Financial Review

Sunshine Clean

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-08-17-2018.mp3Podcast: Play in new window | Download (Duration: 12:59 — 7.4MB)Subscribe: Apple Podcasts | Android | RSS…Talk of trade talks. Copper – the canary in the coal mine. Consumer sentiment slips. Short-termitis in earnings reports. Corporate governance. Financial Review by Sinclair Noe for 08-17-2018

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Financial Review

Friday the 13th

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-07-13-2018.mp3Podcast: Play in new window | Download (Duration: 13:14 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Nasdaq record; S&P tops 2800. JPMorgan, Citi, and Wells Fargo post earning: good, bad, ugly. Amazon eyes networking; next week – Prime. Mueller indicts 12 Russian officers, days before Trump-Putin summit. Financial Review by Sinclair Noe for 07-13-2018

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Financial Review

Into the Weekend

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-05-25-2018.mp3Podcast: Play in new window | Download (Duration: 13:05 — 7.5MB)Subscribe: Apple Podcasts | Android | RSS…Stocks slip again, but up for the week. Oil down. Trade war bluster. EU GDPR – Alexa, is that a good idea? No cruising in the Chrysler. Financial Review by Sinclair Noe for 05-25-2018

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Financial Review

Ten Years On

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-03-16-2018.mp3Podcast: Play in new window | Download (Duration: 12:59 — 7.4MB)Subscribe: Apple Podcasts | Android | RSS…Industrial production up. Construction down. Consumer sentiment high. Jobs plentiful. Waiting on the Fed. Bracing for tariffs. Infrastructure hacks. AT&T-Time Warner court date. Wells Fargo, again. Anniversary of Bear Stearns collapse. Financial Review by Sinclair Noe for 03-16-2018

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Financial Review

What Will Happen Next

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-02-16-2018.mp3Podcast: Play in new window | Download (Duration: 12:45 — 7.3MB)Subscribe: Apple Podcasts | Android | RSS…Indictments…. Financial Review by Sinclair Noe for 02-16-2018

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Financial Review

Ticking Away

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-01-19-2018.mp3Podcast: Play in new window | Download (Duration: 12:45 — 7.3MB)Subscribe: Apple Podcasts | Android | RSS….Trump’s first year in stocks, good but not great. Waiting on the government shutdown – what to expect. 10-year yields at 4 year high. Consumer sentiment drops. Amazon hikes for prime. General Electric demotion. IEA says US is now a petrostate. SEC wary of bitcoin. Financial Review by Sinclair Noe for 01-19-2018

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Financial Review

Thank You

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-11-10-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Stocks slip for the week. Focus on tax cuts but the devil is in the details. Oil drops. Consumer sentiment up. 3 men v. 160 million. Baba’s Singles’ Day. Earnings. Veterans Day tomorrow – thank you. Financial Review by Sinclair Noe for 11-10-2017

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Financial Review

Pottery Barn Rules

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-10-13-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS….Nasdaq record high. Trump tries to undermine ACA by stopping cost-sharing reductions. Trump decertifies Iran deal. CPI up. COLA will be 2%. Retail sales up. Consumer confidence up. BAC beats. WFC misses. The last Flight 666 to HEL. Financial Review by Sinclair Noe for 10-13-2017

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Financial Review

Complacency Abounds

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-07-14-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Dow, S&P, Russell close at record highs. Retail sales fell in June. CPI shows inflation flatline. Industrial production up. Consumer sentiment is strong now but the future sucks. Big 3 banks report earnings, topping profit estimates and dropping on the news. Waiting on a health care bill Financial Review by Sinclair Noe for 07-14-2017

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Financial Review

Halftime

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-06-30-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Stock wrap for the day, month, quarter and first half – mainly higher. Wheat wins. Dollar down. Oil down. Buffett wins again. Consumer spending up. Sentiment down. Illinois teeters on junk. Send in the ATF. Happy 4th. Financial Review by Sinclair Noe for 06-30-2017

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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: Apple Podcasts | 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: Apple Podcasts | 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: Apple Podcasts | 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: Apple Podcasts | 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: Apple Podcasts | 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: Apple Podcasts | 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: Apple Podcasts | 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: Apple Podcasts | 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: Apple Podcasts | 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: Apple Podcasts | 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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