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Narwhal Capital Management
The Investing Podcast presented by Narwhal Capital offers daily market commentary and long-form investment analysis, opinion, theory and entertainment. Visit our website: https://www.narwhalcapital.com/ Please see disclosures: https://www.narwhalcapital.com/disclosure
Eurozone Update & More Earnings | April 21, 2023 - Daily Market Briefing
Ben, Andrew, and Tom discuss the current state of the Eurozone, as inflation continues to create issues in several places outside of the US. PG reports growth across the past quarter, RF grows as well, HCA in the positive, and SLB coming in down a single percentage point.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:https://www.narwhalcapital.com/disclosure
15:5221/04/2023
22-Year T-Bill High & Lots of Earnings | April 20, 2023 - Daily Market Briefing
Ben, Mo, and Tom discuss the 3-month T-Bill hitting a 22-year high. More earnings are discussed with the auto industry functioning fine - aside from a poor reading on Tesla. The housing market seems to have somewhat stabilized, with smaller, cheaper new housing being built. 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:https://www.narwhalcapital.com/disclosure
27:3820/04/2023
Earnings Season & Future Rate Hikes | April 19, 2023 - Daily Market Briefing
Ben, Mo, and Tom discuss bank financials, as the banking world continues to be somewhat tumultuous. The UK CPI numbers surprise the world, for the positive, as inflation begins to fall. Bullard calls for future rate hikes to continue in order to combat inflation further.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:https://www.narwhalcapital.com/disclosure
19:4320/04/2023
Freight Recession & Bank Ambivalence | April 18, 2023 - Daily Market Briefing
Ben, Andrew, and Tom discuss JB Hunt declaring that we are in a "frieght recession." Bank of America has a solid performance across the board so far this year, while Goldman Sachs has been struggling in comparison.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:https://www.narwhalcapital.com/disclosure
18:0418/04/2023
Bing is Samsung's Choice & Schwab Deposits Down | April 17, 2023 - Daily Market Briefing
Ben and Tom discuss Samsung's big shift from using Google as their cell search engines to now using Bing. Schwab notes a 30% decrease in deposits this past month. 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:https://www.narwhalcapital.com/disclosure
16:2817/04/2023
Strong Bank Earnings & Disappointing Retail Sales Data | April 14, 2023 – Daily Market Briefing
Ben and Tom discuss the positive earnings results out of a number of large banks, UNH’s solid quarter, weak retail sales data, and how all this information will impact the Fed’s next rate decision.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:https://www.narwhalcapital.com/disclosure
15:0114/04/2023
The Tide Goes Out | 2023 Q1 Macro Presentation
Ben discusses Narwhal's Macropresentation for Q1 of 2023. The tide appears to be ebbing as the economy starts to show signs of large-scale slowing.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:https://www.narwhalcapital.com/disclosure
55:3113/04/2023
Jobless Claims & Impending Recession? | April 13, 2023 - Daily Market Briefing
Ben, Tom, and Andrew discuss the initial Jobless Claim information, as it appears that the economy is starting to slow. Oil cuts are expected to cause a supply shortfall, and Delta is the frontrunner of showing a poor Q1 for airlines. The FED signals that an impending recession is on the way for 2023.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:https://www.narwhalcapital.com/disclosure
14:3413/04/2023
March CPI & Buffet's Economic Commentary | April 12, 2023 - Daily Market Briefing
Ben, Tom, and Andrew discuss March's CPI numbers. As the CPI numbers continue to cool, it appears that inflation could be slowing a bit due to rate hikes (and other factors). Warren Buffet comments on bank failures and Powell's "terrific" work. Bank of America shows the slowest pace of credit and debit card spending since Feb 2021.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:https://www.narwhalcapital.com/disclosure
16:3912/04/2023
Trouble in Taiwan & The Fed "Killing Zombies" | April 11, 2023 – Daily Market Briefing
Ben and Tom discuss the results of the small business optimism survey, the continued tension in Taiwan, a possible push to displace the US Dollar as the world’s reserve currency, a new passenger jet being manufactured in China, a pleasant earnings surprise from CarMax, and the concerns regarding the debt of Tupperware. 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
20:5911/04/2023
The Chip Cycle & Short Exposure | April 10, 2023 - Daily Market Briefing
Ben and Tom discuss the microchip cycle as Samsung is first to announce a reduction in chip production. This comes in light of a massive shortage taking place during/following COVID and WFH ramping up the need, so this is a likely indicator of what's to come in the tech space (at least from a consumer standpoint). Since March, the short exposure on the S&P has been slowly increasing, and it's now at it's highest point since August of last year.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
16:3310/04/2023
Slowing Services Growth, Costco and The Path of Interest Rates | April 6, 2023 - Daily Market Briefing
Ben and Tom continue their discussion of new economic data and slowing growth in the services sector, softening of consumer spending, Costco earnings and the path of interest rates going forward.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
17:3806/04/2023
Weaker Economic Data & The Corresponding Market Impact | April 5, 2023 - Daily Market Briefing
This morning, Ben, Tom and Moe discuss slowing economic data with the February JOLTS report, ADP report, ISM manufacturing report and ISM services report. The guys additionally touch on the market implications for the weak data and the Johnson & Johnson talc settlement. 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:https://www.narwhalcapital.com/disclosure
20:1205/04/2023
McDonald’s Layoffs, Tesla Deliveries in China & New Medicare Rules | April 4, 2023 - Daily Market Briefing
Today, Andrew, Moe and Harrison discuss recently announced layoffs at McDonald’s, Disney’s shareholder’s meeting, increased redemptions at Blackstone’s REIT fund, Tesla delivery numbers in China and the Biden administration's new set of rules for Medicare. 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:https://www.narwhalcapital.com/disclosure
11:2804/04/2023
Oil production cuts, WWE Acquisition & Low Tesla Deliveries | April 3, 2023 - Daily Market Briefing
Moe and Jason keep the podcast short this morning and touch on significant OPEC oil production cuts, the recent acquisition of WWE and the deliveries/production mismatch at Tesla. 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:https://www.narwhalcapital.com/disclosure
10:3803/04/2023
Possible Stabilization in the Financial Industry & Implications of New Economic Data | March 31, 2023 - Daily Market Briefing
This morning, the guys discuss some possible stabilization in the financial industry, Bank of America seeing large cash inflows from funds, falling use of Fed emergency loans, the implications of new economic data and Trump’s indictment.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:https://www.narwhalcapital.com/disclosure
16:0331/03/2023
March 30, 2023 - Daily Market Briefing
Andrew, Ben and Tom discuss recent restoration hardware performance and below-estimate guidance as well as volume increases in the freighting 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-briefingsPlease see disclosures:https://www.narwhalcapital.com/disclosure
17:0830/03/2023
March 29, 2023 - Daily Market Briefing
Today, the guys speak on the upcoming new bank rules and regulations for midsize banks, UNH’s announcement to reduce the use of prior authentications, Micron earnings, Lululemon earnings, as well as the improvement of real average hourly earnings in February from January. 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:https://www.narwhalcapital.com/disclosure
19:0429/03/2023
March 28, 2023 - Daily Market Briefing
This morning, Ben and Tom welcome new team member Moe to the podcast and delve into the current state of the bond market, the general implications of the recent banking scares, shifts in the commercial real estate market, drives towards efficiency at Meta and Disney and a relative Walgreens beat on earnings expectations.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:https://www.narwhalcapital.com/disclosure
12:5928/03/2023
March 27, 2023 - Daily Market Briefing
Today, Ben and Tom discuss some finally good news regarding a bank with First Citizens buying SVB, the acquired assets included in the deal, the FDIC’s aid in the deal, other implications of the purchase, a quick lesson on FHLB as well as what’s on the horizon in the coming 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:https://www.narwhalcapital.com/disclosure
15:2927/03/2023
March 24, 2023 - Daily Market Briefing
Today marks the 3-year anniversary of the Daily Market Briefing. Andrew, Ben, and Tom celebrate by discussing Janet Yellen’s “flip flopping”, the stark increase in the Bank Term Funding Program, the financial sector stress impacting Deutsche Bank, the ticking timebomb that is First Republic, and some headlines from Altria.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:https://www.narwhalcapital.com/disclosure
17:3124/03/2023
March 23, 2023 - Daily Market Briefing
Tom and Ben discuss the Fed’s decision to hike 25bps, the factors that lead to this decision, the implications of Jay Powell’s comments, and some additional economic/company news.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:https://www.narwhalcapital.com/disclosure
22:4224/03/2023
March 22, 2023 - Daily Market Briefing
The guys discuss continued bank situations across the country with UBS to pay back some "bail-in bonds" issues on March 9th - they are buying them back at a small loss to themselves, but it appears they are doing so in an effort to better position themselves as a result of the fallout. First Republic Bank is still reeling as the FRC is discussing a possible federal bailout. 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:https://www.narwhalcapital.com/disclosure
26:3222/03/2023
March 21, 2023 - Daily Market Briefing
Tom, Ben, and Andrew discuss the looming Fed decision, the status of First Republic, Jamie Dimon’s involvement in the banking situation, and the Bank of America global fund survey 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:https://www.narwhalcapital.com/disclosure
17:4821/03/2023
March 20, 2023 - Daily Market Briefing
The guys discuss UBS's acquisition of Credit Suisse as the banking industry continues to live in turmoil. As was the case with other failing banks, cash outflows on deposits far outweighed the available assests, causing a run on the bank to wipe their assests available completely dry. CoCo bonds are being issues to help bolster capital for banks that are flailing. 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:https://www.narwhalcapital.com/disclosure
27:3020/03/2023
March 17, 2023 - Daily Market Briefing
Tom delves more into the implications of the ECB rate hike as well as expectations for the Fed rate decision next week, SVB filing for bankruptcy, First Republic bank seeing deposit inflows from other banks, as well as FedEx 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:https://www.narwhalcapital.com/disclosure
13:4217/03/2023
March 16, 2023 - Daily Market Briefing
Ben and Tom speak on SNB extending a line of credit of $54B to Credit Suisse, First Republic Bank’s search for a buyer, Goldman’s attempt to raise capital for SIVB, the ECB hike of 50bps, Canadian Pacific and Kansas City Southern merger, and earnings from Adobe. 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:https://www.narwhalcapital.com/disclosure
18:4116/03/2023
March 15, 2023 - Daily Market Briefing
Ben, Andrew, and Tom discuss today’s “disinflationary” PPI data, the Fed’s next move, the situation unfolding at Credit Suisse, the tone of Blackrock CEO Larry Fink’s annual letter to investors, some specific company news, and the implications of the downed US drone at the hands of Russian fighters.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:https://www.narwhalcapital.com/disclosure
24:5115/03/2023
March 14, 2023 - Daily Market Briefing
Ben and Tom discuss yesterday’s volatility, whether or not there is more downside risk to go in the coming days, the CPI data that was reported today, and the implications of this data on the Fed’s upcoming decision. 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:https://www.narwhalcapital.com/disclosure
17:0814/03/2023
March 13, 2023 - Daily Market Briefing
Ben and Tom dive into the developments surrounding SVB, whether or not this will impact the rest of the banking system, the implications for the equity and fixed income market, and how this could affect the Fed’s upcoming rate decision. 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:https://www.narwhalcapital.com/disclosure
24:1313/03/2023
March 9, 2023 - Daily Market Briefing
Ben, Andrew, and Tom break down day two of Jay Powell’s testimony on Capitol Hill and the market’s reaction to the commentary, preview tomorrow’s job openings data, discuss a WSJ article stating that a pro-Ukrainian group blew up the Nord Stream pipeline, and provide the biggest takeaways from a number of company conferences. 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:https://www.narwhalcapital.com/disclosure
14:4410/03/2023
March 8, 2023 - Daily Market Briefing
Ben and Tom break down Jay Powell’s testimony on Capital Hill, the ADP employment data, and Ben shares notes from the CHX investor day that he attended in NYC. 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:https://www.narwhalcapital.com/disclosure
17:4110/03/2023
March 7, 2023 - Daily Market Briefing
Andrew and Tom discuss Jay Powell’s upcoming testimony, a continued streamlining in Tech, the impact of the current rate environment on small town borrowers, Weight Watchers International’s acquisition of Sequence Health, and Russia’s continued assault on Ukraine as government calls for more evacuations. 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:https://www.narwhalcapital.com/disclosure
14:4510/03/2023
March 6, 2023 - Daily Market Briefing
Ben and Tom discuss the upcoming investor day for ChampionX that Ben will be attending in NYC, Tesla’s decision to further reduce the sticker price on the Model S and Model X, the upcoming investor day for GE this Thursday, a wide array of 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:https://www.narwhalcapital.com/disclosure
17:4710/03/2023
March 3, 2023 - Daily Market Briefing
Ben and Tom discuss Verizon’s decision to bring in a new CFO and Head of Consumer Ops, earnings results from Costco and Broadcom, and the upcoming testimony of Jay Powell in front of the Senate and the House. 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:https://www.narwhalcapital.com/disclosure
18:1610/03/2023
March 2, 2023 - Daily Market Briefing
Ben and Tom discuss a number of earnings reports that provide context on the state of the consumer and the state of Tech. They also sift through some economic data and international headlines. 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:https://www.narwhalcapital.com/disclosure
20:3610/03/2023
March 1, 2023 - Daily Market Briefing
Andrew and Tom discuss Disney’s battle with Ron DeSantis, GM’s decision to cut 500 salaried positions, the earnings report from Lowe’s, movement in interest and mortgage rates, and the announcement of Eli Lilly’s 70% price reduction in insulin. 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:https://www.narwhalcapital.com/disclosure
13:5610/03/2023
February 28, 2023 - Daily Market Briefing
Tom and a very out of breath Ben discuss the earnings results out of Target, Goldman Sachs Investor Day news, and Chevron’s decision to buy back shares. 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:https://www.narwhalcapital.com/disclosure
14:2510/03/2023
February 27, 2023 - Daily Market Briefing
The guys discuss Pfizers's plan to acquire Seagan, but an antitrust suit could be looming. Union Pacific is looking to change their CEO as a result of Soroban Capital's letter complaining about the direction of the company moving forward. Ben ran in a half-marathon this weekend in Las Vegas, and he absolutely crushed it.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:https://www.narwhalcapital.com/disclosure
15:0427/02/2023
February 24, 2023 - Daily Market Briefing
The guys discuss the upcoming release of some significant economic data, including PCE Deflator, PCE Core Deflator, New Home Sales, and U of Michigan Sentiment. Google makes news, coming under fire for automatic employee chat log deletion. DOJ cites this as a possible issue, attempting to show this was an intentional move by corporate. Boeing pauses the delivery of their 787 Dreamliner due to fuselage component issues. Figma's acquisition of Adobe is looking to be blocked by an antitrust suit.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:https://www.narwhalcapital.com/disclosure
17:0327/02/2023
February 23, 2023 - Daily Market Briefing
The guys discuss a recap of yesterday's FED meeting, with sentiment being focused on a slower pace to fight inflation. Lael Brainard is set to be replaced as the Biden Administration's National Economic Council Director. Nvidia posts strong results, seeing the stock up 10% at the release of this news. Apple continues its efforts for innovation, now in the healthcare space regarding glucose reading levels. Bath and Body Works gets an activist investor, potentially saving them from doom.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:https://www.narwhalcapital.com/disclosure
19:0127/02/2023
February 22, 2023 - Daily Market Briefing
The guys continue to discuss the big sell-off in the market yesterday with rates shocking the market back downward. 10-year interest rates climbed to 1.43%, marking the highest since November 9th of last year. Stocks are down over 3% across the board since February 3rd, and bonds continue to improve as well. Flights are continuing to be grounded due to winter storms, causing several issues for various airline companies. Intel misses guidance, as does TJ Maxx, with expectations looming for each.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:https://www.narwhalcapital.com/disclosure
14:5527/02/2023
February 15, 2023 - Daily Market Briefing
The guys continue to discuss CPI numbers as the dust has settled from the full release yesterday. Retail sales are reporting this morning as they are expecting to show a strong report. Elon Musk announces that a new CEO will be appointed for Twitter by end of the calendar year. Scotland finds itself in a precarious situation as a surprise resignation from Nicola Sturgeon creates turmoil.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:https://www.narwhalcapital.com/disclosure
14:4415/02/2023
February 14, 2023 - Daily Market Briefing
The guys discuss CPI numbers release with inflation back on the rise. Bank of America's Fund Manager Survey show majority of fund managers expect the US dollar to fall, the market to experience a bear rally, and the yield curve to steepen. US continues to sell out of the SPR despite also buying oil back. 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:https://www.narwhalcapital.com/disclosure
16:1915/02/2023
February 13, 2023 - Daily Market Briefing
The guys discuss Consumer spending picks moving up in January, citing a weak December as a possible reason for the increase. CPI estimates are expected to move up to a 6.2% increase year over year. Big news updates this week with the release of CPI numbers, PPI numbers, jobless claims and others.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:https://www.narwhalcapital.com/disclosure
11:4815/02/2023
February 10, 2023 - Daily Market Briefing
The guys discuss Russia cutting oil production significantly in repsonse to Western sanctions, nearly 5% is the expectation. Microsoft is set to cut jobs across a variety of units, including Surface, HoloLens, and Xbox. Consumer food costs expected to continue following staple 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:https://www.narwhalcapital.com/disclosure
19:0215/02/2023
February 9, 2023 - Daily Market Briefing
The guys discuss an exceptionally strong 10-year auction yesterday in the bond market. The auction saw a high level of international demand and a fairly low domestic participation. Disney earnings showed a miss on subscriber count but a beat on profit, sending the stock upwards 7% before market open today. Affirm continues to get punished in this market as their stock fell another 20% with terrible earnings reports. A bidding war between Jim Ratcliffe and the Qataris continues over the purchase of Manchester United.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:https://www.narwhalcapital.com/disclosure
17:3009/02/2023
February 8, 2023 - Daily Market Briefing
The guys discuss Powell's comments on the "significant period of time" required to bring down inflation. State of the Union comments include noting a late credit card fee for late credit cards, insulin price caps, and no "resort fees" at hotels. AI wars continue between Microsoft and Google. Chipotle earnings show that people are moving away from their business, despite their confidence on high income clients.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:https://www.narwhalcapital.com/disclosure
17:0309/02/2023
Beyond Portfolio - Amanda Riedling
Amanda Riedling was born and raised in Cobb County, Georgia. She attended the University of Georgia for both her undergrad, in Finance, and law school, where she graduated cum laude in 2011. She's an owner and partner at Georgia Wills, Trusts, and Probate Firm, LLC, located in Marietta, GA, where she works across several specialties. From teaching probate and estate planning at Chatahoochee Tech to serving her community here in Cobb County as an attorney, Amanda has been recognized countless times for her ethical and professional approach to everything she does.Please see disclosures:https://www.narwhalcapital.com/disclosure
48:0407/02/2023
February 7, 2023 - Daily Market Briefing
The guys discuss the FED's comments regarding the continued fight on inflation, with discussions focused around continuing the same path or potentially easing into a hopeful "soft landing." CVS is nearing a deal to acquire Oak Street (Primary Care Provider) for $10.5 billion. Meta revamps their stance and pursuit of the metaverse, focusing on 13-17 year old users with hopes to hit 1 million users by 2023 year end. Bed, Bath, and Beyond annouces a round of new equity being sold for over $1 billion total in shares as forecasts for the future of the company grow ever more bleak.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:https://www.narwhalcapital.com/disclosure
17:3907/02/2023