Financial Review

Let’s All Go to the Movies

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-01-24-2017.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSS…..S&P and Nasdaq hit records. TPP dead. Keystone and DAP revived. Breakfast with Big 3. South China Sea simmers. UK loses Article 50 case. Aetna-Humana and a big threat. Earnings season in full bloom (or bust, depending.) Home resales dry up in December. It’s a La La Land world we live in. Financial Review by Sinclair Noe for 01-24-2017

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Financial Review

The Last Man on the Moon

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1A-01-17-2017.mp3Podcast: Play in new window | Download (Duration: 12:15 — 5.6MB)Subscribe: Apple Podcasts | Android | RSS…..King Dollar gonna kill us all. Earnings season and weak forward guidance will be punished. Forget about soft Brexit. Xi to Davos. Deutsche Bank settles. BAT tobacco behemoth. Exxon buys Texas. Saudis ready to end cuts. GM announces jobs. Hyundai announces jobs. Walmart announces jobs. Lowe’s cuts. The last man on the moon. Financial Review by Sinclair Noe for 01-17-2017

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Financial Review

Worse for Our Kids

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1A-01-13-2017.mp3Podcast: Play in new window | Download (Duration: 12:16 — 5.6MB)Subscribe: Apple Podcasts | Android | RSS…..Retail sales for the holiday – big gains online. PPI surge. House votes to repeal Obamacare. Earnings season kicks off with strong bank earnings, except for Wells Fargo. Fiat Chrysler bounces. VW execs should stay home. Space X launch. EPA says CAFÉ standards moved up. CVS competes with Mylan EpiPen. Millennials lag. Financial Review by Sinclair Noe for 01-13-2017

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Financial Review

Apple Bites

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-10-25-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSS…..Earnings season heats up. Apple is weak. VW reaches a settlement. Takata heads to BK. Driverless beer. Home prices rise, inventories are tight. Consumer confidence drops. Obamacare premiums will jump. Renewable energy installations pass fossil fuel. Financial Review by Sinclair Noe for 10-25-2016

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Financial Review

Wallonia World

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-10-21-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSS…..Wall Street up for the week. Gas cost more than a year ago. Big Tobacco gets bigger. Earnings: McDonalds, GE, Honeywell, etc. Fake Apples. Internet attack. Wallonia? Financial Review by Sinclair Noe for 10-21-2016

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Financial Review

Inflation and a High Pressure Economy

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-10-18-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSS…..Inflation creeps forward. The Fed an inflation. Social Security benefits will increase 0.3% – don’t spend it all in one place. First time home buyers actually exist. Netflix crushes earnings. IBM, Goldman Sachs, United Health, and J&J beat. Fund managers go to cash. Financial Review by Sinclair Noe for 10-18-2016

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Financial Review

Fed Talk & Earnings

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-10-17-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSS…..The Battle of Mosul. Yellen looks at a high pressure economy. Rosengren fears inflation. Fischer fears recession. Factory output inches up. Earnings season: BofA beats, Netflix crushes, IBM still bleeding. No Apple car. Tesla and Panasonic to build solar. Samsung goes small in chips. The beginning of the end of HFCs. Financial Review by Sinclair Noe for 10-17-2016

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Financial Review

Welcome to Earnings Reporting Season

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-10-11-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSS…..Alcoa kicks off earnings reports – batten down the hatches. Hard Brexit will be expensive. Rosneft chief says nyet to oil production cap. Galaxy Note 7 is finished. GE looks for renewables. Bids for Twitter? Bueller? Bueller? FCA has a deal with union. Chicago schools have a deal with union. Theranos sued. Phoenix real estate – good sales, more inventory, fewer foreclosures, fewer cash investors. The downward spiral of the American shopping mall. Financial Review by Sinclair Noe for 10-11-2016

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Financial Review

Very, Very Quiet

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-08-23-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSSS&P and Nasdaq hit intra-day highs but the markets are still too quiet. Eurozone and UK show strength. Online retail clicks. Home builders finally figure out what to build and it is selling. Uber’s world domination. Fast and electric. GE dredges up old dirt. Financial Review by Sinclair Noe for 08-23-2016

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Financial Review

Big Stuff

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-07-25-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSSBig week for central bankers. Big week for Big Oil. Big week for Big 4 Techies. Big day for mergers. Earnings looking slightly less depressed. Yahoo joins forces with AOL under Verizon banner. Pokemon will not rule the world. 7-Eleven delivering Slurpees by drone. Financial Review by Sinclair Noe for 07-25-2016

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