Financial Review

The Streak Ends

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-02-28-2017.mp3Podcast: Play in new window | Download (Duration: 13:16 — 7.6MB)Subscribe: iTunes | Android | RSS…..Trump addresses Congress tonight; looking for specifics. 4Q GDP estimate holds at 1.9%. Trade deficit widens. Home sales up 5.6% last year; up 4.9% in Phoenix. Consumer confidence up in Feb at 16 year high. Fed jawbones rate hikes. Morgan Stanley pulls a LaLaLand on taxes. Samsung chairman indicted. YouTube at 1 billion hours a day in USA. YouTube Unplugged. Apple goes AR and other stuff they won’t talk about. Financial Review by Sinclair Noe for 02-28-2017

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Financial Review

Boxcars

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-02-27-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: iTunes | Android | RSS…..Twelve consecutive record high closes for the Dow. Mr. Trump goes to Congress and he has a budget; more on defense, less discretionary; no change to Social Security and Medicare; repeal Obamacare. Warrant Buffett’s annual shareholder letter paints a rosy picture of the economy and stocks, but blasts hedge funds and investment fees. GE’s Jeff Immelt’s letter to shareholders marks the end of the global elite.   Financial Review by Sinclair Noe for 02-27-2017

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Financial Review

Shut Up

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-02-24-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: iTunes | Android | RSS…..Dow record in the final seconds. Trump blasts fake news at CPAC. Spicer blocks news media at White House. Oil investors go way long on backwardation. Saudi Aramco overvalued. Exxon calls for carbon tax. Sessions brings back private prisons. JC Penney will shut down more stores. Waymo sues Uber. Financial Review by Sinclair Noe for 02-24-2017

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Financial Review

Count Your Pants and Shirts

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEGH_1-02-23-2017.mp3Podcast: Play in new window | Download (Duration: 13:16 — 7.6MB)Subscribe: iTunes | Android | RSS…..Dow hits 10th straight record. Thus spake Mnuchin. How to create jobs. Oil inventories slim down. More jobs in wind than oil. XOM de-books oil reserves. US-Europe flights for $65. McDonald’s soda for one buck. Ghosn gone. Earnings reports. Financial Review by Sinclair Noe for 02-23-2017

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Financial Review

91 Days

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-02-22-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: iTunes | Android | RSS…..Another Dow record. Fed minutes show rate hike “fairly soon”. Existing home sales jump. Shortage of construction workers. Fannie and Freddie must pay government, not shareholders. Facebook plays ball. First Solar beats. Verizon tests 5G. UPS tests drones. Amazon Bigthanks. Financial Review by Sinclair Noe for 02-22-2017

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Financial Review

Again and Again

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-02-21-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: iTunes | Android | RSS…..Walmart beats; Amazon counterpunches. Macy’s slips and sells RE. Home Depot beats and buys back. Verizon will buy Yahoo with a cut. Burger King buys Popeyes. Kraft won’t buy Unilever. Sprint-TMobile. International money transfers – there’s an app. Eurozone biz activity best in 6 years. HSBC tanks. BHP profit. China stops buying coal from North Korea. Waiting on the Fed. Oil prices move higher, as OPEC cuts production but US demand drops. Trump starts deportations. Financial Review by Sinclair Noe for 02-21-2017

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Author Interviews

Beth Kobliner

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/BETH_KOBLINER-02-21-2017.mp3Podcast: Play in new window | Download (Duration: 19:49 — 11.3MB)Subscribe: iTunes | Android | RSSSinclair Noe interviews Beth Kobliner, author of “Make Your Kid A Money Genius (Even If You’re Not): A Parents’ Guide for Kids 3 to 23”

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Financial Review

Peace Out

  Starting Presidents’ Day a bit early, so today’s review is a bit on the light side. Thanks for your patience. Financial Review by Sinclair Noe for 02-17-2017

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Financial Review

When Others Are Greedy

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-02-16-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: iTunes | Android | RSS…..Another Dow record, barely. What’s sparking the rally. It’s a mess, except it isn’t. Optimism abounds. Fed sees strengthening economy. Philly Fed Mfg Survey at 33 year high. Housing starts down but permits up. Jobless claims still look strong. $16 billion for an app – Snap. Oil higher. OPEC is cutting but US is exporting. Biggest coal plant in the west slated to close.   Financial Review by Sinclair Noe for 02-16-2017

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Financial Review

5 Straight

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-02-15-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: iTunes | Android | RSS…..Record highs, again for Dow, S&P, Nasdaq, and Russell.  CPI up on higher gas; + 2.5% over past year. Strong retail sales in January. Empire State MFG report strong. Yellen goes before the House. Retailers meet Trump, oppose border adjustment tax. Humana pulls out of ACA. Puzder pulls out of labor bid. Bebe won’t pull out of settlements. Time Warner votes “yes”. SoftBank buys FIG. Verizon wants a new deal. Financial Review by Sinclair Noe for 02-15-2017

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