Financial Review

Thus Spake Powell

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-11-28-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Fed Chief Powell says rates are just below neutral. Stocks big rally. JOLTS shows quits improve. 3Q GDP unchanged at 3.5%. Investors lose faith in market cycle. Financial Review by Sinclair Noe for 11-28-2018

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Financial Review

Have a Great Weekend

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-10-26-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Stocks continue to fall; multiple issues affecting markets. 3Q GDP decelerates to 3.5%. Tax cut sugar high passes. Financial Review by Sinclair Noe for 10-26-2018

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Financial Review

Vintage

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-08-29-2018.mp3Podcast: Play in new window | Download (Duration: 13:16 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Stocks move to record highs. Trade fears calmed. 2Q GDP revised higher to 4.2%. Lettuce mystery explained. AZ election results. McCain’s final honors. Financial Review by Sinclair Noe for 08-29-2018

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Financial Review

GDP Pop

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

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Financial Review

Not Enough to Rally

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-04-27-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Stocks flounder for the week, the month, the year. Sell in May? 1Q GDP at 2.3%; consumers cut back, business picked up slack. Exxon earnings miss. Chevron beat. US Steel clobbered. AZ teacher strike Day 2. Financial Review by Sinclair Noe for 04-27-2018

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Financial Review

Tech Resilience

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-04-26-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Earnings dominate trading. Amazon with a blowout. Microsoft beats. Intel wins with cloud chips. Starbucks struggles. Tariffs still a concern. Wells Fargo, again, GDP report tomorrow. AZ teachers strike. Financial Review by Sinclair Noe for 04-26-2018

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Financial Review

February Sucked

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-02-28-2018.mp3Podcast: Play in new window | Download (Duration: 10:52 — 6.2MB)Subscribe: Apple Podcasts | Android | RSS….Stocks down to finish a bad month. 4Q GDP revised lower. Pending home sales drop in January. Earnings season still strong. Dick’s Sporting Goods ends AR-15 sales. Spotify’s IPO. Financial Review by Sinclair Noe for 02-28-2018

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Financial Review

Davos Populism

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-01-26-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Record highs for Dow, S&P, and Nasdaq. 4Q GDP at 2.6%; economy grew 2.3% for 2017. Dec. durable goods up 2.9%. Trump floats America First in Davos. Dollar continues to crater. States sue over SALT. The final days of Sears? Bombardier ok. Financial Review by Sinclair Noe for 01-26-2018

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Financial Review

Wild Ride

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-11-29-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS….Dow hits a record, again. 3Q GDP at 3.3%. Yellen takes a curtain call. John Williams in Phoenix. Pending home sales jump. Cryto-currency crazy. SCOTUS and cellphone privacy. Wells Fargo, repeat offender. American Air, whoops. Financial Review by Sinclair Noe for 11-29-2017

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Financial Review

Big Tech Rolls

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

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Financial Review

A Stickler for Math

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-09-28-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..S&P 500 and Russell 2000 hit highs. 2Q GDP 3.1%. Taxes and math. Gary Cohn has never been to Home Depot. Twitter and the Russians. Supremes are back. Oil supply and demand. Drug news. Ikea for lazy people. Financial Review by Sinclair Noe for 09-28-2017

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Financial Review

Some Sunshine

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-08-30-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Harvey heads north. Oil down, gas up, jet fuel flies. GDP pops to 3%. Buffett: “Harder to find bargains.” Talk to the fridge. FDA approves immunotherapy for fighting cancer. Financial Review by Sinclair Noe for 08-30-2017

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Financial Review

Life Comes at You Fast

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-07-28-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Dow hits another record. 2Q GDP at 2.6%, meh. Skinny repeal is dead. Reince Priebus gone. Royal Dutch Shell – buy an electric car. Shrinking airline seats. Wells Fargo behaving badly again. Financial Review by Sinclair Noe for 07-28-2017

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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

Heading into the Holiday

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

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Financial Review

Trump Budget

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-05-23-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Trump budget proposal includes big increases in defense spending and big cuts to social programs. Based on 3% GDP growth. Hits Social Security and Medicaid. Let the budget battles begin.   Financial Review by Sinclair Noe for 05-23-2017

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Financial Review

Make Way for May

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-04-28-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Markets higher for the week and month. Alphabet, Amazon, and Microsoft massive movers. GDP slogs thru 1Q, up 0.7%. Consumers confident. Wages inch higher but inflation lurks. US government open for another week. Brazil general strike. Euro-youth sick of status quo. IPOs diverge. Anthem-Cigna deal is dead. Chevron, Exxon, GM earnings beat. Financial Review by Sinclair Noe for 04-28-2017

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Financial Review

Hippity Hoppity

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-04-17-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Markets bounce after a couple of weak weeks. GDP forecasts slip. Earnings season kicks into gear. Where will earnings come from? Eurozone and emerging markets. Mnuchin: tax reform “not realistic”. United tops earnings forecast. Netflix beat earnings but missed on subs. HCA, not enough emergencies. Financial Review by Sinclair Noe for 04-17-2017

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Financial Review

GDP

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-03-30-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Markets moving higher, valuations a concern. 4Q GDP revised slightly higher to 2.1%. Forecast calls for a repeat of 2016. Debt and deficit to spiral higher. Fedspeakers and the punchbowl. Oil looking at supply crunch. Drivers looking at higher prices. Financial Review by Sinclair Noe for 03-30-2017

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