The Morning Market Briefing

Andrew, Tom, and Ben discuss the recent market rally, wage and pricing pressures on companies, an increase in equity fund flows, brutal earnings out of GAP and Big Lots, and a quality quarter from Costco. 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

Ben, Andrew, and Tom discuss the GDP in the midst of Q1 wrap up and the choppy state of the market. Nvidia released their Q1 reports yesterday, so they discussed the state of Nvidia's course. Other topics include Apple's plan for flat phone production, the FED's updates and plans for inflation moving forward and the state of the apparel market in the US. For information on how to join the Zoom cal...

Ben and guest star Jon Hicks discussed the still continuing downtrend in the tech sector. Lyft was absolutely crushed, and we will continue to monitor other Q1 reports from big tech players like NVIDIA as guidance is released. Nordstrom reported quite positive numbers, moving their guidance up in a reeling retail market. Eyes are all on the FED as their announcement is to come this afternoon. For...

Ben and Tom discuss SNAP's large fallout from yesterday and today's market shift, and they expand their conversation into the sustainability of ad-based companies like SnapChat. They also move their discussion into the conversation of how consumer discretionary spending sentiment may function moving forward. For information on how to join the Zoom calls live each morning at 8:30 EST, visit https:/...

Andrew, Tom, and Ben discuss Friday’s wild trading day, the potential acquisition of VMware by Broadcom, Apple’s attempt to boost production outside of China, the upcoming investor day from JPM, President Biden’s comments regarding China and Taiwan, the plan by the White House to temper diesel costs, and an important earnings week. For information on how to join the Zoom calls live each morning at...