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

Up and Down the Chain

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-06-23-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Russell rebalance day. Trumpcare loses another senator. New home sales rebound. Amazon continues to crush. Brexit birthday. Fedspeak. SpaceX doubleheader. Remembering Blackberry. Gmail gets less creepy. Financial Review by Sinclair Noe for 06-23-2017

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Financial Review

Stuff Happening

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-06-08-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Comey testifies. ECB unchanged. Brits hung up on vote. Brazil’s Temer gets a reprieve. Household wealth jumped in 1Q. Nordstrom private. Hudson’s Bay’s job cuts. Yahoo-Verizon on. Alibaba jumps. Endo loses painkiller.   Financial Review by Sinclair Noe for 06-08-2017

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Financial Review

See What Sticks

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-05-01-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Nasdaq record. EPS v GDP. Sell in May, maybe. Spending package means government will stay open. Winter storm hits short wheat traders hard. ISM mgf slips. Construction spending dips. Personal income down, debt up. Financial Review by Sinclair Noe for 05-01-2017

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Financial Review

London Calling

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-03-29-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS  …..UK triggers Article 50; 2 years and ticking to leave the EU; commence damage control. Trio of Fed heads; hints of rate hikes. Pending home sales boom. Lawsuits for the environment; big oil supports climate accord. Obamacare repeal – take 62. Your browsing history will be sold. If money talks, what do credit cards do? Blackrock goes algo. Your next computer might be a Samsung phone. Amazon record high; Bezos #2. Canada goes to pot. Financial Review by Sinclair Noe for 03-29-2017

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Financial Review

Cleaning Up

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-03-28-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Dow breaks losing streak. Consumer confidence bumps on labor strength. Goods deficit falls. Case Shiller home sales rise. ACA death by a thousand cuts. Repealing Fair Pay and Safe Workplaces. Coal? Brilliant. Elon Musk’s neural lace. Brexit tomorrow. Financial Review by Sinclair Noe for 03-28-2017

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Financial Review

Happy Day

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-03-20-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..FBI investigating Trump-Russia ties. No wiretapping. Gorsuch hearing. Tryancare vote Thursday, maybe. Brexit Article 50. G20 protectionism, yea sure. Gates-Trump. Greece misses again. Deutsche Bank finds greater fools. Vodaphone has an Idea. Albertsons Sprouts. Unilever dumps butter. Twitter full o’ bots. Uber exit. BAML’s big list of everything YTD. Italy is healthiest; Norway is happiest; US is fat and grumpy. Financial Review by Sinclair Noe for 03-20-2017

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Financial Review

Go Figure

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1A-02-08-2017.mp3Podcast: Play in new window | Download (Duration: 12:09 — 7.0MB)Subscribe: Apple Podcasts | Android | RSS  …..Nasdaq’s 12 record for 2017. Crude glut, prices rise. Intel investing in AZ. Sharp investing in US. Brexit vote. VW investing in Electrify America. Takata guilty. Earnings season roundup. BofA opens robo-branches. Goldman Sachs robo-bankers. Financial Review by Sinclair Noe for 02-08-2017

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Financial Review

Uncertain

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-02-06-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Brexit will hurt. EU will keep Russian sanctions. Tech against immigration ban. Fiduciary rule and Dodd-Frank not really dead. When central banks stop buying bonds. JPMorgan on Chinese bonds. US adds oil rigs. Hudson’s Bay considers Macy’s. Earnings season rolls on: Tyson, Toyota, Hasbro. OK Google, turn off the commercial.   Financial Review by Sinclair Noe for 02-06-2017

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Financial Review

Rarely the First

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-01-09-2017.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSS…..Risk off day but Nasdaq record. Fed jawbones hawkish. Hard Brexit. Hard confirmation hearing. Revenge for one-China. McDonald’s and Taco Bell in China. Fiat Chrysler in the Midwest. Waymo in cars. M&A: Takeda/Ariad, United Health/Surgical Affiliates, Mars/VCA. Microsoft’s Nokia. IBM patent winner, again. The anniversary of the iPhone. Financial Review by Sinclair Noe for 01-09-2017

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