Andrew, Ben, and Tom cover the CPI print, diesel hitting a record $6/gallon, Kevin Warsh's potential surprise double cut, Middle East shipping tensions, and France's debt cancellation debate. Join our…
Andrew, Ben, and Tom cover Apple's $2K foldable iPhone Duo launch and Quest Diagnostics health-app tie-up, plus Bessent's $6B bond buyback, the ECB rate hike, and Trump's proposed $5K dividend. Join…
Andrew, Ben, and Tom break down Scott Bessent's bond buyback program going live, plus today's Apple event, Sunbelt earnings, and industry conference readouts from Smithfield and UHS. Join our live…
Andrew and Ben unpack Bessent's $40 oil call against crude at $94, Canada's new 50% tariffs, the Fannie-Freddie housing ads, and Germany's AfD election shock. Join our live YouTube stream Monday…
Andrew, Ben, and Tom unpack August's 162K jobs blowout versus a 55K forecast, plus Lululemon's 19% plunge, Adobe's new CEO, and Tesla's Cybercab flop. Join our live YouTube stream Monday through…
Andrew, Ben, and Tom break down Broadcom's 3% dip and use a New York City delivery analogy to finally explain the difference between CPUs, GPUs, and XPUs, plus updates on Iran, Russia, and Snowflake's…
Andrew, Ben, and Tom debate whether markets are facing real chaos or just noise as oil jumps back to $90 on Iran tensions, ISM manufacturing cools, and midterm uncertainty builds, plus Elon Musk's G20…
Andrew, Ben, and Tom break down Nvidia's blowout revenue forecast and reaction from Okta, CrowdStrike, and Salesforce, plus Meta's $17.1 billion settlement over teen safety and new usage restrictions.…
Andrew, Ben, and Tom break down Nvidia's $35 billion Lambda/Anthropic cloud deal and new MediaTek partnership that squeezes Broadcom and Marvell, plus Bessent's latest comments on bonds and inflation.…
Andrew, Ben, and Tom dig into Bessent's scorched-earth letter to Elizabeth Warren, Warsh's hawkish Jackson Hole speech and softer-than-expected BLS jobs revision, plus France's growing sovereign debt…
