Broken PROMESA
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http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-05-03-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: iTunes | Android | RSS…..Fed holds steady. ADP counts 177k private jobs. ISM non-manufacturing index up. Puerto Rico announces biggest ever bankruptcy (sort of) in muni bond history. Health care hangs on a speck of dust. Home prices have not recovered. Facebook is everywhere, even where it shouldn’t be. Tesla – the great American car company. Twilio trips. Copper drops. Writers reach a deal. 4XETF because. Google Docs – don’t Financial Review by Sinclair Noe for 05-03-2017
Anthony Nieves – ISM
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http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/ANTHONY_NIEVES-SEG_2-05-03-2017.mp3Podcast: Play in new window | Download (Duration: 7:10 — 4.1MB)Subscribe: iTunes | Android | RSSThe Institute for Supply Management April NMI registers 57.5 percent, up from 55.2 percent in March. Sinclair Noe interviews Anthony Nieves, Chair of the Institute for Supply Management (ISM) Non-Manufacturing Business Survey Committee.
When Issued
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http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-05-02-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: iTunes | Android | RSS…..Nasdaq record. Markets squirrely ahead of FOMC policy meeting. Apple earnings mildly disappointing. Plus, other earnings news. Home Prices up in March. US vehicle sales down. Airline execs go to Washington for public flogging. Banks subpoenaed for Treasury market manipulation. Financial Review by Sinclair Noe for 05-02-2017
See What Sticks
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http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-05-01-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: iTunes | Android | RSS…..Nasdaq record. EPS v GDP. Sell in May, maybe. Spending package means government will stay open. Winter storm hits short wheat traders hard. ISM mgf slips. Construction spending dips. Personal income down, debt up. Financial Review by Sinclair Noe for 05-01-2017
Brad Holcomb – ISM
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http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/BRAD_HOLCOMB-SEG_2-05-01-2017.mp3Podcast: Play in new window | Download (Duration: 7:10 — 4.1MB)Subscribe: iTunes | Android | RSSBradley Holcomb, chair of the Institute for Supply Management (ISM)Manufacturing Business Survey. The April 2017 PMI registered 54.8 percent, a decrease of 2.4 percentage points from the March reading.
Nick Sargen
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http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/NICK_SARGEN-04-28-2017.mp3Podcast: Play in new window | Download (Duration: 19:49 — 11.3MB)Subscribe: iTunes | Android | RSSSinclair Noe interviews Nick Sargen, author of “Global Shocks: An Investment Guide for Turbulent Markets”
Rex Conner
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http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/REX_CONNER-SEG_2-04-28-2017.mp3Podcast: Play in new window | Download (Duration: 7:10 — 4.1MB)Subscribe: iTunes | Android | RSSSinclair Noe interview Rex Conner, author of “What if Common Sense Was Common Practice in Business?: Don’t Expect Fish to Climb Trees”
Make Way for May
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http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-04-28-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: iTunes | Android | RSS…..Markets higher for the week and month. Alphabet, Amazon, and Microsoft massive movers. GDP slogs thru 1Q, up 0.7%. Consumers confident. Wages inch higher but inflation lurks. US government open for another week. Brazil general strike. Euro-youth sick of status quo. IPOs diverge. Anthem-Cigna deal is dead. Chevron, Exxon, GM earnings beat. Financial Review by Sinclair Noe for 04-28-2017
A Deluge and an Eclipse
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http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-04-27-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: iTunes | Android | RSS…..Earnings flood: Alphabet, Amazon, Microsoft, Intel, Starbucks, UPS, Ford, American Air, Southwest, etc. ECB holds steady. Trump will stay in Nafta. West Virginia moves to renewables. An eclipsing stamp. Financial Review by Sinclair Noe for 04-27-2017
Devil in the Detail
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http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-04-26-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: iTunes | Android | RSS…..Tax cut plan unveiled, or at least a rough draft. House takes another stab at repeal and replace of Obamacare. Possible order to withdraw from Nafta. FCC plans to kill the open internet. 100 senators briefed on North Korea. Financial Review by Sinclair Noe for 04-26-2017