Financial Review

Ain’t That a Shame

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-10-25-2017.mp3Podcast: Play in new window | Download (Duration: 13:16 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Stocks fall on weak earnings. Durable goods orders up. New home sales pop. ECB meets tomorrow. Budget vote tomorrow on Capitol Hill, maybe. CBO scores on CSRs show it would pay to save ACA. Late night vote nullifies end of forced arbitration. Financial Review by Sinclair Noe for 10-25-2017

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Financial Review

Aggressive Spacing and Large Fonts

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-09-27-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Russell 2000 record. Tax plan unveiled, minus details. Treasuries slammed. Durable goods orders jump. Commerce slaps duties on Bombardier. Fewer contracts on homes. Sonic hack. Amazon has new stuff. Google turns 19. Financial Review by Sinclair Noe for 09-27-2017

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Financial Review

Scored

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-06-26-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS….Quiet on Wall Street. CBO scores Senate healthcare bill; 22 million will lose insurance. SCOTUS: upholds most of Trump travel ban for now and will rule in October; will consider whistleblower states; will consider gay wedding cakes; ruled on gay couples being named on birth certificates; ruled on taxpayer grants for church playgrounds; declined a challenge to limits on carrying guns in public. Durable goods orders dip. ISIS hacks state computers. Financial Review by Sinclair Noe for 06-26-2017

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Financial Review

Scotch and Cigarettes

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-03-24-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..After 7 years, move on. Obamacare repeal is dead. Capital goods dip. Durable goods up. Oil down. All drill, no frack. Keystone XL approved; full employment for lawyers. Euro banks need to work on living wills. KfW $5.4 billion oops. Financial Review by Sinclair Noe for 03-24-2017

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Financial Review

Boxcars

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-02-27-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Twelve consecutive record high closes for the Dow. Mr. Trump goes to Congress and he has a budget; more on defense, less discretionary; no change to Social Security and Medicare; repeal Obamacare. Warrant Buffett’s annual shareholder letter paints a rosy picture of the economy and stocks, but blasts hedge funds and investment fees. GE’s Jeff Immelt’s letter to shareholders marks the end of the global elite.   Financial Review by Sinclair Noe for 02-27-2017

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Financial Review

The Mark Inside

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1A-01-27-2017.mp3Podcast: Play in new window | Download (Duration: 12:08 — 5.6MB)Subscribe: Apple Podcasts | Android | RSS…..Nasdaq record high. VIX multi-year low. 4Q GDP 1.9%. 2016 GDP 1.6%. Room to grow. Lucha Libre: Trump v. Slim. PM May comes a begging.  UBS redemptions. Sears fading away. Iranian tankers sail. Happy New Year. Financial Review by Sinclair Noe for 01-27-2017

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Financial Review

Happy Turkey

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-11-23-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSS…..Three more indices hit records. Fed minutes confirm rate hike. New orders show strong economy. Overtime pay rule nixed. Car sales set to top record. IEA predicts gas demand peak. Amazon pilots strike. Lufthansana pilots strike. Google might pay taxes in Indonesia. Facebook has a censorship tool for China. Aloe vera gel isn’t. Financial Review by Sinclair Noe for 11-23-2016.

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Financial Review

Meh

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-10-27-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSS…..A bad month for bonds. Qualcomm buys NXP. Alphabet/Google beats. Amazon misses. Deutsche Bank posts profit and angst. Wallonia relents. UK GDP grows. Durable goods orders fall. ZTO IPO thud. Exxon must turn over documents on climate change. The forecast for winter – warm and dry. Financial Review by Sinclair Noe for 10-27-2016

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Financial Review

Knee Jerk Trading

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-09-28-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSS……OPEC might cut output, kinda, sorta. Congress overrides veto to sue Saudis. Senate approves CR funding. Janet Yellen testifies. Wells Fargo claws back a pittance. California cuts ties to Wells. The Arizona Republic is with Hillary. Durable goods flat. ABInBev’s global domination of beer. RBS fined. No rescue plan for Deutsche Bank. Tyson chicken nuggets now fortified with plastic. The inevitable end of the crackberry. Financial Review by Sinclair Noe for 09-28-2016

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Financial Review

Mylan Digs a Deeper Hole

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-08-25-2016.mp3Podcast: Play in new window | Download (Duration: 13:15 — 6.1MB)Subscribe: Apple Podcasts | Android | RSSUnemployment claims 77 week streak.  Durable goods orders are solid. Waiting on the Fed in Jackson Hole, even if you are Fed Up. Mylan gets greedy and CEO digs the hole deeper. Brazil impeachment update. The end of FARC. Turkey moves into Syria. ON Semi gets approval for Fairchild Semi. Sears staggered. Uber losses. Robo-taxi happens. Airbnb shows very real meaning of hospitality. Financial Review by Sinclair Noe for 08-25-2016

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