Financial Review

Jan. 30, 2019 – Links

Links – Jan. 30, 2019 What we are reading:

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Financial Review

Thus Spake Powell

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-11-28-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Fed Chief Powell says rates are just below neutral. Stocks big rally. JOLTS shows quits improve. 3Q GDP unchanged at 3.5%. Investors lose faith in market cycle. Financial Review by Sinclair Noe for 11-28-2018

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Financial Review

Can’t Confirm

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-11-27-2018.mp3Podcast: Play in new window | Download (Duration: 12:59 — 7.4MB)Subscribe: Apple Podcasts | Android | RSS— Waiting on G20. Meanwhile, the budget marches into a wall. S&P/Case-Shiller shows home prices flattening. Consumer confidence slips. Clarida speaks; tomorrow Powell speaks. Administration threatens GM. Financial Review by Sinclair Noe for 11-27-2018

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Financial Review

Buckle Up

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-11-15-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Stocks bounce. Brexit ministers resign. Fed monitors global growth. Oil signals slowdown. Mueller’s quiet time is over. NYT blasts Facebook. Earnings watch: Walmart, Nvidia, JC Penney, Nordstrom, Applied Materials, Sonos. GE’s bond problem. Financial Review by Sinclair Noe for 11-15-2018

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Financial Review

Legalized

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-10-17-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Fed minutes point to more tightening. Tax cuts lead to big deficits and moves to cut Social Security and Medicare. Small stocks suffer. BofE leery of leveraged loans. Why Saudis won’t weaponize oil prices. Legalization Day in Canada. Financial Review by Sinclair Noe for 10-17-2018

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Financial Review

Autumn Leaves

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-10-04-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Stocks follow bonds lower. Powell seems overly optimistic. The big questions for Friday’s jobs report. China’s Super Micro hack. Autonomous cars update. Danske’s money laundering problem. Financial Review by Sinclair Noe for 10-04-2018

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Financial Review

Pass the Purell

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-09-27-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Judiciary hearings – not democracy at its finest. Impact on SCOTUS. 2Q GDP at 4.2%. Pending home sales fall. Trade deficit grows. Ford braces for a tariff hit. Volvo has electric trucks. Elon Musk sued by SEC. Medical pot moves forward. Financial Review by Sinclair Noe for 09-27-2018

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Financial Review

Accommodation Drop

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-09-26-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Fed hikes rates. The economy is strong, everything is rosy. Stocks drop. ECB says trade wars will hurt US. NAFTA circles the drain. Trump blames China. Financial Review by Sinclair Noe for 09-26-2018

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Financial Review

Checkers

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-08-24-2018.mp3Podcast: Play in new window | Download (Duration: 13:00 — 7.4MB)Subscribe: Apple Podcasts | Android | RSS…S&P 500 and Nasdaq Comp hit record highs. Jerome Powell at Jackson Hole says economy is strong; Fed will be slow and steady moving forward. Trump Organization and Foundation under investigation. Weisselberg and Pecker have immunity. North Korean peace not happening. Godspeed John McCain. Financial Review by Sinclair Noe for 08-24-2018

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Financial Review

Backtrack Flip Flop

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-07-17-2018.mp3Podcast: Play in new window | Download (Duration: 13:06 — 12.0MB)Subscribe: Apple Podcasts | Android | RSS…Nasdaq record high. Amazon and Netflix rebound, sorta. Trump returns from Eurozone, backtracks, and flip flops. J. Powell testifies. Wages slip. Industrial production up. Continental and CSX have earnings beat. MGM hits new level of sleaze. Financial Review by Sinclair Noe for 07-17-2018

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Financial Review

7 Straight

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-06-20-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Dow drops again. Nasdaq and Russell 2K hit record highs. FAANGs lead. Trade war exposure. OPEC could benefit. Family separation policy ends. Fed’s Powell concerned about trade. Existing home sales dip. Disney ups bid for 21st Century Fox. Financial Review by Sinclair Noe for 06-20-2018

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Financial Review

3 or 4?

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-03-20-2018.mp3Podcast: Play in new window | Download (Duration: 12:59 — 7.4MB)Subscribe: Apple Podcasts | Android | RSS…More Facebook fallout. Waiting on the Fed. Protectionism semantics. Spending bill? Self-driving liability. Amazon in second place. Financial Review by Sinclair Noe for 03-20-2018

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Financial Review

Tariff This

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-03-01-2018.mp3Podcast: Play in new window | Download (Duration: 11:43 — 6.7MB)Subscribe: Apple Podcasts | Android | RSS…Steel and aluminum tariffs. Fed might gradually hike 4 times. Manufacturing jumps. Construction spending flat. Wells Fargo – they just can’t stop. Financial Review by Sinclair Noe for 03-01-2018

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Financial Review

Turnaround Tuesday

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-02-27-2018.mp3Podcast: Play in new window | Download (Duration: 12:43 — 7.3MB)Subscribe: Apple Podcasts | Android | RSS….Stocks fall as Powell is personally bullish. Consumer confidence up. Durable goods down. Case-Shiller home sales up. Infrastructure? Nahh. Comcast wants Sky. Financial Review by Sinclair Noe for 02-27-2018

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Financial Review

Solid Monday Trading

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-02-26-2018.mp3Podcast: Play in new window | Download (Duration: 12:55 — 7.4MB)Subscribe: Apple Podcasts | Android | RSS…Wall Street rallies. New home sales slide. Waiting on Powell’s Fed testimony. Buffett’s pearls of wisdom. Fitbit not fit. GE has fallen. Financial Review by Sinclair Noe for 02-26-2018

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Financial Review

Calm Before Storm

PlayPlay

Podcast: Play in new window | Download (6.6MB)Subscribe: Apple Podcasts | Android | RSS…Stocks scratch out gains ahead of VIX expiration and CPI. Powell stays calm. Home prices jump. Wray v. Kelly. Broadcom v. Qualcomm. Pepsi flat. Remington BK. Financial Review by Sinclair Noe for 02-13-2018

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Financial Review

Turnaround Tuesday

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-02-06-2018.mp3Podcast: Play in new window | Download (Duration: 13:16 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS….Stocks rebound in another wild ride. Overseas markets tumble. Volatility comes roaring back. Waiting on another shutdown. Financial Review by Sinclair Noe for 02-06-2018

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Financial Review

Black Monday 2018

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-02-05-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS….Stocks crash. Worst point decline ever. 2018 gains wiped out. Financial Review by Sinclair Noe for 02-05-2018   DOW – 1,175 = 24,345

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Financial Review

Tax Gimmicks 

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-11-28-2017.mp3Podcast: Play in new window | Download (Duration: 13:16 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Record highs on Wall Street. Tax bill pushed out of Senate committee with the aid of gimmickry; full vote expected Thursday. North Korea tests ICBMs again. Jerome Powell confirmation hearing. Holiday sales results. Bitcoin 10K. Financial Review by Sinclair Noe for 11-28-2017

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Financial Review

Black Cyber-ish

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-11-27-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS….Black November. New home sales at 10-year high. Congress looks to confirm Powell. Big vote this week on tax legislation. Who is in charge of CFPB? Meredith buys Time. Maryland assault weapons ban stands. Bitcoin gets bubbly.

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