Financial Review

M&A Media Mayhem

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-11-17-2017.mp3Podcast: Play in new window | Download (Duration: 13:16 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Dow, S&P down for week. Nas up. Wrapping up a good earnings season. Oct. housing starts jump. FCC rolls back media ownership rules; M&A media mayhem ensues. A knife in net neutrality. Tesla’s Semi. Banks behaving badly. Financial Review by Sinclair Noe for 11-17-2017

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Financial Review

No Moral Equivalency

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-08-16-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Trump’s business councils collapse. CEOs quit en masse. GOP denounces Trump. Fed minutes show concern for no inflation. Housing starts down. Financial Review by Sinclair Noe for 08-16-2017

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Financial Review

A Tale of Two Markets

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-05-16-2017.mp3Podcast: Play in new window | Download (Duration: 13:16 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Record high for Nasdaq. Markets look past White House dysfunction. Tech and everything else. China is a worry. Housing starts tick down. Industrial production picks up. Ford – job cuts are number one. Home Depot beats on earnings but the rest of retail sucks. Cyber-attack blame game. Pirates of the box office.   Financial Review by Sinclair Noe for 05-16-2017

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Financial Review

T Minus One

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-01-19-2017.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSS…..ECB Day – no change. Day One tomorrow – lots of change. Jobless claims at 40 year low. Arizona unemployment rate 5%. Dec. housing starts jump. South Korea’s JY Lee not arrested. Brazil Supreme Court Justice dies in plane crash. Credit Suisse pays $5.28 billion for complete garbage. The strange tale of EpiPen and bizarre drug pricing. McCartney sues for his music.   Financial Review by Sinclair Noe for 01-19-2017

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Financial Review

Tomorrow, Tomorrow

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-09-20-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSSWaiting on the Fed and the BOJ. 3Q slows. Housing starts down. Mr. Stumpf goes to Washington. PM May goes to Wall Street. Bitcoin is money – who knew? Bayer tries to hide Monsanto name. Did I forget to tell you to buy Tobira yesterday? Mylan’s EpiPen move faces Medicare fraud investigation. Rules for Robo-cars. Bundling for mobile phone payments. Financial Review by Sinclair Noe for 09-20-2016

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Financial Review

Groundwork for Fed Minutes

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-08-16-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSSHousing starts up. CPI up. Industrial production up. Is the Fed up for a rate hike? 13-F review – lots of shorts. Aetna quits ACA. EPA standards for trucks. Ford gives up the wheel. Knock, knock. It’s Google.   Financial Review by Sinclair Noe for 08-16-2016 DOW – 84 = 18,552 SPX – 12 = 2178 NAS – 34 = 5227 10 Y + .02 = 1.57% OIL + .84 = 46.58 GOLD + 7.20 = 1346.80 Housing starts ran at a seasonally adjusted 1.21 million annual rate in July, a 2.1% increase over the June figure. Permits were at a 1.15 million annual rate in July, essentially flat from a revised June reading. Single-family starts edged up 0.5% to a 770,000 annual pace. Most of the strength in July came from multifamily starts, which popped 8.3% to a 433,000 annual rate. Overall housing starts are 5.6% higher compared to a year ago, and July’s figure was the second-best of the recovery.   The consumer price index rose 0.8% compared to a year ago. The Labor Department said core CPI, which strips out food and energy, rose 2.2%. The cost of food was unchanged in July, and has risen 0.2% over the past year, the smallest increase since the 12 months ending in March 2010. Energy prices declined 1.6% and are 10.9% lower for the year. (However, today, oil posted its fourth straight session …

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Financial Review

The Rent is Too High

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-07-19-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSSAnother record high close for the Dow. Housing rebounds but the rent is too high. We spend more on drugs than groceries. IMF cuts forecast for global growth. Offshore oil (not what you think). Earnings reports from: Wells Fargo, Goldman, IBM, Microsoft, and more. Financial Review by Sinclair Noe for 07-19-2016

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Financial Review

Keep Calm

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-06-17-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSSBrexit paused. Bullard goes dovish. Housing starts dip. Amazon automates.  Local Motors prints a bus and it drives away by itself. NASA flies an electric plane. The robot uprising gets off to a slow start. Financial Review by Sinclair Noe for 06-17-2016

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Financial Review

Illusion of Growth

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-05-17-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSSInflation up, housing starts rebound, 1Q share buybacks at a new high, IMF eases on Greece, robot truckers, and Supremes punt. Financial Review by Sinclair Noe for 05-17-2016

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Financial Review

When Doves Fly

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-03-16-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSSFOMC Day and the Fed turns dovish.

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