The Investing Podcast Narwhal Capital Management

This morning, the guys discuss some possible stabilization in the financial industry, Bank of America seeing large cash inflows from funds, falling use of Fed emergency loans, the implications of new economic data and Trump’s indictment.

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

Andrew, Ben and Tom discuss recent restoration hardware performance and below-estimate guidance as well as volume increases in the freighting market.

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

Today, the guys speak on the upcoming new bank rules and regulations for midsize banks, UNH’s announcement to reduce the use of prior authentications, Micron earnings, Lululemon earnings, as well as the improvement of real average hourly earnings in February from January.

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

This morning, Ben and Tom welcome new team member Moe to the podcast and delve into the current state of the bond market, the general implications of the recent banking scares, shifts in the commercial real estate market, drives towards efficiency at Meta and Disney and a relative Walgreens beat on earnings expectations.

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

Today, Ben and Tom discuss some finally good news regarding a bank with First Citizens buying SVB, the acquired assets included in the deal, the FDIC’s aid in the deal, other implications of the purchase, a quick lesson on FHLB as well as what’s on the horizon in the coming week.

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

Today marks the 3-year anniversary of the Daily Market Briefing. Andrew, Ben, and Tom celebrate by discussing Janet Yellen’s “flip flopping”, the stark increase in the Bank Term Funding Program, the financial sector stress impacting Deutsche Bank, the ticking timebomb that is First Republic, and some headlines from Altria.

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