Financial Review

Davos Populism

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-01-26-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Record highs for Dow, S&P, and Nasdaq. 4Q GDP at 2.6%; economy grew 2.3% for 2017. Dec. durable goods up 2.9%. Trump floats America First in Davos. Dollar continues to crater. States sue over SALT. The final days of Sears? Bombardier ok. Financial Review by Sinclair Noe for 01-26-2018

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Financial Review

Dollarish

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-01-25-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…More records for Do, S&P. New home sales slip. LEI jumps higher. ECB holds pat, Draghi hits US over dollar talk. Trump in Davos – say what? Deaton says US has a poverty problem. Earnings parade: Starbucks, Intel, Cat, 3M. Financial Review by Sinclair Noe for 01-25-2018

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Financial Review

25K

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-01-04-2018.mp3Podcast: Play in new window | Download (Duration: 13:16 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS….Dow, S&P, Nasdaq, and Russell hit record highs. Intel’s Meltdown and Spectre. Krzanich sells early. Capital One – what’s in your wallet? AG Sessions announces war on the evil weed… Financial Review by Sinclair Noe for 01-04-2018

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Financial Review

Merger Monday

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-11-06-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Broadcomm-Qualcomm? T-Mobile-Sprint-nope. Disney-21st Century Fox? Intel-AMD – just working together. Bad news for the tax plan – it has been analyzed. Saudi purge. Financial Review by Sinclair Noe for 11-06-2017

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Financial Review

The Parade Passing By

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-10-26-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..House barely passes budget, now the fighting starts. Opioid emergency, not a national emergency. ECB cuts QE but rates will be lower for longer. A parade of big tech earnings: Amazon, Alphabet, Microsoft, Intel. Plus: UPS, Ford, etc., etc. Financial Review by Sinclair Noe for 10-26-2017

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Financial Review

Carry On

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-09-06-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Stocks bounce back. A 3 month deal on debt ceiling. Highest taxes? Nope. Fischer resigns from Fed. Beige Book moderation. Trade deficit up. Service sector solid. Irma on the way. Closing the Gap. RH bounce. Intel win. New Leaf. Financial Review by Sinclair Noe for 09-06-2017

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Financial Review

DeFAANG

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-07-27-2017.mp3Podcast: Play in new window | Download (Duration: 13:05 — 7.5MB)Subscribe: Apple Podcasts | Android | RSS….Dow hits another record. Others slide. 1987ish. Amazon does its thing. Intel, Twitter, Starbucks, et al. Foxconn goes to Wisconsin. Skinny repeal on tap. Financial Review by Sinclair Noe for 07-27-2017

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Financial Review

A Deluge and an Eclipse

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-04-27-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Earnings flood: Alphabet, Amazon, Microsoft, Intel, Starbucks, UPS, Ford, American Air, Southwest, etc. ECB holds steady. Trump will stay in Nafta. West Virginia moves to renewables. An eclipsing stamp. Financial Review by Sinclair Noe for 04-27-2017

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Financial Review

Stormy Weather

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-03-13-2017.mp3Podcast: Play in new window | Download (Duration: 13:16 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Waiting on the Fed. CBO has numbers on the new American Health Care Act – and they are terrible. Intel buying Mobileye to drive into the future. Lloyds outsourcing jobs to IBM. South Korea’s Park out. No Bitcoin fund. Escondida strike. Icahn loads up on Herbalife. Changes in credit scores. Nor’easter on the way. Financial Review by Sinclair Noe for 03-13-2017

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Financial Review

Go Figure

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1A-02-08-2017.mp3Podcast: Play in new window | Download (Duration: 12:09 — 7.0MB)Subscribe: Apple Podcasts | Android | RSS  …..Nasdaq’s 12 record for 2017. Crude glut, prices rise. Intel investing in AZ. Sharp investing in US. Brexit vote. VW investing in Electrify America. Takata guilty. Earnings season roundup. BofA opens robo-branches. Goldman Sachs robo-bankers. Financial Review by Sinclair Noe for 02-08-2017

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