Financial Review

10 Years On

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-08-09-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Fire and fury and a yawn. Manafort home raid. Productivity grows. Fidelity tests bitcoin. 10-year anniversary of the BNP meltdown. Financial Review by Sinclair Noe for 08-09-2017

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Financial Review

Stormy Weather

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-03-13-2017.mp3Podcast: Play in new window | Download (Duration: 13:16 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Waiting on the Fed. CBO has numbers on the new American Health Care Act – and they are terrible. Intel buying Mobileye to drive into the future. Lloyds outsourcing jobs to IBM. South Korea’s Park out. No Bitcoin fund. Escondida strike. Icahn loads up on Herbalife. Changes in credit scores. Nor’easter on the way. Financial Review by Sinclair Noe for 03-13-2017

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Financial Review

Tomorrow, Tomorrow

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-09-20-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSSWaiting on the Fed and the BOJ. 3Q slows. Housing starts down. Mr. Stumpf goes to Washington. PM May goes to Wall Street. Bitcoin is money – who knew? Bayer tries to hide Monsanto name. Did I forget to tell you to buy Tobira yesterday? Mylan’s EpiPen move faces Medicare fraud investigation. Rules for Robo-cars. Bundling for mobile phone payments. Financial Review by Sinclair Noe for 09-20-2016

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Financial Review

Chugging Higher

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-08-03-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSSISM services down but still growing. ADP jobs solid at 179k. Lockhart hints at hikes, blah, blah. Gross and Gundlach go all Chicken Little. Bank of England cuts tomorrow. Mortgage rates are low; nobody cares. Bitcoin heist. Wal-Mart buying Jet.com – poof. Time Warner encourages cord cutters. The Olympics have started. Financial Review by Sinclair Noe for 08-03-2016

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Author Interviews

Paul Vigna

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/PAUL_VIGNA-04-01-2015.mp3Podcast: Play in new window | Download (Duration: 19:50 — 9.1MB)Subscribe: Apple Podcasts | Android | RSSSinclair Noe audio interview with Paul Vigna, author of: “The Age of Cryptocurrency: How Bitcoin and Digital Money are Challenging the Global Economic Order”

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Author Interviews

Paul Vigna

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/PAUL_VIGNA-03-01-2015.mp3Podcast: Play in new window | Download (Duration: 19:50 — 9.1MB)Subscribe: Apple Podcasts | Android | RSSListen to the audio interview with Paul Vigna and Sinclair Noe. For more info on the book, click the banner. The Age of Cryptocurrency: How Bitcoin and Digital Money Are Challenging the Global Economic Order

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Uncategorized

Tuesday, March 25, 2014 – Want to Buy a Cookie?

Want to Buy a Cookie? by Sinclair Noe DOW + 91 = 16,367SPX + 8 = 1865NAS + 7 = 423410 YR YLD un 2.73%OIL – .39 = 99.21GOLD + 2.10 = 1312.70SILV + .07 = 20.10 According to the S&P/Case-Shiller home price report, the home price index covering 10 major US cities increased 13.5% in the year ended in January. The 20-city price index advanced 13.2% for the year. Month to month, the 20-city index dropped 0.1%; the drop is not just weather related; from December to January, prices fell in 12 of the 20 cities Case-Shiller tracks. Taking a look at a few cities: LA was down 0.3% for the month but up 18.9% for the past year, San Diego was up 0.6% for the month and 19.4% for the year, Phoenix was down 0.3% for the month but up 13.8% for the year, San Francisco was up 0.5% for January and 23.1% for the year, the hot spot was Las Vegas up 1.1% for the month and 24.9% for the year, to lead the nation. The Commerce Department reports new home sales dropped 3.3% from January to February to a seasonally adjusted rate of 440,000. Sales fell in all regions except the Midwest, where they jumped 36.7%. Sales dropped 15.9% month to month in the West. The national median price for a new home was $261,800 last month, up from $260,800 in January. Compared with February 2013, the median price fell 1.2%. At the current sales pace …

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Uncategorized

Tuesday, February 25, 2014 – Dumb Luck

Dumb Luck By Sinclair Noe DOW – 27 = 16,179SPX – 2 = 1845NAS – 5 = 428710 YR YLD  – .05 = 2.70%OIL – .76 = 102.06GOLD + 5.00 = 1342.60SILV – .07 = 21.99 Just a couple of economic reports to start. The S&P/Case-Shilller home Price Indices for December were posted today. Nationally home prices closed the year of 2013 up 11.3%, while posting a fourth quarter decline of 0.3%. After 26 months of consecutive gains, Phoenix posted -0.3% for the month of December, its largest decline since March 2011. Phoenix once led the recovery from the bottom in 2012, but Las Vegas, Los Angeles and San Francisco were the top three performing cities of 2013 with gains of over 20%. Another sign that the housing market slowed down during the fourth quarter: Fannie Mae, the nation’s largest mortgage guarantor, saw demand for foreclosed properties dip at the end of the year. Fannie reported last week an $84 billion annual profit for 2013 on the backs of large home-price gains and a series of one-time legal and accounting benefits. The report also showed that its inventory of foreclosed homes increased for the second straight quarter as it begins to take back more properties in Florida and other states where foreclosures have been tied up in courts. The report showed that the prices Fannie received on those properties, as a share of the underlying mortgage balances, declined slightly from the prior quarter for the first time in 2½ years. …

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