http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-12-05-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…US stock markets closed to honor George H.W. Bush. They needed a break. Beige Book shows solid economy with a few headwinds. Friday Jobs report. OPEC meets tomorrow. Financial Review by Sinclair Noe for 12-05-2018
http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-12-04-2018.mp3Podcast: Play in new window | Download (Duration: 13:16 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Stocks crash. FAANGs lose a fortune. Banks slammed. China-US trade deal not a real deal, yet. Inversion is here. Quitar (sounds like something Tariff Man would say). Financial Review by Sinclair Noe for 12-04-2018
http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-06-26-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Stocks rebound a little. Backstepping on trade. Crude pops over $70. Financials stumble. Creeping toward inversion. Consumers optimistic. SCOTUS upholds travel ban because it’s not as bad as it was. Fiduciary rule dies. AMLO odds-on. Financial Review by Sinclair Noe for 06-26-2018
http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-12-06-2017.mp3Podcast: Play in new window | Download (Duration: 13:16 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Stocks slip. Tech bounce. Monetary and fiscal policy and the bond market. Buy the Hake hike rumor and sell the news? Some mistakes in the tax plan. Shutdown? LA burning. Silence breakers. Financial Review by Sinclair Noe for 12-06-2017
http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-08-17-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSSFOMC minutes show the Fed stuck in neutral. Aetna threatened to pull out of Obamacare exchanges if DOJ did not approve Humana merger – how it could backfire on Aetna. The return of subprime. Cisco job cuts. Target blames Apple. Unstoppable inversion. Financial Review by Sinclair Noe for 08-17-2016
http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-04-06-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSSTreasury kills the Pfizer–Allergan inversion, new rules for fiduciaries, more on the Panama Papers, and Puerto Rico fights back.
http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-11-23-2015.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSSFinancial Review by Sinclair Noe for 11-23-2015 DOW – 31 = 17,792 SPX – 2 = 2086 NAS – 2 = 5102 10 YR YLD – .01 = 2.25% OIL + .09 = 41.99 GOLD – 8.50 = 1069.70 SILV – .04 = 14.25 Belgian authorities have extended a lockdown of Brussels for a fourth straight day after police raids searching for those behind last week’s Paris attacks failed to find a prime suspect. The Belgians say they have credible threats of imminent attacks against public gathering places like shopping malls and public transportation. The lockdown will see Brussels’ subway and many shops closed, as well as schools, offices, and mosques; although it is doubtful the terrorists are in mosques. France’s economy slowed following the Nov. 13 terror attacks in Paris. However, that slowdown in the eurozone’s second-largest member wasn’t sharp enough to slow the Eurozone as a whole. Economic activity in the eurozone grew at the fastest pace since May 2011 in November, giving some optimism over the health of the region’s economy. Markit’s flash composite Purchasing Managers’ Index climbed to 54.4 from 53.9 last month, as a recovery continued to be led by the service sector. Growth meanwhile accelerated to a three-month high in Germany, where Markit’s flash composite PMI rose to 54.9 from 54.2, fueled by a big improvement in new business. A reading of manufacturing sentiment in the US …
http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-11-20-2015.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSSFinancial Review by Sinclair Noe for 11-20-2015 DOW + 91 = 17,823 SPX + 7 = 2089 NAS + 31 = 5104 10 YR YLD + .01 = 2.26% OIL – .15 = 40.39 GOLD – 4.80 = 1078.00 SILV – .16 = 14.23 The S&P gained 3.3% for the week, its best showing since December. The Dow rose 3.4% for the week and the Nasdaq added 3.6%. And now we begin the Santa Claus rally on Wall Street, which kicks off with the Turkey Shoot. For 35 years prior to 1987, the Wednesday before and the Friday after Thanksgiving combined were up 33 times. The only declines were in 1964 and 1965. Subsequently, this trend changed. In the 28 years since 1987, there have been 12 declines and 16 advances. As Thanksgiving bullishness lost steam in 1987, the rally afterwards occurred more frequently. Since 1987, DJIA has logged gains in 22 of 28 years from the close on Friday after Thanksgiving to yearend. The S&P 500 is up 0.5% in November and 1.5% thus far in 2015. There are 28 trading days remaining in 2015. And going back to 1950, December is the best month of the year for the S&P 500 with the final 30 days of a year producing a mean gain of 2.36%. There could still be a black swan or some other exogenous event. This does not …