Financial Review

Passable?

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-11-09-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Senate unveils a tax plan. Is it passable? Junk bonds stumble. Earnings parade: DIS, M, JWN, KSS, ROKU, NVDA, DISH. It’s going to hit us. Financial Review by Sinclair Noe for 11-09-2017

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Financial Review

Merger Monday

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-11-06-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Broadcomm-Qualcomm? T-Mobile-Sprint-nope. Disney-21st Century Fox? Intel-AMD – just working together. Bad news for the tax plan – it has been analyzed. Saudi purge. Financial Review by Sinclair Noe for 11-06-2017

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Financial Review

Getting Warmer

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-08-08-2017.mp3Podcast: Play in new window | Download (Duration: 13:16 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Trump threatens fire and fury on N. Korea. Climate change is real and it has been leaked to the Times. JOLT shows record high job openings. But it takes 2 jobs. Small biz optimism. Home prices higher. CVS suits. Mayo Phx #20. Perseid on the way Financial Review by Sinclair Noe for 08-08-2017

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Financial Review

A Tale of Two Markets

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-05-16-2017.mp3Podcast: Play in new window | Download (Duration: 13:16 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Record high for Nasdaq. Markets look past White House dysfunction. Tech and everything else. China is a worry. Housing starts tick down. Industrial production picks up. Ford – job cuts are number one. Home Depot beats on earnings but the rest of retail sucks. Cyber-attack blame game. Pirates of the box office.   Financial Review by Sinclair Noe for 05-16-2017

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Financial Review

You’re Fired

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-05-09-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Comey fired. All calm on the Wall Street front – too calm. Fedspeak: some economic indicators are flashing yellow; beware Fannie and Freddie. New Moon rising in South Korea. Earnings update. Spirit in a fight with pilots and customers. Financial Review by Sinclair Noe for 05-09-2017

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Financial Review

Split

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-02-07-2017.mp3Podcast: Play in new window | Download (Duration: 13:16 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Nasdaq record high close. Dollar gains. Greece on the edge of… China’s reserve slip. US trade deficit grows. US consumer credit inches up. CoreLogic home price index jumps. JOLT survey – openings flat, quits down. Betsy Devos confirmed. Army goes ahead with Dakota Access Pipeline. A gift for big oil. 9th Circuit hears arguments for travel ban. Oil prices down. GM workers finally catch a break. Apple number one in phone sales. Financial Review by Sinclair Noe for 02-07-2017

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Financial Review

A High Point

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-08-09-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSSNasdaq record close. Oil down. Productivity down but we don’t know why, or maybe we do. Honeywell in talks for JDA Software. AI unicorns. Earnings roundup. Shooting stars. Financial Review by Sinclair Noe for 08-09-2016

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Financial Review

More on the Panama Papers

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-04-05-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSSISM report, JOLT survey, trade deficit, home prices – plus the Panama Papers claims its first PM.

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Financial Review

CoCo Pop

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-02-09-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSSFinancial Review by Sinclair Noe for 02-09-2016 DOW – 12 = 16,014 SPX – 1 = 1852 NAS – 14 = 4268 10 Y – .01 = 1.73% OIL – 1.41 = 28.28 GOLD – .20 = 1189.80   Japanese stocks crashed 5.4%, making for the biggest daily drop since June 2013. The sell-off has the Nikkei hovering near a 16-month low.

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Financial Review

Summer Stall

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-08-04-2015.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSSFinancial Review By Sinclair Noe DOW – 47 = 17,550 SPX – 4 = 2093 NAS – 9 = 5105 10 YR YLD + .06 = 2.21% OIL + .80 = 45.97 GOLD + 1.40 = 1088.50 SILV + .08 = 14.68   Corelogic reports home prices rose 1.7% in June, and nationwide home prices including distressed sales, increased by 6.5% over the past 12 months. Fifteen states and the District of Columbia were the strongest since the series began in 1976. Only four states – Massachusetts, Connecticut, Louisiana and Mississippi – saw year-over-year declines.   Orders for goods produced in US factories rose 1.8% in June. Orders for durable goods, products meant to last at least three years, advanced 3.4% in June. Orders for nondurable goods edged up 0.4%.Factory activity has been stymied by a strong dollar and spending cuts in the energy sector after last year’s sharp plunge in crude oil prices. Tepid global demand also has weighed on manufacturing, which accounts for about 12 percent of the domestic economy.   Greece expects to wrap up its bailout deal with international creditors by Aug. 18, with the drafting of the agreement to begin Wednesday. The ongoing talks are reaching the end of the first phase, with the second phase to include the details of the final deal. The Greek stock market reopened yesterday, after being shut down for 5 weeks; yesterday the Athens Stock Exchange index …

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