Andrew, Ben, and Tom review the market's performance YTD, the Boing and Blackrock mergers, the first round of voting in France, and Timiraos' latest remarks on rates. 


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Andrew, Ben, and Tom review Nike earnings, PCE Inflation, and last night's presidential debate. 


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Please see disclosures:
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Andrew, Ben, and Tom review FedEx's earnings, bond traders betting on cuts by next March, and tightening credit spreads giving some companies a market-based rate cut. 


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Please see disclosures:
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Andrew and Ben share an update on their current view of the markets and the economy. 


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Please see disclosures:
https://www.narwhalcapital.com/disclosure

Juan Mendez and George Molev recently purchased Uni-Tech Paint & Body Shop in Atlanta. The two share their journeys from immigrants to entrepreneurs in the latest edition of Beyond the Portfolio. Whether you're in the market to buy a business or looking to sell it to the next generation, Mendez and Molev offer insight that will be helpful to you.


For information on how to join the Zoom calls live each morning at 8:30 EST, visit
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Please see disclosures:
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We are testing out podcast intros. Please send me an email if you have suggestions or want to submit a theme song. Ben and Tom discuss Apple's potential AI collaboration with Meta, Nvidia is no longer the largest company in the world, and Eli Lilly looking to get an indication on Zepbound for sleep apnea. 

For information on how to join the Zoom calls live each morning at 8:30 EST, visit
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Please see disclosures:
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Ben and Tom discuss Nvidia share volatility, Adriana Kugler saying rate cuts are likely, European PMIs, and the used car market. 

For information on how to join the Zoom calls live each morning at 8:30 EST, visit
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Please see disclosures:
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Andrew and Tom discuss the surprise rate cut by the Swizz National Bank, Nvidia becoming the largest company in the world, S&P 500 rebalancing, and the cyberattack on US car dealerships. 


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Please see disclosures:
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Andrew, Ben, and Tom discuss Philip Morris halting online sales of Zyn in the US, retail sales, Goldman's rate expectations, Biden granting legal status to immigrant spouses, and Wells Fargo's poor management. 


For information on how to join the Zoom calls live each morning at 8:30 EST, visit
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Please see disclosures:
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Ben and Tom discuss Apple supplier TDK's claims of solid-state battery breakthrough, UK/France election status, and Ben's tales from the road.  


For information on how to join the Zoom calls live each morning at 8:30 EST, visit
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Please see disclosures:
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