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The ASX 200 gave back 55 points to 9026 (0.6%). US futures turned negative early and banks slid, the Big Bank Basket down to $308.21 (-1.0%). MQG also down 2.4% on concerns with private equity and fund managers. Financials generally were weaker across the board, REITs slumped too, GMG down 3.6% and VCX off 3.1% with industrials sliding. WES down 1.7%, REA off 1.8% with retail falling, JBH off 1.9% and LOV down 1.4%. Tech once again on the nose, WTC falling 5.2%, XRO down 2.9% and the All-Tech Index falling another 3.3%. In healthcare, CSL fell 3.8% on tariff news, and COH off 1.7%.In resources, BHP rose 1.3% as commodity stocks ran hard on falling USD. Lithium stocks picked up, PLS up 4.6% and MIN rising 5.0%. Gold miners powered ahead, NST up 3.4% and GMD up 5.4% with KCN rallying 8.8%. Oil and gas stocks fell, despite tensions in Iran and US snowstorms. Uranium stocks mixed, PDN down 3.8% and BOE off 3.2%.In corporate news, KGN rose 5.5% on slightly better number and an increased dividend. LLC fell after a surprise loss. PRN tumbled 13.8% after softer numbers, ASB fell 11.0% on accounting qualifications despite record order books. IMD delivered a strong result. In economic news, mortgage demand rose 12.3% to a four-year high.Asian markets were better, China still closed, but HK up 2.3% and South Korea hitting new records. Japan closed for Emperor's Birthday.European markets opening lower on a resumption of the tariff war.Dow futures down 311 Nasdaq down 238. —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 lost 5 points to 9081 for its first down day this week. No Freaky Friday drop! For the week, the index is up 1.8%. Banks leading the way again, the Big Bank Basket up to $311.23 (+0.9%). MQG fell 1.6% with other financials slipping again, ZIP eased 3.8% after an early rally. Insurers though firmed on a better set of numbers from QBE, up 7.1% and SUN up 1.8%. REITs were slightly firmer, industrials slipped lower, ALL down 4.6%, WOW and COL slid, TLS off 0.6% and REA dropping 0.6%. Retail also fell led by JBH off 1.2% and GYG crashing 13.9% on results and US update. Healthcare eased back, CSL off 0.6% and COH continuing lower. PME dropped 2.1% and RMD fell 0.6%. Tech was once again back on the noise, WTC off 3.8% and XRO falling 3.7% with the All-Tech Index off %.Resources were mixed, RIO fell 3.1% on results whilst BHP held firm. Gold miners were mixed with results falling, NEM down 4.9% on numbers, GMD off 3.1% on its numbers. Lithium stocks fell, PLS down 4.6% on results, and LTR off 6.4% with results from MIN failing 5.3% to help sentiment. In the oil and gas space STO dropped 0.9% and uranium stocks were ok, PDN up 5.4% on Canadian approvals.In corporate news, ING dropped as it cut its poultry forecast. NEM off 4.9% on its results, ASB awarded a $4bn contract from the ADF and TLX jumped 14.5% as it guided higher revenues.On the economic front, nothing today, in the US, we may get the tariff ruling and we have Core PCE.In Asia, HK back from holidays, down 0.6% and Japan down 1.3%.US Futures up. DJ up 62 Nasdaq up 42—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.
GMD is a show on Cruise FM celebrating seventies music ...disco and Jazz Funk
The ASX 200 kicked higher again. Four days in a row, up 79 to 9086 (0.9%). Up nearly 2% this week. Off record highs as jobs data provides reasons for the RBA to raise rates again. Super Thursday and results dominated, some good, some terrible. Banks firmed yet again, certainty. The Big Bank Basket rose to $308.43 (+1.4%). NAB up 2.4% and WBC up 2.7%. MQG also had a good day up 1.6% with insurers better and financials generally firming, ZIP came undone on disappointing guidance and bad debts. Down 34.4%. MPL also fell 5.6% on some misses on the numbers. REITs slid with GMG down 4.0% on results, Industrials were patchy, WES fell 5.6% with ALL and JBH falling away. Healthcare was better, CSL up 1.0% and RMD up 1.5%. Tech was better again, WTC up 1.9% and XRO rising 0.8%. HSN kicked again on broker calls. MAQ also firmed on a new debt facility. TNE also a good bounce on broker upgrades. The All-Tech Index continued higher, up 1.1%.Resources were also firm, BHP and RIO pushing ahead, gold miners better, GMD up 1.9% on results, NEM up 1.4% and oil and gas stocks rallied hard on crude pushing up on Iran fears. STO up 5.6% and WDS up 4.5% with uranium stocks better too. PDN up 5.5% and LOT rising 4.3%.In corporate news, plenty around. HUB surged 14.2% on good numbers. LIC dropped 7.1% after profits fell, TLS gained 3.6% on better numbers and rise in dividends. SHL and NWH also rising on better numbers.On the economic front, jobs numbers came in as expected but 4.1% headline rate gives RBA reasons to raise again perhaps.In Asia, South Korean markets hitting new records. China and HK closed. Japan up 0.9%US Futures up. DJ down slightly Nasdaq up 2 pts!—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.
In dieser Folge vom Sauerland Valley Podcast wird's lustig: Philipp Schäfer hat Niklas Siepen am Mikro. Niklas ist nicht nur Stand-up-Comedian, sondern auch der Kopf hinter dem legendären „Holländer“-Charakter.Die beiden quatschen darüber, wie man eigentlich darauf kommt, als "Holländer die Bühne zu rocken, warum das Sauerland mehr Humor hat, als man denkt, und wieso Live-Comedy durch nichts zu ersetzen ist. Es geht um echte Heimatliebe zwischen Mönchengladbach und den Sauerländer Bergen und darum, warum die Szene heute ganz anders tickt als noch vor ein paar Jahren.Vom Klassenzimmer auf die Bühne: Wie Niklas' Comedy-Reise schon in der Schulzeit startete.Oranje-Vibes: Warum der „Holländer“ im Sauerland so extrem gut ankommt.Ehrliches Handwerk: Comedy ist die einzige Kunstform, bei der du sofort merkst, ob du ablieferst oder baden gehst.Post-Pandemie-Boom: Die Leute wollen wieder raus! Live-Events sind gefragt wie nie, auch wenn der Wettbewerb hart ist.Social Media Game: Wie TikTok und Co. die Comedy-Welt ordentlich durchgeschüttelt haben.Mutmacher: Warum du deinen Comedy-Traum einfach durchziehen solltest.Du willst Niklas live sehen? Dann findest du dein Ticket für Wintterberg garantiert hier: https://www.eventim.de/event/niklas-siepen-high-vijf-oversum-vital-resort-21330121/?affiliate=GMD
The ASX 200 kicked higher again. Three days in a row, up 48 to 9007 (0.5%) despite CBA going ex-dividend. Record high back in sight. NAB was the standout today on Q1 results beating expectations, up 4.1%. The Big Bank Basket up to $304.05 (0.2%), financials kicked higher too, MQG up 0.6% and private health insurers roared ahead on government price changes. MPL up 6.0% and NHF up 5.0%. ZIP jumped 8.0% ahead of results, CGF also ran hard on results, up 8.3%. REITs firmed, GMG up 0.9% and SCG rising 1.3%. Industrials were firm too, QAN up 1.0%, TCL up 1.2% and ALL doing well up 2.3%. JBH fell back a little, healthcare still mixed, SIG down 1.0% and COH off 1.0%. In the tech space, some wins starting to hit the screens, TNE up 8.2% on guidance, XRO up 1.8% and HSN soared 16.4% on better-than-expected results.In resource land, BHP slid 0.9% as copper drifted lower, RIO up 1.3% and FMG up 0.5%. Gold miners eased back as bullion prices fell on Lunar New Year. GMD down 2.9% and NST dropped 0.7%. CSC had a shocker falling 14.0% on very disappointing results and guidance. Lithium stocks bubbled higher, LTR roaring ahead, up 6.2% with PLS up 2.3%. BSL rose 2.6% on an increased bid from SGH. STO fell 0.6% on another disappointment. Uranium stocks bounded ahead, PDN up 5.6% and DYL up 4.4%.In corporate news, SLC rose 18.2% on an acquisition and better than expected results. AFG rallied off lows after better numbers. Brokers are back. SUN fell 4.4% as profits fell short.In economic news, the RBNZ left rates unchanged. Locally, the wage price index rose 0.8% in the December quarter and 3.4% annually.US futures up. Dow Jones up 35 points, Nasdaq up 60.—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 finished up 20 to 8937 (0.2%) despite the big miners falling on lower iron ore prices. Banks pushed up slightly, NAB down 1.0% and ANZ off 3.1% with the Big Bank Basket up to $304.06 (%). Other financials were mixed, NWL rallied 3.7% and GQG up 5.5% with ZIP forging ahead up 5.5%. MQG rose 0.4%. Insurers better. Industrials were solid, WES up 1.2% with retail better as JBH rose 7.5% on better results, ALL up 2.2% and WOW and COL slightly firmer. ‘Old skool' platform stocks also doing ok, REA up 2.9% and CAR up 2.7%. Tech stocks were the standouts after a torrid week last week. WTC up 12.9% and XRO rallying 7.6% with the All-Tech Index up 4.0%. 360 rose 6.8% with CAT also doing well, up 5.1%. REITs firmed, GMG up 0.6%.In resources, the big three iron ore miners sold off as prices dipped below $100. Gold miners were bid up, GMD up 7.4% on a takeover of MAU. NEM gained 2.7% and WGX up 1.4%. Lithium stocks slightly firmer. VUL up 3.1%. Oil and gas stocks rose, uranium stocks glowed hotter, PDN up 1.4% and BMN up 4.6%.In corporate news, TWE fell 5.2% after a disappointing result and a cut of the dividend. JBH rose 7.5% on a beat. ASB jumped 19.5% after a disastrous day Friday, QUB rose 3.3% after Macquarie went binding on its takeover at 520c. A2M creamed it up 6.8% after a better second half and ANN bounced 3.8% on cost cutting effort paying off.Nothing on the economic front.US Futures up slightly in birthday celebrations.—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.
GMD is a show on Cruise FM celebrating seventies music ...disco and Jazz Funk
The ASX 200 started strongly, but wilted in the summer sun, up only 17 points at 8887 (0.2%). Part of the reason was the banks which fell as ANZ Consumer sentiment slid on rate rises last week. WBC and ANZ in trouble with around 2% falls, CBA down 0.7% with the Big Bank Basket down to $278.71 (-1.0%). MQG gave up early strong gains, up just 0.8% on a solid update. Insurers were bashed as OpenAI released a new insurance app in the US. Much like Compare the Market her. Brokers punished, AUB and SDF down significantly. Other financials solid, SOL up 2.2% and ZIP rallying another 6.1%. REITs solid, GMG up 1.2% and Healthcare was solid with CSL up 1.8% ahead of the results. Retail mixed, JBH down another 1.5% again, tech better and showing some signs of life, WTC up 2.6% on a Macquarie report, XRO up 2.2% and the All- Tech Index up 2.2%. Data centres doing better, NXT up 3.4% and MP1 up 2.6%. In resources, BHP up 1.1% and RIO doing ok, Gold miners were mixed, NEM up 1.6% and GMD rising 2.8%. Lithium stocks better on a PLS price floor deal. Uranium stocks doing well too today, PDN up 5.5% and BMN up 10.9%. Oil and gas flat. In corporate news, EOS soared 11.8% on a rebuttal to the Grizzly. NEM has flagged a Barrick IPO and TWE came to an agreement on its US distribution arm. CSL's head honcho to retire immediately. Results tomorrow!Asian markets - Japan up 2.2%. New record high. China unchanged and HK up 0.5%US futures Dow up 19 and Nasdaq down 18. 10-year yields ease to 4.85%.—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.
GMD is a show on Cruise FM celebrating seventies music ...disco and Jazz Funk
GMD is a show on Cruise FM celebrating seventies music ...disco and Jazz Funk
ASX 200 fell 6 points to 8928 as iron ore stocks rallied into the close. The turn in BHP and RIO helped on a bump higher in iron ore. Gold miners were strong but not getting carried away. NST up 3.1% and NEM up 2.6% which considering the bullion price went nuts again, shows maybe some short-term fatigue. Uranium stocks were patchy too given the big move to US$100lb in spot prices, PDN only up 1.4% and DYL leading the charge, up 12.4%. Critical metal and rare earths stocks were walloped on unconfirmed reports that the US is abandoning its idea of a floor price. LYC fell 3.7% and ILU dropped 14.1% as impairments didn't help there either. Lithium stocks under pressure too, IGO down 5.8% on production report, LTR fell 4.2% on a bond to equity conversion, MIN dropped 3.8%. Oil and gas doing very little. Meanwhile banks were mixed, CBA off 1.1% and the Big Bank Basket down to $266.66 (-0.7%). Financials were mixed too, ZIP fell 3.8% on the strong AUD, given most of its earnings are in USD now. Healthcare stumbled around in casualty, RMD down 1.1% on USD weakness, CSL the same applies off 0.4% and tech got smashed again. WTC down 2.1% and XRO heading that way, off another 3.1%. The All-Tech Index dropped 1.8%. Industrials slid, BXB down 2.6% and QAN off 2.1%. REITs also under pressure. That kind of day.In corporate news, APX jumped 30.5% as revenue rose to $73.4m. AMP fell 4.6% after some accountancy tweaking. QUB saw Macquarie extend its DD to Feb 15th. Plenty of quarterlies to keep everyone on their toes. GMD announced some management changes along with production guidance.Asian markets are mixed, with Japan up 0.4%, HK up 0.3%, China unchanged with Indonesia falling hard again on a GS downgrade.US Futures firm, Nasdaq up 68, Dow down 42 - Gold hits record.10-year yields steady at 4.83%Want to invest with Marcus Today? Our MT20 portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services. Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.
GMD is a show on Cruise FM celebrating seventies music ...disco and Jazz Funk
ASX 200 slipped 29 points lower to 8875 today on worries over Trump's move on Greenland. US futures turned lower, US physical markets closed tonight. Across the board losses led by the banks, CBA down 0.7% and NAB dropping 1.1% with the Big Bank Basket down to $271.82(-0.7%). MQG dropped 0.5% and other financials saw profit taking. Insurers also fell, IAG down 1.2%. REITs were mixed, GMG dropped 1.2% on tech worries. The All-Tech Index continues to be smashed, WTC down 4.4% and XRO heading that way. Off another 2.6%. Retail and industrials sold off too after the run last week. WES down 0.7% with JBH off 0.4% and TLS falling 0.8%. Utilities saw defensive buyers return, ORG up 1.0% and AGL pushing 0.8% better.In resources, gold hit close to AUD$7000 amidst geo-political risk. NST up 3.2% and EVN rising 3.1% with GMD rising 3.7% on broker upgrades. Rare earth stocks doing well again, MEI up 9.3% and LYC rising 5.2%. Copper stocks eased but found a level, iron ore majors were mixed, BHP down 0.5% and RIO up 0.8%. Uranium stocks were glowing red hot on short covering, PDN up 6.6% and BOE roaring 13.6% ahead. In corporate news, CCX had a trading update and rose 3.6%, NWH announced new contracts, down 2.7%, PNV reported H1 sales up 26%. A2M in a trading halt after a big move on Chinese birth rate diving. Down 10.6% before halt.On the economic front, Chinese GDP data came in as expected, 5%. What a surprise. Strong exports helped to compensate for weak consumer spending. Asian markets ease back, Japan down 0.9%, China off 0.2% and HK down 1%.Dow futures down 361, Nasdaq futures down 298 10-year yields higher at 4.73%. Want to invest with Marcus Today? Our MT20 portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services. Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.
GMD is a show on Cruise FM celebrating seventies music ...disco and Jazz Funk
ASX 200 had another good day up 42 points to 8904 to a 10-weeek high. For the week we are up around 2.1%. Technology saw buyers return after a period of sub-optimal ‘dogness'. NXT jumped 3.5% and 360 rallied 1.7% with the All-Tech Index up 0.8%. I can't remember the last time that happened. Banks were firm, CBA up 0.5% and WBC up a massive 1.8% with the Big Bank Basket at $273.68 (+0.7%). Financials generally firm, HUB up 5.3% and PNI raced 5.0% ahead. REITs also firm, GMG up 1.2% and SCG up 1.0%. TLS firmed 0.4%, REA up slightly and healthcare was firm. Supermarkets did well, WOW up 0.5% and COL up 0.7%.Resources were quieter and a little mixed. Gold miners ran out of puff with NST down 1.0% and GMD off 0.3% but NEM continued 0.7% higher. BHP came off a little, down 0.8% with RIO positive. Lithium stocks came in for some profit taking but uranium was glowing as RBC upgraded the sector. PDN up 4.1% and DYL rising 7.5%.In corporate news, CYL delivered a record quarterly and a broker upgrade helped. IPX up 2.6% after the US DoW paid a final payment and QUB up 0.4% on news MAM will continue with its exclusivity period. CSC did really well, up 7% on its quarterly production. Many more to come next week.Nothing significant on the local economic front, international arrivals rose 8.4% on the same month in 2024. Davos next week should be fun! Largest US Delegation in history. Team Trump, Making Davos Great Again.Asian markets ease back slightly. Dow futures up 108, Nasdaq futures up 100. 10-year yields steady at 4.71%. Want to invest with Marcus Today? Our MT20 portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services. Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.
ASX 200 kicked off the week with a 42-point rise to 8759 (0.5%) as banks pushed higher. CBA up 0.6% and the Big Bank Basket up to $269.67 (%). Some flight to safety as the US administration moves against Jerome Powell. Insurers slipped on recent weather events, QBE down 1.4% and IAG off 3.6%. REITs were mixed, GMG up 0.4% and VCX slipping 0.7%. Industrials firm, WOW up 0.8% and COL up 2.4% despite price gouging inquiries in the wind. WES rallied 1.4% and TLS up 0.4%. The tech sector was slightly firmer with TNE up 0.9% and the All-Tech Index rose 0.4%. In resources, the big three iron ore miners slipped with BHP down 2.5% and FMG off 1.4% on some downgrades and fears of another Anglo bid from BHP. Gold miners rallied hard as gold hit record highs, NEM up 5.8% and GMD up 2.6%. Lithium also firm, PLS continuing higher, and uranium stocks slightly better. Oil and gas majors better as crude rises. In corporate news, DMP rose 3.1% on a new Australian CEO, RPL rose 4.7% on a trading update. CUV also up 1.4% on a new preclinical study. SUL dropped 5.3% On the economic front, November household spending rose 1%. More than expected.Asian markets firmed, Japan closed for another holiday and US futures down on the Powell news.Want to invest with Marcus Today? Our MT20 portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services. Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.
GMD is a show on Cruise FM celebrating seventies music ...disco and Jazz Funk
GMD is a show on Cruise FM celebrating seventies music ...disco and Jazz Funk
GMD is a show on Cruise FM celebrating seventies music ...disco and Jazz Funk
GMD is a show on Cruise FM celebrating seventies music ...disco and Jazz Funk
The ASX 200 finished the week up 40 points to 8628 for a 70-odd point loss for the week. Banks were firm, CBA up 1.8% and WBC up 1.3% as the Big Bank Basket rose to $274.68(+1.3%). MQG rose 1.5% despite a $35m fine for reporting short sellers. Insurers better. Financials generally better too. ZIP up 3.3% and CGF rising 3.1%. REITs gained slightly as CHC jumped 2.3% and GMG up 0.5%. Tech was a winner today, something we haven't seen for a while. WTC up 3.2% and XRO rising 2.3%. The All -Tech Index rose 1.5%. Industrials generally were firm, JBH up 2.3%, SGH rising 0.9% and SIG having a good day on a broker upgrade.Resources were mixed, BHP dropped 1.2% with FMG under pressure off 3.2% despite a good week for iron ore. Gold miners found their feet with GMD up 1.6% and VAU rising 1.3%. Base metals stocks also in demand, MLX up 4.4% and DVP rising 4.1%. WDS unchanged and STO off 2.1% with uranium stocks bouncing off lows. LOT up 18.8% and PDN up 9.3%. Even BOE rose 11.4%.In corporate news, CTD remain suspended and announced a 'skinny' update. 4DX soared 21.5% on a new US contract, WTC rallied after White was cleared of wrong doing by the board. ABB fell 1.4% after warning the competition regulator's new voice interconnection rates would cut earnings.In economic news, nothing locally, the BoJ raised rates to the highest in 30 years by 25bps. No surprise as inflation stays elevated.Japan raises rates as expected. Japan up 1.0% HK up 0.6% and China up 0.5%US futures – DJ down 93 Nasdaq up 2910-year yields steady at 4.76%.Want to invest with Marcus Today? Our MT20 portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services. Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.
La presse guinéenne est unanime : l'évènement du week-end aura été le grand rassemblement en faveur du général Mamadi Doumbouya, candidat à l'élection présidentielle du 28 décembre. C'était samedi à Kankan, la deuxième ville du pays après la capitale Conakry. « La forte affluence enregistrée, la densité de la participation et l'occupation structurée de l'espace urbain témoignent d'un moment politique majeur, largement relayé par les observateurs et les médias », relate le site AfricaGuinée qui poursuit : « par son ampleur et sa visibilité, cette mobilisation réussie aujourd'hui à Kankan, s'inscrit comme un signal politique fort dans le paysage national pour l'accession du président Mamadi Doumbouya à la magistrature suprême ». Guinée News renchérit : « à ce stade de l'échéance électorale, jamais une mobilisation populaire d'une telle ampleur n'avait été enregistrée. Dans cette dynamique exceptionnelle, la région de Kankan se distingue particulièrement, portée par le leadership affirmé de Sékou Bill Condé, directeur régional de campagne ». Celui-ci est d'ailleurs présent sur la majorité des photos publiées par le site : carrure imposante à l'image de son mentor, et casquette et tee-shirt blanc siglés « GMD président », GMD pour « général Mamadi Doumbouya ». Doumbouya en roue libre… Pour Le Pays au Burkina Faso, « le doute n'est plus permis en Guinée Conakry. Le président Mamadi Doumbouya fera mordre la poussière à ses huit challengers. (…) Mamadi Doumbouya est d'autant plus en roue libre que ni l'opposant historique, Cellou Dalein Diallo, ni le président évincé, Alpha Condé, ne sont dans les starting-blocks. Autant dire qu'il n'y a que des candidats de moindre envergure qui accompagnent le président-général à cette course au palais de Sékhoutoureya. Il n'y a qu'à voir les moyens déployés sur le terrain par les différents candidats, pour s'en convaincre. Pendant que Mamadi Doumbouya mène une campagne presqu'à l'américaine, les autres concurrents, faute de moyens pour soulever des foules, font dans la campagne de proximité, pour espérer glaner des voix ». Un boulevard pour Touadéra En Centrafrique, à présent, « la campagne pour le quadruple scrutin – présidentiel, législatif, municipal et régional – du 28 décembre a débuté samedi, avec des meetings à Bangui de plusieurs candidats, dont le président sortant Faustin-Archange Touadéra. (…) Des milliers de personnes, constate Jeune Afrique, se sont déplacées au Stade 20 000 places de la capitale, en soutien au chef d'État, candidat du Mouvement cœurs unis, le parti de la majorité présidentielle. Le président Touadéra avait récemment fait modifier la Constitution, rappelle le site panafricain, afin de l'autoriser à briguer un troisième mandat. Son principal concurrent, Anicet-Georges Dologuélé, opposant et candidat du parti URCA, a sillonné la capitale à la tête d'un cortège ambulant ». Il y a quelques jours Le Journal de Bangui écrivait : « cette présidentielle de 2025 s'annonce comme un moment charnière pour la Centrafrique. Si Faustin-Archange Touadéra part avec un avantage institutionnel considérable, ses challengers Dologuélé et Dondra en tête entendent capitaliser sur l'usure du pouvoir et l'aspiration croissante à un renouvellement démocratique ». L'avantage au sortant… Reste que là aussi, les jeux semblent déjà faits… « Faustin-Archange Touadéra est serein, constate Jeune Afrique. En tout cas, c'est ce qu'il aime dire à ses interlocuteurs. En bon mathématicien – il a enseigné cette matière à l'université de Bangui –, peut-être fait-il même l'addition de ses soutiens, politiques et financiers, pour arriver à cette conclusion. Tandis que ses adversaires, notamment Anicet-Georges Dologuélé ou Henri-Marie Dondra, se retrouvent confrontés à l'habituelle question du manque de moyens des opposants, le chef de l'État n'a pas ce problème. Les caisses de son parti se sont remplies à l'approche de l'échéance électorale, et lui-même sait pouvoir compter sur de généreux donateurs. L'avantage du sortant. Mais aussi, pointe encore Jeune Afrique, le résultat de la mise sur pied d'un hétéroclite réseau où se côtoient ministres, hommes et femmes d'affaires, conseillers de l'ombre ou alliés étrangers. Tissée en particulier depuis 2016, cette toile – qui a tendance à se confondre avec l'économie de la Centrafrique elle-même – est un avantage certain ». Et on revient au Pays à Ouagadougou qui est sur la même ligne : « sauf cataclysme, Touadéra remportera, au soir du 28 décembre prochain, haut la main, la présidentielle dont le seul enjeu est le taux de participation ». Et ce, malgré « les difficultés liées au retrait des cartes d'électeurs, malgré l'insécurité provoquée par les groupes armés qui continuent de sévir dans certaines zones du pays, en dépit de la présence de la force de maintien onusienne, la Minusca, des sociétés militaires russes et des forces rwandaises (…). »
The ASX 200 started off the week down 62 points to 8635 (0.7%). Miners bore the brunt of the selling after a stellar week last week, with BHP down 2.9% and RIO falling 2.4% on lower iron ore and copper prices. Gold miners too in profit taking mode after solid gains on Friday. GMD fell 5.4% and NEM off 0.9%. Lithium miners were also in profit taking mode as PLS fell 3.9% and LTR off 6.4%. Uranium stocks dropped hard as the AI trade in the US was called into question again, and thus the energy trade. NXG fell 4.5% and PDN down 4.7% with BOE off 8.2%. The banks were relatively calm as CBA fell 0.6% with the other three higher. The Big Bank Basket eased to $272.41 (-0.1%). Other financials eased, ASX under pressure following the ASIC reforms, GQG up 1.1% and SOL falling 1.2%. Insurers were generally better. Healthcare mixed as CSL stumbled 2.5% lower, TLX falling another 4.2%. REITs mixed, industrials mixed too. TLS down 0.8% and TPG up 1.8% with tech trying to find a base, WTC down 0.7% and XRO up 0.6%. The All-Tech Index up 0.04%. Retailers also found some bargain hunters, JBH up 2.3% and APE recovering 1.0%. In corporate news, TWE in a trading halt pending outlook statement. EOS jumped 28.9% on an US$80m order from South Korea. 4DX rose 9.9% on news of approvals in Canada. WGX announced plans to spin off non-core assets and FMG announced plans to buy the remaining shares in Alta Copper. Nothing locally on the economic front but Japanese factory sentiment improved opening the way to a rate rise this week. China announced its weakest retail numbers since Covid. Asian markets eased on US falls, Japan down 1.4%, HK down 0.9% and China off 0.2%.US futures were better, Dow up 160 and Nasdaq up 52.10-year yields steady at 4.72%.Want to invest with Marcus Today? Our MT20 portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services. Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.
La presse guinéenne est unanime : l'évènement du week-end aura été le grand rassemblement en faveur du général Mamadi Doumbouya, candidat à l'élection présidentielle du 28 décembre. C'était samedi à Kankan, la deuxième ville du pays après la capitale Conakry. « La forte affluence enregistrée, la densité de la participation et l'occupation structurée de l'espace urbain témoignent d'un moment politique majeur, largement relayé par les observateurs et les médias », relate le site AfricaGuinée qui poursuit : « par son ampleur et sa visibilité, cette mobilisation réussie aujourd'hui à Kankan, s'inscrit comme un signal politique fort dans le paysage national pour l'accession du président Mamadi Doumbouya à la magistrature suprême ». Guinée News renchérit : « à ce stade de l'échéance électorale, jamais une mobilisation populaire d'une telle ampleur n'avait été enregistrée. Dans cette dynamique exceptionnelle, la région de Kankan se distingue particulièrement, portée par le leadership affirmé de Sékou Bill Condé, directeur régional de campagne ». Celui-ci est d'ailleurs présent sur la majorité des photos publiées par le site : carrure imposante à l'image de son mentor, et casquette et tee-shirt blanc siglés « GMD président », GMD pour « général Mamadi Doumbouya ». Doumbouya en roue libre… Pour Le Pays au Burkina Faso, « le doute n'est plus permis en Guinée Conakry. Le président Mamadi Doumbouya fera mordre la poussière à ses huit challengers. (…) Mamadi Doumbouya est d'autant plus en roue libre que ni l'opposant historique, Cellou Dalein Diallo, ni le président évincé, Alpha Condé, ne sont dans les starting-blocks. Autant dire qu'il n'y a que des candidats de moindre envergure qui accompagnent le président-général à cette course au palais de Sékhoutoureya. Il n'y a qu'à voir les moyens déployés sur le terrain par les différents candidats, pour s'en convaincre. Pendant que Mamadi Doumbouya mène une campagne presqu'à l'américaine, les autres concurrents, faute de moyens pour soulever des foules, font dans la campagne de proximité, pour espérer glaner des voix ». Un boulevard pour Touadéra En Centrafrique, à présent, « la campagne pour le quadruple scrutin – présidentiel, législatif, municipal et régional – du 28 décembre a débuté samedi, avec des meetings à Bangui de plusieurs candidats, dont le président sortant Faustin-Archange Touadéra. (…) Des milliers de personnes, constate Jeune Afrique, se sont déplacées au Stade 20 000 places de la capitale, en soutien au chef d'État, candidat du Mouvement cœurs unis, le parti de la majorité présidentielle. Le président Touadéra avait récemment fait modifier la Constitution, rappelle le site panafricain, afin de l'autoriser à briguer un troisième mandat. Son principal concurrent, Anicet-Georges Dologuélé, opposant et candidat du parti URCA, a sillonné la capitale à la tête d'un cortège ambulant ». Il y a quelques jours Le Journal de Bangui écrivait : « cette présidentielle de 2025 s'annonce comme un moment charnière pour la Centrafrique. Si Faustin-Archange Touadéra part avec un avantage institutionnel considérable, ses challengers Dologuélé et Dondra en tête entendent capitaliser sur l'usure du pouvoir et l'aspiration croissante à un renouvellement démocratique ». L'avantage au sortant… Reste que là aussi, les jeux semblent déjà faits… « Faustin-Archange Touadéra est serein, constate Jeune Afrique. En tout cas, c'est ce qu'il aime dire à ses interlocuteurs. En bon mathématicien – il a enseigné cette matière à l'université de Bangui –, peut-être fait-il même l'addition de ses soutiens, politiques et financiers, pour arriver à cette conclusion. Tandis que ses adversaires, notamment Anicet-Georges Dologuélé ou Henri-Marie Dondra, se retrouvent confrontés à l'habituelle question du manque de moyens des opposants, le chef de l'État n'a pas ce problème. Les caisses de son parti se sont remplies à l'approche de l'échéance électorale, et lui-même sait pouvoir compter sur de généreux donateurs. L'avantage du sortant. Mais aussi, pointe encore Jeune Afrique, le résultat de la mise sur pied d'un hétéroclite réseau où se côtoient ministres, hommes et femmes d'affaires, conseillers de l'ombre ou alliés étrangers. Tissée en particulier depuis 2016, cette toile – qui a tendance à se confondre avec l'économie de la Centrafrique elle-même – est un avantage certain ». Et on revient au Pays à Ouagadougou qui est sur la même ligne : « sauf cataclysme, Touadéra remportera, au soir du 28 décembre prochain, haut la main, la présidentielle dont le seul enjeu est le taux de participation ». Et ce, malgré « les difficultés liées au retrait des cartes d'électeurs, malgré l'insécurité provoquée par les groupes armés qui continuent de sévir dans certaines zones du pays, en dépit de la présence de la force de maintien onusienne, la Minusca, des sociétés militaires russes et des forces rwandaises (…). »
The ASX 200 finished the week on a very firm note up 105 points to 8697(1.2%). Up 0.7% for the week. Across the board gains, with banks surging as CBA rose 2.1% and NAB up 1.8% after its AGM. The Big Bank Basket rose to $272.70 (+1.8%). Other financials also did well, MQG bouncing 2.7% and insurers too better. QBE and SUN up over 1%. REITs bounced, GMG up 0.8% and VCX up 2.4% with healthcare too also doing well, CSL rallying 2.9% with SIG up 1.4%. Industrials better but not flying. Retail saw some shoppers out and about, JBH up 2.7% and MYR up 4.4% with losses in LOV and TPW continuing. Tech remained a sub-optimal place to be, TNE down 1.6% with XRO continuing to fall, down another 0.5% with the All-Tech Index off 0.2%.Resources again was the place to be. Gold miners soared as brokers started to amend forecasts for metal prices higher as 2026 comes into view. NST up 2.9%, GMD up 7.6% and NEM rising 5.7%. BHP and RIO also strong on copper exposure, and uranium stocks gained ground. PDN up 4.8% and DYL rising 4.9%. Lithium stocks were a little depressed.In corporate news, former ANZ CEO is suing the bank for his lost $13.5m bonus. ASB dropped 3% on news that Jim Chalmers will allow Hanwha to increase its stake to near 20%. 4DX jumped 8.8% on an options deal and BMC Minerals debuted.Nothing on the economic front.Asian markets pushed higher, Japan up 1.7% with HK up 1.4% and China up 0.1%. Want to invest with Marcus Today? Our MT20 portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services. Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.
GMD is a show on Cruise FM celebrating seventies music ...disco and Jazz Funk
GMD is a show on Cruise FM celebrating seventies music ...disco and Jazz Funk
GMD is a show on Cruise FM celebrating seventies music ...disco and Jazz Funk
GMD is a show on Cruise FM celebrating seventies music ...disco and Jazz Funk
GMD is a show on Cruise FM celebrating seventies music ...disco and Jazz Funk
A solid start to the week with the ASX 200 up 109 points to 8525 (1.3%). Across the board gains, with US futures pointing slightly higher too. Banks were better led by CBA up 1.2% and the Big Bank Basket up to $268.55 (1.1%). Financials were generally firm, even GQG up 0.6% and SOL rising 1.8% as it joined with Genesis to make a bid for MVF at 80c. Insurers rose, QBE up 1.4% and REITs did well, GMG up 2.1% and SGP rallying 2.3%. Industrials in the green, WES up 0.2% and ALL rising 0.5% with TCL up 2.0% and RMD up 2.2% better in healthcare. CSL too had a good day. PME rose 3.5% on new orders in America. TLS rose1.9 % and REA up 1.9%. Resources were mostly better, BHP up 0.6% with its on/off bid for Anglo, RIO rose 1.1% and FMG up 1.9%. Lithium stocks gave back some recent gains, MIN down 3.2% and PLS down 3.6% with gold miners up, GMD up 1.3% and rare earths also doing better. Oil and gas stocks slid on crude falls, WDS down 1.3% and uranium stocks slightly better.In corporate news, QUB were approached by Macquarie with a 520c NBIO whilst MVF rose 44.3% on a 80c bid. MYX returned to trade after the Treasurer knocked back the Cossette bid. DRO rose 1.8% after some more news on the recent share sales and a new US MD. IRE soared 8.0% before a trading halt concerning continuous disclosure.Asian markets weaker with Japan closed for a holiday, China down 0.6% and HK up 1.4%.European markets set to open higher again.Want to invest with Marcus Today? Our MT20 portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you.If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services. Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.
GMD is a show on Cruise FM celebrating seventies music ...disco and Jazz Funk
GMD is a show on Cruise FM celebrating seventies music ...disco and Jazz Funk
The ASX 200 started positively to fade to a loss of 21 points to 8454 (0.3%). Banks showed weakness with more slippage as the Big Bank Basket fell to $264.08 (-1.3%) CBA off 1.3% and ANZ down 2.0%. MQG continues to slide, down 1,4% and HUB off 1.1%. GQG is enjoying a rare moment in the sun, up 9.1% as it is pursuing an anti-AI tilt. Insurers eased, REITs were slightly firmer, GMG bouncing back 1.1% and VCX up 2.0%. Industrials were mixed again, ALL up 0.8% and LNW gaining 4.4%. Retailers fell, TPW down another 2.3%. GYG continues to suffer, off 4.3%, DMP down 0.2% as the shorts move back in. Tech found some bargain hunters, WTC up 0.4% and TNE stumbling around. Unchanged in the end. In resources, we saw a rebound in BHP and FMG, gold miners were back with bullion up to $6280 and EVN up 2.0% with GMD up 2.9%. Lithium stocks paused, rare earth stocks rose, Oil and gas stocks rose, WDS up 1.2% and uranium stocks modestly better. In corporate news, DRO, down 19.6%, shot out of the air as its US head left in a hurry. WJL got a 90c NBIO offer from Helloworld, NUF soared 10.8% on stronger guidance and KMD rose 2.1% on Q1 sales.In economic news, wage growth came in as expected at 3.4%. Asian markets quietly mixed with Japan up 0.1%, China up 0.2% and HK down 0.5%.European markets set to open weaker.Want to invest with Marcus Today? Our MT20 portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you.If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services. Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.
The ASX 200 closed up 2 points to 8636 in a quiet session ahead of a big week in the US. Good comeback after a near 50 point fall this morning. Some signs of confidence returning with banks seeing a resumption of the sell CBA, buy the other three switch. The Big Bank Basket fell to $272.47 (-0.4%) as CBA dropped 1.0%. MQG ex-dividend today, down 2.3% with financials slightly firmer, QBE up 0.5% and HUB up 2.7% with NWL gaining. REITs firmed, GMG up 0.5% and CHC up 1.7% with industrials finding their feet, LNW up 3.3% with WTC up 1.2% although XRO fell another 0.1%. Retailers firmed, UNI up 1.7% and PMV up 2.1% with DMP gaining another 5.1%. GYG continue to fall, down 1.8%. Healthcare eased back, RMD under pressure off 2.1%, CSL down 0.8% and SHL slipping 1.5%. Resources were mixed, BHP fell 0.6% on the UK court ruling, RIO and FMG both better on higher iron ore prices in Asia, lithium staged a comeback, PLS up 3.7% and IGO rising 0.9%. LYC also bounced 5.5% with gold miners mixed. No significant damage done. GMD up 2.5% on a broker upgrade. Energy stocks all better, WDS up 0.9% and ALD rising 3.8%. IPX fell 3.0% after a return to trade following a report from Spruce Capital.PME jumped 4.2% on another $44m deal with Advanced Radiology. Some management changes, RHC rose 1.8% on a new CFO, MSB rallied 5.0% on a new CFO too with FPR better on an acquisition. ELD gained 6.3% on better than expected results.Nothing locally on the economic front. RBA board member wrote a column on the RBA mandate. In Japan, GDP came in better than expected.Asian markets weaker with Japan down 0.4%, China down 0.4% and HK off 0.6%.European markets set to open slightly weaker.Want to invest with Marcus Today? Our MT20 portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you.If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services. Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.
Episode #261 with Taylor and Adam. Come send it with the boys, as we discuss - Undercover Boss, Blaming your Cousin, Fire Fighters, GMD, Rumours, Running from the Po, AI porn, Rockstar Games, Queen Sydney, OutKast, Jack White, and much more... Follow us on Instagram: https://www.instagram.com/bigsendpodcast Patreon BoSodes(Bonus Episodes): https://patreon.com/BigSendPodcast Please forward all complaints to: bigsendpodcast@gmail.com
GMD is a show on Cruise FM celebrating seventies music ...disco and Jazz Funk
The ASX 200 fell 17 points to 8824 (0.2%) as CBA stumbled 6.6% lower on trading update. Every 1% is a 10-point fall. This wiped any thoughts of gains off the table. The Big Bank Basket fell to $284.31 (-3.8%). WBC bucked the trend in the banks, up 1.3%. Financial generally flat, MQG up 0.7% and QBE rising 0.6%. Industrials generally firmer, TCL up 1.0%, WES up 0.6% and WOW and COL slightly firmer. REITs firmed, GMG up 1.5% and SGP rising 1.3%. TLS also had a good day up 1.0%. Tech remained becalmed,.XRO flat and WTC off 0.3%. The All -Tech Index flat. Resources were firm. BHP, RIO and FMG were steady, but gold miners showed strength, NST up 3.2%, NEM up 4.3% and GMD rising 2.8%. Lithium stocks were also very strong, PLS up 7.5% and MIN up 6.0%. Oil and gas better, WDS up 1.6% and uranium stocks steady. In corporate news, CBA was the focus. Comments from Matt Comyn on competition and a reduction in NIM sent the stock down %. SCG rose 0.7% on a trading update. BEN also falling hard on cash earnings of $120,7m down 8.5%. COL flat on CEO comments at the AGM. EDV announced a new head of Dan Murphy's.Westpac-Melbourne Institute Consumer Sentiment Index surged 12.8% to 103.8 points in the past month. Asian markets easing back slightly. Want to invest with Marcus Today? Our MT20 portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services. Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.
GMD is a show on Cruise FM celebrating seventies music ...disco and Jazz Funk
GMD is a show on Cruise FM celebrating seventies music ...disco and Jazz Funk
GMD is a show on Cruise FM celebrating seventies music ...disco and Jazz Funk
The ASX 200 soared 92 points to 8991(1.0%), closing on highs, as bank and resources fired together. The Big Bank Basket back up to $285.59 (+1.5%) with CBA signing up Comyn for another three years and rising 1.5%. NAB up 1.9% and MQG rallying another 1.5%. Other financials also doing ok, HUB up 2.0% and PNI up 1.5%. REITs quiet and insurers slipped slightly. Healthcare better as CSL rose 2.6% and TLX sprinted 16.3% higher on a guidance update. Industrials also found some buyers, WES up 0.6% and CPU rose 2.5% with retail flat. Tech better, WTC up 1.7% and XRO rallied 1.7%. TLS rose 0.4% and TPG up 1.0% as ABB rose 5.2% after the update yesterday.In resources, the big miners gained again, BHP up 1.8% and FMG up 2.1% with gold stocks slightly higher, EVN fell 2.9% after production numbers, GMD rose 1.6% and some rare earths did well whilst others fell hard. Substance over hot air. IPX up 11.0% and ILU up 4.4% with LRV soaring again, up 29.4%. Oil and gas stocks remain under pressure, STO down 2.2% again, uranium stocks firmed, PDN up 3.2% and NXG up 4.4%.In corporate news, ORA said its Savreglass acquisition is not meeting expectations. No surprise there really. DRO launched a new software platform called DroneSentry -C2, BOQ raised its dividend and rose 1.4%. 29M with a production update fell 20.8%On the economic front, Chinese inflation numbers out today. Asian markets rise, Japan up 1.6% China up 0.2%and HK up 1.3%. 10-year yields fell to 4.23%.European markets slightly higher. ASML results out this morning. Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services. Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.
The ASX 200 rose only 17 points today to 8899 (0.2%). But that action belies some extraordinary moves in the resources. Rare earths, lithium, critical metals, and strategic metal plays all soared. ARU up 25.4%, ILU up 15.8% and LYC up 5.0% with second liners flying. PLS up 2.7% and LTR rising 6.9%. Gold miners too in demand as bullion hit fresh records, NST up 2.8% and GMD up 5.4%. Big miners also got the memo, BHP up 2.2% and RIO rising 1.8% after production numbers. Uranium too in demand, LOT up 11.4% on a site visit, PDN up 9.6% on production numbers. Oil and gas in the slow lane as usual. The source of funding for all this buying was banks and industrials. CBA down 0.5% with WBC off 1.2% and the Big Bank Basket down to $281.46 (-0.6%). Insurers also fell, although financials tried to garner some support, MQG up 1.2%. Healthcare eased, REITs fell, industrials slid. WES down 1.2% and ALL off 1.2% with retail under pressure following weaker consumer sentiment data. Tech tried hard to hold, TNE up 1.8% and XRO up 0.5%.In company news, plenty of production and drilling reports to keep things interesting. SRG rose 29.3% on an acquisition of TAMS. ABB fell 3.1% after reporting 22k new subscribers. BRE jumped 6.8% after a cap raise supported by Rinehart. CSC rose 3.4% after a deal to sell a 25% stake in a Cu-Ag project.On the economic front, RBA minutes together with ANZ Roy Morgan Consumer confidence numbers.Asian markets fell, Japan back from a holiday off 2.8%, HK down 1.1% and China 0.8% 10-year yields fell to 4.25%. European markets slightly lowerWant to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services. Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.
GMD is a show on Cruise FM celebrating seventies music ...disco and Jazz Funk
En este episodio de Comscore Talks, Marina Paschoalli, Co-founder y COO de GMD, comparte cómo las marcas pueden integrarse al mundo gamer de forma estratégica y auténtica. Desde los desafíos de conectar con una comunidad exigente, hasta ejemplos de casos exitosos y los indicadores clave para medir resultados, Marina ofrece una visión práctica para que las marcas, endémicas o no, encuentren su lugar en este ecosistema en expansión.
Tierisch menschlich - Der Podcast mit Hundeprofi Martin Rütter und Katharina Adick
In dieser Folge gibt es gleich zwei Trainingshacks: Was kann man mit einer Reizangel erreichen, wenn man es richtig macht und warum kommt es bei kläffenden Hunden vor allem aufs Timing an? Außerdem: Interessieren sich Katharina und Martin für denselben Hund? Warum Borstenwurm-Frauen ohne Gehirn zu Borstenwurm-Männern werden und wieso Lulu ein neues Zuhause hat. Eine Frage aus der Hörerschaft zu Tierquälerei und im Rasseportrait: FCI 289. Shownotes:Kinderbuch: Fair & Nessi https://www.buchfink-verlag.de/fair-nessie-kinderbuch-ueber-chancengleichheit/ +++MAITHINK X - Die Show: https://loveyourartist.com/de/profiles/maithink-x-die-show-11M033/events +++Stefanie Heinzmann Tour: https://www.eventim.de/artist/stefanie-heinzmann/?affiliate=GMD&utm_source=google&utm_medium=cpc&utm_campaign=ar_top-artists&utm_agid=172975866924&utm_term=stefanie%20heinzmann%20tickets&creative=723593871481&device=c&placement=&gad_source=1&gad_campaignid=17372270059&gbraid=0AAAAAD8gI545FZrYH64QPCnr-6RRSYg9C +++Unsere allgemeinen Datenschutzrichtlinien finden Sie unter https://datenschutz.ad-alliance.de/podcast.html Wir verarbeiten im Zusammenhang mit dem Angebot unserer Podcasts Daten. Wenn Sie der automatischen Übermittlung der Daten widersprechen wollen, klicken Sie hier: https://datenschutz.ad-alliance.de/podcast.html ++++++ Alle Rabattcodes und Infos zu unseren Werbepartnern finden Sie hier: https://linktr.ee/tierisch.menschlich +++Unsere allgemeinen Datenschutzrichtlinien finden Sie unter https://art19.com/privacy. Die Datenschutzrichtlinien für Kalifornien sind unter https://art19.com/privacy#do-not-sell-my-info abrufbar.
Neste episódio do Agro Resenha, conversamos com Koiti Komura, médico veterinário e fundador da Solução Agropecuária, em Londrina, Paraná. Koiti compartilha sua desafiadora jornada empreendedora no agronegócio, abordando desde os obstáculos de iniciar uma empresa na pandemia até a essência da gestão eficiente e a adoção de tecnologia na pecuária de corte. Ele ressalta o papel da humildade, autoconhecimento e o foco no cliente para impulsionar a lucratividade, com destaque para a otimização do GMD e a busca por parceiros alinhados. PARCEIROS DESTE EPISÓDIO Este episódio foi trazido até você pela SCADIAgro! A SCADIAgro trabalha diariamente com o compromisso de garantir aos produtores rurais as informações que tornem a gestão econômica e fiscal de suas propriedades mais sustentável e eficiente. Com mais de 30 anos no mercado, a empresa desenvolve soluções de gestão para produtores rurais espalhados pelo Brasil através de seu software. SCADIAgro: Simplificando a Gestão para o Produtor Rural Site: Home - SCADIAgroPodcast Gestão Rural: Gestão RuralInstagram: Instagram (@scadiagro)LinkedIn: https://www.linkedin.com/company/scadiagroYouTube: SCADIAgro Este episódio também foi trazido até você pela Nutripura Nutrição e Pastagem! A Nutripura, que tem como base valores como honestidade, qualidade e inovação nos produtos e excelência no atendimento, atua há mais de 20 anos no segmento pecuário, oferecendo os melhores produtos e serviços aos pecuaristas. Fique ligado nos artigos que saem no Blog Canivete e no podcast CaniveteCast! Com certeza é o melhor conteúdo sobre pecuária que você irá encontrar na internet. Nutripura: O produto certo, na hora certa. Site: Nutripura - SoluçõesBlog Canivete: Blog Canivete - NutripuraInstagram: Instagram (@nutripura)Facebook: Nutripura - Nutrição Animal e Pastagens | Rondonópolis MTLinkedIn: https://www.linkedin.com/company/nutripura/YouTube: Nutripura INTERAJA COM O AGRO RESENHAInstagram: Instagram (@agroresenha)Twitter: Agro Resenha Podcast (@agroresenha) on XFacebook: Agro ResenhaYouTube: Agro ResenhaCanal do Telegram: Agro Resenha Podcast #01Canal do WhatsApp: https://bit.ly/arp-zap-01 E-MAILSe você tem alguma sugestão de pauta, reclamação ou dúvida envie um e-mail para contato@agroresenha.com.br QUERO PATROCINARSe você deseja posicionar sua marca junto ao Agro Resenha Podcast, envie um e-mail para contato@agroresenha.com.br FICHA TÉCNICAApresentação: Paulo OzakiProdução: Agro ResenhaConvidado: Koiti KomuraEdição: Senhor A - https://editorsenhor-a.com.br PARCEIROS DESTE EPISÓDIO Este episódio foi trazido até você pela SCADIAgro! A SCADIAgro trabalha diariamente com o compromisso de garantir aos produtores rurais as informações que tornem a gestão econômica e fiscal de suas propriedades mais sustentável e eficiente. Com mais de 30 anos no mercado, a empresa desenvolve soluções de gestão para produtores rurais espalhados pelo Brasil através de seu software. SCADIAgro: Simplificando a Gestão para o Produtor Rural Site: Home - SCADIAgroPodcast Gestão Rural: Gestão RuralInstagram: Instagram (@scadiagro)LinkedIn: https://www.linkedin.com/company/scadiagroYouTube: SCADIAgro Este episódio também foi trazido até você pela Nutripura Nutrição e Pastagem! A Nutripura, que tem como base valores como honestidade, qualidade e inovação nos produtos e excelência no atendimento, atua há mais de 20 anos no segmento pecuário, oferecendo os melhores produtos e serviços aos pecuaristas. Fique ligado nos artigos que saem no Blog Canivete e no podcast CaniveteCast! Com certeza é o melhor conteúdo sobre pecuária que você irá encontrar na internet. Nutripura: O produto certo, na hora certa. Site: Nutripura - SoluçõesBlog Canivete: Blog Canivete - NutripuraInstagram: Instagram (@nutripura)Facebook: Nutripura - Nutrição Animal e Pastagens | Rondonópolis MTLinkedIn: https://www.linkedin.com/company/nutripura/YouTube: Nutripura INTERAJA COM O AGRO RESENHAInstagram: Instagram (@agroresenha)Twitter: Agro Resenha Podcast (@agroresenha) on XFacebook: Agro ResenhaYouTube: Agro ResenhaCanal do Telegram: Agro Resenha Podcast #01Canal do WhatsApp: https://bit.ly/arp-zap-01 E-MAILSe você tem alguma sugestão de pauta, reclamação ou dúvida envie um e-mail para contato@agroresenha.com.br QUERO PATROCINARSe você deseja posicionar sua marca junto ao Agro Resenha Podcast, envie um e-mail para contato@agroresenha.com.br FICHA TÉCNICAApresentação: Paulo OzakiProdução: Agro ResenhaConvidado: Koiti KomuraEdição: Senhor A - https://editorsenhor-a.com.brSee omnystudio.com/listener for privacy information.
C dans l'air du 5 août 2025 : Droits de douanes américains, Chine...l'Europe prise en étauÉmission présentée par Saliah BrakhliaLes nouveaux droits de douane de 15% entre les Etats-Unis et l'Europe entreront en vigueur jeudi. Mais déjà, plusieurs voix s'élèvent pour critiquer l'accord obtenu entre la Commission européenne et la Maison Blanche. Ancien ministre de l'Économie, Thierry Breton considère que cet accord est "déséquilibré", et qu'il a été imposé par Washington, alors même que l'Europe est le premier partenaire commercial des Etats-Unis. Ce week-end, l'ancien Premier ministre Michel Barnier a vivement critiqué Ursula Von Der Leyen, qualifiant la négociation d'"immense défaite". Parmi les secteurs les plus touchés, les produits pharmaceutiques (120 milliards d'euros d'exportation en 2024), et les vins et spiritueux (8 milliards) s'inquiètent de leur avenir. Le secteur du luxe devrait s'en sortir un peu mieux, en répercutant la hausse des droits de douane sur les prix. Quant à l'industrie aéronautique, elle a bénéficié d'une exemption de droits de douane.Autre victime de la guerre commerciale, l'industrie automobile est en berne : fin juillet, le groupe franco-italien Stellantis (Peugeot, Fiat, Chrysler…) a annoncé une perte de 2,3 milliards d'euros sur le premier semestre, notamment en raison d'une baisse des ventes de véhicules en Europe et aux Etats-Unis. En Allemagne, l'automobile est aussi en crise. Mercedes a annoncé fin juillet une chute de 69% de son bénéfice au deuxième trimestre, et Porsche de 91% par rapport à la même période en 2024. Le marché du véhicule haut de gamme allemand, qui se tournait avant tout vers la Chine, est confronté à un repli des consommateurs sur leur propre marché : ces derniers privilégient désormais les marques chinoises plus abordables et connectées, à l'image de la berline Xiaomi SU7, trois fois moins chère qu'une Porsche Taycan.Et les Chinois ne se contentent pas d'envahir le marché de l'automobile européen. Ils investissent également dans les autres secteurs clés. Fin mai, le groupe chinois Wanrun a ainsi repris Safra, le seul constructeur français d'autobus à hydrogène, qui avait été placé en redressement judiciaire depuis février. Le consortium chinois a repris pour 7 millions d'euros l'ensemble des activités du groupe ainsi que 120 salariés (sur 169). Ce rachat n'avait pas plu à tout le monde : "Au moment où le gouvernement en appelle à la souveraineté industrielle et veut renforcer les territoires d'industrie, (…) une nouvelle erreur se profile à Albi si le tribunal de commerce faisait le choix du groupe asiatique", avait pointé Jean-Louis Chauzy, le Président du Conseil Economique et social de Midi-Pyrénées. D'autant que l'offensive chinoise ne se limite pas à Safra : ces derniers mois, Vencorex, l'un des fleurons français de la chimie, et l'équipementier automobile GMD ont subi le même sort.L'Union européenne peut-elle espérer de nouvelles négociations sur les 15% de droits de douane imposés par les Etats-Unis ? Quels secteurs économiques vont être les plus touchés ? Comment expliquer les difficultés de l'industrie automobile européenne ? Et faut-il craindre les rachats d'entreprises françaises par les Chinois ?LES EXPERTS :- Éric ALBERT - Journaliste en charge des questions économiques et européennes - Le Monde- Sylvie MATELLY - Économiste, directrice de l'Institut Jacques Delors, auteure de "Géopolitique de l'économie"- Marc VIGNAUD - Journaliste économique - L'Opinion- François GEEROLF - Économiste - OFCE
Geomagnetic disturbances and electromagnetic pulses have the potential to cause a lot of problems for us. We learn what causes these events and how they can impact electronic systems.See omnystudio.com/listener for privacy information.
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