Financial Review

Not Yet

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-11-16-2018.mp3Podcast: Play in new window | Download (Duration: 12:59 — 7.4MB)Subscribe: Apple Podcasts | Android | RSS…Down week for stocks. Brexit is complete chaos. No deal with China. Fed’s Clarida can see neutral. Florida’s hand recount. Floridians re-enfranchised. Acosta gets a pass. Pfizer hikes drug prices. Financial Review by Sinclair Noe for 11-16-2018

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Financial Review

Big Number

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-08-02-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Apple hits $1 trillion. Trade war backs China into a corner. EPA proposes rolling back fuel efficiency standards. Tesla squeezes shorts. Financial Review by Sinclair Noe for 08-02-2018

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Financial Review

Barbarians at the Gate With Toothpaste

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-10-10-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Dow record close. IMF won’t get fooled again. Tax reform version 3.0. EPA fights for whale oil. P&G proxy vote fails. Walmart battles Amazon, but profits before innovation. US & South Korea military hack. Deloitte hack is getting worse. NoCal’s worst wildfire. Financial Review by Sinclair Noe for 10-10-2017

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Financial Review

Trump Budget

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-05-23-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Trump budget proposal includes big increases in defense spending and big cuts to social programs. Based on 3% GDP growth. Hits Social Security and Medicaid. Let the budget battles begin.   Financial Review by Sinclair Noe for 05-23-2017

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Financial Review

Never Ending Pi

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-03-14-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Waiting on the Fed. Saudis cheat on cuts. PPI pops. Small biz optimism dips. FDIC calls for Glass-Steagall (ish). Low volatility on Wall Street. Neiman Marcus sales. Moneygram sweetener. Goodbye Ruby Tuesday? Brexit coming. Wayne Tracker, CEO. EPA cuts; mayors fight back. Goodenough battery breakthrough. Happy Pi Day. Financial Review by Sinclair Noe for 3.14159…2017

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Financial Review

The Streak Ends

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-02-28-2017.mp3Podcast: Play in new window | Download (Duration: 13:16 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Trump addresses Congress tonight; looking for specifics. 4Q GDP estimate holds at 1.9%. Trade deficit widens. Home sales up 5.6% last year; up 4.9% in Phoenix. Consumer confidence up in Feb at 16 year high. Fed jawbones rate hikes. Morgan Stanley pulls a LaLaLand on taxes. Samsung chairman indicted. YouTube at 1 billion hours a day in USA. YouTube Unplugged. Apple goes AR and other stuff they won’t talk about. Financial Review by Sinclair Noe for 02-28-2017

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Financial Review

Mars Looks Pretty Good

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-09-27-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSS……The Ubiquitous debate. Register to vote before the government shuts down. Iran won’t freeze. WTO slashes global growth forecast. Growth cools for existing home sales. Consumer confidence is high (taken before the debate). Amex forbids merchants to recommend lower price alternatives. Clean Power Plan goes to court. Elon Musk is my favorite Martian. Financial Review by Sinclair Noe for 09-27-2016

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Financial Review

Groundwork for Fed Minutes

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-08-16-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSSHousing starts up. CPI up. Industrial production up. Is the Fed up for a rate hike? 13-F review – lots of shorts. Aetna quits ACA. EPA standards for trucks. Ford gives up the wheel. Knock, knock. It’s Google.   Financial Review by Sinclair Noe for 08-16-2016 DOW – 84 = 18,552 SPX – 12 = 2178 NAS – 34 = 5227 10 Y + .02 = 1.57% OIL + .84 = 46.58 GOLD + 7.20 = 1346.80 Housing starts ran at a seasonally adjusted 1.21 million annual rate in July, a 2.1% increase over the June figure. Permits were at a 1.15 million annual rate in July, essentially flat from a revised June reading. Single-family starts edged up 0.5% to a 770,000 annual pace. Most of the strength in July came from multifamily starts, which popped 8.3% to a 433,000 annual rate. Overall housing starts are 5.6% higher compared to a year ago, and July’s figure was the second-best of the recovery.   The consumer price index rose 0.8% compared to a year ago. The Labor Department said core CPI, which strips out food and energy, rose 2.2%. The cost of food was unchanged in July, and has risen 0.2% over the past year, the smallest increase since the 12 months ending in March 2010. Energy prices declined 1.6% and are 10.9% lower for the year. (However, today, oil posted its fourth straight session …

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Financial Review

Something in the Water

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-03-17-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSSStocks turn positive. A big water problem that won’t be resolved. Brazil has the most fascinating corruption.

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Financial Review

The End of Summer

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-09-21-2015.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSSFinancial Review by Sinclair Noe for 09-21-2015 DOW + 125 = 16,510 SPX + 8 = 1966 NAS + 1 = 4828 10 YR YLD + .08 = 2.21% OIL – .26 = 46.42 GOLD – 6.50 = 1134.40 SILV + .03 = 15.31   The National Association of Realtors says sales of previously owned homes fell 4.8% in August to an annual pace of 5.31 million, marking the first decline in four months. The sales rate in July was revised down slightly to a seasonally adjusted 5.58 million, but that was still the highest level in eight years. The median price of homes sold was up 4.7% to $228,700 from 12 months ago. Inventories of existing homes on the market rose 1.3% to 2.29 million, representing 5.2 months’ supply at current sales trends. Sales fell in all major regions except the Northeast, where they were unchanged.   The Federal Reserve reports businesses racked up new debt at an annual rate of 8.3% in the second quarter. That was the fastest growth since the first quarter of 2008 and was driven mostly by corporate bond issuance. While issuing debt, the corporate stockpile of cash rose to $2.06 trillion from $1.99 trillion. The Fed report also shows that households and nonprofits saw their net worth increase by $695 billion in the second quarter, mostly due to the rise in home values but also due to the …

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