Financial Review

Feb. 21, 2019 Links

What we are reading today. The Mueller Report Is Coming. Here’s What to Expect. – New York Times. A lot of people are going to be upset; we just don’t yet know which side. Robert Mueller’s “collusion” case so far, explained – Vox. Too far or not far enough. BAML: Investors are freaking out about the rising prospect of a global recession. – Business Insider. The biggest fear for credit investors. The trigger? Maybe that Commerce Dept is expected to report that foreign car imports pose a national security threat and might be subject to tariffs. Autos, planes boost durable-goods orders in December, but growth was invisible outside of transportation – Marketwatch. If cars and planes are stripped out of the equation, orders rose just 0.1%. So, yes, tariffs on cars would probably lead to a global recession. Leading index for U.S. economy falls in January, but there’s a catch – Marketwatch. Incomplete data due to government shutdown. JP Morgan economists now see the economy growing at just 1.5% pace this quarter – CNBC. Following the fourth quarter’s sluggish 1.4 percent pace. Bad economic news is bad for the stock market again with the Fed already on hold – CNBC.  The “put” is not in play while the Fed hits pause. The Supreme Court Just Stopped Local Sheriffs From Carjacking to Pay the Bills – Yahoo. The 14th Amendment’s excessive fines and the 8th Amendment’s due process kill the local sheriff’s slush fund. The bizarre election fraud hearings that could …

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Financial Review

In Need of Pie

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-11-21-2018.mp3Podcast: Play in new window | Download (Duration: 13:10 — 7.5MB)Subscribe: Apple Podcasts | Android | RSS…Stocks stumble into holiday. Economic data dump: existing home sales, housing starts tick up, consumer sentiment falls, durable goods orders sink, LEI ticks up. Oil bounces. Wrapping up USMCA. Financial Review by Sinclair Noe for 11-21-2018

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Financial Review

Into the Weekend

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-05-25-2018.mp3Podcast: Play in new window | Download (Duration: 13:05 — 7.5MB)Subscribe: Apple Podcasts | Android | RSS…Stocks slip again, but up for the week. Oil down. Trade war bluster. EU GDPR – Alexa, is that a good idea? No cruising in the Chrysler. Financial Review by Sinclair Noe for 05-25-2018

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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

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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