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

READ MORE →
Financial Review

Boring Record Highs

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-10-16-2017.mp3Podcast: Play in new window | Download (Duration: 13:16 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS….Dow, S&P and Nasdaq just keep hitting records. Trump talks tax cuts and welfare reform. Iraq squashes Kurdish independence. Madrid squashes Catalan independence. Netflix beats. Nordstrom’s won’t go private. SCOTUS to review Microsoft and AmEx. Financial Review by Sinclair Noe for 10-16-2017

READ MORE →
Financial Review

Bull Run

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-10-05-2017.mp3Podcast: Play in new window | Download (Duration: 13:16 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS….Stocks hit record highs again, House passes a budget. Trade gap declines. NRA does the very least. Russia hacked NSA. Catalan split on hold. California is a sanctuary state. Stranger Things will cost more. Amazon delivers. Shine on. Financial Review by Sinclair Noe for 10-05-2017

READ MORE →
Financial Review

Death by a Thousand Cuts

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-07-18-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..S&P and Nasdaq close at records. Repeal and replace is dead. Repeal only is dead. What next? NAR shows more foreign real estate buyers. Home builder confidence slips. Would you pay for Made in USA? California extends cap and trade. Bank of America and Goldman Sachs post earnings. Financial Review by Sinclair Noe for 07-18-2017

READ MORE →
Financial Review

Not Happening

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-07-17-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..McCain is sick, healthcare legislation is sicker. Blackrock disappoints. Netflix grows subscribers. FAANG leads market but soft on earnings. China’s predictable GDP. Brexit begins. Can’t find the paperwork on student loans. Made in America. Financial Review by Sinclair Noe for 07-17-2017

READ MORE →
Financial Review

Hippity Hoppity

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-04-17-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Markets bounce after a couple of weak weeks. GDP forecasts slip. Earnings season kicks into gear. Where will earnings come from? Eurozone and emerging markets. Mnuchin: tax reform “not realistic”. United tops earnings forecast. Netflix beat earnings but missed on subs. HCA, not enough emergencies. Financial Review by Sinclair Noe for 04-17-2017

READ MORE →
Financial Review

Mind the Gap

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-01-18-2017.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSS…..Stocks trade in very narrow range. CPI at 2.1%; the rent’s too high. The Fed talks rate increase. Beige Book optimism. BIS says QE doesn’t help Main Street – duh. HSBC, Paris. JPMorgan targeted minorities and women – 2 suits. American Airlines launches Sub-Cattle Class. Essilor buys Luxottica. Target misses. Navient bad news for student loans. Bookies on the inaugural speech. 2016 the hottest year ever, again. Financial Review by Sinclair Noe for 01-18-20017

READ MORE →
Financial Review

November Wrap

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-11-30-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSS…..A November to remember as stocks hit records and bonds bleed. OPEC agrees to production cuts – oil soars. ADP says 216k new jobs. Consumer spending rose, inflation not so much. Beige Book confirms Fed rate hike. Mnuchin and Ross picked for Treasury and Commerce. Carrier keeps half of workers in Indiana. Lucid has big plans for Casa Grande. Financial Review by Sinclair Noe for 11-30-2016.

READ MORE →
Financial Review

Inflation and a High Pressure Economy

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-10-18-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSS…..Inflation creeps forward. The Fed an inflation. Social Security benefits will increase 0.3% – don’t spend it all in one place. First time home buyers actually exist. Netflix crushes earnings. IBM, Goldman Sachs, United Health, and J&J beat. Fund managers go to cash. Financial Review by Sinclair Noe for 10-18-2016

READ MORE →
Financial Review

Fed Talk & Earnings

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-10-17-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSS…..The Battle of Mosul. Yellen looks at a high pressure economy. Rosengren fears inflation. Fischer fears recession. Factory output inches up. Earnings season: BofA beats, Netflix crushes, IBM still bleeding. No Apple car. Tesla and Panasonic to build solar. Samsung goes small in chips. The beginning of the end of HFCs. Financial Review by Sinclair Noe for 10-17-2016

READ MORE →