Tom, Ben, and Andrew provide updates on the state of the conflict in Ukraine, the reactions of conflict onlookers including China and the US, Biden’s announcement to ban Russian oil in the US, the EU considering a joint bond issuance, Uber raising guidance after a quicker post-omicron recovery, and Google making its second largest acquisition ever.

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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David Grayson is the Director of Mining Operations at Green Rock, a real estate development firm based in Birmingham, AL. He formerly served as the President of the Southeast Division at Vulcan Materials Company, the largest aggregates producer in the US. David joins the podcast for a longform interview discussing what led him to seek a career in the aggregates world, factors that contributed to his success, and the advice he would provide to those early on in their career.

Tom, Ben, and Andrew discuss the current state of the markets, why we are still buying US equities, updates on the Russia/Ukraine conflict, Russia’s demands in the negotiations, the debate on whether or not to ban Russian oil by NATO countries, the Iranian nuclear deal, and a busy 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
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Tom, Ben, and Andrew discuss the impact of Russia’s capture of a Ukrainian nuclear power plant, the potential next steps for NATO in this conflict, the state of the Iranian nuclear deal, some strong US economic data, and strong earnings for Costco and Broadcom.

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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Tom and Ben discuss Jay Powell’s “market soothing” testimony, the potential pace of rate hikes from the Fed, the weight of Russian sanctions on European countries, updates on the Russia/Ukraine conflict, the market impacts of the continued tension, and some strong US economic data coming in.

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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Tom, Andrew, and Ben discuss President Biden’s State of the Union Address, updates on the situation in Ukraine, oil prices and production, incoming employment data, and testimony from Fed chair Jay Powell.

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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The team continues to discuss the situation in Ukraine, what will need to happen to put an end to the fighting, and the possible economic impacts of this whole situation. The team also touches on Target’s strong earnings, movement within the world of fixed income, Chevron’s investor day, and a preview of 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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Tom, Andrew, and Ben discuss the situation as it continues to unfold in Ukraine, the new sanctions that the west has placed on Russia, the effects that these sanctions and how Russia could respond, as well as our thoughts on the upcoming State of the Union Address from President Biden, and much more in a busy 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
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Tom and Andrew discuss the remarks made by President Biden in response to the Russian invasion, the potential sanctions that could be levied against Russia and Putin specifically, and the market’s reaction to the comments made. We also touch on some economic data and COVID related news that is coming in.

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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Members of the investment committee discuss the full-scale Russian invasion in Ukraine, the potential response of world leaders, the impact on the US and global economy, the plans of the Federal Reserve in the wake of this news, and how our response within investment portfolios is predicated on disciple.

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