Ben and Tom discuss ISM manufacturing data results from last Friday, the current employment situation, more merger action, bitcoins recent rise, an attack on a US destroyer, and things to watch this

Ben and Tom discuss the OPEC+ production cuts, Nick Timiraos article saying that the Fed is done raising rates, how the Fed should message this pivot to avoid excess exuberance, and a Friday football

Ben, Andrew, and Tom discuss deflationary pressures beginning to pop up, Teslas Cybertruck event, mergers happening in a number of industries, and earnings out of Snowflake and Salesforce. For in

Ben and Tom discuss Bill Ackmans call for the Fed to cut interest rates early in 2024, bonds rallying strongly off his comments, the Feds need to be proactive with rate adjustments this time around,

In a short call, Andrew and Tom discuss yesterdays bond auction and Adobes Black Friday Roundup data. For information on how to join the Zoom calls live each morning at 8:30 EST, visit...

Ben and Tom discuss the temporary truce in Gaza, Javier Mileis visit to the US, the political movement we are beginning to see around the world, Amazon surpasses Fedex and UPS in package delivery thi

Ben and Tom discuss NVDA earnings and the readthrough for AI, Deere earnings and the deflationary pressures they are seeing, a swinging pendulum of inflation and growth, and the Feds potential resp

Ben, Andrew, and Tom discuss a tough quarter for Lowes, a guidance cut from Best Buy based on softer consumer trends, inventory normalization happening for ADI, and a strong 20-year bond auction.For

Ben, Andrew, and Tom discuss the results of the Argentinian election, big banks continuing to strip valuable assets from floundering competitors, Sam Altmans ousting from Open AI, tumbling used-car p

Tom & Ben discussed Argentina runoff elections, oil demand, outlook for market returns For information on how to join the Zoom calls live each morning at 8:30 EST, visit...