Ben discusses the Fed talk that was taken very hawkish by the market, economic data out of China, and the Spirit Airline & Jet Blue deal that is falling apart. For information on how to join the

Tom, Ben, and Andrew discuss more tension in the Red Sea as American ships have been deemed fair game by terrorists, oil unaffected by the conflict, Zelenskys peace talks in Switzerland, Fed offici

Tom and Andrew discuss the US and UKs retaliation in response to terrorist attacks on Red Sea ships, PPI data leads to more confusion in the inflation picture, movement in the private credit market,

Tom and Ben discuss the Hertz decision to reduce their EV fleet by 1/3, the CPI data that shows an inflationary uptick, and a quick plug for our February 1st macro. For information on how to join th

Ben, Tom, and Andrew discuss the SECs flub surrounding Bitcoin approval, the Boeing fallout, and Howard Marks. For information on how to join the Zoom calls live each morning at 8:30 EST, visit...

Ben, Tom, and Andrew discuss last nights game, the Small business Optimism Index, HPE looking to acquire Juniper Networks, Microchip cuts guidance, NVDA & AMD announcing an AI-powered PC, and the

Ben, Tom, and Andrew discuss more troubles for the Boeing 737 Max, the impact that this weeks CPI report could have, earnings season picking up, and a breakdown of the big one as Bens beloved Washin

Ben, Tom, and Andrew discuss Eli Lillys DTC strategy for its weight loss drug, Pepsi being accused of price gouging, the revenue acceleration for Costco, employment data and employment, the current

Andrew and Tom discuss positive ISM Manufacturing data, the mixed bag of employment data, the Fed minutes, Walgreens earnings, interest rate movement today, and how the Fed discussion of rate cuts has

Ben and Tom discuss yesterdays stock movement, rate changes, the upcoming Fed Meeting Minutes, BYD topping Tesla in Q4 deliveries, and the aftermath of the CFB playoff semi-finals. For information