The Morning Market Briefing

Andrew, Ben, and Tom discuss why we are in the early cycle rather than the late cycle, Hamas ceasefire, and Retail Sales numbers.  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 Meta laying off 5% of employees, Eli Lilly's GLP-1 drug sales falling short, and CPI increases.  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 rise in Small Business Optimism, United Rentals buying H&E Equipment, and this mornings PPI 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 Please see disclosures: https://www.narwhalcapital.com/disclosure

Andrew and Tom discuss the potential for rate hikes, Biden's final week as President, and Jamie Dimon on CBS Sunday 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://www.narwhalcapital.com/disclosure

Andrew, Ben, and Tom bring you today’s call despite the treacherous weather. They discuss job numbers, Taiwan Semiconductor’s monthly sales report, a preview of TikTok’s court case, and live weather updates. 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...

Andrew, Ben, and Tom discuss yesterday's Fed Minutes, LA fires, dockworkers reaching a deal, Biden limiting chip exports, and Costco monthly sales.  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 rise in the 10-year and Trump's latest press conference.  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 reviews Nvidia's keynote presentation at the CES conference.  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 discuss Foxconn's monthly sales report, Disney's deal to merge their streaming services into Fubo, and international political unrest.  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 Bank of China prioritizing interest rate adjustments and Joe Biden's expected to block the Nippon Steel deal.   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 Ben discuss the upcoming dockworker negotiations and yesterday's terrorist attacks.  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 2024 and give a college football preview.  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

We're back with our regularly scheduled programming. Andrew, Ben, and Tom discuss Jimmy Carter's passing and recap the H1-B 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

Merry Christmas from The Morning Market Briefing boys. There will be no call next week, but we will return on December 30th.  Andrew, Ben, Pedro, and Tom discuss the new spending bill that fell short in the House, Novo Nordisk's disappoints in trials, and Nike earnings. For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-mark...

Andrew, Ben, and Tom discuss yesterday's market reaction to the Fed cutting rates, Micron and Lennar earnings, and Congress's 1,600-page Continuing Resolution Bill.  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 Tom preview today's Fed meeting and discuss the potential Nissan-Honda merger.  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 Turkey threatening to Invade Syria, Biden cutting checks, Retail Sales, and more thoughts on Wednesday'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.narwhalcapital.com/disclosure

Andrew previews this week'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.narwhalcapital.com/disclosure

Ben, Pedro, and Tom discuss Restoration Hardware and Broadcom 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 Trump ringing the Opening Bell, PPI rising, yesterday's 10-year auction, 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

Mike Messner founded Seminole Capital Management, a hedge fund that operated for 23 years. After his time on Wall Street, Mike returned to his alma mater, Georgia Tech, where he now serves as a professor. In this episode, Mike joins Ben and Harrison to discuss his early career in the railroad industry and his transition into finance.  For information on how to join the Zoom calls live each morning...

Ben and Tom discuss the dollar's continuing strength, the state of mergers, and the rumor that Sycamore Partners is buying Walgreens.  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 Tom discuss the NFIB Small Business Optimism Survey's biggest jump since 1980, Mondelez looks to acquire Hershey, and the UNH CEO's alleged murderer was caught.  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 Trump on Meet the Press, Syria's coup, Romanian elections, 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/disclosure

Andrew, Ben, Tom, and Pedro, also known as "The Four Horsemen," discuss Lululemon earnings, jobs numbers, pharma CEOs at Mar-a-Largo, and China's ban on shipments of gallium. Also, shout out to our Bulgarian listeners.  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...