Financial Review

Hangover

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-11-08-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Fed stands pat on rates. Oil enters bear market. Court rules DACA must continue. Mass shootings as a health issue. Earnings season: Disney, Roku, TripAdvisor and Hertz. Ford and VW talk alliance. Sears closing more stores. Financial Review by Sinclair Noe for 11-08-2018

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Financial Review

Down Again

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-10-15-2019.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Deficit grows. Retail sales stagnant. Saudis threaten to weaponize oil. Sears BK. Earnings ramp up. Financial Review by Sinclair Noe for 10-15-2018

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Financial Review

Crash

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-10-10-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Stocks crash, go figure. PPI rises. Inventories up. CVS-Aetna done deal. Wells Fargo losing customers. Sears in the dustbin of history. Hurricane Michael. Financial Review by Sinclair Noe for 10-10-2018

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Financial Review

Time Out

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-09-24-218.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Stocks slip on concerns about trade wars, Rosenstein resignation/firing. Fed meets this week. Oil prices jump. Comcast to buy Sky. Sirius buys Pandora. Kors-Versace. Barrick buys Randgold. Sears near the end. Name changes. Financial Review by Sinclair Noe for 09-24-2018

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Financial Review

Sunshine Clean

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-08-17-2018.mp3Podcast: Play in new window | Download (Duration: 12:59 — 7.4MB)Subscribe: Apple Podcasts | Android | RSS…Talk of trade talks. Copper – the canary in the coal mine. Consumer sentiment slips. Short-termitis in earnings reports. Corporate governance. Financial Review by Sinclair Noe for 08-17-2018

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Financial Review

Unleash the Hounds

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-05-31-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Tariffs on EU, Canada, Mexico; a pall on animal spirits due to uncertainty over possible trade war. Waymo goes for liftoff. Sears going down the drain. Financial Review by Sinclair Noe for 05-31-2018

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Financial Review

Eight Straight

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-05-14-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…A string of gains on Wall Street. China-US tweet strange. US companies have hearings on tariffs this week. China visit. SCOTUS rules open up sports gambling. Xerox-Fuji deal nixed. Sears’ slow destruction. Net neutrality on the line. Financial Review by Sinclair Noe for 05-14-2018

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Financial Review

Davos Populism

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-01-26-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Record highs for Dow, S&P, and Nasdaq. 4Q GDP at 2.6%; economy grew 2.3% for 2017. Dec. durable goods up 2.9%. Trump floats America First in Davos. Dollar continues to crater. States sue over SALT. The final days of Sears? Bombardier ok. Financial Review by Sinclair Noe for 01-26-2018

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Financial Review

Non-Freak

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-08-24-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS….Stocks drift lower. Congress to tackle debt ceiling and tax reform. Yellen final hurrah at Jackson Hole. Amazon swallows Whole Foods on Monday. Existing home sales slide. Harvey goes to Texas. Financial Review by Sinclair Noe for 08-24-2017

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Financial Review

Sparring

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-07-20-2017.mp3Podcast: Play in new window | Download (Duration: 11:25 — 6.5MB)Subscribe: Apple Podcasts | Android | RSS…..Nasdaq and Russell hit new records. Emerging markets continue a streak. ECB holds steady and slightly dovish. Leading economic index jumps. CBO scores BCRA – ugly. AZ loses jobs in June. Earnings season: Microsoft hits a record high. Visa strong. EBay stumbles. Amazon will carry Kenmore. Financial Review by Sinclair Noe for 07-20-2017

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Financial Review

Drifting Higher

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/sinclair_noe-seg_1-06-07-2017.mp3Podcast: Play in new window | Download (Duration: 13:16 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Waiting for Super Thursday. Testimony today on Capitol Hill reveals nothing. Trump pushes infrastructure plan. NSA intelligence on Russia hack attempt on voting featuring Reality Winner. Bill Gross and high risk. Bankruptcies rise. Oil tumbles on inventory new. Book a flight to Europe – you can afford it. Toshiba sale. Don’t forget Canada.   Financial Review by Sinclair Noe for 06-07-2017

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Financial Review

Consuming Oxygen

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-05-10-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Comey firing offers minor distraction on Wall Street. IMF concerned about growing corporate debt, warns of swift repricing. Senate sticks with limits on methane emissions. Oil prices pop on lower inventories. Aetna exits ACA exchanges. Tesla launches Solar Roofs. Sears’ Lampert confirms he is clueless. Snap snapped. Whole Foods reshuffled. Financial Review by Sinclair Noe for 05-10-2017

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Financial Review

Quiet, Almost Too Quiet

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-03-09-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Flat days the new norm. Glass-Steagall lives? ECB holds steady. Layoffs down. Jobless claims up. AZ loses jobs in Jan. Bill Gross on the Trump mirage and nitro on a bumpy road. 10-year note crosses 2.6%. No sale on paint. GE sells water works. Sears fading away. Flippers got legs. Happy and healthy cities. Financial Review by Sinclair Noe for 03-09-2017

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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: Apple Podcasts | 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

The Mark Inside

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1A-01-27-2017.mp3Podcast: Play in new window | Download (Duration: 12:08 — 5.6MB)Subscribe: Apple Podcasts | Android | RSS…..Nasdaq record high. VIX multi-year low. 4Q GDP 1.9%. 2016 GDP 1.6%. Room to grow. Lucha Libre: Trump v. Slim. PM May comes a begging.  UBS redemptions. Sears fading away. Iranian tankers sail. Happy New Year. Financial Review by Sinclair Noe for 01-27-2017

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Financial Review

Immovable v. Unstoppable

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-01-04-2017.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSS…..FOMC minutes show Fed on track for 3 hikes. Mortgage apps slip. Obamacare first order of business. Auto sales record for 2016. Sears closing stores. Amazon the 800-pound gorilla of holiday shopping. Kohl’s, Macy sales dip. J&J halves hip award. Barclays trader pleads guilty to Forex rigging. US big banks on hook for Euro derivatives. Financial Review by Sinclair Noe for 01-04-2017

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Financial Review

Hack Attack

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-12-29-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSS…..Russia sanctioned for hacks. Unemployment claims down. Trade deficit up. Sprint’s not-so-big job announcement. SEC in-house courts won’t fly. Alere has problems with Medicare billing. Sears continues a long, slow descent. Toshiba continues a fast, sharp descent. Airpods on backorder. Madrid minus cars. A tipping point for solar. Financial Review by Sinclair Noe for 12-29-2016

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Financial Review

StopBusters

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-12-08-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSS…..Dow Industrials, Dow Transports, S&P 500, Nasdaq – all close at record highs. $2 trillion rotates from bonds to equities. Fed raises rates next week.  ECB tapers today. Deutsche Bank turns on UBS, HSBC, Bank of Nova Scotia in silver rigging case. Wells Fargo – bad neighbor. ThyssenKrup hacked. Sears in death spiral. Financial Review by Sinclair Noe for 12-08-2016

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Financial Review

Mylan Digs a Deeper Hole

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-08-25-2016.mp3Podcast: Play in new window | Download (Duration: 13:15 — 6.1MB)Subscribe: Apple Podcasts | Android | RSSUnemployment claims 77 week streak.  Durable goods orders are solid. Waiting on the Fed in Jackson Hole, even if you are Fed Up. Mylan gets greedy and CEO digs the hole deeper. Brazil impeachment update. The end of FARC. Turkey moves into Syria. ON Semi gets approval for Fairchild Semi. Sears staggered. Uber losses. Robo-taxi happens. Airbnb shows very real meaning of hospitality. Financial Review by Sinclair Noe for 08-25-2016

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Financial Review

The Radical and Necessary Notion

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-05-27-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSS1Q GDP revised up to 0.8%; economy slogs along. Yellen hawkish, with an oops. Why G7? Why Sears? Philips turns out the lights. ACLU-MSFT tag team for 4th Amendment. Obama in Hiroshima. Financial Review by Sinclair Noe for 05-27-2016

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