The Investing Podcast

Narwhal Capital Management

About

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

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1067 episodes

Adobe Releases Black Friday Sales Data & Bond Buyers are Moving Out on the Curve | November 28, 2023 – Morning Market Briefing

In a short call, Andrew and Tom discuss yesterday’s bond auction and Adobe’s Black Friday Roundup 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 https://nam04.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.narwhalcapital.com%2Fblog%2Fdaily-market-briefings&data=05%7C01%7Ctthompson%40narwhalcapital.com%7Cfb971bb8aed04523ae5808db5ad5cd1d%7C99b81e4fd5d4436e833e165f2ee264a8%7C0%7C0%7C638203646592926776%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=2%2BSnGTDTaqS3XhUdXeLlallg1EfYRo69C6DCt7uh%2Bc4%3D&reserved=0 Please see disclosures: https://www.narwhalcapital.com/disclosure https://nam04.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.narwhalcapital.com%2Fdisclosure&data=05%7C01%7Ctthompson%40narwhalcapital.com%7Cfb971bb8aed04523ae5808db5ad5cd1d%7C99b81e4fd5d4436e833e165f2ee264a8%7C0%7C0%7C638203646592926776%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=hWY0KLrVNNXkR6DU2Kqx3Lsl1BTRfQOTz9SA89eJg8A%3D&reserved=0

12m
Nov 28
Temporary Truce in Gaza & Amazon Surpasses Fedex and UPS | November 27, 2023 – Morning Market Briefing

Ben and Tom discuss the temporary truce in Gaza, Javier Milei’s visit to the US, the political movement we are beginning to see around the world, Amazon surpasses Fedex and UPS in package delivery this year, and what to watch in the 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-briefings https://nam04.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.narwhalcapital.com%2Fblog%2Fdaily-market-briefings&data=05%7C01%7Ctthompson%40narwhalcapital.com%7Cfb971bb8aed04523ae5808db5ad5cd1d%7C99b81e4fd5d4436e833e165f2ee264a8%7C0%7C0%7C638203646592926776%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=2%2BSnGTDTaqS3XhUdXeLlallg1EfYRo69C6DCt7uh%2Bc4%3D&reserved=0 Please see disclosures: https://www.narwhalcapital.com/disclosure https://nam04.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.narwhalcapital.com%2Fdisclosure&data=05%7C01%7Ctthompson%40narwhalcapital.com%7Cfb971bb8aed04523ae5808db5ad5cd1d%7C99b81e4fd5d4436e833e165f2ee264a8%7C0%7C0%7C638203646592926776%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=hWY0KLrVNNXkR6DU2Kqx3Lsl1BTRfQOTz9SA89eJg8A%3D&reserved=0

14m
Nov 27
NVDA’s Earnings May Indicate that the AI Craze is Normalizing & Deflation Discussion | November 22, 2023 – Morning Market Briefing

Ben and Tom discuss NVDA earnings and the readthrough for AI, Deere earnings and the deflationary pressures they are seeing, a “swinging pendulum” of inflation and growth, and the Fed’s potential response to all these inputs. 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 https://nam04.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.narwhalcapital.com%2Fblog%2Fdaily-market-briefings&data=05%7C01%7Ctthompson%40narwhalcapital.com%7Cfb971bb8aed04523ae5808db5ad5cd1d%7C99b81e4fd5d4436e833e165f2ee264a8%7C0%7C0%7C638203646592926776%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=2%2BSnGTDTaqS3XhUdXeLlallg1EfYRo69C6DCt7uh%2Bc4%3D&reserved=0 Please see disclosures: https://www.narwhalcapital.com/disclosure https://nam04.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.narwhalcapital.com%2Fdisclosure&data=05%7C01%7Ctthompson%40narwhalcapital.com%7Cfb971bb8aed04523ae5808db5ad5cd1d%7C99b81e4fd5d4436e833e165f2ee264a8%7C0%7C0%7C638203646592926776%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=hWY0KLrVNNXkR6DU2Kqx3Lsl1BTRfQOTz9SA89eJg8A%3D&reserved=0

23m
Nov 22
Best Buy Sees a Weaker Consumer & A Dive into Bond Strategy | November 21, 2023 – Morning Market Briefing

Ben, Andrew, and Tom discuss a tough quarter for Lowes, a guidance cut from Best Buy based on softer consumer trends, inventory normalization happening for ADI, and a strong 20-year bond auction. 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 https://nam04.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.narwhalcapital.com%2Fblog%2Fdaily-market-briefings&data=05%7C01%7Ctthompson%40narwhalcapital.com%7Cfb971bb8aed04523ae5808db5ad5cd1d%7C99b81e4fd5d4436e833e165f2ee264a8%7C0%7C0%7C638203646592926776%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=2%2BSnGTDTaqS3XhUdXeLlallg1EfYRo69C6DCt7uh%2Bc4%3D&reserved=0 Please see disclosures: https://www.narwhalcapital.com/disclosure https://nam04.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.narwhalcapital.com%2Fdisclosure&data=05%7C01%7Ctthompson%40narwhalcapital.com%7Cfb971bb8aed04523ae5808db5ad5cd1d%7C99b81e4fd5d4436e833e165f2ee264a8%7C0%7C0%7C638203646592926776%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=hWY0KLrVNNXkR6DU2Kqx3Lsl1BTRfQOTz9SA89eJg8A%3D&reserved=0

19m
Nov 21
Javier Milei Wins Argentina’s Presidential Election & Sam Altman Joins MSFT | November 20, 2023 – Morning Market Briefing

Ben, Andrew, and Tom discuss the results of the Argentinian election, big banks continuing to strip valuable assets from floundering competitors, Sam Altman’s ousting from Open AI, tumbling used-car prices, and a run of earnings reports and economic data to come. 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 https://nam04.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.narwhalcapital.com%2Fblog%2Fdaily-market-briefings&data=05%7C01%7Ctthompson%40narwhalcapital.com%7Cfb971bb8aed04523ae5808db5ad5cd1d%7C99b81e4fd5d4436e833e165f2ee264a8%7C0%7C0%7C638203646592926776%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=2%2BSnGTDTaqS3XhUdXeLlallg1EfYRo69C6DCt7uh%2Bc4%3D&reserved=0 Please see disclosures: https://www.narwhalcapital.com/disclosure https://nam04.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.narwhalcapital.com%2Fdisclosure&data=05%7C01%7Ctthompson%40narwhalcapital.com%7Cfb971bb8aed04523ae5808db5ad5cd1d%7C99b81e4fd5d4436e833e165f2ee264a8%7C0%7C0%7C638203646592926776%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=hWY0KLrVNNXkR6DU2Kqx3Lsl1BTRfQOTz9SA89eJg8A%3D&reserved=0

17m
Nov 20
Argentina Runoff Election & Outlook For Market Return | November 17, 2023 – Morning Market Briefing

Tom & Ben discussed Argentina runoff elections, oil demand, outlook for market returns 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 https://nam04.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.narwhalcapital.com%2Fblog%2Fdaily-market-briefings&data=05%7C01%7Ctthompson%40narwhalcapital.com%7Cfb971bb8aed04523ae5808db5ad5cd1d%7C99b81e4fd5d4436e833e165f2ee264a8%7C0%7C0%7C638203646592926776%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=2%2BSnGTDTaqS3XhUdXeLlallg1EfYRo69C6DCt7uh%2Bc4%3D&reserved=0 Please see disclosures: https://www.narwhalcapital.com/disclosure https://nam04.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.narwhalcapital.com%2Fdisclosure&data=05%7C01%7Ctthompson%40narwhalcapital.com%7Cfb971bb8aed04523ae5808db5ad5cd1d%7C99b81e4fd5d4436e833e165f2ee264a8%7C0%7C0%7C638203646592926776%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=hWY0KLrVNNXkR6DU2Kqx3Lsl1BTRfQOTz9SA89eJg8A%3D&reserved=0

18m
Nov 17
Biden-Xi Meeting & Retail Earnings | November 16, 2023 – Morning Market Briefing

Tom & Ben discussed Walmart, Macy’s and Cosco Earnings, Biden-Xi 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-briefings https://nam04.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.narwhalcapital.com%2Fblog%2Fdaily-market-briefings&data=05%7C01%7Ctthompson%40narwhalcapital.com%7Cfb971bb8aed04523ae5808db5ad5cd1d%7C99b81e4fd5d4436e833e165f2ee264a8%7C0%7C0%7C638203646592926776%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=2%2BSnGTDTaqS3XhUdXeLlallg1EfYRo69C6DCt7uh%2Bc4%3D&reserved=0 Please see disclosures: https://www.narwhalcapital.com/disclosure https://nam04.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.narwhalcapital.com%2Fdisclosure&data=05%7C01%7Ctthompson%40narwhalcapital.com%7Cfb971bb8aed04523ae5808db5ad5cd1d%7C99b81e4fd5d4436e833e165f2ee264a8%7C0%7C0%7C638203646592926776%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=hWY0KLrVNNXkR6DU2Kqx3Lsl1BTRfQOTz9SA89eJg8A%3D&reserved=0

23m
Nov 16
Economic Data and Target Earnings | November 15, 2023 – Morning Market Briefing

Tom, Andrew, & Ben discussed economic data, retail sales, & Target 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 https://nam04.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.narwhalcapital.com%2Fblog%2Fdaily-market-briefings&data=05%7C01%7Ctthompson%40narwhalcapital.com%7Cfb971bb8aed04523ae5808db5ad5cd1d%7C99b81e4fd5d4436e833e165f2ee264a8%7C0%7C0%7C638203646592926776%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=2%2BSnGTDTaqS3XhUdXeLlallg1EfYRo69C6DCt7uh%2Bc4%3D&reserved=0 Please see disclosures: https://www.narwhalcapital.com/disclosure https://nam04.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.narwhalcapital.com%2Fdisclosure&data=05%7C01%7Ctthompson%40narwhalcapital.com%7Cfb971bb8aed04523ae5808db5ad5cd1d%7C99b81e4fd5d4436e833e165f2ee264a8%7C0%7C0%7C638203646592926776%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=hWY0KLrVNNXkR6DU2Kqx3Lsl1BTRfQOTz9SA89eJg8A%3D&reserved=0

16m
Nov 15
A Big Day For The CPI & Home Depot Updates | November 14, 2023 – Morning Market Briefing

Tom & Ben discussed CPI data, Home Depot Updates, & the state of the U.S. economy. 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 https://nam04.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.narwhalcapital.com%2Fblog%2Fdaily-market-briefings&data=05%7C01%7Ctthompson%40narwhalcapital.com%7Cfb971bb8aed04523ae5808db5ad5cd1d%7C99b81e4fd5d4436e833e165f2ee264a8%7C0%7C0%7C638203646592926776%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=2%2BSnGTDTaqS3XhUdXeLlallg1EfYRo69C6DCt7uh%2Bc4%3D&reserved=0 Please see disclosures: https://www.narwhalcapital.com/disclosure https://nam04.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.narwhalcapital.com%2Fdisclosure&data=05%7C01%7Ctthompson%40narwhalcapital.com%7Cfb971bb8aed04523ae5808db5ad5cd1d%7C99b81e4fd5d4436e833e165f2ee264a8%7C0%7C0%7C638203646592926776%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=hWY0KLrVNNXkR6DU2Kqx3Lsl1BTRfQOTz9SA89eJg8A%3D&reserved=0

17m
Nov 14
New Drug Developments & Takeaways From Nashville Conference | November 13, 2023 – Morning Market Briefing

Tom, Andrew, & Ben discussed new drug developments, Boeing, takeaways from Nashville conference, and the 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-briefings https://nam04.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.narwhalcapital.com%2Fblog%2Fdaily-market-briefings&data=05%7C01%7Ctthompson%40narwhalcapital.com%7Cfb971bb8aed04523ae5808db5ad5cd1d%7C99b81e4fd5d4436e833e165f2ee264a8%7C0%7C0%7C638203646592926776%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=2%2BSnGTDTaqS3XhUdXeLlallg1EfYRo69C6DCt7uh%2Bc4%3D&reserved=0 Please see disclosures: https://www.narwhalcapital.com/disclosure https://nam04.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.narwhalcapital.com%2Fdisclosure&data=05%7C01%7Ctthompson%40narwhalcapital.com%7Cfb971bb8aed04523ae5808db5ad5cd1d%7C99b81e4fd5d4436e833e165f2ee264a8%7C0%7C0%7C638203646592926776%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=hWY0KLrVNNXkR6DU2Kqx3Lsl1BTRfQOTz9SA89eJg8A%3D&reserved=0

16m
Nov 13
Rate Rally Pauses & Bank of America Economic Report | November 10, 2023 – Morning Market Briefing

Tom, Andrew, & Ben discussed rate rally pauses, UK GDP, Diageo Earnings, & Bank of America Economic. Report 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 https://nam04.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.narwhalcapital.com%2Fblog%2Fdaily-market-briefings&data=05%7C01%7Ctthompson%40narwhalcapital.com%7Cfb971bb8aed04523ae5808db5ad5cd1d%7C99b81e4fd5d4436e833e165f2ee264a8%7C0%7C0%7C638203646592926776%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=2%2BSnGTDTaqS3XhUdXeLlallg1EfYRo69C6DCt7uh%2Bc4%3D&reserved=0 Please see disclosures: https://www.narwhalcapital.com/disclosure https://nam04.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.narwhalcapital.com%2Fdisclosure&data=05%7C01%7Ctthompson%40narwhalcapital.com%7Cfb971bb8aed04523ae5808db5ad5cd1d%7C99b81e4fd5d4436e833e165f2ee264a8%7C0%7C0%7C638203646592926776%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=hWY0KLrVNNXkR6DU2Kqx3Lsl1BTRfQOTz9SA89eJg8A%3D&reserved=0

14m
Nov 10
Nvidia Adds New Chips For China & Eli Lily's New Weight Loss Drug | November 9, 2023 – Morning Market Briefing

Tom, Andrew, & Ben discussed Israel/Iran Updates, Nvidia add new AI chips for China, Disney Earnings, Eli Lily weight loss drug approval, & bond auctions. 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 https://nam04.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.narwhalcapital.com%2Fblog%2Fdaily-market-briefings&data=05%7C01%7Ctthompson%40narwhalcapital.com%7Cfb971bb8aed04523ae5808db5ad5cd1d%7C99b81e4fd5d4436e833e165f2ee264a8%7C0%7C0%7C638203646592926776%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=2%2BSnGTDTaqS3XhUdXeLlallg1EfYRo69C6DCt7uh%2Bc4%3D&reserved=0 Please see disclosures: https://www.narwhalcapital.com/disclosure https://nam04.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.narwhalcapital.com%2Fdisclosure&data=05%7C01%7Ctthompson%40narwhalcapital.com%7Cfb971bb8aed04523ae5808db5ad5cd1d%7C99b81e4fd5d4436e833e165f2ee264a8%7C0%7C0%7C638203646592926776%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=hWY0KLrVNNXkR6DU2Kqx3Lsl1BTRfQOTz9SA89eJg8A%3D&reserved=0

16m
Nov 09
Powells Upcoming Announcements & New Developments at Goldman Sachs | November 8, 2023 – Morning Market Briefing

Tom & Ben discussed Powell’s upcoming speech, Goldman Sachs looks to offload its GM credit card business, & Fund Management Takeaways. 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 https://nam04.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.narwhalcapital.com%2Fblog%2Fdaily-market-briefings&data=05%7C01%7Ctthompson%40narwhalcapital.com%7Cfb971bb8aed04523ae5808db5ad5cd1d%7C99b81e4fd5d4436e833e165f2ee264a8%7C0%7C0%7C638203646592926776%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=2%2BSnGTDTaqS3XhUdXeLlallg1EfYRo69C6DCt7uh%2Bc4%3D&reserved=0 Please see disclosures: https://www.narwhalcapital.com/disclosure https://nam04.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.narwhalcapital.com%2Fdisclosure&data=05%7C01%7Ctthompson%40narwhalcapital.com%7Cfb971bb8aed04523ae5808db5ad5cd1d%7C99b81e4fd5d4436e833e165f2ee264a8%7C0%7C0%7C638203646592926776%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=hWY0KLrVNNXkR6DU2Kqx3Lsl1BTRfQOTz9SA89eJg8A%3D&reserved=0

19m
Nov 08
What a Week for Bankruptcies & Weak Economic Data From China | November 7, 2023 – Morning Market Briefing

Tom & Ben discussed potential U.S. intervention in Israel, recent bankruptcies, weak China Economic data, & tales from Ireland. 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 https://nam04.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.narwhalcapital.com%2Fblog%2Fdaily-market-briefings&data=05%7C01%7Ctthompson%40narwhalcapital.com%7Cfb971bb8aed04523ae5808db5ad5cd1d%7C99b81e4fd5d4436e833e165f2ee264a8%7C0%7C0%7C638203646592926776%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=2%2BSnGTDTaqS3XhUdXeLlallg1EfYRo69C6DCt7uh%2Bc4%3D&reserved=0 Please see disclosures: https://www.narwhalcapital.com/disclosure https://nam04.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.narwhalcapital.com%2Fdisclosure&data=05%7C01%7Ctthompson%40narwhalcapital.com%7Cfb971bb8aed04523ae5808db5ad5cd1d%7C99b81e4fd5d4436e833e165f2ee264a8%7C0%7C0%7C638203646592926776%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=hWY0KLrVNNXkR6DU2Kqx3Lsl1BTRfQOTz9SA89eJg8A%3D&reserved=0

21m
Nov 07
Fixed Income Updates & Japan is Getting Inflation Under Control | November 6, 2023 – Morning Market Briefing

Ben & Andrew discussed Berkshire Hathaway earnings, fixed income updates, Trump takes the stand, Japan is getting inflation under control. 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 https://nam04.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.narwhalcapital.com%2Fblog%2Fdaily-market-briefings&data=05%7C01%7Ctthompson%40narwhalcapital.com%7Cfb971bb8aed04523ae5808db5ad5cd1d%7C99b81e4fd5d4436e833e165f2ee264a8%7C0%7C0%7C638203646592926776%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=2%2BSnGTDTaqS3XhUdXeLlallg1EfYRo69C6DCt7uh%2Bc4%3D&reserved=0 Please see disclosures: https://www.narwhalcapital.com/disclosure https://nam04.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.narwhalcapital.com%2Fdisclosure&data=05%7C01%7Ctthompson%40narwhalcapital.com%7Cfb971bb8aed04523ae5808db5ad5cd1d%7C99b81e4fd5d4436e833e165f2ee264a8%7C0%7C0%7C638203646592926776%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=hWY0KLrVNNXkR6DU2Kqx3Lsl1BTRfQOTz9SA89eJg8A%3D&reserved=0

13m
Nov 06
Yesterday’s Market Rally & Apple Earnings | November 3, 2023 – Morning Market Briefing

Ben & Andrew discussed yesterday’s market rally, consumption slowing, Apple earnings, & jobs report. 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 https://nam04.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.narwhalcapital.com%2Fblog%2Fdaily-market-briefings&data=05%7C01%7Ctthompson%40narwhalcapital.com%7Cfb971bb8aed04523ae5808db5ad5cd1d%7C99b81e4fd5d4436e833e165f2ee264a8%7C0%7C0%7C638203646592926776%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=2%2BSnGTDTaqS3XhUdXeLlallg1EfYRo69C6DCt7uh%2Bc4%3D&reserved=0 Please see disclosures: https://www.narwhalcapital.com/disclosure https://nam04.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.narwhalcapital.com%2Fdisclosure&data=05%7C01%7Ctthompson%40narwhalcapital.com%7Cfb971bb8aed04523ae5808db5ad5cd1d%7C99b81e4fd5d4436e833e165f2ee264a8%7C0%7C0%7C638203646592926776%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=hWY0KLrVNNXkR6DU2Kqx3Lsl1BTRfQOTz9SA89eJg8A%3D&reserved=0

16m
Nov 03
Powell Announcement Recap & Disney Buys Comcasts Stake In Hulu | November 2, 2023 – Morning Market Briefing

Ben discussed Powell announcement recap, economic data, Disney buys Comcasts stake in Hulu, and more 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 https://nam04.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.narwhalcapital.com%2Fblog%2Fdaily-market-briefings&data=05%7C01%7Ctthompson%40narwhalcapital.com%7Cfb971bb8aed04523ae5808db5ad5cd1d%7C99b81e4fd5d4436e833e165f2ee264a8%7C0%7C0%7C638203646592926776%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=2%2BSnGTDTaqS3XhUdXeLlallg1EfYRo69C6DCt7uh%2Bc4%3D&reserved=0 Please see disclosures: https://www.narwhalcapital.com/disclosure https://nam04.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.narwhalcapital.com%2Fdisclosure&data=05%7C01%7Ctthompson%40narwhalcapital.com%7Cfb971bb8aed04523ae5808db5ad5cd1d%7C99b81e4fd5d4436e833e165f2ee264a8%7C0%7C0%7C638203646592926776%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=hWY0KLrVNNXkR6DU2Kqx3Lsl1BTRfQOTz9SA89eJg8A%3D&reserved=0

17m
Nov 02
WeWork Files Chapter 11 & More Tech Earnings | November 1, 2023 – Morning Market Briefing

Tom & Andrew discussed upcoming Powell announcements, ADP employment data, WeWork files Chapter 11, & tech 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 https://nam04.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.narwhalcapital.com%2Fblog%2Fdaily-market-briefings&data=05%7C01%7Ctthompson%40narwhalcapital.com%7Cfb971bb8aed04523ae5808db5ad5cd1d%7C99b81e4fd5d4436e833e165f2ee264a8%7C0%7C0%7C638203646592926776%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=2%2BSnGTDTaqS3XhUdXeLlallg1EfYRo69C6DCt7uh%2Bc4%3D&reserved=0 Please see disclosures: https://www.narwhalcapital.com/disclosure https://nam04.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.narwhalcapital.com%2Fdisclosure&data=05%7C01%7Ctthompson%40narwhalcapital.com%7Cfb971bb8aed04523ae5808db5ad5cd1d%7C99b81e4fd5d4436e833e165f2ee264a8%7C0%7C0%7C638203646592926776%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=hWY0KLrVNNXkR6DU2Kqx3Lsl1BTRfQOTz9SA89eJg8A%3D&reserved=0

16m
Nov 01
Will Nvidia Be Able to Sell its $5B Order to China? & Economic Data | October 31, 2023 – Morning Market Briefing

Tom & Ben discussed global economic data, Nvidia tries to beat U.S. China ban, & industrial, healthcare, and tech 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 https://nam04.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.narwhalcapital.com%2Fblog%2Fdaily-market-briefings&data=05%7C01%7Ctthompson%40narwhalcapital.com%7Cfb971bb8aed04523ae5808db5ad5cd1d%7C99b81e4fd5d4436e833e165f2ee264a8%7C0%7C0%7C638203646592926776%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=2%2BSnGTDTaqS3XhUdXeLlallg1EfYRo69C6DCt7uh%2Bc4%3D&reserved=0 Please see disclosures: https://www.narwhalcapital.com/disclosure https://nam04.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.narwhalcapital.com%2Fdisclosure&data=05%7C01%7Ctthompson%40narwhalcapital.com%7Cfb971bb8aed04523ae5808db5ad5cd1d%7C99b81e4fd5d4436e833e165f2ee264a8%7C0%7C0%7C638203646592926776%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=hWY0KLrVNNXkR6DU2Kqx3Lsl1BTRfQOTz9SA89eJg8A%3D&reserved=0

17m
Oct 31
Israel Updates, McDonald’s Earnings, & European Economy Updates | October 30, 2023 – Morning Market Briefing

Tom, Andrew, & Ben discussed Israel updates, McDonald’s earnings, European economy updates, & WSJ thinks Higher Bond Yields Could end the Fed’s Historic Rate Rises. 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 https://nam04.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.narwhalcapital.com%2Fblog%2Fdaily-market-briefings&data=05%7C01%7Ctthompson%40narwhalcapital.com%7Cfb971bb8aed04523ae5808db5ad5cd1d%7C99b81e4fd5d4436e833e165f2ee264a8%7C0%7C0%7C638203646592926776%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=2%2BSnGTDTaqS3XhUdXeLlallg1EfYRo69C6DCt7uh%2Bc4%3D&reserved=0 Please see disclosures: https://www.narwhalcapital.com/disclosure https://nam04.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.narwhalcapital.com%2Fdisclosure&data=05%7C01%7Ctthompson%40narwhalcapital.com%7Cfb971bb8aed04523ae5808db5ad5cd1d%7C99b81e4fd5d4436e833e165f2ee264a8%7C0%7C0%7C638203646592926776%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=hWY0KLrVNNXkR6DU2Kqx3Lsl1BTRfQOTz9SA89eJg8A%3D&reserved=0

15m
Oct 30
U.S. Syria Strike, ECB Pauses Rate Hikes, & Tech Earnings | October 27, 2023 – Morning Market Briefing

Tom & Ben discussed U.S. Syria strike, ECB pauses rate hikes, & earnings for Amazon, Intel, Ford & tons more! 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 https://nam04.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.narwhalcapital.com%2Fblog%2Fdaily-market-briefings&data=05%7C01%7Ctthompson%40narwhalcapital.com%7Cfb971bb8aed04523ae5808db5ad5cd1d%7C99b81e4fd5d4436e833e165f2ee264a8%7C0%7C0%7C638203646592926776%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=2%2BSnGTDTaqS3XhUdXeLlallg1EfYRo69C6DCt7uh%2Bc4%3D&reserved=0 Please see disclosures: https://www.narwhalcapital.com/disclosure https://nam04.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.narwhalcapital.com%2Fdisclosure&data=05%7C01%7Ctthompson%40narwhalcapital.com%7Cfb971bb8aed04523ae5808db5ad5cd1d%7C99b81e4fd5d4436e833e165f2ee264a8%7C0%7C0%7C638203646592926776%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=hWY0KLrVNNXkR6DU2Kqx3Lsl1BTRfQOTz9SA89eJg8A%3D&reserved=0

14m
Oct 27
Earnings Just Keep Coming & GDP for Q3 | October 26, 2023 – Morning Market Briefing

Jonathan & Tom discussed GDP for Q3, ECB meeting, & tons of more 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 https://nam04.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.narwhalcapital.com%2Fblog%2Fdaily-market-briefings&data=05%7C01%7Ctthompson%40narwhalcapital.com%7Cfb971bb8aed04523ae5808db5ad5cd1d%7C99b81e4fd5d4436e833e165f2ee264a8%7C0%7C0%7C638203646592926776%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=2%2BSnGTDTaqS3XhUdXeLlallg1EfYRo69C6DCt7uh%2Bc4%3D&reserved=0 Please see disclosures: https://www.narwhalcapital.com/disclosure https://nam04.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.narwhalcapital.com%2Fdisclosure&data=05%7C01%7Ctthompson%40narwhalcapital.com%7Cfb971bb8aed04523ae5808db5ad5cd1d%7C99b81e4fd5d4436e833e165f2ee264a8%7C0%7C0%7C638203646592926776%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=hWY0KLrVNNXkR6DU2Kqx3Lsl1BTRfQOTz9SA89eJg8A%3D&reserved=0

14m
Oct 26
Israel Updates & Busy Week For Earnings | October 25, 2023 – Morning Market Briefing

Ben & Tom discussed Israel updates, new house speaker?, & earnings for Google, Microsoft, Visa, T-Mobile, Boeing, General Dynamics, & Texas Instruments. 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 https://nam04.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.narwhalcapital.com%2Fblog%2Fdaily-market-briefings&data=05%7C01%7Ctthompson%40narwhalcapital.com%7Cfb971bb8aed04523ae5808db5ad5cd1d%7C99b81e4fd5d4436e833e165f2ee264a8%7C0%7C0%7C638203646592926776%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=2%2BSnGTDTaqS3XhUdXeLlallg1EfYRo69C6DCt7uh%2Bc4%3D&reserved=0 Please see disclosures: https://www.narwhalcapital.com/disclosure https://nam04.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.narwhalcapital.com%2Fdisclosure&data=05%7C01%7Ctthompson%40narwhalcapital.com%7Cfb971bb8aed04523ae5808db5ad5cd1d%7C99b81e4fd5d4436e833e165f2ee264a8%7C0%7C0%7C638203646592926776%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=hWY0KLrVNNXkR6DU2Kqx3Lsl1BTRfQOTz9SA89eJg8A%3D&reserved=0

17m
Oct 25
10-Year Retreat, The State of The Economy & Big Earnings | October 24, 2023 – Morning Market Briefing

Ben discussed 10-year retreats as bond shorts cover following Ackman tweet, state of the economy, & lots of 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 https://nam04.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.narwhalcapital.com%2Fblog%2Fdaily-market-briefings&data=05%7C01%7Ctthompson%40narwhalcapital.com%7Cfb971bb8aed04523ae5808db5ad5cd1d%7C99b81e4fd5d4436e833e165f2ee264a8%7C0%7C0%7C638203646592926776%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=2%2BSnGTDTaqS3XhUdXeLlallg1EfYRo69C6DCt7uh%2Bc4%3D&reserved=0 Please see disclosures: https://www.narwhalcapital.com/disclosure https://nam04.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.narwhalcapital.com%2Fdisclosure&data=05%7C01%7Ctthompson%40narwhalcapital.com%7Cfb971bb8aed04523ae5808db5ad5cd1d%7C99b81e4fd5d4436e833e165f2ee264a8%7C0%7C0%7C638203646592926776%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=hWY0KLrVNNXkR6DU2Kqx3Lsl1BTRfQOTz9SA89eJg8A%3D&reserved=0

11m
Oct 24
10-Year Rate Crosses 5% & Upcoming Earnings | October 23, 2023 – Morning Market Briefing

Tom, Andrew, & Ben discussed 10 year rates crossing 5%, Chinese investigation into iPhone manufacturer, Disney seeing to sell Disney Star, Chevron buys Hess, & upcoming 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 https://nam04.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.narwhalcapital.com%2Fblog%2Fdaily-market-briefings&data=05%7C01%7Ctthompson%40narwhalcapital.com%7Cfb971bb8aed04523ae5808db5ad5cd1d%7C99b81e4fd5d4436e833e165f2ee264a8%7C0%7C0%7C638203646592926776%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=2%2BSnGTDTaqS3XhUdXeLlallg1EfYRo69C6DCt7uh%2Bc4%3D&reserved=0 Please see disclosures: https://www.narwhalcapital.com/disclosure https://nam04.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.narwhalcapital.com%2Fdisclosure&data=05%7C01%7Ctthompson%40narwhalcapital.com%7Cfb971bb8aed04523ae5808db5ad5cd1d%7C99b81e4fd5d4436e833e165f2ee264a8%7C0%7C0%7C638203646592926776%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=hWY0KLrVNNXkR6DU2Kqx3Lsl1BTRfQOTz9SA89eJg8A%3D&reserved=0

14m
Oct 23
The State of Freight, Oil, & Consumer & Biden Addresses Conflicts | October 20, 2023 – Morning Market Briefing

Tom & Ben discussed Biden addresses international conflicts, Powell discusses monetary policy, & the freight, oil, & consumer 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 https://nam04.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.narwhalcapital.com%2Fblog%2Fdaily-market-briefings&data=05%7C01%7Ctthompson%40narwhalcapital.com%7Cfb971bb8aed04523ae5808db5ad5cd1d%7C99b81e4fd5d4436e833e165f2ee264a8%7C0%7C0%7C638203646592926776%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=2%2BSnGTDTaqS3XhUdXeLlallg1EfYRo69C6DCt7uh%2Bc4%3D&reserved=0 Please see disclosures: https://www.narwhalcapital.com/disclosure https://nam04.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.narwhalcapital.com%2Fdisclosure&data=05%7C01%7Ctthompson%40narwhalcapital.com%7Cfb971bb8aed04523ae5808db5ad5cd1d%7C99b81e4fd5d4436e833e165f2ee264a8%7C0%7C0%7C638203646592926776%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=hWY0KLrVNNXkR6DU2Kqx3Lsl1BTRfQOTz9SA89eJg8A%3D&reserved=0

20m
Oct 20
U.S. Sends Aid to the Middle East & Interest Rates Jump | October 19, 2023 – Morning Market Briefing

Tom & Ben discussed Israel-Hamas war, Rishi Sunak in Israel, U.S. aid, explosive interest rates, & earnings for Discover, Black Stone, Tesla, & more! 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 https://nam04.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.narwhalcapital.com%2Fblog%2Fdaily-market-briefings&data=05%7C01%7Ctthompson%40narwhalcapital.com%7Cfb971bb8aed04523ae5808db5ad5cd1d%7C99b81e4fd5d4436e833e165f2ee264a8%7C0%7C0%7C638203646592926776%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=2%2BSnGTDTaqS3XhUdXeLlallg1EfYRo69C6DCt7uh%2Bc4%3D&reserved=0 Please see disclosures: https://www.narwhalcapital.com/disclosure https://nam04.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.narwhalcapital.com%2Fdisclosure&data=05%7C01%7Ctthompson%40narwhalcapital.com%7Cfb971bb8aed04523ae5808db5ad5cd1d%7C99b81e4fd5d4436e833e165f2ee264a8%7C0%7C0%7C638203646592926776%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=hWY0KLrVNNXkR6DU2Kqx3Lsl1BTRfQOTz9SA89eJg8A%3D&reserved=0

20m
Oct 19
Israel-Hamas War, Bond Market & Even More Earnings | October 18, 2023 – Morning Market Briefing

Tom & Andrew discussed Israel-Hamas war, Biden in Israel, European CPI signals, bond market & earnings for JB Hunt, Proctor & Gamble & Travelers. 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 https://nam04.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.narwhalcapital.com%2Fblog%2Fdaily-market-briefings&data=05%7C01%7Ctthompson%40narwhalcapital.com%7Cfb971bb8aed04523ae5808db5ad5cd1d%7C99b81e4fd5d4436e833e165f2ee264a8%7C0%7C0%7C638203646592926776%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=2%2BSnGTDTaqS3XhUdXeLlallg1EfYRo69C6DCt7uh%2Bc4%3D&reserved=0 Please see disclosures: https://www.narwhalcapital.com/disclosure https://nam04.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.narwhalcapital.com%2Fdisclosure&data=05%7C01%7Ctthompson%40narwhalcapital.com%7Cfb971bb8aed04523ae5808db5ad5cd1d%7C99b81e4fd5d4436e833e165f2ee264a8%7C0%7C0%7C638203646592926776%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=hWY0KLrVNNXkR6DU2Kqx3Lsl1BTRfQOTz9SA89eJg8A%3D&reserved=0

18m
Oct 18
Tons of Earnings & And Economic Data | October 17, 2023 – Morning Market Briefing

Tom, Ben, & Andrew discussed earnings for Johnson & Johnson, Bank of America, Goldman Sachs, Lockheed Martin, & 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-briefings https://nam04.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.narwhalcapital.com%2Fblog%2Fdaily-market-briefings&data=05%7C01%7Ctthompson%40narwhalcapital.com%7Cfb971bb8aed04523ae5808db5ad5cd1d%7C99b81e4fd5d4436e833e165f2ee264a8%7C0%7C0%7C638203646592926776%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=2%2BSnGTDTaqS3XhUdXeLlallg1EfYRo69C6DCt7uh%2Bc4%3D&reserved=0 Please see disclosures: https://www.narwhalcapital.com/disclosure https://nam04.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.narwhalcapital.com%2Fdisclosure&data=05%7C01%7Ctthompson%40narwhalcapital.com%7Cfb971bb8aed04523ae5808db5ad5cd1d%7C99b81e4fd5d4436e833e165f2ee264a8%7C0%7C0%7C638203646592926776%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=hWY0KLrVNNXkR6DU2Kqx3Lsl1BTRfQOTz9SA89eJg8A%3D&reserved=0

16m
Oct 17
Rite Aid Bankruptcy, Schwab Earnings, & Israel Updates | October 16, 2023 – Morning Market Briefing

Tom, Ben, & Andrew discussed Rite Aid bankruptcy, Schwab earnings, Israel updates, & China bouncing back (a little bit). 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 https://nam04.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.narwhalcapital.com%2Fblog%2Fdaily-market-briefings&data=05%7C01%7Ctthompson%40narwhalcapital.com%7Cfb971bb8aed04523ae5808db5ad5cd1d%7C99b81e4fd5d4436e833e165f2ee264a8%7C0%7C0%7C638203646592926776%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=2%2BSnGTDTaqS3XhUdXeLlallg1EfYRo69C6DCt7uh%2Bc4%3D&reserved=0 Please see disclosures: https://www.narwhalcapital.com/disclosure https://nam04.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.narwhalcapital.com%2Fdisclosure&data=05%7C01%7Ctthompson%40narwhalcapital.com%7Cfb971bb8aed04523ae5808db5ad5cd1d%7C99b81e4fd5d4436e833e165f2ee264a8%7C0%7C0%7C638203646592926776%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=hWY0KLrVNNXkR6DU2Kqx3Lsl1BTRfQOTz9SA89eJg8A%3D&reserved=0

14m
Oct 16