Andrew and Ben discuss the Canadian government ending the rail strike, Kamala's speech at the DNC, the BLS jobs revision mishap, and a preview of Jackson Hole. 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.narwhalcapit…

Andrew, Ben, and Tom discuss the jobs revisions, 20-year bond auction, Fed minutes, and boosted Eurozone PMIs. 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 jobs revisions dropping at 10am, an update on non-competes, and retail 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 Kamala Harris's plan to push for a 28% corporate tax rate, Lowe's earnings, the Canadian Rail strike, and Timiraos justifying rate cuts this morning. 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…

Andrew, Ben, and Tom discuss AMD buying server maker ZT Systems, imports surging in July, Fed speakers discussing rate cuts, 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 Please see disclosures: https://www.narwhalcapital.com/disclosu…

Ben discusses Kamala's Economic Agenda, Goolsbee's dovish comments, 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 Please see disclosures: https://www.narwhalcapital.com/disclosureBy Narwhal Capital Management

Andrew and Ben discuss this morning's retail sales numbers and Walmart 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/disclosureBy Narwhal Capital Management

Andrew, Ben, and Tom dive into this morning's CPI report, the Wall Street Journal saying Millenials and Gen-Z have a higher net worth than their parents, Mars in talks to buy Kellanove, and political changes in Japan. For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-…

Andrew and Tom discuss Starbucks naming Brian Niccol as CEO, PPI, Small Business Optimism, OPEC trimming oil demand, and Trump back on X. 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 and Tom discuss the tensions building in the Middle East, fed rumors, previews of PPI/CPI, and generic drugs containing high levels of Benzene. 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/di…

Producer Note: I am out of town for the rest of the week. There will not be an upload on Thursday or Friday unless I get some downtime. You should join the live call anyway. Andrew, Ben, and Tom discuss the BOJ saying they won't kill the economy, yesterday's market rally, and various earnings. For information on how to join the Zoom calls live each…

Andrew, Ben, and Tom discuss the market rebound yesterday, the Fed's next move, Google losing the antitrust trial, and ISM Services. 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 react to the premarket drop and what's causing 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-briefings Please see disclosures: https://www.narwhalcapital.com/disclosureBy Narwhal Capital Management

Andrew, Ben, and Tom react to this morning's 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 Please see disclosures: https://www.narwhalcapital.com/disclosureBy Narwhal Capital Management

Ben and Tom discuss yesterday's Fed meeting, BOE cutting rates for the first time since 2020, and Trump's proposal to cut income tax on social security. 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/…

Andrew, Ben, and Tom discuss jobs updates, BOJ hikes rates, Swizz Exchange halts trading, and tech earnings roll-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-briefings Please see disclosures: https://www.narwhalcapital.com/disclosure…

Andrew, Ben, and Tom discuss the government's plan to auction fewer bonds and 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/disclosureBy Narwhal Capital Management

Andrew, Ben, and Tom discuss the upcoming Fed meeting, McDonald's earnings, Trump at the BTC Conference, Biden proposing Supreme Court reforms, and Abbott ordered to pay $495m compensation and damages. 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…

Andrew, Ben, and Tom discuss this morning's Core PCE inflation number 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/disclosureBy Narwhal Capital Management

Andrew, Ben, and Tom discuss yesterday's market sell-off, this morning's GDP, Amazon beating Warner out for NBA rights, & 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 and Tom discuss the Bank of Canada potentially cutting rates 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/disclosureBy Narwhal Capital Management

Ben and Tom discuss car dealers increasing incentives, Wiz rejecting Google's offer, and various earnings. Also, where is Biden? 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 Joe Biden's withdrawal from the election, Ukraine defaulting on its debt, 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 Andrew discuss the IT outage, what politics mean for the financial system, 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 Please see disclosures: https://www.narwhalcapital.com/disclosure…

Ben and Andrew discuss yesterday's tech stock performance, Biden potentially stepping down, Beige Book results, Darden buying Chuey's, and 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/disc…

Ben and Andrew discuss Biden's trade war and 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/disclosureBy Narwhal Capital Management

Ben & Andrew review June retail sales, Powell's signal for a rate cut, Trump's VP selection, and 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 discusses the assassination attempt on Trump, Blackrock earnings, Goldman earnings, and Google's potential acquisition of Wiz. 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 review yesterday's market activity, PPI, and 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-briefings Please see disclosures: https://www.narwhalcapital.com/disclosureBy Narwhal Capital Management

Andrew, Ben, and Tom discuss UK economic growth, the 10-year bond auction, CPI, and Costco raising the annual membership. 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 TSMC earnings, Powell's testimony, and Trump teasing Rubio as a potential VP pick. 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 UK, France, Iran, and US elections. 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/disclosureBy Narwhal Capital Management

Ben and Tom discuss the Labor Party's landslide win in the UK general election, France's runoff election on Sunday, Fed Minutes saying a July cut "isn't likely," and ISM Services. 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: http…

Andrew, Ben, and Tom review Tesla deliveries, the ADP Employment Report, Jay Powell's progress on inflation, & UK general election. 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 review yesterday's ISM Manufacturing report, June Preliminary CPIs for Europe, Tesla is set to report Q2 deliveries, and "upflation." 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.co…

Andrew, Ben, and Tom review the market's performance YTD, the Boing and Blackrock mergers, the first round of voting in France, and Timiraos' latest remarks on rates. 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.narwh…

Andrew, Ben, and Tom review Nike earnings, PCE Inflation, and last night's presidential debate. 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 review FedEx's earnings, bond traders betting on cuts by next March, and tightening credit spreads giving some companies a market-based rate cut. 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.narwh…

Andrew and Ben share an update on their current view of the markets and the 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 Please see disclosures: https://www.narwhalcapital.com/disclosureBy Narwhal Capital Management

Juan Mendez and George Molev recently purchased Uni-Tech Paint & Body Shop in Atlanta. The two share their journeys from immigrants to entrepreneurs in the latest edition of Beyond the Portfolio. Whether you're in the market to buy a business or looking to sell it to the next generation, Mendez and Molev offer insight that will be helpful to you. F…

We are testing out podcast intros. Please send me an email if you have suggestions or want to submit a theme song. Ben and Tom discuss Apple's potential AI collaboration with Meta, Nvidia is no longer the largest company in the world, and Eli Lilly looking to get an indication on Zepbound for sleep apnea. For information on how to join the Zoom cal…

Ben and Tom discuss Nvidia share volatility, Adriana Kugler saying rate cuts are likely, European PMIs, and the used car 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…

Andrew and Tom discuss the surprise rate cut by the Swizz National Bank, Nvidia becoming the largest company in the world, S&P 500 rebalancing, and the cyberattack on US car dealerships. 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 disclosure…

Andrew, Ben, and Tom discuss Philip Morris halting online sales of Zyn in the US, retail sales, Goldman's rate expectations, Biden granting legal status to immigrant spouses, and Wells Fargo's poor management. For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefing…

Ben and Tom discuss Apple supplier TDK's claims of solid-state battery breakthrough, UK/France election status, and Ben's tales from the road. 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…

Tom discusses France's political climate, the FAA probing Boeing and Airbus for fake titanium, and Adobe 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…

Tom discusses initial jobless claims, PPI, yesterday's Fed meeting, Apple briefly overtaking Microsoft, and Elon Musk's rumored compensation package. 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/dis…

Once again we apologize for the audio. Ben did the call on his phone this morning. He reviews Oracle's 4FQ24 earnings, yesterday's strong 10-year bond auction, and CPI. 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.nar…

Apologies for the audio on this one. I corrected the audio 30 seconds in. Ben and Tom talk Apple Intelligence, the FDA's ruling on donanemab, and tomorrow'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-briefings Please see disclosures: https://www.na…

Ben and Tom recap Friday's jobs report, the rejection of the establishment in Europe, Apple's AI strategy, & Nvidia's stock split. 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…