Financial Review

Focus on Earnings

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-07-21-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Stocks pull back from records. Tech finally recovers from Dot Com. Fangs lead the market. Earnings the only thing to add volatility. GE weak earnings. Honeywell beats. Amazon has a pricing problem. Wells rehires whistleblower that didn’t exist. BofA bolts London for Dublin. Dark net crackdown. So long Spicey. Financial Review by Sinclair Noe for 07-21-2017

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Financial Review

Sparring

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-07-20-2017.mp3Podcast: Play in new window | Download (Duration: 11:25 — 6.5MB)Subscribe: Apple Podcasts | Android | RSS…..Nasdaq and Russell hit new records. Emerging markets continue a streak. ECB holds steady and slightly dovish. Leading economic index jumps. CBO scores BCRA – ugly. AZ loses jobs in June. Earnings season: Microsoft hits a record high. Visa strong. EBay stumbles. Amazon will carry Kenmore. Financial Review by Sinclair Noe for 07-20-2017

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Financial Review

Milk and Cookies

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-06-16-2017.mp3Podcast: Play in new window | Download (Duration: 13:16 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS….Dow and S&P close at record highs. Kroger’s dead cat bounce. Blue Apron’s Road(kill)show. SCOTUS on social media, gerrymandering, and nasty trademarks. Silicon Valley visits Washington. Macron at Paris Air Show. CenturyLink goes class action. Fantasy merger falters. Financial Review by Sinclair Noe for 06-19-2017

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Financial Review

Amazon Clicks Whole Foods

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-06-16-2017.mp3Podcast: Play in new window | Download (Duration: 13:16 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Dow hits another record. Amazon now controls everything, including the food supply. No Cuban cigars. Consumer sentiment dips. Housing starts down. CenturyLink develops a bad case of WellsFargo-itis. Financial Review by Sinclair Noe for 06-16-2017

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Financial Review

Not Known for Patience

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-06-09-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Dow record close. Nasdaq falls hard. Mega-tech mauled. Fed next week. Trump wants to testify, under oath. Qatar confusion. Markets won’t always be patient. Brits hung Parliament. Brazil judges split but lean for Temer. Financial Review by Sinclair Noe for 06-09-2017

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Financial Review

Slipping from Highs

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-05-30-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Personal income, consumer spending and inflation inch higher in April. FICO scores back at 2005 levels. Home prices up 5.8% in March. Consumer confidence down. Fed likely to hike rates in two weeks. Amazon tops $1,000 per share; Alphabet close behind. British Airways back on schedule. Payless closing more stores. Goldman Sachs props up Venezuelan bad guy. SCOTUS, once you buy it, it’s yours to do what you want.   Financial Review by Sinclair Noe for 05-30-2017

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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: Apple Podcasts | 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: Apple Podcasts | 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: Apple Podcasts | 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: Apple Podcasts | 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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