Financial Review

Unintended Consequences

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-07-20-2018.mp3Podcast: Play in new window | Download (Duration: 13:14 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Stocks flat. Earnings still strong. Facebook again. Trump threatens max tariffs on China. China responds. Trump hits Fed again – bad idea. Playmate payoff tape. Google works on Fuschia. Financial Review by Sinclair Noe for 07-20-2018

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Financial Review

Earning Season and Crazy Season

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-07-19-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Earnings continue to pour in hot. Comcast passes on 21st Century Fox. Trade war tensions. Trump influences Fed. Invites Putin to White House. Financial Review by Sinclair Noe for 07-19-2018

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Financial Review

What Wall?

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-07-11-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Stocks fall. Trade war heats up. NATO summit – what wall? Senators flake. Oil tumbles – pick a reason. PPI up. Comcast counters. Financial Review by Sinclair Noe for 07-11-2018

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Financial Review

And Its Discontents

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-07-09-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Wall Street rallies. Waiting on earnings. Consumer borrowing spikes. Buybacks spike. US-China trade war, history suggests pain. Soft v hard Brexit triggers resignations. The state of oil. Financial Review by Sinclair Noe for 07-09-2018

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Financial Review

Backstep

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-06-26-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Stocks rebound a little. Backstepping on trade. Crude pops over $70. Financials stumble. Creeping toward inversion. Consumers optimistic. SCOTUS upholds travel ban because it’s not as bad as it was. Fiduciary rule dies. AMLO odds-on. Financial Review by Sinclair Noe for 06-26-2018

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Financial Review

Trade War Slam

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-06-25-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Trade talk heats up, stocks slammed. Harley not made in America? Flake and Corker try for a jailbreak. SCOTUS backs Amex, and gerrymandering. Toys R Us r gone. GE shrinks from Dow. Financial Review by Sinclair Noe for 06-25-2018

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Financial Review

Chips and Salsa

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-06-14-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Nasdaq hits a record high. ECB dovish with plans to end bond buying. Why it matters. Looming risk – trade wars. Retail sales jump. Kentucky sues Walgreens. NY sues Trump Foundation. DOJ IG blames Comey. AT&T-Time Warner cleared. Financial Review by Sinclair Noe for 06-14-2018

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Financial Review

It’s Different Because…

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-06-05-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Nasdaq record high. OPEC please pump more. China offers to buy more US goods. Mexico imposes tariffs on US good. ISM strong. More job openings than jobs. Social Security and Medicare wobbly. Judge tells Puerto Rico to reveal death toll from hurricane. Financial Review by Sinclair Noe for 06-05-2018

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Financial Review

A Ploy

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-06-04-2018.mp3Podcast: Play in new window | Download (Duration: 13:16 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Nasdaq record high. Trade wars on the horizon. G-6-plus-1 later in the week. M&A around the world. Microsoft gets Github. Buybacks, M&A, & dividends push markets. Apple WWDC. Facebook, again. Financial Review by Sinclair Noe for 06-04-2018

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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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