Ben and Tom discuss the temporary truce in Gaza, Javier Mileis visit to the US, the political movement we are beginning to see around the world, Amazon surpasses Fedex and UPS in package delivery thi

Ben and Tom discuss NVDA earnings and the readthrough for AI, Deere earnings and the deflationary pressures they are seeing, a swinging pendulum of inflation and growth, and the Feds potential resp

Ben, Andrew, and Tom discuss a tough quarter for Lowes, a guidance cut from Best Buy based on softer consumer trends, inventory normalization happening for ADI, and a strong 20-year bond auction.For

Ben, Andrew, and Tom discuss the results of the Argentinian election, big banks continuing to strip valuable assets from floundering competitors, Sam Altmans ousting from Open AI, tumbling used-car p

Tom & Ben discussed Argentina runoff elections, oil demand, outlook for market returns For information on how to join the Zoom calls live each morning at 8:30 EST, visit...

Tom & Ben discussed Walmart, Macys and Cosco Earnings, Biden-Xi MeetingFor information on how to join the Zoom calls live each morning at 8:30 EST, visit...

Tom, Andrew, & Ben discussed economic data, retail sales, & Target EarningsFor information on how to join the Zoom calls live each morning at 8:30 EST, visit...

Tom & Ben discussed CPI data, Home Depot Updates, & the state of the U.S. economy. For information on how to join the Zoom calls live each morning at 8:30 EST, visit...

Tom, Andrew, & Ben discussed new drug developments, Boeing, takeaways from Nashville conference, and the week ahead. For information on how to join the Zoom calls live each morning at 8:30 EST,

Tom, Andrew, & Ben discussed rate rally pauses, UK GDP, Diageo Earnings, & Bank of America Economic.Report For information on how to join the Zoom calls live each morning at 8:30 EST, visit.