Financial Review

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Jan. 23, 2019 —- THE SENATE WILL VOTE ON COMPETING BILLS TO END THE SHUTDOWN. BOTH ARE LIKELY TO FAIL – Vice. No end in sight. ‘Uncertainty is not good for anyone’: America’s biggest companies are starting to reveal the impact of the government shutdown – Business Insider. As the shutdown continues, its ill effects mount – The Economist. Day 33 Trump tells Pelosi he will still give State of the Union, setting up possible showdown – CNBC. They are standing up for an important principle, and as soon as we figure out what it is, you will be the first to know. Political drama is putting a lid on the stock market, Goldman analysts say –  Marketwatch. Bump, slump. Panic is on the agenda at Davos – but it’s too little too late – The Guardian. We should hire someone to clean that up. Opposition Leader Declares Himself Venezuela’s President in Direct Challenge to Maduro – New York Times. Let’s Be Real About China Trade Talks – Bloomberg. The reality is no deal, and March is fast approaching. Microsoft’s web browser now warns users about untrustworthy news. Here’s how your favorite publications stack up. – Business Insider. Government debt hits record $66 trillion, 80% of global GDP, Fitch says – CNBC. A billion here, a billion there; pretty soon you’re talking about real money.

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Financial Review

Countdown

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-11-05-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Waiting for the election. Iran sanctions in effect. Talk about talking with China. Net neutrality. Lowe’s closing stores. Amazon might have 2 new HQs. FedEx to hike rates. Financial Review by Sinclair Noe for 11-05-2018

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Financial Review

Remember

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-09-11-2018.mp3Podcast: Play in new window | Download (Duration: 13:09 — 7.5MB)Subscribe: Apple Podcasts | Android | RSS…Stocks bounce; tech and energy up. Trade concerns linger. Ray Dalio in the 7th inning of the buildup to WW3. GDP forecast slump. Deficit grows. Job openings climb. Here comes Flo. Financial Review by Sinclair Noe for 09-11-2018

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Financial Review

All Talk

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-08-16-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Dow has best day in months. China will talk about trade. Turkey continues meltdown. EM struggles. Walmart rules. Nordstrom racks a beat. JC Penney hardly worth a penny. Financial Review by Sinclair Noe for 08-16-2018

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Financial Review

Go Placidly

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-05-03-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Stock drop then flatten out. Fed tightening makes dollar king for now. China trade talks, meh. Trump, Cohen, Guiliani and a changing story. Elon Musk’s earnings call. AZ teacher strike ends. Financial Review by Sinclair Noe for 05-03-2018

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Financial Review

Diminished Expectations

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-05-02-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS..Stocks pop and then fall after Fed holds pat. Strong 1Q earnings already priced in. China trade delegation – don’t expect much. EU fires back on tariffs. #RedforEd Day 5, possible deal. Financial Review by Sinclair Noe for 05-02-2018

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Financial Review

Let Them Eat Cake

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-08-18-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS….Bannon blows out. Stocks drift lower. Continued WH fallout. China trade war in the offing. Corinthian student debt relief. Foot Locker falls. Chicken Soup-y IPO. Waiting on the Eclipse. Financial Review by Sinclair Noe for 08-18-2017

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Financial Review

War on Drugs Again

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-05-12-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..China trade deal. GE like Nafta. CPI up. Inventories down. Consumer sentiment: bad now but it’ll get better. Consumers consuming, but not at JC Penney. Amazon is the 800 pound gorilla. Wells Fargo, worse than we thought. Worldwide cyber-attack. Do not click. Jeff Session declares war on drugs, again.   Financial Review by Sinclair Noe for 05-12-2017

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