Financial Review

Feb. 13, 2019 – Links

Feb. 13, 2019 – Links What we are reading today:

READ MORE →
Financial Review

Inflation, Apple, Brexit

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-11-14-2018.mp3Podcast: Play in new window | Download (Duration: 13:09 — 7.5MB)Subscribe: Apple Podcasts | Android | RSS…CPI inflation gauge jumps. Apple for the bear. PM May has a Brexit deal nobody likes. PG&E’s fire problem. Wells Fargo has a puffery problem. Financial Review  by Sinclair Noe for 11-14-2018

READ MORE →
Financial Review

Crash Continued

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-10-11-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Stocks fall off the cliff in afternoon trade. Blame it on the loco Fed. Banks kick off earnings tomorrow. CPI inflation inches higher – COLA higher. Financial Review by Sinclair Noe for 10-11-2018

READ MORE →
Financial Review

Hurricane Truth

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-09-132-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…CPI in a sweet spot. Fed will still hike rates. Spending bill might avert shutdown. China-US trade talks: no guarantees. Emerging markets still warrant attention. Trump’s Maria lie. Hurricane Flo arrives. Hurricanes do not stimulate the economy. Financial Review by Sinclair Noe for 09-13-2018

READ MORE →
Financial Review

Catch a Falling Star

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-08-10-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Turkey v. US. Turkey stumbles, raising contagion concerns. CPI inflation picks up, wages stagnate. US deficit balloons. Puerto Rico death toll much higher than reported. California wildfires worst ever. Catch a falling star. Financial Review by Sinclair Noe for 08-10-2018

READ MORE →
Financial Review

Did It Again

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-07-12-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Nasdaq new high. China-US might talk. Powell concerned. CPI inches up; we have inflation. Housing inventory thaws. Broadcom bombs. AT&T-Time Warner appeal. Oops, Papa John did it again. Financial Review by Sinclair Noe for 07-12-2018

READ MORE →
Financial Review

Six Straight

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-05-10-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Stocks higher again. North Korea releases prisoners; summit planned. Israel and Iran. CPI inches higher – inflation is mild except for stuff you actually need. Earnings looking good. Google infuses AI into old apps. Financial Review by Sinclair Noe for 05-10-2018

READ MORE →
Financial Review

Whiplash

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-04-11-2018.mp3Podcast: Play in new window | Download (Duration: 13:16 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Fed minutes point to more rate hikes. CPI inflation heats up a little. Tweets fly, volatility rules. Gas prices rise with Middle East tensions. Facebook and your lack of privacy. Ryan retiring. Boehner goes green. Payday lenders v. CFPB. Financial Review by Sinclair Noe for 04-11-2018

READ MORE →
Financial Review

Turnaround and Turmoil

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-03-13-2018.mp3Podcast: Play in new window | Download (Duration: 13:00 — 7.4MB)Subscribe: Apple Podcasts | Android | RSS…Rexit. Qualcomm-Broadcom toast. CPI mild. UK v. Russia. Tech slips. Home prices higher. VW goes electric. Financial Review by Sinclair Noe for 03-13-2018

READ MORE →
Financial Review

Chips and Salsa

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-03-12-2018.mp3Podcast: Play in new window | Download (Duration: 12:59 — 7.4MB)Subscribe: Apple Podcasts | Android | RSS…Nasdaq hits a record. Dow drops. Tech-chips lead the way. Broadcom-Qualcomm-Intel. Federal deficit grows. Waiting on inflation. Yahoo hack implications. Goldman succession. Dropbox IPO a go. Aramco IPO on hold Financial Review by Sinclair Noe for 03-12-2018

READ MORE →
Financial Review

What Inflation?

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-02-14-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS….Stocks post 4th day of gains. CPI shows inflation up 0.5%, yawn. Retail sales slip. Chipotle hot again. Cisco has revenue again. Fannie Mae in the red again. Uber, Buffett, Apple. SpaceX wants to launch broadband satellites. Financial Review by Sinclair Noe for 02-14-2018

READ MORE →
Financial Review

S**t for Brains

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-01-12-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS….Record highs on Wall Street. CPI up. Hints of inflation. Fed on course. Retail was strong. JPM and WFC report strong earnings. NYC sues big oil. Facebook changes algorithms. Another new low for Trump. Financial Review by Sinclair Noe for 01-12-2018

READ MORE →
Financial Review

Roll a Grenade onto the Dance Floor

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-11-15-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Dow, S&P, and Nasdaq go red for November. Individual tax breaks may be temporary. Skinny repeal might blow up tax bill. First GOP tax defector. Retail sales slow. CPI Inflation rises. Earnings …Financial Review by Sinclair Noe for 11-15-2017

READ MORE →
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

READ MORE →
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

READ MORE →
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

READ MORE →
Financial Review

Fed Day

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-03-15-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..FOMC raises rates; very expected; not hawkish. CPI inches higher. Retail sales slow. Business inventories rise. Twitter hacked. Dutch Trump loses. MIT rewards rules breakers. Financial Review by Sinclair Noe for 03-15-2017

READ MORE →
Financial Review

5 Straight

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-02-15-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Record highs, again for Dow, S&P, Nasdaq, and Russell.  CPI up on higher gas; + 2.5% over past year. Strong retail sales in January. Empire State MFG report strong. Yellen goes before the House. Retailers meet Trump, oppose border adjustment tax. Humana pulls out of ACA. Puzder pulls out of labor bid. Bebe won’t pull out of settlements. Time Warner votes “yes”. SoftBank buys FIG. Verizon wants a new deal. Financial Review by Sinclair Noe for 02-15-2017

READ MORE →
Financial Review

Mind the Gap

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-01-18-2017.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSS…..Stocks trade in very narrow range. CPI at 2.1%; the rent’s too high. The Fed talks rate increase. Beige Book optimism. BIS says QE doesn’t help Main Street – duh. HSBC, Paris. JPMorgan targeted minorities and women – 2 suits. American Airlines launches Sub-Cattle Class. Essilor buys Luxottica. Target misses. Navient bad news for student loans. Bookies on the inaugural speech. 2016 the hottest year ever, again. Financial Review by Sinclair Noe for 01-18-20017

READ MORE →
Financial Review

Relatively Soon

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-11-17-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSS…..CPI shows inflation. Jobless claims plummet. AZ unemployment dips. Yellen says rate hike relatively soon. The Minneapolis Plan to avoid another bank bailout and break up the big banks (that’s a bonus). Abe in search of a transition team. Tesla-Solar City – done deal. SpaceX satellite plan. Citi Australia goes cashless. JPMorgan’s Chinese bribe. Wells Fargo loses customers. Valeant-Philidor execs arrested. Ford in India. Financial Review by Sinclair Noe for 11-17-2016

READ MORE →