Financial Review

Escalation

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-06-19-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Dow down year-to-date. Trade wars escalate. How it could play out. Senate squashes ZTE deal. Another cut to Obamacare. FedEx and Oracle beat earnings. Starbucks sales slip. GE booted from Dow. Financial Review by Sinclair Noe for 06-19-2018

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Financial Review

Roll a Grenade onto the Dance Floor

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-11-15-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Dow, S&P, and Nasdaq go red for November. Individual tax breaks may be temporary. Skinny repeal might blow up tax bill. First GOP tax defector. Retail sales slow. CPI Inflation rises. Earnings …Financial Review by Sinclair Noe for 11-15-2017

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Financial Review

Ain’t That a Shame

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-10-25-2017.mp3Podcast: Play in new window | Download (Duration: 13:16 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Stocks fall on weak earnings. Durable goods orders up. New home sales pop. ECB meets tomorrow. Budget vote tomorrow on Capitol Hill, maybe. CBO scores on CSRs show it would pay to save ACA. Late night vote nullifies end of forced arbitration. Financial Review by Sinclair Noe for 10-25-2017

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Financial Review

Black Monday + 30

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-10-19-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Dow and S&P hit record high closes. Jay Powell possible Fed head. ACA fix maybe. Amazon’s HQ2 and slobbering cities. The lies of fossil fuels. Black Monday + 30 years. Financial Review by Sinclair Noe for 10-19-2017

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Financial Review

Solid 23K

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-10-18-2017.mp3Podcast: Play in new window | Download (Duration: 13:16 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS….Record highs for Dow, S&P and Nasdaq. Senate closer to reconciliation. Mnuchin Rule is shot. Bipartisan ACA fix is killed. Earnings season. Rio Tinto fraud. Beige Book remains moderate and modest. Financial Review by Sinclair Noe for 10-18-2017

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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

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Financial Review

Pottery Barn Rules

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-10-13-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS….Nasdaq record high. Trump tries to undermine ACA by stopping cost-sharing reductions. Trump decertifies Iran deal. CPI up. COLA will be 2%. Retail sales up. Consumer confidence up. BAC beats. WFC misses. The last Flight 666 to HEL. Financial Review by Sinclair Noe for 10-13-2017

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Financial Review

Face Mask Shortage

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-10-12-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS….Repeal replaced by plans that won’t pay. Trump tweet-attacks Puerto Rico. Death toll climbs. Worst wildfire in California history. JPM, C report earnings and prep for defaults. AT&T and cord cutters. PPI pops. Equifax again – seriously. Financial Review by Sinclair Noe for 10-12-2017

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Financial Review

When It Rains It Pours

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-09-19-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS….Dow, S&P and Nasdaq hit records. Waiting on the Fed. Trump’s first UN speech. Obamacare on the block again. Tax reform would add $1.5 trillion to deficit. Did Wells Fargo beat the rap? Equifax sinks lower. Hurricane Maria to PR. Housing starts slip. And more Financial Review by Sinclair Noe for 09-19-2017

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Financial Review

Seven Straight

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-08-03-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Another record close for Dow, #7 – most people are not participating. Waiting on jobs report. Mixed earnings reports: Teva slammed. Tesla slams shorts. Mueller’s grand jury. Insurers flee. The Dead Zone in the Gulf. Financial Review by Sinclair Noe for 08-03-2017

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Financial Review

Quads

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-07-19-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Dow, S&P, Nasdaq and Russell all close at record highs. Passive investors continue to add money. Big money pros still act skittish. Earnings looking good for now. CBO scores repeal only and it is ugly. House tries a reset with the budget. Financial Review by Sinclair Noe for 07-19-2017

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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

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Financial Review

Cookies in Bulk

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-07-13-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS….Dow hits another record. Senate unveils BCRA version 2.1 – it just keeps getting worse. Steel tariffs? Paris Accord? Yellen Day 2 on Capitol Hill and the Fed’s third mandate. Financial Review by Sinclair Noe for 07-13-2017

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Financial Review

Scored

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-06-26-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS….Quiet on Wall Street. CBO scores Senate healthcare bill; 22 million will lose insurance. SCOTUS: upholds most of Trump travel ban for now and will rule in October; will consider whistleblower states; will consider gay wedding cakes; ruled on gay couples being named on birth certificates; ruled on taxpayer grants for church playgrounds; declined a challenge to limits on carrying guns in public. Durable goods orders dip. ISIS hacks state computers. Financial Review by Sinclair Noe for 06-26-2017

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Financial Review

Take 65

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-06-22-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Senate unveils a health care bill. CBO score next week. Vote soon after. 4 GOP senators already oppose it. Those tapes were a bluff. Banks pass stress tests. LEI up. Mortgage rates down. Qatar wants to buy American. Sears Canada BK. Warren’s latest deal. Oracle shines through the cloud. Facebook on a mission. Financial Review by Sinclair Noe for 06-22-2017

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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: Apple Podcasts | 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: Apple Podcasts | 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: Apple Podcasts | 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: 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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