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Industrials, Consumer Staples, Healthcare, & Energy Earnings | April 23, 2024 – Morning Market Briefing
The United States sues to prevent the Coach/Michael Kors merger, and multiple earnings are reviewed this morning.
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2 years, 6 months ago
House Approves More Aid to Ukraine & the Week Ahead | April 22, 2024 – Morning Market Briefing
Ben and Tom discuss the new bill the House approved over the weekend, Georgia attracting immigrants, and the week ahead.
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2 years, 6 months ago
Israel's Response to Iran & Meta's Llama 3 | April 19, 2024 – Morning Market Briefing
Andrew, Ben, and Tom discuss Israel's drone strike on Iran, Meta launching Llam 3 AI, more earnings, and the Bitcoin halving.
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2 years, 6 months ago
Weak Transportation Earnings & Pension Funds Dump Stocks | April 18, 2024 – Morning Market Briefing
Apologies for today's audio; wifi is down at the office. Ben reviews JBHT and KNX earnings, the Fed Beige book, TSM earnings, and pension funds pulli…
2 years, 6 months ago
Central Banks Pivot the Pivot & Biden's Election Playbook | April 17, 2024 – Morning Market Briefing
Ben, Tom, and Andrew discuss Jay Powell's recent comments on the 12-month core PCE, Biden's mention of student loan forgiveness, and the Bank of Amer…
2 years, 6 months ago
Why The Market Dipped Yesterday | April 16, 2024 – Morning Market Briefing
Ben and Tom discuss yesterday's dip in the market and BAC, UNH, and JNJ earnings.
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2 years, 6 months ago
Iran Attacks Israel and Tesla Layoffs | April 15, 2024 – Morning Market Briefing
Ben and Tom discuss Iran's attack on Israel, Salesforce eyeing Informatica, Tesla's layoffs, and the week ahead.
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2 years, 6 months ago
Earnings Season Kicks Off With Banks | April 12, 2024 – Morning Market Briefing
Ben and Tom review bank earnings and discuss Iran.
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2 years, 7 months ago
The Fall-Out of Inflation Data | April 11, 2024 – Morning Market Briefing
Apologies for the intro; I was muted for the first few seconds. Andrew reviews yesterday's CPI numbers and their effect on the market.
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2 years, 7 months ago
CPI Report & What's Going on With Nvidia | April 10, 2024 – Morning Market Briefing
Ben and Tom discuss this morning's CPI report, why Nvidia dominates, and Delta's favorable profit forecast.
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2 years, 7 months ago