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The ASX 200 opened firm, slipped then rallied off lows as US futures stayed positive. We closed down only 4 points to 9022. Banks made a comeback, NAB up 1.0% with WBC up 1.5% and the Big Bank Basket up to $309.01 (0.3%). Financials elsewhere were smacked down on private equity fears, AI concerns and bears playing havoc post results. MQG dropped 3.6% on PE concerns, RPL rallied hard on better results, up 4.8% and NGI came under extreme pressure down 5.4%. MAF continued lower. ZIP fell another 6.4%. Insurers also fell, QBE off 1.6%. REITs too under pressure, GMG down 2.6% and SCG falling 1.1%. Industrials were mixed, WES down 1.8% and REA off 3.9% with tech under extreme pressure again, WTC fell 3.7% and XRO down 4.6% with the All-Tech Index down another 3.1%. Retail under pressure too, SUL off 2.5% and PMV falling 1.9%.Resources were generally firm. BHP hit record highs, up 1.4% with RIO slipping 1.1% on some broker downgrades, FMG up 1.1%. Golds firmed then slid slightly as bullion prices came off the boil, NST up 1.6% and EVN up 0.8%. Lithium stocks went nuts, PLS up 8.0% and LTR rising 8.7%. Oil and gas stocks rose, WDS results cheered, STO up 0.4% and uranium stocks mixed.In corporate news, MND pushed 5.9% higher on better than expected results, WDS managed a small rise after 24% drop in profits. NEC rallied 0.5% on numbers, VEA rose 8.1% after a stronger number. ARB had a shocker, falling 13.1% after a 17% drop in profits. KLS had a good day, up 7.8%, after announcing the sale of its tourism business.On the economic front, Australian consumer confidence rose 3.1 points last week to 80.2.Asian markets came back online with Japan up 0.9%. China up 1.3% and HK falling 1.9% US Futures slightly firmer. Nasdaq up 120 - S&P 500 up 22.—Marcus Today – Daily Market InsightsMarcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise.If you'd like to go further:Start a free 14-day trial of Marcus Today http://bit.ly/mt-trial-podcastJoin Marcus Today Use code MTPODCAST for 10% off http://bit.ly/mt-join-podcast-offerMT20 – Managed ETF Portfolio A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing. http://bit.ly/mt20-podcastPrinciples – How We Think About Investing A short video series on timing, behaviour, and decision-making. No stock tips. http://bit.ly/mt-principles-podcast—Disclaimer This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.
The ASX 200 gave back 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 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.
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.
The ASX 200 lived up to its new Friday ‘free fall' and dropped 126 points to 8925 (1.4%). Friday the 13th. Banks gave back some ground today as WBC delivered numbers in line. The Big Bank Basket drooped to $303.62(-1.0%). ANZ continued 1.3% higher on broker upgrades. Financials were sold down again, HUB off 4.1% and MQG falling 0.9% with GQG bucking the trend on better-than-expected results. ZIP fell hard as a tech stock should, down 8.5%. Insurers eased back. IAG the exception after results, up 1.0%. REITs were slightly firmer, GMG rallied 2.4% and SCG up 1.6%. Healthcare back in A&E with RMD down another % and CSL slipping 1.4%. COH fell 18.9% on results hitting deaf ears, as it downgraded guidance. Industrials were a sea of red, SGH off 2.7%, QAN down 1.2% and ALL down 5.0%. Utilities found friends on defensive buying. Technology stocks once again sold back into the bronze age, WTC down 10.4% and XRO falling 4.5%. The All-Tech Index losing another 4.7%.Resources were also a sea of red, gold miners slid with NST off 3.5% and EVN giving 3.7% back. BHP down 1.8% on lower copper pricing, RIO holding firm and lithium stocks depressed. Energy stocks needing a boost, WDS down 2.1% and uranium seeing some fallout.In corporate news, the bid for WJL came undone, the stock dropping 25.2%. NCK punished on LFL sales miss, down 22.2% %, ASB sunk 22.8% after some double counting revealed after the close last night.In economic news, CBA says the neutral cash rate is now 3.6%. Pretty much the same as inflation, so that is easy to work out then. Australian households were in spending mode over summer. The latest CommBank Household Spending Insights Index shows spending rose 0.5%in January, marking 16 consecutive months of growth.Standard Chartered warned of further bitcoin weakness and the largest US crypto exchange swung to a loss in the fourth quarter.US futures Dow down 20 and Nasdaq down 10.—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 missed it by this much. Closed up 29 points to close at 9044 (0.3%). Banks were once again the stars of the show as the ANZ result kicked it higher, up 8.5% with the Big Bank Basket up to $306.63 (+4.8%) a new record close. Other financials were sold down hard as AMP results bombed with investors, the stock falling 26.7%, ZIP dipped 5.8% and CGF fell 6.0%. Insurers also under pressure again, QBE down 2.0% and MPL falling 2.2%. Industrials also fell in a heap, are we really at record highs? ALL down 3.9% and JBH losing another 1.0% with REITs under pressure again, GMG down 1.7% and SCG off 5.3%. ‘Old Skool' platforms, again in the doghouse, REA down 3.3% and CAR hitting a speed bump off 5.3%. Tech stocks were horrible again. It continues to cascade lower, the All-Tech Index down another 6.7% with WTC falling 6.6%, XRO heading that way, down 8.4% and TNE off 6.9%. Healthcare checked into A&E as CSL fell another 6.9% with RMD dropping 2.6% and PME being sold down 23.9% on disappointing numbers.In resources, gold miners mixed, lithium stocks better, PLS up 3.8% and MIN pushing 1.4% higher. BHP and RIO doing well on copper prices, uranium struggling, LOT down 7.2% and PDN up 0.7% on better results.In corporate news, TPW were smashed down 32.6% on disappointing numbers and increased discounting. AMP dropped and ASX fell 1.7% after its better-than-expected revenue, wiped out by expenses. BRG saw record EBITDA and popped 1.7% higher.On the economic front, Michele Bullock got a grilling from one Senator.US futures Dow up 157 points and Nasdaq up 46.—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 soared today as CBA delivered in spades, the index rising 147 points to 9015 (+1.7%). How things have changed around since ‘shambolic' Friday last week. Up over 300 points since then! CBA beat forecasts and drove the banking sector higher. Not often that you see a 6.8% rise in CBA. NAB up 3.4% and the Big Bank Basket up to $292.52 (+5%). Insurers bounced back a little, SUN up 0.6% and MQG jumped 2.7% on broker comments. REITs under a little pressure with GMG down 1.0% and SCG off 0.5%. Healthcare in ICU today as CSL managed to top its shambolic CEO news with a bad set of numbers and dropped 4.6%. Some bargain hunters saving it from a worse fate. RMD dropped 4.7% as it went Ex-Dividend. Industrials were better, retail rose, JBH up 1.3% and WES up 1.0% with SGH also up 3.6% on better than expected numbers. Utilities better and ABB soared 14.8% on its deal with AGL. JHX also beat expectations and rose 10.9%.In resource land, BHP up 1.6% and FMG doing well, up 2.3%. Gold miners started slow but ended up, EVN produced a good set of numbers and strong cash generation. Up 8.9%. NEM rose 2.4% and SBM up 10.5%. Lithium stocks improved slightly and uranium stocks off the bottom. Rare earths bounced, three-year highs in the underlying starting to feed into the sentiment. In corporate news, results featured strongly, ASX CEO has quit, DMP has a new pizzaiolo. GQG slipped again on fresh FUM.On the economic front, all eyes on US NFP, here we saw first home buyers loans jump the most since 2023!US futures Dow up 141 and Nasdaq up 111.—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 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.
The ASX200 rose 161 points to 8870 (1.9%) as we wait for the next catalyst. US futures are slightly positive, but it's a big week for earnings. CBA and CSL Wednesday. Banks were firm with CBA up 0.6% and the Big Bank Basket up to $281.52 (1.0%). MQG rallied 2.4% and other financials also doing well. ZIP up 3.8% and PPM rose % after a NBIO from CGF. Insurers rose too. REITs had a much better day, GMG jumped 6.5% on data centre outlook and SCG rose 1.8%. Industrials were firm, WES up 1.4% with CAR beating expectations, and rising 9.9%. Retail bounced, although JBH failed to get the memo. ALL up 2.4% and FLT bounce 6.2% in sympathy with WEB. Tech bounced but not really that convincing, WTC up 3.6% and XRO steadied up 1.4% with the All-Tech Index up 3.7%.Resources saw money flood back in, BHP up 2.3% and FMG rallied 2.6% with gold miners better. NEM up 6.5% and NST rallying 3.6%. Lithium becalmed but copper and base metals did ok. SFR up 4.4% with ILU running hot. Uranium too glowing on US AI spend, LOT up 10.6% and DYL rallying 8.2% with coal also a merry old soul. In corporate news, WEB rallied hard as the company clarified the Spanish Inquisition. Up 18.6%. No one expected that. BVS also doing well on a guidance update, rallying 29.4%. SEK took a $356m impairment against its Zhaopin business in China. ARG slightly higher after a profit of $130.8m in the first half, and lifted its fully franked interim dividend to a record 18.5c.In economic news, locally Household spending fell by 0.4% in December in nominal terms. The PBoC injected a total of 600bn yuan via a 14-day repurchase agreement late last week, ending a two-month hiatus.Bitcoin up to $71716.Asian markets flying on Japanese election result. Japan up 4.3%. New record high. China up 1.4% and HK up 1.6%US futures - Dow up 60 and Nasdaq up 48. Superbowl dominating.10-year yields firms to 4.86%.—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 180points today to 8691 (2.0%). Biggest loss since Liberation Day! Across the board losses and no rally in sight this afternoon. Is this the climax of the selling? No where to run, no where to hide, Materials fell hard led by BHP down 3.1% as copper came under pressure in Asia, RIO held up on news the Glencore deal is off, FMG dipped 1.2%. Gold miners fell, although it could have been worse, NST down 1.7% and NEM off only 4.9% with uranium stocks falling hard too on AI trade impacts, LOT dropped 27.8% as it raised money, PDN fell 10.9% and oil and gas stocks fell, WDS down 1.6% and WHC down 4.1%. BPT continued to fall after the results yesterday. Lithium and other base metal stocks also fell, LYC down 3.2% and PLS off 1.2%.Banks were holding up for a while, before gravity took over WBC down 1.2% and NAB down 1.6%. The Big Bank Basket fell only 0.8% to $278.71.MQG dropped 2.2% and other financials under pressure, HUB off 6.1% and ZIP down 3.3%. Insurers eased and REITs dropped big time, GMG down 6.1% and SCG off 2.5%. Healthcare fell in a hole, CSL down 0.4% and COH falling 3.3% with RMD a bright spot. Retail on sale, JBH down 3.2% and WES off 1.3% with tech wrecked again, WTC down 4.7% and TNE off 5.0%. XRO trying to find a base. Escaping today. NXT dipped 3.9% and EOS down 16.2% and suspended on a research report from Grizzly.In corporate news, RIO and Glencore are now just friends. REA dived 7.8% on its results on lower listings, NWS dipped 5.4% too on results, TWE ditched 8.0% after a UBS report, down % and WEB crashed 29.5% on a Spanish audit. HMC did a strategic deal with KKR and still fell 2.7%. The ASX Tech sector is on track for a 13% fall this week! Down 4.4% again today.Asian markets eased, Japan up 0.8%, China up 0.2%, and HK down 1.3%US Futures down, Nasdaq down 185, Dow down 13610-year yields eases to 4.82%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 down 91 points to 8779 (-1.0%) as losses accelerated across Asia. 30-point rally into the close helped somewhat. South Korea was smashed over 4% on AI spending fears and gold and silver fell hard as did oil, as selling spilled over to other assets. Here the banks held up on defensive buying and CBA regained its crown as Number 1. Up 1.4%. The Big Bank Basket higher at $270.11 (0.7%). Other financials under some pressure, MQG falling 0.2% with QBE down 1.0% and SOL falling 2.6%. REITs dipped, GMG down 0.1% and SCG off 1.0%. Healthcare too under pressure, RMD down 1.3% and CSL dropping 2.4%. Tech once again skewered, WTC down 2.7% and TNE falling 0.9%. The All -Tech Index fell 1.2%.Resources bore the brunt of the selling, BHP down 2.3% as copper fell in Asia, RIO off 1.0% and the gold miners under serious pressure, although there were some signs of buying. NST dropped 8.1% and EVN down 5.6% with NEM falling 10.0%. Most arrested declines although failed to bounce. Base metals, copper and lithium stocks also under pressure, LYC down 0.9%, LTR falling 4.0% and MIN dropping 1.5%. Oil and gas stocks under pressure too as crude unravelled on more optimistic Trump tweets on Iran. WDS fell 1.8% and STO down 3.3%. Uranium stocks slid too, as shorts stepped back in.In corporate news, CTD founder and CEO resigned. The stock is still in a trading halt. GNC crashed 14.0% after a guidance update to 30% below consensus on EBITDA. KMD fell 5.2% despite an upbeat sales guidance release.On the economic front, all eyes on the RBA tomorrow. HSBC says it will be the first G10 country to raise rates. Asian markets fell as risk unwound. South Korea fell 4.3% amidst concerns about the sustainability of AI-related spending. US Futures weaker, Nasdaq down 1.3%, Dow down 347. 10-year yields steady at 4.82%.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 started strong but wobbled ahead of CPI and ended down 8 points to 8934 (0.1%) after CPI nudged higher. Now a 70% chance of a rate rise next week. Most sector of the market slid, Banks off slightly, ANZ down 0.5% and the Big Bank Basket unchanged at $268.50. MQG dropped 1.1% with insurers also weaker, QBE down 1.2% and ZIP came undone, off 4.0%. REITs also under pressure with GMG off 1.1% and SGP falling 0.9%. Industrials pretty weak across the board, WES down 0.7%, ALL off 2.8% and COL and WOW slipped. Tech was again smashed with WTC off 3.8% and XRO falling again. The All-Tech Index dropped 2.8%. Healthcare also saw sellers, RMD down 2.1% and CSL down 1.2%.It was a different story in resources, BHP up 1.7% again, RIO doing well too and gold miners finding buyers again as bullion pushed above $5200. Silver miners also in demand, uranium glowing red hot, no fall out here with PDN up 5.4% and BMN soaring 17.1%. STO and WDS showed a clean pair of heels as crude rose. STO the standout up 3.0%. In corporate news, AUB fell 4.7% after its acquisition and capital raise. ASX dipped slightly after raising expense guidance, BOE soared 10% after cutting cost guidance.In economic news, inflation picked up to 3.8% in December. Blame the Ashes and the Barmy Army. Every economist is now jumping on the rate hike prediction. 70% chance now next week.Asian markets mixed with Japan down 0.6%, China up 0.7% with Indonesia crashes on MSCI moves, down around 7%.US Futures firm, Nasdaq up 150, Dow unchanged - Gold hits record.10-year yields steady at 4.82%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 limped into the Australia Day weekend rising a modest 11 pts to 8860. Down around 44 points for the week. But what a ride! A reverse of yesterday's moves. Banks eased, CBA down 0.8% and WBC off 0.4%. The Big Bank Basket fell back to $266.78 (-0.6%). Insurers dropped with QBE down 1.8% and SUN off 1.4%. Other financials were mixed, ZIP up 5.2% and XYZ rising 1.0%. GQG drifted 1.0% lower and NWL rallied 4.1% on latest numbers. REITs fell again, SCG down 1.2% and VCX down 1.2% with GMG bucking the trend up 0.9%. Some buyers returned to the tech space as 360 roared 27.4% ahead after posting better than expected numbers. WTC moved 0.3% higher with XRO finding some support, up 3.5%. The All- Tech Index rose 2.2%. Finally, some signs of life. Industrials drifted lower, QAN down 1.5% with RMD falling 2.7% and WOW and COL easing. In resources, BHP rallied 0.7% on copper price rises, RIO lost 1.5% and FMG was unchanged on broker research. Gold miners soared again, gold bullion the catalyst. NST bounced 5.4% with EVN up 5.3% and GGP soaring 7.6%. Rare earths were slightly better and Greenland exposed stocks did well. EUR up 8.9% and ETM rising 18.8%. Uranium stocks held on to gains, PDN down 0.4% and DYL rising 1.7% with LOTDB doing well, up 13.3%. STO continues its Barossa inspired rally, up 1.3%.In corporate news, GYG firmed as Uber Eats will now deliver your burrito. AAI fell 0.8% on results. CSC fell 3.4% on a strike at Mantoverde.Nothing locally on economic news, Japan kept rates unchanged ahead of the snap election.Asian markets mixed, Japan up 2%, China down 0.5% and HK unchanged. Dow futures up 35 Nasdaq futures up 35 - 10-year yields higher at 4.82%. 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 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.
Key topics covered include: Battery optimization and fast-charging performance Energy density expectations and scaling challenges Super G testing and battery industry engagement Thermal XR EPA approval and U.S. rollout 2026 growth strategy and commercialization plans In this KE Report company update, we welcome back Craig Nicol, Founder and CEO of Graphene Manufacturing Group (TSX-V: GMG | OTCQX: GMGMF), to address a wide range of listener-submitted questions following the company's EPA approval for THERMAL-XR®. Craig provides clear updates on GMG's battery development progress, including ongoing optimization work, fast-charging performance, and realistic energy density expectations as the technology moves toward larger-scale cells and eventual commercial testing. The conversation also dives into Super G graphene testing with battery industry participants, the final steps toward shipping THERMAL-XR® into the U.S., and the massive market opportunities across air conditioning, data centers, and industrial cooling. Craig closes with an overview of GMG's key priorities for 2026, including scaling production, expanding into North America, and converting technical validation into meaningful commercial sales. Please keep the questions coming! Email me at Fleck@kereport.com. Click here to visit the GMG website to learn more about the Company. ------------- For more market commentary & interview summaries, subscribe to our Substacks: https://kereport.substack.com/ https://excelsiorprosperity.substack.com/ Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.
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 another 49 points to 8809 (0.6%) as resources continue to soar, banks joined in too with the iron ore majors recovering. Some selling on the close knocked it off highs. CBA was up 0.5% with NAB flying 1.9% higher and the Big Bank Basket up to $272.19 (0.9%). Other financials and insurers also rallying, except GQG which fell 8.6% on latest FUM results. REITS also firm, GMG up 1.1% and SCG rising 1.2%. Industrials and healthcare were a little weaker, retail stocks under pressure, JBH down 3.0%, COL sliding 1.8% and TPW off another 2.7%. MYR dropped 5.1% and BAP continued lower. Tech stocks continued to ease, WTC eased 0.3%, XRO up 0.4%, but TNE down 0.8%. Resources were the drivers again, BHP up 2.3% with RIO bouncing back 2.2%. Gold miners were firm, EVN up 2.0% and NST up 3.6% with lithium stocks also doing well and rare earths in focus. LYC up 1.9% despite news that the popular CEO is retiring. Uranium stocks better and oil and gas weak, WDS down 1.7%.In corporate news, EDV fell 2.9% as it forecast pre-tax profits of between $400-411m. FBU reported a modest improvement in the outlook and ZIP dropped 7.6% on US credit card moves from Trump. 4DX in a trading halt with a placement at 380c.On the economic front, the ANZ-Roy Morgan survey on consumer sentiment was the weakest start to the new year in 15 years.Asian markets firmed, Japan jumped 3.4% on a potential snap election, China up 0.1% and HK up 1.1%. US futures down slightly.10-year yields steady at 4.70%.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.
CME credits: 0.25 Valid until: 31-12-2026 Claim your CME credit at https://reachmd.com/programs/cme/gmg-patient-stratification-and-antibody-profiling-personalizing-the-disease-lens/39029/ This discussion between Drs. Diana Castro and Jonathan Strober focuses on the clinical utility of patient stratification and antibody profiling in generalized myasthenia gravis (gMG). The conversation addresses how age of onset, antibody status (acetylcholine receptor, MuSK, LRP4), and comorbidities can influence diagnosis and management plans. The speakers highlight the limitations of current pediatric assessment tools and the implications of antibody status for access to targeted therapies. Practical considerations for repeat testing, use of modified clinical scales, and individualized communication strategies with pediatric patients and families are also examined, emphasizing the nuanced approach required in younger populations.=
CME credits: 0.25 Valid until: 31-12-2026 Claim your CME credit at https://reachmd.com/programs/cme/mg-therapeutic-selection-and-monitoring-efficacy-matching-mechanisms-to-patients/39030/ Drs. Diana Castro and Jonathan Strober discuss treatment strategies for generalized myasthenia gravis (gMG), focusing on pediatric and adolescent care. They review traditional therapies and newer agents, such as FcRn and complement inhibitors, highlighting the role of antibody status and considerations for thymectomy. The conversation also addresses monitoring challenges, including limitations of clinical scales and the importance of patient and caregiver input in assessing treatment response.=
CME credits: 0.25 Valid until: 31-12-2026 Claim your CME credit at https://reachmd.com/programs/cme/diagnostic-and-diagnosis-logistics-navigating-complexity-across-ages/39028/ Drs. Jonathan Strober and Diana Castro examine the diagnostic approach to generalized myasthenia gravis (gMG), with a focus on age-related differences in clinical presentation. They describe early signs in pediatric patients—such as ptosis and impaired extraocular movements—and contrast these with the fluctuating fatigue, bulbar involvement, and proximal muscle weakness more commonly seen in adults. The discussion includes practical strategies for diagnostic confirmation and highlights the role of antibody testing and the limitations of electrophysiologic studies in children. The faculty emphasize the importance of keeping MG in the differential diagnosis to minimize delays in recognition and treatment.=
In this company update, Craig Nichol, Founder and CEO of Graphene Manufacturing Group (TSX-V: GMG | OTCQX: GMGMF), highlights two major catalysts as the company transitions from innovation to commercial execution. GMG has secured EPA approval in the US for its THERMAL-XR® coating, clearing the path for material sales through its master distributor, Nu-Calgon. Simultaneously, the company released new data for its Graphene Aluminium-Ion Battery, confirming a 6-minute full charge time, We discuss the development roadmap toward 100 Wh/kg energy density and path to market. Please keep the questions coming! Email me at Fleck@kereport.com. Click here to visit the GMG website to learn more about the Company. ------------- For more market commentary & interview summaries, subscribe to our Substacks: https://kereport.substack.com/ https://excelsiorprosperity.substack.com/ Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.
The ASX 200 jumped 96 points to close at 8796 (1.1%) on a six-week high as Santa seems to have found his plug-in charger. Yesterday was all about the miners, today was all about the banks. CBA rose 2.2% with NAB up 0.9% and the Big Bank Basket back up to $280.18 (1.7%). RBA minutes suggested rate rises and an economy that is doing ok. Maybe too ok. Other financials also did well with MQG up 1.6% and insurers pushing ahead. QBE up 2.0% and SUN up 1.4%. REITs were stars with GMG running hot, up 8.3%, on a $14bn data centre deal, VCX rose 0.8%. Industrials were firm with WES up 1.5% and NCK still feeling loved up 2.8%. ALL rose 1.2% and TAH rallied 1.0% after Macquarie revealed a 5% stake. Tech stocks started to stir at last, WTC up 2.3% and 360 up a modest 2.2%. NXT rose 1.2% and ELS did well up 3.6%.Resources took a bit of a breather despite gold flying, BHP up 1.1% with FMG down 0.4% and the gold miners mixed. NEM up 1.2% and NST fell 0.6%. Lithium stocks remain in favour, LTR up 3.2%. Uranium stocks steady and oil and gas stocks positive, WDS up 1.2% and STO up 0.7% on higher crude prices.In corporate news, SWM unchanged as the merger with SXL was approved. CMM fell 1.8% after agreeing to acquire a project from Tempest Minerals. RHC was 2.9% better, on news to acquire National Capital Private Hospitals in Canberra.On the economic front, RBA Minutes out today. The board has less confidence in its previous assessment that monetary policy is restricting the economy, and that interest rate rises will be considered next year if higher inflation persists. Monthly inflation numbers remain volatile.Asian markets were firm. Japan up 0.3%, China up 0.3% and HK unchanged.US futures – DJ down 49 Nasdaq down 810-year yields eases to 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.
Graphene Manufacturing Group CEO Craig Nicol joined Steve Darling from Proactive to provide an update on the company's commercialisation progress, highlighting a major regulatory milestone for its THERMAL-XR® ENHANCE graphene coating product. GMG announced it has received and accepted the United States Environmental Protection Agency's consent notice approval conditions under the Pre-Manufacture Notice (PMN) process, clearing an important step toward full market entry in the United States. The EPA consent notice represents a significant achievement for GMG, as the PMN program is designed to ensure the safety and environmental suitability of new chemical substances introduced into the U.S. market. With this approval milestone in place, THERMAL-XR® ENHANCE is positioned to offer meaningful energy savings and enhanced corrosion resistance for U.S. consumers and commercial users across a range of industrial and building applications. Nicol explained that, upon receipt of the fully signed consent notice from the EPA—expected early in the new year—the first commercial shipment of THERMAL-XR® ENHANCE will be sent to Nu-Calgon. The product will be distributed and resold under the name “Nu-Calgon CoolWorx® powered by GMG Graphene,” marking GMG's initial commercial rollout of the technology in the U.S. market. Beyond coatings, Nicol also provided an update on GMG's Graphene Aluminium-Ion (G+AI) Battery technology, which is being developed in collaboration with the University of Queensland under a Joint Development Agreement with Rio Tinto, one of the world's largest mining and metals companies. The project is also supported by the Battery Innovation Center of Indiana in the United States, strengthening the development and validation framework for the technology. GMG reported that, at its current stage of development, the G+AI Battery demonstrates performance characteristics comparable to high-power Lithium Titanate Oxide (LTO) batteries, which typically sell at premium prices of up to US$1,500 per kilowatt-hour. Importantly, GMG believes its graphene-based battery can be manufactured at a substantially lower cost, enabling pricing below that of LTO batteries. In 2025, global sales of LTO batteries reached approximately US$5.6 billion, underscoring the scale of the addressable market. Looking ahead, GMG management believes continued optimization of the cathode, anode, electrolyte, and overall component weight could enable the G+AI Battery to achieve energy densities of more than 150 Wh/kg when charged in one hour, and over 75 Wh/kg with ultra-fast six-minute charging. The company sees these performance targets as key drivers for future commercial competitiveness across a wide range of global energy storage applications. #GrapheneManufacturingGroup #CraigNicol #THERMALXR #GLubricant #REACHapproval #HVACR #CleanTech #GrapheneTechnology #EnergyEfficiency #SustainableTech #NuCalgon #SprayAcademy #EPAapproval #EuropeanMarket #ProactiveInvestors
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.
The ASX 200 slipped another 36 points to 8598 (0.4%) as we wait for US data and Futures turned negative. Asian markets also under pressure as the AI trade sees air leaving. Banks slipped, CBA steady, WBC down 1.1% with the Big Bank Basket down to $271.96 (), other financials falling, ASX down another 2.9% with GQG off 3.1% and MQG bucking the trend up 0.2%, Insurers were firm, SUN up 0.8% and MPL rising 0.4%. REITs slid lower, GMG down 0.1% and VCX falling 1.6%. Tech stocks in trouble again, WTC down 3.0% and XRO off 2.0% with the All-Tech Index down 1.6%. Retail fell, JBH down 1.0% and healthcare also under pressure. PME down 3.3% and COH falling on deaf ears, off 1.4%.Resources tried hard to hold up, gold miners saw profit taking again, NST down 2.4% and NEM off 0.6%. BHP and RIO went sideways, FMG dropped 2.8% and oil and gas stocks fell hard on crude prices, WDS down 2.3% and STO off 2.1%. Uranium stocks under pressure again on the AI trade. PDN off 4.8% and WHC falling 1.2%.In corporate news, REA fell 1.7% on news Google is entering the housing ad space. SXE rose 2.5% on a new order, DRO soared 22.2% on a $50m order from Europe. SGR unchanged after Steve McCann resigned. ORI up 2.8% after its AGMOn the economic front, ANZ- Roy Morgan Consumer sentiment eased and two major banks predicted rate rises for February.Asian markets fell hard on AI fears, Japan down 1.3%, HK down 1.9% and China off 1.4%.US futures were down, Dow down 160 and Nasdaq down 168.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.
CME credits: 0.50 Valid until: 15-12-2026 Claim your CME credit at https://reachmd.com/programs/cme/implementing-the-latest-diagnostic-and-treatment-approaches-for-generalized-myasthenia-gravis/32961/ In this expert commentary, Dr. Narayanaswami highlights key messages from the Prova Education satellite symposium held at the 2025 AANEM Meeting in San Francisco. The discussion centers on the clinical application of FcRn antagonists in gMG, reviewing the rationale for FcRn blockade, approved FcRN antagonists, and pivotal clinical trial data. Differences in therapy onset, duration, administration, and tolerability are outlined, along with considerations for treatment selection based on antibody profiles and diagnostic criteria. Practical insights address use in special populations, coordination with plasma exchange, and vaccination timing, offering clinicians a concise synthesis of the symposium's clinical guidance.=
On this week's episode the guys discuss Ball x Pit, The Game Awards winners and announcements, Dead Reset, cold weather, John Cena's retirement match, a GMG game, and so much more! – http://linktree.com/thegmgpod – All of our links can be found on the LinkTree link including our audio podcast (Apple, Spotify, etc.), YouTube, Twitch streaming channels, Discord, Patreon, GMG Merchandise, X, Facebook, Instagram, and E-Mail. – Listen as Lucas, Patrick, and Ryan talk about video games, TV, movies, sports, Jesus, but most importantly, life...the greatest and most difficult game of all. And you shouldn't go at it alone, so we are gonna do it with you on this fine morning.
On this week's episode the guys discuss Ball x Pit, The Game Awards winners and announcements, Dead Reset, cold weather, John Cena's retirement match, a new GMG game, and so much more! – http://linktree.com/thegmgpod – All of our links can be found on the LinkTree link including our audio podcast (Apple, Spotify, etc.), YouTube, Twitch streaming channels, Discord, Patreon, GMG Merchandise, X, Facebook, Instagram, and E-Mail. – Listen as Lucas, Patrick, and Ryan talk about video games, TV, movies, sports, Jesus, but most importantly, life...the greatest and most difficult game of all. And you shouldn't go at it alone, so we are gonna do it with you on this fine morning.
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.
The ASX 200 fell 39 points to 8586 (0.5%) after the RBA kept rates on hold as forecast. The index was down a similar amount before the 2.30pm announcement. Banks drifted lower, CBA down 0.6% and WBC off 0.6% with insurers staging a modest recovery, QBE up 1.2% and MPL rising 2.7%. MQG dropped another 0.9% with PNI falling 1.1%. REITs mixed, GMG down % with the rest of the sector better. Healthcare eased, CSL down 2.0% and RMD falling 2.3%. Retail stocks fell on the rates news, JBH off 1.9% and APE dropping 2.2% as SUL fell in sympathy with BAP, down 21.3% on another nasty trading update. Telcos slid lower, TLS down 0.6% and TPG with some issues fell 1.6%. Tech once again on the nose, XRO off 0.7% and TNE down 1.6% with 360 falling hard.In resources, iron ore stocks firmed, FMG up 1.7% and RIO flat. Gold miners drifted lower, PRU off 1.5% and NST falling %. Oil and gas stocks eased, uranium mixed, PDN and DYL to the good, LOT down to the bad. Lithium stocks holding, up but rare earths sliding back to earth.In corporate news, LTR dropped 2.3% on a new offtake deal, WAF fell 0.7% on drilling results.On the economic front, the RBA left rates unchanged. The board does not seem to be in a hurry to raise them either.Meanwhile in Asia, Japan up 0.2%, HK down 0.8% and China down 0.1%.10-year yields higher at 4.75%.US Futures – DJ up 9 points and Nasdaq up 10.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 slipped 10 points in quiet trade to 8624 (0.1%). Banks eased slightly with ANZ and NAB down around 0.7%. The Big Bank Basket up to $269.33 (0.3%). Other financials and insurers were firm, QBE up 1.1% and ZIP doing well, up 5.7%. Industrials wafted around, retailers fell with JBH and WES showing modest losses. REITs were slightly better, led by GMG and TLS had a good day as did REA. Technology stocks were mixed, WTC up 0.8% and XRO continuing to fall, off another 0.6%. The All-Tech Index rising 0.1%.In the miners, iron ore majors came under a little pressure, with RIO off 0.9%. Gold miners too were under some pressure as bullion drifted lower, NST down 1.4% and EVN off 2.1%. Lithium stocks were on a roll. PLS up 6.1% and LTR blasting 14.8% ahead on UBS upgrades and short covering. Uranium stocks down, modest losses only. BOE the exception falling 4.5%.In corporate news, NSR got an agreed bid from Brookfield-GIC at 286c. S&P have downgraded their credit outlook for ASX Ltd to “negative” from “stable”. TNE have backed the new CFO following his time with CTD.On the economic front, RBA meeting tomorrow, and almost a shoe-in for no change to rates. The AUD is trading at a 3-month high.Meanwhile in Asia, Japan up 0.5%, HK down 1.0% and China up 0.7%.10-year yields steady at 4.70%.US Futures – DJ up 18 points and Nasdaq up 66.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 meandered around waiting for the Test to start. At the close, the index was up 23 points to 8618 (0.3%) in a narrow trading range. Banks found some buyers with the Big Bank Basket rallying to $266.71 (0.8%) as ANZ continued higher, up 1.7%. Financials generally were on hold, REITs slid with GMG down 2.7% as higher bond yields took their toll after household spending showed renewed strength. Industrials too were wishy washy, ALL down 0.7% and COL off 1.7% with retailers falling, JBH down 2.1% and TPW falling another 2.4%. STP fell hard on a trading update. Tech stocks were slightly firmer, WTC did better after the investor day yesterday, up 1.7%, with 360 also better. The All-Tech Index drifted 0.3% lower.Resources were all about copper. BHP up 3.6% with RIO joining the fun and rising 3.9%. Gold miners slipped as a stronger AUD took its toll. Lithium stocks are also coming off the boil with VUL copping it on the capital raise and ex-entitlement. Oil and gas are modestly higher, with uranium stocks mixed. In corporate news, BEN is in the frame with job cuts, REG sold some aged care homes, and GEM updated the market on its former employee facing an additional 83 charges. On the economic front, stronger-than-expected household spending reignited rate rise fears. Asian markets, Japan recovered 1.8% with HK up 0.2% and China up 0.3%.10-year yields pushed higher again to 4.69%.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.
It's Thanksgiving and we welcome good friend of the show, Seth Saunders from Preferred Walk On to talk about an exceptional season from the Group of 5 teams. On this show we talk to Seth about...What we give thanks for during this 2025 football seasonThe impact of Eric Morris' situation at North Texas & if this opens the door for Navy to get into the American title gameThe job Charles Huff has done at Southern MissRemaining scenarios for who takes on Western Michigan in the title game Kennesaw State's awesome season What happened to Boise State this year and the job Sean Lewis has done at San Diego StateWhat more could JMU have done this season to get nationally recognised There are 23 Rivalry Games over the course of the weekend: We discuss how would we spend our Thanksgiving weekend & which games we would want to go to!Thanks for tuning in to the College Chaps Podcast - the United Kingdom's original and still best Podcast dedicated to the College Game. Stay tuned for more great guests. Don't forget to follow, rate & share!
James F. Howard Jr, MD - Direct From San Francisco: Emerging Data and Expert Perspectives on Targeted Therapies for gMG
James F. Howard Jr, MD - Direct From San Francisco: Emerging Data and Expert Perspectives on Targeted Therapies for gMG
On this week's episode the guys discuss driving with Claire, The Game Awards Game of the Year, The Lord's Prayer, candy bars, Hades 2, decorating for Christmas, the GMG wives, reading books, and so much more! – http://linktree.com/thegmgpod – All of our links can be found on the LinkTree link including our audio podcast (Apple, Spotify, etc.), YouTube, Twitch streaming channels, Discord, Patreon, GMG Merchandise, X, Facebook, Instagram, and E-Mail. – Listen as Lucas, Patrick, and Ryan talk about video games, TV, movies, sports, Jesus, but most importantly, life...the greatest and most difficult game of all. And you shouldn't go at it alone, so we are gonna do it with you on this fine morning.
In this KE Report Company Update, we're joined by Craig Nicol, Founder and CEO of Graphene Manufacturing Group (TSX.V:GMG - OTCQX:GMGMF), for a detailed discussion on the company's latest milestones across its Thermal-XR®, G® Lubricant, and battery divisions - including key distribution deals, EPA approval timelines, and next-generation production plans. Interview Highlights: Thermal-XR® Expansion: New Beijer Ref and Kirby Network agreement in Australia adds coating as a standard option on HVAC coils, backed by a 5-year warranty and energy savings. U.S. Market Entry: EPA approval expected by December, enabling Nu-Calgon rollout and first shipments to U.S. customers. G® Lubricant Rollout: European sales launching with palletized product; strong trial feedback and early fleet testing showing up to 30% fuel savings. Battery Development: Advancing fast-charge graphene aluminum-ion battery; validation testing underway with Rio Tinto (NYSE:RIO) and other partners. Graphene Scale-Up: Gen-2 production system under construction in Brisbane - 20× output increase, low capex (~A$2M), and future North America expansion planned. Upcoming Catalysts: EPA approval and U.S. product launch Distribution & fleet data updates Battery testing results Gen-2 plant commissioning mid-2026 Please keep the questions coming! Email me at Fleck@kereport.com. Click here to visit the GMG website to learn more about the Company. --------------- For more market commentary & interview summaries, subscribe to our Substacks: https://kereport.substack.com/ https://excelsiorprosperity.substack.com/ Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.
CME credits: 0.25 Valid until: 15-11-2026 Claim your CME credit at https://reachmd.com/programs/cme/advancing-gmg-clinical-decisions-diagnosing-early-treating-smarter-and-caring-holistically-a-case-based-treatment-approach/36276/ This case-based discussion follows Maria, a 38-year-old teacher presenting with fluctuating ptosis, diplopia, and fatigue—classic but easily overlooked signs of generalized myasthenia gravis (gMG). Drs. Goyal and Edmundson review diagnostic strategies for gMG, particularly in seronegative or ocular presentations, and examine FcRn antagonists (efgartigimod, rozanolixizumab, and nipocalimab), using clinical trial data to guide therapy selection. They discuss treatment timing, monitoring, and integrating these agents into personalized care, with attention to comorbidities, reproductive status, and quality-of-life factors. =
Good morning from Pharma Daily: the podcast that brings you the most important developments in the pharmaceutical and biotech world. Today's focus is on a series of significant advancements that are poised to reshape the landscape of drug development, regulatory standards, and patient care.Eli Lilly has made remarkable strides with its dual-action obesity medications, Zepbound and Mounjaro. Despite being removed from the CVS formulary, these drugs have achieved exceptional sales figures, reaching $10 billion in a single quarter. This success can be attributed to Lilly's innovative direct-to-consumer sales strategy, which exemplifies how modern marketing approaches can overcome traditional market barriers. Additionally, Eli Lilly's partnership with Walmart to expand access to Zepbound through retail pharmacy pickups exemplifies a strategic approach to enhancing patient access to crucial medications. By leveraging Walmart's extensive retail network, this collaboration facilitates easier access to obesity treatments—a significant public health challenge—enhancing both patient convenience and broadening market reach for Lilly's products. These achievements not only highlight the potential of strategic marketing but also underscore a growing demand for effective obesity treatments within the pharmaceutical industry.In another exciting development, Alnylam Pharmaceuticals has reported impressive sales figures for Amvuttra, a treatment for transthyretin amyloid cardiomyopathy. Surpassing analysts' expectations, this success signals a growing market for treatments targeting rare diseases and emphasizes the importance of strategic market expansion to reach underserved patient populations.Meanwhile, Bristol Myers Squibb's anticipated schizophrenia treatment, Cobenfy, has experienced a lukewarm market entry. While meeting initial expectations in its first year, it has yet to create the breakthrough impact investors anticipated. This situation highlights the challenges even well-hyped pharmaceuticals face upon launch and underscores the need for continuous strategic planning to ensure market penetration and sustained growth.A surprising development in mergers and acquisitions comes from Novo Nordisk's $6.5 billion counteroffer to acquire Metsera, an obesity biotech initially targeted by Pfizer. This aggressive move reflects intense competition in the obesity drug market and illustrates the high stakes involved in acquiring promising biotech assets that could potentially transform treatment paradigms for chronic conditions like obesity.The vaccine industry is navigating its own set of challenges with declining sales across the board. However, Merck's adult pneumococcal vaccine Capvaxive has shown promising initial sales figures. As the first pneumococcal vaccine specifically designed for adults, Capvaxive indicates a potential niche market that Merck could successfully capture.On the regulatory front, significant measures are being taken by the FDA to boost biosimilar availability against drug pricing pressures. New draft guidance aims to eliminate clinical testing requirements for biosimilars and categorize all approved biosimilars as "interchangeable." This initiative could significantly reduce biologic medicine costs post-patent expiration and increase competition in the market, potentially making essential medications more accessible to patients. Additionally, the FDA is proposing streamlined biosimilar approval pathways aimed at reducing overall bio-drug costs—a welcome move reflecting concerted efforts to make essential medications more affordable and accessible globally.Argenx has reported positive trial results for Vyvgart in treating generalized myasthenia gravis (gMG), highlighting its commitment to addressing unmet needs within this patient population. These findings could expand treatment options for gMG patients who have been previously overlooked in thSupport the show
CME credits: 0.50 Valid until: 29-10-2026 Claim your CME credit at https://reachmd.com/programs/cme/mechanism-driven-gmg-therapy-fcrn-antagonists-and-the-rise-of-precision-neurology/36277/ This Clinical Countdown addresses key challenges in diagnosing and managing generalized myasthenia gravis (gMG), with a focus on FcRn antagonists. Drs. Edmundson and Goyal review diagnostic challenges in gMG, along with the mechanism of FcRn blockade and how it compares to traditional therapies such as corticosteroids, IVIG, and plasma exchange. The discussion highlights pivotal phase 3 trials (ADAPT, MycarinG, and VIVACITY MG), evaluating differences in efficacy, dosing schedules, and administration routes for agents like efgartigimod, rozanolixizumab, and nipocalimab. Faculty discuss how data from these trials informs individualized treatment planning and facilitates shared decision-making. =
In this KE Report Company Update, we're joined by Craig Nicol, Founder and CEO of Graphene Manufacturing Group (TSX.V:GMG - OTCQX:GMGMF), for a detailed discussion on the company's recent developments - from patent milestones to global product rollout plans and revenue growth strategies. Key Discussion Highlights: Thermal XR Patent Approval (Australia): Craig explains the significance of GMG's newly granted patent for its Thermal-XR® graphene coating, which improves corrosion resistance and heat transfer in heat exchangers. This 20-year patent provides strong IP protection and is expected to pave the way for similar approvals in the U.S., Europe, and other regions. Expanding Global Reach: The company has launched its first multi-language, palletized product line for distributors, featuring G® Lubricant and Thermal XR®. With labeling in 16 languages, GMG is now positioned to sell across key international markets through an expanding distributor network. Go-to-Market Strategy: Craig outlines how GMG is focusing on scalable distribution - moving from bulk industrial customers to retail-ready formats that can reach global partners in the automotive, HVAC, and industrial maintenance sectors. These smaller, ready-to-ship packs will enable more consistent sales growth and global availability. Revenue Outlook: While fiscal 2025 revenue dipped slightly due to lumpy project sales, Craig emphasizes that upcoming palletized product distribution should drive more repeatable, diversified revenue streams. Upcoming Catalysts: Pending EPA approval for Thermal XR® in the U.S. Distributor rollout and initial palletized product orders Updates on Super-G and battery development progress Please keep the questions coming! Email me at Fleck@kereport.com. Click here to visit the GMG website to learn more about the Company. ------------ For more market commentary & interview summaries, subscribe to our Substacks: The KE Report: https://kereport.substack.com/ Shad's resource market commentary: https://excelsiorprosperity.substack.com/ Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.
Alexion recently launched the second film in its Rare Connections series, Rare Connections in gMG.Managing editor Jack O'Brien talks with Lucid Diagnostics' chief technology and compliance officer Dr. Brian deGuzman about the company's nationwide initiative to provide education and testing for esophageal precancer.He explains how the NFLPA factors into the effort, which launched in Cincinnati, and how it is expanding across the country to address the heightened risk these athletes have for developing esophageal pre-cancer.Check us out at: mmm-online.com Fast Break theme music: Mark Buergler - On The Run, Triple Scoop Music Step into the future of health media at the MM+M Media Summit on October 30th, 2025 live in NYC! Join top voices in pharma marketing for a full day of forward-thinking discussions on AI, streaming, retail media, and more. Explore the latest in omnichannel strategy, personalization, media trust, and data privacy—all under one roof. Don't wait—use promo code PODCAST for $100 off your individual ticket. Click here to register! AI Deciphered is back—live in New York City this November 13th.Join leaders from brands, agencies, and platforms for a future-focused conversation on how AI is transforming media, marketing, and the retail experience. Ready to future-proof your strategy? Secure your spot now at aidecipheredsummit.com. Use code POD at check out for $100 your ticket! Check us out at: mmm-online.com Follow us: YouTube: @MMM-onlineTikTok: @MMMnewsInstagram: @MMMnewsonlineTwitter/X: @MMMnewsLinkedIn: MM+M To read more of the most timely, balanced and original reporting in medical marketing, subscribe here.Music: “Deep Reflection” by DP and Triple Scoop Music.
In this KE Report company update, we welcome back Craig Nicol, Founder & CEO of Graphene Manufacturing Group, to answer a wide range of investor questions. Over the past month, GMG has seen strong shareholder interest around its multiple business divisions and the broader graphene market. Discussion highlights include: Graphene market trends - differentiation between GMG's product-focused approach and competitors focused on raw production. Business divisions update - Batteries, THERMAL-XR®, G® Lubricant, and growing services business. Production outlook - Progress on Gen 2 graphene unit, scalability, and supply for large OEM orders. Battery development - Upcoming data release on energy density and charge rates; collaboration with BIC and Rio Tinto. THERMAL-XR® - Transition to palletized distribution, EPA progress, and near-term revenue expectations. G® Lubricant - Sales ramp-up, customer feedback, and patent process. Corporate strategy - Uplisting plans to a U.S. exchange, government grant opportunities, and the rationale behind the recently upsized $8M bought deal financing. Keep sending in your questions for Craig Nicol - I'll continue bringing your topics directly to management in upcoming interviews. Email me at Fleck@kereport.com. Click here to visit the GMG website to learn more about the Company.
Alexion recently launched the second film in its Rare Connections series, Rare Connections in gMG.Managing editor Jack O'Brien talks with Christophe Hotermans, Alexion's head of global medical affairs, about the multimedia effort to raise the profile of gMG.For this week's MM+M Fast Break, Hotermans discusses the drugmaker's latest rare disease-focused film. Step into the future of health media at the MM+M Media Summit on October 30th, 2025 live in NYC! Join top voices in pharma marketing for a full day of forward-thinking discussions on AI, streaming, retail media, and more. Explore the latest in omnichannel strategy, personalization, media trust, and data privacy—all under one roof. Don't wait—use promo code PODCAST for $100 off your individual ticket. Click here to register! AI Deciphered is back—live in New York City this November 13th.Join leaders from brands, agencies, and platforms for a future-focused conversation on how AI is transforming media, marketing, and the retail experience. Ready to future-proof your strategy? Secure your spot now at aidecipheredsummit.com. Use code POD at check out for $100 your ticket! Check us out at: mmm-online.com Follow us: YouTube: @MMM-onlineTikTok: @MMMnewsInstagram: @MMMnewsonlineTwitter/X: @MMMnewsLinkedIn: MM+M To read more of the most timely, balanced and original reporting in medical marketing, subscribe here.Music: “Deep Reflection” by DP and Triple Scoop Music.
Should you be concerned by the jobs report? The July jobs report showed nonfarm payrolls grew by 73k, which missed the estimate of 100k. Unfortunately, the news got even worse as you dug into the report. The prior two months saw major negative revisions as June was revised from 147k to just 14k and May was revised from 125k to just 19k. This amounted to a total negative revision of 258k when looking at the two months combined. Another negative was job growth in the month of July was heavily reliant on health care & social assistance as the category added 73.3k jobs in the month. This means that this category essentially carried the report as the total jobs created in the month topped the full headline number. There were some other areas that saw growth with retail trade adding 15,700 jobs, leisure and hospitality adding 5k jobs, and construction adding 2k jobs. Unfortunately, there were more categories than normal that saw declines with information falling by 2k jobs, government was down 10k jobs, manufacturing declined by 11k jobs, and professional and business services declined by 14k jobs. While all this sounds negative, I still wouldn't panic over this report. The main reason is the unemployment rate remains historically low at 4.2% and layoffs have not materially increased. I would even make the claim that the unemployment rate is healthier than it appears. Of those that are unemployed, the average weeks unemployed now totals 24.1 and those that have been unemployed for more than 27 weeks jumped to 1.82 million, which is about one-quarter of all the unemployed. If you have been out of work more than 27 weeks, how hard have you really been looking or are some of those really just retired now? It seems we are in an environment where companies are keeping their employees and limiting new hires. With more clarity on the trade deals and tariffs now, that could help stabilize the labor market, but my main concern is are there enough qualified candidates to truly fuel job growth? A large problem we have discussed in the past is an aging population that has seen assets climb tremendously, which has enabled many near retirement age the luxury to retire. While I don't want to say this is a negative, the working age population or those between 25 & 54 remained near historical highs around 83%. One positive in the report I didn't discuss yet was the fact that wage inflation came in above expectations at 3.9%, which is nice considering the decline in inflation we have seen this year. While again I may sound negative on this report, I want to be clear that there is no reason to be overly concerned yet, I would be interested to see how the next few reports look before being worried about a potential recession in the near term. Job openings declined in the month of June The June Job Openings and Labor Turnover Survey, commonly referred to as the JOLTs report, showed job openings declined to 7.4 million, down 275,000 from the prior month. While this may sound problematic, it is important to remember this is still a historically healthy level for job openings and it comes against a back drop of a historically low unemployment rate. I have said this for many months, but I believe there is even further room for job openings to decline without there being a problem for the labor market. Taking that concept one step further, I would be quite surprised to see growth in job openings from here. The main reason for that is there just aren't enough people to fill those openings especially since it appears many companies are choosing to retain employees rather than look for new ones. I say this because layoffs continue to remain quite low. In the month of June, they totaled 1.6 million and really since 2021 they have maintained that level with the average monthly total since January 2021 standing around 1.57 million. If we look pre-covid, from December 2000 (when the data first started) to February 2020, layoffs averaged 1.91 million per month. Even though you will always hear news about various companies implementing layoffs, I believe we remain in a healthy labor market with good unemployment and low layoffs. This healthy labor market remains one of the key reasons for why I believe the economy will remain in a good spot for the foreseeable future. GDP came in stronger expected, another good sign for the economy! While Q2 gross domestic product, also known as GDP, jumped 3% and easily topped the estimate of 2.3%, the numbers were not as strong as the headlines indicate. With the tariffs having a large impact on trade and business inventories, this report is the opposite of Q1 when actual results were much better than the headlines showed. In Q1 companies were likely trying to get ahead of tariffs so they were trying to load up on inventory and import a lot more foreign goods than normal. This led to a 37.9% increase in imports during Q1 which subtracted 4.66% from the headline GDP number. In Q2 we saw a complete reversal as imports fell 30.3% and added 5.18% to the headline GDP number. The change in private inventories was also extremely volatile during these last two periods considering it added 2.59% to the headline number in Q1, but subtracted 3.17% from the headline number in Q2 as many businesses were likely working through excess inventory. I bring all this up not to say that the GDP report was bad and in fact it was still a good number, but rather to show the messiness in the numbers for the first two quarters. We should not see the type of volatility that we have seen in trade going forward as it normally has a small impact on the overall report. The main reason I see Q2 GDP as a good report is because the consumer, which is the main driver in the long-term, held up well. There was a small 1.1% increase in services spending and goods saw an increase of 2.2%. Considering we are primarily a service driven economy; I do worry the goods spending could have been further pull forward in demand as consumers try to get ahead of price increases from tariffs. This could have a negative impact on consumer spending going forward as they may not need to purchase as many goods. With many areas of the report normalizing as we exit the year, I'm still looking for GDP growth that would likely be in the 1-2% range. Should Banks be responsible when their customers get scammed? It's a sad thing to see someone in their 60s or 70s get scammed out of their life savings. Unfortunately, there are many online scams now and it appears they just keep growing. According to the FBI, in 2024 online scams totaled $16 billion, which was a 33% increase from 2023. A big question that people have been asking is should banks be the ones that are held responsible when it comes to preventing their customers from making poor investment decisions or losing money in online romance scams? Banks are already trying to prevent money laundering, terrorist financing and other types of fraud that is costly for the banks to maintain. Adding another oversight would be another expense for the banks, which could lead to costs elsewhere in the banking system to make up for those added expenses. From the consumer standpoint this could also lead to frustration when trying to get money for legitimate purposes as it could lead to longer review periods for certain transactions or if your account were to get flagged who knows how long it would take to get that resolved. As an example, let's say a teller sees the same person coming in taking out large sums of money on a regular basis, should the teller stop the activity? Again, if it was for legitimate purposes, wouldn't that be frustrating? What something like this would likely mean for banks is they would have to set up departments to review the situations of potential scams and take many hours to discuss with bank employees, the customer and maybe even family members why the withdrawals are taking place. No surprise here, but attorneys in some states have begun going after the banks saying it is their obligation to protect their clients' assets. There are laws that were passed in the 70s that requires banks to report suspicious money laundering activity and even required banks to screen for fraudulent activities and reimburse customers for stolen funds. However, it's limited to criminal impersonations of a customer to get unauthorized access to their accounts. This is different than many of the scams we are seeing today where the customers themselves are taking the money from their own account and sending it to the scammer. In my opinion, the best thing to do is educate people about these scams and if you have parents, be sure to have conversations with them about them before they happen. Financial Planning: The Secondary Benefits of Roth Accounts While the primary advantage of Roth accounts lies in their tax-free growth and withdrawals in retirement avoiding potentially higher tax rates, there are several powerful secondary benefits worth considering. First, Roth IRAs are not subject to Required Minimum Distributions (RMDs), which means retirees can keep their money growing tax-free for life. In contrast, traditional pre-tax retirement accounts force RMDs beginning at age 75, whether the funds are needed or not. These mandatory withdrawals must be taken as taxable income and cannot be reinvested into another tax-advantaged retirement account. The most similar alternative is a regular taxable brokerage account, where earnings such as interest, dividends, and capital gains are subject to annual taxation—ultimately reducing the net return over time. By avoiding RMDs, Roth accounts allow retirees to maintain greater control over their tax situation and preserve more wealth in a truly tax-advantaged environment. Second, Roth accounts are far more advantageous for heirs. While both Roth and pre-tax retirement accounts are now subject to the 10-year rule—requiring inherited accounts to be fully distributed within 10 years of the original owner's death—the tax treatment is vastly different. Pre-tax inherited accounts are fully taxable to beneficiaries, which can push heirs into higher tax brackets as they're forced to withdraw large sums over a relatively short period. In contrast, inherited Roth accounts allow for the same 10 years of tax-free growth, but the entire balance can be withdrawn tax-free at the end, providing greater flexibility and preserving more value. Third, for individuals whose estates exceed the federal estate tax threshold, Roth accounts offer superior after-tax value. Both Roth and pre-tax accounts are included in the taxable estate, but Roth funds retain their full value since they are not subject to income tax when withdrawn. These features make Roth accounts not just a retirement planning tool, but also a strategic asset for legacy and tax-efficient estate planning. Companies Discussed: Hasbro, Inc. (HAS), Chipotle Mexican Gill, Inc. (GMG) & Baker Hughes Company (BKR)
Get My Go Episode 95, titled *The Beaver Boys Are Back!*, the hosts—**Mike**, **Joe Feeney**, **Chad**, and **Hughesy**—revisit one of their favorite targets, **John Wangland**, and his podcast project, *Leave it to Beaver*. The episode primarily focuses on Wangland and his father, **Stan Wangland**, as they awkwardly attempt to podcast about the classic TV show *Leave it to Beaver*.Become a supporter of this podcast: https://www.spreaker.com/podcast/get-my-go--5166636/support.
CME in Minutes: Education in Rheumatology, Immunology, & Infectious Diseases
Please visit answersincme.com/ABT860 to participate, download slides and supporting materials, complete the post test, and obtain credit. In this activity, an expert in neurology discusses the clinical evidence for novel complement (C5) inhibitors in the treatment of generalized myasthenia gravis (gMG) and personalized multidisciplinary management strategies. Upon completion of this activity, participants should be better able to: Review the rationale for novel C5 inhibitors in the treatment of generalized myasthenia gravis (gMG); Describe the long-term clinical data of C5 inhibitors for the treatment of gMG; and Discuss strategies to personalize multidisciplinary management plans for patients with gMG.
This week Ronnie and Marc have risen from the dead where the full GMG crew are finally together to discuss life after podcasting, being a dad, Mines of Moria, worship ministry, Nintendo Switch 2, Lost TV Show on Netflix, Easter, Wrestlemania, and so much more! – http://linktree.com/thegmgpod – All of our links can be found on the LinkTree link including our audio podcast (Apple, Spotify, etc.), YouTube, Twitch streaming channels, Discord, Patreon, GMG Merchandise, Twitter, Facebook, Instagram, and E-Mail. – Listen as Lucas, Patrick, and Ryan talk about video games, TV, movies, sports, Jesus, but most importantly, life...the greatest and most difficult game of all. And you shouldn't go at it alone, so we are gonna do it with you on this fine morning.