Financial Review

Feb. 18, 2019 – Links

Feb. 18, 2019 – Links What we are reading today:

READ MORE →
Financial Review

Shoppers Reign

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-11-26-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Holiday shopping is strong. GM closing plants, firing workers. Microsoft passes Apple. Climate report released Friday tries to buy the bad news. Financial Review by Sinclair Noe for 11-26-2018

READ MORE →
Financial Review

Blame Columbus

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-10-08-2018.mp3Podcast: Play in new window | Download (Duration: 13:16 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Stocks flounder. Google’s breach. SCOTUS returns tomorrow. Brazil elections. Nordhaus and Romer win Nobel Economics. UN climate change report. Financial Review by Sinclair Noe for 10-08-2018

READ MORE →
Financial Review

S**t for Brains

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-01-12-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS….Record highs on Wall Street. CPI up. Hints of inflation. Fed on course. Retail was strong. JPM and WFC report strong earnings. NYC sues big oil. Facebook changes algorithms. Another new low for Trump. Financial Review by Sinclair Noe for 01-12-2018

READ MORE →
Financial Review

No Reason Not To

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-09-11-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Stocks hit records. Irma not quite catastrophic. OJ, cotton tumble. Yes, talk about climate change. Reporters in floodwaters. Dollar bounces. $1,000 phones. Equifax – no excuse. China goes EV. Financial Review by Sinclair Noe for 09-11-2017

READ MORE →
Financial Review

Getting Warmer

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-08-08-2017.mp3Podcast: Play in new window | Download (Duration: 13:16 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Trump threatens fire and fury on N. Korea. Climate change is real and it has been leaked to the Times. JOLT shows record high job openings. But it takes 2 jobs. Small biz optimism. Home prices higher. CVS suits. Mayo Phx #20. Perseid on the way Financial Review by Sinclair Noe for 08-08-2017

READ MORE →
Financial Review

Records Across the Board

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-06-01-2016.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Dow, S&P and Nasdaq close at record highs. ISM manufacturing ticks up. Construction spending down. ADP private jobs strong. Fed Beige Book points to tight labor market. Trump pulls out of Paris Accord. Illinois cut.   Financial Review by Sinclair Noe for 06-01-2017

READ MORE →
Financial Review

The Accord

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-05-31-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Trump expected to pull US out of Paris accord on climate change. Financial Review by Sinclair Noe for 05-31-2017

READ MORE →
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

READ MORE →
Financial Review

Meet the Press

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1A-01-11-2017.mp3Podcast: Play in new window | Download (Duration: 12:16 — 5.6MB)Subscribe: Apple Podcasts | Android | RSS…..Nasdaq record. Trump meets the press, markets genuflect, hilarity ensues, sort of. World Bank cuts global forecast. World Economic Forum puts climate change as top risk for 2017. Wells Fargo “Age of Discontent”. Bill Gross v. Jeff Gundlach; 2.6% v 3.0%; and the end of an era. Cars, airplanes and yieldcos. Financial Review by Sinclair Noe for 01-11-2017

READ MORE →
Financial Review

2016 Review

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-12-30-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSS…..A recap of 2016. Highlights and lowlights. Tech wrap. In memoriam. Worst Bankster of the Year Award. The point of no return. Financial Review by Sinclair Noe for 12-30-2016

READ MORE →
Financial Review

19,000

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-11-22-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSS…..Dow, S&P, Nasdaq and Russell 2000 hit record highs again; passing milestones along the way. Trump policy goals; the trend is in place but the details are fuzzy. Existing home sales surge. Japan quakes again. Amazon goes live. VW goes electric. Turkey dips. Financial Review by Sinclair Noe for 11-22-2016

READ MORE →
Financial Review

Meh

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-10-27-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSS…..A bad month for bonds. Qualcomm buys NXP. Alphabet/Google beats. Amazon misses. Deutsche Bank posts profit and angst. Wallonia relents. UK GDP grows. Durable goods orders fall. ZTO IPO thud. Exxon must turn over documents on climate change. The forecast for winter – warm and dry. Financial Review by Sinclair Noe for 10-27-2016

READ MORE →
Financial Review

Little Steps

  (* I am taking a break from the daily markets for the holidays but I will try to offer a few thoughts from time to time, plus I will update a few of the audio interviews.) I suspect the major market driver in coming weeks will be more about oil prices than interest rates; not a guarantee, just a suspicion. The Fed raised rates, as expected, very little. The rate hike was largely priced in, although we will still see some accompanying volatility. The move from ZIRP should signal that the economy is on reasonably strong footing. The Fed’s accompanying forecast calls for the economy to grow at a 2.4% clip over the next year, with unemployment dropping to 4.7%, and inflation settling in around 2%; that sounds good on paper; time will tell. One thing the US markets have been slow to do is to price in the changes in energy markets. Not only has technology increased the amount of oil production, it has also increased the viability of renewable, sustainable energy. And if you are wondering about the future of energy, look to Paris. While the COP21 in Paris was not the big change many had hoped for, it was a step in the right direction; and it was definitely a step away from the fossil fuel based energy markets, but it was a tiny little step. Now let me pause for a moment and address the climate change deniers: Wake up and stop being stupid! Even …

READ MORE →
Financial Review

See Opportunities

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-12-01-2015.mp3Podcast: Play in new window | Download (Duration: 13:17 — 6.1MB)Subscribe: Apple Podcasts | Android | RSSFinancial Review by Sinclair Noe for 12-01-2015 DOW + 168 = 17,888 SPX + 22 = 2102 NAS + 47 = 5156 10 YR YLD – .07 = 2.15% OIL un 41.65 GOLD + 4.30 = 1069.80 SILV + .10 = 14.27   More than 180 nations are gathered in Paris to discuss a far-reaching agreement to reduce global carbon emissions. The emerging deal would require wealthy countries, including the U.S., to cut their own pollution while helping poorer countries shift from dependency on fossil fuels and mitigate the effects of climate change. President Obama held a news conference today in Paris at the U.N. global climate summit; Obama said the world needs an enduring framework for addressing climate change and that he would seek an agreement that would boost economies as well as help the planet’s environment. President Obama said the U.S. will meet commitments to help finance developing nations’ efforts to reduce carbon pollution, challenging congressional Republicans who have fought most of his environmental policies.   Some people look at the call for reducing carbon emissions and only see expenses, while others see opportunities. The number of annual patents for green energy has increased fivefold since 2002 and this year is on track to break another record after eight consecutive increases. Most patents in 2015 have been for solar technologies, 586 granted in the first half of the year; followed by fuel cells, electric vehicles, …

READ MORE →
Financial Review

Quickly Dying Here

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-11-03-2015.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSSFinancial Review by Sinclair Noe for 11-03-2015 DOW + 89 = 17,918 SPX + 5 = 2109 NAS + 17 = 5145 10 YR YLD + .03 = 2.22% OIL + 1.73 = 47.87 GOLD – 16.90 = 1117.50 SILV – .22 = 15.29 New orders for factory goods fell for a second consecutive month in September as the manufacturing industry continues to struggle under the weight of a strong dollar and deep spending cuts by energy companies. The Commerce Department said new orders for manufactured goods declined 1 percent in September after a downwardly revised 2.1 percent drop in August. Motor vehicle production, however, remains a bright spot as orders surged in September.   Fiat Chrysler reported its 67th straight month of year-over-year gains, selling 195,545 vehicles in the month of October, up 14.7% from a year earlier. Toyota said it sold more than 200,000 vehicles, which would be a double-digit rise from last October’s 180,580 vehicles. Toyota did not give a specific sales figure.   General Motors, the nation’s largest automaker, said it sold 262,000 vehicles during the month, a 15.9 percent increase from a year ago. Ford Motor said it sold 205,000 vehicles in October, a 13.4 percent increase over a year ago. Ford’s F-Series pickup continued to be the country’s best-selling vehicle with sales of 65,000 during the month. The US auto industry’s October sales are now expected to top 18 …

READ MORE →
Financial Review

Denying Denial

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-10-26-2015.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSSFinancial Review by Sinclair Noe for 10-26-2015 DOW – 23 = 17,623 SPX – 3 = 2071 NAS + 2 = 5034 10 YR YLD – .02 = 2.06% OIL – .87 = 43.73 GOLD – 1.10 = 1163.90 SILV + .03 = 15.94   The U.S. economy has looked shaky of late, and an expected weak reading on third-quarter gross domestic product should confirm that. As a result, the Federal Reserve is again expected to keep interest rates near zero. The Fed decision, due Wednesday, and the GDP report, coming Thursday, will be the center of focus on this week’s economic calendar. Weak data almost certainly means the Fed will stick with its Zero Interest Rate Policy at this week’s meeting. The big question is whether the Fed will hint at a December move.   Also on the calendar this week is some sort of deal for the debt ceiling, which needs to be raised by November 3 in order to avoid default; and to meet the November 3 deadline, a deal needs to be reached this week. Talks have intensified between the White House and House Speaker John Boehner on a two-year budget agreement that would also increase the federal debt limit. Congressional leaders are said to be nearing an agreement, which would then need to win backing from most Democrats and at least several dozen Republicans for House passage. The deal …

READ MORE →