Financial Review

Feb. 26, 2019 – Links

What we are reading today: China’s Chief Negotiator Literally Laughs In Donald Trump’s Face During Trade Talk – Esquire. A lack of understanding. These Three Things Are Contributing To China’s Bullish Stock Market – Forbes. It is an extension, not a solution. Story spiked: Kim’s Hanoi hotel masterstroke undone as White House press evicted – ABS-CBN. Stumbling out of the gate. Report: Michael Cohen plans to publicly accuse Trump of criminal conduct in office, during dramatic testimony before Congress – Business Insider. Set the DVR. Trump on brink of defeat on border emergency – Politico. May’s Brexit deal, no-deal or delay? PM offers MPs a choice – Reuters. The Health 202: ‘There is no story I think they can tell that would justify the price increases.’ – Washington Post.  Seven Big Pharma execs travel up to Capitol Hill to see how their lobbying dollars are being spent. Housing starts sink 11% to two-year low in December, but rising permits point to rebound – Marketwatch. AT&T defeats U.S. appeal to kill its Time Warner deal – Los Angeles Times. When a judge tells you that your appeal is a bad idea, it is probably a bad idea. 5G Makes the World’s Biggest Smartphone Conference Look More Like CES – Marketwatch. Your phone is obsolete. Elon Musk keeps slamming the SEC on Twitter. He has 2 weeks to respond in court – Los Angeles Times. Just say no to tweets. Yellen delivers harshest criticism yet of Trump, who declined to hire her …

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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

Whistle Past

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-08-22-2018.mp3Podcast: Play in new window | Download (Duration: 13:00 — 7.4MB)Subscribe: Apple Podcasts | Android | RSS…Trump confirms hush money payoff. Wall Street looks away. Fed minutes point to September rate hike. More tariffs against China tomorrow. Existing home sales stall. Target earnings on target. Lowes earnings good but not strong. Facebook plays whack-a-mole. Financial Review by Sinclair Noe for 08-22-2018

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Financial Review

Running On 

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-08-21-2018.mp3Podcast: Play in new window | Download (Duration: 13:10 — 7.5MB)Subscribe: Apple Podcasts | Android | RSS…This bull market now the longest in US history. Manafort guilty. Cohen pleads guilty and implicates Trump in election violations and obstruction. Microsoft says Russians continue to hack. Financial Review by Sinclair Noe for 08-21-2018

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Financial Review

Trade War

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-06-15-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…$50 billion in tariffs on Chinese goods. Trade war launched.  Manafort in jail, likely to flip; maybe Cohen, too. Financial Review by Sinclair Noe for 06-15-2018

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Financial Review

Sure, Why Not?

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-05-09-2018.mp3Podcast: Play in new window | Download (Duration: 13:14 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Stocks higher. Oil higher. Dollar higher. Bond yields higher. PPI barely budges. Cohen selling access? California mandates solar. Earnings rolling in. Financial Review by Sinclair Noe for 05-09-2018

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Financial Review

Sisyphean

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-04-09-2018.mp3Podcast: Play in new window | Download (Duration: 13:16 — 7.6MB)Subscribe: Apple Podcasts | Android | RSSDespite concerns about Syria, trade wars and earnings season, stocks started higher and then fell back. FBI raids Michael Cohen’s office. CBO forecasts massive debt explosion. IMF and labor force participation. Mr. Zuckerberg goes to Washington. Green Apple. Financial Review by Sinclair Noe for 04-09-2018 DOW + 46 = 23,979 SPX + 8 = 2613 NAS + 35 = 6950 RUT + 1 = 1514 10 Y + .01 = 2.79% OIL + 1.23 = 63.29 GOLD + 2.30 = 1336.70   Last week finished with a disappointing jobs report, and this week started with ongoing concerns about a possible trade war and geopolitical concerns and earnings season – but stocks started the morning strong and moved higher – like Sisyphus rolling the boulder up the hill …, until the final hour of trade, when stock prices came rolling back down the hill. At one point, the Dow was up about 440 points Trump says there will be a “big price to pay” for Syrian President Bashar al-Assad’s suspected use of chemical weapons in the rebel-controlled town of Douma outside Damascus, which killed dozens, including children. We don’t really know what that price is. No word on possible retaliation. No word on possible military action but maybe something in the next 24 to 48 hours. Exactly what, we do not know. The United Nations Security Council held an emergency meeting.   Meanwhile, a possible …

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