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 …

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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

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Financial Review

What Inflation?

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-02-14-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS….Stocks post 4th day of gains. CPI shows inflation up 0.5%, yawn. Retail sales slip. Chipotle hot again. Cisco has revenue again. Fannie Mae in the red again. Uber, Buffett, Apple. SpaceX wants to launch broadband satellites. Financial Review by Sinclair Noe for 02-14-2018

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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

26K

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-01-17-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS….Stock indices hit records. Dow 26k. Beige Book hints at inflation. Goldman trading slips. BofA better than expected. A mysterious “single client”. Apple brings cash home. Bitcoin breaks $10,000. Financial Review by Sinclair Noe for 01-17-2018

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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

Carving a Turkey

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-11-08-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Dow, S&P and Nasdaq at record highs. One year after the election. Apple hits $900 billion. Dems win big in local elections. Corporate tax cuts face phase-in after CBO finds deficit too high. Saudi purge continues. Earnings news continues. Financial Review by Sinclair Noe for 11-08-2017

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Financial Review

Falling Leaves

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-09-25-2017.mp3Podcast: Play in new window | Download (Duration: 13:16 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS….Blame it on North Korea, or not. FAANG slippage. Fed and autumn leaves. Germany slips to the right. Abe snaps. Kurds seek independence. Oil pops. Deloitte hacked. Target raises minimum wage. Brown Univ. goes debt free. Financial Review by Sinclair Noe for 09-25-2017

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Financial Review

Monday, Maybe

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-09-22-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Sen. McCain says no to repeal and replace. Next up, tax reform, unless the world ends tomorrow. Nafta negotiations continue. Sprint-TMobile. Apple falls. FAANG competition. Uber out of London. Voting systems hacked. Financial Review by Sinclair Noe for 09-22-2017

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Financial Review

Dancing with the Devil

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-08-14-2017.mp3Podcast: Play in new window | Download (Duration: 13:16 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Stocks higher. Earnings challenged. Charlottesville reax. Merck CEO makes a stand. GoDaddy finally takes a stand. Apple watches for Aetna. Vanguard’s climate change economics. Financial Review by Sinclair Noe for 08-14-2017

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