Financial Review

Amazon Clicks Whole Foods

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-06-16-2017.mp3Podcast: Play in new window | Download (Duration: 13:16 — 7.6MB)Subscribe: iTunes | Android | RSS…Dow hits another record. Amazon now controls everything, including the food supply. No Cuban cigars. Consumer sentiment dips. Housing starts down. CenturyLink develops a bad case of WellsFargo-itis. Financial Review by Sinclair Noe for 06-16-2017

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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: iTunes | 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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Financial Review

Earnings Reporting Season Kicks Off

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-04-13-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: iTunes | Android | RSS…..JPM, WFC, and C all report. Producer prices flat, but up for the year. Consumer sentiment to 17 year high. Oil inventories increased. Iron Ore free fall. Electricity use is in long-term downtrend. Canada goes to pot. Financial Review by Sinclair Noe for 04-13-2017

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Financial Review

1Q in the Can

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-03-31-2017.mp3Podcast: Play in new window | Download (Duration: 13:16 — 7.6MB)Subscribe: iTunes | Android | RSS…..First quarter wrap-up. PCE inflation on the rise – tops Fed target. Consumer spending inches up, but we lost spending power due to inflation. Consumer sentiment very strong. Telecoms bow to consumers over privacy, but net neutrality on the horizon. Airbus and Boeing unveil new planes. SpaceX reuses its rocket. Highways crumble in Atlanta. Financial Review by Sinclair Noe for 03-31-2017

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Financial Review

Double Hat Trick

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-02-10-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: iTunes | Android | RSS…..More records on Wall Street. Reckitt Benchkiser buys Mead Johnson. Blackstone buys Aon unit. Consumer sentiment dips. Oil rallies. Import prices rise. Trump hosts Japan’s Abe. Talks to China’s Xi. Wall will cost more. Greece is still a problem for the EU. Italy next? Germany banks gold. Fast brandy. Financial Review by Sinclair Noe for 02-10-2017

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Financial Review

Happy Turkey

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-11-23-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: iTunes | Android | RSS…..Three more indices hit records. Fed minutes confirm rate hike. New orders show strong economy. Overtime pay rule nixed. Car sales set to top record. IEA predicts gas demand peak. Amazon pilots strike. Lufthansana pilots strike. Google might pay taxes in Indonesia. Facebook has a censorship tool for China. Aloe vera gel isn’t. Financial Review by Sinclair Noe for 11-23-2016.

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Financial Review

Thus Spake Yellen

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-10-14-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: iTunes | Android | RSS…..Retail sales rebound. Consumer sentiment dips – blame the election, it is driving us crazy. PPI up. Treasury tackles earnings stripping. Janet Yellen on the grand experiment of economics and the path forward. Earnings: JPM (zero systemic problems but billions in fines), C, WFC (Ohio puts Wells Fargo on probation). A faster server. Financial Review by Sinclair Noe for 10-14-2016.

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Financial Review

We All Know How That Works

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-09-16-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: iTunes | Android | RSS  Waiting on the Fed. Rent is too high. Drugs are too expensive. CPI up. Sentiment flat. Net worth increases. AZ unemployment rate down. New iPhones. Exploding Galaxies. Deutsche Bank haggles for justice. ExxonMobil’s oil is worth the same today as 2 years ago. Wells Fargo loses billions in market cap, and something more important.   Financial Review by Sinclair Noe for 09-16-2016

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Financial Review

Progress Not Perfection

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-07-15-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: iTunes | Android | RSSAnother record, by a hair. Inflation in a disinflationary world. Retail sales up. Industrial production up. Sentiment down. Earnings recession. Herbalife not quite a Ponzi scheme. BP pays. Sheep level view. Financial Review by Sinclair Noe for 07-15-2016

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Financial Review

Work Never Ends

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-05-13-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: iTunes | Android | RSS  Retail sales inch up, PPI flat, equity outflows, earnings ugly,  crowdfunding next week, and why Americans might never retire. Financial Review by Sinclair Noe for 05-13-2016

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