End of an Era
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http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-07-31-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: iTunes | Android | RSS…..Dow hits another record. July was good for Wall Street, great for oil, bad for the dollar. Pending home sales rise. Lending standards tighten up. Scaramucci out after 10 days. Next – tax reform. Venezuela sanctions. Joe Arpaio in pink boxers. Tesla Model 3 hits the streets. Financial Review by Sinclair Noe for 07-31-2017
Life Comes at You Fast
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http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-07-28-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: iTunes | Android | RSS…..Dow hits another record. 2Q GDP at 2.6%, meh. Skinny repeal is dead. Reince Priebus gone. Royal Dutch Shell – buy an electric car. Shrinking airline seats. Wells Fargo behaving badly again. Financial Review by Sinclair Noe for 07-28-2017
Marion McGovern
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http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/MARION_MCGOVERN-07-28-2017.mp3Podcast: Play in new window | Download (Duration: 19:49 — 11.3MB)Subscribe: iTunes | Android | RSSSinclair Noe interviews Marion McGovern, author of “Thriving in the Gig Economy: How to Capitalize and Compete in the New World of Work”
DeFAANG
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http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-07-27-2017.mp3Podcast: Play in new window | Download (Duration: 13:05 — 7.5MB)Subscribe: iTunes | Android | RSS….Dow hits another record. Others slide. 1987ish. Amazon does its thing. Intel, Twitter, Starbucks, et al. Foxconn goes to Wisconsin. Skinny repeal on tap. Financial Review by Sinclair Noe for 07-27-2017
Decision Day
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http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-07-26-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: iTunes | Android | RSS…Major stock indexes hit all-time highs, again. Fed holds steady. Senate votes and votes, again. Trump v. Transgendered. New home sales up. Copper squeeze. Facebook ubiquitous. Boeing flying high. UK electric. Financial Review by Sinclair Noe for 07-26-2017
Close But No Cookies
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http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-07-25-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: iTunes | Android | RSS….S&P, Nas, Russell at new highs. Senate votes on having more votes on repeal/replace, or repeal, or semi-repeal, or something. Confidence soars. Existing home sales solid. Oil prices rally. Copper hits 2 year high. Bond market tumbles as the Fed FOMC meets. 3M slammed. McDonalds all time high. Caterpillar jumps. AT&T up. GM down. Financial Review by Sinclair Noe for 07-25-2017
Daniel Pecaut and Corey Wrenn
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http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/DAN_PECAUT-COREY_WRENN-07-25-2017.mp3Podcast: Play in new window | Download (Duration: 19:49 — 11.3MB)Subscribe: iTunes | Android | RSSSinclair Noe interviews Daniel Pecaut and Corey Wrenn, co-authors of “University of Berkshire Hathaway: 30 Years of Lessons Learned from Warren Buffett & Charlie Munger at the Annual Shareholders Meeting”
Big Earnings Week
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http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-07-24-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: iTunes | Android | RSS…..Nasdaq record. Fed FOMC looking for inflation. GDP growing but not enough. Big week for earnings. 2Q reports off to a good start. Google earnings hit by EU fines, but still shows growth. KKR buys WebMD. Trump pleads for something on healthcare. Kushner testifies. Dems offer Better Deal. NASA tries to crack the sonic boom. Financial Review by Sinclair Noe for 07-24-2017
Focus on Earnings
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http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-07-21-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: iTunes | Android | RSS…..Stocks pull back from records. Tech finally recovers from Dot Com. Fangs lead the market. Earnings the only thing to add volatility. GE weak earnings. Honeywell beats. Amazon has a pricing problem. Wells rehires whistleblower that didn’t exist. BofA bolts London for Dublin. Dark net crackdown. So long Spicey. Financial Review by Sinclair Noe for 07-21-2017
Gary Smith
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http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/GARY_SMITH-07-21-2017.mp3Podcast: Play in new window | Download (Duration: 19:49 — 11.3MB)Subscribe: iTunes | Android | RSSSinclair Noe interviews Gary Smith, author of “Money Machine: The Surprisingly Simple Power of Value Investing”