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 Your phone is obsolete.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 …
What we are reading: Walmart beats as online sales surge – Business Insider. Online sales were strong. Does the Walton family earn more in a minute than Walmart workers do in a year? – Washington Post. True. Bernie Sanders to seek U.S. presidency again in 2020 – Reuters. Larry David for VP. House Dems to probe White House’s nuclear power efforts in Saudi Arabia – Axios. Deutsche Bank Reverses Pledge to Help Distressed Homeowners – Bloomberg. Dereg fever. Otherwise Rational People Still Betting Their Real Money On Steve Mnuchin Being Able To Reach A Trade Agreement With China – Dealbreaker. Believe it when it’s done. Space Force launch zooms closer to reality under President Trump’s directive – USA Today. Because if we have a Space Force, everything else will just fall into place. Exclusive: Fed’s Williams says new economic outlook necessary for rate hikes – Reuters. Rates on hold, tightening continues. Why Can’t Trump Build Anything? – New York Times. Infrastructure is dead.
http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-09-132-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…CPI in a sweet spot. Fed will still hike rates. Spending bill might avert shutdown. China-US trade talks: no guarantees. Emerging markets still warrant attention. Trump’s Maria lie. Hurricane Flo arrives. Hurricanes do not stimulate the economy. Financial Review by Sinclair Noe for 09-13-2018
http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-09-10-2018.mp3Podcast: Play in new window | Download (Duration: 13:16 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Trade concerns. Ford Active elsewhere. GDP and unemployment rate fact check. Consumer borrowing ticks up. California will go 100% green. Florence warning. Financial Review by Sinclair Noe for 09-10-2018
http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-09-06-2018.mp3Podcast: Play in new window | Download (Duration: 13:09 — 7.5MB)Subscribe: Apple Podcasts | Android | RSS…Tech hit again. Betting on resistance. Tariff consultation period expires. Emerging markets continue retreat. ISM pops. Wages are flat, so invent new numbers. Bitcoin kicked. Jones banned. Financial Review by Sinclair Noe for 09-06-2018
http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-08-30-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Stocks slip on news of possible escalation of trade war with China. NAFTA hits a deadline. The EU grows weary. No pay raise for federal workers due to “serious economic conditions”. Consumer spending and inflation rise. McCain’s last flight out of Arizona. Financial Review by Sinclair Noe for 08-30-2018
http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-08-20-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Longest bull market can’t shake the correction. China-US trade talk talk. Trump wants cheap money Fed. Greece finishes bailout era but not out of the austerity era.