Financial Review

Out of the Void

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-07-31-2018.mp3Podcast: Play in new window | Download (Duration: 13:05 — 7.5MB)Subscribe: Apple Podcasts | Android | RSS…July was a good month on Wall Street. Apple beats. Facebook does something about bad actors. Home prices up, but construction loses workers. Consumer confidence up. PCE up. Spending up. Financial Review by Sinclair Noe for 07-31-2018

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Financial Review

Cold, Cold

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-07-30-2018.mp3Podcast: Play in new window | Download (Duration: 13:14 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Stocks slip again. Shutdown? Tariffs? Earnings? Fed? Real estate demand outstrips supply. Earnings season: CAT will raise prices because of tariffs but has plenty for buyback. Yemen turns into an oil problem for Saudis. Financial Review by Sinclair Noe for 07-30-2018

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Financial Review

GDP Pop

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-07-27-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…GDP pops to 4.1%. Stocks drop. FAANGS lead lower. Disney buys 21st Century Fox. Twitter purges fake accounts. Exxon stumbles. Financial Review by Sinclair Noe for 07-27-2018

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Author Interviews

Etienne Deffarges – Untangling the USA

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/ETIENNE_DEFFARGES-07-27-2018.mp3Podcast: Play in new window | Download (Duration: 19:49 — 11.3MB)Subscribe: Apple Podcasts | Android | RSSSinclair Noe interviews Etienne Deffarges, author of “Untangling the USA: The Cost of Complexity and What Can Be Done About It”

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Financial Review

The Harder They Fall

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-07-26-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Facebook’s epic crash. Amazon does Amazon. Facial Rekognition sort of works. Earnings roundup: Intel, Starbucks, Chipotle, airlines. GDP tomorrow. Financial Review by Sinclair Noe for 07-26-2018

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Financial Review

Facebook Cracks

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-07-25-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Stocks rally on hope for trade agreement with EU. Facebook slammed on earnings. Tariffs hit multiple companies 2Q earnings. New home sales drop. Financial Review by Sinclair Noe for 07-25-2018

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Financial Review

Heat of the Day

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-07-24-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Earnings season heats up. Companies affected by trade war. Farmers get $12 billion bailout. It’s hot outside. Financial Review by Sinclair Noe for 07-24-2018

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Financial Review

Google It

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-07-23-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Earnings season strong but may have hit peak earnings. Google shines. Trade wars loom. Iran gets tweet threat. Commodity prices slammed by tariff talk. Existing home sales slip Financial Review by Sinclair Noe for 07-23-2018

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Financial Review

Unintended Consequences

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-07-20-2018.mp3Podcast: Play in new window | Download (Duration: 13:14 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Stocks flat. Earnings still strong. Facebook again. Trump threatens max tariffs on China. China responds. Trump hits Fed again – bad idea. Playmate payoff tape. Google works on Fuschia. Financial Review by Sinclair Noe for 07-20-2018

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Financial Review

Earning Season and Crazy Season

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-07-19-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Earnings continue to pour in hot. Comcast passes on 21st Century Fox. Trade war tensions. Trump influences Fed. Invites Putin to White House. Financial Review by Sinclair Noe for 07-19-2018

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Financial Review

Got It

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-07-18-2018.mp3Podcast: Play in new window | Download (Duration: 13:16 — 12.1MB)Subscribe: Apple Podcasts | Android | RSS…Stocks drift higher. Beige Book shows steady growth and tariff worries. Berkshire buyback. Trump on Russia: they didn’t do it, they did it, they aren’t continuing to do it. Pizza and burgers. EU fines Google. Amazon Prime smash hit. Morgan Stanley beats. Financial Review by Sinclair Noe for 07-18-2018

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Financial Review

Backtrack Flip Flop

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-07-17-2018.mp3Podcast: Play in new window | Download (Duration: 13:06 — 12.0MB)Subscribe: Apple Podcasts | Android | RSS…Nasdaq record high. Amazon and Netflix rebound, sorta. Trump returns from Eurozone, backtracks, and flip flops. J. Powell testifies. Wages slip. Industrial production up. Continental and CSX have earnings beat. MGM hits new level of sleaze. Financial Review by Sinclair Noe for 07-17-2018

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Financial Review

To the Dogs

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-07-16-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Stocks muddle into earnings. IMF goes risk off. Powell to speak. Retail sales bounce. Netflix disappoints. BofA goes mobile. Amazon crashes, with dogs. Trump-Putin summit also a pretty spectacular crash. Financial Review by Sinclair Noe for 07-18-2018

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Financial Review

Friday the 13th

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-07-13-2018.mp3Podcast: Play in new window | Download (Duration: 13:14 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Nasdaq record; S&P tops 2800. JPMorgan, Citi, and Wells Fargo post earning: good, bad, ugly. Amazon eyes networking; next week – Prime. Mueller indicts 12 Russian officers, days before Trump-Putin summit. Financial Review by Sinclair Noe for 07-13-2018

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Financial Review

Did It Again

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-07-12-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Nasdaq new high. China-US might talk. Powell concerned. CPI inches up; we have inflation. Housing inventory thaws. Broadcom bombs. AT&T-Time Warner appeal. Oops, Papa John did it again. Financial Review by Sinclair Noe for 07-12-2018

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Financial Review

What Wall?

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-07-11-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Stocks fall. Trade war heats up. NATO summit – what wall? Senators flake. Oil tumbles – pick a reason. PPI up. Comcast counters. Financial Review by Sinclair Noe for 07-11-2018

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Financial Review

Fizzy

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-07-10-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Stocks move higher. Earnings season starts with fizz. Goodbye Doughboy. Quits up. Global debt soars. BMW and Tesla to China. Trump to Brussels and UK and Helsinki – what could go wrong? #SavethePolishDog. Try to avoid a 15.4(c) breach. Financial Review by Sinclair Noe for 07-10-2018

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Financial Review

And Its Discontents

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-07-09-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Wall Street rallies. Waiting on earnings. Consumer borrowing spikes. Buybacks spike. US-China trade war, history suggests pain. Soft v hard Brexit triggers resignations. The state of oil. Financial Review by Sinclair Noe for 07-09-2018

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Financial Review

Forget About It

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-07-03-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Stocks stumble into the holiday. Home price climb. Trade war heats up. WTO warns. Fitch warns. US Chamber of Commerce warns. Trump warns NATO allies. China blocks Micron. Facebook coverup. Tesla cuts corners to almost hit target. Oil higher for the holiday. Have a Happy 4th. Financial Review by Sinclair Noe for 07-03-2018

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Financial Review

Timothy Fiore – ISM Manufacturing

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/TIMOTHY_FIORE-SEG_2-07-03-2018.mp3Podcast: Play in new window | Download (Duration: 7:10 — 4.1MB)Subscribe: Apple Podcasts | Android | RSSTimothy Fiore, chair of the Institute for Supply Management Manufacturing Business Survey Committee.

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