This morning, the guys discuss some possible stabilization in the financial industry, Bank of America seeing large cash inflows from funds, falling use of Fed emergency loans, the implications of new

Andrew, Ben and Tom discuss recent restoration hardware performance and below-estimate guidance as well as volume increases in the freighting market. For information on how to join the Zoom calls li

Today, the guys speak on the upcoming new bank rules and regulations for midsize banks, UNHs announcement to reduce the use of prior authentications, Micron earnings, Lululemon earnings, as well as t

This morning, Ben and Tom welcome new team member Moe to the podcast and delve into the current state of the bond market, the general implications of the recent banking scares, shifts in the commercia

Today, Ben and Tom discuss some finally good news regarding a bank with First Citizens buying SVB, the acquired assets included in the deal, the FDICs aid in the deal, other implications of the purch

Today marks the 3-year anniversary of the Daily Market Briefing. Andrew, Ben, and Tom celebrate by discussing Janet Yellens flip flopping, the stark increase in the Bank Term Funding Program, the f

Tom and Ben discuss the Feds decision to hike 25bps, the factors that lead to this decision, the implications of Jay Powells comments, and some additional economic/company news.For information on

The guys discuss continued bank situations across the country with UBS to pay back some "bail-in bonds" issues on March 9th - they are buying them back at a small loss to themselves, but it appears th

Tom, Ben, and Andrew discuss the looming Fed decision, the status of First Republic, Jamie Dimons involvement in the banking situation, and the Bank of America global fund survey results.For inform

The guys discuss UBS's acquisition of Credit Suisse as the banking industry continues to live in turmoil. As was the case with other failing banks, cash outflows on deposits far outweighed the availab