Financial Review

Countdown

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-11-05-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Waiting for the election. Iran sanctions in effect. Talk about talking with China. Net neutrality. Lowe’s closing stores. Amazon might have 2 new HQs. FedEx to hike rates. Financial Review by Sinclair Noe for 11-05-2018

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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

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

Laser Focus

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-10-02-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS….Dow record close. Milking USMCA. NY Times says Trump committed tax fraud when inheriting his father’s wealth. Pepsi grows snacks, won’t go for weed. Amazon goes for $15 per hour. A Nobel for Donna Strickland for lasers – look it up. Financial Review by Sinclair Noe for 10-02-2018

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Financial Review

Slipping into September

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-09-04-2018.mp3Podcast: Play in new window | Download (Duration: 13:09 — 7.5MB)Subscribe: Apple Podcasts | Android | RSS…Trade concerns weigh. Manufacturing sings. Avoiding a shutdown. Tax Reform 2.0 on hold. Emerging markets wobble. Amazon $1T. Nike does it. Kyl replaces McCain. Financial Review by Sinclair Noe for 09-04-2018

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Financial Review

The Harder They Fall

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-07-26-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Facebook’s epic crash. Amazon does Amazon. Facial Rekognition sort of works. Earnings roundup: Intel, Starbucks, Chipotle, airlines. GDP tomorrow. Financial Review by Sinclair Noe for 07-26-2018

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Financial Review

Backtrack Flip Flop

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-07-17-2018.mp3Podcast: Play in new window | Download (Duration: 13:06 — 12.0MB)Subscribe: Apple Podcasts | Android | RSS…Nasdaq record high. Amazon and Netflix rebound, sorta. Trump returns from Eurozone, backtracks, and flip flops. J. Powell testifies. Wages slip. Industrial production up. Continental and CSX have earnings beat. MGM hits new level of sleaze. Financial Review by Sinclair Noe for 07-17-2018

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Financial Review

Friday the 13th

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-07-13-2018.mp3Podcast: Play in new window | Download (Duration: 13:14 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Nasdaq record; S&P tops 2800. JPMorgan, Citi, and Wells Fargo post earning: good, bad, ugly. Amazon eyes networking; next week – Prime. Mueller indicts 12 Russian officers, days before Trump-Putin summit. Financial Review by Sinclair Noe for 07-13-2018

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Financial Review

A Little Disruption

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-06-28-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS..1Q GDP trimmed. It averages out. Stress Test and a parade of dividends. Amazon disrupts: pharmacies, and deliveries. Foxconn breaks ground. Financial Review by Sinclair Noe for 06-28-2018

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Financial Review

Tech Resilience

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-04-26-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Earnings dominate trading. Amazon with a blowout. Microsoft beats. Intel wins with cloud chips. Starbucks struggles. Tariffs still a concern. Wells Fargo, again, GDP report tomorrow. AZ teachers strike. Financial Review by Sinclair Noe for 04-26-2018

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Financial Review

Superstitious

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-04-13-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Banks kick off earnings season with beats, but fail to reflect a strong economy. TPP on the table again. Scooter Libby pardon. No pot crackdown. Amazon v. White House continued. Arizona to hike teacher pay. Financial Review by Sinclair Noe for 04-13-2018

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Financial Review

Bouncy

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-04-05-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…More on tariffs. Individual stocks resist tweet attacks. Amazon’s R&D. Dimon’s letter. Lula’s sentence. Financial Review by Sinclair Noe for 04-05-2018

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Financial Review

Bouncing in Limbo

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-04-03-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Stocks bounce. Waiting on earnings and data. John Williams scores NY Fed post. OK teachers walkout. Home prices accelerate. Auto sales up in March. EPA makes a stand for dirty air. Spotify debuts. Trump v. Amazon – round 4. Atlanta hacked. Financial Review by Sinclair Noe for 04-03-2018

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Financial Review

Backfire to Correction

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-04-02-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Major stock indices suffer technical breakdown. Trade wars backfire. Easter tweets against DACA, NAFTA, and Amazon. Apple will dump Intel. ISM slips. Construction spending flat. Yield curve flatter. Crude slide. EPA CAFÉ battle. Financial Review by Sinclair Noe for 04-02-2018

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Financial Review

1Q Wrap

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-03-29-2018.mp3Podcast: Play in new window | Download (Duration: 12:59 — 7.4MB)Subscribe: Apple Podcasts | Android | RSS…March and first quarter wrap up. Consumer sentiment still high, spending moderates. Emoluments. Trump v. Amazon. Windows to clouds. Financial Review by Sinclair Noe for 03-29-2018

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Financial Review

Flattening

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-03-28-2018.mp3Podcast: Play in new window | Download (Duration: 13:00 — 7.4MB)Subscribe: Apple Podcasts | Android | RSS…Stocks struggle to bounce off long-term support. Amazon under attack. Tesla’s debt problem. The bond market’s yield curve problem. Financial Review by Sinclair Noe for 03-28-2018

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Financial Review

In Other Words

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-02-20-2018.mp3Podcast: Play in new window | Download (Duration: 12:45 — 7.3MB)Subscribe: Apple Podcasts | Android | RSS…Stocks drop. Weak bond sale. Staring down 3%. Watching the Fed. Walmart online disappoints. Amazon lurks. Albertsons buys (a moat) Rite Aid. Qualcomm sweetens NXP bid. Financial Review by Sinclair Noe for 02-20-2018

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Financial Review

Maalox Friday

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-02-09-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Stocks bounce at the end of a very bad week. Another (short) government shutdown. Winners and losers Financial Review by Sinclair Noe for 02-09-2018

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Financial Review

Running Dry

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-02-01-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS….Big earnings announcements from Apple, Alphabet, Amazon, Alibaba, and others. ISM manufacturing stays strong. Automakers January sales results. Productivity slips. Cape Town runs out of water. Financial Review by Sinclair Noe for 02-01-2018

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Financial Review

The State of the Uniom is Ugly

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-01-30-2018.mp3Podcast: Play in new window | Download (Duration: 13:14 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS….Stocks drop hard and fast. Amazon, Berkshire, and JPMorgan are doing something with healthcare; nobody knows what, but it is big. Healthcare shares tumble. Earnings disappoint. Apple under investigation. Consumer confidence up. Home prices inch higher. Nyet to Russian sanctions. Crypto continues to unravel. Financial Review by Sinclair Noe for 01-30-2018

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