Financial Review

Place Your Bets

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-06-16-2015.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSSFinancial Review by Sinclair Noe DOW + 113 = 17,904 SPX + 11 = 2096 NAS + 25 = 5055 10 YR YLD – .04 = 2.32% OIL + .50 = 60.02 GOLD – 4.70 = 1182.50 SILV – .06 = 16.11   The Federal Reserve Federal Open Market Committee is meeting to determine monetary policy. Tomorrow they will issue a statement and Fed Chair Janet Yellen will hold a press conference. Nobody expects the Fed to change policy tomorrow but they will probably signal that they are looking to raise interest rates at the FOMC’s September meeting, with a few qualifiers: if the labor market continues to improve, if mild inflation does not turn into deflation, if global markets don’t melt down, if the dollar remains well behaved. And then, over the next few weeks, the policymakers will talk about how the rate hike will be small and measured.   Of course we have to wait to hear from the Fed but the markets have placed their bets. Global investors have been moving out of equities and into cash. Cash levels rise to 4.9 percent of portfolios, up from 4.5 percent in May; the proportion of investors’ overweight equities falls to net 38 percent from 47 percent. The proportion of investors expecting to underweight global emerging markets surges to a net 21 percent from net 6 percent in May. The U.S. dollar is …

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Author Interviews

Rick Lindquist

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/RICK_LINDQUIST.mp3Podcast: Play in new window | Download (Duration: 20:25 — 9.3MB)Subscribe: Apple Podcasts | Android | RSSListen to Sinclair Noe audio interview with Rick Lindquist For more information on the book, click the banner The End of Employer-Provided Health Insurance: Why It’s Good for You and Your Company by Paul Zane Pilzer and Rick Lindquist How to save 20 to 60 percent on health insurance! The End of Employer-Provided Health Insurance is a comprehensive guide to utilizing new individual health plans to save 20 to 60 percent on health insurance. This book is written to ensure that you, your family, and your company get your fair share of the trillions of dollars the U.S. government will spend subsidizing individual health insurance plans between now and 2025. You will learn how to navigate the Affordable Care Act to save money without sacrificing coverage, and how to choose the plan that offers exactly what you, your family and your company need. Over the next 10 years, 100 million Americans will move from employer-provided to individually purchased health insurance. The purpose of The End of Employer-Provided Health Insurance is to show you how to profit from this paradigm shift while helping you, your family, and your employees get better and safer health insurance at lower cost. It will help you save thousands of dollars per person each year and protect you from the greatest threat to your financial future—our nation’s broken employer-provided health insurance system. We are at the beginning of a paradigm …

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Financial Review

No Expectations

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-09-16-2014.mp3Podcast: Play in new window | Download (Duration: 13:15 — 6.1MB)Subscribe: Apple Podcasts | Android | RSSFinancial Review DOW + 100 = 17,131 SPX + 14 = 1998 NAS + 33 = 4552 10 YR YLD un = 2.59% OIL + 1.79 = 94.71 GOLD + 2.20 = 1235.90 SILV + .03 = 18.79 Tomorrow the Federal Reserve FOMC wraps up its meeting to determine monetary policy. Even before the Fed issues a statement, the financial press is dissecting every phrase and utterance of every Fed policymaker, and trying to impart conflated significance to every twitch of an eyebrow or overstuffed briefcase. It’s pretty simple really; not much has changed over the past couple of months; the Fed is on track to end the large scale asset purchases under QE; the Fed will raise rates at some point, unless something drastic changes; the nuances of language are inconsequential. There, I’ve just condensed about 100 articles into about 100 words, and you didn’t miss anything. You’re welcome. Today, China jumped on the QE bandwagon. The People’s Bank of China will print about 500 billion yuan, which works out to about $81 billion. They will hand out the money to the five largest banks in China. That money will eventually make its way into the financial markets. Considering the cost of printing 500 billion yuan…, US producer prices were flat in August. The Labor Department said falling gasoline and food prices restrained its producer price index for final demand last month. The …

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Uncategorized

Thursday, November 15, 2012 – Pick One or Pick All Four

Pick One or Pick All Four by Sinclair Noe DOW – 28 = 12,542SPX – 2 = 1353NAS – 9 = 283610 YR YLD =1.59%OIL – 1.01 = 85.31GOLD – 11.50 = 1717.10SILV – .14 = 32.70 We had a few economic reports; they deserve mention; we also had a few flashpoints; we’ll get to those soon. Consumers paid somewhat higher prices for food, rent and housing in October, offsetting a decline in the price of gasoline at the pump. The consumer-price index edged up a seasonally adjusted 0.1% last month. Inflation-adjusted hourly wages, meanwhile, fell by 0.2% in October. Wages fell slightly, even as consumer prices rose, to account for the decline. Real wages have fallen 0.7% over the past 12 months, meaning consumers have less buying power compared with one year ago. Consumers got some relief in October, however, from the falling price of gasoline. The government’s price index of gas, which spiked 16.6% from July to September, tapered off 0.6% last month. The more important number to consumers — the actual cost of a gallon of gas — fell by almost 7% in October and retail prices continued to decline in the first two weeks of November. The average national cost is about $3.50 a gallon, down from nearly $4 a few months ago. Hurricane Sandy contributed to negative readings for both Philadelphia- and New York-area manufacturing gauges in November; not a surprise. First-time jobless claims soared by 78,000 to a seasonally adjusted 439,000 in the week …

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