Financial Review

End of Quarter, Hit Pause

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-09-28-2018.mp3Podcast: Play in new window | Download (Duration: 13:06 — 7.5MB)Subscribe: Apple Podcasts | Android | RSS…Q3 strong for stocks. Oil remains bullish. FBI to investigate Kavanaugh. No gov shutdown for now. Italy in debt. Tesla tanks. Facebook breached, again. BK for that place that sells that thingy thing. Financial Review by Sinclair Noe for 09-28-2018

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Financial Review

Pass the Purell

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-09-27-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Judiciary hearings – not democracy at its finest. Impact on SCOTUS. 2Q GDP at 4.2%. Pending home sales fall. Trade deficit grows. Ford braces for a tariff hit. Volvo has electric trucks. Elon Musk sued by SEC. Medical pot moves forward. Financial Review by Sinclair Noe for 09-27-2018

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Financial Review

Accommodation Drop

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-09-26-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Fed hikes rates. The economy is strong, everything is rosy. Stocks drop. ECB says trade wars will hurt US. NAFTA circles the drain. Trump blames China. Financial Review by Sinclair Noe for 09-26-2018

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Financial Review

Punchline

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE_SEG_1-09-25-2018.mp3Podcast: Play in new window | Download (Duration: 13:09 — 7.5MB)Subscribe: Apple Podcasts | Android | RSS…Trump speaks at UN. Oil prices move higher. Unintended consequences of Iranian sanctions. Consumer confidence spikes. Home prices solid but moderating. Waiting on the Fed. Higher rates and the budget deficit. Name game. Financial Review by Sinclair Noe for 09-25-2018

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Financial Review

Time Out

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-09-24-218.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Stocks slip on concerns about trade wars, Rosenstein resignation/firing. Fed meets this week. Oil prices jump. Comcast to buy Sky. Sirius buys Pandora. Kors-Versace. Barrick buys Randgold. Sears near the end. Name changes. Financial Review by Sinclair Noe for 09-24-2018

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Financial Review

21st Day of September

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-09-21-2018.mp3Podcast: Play in new window | Download (Duration: 12:59 — 7.4MB)Subscribe: Apple Podcasts | Android | RSS…Another record close for the Dow. Quad witch and rebalancing. Waiting on the Fed. China trade war kicks into gear on Monday; retailers write letters. NAFTA? Bid for Sky. Financial Review by Sinclair Noe for 09-21-2018 DOW + 86 = 26,743

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Financial Review

Milk and Cookies

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-09-20-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Dow and S&P hit record highs. Stocks look strong compared to the rest of the world. Household net worth grows. Gov shutdown still possible, maybe. Stocks soar even in the face of trade wars. Florence roundup; chicken and hog problems, and coal ash. One year after Maria in Puerto Rico and don’t forget USVI. Financial Review by Sinclair Noe for 09-20-2018

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Financial Review

After the Deluge

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-09-19-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Spending bill passes. Wall Street looks past trade war but the devil is in the supply chain. Current account deficit drops. Housing starts rise. Global poverty drops. Tilray flies high. Visa, MC to pay $6 bill for swiping. Hurricane costs. Puerto Rico one year after Maria. Financial Review by Sinclair Noe for 09-19-2018

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Financial Review

Trade War On

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-09-18-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…New tariffs on $200 billion in Chinese imports. China retaliates. Kavanaugh on hold. Senate passes opioid legislation. Florence death toll mounts. Financial Review by Sinclair Noe for 09-18-2018

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Financial Review

Off Track

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-09-17-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Waiting on tariffed announcement. Suadis pick Lucid over Tesla. Benioof buys Time. Cigna-Express Scripts OK’ed. Coke is dope. More NAFTA talk. Brexit May’s way or no way. Kavanaugh off track. Flo still dangerous. Financial Review by Sinclair Noe for 09-17-2018

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Financial Review

Ten Years After

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-09-14-2018.mp3Podcast: Play in new window | Download (Duration: 13:11 — 7.5MB)Subscribe: Apple Podcasts | Android | RSS…US-China tariffs back on. Manafort flips. 10y hits 3% – odds on for more rate hikes. Florence crawls to Carolinas. Mangkhut roars through Philippines. 10 years after Lehman. Financial Review  by Sinclair Noe for 09-14-2018

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Financial Review

Hurricane Truth

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-09-132-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…CPI in a sweet spot. Fed will still hike rates. Spending bill might avert shutdown. China-US trade talks: no guarantees. Emerging markets still warrant attention. Trump’s Maria lie. Hurricane Flo arrives. Hurricanes do not stimulate the economy. Financial Review by Sinclair Noe for 09-13-2018

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Financial Review

Before the Deluge

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-09-12-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Stocks trade in range. Apple’s big yawn. Beige book slightly dovish, but hawks will rule the FOMC. PPI slips. Middle class claws back to 1999. Businesses fight tariffs. Dimon is not running (wink, wink). Flo in the wings. Financial Review by Sinclair Noe for 09-12-2018

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Financial Review

Remember

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-09-11-2018.mp3Podcast: Play in new window | Download (Duration: 13:09 — 7.5MB)Subscribe: Apple Podcasts | Android | RSS…Stocks bounce; tech and energy up. Trade concerns linger. Ray Dalio in the 7th inning of the buildup to WW3. GDP forecast slump. Deficit grows. Job openings climb. Here comes Flo. Financial Review by Sinclair Noe for 09-11-2018

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Author Interviews

Lawrence Burns – Autonomy

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/LAWRENCE_BURNS-09-11-2018.mp3Podcast: Play in new window | Download (Duration: 19:48 — 11.3MB)Subscribe: Apple Podcasts | Android | RSSSinclair Noe interviews Lawrence Burns, co-author of “Autonomy: The Quest to Build the Driverless Car—And How It Will Reshape Our World”

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Financial Review

Storm Warning

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-09-10-2018.mp3Podcast: Play in new window | Download (Duration: 13:16 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Trade concerns. Ford Active elsewhere. GDP and unemployment rate fact check. Consumer borrowing ticks up. California will go 100% green. Florence warning. Financial Review by Sinclair Noe for 09-10-2018

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Financial Review

August Jobs Report

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-09-07-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…201,000 new jobs in August. 3.9% unemployment rate. Wages up to 2.9% annualized, but just keeping pace with inflation. Tariff threats. Financial Review by Sinclair Noe for 09-07-2018

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Financial Review

Steal This Memo

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-09-06-2018.mp3Podcast: Play in new window | Download (Duration: 13:09 — 7.5MB)Subscribe: Apple Podcasts | Android | RSS…Tech hit again. Betting on resistance. Tariff consultation period expires. Emerging markets continue retreat. ISM pops. Wages are flat, so invent new numbers. Bitcoin kicked. Jones banned. Financial Review by Sinclair Noe for 09-06-2018

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Financial Review

Anthony Nieves – ISM

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/ANTHONY_NIEVES-SEG_2-09-06-2018.mp3Podcast: Play in new window | Download (Duration: 7:10 — 4.1MB)Subscribe: Apple Podcasts | Android | RSSAnthony Nieves, chair of the Institute for Supply Management Non-Manufacturing Business Survey Committee. August NMI up 2.8 percentage points to 58.5%

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Financial Review

Opinions Anon

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-09-05-2018.mp3Podcast: Play in new window | Download (Duration: 13:09 — 7.5MB)Subscribe: Apple Podcasts | Android | RSS…Twitter and Facebook go to Washington. Google not so much. NYT Op-Ed cites inside resistance. Trade deficit jumps. NAFTA talk, talk. Kyl steps in for McCain. Theranos bleeds out. Financial Review by Sinclair Noe for 09-05-2018

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