Financial Review

21st Day of September

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-09-21-2018.mp3Podcast: Play in new window | Download (Duration: 12:59 — 7.4MB)Subscribe: Apple Podcasts | Android | RSS…Another record close for the Dow. Quad witch and rebalancing. Waiting on the Fed. China trade war kicks into gear on Monday; retailers write letters. NAFTA? Bid for Sky. Financial Review by Sinclair Noe for 09-21-2018 DOW + 86 = 26,743

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Financial Review

Davos Populism

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-01-26-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Record highs for Dow, S&P, and Nasdaq. 4Q GDP at 2.6%; economy grew 2.3% for 2017. Dec. durable goods up 2.9%. Trump floats America First in Davos. Dollar continues to crater. States sue over SALT. The final days of Sears? Bombardier ok. Financial Review by Sinclair Noe for 01-26-2018

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Financial Review

26K

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-01-17-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS….Stock indices hit records. Dow 26k. Beige Book hints at inflation. Goldman trading slips. BofA better than expected. A mysterious “single client”. Apple brings cash home. Bitcoin breaks $10,000. Financial Review by Sinclair Noe for 01-17-2018

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Financial Review

More Records

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-01-11-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS….Record highs for Dow, S&P 500, Nasdaq, Russell. Producer prices fall in Dec. DACA deal dead. Walmart breaks the bank to $11 an hour plus bonus, closes 63 Sam’s Clubs. South Korea cracks down on cryptocurrency. Financial Review by Sinclair Noe for 01-11-2018

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Financial Review

Happy Time Vibe

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-12-04-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS….Dow record but off intraday highs. Broader market slides. Tax plan moves to reconciliation. Shutdown pushed back. CVS Aetna deal biggest of the year. Financial Review by Sinclair Noe for 12-04-2017

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Financial Review

9 Months

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-10-20-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Dow, S&P, and Nasdaq records. Senate votes on budget reconciliation. Checking performance at the 9 month mark. Home sales up. AZ unemployment down. Enjoy the shooting stars. Financial Review by Sinclair Noe for 10-20-2017

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Financial Review

Solid 23K

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-10-18-2017.mp3Podcast: Play in new window | Download (Duration: 13:16 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS….Record highs for Dow, S&P and Nasdaq. Senate closer to reconciliation. Mnuchin Rule is shot. Bipartisan ACA fix is killed. Earnings season. Rio Tinto fraud. Beige Book remains moderate and modest. Financial Review by Sinclair Noe for 10-18-2017

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Financial Review

23K(ish)

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-10-17-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Dow and S&P record high closes. A short-term deal on ACA. NAFTA talks fail. Travel ban blocked. Morgan Stanley and Goldman report. IBM declining-revenue streak continues. Netflix the new movie giant. Volvo v. Tesla. Financial Review by Sinclair Noe for 10-17-2017

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Financial Review

Wipe Out

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-10-04-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..More records for Dow, S&P and Nasdaq. ISM soars. ADP snores. Trump’s wipe out flushes muni bonds. Catalan gone? Equifax, Richard Smith, Gus, Sam, Rich Uncle Pennybags. Getting Googley. Solar shines. Louis Vitton parody. Financial Review by Sinclair Noe for 10-04-2017

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Financial Review

Bull About Nothing

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-09-14-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS….Dow record again. Tax reform details – not now. DACA deal or not. Oil pushes against resistance. CPI shows inflation – really. AZ unemployment dips with government jobs added. Motel 6 – they’ll shine a light on you. Equifax outrage. Financial Review by Sinclair Noe for 09-14-2017

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Financial Review

Number 9

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-08-07-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS….Another Dow record, #9. Goldman says unemployment rate could hit 3.8%. Consumer credit hits a new high. Merger Monday. Earnings news roundup. How your phone measures. Financial Review by Sinclair Noe for 08-07-2017

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Financial Review

Seven Straight

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-08-03-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Another record close for Dow, #7 – most people are not participating. Waiting on jobs report. Mixed earnings reports: Teva slammed. Tesla slams shorts. Mueller’s grand jury. Insurers flee. The Dead Zone in the Gulf. Financial Review by Sinclair Noe for 08-03-2017

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Financial Review

22k Day

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-08-02-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Dow closes above 22,000. Apple lifts the markets. Dollar at support. How a weak dollar helps some companies. Watching the debt ceiling. Trump signs Russian sanctions. Tesla cash burn, but better than expected. Financial Review by Sinclair Noe for 08-02-2017

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Financial Review

State of Emergency

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-08-01-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Another Dow record high. Apple sweet. ISM manufacturing slips. Car sales slumber. Consumer spending and inflation flat. Sully opposes air traffic control privatization. The Opioid Crisis – a national emergency. Financial Review by Sinclair Noe for 08-01-2017

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Financial Review

End of an Era

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-07-31-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Dow hits another record. July was good for Wall Street, great for oil, bad for the dollar. Pending home sales rise. Lending standards tighten up. Scaramucci out after 10 days. Next – tax reform. Venezuela sanctions. Joe Arpaio in pink boxers. Tesla Model 3 hits the streets. Financial Review by Sinclair Noe for 07-31-2017

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Financial Review

Doves Fly

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-07-12-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Dow record high. Yellen says rates won’t have to rise all that much further. Bonds also move higher. Emerging markets also move higher. Beige Book sounds more upbeat. Bank of Canada boosts rates. Mortgage apps fall. Google wins case in France. Lula guilty in Brazil. Financial Review by Sinclair Noe for 07-12-2017

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Financial Review

Milk and Cookies

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 and S&P close at record highs. Kroger’s dead cat bounce. Blue Apron’s Road(kill)show. SCOTUS on social media, gerrymandering, and nasty trademarks. Silicon Valley visits Washington. Macron at Paris Air Show. CenturyLink goes class action. Fantasy merger falters. Financial Review by Sinclair Noe for 06-19-2017

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Financial Review

Not Known for Patience

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-06-09-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Dow record close. Nasdaq falls hard. Mega-tech mauled. Fed next week. Trump wants to testify, under oath. Qatar confusion. Markets won’t always be patient. Brits hung Parliament. Brazil judges split but lean for Temer. Financial Review by Sinclair Noe for 06-09-2017

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Financial Review

Shut Up

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-02-24-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Dow record in the final seconds. Trump blasts fake news at CPAC. Spicer blocks news media at White House. Oil investors go way long on backwardation. Saudi Aramco overvalued. Exxon calls for carbon tax. Sessions brings back private prisons. JC Penney will shut down more stores. Waymo sues Uber. Financial Review by Sinclair Noe for 02-24-2017

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Financial Review

When Others Are Greedy

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-02-16-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Another Dow record, barely. What’s sparking the rally. It’s a mess, except it isn’t. Optimism abounds. Fed sees strengthening economy. Philly Fed Mfg Survey at 33 year high. Housing starts down but permits up. Jobless claims still look strong. $16 billion for an app – Snap. Oil higher. OPEC is cutting but US is exporting. Biggest coal plant in the west slated to close.   Financial Review by Sinclair Noe for 02-16-2017

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