Ben discusses earnings updates from a number of companies, more negative news from Boeing, and China announces a reserve rate cut. For information on how to join the Zoom calls live each morning at

Tom and Ben discuss Japan remaining ultra-dovish, the potential ripple effects of Japans future policy changes, a quick dive into the Republican Primary, and earnings reports from RTX, MMM, GD, LMT,

Tom and Ben discuss Blackrock looking to sell Shanghai Towers at a discount, ADMs decision to place the CFO on administrative leave, Teslas robotics/AI helping support the company, Capital Ones cla

Ben dives deep into earnings from JBHT, the read-through of these earnings on the freight market and the economy as a whole, the massive insurance headwinds facing trucking companies, earnings out of

Ben and Tom discuss interest rates, the recent retail sales data, the likelihood of near-term rate cuts, earnings from TSMC, Fastenal, Richemont, Humana, Discover Financial, and a note on the Apple wa

Ben discusses the Fed talk that was taken very hawkish by the market, economic data out of China, and the Spirit Airline & Jet Blue deal that is falling apart. For information on how to join the

Tom, Ben, and Andrew discuss more tension in the Red Sea as American ships have been deemed fair game by terrorists, oil unaffected by the conflict, Zelenskys peace talks in Switzerland, Fed offici

Tom and Andrew discuss the US and UKs retaliation in response to terrorist attacks on Red Sea ships, PPI data leads to more confusion in the inflation picture, movement in the private credit market,

Tom and Ben discuss the Hertz decision to reduce their EV fleet by 1/3, the CPI data that shows an inflationary uptick, and a quick plug for our February 1st macro. For information on how to join th

Ben, Tom, and Andrew discuss the SECs flub surrounding Bitcoin approval, the Boeing fallout, and Howard Marks. For information on how to join the Zoom calls live each morning at 8:30 EST, visit...