The Morning Market Briefing

Andrew and Tom discuss Trump's meeting with Putin and Zelensky returning to DC today. 

Song: Sweet Child O' Mine - Guns N' Roses

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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 Heidecker

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Andrew, Ben, and Tom discuss this morning's PPI data and various earnings.  

Song: I'm in a Hurry (And Don't Know Why) - Alabama

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

Song: Innerbloom - Rüfüs Du Sol

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Ben and Tom discuss this morning's CPI data, small business optimism, and the HBI-Gildan merger. 

Song: Beautiful Disaster - 311

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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 in our fantasy football league. 

Song: Roundabout - YES

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Ben and Tom discuss Meta's funding plan and various earnings.

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Andrew and Tom discuss Apple's $600B investment, BoE rate cut, and various earnings.

Song: Corduroy - Pearl Jam

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Andrew, Ben, and Tom discuss early vs. late cycle, ISM services, and various earnings. 

Song: Drown - Smashing Pumpkins

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

Song: Heaven Beside You - Alice In Chains

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Please see disclosures:
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