Financial Review

When Others Are Greedy

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-02-16-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: iTunes | Android | RSS…..Another Dow record, barely. What’s sparking the rally. It’s a mess, except it isn’t. Optimism abounds. Fed sees strengthening economy. Philly Fed Mfg Survey at 33 year high. Housing starts down but permits up. Jobless claims still look strong. $16 billion for an app – Snap. Oil higher. OPEC is cutting but US is exporting. Biggest coal plant in the west slated to close.   Financial Review by Sinclair Noe for 02-16-2017

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Financial Review

5 Straight

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-02-15-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: iTunes | Android | RSS…..Record highs, again for Dow, S&P, Nasdaq, and Russell.  CPI up on higher gas; + 2.5% over past year. Strong retail sales in January. Empire State MFG report strong. Yellen goes before the House. Retailers meet Trump, oppose border adjustment tax. Humana pulls out of ACA. Puzder pulls out of labor bid. Bebe won’t pull out of settlements. Time Warner votes “yes”. SoftBank buys FIG. Verizon wants a new deal. Financial Review by Sinclair Noe for 02-15-2017

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Financial Review

Turkey, Again

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-02-14-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: iTunes | Android | RSS…..Four consecutive sessions with record highs. Yellen delivers Humphrey-Hawkins testimony. Labor market good, inflation warming; rate hikes are live; Dodd-Frank did not destroy lending. PPI jumps in January and 1.6% past 12 months. Flynn resigns. Mnuchin confirmed. Damn Oroville Dam. Aetna-Humana and Cigna-Anthem prove breaking up is hard to do, and costly. Hologic buys Cynosure.Burger King-Tim Hortons-Popeyes. PSA-Opel. Samsung’s Jay Y. Lee arrest warrant. Apple is really big and a 10th anniversary iPhone 8 is right around the corner. Financial Review by Sinclair Noe for 02-14-2017

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Financial Review

Relatively Soon

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-11-17-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: iTunes | Android | RSS…..CPI shows inflation. Jobless claims plummet. AZ unemployment dips. Yellen says rate hike relatively soon. The Minneapolis Plan to avoid another bank bailout and break up the big banks (that’s a bonus). Abe in search of a transition team. Tesla-Solar City – done deal. SpaceX satellite plan. Citi Australia goes cashless. JPMorgan’s Chinese bribe. Wells Fargo loses customers. Valeant-Philidor execs arrested. Ford in India. Financial Review by Sinclair Noe for 11-17-2016

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Financial Review

Fed Talk & Earnings

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-10-17-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: iTunes | Android | RSS…..The Battle of Mosul. Yellen looks at a high pressure economy. Rosengren fears inflation. Fischer fears recession. Factory output inches up. Earnings season: BofA beats, Netflix crushes, IBM still bleeding. No Apple car. Tesla and Panasonic to build solar. Samsung goes small in chips. The beginning of the end of HFCs. Financial Review by Sinclair Noe for 10-17-2016

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Financial Review

Thus Spake Yellen

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-10-14-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: iTunes | Android | RSS…..Retail sales rebound. Consumer sentiment dips – blame the election, it is driving us crazy. PPI up. Treasury tackles earnings stripping. Janet Yellen on the grand experiment of economics and the path forward. Earnings: JPM (zero systemic problems but billions in fines), C, WFC (Ohio puts Wells Fargo on probation). A faster server. Financial Review by Sinclair Noe for 10-14-2016.

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Financial Review

Deutsche Bank Running on Rumors

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-09-30-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: iTunes | Android | RSS….. 3Q recap. Deutsche Bank hits lows – and then a rumor of a cheap settlement with DOJ. Euro banks still look ugly and DB is one of the worst. Consumer sentiment up. Consumer spending down. EU approves Paris Climate Accord – it’s a done deal. Yellen says Fed might start buying corporate bonds and stocks (vintage wine and baseball cards?) Financial Review by Sinclair Noe for 09-30-2016

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Financial Review

Knee Jerk Trading

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-09-28-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: iTunes | Android | RSS……OPEC might cut output, kinda, sorta. Congress overrides veto to sue Saudis. Senate approves CR funding. Janet Yellen testifies. Wells Fargo claws back a pittance. California cuts ties to Wells. The Arizona Republic is with Hillary. Durable goods flat. ABInBev’s global domination of beer. RBS fined. No rescue plan for Deutsche Bank. Tyson chicken nuggets now fortified with plastic. The inevitable end of the crackberry. Financial Review by Sinclair Noe for 09-28-2016

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Financial Review

Decent August Jobs Report

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-09-02-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: iTunes | Android | RSSJobs report Friday. The economy added 151,000 job. The unemployment rate holds at 4.9%. Financial Review by Sinclair Noe for 09-02-2016

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Financial Review

The Case Has Strengthened

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-08-26-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: iTunes | Android | RSSThus spake Yellen. Fischer confirms she is serious. September is on. GDP revised down; look for ponies. Trade gap narrows. Why nobody invests in the US? Herbalife twist. Amazon v Rackspace. Just take a pill. Financial Review by Sinclair Noe for 08-26-2016

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