Financial Review

A Ploy

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-06-04-2018.mp3Podcast: Play in new window | Download (Duration: 13:16 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Nasdaq record high. Trade wars on the horizon. G-6-plus-1 later in the week. M&A around the world. Microsoft gets Github. Buybacks, M&A, & dividends push markets. Apple WWDC. Facebook, again. Financial Review by Sinclair Noe for 06-04-2018

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Financial Review

Tim Fiore – ISM

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/TIM_FIORE-06-01-2018.mp3Podcast: Play in new window | Download (Duration: 8:49 — 5.0MB)Subscribe: Apple Podcasts | Android | RSSTim Fiore, Chair of the Institute for Supply Management (ISM) Manufacturing Business Survey Committee.

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Financial Review

May Jobs Report

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-06-01-2018.mp3Podcast: Play in new window | Download (Duration: 13:14 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…223,000 new jobs. 3.8% unemployment rate. Wages slightly higher. Good report. Premature disclosure. Financial Review by Sinclair Noe for 06-01-2018

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Financial Review

Unleash the Hounds

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-05-31-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Tariffs on EU, Canada, Mexico; a pall on animal spirits due to uncertainty over possible trade war. Waymo goes for liftoff. Sears going down the drain. Financial Review by Sinclair Noe for 05-31-2018

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Financial Review

Stay Calm and Reboot

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-05-30-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Stocks rebound. Italy, meh. China prepares retaliation. EU gets no tariff breaks, retaliation expected. Beige Book shows moderate growth, not much inflation. Fed eases up on Volcker Rule. Tax cuts are not providing much boost. Stay calm and reboot. Side effects of Ambien. Financial Review by Sinclair Noe for 05-29-2018

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Financial Review

Quitaly, Chinariff (and other words)

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-05-29-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Italy’s government dissolves. New elections in July. New tariffs on China. Stocks fall, Treasuries rally, bank stocks tumble. Puerto Rico’s humanitarian crisis. No coffee today. Financial Review by Sinclair Noe for 05-29-2018

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Financial Review

Into the Weekend

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-05-25-2018.mp3Podcast: Play in new window | Download (Duration: 13:05 — 7.5MB)Subscribe: Apple Podcasts | Android | RSS…Stocks slip again, but up for the week. Oil down. Trade war bluster. EU GDPR – Alexa, is that a good idea? No cruising in the Chrysler. Financial Review by Sinclair Noe for 05-25-2018

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Financial Review

Discount of the Day

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-05-24-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…US-North Korea summit nixed; coins still on sale. Rolling back Dodd Frank. Existing home sales drop – tight inventory, higher rates. Europeans get digital privacy, and it spills over on you. Netflix quietly grows. Financial Review by Sinclair Noe for 05-24-2018

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Financial Review

Symmetric

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-05-23-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Fed minutes dovish. Stocks erase early losses. Trade disputes still muddled. Uber nixes autonomous cars in AZ. GE’s long arc of losses. Retail mixed. Financial Review by Sinclair Noe for 05-23-2018

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Financial Review

Not Exactly

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-05-22-2018.mp3Podcast: Play in new window | Download (Duration: 13:16 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS….On again off again trade wars/disputes, whatever. Oil prices and everything else starting to pinch. Dodd Frank rollback because…, it works? Zuckerberg goes to the EU. SpaceX again. Financial Review by Sinclair Noe for 05-22-2018

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