The Morning Market Briefing

Small Business Optimism Jumps & PPI Accelerates | January 14, 2025 – Morning Market Briefing

14 Jan 2025

Contributed by Lukas

Andrew, Ben, and Tom discuss the rise in Small Business Optimism, United Rentals buying H&E Equipment, and this mornings PPI data. For informatio...

Rate Hike Expectations & Biden's Final Week as President | January 13, 2025 – Morning Market Briefing

13 Jan 2025

Contributed by Lukas

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 t...

Jobs Numbers Beat & Atlanta Weather Report | January 10, 2025 – Morning Market Briefing

10 Jan 2025

Contributed by Lukas

Andrew, Ben, and Tom bring you today’s call despite the treacherous weather. They discuss job numbers, Taiwan Semiconductor’s monthly sales report...

Fed Shows Caution on Future Rate Cuts & Biden Limits Chip Exports | January 9, 2025 – Morning Market Briefing

09 Jan 2025

Contributed by Lukas

Andrew, Ben, and Tom discuss yesterday's Fed Minutes, LA fires, dockworkers reaching a deal, Biden limiting chip exports, and Costco monthly sales. F...

10-Year Rises & Trump Shops Countries | January 8, 2025 – Morning Market Briefing

08 Jan 2025

Contributed by Lukas

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 mor...

Nvidia Announces New Chips and Partnerships | January 7, 2025 – Morning Market Briefing

07 Jan 2025

Contributed by Lukas

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, visitht...

Foxconn's Strong Sales & Political Unrest Abroad | January 6, 2025 – Morning Market Briefing

06 Jan 2025

Contributed by Lukas

Andrew & Ben discuss Foxconn's monthly sales report, Disney's deal to merge their streaming services into Fubo, and international political unrest...

Biden Expected to Block Nippon Steel Deal | January 3, 2025 – Morning Market Briefing

03 Jan 2025

Contributed by Lukas

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 ...

Dockworkers Set to Strike Again | January 2, 2025 – Morning Market Briefing

02 Jan 2025

Contributed by Lukas

Andrew and Ben discuss the upcoming dockworker negotiations and yesterday's terrorist attacks. For information on how to join the Zoom calls live eac...

2024 Review & College Football Preview | December 31, 2024 – Morning Market Briefing

31 Dec 2024

Contributed by Lukas

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, vi...

We're Back. Jimmy Carter's Passing & The H1-B Debate | December 30, 2024 – Morning Market Briefing

30 Dec 2024

Contributed by Lukas

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 o...

Is a Government Shutdown for Christmas Inevitable? | December 20, 2024 – Morning Market Briefing

20 Dec 2024

Contributed by Lukas

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 ...

Fed Cuts Rates & Government Shutdown Looms | December 19, 2024 – Morning Market Briefing

19 Dec 2024

Contributed by Lukas

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 Re...

Nissan-Honda Merger Talks | December 18, 2024 – Morning Market Briefing

18 Dec 2024

Contributed by Lukas

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 mornin...

Turkey Threatens to Invade Syria & Retail Sales | December 17, 2024 – Morning Market Briefing

17 Dec 2024

Contributed by Lukas

Andrew, Ben, and Tom discuss Turkey threatening to Invade Syria, Biden cutting checks, Retail Sales, and more thoughts on Wednesday's Fed meeting. Fo...

Preview of Wednesday's Fed Meeting | December 16, 2024 – Morning Market Briefing

16 Dec 2024

Contributed by Lukas

Andrew previews this week's Fed meeting. For information on how to join the Zoom calls live each morning at 8:30 EST, visithttps://www.narwhalcapital...

Restoration Hardware & Broadcom Soar After Earnings | December 13, 2024 – Morning Market Briefing

13 Dec 2024

Contributed by Lukas

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, ...

PPI Rises & Adobe Drops After Earnings | December 12, 2024 – Morning Market Briefing

12 Dec 2024

Contributed by Lukas

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 j...

Beyond the Portfolio: There and Back Again, A Hedge Fund Tale with Mike Messner

11 Dec 2024

Contributed by Lukas

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 ma...

US Dollar Continues to Strengthen | December 11, 2024 – Morning Market Briefing

11 Dec 2024

Contributed by Lukas

Ben and Tom discuss the dollar's continuing strength, the state of mergers, and the rumor that Sycamore Partners is buying Walgreens. For information...

NFIB Small Business Optimism Survey's Biggest Jump Since 1980 | December 10, 2024 – Morning Market Briefing

10 Dec 2024

Contributed by Lukas

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 mu...

Trump on Meet the Press & Syria Coup | December 9, 2024 – Morning Market Briefing

09 Dec 2024

Contributed by Lukas

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 c...

Jobs Increase & China Bans Shipments on Gallium to U.S. | December 6, 2024 – Morning Market Briefing

06 Dec 2024

Contributed by Lukas

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 ...

UNH CEO Brian Thompson Shot in Manhattan | December 5, 2024 – Morning Market Briefing

05 Dec 2024

Contributed by Lukas

Andrew and Tom discuss yesterday's assassination of Brian Thompson and Jay Powell's speech at the DealBook Summit. For information on how to join the...

South Korea's Political Turmoil | December 4, 2024 – Morning Market Briefing

04 Dec 2024

Contributed by Lukas

Andrew, Ben, and Tom discuss South Korea's political drama, AI-fueled tech company earnings, and more consumer data.  For information on how to join...

Powerful ISM Manufacturing Report | December 3, 2024 – Morning Market Briefing

03 Dec 2024

Contributed by Lukas

Ben and Tom discuss AT&T's guidance for 2025, Microchip's new CEO, and a very strong ISM Manufacturing report. For information on how to join the...

France's Budget Negotiations | December 2, 2024 – Morning Market Briefing

02 Dec 2024

Contributed by Lukas

Andrew, Ben, and Tom discuss France's budget negotiations, China PMI, and the week ahead. For information on how to join the Zoom calls live each mor...

Consumer Confidence & Tariff Freak-Outs | November 27, 2024 – Morning Market Briefing

27 Nov 2024

Contributed by Lukas

Andrew, Ben, and Tom discuss consumer confidence, PC earnings, tariff freak-outs, and the Hezbollah/Israel cease-fire. Happy Thanksgiving. There will ...

Tariff Talk & Qualcomm's Lost Interest in Intel | November 26, 2024 – Morning Market Briefing

26 Nov 2024

Contributed by Lukas

Ben and Tom discuss Trump's proposed tariffs, Qualcomm's loss of interest in buying Intel, and various earnings. For information on how to join the Z...

3-3-3 Plan & Trump's Treasury Secretary Pick | November 25, 2024 – Morning Market Briefing

25 Nov 2024

Contributed by Lukas

Ben and Tom discuss Trump's 3-3-3 plan, his new Treasury Secretary pick, and the week ahead. For information on how to join the Zoom calls live each ...

Euro Continues to Weaken & Gaetz Resignation | November 22, 2024 – Morning Market Briefing

22 Nov 2024

Contributed by Lukas

Apologies for the delay in uploading. If you're ever upset about the podcast's posting delay, feel free to call the office and bark at whoever picks u...

Russia Launches ICBM & Nvidia Earnings | November 21, 2024 – Morning Market Briefing

21 Nov 2024

Contributed by Lukas

Clark, Hicks, and Pedro discuss Russia's ICBM strike on Ukraine, Nvidia earnings, and the DOJ's war against Google. For information on how to join th...

More Trump Cabinet Picks & Target Earnings | November 20, 2024 – Morning Market Briefing

20 Nov 2024

Contributed by Lukas

Clark, Hicks, and Pedro discuss Target earnings, Trump's recent Cabinet picks, and a preview of Nvidia earnings. For information on how to join the Z...

Russia/Ukraine Update & Blackstone Acquires Jersey Mike's | November 19, 2024 – Morning Market Briefing

19 Nov 2024

Contributed by Lukas

Ben and Tom discuss Ukraine using Western-supplied missiles, Blackstone's acquisition of Jersey Mike's, and Walmart's earnings. For information on ho...

More Cabinet Appointments & Spirit Airlines Bankruptcy | November 18, 2024 – Morning Market Briefing

18 Nov 2024

Contributed by Lukas

Ben and Tom discuss last Friday's market sell-off, Trump's latest cabinet appointments, Spirit Airlines filing for bankruptcy, and the week ahead. Fo...

October Retail Sales & Powell's First Speech Since Rate Cut | November 15, 2024 – Morning Market Briefing

15 Nov 2024

Contributed by Lukas

Ben, Hannah, Pedro, and Tom discuss October Retail Sales and Powell's comments yesterday at the Federal Reserve Bank of Dallas. For information on ho...

Fixed Income Leaders Summit & PPI | November 14, 2024 – Morning Market Briefing

14 Nov 2024

Contributed by Lukas

Ben and Tom discuss their time at the Fixed Income Leaders Summit, this morning's PPI data, and various earnings. For information on how to join the ...

The Department of Government Efficiency | November 13, 2024 – Morning Market Briefing

13 Nov 2024

Contributed by Lukas

Andrew and Ben discuss the Department of Government Efficiency, Apple's new wall-mounted tablet, and various earnings. For information on how to join...

NFIB Small Business Report & Home Depot Earnings | November 12, 2024 – Morning Market Briefing

12 Nov 2024

Contributed by Lukas

Andrew and Pedro discuss the NFIB Small Business Report, Home Depot earnings, and Trump's appointment of Marco Rubio as Secretary of State.  For inf...

Bitcoin & Oil Deregulation | November 11, 2024 – Morning Market Briefing

11 Nov 2024

Contributed by Lukas

Andrew, Ben, and Tom discuss Bitcoin's all-time high, the US oil industry awaiting deregulation, and the week ahead. For information on how to join t...

Fed Cut Rates & Redfin Earnings | November 8, 2024 – Morning Market Briefing

08 Nov 2024

Contributed by Lukas

Ben, Pedro, and Tom discuss yesterday's Fed meeting and Redfin earnings. For information on how to join the Zoom calls live each morning at 8:30 EST,...

Yesterday's Market & BOE Cuts Rates | November 7, 2024 – Morning Market Briefing

07 Nov 2024

Contributed by Lukas

Andrew, Ben, and Tom review yesterday's market, Germany's political turmoil, and the BOE cuts rates. For information on how to join the Zoom calls li...

Donald J. Trump Elected 47th President of The United States | November 6, 2024 – Morning Market Briefing

06 Nov 2024

Contributed by Lukas

Andrew, Ben, and Tom review last night's presidential election. For information on how to join the Zoom calls live each morning at 8:30 EST, visithtt...

Who Will Win? Narwhal's Election Day Preview | November 5, 2024 – Morning Market Briefing

05 Nov 2024

Contributed by Lukas

Andrew, Ben, and Tom make predictions about how the election will end. Please follow our live election blog on our website. Also, don't forget to vote...

RIP TGI Friday's & Pre-Election Day Update | November 4, 2024 – Morning Market Briefing

04 Nov 2024

Contributed by Lukas

Andrew and Tom give a pre-election update and our schedule for the week. They also discuss TGI Friday's closing business, Berkshire Hathaway's cash at...

Yesterday's Sell-Off & Apple Earnings | November 1, 2024 – Morning Market Briefing

01 Nov 2024

Contributed by Lukas

Ben, Pedro, and Tom discuss yesterday's market sell-off, Comcast's potential split, and various earnings. For information on how to join the Zoom cal...

PCE Inflation & UK Budget | October 31, 2024 – Morning Market Briefing

31 Oct 2024

Contributed by Lukas

Andrew, Ben, and Tom discuss PCE inflation, the UK's new budget, and various earnings.  For information on how to join the Zoom calls live each morn...

Weak Jobs Numbers Ahead of Election | October 30, 2024 – Morning Market Briefing

30 Oct 2024

Contributed by Lukas

Andrew, Ben, and Tom discuss this morning's jobs numbers, GDP, and various earnings.  For information on how to join the Zoom calls live each mornin...

10-Year Back Above 4.30% | October 29, 2024 – Morning Market Briefing

29 Oct 2024

Contributed by Lukas

Ben and Tom review the 10-year going above 4.30%, China considering $1.4T in fiscal stimulus, and various earnings. For information on how to join th...

Indonesia Blocking Apple from Selling iPhone 16 | October 28, 2024 – Morning Market Briefing

28 Oct 2024

Contributed by Lukas

Andrew, Ben, and Tom discuss France's negative credit outlook, Indonesia blocking Apple from selling the iPhone 16, and the week ahead. For informati...

Elon Musk in Contact with Putin & Major Restructuring at Graco | October 25, 2024 – Morning Market Briefing

25 Oct 2024

Contributed by Lukas

Andrew, Ben, Pedtro, and Tom discuss the WSJ's article on Elon's conversations with Putin, Graco's restructuring, and the Capri/Tapestry deal falling ...

Beige Book Highlights & Tesla Earnings | October 24, 2024 – Morning Market Briefing

24 Oct 2024

Contributed by Lukas

Ben and Tom review highlights from the Fed's Beige Book, Medicare's home diagnoses scandal, and Tesla earnings. It's also Ben's birthday. For informa...

BoA CEO Moynihan on the Fed & McDonald's E. coli Outbreak | October 23, 2024 – Morning Market Briefing

23 Oct 2024

Contributed by Lukas

Ben and Tom review Bank of America's CEO Brian Moynihan's thoughts on the Fed, the E. coli breakout at McDonald's, and various earnings. For informat...

Philip Morris, Raytheon, GM, & Others Report Earnings | October 22, 2024 – Morning Market Briefing

22 Oct 2024

Contributed by Lukas

Andrew, Ben, and Tom discuss a long list of earnings this morning. For information on how to join the Zoom calls live each morning at 8:30 EST, visit...

Starboard Value Goes Activist on Kenvue | October 21, 2024 – Morning Market Briefing

21 Oct 2024

Contributed by Lukas

Andrew, Ben, and Tom discuss this weekend's college football games, Starboard Value taking a stake in Kenvue, and the week ahead. For information on ...

China iPhone Sales Up & CVS CEO Karen Lynch Fired | October 18, 2024 – Morning Market Briefing

18 Oct 2024

Contributed by Lukas

Andrew, Pedro, and Tom review iPhone sales in China, CVS firing Karen Lynch, and various earnings. For information on how to join the Zoom calls live...

ECB Cuts Rates & US Retail Sales Increase | October 17, 2024 – Morning Market Briefing

17 Oct 2024

Contributed by Lukas

Andrew, Ben, and Tom review the ECB meeting results, US retail sales, and various earnings. For information on how to join the Zoom calls live each m...

Trump on Bloomberg & UK Inflation | October 16, 2024 – Morning Market Briefing

16 Oct 2024

Contributed by Lukas

Andrew, Ben, and Tom review Trump's interview on Bloomberg, Kamala's plan to support black American men, UK inflation, and various earnings. For info...

BoA Fund Manager Survey Shows Cash Levels are Down | October 15, 2024 – Morning Market Briefing

15 Oct 2024

Contributed by Lukas

Andrew, Ben, and Tom review the Bank of America Fund Manager Survey, oil dropping this morning, China's new policies, and various earnings.  For inf...

WSJ Economy Survey & Payment-In-Kind Interest Gains Traction | October 14, 2024 – Morning Market Briefing

14 Oct 2024

Contributed by Lukas

Andrew and Tom review the Wall Street Journal's latest survey on the economy's performance under Trump or Harris. They also discuss payment-in-kind in...

PPI Rises & Tesla Announces the Cybercab | October 11, 2024 – Morning Market Briefing

11 Oct 2024

Contributed by Lukas

Andrew, Ben, Pedro, and Tom discuss this morning's PPI numbers, Tesla's event, Blackrock earnings, and a preview of next week. Please RSVP for our Mac...

CPI Rises & BoA Shows Consumers Decreasing Spending | October 10, 2024 – Morning Market Briefing

10 Oct 2024

Contributed by Lukas

Andrew, Ben, and Tom discuss Dominoes, Delta, and Costco earnings. They review this morning's CPI number and the BoA consumer report. For information...

DOJ Tries to Break-Up Google| October 9, 2024 – Morning Market Briefing

09 Oct 2024

Contributed by Lukas

Andrew, Ben, and Tom discuss private credit growing in fixed income, the DOJ attempting to break-up Google, and TSMC earnings. For information on how...

Yesterday's Market Sell-Off & Small Business Optimism Continues to Decline| October 8, 2024 – Morning Market Briefing

08 Oct 2024

Contributed by Lukas

Ben and Tom discuss yesterday's market sell-off, various earnings, and an update on the economy. For information on how to join the Zoom calls live e...

Oil Prices Rise & Big Tech is Downgraded | October 7, 2024 – Morning Market Briefing

07 Oct 2024

Contributed by Lukas

Andrew, Ben, and Tom discuss a listener question, rising oil prices, and big tech downgrades. For information on how to join the Zoom calls live each...

Jobs Numbers Beat & the Longshoremen Strike is Over | October 4, 2024 – Morning Market Briefing

04 Oct 2024

Contributed by Lukas

Andrew, Ben, Pedro, and Tom talk about this morning's jobs numbers, ISM Services data, the Longshoremen strike, and Spirit Airlines potentially going ...

Tesla Falls on Deliveries & Swizz Inflation Slows | October 3, 2024 – Morning Market Briefing

03 Oct 2024

Contributed by Lukas

Andrew, Ben, and Tom discuss Tesla earnings, OpenAI funding, Constellation Brands earnings, Swizz inflation slowing, and more info on the port strikes...

Nike's Poor Earnings & Vance vs Walz Debate | October 2, 2024 – Morning Market Briefing

02 Oct 2024

Contributed by Lukas

Andrew and Tom discuss Nike's earnings, analysts cutting Apple's iPhone forecasts, ISM jobs numbers, Vance vs Walz debate, and Iran firing missiles at...

Israel Sends Troops into Lebanon & Longshoremen Strike Begins | October 1, 2024 – Morning Market Briefing

01 Oct 2024

Contributed by Lukas

Andrew, Ben, and Tom discuss Israel moving troops into Lebanon, the Longshoreman strike, CVS considering a potential breakup, and Jay Powell's intervi...

China Drops Mortgage Rates & Longshoremen Prepare to Strike | September 30, 2024 – Morning Market Briefing

30 Sep 2024

Contributed by Lukas

For information on how to join the Zoom calls live each morning at 8:30 EST, visithttps://www.narwhalcapital.com/blog/daily-market-briefingsPlease see...

Costco Earnings & Trump Meeting with Zelensky | September 27, 2024 – Morning Market Briefing

27 Sep 2024

Contributed by Lukas

Ben reviews Costco earnings, Trump's meeting today with Zelensky, and European CPI. For information on how to join the Zoom calls live each morning a...

Revenge of the Semis | September 26, 2024 – Morning Market Briefing

26 Sep 2024

Contributed by Lukas

Ben and Tom discuss Micron earnings, trading in Europe suggesting a soft economy, and the Swiss Central Bank cuts interest rates again. For informati...

DOJ Suing Visa on Debit-Card Payments | September 25, 2024 – Morning Market Briefing

25 Sep 2024

Contributed by Lukas

Ben is back and shares insights from being the boots on the ground in Europe. Joined by Tom, they discuss the DOJ's lawsuit against Visa over debit-ca...

The Importance of a Holistic Financial Advisor | Financial Planning Series

24 Sep 2024

Contributed by Lukas

In the final episode of our podcast series, Melissa and Nate provide a comprehensive look at the role of a holistic financial advisor and why they are...

US Proposes Banning Chinese Software in Vehicles | September 24, 2024 – Morning Market Briefing

24 Sep 2024

Contributed by Lukas

Pedro and Tom discuss Boeing's ongoing negotiations with the union, California accusing Exxon of misleading the public about recycling, and the US pro...

Microsoft & the Three Mile Island Nuclear Generating Station| September 23, 2024 – Morning Market Briefing

23 Sep 2024

Contributed by Lukas

Pedro and Tom discuss Intel being approached by Qualcomm about a takeover, JNJ files chapter 11 for the third time, and Microsoft partnering with Cons...

Nike CEO Steps Down and Veteran Elliot Hill Steps In | September 20, 2024 – Morning Market Briefing

20 Sep 2024

Contributed by Lukas

Pedro and Tom discuss Nike's CEO John Donohoe stepping down, FedEx Q1 results, and Howard Marks's memo. For information on how to join the Zoom calls...

Tom Was Right – Fed Cuts by 50bps | September 19, 2024 – Morning Market Briefing

19 Sep 2024

Contributed by Lukas

Andrew, Pedro, and Tom review yesterday's 50bp rate cut, House Speaker Mike Johnson's proposal to fund the government, X being temporarily restored in...

Fed Day & PMI Sells Inhaler Maker to Molex | September 18, 2024 – Morning Market Briefing

18 Sep 2024

Contributed by Lukas

Andrew, Pedro, & Tom preview Fed Day and discuss PMI selling their inhaler maker Vectura to Molex. For information on how to join the Zoom calls ...

Spending Pressures and Status Anxiety | Financial Planning Series

17 Sep 2024

Contributed by Lukas

In Episode 4 of our financial planning podcast series, Melissa and Nate explore the profound impact of status anxiety on our spending habits. This epi...

Amazon Orders Staff Back in Office 5 Days a Week | September 17, 2024 – Morning Market Briefing

17 Sep 2024

Contributed by Lukas

Andrew, Pedro, & Tom preview the Fed meeting, Amazon ordering staff back in the office, Intel's collaboration with AWS, and Bill Ackman's beef wit...

Preview of FOMC Meeting | September 16, 2024 – Morning Market Briefing

16 Sep 2024

Contributed by Lukas

Pedro and Tom preview the FOMC meeting and discuss the second Trump assassination attempt. For information on how to join the Zoom calls live each mo...

Boeing Workers Walk Out in First Strike Since 2008 | September 13, 2024 – Morning Market Briefing

13 Sep 2024

Contributed by Lukas

Andrew, Pedro, and Tom discuss the Michigan Consumer Sentiment report, Boeing workers walk out, and earnings. For information on how to join the Zoom...

Nvidia's CEO Gives Bullish Comments & Post Debate Polls | September 12, 2024 – Morning Market Briefing

12 Sep 2024

Contributed by Lukas

Andrew gives an update on the market. For information on how to join the Zoom calls live each morning at 8:30 EST, visithttps://www.narwhalcapital.co...

Harris-Trump Debate & CPI | September 11, 2024 – Morning Market Briefing

11 Sep 2024

Contributed by Lukas

Andrew, Ben, and Tom discuss last night's debate, banks lowering guidance, and CPI. For information on how to join the Zoom calls live each morning a...

Navigating Debt | Financial Planning Series

10 Sep 2024

Contributed by Lukas

In this episode, we delved into the complexities of debt and explored strategies to manage and reduce it effectively. Melissa and Nate discussed vario...

NFIB Small Business Pessimism| September 10, 2024 – Morning Market Briefing

10 Sep 2024

Contributed by Lukas

Ben and Tom discuss the results of the NFIB Small Business Optimism survey, Bank of America's consumer report, and yesterday's Apple conference. For ...

More Soft Jobs Results | September 6, 2024 – Morning Market Briefing

06 Sep 2024

Contributed by Lukas

Andrew, Ben, and Tom discuss the ISM services results, BLS employment report, Buffet dumping Bank of America, and introduce our new analyst Pedro. Fo...

Job Openings Tank More Than Expected | September 5, 2024 – Morning Market Briefing

05 Sep 2024

Contributed by Lukas

Andrew, Ben, and Tom discuss the JOLTS job openings and Andrew's ongoing feud with AT&T. For information on how to join the Zoom calls live each ...

Yesterday's Market Sell-Off & DOJ Subpoenas Nvidia | September 4, 2024 – Morning Market Briefing

04 Sep 2024

Contributed by Lukas

Andrew, Ben, and Tom discuss yesterday's market sell-off, DOJ's subpoena of Nvidia, & various earnings. For information on how to join the Zoom c...

Deciphering Your Budget: Exploring Your Money's Impact on Your Life | Financial Planning Series

03 Sep 2024

Contributed by Lukas

Join Melissa Dotson and Nate Watson in this episode as they discuss insights ranging from identifying those who benefit from budgeting to practical st...

Harris Says US Steel Should Remain Domestically Owned | September 3, 2024 – Morning Market Briefing

03 Sep 2024

Contributed by Lukas

Andrew, Ben, and Tom discuss Harris's claims to keeping US Steel domestically owned, Hamas hostage murders, and our view on refinancing. For informat...

LULU, GAP, DELL, & INTC Earnings | August 30, 2024 – Morning Market Briefing

30 Aug 2024

Contributed by Lukas

Ben and Tom talk Nvidia earnings, Q2 GDP revision, and the Harris tax plan. For information on how to join the Zoom calls live each morning at 8:30 E...

Nvidia Earnings & Q2 GDP Revision | August 29, 2024 – Morning Market Briefing

29 Aug 2024

Contributed by Lukas

Ben and Tom talk Nvidia earnings, Q2 GDP revision, and the Harris tax plan. For information on how to join the Zoom calls live each morning at 8:30 E...

Increased Consumer Confidence & Oil Spill on the Red Sea | August 28, 2024 – Morning Market Briefing

28 Aug 2024

Contributed by Lukas

Andrew and Tom talk CCI, PE ownership of NFL teams, and the oil spill on the Red Sea.  For information on how to join the Zoom calls live each morni...

Navigating Career Growth: Strategies for Maximizing Income | Financial Planning Series

27 Aug 2024

Contributed by Lukas

Join us for the first episode of our new podcast series where we dive into crucial topics around fair pay, salary maximization, and planning career mo...

The College Football Preview | August 27, 2024 – Morning Market Briefing

27 Aug 2024

Contributed by Lukas

Andrew, Ben, and Tom discuss PDD's crash, Apple's CFO resigning, and the upcoming college football season. For information on how to join the Zoom ca...

What Powell Said at Jackson Hole | August 26, 2024 – Morning Market Briefing

26 Aug 2024

Contributed by Lukas

Andrew, Ben, and Tom discuss Powell's commentary at Jackson Hole, the Canadian railway strike, and a preview of the week ahead. For information on ho...

Canada Shuts Down Railway Strike | August 23, 2024 – Morning Market Briefing

23 Aug 2024

Contributed by Lukas

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 Jack...

Jobs Revised Down By 818k | August 22, 2024 – Morning Market Briefing

22 Aug 2024

Contributed by Lukas

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 Zoo...