Financial Review

October Out

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-10-31-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…October was a bad month for stocks, and oil. Earnings season rolls on. ADP 227k private jobs. Financial Review by Sinclair Noe for 10-31-2018

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Financial Review

Rolling Bear

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-10-30-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Stocks bounce but still headed for a bad month. Facebook turns a profit but user numbers are weak. GE’s penny dividend. Apple sells non-phone stuff. FoxConn deal falters. Consumer confidence strong. Housing stalls. Zinke’s hinky. Attacking the 14th. Financial Review by Sinclair Noe for 10-30-2018

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Financial Review

Beneath the Surface

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-10-29-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Stocks fall again. October turns nasty. Boeing takes trade war hit. UK to tax big tech. Italy dodges downgrade. Merkel lame duck. Jair Bolsonaro elected president of Brazil. Earnings season offers few rewards. Financial Review by Sinclair Noe for 10-29-2018

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Financial Review

Have a Great Weekend

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-10-26-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Stocks continue to fall; multiple issues affecting markets. 3Q GDP decelerates to 3.5%. Tax cut sugar high passes. Financial Review by Sinclair Noe for 10-26-2018

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Financial Review

No Soul

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-10-25-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Stocks bounce back (somewhat). Thus spake Clarida. Amazon looks at a weak holiday season. Alphabet stumbles. Intel beats. Twitter loses users that did not exist. AK Steel hurt by tariffs. Saudis get away with murder. Simultaneous former presidential assassination attempts. Financial Review by Sinclair Noe for 10-25-2018

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Financial Review

2018 Gains Gone

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-10-24-2018.mp3Podcast: Play in new window | Download (Duration: 13:09 — 7.5MB)Subscribe: Apple Podcasts | Android | RSS…Stock crash again. Stocks suffer when faced with trade wars, rising interest rates. Beige Book points to another rate hike. New home sales plummet. Earnings news: TSLA, MSFT, V, AMD, F, T. Financial Review by Sinclair Noe for 10-24-2018

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Author Interviews

Brian Livingston – Muscular Portfolios

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/BRIAN_LIVINGSTON-10-14-2018.mp3Podcast: Play in new window | Download (Duration: 19:48 — 11.3MB)Subscribe: Apple Podcasts | Android | RSSInterview with Brian Livingston, author of “Muscular Portfolios: The Investing Revolution for Superior Returns with Lower Risk”

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Financial Review

Stocks Fall Again

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-10-23-2018.mp3Podcast: Play in new window | Download (Duration: 13:10 — 7.5MB)Subscribe: Apple Podcasts | Android | RSS…Earnings season onslaught just can’t beat year ago numbers. Chip stocks hit hard. Averages take big hit but rebound slightly. Saudis killed a journalist in Istanbul; now we see the cover-up.

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Financial Review

Mixed

…Markets mixed. Earnings season looks strong. Saudi’s tangled web. Musk is Boring. Just throwing out tax cuts. Food recall. GE and Siemen’s split Iraq. Food recall, Ford Ranger, tax cuts, Khashoggi, GE, Siemens, Iraq, Saudi, Mega Millions, 

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Financial Review

Buy a Ticket

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-10-19-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…31 years after Black Monday. Existing home sales flat. Italian debt probs. China’s growth slows. Earnings season. Tesla’s pricey cheap car. Attacking the midterms. Amazon HQ2. Buy a ticket. Financial Review by Sinclair Noe for 10-19-2018

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Financial Review

Risk Off

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-10-18-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Nearing a tipping point on market valuations, trade deals, interest rates. Economy remains strong: LEI up, jobless claims down. Earnings: Paypal, Amex, Skechers. Oil prices fall from sudden run-up. Sports Equinox. Financial Review by Sinclair Noe for 10-18-2018

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Financial Review

Legalized

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-10-17-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Fed minutes point to more tightening. Tax cuts lead to big deficits and moves to cut Social Security and Medicare. Small stocks suffer. BofE leery of leveraged loans. Why Saudis won’t weaponize oil prices. Legalization Day in Canada. Financial Review by Sinclair Noe for 10-17-2018

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Financial Review

Big Bounce

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-10-16-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS….Best day for Wall Street since March. Earnings on parade: Goldman, Morgan Stanley, Domino’s, Netlfix, IBM, UnitedHealth, United Air, Target-ing Toys. More than one job for everybody. Paul Allen passes. Financial Review by Sinclair Noe for 10-16-2018

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Financial Review

Down Again

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-10-15-2019.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Deficit grows. Retail sales stagnant. Saudis threaten to weaponize oil. Sears BK. Earnings ramp up. Financial Review by Sinclair Noe for 10-15-2018

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Financial Review

And Bounce

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-10-12-2018.mp3Podcast: Play in new window | Download (Duration: 13:05 — 7.5MB)Subscribe: Apple Podcasts | Android | RSS…It was an ugly week but markets bounced to the close. Bank earnings: JPM, Citi, Wells Fargo. China records a record trade surplus with US. Facebook breach update. Hurricane Michael’s wake. Financial Review by Sinclair Noe for 10-12-2018

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Financial Review

Crash Continued

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-10-11-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Stocks fall off the cliff in afternoon trade. Blame it on the loco Fed. Banks kick off earnings tomorrow. CPI inflation inches higher – COLA higher. Financial Review by Sinclair Noe for 10-11-2018

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Financial Review

Crash

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-10-10-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Stocks crash, go figure. PPI rises. Inventories up. CVS-Aetna done deal. Wells Fargo losing customers. Sears in the dustbin of history. Hurricane Michael. Financial Review by Sinclair Noe for 10-10-2018

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Financial Review

Tumbleweed Trade

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-10-09-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Stocks drift, rates push higher. Mortgage tops 5%. IMF cuts growth forecasts because of trade wars. Ford to cut workers. Bribing farmers with E15. Google got gadgets. Ackman buys coffee. Michael goes to Florida. Financial Review by Sinclair Noe for 10-09-2018

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Financial Review

Blame Columbus

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-10-08-2018.mp3Podcast: Play in new window | Download (Duration: 13:16 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Stocks flounder. Google’s breach. SCOTUS returns tomorrow. Brazil elections. Nordhaus and Romer win Nobel Economics. UN climate change report. Financial Review by Sinclair Noe for 10-08-2018

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Financial Review

September Jobs Report

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-10-05-2018.mp3Podcast: Play in new window | Download (Duration: 13:16 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS….134,000 new jobs in September; 3.7% unemployment rate. Wages flat. Variations by geography, race, gender, age, and education. Financial Review by Sinclair Noe for 10-05-2018

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