Ben, Tom, and Moe discuss the CPI report coming out today, China lowering their short-term lending rate, the recent Bank of America Manager Survey, and Oracle's earnings.For information on how to joi

Ben and Tom mull over the Fed meeting this week, ORCL and ADBE earnings, and how we frame portfolios in the context of the Macro.For information on how to join the Zoom calls live each morning at 8:3

Ben, Andrew, and Moe talk about former President Trump's indictment, BioGen and its Alzheimer drug, China and Cuba, and Adobe hopping on the AI hype train. For information on how to join the Zoom cal

In the last episode of this week's special series, Ben explains what it means to be a reserve currency: the benefits, the history, and the contemporary backdrop. For information on how to join the Zo

In the third installment of this week's special series, Ben and Andrew lay out NCM's proposed theoretical solution to current macroeconomic troubles.For information on how to join the Zoom calls live

In the second installation of the special series, Ben walks through Balance: The Federal Budget, the Balance Sheet, Reserve Currency Status, and more. For information on how to join the Zoom calls li

In the first episode of this week's special series, Ben and Andrew present on the history of debt, inflation, and interest rates and what that history implies for contemporary market conditions.For i

Ben, Andrew, and Moe analyze ISM updates, a mixed bag for jobs, and Lululemon's strong quarter. For information on how to join the Zoom calls live each morning at 8:30 EST, visit...

Ben updates us on his thoughts on Powell's position on inflation, recent reported earnings, and a potential presidential run by Jamie Dimon. For information on how to join the Zoom calls live each mo

Ben and Moe converse on the topic of new Chinese Economic Data, French inflation, and the potential difficulty of passing the debt ceiling despite leadership resolution.