Episodes
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Andrew, Ben, and Tom discuss yesterday's consumer confidence data, retail earnings, and the slow housing market.
For information on how to join the Zoom calls live each morning at 8:30 EST, visit
https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure -
Episodes manquant?
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Andrew, Ben, and Tom discuss Netanyahu calling the Rafah airstrike a mistake, Sunak's promise to reinstitute National Service requirements, and Apple's iPhone shipments to China in April.
For information on how to join the Zoom calls live each morning at 8:30 EST, visit
https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure -
Ben and Tom discuss PMI coming in better than expected, the NCAA allowing colleges to pay college athletes, and various earnings.
For information on how to join the Zoom calls live each morning at 8:30 EST, visit
https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure -
Andrew, Ben, and Tom discuss Nvidia crushing earnings, Dupont splitting into three companies, Fed Minutes, Rushi Sunak's calls for surprise snap elections, and the bird flu fears.
For information on how to join the Zoom calls live each morning at 8:30 EST, visit
https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure -
Andrew, Ben, and Tom discuss UK inflation falling, the US seeing a slowdown in big-ticket purchases, LULU losing it's Chief Product Officer and various earnings.
For information on how to join the Zoom calls live each morning at 8:30 EST, visit
https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure -
Ben and Tom discuss JPM Investor Day, Microsoft's Copilot PCs, ICC prosecuting Netanyahu for war crimes, and FDIC Chairman Martin Gruenberg to step down.
For information on how to join the Zoom calls live each morning at 8:30 EST, visit
https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure -
Ben and Tom discuss the copper short squeeze, Iranian president Ebrahim Raisi's death, and Basel Endgame.
For information on how to join the Zoom calls live each morning at 8:30 EST, visit
https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure -
Today on The Morning Market Briefing, Ben and Tom discuss mixed retail sales and industrial production data out of China, Canadian Teamsters strike pushed off, and Bank of America Institute findings.
For information on how to join the Zoom calls live each morning at 8:30 EST, visit
https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure -
Today on The Morning Market Briefing, Ben and Tom discuss yesterday's inflation data leaking 30 minutes early, Shein is pursuing a London listing, 13-F filings drop, & WMT earnings.
For information on how to join the Zoom calls live each morning at 8:30 EST, visit
https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure -
On today's episode of The Morning Market Briefing, Andrew, Ben, and Tom discuss this morning's inflation data, CPI estimates, retail sales, and Tom's trip to Chicago.
For information on how to join the Zoom calls live each morning at 8:30 EST, visit
https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure -
On today's episode of the Morning Market Briefing, Andrew and Ben discuss HD earnings, small business optimism, Walmart cutting jobs and making remote workers return to offices, and PPI data.
For information on how to join the Zoom calls live each morning at 8:30 EST, visit
https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure -
On today's episode of the Morning Market Briefing, Andrew reviews Apple's AI strategy, Georgia becoming the second largest data center hub, Berkshire Hathway's $200 billion in cash, and Timiraos' comments on housing.
For information on how to join the Zoom calls live each morning at 8:30 EST, visit
https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure -
Andrew & Tom discuss Apple canceling their iPad ad, the UK exiting their recession, TSMC's monthly sales surge, and Biden's tariffs.
For information on how to join the Zoom calls live each morning at 8:30 EST, visit
https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure -
Andrew, Ben, & Tom discuss Biden's recent CNN interview, the Bank of England keeping rates unchanged, & MLR earnings.
For information on how to join the Zoom calls live each morning at 8:30 EST, visit
https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure -
Andrew, Ben, and Tom discuss the biggest winners and losers this earnings season.
For information on how to join the Zoom calls live each morning at 8:30 EST, visit
https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure -
Apologies for the delay. We busy grinding. Andrew, Ben, and Tom review the Berkshire Hathaway annual meeting and Howard Schultz's words of advice for Starbucks.
For information on how to join the Zoom calls live each morning at 8:30 EST, visit
https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure -
Andrew, Ben, & Tom discuss AAPL earnings and jobs numbers.
For information on how to join the Zoom calls live each morning at 8:30 EST, visit
https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure -
Ben and Tom discuss yesterday's ISM manufacturing numbers, the Fed's decision to hold rates, the Canadian rail strike, and big earnings blow-ups.
For information on how to join the Zoom calls live each morning at 8:30 EST, visit
https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure - Montre plus