Financial Review

Big Bounce

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-10-16-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS….Best day for Wall Street since March. Earnings on parade: Goldman, Morgan Stanley, Domino’s, Netlfix, IBM, UnitedHealth, United Air, Target-ing Toys. More than one job for everybody. Paul Allen passes. Financial Review by Sinclair Noe for 10-16-2018

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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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