Financial Review

Carving a Turkey

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-11-08-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Dow, S&P and Nasdaq at record highs. One year after the election. Apple hits $900 billion. Dems win big in local elections. Corporate tax cuts face phase-in after CBO finds deficit too high. Saudi purge continues. Earnings news continues. Financial Review by Sinclair Noe for 11-08-2017

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Financial Review

Sparring

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-07-20-2017.mp3Podcast: Play in new window | Download (Duration: 11:25 — 6.5MB)Subscribe: Apple Podcasts | Android | RSS…..Nasdaq and Russell hit new records. Emerging markets continue a streak. ECB holds steady and slightly dovish. Leading economic index jumps. CBO scores BCRA – ugly. AZ loses jobs in June. Earnings season: Microsoft hits a record high. Visa strong. EBay stumbles. Amazon will carry Kenmore. Financial Review by Sinclair Noe for 07-20-2017

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Financial Review

Quads

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-07-19-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Dow, S&P, Nasdaq and Russell all close at record highs. Passive investors continue to add money. Big money pros still act skittish. Earnings looking good for now. CBO scores repeal only and it is ugly. House tries a reset with the budget. Financial Review by Sinclair Noe for 07-19-2017

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Financial Review

Heading into the Holiday

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-06-29-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS….Stocks tumble. Rotation form tech to financials. 1Q GDP revised up to 1.4%. BIS spots global risks. Travel ban defines family. CBO says 35% cut to Medicaid over 20 years. Walgreens only buys half Rite Aid. Nike tops. Murdoch’s Sky buy on hold. Blue Apron about half baked. Vegas about half baked. Financial Review by Sinclair Noe for 06-29-2017

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Financial Review

Scored

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-06-26-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS….Quiet on Wall Street. CBO scores Senate healthcare bill; 22 million will lose insurance. SCOTUS: upholds most of Trump travel ban for now and will rule in October; will consider whistleblower states; will consider gay wedding cakes; ruled on gay couples being named on birth certificates; ruled on taxpayer grants for church playgrounds; declined a challenge to limits on carrying guns in public. Durable goods orders dip. ISIS hacks state computers. Financial Review by Sinclair Noe for 06-26-2017

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Financial Review

Take 65

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-06-22-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Senate unveils a health care bill. CBO score next week. Vote soon after. 4 GOP senators already oppose it. Those tapes were a bluff. Banks pass stress tests. LEI up. Mortgage rates down. Qatar wants to buy American. Sears Canada BK. Warren’s latest deal. Oracle shines through the cloud. Facebook on a mission. Financial Review by Sinclair Noe for 06-22-2017

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Financial Review

Settling a Score

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-05-24-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Fed minutes point to June rate hike and slowly shrinking balance sheet. CBO scores AHCA and it is ugly. Trump and Pope Francis. Previously owned home sales sputter. China’s credit rating cut. Brazil ablaze. Fiat Chrysler pulls a VW. Facebook buying news.   Financial Review by Sinclair Noe for 05-24-2017

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Financial Review

Send in the Clowns

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-05-22-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..1Q earnings season winds down. CBO scores AHCA. Pause on cost-sharing subsidies case. Trump tour sells big in Saudi Arabia. SCOTUS whacks patent trolls. NC must undo gerrymandering. Ford gets new CEO – share price is Job One. Huntsman-Clariant. Midwest fields flood. Citi’s Banamex laundered money in Mexico. The circus closes its tent. Financial Review by Sinclair Noe for 05-22-2017

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Financial Review

GDP

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-03-30-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Markets moving higher, valuations a concern. 4Q GDP revised slightly higher to 2.1%. Forecast calls for a repeat of 2016. Debt and deficit to spiral higher. Fedspeakers and the punchbowl. Oil looking at supply crunch. Drivers looking at higher prices. Financial Review by Sinclair Noe for 03-30-2017

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Financial Review

Stormy Weather

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-03-13-2017.mp3Podcast: Play in new window | Download (Duration: 13:16 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Waiting on the Fed. CBO has numbers on the new American Health Care Act – and they are terrible. Intel buying Mobileye to drive into the future. Lloyds outsourcing jobs to IBM. South Korea’s Park out. No Bitcoin fund. Escondida strike. Icahn loads up on Herbalife. Changes in credit scores. Nor’easter on the way. Financial Review by Sinclair Noe for 03-13-2017

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