Podcasts about PDN

The ASX 200 wilted slightly from 8400, to close up only 46 points at 8344, touching a 3-month high. Today, it was all about resources as BHP, RIO, and FMG rallied. The gold sector, too, was back in demand, with GMD up 4.4% and NEM rising 3.6% after a bruising week. LYC bounced too much 2.7% with LTR continuing to find friends and shorts covering. Up another 3.2%. In oil and gas, WDS unchanged and STO rose 0.5%, with uranium stocks giving back some recent gains, PDN down 8.0%, and BOE off 7.2%. Banks took a breather with NAB pushing higher again, CBA off slightly, and MQG fell 1.5% with IAG down 2.8%. The Big Bank Basket $267.18 (+0.1%) Financials were stronger, PNI up 2.8% and IFL rising 1.2%.  ZIP is up another 2.4%. REITs also benefitted from lower yields and pushed higher, GMG up 2.9% and SCG rising 2.5%.  Healthcare was better as CSL rose 1.4% with industrials a slight green tinge. TCL is up 0.9%, and QAN is doing well, Retail is, too, ahead of RBA next week. Tech slipped, XRO was down 1.1%, and WTC was off 2.2%. The All-Tech Index is down 0.1%. In corporate news, APX jumped 18.7% on an update at the AGM, NWH shrugged off Valhalla news, and DXS went down 1.1% after APAC moved on breach of contracts.  Nothing locally on the economic front, Japanese GDP fell slightly, and China and HK went down 0.6%. 10-year yields down to 4.45%.Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

Another solid day with the ASX 200 up 27 points to 8178 (+0.3%). NAB (+1.6%) results helped, but the news of Bessent heading for a Swiss showdown with Chinese counterparties on trade, popped US futures higher and commodity stocks were back on. China also cut rates.  BHP up 0.9% with RIO up 0.6%. Gold miners were solid on bullion's rise, SPR up 0.9%, and VAU doing better, up 3.3%. NST fell 2.6% though with WGX up 2.9%. Lithium stocks better, LTR up 7.8% on WA loans, PLS rallied 4.8% and MIN up 2.6%. LYC slipped as US/China relations improved. Oil and gas stocks also bounced. WDS up 1.7% and STO up 2.0%. Uranium stocks were once again in demand as shorts continue to cover, BOE updated the market and ran hard, up 12.4%. PDN up 4.4%. Banks stalled with the Big Bank Basket flat at $263.60. NAB (+1.6%) the standout and CBA (-0.5%) the problem child. Other financials doing well. MQG rose 0.9% despite news from ASIC on serious breaches. ASX up 2.5% and PNI up 4.3%. ZIP presented at the Macquarie conference and rose 13.0%. Industrials were mixed, CSL fell 3.0% with TLX down too but RMD up 0.9%. REITs were positive. Tech slipped, XRO down 0.3% and WTC off 0.4%. The index slipping 0.2%. Retail recovered from early JBH losses, PMV up 2.6% and TPW on an update rose 8.0%.In corporate news, no real bad news from Macquarie Conference. NXL slammed 16.0% on an uncertain update, KLS ran hard, up 18.3%, on a positive briefing. On the economic front, all eyes on the Fed and China stimulated again with more rate cuts. Asian markets slightly positive. Japan up 0.5%. 10-year yields steady at 4.29%. Dow futures up 0.5%, NASDAQ futures up 0.6%.Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

The ASX 200 kicked another 93 points higher to 8238 (1.1%) as China appears to often its tactics. A big kick in US futures on the news helped. Banks led the way higher for a change. The Big Bank Basket up to $269.96 (+1.6%) ahead of the results kicking off next week. CBA up 1.4% and WBC playing some catch-up up rising 1.9%. MQG finally joined in, and other financials did ok with the exception of XYZ, which cratered 26.7% on a downgrade and disappointing earnings. REITs continued higher led by GMG up 1.4% and SCG up 0.6%. Industrials continued to find strength, WOW up 2.3% and COL up 2.1% with WES up 1.2%. Retail took a breather, but tech was mixed with WTC looking at a potential US acquisition up 0.7%. The All-Tech Index down 0.9% as CPU weighs. Off 4.1%. Travel stocks sold down after CTD issued a warning, off 10.0% dragging WEB down 4.2%. Resources initially languished buy bucked up as China news came through, BHP up 0.7% and FMG rallying 1.1%. Gold miners also picked up with news that GOR had gone into a halt pending a takeover offer potentially, NST finding a base up 0.7% and EVN up 2.9% on copper rallies too. MIN rallied 0.8% with LYC under a little pressure still on Ukraine moves and China holding a olive branch. Oil and gas better, WDS up 2.0% ahead of OPEC+ meeting Monday, uranium stocks continue to push ahead as shorts cover, PDN up 2.8% and BOE up 5.3%. In corporate news, CSC jumped 2.8% on record revenues. On the economic front, retail trade rose 0.3% MoM. Asian markets rose, Japan up 1.2%, HK up 1.6% and China closed for a holiday. 10-year yields steady at 4.22%Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

The ASX 200 kicked off May with a 19-point gain to 8146. Some Asian markets closed today as are some European markets. US futures showing a very positive session, given the results from Meta and Microsoft. Banks held firm with CBA up 0.4% and the Big Bank Basket flat at $265.81 (0.2%). Other financials did ok too, PTM rose 11.4% as Kerr Neilsen sold out to LSF. Merger talks are on. HUB rose 2.3% and PNI up 0.9%. MQG continue to miss out closing down 0.3%. REITs were positive, with a focus on data centres, given the Azure results from Microsoft. GMG up 3.4% and DGT up 6.3%. Industrials also in favour, WTC rallied 6.6% and XRO up 3.2% as tech found big buyers. REA up 0.4% and retail stocks continuing to find buyers. JBH up 0.8% and BAP up 2.4% with travel stocks better too. WOW and COL better too as results cheer.  Resources were in a world of pain. LYC fell 3.4% on possible moves from China, iron ore stocks dropped, BHP down 0.9% and PLS under pressure. Gold miners were mixed, NST fell another 0.8% with EVN off 1.3% as copper rallied after a sobering day yesterday. OBM bounced 3.0% and SPR rose 2.0%. Uranium stocks back in demand after a day's rest. DYL up % with BOE up % and PDN up %. Oil and gas stocks fell, WDS down 2.6%. In corporate news, PTM was a focus with JDO chopped down to size on an update. DXB rose 41.9% on a good licensing deal. In economic news, the BoJ kept rates unchanged. Asian markets were disrupted by holidays in China. Japan up 1.1%. 10-year yields at 4.19%.Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you.If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

The ASX 200 closed up 74 to 8071 in another strong day pushing to a two-month high. Up 0.9%. All sectors firing, the banks did well with NAB up % and WBC up % as the Big Bank Basket crept to $261.14 (0.4%). Financials also in demand, PNI up 2.3% PPT up 3.1% and MQG up 0.8%. AMP continues to push higher, up another 3.6%. Insurers and REITS firmed, GMG up 1.6% and SCG rising 0.9% with SUN better by 0.7%. Industrials better across the board, BXB bounced back 1.5% with CPU up 1.9% and ORG rising 3.2%. Retail stocks also in demand again, JBH up % and TPW rising %. Travel stocks also better, CTD up 4.3% leading the pack. Healthcare pushed back up too, PME up 2.7% and TLX recovering a little. In resources, iron ore miners gained with FMG quarterly and a broker upgrade helping it rise 5.8% with S32 up 2.6%. The gold sector recovered some of its recent losses with GMD up 5.1% and BGL rising 4.0%. NST quarterly disappointed on production guidance and fell 4.7%. Heavily shorted resource company also squeezed a lot higher, MIN up 13.2% after its quarterly, uranium stocks continue to power ahead, PDN up 8.5% with BOE up 14.3%. Lithium plays also in demand, LTR up 5.6%.  WDS rallied 1.5% on its big US LNG project FID. In corporate news, EDV got a new CEO, WHC rose on quarterly production report, AIA fell as it announced it would delay a second runway. Nothing on the economic front. Asian market better, Japan up 0.4%, China down 0.1% and HK up 0.1%. 10-year yields 4.19%.Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you.If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

A strong finish to a short week as the ASX 200 closed up 48 points to 7968 (0.6%). For the week we are up another 1.9%. A solid performance from the banks again with NAB up % and WBC rising %. The Big Bank Basket rose to $260.77 (+0.75%). MQG up another 1.2% as brokers upgraded post the Nomura deal. Fund managers picked up too, PNI up 2.6% and MFG rising 1.2%., GDG failed to touch the wall with its business update falling 14.9%. AMP feeling some love from brokers up 2.5%. ZIP also doing well as shorts covered. REITs better as an RBA rate cut beckons. At least according to WBC. Industrials relatively flat, tech better, WTC up 2.5% and the All-Tech Index up 0.6%. Healthcare saw gains with RMD doing well up 8.5% as it believes it is exempt from tariffs. The action again was in resources, BHP up 0.9% and FMG up 1.0%. Gold miners bounced back as bullion bounced and panic subsided. NEM quarterly helped and were up 3.5%, RRL up 4.1% with NST bouncing slightly. Shorts were being covered in uranium stocks again, PDN roaring ahead, up 12.1%, MIN up 5.9% and ILU up 2.4%. In corporate news, plenty of quarterlies dropping. PWH fell 5.7% as the CEO and founder is stepping back for medical leave. JHX is getting attention from Jim Chalmers on its move to redomicile without shareholder approval. On the economic front, WBC's economist Luci Ellis says a 25bps cut in May is now on the cards. Asian market mostly better. 10-year yields at 4.24%.Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you.If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

The ASX 200 was a mirror of yesterday with CBA and gold miners down today and the rest of the market up. The index closed up 104 points at 7920(1.3%). In the banks, CBA fell 2.5% with NAB the standout up 3.2% with the Big Bank Basket down to $258.77 (-0.8%). MQG leapt 5.3% with other financials back in demand, PNI up 6.0% and GQG up 7.1%. REITs also doing well with GMG rallying 3.0% and VCX up 2.7%. Industrials firmed across the board, WES up 1.8%, ALL rising 4.4% and SGH up 3.2%. Healthcare stocks also saw gain, TLX up 12.5% on a sales update. Tech stocks better, WTC put in 5.5% with XRO up 2.9% and the All-Tech Index up 3.5%. Resources were generally firm, BHP up 3.3% with FMG rallying 2.7%, LYC fell 7.6% on possible Chinese de-escalation, gold miners too saw some profit taking across the board, with NST down 9.6% and EVN falling 10.9% as NEM dropped 7.0%. Uranium stocks had a lovely day out, PDN reassured the markets with a production update, up 24.6%, and Spott has been buying the sector; DYL is up 12.0% with oil and gas stocks also doing well, STO is up 6.1% with WDS putting on 3.6%. On the corporate front, IFL revealed FUM and rallied 4.5% with CTT falling 24.4% on reporting weak demand in US on tariff uncertainty. On the economic front, new business activity in Australia's private sector rose at the fastest pace in three years. Asian markets firmed with Japan up 1.9%, HK up 2.2% and China up 0.3%. 10-year yields eased slightly to 4.26%.Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you.If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

The ASX 200 shook off early losses as banks pushed ahead. The index closed down 2 points at 7800 (0.03%), with CBA hitting a record high! Up 4.2% The strength here has masked underlying index weakness.  Other banks trailed in its wake with the Big Bank Basket up to $260.87 (+2.5%). Other financials were mixed, GQG up 2.9% with CGF also doing well, IFL dropped 4.3% on a broker downgrade, PNI fell 2.4% and XYZ off 5.5%. REITs also fell hard, GMG down 1.6% and CHC falling 1.2%. Industrials also fell with tech under serious pressure, WTC down 2.4% and the Index down 2.0%. Retail fell too, LOV off 1.6% and APE down 1.6%. Travel stocks fell, FLT off 4.1% and CTD falling 2.9%. In resources, gold miners were the stars again, NST up 3.0% and EVN pushing 4.9% ahead as copper hit a two-week high. GMD up 1.4% and OBM rose 3.0%. Lithium miners fell as CATL is pushing ahead with sodium-ion technology. Uranium stocks trounced as DYL paused its Namibian operations, falling 8.2% and PDN down 12.5%. Iron ore miners steady, despite the fall in iron ore in Singapore. In corporate news, MQG rose 0.6% as it sold is asset management business to Nomura. BGL fell 7.1% after more detail on its hedge book emerged. ILU and REE joined forces to bid for a Kenyan Rare earth project. Nothing on the economic front. Asian markets were better than expected with 10-year yields at 4.23%.Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you.If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

Dive into the cutting-edge world of high-current power distribution networks with Ben Dannan, founder of Signal Edge Solutions and DesignCon's Engineer of the Year. Ben shares invaluable insights on designing, modeling, and validating 2,000 amp power supplies for data center applications, exploring the challenges of current density requirements exceeding 100 amps per square centimeter, and the industry debate between vertical versus horizontal power delivery approaches.   Learn how package design, embedded capacitance solutions, and accurate modeling are revolutionizing power integrity for today's demanding AI processors and data center ASICs. Ben also reveals his upcoming measurement-based model library that promises to transform large-signal simulation capabilities for PDN design.  

A good end to the week as the ASX 200 rose 60 points to 7808 (0.8%), breaking through as SPI expiry boosted volumes. Positive US futures helping the Easter Bunny remain positive., For the week the ASX 200 is up 2.3%. Today was all about gold and resources, BHP up 1.1% and RIO up 2.9% doing well on broker reactions to production reports. Gold miners better, but looking a little tired short term, EVN up 1.7% and NST up 1.2% with VAU up 3.2%. Lithium saw some gains, PLS up 4.4% and MIN up 2.4% with LTR up 3.9%. ILU doing well on the rare earths play, up 5.6%. Oil and gas stocks rose, WDS up 3.9% with STO up 2.9% with KAR rising 7.6% on Q1 report. Uranium stocks gaining, as shorts covered, PDN up 4.1% and BOE up 4.0%. Banks were solid, the Big Bank Basket up to $254.43 (+0.7%). Financials were better with CGF rising 10.2% on a 3Q update. IFL rose 3.3% as DD was extended another 4 weeks to both bidders. REITs better as rate fell, 10-year yields dropping to 4.28%. Industrials firmed, with CPU up 1.0%, REA up 0.9% and JHX rallying 2.3% on news big investors are lobbying the ASX to scrutinise the takeover. In corporate news, AMP rallied 3.2% after an increase in net cash flows, BHP shipped weaker-than-expected volume of Australian iron ore over the past three months. PLS blamed the cyclone for a production drop, up 4.4%. WTC fell 2.2% as ASIC looking at White's trades. On the economic front, we got jobs numbers, 4.1% with 32k new jobs slightly below forecasts. Asian Japan up 0.8%, HK up 1.3% and China off 0.2%. Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you.If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

ASX 200 gives up gains to close down 3 points at 7759 as US futures turn down on Nvidia news. Banks as usual a safe place to be, the Big Bank Basket up to $252.55 (1.0%). WBC up 1.5% and MQG unchanged. Financials mixed, ZIP rising 16.2% on a very positive update and upgrades. REITS firmed with SCG up 1.2% and VCX up 0.5% whilst GMG fell 0.5%. Industrials were weaker, SGH down 1.5%, GYG fell 3.5% and FLT off 2.3%. Retail stocks eased back, LOV down 2.5% and AX1 off 6.3%. Tech fell, the All-Tech Index dropped 0.6% as WTC announced Richard White had a new role. Same as the old role really. XRO fell 1.2%. Resources were slipping again, iron ore miners fell, BHP down 1.2% with RIO off 2.7% and FMG falling 2.4%, Gold miners soared as quarterlies are pointing to the cash piling up, GMD up 8.4% and EVN kicking 1.3% higher again. Energy stocks under pressure, WDS down 2.3% and WHC falling 7.4% with uranium stocks once again on the nose, the fallout continues, PDN down 4.6% and BOE off 4.6%. In corporate news, BOQ up 5.5% on higher margins, SGR trading again unchanged as the rescue plan continues to play out. KAR up 1.6% after raising expenditure guidance. In economic news, Chinese GDP beat estimates. Locally building activity fell, the total number of dwelling units commenced fell 4.4% to 41,911 dwellings. Asian markets under pressure, Japan down 1.3%, HK off 2.3% and China off 0.7%. 10-year yields rose to 4.34%.Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you.If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

The ASX 200 finished down 63 points to 7647 after rallying through the day to close on its highs. European futures expected to open slightly higher. For the week the ASX 200 is down 20 points! Banks slipped slightly with the Big Bank Basket down to $244.92 (-0.6%). MQG slid 0.8% and insurers also turned down, QBE down 0.6% and SUN off 1.5%. PNI continued to fall with GQG up 1.5% and ASX up 2.2%. REITs pulled back, GMG down 1.3% and SCG off 2.6%. Industrials were mixed, WES up 2.0% and TLS a star still up 1.1% with WOW and COL slightly former.  Tech eased. WTC down 1.2% and XRO off 0.7%. The All-Tech Index down 1.2%. Resources were easier, BHP off 1.6% with RIO down 1.2%. MIN down 2.0% despite a broker upgrade, gold miners were on fire. NST up 5.5%, EVN up 7.8% and NEM up 5.4%. Bullion pushing higher yet again. JHX resumed its fall down 3.5% with ORI down 3.8%. Oil and gas slipped, WDS down 2.1% and STX off 5.9% with the uranium stocks back under slight pressure again. PDN down 3.0% and BOE flat. Not much on the corporate or the economic front today. Asian markets were mixed, Chinese market seeing support from authorities. Japan down 3.2% with China up 0.5% HK up 1.9%. 10-year yields jumped to 4.39%Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you.If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

The ASX best day in five years up 335 points to 7710 although off early opening highs. Remarkably stable after the initial surge and fall back. Waiting for more information perhaps. Resources were the big winners today, BHP up 5.4% and RIO and FMG a similar rise, shorts getting hurt in MIN up 18.1% and S32 rising 9.5% with the gold miners also very positive. In AUD terms bullion fell but NEM up 4.0% and NST rising 5.1%. Lithium stocks recovered as shorts covered positions, LTR up 15.1% and PLS rising 12.7%. BSL rallied 8.0% and even JHX up 12.0%. Oil and gas showed strength as crude rallied, WDS up 4.7% and STO gaining 4.1%. Uranium stocks were back in fashion, no fall out today, PDN up 17.4% and DYL rallying a dizzying 15.9%. Banks were firm too although off early highs, CBA up 3.6% and WBC gaining 4.9% with MQG up 5.5%. Insurers and financials were very positive, GQG up 3.4% and XYZ rising 13.3% with ZIP rallying 20.7%. QBE up 4.4% and MPL rising 3.7%. Healthcare stocks were better, CSL recovered 3.5% and PME gained 8.4%. Across the board gains in industrials, WES up 2.6% and GMG rising 6.6%. Tech in demand, WTC rallied another 8.0% with XRO up 6.2% and the All -Tech Index up 6.8%. Retailers did well, JBH up 6.6% and travel stocks in demand. In corporate news, QUB got ACCC approvals, ABB rose 4.9% after announcing plans to expand its mobile network. Nothing on the economic front locally. Deutsche pulled back its call for an emergency 50bps rate cut and in Asia, China saw more evidence of deflation and a weakening yuan. Asian market burst higher, Japan up 8.3% with HK up 2.6% and China up 1.3%. 10-year yields slid to 4.33%.Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

The ASX 200 fell another 135 points to 7375 (-1.8%). At one point the market rallied to a drop of only 75 points as banks found defensive buyers. Resources were the point of pain as commodities fell on global growth and Chinese economic output. BHP fell 3.5% and FMG crashed 4.2% with LYC bucking the trend rising 2.0% as gold miners held relatively steady with bullion pushing higher. MIN fell 12.1% with PLS off 8.4% as NIC fell 14.1%. BSL continues to suffer, down 3.7%. Oil and gas stocks, dropped hard, STO down 5.7% and WDS off 3.7% with uranium under pressure again, PDN down 4.5% and DYL off 7.7%. Coal stocks fell too. Banks held up better, CBA up 0.5% with NAB down 0.7% and the Big Bank Basket down to $237.07 (-0.3%). Healthcare was hit, CSL down 5.0% on pharma taxes to come. COH also falling 2.6% with REITs down too. GMG off 1.6% and VCX falling 1.4%. Industrials were weaker across the board, WES fell 0.6%, WOW and COL eased with QAN down 4.0% and retail trying hard to hold the line. Tech stocks fell back to earth, WTC down 1.8% and XRO off 0.9% and the All-Tech Index down 1.9%.In corporate news, RPL fessed up to the FUM loss due to OPT and fell hard, down 11.9%. On the economic front the RBNZ cut rates by 25bps. Asian markets were volatile, Japan whacked again down 4.2% with China positive despite the 104% tariffs. HK down 1.6%.10-year yields pushing up again. Long-dated yields are surging, whilst short-dated yields are falling. US 30-year now at 4.9%. Dow and NASDAQ futures both down 1.8%.Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

The ASX 200 dropped as expected 325 points to 7343 (4.2%). US futures pointing to another realignment of valuation with a big drop in store. Asian markets are playing some catch-up as China comes back from a holiday. Our market bounced off its low this morning of 7169 with the banks recovering some ground. The Big Bank Basket down 5.7% to $232.68, CBA down 6.2% and WBC off 5.6% with MQG turning positive after an 8% fall to close down 0.8%. Financials were squashed, GQG down 1.9% and PPT does 7.3%. QBE were hit hard as bond yields fall down 6.8%. Some winners in finance though with CGF up 8.3% on a strategic stake acquired and ASK also doing well up % on a NBIO. REITS stumbled lower, GMG down 4.3% and SCG off 3.8% despite rate falls. Industrials too under pressure, WES down 4.9% and CPU off 4.4% with QAN falling 3.7%. ALL came up lemons dropping 6.2% and retail in trouble, JBH down 5.9% and LOV off 8.3%. Travel stocks fell, and tech stocks did better than expected, with WTC actually firmer by 2.2%. The All-Tech Index down 3.1%. Resources struggled as global growth expectations were adjusted, BHP down 6.1% with FMG losing only 3.6%. Gold miners saw profit taking but off early lows, NEM down 3.5% after being down twice that.  Oil and gas stocks declined as crude fell, WDS off 5.8% despite selling a US LNG business. Uranium under pressure again, PDN down 9.6% and BOE off 8.7%. In corporate news, ASK got a NBIO from Ki Corp at 147c, CGF saw a Japanese buyer take a 15% stake. Nothing on the economic front. Asian markets played catch up, China down 7.1%, HK off 12.2% and Japan down 6.7%.Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

The ASX 200 tried hard but ultimately failed falling 192 points to 7668 (2.4%) for a 4.0% loss for the week. It feels like a lot more. After the drubbing of the iron ore stocks yesterday, all held up better than the market, BHP down only 0.5% and FMG off 0.6%. Elsewhere copper and base metal stocks were slashed, S32 down 5.4% with NIC off 8.0% and MIN falling 9.9%. Lithium once again under pressure, PLS down 4.9% and LTR off 3.1%. Oil and gas stocks were under serious pressure on OPEC+ moves, WDS fell 9.1% and STO down 9.4%. Uranium stocks found little support, BOE up 2.7% and PDN down only 0.7%. Some big moves in JHX down 7.8% and DNL (IPL in old money) dropping 8.2% Gold miners were mixed. GOR up 2.4% and RMS gaining 2.1% but NEM down 2.5%. Banks gave up the unequal struggle with the Big Bank Basket down to $246.87(-1.9%) and ANZ down 3.7%. MQG fell a huge 9.0% with financials under pressure. A report of hacking of some superfund managers did not help. MPL rose 1.1%. At least it wasn't them this time. WOW and COL rose on defensive aspects, retail stumbled and REITs falling, GMG down 5.0%, WES fell 2.5% and SGH off 5.3%. Healthcare stocks eased. In corporate news, ANN bounced 3.0% after saying it would fully offset tariff rises. Nothing on the economic front. NFP in the US tonight. Asian markets muted, China and HK closed for a holiday, Japan down 3.6%Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

The ASX 200 finished down only 75 points to 7860 (0.9%) as it bounced solidly from support at 7800. The extreme knee jerk reaction on the promises in the Rose Garden saw banks back on the defensive buyers list and companies with little or no overseas exposure did better. CBA rose 1.0% with the Big Bank Basket up to $251.54 (0.2%). ANZ had a shaky start after moves to increase its capital requirements, closing down 1.4% with MQG on the nose off 2.9%. Financial services copped it with GQG off 5.2% and PPT down 4.8%. ZIP remained undone as US consumer confidence woes will continue. NWL hit hard off 8.7%. REITs also reversing some recent gains, GMG off 3.7% and CHC down 4.7%. Healthcare stocks found buyers, CSL up 1.0% and PME rising 2.0%. Industrials eased, WOW and COL better on defensive buyers, WES up 0.3% and REA doing better, up 0.9%. Tech followed US tech lower, WTC off 2.7% with XRO falling 3.4%. The All-Tech Index down 1.2%.Resources were hurt badly, BHP down 3.4% and RIO off 2.7% with MIN falling 9.5% and PLS down another 6.8%. Gold miners were boosted by bullion price rises on tariff uncertainty, NEM up 2.3% and NST up 2.1%. SPR rose 4.4% with WGX also better. Oil and gas stocks fell hard, WDS down 2.9% and BPT off 2.9%. WHC dropped 7.6% on broker downgrades and uranium still toxic, PDN down 1.3%. In corporate news, TWE reassured no impact from tariffs. CTT smacked 14.5% on serious impact from rising tariffs.Nothing on the economic front although the RBA released its financial stability report. Asian markets fared better than some feared, with Japan down 3.5%. China down 0.4% and HK off 1.6%. AUD stable with bond yields falling to 4.24% in the 10's. Dow futures down 2.0%, NASDAQ futures worse at -3.1%.Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

The ASX 200 pushed 9 points higher to 7934 (0.1%) in defensive quiet trade ahead of Liberation Day.  Money flowed into banks and REITs with resources under pressure on global growth fears. BHP gave back 1.5% with RIO off 1.7% and FMG down 1.6%. Lithium stocks poleaxed again, PLS down 3.1% and LTR falling 4.3%. Gold miners too under pressure as AUD rallied and bullion steady, profit taking in NEM down 2.1% and RMS off 3.8% with VAU down 3.3%. Uranium remains in fallout mode with PDN down 3.3% and BOE down 3.4% with nearly 25% of the company shorted now. Coal stocks fell and oil and gas slid, WDS down 1.5% and STO off 0.4%. Meanwhile banks firmed again, the Big Bank Basket up to $250.98 (1%). CBA up 1.0% and other financials also doing well, NWL up 1.9% and MPL rising 2.2%. REITs also in demand, GMG up 3.1% and CHC up 3.2%. TLS continues to creep higher up another 1.2% with retail better too. JBH up 1.5% and MYR rising 0.8%. Even DMP rose 2.5%. Tech better as WTC continued to find friends up 1.1%. CPU dropped again down 4.1%. QAN off 2.5%. In corporate news, new CEO at KLS set to shake things up by trying to sell tourism assets, RPL wrote down its OPT to zero! SGR has failed to secure a $750m lifeline from Salter Brothers and WBC has a new chief people officer. Nothing on the economic front. Asian markets in wait and see mode. 10-year yields steady at 4.41%. Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

The ASX fell 139 points to 7843 (-1.7%). Tariff and global growth fears weighed as Asian markets saw profit taking, Japan off 3.8%. Some patches of green with the banks holding up better than expected, CBA up 0.3% but MQG off 3.4% though with the Big Bank Basket down to $(%). Financials geared to the market were in trouble across the board, GQG fell 2.8% with the ASX in trouble with ACCC and ASIC off 2.8%. PNI fell 4.0% with ZIP dropping 7.7% on US consumer slowdown. AMP also falling 3.5%. REITs slid, GMG dropped 2.9% with SCG down 2.0% and industrials also falling. TLS fell only 0.5% on defensive perceptions, CPU down 2.7% and retail sliding, JBH off 1.9% and PMV falling 2.8%. ARB dipped another 3.1% with DMP down 4.6%. ‘Old Skool' platforms also under pressure, REA dipped 3.3% on news NEC were in DD for the CoStar bid, SEK down 4.0% and the All-Tech Index down 2.2%. WTC rallied 1.5% as it named two new directors. Resources which had done better last week, cast all that asunder and we saw selling in the iron ore stocks, BHP down 3.8% and FMG off 4.0% with lithium under pressure, PLS off 8.2% with LTR falling 4.6%. Gold miners were mixed despite gold heading through $4900. WGX fell 1.4% and NST down 1.7%. Oil and gas also lower, WDS off 2.9% and KAR dropping 5.1%. Uranium stocks were knocked over again, PDN down 5.7% and NXG off 7.3%. In corporate news, DHG was the big one today, down 1.6%. Todd Sampson quit the QAN board, and HMC fell 5.8% as talks emerged of ambitions on Healthscope. Nothing locally on the economic front. Asian market fell hard, Japan under serious pressure, off 3.8% with China and HK down 1.7% and 1.0% respectively. 10-year yields around 4.39%Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

The ASX 200 pushed up 57 points to 7999 (0.7%) after a better lead from the US and benign CPI numbers. Banks once again leading us higher with the Big Bank Basket up to $245.09 (+1.3%). ANZ bouncing back from the big sell down yesterday. Other financials also in demand, MQG up 0.5% and ASX up 1.3% as volumes pick up. REITs better led by GMG up 1.0% and SCG rising 3.3% on Budget news and CPI. Industrials also feeling the love, WES up 0.7% and TCL rising 2.0% with WOW and COL rising 1.7 and 1.5%. Retail was mixed with SUL off 0.8% and LOV falling 1.7% as JBH bounced back 2.5%. Tech was mixed, WTC up 0.3% and XRO down 0.2%. Resources were a happy place as US copper hit record levels. BHP and RIO doing well with FMG up 0.8%. Gold miners were back in demand, NEM up 1.1% and SPR doing well up 4.9% on a RMS upgrade. BGL in a trading halt pending another production issue. MIN bounced 1.8% with LTR up 4.0%. PDN collapsed 11.6% as more issues with rain and production in Namibia, BOE off 4.0% and NXG falling 2.9%. Both WDS and STO were firmer. In corporate news, TUA fell 7.5% on disappointing results, VUL up 12.8% on EU critical project status. WOR CFO resigned. In economic news, CPI fell to 2.4% perhaps opening the door for a rate cut. Budget had no impact. Asian markets mixed again, Japan up 0.8% and HK finding support up 0.3% with China flat. 10-year yields rising to 4.47%.Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

The ASX 200 gave up strong gains to finish up 6 points at 7943 (0.1%) as US futures turned slightly negative. Banks were mixed with ANZ sold off by 3.2% and CBA up 0.7%. The Big Bank Basket down to $242.05 (-0.1%). MQG had a good day, up 2.6% as financials generally did well. RPL came clean with its exposure to OPT. VG1 rose 0.6% with RF1 down 2.4%. REITs did well, SGP up 0.8% with SCG up 0.9%. Healthcare too in demand, CSL up 1.4% and RMD up 1.5%. Industrials generally firmed, JBH up 1.0% and WTC bouncing 3.8% with the All-Tech Index up 1.1%. REA and CAR bouncing back on tech enthusiasm.Resources mixed again, BHP off 0.7% with FMG sliding 1.3%. Gold miners were slightly better with news of a bid for GOR dominating the sector. GOR rose 13.9% with GMD up 0.6% and SPR up 1.2%. Lithium stocks under some pressure, LTR down 3.9% and MIN back 1.0%. JHX continued to slide, 5% down. Oil and gas stocks firmed with uranium buyers getting a note from their parents to avoid buying. PDN fell another 2.4% with NXG running hot on drill results, up 5.8%. In corporate news, NHC fell 3.6% after downgrading its convertible bond conversion price.Nothing on the economic front ahead of the Budget tonight. Asian markets saw sellers hit HK down 2.2%, China down 0.2% and Japan up 0.2%. 10-year yields steady at 4.43%.Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

The ASX 200 put on another 13 points to 7932 (0.2%) after a tentative start. 2% up for the week. Banks were sold with the Big Bank Basket unchanged at $238.82. CBA flat. MQG saw some profit taking, other financials also flat, GQG down 1.4% and HUB off 1.8%. REITs once again in demand, SGP up 0.8% with VCX up 2.4%. Industrials were firm but unexciting, WOW and COL rallied hard on ACCC news, CPU up 3.7% and retail doing ok again, PMV up 3.9% on an update. JBH bounced back a little too. Tech was a little soft, WTC off 0.5% with the All-Tech Index down 0.7%.Iron ore stocks were firm despite falls in the iron ore price. BHP up 1.1% and RIO up 0.9%, maybe copper more a factor. Lithium stocks were depressed, PLS fell 5.1% and uranium squeeze continues, BOE up 6.7%. Gold miners slid on some fatigue in bullion. GOR down 3.3% and NST off 0.6%. In corporate news, PDN dropped 4% as the rains came down in Africa. CSC lifted 0.7% after announcing plans to issue $500mn worth of senior unsecured bonds and EMR crashed 3.85% on a production miss.Nothing locally on the economic front as we head into the Budget next week. Asian markets seeing sellers win, China down 0.9%, HK off 2% and Japan back from another holiday up 0.6%. 10-year yields steady at 4.41%.Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

A solid end to the week with the ASX 200 up 41 points to 7790 (0.5%). For the week the ASX 200 is down 2%. Resources leading the charge higher and Asian markets soaring. Banks flat with the Big Bank Basket down to $233.56 (-0.7%). Insurers gained a little QBE up 1.2% and financials generally better, GQG up 1.4% with MQG rallying 0.8%. REITs were better generally, SCG up 0.9% and GPT up 1.4%. Industrials also saw bargain hunting, WES up 0.8% with BXB up 0.8% and utilities bouncing, ORG up 1.9% and TWE up 1.9% on wine tariffs. Healthcare also back in demand, SIG rising 2.9%. Tech slightly better, TNE up 2.1%.Resources were the stars today, iron ore miners finding some love with BHP up 1.1% and FMG up 2.7%. Gold miners celebrated record gold prices, NST up 2.8%, NEM up 5.7% and EVN up 4.6%.  Lithium stocks also saw gains with PLS up 4.3% and MIN gaining 0.9%. MLX soared 22.2% as tin prices erupted as a mine in Africa closed. Even uranium stocks managed a small bounce, PDN up 2.2% and BOE up 4.5%. In corporate news, MYR announced some C-Suite changes. CYL up 5.2% after initiating production at Plutonic.Nothing on the economic front. Asian market bouncing hard. Japan up 0.9%, HK up 2.5% and China up 1.8%. 10-year yields steady at 4.42%.Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

 The ASX 200 turned turtle after a promising start and closed down 37 points at 7749. (0.5%). Market heavyweights led us lower with the banks under pressure again, the Big Bank Basket fell to $235.18. WBC off 1.5% and CBA down 0.6%. MQG dropped another 1.2% and insurers slid, SUN off 1.4%. REITS firmed, GMG finding bottom feeders up 1% and SCG rising 0.3%. Healthcare mixed, RMD continuing to fall, down 1.6% and FPH off 1.5%. Industrials fell too, WES off 0.8% and ALL down 0.7% with retail under some pressure, JBH falling 1.4%. Electricity prices are set to rise around 9% on the east coast. PMV off 2.4% and APE falling 2.5%. In resources, Macquarie downgraded coal and coal stocks, WHC down 5.8% and YAL ex div off 12.6%. Iron ore stocks slid too, BHP off 1.8% and FMG down 0.5%. Gold miners doing well today, NEM up 0.9% and NST up 2.5%. Lithium stocks also finding some friends, PLS up 1.8% and MIN moving 3% higher. Oil and gas stocks slightly firmer, uranium stocks also in the green, PDN up 1.8% and BOE up 1.8%. In corporate news, SLH fell 22,2% as the ACCC said they had some concerns on the DP World takeover. NEC appointed Matt Stanton as chief executive.  Nothing on the economic front. Asian markets mixed Japan up 0.3%, HK down 0.7% and China falls 0.4%.10-year yields ease to 4.42%. Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

Another day, another drubbing as the ASX falls 104 points to 7786 (1.3%) with banks soggy again. The Big Bank Basket down to $236.66 (-1.7%) with NAB and WBC the worst affected. MQG dropped another 1.4% with ASX off 3.8% despite good volumes recently. GQG fell 2.4% and CGF off 1.5%. REITs also in the seller's sights, GMG bucked the trend, up 0.5% and SGP off 1.0% with healthcare under pressure as the holy trinity of CSL, RMD and COH all lost ground. Industrials found it tough going today, TCL fell 1.9% with WES off 2.6% and BXB down 2.6% with ALL slipping 1.6%. Retail once again saw selling, JBH off 1.0% and NCK down 3.5%. Travel stocks all fell, significantly as did gaming stocks, tech slipped with WTC down 1.7% and XRO off 1.1% as the All-Tech Index dropped 1.1%. Resources were again a mixed bag; gold miners rallied but somewhat muted, RMS fell 8.7% on a disappointing mine plan, EVN rose 0.8% and NEM was up 1.5%. BHP and RIO all fell 1.8% with FMG finding some friends up 1.5%. Lithium remains depressed and uranium stocks mixed. PDN up 2.7% and DYL up 3.2%. Oil and gas stocks eased back. In corporate news, IPH fell 10.0% as the CFO quit. Nothing on the economic front with US CPI due tonight. Asian markets eased slightly and 10-year yields rose to 4.43%. US Futures slightly positive.Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

The ASX 200 continued to struggle down 46 points at 8095 (0.6%) as stocks going ex -dividend weighed. Banks eased yet again with CBA off 1.8% and WBC down 0.9% as the Big Bank Basket fell to $248.82 (-1.1%). MQG off another 0.4% as one broker downgraded. Insurers also in the eye of the cyclone, SUN down 1.0% and QBE dropping 1.3%. REITs eased back, GMG down 0.2% and SCG off 0.9%. Industrials also lost ground, WES fell 1.6% with WOW and COL slipping, QAN down 2.0% from heady highs and TLS slid 1.0%. REA was a positive today up 4.3%. Tech mixed again, WTC up 4.7%. In resources, RIO Ex dividend knocked 2.2% off, BHP down 0.8% after it went Ex, gold miners better, NEM up 1.4% and EVN up 2.7% on copper exposure too. SFR ran 4.8% on its copper exposure, MIN bounced 2.6% and WAF jumped 11.9% on production upgrades. Oil and gas stocks on the nose as crude hits 3-year lows, WDS down 4.7% (XD) and STO off 1.9%. Uranium stocks feeling slightly perkier, BOE up 1.3% and PDN up 1.1% on some broker upgrades. On the corporate front, AMC dropped1.6 % on plans to reorganise it business. AUD has had its best week since 2023. LTM now delisted. SGR looks to HK for a bail out as Brisbane casino set to be sold. On the economic front, Building approvals rose 6.3%. Asian markets remain firm, Alibaba helping Japan up 0.9%, HK up 2.6% and China up 1.3%. 10-year yields back up to 4.48%.Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

 The ASX 200 finished down around 11 points at 8241(0.1%) with CPI coming in as expected. Once again results were the focus, banks found buyers with the Big Bank Basket up to $253.05 (+1.1%) with CBA leading the way up 1.3%. MQG rose 0.6% and insurers flat. REITs were weaker, GMG falling 1.6% and SCG off 3.3% on results. Industrials mixed again, WTC rose 2.1% as White became Chair and results showed no further surprises, the All-Tech Index still fell 1.3% with TLS under pressure off 1.9% and QAN down 2.3%. Retail stocks mixed, JBH off 0.6% with LOV finding friends in all the right places up 5.7%. Travel stocks arrived jet lagged as FLT touched down 10.2% and CTD fell 3.6%. DMP hit another 3.7% with LNW better by 7.8% on results. Resources were back in the doghouse as iron ore fell, FMG dropped 6.2% as it went ex-div, BHP off 1.5% and RIO down 3.4%. Gold miners ran out of luck, NST down 2.8% and EVN off 1.7%. NEM off just 2.0%. LYC fell 1.7% after results showed the effects of low REE prices. Uranium stocks showed more fall out with PDN results bringing no joy and coal down too. WDS gained 3.4% after broker comments. STO going nowhere. In corporate news, WOW fell 3.0% after cutting its dividend, PBH had an abundance of bid interest around the 106c level, up 32.5%. BAP rose 13.4% and WOR up 10.3% on results whereas APX crashed 33.3% on disappointment. PTM also suffering as results were nasty, off 20.0%. KLS was another casualty today, maybe just a flesh would, but down 15.2%. In economic news, the CPI came in as expected and hardly moved the dial. Asian markets mixed, Japan down 0.8% and HK up 2.8% with China up 0.6%.  10-year yields at 4.37%. Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

ASX 200 fell another 56 points to 8480 (0.7%) despite the RBA cutting rates as expected. Banks falling again today, WBC off 3.0% after broker downgrades. CBA off 1.4% and NAB also hit hard with the Big Bank Basket at $265.03 (-1.8%). Financials were mixed, CGF fell 9.0% on disappointing numbers, HUB rose 3.7% on better-than-expected results. HMC had a cracker on its numbers up 9.9% with MQG falling 0.9%. Insurers found a few friends. REITs slipped as bond yields remained at 4.45%. GMG rose 2.1%. Industrials eased back, retailers suffering a little with JBH down 3.5% and WES off 1.4%. Supermarkets slipped slightly, travel stocks fell, and healthcare falling with SIG down 5.5%. CSL bucked the trend and gained 2.1%. Resources were mixed, BHP results didn't do much either way, RIO off 0.2% and lithium stocks fell hard, MIN off 6.1% and PLS falling 5.4%. Gold miners eased but relatively stable, NEM up 0.5% and GOR up 0.4% with NST down 1.9%. Energy stocks on the nose, WDS falling 1.5% on concerns on dividends, WHC fell 5.0% and uranium stocks off again, PDN down 4.0%. In corporate news, SEK stabilised after lifting its dividend, DRR fell 2.6% after net profit slipped, AZJ rose 0.6% on plans to consider breaking up the business. On the economic front, RBA was the go and no surprise. No reaction either! Asian markets improved, Japan up 0.7% and HK ripping higher again, up 2% and China up 0.4%. 10-year yields at 4.50%.Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you.If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

The ASX 200 finished up 43 points at 8417 (0.5%). Resources were the stars today, BHP up 1.5% with FMG rallying another 2.0% and even lithium stocks better, MIN up 1.8% and PLS up 1.8%. Gold miners took a little while to warm up, but NEM ended up 1.2% and DEG up 2.5% with WGX bouncing back 3.4%. Uranium stocks glowing again, PDN up 2.8% and DYL up 1.9% with oil and gas stocks better too. Coal stocks got a boost from tariffs on US coal perhaps. Banks were solid but uninspiring, The Big Bank Basket rose to $261.41 (0.5%). MQG got walloped down 3.6% with XYZ down too, perhaps on Paypal numbers. GQG continue to push higher, up 1.5%. IFL got yet another bid, this time from Brookfield at 460c. Insurers eased and REITs pushed up on falling bond yields. GMG up 0.6% and SCG up 1.1%. Industrials firmed across the board. WES up 0.3% with ALL finding support up % and SGH doing well. REA had a good day up % and CAR rose 2.0%. Tech better, WTC up 1.9% and XRO up 1.6% with the All-Tech Index up 1.2%. In corporate news, AMC results better than expectations and the stock rose 2.9%. PNI hit record highs on results, BWP rose too on higher profits and dividends. In economic news, the government has sold $15 billion of Treasury bonds maturing in March 2036 in a heavily oversubscribed deal. Asian markets a little mixed as China returns from New Year.Why not sign up for a free trial? Get access to expert market insights and manage your investments with confidence. Ready to invest in yourself? Join the Marcus Today community.

The ASX 200 finishes down 5 at 8374 (0.1%) as nerves and some investor apathy kicked in. China imposing a 15% tariff on US Coal and LNG hurting sentiment late. After a strong start banks faded with the Big Bank Basket closed modestly lower at $260.06(-0.25%). CBA down 0.3% with WBC down 0.2%. MQG kicked 0.4% higher and other financials improved, GQG up 2.4% and XYZ bouncing 1.0% on Bitcoin and tech sentiment. Insurers mixed, QBE down 0.2% and SUN down. REITs slid a little, GMG down 1.2% and SGP off 1.6% with 10-year yields higher at 4.41%. Industrials drifted lower, BXB off 1.6% with ALL down 1.3% and WOW and COL easing. Tech better with WTC up 3.6% and the All-Tech Index up 1.3%. Resources were generally firm, iron ore stocks gained, RIO bouncing 1.6% on Canadian news. Gold miners were in demand, NEM up 0.9% with GMD rallying 2.5% and EVN up 1.6%. LYC slipped back 3.8% and lithium stocks bounced slightly, PLS up 2.7% and MIN up 2.4%. Oil and gas stocks drifted down, uranium stocks mixed, PDN up 1.3%. In corporate news, SEK pulled out of XF1 bid after vote failed to get up, PDI rallied 13.2% on a strategic placement and PME up again on a $53m order. On the economic front, consumer confidence came in better than expected at a near 3-year high. Why not sign up for a free trial? Get access to expert market insights and manage your investments with confidence. Ready to invest in yourself? Join the Marcus Today community.

The ASX 200 up 47to 8494 (0.6%). Record intra day, but unable to hold. Banks led the charge as always, CBA up 1.0% with the Big Bank Basket up to $264.96 (0.8%). MQG rallied 1.4% with insurers also in demand, XYZ up 2.8% and REITs firm on rate cut hopes. GMG bouncing 0.8% and SCG up 0.8%. Healthcare was stronger, CSL perked up and have been doing well recently. PME up 1.2% and OPT up another 1.0%. Industrials also in the green, WES up 0.7% with ALL up another 3.7% and REA gaining 0.9%. Tech stocks were mildly positive with the All-Tech Index up 0.6% and WTC gaining 0.9% despite AFR headlines. Resources were a mixed bag. Iron ore doing well as BHP rose 0.9% and FMG up 0.3%. Lithium stocks stalled, PLS down 1.3% despite positive broker comments. Gold miners squeezed higher, quarterlies in focus. GMD up 1.3% and NEM up 0.1%. Uranium stocks fought back again with BOE up 4.7% and PDN doing well. Oil better, WDS up 0.7% and KAR with its production and a buyback up 7.7%. In corporate news, ZIP came undone on quarterly numbers, down 25.4%, CCP dropped 12.6% on results and MIN fell 0.9% as debt blew out to over $5bn. MFG fell 8.3% as Gerald Stack stepped aside and IGO fell 1.8% after reporting an earnings loss. In economic news, nothing locally except economists falling into line on rate cuts in February. Asian market affected by Lunar New Year.  Japan open and up 0.3%. 10-year yields 4.38%.Why not sign up for a free trial? Get access to expert market insights and manage your investments with confidence. Ready to invest in yourself? Join the Marcus Today community.

Dina Litovsky is a Ukrainian-born photographer living in New York City since 1991. Dina's imagery can be described as visual sociology. Her work explores the idea of leisure, often focusing on subcultures and social gatherings.Dina is a regular contributor to National Geographic, The New York Times Magazine, TIME, New Yorker, GQ and New York Magazine. In 2020 Dina won the Nannen Prize, Germany's foremost award for documentary photography. Other awards include the PDN 30, New and Emerging Photographers to Watch; POYi; NPPA Best of Photojournalism, International Photography Awards and American Photography.Selected exhibitions include group and solo shows at the Museum of the City of New York; Noordelicht Festival, Netherlands; Annenberg Space for Photography, LA and the Anastasia Photo Gallery, NYC.In 2022 she started writing the Substack newsletter In The Flash, an ongoing dialogue about the art and craft of creating and thinking about images. In her weekly posts, she discuses the creative process, focusing on the WHY of photography — intent, meaning, and inspiration. She shares her insights into the world of a professional photographer as well as all the things that make her tick and inspire her to create, from photography to art to music.Dina holds a bachelor in psychology from NYU and an MFA in photography from the School of Visual Arts, NY. In episode 248, Dina discusses, among other things:Moving to the U.S. from Ukraine at 12 years oldThe immigrant dream of her parents for her to study medicineThe formative experience of earning her first $40 for shooting a portraitWhy she couldn't hold down a job in her early lifeComing out of wedding photography retirement to write a piece about itHow working on personal work was the key to getting good editorial clientsUntag This Photo and Bacherolette being the projects that got her attentionHow her background in psychology plays into the way she approaches shooting her projectsHer experience of being questioned in a classroom setting - why she does the newsletterHer post about why photographers should stop calling themselves artistsHer approach to Instagram and how she set out to build a huge audienceHow her Substack newsletter began with an invitation from MetaHer strategy around building community rather than earning incomeWhy working for exposure is photography's bigges Ponzi schemeThe importance of pursuing personal workHer projects Fashion Week and MeatpackingWebsite | Instagram“I'm an introvert with a social phobia. So I would never draw attention to myself. But with a camera I could actually go where I wanted to go and photograph and confront people, with a shield. And so I think I was using it more as my own self therapy, like I wanted to be in the middle of the party, and I wanted to be on this dancefloor with the young women, but I couldn't. And so with a camera I was there just photographing it.” Become a full tier 1 member here to access exclusive additional subscriber-only content and the full archive of previous episodes for £5 per month.For the tier 2 archive-only membership, to access the full library of past episodes for £3 per month, go here.Subscribe to my weekly newsletter here for everything A Small Voice related and much more besides.Follow me on Instagram here.Build Yourself a Squarespace Website video course here.

ASX 200 fell 10 points to 8399 as DeepSeek weighed on energy and data centres. Banks kicked higher again with CBA up % and NAB up % with the Big Bank Basket up to $263.02 (0.7%). Financials were generally weaker, MQG down 1.5% on its data centre exposure and ASX falling 5.1% with IFT off 4.4%. REITS mixed with data centre fave GMG down 8.2% and SGP up 2.0%. Industrials mixed too, Retail better, WES up 1.1% and ALL rallying 4.2% with tech under a little pressure, XRO up 1.7% and WTC down 0.5% with the All-tech Index down 0.7%. Utilities eased on energy forecasts falling, TLS rallied 0.8%. Resources too were mixed, gold miners eased back, NEM down 0.7% and NST falling 2.2% with EVN down 0.2%. BHP and RIO were up around 0.4% with lithium sliding. Uranium stocks got walloped on DeepSeek news, DYL down 15.5% and PDN off 9.4%. Energy stocks generally were lower. In corporate news, GOR down on its quarterly, TLX pushed up again on completing its latest US acquisition. NXL tumbled 20.2% on profit guidance. Nothing on the economic front locally. In Asia, Lunar New Year beckons, Japan down 1.2%, HK up 0.1% and China down 0.4%. 10-year yields back to 4.42%.Why not sign up for a free trial? Get access to expert market insights and manage your investments with confidence. Ready to invest in yourself? Join the Marcus Today community.

ASX 200 up another 30 points to 8409 (0.4%). Plenty of green across the board, even resources improved in places. BHP up 0.5%, RIO up 0.3% and FMG rallying 1.0%. Gold miners eased back, EVN down 1.8% and NST off 0.6%. WGX dropped 4.8% on quarterly feedback. Lithium stocks firmed slightly, IGO confirmed the closure of its TLEA refinery, up 0.8% and LTR rallied 1.5%. Uranium stocks eased back, PDN dropped 2.2% with WDS and STO both easier on lower crude prices. Banks were firm, yet again. The Big Bank Basket rose to $261.25 (+0.4%). Financials were firm, GQG up 1.0% and AMP pushing further ahead up 5.0%. Insurers mixed. REITs firmed, SCG up 0.6% and GPT up 1.4%. Industrials stronger, led by WES up 3.2% on a broker upgrade, ALL bounced back 1.9% and healthcare firmed. PME up 0.7% and COH up 1.1%. Retail firmed with PMV soaring 6.6% and MYR up 2.6%. In corporate news, MND raised guidance, SNL profits rose 32% and KGN dropped 15.2% on issues with Mighty Ape. 4DX had a positive reaction to a deal with Qscan Radiology, and SM1 saw cream rise on very positive H2 guidance. Nothing locally on the economic front, Japan raised rates 25bps as widely expected after Core CPI rose to 3%. Asian market followed US markets higher with Japan up 0.3%, HK up 1.8% and China up 1.0%. 10-year yields steady at 4.47%.Why not sign up for a free trial? Get access to expert market insights and manage your investments with confidence. Ready to invest in yourself? Join the Marcus Today community.

ASX 200 grinds 37 points higher ahead to 8347 (0.5%) of Trump's inauguration. US markets closed tonight for Martin Luther King Day. Banks solid again with CBA up 0.8% and the Big Bank Basket up to $255.00 (0.7%). Financials were better, MQG up 1.9% and GQG better too. REITS higher, GMG up 0.6% and SCG up 1.4% with industrials also doing ok. WOW, COL and WES all solid, retail rallied, JBH up 3.0% and BAP up 2.3%. PMV eased off slightly with the vote this week, LOV gave back some of Friday's gains. Tech a little muted with the All -Tech Index up 0.9%. Iron ore miners were better as Port Hedland reopened after the cyclone was downgraded, Singapore iron ore futures slightly better. BHP up 0.5% and RIO up 1.1%. Gold miners eased with NST down 2.6% and EVN down 1.1%. Lithium miners continue to find a few friends and short covering, PLS up 2.5% and IGO up 2.6% despite talking impairments at Kwinana. Energy stocks flat, PDN down 3.7% with DYL up 0.8% on a broker upgrade. In corporate news, IFL granted DD to CC, KAR was plugged and abandoned with a Who Dat well. SGR fell 17.9% on uncertainty unless it can find funding. INR jumped 20.6% on a US government loan. FND is up 25.0% on acquisition and update. In economic news, China left rates unchanged as expected. Asian markets better with Japan 1.2%, HK up 2.3% and CSI up 0.9% on hopes for a Trump visit to China. 10-year yields steady at 4.49%.Why not sign up for a free trial? Get access to expert market insights and manage your investments with confidence. Ready to invest in yourself? Join the Marcus Today community.

 ASX 200 dropped 17 points to 8310 ( -0.2%) finishing the week up 16 points for the week. Sums is up. Banks sold off after the huge run yesterday, CBA down % and NAB down % with the Big Bank Basket at $253.29 (-1.3%). Other financials flat, MQG down 0.1% and ZIP falling 1.0%. Insurers flat. REITs eased back, GMG solid but SCG off 0.8%.  Industrials were firm but idle, WES up 0.5% and COL up 0.8% on a broker upgrade. Utilities better with tech down, WTC off 0.8% and the All-Tech Index flat. Retail was patchy, PMV up another 1.6% and CTD pushing up another 1.7%. LOV up 7.7% on a broker upgrade. In resources, FMG pushed up 1.8% with MIN up 2.9% on China data and iron ore prices. RIO fell 0.7% as the Glencore discussions were ‘poo pooed'. Gold miners were pushing slightly higher, GMD up 1.8% and GOR up 1.7%. Lithium stocks were firmer as LTR roared ahead again up 9.5%. PLS up 2.1% too. Energy stocks slightly positive, STO up 0.6% and PDN up 1.9%. In corporate news, IFL got a 460c bid from CC Capital, AVJ opened its books to Ho Bee, LYC dropped 0.9% on quarterly and ABB swooned 5% on CEO news and then rallied 5.5%. TLX added 3.1% on EU approvals. In economic news, nothing locally, but Chinese GDP came in spot on as expected. Asian markets, Japan down 0.6%, HK up 0.2% and CSI up 0.5%. 10 year yields solid at 4.49% Why not sign up for a free trial? Get access to expert market insights and manage your investments with confidence. Ready to invest in yourself? Join the Marcus Today community.

ASX 200 rallied 39 points to 8231 (0.5%) with a better US market giving us the lead. Banks though were once again weaker as resources continued to find buyers. All change for 25! BHP rose 1.4% on stronger iron ore prices, FMG rallied 2.9% with gold miners also better despite falling bullion prices, a broker report helping sentiment. NST up 1.9% and EVN up 1.3% with lithium stocks finding friends, MIN up 2.0% and LYC up 1.6%. Energy stocks once again better, WDS up 0.5% and coal and uranium stocks better, PDN up 3.4% and WHC up 6.6%. Banks slipped ever so slightly with the Big Bank Basket at $249.96 (-0.3%). Insurers rose and other financials mixed. PNI down 1.9% and ZIP falling 1.4%. REITs improved with GMG up 0.4% and SCG rising 1.1%. Industrials better, retail though still under pressure. JBH off 1.6% and PMV and MYR both down again. Travel stocks in demand, FLT up 0.6% and CTD up 2.2%. Tech still under a little pressure with the All-Tech Index up 0.4% with WTC off 1.3%. In corporate news, MSB raised more money at 250c, CCX jumped 14.6% on a trading update. Iron ore surged back over $100 a tonne as Chinese imports reached a record. No local economic news. In Asian Markets, Japan played some catch up after a holiday yesterday and fell over 2% with both China and HK both showing plus 1% gains.Why not sign up for a free trial? Get access to expert market insights and manage your investments with confidence. Ready to invest in yourself? Join the Marcus Today community.

Born in New Haven, CT, Heidi Lender began her career reporting on the fashion universe for national magazines, writing features and styling photo shoots throughout her twenties. With a BA in apparel and textiles from Cornell University, she covered style and travel from New York to Paris, where she served as Fashion Director and Associate Bureau Chief of Women's Wear Daily and W Magazine. After Paris she went to India, where she lived part-time while studying yoga for the next eight years. In 2007, she opened and taught at a yoga studio in San Francisco, and two years later she discovered her creative self in photography. Self-taught, she began by creating self-portraits and realised a meaningful way to make sense of the world and her place in it. Her images are often based in self-inquiry that stem from personal experiences, relationships and/or investigate identity.She is represented by galleries in the U.S. and Uruguay and has exhibited internationally. Heidi is a founding member of the online collective Six Shooters, has twice been a Critical Mass finalist, received recognition from the likes of the Pollux Awards and the Julia Margaret Cameron Award. Her work has been featured in PDN and Rangefinder magazines and in online photo blogs including CNN, NPR and the New Yorker's Photo Booth. Editorial credits include WSJ Magazine, Disegno Journal and Grey Magazine. In 2014, Kehrer Verlag published the photography book “Grassland” under Lender's pseudonym, H. Lee. She currently resides on an 80-acre ranch in Pueblo Garzón, Uruguay, where she has founded CAMPO, a nonprofit creative institute supporting international artists (www.campogarzon.org).In this episode and her discussion with Anne, Heidi recounts her impulsive decision to leave her burgeoning career as a fashion director in Paris at the young age of 26. A pivotal moment in Heidi's personal story, she tells Anne, is her discovery of Garzón, Uruguay. During an impromptu trip to South America, she stumbled upon her dream home in the quaint village, which became the birthplace of CAMPO. Heidi describes to Anne how her passion for photography flourishes in this picturesque setting, where the art of self-portraiture becomes a therapeutic outlet and a means of self-expression. The episode highlights how photography, combined with mindfulness practices, has been a crucial part of Heidi's healing journey.Heidi then goes deeper into the founding and growth of CAMPO, which has evolved into a sanctuary for artists, chefs and writers from around the world. Heidi articulates her vision of creating transformative experiences for both residents and attendees, fostering a sense of community through artistic collaboration. The festival, now a three-day event with a month-long residency program, is using the theme "unsettled" this year. The theme explores migration and movement, thus reflecting Heidi's own journey of continuous reinvention.***Are you curious about Anne's Coaching & Consulting:Feeling lost or burnt out? Discover Anne's blend of business savvy & spirituality. Transition from career exhaustion to trusting yourself again with her unique coaching approach.Book your free one on one exploratory coaching session here. To find out more about Anne's coaching approach, her consulting background and more, head over here. This episode is brought to you by AVM Consulting Struggling to connect with your audience? Feeling disconnected from your brand's purpose? Is motivating your team becoming a daunting task?AVM Consulting offers a unique blend of coaching, consulting, and storytelling services designed to help your brand connect authentically, align with your values, and inspire your team to achieve greatness.With a track record of success in working with fashion and luxury partners worldwide, AVM Consulting, led by industry expert and certified coach Anne Mühlethaler, is your trusted partner in achieving your brand's vision. Ready to transform your brand and drive meaningful change? Don't wait any longer. We like to make magic happen.FIND OUT MORE ABOUT AVM CONSULTING HERE. ***If you enjoyed this episode, click subscribe for more, and consider writing a review of the show on Apple Podcasts, we really appreciate your support and feedback. And thank you so much for listening!  For all notes and transcripts, please visit Out Of The Clouds on Simplecast - https://out-of-the-clouds.simplecast.com/   Sign up for Anne's email newsletter for more from Out of the Clouds at https://annevmuhlethaler.com.  Follow Anne and Out of the Clouds: IG: @_outoftheclouds or  @annvi  Or on Threads @annviOn Youtube @OutoftheClouds For more, you can read and subscribe to Anne's Substack, the Mettā View, her weekly dose of insights on coaching, brand development, the future of work, and storytelling, with a hint of mindfulness.

Born in New Haven, CT, Heidi reported on the fashion universe for national magazines, writing features and styling photo shoots throughout her twenties. With a BA in apparel and textiles from Cornell University, she covered style and travel from New York to Paris, where she served as Fashion Director and Associate Bureau Chief of Women's Wear Daily and W Magazine. After Paris she went to India, where she lived part-time studying yoga for the next 8 years. In 2007, she opened and taught at a yoga studio in San Francisco, and two years later, she discovered her creative self in photography. Self-taught, she began by creating self-portraits and realized a meaningful way to make sense of the world and her place in it. Her images are often based in self-inquiry that stem from personal experiences, relationships, and/or investigate identity.She is represented by galleries in the U.S. and Uruguay and has exhibited internationally. Heidi is a founding member of the online collective Six Shooters, has twice been a Critical Mass finalist, received recognition from the likes of WPGA Pollux Awards and the Julia Margaret Cameron Award. Her work has been featured in PDN and Rangefinder magazines and in online photo blogs including CNN, NPR and the New Yorker's Photo Booth. Editorial credits include WSJ Magazine, Disegno and Grey Magazine. In 2014, Kehrer Verlag published the photography book Grassland under Lender's pseudonym H. Lee. She currently resides on an 80-acre ranch in Pueblo Garzon, Uruguay, where she has founded CAMPO, a nonprofit creative institute, supporting international artists, www.campogarzon.org.In this episode, Heidi recounts her impulsive decision to leave her burgeoning career as a fashion director in Paris at the young age of 26. Her tale is marked by personal challenges, including a divorce and the emotional rollercoaster of IVF, which she bravely shares with Anne. Heidi's journey of self-discovery and resilience is punctuated by her immersion into the world of yoga, where she trained under the renowned Pattabhi Jois, finding solace and a renewed sense of purpose.Prompted by Heidi expressing the realizations she had while shopping in Goa, Anne shares a similar experience from her recent trip to Greece, emphasizing the significance of unique, locally crafted fashion. Anne also speaks candidly about her battle with rheumatoid arthritis and how yoga has been instrumental in her physical and emotional well-being, noting that movement does indeed help with pain, despite seeming counterintuitive. The episode takes a reflective turn as Heidi shares the trials and tribulations she faced during her attempts at conceiving through IVF, eventually leading her to embrace a different life path with acceptance and grace.A pivotal moment in Heidi's personal story, she tells Anne, is her discovery of Garzon, Uruguay. During an impromptu trip to South America, she stumbled upon her dream home in the quaint village, which became the birthplace of CAMPO. Heidi describes to Anne how her passion for photography flourishes in this picturesque setting, where the art of self-portraiture becomes a therapeutic outlet and a means of self-expression. The episode highlights how photography, combined with mindfulness practices, has been a crucial part of Heidi's healing journey.Heidi goes deeper into the founding and growth of CAMPO, which has evolved into a sanctuary for artists, chefs, and writers from around the world. Heidi articulates her vision of creating transformative experiences for both residents and attendees, fostering a sense of community through artistic collaboration. The festival, now a three-day event with a month-long residency program, is using the theme "unsettled" this year. The theme explores migration and movement, thus reflecting Heidi's own journey of continuous reinvention.The episode concludes with a heartfelt discussion between Heidi and Anne on the value of solitude, introspection, and the interconnectedness of creative pursuits and personal growth. Heidi shares important moments of reconnection with her past and influential figures, weaving a narrative of the importance of serendipity and openness to new perspectives. Through her story, Heidi exemplifies resilience, creativity, and the transformative power of embracing life's unpredictable turns.An intimate and heartwarming interview with a talented artist who has a plethora of global experience. Out of the Clouds website: https://outoftheclouds.com/Out of the Clouds on Instagram: https://www.instagram.com/_outofthecloudsThe Mettā View website: https://avm.consulting/metta-viewAnne on Instagram: https://www.instagram.com/annvi/Anne on Threads: https://www.threads.net/@annviAnne on LinkedIn: https://www.linkedin.com/in/anne-v-muhlethaler/Heidi's website: https://heidilender.com/Camp Garzon: https://campogarzon.org/Heidi on Instagram: https://www.instagram.com/heidilenderHeidi on LinkedIn: https://www.linkedin.com/in/heidi-lender/Argentinian chef Francis Mallmann: https://en.wikipedia.org/wiki/Francis_MallmannRestaurant Garzon: https://www.restaurantegarzon.com/W magazine: https://www.wmagazine.com/Women's wear daily: https://wwd.com/Us Magazine: https://www.usmagazine.com/Ashtanga Yoga: https://en.wikipedia.org/wiki/Ashtanga_vinyasa_yogaJohn Berlinsky: https://www.mettayogastudio.com/john-berlinskyK. Patthabi Jois: https://en.wikipedia.org/wiki/K._Pattabhi_JoisPunta del Este: https://en.wikipedia.org/wiki/Punta_del_EsteThe beheaded goddess book: https://www.amazon.com/Beheaded-Goddess-Daughters-Narcissistic-Fathers-ebook/dp/B007Y9L8Z6Rafael Vignoli, the architect: https://en.wikipedia.org/wiki/Rafael_Vi%C3%B1olyDesiree, you gotta be: https://open.spotify.com/track/6CU0zWIWVTEnmWpSjVHM93?si=66f28c3e590a4eb2Ain't no mountain, Diana Ross version: https://open.spotify.com/playlist/4Viqm1uiiHtM5Y0FwTCtFR?si=a5cc9dfe19634c0fJames McBride: https://en.wikipedia.org/wiki/James_McBride_(writer)Tommy Orange: https://en.wikipedia.org/wiki/Tommy_OrangeCAF 8 Virtual Film Forum - Aquí está el enlace actualizado para Film Forum: https://us06web.zoom.us/webinar/register/WN_1utIIAFPToi3gKu-CVvlagLink to donate and support Campo: https://campogarzon.org/support/ This episode is brought to you by AVM Consulting Struggling to connect with your audience? Feeling disconnected from your brand's purpose? Is motivating your team becoming a daunting task?AVM Consulting offers a unique blend of coaching, consulting, and storytelling services designed to help your brand connect authentically, align with your values, and inspire your team to achieve greatness.With a track record of success in working with fashion and luxury partners worldwide, AVM Consulting, led by industry expert and certified coach Anne Mühlethaler, is your trusted partner in achieving your brand's vision. Ready to transform your brand and drive meaningful change? Don't wait any longer. We like to make magic happen.FIND OUT MORE ABOUT AVM CONSULTING HERE. ***If you enjoyed this episode, click subscribe for more, and consider writing a review of the show on Apple Podcasts, we really appreciate your support and feedback. And thank you so much for listening!  For all notes and transcripts, please visit Out Of The Clouds on Simplecast - https://out-of-the-clouds.simplecast.com/   Sign up for Anne's email newsletter for more from Out of the Clouds at https://annevmuhlethaler.com.  Follow Anne and Out of the Clouds: IG: @_outoftheclouds or  @annvi  Or on Threads @annviOn Youtube @OutoftheClouds For more, you can read and subscribe to Anne's Substack, the Mettā View, her weekly dose of insights on coaching, brand development, the future of work, and storytelling, with a hint of mindfulness.

In this conversation, Steve Sandler discusses the upcoming DesignCon event and the sessions and presentations he will be giving. He also talks about the new products Picotest has developed for the emerging trend of 2000 amps in data centers and AI. Steve explains the challenges in designing and testing at these power levels and the innovations Picotest has made in cooling and load cells. He emphasizes the importance of the ecosystem and resolving knowledge gaps to keep up with increasing demands.   Subscribe to The EEcosystem Newsletter today and enjoy community member-only resources and benefits. https://theeecosystem.com   New Technologies mentioned in the show: Picotest DesignCon Page https://www.picotestonline.com/design... Transient Load Steppers https://www.picotest.com/products_tra... J2154A PerfectPulse® Differential TDR https://www.picotest.com/products_J21... PDN Probe https://www.picotest.com/products_PDN... Port Saves https://www.picotest.com/Port-Savers....  

Visual storyteller Kiana Hayeri grew up in Tehran and moved to Toronto while she was still a teenager. Faced with the challenges of adapting to a new environment, she took up photography as a way of bridging the gap in language and culture. In 2014, a short month before NATO forces pulled out, Kiana moved to Kabul and stayed on for 8 years. Her work often explores complex topics such as migration, adolescence, identity and sexuality in conflict-ridden societies.In 2014, Kiana was named as one of the emerging photographers by PDN 30 Under 30. In 2016, she was selected as the recipient of Chris Hondros Award as an emerging photographer. In 2017, she received a grant from European Journalism Center to do a series of reporting on gender equality out of Afghanistan and received Stern Grant in 2018 to continue her work on the state of mental health among afghan women. In 2020, Kiana received Tim Hetherington Visionary award for her proposed project to reveal the dangers of dilettante “hit & run” journalism. Later that year, she was named as the 6th recipient of the James Foley Award for Conflict Reporting. In 2021, Kiana received the prestigious Robert Capa Gold Medal for her photographic series Where Prison is Kind of a Freedom, documenting the lives of Afghan women in Herat Prison. In 2022, Kiana was part of The New York Times reporting team that won The Hal Boyle Award for The Collapse of Afghanistan and was shortlisted under International Reporting for the Pulitzer Prize. In the same year, she was also named as the winner of Leica Oskar Barnack Award for her portfolio, Promises Written On the Ice, Left In the Sun, an intimate look into the lives of Afghan from all walks of life.Kiana, along with her colloaborator, the researcher Mélissa Cornet, is recipient of the 2024 Carmignac Photojournalism Award for the reportage No Woman's Land, an investigation into the plight of women in Afghanistan under the Taliban and the work will be showcased in a double exhibition this Autumn - from October 25th to November 18th - at the Réfectoire des Cordeliers in Paris as part of the Photo Saint Germain festival.Kiana is a Senior TED fellow, a National Geographic Explorer grantee and a regular contributor to The New York Times and National Geographic. She is currently based in Sarajevo, telling stories from Afghanistan, The Balkans and beyond. In episode 239, Kiana discusses, among other things:Her story for the NYT about FGM in GambiaGender apartheidHer take on winning awards as a photojournalistHaving to Google what the Robert Cap Gold Medal was - having won itHer book When Cages FlyMoving to Canada from Iran as a teenagerHow photography helped her bridge the ‘culture and language gap'.Being at a ‘gifted' schoolHer first trip to AfghanistanComparisons with Iran in terms of relative ‘liberalism'.Her first commission from National GeographicHer story on women in Herat prisonThe moment Afghanistan fell to the Taliban and her guilt over leaving friends behindGender apartheid in Afghanistan specificallyThe dangers of ‘dilettante hit and run journalism' Referenced: Eddie Adams workshopsDominic NahrKitra CahanaEd OuGuy MartinStephen MayesMélissa CornetSarah Leen Website | Instagram “I tell people having a camera is like living a thousand different lives, but you have that camera as an excuse to immerse yourself into something, live it for a while and then walk away when you're ready.” VOTE HERE FOR ALETHEIA CASEY TO HAVE A SOLO SHOW AT PARIS PHOTO!!Become a full tier 1 member here to access exclusive additional subscriber-only content and the full archive of previous episodes for £5 per month.For the tier 2 archive-only membership, to access the full library of past episodes for £3 per month, go here.Subscribe to my weekly newsletter here for everything A Small Voice related and much more besides.Follow me on Instagram here.Build Yourself a Squarespace Website video course here.

Different harder times require a reevaluation of your own strategies and tactics. Michael recommends the great work of the late Dr. William Aprill for a start, but you're going to have to do the heavy lifting yourself! MichaelBane.TV - On the Radio episode # 236. Scroll down for reference links on topics discussed in this episode. Disclaimer: The statements and opinions expressed here are our own and may not represent those of the companies we represent or any entities affiliated to it. Host: Michael Bane Producer: Flying Dragon Ltd. More information and reference links: Defensive Training International/John & Vicki Farnam FlexCCarry Solutions/Vicki Farnam Dr. William Aprill Violent Criminal Actors Series, PDN, Rob Pincus Where Might You Find a Culture of Honor?/Steven J. Heine, Cultural Psychology The Music of HillTopTrio RED DAWN (1984)

From voltage droops that threaten system stability to electromagnetic interference that disrupts signal integrity, engineers face countless obstacles in their quest for optimal Power Distribution Network (PDN)  performance.  I'm your host, Steph Chavez, today, we're diving into power integrity and designing Power Distribution Networks (PDNs) with our guest, Daniel Beeker. From his transformative journey under industry giants like Richard Hartley and Ralph Morrison to his current role as a technical director at NXP, Daniel is on a mission to empower engineers with insights into energy management and PDN design. In this episode, you will learn about the foundational importance of power distribution in electronic design and uncover common challenges and pitfalls encountered in PDN design. You will also gain valuable insights into practical strategies for ensuring stable and efficient power delivery. What You'll Learn in this Episode: Power integrity and its impact on electronic systems. (5:15) Traditional power supply design approaches and their limitations. (11:13) PCB layout fundamentals and the "billion dollar mistake."  (16:58) Engineering education, PCB design, and EMC requirements. (28:18) Challenges in designing small transistors for faster performance. (32:38) Designing electronic circuits using triplets for efficient signal transmission. (37:38) Connect with Daniel Beeker: LinkedIn Connect with Steph Chavez: LinkedIn

Divorce can sometimes feel like starting over, but as women, we can support each other to exceed and turn life around, even in challenging transitions. Today, I have the pleasure of talking to Megan Bozzuto, President of the International Association of Women (IAW). Megan is a passionate advocate for supporting women and women entrepreneurs, professionals, and those navigating life transitions. She shares her journey from starting her career in accounting to finding her purpose in empowering women. She emphasizes the importance of community for women, whether in the professional space or during life transitions like divorce, highlighting the benefits of offering support and asking for help. Megan discusses the significance of being proactive in supporting other women and offers valuable insights into balancing professional and personal responsibilities. She provides invaluable wisdom and practical advice for creating connections, finding support, and embracing grace amidst life's challenges. If you're looking for uplifting and empowering insights from a seasoned professional and advocate for women, this episode is a must-listen episode.About the Guest:Megan Bozzuto has served as the Chief Marketing Offer of iPDN since April 2023 after working in various roles at the International Association of Women, and iPDN brand, including President. Megan continues supporting IAW as President while overseeing all marketing for the PDN organization. She joined the IAW team in 2017 and brings over 20 years of experience across Accounting, Finance, and Marketing roles in public companies and as an entrepreneur. Currently based in the Boston area with her three children, she considers herself a global citizen, having lived and worked throughout the U.S. and in Shanghai and Dubai.To connect with Megan and the IAW:IAW website: www.iawomen.com LinkedIn: https://www.linkedin.com/in/megbozz/About the Host: Mardi Winder-Adams is an ICF and BCC Executive and Leadership Coach, Certified Divorce Transition Coach, and a Credentialed Distinguished Mediator in Texas. She has worked with women in executive, entrepreneur, and leadership roles, navigating personal, life, and professional transitions. She is the founder of Positive Communication Systems, LLC, and host of Real Divorce Talks, a quarterly series designed to provide education and inspiration to women at all stages of divorce. Are you interested in learning more about your divorce priorities? Take the quiz "The Divorce Stress Test".Connect with Mardi on Social Media:Facebook - https://www.facebook.com/Divorcecoach4womenLinkedIn: https://www.linkedin.com/in/mardiwinderadams/Instagram: https://www.instagram.com/divorcecoach4women/Thanks for Listening!Thanks so much for listening to our podcast! If you enjoyed this episode and think that others could benefit from listening, please share it using the social media buttons on this page.Do you have some feedback or questions about this episode? Leave a comment in the section below!Subscribe to the PodcastIf you would like to get automatic updates of new podcast episodes, you can subscribe to the podcast on Apple Podcasts or Stitcher. You can also subscribe in your favorite podcast app.Leave us an Apple Podcast ReviewRatings and reviews from our listeners are extremely valuable to us and greatly appreciated. They help our podcast rank higher on Apple Podcasts, which exposes our show to more awesome listeners like you. If you have a minute, please leave an honest review on Apple Podcasts.

Nicole Tung is a freelance photojournalist. She graduated from New York University, double majoring in history and journalism, and freelances for international publications and NGOs, working primarily in the Middle East and Asia. After covering the conflicts in Libya and Syria extensively from 2011, focusing on the plight of civilians, she spent 2014 documenting the lives of Native American war veterans in the US, as well as former child soldiers in the DR Congo, the pro-democracy protests in Hong Kong, and the refugee crisis in Europe. She is also a grantee of the IWMF Grant for Women's Stories, and a fellow of the IWMF Great Lakes Reporting Initiative (D.R. Congo, Central African Republic). She has received multiple awards for her work from the International Photo Awards, Society of Professional Journalists, PX3, and was named PDN's 30 Under 30 Emerging Photographers (2013), among others. Nicole was given the honorable mention for the IWMF 2017 Anja Niedringhaus Awards, and awarded the 2018 James Foley Award for Conflict Reporting from the Online News Association. Her work has been exhibited + screened at the Annenberg Space for Photography, Tropenmuseum Amsterdam, Visa Pour l'Image, and most recently at the Bayeux Calvados-Normandy award for war correspondents in France (2019), with Save the Children in Hong Kong (2019), and at the Foreign Correspondents' Club in Hong Kong (2020). Nicole has also given keynote speeches and contributed to panels on photojournalism and journalist safety, at events including the International Journalism Festival (Perugia, 2019), TEDx in Sweden, the Adobe Make It Conference in Sydney, and Creative Mornings at the National Geographic Auditorium in Washington D.C., among others. She served on the board of the Frontline Freelance Register (2015) and is has undergone HEFAT training with Reporters Instructed in Saving Colleagues (RISC) and Global Journalist Security. She is based in Istanbul, Turkey. In episode 226, Nicole discusses, among other things:Notable differences between the war in Ukraine and previous conflicts she has coveredThe modern use of drones in warfareStories she has covered in UkraineThe way she works with publicationsManaging and thinking about riskThe question of whether journalists in conflict zones are more likely to be targeted now than in the pastReactions to her from ordinary people in conflictsThe question of whether photojournalism is an ‘important' jobThe impacts of social media both negative and positiveApproaching photojournalistic stories in a different wayPotential ways to earn a living other than from commissions Referenced:Chris HondrosTim HetheringtonMarie ColvinRemi OchlickJames Foley Website | Instagram“If you don't become trapped in this idea that what you do is so precious and be real about the impact and the degree to which images and photojournalism can go, especially if your intentions are good, you're based in reality at least. Your grounded in a certain reality where you go “I know my images aren't going to stop a war tomorrow but at least I can be a part of that documentation process.” And to me that is important. Why shouldn't we be showing a reflection of our collective humanity that is both ugly and beautiful at the same time? There are so many grey areas. The world is not black and white.” Become a full tier 1 member here to access exclusive additional subscriber-only content and the full archive of previous episodes for £5 per month.For the tier 2 archive-only membership, to access the full library of past episodes for £3 per month, go here.

“What is the truth?…Just by changing the perspective, angle, choice, and compression…the way you crop, you will tell a different truth.” MAJOR INTERVIEW ALERT!Today we have THE ICONIC, world-renowned, one of the best in the biz, Jerry Ghionis!Widely regarded as one of the top five wedding photographers in the world, Jerry Ghionis' theatrical and iconic images have redefined modern wedding photography. He is a proud Nikon ambassador and was the first Australian named in Top Ten Wedding Photographers in the World by American Photo magazine. In 2011, Jerry was also named by PDN magazine as one of the top photography workshop instructors in the world. IS THAT IT?! Wow wow WOW. Listen as Jerry blows my mind with topics like:How our photography changes “the truth”Having fun with lighting The importance of reinventing yourselfCreating a routine in your photography businessProcess > Results always always alwaysThere is so much to be learned in this gold-mine of an episode and I'm so grateful to Jerry for letting me pick his brain for an hour. What a treat. Get in touch with Jerry at:jerryjerryjerry.com@jerryghionis on InstagramFree tips and tricks https://www.jerryghionis.com/photography-tips-and-tricksFind other free goodies at www.jerryghionis.com/sign-upConnect with Photography Business Coach Luci Dumas: Website Email: luci@lucidumas.comInstagram FacebookYouTube

In this episode, guest host Dr. Dana Dunleavy and guest Dr. Douglas Beall delve into the transformative potential of neuromodulation in the treatment of chronic pain, particularly for painful diabetic neuropathy (PDN). Dr. Beall is an interventional musculoskeletal radiologist practicing at Oklahoma Spine in Edmond, Oklahoma. Dr. Beall recounts his journey, from his beginnings in the military to his experiences with navigating institutional resistance to his clinical practice, and finally the process of moving to private practice. He discusses the positive impact of spinal cord stimulation on patients with PDN and reflects on its effectiveness in reducing pain and improving neurologic function. He underscores the crucial role of interventional radiologists in managing PDN, while also advocating for the integration of these specialists in pain management clinics. Dr. Beall argues that interventional radiologists possess unique skill sets adept for neuromodulation, which opens up new treatment possibilities in the process. He shares insights on the evolution of spinal cord stimulation technology, reimbursement considerations, and the importance of clinical trials in refining treatment approaches. The episode ends with an invitation for interested physicians to participate in professional forums and learn more about this burgeoning field. --- CHECK OUT OUR SPONSOR Nevro HFX Spinal Cord Stimulator https://www.hfxforpdn.com --- SHOW NOTES 00:00 - Introduction 02:30 - Challenges and Triumphs of a Solo Practice 14:44 - Evolution of Neuromodulation in Practice 17:05 - Impact of Neuromodulation on Painful Diabetic Neuropathy 31:53 - Unique Mechanism of High Frequency Neuromodulation 46:02 - Role of Interventional Radiologists in Neuromodulation 54:11 - Future of Neuromodulation in Interventional Radiology --- RESOURCES Douglas Beall, MD Research Gate Profile: https://www.researchgate.net/scientific-contributions/Douglas-P-Beall-39583252 Long-term efficacy of high-frequency (10 kHz) spinal cord stimulation for the treatment of painful diabetic neuropathy: 24-Month results of a randomized controlled trial: https://pubmed.ncbi.nlm.nih.gov/37536514/ High-Frequency 10-kHz Spinal Cord Stimulation Improves Health-Related Quality of Life in Patients With Refractory Painful Diabetic Neuropathy: 12-Month Results From a Randomized Controlled Trial: https://www.ncbi.nlm.nih.gov/pmc/articles/PMC9256824/ Neuromodulation Interventions for the Treatment of Painful Diabetic Neuropathy: a Systematic Review: https://link.springer.com/article/10.1007/s11916-022-01035-9 High-frequency spinal cord stimulation at 10 kHz for the treatment of painful diabetic neuropathy: design of a multicenter, randomized controlled trial (SENZA-PDN): https://link.springer.com/article/10.1186/s13063-019-4007-y

Natalie Keyssar is a documentary photographer based in Brooklyn, New York. Her work focuses on the personal effects of political turmoil and conflict, youth culture, and migration.  She has a BFA in Painting and Illustration from The Pratt Institute. Natalie has contributed to publications such as The New York Times Magazine, Time, Bloomberg Business Week, National Geographic and The New Yorker, and been awarded by organizations including the Philip Jones Griffith Award, the Aaron Siskind Foundation, PDN 30, Magenta Flash Forward, and American Photography. She has taught New Media at the International Center of Photography in New York, and  has instructed at various workshops across the US and Latin America with organizations such as Foundry, Women Photograph, The Pulitzer Center on Crisis Reporting, and the IWMF. Her work has been supported by The Pulitzer Center, The Magnum Foundation, The National Geographic Society, and the IWMF among many others, and she is the winner of the 2018 ICP Infinity Emerging Photographer Award, the 2019 PH Museum Women Photographer's Grant, and is a winner of the 2023 Aperture Creator Labs Photo Fund. She is a Canon Explorer of Light and Co-Founder of the NDA Workshops series with Daniella Zalcman. She speaks fluent Spanish and is available for assignments internationally, as well as teaching and speaking engagements.  In episode 222, Natalie discusses, among other things:The conflict in GazaHow the internet and social media is clumsily creating a hive mindHer Jewish identity and how it shapes her perspectiveHer Ukrainian roots and covering the war in UkraineWanting her work to tell you what it feels likeHer first trip to Venezuala and how it was love at first sight Referenced:Daniella ZalcmanAnastasia Taylor LindYelena YemchukBen MakuchStephanie SinclairChristina PiaiaScout TufankjianKatie OrlinskyAmie Ferris-RotmanCarlos RawlinsAna Maria ArevaloAndrea Hernandez BriceñoLexi Grace ParraIWMF Website | Instagram“There's this psychological cocktail of rage and grief and desire to act, and since I don't have any actual useful skills, I'm not a doctor or psychologist or aid worker or fighter, or any of the things I sometimes wish I was, I felt the need to do something. And then there is also a totally selfish need to see it for myself. It feels compulsive. And not like in ‘this is my calling and I'm gonna save the world', but like it's compulsive enough to make you get on a plane to go to a country that's quite dangerous and in horrific turmoil. ”

Leonard Pongo is a Belgian-Congolese photographer and visual artist. His long-term project The Uncanny, shot in the Democratic Republic of Congo, has earned him several international awards and world-wide recognition and was published as a book by GOST earlier this year (2023) as a result of Leonard receiving the Unseen-Gost Books Publishing Award.Leonard's work has been published worldwide and featured in numerous exhibitions including the recent IncarNations at the Bozar Center for Fine Arts and the The 3rd Beijing Photo Biennial at CAFA Art Museum. He was chosen as one of PDN's 30 New and Emerging Photographers to Watch in 2016, is a recipient of the Visura Grant 2017, the Getty Reportage Grant 2018 and was shortlisted for the Leica Oskar Barnack award in 2022.Leonard's latest project, Primordial Earth, was shown at the Lubumbashi Biennial and at the Rencontres de Bamako where it was awarded the “Prix de l'OIF”. It was exhibited at the Brussels Centre for Fine Arts for Leonard's first institutional solo show in Belgium in 2021, at the Oostende Museum of Modern Art and is currently feartured as part of a group show entitled A World in Common: Contemporary African Photography at Tate Modern until January 14th 2024.Leonard divides his time between pursuing long term projects in Congo DR, teaching and assignment work and is also a member of The Photographic Collective. His work is part of institutional and private collections.In episode 219 Leornard discusses, among other things:Early creativity encouraged by his architect fatherHis first experience with photographyHis early desire to go to the DRCHis first trip in 2011 against the backdrop of an electionSensory overwhelmPlaying with mood and ambiguityWinning the Unseen-Gost Books Publishing AwardEditing down from 70,000 imagesHis Primordial Earth projectHis short film The Necessary EvilWebsite | Instagram“I think behind all the constructions and expectations, right or wrong, that I might have had, there was behind it at the core a very intense need for experience... the only way I could create relations to the land and the environment itself - not the people because that was easy, that was natural - but to the rest, the context, was through experiencing it. It felt to me that was the only way I could ever have anything to say about it.”

Do you want to know what made Game of Thrones star Sophie Turner and music heartthrob Joe Jonas say “you're hired” to Corbin Gurkin, photographer extraordinaire? I certainly did! That's why I brought her on the Play It Brave podcast this week! Corbin is a photographer of more than 20 years and has photographed weddings in California's wine country, the striking beaches of Thailand, country estates in Ireland, and the hillside villages of Tuscany. Her work is regularly featured in Martha Stewart Weddings, Harper's Bazaar, Vogue and Town & Country, and she's captured PDN's Top Knots Wedding Photography grand prize award. Corbin's celebrity clients include Sophie Turner & Joe Jonas, Allen Leech & Jessica Herman, Ashley Tisdale & Christopher French, and many others she can't tell us about.  Corbin was able to build her reputation by not only exceeding the expectations of her clients with outstanding work, but she often submitted her images for publication. After being featured in publications like Martha Stewart Weddings, Once Wed, and Elle Decor early in her career, she became widely trusted by high end wedding planners and couples. This just goes to show that putting off submitting your work could mean putting off your goal of reaching the luxury clients of your dreams! If you want to learn more about what it takes to land your first celebrity wedding, hit play!   SHOW NOTES: https://darcybenincosa.com/play-it-brave/celebrity-wedding-photographer-corbin-gurkin/   This episode originally aired 8/11/2020