Ben and Tom converse regarding the Bank of England's rate hike, the potential impact of student loan forgiveness on the South, the KB Home report's implications on market dynamics, the FTC's Amazon co

Ben, Tom, and Andrew discuss Fedex's 4FQ23 Earnings, Bank of England's troubles as their CPI comes out hot, and a few upgrades and degrades. For information on how to join the Zoom calls live each mo

Ben, Tom, and Moe recap the RTX investor day, China news, and speculate as to the FEDEX earnings at market close. For information on how to join the Zoom calls live each morning at 8:30 EST, visit...

Ben shares his thoughts on Christine McCarthy - CFO of Disney - taking a "family medical leave", CAVA's huge IPO, and China's stimulus plan. For information on how to join the Zoom calls live each mo

Tom and Moe discuss the Fed skipping the rate hike, the ECB meeting, new economic data, Lennar - the mass market homebuilder - witnessing a nice pickup in sales, and the tentative agreement with the U

Ben, Tom, and Moe muse about the Microsoft and Activision Deal, US Mortgage Application Increases, and an Anti-Trust Assault on GOOGL.For information on how to join the Zoom calls live each morning a

Ben, Tom, and Moe discuss the CPI report coming out today, China lowering their short-term lending rate, the recent Bank of America Manager Survey, and Oracle's earnings.For information on how to joi

Ben and Tom mull over the Fed meeting this week, ORCL and ADBE earnings, and how we frame portfolios in the context of the Macro.For information on how to join the Zoom calls live each morning at 8:3

Ben, Andrew, and Moe talk about former President Trump's indictment, BioGen and its Alzheimer drug, China and Cuba, and Adobe hopping on the AI hype train. For information on how to join the Zoom cal

In the last episode of this week's special series, Ben explains what it means to be a reserve currency: the benefits, the history, and the contemporary backdrop. For information on how to join the Zo