Financial Review

Cats and Dogs

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-05-25-2017.mp3Podcast: Play in new window | Download (Duration: 13:16 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..S&P and Nasdaq hit record highs. Retail leads? Trade gap grows. OPEC extends cuts. GM cheats on diesel, too. Appeals court slams immigration ban. Trump and NATO like cats and dogs. Senate to repeal Obamacare in 2020. Nvidia’s charmed existence. Hurricane season. We’re number 5!   Financial Review by Sinclair Noe for 05-25-2017

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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

The Last Man on the Moon

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1A-01-17-2017.mp3Podcast: Play in new window | Download (Duration: 12:15 — 5.6MB)Subscribe: Apple Podcasts | Android | RSS…..King Dollar gonna kill us all. Earnings season and weak forward guidance will be punished. Forget about soft Brexit. Xi to Davos. Deutsche Bank settles. BAT tobacco behemoth. Exxon buys Texas. Saudis ready to end cuts. GM announces jobs. Hyundai announces jobs. Walmart announces jobs. Lowe’s cuts. The last man on the moon. Financial Review by Sinclair Noe for 01-17-2017

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Financial Review

Immovable v. Unstoppable

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-01-04-2017.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSS…..FOMC minutes show Fed on track for 3 hikes. Mortgage apps slip. Obamacare first order of business. Auto sales record for 2016. Sears closing stores. Amazon the 800-pound gorilla of holiday shopping. Kohl’s, Macy sales dip. J&J halves hip award. Barclays trader pleads guilty to Forex rigging. US big banks on hook for Euro derivatives. Financial Review by Sinclair Noe for 01-04-2017

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Financial Review

That’s a Print

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-07-21-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSSStocks slip. ECB steady. Home sales jump. LEI up. AZ unemployment jumps. Anthem & Cigna face antitrust suits. Beaucoup earnings news. Ailes out. Tesla’s super-secret plan (encoder ring included). Selfie fumblers. Printers in space. Financial Review by Sinclair Noe for 07-21-2016

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Financial Review

Milk and Cookies Redux

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-07-13-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSSMore record highs on Wall Street. Import goods inch up. Budget deficit grows as corps pay less. Beige Book, meh. Oil gluts return. May new PM. PC sales grow. New GM loses shield of Old GM. Something new under the sun – Mas Blue. Financial Review by Sinclair Noe for 07-13-2016

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Financial Review

A Weak Week

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-04-08-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSS  The Fed tries to jawbone the markets higher but an ugly earnings reporting season starts next week. Oil prices jump as oil spills and the dollar drops. 

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Financial Review

An Imperfect Circle

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-03-14-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSS  Waiting on the Fed FOMC. The FCIC recommended criminal investigation of banksters but the DOJ lost the memo.  And today is Pi Day.

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Financial Review

Exit Signs

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-01-13-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSS  Financial Review by Sinclair Noe for 01-13-2016   DOW – 364 = 16,151 SPX – 48 = 1890 NAS – 159 = 4526 10 Y – .04 = 2.07% OIL + .10 = 30.54 GOLD + 7.00 = 1094.50   US markets started trading higher but the gains faded fast. This has been the pattern in 4 of the last 5 trading sessions; early gains collapsing into the close. The next real level of support in the Dow is around 16,000, more specifically 15,981, the lows from September 28. Then the more significant level of support is at 15,370, the low from August 24. That doesn’t mean we will rush down to those levels. I would anticipate markets trying to rally at some point, just because the carnage has been brutal to start the year. Remember that on December 29, the Dow high was 17,750. That means the Dow is down about 1650 and closing in on a 10% correction over the course of the past 2 weeks. You can’t really call it a crash, but it is enough to make plenty of people nervous.   Yesterday, we talked about all the research analysts from the investment banks saying “sell everything” or “sell on rallies”; this kind of recommendation might be a contrarian indicator, or it might be headline grabbing hogwash, or it might be a self-fulfilling prophesy. Moving down the trading chain, …

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Financial Review

The Gravy Boat

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-11-25-2015.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSSFinancial Review by Sinclair Noe for 11-25-2015 DOW + 1 = 17,813 SPX – 0.27 = 2088 NAS + 13 = 5116 10 YR YLD – .01 = 2.23% OIL + .25 = 43.12 GOLD – 4.50 = 1071.90 SILV – .05 = 14.26   We have a boatload, or at least a gravy boat full of economic data before we get into the holiday. Initial claims for state unemployment benefits declined 12,000 to a seasonally adjusted 260,000 for the week ended Nov. 21. Claims have now held below the 300,000 threshold for 38 consecutive weeks, the longest stretch in years, and remain close to levels last seen 42 years ago.   Orders for business equipment climbed more than forecast in October. Bookings for non-military capital goods excluding aircraft rose 1.3 percent, the most in three months, after an upwardly revised 0.4 percent increase in September; non-defense capital goods are considered a proxy for business investment. So, today’s report shows businesses are spending more on business. It may be too early to call it a trend reversal but cap ex spending had been weak, in large part due to cuts in the energy sector, and also the tendency for companies to indulge in share buybacks rather than plowing money back into the business.   Orders for all durable goods, items meant to last at least three years, climbed 3 percent. Commercial aircraft orders surged 81 …

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