Financial Review

Melting

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-11-12-2018.mp3Podcast: Play in new window | Download (Duration: 13:14 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Another crash day. Oil down 11 straight.  Goldman’s 1MDB problem. Apple sales slowdown. GE under $8. Singles Day. Merger Monday. VW will go electric and it will be cheaper than Tesla. Bad Paris vacation. Reservists on the border. Still counting votes. Financial Review by Sinclair Noe for 11-12-2018

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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

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Financial Review

Mixed

…Markets mixed. Earnings season looks strong. Saudi’s tangled web. Musk is Boring. Just throwing out tax cuts. Food recall. GE and Siemen’s split Iraq. Food recall, Ford Ranger, tax cuts, Khashoggi, GE, Siemens, Iraq, Saudi, Mega Millions, 

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Financial Review

Marines Sue for Trademark Infringement

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-10-01-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…NAFTA renamed. Net neutrality fight continues. GE’s new sacrificial lamb. Elon Musk makes deal with SEC. Nobel for immunotherapy. Financial Review by Sinclair Noe for 10-01-2018

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Financial Review

Trade War Slam

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-06-25-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Trade talk heats up, stocks slammed. Harley not made in America? Flake and Corker try for a jailbreak. SCOTUS backs Amex, and gerrymandering. Toys R Us r gone. GE shrinks from Dow. Financial Review by Sinclair Noe for 06-25-2018

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Financial Review

Escalation

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-06-19-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Dow down year-to-date. Trade wars escalate. How it could play out. Senate squashes ZTE deal. Another cut to Obamacare. FedEx and Oracle beat earnings. Starbucks sales slip. GE booted from Dow. Financial Review by Sinclair Noe for 06-19-2018

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Financial Review

Symmetric

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-05-23-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Fed minutes dovish. Stocks erase early losses. Trade disputes still muddled. Uber nixes autonomous cars in AZ. GE’s long arc of losses. Retail mixed. Financial Review by Sinclair Noe for 05-23-2018

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Financial Review

On Hold

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-05-21-2018.mp3Podcast: Play in new window | Download (Duration: 13:16 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…China trade war/dispute on hold. EU works a deal with Iran. SCOTUS goes with arbitration for workers. GE/Wabtech. Vote to rollback Dodd Frank. Buyback boom. Fortune 500. Financial Review by Sinclair Noe for 05-21-2018

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Financial Review

Solid Monday Trading

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-02-26-2018.mp3Podcast: Play in new window | Download (Duration: 12:55 — 7.4MB)Subscribe: Apple Podcasts | Android | RSS…Wall Street rallies. New home sales slide. Waiting on Powell’s Fed testimony. Buffett’s pearls of wisdom. Fitbit not fit. GE has fallen. Financial Review by Sinclair Noe for 02-26-2018

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Financial Review

Ultra Violet

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-12-07-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS….Stocks bounce. Jerusalem and rage. Franken out. GE pink slips for Christmas. Bitcoin crazy. Venezuela also crazy. Shutdown would be costly. Deficit hawks complain about deficits. LA burning. Net worth up. Google v. Amazon. Toys R greedy. Student loan gift idea. Ultra violet. Financial Review by Sinclair Noe for 12-07-2017

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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

Focus on Earnings

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-07-21-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Stocks pull back from records. Tech finally recovers from Dot Com. Fangs lead the market. Earnings the only thing to add volatility. GE weak earnings. Honeywell beats. Amazon has a pricing problem. Wells rehires whistleblower that didn’t exist. BofA bolts London for Dublin. Dark net crackdown. So long Spicey. Financial Review by Sinclair Noe for 07-21-2017

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Financial Review

Monday, Monday

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-06-12-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Mega-techs stumble again. Brits sort through election results. Avoiding a government default. Another block on the travel ban. Session to testify publicly before Senate. Sessions subpoena for Arpaio trial. Puerto Rico wants to be the 51st star. SCOTUS cuts time for biologics, bails out Microsoft. Immelt out at GE. GE-Baker Hughes deal is a go. The Uber implosion. Gymboree BK. F-35 has an oxygen problem.   Financial Review by Sinclair Noe for 06-12-2017

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Financial Review

War on Drugs Again

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-05-12-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..China trade deal. GE like Nafta. CPI up. Inventories down. Consumer sentiment: bad now but it’ll get better. Consumers consuming, but not at JC Penney. Amazon is the 800 pound gorilla. Wells Fargo, worse than we thought. Worldwide cyber-attack. Do not click. Jeff Session declares war on drugs, again.   Financial Review by Sinclair Noe for 05-12-2017

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Financial Review

C’est l’économie stupide

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-2-04-12-2017.mp3Podcast: Play in new window | Download (Duration: 20:24 — 11.7MB)Subscribe: Apple Podcasts | Android | RSS…..Wall Street down today, up for the week. Oil down for the week, but gasoline prices head higher. Tax reform next week, if the government stays open. Existing home sales up. State by state unemployment rates lower in March. Fed’s Fischer sanguine on the economy. Exxon can’t drill in Russia. VW on probation. Extended audio analysis of the upcoming French election. Financial Review by Sinclair Noe for 04-21-2017

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Financial Review

Welcome to Earnings Reporting Season

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-10-11-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSS…..Alcoa kicks off earnings reports – batten down the hatches. Hard Brexit will be expensive. Rosneft chief says nyet to oil production cap. Galaxy Note 7 is finished. GE looks for renewables. Bids for Twitter? Bueller? Bueller? FCA has a deal with union. Chicago schools have a deal with union. Theranos sued. Phoenix real estate – good sales, more inventory, fewer foreclosures, fewer cash investors. The downward spiral of the American shopping mall. Financial Review by Sinclair Noe for 10-11-2016

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Financial Review

M&A Boatload

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-09-06-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSSMerger mania includes: Bayer/Monsanto, GE/3-D, VW/Navistar, Enbridge/Spectra, EOG/Yates, Danaher/Cepheid, Navidea/Cardinal, Avolon/CIT, Icahn/Federal-Mogul. MC gets friendly with PayPal. ISM services report stinks. Congress returns to DC. Hanjin Chapter 15. ITT goes belly up. Fox News pays up. Mylan class action. Apple does something tomorrow.   Financial Review by Sinclair Noe for 09-06-2016

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Financial Review

Very, Very Quiet

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-08-23-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSSS&P and Nasdaq hit intra-day highs but the markets are still too quiet. Eurozone and UK show strength. Online retail clicks. Home builders finally figure out what to build and it is selling. Uber’s world domination. Fast and electric. GE dredges up old dirt. Financial Review by Sinclair Noe for 08-23-2016

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Financial Review

Capping Off a Record Week

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-07-22-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSSS&P hits new record high close. Measuring the fallout from Brexit. GE reports multiple numbers. American Airlines hits a soft patch. A look at the oil patch. A nationwide network of chargers. Amazon student loans. Pokemon gets a Big Mac. Financial Review by Sinclair Noe for 07-22-2016

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Financial Review

Halftime Report

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-06-30-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSSStocks bounce back but not all the way. Jobless claims up. Puerto Rican default imminent. Big banks pass test and dish out buybacks. Swipe this Visa and MC. Mondelez Hershey – no kisses. Change your password. Financial Review by Sinclair Noe for 06-30-2016

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