Financial Review

Countdown

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-11-05-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Waiting for the election. Iran sanctions in effect. Talk about talking with China. Net neutrality. Lowe’s closing stores. Amazon might have 2 new HQs. FedEx to hike rates. Financial Review by Sinclair Noe for 11-05-2018

READ MORE →
Financial Review

Rolling Bear

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-10-30-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Stocks bounce but still headed for a bad month. Facebook turns a profit but user numbers are weak. GE’s penny dividend. Apple sells non-phone stuff. FoxConn deal falters. Consumer confidence strong. Housing stalls. Zinke’s hinky. Attacking the 14th. Financial Review by Sinclair Noe for 10-30-2018

READ MORE →
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

READ MORE →
Financial Review

Absent a Smackdown

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-06-11-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS….G7 summit mess. Trump Kim summit next. Fed on Wednesday, with a possibility for change in direction. ECB on Thursday. Net neutrality is dead, for now. AT&T on the hunt. Burgers? Financial Review by Sinclair Noe for 06-11-2018

READ MORE →
Financial Review

Little Record

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-05-16-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Russell 2000 record high. Bonds continue to fall. Zuck goes to Europe. Senate releases records on Trump investigation. Also, financial disclosures. CEO-average worker pay gap grows. Senate votes for net neutrality. Macy’s surprises Macy’s. Financial Review by Sinclair Noe for 05-16-2018

READ MORE →
Financial Review

Eight Straight

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-05-14-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…A string of gains on Wall Street. China-US tweet strange. US companies have hearings on tariffs this week. China visit. SCOTUS rules open up sports gambling. Xerox-Fuji deal nixed. Sears’ slow destruction. Net neutrality on the line. Financial Review by Sinclair Noe for 05-14-2018

READ MORE →
Financial Review

Auto Pilot

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-03-06-2018.mp3Podcast: Play in new window | Download (Duration: 12:51 — 7.4MB)Subscribe: Apple Podcasts | Android | RSS…More tariff idiocy. Factory orders fall. Uber driving trucks with no drivers in Arizona. Blackberry has patents. CVS junky. Off Target. Fresh Royale with Cheese. Washington state challenges net neutrality.   Financial Review by Sinclair Noe for 03-06-2018

READ MORE →
Financial Review

Keep Calm, Carry On

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-01-16-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS….Dow breaks 26k and fades. Gov shutdown? Inflation in your future? Earnings news: BP, Citi, UnitedHealth. Wells Fargo redline. States sue for net neutrality. Bitcoin breakdown. Detroit Auto. Alibaba AI can read better than you. Financial Review by Sinclair Noe for 01-16-2018

READ MORE →
Financial Review

How the Net Dies

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-11-21-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS….Record highs for Dow, S&P, Nasdaq and Russell 2K. DOJ sues to block AT&T-Time Warner deal. FCC moves to kill net neutrality protections for consumers. Existing home sales climb. Financial Review by Sinclair Noe for 11-21-2017

READ MORE →
Financial Review

M&A Media Mayhem

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-11-17-2017.mp3Podcast: Play in new window | Download (Duration: 13:16 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Dow, S&P down for week. Nas up. Wrapping up a good earnings season. Oct. housing starts jump. FCC rolls back media ownership rules; M&A media mayhem ensues. A knife in net neutrality. Tesla’s Semi. Banks behaving badly. Financial Review by Sinclair Noe for 11-17-2017

READ MORE →
Financial Review

In the Wake of the Storm

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-08-31-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Harvey moves on leaving a mess in its wake. Tax reform and deficit spending in Washington. Inflation, soft-flation, stagflation. Net neutrality, anybody? Anybody? Wells Fargo, again. Financial Review by Sinclair Noe for 08-31-2017

READ MORE →
Financial Review

Doves Fly

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-07-12-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Dow record high. Yellen says rates won’t have to rise all that much further. Bonds also move higher. Emerging markets also move higher. Beige Book sounds more upbeat. Bank of Canada boosts rates. Mortgage apps fall. Google wins case in France. Lula guilty in Brazil. Financial Review by Sinclair Noe for 07-12-2017

READ MORE →
Financial Review

Quick Shock

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-07-11-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Wall Street shocked by Junior’s email chain. McConnell tries to rally support for BCRA. Still to come a budget and tax reform. Seattle raises income tax. Traders look to bank earnings. Small biz sentiment slips. JOLT shows strong labor market. Waiting on Yellen testimony. Net neutrality and an internet-wide day of action. The best deals around. Financial Review by Sinclair Noe for 07-11-2017

READ MORE →
Financial Review

Black Hole Sun

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-05-18-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..The panic passes. Washington settles in for a long slog. Wall Street reassess risk. Brazil bribery probe. Walmart shows retailers still alive. Alibaba buy back. Happy B’day FB. Net neutrality dies.   Financial Review by Sinclair Noe for 05-18-2017

READ MORE →
Financial Review

Devil in the Detail

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-04-26-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Tax cut plan unveiled, or at least a rough draft. House takes another stab at repeal and replace of Obamacare. Possible order to withdraw from Nafta. FCC plans to kill the open internet. 100 senators briefed on North Korea. Financial Review by Sinclair Noe for 04-26-2017

READ MORE →
Financial Review

Big Stuff

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-04-24-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS  …..Macron v. Le Pen; Ce n’est pas terminé jusqu’à la fin. Big tax reform stuff on Wednesday. Big North Korea stuff tomorrow. Big net neutrality stuff Wednesday. Big government shutdown possible on Friday. Small 1Q GDP on Friday. Fewer bank branches in your future. Albertsons hunting Whole Foods. iHeart failure. Steve Ballmer has built a really big database. Financial Review by Sinclair Noe for 04-24-2017

READ MORE →
Financial Review

1Q in the Can

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-03-31-2017.mp3Podcast: Play in new window | Download (Duration: 13:16 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..First quarter wrap-up. PCE inflation on the rise – tops Fed target. Consumer spending inches up, but we lost spending power due to inflation. Consumer sentiment very strong. Telecoms bow to consumers over privacy, but net neutrality on the horizon. Airbus and Boeing unveil new planes. SpaceX reuses its rocket. Highways crumble in Atlanta. Financial Review by Sinclair Noe for 03-31-2017

READ MORE →
Financial Review

What Are the Odds?

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-06-14-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSS  German 10 year bonds go negative. Brits say they want to leave. Investors go to cash. Shoppers shop. FOMC conclave. Net neutrality survives. Financial Review by Sinclair Noe for 06-14-2016

READ MORE →
Financial Review

Understanding Global Banking

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-06-11-2015.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSSFinancial Review by Sinclair Noe DOW + 38 = 18,039 SPX + 3 = 2130 NAS + 5 = 5082 10 YR YLD – .10 = 2.38% OIL – .87 = 60.56 GOLD – 3.60 = 1183.00 SILV + .02 = 16.13     Retail sales rose 1.2% in May on a seasonally adjusted basis.  Auto dealers and gasoline stations posted the strongest sales, but most major retail segments saw healthy gains. What’s more, sales in April and March were stronger than initially reported. Sales at auto dealers rose 2%; the auto sector generates about one-fifth of all retail spending. Sales were up 3.7% at gasoline stations as the price of fuel crept higher. Even if autos and gasoline are excluded, retail sales rose a healthy 0.7%.   Separately, the Federal Reserve reports household debt grew just 2.2% in the first quarter, as a 0.3% fall in mortgage debt offset a 5.6% rise in auto loans, student loans and credit cards. At the same time, real estate value increased by $411 billion. The net effect is that household net worth jumped $1.6 trillion. Meanwhile, corporate debt grew at a 7.2% seasonally adjusted annual rate in the first quarter as businesses pile on debt before a possible Fed rate increase.   The number of US workers who applied for unemployment benefits in the first week of June edged up by 2,000 to 279,000. Claims have been below …

READ MORE →