Financial Review

Scotch and Cigarettes

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-03-24-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: iTunes | Android | RSS…..After 7 years, move on. Obamacare repeal is dead. Capital goods dip. Durable goods up. Oil down. All drill, no frack. Keystone XL approved; full employment for lawyers. Euro banks need to work on living wills. KfW $5.4 billion oops. Financial Review by Sinclair Noe for 03-24-2017

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Financial Review

Waiting

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-03-23-2017.mp3Podcast: Play in new window | Download (Duration: 11:31 — 6.6MB)Subscribe: iTunes | Android | RSS…..Vote on Obamacare repeal bill postponed. Waiting. Financial Review by Sinclair Noe for 03-23-2017

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Financial Review

Quiet, Almost Too Quiet

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-03-09-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: iTunes | Android | RSS…..Flat days the new norm. Glass-Steagall lives? ECB holds steady. Layoffs down. Jobless claims up. AZ loses jobs in Jan. Bill Gross on the Trump mirage and nitro on a bumpy road. 10-year note crosses 2.6%. No sale on paint. GE sells water works. Sears fading away. Flippers got legs. Happy and healthy cities. Financial Review by Sinclair Noe for 03-09-2017

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Financial Review

Trumpcare

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-03-07-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: iTunes | Android | RSS…..GOP unveils repeal and replacement for Obamacare. H-1B suspended. Trade deficit at 5 year high. Eurozone growth. Brazil recession grinds. Exxon invests big in Gulf coast. Salesforce and IBM go all AI. Alexa to testify. RadioShack closing again. Raiders to LV. Financial Review by Sinclair Noe for 03-07-2017.

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Financial Review

Worse for Our Kids

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1A-01-13-2017.mp3Podcast: Play in new window | Download (Duration: 12:16 — 5.6MB)Subscribe: iTunes | Android | RSS…..Retail sales for the holiday – big gains online. PPI surge. House votes to repeal Obamacare. Earnings season kicks off with strong bank earnings, except for Wells Fargo. Fiat Chrysler bounces. VW execs should stay home. Space X launch. EPA says CAFÉ standards moved up. CVS competes with Mylan EpiPen. Millennials lag. Financial Review by Sinclair Noe for 01-13-2017

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Financial Review

Had to Happen

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1A-01-12-2017.mp3Podcast: Play in new window | Download (Duration: 12:16 — 5.6MB)Subscribe: iTunes | Android | RSS…..Stocks drop as bulls left empty handed. Import/export prices higher. First step to repeal Obamacare. A long line of kowtowers. Airlines did not collude. Unicredit on the edge. J&J to buy Actelion. Homebuyers get cold feet. AZ MLS reports Phoenix home sales up, inventory tight. Apple goes Hollywood. VW execs indicted. Fiat Chrysler emissions cheating. Takata settles. Financial Review by Sinclair Noe for 01-12-2017

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Financial Review

Farewell, Goodbye

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1A-01-10-2017.mp3Podcast: Play in new window | Download (Duration: 12:16 — 5.6MB)Subscribe: iTunes | Android | RSS  …..Homebuyer sentiment down. Small biz optimism. Consumer credit up. More job openings. Repeal and replace with something maybe. Farewell address. AZ State of the State – we needs schoolin. Apple to Mesa. Yahoo now Altaba or something maybe. Blockchain goes mainstream. BofA fined again. VW settles for guilty. Goodbye The Limited. Financial Review by Sinclair Noe for 01-10-2017

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Financial Review

Immovable v. Unstoppable

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-01-04-2017.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: iTunes | Android | RSS…..FOMC minutes show Fed on track for 3 hikes. Mortgage apps slip. Obamacare first order of business. Auto sales record for 2016. Sears closing stores. Amazon the 800-pound gorilla of holiday shopping. Kohl’s, Macy sales dip. J&J halves hip award. Barclays trader pleads guilty to Forex rigging. US big banks on hook for Euro derivatives. Financial Review by Sinclair Noe for 01-04-2017

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Financial Review

Transitioning

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-11-10-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: iTunes | Android | RSS…..Dow hits a record high close. Treasuries flop. Trump and Obama meet for transition. A few protests. TPP is dead. Obamacare is almost dead. Aetna is shocked. Pfizer spinoff. Conoco selling oil. We should all be TubeMoguls. Goldman calls the moving van. Sarao spoofs his way to jail. Shake Shack shines. Taser shocks (in a good way). Mylan whiffs. Oil glut continues. Financial Review by Sinclair Noe for 11-10-2016.

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Financial Review

Pandora’s Box

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-08-17-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: iTunes | Android | RSSFOMC minutes show the Fed stuck in neutral. Aetna threatened to pull out of Obamacare exchanges if DOJ did not approve Humana merger – how it could backfire on Aetna. The return of subprime. Cisco job cuts. Target blames Apple. Unstoppable inversion. Financial Review by Sinclair Noe for 08-17-2016

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