Financial Review

Take 65

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-06-22-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: iTunes | Android | RSS…..Senate unveils a health care bill. CBO score next week. Vote soon after. 4 GOP senators already oppose it. Those tapes were a bluff. Banks pass stress tests. LEI up. Mortgage rates down. Qatar wants to buy American. Sears Canada BK. Warren’s latest deal. Oracle shines through the cloud. Facebook on a mission. Financial Review by Sinclair Noe for 06-22-2017

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Financial Review

Settling a Score

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-05-24-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: iTunes | Android | RSS…..Fed minutes point to June rate hike and slowly shrinking balance sheet. CBO scores AHCA and it is ugly. Trump and Pope Francis. Previously owned home sales sputter. China’s credit rating cut. Brazil ablaze. Fiat Chrysler pulls a VW. Facebook buying news.   Financial Review by Sinclair Noe for 05-24-2017

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Financial Review

Black Hole Sun

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-05-18-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: iTunes | Android | RSS…..The panic passes. Washington settles in for a long slog. Wall Street reassess risk. Brazil bribery probe. Walmart shows retailers still alive. Alibaba buy back. Happy B’day FB. Net neutrality dies.   Financial Review by Sinclair Noe for 05-18-2017

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Financial Review

Broken PROMESA

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-05-03-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: iTunes | Android | RSS…..Fed holds steady. ADP counts 177k private jobs. ISM non-manufacturing index up. Puerto Rico announces biggest ever bankruptcy (sort of) in muni bond history. Health care hangs on a speck of dust. Home prices have not recovered. Facebook is everywhere, even where it shouldn’t be. Tesla – the great American car company. Twilio trips. Copper drops. Writers reach a deal. 4XETF because. Google Docs – don’t Financial Review by Sinclair Noe for 05-03-2017

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Financial Review

Up and Down

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-04-18-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: iTunes | Android | RSS…..Housing starts down. Manufacturing production drops. Confidence in the economy sputters. Trump goes after H-1B visas. May calls snap elections for UK. BofA best big bank earnings. Goldman flops. J&J disappoints. IBM revenue declines, again. Facebook wants to augment reality. Theranos must pay in Arizona. Financial Review by Sinclair Noe for 04-18-2017

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Financial Review

91 Days

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-02-22-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: iTunes | Android | RSS…..Another Dow record. Fed minutes show rate hike “fairly soon”. Existing home sales jump. Shortage of construction workers. Fannie and Freddie must pay government, not shareholders. Facebook plays ball. First Solar beats. Verizon tests 5G. UPS tests drones. Amazon Bigthanks. Financial Review by Sinclair Noe for 02-22-2017

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Financial Review

Fed Day

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1A-02-01-2017.mp3Podcast: Play in new window | Download (Duration: 12:05 — 6.9MB)Subscribe: iTunes | Android | RSS…..Fed leaves policy unchanged and that’s dovish(?) ADP big surge in private jobs. ISM manufacturing at 2 year high. Facebook is now ubiquitous. VW will pay more. Spectrum’s slow internet. Various earnings reports. Amazon plane hub in KY. 15.4 million victims of ID theft and fraud. UK moves closer to Brexit. Nuclear option for SCOTUS. Iran on notice. Zika still a problem. Financial Review by Sinclair Noe for 02-01-2017

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Financial Review

8 Straight

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-11-03-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: iTunes | Android | RSS…..S&P 500 slides for 8 straight. Brexit sent to parliament. Productivity increase, finally. ISM service sector slips. Factory orders up. Jobs report tomorrow. Generic drug makers under investigation. UPS couldn’t quit cigs. Charge up across America. Other stuff up for a vote. Financial Review by Sinclair Noe for 11-03-2016

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Financial Review

Holy Cow

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-11-02-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: iTunes | Android | RSS…..Fed leaves rates unchanged; wait for December. S&P 500 down 7 straight. Facebook tops 1 billion daily. ADP says 147k jobs last month. Alibaba grows earnings. A new KFC every 5 hours. Wells Fargo again. Colorado River is drying up. I’ll watch the game on TV. Financial Review by Sinclair Noe for 11-02-2016

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Financial Review

Earnings Season Playlist

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-10-26-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: iTunes | Android | RSS…..A deluge of earnings reports. The end of Google Fiber? New home sales up, inventories tight. Trade deficit declines. NATO flexes muscle. Microsoft wants to be cool. Watson aims at ubiquity. Friends don’t tag friends on Facebook. Financial Review by Sinclair Noe for 10-26-2016

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