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: Apple Podcasts | 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

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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: Apple Podcasts | 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

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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: Apple Podcasts | 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.

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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: Apple Podcasts | 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

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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: Apple Podcasts | 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

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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: Apple Podcasts | 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

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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: Apple Podcasts | 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

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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: Apple Podcasts | 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

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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: Apple Podcasts | 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

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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: Apple Podcasts | 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

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