Financial Review

Make or Break

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-08-07-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Stocks rally to near record highs. Trade wars on back burner for Wall Street. China threatens Apple. Watch tomorrow’s bond auction. JOLTS – jobs all over Consumer borrowing slows. Disney beats. Tesla going private? Wildfires running wild. Financial Review by Sinclair Noe for 08-07-2018

READ MORE →
Financial Review

Big Number

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-08-02-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Apple hits $1 trillion. Trade war backs China into a corner. EPA proposes rolling back fuel efficiency standards. Tesla squeezes shorts. Financial Review by Sinclair Noe for 08-02-2018

READ MORE →
Financial Review

Crazy Dog

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-08-01-2018.mp3Podcast: Play in new window | Download (Duration: 13:09 — 7.5MB)Subscribe: Apple Podcasts | Android | RSS…FOMC leaves rates unchanged. Crazy dog threatens 25% tariffs of $200 B of Chinese goods. Populism for billionaires. Apple to a trillion. Tesla produces. Wells Fargo caught again. Financial Review by Sinclair Noe for 08-01-2018

READ MORE →
Financial Review

Out of the Void

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-07-31-2018.mp3Podcast: Play in new window | Download (Duration: 13:05 — 7.5MB)Subscribe: Apple Podcasts | Android | RSS…July was a good month on Wall Street. Apple beats. Facebook does something about bad actors. Home prices up, but construction loses workers. Consumer confidence up. PCE up. Spending up. Financial Review by Sinclair Noe for 07-31-2018

READ MORE →
Financial Review

Choke

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-06-27-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Stocks rally then choke. Justice Kennedy will retire. SCOTUS rules against fair share for unions. Apple and Samsung settle. Disney cleared for Fox. Conagra-Pinnacle seek to control your freezer. Financial Review by Sinclair Noe for 06-27-2018

READ MORE →
Financial Review

In the Fullness of Time

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-06-08-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Stocks wrap a good week. Waiting on a G7 kerfuffle, and the Fed. Preexisting conditions, thrown under the bus. Apple shortfall. Supercomputers. Give me a B. Financial Review by Sinclair Noe for 06-08-2018

READ MORE →
Financial Review

A Ploy

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-06-04-2018.mp3Podcast: Play in new window | Download (Duration: 13:16 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Nasdaq record high. Trade wars on the horizon. G-6-plus-1 later in the week. M&A around the world. Microsoft gets Github. Buybacks, M&A, & dividends push markets. Apple WWDC. Facebook, again. Financial Review by Sinclair Noe for 06-04-2018

READ MORE →
Financial Review

May Day

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-05-01-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Stocks still in correction territory. Apple beats. Facebook matches and will clear history. Tariff exemptions extended, maybe sorta. ISM manufacturing dips. Home price jump. Gibson BK. #redforEd Day 4. Financial Review by Sinclair Noe for 05-01-2018

READ MORE →
Financial Review

Sisyphean

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-04-09-2018.mp3Podcast: Play in new window | Download (Duration: 13:16 — 7.6MB)Subscribe: Apple Podcasts | Android | RSSDespite concerns about Syria, trade wars and earnings season, stocks started higher and then fell back. FBI raids Michael Cohen’s office. CBO forecasts massive debt explosion. IMF and labor force participation. Mr. Zuckerberg goes to Washington. Green Apple. Financial Review by Sinclair Noe for 04-09-2018 DOW + 46 = 23,979 SPX + 8 = 2613 NAS + 35 = 6950 RUT + 1 = 1514 10 Y + .01 = 2.79% OIL + 1.23 = 63.29 GOLD + 2.30 = 1336.70   Last week finished with a disappointing jobs report, and this week started with ongoing concerns about a possible trade war and geopolitical concerns and earnings season – but stocks started the morning strong and moved higher – like Sisyphus rolling the boulder up the hill …, until the final hour of trade, when stock prices came rolling back down the hill. At one point, the Dow was up about 440 points Trump says there will be a “big price to pay” for Syrian President Bashar al-Assad’s suspected use of chemical weapons in the rebel-controlled town of Douma outside Damascus, which killed dozens, including children. We don’t really know what that price is. No word on possible retaliation. No word on possible military action but maybe something in the next 24 to 48 hours. Exactly what, we do not know. The United Nations Security Council held an emergency meeting.   Meanwhile, a possible …

READ MORE →
Financial Review

Minutes. Poof.

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-02-21-2018.mp3Podcast: Play in new window | Download (Duration: 12:45 — 7.3MB)Subscribe: Apple Podcasts | Android | RSS….Stocks drop after FOMC minutes. 10-year note closes in on 3%. Home sales drop – no inventory. Small biz optimistic. No change in take home pay. ECB tomorrow. Apple hunting cobalt. Financial Review by Sinclair Noe for 02-21-2018

READ MORE →