Andrew, Ben, and Tom discuss election results, as the "red wave" was clearly a mis-forecast episode for the 2022 mid-terms. With a higher than anticipated Democractic win in the Senate, policy change

Andrew, Ben, and Tom discuss mid-term elections that are of particular interest to them. They go on to discuss the implications of a few swing state Senatorial votes. Nevada, Pennsylvania, Arizona, an

Ben and Tom discuss China's "Zero-Covid" Policy and its impact on the global market, primarily the slowing of Apple's production of new iPhones. Meta plans large-scale layoffs, and Apple released a sh

Tom and Ben discuss a mixed bag of earnings reports as signs of stress are continuing to show throughout the economy. Several large companies have announced another round of hiring freezes and layoffs

Tom and Ben discuss the release of economic data showing an apparent slowing of the economy. Qualcomm notes that smartphone sales are down nearly 8% as Costco sees monthly sales begin to decelerate. R

Ben and Tom discuss earnings updates from AMD, as they've seen a positive quarter of business. A few earnings reports from some staple entities, CLX and MDLZ, also show positive signs of improvement.

Ben and Tom discuss earnings updates from several companies, notably UBER beating expectations and JNJ doing very well. A few tech stocks faired well as the market continues to be turbulent - NXPI up

Ben and Tom discuss the FED's commentary about disliking the continued growth of the market, due to inflationary concerns. Euro area continues to see inflation grow month over month. Lula wins the Bra

Ben, Andrew, and Tom discuss this mornings Bloomberg article squashing the notion that the Fed will pivot from their rate hike strategy, a steadying in the most recent PCE print, the completion of th

Ben, Andrew, and Tom discuss incoming economic data, the mixed bag these results are for the Fed, the 0.75% rate hike out of the ECB, the joint venture between Japan Tobacco and Altria in the heated t