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Bank Deposit Reclassification & A Big Day For Earnings | July 25, 2023 - Morning Market Briefing
Ben, Andrew, and Tom go over the bank deposit reclassification not being as big a deal as it might sound, Raytheon's turbine problem, and a strong qu…
3 years, 3 months ago
Phillips Healthcare in Trouble & Fed Continuously Hawkish | July 24, 2023 - Morning Market Briefing
Ben and Tom muse over continuing negotiations between UPS and the Teamsters, Phillips Healtcare's struggling performance, and Nick Timiraos saying th…
3 years, 3 months ago
TSMC's Earnings Fail to Electrify & Phillip Morris's Kill | July 20, 2023 - Morning Market Briefing
Ben and Tom talk about TSMC's lackluster quarter, Phillip Moriss's impressive margins growth, and Blackstone becoming the first private equity firm t…
3 years, 3 months ago
British Inflation Drops & Carvana's Stock Pops | July 19th, 2023 - Morning Market Briefing
Ben and Tom go over the UK's inflation rapidly decreasing, Carvana's stock passing $50 after somewhat of a sketchy debt restructure, Microsoft's AI a…
3 years, 3 months ago
Lockheed Martin & BofA Earnings Outperformance | July 18, 2023 - Morning Market Briefing
Ben, Andrew, and Tom go over Lockeed Martin, Bank of America, and Morgan Stanley's earnings and more.
For information on how to join the Zoom calls l…
3 years, 3 months ago
Tupperware's Debt Rots the Stock & Teamsters tell White House to not Intervene | July 17, 2023 - Morning Market Briefing
Ben, Tom, and Moe discuss Tupperware's fall from grace, China's low, but not surprising GDP results, and the Teamsters telling the White House not to…
3 years, 3 months ago
The Heat is On | Macro Presentation - Q2 2023
Narwhal's Macro presentation for Q2 of 2023.
3 years, 3 months ago
Earnings Begin & Yesterday's PPI | July 14, 2023 - Morning Market Briefing
Ben, Andrew, and Tom go over the released earnings so far, including United Health, BlackRock, JP Morgan, and Wells Fargo, yesterday's PPI, and Prime…
3 years, 3 months ago
Microsoft's Acquisition of Activision Approved & Telecom's Tagged with Toxins | July 12, 2023 - Morning Market Briefing
Ben, Tom, and Moe update on the Northern District of California's ruling disqualifying the FTC's injunction of the MSFT-ATVI merger to Khan's probabl…
3 years, 3 months ago
Amazon Prime Day Begins & NFIB June Report Gets Released | July 11, 2023 - Morning Market Briefing
Andrew, Tom, and Moe converse regarding Amazon Prime Day starting today, a concerning amount of Chinese stimulus being passed, and NFIB's mixed repor…
3 years, 3 months ago