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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Financial Review

Wake Me When It’s Over

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-08-24-2016.mp3Podcast: Play in new window | Download (Duration: 13:15 — 6.1MB)Subscribe: iTunes | Android | RSSWaiting on the Fed. Existing home sales drop. Oil, too. A phabulous phablet. Apple’s tax dodge finds a peculiar bedfellow. The really cool part about Tesla’s announcement. Blimps, really big blimps. Government intervention in cheese. The startling truth about “iced” beverages. Financial Review by Sinclair Noe for 08-24-2016

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Financial Review

Take the Overs

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-08-19-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: iTunes | Android | RSSOil bull. Fed jawbones for rate hike. Singer’s bubble. Brexit sets a date. Whistleblower not in it for the money. Valeant is the next Enron. Robocall Strike Force. Take the Overs. Financial Review by Sinclair Noe for 08-19-2016

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Financial Review

Mind the Gap

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-06-22-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: iTunes | Android | RSSBrexit vote manana. Yellen returns to Capitol Hill. Home sales up. The rent is too high. Puerto Rico sued before pending default. Tesla buys SolarCity. Innovation versus buybacks. Financial Review by Sinclair Noe for 06-22-2016

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Financial Review

Fed Day

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-06-15-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: iTunes | Android | RSSFOMC leaves rates unchanged. No surprise. Brexit scares. PPI inches up. Industrial production inches down. California is #6. BofA fires. Office Depot hires. Coffee best served tepid. Financial Review by Sinclair Noe for 06-15-2016.

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Financial Review

Quiet and Overbought

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-06-07-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: iTunes | Android | RSSMarkets are quiet, calm and overbought. Productivity lags, again. Credit growth hits a record. What will Draghi buy? Goldman investigated for Bank Secrecy Act. Valeant looks sick. Samsung has the next cool phone. Financial Review by Sinclair Noe for 06-07-2016

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