Ben and Tom muse over continuing negotiations between UPS and the Teamsters, Phillips Healtcare's struggling performance, and Nick Timiraos saying the Fed won't declare victory on inflation.For infor

Ben and Tom talk about TSMC's lackluster quarter, Phillip Moriss's impressive margins growth, and Blackstone becoming the first private equity firm to manage over a trillion dollars. For information

Ben and Tom go over the UK's inflation rapidly decreasing, Carvana's stock passing $50 after somewhat of a sketchy debt restructure, Microsoft's AI announcement, and other earnings news. For informat

Ben, Andrew, and Tom go over Lockeed Martin, Bank of America, and Morgan Stanley's earnings and more. For information on how to join the Zoom calls live each morning at 8:30 EST, visit...

Ben, Tom, and Moe discuss Tupperware's fall from grace, China's low, but not surprising GDP results, and the Teamsters telling the White House not to step in regarding UPS strike negotiations. For in

Narwhal's Macro presentation for Q2 of 2023.

Ben, Andrew, and Tom go over the released earnings so far, including United Health, BlackRock, JP Morgan, and Wells Fargo, yesterday's PPI, and Prime Day's performance. For information on how to join

Ben, Tom, and Moe update on the Northern District of California's ruling disqualifying the FTC's injunction of the MSFT-ATVI merger to Khan's probable chagrin, the CPI Print, and AT&T and Verizon

Andrew, Tom, and Moe converse regarding Amazon Prime Day starting today, a concerning amount of Chinese stimulus being passed, and NFIB's mixed report. For information on how to join the Zoom calls l

Ben, Tom, and Moe discuss Chinese economic conditions and how they could turn into a problem for Japan, the EU investigating Novo Nordisk for Semaglutide, their weightloss drug, having potentially sui