Financial Review

What Wall?

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-07-11-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Stocks fall. Trade war heats up. NATO summit – what wall? Senators flake. Oil tumbles – pick a reason. PPI up. Comcast counters. Financial Review by Sinclair Noe for 07-11-2018

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Financial Review

A New Record for Record Highs

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-12-28-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS….Dow and S&P hit record highs, again. Copper 4-year high. Oil up. North Korea caught red handed. South Korea clamps down on bitcoin. A shift in the Senate. A very bad weather year. Looking for loopholes in the tax plan…. Financial Review by Sinclair Noe for 12-28-2017

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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

Decision Day

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-07-26-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Major stock indexes hit all-time highs, again. Fed holds steady. Senate votes and votes, again. Trump v. Transgendered. New home sales up. Copper squeeze. Facebook ubiquitous. Boeing flying high. UK electric. Financial Review by Sinclair Noe for 07-26-2017

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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

Broken PROMESA

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-05-03-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Fed holds steady. ADP counts 177k private jobs. ISM non-manufacturing index up. Puerto Rico announces biggest ever bankruptcy (sort of) in muni bond history. Health care hangs on a speck of dust. Home prices have not recovered. Facebook is everywhere, even where it shouldn’t be. Tesla – the great American car company. Twilio trips. Copper drops. Writers reach a deal. 4XETF because. Google Docs – don’t Financial Review by Sinclair Noe for 05-03-2017

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Financial Review

First Do No Harm

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-09-17-2015.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSSFinancial Review by Sinclair Noe for 09-17-2015 DOW – 65 = 16,674 SPX – 5 = 1990 NAS + 4 = 4893 10 YR YLD – .08 = 2.22% OIL – .25 = 46.90 GOLD + 11.80 = 1132.00 SILV + .21 = 15.24   The Fed will raise rates someday, just not today. The FOMC issued their statement today, and they left interest rates unchanged, again. The biggest change in the wording dealt with international markets, saying: “Recent global economic and financial developments may restrain economic activity somewhat and are likely to put further downward pressure on inflation in the near term.”   The statement also included this new line: “The Committee continues to see the risks to the outlook for economic activity and the labor market as nearly balanced, but is monitoring developments abroad.” You may recall that China was also frequently referenced in the Beige Book published a couple of weeks ago in preparation for this FOMC meeting.   The Fed also released their economic projections and they seem to be forecasting more of the same: GDP just over 2% for 2015, the unemployment rate finishing the year at 5%, inflation still significantly short of their target, and the outlook for a rate hike before the end of the year. But don’t bet on it; this Fed might never get off the Schneid. There will be growing pressure for a rate hike, …

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Financial Review

To Hike or Not To Hike

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-09-11-2015.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSSFinancial Review by Sinclair Noe for 09-11-2015   DOW + 102 = 16,433 SPX + 8 = 1961 NAS + 26 = 4822 10 YR YLD – .04 = 2.18% OIL – 1.12 = 44.80 GOLD – 3.70 – 1108.20 SILV – .13 = 14.68   The S&P 500 index was up 2.1% for the week, the best weekly gains since July.  The Dow was up 2.1% for the week, and the Nasdaq gained 3%.   The Senate has blocked an anti-Iran deal resolution. Senate Democrats successfully fended off an effort by the Republican-led Congress to dismantle the Iran deal with a disapproval resolution. While the Senate killing the resolution should mean that Congress’s bid to undo the deal is over, the House is fighting on with several bills aimed at expressing their disapproval. There’s even talk of filing lawsuits against the president.   Russia is calling for Washington to restart direct military-to-military cooperation to avert “unintended incidents” near Syria, at a time when U.S. officials say Moscow is building up forces to protect President Bashar al-Assad’s government. The U.S. is leading a campaign of air strikes against ISIS fighters in Syrian air space, and a greater Russian presence would raise the prospect of the Cold War superpower foes encountering each other on the battlefield. Both Moscow and Washington say their enemy is ISIS, but Russia supports the government of Assad, while the U.S. …

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Uncategorized

Wednesday, March 12, 2014 – The Next 25 Years

The Next 25 Years by Sinclair Noe DOW – 11 = 16,340SPX + 0.57 = 1868NAS + 16 = 432310 YR YLD – .04 = 2.72%OIL – 1.96 = 98.07GOLD + 17.70 = 1368.20SILV + .43 = 21.42 Let’s run through some of the economic and business news and then we’ll get to today’s anniversary. Stocks were flat. People are still trying to make heads or tails of this mixed up world. The situation in Ukraine is not improving. The EU agreed a framework for its first sanctions on Russia since the Cold War. Protesters battled soldiers in the streets of Caracas, Venezuela; two more protesters were shot; dozens were injured. Riot police clashed with demonstrators in several Turkish cities for a second day as mourners buried a teenager wounded in protests last summer. The Senate Banking Committee announced an agreement on legislation to wind down the government-owned mortgage financiers Fannie Mae and Freddie Mac. Share price cratered. Herbalife says the Federal Trade Commission has opened an inquiry into the company. The FTC confirms the inquiry, but not the nature of the inquiry. Share price cratered. Copper prices dropped to the lowest level in almost 4 years; this goes back to China, and is a canary in the coal mine for industrial demand. China is one of the metal’s biggest customers and there has been recent poor trade data out of China. Two Chinese solar companies have defaulted in the past week. The general risk from here is that this …

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Tuesday, April 02, 2013 – Correlation and Divergence

Mark your Calendar, April 5 & 6 and make your reservations for the 2013 Wealth Protection Conference in Tempe, AZ. For conference information visit www.buysilvernow.comor click hereor call 480-820-5877. This year’s conference features Roger Weigand, Nathan Liles, David Smith, Mark Liebovit, Arch Crawford, Ian McAvity, Bill Tatro, and I will speak on Friday. There is an expanded Q&A session with all speakers on Saturday. I hope you can attend. Correlation and Divergence by Sinclair Noe DOW + 89 = 14,662SPX + 8 = 1570NAS + 15 = 325410 YR YLD + .02 = 1.86%OIL – .16 = 96.91GOLD – 23.20 = 1577.20SILV – .76 = 27.36 Yesterday I told you the big economic report this week will be the jobs report on Friday. Many people like to discount the jobs report, claiming it doesn’t give a thorough picture of the labor market; and there is some validity to this complaint. The Philly Fed has produced a slightly more comprehensive report, known as the Coincident Index; this measures  four variables (nonfarm payroll employment, average hours worked in manufacturing, the unemployment rate, and real wage and salaries) wrapped into one index, designed so that it roughly reflects gross domestic product growth. Nationally, the Philadelphia Fed’s coincident index rose 0.3% in February for a 2.8% year-on-year gain. They also provide state by state breakdown. Alabama, Illinois, and New Mexico saw declines in the February report; 45 states notched advances. With the stock market, or at least the Dow Industrials and Transports, and the …

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