Financial Review

Stay Calm and Reboot

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-05-30-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Stocks rebound. Italy, meh. China prepares retaliation. EU gets no tariff breaks, retaliation expected. Beige Book shows moderate growth, not much inflation. Fed eases up on Volcker Rule. Tax cuts are not providing much boost. Stay calm and reboot. Side effects of Ambien. Financial Review by Sinclair Noe for 05-29-2018

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Financial Review

Follow the Money

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-02-22-2018.mp3Podcast: Play in new window | Download (Duration: 11:07 — 6.4MB)Subscribe: Apple Podcasts | Android | RSS…Stocks drop. Fed heads unconcerned. PR still dark. Goldman – tax cuts going to buybacks. Jobless claims down. Follow the gun money. Financial Review by Sinclair Noe for 02-22-2018

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Financial Review

November 2017 Jobs Report

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-12-08-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS….Economy added 228,000 new jobs in November. Unemployment rate 4.1%. U-6 at 8%. Green light for Fed rate hikes. No reason for tax cuts. Financial Review by Sinclair Noe for 12-08-2017

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Financial Review

24K Magic

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-11-30-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS….Dow, S&P, Russell hit record highs. Exuberance over tax cuts. Tax plan would rip a hole in the budget, but looks poised to pass. Consumer spending slowed in October. Tillerson is here today, but tomorrow? CVS-Aetna. Look at the moon. Financial Review by Sinclair Noe for 11-30-2017

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Financial Review

Black Cyber-ish

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-11-27-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS….Black November. New home sales at 10-year high. Congress looks to confirm Powell. Big vote this week on tax legislation. Who is in charge of CFPB? Meredith buys Time. Maryland assault weapons ban stands. Bitcoin gets bubbly.

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Financial Review

M&A Media Mayhem

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-11-17-2017.mp3Podcast: Play in new window | Download (Duration: 13:16 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Dow, S&P down for week. Nas up. Wrapping up a good earnings season. Oct. housing starts jump. FCC rolls back media ownership rules; M&A media mayhem ensues. A knife in net neutrality. Tesla’s Semi. Banks behaving badly. Financial Review by Sinclair Noe for 11-17-2017

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Financial Review

Cliff’s Edge

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-11-14-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Markets on cruise control along the cliff’s edge. Tax bill tries to cut individual mandate. PayGo may be a NoGo. Billionaires for higher taxes. IEA says oil will flow. Home Depot’s hurricane quarter. Financial Review by Sinclair Noe for 11-14-2017

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Financial Review

Carving a Turkey

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-11-08-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Dow, S&P and Nasdaq at record highs. One year after the election. Apple hits $900 billion. Dems win big in local elections. Corporate tax cuts face phase-in after CBO finds deficit too high. Saudi purge continues. Earnings news continues. Financial Review by Sinclair Noe for 11-08-2017

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Financial Review

Carving Pumpkins

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-10-31-2017.mp3Podcast: Play in new window | Download (Duration: 13:16 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Nasdaq record high close. Big 5 tech stocks rule. Valuations high. Consumer confidence up. Employment costs up. Housing formation down. Home prices up. Fed meets to do nothing. Waiting on tax text, which might be the scariest thing this week. Financial Review by Sinclair Noe for 10-31-2017

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Financial Review

Debasement

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-10-24-2017.mp3Podcast: Play in new window | Download (Duration: 13:16 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS….Dow hits another record high. Cat, 3M lead earnings parade. Blackrock downgrades US credit. Tax plan soon, maybe. Corker and Flake speak up. Jobs of the future. Happy online holidays. Financial Review by Sinclair Noe for 10-24-2017

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