Podcasts about GMG

The ASX 200 cratered another 252 points to 8599 (2.9%), as buyers stepped in as the afternoon wore on. Well off lows, but unconvincing. Oil prices in Asia soared with regional markets falling hard. Across the board losses led by BHP down 5.1% and RIO off 3.8%. Gold miners sold down despite bullion holding up relatively well. NST down 6.2% and EVN off 5.9% with WGX falling 5.7%. Lithium stocks under siege, PLS down 6.7% and MIN off 1.6%. Copper stocks walloped, SFR down 8.2% and other base metal stocks falling. BSL dropped 4.4%. Oil and gas stocks better, but not racing away. WDS up 2.0% and STO up 2.4% with coal stocks better. Uranium stocks dropped, PDN down 7.9% and BOE falling 6.5%. Banks were hit too but off lows, ANZ dropped 2.3% with CBA down 1.8% and the Big Bank Basket falling to $292.41 (-1.9%). MQG fell 2.4% (off lows) with insurers and other financials easier. XYZ fell 4.5% and HUB down 5.4%. REITs fell, GMG off 2.0% and SCG down 3.6%. Industrials were also hit in the Monday flush. BXB down 4.8%, QAN fell 4.5% on higher jet fuel prices, TLS eased 1.3% and healthcare stocks dropped. CSL down 2.8% and RMD off 3.2%. Tech stocks back under pressure again, XRO down 4.8% and TNE off 3.7%. The All-Tech Index fell 3.7%.In corporate news, DNL fell 9.7% on the sale of its fertiliser business. DGT fell 7.4% as its CEO stepped back for a time. PME fell 0.9% despite a renewal of a $40m contract. NAN gained 3.8% on FDA clearance for an expanded range of indications.In economic news, nothing on the local front. 10-year yields jumped to 4.94%. Asian market flushed, Japan down 6.8% (Nikkei), Topix down 4.5%, HK down 2.4% and China down 0.9%. Korea KOSPI down 8.8%.US Futures down. DJ down 831. Nasdaq down 480.Marcus Today – Daily Market InsightsMarcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise.If you'd like to go further:Start a free 14-day trial of Marcus Today http://bit.ly/mt-trial-podcastJoin Marcus Today Use code MTPODCAST for 10% off http://bit.ly/mt-join-podcast-offerMT20 – Managed ETF Portfolio A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing. http://bit.ly/mt20-podcastPrinciples – How We Think About Investing A short video series on timing, behaviour, and decision-making. No stock tips. http://bit.ly/mt-principles-podcast—Disclaimer This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.

In this episode, we are joined by Craig Nicol, Founder and CEO of Graphene Manufacturing Group (GMG). Craig provides a comprehensive update on the company's transition from development to commercial scale, highlighting the recent update on the Gen 2.0 Graphene Manufacturing Technology plant. Craig also discusses the expansion of their global sales team, and the real-world performance testing of their flagship products. Key Discussion Points: The Gen2 Production Leap: Craig explains how the new facility will increase capacity to 10 tons of graphene per annum using the same natural gas input as current operations. High-Performance Partnerships: A look into the collaboration with Tickford Racing, where GMG's G® Lubricant and THERMAL-XR® are being put to the ultimate test in the Australian Supercars series. Commercial Revenue & Sales Strategy: With over 15 sales professionals now active globally, the company is focused on converting a growing pipeline of test orders into major commercial contracts. Thermal-XR & Data Center Opportunities: An update on the EPA approval process in the U.S. and the massive potential for graphene coatings to reduce energy consumption in data centers. Graphene Aluminum-Ion Batteries: Craig explains the competitive edge of GMG's battery technology vs solid-state batteries.   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 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.

In this exclusive episode of the North Texas Eagle Podcast, host JD Davis sits down with the 21st head coach in Mean Green football history, Neal Brown. Fresh off his December 2025 hiring and after a transformative year as special assistant at Texas, Coach Brown shares his vision for rebuilding North Texas into a consistent contender in the American Athletic Conference.Hear Brown's insights on: Embracing "blind trust" in his staff and the transfer portal to reshape the roster Lessons learned from his successful run at Troy, his time at West Virginia, and his "halftime" with the Longhorns Recruiting Texas talent, building culture in Denton, and maximizing UNT's unique position in modern college football Early portal wins, high school signees, and expectations for the 2026 season and beyond From offensive philosophy to program momentum after the Mean Green's strong 2025 campaign, this candid conversation covers all things Mean Green football. Whether you're a lifelong UNT fan or new to the #GMG family, don't miss Coach Brown's first in-depth interview with North Texas Eagle. Learn more about your ad choices. Visit megaphone.fm/adchoices

Der Ölpreis steigt, der Gaspreis explodiert. Der Iran-Krieg ist ein weiterer Grund, sich ernsthaft mit einer Wärmepumpe auseinanderzusetzen. Ein anderer ist das Gebäudemodernisierungsgesetz (GMG) von Union und SPD. Der Entwurf enthält zwei Ansätze, die das Heizen mit Öl und Gas teurer machen würden als das bisherige Heizungsgesetz: Biotreppe und Grüngasquote. Wirtschaftsinstitute und auch die Bundesregierung selbst warnen vor Mehrkosten von bis zu 700 Euro im Jahr. "Uns bereiten die Pläne wenig Bauchschmerzen", sagt Kerstin Stratmann vom Fachverband Gebäudeenergie selbstbewusst im Podcast. Ihr zufolge hat die Wärmepumpe Heizungsbauer, Handwerk und auch Immobilienwirtschaft bereits von sich überzeugt. "Sie ist die beste und wirtschaftlichste Lösung. Daran wird die Abschaffung des Heizungsgesetzes nichts ändern." Gast: Kerstin Stratmann, Geschäftsführerin ZVEI-Fachverband Gebäudeenergie Moderation: Clara Pfeffer und Christian Herrmann Wir freuen uns über Feedback und Zuschriften: klimalabor@ntv.de Ihr möchtet uns unterstützen? Dann bewertet das "Klima-Labor" bei Apple Podcasts oder Spotify Das Interview als Text? Einfach hier klicken. Dieser Podcast wird vermarktet von Julep Media: sales@julep.de

The ASX 200 limped around most of the day closing up 39 points to 8940 (0.4%) with a conviction less rally. Banks found their feet with CBA up 0.4% and the Big Bank Basket up to $299.13 (+0.5%). MQG had a rare good day up 3.8% with insurers and other financials better, ZIP rose 9.9%. REITs were mixed, GMG up 2.4% and SCG off 0.5%. In industrials, WES continue to flop, down another 0.7%. Retail was flat, Healthcare better led by CSL up 2.5% and RMD up 0.8%. Tech had a good day too. WTC up 7.1% and XRO up 4.3% with the All-Tech Index up 3.4%. Resources were a hodge-podge. Gold miners slid again with small across the board losses, EVN down 2.1% and NST down 1.9%. Iron ore majors were mixed, BHP down 1.0% and RIO up 1.2%. Lithium stocks better, higher oil prices push many towards electrification. PLS up 1.5% and LTR rising 2.3%. Copper stocks not doing much. Uranium stocks were better, PDN up 2.2% and NXG rising 3.2%. Both VEA and ALD had solid days on petrol price rises. WDS eased 1.0% and STO up 1.0%. Coal stocks were bid up, WHC up 4.3% but NHC down 1.8%.In corporate news, SGR unchanged as the Court ruled that ASIC failed to prove its case. TLC down 0.7% after bringing in a new operating model. On the economic front, China held its Congress with new targets. Iron ore rose as China renewed a pledge to tackle overcapacity and locally household spending was slightly subdued. Annual growth came in at 4.6%.Asian markets bounce back. Japan up 2.1%, HK up 0.8% and China up 1.3%. Korea up close to 11%!10-year yields jump to 4.79%US Futures down DJ off 132pts and Nasdaq down 35—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 124 points to 9077 (1.3%) as events in the Middle East started to catch up. Comments from Michele Bullock on rate rises didn't help sentiment. Although the RBA is as in the dark as the rest of us in terms of implications. Across the board losses as resources saw profit taking, BHP fell 2.6% and RIO dropped 2.4%. Gold miners eased back after gains yesterday, leverage again being unwound. EVN down 4.5% and NEM off 2.0%. Rare earths and lithium fell hard, PLS dropped 6.8% and MIN off 6.1%. Oil and gas firmed, but not getting carried away. WDS up 0.8% and KAR up another 1.7%. Uranium stocks firmed too, PDN up 0.4% and coal better, WHC up 3.2% as coal prices spiked. Banks eased back slightly with the Big Bank Basket up modestly to $302.82 (+0.2%). MQG dropped 1.7% but MFG soared 21.9% on the Barrenjoey deal and placement. Insurers slipped but REITs hit hard as bond yields rose. GMG down 2.4% and CHC off 2.2%. Healthcare stocks fell led by CSL down 1.4% and FPH down 1.5%. WES dipped 3.6% with retail stocks falling hard on rate rise fears plus higher petrol prices. JBH down 3.2% and APE fell 5.6%. Travel stocks remain on the nose, FLT down 1.8% and WEB falling 2.0%. Tech held up relatively well, WTC off only 2.3% and XRO down 1.4% with the All-Tech Index down 2.3%.In corporate news, TWE fell 1.7% despite the French billionaire increasing his stake. CSC fell 8.1% despite record revenue and EBITDA failing to meet expectations. 360 ditched despite a maiden annual profit. NEU sold down 8.8% on news Acadia has requested a re-examination of EU ruling.On the economic front, consumer confidence fell 3.1pts last week.Asian markets weaker, Japan fell 2.7%, HK off 0.1% and China up 0.2%. South Korea down 5.7%. It had a holiday yesterday!10-year yields jump to 4.76%US Futures down DJ off 317 pts and Nasdaq down 275.—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.

Another day, another record high as the ASX 200 rose 47 points to 9174 (0.5%). Banks missed the memo today, the Big Bank Basket fell to $309.01 (-0.5%) with ANZ a winner. MQG too rallied a little, up 1.2% and other financials also rallied, AMP up 3.9% and ZIP rallying another 5.4%. GQG also had a better day up 2.3% with PPT up 8.3% on results. Insurers flat. REITs better, GMG up 1.2% and SCG rising 1.9%. Industrials were better with the healthcare sector rising, CSL up 0.6% and COH rising 0.9%. Tech stocks were back in vogue, WTC jumped another 2.6% with XRO up 8.6% and the All-Tech Index flying 3.8% higher. REA and CAR also caught the optimism. WOW and COL pushed ahead, Agri stocks were also firm following RIC results. ELD up 2.8% and A2M up 1.4%.In resources, BHP hitting fresh records, up 2.2% with RIO playing catch up rallying 3.7%. FMG fell slightly. Gold miners took a breather with lithium stocks roaring on moves from Zimbabwe to limit exports of critical metals. PLS rallied another 8.3% to record highs, MIN up 4.0% and LTR dropping 8.6% on a large block trade indigestion. BSL dropped 2.3% as the board rejected the SGH bid. Energy stocks eased, WDS down 1.1% and PDN fell 4.2% with DYL off 4.4%.In corporate news, QAN fell on a weaker outlook, LYC rose 1.2% on better than expected results, NEU jumped 5.7% on DAYBUE sales numbers, WOR stumbled 10.2% on worse than expected results. DRO rallied 8.9% on some new orders out of Europe and SUL jumped 8.4% on better numbers. CTT went flat on results falling 25.6%.On the economic front, Private new capital expenditure (capex) rose 0.4% in the December quarter.  Asian markets came back online with Japan up 0.9%. China down 0.2% and HK down 0.4%.10-year yields steady at 4.70%US Futures slightly weaker despite Nvidia results beating forecasts. DJ down 0.2% Nasdaq down 0.3%.—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.

2024 trat das umstrittene Gebäudeenergiegesetz (GEG) in Kraft – mit der 65%-Pflicht für erneuerbare Energien bei neuen Heizungen und dem Ziel der Klimaneutralität bis 2045. Die Folge: massive Verunsicherung im Immobilienmarkt, Rückgänge im Neubau und ein Vertrauensverlust bei Eigentümern und Investoren. Jetzt kommt die politische Wende. Die neue schwarz-rote Bundesregierung unter Friedrich Merz schafft das GEG ab – und ersetzt es durch das Gebäudemodernisierungsgesetz (GMG). Doch was bedeutet das konkret für dich als Eigentümer oder Investor? In dieser Folge erfährst du: Warum die 65%-EE-Pflicht entfällt – und was Technologieoffenheit jetzt wirklich heißt Weshalb Öl- und Gasheizungen weiterhin erlaubt bleiben Welche Klimakomponente ab 2029 verpflichtend wird (Beimischung von Biomethan, synthetischem Methan, Wasserstoff etc.) Warum die Beratungspflicht beim Heizungstausch wegfällt Welche Förderprogramme bis mindestens 2029 bestehen bleiben Wie sich das neue Gesetz auf Mieten (8%-Modernisierungsumlage) und Nebenkosten auswirkt Warum das neue Regelwerk mehr Planungssicherheit bringen könnte – trotz weiterhin geltender EU-Vorgaben Ist das GMG eine echte Entlastung für Eigentümer? Oder nur eine politische Kurskorrektur mit langfristiger Klimastrategie im Hintergrund? Wir ordnen das neue Gesetz strategisch ein – aus Sicht von Investoren, Projektentwicklern und Bestandshaltern.

Was bedeutet das neue Gebäudemodernisierungsgesetz?In dieser Folge sprechen Timo Kannegießer und Patrick Stümpfle über ein brandaktuelles Thema, das die SHK-Branche seit Jahren bewegt:Das sogenannte „Heizungsgesetz“ soll in seiner bisherigen Form fallen – stattdessen kommt das neue Gebäudemodernisierungsgesetz (GMG).Doch was ändert sich wirklich?Und was bedeutet das konkret für Eigentümer, Mieter und das SHK-Handwerk?Ursprung: Gebäudeenergiegesetz (GEG) seit 2020Novellierung 2023 → bekannt als „Heizungsgesetz“Zentrale Punkte der Novelle:65 %-Regel für erneuerbare Energien bei neuen HeizungenVorgaben zu Technologiearten30-Jahre-Austauschpflicht für alte KonstanttemperaturkesselMindestanforderungen & NachweispflichtenStark diskutierte BürokratieGeplant ist:❌ Wegfall der 65 %-Regel❌ Streichung einzelner Paragraphen (u. a. §71 & §72 GEG)❌ Wegfall der 30-Jahre-Austauschpflicht❌ Reduzierung von Nachweis- und Bürokratiepflichten✅ Mehr Technologieoffenheit✅ Mehr Eigenverantwortung für Eigentümer✅ Förderungen sollen bis 2029 bestehen bleibenGrundsätzlich ja – aber mit Einschränkungen:Gas- und Ölheizungen bleiben möglichAb 2029: schrittweise verpflichtender Anteil klimaneutraler Brennstoffe10 % klimaneutraler Anteilbis 2040/45 → 100 % klimaneutral geplantCO₂-Bepreisung bleibt bestehenWichtig:Nicht der Heizkessel wird „grün“, sondern der Energieträger, der hindurchfließt.

Um das "Heizungsgesetz" der Ampel gab es viel Streit. Die Koalition unter Kanzler Merz (CDU) beschloss nun Eckpunkte eines neuen "Gebäudemodernisierungsgesetzes". Ein guter Kompromiss, kommentiert Lissy Kaufmann - Anne-Katrin Mellmann sieht das anders. Von Lissy Kaufmann / Anne-Katrin Mellmann.

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/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/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/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

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 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.

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.

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.

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.

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.