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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Financial Review

What Could Go Wrong?

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-01-02-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS….S&P 500, Nasdaq, and Russell 2000 hit record highs. At this point in the expansion… Cold weather, heating fuel record usage. North Korea, Iran, Pakistan. Minimum wage increases. Air travel is safest. California goes to pot. Amazon goes bananas. Shoppers’ debt. Unexpected threats… Financial Review by Sinclair Noe for 01-02-2018

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Financial Review

Drifting Into Year-End

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-12-27-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS….Stocks flat Oil falls back. Copper hits 4-year high. Cobalt even better. Holiday shopping season was big. Amazon rules. Apple slows. Consumer confidence still high. Case Shiller shows home sales higher. NAR shows pending sales still strong. Financial Review by Sinclair Noe for 12-27-2017

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Financial Review

Big Tech Rolls

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-10-27-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Nasdaq record high. Tech rules. GDP at 3% in 3Q. The global equity markets are even better. Madrid says no to Catalan secession. CVS-Aetna v. Amazon. JC Penney fades. GE’s bad week. VW tries to come clean. Utah’s shrinking national monuments. Financial Review by Sinclair Noe for 10-27-2017

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Financial Review

The Parade Passing By

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-10-26-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..House barely passes budget, now the fighting starts. Opioid emergency, not a national emergency. ECB cuts QE but rates will be lower for longer. A parade of big tech earnings: Amazon, Alphabet, Microsoft, Intel. Plus: UPS, Ford, etc., etc. Financial Review by Sinclair Noe for 10-26-2017

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