Financial Review

Pushed Out

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-08-01-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSSFed jawbones. Low rates keep stocks inflated. Oil continues to slide. Construction spending falls. ISM manufacturing falls. Mortgages near all-time lows. Verizon-Fleetmatic. Tesla-SolarCity. Didi Chuching-Uber China. Glaxo-Alphabet Verily. Pfizer-Bamboo. Ready for Rio. Financial Review by Sinclair Noe for 08-01-2016

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Financial Review

Thankyou

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-06-13-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSS  Waiting on the FOMC and then a Brexit vote. Supremes say no fresh start for Puerto Rico. Microsoft gets LinkedIn. Apple announced new stuff, meh. Theranos kaput. Goldman Sachs’ continuing criminal enterprise. AT&T and Citi fight over thank you. Financial Review by Sinclair Noe for 06-13-2016

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Financial Review

Quiet and Overbought

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-06-07-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSSMarkets are quiet, calm and overbought. Productivity lags, again. Credit growth hits a record. What will Draghi buy? Goldman investigated for Bank Secrecy Act. Valeant looks sick. Samsung has the next cool phone. Financial Review by Sinclair Noe for 06-07-2016

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Financial Review

Don’t Fight the Fed

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-05-18-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSS  FOMC minutes show a June rate hike is on the table; Goldman sees no reason to own equities; plus overtime wages, steel tariffs, and if you have further questions ask that Google thingie. Financial Review by Sinclair Noe for 05-18-2016

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Financial Review

The Rebalancing

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-05-16-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSSGoldman Sachs says oil rebalancing has begun; how it plays out over time. Plus, M&A on Monday, Warren bites on Apple, Hawaii punches Takata, and Supreme no-decision. Financial Review by Sinclair Noe for 05-16-2016

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Financial Review

GDP Meh

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-04-28-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSSGDP sags, BOJ surprise, Amazon pops, Ford gets pricey, and Goldman is still playing the ponies. Financial Review by Sinclair Noe for 04-28-2016

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Financial Review

The Other Shoe

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-04-19-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSSStocks climb, discounting weak earnings. Still waiting on the Fed, and more Panama Papers names. The heat builds. You deserve a break. Financial Review by Sinclair Noe for 04-19-2016

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Financial Review

A Dodgy Day

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-04-11-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSSEarnings season starts with diminished expectations. UK PM David Cameron tries to justify dodgy deals. Goldman Sachs and Wells Fargo just pay more fines. Financial Review by Sinclair Noe for 04-11-2016

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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

Where Robots Fear to Tread

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-03-10-2016.mp3Podcast: Play in new window | Download (Duration: 13:15 — 6.1MB)Subscribe: Apple Podcasts | Android | RSSECB Day and Draghi fires the bazooka. Also, the fifth anniversary of Fukushima.

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