Financial Review

Beneath the Surface

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-10-29-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Stocks fall again. October turns nasty. Boeing takes trade war hit. UK to tax big tech. Italy dodges downgrade. Merkel lame duck. Jair Bolsonaro elected president of Brazil. Earnings season offers few rewards. Financial Review by Sinclair Noe for 10-29-2018

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Financial Review

Earnings Season

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-04-25-2018.mp3Podcast: Play in new window | Download (Duration: 13:16 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…10-yr. yield holds above 3%. Earnings season in full bloom: Boeing, Facebook, AMD, Qualcomm, Ford, Chipotle, AT&T, Comcast, and more. Financial Review by Sinclair Noe for 04-25-2018

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Financial Review

Down on Trade

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-03-14-2018.mp3Podcast: Play in new window | Download (Duration: 12:58 — 7.4MB)Subscribe: Apple Podcasts | Android | RSS…PPI mild. Retail sales slip. Inventories tighten. China talks retaliation. Theranos fraud. Equifax insider busted. Ford recall Toys R Us closing. Groceries delivered. Happy Pi Day. Financial Review by Sinclair Noe for 03-14-2018

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Financial Review

Decision Day

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-07-26-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Major stock indexes hit all-time highs, again. Fed holds steady. Senate votes and votes, again. Trump v. Transgendered. New home sales up. Copper squeeze. Facebook ubiquitous. Boeing flying high. UK electric. Financial Review by Sinclair Noe for 07-26-2017

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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

1Q in the Can

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-03-31-2017.mp3Podcast: Play in new window | Download (Duration: 13:16 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..First quarter wrap-up. PCE inflation on the rise – tops Fed target. Consumer spending inches up, but we lost spending power due to inflation. Consumer sentiment very strong. Telecoms bow to consumers over privacy, but net neutrality on the horizon. Airbus and Boeing unveil new planes. SpaceX reuses its rocket. Highways crumble in Atlanta. Financial Review by Sinclair Noe for 03-31-2017

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Financial Review

Hat Trick

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1A-02-09-2017.mp3Podcast: Play in new window | Download (Duration: 12:08 — 6.9MB)Subscribe: Apple Podcasts | Android | RSS  …..Record close for Dow, S&P, and Nasdaq. Trump has a “phenomenal” tax plan, it is really “big league.” Anthem Cigna deal is dead. Tillerson talks NAFTA to Canada. First executive order is now being expedited. Fiduciary rule not dead yet. Boeing’s big deal with Singapore Air. A letter for Xi. Greece in hot water; Italy got zero growth from being in Euro. 4Q earnings at 8.5%. Financial Review by Sinclair Noe for 02-09-2017

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Financial Review

Meet the Press

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1A-01-11-2017.mp3Podcast: Play in new window | Download (Duration: 12:16 — 5.6MB)Subscribe: Apple Podcasts | Android | RSS…..Nasdaq record. Trump meets the press, markets genuflect, hilarity ensues, sort of. World Bank cuts global forecast. World Economic Forum puts climate change as top risk for 2017. Wells Fargo “Age of Discontent”. Bill Gross v. Jeff Gundlach; 2.6% v 3.0%; and the end of an era. Cars, airplanes and yieldcos. Financial Review by Sinclair Noe for 01-11-2017

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Financial Review

Gone Fishin’ with Bob

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-11-18-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSS…..Dollar 14 year high. Bonds bombed. Fed will raise rates. ECB will buy whatever is left to buy. OPEC, don’t bet on it. Obama kills offshore drilling. Pawnee is all shook up. Trump team gels. Trump University settles. VW cuts. DraftDuelFanKings. Spidey silk sneakers. Marilyn’s gown. Gone fishin’ with Bob. Financial Review by Sinclair Noe for 11-18-2016.

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Financial Review

Relatively Soon

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-10-12-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSS…..Fed minutes point to a hike “relatively soon”. Wells Fargo CEO John Stumpf is out immediately. Yemen rebels fire on a US ship. Qatar buys Boeing jetliners and fighters (maybe war does pay). OPEC oil output hits a high. Chromebooks are the back-to-school winner. Wal-mart hikes salaries to avoid overtime pay. Facebook gets out the vote. Financial Review by Sinclair Noe for 10-12-2016

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Financial Review

Waiting on the Fed

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-09-19-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSSFed decision due Wednesday. BOJ may steal their thunder. Global debt grows. Passporting rights at risk in a hard Brexit. An oil deal in the works? Home builder confidence grows. Sarepta has a drug for Duchenne MD. Salesforce introduces A.I. Hanjin docks. Financial Review by Sinclair Noe for 09-19-2016

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Financial Review

Inside the Stagecoach

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-09-13-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSS  Down again. Market turbulence begets volatility. Oil falls; IEA says no equilibrium. Bolt will beat Tesla to market. Soar growth. Solar showdown in Nevada. Freeport-McMoRan exits Gulf of Mexico. Fewer in poverty. Small biz worried about election. Hanjin docks in LA. Wells Fargo – bandits inside the stagecoach. Financial Review by Sinclair Noe for 09-13-2016

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Financial Review

The Fed Said…

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-07-27-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSSFed no change but hints at hikes. Durable goods orders drop. Pending home sales up. Oil in a bear. Apple sold one billion. Facebook crushes it. Analog Devices buying Linear Tech. State Street misconduct. You can’t win if you don’t play – good luck. Financial Review by Sinclair Noe for 07-27-2016

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Financial Review

Super Low

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-07-07-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSSBond yields hit all-time low. Mortgage activity jumps. Banks clobbered this year. Italian banks duramente colpite, with no bailouts allowed. Danone buys WhiteWave. Avast buys AVG. If you buy anything at Wendy’s, use cash. Boeing pays late. Flights to Cuba or London. And a faster way through TSA? Financial Review by Sinclair Noe for 07-07-2016

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Financial Review

Ms. Yellen Goes to Washington

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-06-21-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSSFed chair Yellen testifies on Capitol Hill. Brexit countdown and odds. Clash of Clans cashes in. Brazil’s biggest bankruptcy, say Oi. Drone rules. Drugs and doctors. PG&E to close Diablo Canyon. Financial Review by Sinclair Noe for 06-21-2016

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Financial Review

Aggressively Flat

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-06-01-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSSManufacturing activity inches higher. Construction spending drops. Auto sales strong but could be better if they stop including exploding airbags. ECB and OPEC on tap tomorrow. Jobs report on Friday. Something doesn’t add up in the cloud. Dell tried to snooker shareholders. Cut the salt. Financial Review by Sinclair Noe for 06-01-2016

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