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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