Financial Review

War on Drugs Again

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-05-12-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: iTunes | Android | RSS…..China trade deal. GE like Nafta. CPI up. Inventories down. Consumer sentiment: bad now but it’ll get better. Consumers consuming, but not at JC Penney. Amazon is the 800 pound gorilla. Wells Fargo, worse than we thought. Worldwide cyber-attack. Do not click. Jeff Session declares war on drugs, again.   Financial Review by Sinclair Noe for 05-12-2017

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Financial Review

A Deluge and an Eclipse

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

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Financial Review

Trumpcare

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-03-07-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: iTunes | Android | RSS…..GOP unveils repeal and replacement for Obamacare. H-1B suspended. Trade deficit at 5 year high. Eurozone growth. Brazil recession grinds. Exxon invests big in Gulf coast. Salesforce and IBM go all AI. Alexa to testify. RadioShack closing again. Raiders to LV. Financial Review by Sinclair Noe for 03-07-2017.

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Financial Review

91 Days

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-02-22-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: iTunes | Android | RSS…..Another Dow record. Fed minutes show rate hike “fairly soon”. Existing home sales jump. Shortage of construction workers. Fannie and Freddie must pay government, not shareholders. Facebook plays ball. First Solar beats. Verizon tests 5G. UPS tests drones. Amazon Bigthanks. Financial Review by Sinclair Noe for 02-22-2017

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Financial Review

Again and Again

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-02-21-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: iTunes | Android | RSS…..Walmart beats; Amazon counterpunches. Macy’s slips and sells RE. Home Depot beats and buys back. Verizon will buy Yahoo with a cut. Burger King buys Popeyes. Kraft won’t buy Unilever. Sprint-TMobile. International money transfers – there’s an app. Eurozone biz activity best in 6 years. HSBC tanks. BHP profit. China stops buying coal from North Korea. Waiting on the Fed. Oil prices move higher, as OPEC cuts production but US demand drops. Trump starts deportations. Financial Review by Sinclair Noe for 02-21-2017

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Financial Review

Déjà vu

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-02-02-2017_1_.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: iTunes | Android | RSS…..Fed and BOE on hold. Productivity slows. Unemployment claims dip. WH loosens sanctions against Russian FSB (or not). FB no likes. AMZN misses. Deutsche Bank’s negative news flow. A sale at Macy’s. Shell beats Exxon. Sony cuts forecast. Hanjin sinking. Mead Johnson baby. Waymo better. Drones at airports. Watson does taxes. The Greenest Show on Grass. Financial Review by Sinclair Noe for 02-02-2017

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Financial Review

Returns Day

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-01-05-2017.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: iTunes | Android | RSS…..ISM services at 12 month high. ADP private jobs 153k. Dissent between Fed staff economists and policymakers. Midnight rules. Trump Tweets Toyota. There’s an app for that. Gasolinoza flares in Mexico. CES Day 2. Craftsman sold. National Returns Day. Credit bureaus fined. Big corporate defaults on the rise. AI coming for jobs. Financial Review by Sinclair Noe for 01-05-2017

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Financial Review

19,000

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-11-22-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: iTunes | Android | RSS…..Dow, S&P, Nasdaq and Russell 2000 hit record highs again; passing milestones along the way. Trump policy goals; the trend is in place but the details are fuzzy. Existing home sales surge. Japan quakes again. Amazon goes live. VW goes electric. Turkey dips. Financial Review by Sinclair Noe for 11-22-2016

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Financial Review

Pause

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-11-16-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: iTunes | Android | RSS…..Dow waits for assault on 19,000. PPI unchanged. Industrial production unchanged. Mortgage rates up. Fed ready to hike rates. Bill Gross isn’t buying the Trump Bump. Snapchat files to go public. Amazon goes after knockoffs. Twitter goes after trolls. EU will fine more banksters. SEC finally addresses Flash Crash. Ford still going to Mexico. Playstation Fiesta Bowl. Financial Review by Sinclair Noe for 11-16-2016

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Financial Review

Meh

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-10-27-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: iTunes | Android | RSS…..A bad month for bonds. Qualcomm buys NXP. Alphabet/Google beats. Amazon misses. Deutsche Bank posts profit and angst. Wallonia relents. UK GDP grows. Durable goods orders fall. ZTO IPO thud. Exxon must turn over documents on climate change. The forecast for winter – warm and dry. Financial Review by Sinclair Noe for 10-27-2016

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