Financial Review

Mar. 14, 2019 Links

What we are reading today: 3.14159265358979323846264338327950288419716939937510582097494459230781640628620899862803482534211706798214808651328230664709384460955058223172535940812848111745028410270193852110555964462294895493038196442881097566593344612847564823378678316527120190914564856692346034861045432664     * see details below.

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Financial Review

Feb. 26, 2019 – Links

What we are reading today: China’s Chief Negotiator Literally Laughs In Donald Trump’s Face During Trade Talk – Esquire. A lack of understanding. These Three Things Are Contributing To China’s Bullish Stock Market – Forbes. It is an extension, not a solution. Story spiked: Kim’s Hanoi hotel masterstroke undone as White House press evicted – ABS-CBN. Stumbling out of the gate. Report: Michael Cohen plans to publicly accuse Trump of criminal conduct in office, during dramatic testimony before Congress – Business Insider. Set the DVR. Trump on brink of defeat on border emergency – Politico. May’s Brexit deal, no-deal or delay? PM offers MPs a choice – Reuters. The Health 202: ‘There is no story I think they can tell that would justify the price increases.’ – Washington Post.  Seven Big Pharma execs travel up to Capitol Hill to see how their lobbying dollars are being spent. Housing starts sink 11% to two-year low in December, but rising permits point to rebound – Marketwatch. AT&T defeats U.S. appeal to kill its Time Warner deal – Los Angeles Times. When a judge tells you that your appeal is a bad idea, it is probably a bad idea. 5G Makes the World’s Biggest Smartphone Conference Look More Like CES – Marketwatch. Your phone is obsolete. Elon Musk keeps slamming the SEC on Twitter. He has 2 weeks to respond in court – Los Angeles Times. Just say no to tweets. Yellen delivers harshest criticism yet of Trump, who declined to hire her …

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Financial Review

Feb. 18, 2019 – Links

Feb. 18, 2019 – Links What we are reading today:

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Financial Review

02-07-2019 Links

02-07-2019 Links Here is what we are reading:

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Financial Review

Jan. 30, 2019 – Links

Links – Jan. 30, 2019 What we are reading:

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Financial Review

Reading List

Jan 22, 2019 A Weakening Global Expansion Amid Growing Risks – IMF Blog. The global expansion is weakening and at a rate that is somewhat faster than expected. Record Numbers of Americans Say They Care About Global Warming, Poll Finds – New York Times. A spike in believers. For 20 Years, US Carbon Emissions Have Been Dropping. Last Year, They Spiked. – Mother Jones. Coincidence? ‘Compromise’ to End Shutdown Draws Protests Over Asylum Restrictions – New York Times. Don’t hold your breath for a fast fix. Supreme Court Doesn’t Act on Trump’s Appeal in ‘Dreamers’ Case – Court takes away negotiating tool. Here’s what really worries investors about China’s slowdown – A slowing down in China is not a collapse. The shutdown’s effect on the US economy, explained – Vox. The longer it lasts, the worse it gets. Los Angeles teachers’ union, school district reaches deal to end strike – Reuters Opposition leader pushes for parliament vote on new Brexit referendum – Reuters. Corbyn tries to grab control of Brexit. Careful what you wish for. The unusually large drop in home sales has real estate agents baffled – CNBC. Prices drop in the West. Can you catch a falling knife? MLK Offers a Lesson on Why We Should Be Worried About Amazon and the FBI – Rolling Stone. Unthinkable: 50 Moments That Define an Improbable Presidency – The Atlantic. The greatest hits and misses of the past 2 years.

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Financial Review

Not Yet

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-11-16-2018.mp3Podcast: Play in new window | Download (Duration: 12:59 — 7.4MB)Subscribe: Apple Podcasts | Android | RSS…Down week for stocks. Brexit is complete chaos. No deal with China. Fed’s Clarida can see neutral. Florida’s hand recount. Floridians re-enfranchised. Acosta gets a pass. Pfizer hikes drug prices. Financial Review by Sinclair Noe for 11-16-2018

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Financial Review

Buckle Up

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-11-15-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Stocks bounce. Brexit ministers resign. Fed monitors global growth. Oil signals slowdown. Mueller’s quiet time is over. NYT blasts Facebook. Earnings watch: Walmart, Nvidia, JC Penney, Nordstrom, Applied Materials, Sonos. GE’s bond problem. Financial Review by Sinclair Noe for 11-15-2018

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Financial Review

Inflation, Apple, Brexit

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-11-14-2018.mp3Podcast: Play in new window | Download (Duration: 13:09 — 7.5MB)Subscribe: Apple Podcasts | Android | RSS…CPI inflation gauge jumps. Apple for the bear. PM May has a Brexit deal nobody likes. PG&E’s fire problem. Wells Fargo has a puffery problem. Financial Review  by Sinclair Noe for 11-14-2018

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Financial Review

Down Again

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-11-13-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Stocks stumble again. Oil bear. Amazon picks 2 for HQ2. Possible Brexit deal. Cabinet shakeup. Still counting votes. AZ turns blue(-ish). Financial Review by Sinclair Noe for 11-13-2018

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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

And Its Discontents

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-07-09-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Wall Street rallies. Waiting on earnings. Consumer borrowing spikes. Buybacks spike. US-China trade war, history suggests pain. Soft v hard Brexit triggers resignations. The state of oil. Financial Review by Sinclair Noe for 07-09-2018

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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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