Ben, Andrew, and Tom discuss today’s First Trust conference, a positive reaction to Target’s earnings report, activist investors looking to “Restore the Magic” for Disney, AAPL’s weak numbers in China, TSLA loses a plant in Germany due to a fire, and a quick preview of Super Tuesday & the State of the Union Address.

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
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Ben and Tom discuss an optimistic ISM Manufacturing report, the impact of this data on Fed decisions, a look ahead at Fed action and rate movement over the course of the year, and a preview of The State of the Union.

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Ben and Tom discuss NYCB’s continued slide, interest rates exposing operational weakness, the “ESG” landscape, strong earnings from Dell and ADSK, congress avoids a government shutdown, European inflation running hot, and the upcoming State of the Union Address.


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Ben, Tom, and Andrew discuss AI’s impact on tech companies, some of which is enabling businesses, and some of which is disrupting businesses, strange communication from the Bureau of Labor Statistics and the implications of the communication on inflation, and PCE data that comes in on par with expectations.

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Ben, Tom, and Andrew discuss a bevy of economic data including the revised Q4 GDP data, durable goods orders, and upcoming core PCE, the anti-trust case against UNH, AAPL speaking with the DOJ, and Tom’s soapbox on locking in rates.

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, Tom, and Andrew discuss Kroger’s potential acquisition of Albertson, earnings from Lowes, Zoom, and Macy’s, some big names making the case for active management, and news on cardiac events following COVID infection.

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:
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Ben, Tom, and Andrew discuss Domino’s Pizza earnings, the upcoming PCE data, Warren Buffett’s annual letter, and commentary on the AT&T outage.

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 dive deep into asset manager flows, the fixed income landscape, and a status update on commercial real estate.

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:
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Ben and Tom discuss another blockbuster earnings from NVDA, American ingenuity, NVDA’s MOAT, Eurozone PMI, and some big moves in bond world.

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:
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Andrew and Tom discuss AMZN being added to the DOW, earnings from Narwhal holdings ADI and Garmin, and big down-swings from Community Health Systems, Palo Alto, and Teladoc.

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