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The US Takes Stake in Intel & Retail Sales | August 15, 2025 – Morning Market Briefing
Andrew, Ben, Tom, and Pedro discuss Berkshire's recent buy of UNH, the US taking a stake in Intel, and retail sales.
Song: Chillin' in Alaska - Tim H…
1 year, 2 months ago
PPI Comes in Hot | August 14, 2025 – Morning Market Briefing
Andrew, Ben, and Tom discuss this morning's PPI data and various earnings.
Song: I'm in a Hurry (And Don't Know Why) - Alabama
For information on how…
1 year, 2 months ago
Perplexity Offers to Buy Google Chrome & Yesterday's Rally | August 13, 2025 – Morning Market Briefing
Andrew, Ben, and Tom discuss yesterday's market rally, Bessent's latest comments on rates, and Perplexity's offer to buy Google Chrome.
Song: Innerb…
1 year, 2 months ago
Small Business Optimism Rises & CPI Remains Steady | August 12, 2025 – Morning Market Briefing
Ben and Tom discuss this morning's CPI data, small business optimism, and the HBI-Gildan merger.
Song: Beautiful Disaster - 311
For information on how…
1 year, 3 months ago
AMD & Nvidia to Pay 15% China Revenue to the US | August 11, 2025 – Morning Market Briefing
Andrew, Ben, and Tom discuss AMD and Nvidia paying 15% of their China revenue to the US. Please reach out to hfish@narwhal.com if you are interested …
1 year, 3 months ago
Meta Lands Funding Deal with Pimco and Blue Owl | August 8, 2025 – Morning Market Briefing
Ben and Tom discuss Meta's funding plan and various earnings.
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1 year, 3 months ago
Apple $600 Investment Announcement & 100% Tariffs on Semiconductors | August 7, 2025 – Morning Market Briefing
Andrew and Tom discuss Apple's $600B investment, BoE rate cut, and various earnings.
Song: Corduroy - Pearl Jam
For information on how to join the Zoom…
1 year, 3 months ago
Where Are We in the Cycle? Early vs. Late Cycle | August 6, 2025 – Morning Market Briefing
Andrew, Ben, and Tom discuss early vs. late cycle, ISM services, and various earnings.
Song: Drown - Smashing Pumpkins
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1 year, 3 months ago
San Francisco Fed President Mary Daly Calls for Cuts | August 5, 2025 – Morning Market Briefing
Andrew and Ben discuss San Francisco Fed President Mary Daly's call for interest rate cuts, trade balance data, and various earnings.
Song: Heaven Be…
1 year, 3 months ago
BLS Director Erika McEntarfer Fired | August 4, 2025 – Morning Market Briefing
Andrew and Ben discuss BLS Director Erika McEntarfer being fired by Trump, Fed Governor replacement for Andrea Kugler, and Berkshire Hathaway earning…
1 year, 3 months ago