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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Financial Review

Knee Jerk Trading

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-09-28-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: iTunes | Android | RSS……OPEC might cut output, kinda, sorta. Congress overrides veto to sue Saudis. Senate approves CR funding. Janet Yellen testifies. Wells Fargo claws back a pittance. California cuts ties to Wells. The Arizona Republic is with Hillary. Durable goods flat. ABInBev’s global domination of beer. RBS fined. No rescue plan for Deutsche Bank. Tyson chicken nuggets now fortified with plastic. The inevitable end of the crackberry. Financial Review by Sinclair Noe for 09-28-2016

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Financial Review

Mars Looks Pretty Good

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-09-27-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: iTunes | Android | RSS……The Ubiquitous debate. Register to vote before the government shuts down. Iran won’t freeze. WTO slashes global growth forecast. Growth cools for existing home sales. Consumer confidence is high (taken before the debate). Amex forbids merchants to recommend lower price alternatives. Clean Power Plan goes to court. Elon Musk is my favorite Martian. Financial Review by Sinclair Noe for 09-27-2016

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Financial Review

Your Money and Your Life

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-09-26-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: iTunes | Android | RSS  ……..Oil prices on the table in Algiers. BOJ looks at less than zero. The biggest risk – China. New home sales drop. Deutsche Bank stumbles badly. Wells Fargo Round Two. Mylan skips over inversion. Takata looks to BK. Traffic HERE. Financial Review by Sinclair Noe for 09-26-2016

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Financial Review

You Paid

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-09-23-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: iTunes | Android | RSSOPEC meets in Algiers next week. No deals. Banks must scale back betting on commodities. Yahoo breach biggest ever (so far). France passes Germany. Marriott achieves global dominance over hotels. UPS trucks can’t go everywhere. Twitter pops on rumor – how appropriate. For profit college sucks. Why you paid for bonuses at Wells Fargo. Hottest-ever August. Financial Review by Sinclair Noe for 09-23-2016

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Financial Review

Waiting on the Fed

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-09-19-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: iTunes | Android | RSSFed decision due Wednesday. BOJ may steal their thunder. Global debt grows. Passporting rights at risk in a hard Brexit. An oil deal in the works? Home builder confidence grows. Sarepta has a drug for Duchenne MD. Salesforce introduces A.I. Hanjin docks. Financial Review by Sinclair Noe for 09-19-2016

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Financial Review

New Ways to Hail a Taxi

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-08-18-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: iTunes | Android | RSSStocks drift. Oil jumps. Jobless claims drop. AZ bad jobs numbers. Underwater mortgage update. Walmart gets bigger. Earnings confusion. US cancels private prison contracts. Harley emissions scam. Bankers still behaving badly. Autonomous Ubers and driverless flying buses. Seriously. Financial Review by Sinclair Noe for 08-18-2016

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