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: iTunes | 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

Shut Up

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-02-24-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: iTunes | Android | RSS…..Dow record in the final seconds. Trump blasts fake news at CPAC. Spicer blocks news media at White House. Oil investors go way long on backwardation. Saudi Aramco overvalued. Exxon calls for carbon tax. Sessions brings back private prisons. JC Penney will shut down more stores. Waymo sues Uber. Financial Review by Sinclair Noe for 02-24-2017

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Financial Review

Count Your Pants and Shirts

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEGH_1-02-23-2017.mp3Podcast: Play in new window | Download (Duration: 13:16 — 7.6MB)Subscribe: iTunes | Android | RSS…..Dow hits 10th straight record. Thus spake Mnuchin. How to create jobs. Oil inventories slim down. More jobs in wind than oil. XOM de-books oil reserves. US-Europe flights for $65. McDonald’s soda for one buck. Ghosn gone. Earnings reports. Financial Review by Sinclair Noe for 02-23-2017

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Financial Review

Take the Overs

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-10-28-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: iTunes | Android | RSS…..Clinton emails hit trading. 3Q GDP 2.9%. October was a little bad for stocks and bonds but great for M&A. Google Fiber on pause. Exxon just lost 4.6 barrels of in-ground reserves. Earnings pull out of a long decline. Financial Review by Sinclair Noe for 10-28-2016

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Financial Review

Groovin

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-07-29-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: iTunes | Android | RSSS&P record. GDP slumps. BOJ passes and preps for helicopter money. Eurobanks graded on a curve. Earnings good for tech and bad for oil. This ABInBev-SABMiller Bud’s for you. Financial Review by Sinclair Noe for 07-29-2016

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Financial Review

Seven Straight

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-07-18-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: iTunes | Android | RSSMore record highs on Wall Street. Earnings season points to earnings recession. Homebuilders are confident. Softbank buys ARM Holdings, and other merger news. VW will pay dealers. Fiat may face fraud charges.   Financial Review by Sinclair Noe for 07-18-2016

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Financial Review

Two Days!

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-05-25-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: iTunes | Android | RSSA two day rally. Citi gets off easy. HP gets twisted. Families struggle. Robots build phones and serve pizza. Financial Review by Sinclair Noe for 05-25-2016.

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Financial Review

Illusion of Growth

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-05-17-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: iTunes | Android | RSSInflation up, housing starts rebound, 1Q share buybacks at a new high, IMF eases on Greece, robot truckers, and Supremes punt. Financial Review by Sinclair Noe for 05-17-2016

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Financial Review

An Ugly Night in Arizona

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-03-23-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: iTunes | Android | RSSDollar up, oil down… and out of the Rockefeller Fund. Plus, election slime in Arizona.

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Financial Review

Moderate to Mixed

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-03-02-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: iTunes | Android | RSSFinancial Review by Sinclair Noe for 03-02-2016   DOW + 34 = 16,899 SPX + 8 = 1986 NAS + 13 = 4703 10 Y + .01 = 1.85 OIL + .40 = 34.80 GOLD + 7.80 = 1240.50   Today the equity markets were regaining their footing after a big move yesterday. Treasury yields rose as job market data reinforced the view that the Federal Reserve will raise interest rates later this year. Crude fell below $35 a barrel after earlier hitting a two-month high. Government data showed inventories rose by 10.4 million barrels to 518 million in the week to Feb. 26, almost triple the 3.6 million-barrel increase expected by analysts. Asian stocks rose overnight to a two-month high with Japan’s and China’s main indexes both up more than 4 percent.   The European Central Bank will review its stimulus next week against a background of heightened economic risks and weaker-than-expected inflation. ECB President Mario Draghi sent a letter to European lawmakers underlining the bank’s readiness to use all its tools to drive up prices. The Eurozone slid back into deflation in February, driving the ECB further from its inflation target of just below 2%.   Moody’s Investors Service has lowered the outlook on China’s credit rating from stable to negative. Moody’s writes: “Without credible and efficient reforms, China’s GDP growth would slow more markedly as a high debt burden dampens business investment.” Moody’s current Aa3 …

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