Financial Review

Cats and Dogs

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-05-25-2017.mp3Podcast: Play in new window | Download (Duration: 13:16 — 7.6MB)Subscribe: iTunes | Android | RSS…..S&P and Nasdaq hit record highs. Retail leads? Trade gap grows. OPEC extends cuts. GM cheats on diesel, too. Appeals court slams immigration ban. Trump and NATO like cats and dogs. Senate to repeal Obamacare in 2020. Nvidia’s charmed existence. Hurricane season. We’re number 5!   Financial Review by Sinclair Noe for 05-25-2017

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Financial Review

Send in the Clowns

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-05-22-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: iTunes | Android | RSS…..1Q earnings season winds down. CBO scores AHCA. Pause on cost-sharing subsidies case. Trump tour sells big in Saudi Arabia. SCOTUS whacks patent trolls. NC must undo gerrymandering. Ford gets new CEO – share price is Job One. Huntsman-Clariant. Midwest fields flood. Citi’s Banamex laundered money in Mexico. The circus closes its tent. Financial Review by Sinclair Noe for 05-22-2017

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Financial Review

Take 64

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-05-04-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: iTunes | Android | RSS…..House of Reps votes to repeal and replace Obamacare, it’s the Senate’s problem now. Bad day for oil. And metals. Earnings roll on. Viacom beats but more homes cut the cable. CBS beats. Kelloggs double good. Shake Shack sinks. Cities can sue big banks for predatory lending. Financial Review by Sinclair Noe for 05-04-2017

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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: iTunes | 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

Rule the World

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-04-20-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: iTunes | Android | RSS….S&P hits resistance. Nasdaq hits a record. Pro-growth agenda hits a wall. AHCA 2.0 back on the table. Mnuchin talks tax reform, reality might be tougher. Financial Review by Sinclair Noe for 04-20-2017

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Financial Review

Take 63

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-04-04-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: iTunes | Android | RSS…..Trade deficit falls. China-US trade talks this week. Infrastructure talk, look for a package in May. Carbon tax and VAT? Repeal pre-existing conditions. Retail sector slide. Fed Prez Jeffrey Lacker resigns. JPMorgan annual letter to shareholders – there is “something wrong” with the country. Financial Review by Sinclair Noe for 04-04-2017

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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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