Financial Review

Déjà vu

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-02-02-2017_1_.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: iTunes | Android | RSS…..Fed and BOE on hold. Productivity slows. Unemployment claims dip. WH loosens sanctions against Russian FSB (or not). FB no likes. AMZN misses. Deutsche Bank’s negative news flow. A sale at Macy’s. Shell beats Exxon. Sony cuts forecast. Hanjin sinking. Mead Johnson baby. Waymo better. Drones at airports. Watson does taxes. The Greenest Show on Grass. Financial Review by Sinclair Noe for 02-02-2017

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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: iTunes | 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

The Last Man on the Moon

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1A-01-17-2017.mp3Podcast: Play in new window | Download (Duration: 12:15 — 5.6MB)Subscribe: iTunes | Android | RSS…..King Dollar gonna kill us all. Earnings season and weak forward guidance will be punished. Forget about soft Brexit. Xi to Davos. Deutsche Bank settles. BAT tobacco behemoth. Exxon buys Texas. Saudis ready to end cuts. GM announces jobs. Hyundai announces jobs. Walmart announces jobs. Lowe’s cuts. The last man on the moon. Financial Review by Sinclair Noe for 01-17-2017

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Financial Review

StopBusters

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-12-08-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: iTunes | Android | RSS…..Dow Industrials, Dow Transports, S&P 500, Nasdaq – all close at record highs. $2 trillion rotates from bonds to equities. Fed raises rates next week.  ECB tapers today. Deutsche Bank turns on UBS, HSBC, Bank of Nova Scotia in silver rigging case. Wells Fargo – bad neighbor. ThyssenKrup hacked. Sears in death spiral. Financial Review by Sinclair Noe for 12-08-2016

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Financial Review

3Q Earnings and Political Uncertainty

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-10-10-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: iTunes | Android | RSS…..Oil up on Russian cooperation. FOMC minutes on Wednesday. 3Q earnings start tomorrow. No reason for flash crash, pound still weak. Hart and Holstrom win Nobel Economics Prize. Nuns push Wells Fargo under the bus. Mylan’s quick settlement. Chicago teachers might strike. Samsung replacements catch fire; production halted. SCOTUS considers design patents. Financial Review by Sinclair Noe for 10-10-2016

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Financial Review

Waiting for the Storm

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-10-06-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: iTunes | Android | RSS…..Unemployment benefits drop – why? Layoffs up. Freelance nation. Hurricane Matthew heads for Florida. Will anyone buy Twitter. Wal-Mart invests in e-commerce. Mylan overcharged. Theranos can’t pass the test. Deutsche Bank – still no deal. Samsung replacement phone catches fire. Airplane emissions. Uber offers free rides to the train.   Financial Review by Sinclair Noe for 10-06-2016

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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: iTunes | 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

Terminated for Ethical Behavior

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-09-29-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: iTunes | Android | RSS….. GDP revised higher; biz investment up, consumers spend; profits down again. Pending home sales down; inventory tight. Sick leave for gov contractors. Wells Fargo also screws over the military. Wells CEO goes to Washington, takes personal responsibility and blames low level employees. Deutsche Bank situation very fragile. Och-Ziff makes money the old fashioned way – bribery. An artificial pancreas. Paris Auto Show is electric. Financial Review by Sinclair Noe for 09-29-2016

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Financial Review

Your Money and Your Life

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-09-26-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: iTunes | Android | RSS  ……..Oil prices on the table in Algiers. BOJ looks at less than zero. The biggest risk – China. New home sales drop. Deutsche Bank stumbles badly. Wells Fargo Round Two. Mylan skips over inversion. Takata looks to BK. Traffic HERE. Financial Review by Sinclair Noe for 09-26-2016

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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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