falling 3.0%, with lithium and rare earth stocks all under pressure. PLS dropped 4.5%. Big losers today as well were the big winners yesterday in the uranium sector, with PDN falling 8.2% and DYL down 5.2%. The oil and gas space was modestly higher, with both Woodside and Santos rising, together with coal stocks, with WHC rising 3.0%.In corporate news today, PME secured a five-year renewal in the U.S. TWE had a very good day as it presented to investors with no downgrades and some optimistic outlook statements. IPX fell 4.6% after its DFS study for its Critical Minerals project in Tennessee.Nothing significant on the economic front, although we did have some international goods trade data out, showing exports increased 7.2%, driven by metal ores and minerals.Asian markets mixed. Japan down 1.5%, Hong Kong down 1.4%, and China down 0.6%. South Korea eases back around 1.6%US futures: Dow up 26 and Nasdaq down 151. 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 consolidated Friday's gains with a loss of 2 point to 8729. Tech stocks were the star attraction, with REA up 1.5%, WTC up 8.7% and XRO rising 7.6%. The All-Tech Index rose 3.8%. Healthcare remains on the nose, with CSL dropping another 2.5% and RMD pummeled down 7.6%. REITs also slid, with CHC off % and SCG falling %. Banks were mixed, with CBA down 1.0% and WBC up 0.4%, leaving the Big Bank Basket down to $271.87 (-0.6%). Financials were mostly better, with ZIP rallying 5.2% as tech took off. Industrials were a mixed bag. TCL fell 1.8% and LNW dropped 1.0%, while BXB rallied 1.4% and CPU rose 0.9%.In resources, BHP was slightly firmer, RIO rose 1.6% and FMG improved. Gold miners were generally better, with EVN up 2.4% and CMM rallying 1.3%. Lithium stocks were on a charge, with PLS up 4.3% after huge rebalancing volumes last week, LTR up 3.3% and MIN up 1.2%. WDS and STO both made modest gains, as did uranium and coal stocks.In corporate news, LLC lost 5.5% after agreeing to sell the development rights in the Milano Santa Giulia mixed-use project in Milan. SYR soared 16.2% after its offtake dispute with Tesla was resolved, with the electric vehicle maker accepting that the alleged default conditions had been cured. MYX fell 2.9% as it expanded its US commercial footprint. CTT rose 25.5% as it moved to expand its presence in China through the launch of a flagship store on Tmall Global.On the economic front, ANZ-Indeed Australian job ads lifted 1.8%. Asian markets eased. Japan up 0.9%, HK up 0.8% and China down 0.6%. Korea up 4.1%.US futures up slightly, Dow up 49 and Nasdaq up 175. European markets set to open flat. Oil up 2.5%.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.

Can we put the data centers in space? Neil deGrasse Tyson and co-hosts Chuck Nice and Gary O'Reilly map out the future of human habitation, research, and industry in low Earth orbit with Ariel Ekblaw, founder and CEO of the Aurelia Institute. NOTE: StarTalk+ Patrons can listen to this entire episode commercial-free here:  https://startalkmedia.com/show/the-future-of-space-stations-with-ariel-ekblaw/ Thanks to our Patrons Richard Morgan, Kamila B, Douglas L, Izzi, Robert Lee, Alfredo Giachino, Andy Reinhart, Kacie Blu, Kimberly Freshour, Atmosphere327, Chris Rose, Gsjdhdbdh, Michael Nel, Morgan Shatz, Alfredo Morales, Petr Vlk, FMG, BryN S, Gunner Ford, Ori, Kimberly, David Kříž, Brendan Hanson, Catherine Westbrook, CT Vaughan, Jon West, Luc Gauthier, Smlamartina, DetroitLarry, Dave, Maarten Bakker, Monthen, Alixandria Taylor, Joe Maron, Ben Canty, Stephen Harris, Nandini and Nitin, Angel, Sascha975, Jalene Tangen, Courtney, Marcus, Jorge Coria, Emilio Jaen, Matt Tatro, Nicholas LaLonde, Mark Nicholson, Akira Stiebeling, Brandon Hill, Delphini Papadopoulos, Mauricio Valle, Mark Entel, Leif Callesen, Steven Crofts, Anthony Lofgren, Huzaifa Shabur, Kyle Has the Biggest Shlong in Media, Chase Phyfe, Davin, Greg Gray Lord of Hotdogs, Jeff Kolander, Gosh Dane It

The ASX 200 jumped 139 points to close the week at 8732 (+1.6%) on a very firm note as hopes built that there will be some resolution, or at least an extension of the ceasefire in the Middle East. There seemed to be a lot of short covering around today after the 125-point fall yesterday. We reversed that today, with the banking sector bouncing back hard, with CBA up 2.2%, NAB up 0.6%, and the Big Bank Basket up to $273.55 (+1.6%). Financials across the board bounced, with MQG up 1.1%, and even ASX rallying slightly, but it was resources that were really carrying the day today, as copper stocks advanced with BHP up 2.9%, RIO up 1.2%, and FMG also doing well, up 2.4%.The gold miners had a good day yesterday after falling around 7%, with NST up 3.4% and EVN up 4.2%. Copper stocks and lithium pushed higher, with S32 also up 3.0%, although we saw some obvious selling in the oil and gas plays, with WDS unchanged and STO down 0.5%. Uranium stocks firmed slightly in this heady environment. Tech stocks saw some modest buying, with NXT up 1.7%, CAR doing very well, and TNE up 2.0%. Industrials and retail rose slightly. We also saw good buying with JBH up 1.2%, BXB up 0.1%, and QAN doing well on the back of lower crude prices.In corporate news today, JDO had a great day after expanding its securitisation deal. IEL was trashed 16.2% after Macquarie slashed its target price, and THL soared 26.1% after a non-binding indicative offer from BGH Capital. Nothing on the economic front today. All eyes are on whether Donald Trump signs off on the latest proposal.Asian markets eased. Japan up 1.4%, HK up 0.7% and China down 1%. US futures up slightly, Dow up 42 and Nasdaq up 29. European markets set to open around 0.2% 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 started slowly with early losses, but after a benign and better-than-expected CPI read, the bulls were back. The ASX 200 closed up 60 points at 8718 (0.7%). Banks fought back from bigger early losses, with CBA up modestly and WBC down 0.6X%. The Big Bank Basket unchanged at $275.52, whilst other financials improved, with MQG up 1.0%. IFT was having a good day on some broker upgrades, up 5.8%, and HUB was doing well too, up 2.0%. A horror run continued for ASX as it fell another 9.7% on the news yesterday of a further capex blowout and broker commentary today. The industrial space was mainly better, with WES gaining 1.4%, ALL up 3.2%, and GMG also having a good day after the results yesterday. Healthcare perked up slightly, with a good run from CSL up 2.4% and FPH also having another good day, up 4.1%. The tech space was mixed, with TLS down 1.0%, WTC up 1.4%, and TNE up as well. The All -Tech Index rose 2% today.In resources, it was a mixed session, with lithium stocks a little under pressure. PLS fell 1.9%, and MIN also down slightly, but BHP up 1.5% and FMG also doing well. Gold miners were mixed, with a bias to the upside, as NEM rose 1.3%, and coal stocks again were firm, with YAL up 2.1% and WHC up 2.2%. Uranium stocks were also slightly firmer, with PDN up 2.4%.In corporate news today, WEB rose slightly following results, with guidance maintained. EDV fell 4.9% after it flagged a major restructure of its wine operations. SXL was up strongly after Gina Rinehart emerged as a major shareholder. KMD was also doing well on a strategic review, up 17.3%. NUF also had a good day, up 13.7%, as profits jumped on higher margins.In economic news, the monthly consumer price index showed inflation slowed slightly to 4.2%, below the 4.4% forecast. The dollar slid slightly on this news and hopes that the RBA is on hold firmed.Asian markets were once again gripped by chip fever in South Korea and Taiwan. Records and new trillion-dollar valuations.  Japan up 0.4%, HK down 1.1% and China off 0.6%. Kopsi up 3.6%. Taiwan up 2.4%.US futures slightly better. Brent crude down 1.6%No news on peace deal. US Cabinet meeting today.—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 kicked off the week up 35 points to 8692 (0.4%) as optimism on a peace deal washed through. Some scepticism remains, so it was a cautious start to the week. US markets are closed tonight. Banks held firm as NAB rose 1.1% and CBA dropped 0.7%. The Big Bank Basket was steady around $275.42. Insurers slid as yields fell, QBE off 2.1% and MQG lost 1.1%. Other financials were mixed, ASX down 1.2% with HUB up 2.4%. REITs were mixed too, GMG down 0.8% but CHC doing well on an upgrade, up 6.7%. Industrials were mixed, with defensives out of favour. TLS fell 0.9% and REA off 0.3%. WOW and COL steady. Retail rose as bond yields slid, WES up 1.5% and JBH up 1.3%. Tech found its feet, WTC up 0.8% and XRO rising 1.0%, with the All-Tech Index down 0.5%.In resources, RIO and FMG were all up around 1.6% or better. BHP rose 0.6%. Gold miners bounced hard, NST up 5.7% and EVN up 4.2%, with copper stocks also trading higher, SFR up 2.2%. Lithium and rare earths were mildly positive, LYC up 0.7% and MIN rising 2.7%. Oil and gas stocks eased back, WDS down 4.2%, and coal stocks had a great day after issues at one mine in China.In corporate news, QAN announced the London-Sydney non-stop route would be delayed by a year. It rallied 5.8% on oil falls. CHC rallied on another earnings upgrade. BPT fell 1.3% after selling a 60% stake in its Otway Basin project.In economic news, nothing today.Asian markets were better, with Japan up 3.1%, Hong Kong up 0.9%, China up 0.8%, and the Kospi up modestly. US futures were better, with the Dow up 404 and the Nasdaq up 420.  Oil down 5.5% The US and UK are closed today.—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 bounced back 99 points today to 8605 (1.2%) as banks led the recovery. CBA gained % with the Big Bank Basket up to $271.83 (=1.5%%). NAB the standout gaining 2.0%. MQG also had a good day up 1.9% and insurers did well as higher bond yields helped, QBE up 2.9% and MPL rising 2.1%. REITs also had a better day with GMG up 1.8% and CHC up 2.2%.Industrials were firm, WES finally finding buyers up 2.4% and TLS gained 2.6%. WOW and COL both did very well on some broker upgrades. Healthcare also found support, CSL up 2.6% and RMD gaining 2.0%. BXB fell another 0.6% and TUA up 17.6% after a 68% fall yesterday. Tech slightly better with the All-Tech Index up 0.8%.Resources eased back, iron ore off in Asia, BHP down 0.1% and FMG down 0.3% with gold miners mixed, NEM up 1.8% and NST falling 0.7%. Lithium and rare earth stocks slid, LYC down 4.3% and PLS falling 1.3%. Oil and gas stocks held, uranium stocks gained, coal better too.In corporate news, MIN rose 2.6% after it announced a restart at Bald Hill, SLC flagged a 4.5m share purchase for staff. TNE fell 2.9% as FX headwinds hurt.On the economic front, RBA minutes pointed to a pause perhaps from the RBA.  Asian markets bounced a little, Japan down 0.5%, HK flat, China down 0.4% Kospi down 2.8%.US futures lower with Dow down 39, Nasdaq down 105.  European futures opening around 1% lower. Oil down around 2%.—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 another 40 points to 8630 (0.5%) as the banks came under intense pressure following the budget last night. Adding to the bank woes was the update from CBA, which shocked the market as bad debts rose and growth was sadly lacking. CBA fell an astonishing 10.4%, with the other three banks also falling hard on changes to housing policy in the budget. The CBA fall accounted for around 85 index points. The Big Bank Basket fell hard to $260.67 (-7.1%) as the Big Resource Basket soared 2.2%, overtaking the banks. BHP led resource stocks higher, hitting another record high, up 2.9%, and claiming the mantle back from CBA as the 'big Australian'. RIO also had a good day on the back of near-record highs in copper, with FMG also putting on the ritz. Given the fall in CBA, the index elsewhere had a good day.The gold miners were in demand, although bullion was relatively stable. EVN up 0.6%, and NST up 1.0%. Lithium stocks had a small break today, with PLS easing back 0.9%, as did LTR, but rare earth stocks were back in demand, with LYC up a further 2.0%. Energy stocks were mixed, with WDS up 0.4% and STO having a good day, up 1.6%, but uranium stocks eased back, with PDN falling hard on results. Coal stocks firmed.Industrials generally rose post-budget, with the REITs doing well. GMG up 1.4%, WES finding a base, up 0.4%, and even retail stocks looking a little firmer, JBH up 2.0%. One of the big winners was in the gaming space, with ALL updating the market with some latest numbers and rallying strongly, up 13.3%. Technology stocks were also in demand today. XRO rose after announcing some AI integration progress, although WTC was still on the nose. Healthcare stocks were also slightly better today, with CSL up 0.2% and RMD having a good day for a change, up 2.0%. Financials ex the banking sector were also firm, with AMP up 1.7% and GQG having a very good day, up 4.8%.In corporate news, CSL signed a flu vaccine deal in South America, PRN also doing well up 8.4%, after being awarded a mining contract, and TPW fell again after guidance was cut. In other news, WTC fell slightly after DSV confirmed it will transition away from cargo-wise and on to an in-house solution. ALL was a huge winner on a first half beat.Asian markets better with Japan up 1.2%, China up 0.5% and HK down 0.2%; The Kospi back up 2.4%US futures modestly higher, Dow futures down 2, Nasdaq up 149. European futures opening slightly higher. US PPI tonight.—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 Todayhttp://bit.ly/mt-trial-podcastJoin Marcus TodayUse code MTPODCAST for 10% offhttp://bit.ly/mt-join-podcast-offerMT20 – Managed ETF PortfolioA 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 InvestingA short video series on timing, behaviour, and decision-making. No stock tips.http://bit.ly/mt-principles-podcast—DisclaimerThis podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.

 The ASX 200 fell 31 points to 8671 (0.4%), as once again we saw selling in the banking sector weigh on the market. The Big Bank Basket fell to $280.74 (1.6%), with CBA down 1.4%, ANZ falling 2.1%, and MQG also coming off the boil, down 2.2%. Other financials also eased back, NWL dropped 3.0% and XYZ down 3.1%. Once again, we also saw REITs under pressure, with SCG off 1.1% and CHC down 1.2%. Industrials were also weaker across the board, led lower by WES down 1.8%, with two supermarkets falling heavily and the tech sector under renewed pressure, with WTC falling 5.9% and XRO falling 3.5%. The All-Tech Index fell yet again by 2.8%. In the healthcare space, a continuation of the falls, as brokers downgraded CSL and it fell another 2.2%, with RMD also now heading much lower, down 3.4%. Retail stocks also suffering, with JBH off 2.1% and HVN falling 2.5%.Resource stocks, though, had a good day, with BHP hitting record highs up 2.5%, with RIO leaping 3.1% and FMG also firming. Gold stocks were also doing well today on the back of a higher bullion price, with EVN up 2.8% and NEM also doing well, up 4.4%. S32 had a good day, and lithium stocks also powering ahead, with LTR roaring up 5.3%. Oil and gas stocks were slightly firmer, with coal and uranium stocks both under pressure, with PDN falling 3.9%.On the corporate front, DRO fell heavily after ASIC announced an investigation into Director Selling. HLO rose slightly after Peter Costello was appointed a director. IAG firmed 1.9% after it unveiled its refreshed ‘Ambition 2030' strategy.In economic news, business credit demand flattened in the first quarter. Business conditions fell for the fourth straight month in April, according to the NAB monthly business survey, and we did see the ANZ Roy Morgan survey as well of consumer sentiment hitting lows again. It dropped 3.1% to 64.1%, the fourth lowest reading since the series started in 1973.Asian markets saw losses today; Japan up 0.5% on the Nikkei, HK flat%, and China down 0.3%. Kospi fell 3.2%US futures headed lower. Dow down 10, Nasdaq down 130. 10-year yields drifted to 4.99%. European markets are set to open lower. US CPI tonight.—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.

Highlights – The SEC Sydney conference Brilliant to see a full house standing room only for Minister Bowen's talk. Great to have >8000 attendees to the wider trade hall and >100 speakers over two days in up to 8 theatres concurrently. So many people pulling in the right direction, reinvigorating. Highlights – Fuel Tax Credit reform Whilst the Albanese government has ruled out FTC reform in next TUES budget, it is still a campaign CEF and our allies are working extensively on, maybe for MYEFO Dec'2026. Brilliant to see Twiggy, Chair of FMG, give a SEC keynote speech, and more than half of it was on the need for FTC reform starting in the mining sector. FMG is busy funding an ad campaign to elevate the topic and inform voters. Twiggy's slide deck was mostly leveraging my CEF colleague Matt Pollard's number crunching and work. Highlights – The Cheaper Home Batteries Program and Accelerating capital deployments Almost every presenter at the SEC conference talked about the brilliant milestone of >10GWh combined across 380,000 new home battery installs in just 10 months. April 2026 was a record high, showing how much capital and skills can be deployed at speed and scale when the policy / economics are aligned. Treasurer Chalmers has allocated $7.2bn for the home battery scheme, and to-date $3.3bn has been deployed, including a $1bn in the month of April. Nothing like a single program in a single month deploying $1bn to kick up the momentum. CEF & Greenhouse are tracking budget and capital deployments in cleantech, decarbonisation, electrification and green metal value-add exports and since the start of 2023, an additional $90bn has been put on the table - $82bn federally and $8bn collectively from the states. This $8bn was bumped up nicely last week with the WA Government putting a $1.4bn Clean Energy Fund into the WA State Budget. We have tracked in CY2025 deployments of some $15bn, and in the first 4 months of 2026, we have tracked another $6bn (an $18bn run-rate). CCF and ARIA had been running campaigns to push the governments to accelerate the speed and scale of capital deployments, and we are seeing progress. From 1 July 2026 the new $5bn Net Zero Fund opens its doors, so there is capacity building. But good to see momentum improving. Highlights – More RE share => lower energy prices AEMO QED report highlighted RE share in 1QCY2026 was 46%, after the record high 50% share seen in 4QCY2025. So we are making progress. We also saw reports the installed utility scale BESS capacity will treble in the next 1-2 years, making grid reliability better, and now batteries are the #1 price setting technology in the NEM, diluting the power of gas peakers in setting high prices at times of high demand. BESS => deflation And also worth thinking about the contrast of 2026 vs 2022: in 2026, petrol prices are up 50% vs the start of this year, but domestic gas prices are down 20% vs the start of this year, and electricity prices are down 12% as well. Last time we had a fossil fuel industry war back in 2022 when Putin invaded Ukraine, petrol prices doubled, gas prices doubled and electricity prices trebled. Chalk and Cheese. The gas cartel is in check in 2026, and RE shares are much higher, giving proof to the fossil fuel vested interests lie that RE => higher energy prices. The opposite, we now understand fossil fuel prices are hyper inflationary. And energy independence is a new key theme to add in support of electrification and decarbonisation. We will win this fight, we just need to go twice as fast. Lowlights The Albanese government has ruled out a 25% LNG export levy, very disappointing. The government has made "now is not the time" their mantra to show a lack of political will, using the excuse their #1 priority is to secure oil imports for Australia and they don't have the capacity to do two things at once. Very poor form, but we can never under-estimate the power of the incumbent fossil fuel industry, their lobbyists and their corrupting donations. We did secure an East Coast Gas reservation of 20% of production from 1 July 2027. Good and bad, it helps reduce energy cost inflation for sure, but it also means the hurdle for electrification and decarbonisation is harder, given methane is cheaper. Main Story – Our Clean Energy Finance Report: Green Metal Statecraft: Policy, Investment and Technology Trends in the Green Iron Evolution https://climateenergyfinance.org/wp-content/uploads/2026/04/CEF_Green-Metal-Statecraft_-Policy-Investment-and-Technology-Trends-in-the-Green-Iron-Evolution.pdf The decarbonisation and electrification of the global iron and steel industry is undergoing a structural recalibration, shifting from a period of speculative optimism on the now deflated hype regarding the rapid deployment of GH2, and into a slower decarbonisation trajectory. This report provides qualitative update of the investment, technology and enabling policy trends that will underpin the transformation of the iron and steel value chain. In aggregate the global sector is advancing unevenly, haltingly, sporadically and at a pace that remains deeply misaligned with the speed and breadth of decarbonisation of the sector – which contributes 7-9% of global emissions – demanded by the climate science. For every step forward on an individual project or market-level, the broader investment pipeline showcases an equivalent case study of project delay, cancellation, and restructure in the face of unresolved structural headwinds. Despite tens of billions in state aid, a strengthening carbon pricing mechanism, and supply-side and demand-side market forming mechanisms in the EU, the European investment pipeline has undergone a significant contraction in recent years. The investment trends, or lack thereof, of proposals progressing towards FID in Europe are indicative of structural headwinds. European electricity prices, even prior to the last two energy crises, remain 2-3x that of the US and domestic methane gas costs are 5x that of the US, and a similar order of magnitude higher than the rapidly emerging competing iron reduction region of the Middle East and North Africa (MENA). There remains a clear bankability gap for near-zero carbon routes for iron and steel production. Across both the EU and China, deep decarbonisation means a structural shift away from coal-based production pathways in blast furnaces (BF) and basic oxygen furnaces (BOF). High upfront capital cost intensities, exposure to higher operating costs in electricity and renewable hydrogen – notwithstanding strong public capital support, decarbonising mature lower-emission pathways in hydrogen-based direct reduced iron (DRI) and EAF smelting face major bankability gaps. Despite the US war on Iran, the MENA region is emerging as a strategically important DRI production corridor, with significant methane-based DRI capacity operational, and the largest development pipeline of new gas-based capacity. MENA's competitive advantages in lower-emissions iron and steel production extend further into near-zero emissions manufacturing with some of the world's best renewable energy resources, low costs of capital and less stringent regulations and approvals processes than the EU. MENA's geographic proximity to Europe, existing DRI infrastructure, and access to competitive renewable energy position the region as the most credible near-term supplier of lower-emission primary iron to Europe's growing need for decarbonised iron and steel. At the current pace of decarbonisation, demand for DRI is expected to grow by 50% over the coming decade to reach 224Mtpa by 2035. The day we released our report, the US saw a FOAK 1.9Mtpa hot DRI plant reach FID at US Steel, co-located with 4 EAFs. This US$1.9bn investment is despite Trump's anti-decarbonisation agenda, the economics simply work. A big step forward, even in the US Globally, we have a long way to go. It is a race, and Australia needs to get into the race. Australia is half the worlds iron ore exports, whilst China is half the world's steel production. So there is a massive opportunity for the two biggest countries globally in the steel supply chain to work constructively together. But if we don't want to work with China, they will take their capital and capacities elsewhere. What's coming up? 12 May 2026 we have the Federal 2026 budget 27/28 May 2026 CEF will be attending the Hunter New Energy Symposium in Newcastle to talk about the progress in the Hunter Valley on practical advances in the energy transition as it is occurring there.

The ASX 200 fell 21 points to 8666 (0.2%). Banks held firm as resources struggled against a sea of oil troubles. As crude rallies, commodities elsewhere are falling. ANZ results kick us off in the morning and the Big Bank Basket firmed to $ 288.69 (+0.9%). Other financials did well too, SOL up 2.6% with AMP better and insurers also doing well, QBE up 0.8% and MPL up 1.7%. REITs better too, GMG up 2.2% and SCG rising 1.6%. Industrials had a green tinge, WES rallied 0.8%, BXB 2.5% better and REA jumped 1.5%. Tech stocks got a boost from US tech, WTC soaring 3.4% with NXT up 1.7%. The All-Tech Index up 0.5%. Healthcare mixed, CSL falling another 1.1% with RMD in trouble, off 1.9%.Resources bore the brunt of the selling, BHP off 2.2% with FMG down too, gold miners slid, NST off 2.7% and EVN falling 5.3%. Higher oil prices hurting. S32 collapsed 5.4% on an update from a US project, MIN jumped 3% on an update and lithium stocks slipped lower. LTR down 3.3% and IGO off 1.9%. Oil and gas pushed ahead, WDS up 1.5% and STO up 3.0%. Uranium stocks sold down, PDN off 4.7% and LOT fell 34.0% on production issues. In corporate news, EOS reported a $518m contract backlog. 4DX has a cash balance of $282.7m. Operating revenue rose 12% to $5 million with gross margins above 90%. WOW was smashed 7.8% on an update as higher diesel costs are starting to impact profits. The ASX announced Daniel Yip will take over as interim CEO.In economic news, prices for imports rose 0.1% in the March quarter 2026 but fell 0.3% over the last 12 months. ECB and BoE tonight.Asian markets slide, Japan down 1.1%, China down 0.3% and HK off 1.3%.Dow Futures down 280, Nasdaq down 80. Oil hits wartime high.—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 7 points to 8786 for the fourth straight day. It fought back from earlier losses, as banks steadied and traders squared up before another crucial weekend. The Big Bank Basket back up to $289.81 (+0.3%). Other financials saw some buyers return, SUN up 4.5% as it reaffirmed guidance, MQG jumped 0.7% and MPL also fighting back, up 1.8%. REITs were mixed, GMG fell 0.6% with healthcare finding some buyers to square up after a torrid week. CSL rose 0.8% and COH turned around early losses to close up 2.5%. Still a week to forget. Tech mixed, XRO up 0.3% and REA down 1.5%. Utilities firmed, ORG up 2.6% and APA doing well. Retail fell, APE off 2.5% and TPW falling 3.3%.Resources were patchy. BHP flat, RIO dropped 0.2% and FMG disappointed falling 5.7% on quarterly. Gold miners too under pressure as oil trundles higher. EVN down 2.2% and NST off 3.5%. Oil and gas stocks pushed ahead, WDS up 2.6% and STO up 1.0%. Uranium stocks saw profit-taking. PDN down 2.6% and BMN falling back a little.In corporate news, plenty of quarterlies, IGO smacked 17.9% on disappointment on spodumene production at Greenbushes. NXL jumped 15.0% on a court ruling with ASIC's case dismissed, PLS up 1.6% after a good quarterly number. VUL jumped 3.1% after construction kicked off at Lionheart.Nothing on the economic front. Oil up for five days in a row. 10-year yields ease to 4.98%Asian markets mixed, Japan up 0.1%, China down 0.2% and HK up 0.2%. Oil up 1.3% in Asian tradeUS Futures ease, Nasdaq up 157 (Intel), Dow down 67. Europe is opening down again, off around 2% this week. Similar to ASX 200, down 1.8% this week.—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 limped lower by 8 points to 8937 (0.1%) for a flat week. Banks continued to be weaker, NAB falling another 2.0% and WBC off 0.7%. The Big Bank Basket fell to $298.43 (-0.3%). Financials mixed, HUB rose 2.8% and PNI rose 3.8%. ZIP had a great day up 13.7%. REITs slipped slightly with CHC down 0.6% and GMG falling 0.5%. Healthcare under pressure still, RMD down 1.6% and CSL off 0.3% with SIG 2.2% better on broker research. Tech managed small gains, WTC up 2.9% and XRO rising 0.2% with REA better. Resources were mixed, BHP unchanged with RIO and FMG doing slightly better. Gold miners mixed despite bullion drifting higher. EVN down 2.0% and GGP off 1.5%. Lithium stocks soared, LTR up 6.3% and MIN rising 7.1%. Oil and gas eased, coal stocks fell and uranium firmed, PDN up 2.8% and BOE up another 4.6%.In corporate news, ZIP soared 13.7% on better numbers on bad debts, PDN rose on production numbers and AAI fell % after results fell short of expectations. NEM also flagged no production issues following the earthquake this week.Asian markets saw modest gains - Japan down 0.9%, HK down 1.3% and China off 0.3%. 10-year yields rise to 5.0%.US Futures jump, Nasdaq down 38, Dow up 77. Europe is opening flat and quiet.—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 jumped 45 points to finish at 8971 (0.5%). Despite banks under pressure, the index made good solid gains. The Big Bank Basket fell to $308.15 (0.5%) with WBC down 2.6% on an outlook statement for HY results. ANZ fell 1.0% with other financials doing better, MQG up 3.7% on a broker upgrade, NWL rising 2.7% and XYZ up 5.5%. Insurers were better with QBE gaining %. REITs saw buyers emerge, GMG up 1.6% and SCG rallying 1.4%. Tech was a winner today, WTC up 3.8% and XRO up 3.9% a day after MS downgraded, the All -Tech Index up 2.1%. Retail drifted lower, healthcare better but muted. Resources were mixed, BHP soared 3.2% on copper exposure, RIO and FMG bumped higher and lithium stocks slightly better. Gold miners recovered but only modest gains, GGP up 1.3% and WAF up 1.8%. SFR also doing well on copper exposure, up 3.3%. Oil and gas stocks slipped, WDS down 0.6% and uranium stocks soared as long term prices increased, PDN up 6.3% and LOT up 9.7%. In corporate news, CU6 signed a commercial manufacturing agreement with Nucleus RadioPharma, UNI fell 1.5% after its CEO announced retirement plans. QAN also landing softly after warning on higher jet fuel costs.In economic news, Consumer confidence was heading lower according to Melbourne Institute.Asian markets soar, Japan up 2.4%, HK up 0.1% and China up 0.3%. 10-year yields fall to 4.94%.US Futures jump, Nasdaq up 35, Dow down 5. Europe is opening 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.

Highlights – The Business Leaders Forum at Boao, China Tim attended the Boao Forum in Hainan Island, China, joining an Australian delegation that included Oliver Yates, Frank Jotzo, Justin Punch, Jenny Selway, Geoff Brooks, Andrew Forrest and six members of the FMG green team, and Australian Ambassador to China Scott Dewar. China's stated position remains one of full commitment to electrification and decarbonisation. Highlights – PRRT Reform The ACTU continues to call for a flat 25% tax on Australian LNG to replace the The Petroleum Resource Rent Tax, with the objective of capturing windfall profits and generating tax revenues of up to $10bn to fund energy poverty relief across Australia. The Albanese government is reported to be considering options to impose a new levy on gas multinationals, as well as further changes to the Petroleum Resources Rent Tax (PRRT). CEF's Matt Pollard has published a detailed analysis (featured in Pearls & Wisdom) examining how the Queensland State Government's 2022 move to a progressive tiered royalty system saw the state receive 40 cents in the dollar for coal export sales above $300/t, with five lower tiers starting at 7% when coal prices are depressed. This generated $18bn in FY2023, compared to NSW receiving $4.5bn under its existing framework. The coal industry recorded $50bn in gross profit in a single year during a period of elevated energy prices affecting consumers. Highlights – Accelerating Capital Deployments Treasurer Chalmers' Single Front Door pilot is now operational. The Treasurer noted: "The supply chain disruptions we are seeing as a consequence of the conflict in the Middle East demonstrate just how important it is to build up our sovereign capability in these essential areas." Four project proposals are under consideration: HAMR — converting biomass into low-carbon liquid fuels, leveraging the Federal Government's $1.1bn low-carbon liquid fuels funding via the CEFC Ardea Resources' Kalgoorlie Nickel & Cobalt Project (WA) — one of Australia's largest nickel and cobalt resources New Energy Transport's Wilton Project (south-west of Sydney) — a large-scale zero-emission heavy road freight depot Copenhagen Infrastructure Partners' Murchison Green Hydrogen Project (mid-west WA) — a green hydrogen plant proposing large-scale green ammonia production using wind, solar, and desalination. This proposal received an $814m Hydrogen Headstart grant from ARENA in March 2025. The project's path to FID appears contingent on securing a long-term offtake agreement and an Asian CBAM mechanism. Government capital deployments total $4.5bn year-to-date as of April 2026, representing an annualised run-rate of $16bn, up from CY2025's $15bn — and excluding a potential Tomago deployment of up to $10bn. Lowlights Canavan and Co's coal-to-oil proposal is a thought bubble. (stronger language in the podcast) Main Story – CEF Op-Ed in The Energy: Lessons for Australia from the Global Energy Crisis As global oil markets face significant uncertainty and price volatility, China has spent two decades building energy independence as a strategic hedge against exactly the kind of energy disruption now affecting global markets. At the recent Boao Forum in Hainan, energy security framed every panel across the week. China's position was clearly stated: it will maintain its electrification and decarbonisation targets and engage with any nation that wishes to participate. This stands in contrast to Washington's current posture. Building a new oil refinery would take approximately a decade, and no private investors are currently proposing to do so in Australia. Australia's two remaining refineries are sub-scale, ageing, and have received ongoing government subsidies. Coal-to-liquid technology has not attracted significant investment in comparable economies. Australia does not need to replicate China's political model to draw lessons from its long-term energy planning approach. A 15-year transition horizon for the trucking sector — shifting away from imported diesel — is achievable if investment begins now. Rooftop solar can be installed within hours. An EV purchased today eliminates imported fuel dependency for approximately 20 years, directly contributing to domestic energy security. One observable consequence of the current geopolitical environment is that electrification timelines are likely to accelerate globally. What's Coming Up Tim is travelling to Perth to speak at a Critical Battery Minerals conference, presenting CEF's recent report on China's expansion into critical minerals, strategic metals mining, and upstream value-adding, and the implications for Australia. 6–7 May 2026 — SEC Sydney Conference 12 May 2026 — Federal Budget 2026

The ASX 200 finished a very strong week down 13 points to 8961 as we await further Iranian negotiations. For the week, we were up over 4.4%, the best week since October 2022. Banks were steady despite some issues with mortgages on the AFR front page, the Big Bank Basket $310.35 (+0.3%). Other financials were mixed, ZIP up 2.1% and GQG up 0.9%. NWL rose 2.3% with ASX also better. REITs better, GMG up 0.5% and SGP rising 1.2%. Industrials and healthcare fell, CSL down another 0.7% with RMD off again and WOW falling 0.9%. TCL fell 1.9% on traffic numbers. Tech smashed again, WTC down 2.6% and XRO off 2.7%. The All-Tech Index fell 0.8%. Resources were a little mixed, BHP fell 1.1% on iron ore negotiations perhaps, FMG off 1.3% as it unveiled more green and renewable plans for the Pilbara. Gold miners drifted a little lower, EVN off 2.7% and NEM falling 0.6%. Lithium stocks better, LTR up 2.4% and PLS rising another 1.1%. Oil and gas stocks fell again, WDS off 0.2% and STO falling 0.6%. Coal under pressure and uranium slightly firmer, PDN up 2.0%.In corporate news, TLX rose 7.3% on some good news from the FDA, MFG flat after shareholders vote for the merger, AMP rose 4.2% as new CEO laid out his plan.On the economic front, nothing locally, but Chinese PPI rose. Asian markets firmed, Japan Nikkei up 1.9% but TOPIX flat, HK up 0.6% and China up 0.7%. 10-year yields rise to 4.97%.US Futures near flat. Nasdaq down 10, Dow down 76. Europe is opening modestly better.—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 jumped out of the blocks, but was well off highs of 8804, closing up 149 points at 8729 (1.7%). A serious bout of optimism as the Trump deadline approaches. Banks firmed with the Big Bank Basket up to $297.88 (2.3%). CBA up 2.4% and MQG charging 3.2% ahead. Other financials were mixed, HUB up 3.3% and ZIP gaining 6.0%. REITs mixed too, GMG up 0.7% with industrials firming, WES up 1.3% and ALL rising 1.3% with tech doing better, WTC up 3.4% and XRO rallying 1.7%. Healthcare mixed, CSL up 1.0% and retail flat. GYG had a good day as shorts covered on a trading update, TLS fell 0.4% and supermarkets mixed. In resources, BHP, RIO and FMG all did well, the big Australian leading the charge, up 3.3%. Gold miners pushed ahead, NST up 2.0% and GGP rising 4.0%. Rare earths did better, LYC up 4.6% and lithium stocks also pushing ahead. Uranium stocks mixed, LOT fell 2.2% on production issues and PDN squeezed 0.8% higher. Oil and gas stocks generally better, WDS up 2.5%.In corporate news, CSL said most of its products would be exempt from the 100% tariffs, RCE appointed Tim Ford (Ex-TWE CEO) to the board.On the economic front, household spending rose 0.3% month-on-month on a current price, seasonally adjusted basis.Asian markets steadied, Japan unchanged, HK down 0.7% and China down 0.2%. 10-year yields 4.99%.US Futures ease ahead of deadline, Nasdaq down 139, Dow down 122. Europe opening slightly better.—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 jumped 190 points to 8672 (2.2%) on US/Iranian news and a spectacularly strong US bounce. End of month and short covering helping lead us in. Confidence built throughout the day. Resources roared back to life as the USD fell slightly, and oil prices steadied. BHP up 4.3% and RIO up 3.5% with FMG joining in up 3.8%. Lithium stocks raced ahead, PLS up 3.5% and MIN rising 5.2% with the gold sector rebounding hard. NEM up 4.5% and EVN jumping 8.2% on gold and copper rises. S32 jumped on aluminium exposure, rare earths also doing well, ARU up 8.9%. Uranium stocks rallied hard, PDN up 6.9% and NXG jumped 6.7%. Oil and gas stocks took a pause, STO up 0.1%. Coal stocks steady.In the banks, a decent rise with the Big Bank Basket at $290.26 (+2.0%).MQG soared 3.3% and other financials also did well, ZIP up 10.7%. REITs mixed, GMG rising 2.3%. Tech stocks gained, XRO up 2.5% and REA up 2.5%. Retail better, JBH up 1.4% and travel stocks jumped, FLT up 4.8% and QAN taking off. The All-Tech Index up 3.3%.In corporate news, APE rose after entering into agreements to acquire two Audi dealers in Melbourne. PRN rose 4.1% on a new CEO. SGR blipped 8.7% higher after Chow Tai Fook Enterprises and Far East Consortium took full control of Brisbane's Queen's Wharf precinct.In economic news, dwelling approvals rose 29.7% in February to 19,022, driven by a surge in private apartments.Asian markets eased, Japan rose 4.5%, HK up 2.0%, and China up 1.4%.10 -year yields fell to 4.91% on peace hopes.US futures: Dow up 76, Nasdaq up 113—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 recovered well, closing down only 55 points at 8461 (0.7%), still looking at the worst month since Covid. Banks and industrials were hit hard with CBA down % and WBC off %. The Big Bank Basket fell to $284.96 (-2.7%). MQG dropped 1.0% and other financials were weaker, SUN finished off 1.8%. REITs too suffered with GMG down 1.4% and SCG falling 1.2%. Healthcare also weaker, RMD down 0.9% and CSL off another 1.7%. Tech smashed again, WTC down 4.8% and XRO falling 3.2%. The All-Tech Index fell 2.8%. Supermarkets closed higher and TLS held firm, although retail stocks weakened. JBH down 3.4% and ALL down 2.6%. Travel stocks also falling QAN off 2.0% and FLT falling 4.4%.In resources, BHP held firm, RIO rallied 4.9% and FMG up 1.8% with gold miners finding support. Lithium stocks also firm on EV sales picking up, PLS up 2.3%. Oil and gas stocks better, KAR hit highs on a board reshuffle, WDS up 2.2% and coal stocks also rising strongly. Uranium stocks finding friends too. AAI soared 8.6% on news that two producers in the Middle East were hit.In corporate news, KMD remains suspended, AMP announced a $150m buyback late Friday. WJL saw its CEO resign and DRO announced the opening of a European HQ. Asian markets slumped then fought back, Japan down 3.0%, HK off 0.9% and China up 0.1%.10 -year yields fell to 5.06%US Futures flat.—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 only 9 points to 8516 (-0.1%) with a gain this week of 1%. Trump extended the deadline for hitting Iranian energy assets by ten days, helping US futures turn positive. A mixed picture today, the Big Bank Basket $292.85 (%). Other financials slid, MQG off 2.2% and HUB down 2.7% with SOL doing well up 5.0%. REITS down again as bond yields rose, GMG down 1.3% and SCG off 0.3%. Industrials too were weaker, ALL down 1.4% with QAN off 0.7% and REA and CAR both easing. Tech stocks steadied with XRO gaining 0.6% and the All-Tech Index down 1.5%. Retail was mixed, with healthcare down, CSL falling 0.8% and RMD off another 0.5%.In resources, firm in places, BHP flat, RIO up 1.5% and FMG doing well on higher iron ore prices. Gold miners slipped slightly, NST down 1.1% and EVN off 1.4%. Lithium stocks better, PLS up 3.6% and MIN up 2.4%. Oil and gas stocks better, STO up 1.3% and coal stocks doping ok. YAL up 3.6% and uranium stocks down a tad.In corporate news, BSL is stepping up efforts to extract value from its land portfolio. SLX announced a $143m incentive package in the US. KMD in a trading halt pending an equity raise and debt refinancing.On the economic front, nothing locally. Chinese Industrial profits jumped 15.2%.Asian markets steadied, Japan up 0.1%, HK up 0.8% and China up 0.9%. US Futures better, Nasdaq up 109, S&P500 up 37.—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.

Platicamos de uno de los regresos mas inesperados en la historia de este deporte tras el triunfo de Anthony Kim y aprovechamos para hacer un recuento de su carrera y su mito.Analizamos la victoria de Colin Morikawa y lo vivido en Pebble Beach y por último con Bernardo García como invitado de lujo hablamos del Campeonato Naciol Adapato de la FMG

Sí, sí. Sabemos que todavía faltan dos meses para el Masters de Augusta, pero lo que hemos visto de Justin Rose, campeón en Torrey Pines, nos hace pensar que el inglés va rumbo a su primer saco verde y segundo ‘grande'.Además, lo bien que cae el regreso del “villano” Patrick Reed al PGA Tour, una pequeña previa de la temporada 2026 del LIV Golf, el “breve” título de Nelly Korda en LPGA y la importancia de torneos juveniles con nombres de estrellas actuales. Por último, una gran pregunta: ¿Ganar más Majors o ganar menos pero completar el Grand Slam de carrera?

According to Westport residents the AA insurance announcement yesterday is not the start of their troubles at all. They've been having trouble with insurance for ages even before AA decided to stop issuing new cover. Westport resident Glenys Elley told Heather du Plessis-Allan that, "Even if a company has a policy, it doesn't guarantee that they will continue that policy on." She says that some people were fine with the application process for insurance until they entered their postcode, at which point the application was denied. LISTEN ABOVESee omnystudio.com/listener for privacy information.

Esta semana platicamos en las oficinas de la FMG con Andrés Jurado Rivera Torres, presidente de la Federación Mexicana de Golf. Hablamos de cómo funciona la federación desde dentro, cómo se vive hoy el golf en México y cuál es el objetivo principal de seguir creciendo el deporte y atraer a más jugadores. También entramos en los retos reales que enfrenta la federación: desarrollo juvenil, acceso al golf, crecimiento en regiones donde aún no hay campos y la necesidad de modernizar la forma en que se acerca el golf a nuevas generaciones. Una conversación muy clara, relajada y agradable para entender el presente del golf mexicano y el trabajo que viene por delante.

The storm that lashed Canterbury, Otago and Southland with severe winds in October has resulted in the second-most claims for an event in rural insurer FMG's 120-year history. New Zealand's largest rural insurer has already paid out $20 million, but expects that figure to rise to about $50 million. The Country's Jamie Mackay explained further. LISTEN ABOVESee omnystudio.com/listener for privacy information.

Send us a textEver wonder how a great-looking self-storage deal turns into a financial disaster? Joe Downs sits down with acquisitions expert Jack Pezzino to uncover the most common and costly mistakes new investors make when diving into self-storage. From market analysis missteps to overlooked tax reassessments, Jack shares real-world examples and battle-tested strategies that can save you tens, even hundreds, of thousands of dollars. Together, they walk through the structure of their intensive five-week FMG course, offering a rare inside look into the tools, frameworks, and mindset needed to buy smart, underwrite confidently, and operate like a pro in today's market. WHAT TO LISTEN FOR:11 What's the $133K spreadsheet mistake most new investors miss?3:13 Why is analyzing the market more important than the deal itself?10:40 What's the occupancy paradox and how can it trick new investors?15:37 What are the most common underwriting mistakes and how do they kill deals?22:02 How do you actually finance a $1M self-storage deal with little money down? CONNECT WITH GUEST: JACK PEZZINO, VP OF ACQUISITIONS BELROSE STORAGE GROUPWebsite | LinkedIn JOE DOWNS, CEO BELROSE STORAGE GROUPLinkedIn  | Website CONNECT WITH USWebsite | You Tube | Facebook | X | LinkedIn | Instagram Follow so you never miss a NEW episode! Leave us an honest rating and review on Apple or Spotify.

Hey girlfriend....This one's a short yet deep reminder for the woman who's navigating moments that could shake her. And it's fresh. Like, just happened last weekend fresh.I'm two weeks away from one of the biggest stages I've ever prepped for — FMG — and the bikini I spent thousands on came in… the wrong color.And I had a choice.I could have lashed out.Gone public with the mess.Let the panic or frustration run the show.But instead — I chose to lead with integrity.I'm walking you through exactly how I handled it, what the designer said when she reached out (

Harvard Associate Professor of the History of Science Dr. Eram Alam has just published "The Care of Foreigners: How Immigrant Physicians Changed U.S. Healthcare." Her extensive research revealed that, over decades, foreign medical graduates (FMGs) have become a sizeable and stable part of the U.S. physician workforce--at least a quarter since 1965. Their presence has shaped aspects of healthcare delivery, especially in underserved areas. But also, their presence raises questions about responsibility: what does it mean for U.S. healthcare to be so dependent on immigrant labor? What are the costs--to the physicians, to their home countries--to the idea of "universal" or equitable care?