Financial Review

Jan. 30, 2019 – Links

Links – Jan. 30, 2019 What we are reading:

READ MORE →
Financial Review

Buckle Up

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-11-15-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Stocks bounce. Brexit ministers resign. Fed monitors global growth. Oil signals slowdown. Mueller’s quiet time is over. NYT blasts Facebook. Earnings watch: Walmart, Nvidia, JC Penney, Nordstrom, Applied Materials, Sonos. GE’s bond problem. Financial Review by Sinclair Noe for 11-15-2018

READ MORE →
Financial Review

October Out

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-10-31-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…October was a bad month for stocks, and oil. Earnings season rolls on. ADP 227k private jobs. Financial Review by Sinclair Noe for 10-31-2018

READ MORE →
Financial Review

Rolling Bear

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-10-30-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Stocks bounce but still headed for a bad month. Facebook turns a profit but user numbers are weak. GE’s penny dividend. Apple sells non-phone stuff. FoxConn deal falters. Consumer confidence strong. Housing stalls. Zinke’s hinky. Attacking the 14th. Financial Review by Sinclair Noe for 10-30-2018

READ MORE →
Financial Review

And Bounce

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-10-12-2018.mp3Podcast: Play in new window | Download (Duration: 13:05 — 7.5MB)Subscribe: Apple Podcasts | Android | RSS…It was an ugly week but markets bounced to the close. Bank earnings: JPM, Citi, Wells Fargo. China records a record trade surplus with US. Facebook breach update. Hurricane Michael’s wake. Financial Review by Sinclair Noe for 10-12-2018

READ MORE →
Financial Review

Inching Higher

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-08-06-2018.mp3Podcast: Play in new window | Download (Duration: 13:10 — 7.5MB)Subscribe: Apple Podcasts | Android | RSS…Earnings season super strong – individual names a bit volatile. Buffett sits on cash. Facebook wants your financial data. Iran under sanctions again. Gates testifies at Manafort trial. Financial Review by Sinclair Noe for 08-06-2018

READ MORE →
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

READ MORE →
Financial Review

Facebook Cracks

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-07-25-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Stocks rally on hope for trade agreement with EU. Facebook slammed on earnings. Tariffs hit multiple companies 2Q earnings. New home sales drop. Financial Review by Sinclair Noe for 07-25-2018

READ MORE →
Financial Review

Unintended Consequences

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-07-20-2018.mp3Podcast: Play in new window | Download (Duration: 13:14 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Stocks flat. Earnings still strong. Facebook again. Trump threatens max tariffs on China. China responds. Trump hits Fed again – bad idea. Playmate payoff tape. Google works on Fuschia. Financial Review by Sinclair Noe for 07-20-2018

READ MORE →
Financial Review

Forget About It

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-07-03-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Stocks stumble into the holiday. Home price climb. Trade war heats up. WTO warns. Fitch warns. US Chamber of Commerce warns. Trump warns NATO allies. China blocks Micron. Facebook coverup. Tesla cuts corners to almost hit target. Oil higher for the holiday. Have a Happy 4th. Financial Review by Sinclair Noe for 07-03-2018

READ MORE →
Financial Review

If Needs Be

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-06-07-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Stock rally stumbles. G7 could get testy. Remember tariffs on solar? ZTE deal. Facebook fumbles privacy, again. Buyback record. Household wealth record. Home prices and affordability. Financial Review by Sinclair Noe for 06-07-2018

READ MORE →
Financial Review

A Ploy

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-06-04-2018.mp3Podcast: Play in new window | Download (Duration: 13:16 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Nasdaq record high. Trade wars on the horizon. G-6-plus-1 later in the week. M&A around the world. Microsoft gets Github. Buybacks, M&A, & dividends push markets. Apple WWDC. Facebook, again. Financial Review by Sinclair Noe for 06-04-2018

READ MORE →
Financial Review

Little Record

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-05-16-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Russell 2000 record high. Bonds continue to fall. Zuck goes to Europe. Senate releases records on Trump investigation. Also, financial disclosures. CEO-average worker pay gap grows. Senate votes for net neutrality. Macy’s surprises Macy’s. Financial Review by Sinclair Noe for 05-16-2018

READ MORE →
Financial Review

Eight Straight

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-05-14-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…A string of gains on Wall Street. China-US tweet strange. US companies have hearings on tariffs this week. China visit. SCOTUS rules open up sports gambling. Xerox-Fuji deal nixed. Sears’ slow destruction. Net neutrality on the line. Financial Review by Sinclair Noe for 05-14-2018

READ MORE →
Financial Review

May Day

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-05-01-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Stocks still in correction territory. Apple beats. Facebook matches and will clear history. Tariff exemptions extended, maybe sorta. ISM manufacturing dips. Home price jump. Gibson BK. #redforEd Day 4. Financial Review by Sinclair Noe for 05-01-2018

READ MORE →
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

READ MORE →
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

READ MORE →
Financial Review

Whiplash

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-04-11-2018.mp3Podcast: Play in new window | Download (Duration: 13:16 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Fed minutes point to more rate hikes. CPI inflation heats up a little. Tweets fly, volatility rules. Gas prices rise with Middle East tensions. Facebook and your lack of privacy. Ryan retiring. Boehner goes green. Payday lenders v. CFPB. Financial Review by Sinclair Noe for 04-11-2018

READ MORE →
Financial Review

Headline Trading

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-04-10-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Stocks rally on kind words from Xi. Mueller in the crosshairs. Wagging the dog in Syria. Facebook theater. And oil moves higher. Financial Review by Sinclair Noe for 04-10-2018

READ MORE →
Financial Review

Sisyphean

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-04-09-2018.mp3Podcast: Play in new window | Download (Duration: 13:16 — 7.6MB)Subscribe: Apple Podcasts | Android | RSSDespite concerns about Syria, trade wars and earnings season, stocks started higher and then fell back. FBI raids Michael Cohen’s office. CBO forecasts massive debt explosion. IMF and labor force participation. Mr. Zuckerberg goes to Washington. Green Apple. Financial Review by Sinclair Noe for 04-09-2018 DOW + 46 = 23,979 SPX + 8 = 2613 NAS + 35 = 6950 RUT + 1 = 1514 10 Y + .01 = 2.79% OIL + 1.23 = 63.29 GOLD + 2.30 = 1336.70   Last week finished with a disappointing jobs report, and this week started with ongoing concerns about a possible trade war and geopolitical concerns and earnings season – but stocks started the morning strong and moved higher – like Sisyphus rolling the boulder up the hill …, until the final hour of trade, when stock prices came rolling back down the hill. At one point, the Dow was up about 440 points Trump says there will be a “big price to pay” for Syrian President Bashar al-Assad’s suspected use of chemical weapons in the rebel-controlled town of Douma outside Damascus, which killed dozens, including children. We don’t really know what that price is. No word on possible retaliation. No word on possible military action but maybe something in the next 24 to 48 hours. Exactly what, we do not know. The United Nations Security Council held an emergency meeting.   Meanwhile, a possible …

READ MORE →