Financial Review

Discount of the Day

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-05-24-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…US-North Korea summit nixed; coins still on sale. Rolling back Dodd Frank. Existing home sales drop – tight inventory, higher rates. Europeans get digital privacy, and it spills over on you. Netflix quietly grows. Financial Review by Sinclair Noe for 05-24-2018

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Financial Review

A New Record for Record Highs

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-12-28-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS….Dow and S&P hit record highs, again. Copper 4-year high. Oil up. North Korea caught red handed. South Korea clamps down on bitcoin. A shift in the Senate. A very bad weather year. Looking for loopholes in the tax plan…. Financial Review by Sinclair Noe for 12-28-2017

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Financial Review

Tax Gimmicks 

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-11-28-2017.mp3Podcast: Play in new window | Download (Duration: 13:16 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Record highs on Wall Street. Tax bill pushed out of Senate committee with the aid of gimmickry; full vote expected Thursday. North Korea tests ICBMs again. Jerome Powell confirmation hearing. Holiday sales results. Bitcoin 10K. Financial Review by Sinclair Noe for 11-28-2017

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Financial Review

Tax Plan Puffery

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-11-20-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS….Debating the tax plan. Yellen will leave Fed. DOJ will block AT&T-Time Warner. Nebraska approves Keystone XL. North Korea terrorism list. Germany may have another vote. Chile tumbles on vote. Marvell buying Cavium. Opioid crisis cost. Financial Review by Sinclair Noe for 11-20-2017

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Financial Review

Falling Leaves

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-09-25-2017.mp3Podcast: Play in new window | Download (Duration: 13:16 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS….Blame it on North Korea, or not. FAANG slippage. Fed and autumn leaves. Germany slips to the right. Abe snaps. Kurds seek independence. Oil pops. Deloitte hacked. Target raises minimum wage. Brown Univ. goes debt free. Financial Review by Sinclair Noe for 09-25-2017

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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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Financial Review

Get Out Now

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-08-29-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS….Harvey update. North Korea fires missiles, Wall Street rolls on. Case-Shiller home sales solid. Consumer confidence strong. Freeport-McMoran signs over Grasberg. UTX closing in on Rockwell. Buffett banks on BofA. Financial Review by Sinclair Noe for 08-29-2017

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Financial Review

Deep Purple

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-08-28-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS….Harvey hits Houston, oil refiners, commodities, and the economy. An ounce of prevention vs a pound of cure. Day One, Amazon-Whole Foods. North Korea fires a missile over Japan. Financial Review by Sinclair Noe for 08-28-2017

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Financial Review

Double Dog Dare

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-08-10-2017.mp3Podcast: Play in new window | Download (Duration: 13:16 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS….Playing chicken with North Korea and stocks fall. How markets respond. Don’t forget tax reform and debt ceiling. Opioid emergency. PPI fell. Retailers slip, mainly. 2016 hottest ever. Financial Review by Sinclair Noe for 08-10-2017

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Financial Review

10 Years On

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-08-09-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Fire and fury and a yawn. Manafort home raid. Productivity grows. Fidelity tests bitcoin. 10-year anniversary of the BNP meltdown. Financial Review by Sinclair Noe for 08-09-2017

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Financial Review

Getting Warmer

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-08-08-2017.mp3Podcast: Play in new window | Download (Duration: 13:16 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Trump threatens fire and fury on N. Korea. Climate change is real and it has been leaked to the Times. JOLT shows record high job openings. But it takes 2 jobs. Small biz optimism. Home prices higher. CVS suits. Mayo Phx #20. Perseid on the way Financial Review by Sinclair Noe for 08-08-2017

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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

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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

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Financial Review

Suicide is Painless

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-03-06-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Eight years since S&P 666. North Korea acting badly and bad actors accommodate. Trump signs immigration ban, again. Cancel the reservations. GM sells Opel to Peugeot. Deutsche Bank scraping together cash. Standard-Aberdeen? Wells Fargo under further investigation. Greek austerity fails, again. Did Uber steal from Alphabet? Oh, Snap! TG Therapeutic doubles. Bird flu, again. Arizona minimum wage challenge, again. Financial Review by Sinclair Noe for 03-06-2017

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Financial Review

Turkey

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-02-13-2017.mp3Podcast: Play in new window | Download (Duration: 13:16 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS….Dow, S&P, Nasdaq, Russell all hit record high close. Markets price in best-case scenario. Yellen testimony this week in Washington. Trudeau-Trump tete a tete. Japan and China sell off US Treasuries. Oil down despite OPEC. Oroville Dam, damn. Financial Review by Sinclair Noe for 02-13-2017

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Financial Review

We Got Your Volatility Right Here

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-09-09-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSSMarkets take a hit, finally. Fed’s Rosengren turns hawkish. September hike back on the table. North Korea plays with nukes. Hanjin sinks lower. Wholesale inventories flat, sales down. Galaxy Note 7 on no fly list. Wake up the regulators – Wells Fargo has a big problem. Financial Review by Sinclair Noe for 0-09-2016

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Financial Review

Bon Appetit

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-01-06-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSSFinancial Review by Sinclair Noe for 01-06-2016 DOW – 252 = 16,906 SPX – 26 = 1990 NAS – 55 = 4835 10 Y – .07 =  2.18% OIL – 1.98 = 33.99 GOLD + 16.30 = 1094.80   Sometimes the world can be a messy place. Global markets get discombobulated. That has been the case in the first few trading days of the year. Saudi Arabia and Iran are about as friendly as cats and dogs, China’s economic growth is grinding slower, and then, in left field, North Korea drops a bomb, or at least tests a bomb, maybe.   North Korea announced that scientists had successfully detonated a hydrogen bomb. The U.S. Geological Survey reported that a magnitude 5.1 earthquake was triggered near North Korea’s nuclear test site in the northeast of the country, but could not confirm that it was related to an H-bomb test.   China’s central bank set the yuan’s reference rate at an unexpectedly weak level, a reminder of the shock depreciation in August that sparked a wave of financial-market turmoil. Chinese media said that last summer’s selling ban on major shareholders would remain in place until the government publishes new rules on such sales.  The Shanghai Composite Index jumped 2.3 percent. Emerging-market stocks dropped to a six-year low and developing-nation currencies declined versus the dollar, while shares in Europe resumed losses after closing higher on Tuesday. Investors are …

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Financial Review

Proportional Response

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-12-18-2014.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSSFinancial Review by Sinclair Noe DOW + 421 = 17,778 SPX + 48 = 2061 NAS + 104 = 4748 10 YR YLD + .05 = 2.20% OIL – 1.88 = 54.59 GOLD + 9.00 = 1198.90 SILV + .13 = 15.98 If you were waiting for confirmation, you got it. The major indices went through about 7 days of doom and gloom. Maybe this has something to do with the Federal Reserve’s FOMC statement yesterday. The central bank said in its official statement Wednesday it would “be patient” in deciding when to start raising interest rates from near zero. But then it added that it sees “this guidance as consistent with its previous statement” pledging to keep rates very low for “considerable time.” When asked what “patient” meant, Chairwoman Yellen said the Fed would not begin hiking rates for “a couple” of meetings. Pressed further, she confirmed “a couple” means two. But I’m not sure whether it was hawkish or dovish; more likely it was just a continuation. Here’s my guess and it is only a guess because I don’t know and probably nobody knows. My guess is that a lot of money has come out of oil lately and now that money is moving back into stocks. It’s the buy on the dip mentality, with a little sector rotation on the side. Whatever it was, it was the best day for the …

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Financial Review

More Jobs

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-12-03-2014.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSSFinancial Review by Sinclair Noe DOW + 33 = 17912 SPX + 7 =2074 NAS + 18 = 4774 10 YR YLD + .01 = 2.29% OIL + .49 = 67.37 GOLD + 11.60 = 1211.10 SILV – .04 = 16.52 Record high for the Dow Industrials and the S&P 500. About 2 weeks before the Federal Reserve FOMC meets to determine monetary policy they gather together reports from across the nation on how the economy is doing; the Fed then binds those reports in a Beige folder, or what we call the Beige Book. As the name would imply, the Beige Book is not always a page turner, but it can provide some useful information as well as an indicator of what the Fed policymakers are thinking, and then there is the occasional surprise nugget of information. The Beige Book was released today and it shows the US economy holding up well despite global slowing; economic activity continued to expand in October and November, with lower gasoline prices boosting consumer spending. Despite a sharp drop in crude oil prices, drilling activity in shale production districts remained steady; oil and gas exploration activity decreased in North Dakota and increased in Montana relative to a month earlier; production remained at record levels. Lower oil prices have some oil companies concerned and closely monitoring prices, which are close to many firms’ breakeven price. Employment gains were …

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