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US Widens Iran Strikes + Saudi Arabia Gets Nuclear Deal + Oil to $95 | July 22, 2026 – Morning Market Briefing
Andrew, Ben, and Tom discuss the widening Iran war with the US expanding airstrikes to a military site near Tabriz, Iran activating air defenses in T…
3 months, 1 week ago
What Earnings Tell Us: STLD Signals Broader Growth & Financials Show Strong Consumer | July 21, 2026 – Morning Market Briefing
Andrew, Ben, and Tom discuss what today's earnings say about a broadening economy with 3M raising full-year EPS guidance to $8.80-$8.95 on sharp acce…
3 months, 1 week ago
Iran War Escalates: US Troops Killed, Oil Back to $88 + Domino's Signals Consumer Growth | July 20, 2026 – Morning Market Briefing
Andrew, Ben, and Tom discuss the escalating Iran war with an Iranian strike killing two US service members and injuring others in Jordan, oil rising …
3 months, 1 week ago
Rough Day for US Tech: Google Delays Gemini 3.5, Netflix -10%, China Ships Kimi K3 | July 16, 2026 – Morning Market Briefing
Andrew, Ben, and Tom discuss a rough day for US tech with Google delaying Gemini 3.5 Pro after it underperformed on coding benchmarks, China's Moonsh…
3 months, 1 week ago
Momentum Stocks Get Crushed as Value Rips + SpaceX Starship Attempts Launch Tonight | July 16, 2026 – Morning Market Briefing
Ben and Tom discuss the sharp value-over-momentum rotation with high-flying names getting smashed while broader market breadth improves, SpaceX Stars…
3 months, 1 week ago
PayPal Pops 16% on $53B Stripe/Advent Bid & Lucid Crashes on Bankruptcy Rumor | July 15, 2026 – Morning Market Briefing
Andrew, Ben, and Tom discuss the Reuters report that Stripe and Advent are making a joint $53 billion bid for PayPal at $60.50 per share sending PYPL…
3 months, 2 weeks ago
CPI Falls to 3.5%, Biggest Drop Since 2020 + Bank Earnings Kick Off Strong | July 14, 2026 – Morning Market Briefing
Andrew, Ben, and Tom discuss June CPI falling to 3.5% and core CPI to 2.6% both below expectations with the biggest month-over-month drop since May 2…
3 months, 2 weeks ago
Trump Eyes Australia's Retirement Model + Apple Sues OpenAI Over Trade Secrets | July 13, 2026 – Morning Market Briefing
Ben and Tom discuss President Trump looking "very strongly" at Australia's mandatory 12% employer-contribution retirement model as a potential answer…
3 months, 2 weeks ago
Ben Bernanke Joins Anthropic & Israel Warns of Iran Plot to Assassinate Trump | July 10, 2026 – Morning Market Briefing
Thomas and Tom discuss former Fed Chair Ben Bernanke joining Anthropic's Long-Term Benefit Trust to advise on white-collar job displacement and AI bu…
3 months, 2 weeks ago
War Escalates: Iran Hits US Bases, Russia Bans Diesel + SK Hynix IPO 7x Oversubscribed | July 9, 2026 – Morning Market Briefing
Andrew, Thomas, and Tom discuss the sharp Iran escalation with reports of a cruise missile impact on a nuclear power plant and missiles sent to Jorda…
3 months, 2 weeks ago