Financial Review

91 Days

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-02-22-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Another Dow record. Fed minutes show rate hike “fairly soon”. Existing home sales jump. Shortage of construction workers. Fannie and Freddie must pay government, not shareholders. Facebook plays ball. First Solar beats. Verizon tests 5G. UPS tests drones. Amazon Bigthanks. Financial Review by Sinclair Noe for 02-22-2017

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Financial Review

7 Straight

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-08-02-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSSDow down 7 straight. Oil under $40. Consumers spend more, save less. Home prices higher. Japan tries more stimulus. Auto sales slip. Biogen deal? Euro banks crushed again. Miami travel alert. Drones rule. Financial Review by Sinclair Noe for 08-02-2016

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Financial Review

Ms. Yellen Goes to Washington

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-06-21-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSSFed chair Yellen testifies on Capitol Hill. Brexit countdown and odds. Clash of Clans cashes in. Brazil’s biggest bankruptcy, say Oi. Drone rules. Drugs and doctors. PG&E to close Diablo Canyon. Financial Review by Sinclair Noe for 06-21-2016

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Financial Review

Up, Up and Away or Stay

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-06-20-2016.mp3Podcast: Play in new window | Download (Duration: 13:17 — 6.1MB)Subscribe: Apple Podcasts | Android | RSSCountdown to Brexit. IEX new exchange. Yellen goes to Congress. Facebook shareholder meeting. GE Digital stands alone. China has more supercomputers. Ex-VW CEO under investigation. Costco switches. SCOTUS reject challenges to assault weapon ban. Congress rejects gun control proposals. SCOTUS stands behind RJR. Financial Review by Sinclair Noe for 06-20-2016

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Financial Review

Wide-Ranging

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-06-02-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSSS&P 2100. ECB 0%. OPEC no change. American death rate up. CFPB cracks down on payday usury. Wide-ranging billionaires. The rise of the drones. And patents galore. Financial Review by Sinclair Noe for 06-02-2016

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Financial Review

ECB Day

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-04-21-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSSECB holds on to ultra-loose policy, earnings season, strange moves in commodities, VW will pay for un-clean diesel, nobody invests anymore. Financial Review by Sinclair Noe for 04-21-2016

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Financial Review

Solid Guesses

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-07-29-2015.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSSFinancial Review by Sinclair Noe DOW + 121 = 17,751 SPX + 15 = 2108 NAS + 22 = 5111 10 YR YLD + .03 = 2.28% OIL + .91 = 48.89 GOLD + 1.20 = 1097.70 SILV + .13 = 14.91   The Federal Reserve FOMC meeting wrapped up earlier today. They issued a statement but there was no press conference. The Fed did not change monetary policy; no surprise, nobody expected a change from this meeting. The next FOMC meeting is in September and we might see changes then, or maybe December. There really weren’t many clues in the statement. There were a few subtle changes in wording of the statement; specifically on jobs, the Fed said: “The labor market continued to improve, with solid job gains and declining unemployment. On balance, a range of labor market indicators suggests that underutilization of labor resources has diminished since early this year.” “Solid job gains” is a fairly strong phrase for the Fed. No indication of slack in the labor market.   The actual decision to raise rates will come when the Fed sees “some” further improvement in the labor market. The word “some” was new. What does “some” mean? You can give it whatever meaning you want but I think it means the labor market is headed in the right direction and as long as it stays on the tracks and continues to …

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Financial Review

Friday, June 27, 2014 – Biscuits on the Table

Biscuits on the Table by Sinclair Noe   DOW + 5 = 16,851 SPX + 3 = 1960 NAS + 18 = 4397 10 YR YLD  + .01 = 2.53% OIL – .10 = 105.74 GOLD – 1.80 = 1316.10 SILV – .25 = 20.97   The major stock indices traded lower for most of the day, and only in the final minutes turned to positive territory. For the week, the Dow slipped 0.6 percent and the S&P 500 declined 0.1 percent, while the Nasdaq gained 0.7 percent. Volume spike today as the Russell Indices were reconstituted.   The Russell Indices are compiled by Russell Investments. The Russell 3000 is an index of the 3000 largest stocks in the US. The Russell 2000 is the 2000 smallest stocks in the Russell 3000. Once a year, the Russell indices are reconstituted, to reflect changes such as acquisitions, bankruptcies, or just changes in the size of the companies listed in the index. The reconstitution probably explains the increase in volume and the last minute increase in prices today.   Some things we need to know heading into the weekend; including Ukraine, Iraq, and Argentina. We’ll start with the situation in Ukraine. The European Union signed a free-trade pact with Ukraine today and warned it could impose more sanctions on Moscow unless pro-Russian rebels act to wind down the crisis in the east of the country by Monday. Georgia and Moldova signed similar deals, holding out the prospect of deep economic integration and …

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