http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-09-15-2017.mp3Podcast: Play in new window | Download (Duration: 13:16 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS….Dow and S&P 500 hit record highs. Retail sales slip. Industrial production down. Oracle disappoints. Equifax continues to disappoint and outrage. Dangerous airline seats. Goodbye, Yellow Pages. Financial Review by Sinclair Noe for 09-15-2017
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
http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-11-07-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSS…..Big rally as Wall Street prices in a Clinton victory. What the bookies and the pollsters predict. Global markets move higher. Oil bounce after a losing streak. Buffett loaded with cash. Oracle wraps up NetSuite. Samsung goes AI. Financial Review by Sinclair Noe for 11-07-2016
http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-07-28-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSSMarkets in tight trading range but tomorrow will be an interesting day. Oil slips again. Oracle reaches for the cloud with NetSuite. Alphabet (Google) crushes earnings. Amazon posts profits. Ford stalls out. Homeownership at lowest level in 50 years. Financial Review by Sinclair Noe for 07-28-2016
http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-05-26-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSSPending home sales increase, durable goods orders increase, jobless claims decrease. Google beats Oracle and retains dominion over the Android kingdom. Microsoft and Facebook lay cable. The French protest. American Airlines doth protest too much. Takata? Why? Financial Review by Sinclair Noe for 05-26-2016
http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-05-24-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSS Wall Street rallies – go figure. Est-ce que Google a un problème d’impôt? Exxon has a problem with its own shareholders. Deere has a problem renting out tractors. Financial Review by Sinclair Noe for 05-24-2016.
http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-05-10-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSSJOLT new jobs, small biz optimism, computerized trading is the winner, solar under-performs coal, earnings news, Google battles Oracle, Amazon battles YouTube, Facebook battles Fox; beam me up to the next available planet. Financial Review by Sinclair Noe for 05-10-2016
DOW + 67 = 12,640SPX + 9 = 1335NAS + 33 = 289210 YR YLD+.05 = 1.67%OIL + 13.92 = 92.12GOLD + 7.10 = 1573.30SILV +.02 = 27.00PLAT – 4.00 = 1441.00Over the past couple of weeks, we’ve paid attention to Jamie Dimon’s testimony on Capitol Hill. You might not have noticed the testimony of Mary Schapiro before the Senate before the Committee on Banking, Housing, and Urban Affairs. Schapiro is the Chairwoman of the SEC. Her testimony was a frank warning on the vulnerabilities of the money market fund system. You may remember that in September 2008, money market funds broke the buck; there was a run on funds held in money market accounts that was only staunched by a $3 trillion dollar guarantee from the Treasury and the Federal Reserve. Breaking the buck was a key part of the financial crisis. There were profound implications for a reputedly rock solid investment. The effects rippled throughout the economy as investors were shortchanged and sponsors were squeezed as they were forced to shore up valuations. Could we see another run on money market funds? We already have. It happened one year ago, a small scale run. And yes, it could happen again. And just because the run was stopped in 2008 and 2011, it is no guarantee another run could be contained in the future. There has basically been no reforms to prevent or control a future money market fund run. Here’s part of Schapiro’s testimony:“Given the role money market funds …