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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