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

Andrew and Tom discuss the strange acquisition attempt of Macys, Cignas decision to back off the Humana deal, and an extremely data-heavy week ahead which includes a Fed meeting and retail sales dat

Ben can't fit into Lululemon clothing. Please stop buying it for him.

Apologies for the delay. John Boy (6'7") is playing for the Brooklyn Nets this week, and Producer Hicks (5'10") is uploading the call. Producer Hicks forgot about the task John Boy trusted him with. W

Ben, Andrew, and Tom discuss the fixed income topics at todays conference in Charlotte, NC., the stabilization in the industrials sector, a number of earnings updates, and some economic data coming i