Tom, Ben, and Andrew discuss the current state of the markets, why we are still buying US equities, updates on the Russia/Ukraine conflict, Russia’s demands in the negotiations, the debate on whether or not to ban Russian oil by NATO countries, the Iranian nuclear deal, and a busy week ahead. For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefingsPlease see disclosures

Tom, Ben, and Andrew discuss the impact of Russia’s capture of a Ukrainian nuclear power plant, the potential next steps for NATO in this conflict, the state of the Iranian nuclear deal, some strong US economic data, and strong earnings for Costco and Broadcom.For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefingsPlease see disclosures

Tom and Ben discuss Jay Powell’s “market soothing” testimony, the potential pace of rate hikes from the Fed, the weight of Russian sanctions on European countries, updates on the Russia/Ukraine conflict, the market impacts of the continued tension, and some strong US economic data coming in. For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefingsPlease see disclosures

Tom, Andrew, and Ben discuss President Biden’s State of the Union Address, updates on the situation in Ukraine, oil prices and production, incoming employment data, and testimony from Fed chair Jay Powell.For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefingsPlease see disclosures

The team continues to discuss the situation in Ukraine, what will need to happen to put an end to the fighting, and the possible economic impacts of this whole situation. The team also touches on Target’s strong earnings, movement within the world of fixed income, Chevron’s investor day, and a preview of the State of the Union Address.For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefingsPlease see disclosures

Tom, Andrew, and Ben discuss the situation as it continues to unfold in Ukraine, the new sanctions that the west has placed on Russia, the effects that these sanctions and how Russia could respond, as well as our thoughts on the upcoming State of the Union Address from President Biden, and much more in a busy week ahead. For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefingsPlease see disclosures

Tom and Andrew discuss the remarks made by President Biden in response to the Russian invasion, the potential sanctions that could be levied against Russia and Putin specifically, and the market’s reaction to the comments made. We also touch on some economic data and COVID related news that is coming in.For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefingsPlease see disclosures

Members of the investment committee discuss the full-scale Russian invasion in Ukraine, the potential response of world leaders, the impact on the US and global economy, the plans of the Federal Reserve in the wake of this news, and how our response within investment portfolios is predicated on disciple. For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefingsPlease see disclosures

Ben, Andrew, and Tom discuss the sanctions unveiled on Russia as Ukraine declares a state of emergency, the potential impact of these sanctions on the global economy, the US Transportation Department awarding $450 million in grants to ports, Micron CEO saying supply chain shortages improving (slowly), and Tenneco being acquired by Apollo. For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefingsPlease see disclosures

Andrew, Ben, and Tom discuss the news coming out of Russia as troops move in for a "peacemaking process", the new "Living with COVID" plan in the UK, solid earnings but softer guidance from HD, and more to come over the rest of the week.For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefingsPlease see disclosures.

Andrew and Ben discuss what led to yesterday's big market sell off, including Biden's claim of an "imminent" Russian invasion, a continued call for aggressive rate hikes, and the continued trend of pandemic winners reverting back to more realistic valuations. This reversion has led to some quality companies getting caught up in the wash, which could create some stock picking opportunities.For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefingsPlease see disclosures.

Ben is rejoined by Tom and Andrew to discuss new housing starts and initial jobless claims data, the big takeaways from yesterday afternoon's Fed minutes release, Amazon and Visa finding some common ground, and earnings from CSCO, NVDA, and Walmart.For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefingsPlease see disclosures.

Ben is flying solo for the next 3 days as Tom and Andrew are on the road. In today's show, Ben starts out with a quick Greek mythology lesson, and then discusses some positive retail sales data from January, What he is looking for in the soon to be released Fed minutes, Mark Zuckerberg's memo on the values of Meta (FB), earnings reports from ABNB and RBLX, and some big earnings coming later today. For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefingsPlease see disclosures.

Members of Narwhal's investment committee discuss the Russia/Ukraine conflict as it continues to evolve, Goldman Sachs cutting its year-end S&P 500 price target, the supply chain ramifications of a COVID outbreak in Hong Kong and the Ambassador Bridge between the US and Canada reopening, and what the team is looking for this week in a busy lineup of earnings and economic 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-briefingsPlease see disclosures.

It’s a hard-hat day at Narwhal as investment committee members focus their discussion on a hot CPI print (7.5% vs est. 7.2%) and the ripples of that hot print in the bond and equity markets. Other news covered includes NYC dropping its indoor mask mandate, Telsa being sued by the state of California, strong earnings out of Disney, consumer staples getting hit on costs, and the price of rock going up.For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefingsPlease see disclosures.

Members of Narwhal's investment committee discuss yesterday’s market rally as futures point up again today, the rumors out of France that tensions surrounding the situation in Russia may be subsiding, oil prices falling on the Russia news and the US nuclear talks with Iran, a telling 30 year bond auction tomorrow at 1pm, and the fact that Tom and Ben are both taking the under on tomorrow’s 8:30am CPI print. For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefingsPlease see disclosures.

Members of Narwhal's investment committee discuss the decline in small business optimism, a rollercoaster of a Monday in the Chinese equity market, Peloton's makeover attempt, the next steps for ARM after its deal with NVDA fell through, and Facebook's threat to pull out of Europe.For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefingsPlease see disclosures.

Members of Narwhal's investment committee discuss last week's exceptional jobs report and the effect on rate hike expectations and the bond market, Frontier's merger with Spirit Airlines, potential suitors for Peloton, more Ukraine/Russia buzz, another busy earnings week, and a critical CPI number coming at week's end. For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefingsPlease see disclosures.

Once again, Tom is on his own to discuss a jobs number that surprised to the upside, ISM services data from yesterday afternoon, AMZN's blow out quarter, SNAP's wild 24 hours, and F's earnings results. For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefingsPlease see disclosures.

With the rest of the team out presenting to clients, Tomcat flies solo to discuss initial jobless claims, differing action from the ECB and the Bank of England, Facebook's massive drop on earnings, MRK's earnings results, and more big companies reporting tonight and tomorrow. For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefingsPlease see disclosures.

Members of Narwhal's investment committee discuss the "gut punch" ADP employment number, how the ECB will react to higher than expected CPI in the Eurozone, and earnings results that are varying widely on a company by company basis. For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefingsPlease see disclosures.

Members of Narwhal's investment committee discuss the S&P 500 making back nearly half its early year losses as markets continue to rally, earnings news from AT&T, UPS, NXPI, and the White House potentially bracing markets for disappointing jobs data this week. For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefingsPlease see disclosures.

Members of Narwhal's investment committee discuss the markets strong ending to the week, a current market sentiment survey that could prove to be a positive sign, the acquisition of Citrix by two PE firms, rising drug prices, ECB commentary, and a busy week ahead loading with earnings and economic 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-briefingsPlease see disclosures.

Members of Narwhal's investment committee discuss a slight uptick in market sentiment according to the BoA Bull/Bear indicator, Goldman Sachs' view of the energy and financial sectors, AAPL and V up on strong earnings, Russia's "imminent" invasion of Ukraine, and a busy week ahead.For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefingsPlease see disclosures.

Members of Narwhal's investment committee break down yesterday’s Fed announcement, the huge GDP print, the response of the US toward Russia, China’s approval of the AMD – XLNX deal, and earning reports from INTC, TSLA, NOW, LUV, and DEO.For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefingsPlease see disclosures.

Members of Narwhal's investment committee sets their sights on the Fed announcement today and offers commentary on the markets reaction to earnings results from some big players.For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefingsPlease see disclosures.

Members of Narwhal's investment committee discuss yesterday’s market rollercoaster with the VIX hitting 39, how we look for opportunities through the choppiness, the US offering 8500 troops in support against a Russian advancement, NVDA’s deal with Arm falling through, earnings highlights out of IBM, AXP, VZ, JNJ, LMT, MMM, GE, with more to come later today. For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefingsPlease see disclosures.

Members of Narwhal's investment committee discuss the worst week in the market since March of 2020, the unraveling of bubbles in specific market pockets, the escalation of the situation in Russia, Wednesday's Fed meeting, a busy upcoming earnings week, and activist investors jumping into Unilever and Peloton.For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefingsPlease see disclosures.

Members of Narwhal's investment committee discuss three potential drivers of yesterday's wild market swings, earnings from Netflix and Peloton, and what they hope/expect to hear from the Fed in next week's Fed meeting.For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefingsPlease see disclosures.

Members of Narwhal's investment committee discuss the market's continued downward trend, inflation concerns and the Fed's response, headlines from President Biden's presser, the potential market and economic implications of Russia's aggression (and how Tom thinks a fast-food chain could save the day), and earnings from Discover Financial and Proctor & Gamble. For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefingsPlease see disclosures.

Members of Narwhal's investment committee discuss whether or not the market is overreacting to Fed policy, the effect of international conflict on the market, Goldman Sachs earnings, and Mircosoft's acquisition of Activision.For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefingsPlease see disclosures.

Members of Narwhal's investment committee discuss the market's continued sell-off, underwhelming retail sales data for the month of December, Fed nominations, and some early data trickling in from bank 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-briefingsPlease see disclosures.

Members of Narwhal's investment committee discuss the PPI print along with some guidance and earnings data from KB Home, Delta, and Taiwan Semiconductor.For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefingsPlease see disclosures.

Members of Narwhal's investment committee discuss the CPI print, takeaways from Jay Powell's commentary, the Omicron variant, the situation surrounding Boris Johnson, a North Korean missile launch, and GM's attempt to follow in Carvana's footsteps.For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefingsPlease see disclosures.

After a quick victory lap from Andrew, the members of Narwhal's investment committee discuss the equity market's rough day yesterday, the current state of the bond market, Omicron's impact on retailers, the economy through Jamie Dimon's eyes, and Jay Powell's upcoming testimony.For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefingsPlease see disclosures.

Members of Narwhal's investment committee discuss the implications of Lulu's guidance reduction, earnings approaching for big banks, potentially encouraging data coming out of the UK regarding the Omicron variant, the Fed's plans for rates, and some college football championship game predictions.For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefingsPlease see disclosures.

Join members of the Narwhal Capital Management Investment Committee for our daily market briefing. We host these pre-market briefing calls for clients and the general public each day. The goal of these calls is to offer up to date information and analysis on the latest news surrounding the financial markets.For information on how to join the Zoom calls each day, visit https://www.narwhalcapital.com/blog/daily-market-briefingsPlease see disclosures.

Join members of the Investment Committee of Narwhal Capital Management for our daily market briefing. We will be hosting a pre-market briefing call for clients and the general public each day. The goal of these calls is to offer up to date information and analysis on the latest news surrounding the financial markets.For information on how to join the Zoom calls each day, visit https://www.narwhalcapital.com/blog/daily-market-briefingsPlease see disclosures.

Join the Investment Committee of Narwhal Capital Management in our daily COVID-19 Conference Calls. We will be hosting a pre-market briefing call for clients and the general public each day. The goal of these calls is to offer up to date information and analysis on the effects of the COVID-19 pandemic on financial markets.For information on how to join the Zoom calls each day, visit https://www.narwhalcapital.com/blog/daily-market-briefingsPlease see disclosures.

Join the Investment Committee of Narwhal Capital Management in our daily COVID-19 Conference Calls. We will be hosting a pre-market briefing call for clients and the general public each day. The goal of these calls is to offer up to date information and analysis on the effects of the COVID-19 pandemic on financial markets.For information on how to join the Zoom calls each day, visit https://www.narwhalcapital.com/blog/daily-market-briefingsPlease see disclosures.

Join the Investment Committee of Narwhal Capital Management in our daily COVID-19 Conference Calls. We will be hosting a pre-market briefing call for clients and the general public each day. The goal of these calls is to offer up to date information and analysis on the effects of the COVID-19 pandemic on financial markets.For information on how to join the Zoom calls each day, visit https://www.narwhalcapital.com/blog/daily-market-briefingsPlease see disclosures.

Join the Investment Committee of Narwhal Capital Management in our daily COVID-19 Conference Calls. We will be hosting a pre-market briefing call for clients and the general public each day. The goal of these calls is to offer up to date information and analysis on the effects of the COVID-19 pandemic on financial markets.For information on how to join the Zoom calls each day, visit https://www.narwhalcapital.com/blog/daily-market-briefingsPlease see disclosures.

Join the Investment Committee of Narwhal Capital Management in our daily COVID-19 Conference Calls. We will be hosting a pre-market briefing call for clients and the general public each day. The goal of these calls is to offer up to date information and analysis on the effects of the COVID-19 pandemic on financial markets.For information on how to join the Zoom calls each day, visit https://www.narwhalcapital.com/blog/daily-market-briefingsPlease see disclosures.

Narwhal Capital's investment committee takes us through their Q3 2021 macro economic presentation. Visit our website: www.narwhalcapital.com Please see disclosures.

Join the Investment Committee of Narwhal Capital Management in our daily COVID-19 Conference Calls. We will be hosting a pre-market briefing call for clients and the general public each day. The goal of these calls is to offer up to date information and analysis on the effects of the COVID-19 pandemic on financial markets.For information on how to join the Zoom calls each day, visit https://www.narwhalcapital.com/blog/daily-market-briefingsPlease see disclosures.

Join the Investment Committee of Narwhal Capital Management in our daily COVID-19 Conference Calls. We will be hosting a pre-market briefing call for clients and the general public each day. The goal of these calls is to offer up to date information and analysis on the effects of the COVID-19 pandemic on financial markets.For information on how to join the Zoom calls each day, visit https://www.narwhalcapital.com/blog/daily-market-briefingsPlease see disclosures.

Join the Investment Committee of Narwhal Capital Management in our daily COVID-19 Conference Calls. We will be hosting a pre-market briefing call for clients and the general public each day. The goal of these calls is to offer up to date information and analysis on the effects of the COVID-19 pandemic on financial markets.For information on how to join the Zoom calls each day, visit https://www.narwhalcapital.com/blog/daily-market-briefingsPlease see disclosures.

Join the Investment Committee of Narwhal Capital Management in our daily COVID-19 Conference Calls. We will be hosting a pre-market briefing call for clients and the general public each day. The goal of these calls is to offer up to date information and analysis on the effects of the COVID-19 pandemic on financial markets.For information on how to join the Zoom calls each day, visit https://www.narwhalcapital.com/blog/daily-market-briefingsPlease see disclosures.