Ben and Tom discuss the positive earnings results out of a number of large banks, UNHs solid quarter, weak retail sales data, and how all this information will impact the Feds next rate decision.F

Ben discusses Narwhal's Macropresentation for Q1 of 2023. The tide appears to be ebbing as the economy starts to show signs of large-scale slowing.For information on how to join the Zoom calls live

Ben, Tom, and Andrew discuss the initial Jobless Claim information, as it appears that the economy is starting to slow. Oil cuts are expected to cause a supply shortfall, and Delta is the frontrunner

Ben, Tom, and Andrew discuss March's CPI numbers. As the CPI numbers continue to cool, it appears that inflation could be slowing a bit due to rate hikes (and other factors). Warren Buffet comments on

Ben and Tom discuss the results of the small business optimism survey, the continued tension in Taiwan, a possible push to displace the US Dollar as the worlds reserve currency, a new passenger jet b

Ben and Tom discuss the microchip cycle as Samsung is first to announce a reduction in chip production. This comes in light of a massive shortage taking place during/following COVID and WFH ramping up

Ben and Tom continue their discussion of new economic data and slowing growth in the services sector, softening of consumer spending, Costco earnings and the path of interest rates going forward.For

This morning, Ben, Tom and Moe discuss slowing economic data with the February JOLTS report, ADP report, ISM manufacturing report and ISM services report. The guys additionally touch on the market imp

Today, Andrew, Moe and Harrison discuss recently announced layoffs at McDonalds, Disneys shareholders meeting, increased redemptions at Blackstones REIT fund, Tesla delivery numbers in China and t

Moe and Jason keep the podcast short this morning and touch on significant OPEC oil production cuts, the recent acquisition of WWE and the deliveries/production mismatch at Tesla. For information on