Financial Review

You Paid

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-09-23-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: iTunes | Android | RSSOPEC meets in Algiers next week. No deals. Banks must scale back betting on commodities. Yahoo breach biggest ever (so far). France passes Germany. Marriott achieves global dominance over hotels. UPS trucks can’t go everywhere. Twitter pops on rumor – how appropriate. For profit college sucks. Why you paid for bonuses at Wells Fargo. Hottest-ever August. Financial Review by Sinclair Noe for 09-23-2016

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Financial Review

Accept Responsibility

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-09-22-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: iTunes | Android | RSSFed stands pat; traders don their rally hats. Home sales down. The LEI’s a drag. Wall Street needs a long lead for Brexit. Yahoo’s big hack. Hanjin’s happy. Zuckerberg wants to live to be really old. We’re number 28! Budget countdown. Wells Fargo and life lessons on personal responsibility. Financial Review by Sinclair Noe for 09-22-2016

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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: iTunes | 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

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: iTunes | 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

Sleepwalking Higher

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-09-07-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: iTunes | Android | RSSStocks hit highs. More job openings. Beige remains modest. Fed still jawbones. Apple Event Day, whoopee. Hanjin dead to irons. Ackman’s big burrito. Apache’s big find. Mylan’s big price gouge bites back. HSBC violates parole. Goldman’s political games. Financial Review by Sinclair Noe for 09-07-2016

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Financial Review

Manufacturing Breaks Bad

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-09-01-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: iTunes | Android | RSSISM manufacturing contraction. Productivity drops, labor costs rise. Auto sales dip. Oil under $44. This summer was cheap for drivers. What Brexit effect? Hanjin Shipping BK. Samsung charred. SpaceX explodes, and takes Facebook satellite with it. Financial Review by Sinclair Noe for 09-01-2016

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Financial Review

The Case Has Strengthened

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-08-26-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: iTunes | Android | RSSThus spake Yellen. Fischer confirms she is serious. September is on. GDP revised down; look for ponies. Trade gap narrows. Why nobody invests in the US? Herbalife twist. Amazon v Rackspace. Just take a pill. Financial Review by Sinclair Noe for 08-26-2016

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Financial Review

Take the Overs

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-08-19-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: iTunes | Android | RSSOil bull. Fed jawbones for rate hike. Singer’s bubble. Brexit sets a date. Whistleblower not in it for the money. Valeant is the next Enron. Robocall Strike Force. Take the Overs. Financial Review by Sinclair Noe for 08-19-2016

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Financial Review

Groovin

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-07-29-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: iTunes | Android | RSSS&P record. GDP slumps. BOJ passes and preps for helicopter money. Eurobanks graded on a curve. Earnings good for tech and bad for oil. This ABInBev-SABMiller Bud’s for you. Financial Review by Sinclair Noe for 07-29-2016

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Financial Review

Big Stuff

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-07-25-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: iTunes | Android | RSSBig week for central bankers. Big week for Big Oil. Big week for Big 4 Techies. Big day for mergers. Earnings looking slightly less depressed. Yahoo joins forces with AOL under Verizon banner. Pokemon will not rule the world. 7-Eleven delivering Slurpees by drone. Financial Review by Sinclair Noe for 07-25-2016

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