Financial Review

Happy Turkey

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-11-23-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: iTunes | Android | RSS…..Three more indices hit records. Fed minutes confirm rate hike. New orders show strong economy. Overtime pay rule nixed. Car sales set to top record. IEA predicts gas demand peak. Amazon pilots strike. Lufthansana pilots strike. Google might pay taxes in Indonesia. Facebook has a censorship tool for China. Aloe vera gel isn’t. Financial Review by Sinclair Noe for 11-23-2016.

READ MORE →
Financial Review

Merger Monday

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-10-24-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: iTunes | Android | RSS…..AT&T-Time Warner; TD Ameritrade-Scottrade; Rockwell Collins-BE Aerospace; HNA Group-Hilton Worldwide/Blackstone; Genworth-China Oceanwide Holdings; American Midstream-JP Energy. Whew! Visa beats. T-Mobile beats. Busy week for earnings, including the A+ list (Apple, Alphabet, Amazon) plus car companies (new and old). Goldman cuts outlook for S&P earnings. Support holds for now. Financial Review by Sinclair Noe for 10-24-2016

READ MORE →
Financial Review

From Beige to Blue

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-10-19-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: iTunes | Android | RSS…..Beige Book moderately optimistic, except Houston. Building starts down, mainly apartments. Saudi Arabia issues debt. China’s 3Q GDP 6.7%, again. Earnings: Intel beats but forecast misses, Morgan Stanley beats, Yahoo beats, Halliburton posts a penny, Amex misses Costco. Google all-time high. New Macs? Don’t pay for delayed luggage. Americans work more. Arizona turning blue. Financial Review by Sinclair Noe for 10-19-2016

READ MORE →
Financial Review

Wound Tight

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-07-28-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: iTunes | Android | RSSMarkets in tight trading range but tomorrow will be an interesting day. Oil slips again. Oracle reaches for the cloud with NetSuite. Alphabet (Google) crushes earnings. Amazon posts profits. Ford stalls out. Homeownership at lowest level in 50 years. Financial Review by Sinclair Noe for 07-28-2016

READ MORE →
Financial Review

Hat Trick

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-07-14-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: iTunes | Android | RSSNew record high close. Band of England no change. Earnings reporting season. PPI up. Unemployment claims unchanged. New home sales up. Line Corp IPO. Google antitrust in EU. FCC opens up a 5G world. Financial Review by Sinclair Noe for 07-14-2016

READ MORE →
Financial Review

Dead Cat Bounce

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-06-28-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: iTunes | Android | RSSStocks bounce. Brexit will be a nasty divorce. UK credit cut. Eurobank fallout starts in Italy. US GDP revised higher. House prices higher. Save $20 billion at the pump. VW must pay. Sheraton in Cuba. Google antitrust. Financial Review by Sinclair Noe for 06-28-2016

READ MORE →
Financial Review

Saying Nothing

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-06-06-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: iTunes | Android | RSSYellen speaks and says nothing. Brits poll for Brexit. Saudis invest for non-oil future. SCOTUS rejects cases involving Glaxo, Google, and Ecuador. Zuckerberg’s password is dadada. Financial Review  by Sinclair Noe for 06-06-2016

READ MORE →
Financial Review

Java for All

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-05-26-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: iTunes | Android | RSSPending home sales increase, durable goods orders increase, jobless claims decrease. Google beats Oracle and retains dominion over the Android kingdom. Microsoft and Facebook lay cable. The French protest. American Airlines doth protest too much. Takata? Why? Financial Review by Sinclair Noe for 05-26-2016

READ MORE →
Financial Review

Go Figure

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-05-24-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: iTunes | Android | RSS Wall Street rallies – go figure. Est-ce que Google a un problème d’impôt? Exxon has a problem with its own shareholders. Deere has a problem renting out tractors. Financial Review by Sinclair Noe for 05-24-2016.

READ MORE →
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: iTunes | 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

READ MORE →