Financial Review

Big Earnings Week

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-07-24-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: iTunes | Android | RSS…..Nasdaq record. Fed FOMC looking for inflation. GDP growing but not enough. Big week for earnings. 2Q reports off to a good start. Google earnings hit by EU fines, but still shows growth. KKR buys WebMD. Trump pleads for something on healthcare. Kushner testifies. Dems offer Better Deal. NASA tries to crack the sonic boom. Financial Review by Sinclair Noe for 07-24-2017

READ MORE →
Financial Review

Doves Fly

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-07-12-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: iTunes | Android | RSS…..Dow record high. Yellen says rates won’t have to rise all that much further. Bonds also move higher. Emerging markets also move higher. Beige Book sounds more upbeat. Bank of Canada boosts rates. Mortgage apps fall. Google wins case in France. Lula guilty in Brazil. Financial Review by Sinclair Noe for 07-12-2017

READ MORE →
Financial Review

Delayed Not Dead

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-06-27-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: iTunes | Android | RSS…..Trumpcare Senate vote delayed for lack of support. Fedspeak: Yellen says valuations rich, Fischer says P/E is high, Williams says stock market is running on fumes. IMF throws shade on Trump. Case Shiller – home prices pull back. Google gets EU’s biggest fine. Ransomware attack goes global. Brazil’s president criminally charged. Financial Review by Sinclair Noe for 06-27-2017

READ MORE →
Financial Review

Cake and Panic

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-05-17-2017.mp3Podcast: Play in new window | Download (Duration: 13:16 — 7.6MB)Subscribe: iTunes | Android | RSS…..Wall Street finally freaks. Trump agenda in doubt. Americans rack up $12.7 trillion in debt. Earnings updates. Google I/O; the machines are learning to learn.   Financial Review by Sinclair Noe for 05-17-2017

READ MORE →
Financial Review

No Coffee

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-03-21-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: iTunes | Android | RSS…..Yield curve flattens. AHCA widely hated. Trying to close the deal. Markets overvalued. Banks take a hit. Current account deficit falls. Google can’t sell ads on hate sites. Walmart goes Silicon Valley. Apple sells cheap iPad, but don’t take it on a plane. Brit inflation leaps. Goldman Sachs plans to leave the City. Brit banks money laundering for Russia. Marriott adds rooms. Target remodels. Sears fades away. Financial Review by Sinclair Noe for 03-21-2017

READ MORE →
Financial Review

St. Patrick’s Day Minus the Green

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-03-17-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: iTunes | Android | RSS…..Quad witch calm. G20 blah. Merkel-Trump blah. Tillerson’s diplomatic bomb. Apple in China. Google haters. Mule IPO. Manufacturing output rose. Consumer sentiment rose, but politically divided. LEI up. Tesla has an ATM. JCPenneystill selling Christmas sweaters. Wells Fargo and the spineless board. March Madness bets. Cheers. Financial Review by Sinclair Noe for 03-17-2017

READ MORE →
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 →