Financial Review

End of Quarter, Hit Pause

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-09-28-2018.mp3Podcast: Play in new window | Download (Duration: 13:06 — 7.5MB)Subscribe: Apple Podcasts | Android | RSS…Q3 strong for stocks. Oil remains bullish. FBI to investigate Kavanaugh. No gov shutdown for now. Italy in debt. Tesla tanks. Facebook breached, again. BK for that place that sells that thingy thing. Financial Review by Sinclair Noe for 09-28-2018

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Financial Review

3 or 4?

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-03-20-2018.mp3Podcast: Play in new window | Download (Duration: 12:59 — 7.4MB)Subscribe: Apple Podcasts | Android | RSS…More Facebook fallout. Waiting on the Fed. Protectionism semantics. Spending bill? Self-driving liability. Amazon in second place. Financial Review by Sinclair Noe for 03-20-2018

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Financial Review

Maalox Friday

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-02-09-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Stocks bounce at the end of a very bad week. Another (short) government shutdown. Winners and losers Financial Review by Sinclair Noe for 02-09-2018

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Financial Review

Black Thursday

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-02-08-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…. Another crash, Dow down 1,032. This is turning into a real problem. Markets are panicky. Fear over inflation and higher rates, and maybe a currency war with China. Also, waiting on a budget deal. Meanwhile, we found a few (long) winners. … Financial Review by Sinclair Noe for 02-08-2018

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Financial Review

Turnaround Tuesday

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-02-06-2018.mp3Podcast: Play in new window | Download (Duration: 13:16 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS….Stocks rebound in another wild ride. Overseas markets tumble. Volatility comes roaring back. Waiting on another shutdown. Financial Review by Sinclair Noe for 02-06-2018

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Financial Review

Black Monday 2018

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-02-05-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS….Stocks crash. Worst point decline ever. 2018 gains wiped out. Financial Review by Sinclair Noe for 02-05-2018   DOW – 1,175 = 24,345

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Financial Review

Diminished Expectations

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-01-31-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…State of the Uniom review. Fed FOMC, Yellen’s last. ADP jobs beat. Earnings: Microsoft, Facebook, AT&T, Qualcomm, Boeing. Financial Review by Sinclair Noe for 01-31-2018

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Financial Review

Sun Tariff

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-01-23-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS….Dow slips slightly – elsewhere, more record highs. Netflix boffo. J&J and P&G slip. Disney bonus. Kimberley Clark layoffs. Oxfam: inequality grows. Trump to Davos. Tariffs on solar and dishwashers. TPP a go. 3X FANG ETNs. Apple HomePod late to the show. Financial Review by Sinclair Noe for 01-23-2018

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Financial Review

Blink – More Records.

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-01-22-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Dow, S&P 500, Nasdaq, and Russell hit new record highs. Shutdown is over for a few weeks. Penn gerrymandered. Rocky Mountain high in Vermont. M&A galore. Netflix nation. IMF forecast calls for solid growth with a chance of a market correction. Financial Review by Sinclair Noe for 01-22-2018

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Financial Review

Ticking Away

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-01-19-2018.mp3Podcast: Play in new window | Download (Duration: 12:45 — 7.3MB)Subscribe: Apple Podcasts | Android | RSS….Trump’s first year in stocks, good but not great. Waiting on the government shutdown – what to expect. 10-year yields at 4 year high. Consumer sentiment drops. Amazon hikes for prime. General Electric demotion. IEA says US is now a petrostate. SEC wary of bitcoin. Financial Review by Sinclair Noe for 01-19-2018

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Financial Review

The Pause Before the Shutdown

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-01-18-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS….Stocks slip. Shutdown looms. Amazon HQ2 – and then there were 20. Jobless claims fall. Morgan Stanley beats. AmEx loss. IBM has revenue. Why all the tax charges? Construction slips. Remodeling booms. Financial Review by Sinclair Noe for 01-18-2018

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Financial Review

Keep Calm, Carry On

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-01-16-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS….Dow breaks 26k and fades. Gov shutdown? Inflation in your future? Earnings news: BP, Citi, UnitedHealth. Wells Fargo redline. States sue for net neutrality. Bitcoin breakdown. Detroit Auto. Alibaba AI can read better than you. Financial Review by Sinclair Noe for 01-16-2018

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Financial Review

More Records

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-01-09-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Record highs for the Dow, S&P 500, and Nasdaq. Job openings drop. No patch for Meltdown & Spectre. Target on target. No Bitcoin ETF. A brief history of government shutdown. Arpaio’s back. Here comes the rain. Financial Review by Sinclair Noe for 01-09-2018

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Financial Review

Monday, Monday

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-01-08-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Record highs for the S&P, Nasdaq, and Russell 2000. Earnings soon. Gov shutdown? Offshore oil and gas. 2017 and bad weather. Driving Fed policy. OK Google, what is CES? Kohl’s good Xmas. Credit card debt nears milestone. Financial Review by Sinclair Noe for 01-08-2018

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Financial Review

Ultra Violet

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-12-07-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS….Stocks bounce. Jerusalem and rage. Franken out. GE pink slips for Christmas. Bitcoin crazy. Venezuela also crazy. Shutdown would be costly. Deficit hawks complain about deficits. LA burning. Net worth up. Google v. Amazon. Toys R greedy. Student loan gift idea. Ultra violet. Financial Review by Sinclair Noe for 12-07-2017

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Financial Review

Happy Time Vibe

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-12-04-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS….Dow record but off intraday highs. Broader market slides. Tax plan moves to reconciliation. Shutdown pushed back. CVS Aetna deal biggest of the year. Financial Review by Sinclair Noe for 12-04-2017

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Financial Review

See What Sticks

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-05-01-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Nasdaq record. EPS v GDP. Sell in May, maybe. Spending package means government will stay open. Winter storm hits short wheat traders hard. ISM mgf slips. Construction spending dips. Personal income down, debt up. Financial Review by Sinclair Noe for 05-01-2017

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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

Big Stuff

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-04-24-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS  …..Macron v. Le Pen; Ce n’est pas terminé jusqu’à la fin. Big tax reform stuff on Wednesday. Big North Korea stuff tomorrow. Big net neutrality stuff Wednesday. Big government shutdown possible on Friday. Small 1Q GDP on Friday. Fewer bank branches in your future. Albertsons hunting Whole Foods. iHeart failure. Steve Ballmer has built a really big database. Financial Review by Sinclair Noe for 04-24-2017

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Financial Review

C’est l’économie stupide

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-2-04-12-2017.mp3Podcast: Play in new window | Download (Duration: 20:24 — 11.7MB)Subscribe: Apple Podcasts | Android | RSS…..Wall Street down today, up for the week. Oil down for the week, but gasoline prices head higher. Tax reform next week, if the government stays open. Existing home sales up. State by state unemployment rates lower in March. Fed’s Fischer sanguine on the economy. Exxon can’t drill in Russia. VW on probation. Extended audio analysis of the upcoming French election. Financial Review by Sinclair Noe for 04-21-2017

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