Tom discusses retail sales data that comes in below expectations, guidance cuts for DE and CSCO, and CLO delinquencies rise.For information on how to join the Zoom calls live each morning at 8:30 ES

Andrew and Tom dive into the CPI data, companies that can navigate the inflationary environment, fixed income strategy, Coke looking to buy Poppi, WMT looking to buy Vizio, Lyft margin revisions, DIS

Andrew and Tom discuss the CPI report showing accelerating inflation, the implications of this data, the move up in 10-year rates, BoA Fund Manager survey results, the Small Business Optimism Survey r

Ben and Tom discuss Diamondbacks purchase of Endeavor to create the largest pure-play operator in the Permian Basin, preview of todays CPI report, and more earnings and economic data coming in this

Ben and Tom discuss yesterdays 30-year bond auction, Yellens comments at the Senate Banking Committee hearing, earnings results from PEP, and some big economic data coming up next week. For inform

Ben and Tom discuss earnings updates on Maersk, Unilever, Arm, and Disney, signs of life in China, and yesterdays 10-year bond auction. For information on how to join the Zoom calls live each morn

Ben and Tom discuss earnings from CVS, CINF, Chipotle, and SNAP, the streaming sports app deal between Disney/Fox/WB, and takeaways from an evening with Kevin Warsh. For information on how to join t

Ben and Tom discuss the drone attack in Kuwait, earnings data from Eli Lilly, the Hertz debacle, the massive ISM Services report showing sticky inflation, the SLOOS Report, and the response of the 10-

Ben and Tom discuss earnings from Caterpillar and McDonalds, a blockbuster jobs report including accelerating average hourly earnings, the impact of these results on the Feds decision making, and an

Andrew and Super-Producer Hicks discuss todays (and yesterdays) top stories including Punxsutawney Phil predicting an early spring, the commentary from Wednesdays slightly hawkish Fed meeting, New