Financial Review

Heading into the Holiday

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-06-29-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: iTunes | Android | RSS….Stocks tumble. Rotation form tech to financials. 1Q GDP revised up to 1.4%. BIS spots global risks. Travel ban defines family. CBO says 35% cut to Medicaid over 20 years. Walgreens only buys half Rite Aid. Nike tops. Murdoch’s Sky buy on hold. Blue Apron about half baked. Vegas about half baked. Financial Review by Sinclair Noe for 06-29-2017

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Financial Review

Bounce Back

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-06-28-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: iTunes | Android | RSS…..Stocks bounce back. Banks pass test and start handing out money. Pending home sales dip on tight inventory and affordability. Everybody hates BCRA. Petya spreads. New airline security, sorta. Blue Apron cuts price. Philps buys Spectranetics. Pink slime settlement. Illinois junk. No Brazilian passports. Facebook 2 billion. Sycamore buys Staples. Financial Review by Sinclair Noe for 06-28-2017

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Financial Review

Delayed Not Dead

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-06-27-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: iTunes | Android | RSS…..Trumpcare Senate vote delayed for lack of support. Fedspeak: Yellen says valuations rich, Fischer says P/E is high, Williams says stock market is running on fumes. IMF throws shade on Trump. Case Shiller – home prices pull back. Google gets EU’s biggest fine. Ransomware attack goes global. Brazil’s president criminally charged. Financial Review by Sinclair Noe for 06-27-2017

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Author Interviews

Michael Collier

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/MICHAEL_COLLIER-SEG_2-06-27-2017.mp3Podcast: Play in new window | Download (Duration: 7:10 — 4.1MB)Subscribe: iTunes | Android | RSSSinclair Noe interviews Michael Collier, author of “Out of Comptrol”.

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Author Interviews

David Duryea

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/DAVID_DURYEA-06-27-2017.mp3Podcast: Play in new window | Download (Duration: 19:49 — 11.3MB)Subscribe: iTunes | Android | RSSSinclair Noe interviews David Duryea, author of “Do the Right Thing: in Business Improvement, Including Process and Technology”.

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Financial Review

Scored

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-06-26-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: iTunes | Android | RSS….Quiet on Wall Street. CBO scores Senate healthcare bill; 22 million will lose insurance. SCOTUS: upholds most of Trump travel ban for now and will rule in October; will consider whistleblower states; will consider gay wedding cakes; ruled on gay couples being named on birth certificates; ruled on taxpayer grants for church playgrounds; declined a challenge to limits on carrying guns in public. Durable goods orders dip. ISIS hacks state computers. Financial Review by Sinclair Noe for 06-26-2017

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Financial Review

Up and Down the Chain

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-06-23-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: iTunes | Android | RSS…..Russell rebalance day. Trumpcare loses another senator. New home sales rebound. Amazon continues to crush. Brexit birthday. Fedspeak. SpaceX doubleheader. Remembering Blackberry. Gmail gets less creepy. Financial Review by Sinclair Noe for 06-23-2017

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Financial Review

Take 65

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-06-22-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: iTunes | Android | RSS…..Senate unveils a health care bill. CBO score next week. Vote soon after. 4 GOP senators already oppose it. Those tapes were a bluff. Banks pass stress tests. LEI up. Mortgage rates down. Qatar wants to buy American. Sears Canada BK. Warren’s latest deal. Oracle shines through the cloud. Facebook on a mission. Financial Review by Sinclair Noe for 06-22-2017

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Financial Review

Still Too Hot

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-06-21-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: iTunes | Android | RSS…..Oil stockpiles drop and oil prices drop – bears in charge. Drug prices zoom on dereg draft. Repeal and replace unveiling tomorrow – what’s not to hate? Opioids ubiquitous. Existing home sales, tight inventory, higher prices. Bank lending tightens. We’re number 18. Kalanick’s ride ends. Nike goes Amazon. Sears Canada goes bust. UPS’ Christmas gift to us all. London Whale blames Jamie Dimon. Financial Review by Sinclair Noe for 06-21-2017

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Financial Review

Too Hot

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-06-20-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: iTunes | Android | RSS…..Why flights were canceled in PHX. Oil in bear market. Fed heads dovish, more or less. Account deficit grows. Ford to China. China to EEM. Tesla not at fault. Russia-Iran sanctions glitch. Barclays behaving badly. Financial Review by Sinclair Noe for 06-20-2017

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