Financial Review

November Gains

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-11-30-2018.mp3Podcast: Play in new window | Download (Duration: 13:05 — 7.5MB)Subscribe: Apple Podcasts | Android | RSS…Stocks eke out gains for week and month. G20 hopes for and end to trade wars. Trump meets Xi. Putin meets MbS. NAFTA signed but not a done deal. Marriott breach. More Deutsche Bank raids. Financial Review by Sinclair Noe for 11-30-2018

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Financial Review

Toxic

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-11-19-2018.mp3Podcast: Play in new window | Download (Duration: 13:05 — 7.5MB)Subscribe: Apple Podcasts | Android | RSS…Stocks drop again. FAANG stocks are all bearish. US-China-G20 = low expectations. NAFTA no done yet. Iran defies sanctions. Homebuilder confidence drops. Nissan Chairman Ghosn gone. Lessons from HQ2. The word. Financial Review by Sinclair Noe for 11-19-2018

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Financial Review

Marines Sue for Trademark Infringement

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-10-01-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…NAFTA renamed. Net neutrality fight continues. GE’s new sacrificial lamb. Elon Musk makes deal with SEC. Nobel for immunotherapy. Financial Review by Sinclair Noe for 10-01-2018

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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

21st Day of September

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-09-21-2018.mp3Podcast: Play in new window | Download (Duration: 12:59 — 7.4MB)Subscribe: Apple Podcasts | Android | RSS…Another record close for the Dow. Quad witch and rebalancing. Waiting on the Fed. China trade war kicks into gear on Monday; retailers write letters. NAFTA? Bid for Sky. Financial Review by Sinclair Noe for 09-21-2018 DOW + 86 = 26,743

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Financial Review

Steal This Memo

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-09-06-2018.mp3Podcast: Play in new window | Download (Duration: 13:09 — 7.5MB)Subscribe: Apple Podcasts | Android | RSS…Tech hit again. Betting on resistance. Tariff consultation period expires. Emerging markets continue retreat. ISM pops. Wages are flat, so invent new numbers. Bitcoin kicked. Jones banned. Financial Review by Sinclair Noe for 09-06-2018

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Financial Review

Opinions Anon

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-09-05-2018.mp3Podcast: Play in new window | Download (Duration: 13:09 — 7.5MB)Subscribe: Apple Podcasts | Android | RSS…Twitter and Facebook go to Washington. Google not so much. NYT Op-Ed cites inside resistance. Trade deficit jumps. NAFTA talk, talk. Kyl steps in for McCain. Theranos bleeds out. Financial Review by Sinclair Noe for 09-05-2018

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Financial Review

August Out

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-08-31-2018.mp3Podcast: Play in new window | Download (Duration: 13:10 — 7.5MB)Subscribe: Apple Podcasts | Android | RSS…A solid August for stocks. NAFTA on hold. Arizona Supreme Court kills Invest in Ed and Outlaw Dirty Money. California moves to 100 % Clean Energy. McCain’s message from beyond. Financial Review by Sinclair Noe for 08-31-2018

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Financial Review

The Last Flight

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-08-30-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Stocks slip on news of possible escalation of trade war with China. NAFTA hits a deadline. The EU grows weary. No pay raise for federal workers due to “serious economic conditions”. Consumer spending and inflation rise. McCain’s last flight out of Arizona. Financial Review by Sinclair Noe for 08-30-2018

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Financial Review

Do Not Go Softly

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-08-27-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…A week commemorating John McCain. US-Mexico might have a trade deal. Stocks hit record highs. Farm aid. Yield curve flattens. Tesla stays public. Financial Review by Sinclair Noe for 08-27-2018

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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

It’s Different Because…

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-06-05-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Nasdaq record high. OPEC please pump more. China offers to buy more US goods. Mexico imposes tariffs on US good. ISM strong. More job openings than jobs. Social Security and Medicare wobbly. Judge tells Puerto Rico to reveal death toll from hurricane. Financial Review by Sinclair Noe for 06-05-2018

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Financial Review

Symmetric

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-05-23-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Fed minutes dovish. Stocks erase early losses. Trade disputes still muddled. Uber nixes autonomous cars in AZ. GE’s long arc of losses. Retail mixed. Financial Review by Sinclair Noe for 05-23-2018

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Financial Review

End of Easy

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-05-18-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Stocks down on the week, except small caps. Economy rolling into May. China give and take. Farm bill flops. NAFTA deadline passes. Another school shooting. Financial Review by Sinclair Noe for 05-18-2018

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Financial Review

Tariff Troubles

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-04-04-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…China responds to US tariffs. Markets tumble, then recover, for now. Tariff losers and losers. Implications for global markets and central banks. Troops sent to the border. Nafta wiggle. Facebook breach grows. Financial Review by Sinclair Noe for 04-04-2018

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Financial Review

Political Show

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-03-05-2018.mp3Podcast: Play in new window | Download (Duration: 12:45 — 7.3MB)Subscribe: Apple Podcasts | Android | RSS…Stocks rebound from bad week. Tariffs as a political show. German and Italian elections. ISM stays strong. 3-month T-bills strong auction. Sorting out crypto plans. Qualcomm v. Broadcom. Financial Review by Sinclair Noe for 03-05-2018

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Financial Review

Easy

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-03-02-2018.mp3Podcast: Play in new window | Download (Duration: 12:59 — 7.4MB)Subscribe: Apple Podcasts | Android | RSS…Bad week for stocks. A trade war would be good and easy. Not so much. Financial Review by Sinclair Noe for 03-02-2018

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Financial Review

Down Day Actually

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-01-10-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS….Stocks actually dropped. 10-year note hit 2.60%; China balks on buys. Import prices inch higher. Korean talks. Offshore oil drilling (not quite) plan. DACA delayed. NAFTA collapsing? Tapping home equity. Goodbye cashiers. Kadakcoin. Financial Review by Sinclair Noe for 01-10-2018

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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

Monday, Maybe

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-09-22-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Sen. McCain says no to repeal and replace. Next up, tax reform, unless the world ends tomorrow. Nafta negotiations continue. Sprint-TMobile. Apple falls. FAANG competition. Uber out of London. Voting systems hacked. Financial Review by Sinclair Noe for 09-22-2017

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