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NVDA’s Earnings May Indicate that the AI Craze is Normalizing & Deflation Discussion | November 22, 2023 – Morning Market Briefing
Ben and Tom discuss NVDA earnings and the readthrough for AI, Deere earnings and the deflationary pressures they are seeing, a “swinging pendulum” of…
2 years, 11 months ago
Best Buy Sees a Weaker Consumer & A Dive into Bond Strategy | November 21, 2023 – Morning Market Briefing
Ben, Andrew, and Tom discuss a tough quarter for Lowes, a guidance cut from Best Buy based on softer consumer trends, inventory normalization happeni…
2 years, 11 months ago
Javier Milei Wins Argentina’s Presidential Election & Sam Altman Joins MSFT | November 20, 2023 – Morning Market Briefing
Ben, Andrew, and Tom discuss the results of the Argentinian election, big banks continuing to strip valuable assets from floundering competitors, Sam…
2 years, 11 months ago
Argentina Runoff Election & Outlook For Market Return | November 17, 2023 – Morning Market Briefing
Tom & Ben discussed Argentina runoff elections, oil demand, outlook for market returns
For information on how to join the Zoom calls live each mornin…
2 years, 11 months ago
Biden-Xi Meeting & Retail Earnings | November 16, 2023 – Morning Market Briefing
Tom & Ben discussed Walmart, Macy’s and Cosco Earnings, Biden-Xi Meeting
For information on how to join the Zoom calls live each morning at 8:30 EST, …
2 years, 11 months ago
Economic Data and Target Earnings | November 15, 2023 – Morning Market Briefing
Tom, Andrew, & Ben discussed economic data, retail sales, & Target Earnings
For information on how to join the Zoom calls live each morning at 8:30 ES…
2 years, 11 months ago
A Big Day For The CPI & Home Depot Updates | November 14, 2023 – Morning Market Briefing
Tom & Ben discussed CPI data, Home Depot Updates, & the state of the U.S. economy.
For information on how to join the Zoom calls live each morning at…
2 years, 11 months ago
New Drug Developments & Takeaways From Nashville Conference | November 13, 2023 – Morning Market Briefing
Tom, Andrew, & Ben discussed new drug developments, Boeing, takeaways from Nashville conference, and the week ahead.
For information on how to join …
2 years, 11 months ago
Rate Rally Pauses & Bank of America Economic Report | November 10, 2023 – Morning Market Briefing
Tom, Andrew, & Ben discussed rate rally pauses, UK GDP, Diageo Earnings, & Bank of America Economic.
Report For information on how to join the Zoom ca…
3 years ago
Nvidia Adds New Chips For China & Eli Lily's New Weight Loss Drug | November 9, 2023 – Morning Market Briefing
Tom, Andrew, & Ben discussed Israel/Iran Updates, Nvidia add new AI chips for China, Disney Earnings, Eli Lily weight loss drug approval, & bond auct…
3 years ago