Financial Review

Maalox Friday

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-02-09-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Stocks bounce at the end of a very bad week. Another (short) government shutdown. Winners and losers Financial Review by Sinclair Noe for 02-09-2018

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Financial Review

Black Thursday

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-02-08-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…. Another crash, Dow down 1,032. This is turning into a real problem. Markets are panicky. Fear over inflation and higher rates, and maybe a currency war with China. Also, waiting on a budget deal. Meanwhile, we found a few (long) winners. … Financial Review by Sinclair Noe for 02-08-2018

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Financial Review

Da’ Bomb

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-01-03-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS….Record highs for Dow, S&P, Nasdaq, and Russell 2K. Fed minutes. Manufacturing win-win. Construction spending up. Car sales. Crude hits $61. Bombogenesis…. Financial Review by Sinclair Noe for 01-03-2018

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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

Quads

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-07-19-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Dow, S&P, Nasdaq and Russell all close at record highs. Passive investors continue to add money. Big money pros still act skittish. Earnings looking good for now. CBO scores repeal only and it is ugly. House tries a reset with the budget. Financial Review by Sinclair Noe for 07-19-2017

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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

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Financial Review

Halftime

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-06-30-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Stock wrap for the day, month, quarter and first half – mainly higher. Wheat wins. Dollar down. Oil down. Buffett wins again. Consumer spending up. Sentiment down. Illinois teeters on junk. Send in the ATF. Happy 4th. Financial Review by Sinclair Noe for 06-30-2017

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Financial Review

Computer Says

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-06-13-2017.mp3Podcast: Play in new window | Download (Duration: 13:16 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Dow, S&P, and Russell hit record highs. Computers have taken over stocks. Wholesale inflation flat. Home prices pop. NFIB small biz optimism flat. CFO optimism wanes. Waiting on the Fed. Mr. Sessions in the briar patch. Russian cyberattack was bigger than thought. Financial Review by Sinclair Noe for 06-13-2017

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Financial Review

Like a Bird on a Wire

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-11-11-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSS…..Dow record high. Commodities, financials up. Bonds, tech and emerging markets down. Fed jawbones for higher rates. Trump transition takes shape. Trumpcare takes shape vaguely. Happy Singles Day. App judgment. Super moon rising. Veterans Day thanks. Financial Review by Sinclair Noe for 11-11-2016

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Financial Review

The Last Jobs Report of 2015

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-01-08-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSSFinancial Review by Sinclair Noe for 01-08-2015 DOW – 167 = 16,346 SPX – 21 = 1922 NAS – 45 = 4643 10 Y – .02 = 2.13% OIL – .34 = 32.93 GOLD – 4.60 = 1105.60   The economy added 292,000 new jobs in December, much higher than estimates of 205,000 to 215,000. The unemployment rate was unchanged at 5.0%. The October and November reports were revised higher to show an additional 50,000 new jobs. In the final three months of 2015, the U.S. added an average of 284,000 jobs. That’s the fastest pace in almost a year. For the past year the economy added 2.7 million jobs. In 2014 the economy added 3.1 million jobs; that’s the best 2 years for job growth since the late 1990s. The economy has added jobs for 70 consecutive months; right at 14 million jobs during that time.  Over the past year the unemployment rate has dropped from 5.7% to the current 5%.   Hiring in December was led by professional firms. They added 73,000 jobs, though almost half were temporary. Construction companies added 45,000 new workers (but that might be more a sign of mild winter weather across much of the country in December, rather than a big upsurge in construction). Over the year, construction added 263,000 jobs, compared with a gain of 338,000 jobs in 2014. Health care employment rose by 39,000, with most …

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