Financial Review

Got It

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-07-18-2018.mp3Podcast: Play in new window | Download (Duration: 13:16 — 12.1MB)Subscribe: Apple Podcasts | Android | RSS…Stocks drift higher. Beige Book shows steady growth and tariff worries. Berkshire buyback. Trump on Russia: they didn’t do it, they did it, they aren’t continuing to do it. Pizza and burgers. EU fines Google. Amazon Prime smash hit. Morgan Stanley beats. Financial Review by Sinclair Noe for 07-18-2018

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Financial Review

Market Drift

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-04-18-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS….Oil jumps on draw downs. $3 a gallon soon. Morgan Stanley delivers but fails to wow. Beige Book concerns on tariffs. Amazon 100 million Prime. Puerto Rico blackout, again. Financial Review by Sinclair Noe for 04-18-2018

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Financial Review

The Pause Before the Shutdown

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-01-18-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS….Stocks slip. Shutdown looms. Amazon HQ2 – and then there were 20. Jobless claims fall. Morgan Stanley beats. AmEx loss. IBM has revenue. Why all the tax charges? Construction slips. Remodeling booms. Financial Review by Sinclair Noe for 01-18-2018

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Financial Review

Everybody Wants to Go to Heaven

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-11-01-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..ISM manufacturing reverts to strong. Construction spending up. Fed FOMC stands pat. Jay Powell likely pick. GOP tax plan delayed due to math. Facebook beats. Tesla posts big loss. Wells Fargo, again. Financial Review by Sinclair Noe for 11-01-2017

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Financial Review

23K(ish)

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-10-17-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Dow and S&P record high closes. A short-term deal on ACA. NAFTA talks fail. Travel ban blocked. Morgan Stanley and Goldman report. IBM declining-revenue streak continues. Netflix the new movie giant. Volvo v. Tesla. Financial Review by Sinclair Noe for 10-17-2017

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Financial Review

Inside Bank Earnings

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-04-19-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Energy prices slip. Stocks weak. Beige Book sees problems with tight labor. Fed policymakers on gradual path to raise rates and trim balance sheet. Earnings season. Morgan Stanley beats Goldman. eBay can’t beat Amazon. Qualcomm bogged down by litigation. AmEx after Costco. Blackrock rules ETFs. Understanding bank earnings. Financial Review by Sinclair Noe for 04-19-2017

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Financial Review

The Last Man on the Moon

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1A-01-17-2017.mp3Podcast: Play in new window | Download (Duration: 12:15 — 5.6MB)Subscribe: Apple Podcasts | Android | RSS…..King Dollar gonna kill us all. Earnings season and weak forward guidance will be punished. Forget about soft Brexit. Xi to Davos. Deutsche Bank settles. BAT tobacco behemoth. Exxon buys Texas. Saudis ready to end cuts. GM announces jobs. Hyundai announces jobs. Walmart announces jobs. Lowe’s cuts. The last man on the moon. Financial Review by Sinclair Noe for 01-17-2017

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Financial Review

From Beige to Blue

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-10-19-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSS…..Beige Book moderately optimistic, except Houston. Building starts down, mainly apartments. Saudi Arabia issues debt. China’s 3Q GDP 6.7%, again. Earnings: Intel beats but forecast misses, Morgan Stanley beats, Yahoo beats, Halliburton posts a penny, Amex misses Costco. Google all-time high. New Macs? Don’t pay for delayed luggage. Americans work more. Arizona turning blue. Financial Review by Sinclair Noe for 10-19-2016

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Financial Review

An Imperfect Circle

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-03-14-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSS  Waiting on the Fed FOMC. The FCIC recommended criminal investigation of banksters but the DOJ lost the memo.  And today is Pi Day.

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Financial Review

Tug of War

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-01-19-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSSFinancial Review by Sinclair Noe for 01-19-2016 DOW + 27 = 16,016 SPX + 1 = 1881 NAS – 11 = 4476 10 Y un 2.04% OIL – 1.13 = 28.29 GOLD – 1.30 = 1088.50   Just a reminder that last Friday saw the Dow drop 390 and the S&P too down 41, taking out the August lows of 1867 with an intra-day low of 1857. This morning Wall Street started the session with a bounce, but it didn’t hold; in the afternoon the major averages turned negative; the S&P went back down to test support at 1865. We are seeing an important level of support at 1857 to 1867 on the S&P. We told you on Friday that would need to see confirmation in the form of a close below 1867. It did not happen today. The Nasdaq Composite did close below the September low of 4487. The Dow Industrials are still above the August lows off 15,666. You don’t even want to look at charts of the Russell 2000 index or the Dow Transports; they are just ugly.   And then if you move away from Wall Street, the economy doesn’t look too bad: 70 consecutive months of job growth, the unemployment rate at 5%, GDP growth probably around 2% to 2.5% (not great but compared to the rest of the world it looks decent), oil prices falling, which should be …

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