Da’ Bomb
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http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-01-03-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS….Record highs for Dow, S&P, Nasdaq, and Russell 2K. Fed minutes. Manufacturing win-win. Construction spending up. Car sales. Crude hits $61. Bombogenesis…. Financial Review by Sinclair Noe for 01-03-2018
Everybody Wants to Go to Heaven
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http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-11-01-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..ISM manufacturing reverts to strong. Construction spending up. Fed FOMC stands pat. Jay Powell likely pick. GOP tax plan delayed due to math. Facebook beats. Tesla posts big loss. Wells Fargo, again. Financial Review by Sinclair Noe for 11-01-2017
Inured
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http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-10-02-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS….Records on Wall Street. Carnage on the Vegas Strip. Construction spending up. Manufacturing stronger. Tax plan might raise middle class taxes. Catalonian independence. Monarch grounded. GM goes electric. Equifax bungle grows. Financial Review by Sinclair Noe for 10-02-2017
Records Across the Board
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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
See What Sticks
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http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-05-01-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Nasdaq record. EPS v GDP. Sell in May, maybe. Spending package means government will stay open. Winter storm hits short wheat traders hard. ISM mgf slips. Construction spending dips. Personal income down, debt up. Financial Review by Sinclair Noe for 05-01-2017
Stormy Weather
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http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-04-03-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Manufacturing growing slower. Construction spending increased. Yield curve flattens. SCOTUS nomination may go nuclear. Car sales drop last month, except for Tesla – now bigger than Ford. Household debt climbs back near 2008 peak. Student loans don’t buy what they used to. Financial Review by Sinclair Noe for 04-03-2017
Fed Day
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http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1A-02-01-2017.mp3Podcast: Play in new window | Download (Duration: 12:05 — 6.9MB)Subscribe: Apple Podcasts | Android | RSS…..Fed leaves policy unchanged and that’s dovish(?) ADP big surge in private jobs. ISM manufacturing at 2 year high. Facebook is now ubiquitous. VW will pay more. Spectrum’s slow internet. Various earnings reports. Amazon plane hub in KY. 15.4 million victims of ID theft and fraud. UK moves closer to Brexit. Nuclear option for SCOTUS. Iran on notice. Zika still a problem. Financial Review by Sinclair Noe for 02-01-2017
Bad Optics
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http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-01-03-2017.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSS …..Strong start for trading in the New Year. Technical and fundamental considerations. ISM manufacturing closes 2016 on high note. Construction spending at multi-year high. 115th Congress first order – let the fox guard the chicken coop and then flip flop. Ford folds in the face of bad optics. Samsung S8 might replace your computer. Space X countdown to Sunday. Fewer new drugs last year. Financial Review by Sinclair Noe for 01-03-2017
Quitaly or Not to Quitaly
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http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-12-01-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSS…..Dow record high close. Oil tops $51. Bond bears’ herd mentality. ISM manufacturing up. Construction spending up. Unemployment claims up. Layoffs up. Carrier is chill. Credit Suisse freezes accounts. The Italian referendum explained. No coffee for Schultz. We’re buying cars. 10 gig internet? Yes please. Financial Review by Sinclair Noe for 12-02-2016
Pushed Out
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http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-08-01-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSSFed jawbones. Low rates keep stocks inflated. Oil continues to slide. Construction spending falls. ISM manufacturing falls. Mortgages near all-time lows. Verizon-Fleetmatic. Tesla-SolarCity. Didi Chuching-Uber China. Glaxo-Alphabet Verily. Pfizer-Bamboo. Ready for Rio. Financial Review by Sinclair Noe for 08-01-2016