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Nvidia Earnings & Presidential Debate Discussion | August 24, 2023 – Morning Market Briefing
Tom, Ben, and Andrew discussed the earnings report of Nvidia, BRICS expansion, and last nights Presidential debate.
For information on how to join the…
3 years, 2 months ago
ADI Earnings & Housing Market Discussion | August 23, 2023 – Morning Market Briefing
Tom, Ben, and Moe discussed a few earnings reports (Foot Locker, Peloton, ADI) as well as the housing market and mortgage applications.
For informatio…
3 years, 2 months ago
ARM IPO & Earnings Updates| August 22, 2023 – Morning Market Briefing
Tom, Ben, and Moe discussed and recapped a few earnings reports and the ARM IPO.
For information on how to join the Zoom calls live each morning at 8…
3 years, 2 months ago
Airworthiness Directive for Raytheon & Fed Chair Speaks at Jackson Hole this Friday | August 21, 2023 – Morning Market Briefing
Andrew, Ben, and Moe discuss the FAA’s “airworthiness directive” addressing the Raytheon engine issue, Jay Powell’s upcoming speech at Jackson Hole, …
3 years, 2 months ago
A Glimpse into Our Fixed Income Strategy Before a Power Outage Cuts the Show Short | August 18, 2023 – Morning Market Briefing
Our call is cut short today by power outages, but before that happens Ben, Tom, and Moe discuss economic data that continues to push rates higher, th…
3 years, 2 months ago
The Picture Remains Murky for the Fed & The Real Estate Market Shows Vulnerability | August 17, 2023 – Morning Market Briefing
Ben, Tom, and Andrew discuss the readthrough of yesterday’s Fed minutes and the impact on rates, earnings from CSCO and Walmart, some M&A activity th…
3 years, 2 months ago
The US Economy Continues to Chug Along & Target Reports Earnings | August 16, 2023 – Morning Market Briefing
Ben, Tom, and Moe discuss the upcoming Fed minutes, the current level of the 10-year yield, the UK inflation report, economic resilience in the US, a…
3 years, 2 months ago
China’s Economy Continues to Falter & The US Reports Big Retail Sales Data | August 15, 2023 – Morning Market Briefing
Ben, Tom, and Moe discuss Chinese economic data that misses estimates, the BOA fund manager survey results, retail sales data showing the consumer re…
3 years, 2 months ago
An Atypical Candidate Emerges in Argentina's Presidential Primary | August 14, 2023 – Morning Market
Ben, Tom, and Andrew discuss interesting election results from Argentina where an atypical candidate seems to be gaining traction, US Steel rejecting…
3 years, 2 months ago
PPI Data Shows Inflation Could Reaccelerate & Biden Comments on the Situation in China | August 11, 2023 – Morning Market Briefing
Tom flies solo to discuss PPI data that tops expectations, the 30-year bond auction, hedge fund positioning, and President Biden’s comments on China.…
3 years, 2 months ago