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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Financial Review

Thin Air

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-11-28-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: iTunes | Android | RSS…..Black Friday sales dip, except guns. Cyber Monday should be big. OPEC meets Wednesday. Singapore for entrepreneurs. Samsung split? Time for sale? Wells Fargo fights because there is a clause calling for mediation on the bogus accounts they fraudulently opened. Hack the Muni. You did not win the Powerball, so we look at the good news and the bad news in the stock market. Financial Review by Sinclair Noe for 11-28-2016

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Financial Review

Turkey

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-11-21-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: iTunes | Android | RSS…..Dow, S&P 500 and Nasdaq all hit all-time highs. Dollar slips. OPEC wants higher prices. Fischer ready for fiscal stimulus and a rate hike. Dividends drop. Anthem-Cigna deal goes to DOJ. Symantec buys LifeLock. Nokia in a drone world. Alibaba attacks the Cloud. Microsoft builds a quantum supercomputer. Financial Review by Sinclair Noe for 11-21-2016.

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Financial Review

Batten Down the Bonds

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-11-14-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: iTunes | Android | RSS…..Record high close for the Dow. Bonds continue slide. Bracing for the Fed. Earnings out of recession. Japan economy grows. China economy grows. EU will stick to its deals. OPEC can’t stop pumping. Samsung buys Harman. Novartis buys Amneal. Siemens buys Mentor. Toyota pays for rust. Hedge fund secrets revealed. We didn‘t start the fire. Financial Review by Sinclair Noe for 11-14-2016

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Financial Review

No Fear

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-10-31-2016.mp3Podcast: Play in new window | Download (Duration: 13:15 — 6.1MB)Subscribe: iTunes | Android | RSS…..Merger Monday: GE Oil-Baker Hughes, CenturyLink – Level 3, Blackstone-TeamHealth. On the hitter’s deck; Draftkings-FanDuel, Brocade, Broadcom. Consumers spend more, save less. Fed FOMC Wednesday; Jobs report Friday. Bond markets are rattled. OPEC and non-OPEC can’t agree on output cuts (shocking!). Moodys includes climate change in bond ratings. Happy Halloween. Financial Review by Sinclair Noe for 10-31-2016

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Financial Review

Merger Monday

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-10-24-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: iTunes | Android | RSS…..AT&T-Time Warner; TD Ameritrade-Scottrade; Rockwell Collins-BE Aerospace; HNA Group-Hilton Worldwide/Blackstone; Genworth-China Oceanwide Holdings; American Midstream-JP Energy. Whew! Visa beats. T-Mobile beats. Busy week for earnings, including the A+ list (Apple, Alphabet, Amazon) plus car companies (new and old). Goldman cuts outlook for S&P earnings. Support holds for now. Financial Review by Sinclair Noe for 10-24-2016

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Financial Review

Relatively Soon

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-10-12-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: iTunes | Android | RSS…..Fed minutes point to a hike “relatively soon”. Wells Fargo CEO John Stumpf is out immediately. Yemen rebels fire on a US ship. Qatar buys Boeing jetliners and fighters (maybe war does pay). OPEC oil output hits a high. Chromebooks are the back-to-school winner. Wal-mart hikes salaries to avoid overtime pay. Facebook gets out the vote. Financial Review by Sinclair Noe for 10-12-2016

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Financial Review

3Q Earnings and Political Uncertainty

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-10-10-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: iTunes | Android | RSS…..Oil up on Russian cooperation. FOMC minutes on Wednesday. 3Q earnings start tomorrow. No reason for flash crash, pound still weak. Hart and Holstrom win Nobel Economics Prize. Nuns push Wells Fargo under the bus. Mylan’s quick settlement. Chicago teachers might strike. Samsung replacements catch fire; production halted. SCOTUS considers design patents. Financial Review by Sinclair Noe for 10-10-2016

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