Tariff Man
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http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-12-04-2018.mp3Podcast: Play in new window | Download (Duration: 13:16 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Stocks crash. FAANGs lose a fortune. Banks slammed. China-US trade deal not a real deal, yet. Inversion is here. Quitar (sounds like something Tariff Man would say). Financial Review by Sinclair Noe for 12-04-2018
Carnage Continued
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http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-11-20-2018.mp3Podcast: Play in new window | Download (Duration: 13:09 — 7.5MB)Subscribe: Apple Podcasts | Android | RSS…Stocks down again. FAANG turn bearish. Chips turn bearish. Oil takes another hit. Some troops home for turkey. Don’t expect a China-US trade deal soon. Home ownership up. Romaine lettuce recall. Financial Review by Sinclair Noe for 11-20-2018
Toxic
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http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-11-19-2018.mp3Podcast: Play in new window | Download (Duration: 13:05 — 7.5MB)Subscribe: Apple Podcasts | Android | RSS…Stocks drop again. FAANG stocks are all bearish. US-China-G20 = low expectations. NAFTA no done yet. Iran defies sanctions. Homebuilder confidence drops. Nissan Chairman Ghosn gone. Lessons from HQ2. The word. Financial Review by Sinclair Noe for 11-19-2018
GDP Pop
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http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-07-27-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…GDP pops to 4.1%. Stocks drop. FAANGS lead lower. Disney buys 21st Century Fox. Twitter purges fake accounts. Exxon stumbles. Financial Review by Sinclair Noe for 07-27-2018
Carving a Turkey
Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)
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http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-11-08-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Dow, S&P and Nasdaq at record highs. One year after the election. Apple hits $900 billion. Dems win big in local elections. Corporate tax cuts face phase-in after CBO finds deficit too high. Saudi purge continues. Earnings news continues. Financial Review by Sinclair Noe for 11-08-2017
Big Tech Rolls
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http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-10-27-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Nasdaq record high. Tech rules. GDP at 3% in 3Q. The global equity markets are even better. Madrid says no to Catalan secession. CVS-Aetna v. Amazon. JC Penney fades. GE’s bad week. VW tries to come clean. Utah’s shrinking national monuments. Financial Review by Sinclair Noe for 10-27-2017
Falling Leaves
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http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-09-25-2017.mp3Podcast: Play in new window | Download (Duration: 13:16 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS….Blame it on North Korea, or not. FAANG slippage. Fed and autumn leaves. Germany slips to the right. Abe snaps. Kurds seek independence. Oil pops. Deloitte hacked. Target raises minimum wage. Brown Univ. goes debt free. Financial Review by Sinclair Noe for 09-25-2017
Monday, Maybe
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http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-09-22-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Sen. McCain says no to repeal and replace. Next up, tax reform, unless the world ends tomorrow. Nafta negotiations continue. Sprint-TMobile. Apple falls. FAANG competition. Uber out of London. Voting systems hacked. Financial Review by Sinclair Noe for 09-22-2017
Not Happening
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http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-07-17-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..McCain is sick, healthcare legislation is sicker. Blackrock disappoints. Netflix grows subscribers. FAANG leads market but soft on earnings. China’s predictable GDP. Brexit begins. Can’t find the paperwork on student loans. Made in America. Financial Review by Sinclair Noe for 07-17-2017
Heading into the Holiday
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http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-06-29-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS….Stocks tumble. Rotation form tech to financials. 1Q GDP revised up to 1.4%. BIS spots global risks. Travel ban defines family. CBO says 35% cut to Medicaid over 20 years. Walgreens only buys half Rite Aid. Nike tops. Murdoch’s Sky buy on hold. Blue Apron about half baked. Vegas about half baked. Financial Review by Sinclair Noe for 06-29-2017
Drifting
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http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-06-05-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Quiet day. ISM non-manufacturing slips lower. Productivity revised higher to zero. Factory orders dip. Thursday brings election in UK. Plus, Comey testifies before Senate. Qatar on the diplomatic ropes. Trump wants to privatize air traffic control. SCOTUS rules for Wall Street; looks into 4th Amendment digital case. Winners and losers on Wall Street. FAANG still rules. Hey Siri, wake me when Apple does something cool. Financial Review by Sinclair Noe for 06-05-2017