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The ASX 200 opened firm, slipped then rallied off lows as US futures stayed positive. We closed down only 4 points to 9022. Banks made a comeback, NAB up 1.0% with WBC up 1.5% and the Big Bank Basket up to $309.01 (0.3%). Financials elsewhere were smacked down on private equity fears, AI concerns and bears playing havoc post results. MQG dropped 3.6% on PE concerns, RPL rallied hard on better results, up 4.8% and NGI came under extreme pressure down 5.4%. MAF continued lower. ZIP fell another 6.4%. Insurers also fell, QBE off 1.6%. REITs too under pressure, GMG down 2.6% and SCG falling 1.1%. Industrials were mixed, WES down 1.8% and REA off 3.9% with tech under extreme pressure again, WTC fell 3.7% and XRO down 4.6% with the All-Tech Index down another 3.1%. Retail under pressure too, SUL off 2.5% and PMV falling 1.9%.Resources were generally firm. BHP hit record highs, up 1.4% with RIO slipping 1.1% on some broker downgrades, FMG up 1.1%. Golds firmed then slid slightly as bullion prices came off the boil, NST up 1.6% and EVN up 0.8%. Lithium stocks went nuts, PLS up 8.0% and LTR rising 8.7%. Oil and gas stocks rose, WDS results cheered, STO up 0.4% and uranium stocks mixed.In corporate news, MND pushed 5.9% higher on better than expected results, WDS managed a small rise after 24% drop in profits. NEC rallied 0.5% on numbers, VEA rose 8.1% after a stronger number. ARB had a shocker, falling 13.1% after a 17% drop in profits. KLS had a good day, up 7.8%, after announcing the sale of its tourism business.On the economic front, Australian consumer confidence rose 3.1 points last week to 80.2.Asian markets came back online with Japan up 0.9%. China up 1.3% and HK falling 1.9% US Futures slightly firmer. Nasdaq up 120 - S&P 500 up 22.—Marcus Today – Daily Market InsightsMarcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise.If you'd like to go further:Start a free 14-day trial of Marcus Today http://bit.ly/mt-trial-podcastJoin Marcus Today Use code MTPODCAST for 10% off http://bit.ly/mt-join-podcast-offerMT20 – Managed ETF Portfolio A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing. http://bit.ly/mt20-podcastPrinciples – How We Think About Investing A short video series on timing, behaviour, and decision-making. No stock tips. http://bit.ly/mt-principles-podcast—Disclaimer This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.
The ASX 200 kicked higher again. Four days in a row, up 79 to 9086 (0.9%). Up nearly 2% this week. Off record highs as jobs data provides reasons for the RBA to raise rates again. Super Thursday and results dominated, some good, some terrible. Banks firmed yet again, certainty. The Big Bank Basket rose to $308.43 (+1.4%). NAB up 2.4% and WBC up 2.7%. MQG also had a good day up 1.6% with insurers better and financials generally firming, ZIP came undone on disappointing guidance and bad debts. Down 34.4%. MPL also fell 5.6% on some misses on the numbers. REITs slid with GMG down 4.0% on results, Industrials were patchy, WES fell 5.6% with ALL and JBH falling away. Healthcare was better, CSL up 1.0% and RMD up 1.5%. Tech was better again, WTC up 1.9% and XRO rising 0.8%. HSN kicked again on broker calls. MAQ also firmed on a new debt facility. TNE also a good bounce on broker upgrades. The All-Tech Index continued higher, up 1.1%.Resources were also firm, BHP and RIO pushing ahead, gold miners better, GMD up 1.9% on results, NEM up 1.4% and oil and gas stocks rallied hard on crude pushing up on Iran fears. STO up 5.6% and WDS up 4.5% with uranium stocks better too. PDN up 5.5% and LOT rising 4.3%.In corporate news, plenty around. HUB surged 14.2% on good numbers. LIC dropped 7.1% after profits fell, TLS gained 3.6% on better numbers and rise in dividends. SHL and NWH also rising on better numbers.On the economic front, jobs numbers came in as expected but 4.1% headline rate gives RBA reasons to raise again perhaps.In Asia, South Korean markets hitting new records. China and HK closed. Japan up 0.9%US Futures up. DJ down slightly Nasdaq up 2 pts!—Marcus Today – Daily Market InsightsMarcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise.If you'd like to go further:Start a free 14-day trial of Marcus Todayhttp://bit.ly/mt-trial-podcastJoin Marcus TodayUse code MTPODCAST for 10% offhttp://bit.ly/mt-join-podcast-offerMT20 – Managed ETF PortfolioA professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing.http://bit.ly/mt20-podcastPrinciples – How We Think About InvestingA short video series on timing, behaviour, and decision-making. No stock tips.http://bit.ly/mt-principles-podcast—DisclaimerThis podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.
The ASX 200 lived up to its new Friday ‘free fall' and dropped 126 points to 8925 (1.4%). Friday the 13th. Banks gave back some ground today as WBC delivered numbers in line. The Big Bank Basket drooped to $303.62(-1.0%). ANZ continued 1.3% higher on broker upgrades. Financials were sold down again, HUB off 4.1% and MQG falling 0.9% with GQG bucking the trend on better-than-expected results. ZIP fell hard as a tech stock should, down 8.5%. Insurers eased back. IAG the exception after results, up 1.0%. REITs were slightly firmer, GMG rallied 2.4% and SCG up 1.6%. Healthcare back in A&E with RMD down another % and CSL slipping 1.4%. COH fell 18.9% on results hitting deaf ears, as it downgraded guidance. Industrials were a sea of red, SGH off 2.7%, QAN down 1.2% and ALL down 5.0%. Utilities found friends on defensive buying. Technology stocks once again sold back into the bronze age, WTC down 10.4% and XRO falling 4.5%. The All-Tech Index losing another 4.7%.Resources were also a sea of red, gold miners slid with NST off 3.5% and EVN giving 3.7% back. BHP down 1.8% on lower copper pricing, RIO holding firm and lithium stocks depressed. Energy stocks needing a boost, WDS down 2.1% and uranium seeing some fallout.In corporate news, the bid for WJL came undone, the stock dropping 25.2%. NCK punished on LFL sales miss, down 22.2% %, ASB sunk 22.8% after some double counting revealed after the close last night.In economic news, CBA says the neutral cash rate is now 3.6%. Pretty much the same as inflation, so that is easy to work out then. Australian households were in spending mode over summer. The latest CommBank Household Spending Insights Index shows spending rose 0.5%in January, marking 16 consecutive months of growth.Standard Chartered warned of further bitcoin weakness and the largest US crypto exchange swung to a loss in the fourth quarter.US futures Dow down 20 and Nasdaq down 10.—Marcus Today – Daily Market InsightsMarcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise.If you'd like to go further:Start a free 14-day trial of Marcus Todayhttp://bit.ly/mt-trial-podcastJoin Marcus TodayUse code MTPODCAST for 10% offhttp://bit.ly/mt-join-podcast-offerMT20 – Managed ETF PortfolioA professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing.http://bit.ly/mt20-podcastPrinciples – How We Think About InvestingA short video series on timing, behaviour, and decision-making. No stock tips.http://bit.ly/mt-principles-podcast—DisclaimerThis podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.
The ASX 200 fell 180points today to 8691 (2.0%). Biggest loss since Liberation Day! Across the board losses and no rally in sight this afternoon. Is this the climax of the selling? No where to run, no where to hide, Materials fell hard led by BHP down 3.1% as copper came under pressure in Asia, RIO held up on news the Glencore deal is off, FMG dipped 1.2%. Gold miners fell, although it could have been worse, NST down 1.7% and NEM off only 4.9% with uranium stocks falling hard too on AI trade impacts, LOT dropped 27.8% as it raised money, PDN fell 10.9% and oil and gas stocks fell, WDS down 1.6% and WHC down 4.1%. BPT continued to fall after the results yesterday. Lithium and other base metal stocks also fell, LYC down 3.2% and PLS off 1.2%.Banks were holding up for a while, before gravity took over WBC down 1.2% and NAB down 1.6%. The Big Bank Basket fell only 0.8% to $278.71.MQG dropped 2.2% and other financials under pressure, HUB off 6.1% and ZIP down 3.3%. Insurers eased and REITs dropped big time, GMG down 6.1% and SCG off 2.5%. Healthcare fell in a hole, CSL down 0.4% and COH falling 3.3% with RMD a bright spot. Retail on sale, JBH down 3.2% and WES off 1.3% with tech wrecked again, WTC down 4.7% and TNE off 5.0%. XRO trying to find a base. Escaping today. NXT dipped 3.9% and EOS down 16.2% and suspended on a research report from Grizzly.In corporate news, RIO and Glencore are now just friends. REA dived 7.8% on its results on lower listings, NWS dipped 5.4% too on results, TWE ditched 8.0% after a UBS report, down % and WEB crashed 29.5% on a Spanish audit. HMC did a strategic deal with KKR and still fell 2.7%. The ASX Tech sector is on track for a 13% fall this week! Down 4.4% again today.Asian markets eased, Japan up 0.8%, China up 0.2%, and HK down 1.3%US Futures down, Nasdaq down 185, Dow down 13610-year yields eases to 4.82%Want to invest with Marcus Today? Our MT20 portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services. Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.
ASX 200 rallied 71 points to 8928 (0.8%) throughout the day as banks and resources rose in tandem. Tech was shattered again with the All-Tech Index down 7.1%. BHP rose 4.5% to be #1 again as copper bounced back and held gains. RIO up 4.3% and FMG managed a 1.7% rise. Gold miners too bounced back hard as bullion sprinted back over $5000. NST up 6.2% and NEM up 4.3%. Uranium stocks also in demand, NXG up 2.8% and LOT gaining 7.9%. Both STO and WDS rallied hard on crude price rises. Copper stocks were also firm, SFR up 1.2% and CSC rising 3.4%. Lithium a little depressed. PLS down 1.8%. Banks were hot, CBA jumped 2.6% and WBC up 1.5% with the Big Bank Basket up to $277.95 (%). MQG dipped 1.4% and financials fell, ZIP down 9.0% and NWL falling 7.8%. Industrials fell, JBH dropped 1.9% and ALL off 2.8%. Healthcare fell, RMD off 1.6% and COH down 2.5%. Tech was massacred with WTC down 10.7%, XRO smashed 15.9% after an investor day, TNE off 10.5% and 360 off 5.9%.In corporate news, YAL jumped 9.0% amidst Chinese coal demand. AMC rose 3.5% after reaffirming guidance. NEU in a trading halt pending an FDA announcement on NNZ-2591.Nothing on the economic front. Asian markets eased, Japan down 0.9%, China up 0.1% and HK down 0.2%US Futures slightly higher, Nasdaq down 20, Dow up 58 10-year yields steady at 4.86%Want to invest with Marcus Today? Our MT20 portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services. Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.
ASX 200 down 91 points to 8779 (-1.0%) as losses accelerated across Asia. 30-point rally into the close helped somewhat. South Korea was smashed over 4% on AI spending fears and gold and silver fell hard as did oil, as selling spilled over to other assets. Here the banks held up on defensive buying and CBA regained its crown as Number 1. Up 1.4%. The Big Bank Basket higher at $270.11 (0.7%). Other financials under some pressure, MQG falling 0.2% with QBE down 1.0% and SOL falling 2.6%. REITs dipped, GMG down 0.1% and SCG off 1.0%. Healthcare too under pressure, RMD down 1.3% and CSL dropping 2.4%. Tech once again skewered, WTC down 2.7% and TNE falling 0.9%. The All -Tech Index fell 1.2%.Resources bore the brunt of the selling, BHP down 2.3% as copper fell in Asia, RIO off 1.0% and the gold miners under serious pressure, although there were some signs of buying. NST dropped 8.1% and EVN down 5.6% with NEM falling 10.0%. Most arrested declines although failed to bounce. Base metals, copper and lithium stocks also under pressure, LYC down 0.9%, LTR falling 4.0% and MIN dropping 1.5%. Oil and gas stocks under pressure too as crude unravelled on more optimistic Trump tweets on Iran. WDS fell 1.8% and STO down 3.3%. Uranium stocks slid too, as shorts stepped back in.In corporate news, CTD founder and CEO resigned. The stock is still in a trading halt. GNC crashed 14.0% after a guidance update to 30% below consensus on EBITDA. KMD fell 5.2% despite an upbeat sales guidance release.On the economic front, all eyes on the RBA tomorrow. HSBC says it will be the first G10 country to raise rates. Asian markets fell as risk unwound. South Korea fell 4.3% amidst concerns about the sustainability of AI-related spending. US Futures weaker, Nasdaq down 1.3%, Dow down 347. 10-year yields steady at 4.82%.Want to invest with Marcus Today? Our MT20 portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services. Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.
ASX 200 started strong but wobbled ahead of CPI and ended down 8 points to 8934 (0.1%) after CPI nudged higher. Now a 70% chance of a rate rise next week. Most sector of the market slid, Banks off slightly, ANZ down 0.5% and the Big Bank Basket unchanged at $268.50. MQG dropped 1.1% with insurers also weaker, QBE down 1.2% and ZIP came undone, off 4.0%. REITs also under pressure with GMG off 1.1% and SGP falling 0.9%. Industrials pretty weak across the board, WES down 0.7%, ALL off 2.8% and COL and WOW slipped. Tech was again smashed with WTC off 3.8% and XRO falling again. The All-Tech Index dropped 2.8%. Healthcare also saw sellers, RMD down 2.1% and CSL down 1.2%.It was a different story in resources, BHP up 1.7% again, RIO doing well too and gold miners finding buyers again as bullion pushed above $5200. Silver miners also in demand, uranium glowing red hot, no fall out here with PDN up 5.4% and BMN soaring 17.1%. STO and WDS showed a clean pair of heels as crude rose. STO the standout up 3.0%. In corporate news, AUB fell 4.7% after its acquisition and capital raise. ASX dipped slightly after raising expense guidance, BOE soared 10% after cutting cost guidance.In economic news, inflation picked up to 3.8% in December. Blame the Ashes and the Barmy Army. Every economist is now jumping on the rate hike prediction. 70% chance now next week.Asian markets mixed with Japan down 0.6%, China up 0.7% with Indonesia crashes on MSCI moves, down around 7%.US Futures firm, Nasdaq up 150, Dow unchanged - Gold hits record.10-year yields steady at 4.82%Want to invest with Marcus Today? Our MT20 portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services. Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.
ASX 200 kicked another 82 points higher to 8942 as BHP roared back into #1 spot on the ASX. Up 2.6% today. Fair to say resources were a little mixed, gold miners tried hard to suck the same ‘Koolaid' as bullion traders, but failed, with EVN down 0.7% and NEM only up 1.4%. Most other were solid but not spectacular. Lithium and rare earth stocks felt a little pain, LYC down 5.0% and PLS off 2.4%. ILU dropped 4.6% with IPX down 3.8%. Copper stocks fared better as RIO jumped 1.7% and even FMG rose 1.7%. Uranium stocks fell with LOTDB falling the hardest down 7.7%. PDN eased 0.6% lower and BOE dropped 3.7%. WDS and STO pushed ahead on LNG pricing with STO up 2.5% as its first Barossa project cargo left port.Banks were firm, the Big Bank Basket rose to $268.50 (). MQG had a good day in the sun, up 2.3% and insurers did well too, QBE up 1.4% and SUN rising 0.7%. REITs eased back, industrials mixed, WES rose 2.3% and COL and WOW moved higher. BXB fell 1.0% and tech still patchy at best. XRO down 1.4% and WTC up 1.9% with the All-Tech Index up 0.9%.In corporate news, DRO fell 6.5% on a quarterly update, KAR slightly higher after production report, AUB in a trading halt with a $400m placement pending on a UK acquisition. On the economic front, Australian business sentiment rebounded ahead of the Reserve Bank meeting, with confidence advancing to 3 points in December. Asian markets firmed, Japan up 0.6% China up 0.3% and HK up 1.1%. Dow futures down 44, Nasdaq up 142.10-year yields steady at 4.84%.Want to invest with Marcus Today? Our MT20 portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services. Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.
The ASX 200 rallied 66 points to 8849 (0.8%) on Greenland relief despite firmer than expected jobs data putting a Feb rate rise on the table. The reverse of yesterday's moves as banks and industrials bounced back with resources sold off. Some disappointing quarterlies in the gold sector plus some overbought saw profit taking. Bullion prices also eased on the TACO man's latest back flip with pike. Banks were firm, CBA up % and WBC rising % with the Big Bank Basket up to $268.35 (+2.2%). MQG had a good day and other financials also doing well, GDG the exception on quarterly FUM numbers. REITs also doing well despite the unemployment number coming in at 4.1% and the AUD rallying hard. 10-year yields back up to 4.80%. Industrials firmed, retail bounced, WES up 2.5% and CSL rose 1.3% with RMD up 1.9%. Tech still a troubled sector, WTC dropped 0.5% and XRO down 1.2%. The All-Tech Index up 0.6%.In resources, it was reverse all engines. BHP down 0.8% and FMG dropping 5.1% on production disappointment. The gold miners were savaged today, yesterday they were all the rage. EVN gave 4.6% back and NST had another bad quarterly and downgrade leading to a fiery analyst briefing. Off 8.4%. Oil and gas better as was lithium and rare earths. Uranium stocks eked out gains, PDN managed to hold on to gains. Oil and gas stocks better on crude and natural gas pricing. STO up 5.3% on first shipments from Barossa and WDS up 2.9%.In corporate news, S32 maintained its guidance, rising 5.3%, NWL down 3.8% despite second consecutive quarter of FUA growth. DYL up 0.9% on a Tumas update.On the economic front, the jobless rate dropped to 4.1% setting up a rate rise in Feb. Every man and his economist now jumping on the rate rise bandwagon. None got the jobless rate even close. Asian markets mixed, Japan up 2%, China down 0.5% and HK unchanged. Korea hit a record. Dow futures up 104, Nasdaq futures up 75 - 10-year yields higher at 4.80%. AUD cracks 68c.Want to invest with Marcus Today? Our MT20 portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services. Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.
Andrew Pearcey, CEO of the World Defense Show (WDS 2026), joins hosts Lucien Zeigler and Hanaa Almoaibed for an exclusive interview and conversation ahead of the upcoming event set to take place in Riyadh, Saudi Arabia, from February 8 to 12. Andrew shares insights into the unique aspects of WDS and gives us a behind the curtain look at one of the world's premiere defense and aerospace exhibitions and gatherings for the industry, and highlights how the event differentiates itself with live air displays and a focus on integration across various defense domains. The conversation delves into the logistical complexities of organizing such a large-scale event, including collaboration with government entities and the importance of stakeholder feedback. As the show approaches, the TWENTY30 talks with Andrew about the innovations and growth expected at this year's event, aiming to solidify WDS's position as a leading global defense exhibition. Before the conversation with Andrew Pearcey, the hosts catch up as they kick off programming for the new year and highlight some formatting changes going forward as the show continues to grow in audience and engagement.
ASX 200 kicked another 49 points to 8809 (0.6%) as resources continue to soar, banks joined in too with the iron ore majors recovering. Some selling on the close knocked it off highs. CBA was up 0.5% with NAB flying 1.9% higher and the Big Bank Basket up to $272.19 (0.9%). Other financials and insurers also rallying, except GQG which fell 8.6% on latest FUM results. REITS also firm, GMG up 1.1% and SCG rising 1.2%. Industrials and healthcare were a little weaker, retail stocks under pressure, JBH down 3.0%, COL sliding 1.8% and TPW off another 2.7%. MYR dropped 5.1% and BAP continued lower. Tech stocks continued to ease, WTC eased 0.3%, XRO up 0.4%, but TNE down 0.8%. Resources were the drivers again, BHP up 2.3% with RIO bouncing back 2.2%. Gold miners were firm, EVN up 2.0% and NST up 3.6% with lithium stocks also doing well and rare earths in focus. LYC up 1.9% despite news that the popular CEO is retiring. Uranium stocks better and oil and gas weak, WDS down 1.7%.In corporate news, EDV fell 2.9% as it forecast pre-tax profits of between $400-411m. FBU reported a modest improvement in the outlook and ZIP dropped 7.6% on US credit card moves from Trump. 4DX in a trading halt with a placement at 380c.On the economic front, the ANZ-Roy Morgan survey on consumer sentiment was the weakest start to the new year in 15 years.Asian markets firmed, Japan jumped 3.4% on a potential snap election, China up 0.1% and HK up 1.1%. US futures down slightly.10-year yields steady at 4.70%.Want to invest with Marcus Today? Our MT20 portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services. Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.
The ASX 200 jumped 96 points to close at 8796 (1.1%) on a six-week high as Santa seems to have found his plug-in charger. Yesterday was all about the miners, today was all about the banks. CBA rose 2.2% with NAB up 0.9% and the Big Bank Basket back up to $280.18 (1.7%). RBA minutes suggested rate rises and an economy that is doing ok. Maybe too ok. Other financials also did well with MQG up 1.6% and insurers pushing ahead. QBE up 2.0% and SUN up 1.4%. REITs were stars with GMG running hot, up 8.3%, on a $14bn data centre deal, VCX rose 0.8%. Industrials were firm with WES up 1.5% and NCK still feeling loved up 2.8%. ALL rose 1.2% and TAH rallied 1.0% after Macquarie revealed a 5% stake. Tech stocks started to stir at last, WTC up 2.3% and 360 up a modest 2.2%. NXT rose 1.2% and ELS did well up 3.6%.Resources took a bit of a breather despite gold flying, BHP up 1.1% with FMG down 0.4% and the gold miners mixed. NEM up 1.2% and NST fell 0.6%. Lithium stocks remain in favour, LTR up 3.2%. Uranium stocks steady and oil and gas stocks positive, WDS up 1.2% and STO up 0.7% on higher crude prices.In corporate news, SWM unchanged as the merger with SXL was approved. CMM fell 1.8% after agreeing to acquire a project from Tempest Minerals. RHC was 2.9% better, on news to acquire National Capital Private Hospitals in Canberra.On the economic front, RBA Minutes out today. The board has less confidence in its previous assessment that monetary policy is restricting the economy, and that interest rate rises will be considered next year if higher inflation persists. Monthly inflation numbers remain volatile.Asian markets were firm. Japan up 0.3%, China up 0.3% and HK unchanged.US futures – DJ down 49 Nasdaq down 810-year yields eases to 4.76%.Want to invest with Marcus Today? Our MT20 portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services. Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.
The ASX 200 finished the week up 40 points to 8628 for a 70-odd point loss for the week. Banks were firm, CBA up 1.8% and WBC up 1.3% as the Big Bank Basket rose to $274.68(+1.3%). MQG rose 1.5% despite a $35m fine for reporting short sellers. Insurers better. Financials generally better too. ZIP up 3.3% and CGF rising 3.1%. REITs gained slightly as CHC jumped 2.3% and GMG up 0.5%. Tech was a winner today, something we haven't seen for a while. WTC up 3.2% and XRO rising 2.3%. The All -Tech Index rose 1.5%. Industrials generally were firm, JBH up 2.3%, SGH rising 0.9% and SIG having a good day on a broker upgrade.Resources were mixed, BHP dropped 1.2% with FMG under pressure off 3.2% despite a good week for iron ore. Gold miners found their feet with GMD up 1.6% and VAU rising 1.3%. Base metals stocks also in demand, MLX up 4.4% and DVP rising 4.1%. WDS unchanged and STO off 2.1% with uranium stocks bouncing off lows. LOT up 18.8% and PDN up 9.3%. Even BOE rose 11.4%.In corporate news, CTD remain suspended and announced a 'skinny' update. 4DX soared 21.5% on a new US contract, WTC rallied after White was cleared of wrong doing by the board. ABB fell 1.4% after warning the competition regulator's new voice interconnection rates would cut earnings.In economic news, nothing locally, the BoJ raised rates to the highest in 30 years by 25bps. No surprise as inflation stays elevated.Japan raises rates as expected. Japan up 1.0% HK up 0.6% and China up 0.5%US futures – DJ down 93 Nasdaq up 2910-year yields steady at 4.76%.Want to invest with Marcus Today? Our MT20 portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services. Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.
A quiet session on the ASX with the index rising 3 points to 8588. The banks held up with CBA rising 0.7% and the Big Bank Basket rising to $271.08 (0.2%). Insurers better too, other financials drifting lower, REITs better with VCX up 0.8% and SCG up 1.0%. Industrials mixed, ORG fell 2.5% with WOW and COL pushing around 1.0% better, retail was mixed, JBH up 1.6% and APE down 1.4%. Tech stocks making some gains after significant losses, WTC up 1.6% and XRO finding support up 2.5%. REA and CAR also finding support.Resources were mixed, gold miners gave back some of the gains with EVN down 1.1% and NEM off 1.5% with iron ore miners better, BHP moved 1.1% ahead with RIO doing well too. Lithium stocks gave back some gains and uranium stocks under pressure after BOE fell 24.6% on a Honeymoon update. DYL down 7.8% and PDN down 4.8%. In oil and gas, the big news was the surprise resignation of WDS CEO Meg O'Neill to take up the helm at BP. WDS dropped 2.7% on the news, STO rose 1.0% as crude rose.In corporate news, BAP rallied 15.5% from lows on the CEO resignation. APA rose 1.2% after selling 20% interest in GDI. BEN fell 1.5% on AUSTRAC news as it continues to investigate.On the economic front, NZ GDP grew at 1.1% last quarter.Asian markets weaker again, Japan down 0.2%, HK down 0.3% and China up 0.4%.US futures: Dow down 23 Nasdaq up 9110-year yields steady at 4.75%.Want to invest with Marcus Today? Our MT20 portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services. Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.
The ASX 200 slipped another 36 points to 8598 (0.4%) as we wait for US data and Futures turned negative. Asian markets also under pressure as the AI trade sees air leaving. Banks slipped, CBA steady, WBC down 1.1% with the Big Bank Basket down to $271.96 (), other financials falling, ASX down another 2.9% with GQG off 3.1% and MQG bucking the trend up 0.2%, Insurers were firm, SUN up 0.8% and MPL rising 0.4%. REITs slid lower, GMG down 0.1% and VCX falling 1.6%. Tech stocks in trouble again, WTC down 3.0% and XRO off 2.0% with the All-Tech Index down 1.6%. Retail fell, JBH down 1.0% and healthcare also under pressure. PME down 3.3% and COH falling on deaf ears, off 1.4%.Resources tried hard to hold up, gold miners saw profit taking again, NST down 2.4% and NEM off 0.6%. BHP and RIO went sideways, FMG dropped 2.8% and oil and gas stocks fell hard on crude prices, WDS down 2.3% and STO off 2.1%. Uranium stocks under pressure again on the AI trade. PDN off 4.8% and WHC falling 1.2%.In corporate news, REA fell 1.7% on news Google is entering the housing ad space. SXE rose 2.5% on a new order, DRO soared 22.2% on a $50m order from Europe. SGR unchanged after Steve McCann resigned. ORI up 2.8% after its AGMOn the economic front, ANZ- Roy Morgan Consumer sentiment eased and two major banks predicted rate rises for February.Asian markets fell hard on AI fears, Japan down 1.3%, HK down 1.9% and China off 1.4%.US futures were down, Dow down 160 and Nasdaq down 168.Want to invest with Marcus Today? Our MT20 portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services. Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.
Ce 237e épisode de Pos. Report reçoit le skipper Charles Caudrelier et Cyril Dardashti, directeur général du Gitana Team, pour revenir sur la présentation le 3 décembre à Lorient du nouveau Gitana 18.Avec eux, nous passons en revue toutes les innovations du dernier-né des Ultim, conçu par Guillaume Verdier en collaboration avec les ingénieurs du Gitana Team. Charles Caudrelier explique que le cahier des charges initial était de permettre au bateau d'être beaucoup plus stable en vol que ne l'était le précédent, Gitana 17 (devenu Actual Ultim 4).D'où un cockpit intégré à la plateforme, tout en respectant les nouvelles règles de visibilité de la classe Ultim, pour un meilleur aérodynamisme, un mât-aile équipé de barres de flèche dynamiques inspiré des bateaux de la Coupe de l'America et des appendices particulièrement travaillés.Charles Caudrelier détaille ainsi les raisons qui ont conduit à des foils en Y réglables en trois dimensions, des safrans en U inversé dont la pelle reste ne tourne pas pour éviter la déformation, une aile de raie métallique sous la dérive. Il explique également pourquoi le Gitana Team a décidé de concevoir un pilote automatique en interne, avec la société WDS, un pilote plus “intelligent” qui devrait être synonyme de gain de performance.Les attentes pour ce nouveau bateau, qui devrait naviguer en février 2026 ? Un vol bien plus stable, donc des moyennes plus élevées, répond le skipper, qui s'est déjà beaucoup entraîné en simulateur. Reste à valider tout ça en mer, avec un programme bien chargé en 2026, explique Cyril Dardashti, et d'ores et déjà des objectifs élevés sur la Route du Rhum.Diffusé le 9 décembre 2025Générique : Fast and wild/EdRecordsPost-production : Théo LevillainHébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.
The ASX 200 pushed 15 points higher to 8580 (0.2%) in another quiet directionless day of trade. Banks were steady with the Big Bank Basket at $263.74 (0.3%), MQG fell 1.2% as the German Cum Div case ramps up. Other financials were mixed with ZIP down 10.6% on some US states querying BNPL fees. REITs rose led by GMG up 0.3% and SCG up 2.2% with industrials mixed, TLS up 0.8% and WOW and COL better. CPU bounced 2.7% with tech stocks easing back again, WTC down 2.3% and TNE continuing to fall. The All-Tech Index dropped 1.2%. In resources, the iron ore miners pushed higher again. BHP up 1.1% and RIO gaining 1.7%. Gold miners were mixed, PRU up 1.4% and VAU doing well. Lithium stocks steady, oil and gas stocks better, WDS up 1.0% and STO rising 0.9%. Uranium sector mildly positive.In corporate news, CKF fell 3.5% after a trading update, PNR dropped 11.9% as Tulla Resources sold down its stake. MAQ completed its 47MW Sydney AI data centre.In economic news, the Balance of Payments fell $500m in September quarter. A deficit of $16.6bn.Asian markets mixed, Japan recovered 0.2% with HK up 0.1% and China down 0.6%.10-year yields pushed higher again to 4.61%.US Futures steady.Want to invest with Marcus Today? Our MT20 portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services. Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.
The ASX 200 dropped 49 points to 8565 (0.6%) after a promising start. US futures in the negative hurt sentiment, together with Japanese losses on higher rates coming. Losses pretty much across the board, CSL fell 1.4% on vaccine concerns, the banks wilted with the Big Bank Basket down to $262.95 (0.7%). ANZ falling 1.3% and financials under pressure, HUB down 4.5% and NWL falling 4.0%. MQG dipped 0.4%. REITS slid with SGP down 2.3% and VCX off 1.2%. Industrials also sliding, TLS down 1.2% with CPU falling 3.3% and REA off 0.8%. Tech slipped, WTC down 2.6% and TNE falling 2.1%. Retail also in the doldrums, TPW resumed the dive, off 7.3%, APE similarly off 2.1% and NCK down 3.0%.In resources, Iron ore majors held firm, gold miners were mixed despite bullion rising, EVN down 1.9% and lithium stocks depressed, PLS off 3.2% and MIN down 3.9%. Oil and gas stocks rose, WDS up 0.9% and uranium stocks mixed.In corporate news, AUB smashed 17.8% lower as the bid was withdrawn, TWE has cleared the decks for the new CEO with a $687m impairment on US goodwill. PME dipped 1.6% on another order, the ASX itself had issues this morning with its announcement platform falling 2.8% as many stocks were put into a trading halt.Nothing on the local economic front. Japan opened the door a little further on rate rises.Asia markets mixed, Japan down 1.8%, China up 0.8% And HK up 0.8%.10-year yields pushing to 4.56%.US futures – Dow down 267 Nasdaq down 273. The holiday season is over.Want to invest with Marcus Today? Our MT20 portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services. Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.
Looking for ADVENTURE ? Then welcome to our North Mountain-sized, can't-miss episode of the Dedicated to Disneyland Paris Podcast! Your hosts Beth and Marq are coming at you with a special, off-schedule recording because the news from Disneyland Paris this week was just too big and too exciting to wait. Strap in to your sleighs for a quick news roundup that covers everything from some significant shifts for Annual Passholders (let's just say your wallet might feel a little lighter) to some fun new Zootopia activities popping up in the Walt Disney Studios Park. We've also got the scoop on some fancy new menus, including one item that costs more than a pair of Mickey ears… and it's not even a full meal! But consider all of that just the pre-show, because the reason we had to hit record again so soon is the plethora of massive, resort-changing announcements for WDS. We get deep into the enchanting, festive details of the brand new World of Frozen, from its stunning centerpiece to a magical boat ride and a celebration with some special, never-before-heard music. We'll even tell you the exact day this whole stunning new area is slated to officially open !! And that's not all! We're pulling back the curtain on the incredible transformation of Walt Disney Studios Park into Disney's Adventure World. We're talking a stunning new central lake, a breathtaking new nighttime spectacular that uses world-first technology you have to see AND hear to believe, and a magnificent new character dining experience that will have you dining like royalty alongside some of your favorite princesses in brand-new, exclusive outfits. After all that earth-shattering news, we share a wonderful listener mail trip report from the fantastic Cassy, who shares some hilarious and heartwarming tales from her family's adventure, including which rides had her kids begging for more and the one character encounter that didn't quite go as planned. This episode is absolutely packed from start to finish. You won't want to miss a single second of the magic, so press play now and get our take on everything happening at Disneyland Paris Links mentioned in this episode : NEW Annual Passes : https://www.disneylandparis.com/en-usd/offers/disneyland-pass NEW Fleur de Lys Menu : https://media.disneylandparis.com/d4th/en-gb/images/H01R00_fleur-de-lys-bar.pdf NEW Auberge de Cendrillon Menu: https://media.disneylandparis.com/d4th/en-gb/images/P1NR01_auberge-de-cendrillon.pdf NEW Steakhouse Menu: https://media.disneylandparis.com/d4th/en-usd/images/D01R08_steakhouse.pdf Book with Easy Go Shuttle private transfers : www.easygoshuttle.com/disneyland-transfers.
A solid start to the week with the ASX 200 up 109 points to 8525 (1.3%). Across the board gains, with US futures pointing slightly higher too. Banks were better led by CBA up 1.2% and the Big Bank Basket up to $268.55 (1.1%). Financials were generally firm, even GQG up 0.6% and SOL rising 1.8% as it joined with Genesis to make a bid for MVF at 80c. Insurers rose, QBE up 1.4% and REITs did well, GMG up 2.1% and SGP rallying 2.3%. Industrials in the green, WES up 0.2% and ALL rising 0.5% with TCL up 2.0% and RMD up 2.2% better in healthcare. CSL too had a good day. PME rose 3.5% on new orders in America. TLS rose1.9 % and REA up 1.9%. Resources were mostly better, BHP up 0.6% with its on/off bid for Anglo, RIO rose 1.1% and FMG up 1.9%. Lithium stocks gave back some recent gains, MIN down 3.2% and PLS down 3.6% with gold miners up, GMD up 1.3% and rare earths also doing better. Oil and gas stocks slid on crude falls, WDS down 1.3% and uranium stocks slightly better.In corporate news, QUB were approached by Macquarie with a 520c NBIO whilst MVF rose 44.3% on a 80c bid. MYX returned to trade after the Treasurer knocked back the Cossette bid. DRO rose 1.8% after some more news on the recent share sales and a new US MD. IRE soared 8.0% before a trading halt concerning continuous disclosure.Asian markets weaker with Japan closed for a holiday, China down 0.6% and HK up 1.4%.European markets set to open higher again.Want to invest with Marcus Today? Our MT20 portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you.If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services. Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.
The ASX 200 dropped another 136 points to finish at 8417, bring total losses for November to 5% so far – placing it on track for the worst month since September 2022. Resources were pummelled, BHP fell 3.2% on Chinese ore embargoes with RIO off 3.2% and FMG tumbling 5.5%. Gold miners were also hit hard despite bullion holding up, NEM down 6.1% and EVN off 4.5%. Lithium stocks saw selling back in aggressively, LTR down 8.4% and PLS off 6.9%. Base metal stocks and rare earths in trouble too, ELV down 11.8% and ILU down 11.6%. Energy stocks also under pressure, WDS down 2.7% and STO falling 3.0%. Industrials were less affected, TCL down 1.4% and GMG off 3.6% with WES down 1.4% and retail falling after LOV down 13.8% on guidance and AX1 crashing 15.4% on similar negative guidance. Banks saw selling, CBA held firm, the other three off, the Big Bank Basket down to $265.65 (%). Other financial slid, HUB down 3.3% and NWL off 4.5%. Tech was mixed, WTC gained 2.4% on reaffirming guidance at the AGM. The All-Tech index falling 0.8%.In corporate news, MYX saw its shares halted after a big fall and the Treasurer knocking back the bid. KGN rose slightly on an update, REH better despite a 18% fall in EBIT. WJL got BGH to pay 91c in the takeover battle. In economic news, nothing locally, Japanese inflation came in stronger than expected. Asian markets weaker with Japan down 2.5%, China down 1.9% and HK down 2.1%.European markets set to open weaker again.Want to invest with Marcus Today? Our MT20 portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you.If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services. Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.
The ASX 200 started positively to fade to a loss of 21 points to 8454 (0.3%). Banks showed weakness with more slippage as the Big Bank Basket fell to $264.08 (-1.3%) CBA off 1.3% and ANZ down 2.0%. MQG continues to slide, down 1,4% and HUB off 1.1%. GQG is enjoying a rare moment in the sun, up 9.1% as it is pursuing an anti-AI tilt. Insurers eased, REITs were slightly firmer, GMG bouncing back 1.1% and VCX up 2.0%. Industrials were mixed again, ALL up 0.8% and LNW gaining 4.4%. Retailers fell, TPW down another 2.3%. GYG continues to suffer, off 4.3%, DMP down 0.2% as the shorts move back in. Tech found some bargain hunters, WTC up 0.4% and TNE stumbling around. Unchanged in the end. In resources, we saw a rebound in BHP and FMG, gold miners were back with bullion up to $6280 and EVN up 2.0% with GMD up 2.9%. Lithium stocks paused, rare earth stocks rose, Oil and gas stocks rose, WDS up 1.2% and uranium stocks modestly better. In corporate news, DRO, down 19.6%, shot out of the air as its US head left in a hurry. WJL got a 90c NBIO offer from Helloworld, NUF soared 10.8% on stronger guidance and KMD rose 2.1% on Q1 sales.In economic news, wage growth came in as expected at 3.4%. Asian markets quietly mixed with Japan up 0.1%, China up 0.2% and HK down 0.5%.European markets set to open weaker.Want to invest with Marcus Today? Our MT20 portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you.If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services. Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.
A nasty start to the day accelerated to a loss of 167 points (-1.9%) on the ASX 200 as RBA minutes and US futures took us down. The big three sectors were hit hard with the iron ore miners smacked. BHP off 3.7% on UK court ruling and RIO off 2.7% with FMG falling 2.0%. Energy stocks also slipped, WDS down 1.9% with STO off 0.6% and uranium stocks under pressure. Gold miners too sold off as bullion slipped, NST down 5.6% and EVN down 5.2% with lithium the only sector that saw any green. PLS up 3.3% and LTR up 2.1%. Banks were also sold down hard, WBC fell 3.0% and CBA down 1.7% with the Big Bank Basket falling to $267.54 (-1.8%). Financials also in the seller's sights, NWL fell 6.2% and MQG off 1.7%. Insurers fell, QBE down 1.4% and REITS under pressure too. GMG off 3.0% as a tech play on data centres. Industrials saw across the board selling, WES fell 1.2% and REA off 2.4% with CAR falling 3.2% as TLS down 0.2%. Tech stocks were decimated after TNE disappointed, off 17.2% despite a special dividend. WTC fell 4.6% and XRO tumbled 3.3% with the All-Tech Index down 4.3%. In corporate news, JHX rallied 9.9% on better-than-expected results, AGM's dominated. BSL fell 1.7% on EBIT to land at the bottom of guidance range. CAT tested a life with a 11.7% fall on a growth rate of 19%. ALQ fell 2.9% on better numbers. PLT was a rare bright spot after a jump in first half profits, up 6.8%. On the economic front, RBA minutes took rate cuts off the table. Australian consumer confidence rose 0.7% too. Asian markets weaker with Japan down 2.9%, China down 0.3% and HK off 1.6%.European markets set to open weaker.Want to invest with Marcus Today? Our MT20 portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you.If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services. Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.
The ASX 200 closed up 2 points to 8636 in a quiet session ahead of a big week in the US. Good comeback after a near 50 point fall this morning. Some signs of confidence returning with banks seeing a resumption of the sell CBA, buy the other three switch. The Big Bank Basket fell to $272.47 (-0.4%) as CBA dropped 1.0%. MQG ex-dividend today, down 2.3% with financials slightly firmer, QBE up 0.5% and HUB up 2.7% with NWL gaining. REITs firmed, GMG up 0.5% and CHC up 1.7% with industrials finding their feet, LNW up 3.3% with WTC up 1.2% although XRO fell another 0.1%. Retailers firmed, UNI up 1.7% and PMV up 2.1% with DMP gaining another 5.1%. GYG continue to fall, down 1.8%. Healthcare eased back, RMD under pressure off 2.1%, CSL down 0.8% and SHL slipping 1.5%. Resources were mixed, BHP fell 0.6% on the UK court ruling, RIO and FMG both better on higher iron ore prices in Asia, lithium staged a comeback, PLS up 3.7% and IGO rising 0.9%. LYC also bounced 5.5% with gold miners mixed. No significant damage done. GMD up 2.5% on a broker upgrade. Energy stocks all better, WDS up 0.9% and ALD rising 3.8%. IPX fell 3.0% after a return to trade following a report from Spruce Capital.PME jumped 4.2% on another $44m deal with Advanced Radiology. Some management changes, RHC rose 1.8% on a new CFO, MSB rallied 5.0% on a new CFO too with FPR better on an acquisition. ELD gained 6.3% on better than expected results.Nothing locally on the economic front. RBA board member wrote a column on the RBA mandate. In Japan, GDP came in better than expected.Asian markets weaker with Japan down 0.4%, China down 0.4% and HK off 0.6%.European markets set to open slightly weaker.Want to invest with Marcus Today? Our MT20 portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you.If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services. Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.
The ASX 200 slipped again by 19 points to 8800 (0.2%) as CBA continued to weigh, off another 3.1% with the Big Bank Basket down to $279.76 (-1.6%). Joining in the casualty list were 360 off 13.1% on disappointing numbers and ALL down 7.5% as it came up lemons. Our dismal tech sector continues to slide as XRO head lower still, off 2.2% and WTC down 0.8%. REA fell 2.5% and CAR down 1.0%. Industrials were ok, TCL up 0.5% and WES gaining 0.7% with COL and WOW better, TLS gained another 0.4%. GYG continue to be wrapped lower, down 2.0% and TPW also fell hard today, off 4.4%.In resource land, iron ore improved in Asian trade, BHP up 0.6% and RIO sprinting 2.3% ahead. Gold miners were modestly better, NST up 1.4% and EVN up 2.0%. Lithium stocks better, LTR up 6.1% on its new auction platform, MIN roared 9.2% ahead on selling part of its lithium business to POSCO. LYC slid 2.7% with uranium stocks weaker. Oil and gas stocks better with WDS up 1.4%. Coal stocks weaker. In corporate news, FLT rose 1% on an earnings update, NWL fell 0.4% after surviving a protest vote at the AGM, MP1 resumed trade after capital raising. A1N dropped 9.7% on much weaker ad revenue. DMP rose 1.8% after an AGM update.In economic news, investor loan numbers, in Asia hopes for more Chinese stimulus helped iron ore prices higher.Want to invest with Marcus Today? Our MT20 portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services. Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.
The ASX 200 fell 17 points to 8824 (0.2%) as CBA stumbled 6.6% lower on trading update. Every 1% is a 10-point fall. This wiped any thoughts of gains off the table. The Big Bank Basket fell to $284.31 (-3.8%). WBC bucked the trend in the banks, up 1.3%. Financial generally flat, MQG up 0.7% and QBE rising 0.6%. Industrials generally firmer, TCL up 1.0%, WES up 0.6% and WOW and COL slightly firmer. REITs firmed, GMG up 1.5% and SGP rising 1.3%. TLS also had a good day up 1.0%. Tech remained becalmed,.XRO flat and WTC off 0.3%. The All -Tech Index flat. Resources were firm. BHP, RIO and FMG were steady, but gold miners showed strength, NST up 3.2%, NEM up 4.3% and GMD rising 2.8%. Lithium stocks were also very strong, PLS up 7.5% and MIN up 6.0%. Oil and gas better, WDS up 1.6% and uranium stocks steady. In corporate news, CBA was the focus. Comments from Matt Comyn on competition and a reduction in NIM sent the stock down %. SCG rose 0.7% on a trading update. BEN also falling hard on cash earnings of $120,7m down 8.5%. COL flat on CEO comments at the AGM. EDV announced a new head of Dan Murphy's.Westpac-Melbourne Institute Consumer Sentiment Index surged 12.8% to 103.8 points in the past month. Asian markets easing back slightly. Want to invest with Marcus Today? Our MT20 portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services. Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.
The ASX 200 kicked 66 points higher to 8836 (0.8%) as news of a Senate vote to end the shutdown brought risk appetite back. ANZ results helped the banking sector as the market warmed to the transformation story, with the stock hitting record highs, up 3.2%. The Big Bank Basket rose to $295.69 (0.2%) with CBA slipping slightly.Financials were better, as MQG found some analyst love and ZIP rose 4.5% on Nasdaq listing news. NWL rallied 2.4%, with XYZ bouncing hard, up 6.9%. Insurers firmed; REITs were mixed, with GMG down 1.3% and SCG up 0.7%.Healthcare was also mixed as CSL fell 0.1% and RMD rose 0.6%. Industrials perked up after a lacklustre start, TLS up 0.6% with QAN rallying 2.3%, and the tech space doing well — WTC gained6.2 % and XRO rose 1.0%, with the All-Tech Index up %.Resources were also in demand — gold miners kicked higher, NST up 3.5% and EVN up 3.9%. Lithium stocks enjoyed a day out, PLS up 9.2% and MIN gaining 4.0%. Rare earth stocks were back in favour, LYC up 4.8% and ARU rallying 7.8% to its SPP price. Energy stocks were also in demand, WDS up 1.2% and PDN rose 7.9%, with LOT up 5.9% as uranium found favour.In corporate news, MND rose 11.0% on a trading update, DOW hit a five-year high on a solid opening higher $750m Chevron deal, and DNL exploded 7.8% higher on improved results. AUB flat on news that CVC Asia joined the fray. AGL rose 1.6% after it agreed to divest its stake in Tilt Renewables. MYX fell 5.9% on news Cosette will appeal the court decision.Asian markets – HK up 0.9%, China off 0.1% and Japan up 1.3%. US futures strong on shutdown hopes. Nasdaq up 307 Dow up 98. European markets set for a strong opening. Want to invest with Marcus Today? Our MT20 portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services. Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.
Six years ago, I launched a new venue, The Jake's Take with Jacob Elyachar Podcast. The podcast has welcomed guests across the entertainment and lifestyle industries. The guests have ranged from Emmy-winning journalists such as Anne Trujillo, Elex Michaelson, and Michael Mackie, and Emmy-winning actor Mike Manning, to Tony-winning producer Evan McGill and Reality TV legends such as Beth Stolarczyk, Derrick Kosinski, Ethan Zohn, Jon Brennan, Mark Long, Rachel Reilly, Rob Cesternino, and Syrus Yarbrough. I am incredibly grateful to all the publicists and talent management teams who trusted me with their clients. I am grateful for the friendships that I built along the way with my podcasting colleagues and guests. They include my friends over at AGT Time Pod, Brent Wolgamott (who was my first guest), Challenge Historian's Jacob, Challenge Mania's Derrick and Scott Yager, Drew Angelman, Josh Skinner, Matt Cohen, Mike Lewis, Paige of Most Likely & TikTok, Tony Berado, and Wes of Thinking Critical. I want to thank my dear friends and family who supported my podcasting journey, especially my mom, Gloria, my dad, Matthew, my brother, Aaron, my sister-in-law, Whitney, my nephew, Nash, my nieces, Emory and Kennedy, and my doggy nephew, Maxwell. Finally—and most importantly—I want to thank you—the listeners from over 80 countries—for taking time out of your schedules to watch and listen to my content! I am grateful for your continuous support. For my sixth anniversary episode, I am delighted to welcome my longtime friend, Becky Wilson! Becky runs WDS Marketing and Public Relations. WDS is a boutique agency with a unique and proven niche. Their focus is on helping savvy entrepreneurs and clever business owners tell their stories. Results included increased awareness, enhanced credibility, and new relationships in the business community. Becky leverages media, accolades, events, and other prime opportunities to elevate client brands and help them become known in the most positive, dynamic, and delightful ways. WDS received honors from the Kansas City Business Marketing Association's Fountain Awards program and the Kansas City Public Relations Society's Prism Awards. Becky Wilson has been honored twice by the U.S. Small Business Administration as a regional “Women Business Champion.”She is the co-founder of the Kansas City Council of Women Business Owners (KC-CWBO), which was designated as one of the most outstanding women's business organizations in the United States by the Stevie Awards for Women in Business. WDS offers pro bono and discounted services to select nonprofit and business organizations each year. We have recently assisted the Samuel U. Rodgers Health Center, the Center for Spirit at Work, and the KC-CWBO. They also volunteer for committee work and currently serve on the membership committee of the Asian American Chamber of Commerce of Kansas City. On the latest edition of The Jake's Take with Jacob Elyachar Podcast, Becky Wilson shared WDS Marketing and Public Relations' origin story. She also talked about her passion for America's Got Talent (AGT). Become a supporter of this podcast: https://www.spreaker.com/podcast/jake-s-take-with-jacob-elyachar--4112003/support.
The ASX 200 managed to cling to small gains today, up 26 points to 8828 (0.3%).NAB fell 3.3% after results saw some profit-taking on low growth, WBC down 1.2% as it went ex-dividend. Insurers were better, with QBE up 1.7% and MPL up 0.8%, while other financials remained sloppy and weak.Industrials generally mixed — TLS up 0.6%, TCL up 0.8%, and ALL rising 1.3%, with WES slipping 1.2% again, and JBH falling 3.1%. Travel stocks also fell, WEB down 2.7% and FLT losing altitude, off 1.4%.One bright spot was LNW, up 8.2% on a better-than-expected quarterly. DMP also gained 4.7% as shorts covered, just in case. Tech was slightly firmer as WTC rallied 0.6% and XRO up 0.5%, with the All-Tech Index up %.Resources firmed — BHP up 1.6% despite iron ore falling again, RIO also doing well. Gold miners were better on a bullion price increase, NST up 2.8% and NEM rising 2.8%. Rare earths were still under some pressure, as was the uranium space, while oil and gas firmed, WDS up 1.6%.In corporate news, ZIP fell 4.2% after its AGM reaffirmed guidance — perhaps the market was looking for another upgrade. JHX tumbled again, down 12.7%, as it went into a trading halt and blamed index rebalancing for the earlier sell-off. TAH dropped 3.0% as Aware Super sold down, and AMC rallied 5.0% on first-quarter results.On the economic front, Balance of Payments data was released today, showing the seasonally adjusted balance on goods increased by $2.827bn in September.Asian markets - HK up 1.6% China up 1.3% and Japan bouncing 1.6% 10-year yields squeezed to 4.36%.US Futures, Nasdaq down 19. Dow up 13. Tesla vote tonight.European markets set for a flat opening.Want to invest with Marcus Today? Our MT20 portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services. Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.
The ASX fell another 12 points to 8802, well off lows, as resources were slammed hard. The market finished well off the lows of the day as US futures recovered from heavy early losses. Banks held up again, CBA up 1.3% and the Big Bank Basket up to $297.93 (+0.9 % ). MQG dropped 0.4%, and financials were mixed — ASX up 1.6% and GQG off 1.7% again. Insurers saw small gains, SUN up 0.6% and MPL up 1.2% on an acquisition. Industrials were mixed, TLS rose 1.5% with BXB recovering slightly, WOW and COL rose, and TCL up 0.8%. Tech stocks fell, XRO off 0.9% and WTC continuing to fall off 1.4%. The All-Tech Index was down 1.7%. Healthcare stocks were mixed — CSL fell 0.4% despite a briefing on vaccines this morning, RMD up 0.6%, and PME slipping 1.4%.Resources tumbled, BHP off 0.5% with FMG down 2.5%, though well off the lows. Gold miners saw small losses even as bullion pushed higher. Lithium stocks fell hard, PLS down 3.3% and MIN off 3.4%. Rare earths saw heavy losses, LYC off 3.3% and ILU down 3.6%. Second-liners like ARU fell 5.7%, well below the SPP placement price of 28c.In corporate news, TYR appointed Nigel Lee as new CEO, GMG fell 3.4% on an AGM update. WDS looking to boost cashflow.Nothing on the economic front here. Asian markets crumbled in places — the Nikkei 225 dropped the most since April, as tech valuations came under scrutiny.Asian markets - HK up 0.1% China up 0.1% and Japan down 1.5% 10-year yields 4.31%. US Futures off lows, Nasdaq down 52. Dow up 56.Want to invest with Marcus Today? Our MT20 portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services. Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.
The ASX 200 dropped another 81 points to 8814 (0.9%) as the RBA kept rates unchanged as expected. Banks and iron ore miners synchronised falls, with the Big Bank Basket down to $295.15 (-0.4%). WBC saw buyers up 1.5% on broker comments post the result. CBA down 0.8%. Insurers and financials slid, MQG down 0.8% and QBE off 0.7%, with SOL continuing to flounder off another 1.7%. REITs under pressure again, GMG off 1.9% and SGP falling 1.1%. Industrials weaker with some exceptions, DMP, LNW and PWH in the green. WES lost another 0.8% with JBH off 1.9% and SUL falling 2.8%. Tech eased back again, XRO down another 1.6% and WTC falling 1.5%.In resources, iron ore miners under pressure with prices off in Asia. BHP down 1.9% and FMG dropping 2.7%. Lithium and rare earths seeing profit taking, LYC down 1.2% and MIN off 2.3%. Gold miners were generally steady. Oil and gas eased, WDS down 0.7%, and uranium stocks fell back to earth.In corporate news, GEM fell 13.0% on an earnings update, LNW to delist from Nasdaq, CCX jumped 8.8% on positive momentum in trade. NVX crashed 10.6% as Stellantis pulled out of its agreement.On the economic front, the RBA left rates unchanged. Capital Economics believes the Reserve Bank will still lower interest rates twice next year, with the first reduction coming in the third quarter.Asian markets mixed, HK up 0.2%, China down 0.4% and Japan down 0.5%. 10-year yields 4.34%. US Futures easing back, Dow off 189 and Nasdaq falling 218.Want to invest with Marcus Today? Our MT20 portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services. Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.
The ASX 200 started badly down some 40 points but rallied to close up 13 at 8892 (0.2%). Once again it was the banks that led the turnaround with WBC numbers pleasing and the sale of the RAMS Home Loan book also a positive. The bank closed up 2.8% with the Big Bank Basket at $297.33 (+2%). CBA kicked up 2.3% and other financials were mixed. REITs slid with GMG down 0.2% and SGP off 0.8% and insurers also fell, QBE down 1.2%. Industrials ended up mixed, after a sluggish start, WES up 0.3% and REA bouncing 1.1%. Tech stocks did better, WTC up 0.6% and XRO rallying 2.3%. In the healthcare space, RMD fell 4.3% on its results, CSL continued to drag the sector down, off another 1.7%.Resources were weaker on Chinese data, BHP down 0.2% and rare earths spluttered lower, LYC off 8.1% and lithium depressed, PLS down 5.2% and LTR off 0.4%. Gold miners eased back as bullion tested $4000, NST down 2.0% and EVN off 2.5%. Oil and gas stocks rose as crude pushed ahead, WDS up 1.3% and STO up 1.1%, uranium drifted lower, PDN down 2.0%.In corporate news, DRO steady on a Latin American order, DMP rose 0.2% after selling its printing business.Asian markets mixed, HK up 0.1%, China up 0.2% and Japan up 0.9%.10-year yields 4.35%. US futures slightly higher.Want to invest with Marcus Today? Our MT20 portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services. Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.
WDS
The ASX 200 fell 43 points to 9012 (0.5%) as resources were sold off heavily. Two blue chip casualties today too in CSL on a downgrade and delays to its demerger plans and WTC on ASIC raid on offices. Both falling heavily, CSL off 15.9% and WTC down 15.9% too. The All-Tech Index fell 1.1%. Gold miners under serious [pressure again today with NEM down 4.1% and NST falling 3.1% as bullion fell below US$4000. The Iron ore majors fared better with small losses, but rare earths dropped in a brutal sell down, LYC fell 13.9% and ILU down 5.2% with lithium stocks back on the chopping board as LTR dropped 12.8% and PLS fell 6.1%. Oil and gas stocks eased, WDS down 1.7% and uranium stocks fell, PDN down 4.4% and DYL off 2.5%. Banks though and other defensives were in demand. CBA up 1.4% and NAB rising 2.5% with the Big Bank Basket back up to $295.24 (+1.4%). Insurers gained too. QBE up1.5 % and SUN up 2.2%. Broker AUB got a NBIO from Swedish private equity, up 5.9% and SDF rose in sympathy. Industrials firmed, WES pushing ahead again, up 2.8% TLS up1.0 % and COL gaining 1.6%. In healthcare CSL weighed and tech stocks fell, WTC being responsible. In corporate news, media speculation on Bain Capital bidding for all or some of DMP saw the stock rocket before denial and profit taking killed it, still up 7.2%. FLT fell 0.9% as it sold its Cross Hotels business. On the economic front, Trump was in Japan meeting new PM Takaichi as the Fed kicks off its meeting tonight.Asian markets mixed ahead of framework trade deal, Japan down 0.8%, with HK and China mildly positive.Want to invest with Marcus Today? Our MT20 portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services. Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.
The ASX 200 drifted 14 points lower to 9019 (0.2%) in cautious trade ahead of the latest US CPI tonight. For the week, we are up around 24 points. Not that exciting, but plenty happening beneath the surface as usual. Banks eased back today with CBA down 0.8% and the Big Bank Basket down to $289.13 (). Other financials also drifted lower, NWL down 2.2% and HUB off 2.1 %. ZIP fell 1.0% and insurers flat too. REITS held firm generally as did industrials. BXB up 0.1% and SGH rising 0.8%. Some buying in tech stocks, WTC up 3.0% and XRO still struggling, up 0.2%. The All-Tech Index up 0.6%. In resources, BHP and RIO rose slightly, FMG down 1.5% and gold miners were generally easier again, NEM quarterly probably not helping, off 4.4%. Lithium had a day out following better than expected quarterly from PLS up 9.1% and LTR up 10.4%. Looks like some more short covering kicking in too. Oil and gas mixed, WDS up 1.0% and STO down 1.2%. Uranium firmed ever so slightly, PDN up 0.1% and DYL off 4%.In corporate news, CTD released a positive update but still suspended due to past issues. WHC fell 0.4% on its quarterly and CCL gained 1.0% on ACCC approvals with NCK seeing its chair retiring. MGX cratered 26.6% following the recent seismic event on Koolan Island which has now brought forward the closure of the mine. CRN confirmed a roof fall but denied a collapse.On the economic front, Japanese CPI rose, Trump terminated talks with Canada after an ad and China revealed its cunning plan to revitalise its economy. Asian markets better Japan up 1.4% China up 1.0% and HK up 0.7%.10-year yields rise to 4.14%.European markets opening around 0.1% higher. US CPI in focus.Want to invest with Marcus Today? Our MT20 portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services. Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.
The ASX opened down, and has stayed down all day (-0.7%). Energy is the clear winner of the major sectors (+1.32%) thanks to a modest rise in oil overnight and a positive update from WDS (+3.5%). Gold stocks opened sharply lower but mostly held the line for the remainder of the day. No doubt gold will be watched closely from here to see if the correction continues. One item of interest today for lithium is PLS CEO Dale Henderson telling Bloomberg that power storage is helping to offset lower EV sales in the US. He said the energy is growing “leaps and bounds”. The sector should keep growing each year for the next decade. That may have helped PLS finish flat today despite lithium shares overseas down overnight. LTR was down -1.4%. Tech shares got a strong bid with XRO (+1.75%), CPU (+0.43%) and XYZ (2.2%) up and about plus smaller names even better NXL (+3.7%) and WBT (+18.8%). US futures have turned positive since midday.Want to invest with Marcus Today? Our MT20 portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services. Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.
The ASX 200 rallied 37 points after a weaker start to 9032 (0.4%) as banks broke on through. With CBA up 2.6% and NAB rising 1.4% and the Big Bank Basket up to $292.49 (+1.9%). Insurers bounced back from Friday's heavy losses, QBE up 3.7% and IAG rising 2.2% with financials also doing well, CGF up 1.1% and ZIP up 4.3% on quarterly numbers. REITS back in favour, GMG up 0.7% and SCG rising 1.5%. Industrials too were back in demand, BXB rallied 2.0% with REA up 1.2% and WES rising 1.0%. Tech stocks a little better for a change, WTC up 0.9% and XRO putting on 0.3%. Resources were generally weaker, gold miners under pressure again on profit taking, NST down 3.6% and EVN falling 4.9%. Iron ore miners eased, but rare earths were back in vogue. LYC up 6.6% and ARU leading, UP 18.5%. PLS rose 2.2% with DTR up 7.5% on Colosseum news. A better day for oil and gas, STO up 2.6% and WDS gaining 0.7%. Uranium stocks slipped, PDN down 4.9% and DYL in deep red, off 18.8% as the CEO quit!In corporate news, DRO lost 2.6% as quarterly showed a big revenue jump as expected, ZIP were better than forecast and extended the buyback, BAP crashed 17.7% on operational issues and impairments and a downgrade. On the economic front, NZ inflation rose to 3%, Chinese GDP came in a 4.8% as expected. Asian markets bouncing back hard, Japan up 2.9% on political resolution perhaps, China up 0.7% and HK up 2.2%.10-year yields rise to 4.14%.European markets opening around 0.3% higher. Results in focus this week.Want to invest with Marcus Today? Our MT20 portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services. Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.
ASX 200 fell back to earth, dropping 73 points to 8995 (0.8%). Hot air is escaping from hot sectors today. Banks slid a little with the Big Bank Basket down to $286.96 (-0.2%). ANZ down 0.5% and MQG falling 1.0%. Insurers were smashed on 10-year yields plunging, QBE down 9.3% and IAG off 6.2%. Financials also under some end of week pressure, GMG gave back some gains falling 2.4% and industrials slid. WES down 0.9% and ALL off 1.4%. Tech under pressure again, WTC down 1.8% and XRO off 0.4%. The All-Tech Index off 1.8%. Resources were a mixed bag, gold hit more records, 9 straight weeks of gains! NST up 2.3% and EVN up 1.9% with rare earth companies coming unstuck. LYC fell 5.7%, at least off lows, ILU withdrew guidance, dropping 2.4% and copper stocks fell. BOC having run hard and collapsed today, off 33.8%. Serious profit taking in the hot stocks today, uranium stocks also under some pressure. Oil and gas stocks slipping again, STO off 3.3% and WDS down over 2.6%. In corporate news, NXG fell 6.1% after raising C$1bn in a global equity offering, VUL dropped 7.7% after a partnership with JordProxa was announced. ERD collapsed 33.6% on an impairment charge related to the US business and guidance downgrade. BHP slipped 0.4% as inventories of Jimblebar fines built up at Chinese ports. On the economic front, nothing today. Albanese set to meet Trump next week.Asian markets fall, Japan down 1.3% China down 1.3% and HK down 1.6%. 10-year yields fell to 4.08%.European markets opening lower.Want to invest with Marcus Today? Our MT20 portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services. Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.
The ASX 200 fell 12 points to 8959 (0.1%) in quiet trade again ahead of the US reporting season. Down 29 points for the week. Banks were firm as CBA rose 0.6% and NAB up 0.6% with ANZ being in trouble for its culture again. The Big Bank Basket rose to $286.43 (0.5%). MQG lost 0.8% on a GS downgrade. L1G continued to fly following its FUM and merger with PTM. NWL rose 5.3% as a broker upgraded. ZIP ran 2.1% and PNI rose 3.5%. REITs steady, industrials were better, QAN up 1.9% and JBH rising 2.3% with some tech stocks rallying, TNE up 2.4% and XRO finding some support rising 1.2%. The All-Tech Index up 1.3%. TLS continued to push higher. Resources were under pressure with BHP down 2.1% and RIO off 1.7%. Gold miners suffered as bullion dropped back below $4000. NST down2.1 % and NEM off 2.9%. Most gold miners rallied off earlier lows. Rare earths also came in for some profit taking as its Friday. LYC down 3.8% and ILU off 3.2%. Lithium stocks slipped too. No good news in oil and gas either, WDS down 1.2%. Uranium stocks mixed, DYL up 2.5% and PDN off 1.6%.In corporate news, MIN saw a new NED, DGT gained 1.3% on the CEO stepping down. MAC to be delisted following the Harmony Gold takeover. In economic news, Michele Bullock appeared before a Senate Committee. Asian markets ease, Japan down 1.2%, China down 1.4% and HK down 1.1%. 10-year yields up to 4.36%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 early gains to close down 14 points at 8849 (0.2%). Banks eased back with CBA down % and ANZ falling % as the Big Bank Basket dropped to $283.23 (-0.6%). Insurers gave back yesterday's gains. QBE down 0.7% and SUN off 0.8%. Other financials also eased slightly. REITS rose, GMG though fell 0.8%. In the industrials, TLS dropped another 1.4% and tech was mixed, WTC down another 3.0%. XRO finally finding some friends. Up 0.1%. Healthcare mixed as CSL flat after CFO retired. In resources, copper and gold continue to dominate, BHP and RIO had good days up 1.5% and 0.6% respectively. Gold once again shone bright, NST up 1.2% and EVN rising %. NEM is in for a C-Suite change and fell 2.3%. Base metal and copper stocks doing well again. Oil and gas falling hard on crude prices, WDS down 1.7% and STO off 2.5%. Nothing much happening in uranium stocks. In corporate news, SWM and SXL are set to merge. RBD up 59.3% on a takeover approach. And SGR rose 1.1% after it finalised a deal with its lenders.On the economic front, the RBA left rates unchanged. Bullock said ‘we're close' to getting economy back in balance. But we need to be cautious about inflation. Chinese PMI came in below forecasts. Asian markets mixed, China up 0.3%, HK up 0.3% - Japan down 0.2% on PM uncertainty.10-year yields steady at 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 shrugged off a negative lead and rose 9 points to 8774 (0.1%) as resources kept the dream alive. Copper stocks were the go. BHP and RIO leading the charge, 3.6% higher as Grasberg issues pushed the focus onto supply issues. S32 also ran 2.7% and SFR was a standout up 7.6%. MIN rallied % as lithium stocks found a little love. FMG unchanged. No copper. Gold miners were sold down in some profit taking, GMD off 2.3% and WGX falling 5.4%. EVN unchanged on its copper exposure. Oil and gas better as crude pushed higher on geopolitical issues, WDS up 2.5% and STO rising 2.1%. Uranium stocks took a breath.Banks were solid with the Big Bank Basket rising to $277.65 (). MQG got a $321m agreed to reimburse customers involved in its Shield Master Trust problems, insurers lid, QBE down 1.2% and SUN off 3.0%. NWL continued to struggle on the Sentier issue. Industrials were easier, BXB fell 1.2%, QAN dropped 0.8% and WOW and COL both fell close to 0.8%. REITs under pressure, GMG down 1.1% as rates rose slightly following the CPI yesterday. Tech mixed, WTC up 0.2% and healthcare sliding, RMD down 2.6% and RHC off 1.8%.In corporate news, NEC announced its chair will retire after AGM. PMV reported slightly better than expected results, but Smiggle has some issues. WDS signed a deal with the Japanese for liquid hydrogen deliveries.Nothing on the economic front. Asian markets slightly firmer, China up 0.7%. Japan up 0.2%, HK unchanged.10-year yields pushed up 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.
On a Thursday Drive, Josh reveals the good, bad, and ugly from Panthers-Texans joint practice, WD reveals his best actor award in "The WDs", Josh introduces everyone to a Panthers Super Fan that just wants to figure out what to do with $150K, and Alex Kirshner, of the Split Zone Duo Podcast, joins the show to tell how he thinks Dowell Loggains will fair in season one at App State.
On a Wednesday Drive, Josh tells why the Bryce Young vs. CJ Stroud conversation is far from settled, reacts to Carolina Hurricanes owner, Tom Dundon, purchasing the Portland Trailblazers, discusses building gates now that Baby Daniel is crawling in Weekly Positivity, WD reveals his Best Supporting Actor award in "The WDs", and App State head coach, Dowell Loggains, shares an incredible story about his relationship with Carolina Panthers receiver, Xavier Legette.
On a Tuesday Drive, Josh tells why UNC and Bill Belichick's offseason hasn't gone according to plan, explains why it's time for Taylor Swift and Travis Kelce to get it over with and get engaged, WD goes to the movies to review "Face Off", Daron Vaught, of D1 Baseball, joins the show to discuss small snacks in Unusual Questions, and WD reveals the winner for best supporting actress in today's edition of "The WDs.
On a Monday Drive, Josh tells why you should not overreact to Shedear Sanders' preseason debut in Carolina, reveals the teams atop the first AP Top 25 poll that he thinks can win the College Football Playoff, WD reveals his best actress winner in the first day of "The WDs", and 6th man of the Tar Heels, BDaht, joins the show to see if Josh knows what a "beta" is in a session of Grahammar School and to react to Shedeur Sanders' debut from up close.
Beef emerges as the classiest guy in town. Tiger commits to Genesis then WDs. We recap the always electric WMPO week, debate golf carts in pro golf, chirp Gravy's Super Bowl take and give ours on the halftime show. We also take several voicemails in the new From The Gallery.You can find every episode of this show on Apple Podcasts, Spotify or YouTube. Prime Members can listen ad-free on Amazon Music. For more, visit barstool.link/foreplaypod
Rick Gehman and Greg DuCharme recap the first two rounds of the 2025 Farmers Insurance Open. (0:00) Intro (1:15) A Windy Thursday causing chaos on both courses (3:30) WDs a-plenty this week for one reason or another (4:45) Round 1 Notables: Hideki Matsuyama + Jackson Koivun (10:00) Ludvig's Wednesday 63 and a grind on Day 2 + Luke Clanton (19:03) Lanto Griffin! Woah! (24:37) Betting Favorites #Golf #PGATour #GolfPodcast #farmersinsuranceopen #GolfPicks #GolfBetting #LudvigAberg #lukeclanton
Sepp Straka wins at Mr. Dye's Stadium Course in La Quinta with JT coming in second by two shots. We talk all things Amex, some notable WDs, the Genesis moving from Riv due to the LA fires, Tyrrell winning in Dubai, Hovland's quotes, and the DP World Tour's viral social video from earlier this week. Then, it's on to our Back Nine of the episode highlighted by TC's trip to Argentina (49:00), LIV's TV deal and new CEO, a new segment highlighting someone in golf that Not Enough People Talk About, TGL's week three and DJ closes our the Back Nine with an amazing Bob Uecker story (1:40:00). As a sign off - we have a midweek NLU Special Projects episode coming from KVV about tee times at Bethpage which he and DJ tease ahead of the episode's release which will hit your feeds on Wednesday morning. Support our sponsors: Titleist and the new 2025 ProV1 and ProV1x fanduel.com/nlu The Stack Subscribe to the No Laying Up Podcast channel here: https://www.youtube.com/@NoLayingUpPodcast If you enjoyed this episode, consider joining The Nest: No Laying Up's community of avid golfers. Nest members help us maintain our light commercial interruptions (3 minutes of ads per 90 minutes of content) and receive access to exclusive content, discounts in the pro shop, and an annual member gift. It's a $90 annual membership, and you can sign up or learn more at nolayingup.com/join Learn more about your ad choices. Visit megaphone.fm/adchoices
Join us in a lively celebration of holiday cheer as we gather at Parkwood Studios to wrap gifts with friend of the show, Rachel Bell. “Wrapping Gifts and Unwrapping Wisdom” A festive spirit fills the air as Rachel and Host Skip Lineberg reminisce about memorable moments from past episodes, sharing laughter and witty banter. As the gift-wrapping frenzy unfolds, we explore the profound wisdom shared by our guests this season. These stories underscore the importance of embracing challenges and finding fulfillment through persistence and adaptability, all while highlighting the joyous imperfections of holiday preparations. A surprise guest appears when the wrapping session is interrupted by a persistent courier from Wisdom Delivery Service, an upstart package delivery company. The delivery guy brings a package featuring wisdom from Skip's past, emphasizing the importance of perspective. Can you guess who plays this cameo role? Atop the campy escapades, amidst the glitter and despite several cornball jokes, you will enjoy highlights and soundbites comprising some of the best wisdom from Season 5. Brief Bio for Rachel Bell Rachel Bell is a book publishing professional and startup founder who is on a mission to propel the book industry forward. She works with authors, distributors, printers and brands to elevate and amplify their stories. Rachel is co-founder of Overcup Press, an award-winning independent publishing company. During the early stages of COVID-19, when the book industry faced supply chain and distributions issues, Rachel founded Printer's Row, a business-to-business online marketplace. Her previous publishing experience includes Adweek Magazines and Pomegranate Communications. Rachel Bell is driven by the power of books to save us, give us a window into the larger world, and preserve humanity through storytelling. Rachel and husband Pat McDonald reside in Portland, Oregon. Resources Season 3 Recap (Wizard of Oz Theme) Clyde Custom Publishing Overcup Press Books, merch, newsletter and more on our website. Credits Editor + Technical Advisor Bob Hotchkiss Brand + Strategy Advisor Andy Malinoski PR + Partnerships Advisor Rachel Bell Graphic Design + Social Media Chloe Lineberg Stay Connected with Us YouTube @themainthingpod Twitter @themainthingpod Instagram @themainthingpod Facebook @TheMainThingPod LinkedIn Send us your email to info@themainthingpodcast.com Leave us a voice message on SpeakPipe How Can You Help Support the Growth of this Podcast? Become a subscriber. Share the podcast with one or two friends. Follow us on social media @TheMainThingPod Buy some Main Thing Merch from our Merchandise Store. Become a patron of the show and support us on Patreon with funding. Purchase a book from our curated collection on Bookshop. Episode Chapters [0:00:01] - The gift wrapping session begins [0:10:40] - Wrapping morphs into rapping [0:19:00] - An interruption; unexpectedly knock on the door by WDS [0:24:00] - Bloopers and out-takes
The weather has calmed a bit in Northern California, but things could be looking mucky for the influencer-palooza at the Phoenix Open. They begin with some clean up from Monday, where Pebble was called, Wyndham was declared the winner, and then he offered some candid quotes about weighing a LIV decision in the offseason. They ponder the current state of pro golf with these decisions and some of the payouts going to middling players for middling finishes. This is cause to discuss the hullabaloo around LIV's ratings from Mayakoba: should we laugh at them or hat tip some of the jumps? Is it completely negligible against PGA Tour numbers? The schedule of the week hits on the Phoenix Open and its field after two more high profile WDs that have featured groups looking a little thin. Some one-and-done picks go chalk and off the beaten path to mix things up. They close with some more quotes from a PGA Tour star on if LIV players should be welcomed back without penalty.