The Morning Market Briefing

Geopolitical Update & Q3 GDP Exceeds Expectations | December 23, 2025 – Morning Market Briefing

23 Dec 2025

Contributed by Lukas

Ben provides an update on geopolitics and Q3 GDP data. Today was our final stream on Zoom. Starting next Monday, the 29th, we’ll be streaming on You...

Apollo Scales Back Risk & Chicago Raises Property Taxes | December 22, 2025 – Morning Market Briefing

22 Dec 2025

Contributed by Lukas

Andrew, Ben, and Tom discuss Apollo pulling back on risk, Chicago shifting property taxes away from commercial properties, and Beth Hammack urging a p...

Nike China Sales Plunge & Yen Weakens Despite BOJ Rate Hikes | December 19, 2025 – Morning Market Briefing

19 Dec 2025

Contributed by Lukas

Andrew, Ben, and Tom discuss Nike’s earnings, FedEx’s earnings, and the weakening yen.Song: Wonderful Christmastime - Paul McCartneyFor informatio...

CPI Comes in Cooler Than Expected & Micron Crushes Earnings | December 18, 2025 – Morning Market Briefing

18 Dec 2025

Contributed by Lukas

Andrew, Ben, and Tom discuss this morning’s CPI data, Micron’s earnings, and Trump’s address to the nation.Song: YMCA (Christmas Version) - Furn...

OpenAI Secures $10B from Amazon & UK Inflation Falls | December 17, 2025 – Morning Market Briefing

17 Dec 2025

Contributed by Lukas

Andrew, Ben, and Tom discuss OpenAI’s Amazon deal, UK inflation, and expectations ahead of Trump’s address to the nation.Song: The Christmas Shoes...

October–November Jobs Reports & Ford Scales Back EV Plans | December 16, 2025 – Morning Market Briefing

16 Dec 2025

Contributed by Lukas

Andrew, Ben, and Tom discuss the October and November jobs reports and Ford’s restructuring of its EV program.Song: Little Saint Nick - Beach BoysFo...

iRobot Files for Bankruptcy & ServiceNow’s Latest Acquisition | December 15, 2025 – Morning Market Briefing

15 Dec 2025

Contributed by Lukas

Ben and Tom discuss iRobot’s bankruptcy, ServiceNow’s latest acquisition, and the Fed chair search narrowing to two Kevins. Song: Christmas in Di...

Lululemon CEO to Step Down, While Earnings Come In Strong | December 12, 2025 – Morning Market Briefing

12 Dec 2025

Contributed by Lukas

Andrew and Tom give an update on the market and discuss several earnings reports.Song: That Was A Crazy Game of Poker - O.A.R.For information on how t...

Takeaways From Yesterday’s Fed Meeting & Oracle Results | December 11, 2025 – Morning Market Briefing

11 Dec 2025

Contributed by Lukas

Andrew, Ben, and Tom discuss their takeaways from yesterday’s Fed meeting and break down Oracle’s earnings.Song: I Will Possess Your Heart - Death...

Fed Decision Day: Will the Fed Cut Rates? | December 10, 2025 – Morning Market Briefing

10 Dec 2025

Contributed by Lukas

Andrew, Ben, and Tom discuss the potential outcomes of today's Fed meeting.Song: Pardon Me - IncubusFor information on how to join the Zoom calls live...

Nvidia H200 Cleared for China | December 9, 2025 – Morning Market Briefing

09 Dec 2025

Contributed by Lukas

Andrew, Ben, and Tom discuss the ensuing Paramount drama, Nvidia’s H200 approval to China, and Trump’s affordability tour.Song: Shut Your Eyes - S...

IBM Nears $11B Confluent Deal & Trump’s Farm-Aid Program | December 8, 2025 – Morning Market Briefing

08 Dec 2025

Contributed by Lukas

Andrew, Ben, and Tom discuss IBM’s near $11B deal for data-infrastructure company Confluent, the Trump administration’s $12B farm-aid program, and...

Warner Bros. Begins Exclusive Deal Talks with Netflix | December 5, 2025 – Morning Market Briefing

05 Dec 2025

Contributed by Lukas

Andrew, Ben, and Tom discuss the Warner Bros. and Netflix deal talks, Meta scaling back the Metaverse, and Scheinbaum’s first meeting with Trump. S...

Trump Signals Support for "Cute" Japanese Kei Cars | December 4, 2025 – Morning Market Briefing

04 Dec 2025

Contributed by Lukas

Andrew, Ben, and Tom discuss Trump’s announcements yesterday and bond investors’ concerns about Kevin Hassett. Song: Colder Weather - Zac Brown B...

More Cautious Consumer Spending & The Dell Family Donation | December 3, 2025 – Morning Market Briefing

03 Dec 2025

Contributed by Lukas

Ben and Tom discuss ADP employment, the Dell family donation, and updates on the consumer.Song: Back to December - Taylor SwiftFor information on how ...

Code Red at OpenAI & Mixed ISM Manufacturing Report | December 2, 2025 – Morning Market Briefing

02 Dec 2025

Contributed by Lukas

Ben discusses Apple's AI chief is out, OpenAI's code red warning, Signet earnings, and ISM Manufacturing.Song: A Long December - Counting CrowsFor inf...

Black Friday Sales & Central Bank Rate Cuts | December 1, 2025 – Morning Market Briefing

01 Dec 2025

Contributed by Lukas

Ben and Tom discuss Black Friday sales, central bank rate cuts, and slowing auto sales.Song: December - Collective SoulFor information on how to join ...

Urban Outfitters Posts Strong Earnings & Nvidia Continues to Play Defense | November 26, 2025 – Morning Market Briefing

26 Nov 2025

Contributed by Lukas

Andrew and Tom discuss Urban Outfitters earnings, Nvidia defending itself once again, and a college football preview.Song: Thank God I’m a Country B...

Ukraine Agrees to Potential Peace Deal & Meta to Use Alphabet's TPUs | November 25, 2025 – Morning Market Briefing

25 Nov 2025

Contributed by Lukas

Andrew, Ben, and Tom discuss the potential Russia/Ukraine peace deal, Meta in talks to use Alphabet's TPUs, and Nvidia's "We're not Enron" memo.Song: ...

Bessent Speaks on Inflation & Russia/Ukraine Peace Deal Progress | November 24, 2025 – Morning Market Briefing

24 Nov 2025

Contributed by Lukas

Andrew, Ben, and Tom discuss Bessent's interview with Meet the Press, progress on the Russia/Ukraine peace deal, and Lenovo stockpiling memory chips. ...

Market Sell-Off Continues & Gap Earnings | November 21, 2025 – Morning Market Briefing

21 Nov 2025

Contributed by Lukas

Andrew, Ben, and Tom discuss the sell-off, GAP earnings, and the week ahead. Song: Hash Pipe - WeezerFor information on how to join the Zoom calls li...

Nvidia Shocks the Market with an Earnings Beat | November 20, 2025 – Morning Market Briefing

20 Nov 2025

Contributed by Lukas

Andrew, Ben, and Tom discuss Nvidia earnings, Walmart's move to Nasdaq, and Mamdani's upcoming visit to the White House.Song: All My Rowdy Friends (Ha...

Saudi Arabia Commits Nearly $1 Trillion in US Investment | November 19, 2025 – Morning Market Briefing

19 Nov 2025

Contributed by Lukas

Andrew, Ben, and Tom discuss Trump's meeting with MBS and an update on the China rare earth deal. Song: Every Rose Has Its Thorn - PoisonFor informat...

What to Make of the Market Sell-Off | November 18, 2025 – Morning Market Briefing

18 Nov 2025

Contributed by Lukas

Ben and Tom discuss Home Depot earnings and what to make of the market sell-off. Song: You Don’t Know How It Feels - Tom PettyFor information on ho...

Tim Cook Preparing to Step Down as Apple CEO | November 17, 2025 – Morning Market Briefing

17 Nov 2025

Contributed by Lukas

Andrew, Ben, and Tom discuss Apple stepping up its succession planning for Tim Cook, Berkshire's stake in Alphabet, and the week ahead. Song: Wrapped...

Yesterday's Market & Portable Mortgages | November 14, 2025 – Morning Market Briefing

14 Nov 2025

Contributed by Lukas

Andrew, Ben, and Tom discuss what happened in yesterday's market, the bidding war for Warner Bros, portable mortgages, and the week ahead. Song: Koko...

Government Shutdown Ends & Michael Burry Closes Shop | November 13, 2025 – Morning Market Briefing

13 Nov 2025

Contributed by Lukas

Ben and Tom discuss the end of the shutdown and its impact, Michael Burry’s decision to close his hedge fund, and various earnings reports.Song: The...

Bessent Says Tariff Relief on Fruit and Coffee is Coming | November 12, 2025 – Morning Market Briefing

12 Nov 2025

Contributed by Lukas

Andrew, Ben, and Tom discuss Bessent's latest comments on tariffs, AMD reenergizing data center interest, and the US Navy considering a temporary base...

Senate Passes Shutdown Deal & NFIB Small Business Optimism | November 11, 2025 – Morning Market Briefing

11 Nov 2025

Contributed by Lukas

Ben and Tom discuss the Senate passing the shutdown deal and NFIB small business optimism. Song: Fortunate Son - Creedence Clearwater Revival For in...

Visa/Mastercard Nearing Settlement with Merchants & Shutdown Progress | November 10, 2025 – Morning Market Briefing

10 Nov 2025

Contributed by Lukas

Andrew, Ben, and Tom discuss the Visa/Mastercard settlement and an update on the shutdown. Song: Where the Blacktop Ends - Keith UrbanFor information...

Record $5.53 Trillion in MMF | November 7, 2025 – Morning Market Briefing

07 Nov 2025

Contributed by Lukas

Ben discusses various company's news, the effects of record high MMF balances, and gives his thoughts on football for the weekend ahead. For informat...

Tariff Hearings in the Supreme Court & Apple's Deal with Google for AI Siri | November 6, 2025 – Morning Market Briefing

06 Nov 2025

Contributed by Lukas

Ben discusses the tariff hearings in the Supreme Court, Bank of England, and Apple's new deal with Google for AI Siri. We had internet issues this mor...

NYC Mayoral Election Results | November 5, 2025 – Morning Market Briefing

05 Nov 2025

Contributed by Lukas

Ben and Tom discuss the New York mayoral election results, weight loss drugs, Japan, AI company earnings, and Google's acquisition of Wiz.Song: In Spi...

Local Election Day Across the US & ISM Manufacturing Suggests Lower Inflation | November 4, 2025 – Morning Market Briefing

04 Nov 2025

Contributed by Lukas

Ben and Tom discuss the New York mayoral elections, the ISM Manufacturing Report, and Starbucks selling 60% of its China unit to Boyu Capital. Song: ...

Alphabet Selling Euros to Fund AI Expansion & China Deal Update | November 3, 2025 – Morning Market Briefing

03 Nov 2025

Contributed by Lukas

Andrew, Ben, and Tom discuss Alphabet selling 3 billion Euros and update on the China deal.     Song: Rock’n Me - Steve Miller BandFor informati...

Money 20/20 Conference: The Morning Market Briefing LIVE – Leveraging a Firm Podcast to Educate Clients and Build Trust

31 Oct 2025

Contributed by Lukas

This past week, we traveled to Las Vegas to do a live podcast at the Money 20/20 conference. This is the recording from our session. For information ...

Apple, Amazon Earnings & More Private Credit Fraud | October 31, 2025 – Morning Market Briefing

31 Oct 2025

Contributed by Lukas

Andrew, Ben, and Tom discuss more big tech earnings and the latest private credit fraud.   Song: Thriller - Michael JacksonFor information on how to...

Trump Meets with Xi & Big Tech Earnings | October 30, 2025 – Morning Market Briefing

30 Oct 2025

Contributed by Lukas

Andrew, Ben, and Tom discuss Trump's meeting with Xi and big tech earnings.  Song: Jet Airliner - Steve Miller BandFor information on how to join th...

LIVE From Las Vegas: Nvidia's New Partnerships & US-Japan Trade Deal | October 29, 2025 – Morning Market Briefing

29 Oct 2025

Contributed by Lukas

Andrew, Ben, and Tom, live from Las Vegas, discuss the latest conference topics, Nvidia's new partnerships, and the US-Japan trade deal. Please forgiv...

LIVE From Las Vegas: Amazon Job Cuts & UPS Crushes Earnings | October 28, 2025 – Morning Market Briefing

28 Oct 2025

Contributed by Lukas

Andrew, Ben, and Tom, live from Las Vegas, discuss the latest conference topics, Amazon job cuts, UPS earnings, and SBUX in China. Please forgive the ...

LIVE From Las Vegas: Argentina Elections & Apple's Plan for More Ads | October 27, 2025 – Morning Market Briefing

27 Oct 2025

Contributed by Lukas

Andrew and Tom, live from Las Vegas, discuss the latest conference topics, Argentina’s elections, and Apple's plan for ads on maps. Please forgive t...

Trump Terminates Canada Trade Talks & CPI Comes in Cold | October 24, 2025 – Morning Market Briefing

24 Oct 2025

Contributed by Lukas

Andrew and Ben discuss the Canada trade talks, Argentina elections, September CPI, and various earnings.  Song: Sold (The Grundy County Auction Inci...

Sanctions on Russian Oil Companies & Tesla Earnings | October 23, 2025 – Morning Market Briefing

23 Oct 2025

Contributed by Lukas

Andrew and Ben discuss the sanctions on Russia, beef prices, and Tesla earnings. Song: Pride and Joy - Stevie Ray VaughanFor information on how to j...

US-India Deal Seems Likely & UK Inflation | October 22, 2025 – Morning Market Briefing

22 Oct 2025

Contributed by Lukas

Andrew, Ben, and Tom discuss the potential India deal, UK inflation, and various earnings. Song: Change the World - Eric ClaptonFor information on ho...

US Army Meets with Private Equity | October 21, 2025 – Morning Market Briefing

21 Oct 2025

Contributed by Lukas

Andrew, Ben, and Tom discuss US Army Secretary Dan Driscoll and Scott Bessent meeting with 15 PE firms and various earnings. Song: Blue Sky - The All...

Why Do We Own These Companies | October 20, 2025 – Morning Market Briefing

20 Oct 2025

Contributed by Lukas

Andrew, Ben, and Tom review the weekend’s college football games and discuss a handful of companies we own and why.Song: The Beatles - Get BackFor i...

Bad Loans & The Dangers of Alternative Fixed Income | October 17, 2025 – Morning Market Briefing

17 Oct 2025

Contributed by Lukas

Ben, Tom, and Andrew discuss Andrew's birthday surprise, bad loans from regional banks/private credit, market volatility, earnings results, and the co...

Beige Book Overview & A Comeback in U.S. Manufacturing | October 16, 2025 – Morning Market Briefing

16 Oct 2025

Contributed by Lukas

Ben, Tom, and Andrew discuss the Fed's Summary of Commentary on Economic Conditions (the Beige Book), a comeback in American manufacturing, more earni...

AI Company Updates & Bank Earnings Reports | October 15, 2025 – Morning Market Briefing

15 Oct 2025

Contributed by Lukas

Ben, Tom, and Andrew discuss updates on companies tied to the AI boom, markets making a comeback, Powell's Adam Smith Award lecture, and GSIB earnings...

Rate Cuts on the Horizon & Power Demand for AI | October 14, 2025 – Morning Market Briefing

14 Oct 2025

Contributed by Lukas

Ben, Tom, and Andrew discuss rate cut odds, a peace deal in Ukraine, the AI trade, and bank earnings.For information on how to join the Zoom calls liv...

Market Sell-Off and Rebound | October 13, 2025 – Morning Market Briefing

13 Oct 2025

Contributed by Lukas

Ben, Tom, and Andrew discuss Friday's sell-off, international news, and the week ahead.For information on how to join the Zoom calls live each morning...

AI Trade is Back On | October 10, 2025 – Morning Market Briefing

10 Oct 2025

Contributed by Lukas

Ben discusses the pick up in AI trade, international news, and what to be on the lookout for next week.For information on how to join the Zoom calls l...

New Prime Minister in France and First Brands Bankruptcy | October 9, 2025 – Morning Market Briefing

09 Oct 2025

Contributed by Lukas

Andrew and Tom discuss international news, First Brands bankruptcy, and various company earnings.For information on how to join the Zoom calls live ea...

Oracle's AI Cloud Business and Fed Minutes | October 8, 2025 – Morning Market Briefing

08 Oct 2025

Contributed by Lukas

Ben and Tom discuss Oracle's AI Cloud Business, Fed Minutes, and 10-year auction expectations.For information on how to join the Zoom calls live each ...

Tesla News and Constellation Brands Earnings | October 7, 2025 – Morning Market Briefing

07 Oct 2025

Contributed by Lukas

Ben, Tom, and Andrew discuss Tesla news, Constellation Brands, and bond rate expectations.For information on how to join the Zoom calls live each morn...

Political Unrest - Another Prime Minister Resignation in France | October 6, 2025 – Morning Market Briefing

06 Oct 2025

Contributed by Lukas

Ben, Tom, and Andrew discuss Foxconn sales, Japan's prime minister, and give an update on the government shutdown. For information on how to join the...

CFA Meeting Recap: Is Stagflation Ahead? | October 3, 2025 – Morning Market Briefing

03 Oct 2025

Contributed by Lukas

Andrew and Tom discuss yesterday's CFA meeting and the week ahead. Song: My Own Prison - CreedFor information on how to join the Zoom calls live each...

Shutdown Negotiations Continue & Mixed ISM Manufacturing Report | October 2, 2025 – Morning Market Briefing

02 Oct 2025

Contributed by Lukas

Andrew, Ben, and Tom discuss the government shutdown and yesterday's ISM manufacturing report.Song: Closing Time - SemisonicFor information on how to ...

TrumpRx & the US Government Shuts Down | October 1, 2025 – Morning Market Briefing

01 Oct 2025

Contributed by Lukas

Andrew, Ben, and Tom discuss Nike earnings, TrumpRX and the government shutdown. Song: Closing Time - SemisonicFor information on how to join the Zoo...

US Proposal for Israel-Gaza Peace | September 30, 2025 – Morning Market Briefing

30 Sep 2025

Contributed by Lukas

Andrew, Ben, and Tom discuss the major points of the Israel-Gaza peace announcement, an update on the potential government shutdown, and Hegseth's mys...

Strategic M&A Continues & Potential Government Shutdown | September 29, 2025 – Morning Market Briefing

29 Sep 2025

Contributed by Lukas

Andrew, Ben, and Tom discuss the latest M&A activity, potential government shutdowns, and Goldman Sachs' upgrade of equities to overweight. Song:...

August PCE Data Points to Strong Consumer Spending | September 26, 2025 – Morning Market Briefing

26 Sep 2025

Contributed by Lukas

Ben and Tom discuss this morning's PCE data, GDP revision, and more Fed talk. Song: Good Vibrations - The Beach BoysFor information on how to join th...

Breaking Down Miran’s Interest Rate Comments & Yesterday's CFA Meeting | September 25, 2025 – Morning Market Briefing

25 Sep 2025

Contributed by Lukas

Ben and Tom discuss KB Home earnings, Stephen Miran's comments from the Economic Club of New York, and recapping yesterday's CFA meeting.Song: Fly Lik...

Micron Crushes Earnings & Trump at the UN General Assembly | September 24, 2025 – Morning Market Briefing

24 Sep 2025

Contributed by Lukas

Ben discusses Micron earnings, Trump at the UN General Assembly, and Powell's comments on inflation. Song: Touch of Grey - Grateful DeadFor informati...

Autism Announcement & Nvidia Investing up to $100B in OpenAI | September 23, 2025 – Morning Market Briefing

23 Sep 2025

Contributed by Lukas

Ben discusses yesterday's Autism Announcement, Bessent's comments on Argentina, and Nvidia's investment of up to $100 billion in OpenAI. Song: If Th...

Pfizer’s Latest Deal & New H-1B Rules | September 22, 2025 – Morning Market Briefing

22 Sep 2025

Contributed by Lukas

Ben discusses Pfizer's latest acquisition and the implications of the new H-1B rules. Song: September - Earth, Wind, & FireFor information on how...

Housing Insights from Lennar & BOJ Leaves Rates Unchanged | September 19, 2025 – Morning Market Briefing

19 Sep 2025

Contributed by Lukas

Andrew, Ben, and Tom discuss Lennar earnings, Bank of Japan's rate decision, and the week ahead. Song: Amie - Pure Prairie LeagueFor information on h...

The Fed Cuts Rates & Nvidia Pours $5B into Intel | September 18, 2025 – Morning Market Briefing

18 Sep 2025

Contributed by Lukas

Andrew, Ben, and Tom discuss yesterday's rate cut, BOE meeting, Darden earnings, and Nvidia investing $5B in Intel. Song: You Never Even Called Me by...

TikTok Deal Framework Leaks & Pharma Companies Invest in the US | September 17, 2025 – Morning Market Briefing

17 Sep 2025

Contributed by Lukas

Andrew and Ben discuss the TikTok deal framework, pharma companies investing in the US, and a preview of the Fed meeting today. For information on ho...

Global Tensions and Market Impact Ahead of the Fed Meeting | September 16, 2025 – Morning Market Briefing

16 Sep 2025

Contributed by Lukas

Ben and Tom discuss international issues and their potential impact on the market and tomorrow's Fed meeting. Song: Fire on the Mountain - The Marsha...

US-China Talks Continue & German Election Results | September 15, 2025 – Morning Market Briefing

15 Sep 2025

Contributed by Lukas

Andrew and Ben discuss US-China talks, German elections, Mark Carney's homebuilding plan, and the week ahead. Song: Family Tradition - Hank Williams ...

Next Week's Fed Meeting: Will We Get a Cut? | September 12, 2025 – Morning Market Briefing

12 Sep 2025

Contributed by Lukas

Andrew, Ben, and Tom share thoughts ahead of next week's Fed meeting. Song: Minute by Minute - The Doobie Brothers  For information on how to join ...

Our Reflections on Charlie Kirk's Assassination | September 11, 2025 – Morning Market Briefing

11 Sep 2025

Contributed by Lukas

Andrew, Ben, and Tom discuss the tragic assassination of Charlie Kirk and yesterday's market. Song: Where Were You - Alan Jackson For information on...

Oracle's Plan to Lead AI for the Enterprise & PPI Comes in Cold | September 10, 2025 – Morning Market Briefing

10 Sep 2025

Contributed by Lukas

Andrew, Ben, and Tom discuss Oracle's jump after earnings, the iPhone 17, Lisa Cook keeping her job, and this morning's PPI data. Song: Karma Police ...

France Fires Their Prime Minister & Apple Event Preview | September 9, 2025 – Morning Market Briefing

09 Sep 2025

Contributed by Lukas

Ben and Tom discuss France's firing of their Prime Minister, the NFIB Small Business Optimism, and a preview of Apple's event today.Song: Say It Ain't...

Bessent Blasts the Fed in Latest Articles | September 8, 2025 – Morning Market Briefing

08 Sep 2025

Contributed by Lukas

Andrew, Ben, Hannah, and Tom discuss Bessent's latest articles on the Fed, Japan's Prime Minister's plan to resign, and the week ahead.  For informa...

Lululemon Flops on Earnings & ISM Services | September 5, 2025 – Morning Market Briefing

05 Sep 2025

Contributed by Lukas

Andrew, Pedro, and Tom discuss Stephen Miran's testimony, ISM services, Lululemon and Broadcom earnings. Song: Walkin' on the Sun - Smash Mouth For ...

JOLTS Report & Stephan Miran Facing Senate Confirmation | September 4, 2025 – Morning Market Briefing

04 Sep 2025

Contributed by Lukas

Andrew and Hicks discuss the JOLTS report, CRM earnings, the German economy expectation of slower growth, and Stephen Miran facing Senate confirmation...

Google Dodges the Antitrust Bullet | September 3, 2025 – Morning Market Briefing

03 Sep 2025

Contributed by Lukas

Andrew and Tom discuss Google's avoidance of the antitrust breakup, Klarna's potential IPO, and ISM manufacturing.  Song: (Just Like) Starting Over ...

Kraft Heinz is Splitting Up & Eurozone Inflation | September 2, 2025 – Morning Market Briefing

02 Sep 2025

Contributed by Lukas

Andrew and Tom discuss this weekend's college football, Kraft Heinz splitting up, and Eurozone inflation. Song: Maggie May - Rod Stewart For informa...

The College Football Preview | August 29, 2025 – Morning Market Briefing

29 Aug 2025

Contributed by Lukas

Andrew provides five things you should rethink about college football, some individual team themes, and a preview of the weekend. We got a new mixer....

Nvidia Earnings & Mexico to Increase Tariffs on China | August 28, 2025 – Morning Market Briefing

28 Aug 2025

Contributed by Lukas

Andrew and Hicks discuss Nvidia earnings, Mexico increasing Tariffs on China, and tonight's college football games. We got a new mixer. If the sound ...

India Tariffs Jump to 50% & Record Levels of Share Buybacks | August 27, 2025 – Morning Market Briefing

27 Aug 2025

Contributed by Lukas

Andrew and Hicks discuss the concerns surrounding Lisa Cook's firing, India's tariff jumping to 50%, and share buybacks hitting record highs.  We go...

Lisa "The Fraudster" Cook is Fired | August 26, 2025 – Morning Market Briefing

26 Aug 2025

Contributed by Lukas

Andrew and Tom discuss Trump firing Lisa Cook, Eli Lilly completing late-stage trial of Oforgilpron, and EssilorLuxxotica reportedly taking a 20% stak...

US Takes Stake in Intel & Chili's is Back | August 25, 2025 – Morning Market Briefing

25 Aug 2025

Contributed by Lukas

Andrew and Tom discuss Powell's speech from Friday, the US taking its 10% stake in Intel, and Chili's is back.Song: I Saw Her Standing There - The Bea...

Nvidia Halts H20 Production & Jackson Hole Preview | August 22, 2025 – Morning Market Briefing

22 Aug 2025

Contributed by Lukas

Andrew, Pedro, and Tom discuss Nvidia halting H20 production, Meta poaching Apple executives, and a preview of Jackson Hole. Song: A New Man - Jerry ...

Fed Governer Lisa Cook Under Fire & Initial Jobless Claims | August 21, 2025 – Morning Market Briefing

21 Aug 2025

Contributed by Lukas

Andrew and Tom discuss Nick Timiraos's unusual article comparing Jay Powell to the pope, Fed Governor Lisa Cook's mortgage fraud, and initial jobless ...

Target Taps COO to Lead Turnaround & Truist's Bold New Strategy | August 20, 2025 – Morning Market Briefing

20 Aug 2025

Contributed by Lukas

Andrew and Tom discuss Target's new CEO, Trump's bond portfolio, and Truist's latest strategy to capture the "Mass Affluent." Song: Oye Como Va - San...

Trump Pushing for a "Trilat" with Zelensky and Putin | August 19, 2025 – Morning Market Briefing

19 Aug 2025

Contributed by Lukas

Andrew and Tom discuss yesterday's meeting with Zelensky in DC, Chamath's new SPAC, and HD earnings. For information on how to join the Zoom calls li...

Zelensky Returns to DC to Meet with Trump and European Leaders | August 18, 2025 – Morning Market Briefing

18 Aug 2025

Contributed by Lukas

Andrew and Tom discuss Trump's meeting with Putin and Zelensky returning to DC today. Song: Sweet Child O' Mine - Guns N' RosesFor information on ho...

The US Takes Stake in Intel & Retail Sales | August 15, 2025 – Morning Market Briefing

15 Aug 2025

Contributed by Lukas

Andrew, Ben, Tom, and Pedro discuss Berkshire's recent buy of UNH, the US taking a stake in Intel, and retail sales. Song: Chillin' in Alaska - Tim H...

PPI Comes in Hotter than Expected | August 14, 2025 – Morning Market Briefing

14 Aug 2025

Contributed by Lukas

Andrew, Ben, and Tom discuss this morning's PPI data and various earnings.  Song: I'm in a Hurry (And Don't Know Why) - AlabamaFor information on ho...

Perplexity Offers to Buy Google Chrome & Yesterday's Rally | August 13, 2025 – Morning Market Briefing

13 Aug 2025

Contributed by Lukas

Andrew, Ben, and Tom discuss yesterday's market rally, Bessent's latest comments on rates, and Perplexity's offer to buy Google Chrome.  Song: Inner...

Small Business Optimism Rises & CPI Remains Steady | August 12, 2025 – Morning Market Briefing

12 Aug 2025

Contributed by Lukas

Ben and Tom discuss this morning's CPI data, small business optimism, and the HBI-Gildan merger. Song: Beautiful Disaster - 311For information on how...

AMD & Nvidia to Pay 15% China Revenue to the US | August 11, 2025 – Morning Market Briefing

11 Aug 2025

Contributed by Lukas

Andrew, Ben, and Tom discuss AMD and Nvidia paying 15% of their China revenue to the US. Please reach out to [email protected] if you are interested i...

Meta Lands Funding Deal with Pimco and Blue Owl | August 8, 2025 – Morning Market Briefing

08 Aug 2025

Contributed by Lukas

Ben and Tom discuss Meta's funding plan and various earnings.For information on how to join the Zoom calls live each morning at 8:30 EST, visit:https:...

Apple $600 Investment Announcement & 100% Tariffs on Semiconductors | August 7, 2025 – Morning Market Briefing

07 Aug 2025

Contributed by Lukas

Andrew and Tom discuss Apple's $600B investment, BoE rate cut, and various earnings.Song: Corduroy - Pearl JamFor information on how to join the Zoom ...

Where Are We in the Cycle? Early vs. Late Cycle | August 6, 2025 – Morning Market Briefing

06 Aug 2025

Contributed by Lukas

Andrew, Ben, and Tom discuss early vs. late cycle, ISM services, and various earnings. Song: Drown - Smashing PumpkinsFor information on how to join ...

San Francisco Fed President Mary Daly Calls for Cuts | August 5, 2025 – Morning Market Briefing

05 Aug 2025

Contributed by Lukas

Andrew and Ben discuss San Francisco Fed President Mary Daly's call for interest rate cuts, trade balance data, and various earnings. Song: Heaven Be...

BLS Director Erika McEntarfer Fired | August 4, 2025 – Morning Market Briefing

04 Aug 2025

Contributed by Lukas

Andrew and Ben discuss BLS Director Erika McEntarfer being fired by Trump, Fed Governor replacement for Andrea Kugler, and Berkshire Hathaway earnings...