Financial Review

Jan 29, 2019 – Links

Jan 29, 2019 – Links What we are reading:

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Financial Review

Don’t Blink

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-12-28-2018.mp3Podcast: Play in new window | Download (Duration: 13:10 — 7.5MB)Subscribe: Apple Podcasts | Android | RSS…Stocks stage a last hour rally. Why have stocks been dropping in a strong economy? What was behind today’s rally into the close. Consumer confidence slips. Techs mixed. Financial Review by Sinclair Noe for 12-27-2018

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Financial Review

Rolling Bear

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-10-30-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Stocks bounce but still headed for a bad month. Facebook turns a profit but user numbers are weak. GE’s penny dividend. Apple sells non-phone stuff. FoxConn deal falters. Consumer confidence strong. Housing stalls. Zinke’s hinky. Attacking the 14th. Financial Review by Sinclair Noe for 10-30-2018

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Financial Review

Polls Are Open

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-08-28-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…S&P and Nasdaq record highs. Consumer confidence climbs. Housing prices higher. PR death toll climbs to 2975. Trump attacks Google. Primary election day – a review of the hot races Financial Review by Sinclair Noe for 08-27-2018

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Financial Review

The State of the Uniom is Ugly

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-01-30-2018.mp3Podcast: Play in new window | Download (Duration: 13:14 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS….Stocks drop hard and fast. Amazon, Berkshire, and JPMorgan are doing something with healthcare; nobody knows what, but it is big. Healthcare shares tumble. Earnings disappoint. Apple under investigation. Consumer confidence up. Home prices inch higher. Nyet to Russian sanctions. Crypto continues to unravel. Financial Review by Sinclair Noe for 01-30-2018

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Financial Review

Drifting Into Year-End

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-12-27-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS….Stocks flat Oil falls back. Copper hits 4-year high. Cobalt even better. Holiday shopping season was big. Amazon rules. Apple slows. Consumer confidence still high. Case Shiller shows home sales higher. NAR shows pending sales still strong. Financial Review by Sinclair Noe for 12-27-2017

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Financial Review

Carving Pumpkins

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-10-31-2017.mp3Podcast: Play in new window | Download (Duration: 13:16 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Nasdaq record high close. Big 5 tech stocks rule. Valuations high. Consumer confidence up. Employment costs up. Housing formation down. Home prices up. Fed meets to do nothing. Waiting on tax text, which might be the scariest thing this week. Financial Review by Sinclair Noe for 10-31-2017

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Financial Review

Get Out Now

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-08-29-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS….Harvey update. North Korea fires missiles, Wall Street rolls on. Case-Shiller home sales solid. Consumer confidence strong. Freeport-McMoran signs over Grasberg. UTX closing in on Rockwell. Buffett banks on BofA. Financial Review by Sinclair Noe for 08-29-2017

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Financial Review

Close But No Cookies

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-07-25-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS….S&P, Nas, Russell at new highs. Senate votes on having more votes on repeal/replace, or repeal, or semi-repeal, or something. Confidence soars. Existing home sales solid. Oil prices rally. Copper hits 2 year high. Bond market tumbles as the Fed FOMC meets. 3M slammed. McDonalds all time high. Caterpillar jumps. AT&T up. GM down. Financial Review by Sinclair Noe for 07-25-2017

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Financial Review

Make Way for May

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-04-28-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Markets higher for the week and month. Alphabet, Amazon, and Microsoft massive movers. GDP slogs thru 1Q, up 0.7%. Consumers confident. Wages inch higher but inflation lurks. US government open for another week. Brazil general strike. Euro-youth sick of status quo. IPOs diverge. Anthem-Cigna deal is dead. Chevron, Exxon, GM earnings beat. Financial Review by Sinclair Noe for 04-28-2017

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Financial Review

Oh Canada

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-04-25-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Nasdaq record high; 17 years to cross 6,000. Earnings drive the market: McDonald’s, Caterpillar, Coca-Cola, AT&T, 3M, Chipotle. Panera delivers. Wells and Citi face angry shareholders. Trade war with Canada over lumber. Mexican tuna is safe. Judge blocks sanctuary city order. Consumer confidence dips. New and existing home sales rise. Financial Review by Sinclair Noe for 04-25-2017

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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

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Financial Review

The Streak Ends

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-02-28-2017.mp3Podcast: Play in new window | Download (Duration: 13:16 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Trump addresses Congress tonight; looking for specifics. 4Q GDP estimate holds at 1.9%. Trade deficit widens. Home sales up 5.6% last year; up 4.9% in Phoenix. Consumer confidence up in Feb at 16 year high. Fed jawbones rate hikes. Morgan Stanley pulls a LaLaLand on taxes. Samsung chairman indicted. YouTube at 1 billion hours a day in USA. YouTube Unplugged. Apple goes AR and other stuff they won’t talk about. Financial Review by Sinclair Noe for 02-28-2017

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Financial Review

The Wisdom of Solomon

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-01-31-2017.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSS…..Eurozone grows. BOJ stands pat. FOMC meets. Home sales up. Consumer confidence down. Deutsche Bank launders money. Apple beats, beats, beats. Exxon’s big impairment – not worth it to pull it out of the ground. Trump meets drugmakers. Tom Price did get a discount. OneWest did engage in robo-signings. Trump fires Yates. Trump names next justice. Hoping for Solomon. Financial Review by Sinclair Noe for 01-31-2017

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Financial Review

Very Close

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-12-27-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSSBreathing down on 20k. Holiday sales up; online leads the way. Why would you go to a mall? Consumer confidence climbs – maybe I should take the credit. Home prices up but the trend is unsustainable. World’s oldest bank on the brink. Toshiba flubs again. Panasonic and Tesla bring manufacturing jobs to Buffalo. Financial Review by Sinclair Noe for 12-27-2016

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Financial Review

Apple Bites

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-10-25-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSS…..Earnings season heats up. Apple is weak. VW reaches a settlement. Takata heads to BK. Driverless beer. Home prices rise, inventories are tight. Consumer confidence drops. Obamacare premiums will jump. Renewable energy installations pass fossil fuel. Financial Review by Sinclair Noe for 10-25-2016

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Financial Review

Deutsche Bank Running on Rumors

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-09-30-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSS….. 3Q recap. Deutsche Bank hits lows – and then a rumor of a cheap settlement with DOJ. Euro banks still look ugly and DB is one of the worst. Consumer sentiment up. Consumer spending down. EU approves Paris Climate Accord – it’s a done deal. Yellen says Fed might start buying corporate bonds and stocks (vintage wine and baseball cards?) Financial Review by Sinclair Noe for 09-30-2016

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Financial Review

Taxman Bites Apple

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-08-30-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSSS&P stays in tight, tight range. EU wants $14.5 billion chunk of Apple for sweetheart tax deal in Ireland. Apple, Ireland, and the US are outraged. Election day in AZ. Home prices higher. Consumer confidence is higher but it’ll get worse. TTIP in jeopardy. Stopping a revolving door. Banks’ profits grow. Zika reaches Asia. Financial Review by Sinclair Noe for 08-30-2016

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Financial Review

Groovin

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-07-29-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSSS&P record. GDP slumps. BOJ passes and preps for helicopter money. Eurobanks graded on a curve. Earnings good for tech and bad for oil. This ABInBev-SABMiller Bud’s for you. Financial Review by Sinclair Noe for 07-29-2016

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Financial Review

Apple Bites

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-07-26-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSSResale home prices continue to rebound. New home sales up. Consumer confidence flat. Fed FOMC deliberates. Earnings galore but the big one is Apple, and it wasn’t as bad as it could have been. Fiat fudged sales numbers. VW has a plan. Amazon has drones in the UK. You could fly around the world without using a drop of oil. Financial Review by Sinclair Noe for 07-26-2016

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