Financial Review

Carving Pumpkins

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-10-31-2017.mp3Podcast: Play in new window | Download (Duration: 13:16 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Nasdaq record high close. Big 5 tech stocks rule. Valuations high. Consumer confidence up. Employment costs up. Housing formation down. Home prices up. Fed meets to do nothing. Waiting on tax text, which might be the scariest thing this week. Financial Review by Sinclair Noe for 10-31-2017

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Financial Review

Get Out Now

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-08-29-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS….Harvey update. North Korea fires missiles, Wall Street rolls on. Case-Shiller home sales solid. Consumer confidence strong. Freeport-McMoran signs over Grasberg. UTX closing in on Rockwell. Buffett banks on BofA. Financial Review by Sinclair Noe for 08-29-2017

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Financial Review

Close But No Cookies

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-07-25-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS….S&P, Nas, Russell at new highs. Senate votes on having more votes on repeal/replace, or repeal, or semi-repeal, or something. Confidence soars. Existing home sales solid. Oil prices rally. Copper hits 2 year high. Bond market tumbles as the Fed FOMC meets. 3M slammed. McDonalds all time high. Caterpillar jumps. AT&T up. GM down. Financial Review by Sinclair Noe for 07-25-2017

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Financial Review

Delayed Not Dead

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-06-27-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Trumpcare Senate vote delayed for lack of support. Fedspeak: Yellen says valuations rich, Fischer says P/E is high, Williams says stock market is running on fumes. IMF throws shade on Trump. Case Shiller – home prices pull back. Google gets EU’s biggest fine. Ransomware attack goes global. Brazil’s president criminally charged. Financial Review by Sinclair Noe for 06-27-2017

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Financial Review

Slipping from Highs

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-05-30-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Personal income, consumer spending and inflation inch higher in April. FICO scores back at 2005 levels. Home prices up 5.8% in March. Consumer confidence down. Fed likely to hike rates in two weeks. Amazon tops $1,000 per share; Alphabet close behind. British Airways back on schedule. Payless closing more stores. Goldman Sachs props up Venezuelan bad guy. SCOTUS, once you buy it, it’s yours to do what you want.   Financial Review by Sinclair Noe for 05-30-2017

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Financial Review

Oh Canada

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-04-25-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Nasdaq record high; 17 years to cross 6,000. Earnings drive the market: McDonald’s, Caterpillar, Coca-Cola, AT&T, 3M, Chipotle. Panera delivers. Wells and Citi face angry shareholders. Trade war with Canada over lumber. Mexican tuna is safe. Judge blocks sanctuary city order. Consumer confidence dips. New and existing home sales rise. Financial Review by Sinclair Noe for 04-25-2017

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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

The Streak Ends

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-02-28-2017.mp3Podcast: Play in new window | Download (Duration: 13:16 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Trump addresses Congress tonight; looking for specifics. 4Q GDP estimate holds at 1.9%. Trade deficit widens. Home sales up 5.6% last year; up 4.9% in Phoenix. Consumer confidence up in Feb at 16 year high. Fed jawbones rate hikes. Morgan Stanley pulls a LaLaLand on taxes. Samsung chairman indicted. YouTube at 1 billion hours a day in USA. YouTube Unplugged. Apple goes AR and other stuff they won’t talk about. Financial Review by Sinclair Noe for 02-28-2017

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Financial Review

The Wisdom of Solomon

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-01-31-2017.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSS…..Eurozone grows. BOJ stands pat. FOMC meets. Home sales up. Consumer confidence down. Deutsche Bank launders money. Apple beats, beats, beats. Exxon’s big impairment – not worth it to pull it out of the ground. Trump meets drugmakers. Tom Price did get a discount. OneWest did engage in robo-signings. Trump fires Yates. Trump names next justice. Hoping for Solomon. Financial Review by Sinclair Noe for 01-31-2017

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Financial Review

Very Close

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-12-27-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSSBreathing down on 20k. Holiday sales up; online leads the way. Why would you go to a mall? Consumer confidence climbs – maybe I should take the credit. Home prices up but the trend is unsustainable. World’s oldest bank on the brink. Toshiba flubs again. Panasonic and Tesla bring manufacturing jobs to Buffalo. Financial Review by Sinclair Noe for 12-27-2016

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