Financial Review

Six Straight

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-05-10-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Stocks higher again. North Korea releases prisoners; summit planned. Israel and Iran. CPI inches higher – inflation is mild except for stuff you actually need. Earnings looking good. Google infuses AI into old apps. Financial Review by Sinclair Noe for 05-10-2018

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Financial Review

Sure, Why Not?

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-05-09-2018.mp3Podcast: Play in new window | Download (Duration: 13:14 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Stocks higher. Oil higher. Dollar higher. Bond yields higher. PPI barely budges. Cohen selling access? California mandates solar. Earnings rolling in. Financial Review by Sinclair Noe for 05-09-2018

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Financial Review

C’est l’économie stupide

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-2-04-12-2017.mp3Podcast: Play in new window | Download (Duration: 20:24 — 11.7MB)Subscribe: Apple Podcasts | Android | RSS…..Wall Street down today, up for the week. Oil down for the week, but gasoline prices head higher. Tax reform next week, if the government stays open. Existing home sales up. State by state unemployment rates lower in March. Fed’s Fischer sanguine on the economy. Exxon can’t drill in Russia. VW on probation. Extended audio analysis of the upcoming French election. Financial Review by Sinclair Noe for 04-21-2017

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Financial Review

Hippity Hoppity

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-04-17-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Markets bounce after a couple of weak weeks. GDP forecasts slip. Earnings season kicks into gear. Where will earnings come from? Eurozone and emerging markets. Mnuchin: tax reform “not realistic”. United tops earnings forecast. Netflix beat earnings but missed on subs. HCA, not enough emergencies. Financial Review by Sinclair Noe for 04-17-2017

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Financial Review

The Wisdom of Solomon

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-01-31-2017.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSS…..Eurozone grows. BOJ stands pat. FOMC meets. Home sales up. Consumer confidence down. Deutsche Bank launders money. Apple beats, beats, beats. Exxon’s big impairment – not worth it to pull it out of the ground. Trump meets drugmakers. Tom Price did get a discount. OneWest did engage in robo-signings. Trump fires Yates. Trump names next justice. Hoping for Solomon. Financial Review by Sinclair Noe for 01-31-2017

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Financial Review

Dow 20K Redux

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1A-01-26-2017.mp3Podcast: Play in new window | Download (Duration: 12:01 — 5.5MB)Subscribe: Apple Podcasts | Android | RSS…..Another record high close for the Dow. Earnings reporting in full bloom. J&J buys Actelion. Oprah ends world hunger. Jobless claims up. New home sales down. Tomorrow 4Q GDP. More on the wall. Mexico cancels meeting. Financial Review by Sinclair Noe for 01-26-2017

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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

Apple Bites

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-07-26-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSSResale home prices continue to rebound. New home sales up. Consumer confidence flat. Fed FOMC deliberates. Earnings galore but the big one is Apple, and it wasn’t as bad as it could have been. Fiat fudged sales numbers. VW has a plan. Amazon has drones in the UK. You could fly around the world without using a drop of oil. Financial Review by Sinclair Noe for 07-26-2016

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Financial Review

The Rent is Too High

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-07-19-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSSAnother record high close for the Dow. Housing rebounds but the rent is too high. We spend more on drugs than groceries. IMF cuts forecast for global growth. Offshore oil (not what you think). Earnings reports from: Wells Fargo, Goldman, IBM, Microsoft, and more. Financial Review by Sinclair Noe for 07-19-2016

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Financial Review

Don’t Drink the Water

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-04-20-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSSHome sales, earnings reports, bad car companies, and the latest from SCOTUS. Financial Review by Sinclair Noe for 04-20-2016

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