Financial Review

The Wisdom of Solomon

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-01-31-2017.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: iTunes | Android | RSS…..Eurozone grows. BOJ stands pat. FOMC meets. Home sales up. Consumer confidence down. Deutsche Bank launders money. Apple beats, beats, beats. Exxon’s big impairment – not worth it to pull it out of the ground. Trump meets drugmakers. Tom Price did get a discount. OneWest did engage in robo-signings. Trump fires Yates. Trump names next justice. Hoping for Solomon. Financial Review by Sinclair Noe for 01-31-2017

READ MORE →
Author Interviews

Peter Doran

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/PETER_DORAN-01-31-2017.mp3Podcast: Play in new window | Download (Duration: 19:50 — 9.1MB)Subscribe: iTunes | Android | RSSSinclair Noe audio interview with Peter Doran, author of “Breaking Reockefeller: The Incredible Story of the Ambitious Rivals Who Toppled an Oil Empire”

READ MORE →
Financial Review

Ban Blowback

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1A-01-30-2017.mp3Podcast: Play in new window | Download (Duration: 12:13 — 5.6MB)Subscribe: iTunes | Android | RSS…..Refugee travel ban blowback. Two for one on regulations. Jobs report on Friday. FOMC meets tomorrow. Wall Street without Fed stimulus looks pricey. Consumer spending up. Pending home sales jump. Rig counts climb. Puerto Rico extension. VW the biggest. No accounting for Toshiba. Fitbit unhealthy. Tempur Sealy nightmares. Walgreens Rite Aid shrinkage. Financial Review by Sinclair Noe for 01-30-2017

READ MORE →
Financial Review

The Mark Inside

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1A-01-27-2017.mp3Podcast: Play in new window | Download (Duration: 12:08 — 5.6MB)Subscribe: iTunes | Android | RSS…..Nasdaq record high. VIX multi-year low. 4Q GDP 1.9%. 2016 GDP 1.6%. Room to grow. Lucha Libre: Trump v. Slim. PM May comes a begging.  UBS redemptions. Sears fading away. Iranian tankers sail. Happy New Year. Financial Review by Sinclair Noe for 01-27-2017

READ MORE →
Author Interviews

Ira Millstein

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/IRA_MILLSTEIN-01-27-2017.mp3Podcast: Play in new window | Download (Duration: 19:50 — 9.1MB)Subscribe: iTunes | Android | RSSSinclair Noe interview Ira Millstein, author of “The Activist Director: Lessons from the Boardroom and the Future of the Corporation”.

READ MORE →
Author Interviews

David Smick

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/DAVID_SMICK-01-24-2017.mp3Podcast: Play in new window | Download (Duration: 19:50 — 9.1MB)Subscribe: iTunes | Android | RSSSinclair Noe interview David Smick, author of “The Great Equalizer: How Main Street Capitalism Can Create an Economy for Everyone”

READ MORE →
Financial Review

Dow 20K Redux

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1A-01-26-2017.mp3Podcast: Play in new window | Download (Duration: 12:01 — 5.5MB)Subscribe: iTunes | Android | RSS…..Another record high close for the Dow. Earnings reporting in full bloom. J&J buys Actelion. Oprah ends world hunger. Jobless claims up. New home sales down. Tomorrow 4Q GDP. More on the wall. Mexico cancels meeting. Financial Review by Sinclair Noe for 01-26-2017

READ MORE →
Financial Review

20K

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1A-01-25-2017.mp3Podcast: Play in new window | Download (Duration: 12:06 — 5.5MB)Subscribe: iTunes | Android | RSS…..Dow, S&P 500 and Nasdaq all hit record highs. Trump will build a wall. Also, an end to sanctuary cities. Also, a major investigation into voter fraud. Also torture “absolutely” works. Also, a ban on refugees. Smog blankets Europe. Earnings reports from BA, UTX, FCX, AA, T, QCOM Financial Review by Sinclair Noe for 01-25-2017

READ MORE →
Financial Review

Let’s All Go to the Movies

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-01-24-2017.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: iTunes | Android | RSS…..S&P and Nasdaq hit records. TPP dead. Keystone and DAP revived. Breakfast with Big 3. South China Sea simmers. UK loses Article 50 case. Aetna-Humana and a big threat. Earnings season in full bloom (or bust, depending.) Home resales dry up in December. It’s a La La Land world we live in. Financial Review by Sinclair Noe for 01-24-2017

READ MORE →
Financial Review

Year of the Rooster

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-01-23-2017.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: iTunes | Android | RSS…..TPP axed. Baseline 25 million jobs and 4% GDP. Emoluments matter. Foxconn TVs in USA. Kroger to add jobs. IBM to add jobs – after firing workers. Yahoo under SEC investigation. McDonald’s post-breakfast come down. Halliburton reports mixed earnings. OPEC cuts as expected. Everett Washington sues Purdue Pharma for OxyContin epidemic. United grounded. Hong Kong most expensive. South Korea most innovative. Happy Year of the Rooster. Tax season starts. Have a cookie. Financial Review by Sinclair Noe for 01-23-2017

READ MORE →