Tom and Ben discuss the earnings report from NKE, BMYs acquisition of Karuna Therapeutics, Elon Musks comments on indexing, and PCE inflation data.For information on how to join the Zoom calls liv

Tom and Ben discuss the earnings report from Micron, inflation potentially making a move to the upside, the Apple Watch ban, telecom merger talks, the broadening of the market rally and why that matte

Tom and Andrew discuss UK inflation data coming in lower than expected, FedExs underwhelming earnings report, and data showing that Tesla drivers have the highest accident rate. For information on

Ben discusses the continued attacks on merchant vessels in the Red Sea, Operation Prosperity Guardian, the impact of the attacks on energy prices, the readthrough of the BOA Global Fund Manager Survey

Ben and Tom discuss market movements, the impact on home sales, an acquisition in the steel industry, and the week ahead. For information on how to join the Zoom calls live each morning at 8:30 EST,

Andrew, Ben, and Tom sit down to discuss their 2024 outlook. Please share this episode.For any questions, please reach out to ahall@narwhalcapital.com.

Ben, Andrew, and Tom discuss the earnings report from Costco, housing data out of Lennar, Citi Groups muni bond business going away, a record day for option expiration, and other factors impacting th

Ben and Tom discuss yesterdays dovish Fed meeting, the focus on PPI data by many Fed members, when the Fed will cut rates, the Bank of Englands relatively hawkish tone, retail sales data, and the st

Ben and Tom discuss PPI data that, contrary to what we saw yesterday, shows that inflation is slowing, the global transition from fiscal candy to fiscal limits, Bidens meeting with President Zelensky

Tom discusses the incoming CPI data that seems to be more Lukewarm than expected, yesterdays disappointing short term bond auction, Oracles earnings report, and layoffs by Hasbro and EY. For i