Financial Review

When Others Are Greedy

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-02-16-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: iTunes | Android | RSS…..Another Dow record, barely. What’s sparking the rally. It’s a mess, except it isn’t. Optimism abounds. Fed sees strengthening economy. Philly Fed Mfg Survey at 33 year high. Housing starts down but permits up. Jobless claims still look strong. $16 billion for an app – Snap. Oil higher. OPEC is cutting but US is exporting. Biggest coal plant in the west slated to close.   Financial Review by Sinclair Noe for 02-16-2017

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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: iTunes | 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

Double Hat Trick

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-02-10-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: iTunes | Android | RSS…..More records on Wall Street. Reckitt Benchkiser buys Mead Johnson. Blackstone buys Aon unit. Consumer sentiment dips. Oil rallies. Import prices rise. Trump hosts Japan’s Abe. Talks to China’s Xi. Wall will cost more. Greece is still a problem for the EU. Italy next? Germany banks gold. Fast brandy. Financial Review by Sinclair Noe for 02-10-2017

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Financial Review

Bad Optics

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-01-03-2017.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: iTunes | Android | RSS  …..Strong start for trading in the New Year. Technical and fundamental considerations. ISM manufacturing closes 2016 on high note. Construction spending at multi-year high. 115th Congress first order – let the fox guard the chicken coop and then flip flop. Ford folds in the face of bad optics. Samsung S8 might replace your computer. Space X countdown to Sunday. Fewer new drugs last year. Financial Review by Sinclair Noe for 01-03-2017

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Financial Review

Record Territory

Heading into the holidays, we will have some limitations on the news feed, but we’ll try to make up  for it with a few extra author interviews and other podcasts we hope you will find useful. Financial Review by Sinclair Noe for 12-09-2016   The MSCI World index is on track for a gain of 2.7 percent for the week. European shares hit their highest level for 11 months, and were set for their best week since February. Asia-Pacific stocks gained about 2 percent for the week. On Wall Street the Dow Industrial Average, Dow Transports,  S&P 500, Nasdaq Composite, and Russell 2000 all closed at record highs yesterday.   Wall Street’s jump this week has taken the S&P 500 to an eye-watering 27.9 times CAPE, or cyclically adjusted price earnings, that is inflation adjusted earnings averaged over the past 10 years. This is about the same level that the market hit just before the crash of 1929, and is far higher than was seen in 2007, for example, or during the ill-fated boom of the late 1960s. The last time we saw the stock market this expensive on this measure was early in 2002. The U.S. House  has cleared bills to keep the government running through April, but a Senate fight over benefits for retired coal miners and a permanent extension of “Buy America” mandates still threaten a government shutdown this weekend. The stopgap spending measure, which would allow the incoming Trump administration to weigh in on 2017 spending, must be approved …

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Financial Review

Dominoes on Edge

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-12-06-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: iTunes | Android | RSS…..Dow record high close; Russell 2000, too. Don’t get complacent. Trade deficit jumps. Italian banks on the edge. No deal for austerity weary Greeks. OPEC already cheating on output. Los Angeles threat alert. Amazon automates groceries. SCOTUS says Samsung only stole a little of the Apple iPhone. SCOTUS defines insider trading. #extremists. 5G someday. Financial Review by Sinclair Noe for 12-06-2016

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Financial Review

Draghi Put

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-12-05-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: iTunes | Android | RSS…..Italy votes “NO”, but no problem thanks to Draghi Put. Austria leans left. Carson for HUD. Dakota pipeline might have environmental impact – who knew? ISM services bump. James Bullard comes to Phoenix to tour productivity. Consolidated Comm-Fairpoint. Amazon Go to automate grocery shopping. Elon Musk most admired. Financial Review by Sinclair Noe for 12-05-2016.

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Financial Review

Quitaly or Not to Quitaly

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-12-01-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: iTunes | Android | RSS…..Dow record high close. Oil tops $51. Bond bears’ herd mentality. ISM manufacturing up. Construction spending up. Unemployment claims up. Layoffs up. Carrier is chill. Credit Suisse freezes accounts. The Italian referendum explained. No coffee for Schultz. We’re buying cars. 10 gig internet? Yes please. Financial Review by Sinclair Noe for 12-02-2016

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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: iTunes | 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.

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Financial Review

Water Wars

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-11-29-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: iTunes | Android | RSS…..3Q GDP strong. Home sales improve. Confidence high. Cyber sales sizzle. Oil prices bet against OPEC. You can’t have Brexit cake and eat it. Allstate-Squaretrade. Zika in Texas. McFly sneakers. Lake Mead is shrinking and a cross-border water-sharing pact might dry up and blow away. Financial Review by Sinclair Noe for 11-29-2016

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