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Elliot Management's Stake in Norwegian & Anthropic's AI Guardrails | February 17, 2026 – Morning Market Briefing
Andrew, Ben, and Tom discuss Elliot's stake in Norwegian, YTD bond performance, and Anthropic's plan for AI guardrails.
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8 months, 2 weeks ago
Inflation LOWER Than Expected – Why Rate Cuts Might Be OFF the Table | February 13, 2026 – Morning Market Briefing
Andrew & Tom discuss this morning's CPI data, yesterday's 30-year auction, and RELX earnings.
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8 months, 2 weeks ago
Jobless Claims Higher Than Expected & Washington's Millionaires Tax Advances | February 12, 2026 – Morning Market Briefing
Andrew & Tom discuss initial jobless claims data, McDonald's earnings, and Washington State advancing the millionaire's tax.
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8 months, 3 weeks ago
+130K Jobs Surprise & Legislation to Break Up Big Medicine | February 11, 2026 – Morning Market Briefing
Andrew & Tom discuss non-farm payrolls data & the odd collab to break up Big Medicine.
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8 months, 3 weeks ago
Costco Non-Food Sales Accelerate + NFIB Optimism Holds Strong | February 10, 2026 – Morning Market Briefing
Ben & Tom discuss Costco earnings, small business optimism, and Trump on Warsh.
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8 months, 3 weeks ago
Big Week: CPI to 2.5% Low? Jobs Report Miss? – What It Means for Markets | February 9, 2026 – Morning Market Briefing
Ben & Tom discuss CPI ahead of Friday's release, Japan elections, and GLP-1 copycats.
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8 months, 3 weeks ago
Howard Marks on AI Bubble + Stellantis $26B EV Wipeout | February 6, 2026 – Morning Market Briefing
Ben & Tom discuss Howard Marks at the CFA Society, Stellantis cuts some EV vehicle products, and bitcoin gets blasted.
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8 months, 3 weeks ago
Scott Bessent Testimony CHAOS & Google's BIG Earnings Blowout | February 5, 2026 – Morning Market Briefing
Tom discusses Google earnings and Scott Bessent's testimony to the House.
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8 months, 4 weeks ago
AI Self-Cannibalization: Why SaaS is Getting Smashed | February 4, 2026 – Morning Market Briefing
Andrew, Ben, and Tom discuss software companies getting smashed by AI, Fed policy, and Texas Instruments buying Silicon Labs.
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8 months, 4 weeks ago
Elon Musk's $1.25 TRILLION Mega-Merger: SpaceX Buys xAI | February 3, 2026 – Morning Market Briefing
Andrew, Ben, and Tom discuss the SpaceX–xAI merger, the India Trade deal, and Palantir earnings.
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8 months, 4 weeks ago