Financial Review

Beneath the Surface

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-10-29-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Stocks fall again. October turns nasty. Boeing takes trade war hit. UK to tax big tech. Italy dodges downgrade. Merkel lame duck. Jair Bolsonaro elected president of Brazil. Earnings season offers few rewards. Financial Review by Sinclair Noe for 10-29-2018

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Financial Review

Have a Great Weekend

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-10-26-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Stocks continue to fall; multiple issues affecting markets. 3Q GDP decelerates to 3.5%. Tax cut sugar high passes. Financial Review by Sinclair Noe for 10-26-2018

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Financial Review

Stocks Fall Again

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-10-23-2018.mp3Podcast: Play in new window | Download (Duration: 13:10 — 7.5MB)Subscribe: Apple Podcasts | Android | RSS…Earnings season onslaught just can’t beat year ago numbers. Chip stocks hit hard. Averages take big hit but rebound slightly. Saudis killed a journalist in Istanbul; now we see the cover-up.

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Financial Review

Dog Days

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-08-08-2018.mp3Podcast: Play in new window | Download (Duration: 13:10 — 7.5MB)Subscribe: Apple Podcasts | Android | RSS….Nasdaq moves higher – other don’t. Tail end of earnings outweighs trade wars. Oil tumbles. Nat gas bridge. Canadians v. Saudis. Home prices spiral higher. Android Pie. Alexa, buy me something. Financial Review by Sinclair Noe for 08-08-2018

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Financial Review

The Harder They Fall

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-07-26-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Facebook’s epic crash. Amazon does Amazon. Facial Rekognition sort of works. Earnings roundup: Intel, Starbucks, Chipotle, airlines. GDP tomorrow. Financial Review by Sinclair Noe for 07-26-2018

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Financial Review

Lucky Sevens

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-05-11-2018.mp3Podcast: Play in new window | Download (Duration: 13:14 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Stocks post strong week. Gas prices move higher. Auto summit in D.C. Trying to tackle drug prices. Beware inversion. 1Q earnings season shines. Financial Review by Sinclair Noe for 05-11-2018

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Financial Review

Tech Resilience

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-04-26-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Earnings dominate trading. Amazon with a blowout. Microsoft beats. Intel wins with cloud chips. Starbucks struggles. Tariffs still a concern. Wells Fargo, again, GDP report tomorrow. AZ teachers strike. Financial Review by Sinclair Noe for 04-26-2018

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Financial Review

Earnings Season

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-04-25-2018.mp3Podcast: Play in new window | Download (Duration: 13:16 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…10-yr. yield holds above 3%. Earnings season in full bloom: Boeing, Facebook, AMD, Qualcomm, Ford, Chipotle, AT&T, Comcast, and more. Financial Review by Sinclair Noe for 04-25-2018

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Financial Review

The Rally Resumes

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-04-16-2018.mp3Podcast: Play in new window | Download (Duration: 13:16 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…No geopolitical collapse, stocks rally. Retail sales up. Inventories higher. 2-yr. note yield highest in almost a decade. Earnings look good, but priced in already. Netflix adds users. BofA has record profits. Suspicious groups on Facebook. Merck scores with immunotherapy. Financial Review by Sinclair Noe for 04-16-2018

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Financial Review

Consistency

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-04-12-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…About face on Syria. About face on TPP. The Fed and inflation. Banks kick off earnings season. Delta, Blackrock deliver. Bed, Bath & Beyond Bad. Financial Review by Sinclair Noe for 04-12-2018

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Financial Review

1Q Wrap

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-03-29-2018.mp3Podcast: Play in new window | Download (Duration: 12:59 — 7.4MB)Subscribe: Apple Podcasts | Android | RSS…March and first quarter wrap up. Consumer sentiment still high, spending moderates. Emoluments. Trump v. Amazon. Windows to clouds. Financial Review by Sinclair Noe for 03-29-2018

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Financial Review

Monday, Monday

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-01-08-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Record highs for the S&P, Nasdaq, and Russell 2000. Earnings soon. Gov shutdown? Offshore oil and gas. 2017 and bad weather. Driving Fed policy. OK Google, what is CES? Kohl’s good Xmas. Credit card debt nears milestone. Financial Review by Sinclair Noe for 01-08-2018

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Financial Review

M&A Media Mayhem

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-11-17-2017.mp3Podcast: Play in new window | Download (Duration: 13:16 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Dow, S&P down for week. Nas up. Wrapping up a good earnings season. Oct. housing starts jump. FCC rolls back media ownership rules; M&A media mayhem ensues. A knife in net neutrality. Tesla’s Semi. Banks behaving badly. Financial Review by Sinclair Noe for 11-17-2017

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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

Trifecta of Records

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-10-11-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS….Dow, S&P and Nasdaq hit record highs. Fed minutes – policymakers uncertain about a certain rate hike. JOLTS shows labor market remains strong. Tweets on the market and taxes send mixed message. Japan’s Nikkei hits record. Catalonia at the crossroads. Airline earnings. Everybody loves Carole King. Financial Review by Sinclair Noe for 10-11-2017

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Financial Review

Irrational Spending

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-10-09-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS….Kicking off 3Q earnings season. IMF meets in DC. EPA to scrap Clean Power Plan. Waiting on Catlans. Google sold ads to Russian trolls. Weinstein out. Trump-Corker battle. California goes after drug prices. Vet ETF. Thaler’s crazy economics. Financial Review by Sinclair Noe for 10-09-2017

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Financial Review

Dancing with the Devil

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-08-14-2017.mp3Podcast: Play in new window | Download (Duration: 13:16 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Stocks higher. Earnings challenged. Charlottesville reax. Merck CEO makes a stand. GoDaddy finally takes a stand. Apple watches for Aetna. Vanguard’s climate change economics. Financial Review by Sinclair Noe for 08-14-2017

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Financial Review

Seven Straight

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-08-03-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Another record close for Dow, #7 – most people are not participating. Waiting on jobs report. Mixed earnings reports: Teva slammed. Tesla slams shorts. Mueller’s grand jury. Insurers flee. The Dead Zone in the Gulf. Financial Review by Sinclair Noe for 08-03-2017

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Financial Review

Decision Day

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-07-26-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Major stock indexes hit all-time highs, again. Fed holds steady. Senate votes and votes, again. Trump v. Transgendered. New home sales up. Copper squeeze. Facebook ubiquitous. Boeing flying high. UK electric. Financial Review by Sinclair Noe for 07-26-2017

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Financial Review

Focus on Earnings

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-07-21-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Stocks pull back from records. Tech finally recovers from Dot Com. Fangs lead the market. Earnings the only thing to add volatility. GE weak earnings. Honeywell beats. Amazon has a pricing problem. Wells rehires whistleblower that didn’t exist. BofA bolts London for Dublin. Dark net crackdown. So long Spicey. Financial Review by Sinclair Noe for 07-21-2017

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