Tom and Ben discuss Walmart CEO Doug McMillons comments on the average consumer at an investor conference penny pinching up, higher-income individuals are shopping at bargain stores, inflation is k

Tom and Andrew discuss the GA Senate race results, as Warnock won a tightly contested runoff. Meta faces even more headwind as privacy and media regulations create further potential issues for them. A

Andrew, Ben, and Tom discuss the issues facing commercial property funds are seeing spikes in redemption requests to the extent that they are limiting withdrawals from the funds. Economic data regardi

Tom and Ben discuss the Fed's plans for their 12/14 meeting with expectations to see a 50bp rate hike. Shanghai reopens after the authorities ease back on the Covid restrictions again. OPEC+ makes no

Ben and Tom discuss the upcoming OPEC+ meeting, jobs data and an acceleration in wage growth, the status on the railroad strike, how todays news impacts inflation, and a look ahead to the CPI report

Andrew, Tom, and Ben dive into the comments from Jay Powell, the implications of those comments, and our view of their validity. They also discuss Bidens plans to increase biofuel requirements for oi

Ben, Andrew, and Tom discuss the easing (but still elevated) Eurozone inflation data, the upcoming meeting for OPEC+ and the expectation that they keep production steady, Jay Powells upcoming speech

Tom and Ben discuss China's COVID protocol again, as it continues to have an impact on the markets due to the slowing of production in many areas within the country. Currently the oil supply seems to

Ben, Tom, and Andrew discuss the protests in China as their COVID restrictions have caused severe tensions with civilians. The FTC filed an anti-monopoly lawsuit regarding Microsoft's purchase of Acti

Tom and Andrew discuss Elon's Twitter employment agreement, which required employees to commit to being all-in if they want to continue working for Twitter next Monday. Amazon reports that they will e