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Ukraine Mineral Rights Deal & The Gold Card | February 26, 2025 – Morning Market Briefing
Andrew, Ben, and Tom discuss the Ukraine mineral rights deal, The Gold Card, and a preview of Nvidia earnings.
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1 year, 8 months ago
Crypto Crumbles & Bonds Rip | February 25, 2025 – Morning Market Briefing
Andrew, Ben, and Tom discuss current market sentiment and various earnings.
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1 year, 8 months ago
Buffett's Annual Letter & Microsoft Canceling Data Center Leases | February 24, 2025 – Morning Market Briefing
Andrew, Ben, and Tom discuss Warren Buddett's annual letter, Microsoft canceling data center leases, and Trump at CPAC.
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1 year, 8 months ago
DOJ Investigates Medicare Billing Practices at UNH | February 21, 2025 – Morning Market Briefing
Andrew, Ben, Pedro, and Tom discuss the USA vs Canada hockey game, Musk at CPAC, and the DOJ investigating UNH.
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1 year, 8 months ago
Slashing the Defense Budget by 8% Annually | February 20, 2025 – Morning Market Briefing
Andrew, Ben, and Tom discuss yesterday's Fed minutes, defense budget cuts, and the new iPhone 16e.
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1 year, 8 months ago
Canadian Pacific's Strong Start to the Year & Today's Apple Event | February 19, 2025 – Morning Market Briefing
Ben and Tom discuss Canadian Pacific's presentation at the Citi Global Conference, today's Apple Event, and Bill Ackman working with Howard Hughes.
F…
1 year, 8 months ago
Housing Market Update & Russia/Ukraine Peace Talks | February 18, 2025 – Morning Market Briefing
Andrew, Ben, and Tom give an update on the housing market, the US pushing INTC into a deal, and Russia/Ukraine peace talks.
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1 year, 8 months ago
Retail Sales Drops & More Tariffs | February 14, 2025 – Morning Market Briefing
Tom and Pedro discuss Trump's "fair and reciprocal plan” to address the US trade deficit, Vance on Russia/Ukraine, Retail Sales data, and the week ah…
1 year, 8 months ago
Budget Proposals & PPI Comes in Hot | February 13, 2025 – Morning Market Briefing
Tom discusses this morning's PPI numbers and Jay Powell at Congress.
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1 year, 8 months ago
CPI Comes in Hot & Powell Gives No Sign of Rate Cuts | February 12, 2025 – Morning Market Briefing
Andrew, Ben, and Tom discuss Powell's comments yesterday to Congress and this morning's CPI data.
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1 year, 9 months ago