Financial Review

The Great Unwind

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-09-20-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Dow record high close. Maria hits Puerto Rico. Earthquake in Mexico. The stock market is calm, too calm. The Fed holds rates steady for now but begins the Great Unwind. The mystery? Will it work? Financial Review by Sinclair Noe for 09-20-2017

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Financial Review

When It Rains It Pours

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-09-19-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS….Dow, S&P and Nasdaq hit records. Waiting on the Fed. Trump’s first UN speech. Obamacare on the block again. Tax reform would add $1.5 trillion to deficit. Did Wells Fargo beat the rap? Equifax sinks lower. Hurricane Maria to PR. Housing starts slip. And more Financial Review by Sinclair Noe for 09-19-2017

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Financial Review

Big Earnings Week

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-07-24-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Nasdaq record. Fed FOMC looking for inflation. GDP growing but not enough. Big week for earnings. 2Q reports off to a good start. Google earnings hit by EU fines, but still shows growth. KKR buys WebMD. Trump pleads for something on healthcare. Kushner testifies. Dems offer Better Deal. NASA tries to crack the sonic boom. Financial Review by Sinclair Noe for 07-24-2017

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Financial Review

Welcome Back

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-07-05-2017.mp3Podcast: Play in new window | Download (Duration: 13:16 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Fed minutes show disagreement on timing. Factory orders slip. Home prices rise. Oil down. Volvo goes electric. Tesla must produce. Not the life O’Reilly. A glitch in tech. Financial Review by Sinclair Noe for 07-05-2017

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Financial Review

When Issued

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-05-02-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Nasdaq record. Markets squirrely ahead of FOMC policy meeting. Apple earnings mildly disappointing. Plus, other earnings news. Home Prices up in March. US vehicle sales down. Airline execs go to Washington for public flogging. Banks subpoenaed for Treasury market manipulation. Financial Review by Sinclair Noe for 05-02-2017 

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Financial Review

Jitters

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-04-05-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..ADP jobs up big. ISM services down but growing. FOMC Minutes point to unwinding balance sheet and overvalued markets. Tax reform uncertainty. Xi-Trump-North Korea-Syria. JAB buys Panera and rules a coffee empire. Mortgages bigger than ever. AZ forfeiture law. Financial Review by Sinclair Noe for 04-05-2017

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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: Apple Podcasts | 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

The Wisdom of Solomon

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-01-31-2017.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSS…..Eurozone grows. BOJ stands pat. FOMC meets. Home sales up. Consumer confidence down. Deutsche Bank launders money. Apple beats, beats, beats. Exxon’s big impairment – not worth it to pull it out of the ground. Trump meets drugmakers. Tom Price did get a discount. OneWest did engage in robo-signings. Trump fires Yates. Trump names next justice. Hoping for Solomon. Financial Review by Sinclair Noe for 01-31-2017

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Financial Review

Ban Blowback

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1A-01-30-2017.mp3Podcast: Play in new window | Download (Duration: 12:13 — 5.6MB)Subscribe: Apple Podcasts | Android | RSS…..Refugee travel ban blowback. Two for one on regulations. Jobs report on Friday. FOMC meets tomorrow. Wall Street without Fed stimulus looks pricey. Consumer spending up. Pending home sales jump. Rig counts climb. Puerto Rico extension. VW the biggest. No accounting for Toshiba. Fitbit unhealthy. Tempur Sealy nightmares. Walgreens Rite Aid shrinkage. Financial Review by Sinclair Noe for 01-30-2017

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Financial Review

Break Down

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-11-01-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSS…..Stock break support. Fed starts FOMC meeting. BOJ holds steady below zero. ISM manufacturing up. Obamacare open enrollment starts. Construction spending drops. Corelogic home price index up. Cars sales down in October. Gas pipeline blowout in Alabama. Oil drops. Shell makes more than Exxon. Freddie Mac pays off. Valeant under investigation but they can still sell their assets. Financial Review by Sinclair Noe for 11-01-2016

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