Financial Review

Follow the Money

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-12-05-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS….Stocks slip. Risks are high. Jay Powell confirmed. ISM slips. Trade deficit jumps. Deutsche Bank subpoenaed, maybe. Public hates the tax plan. Russia banned from Olympics. More fire in Cal. Financial Review by Sinclair Noe for 12-05-2017

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Financial Review

Happy Time Vibe

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-12-04-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS….Dow record but off intraday highs. Broader market slides. Tax plan moves to reconciliation. Shutdown pushed back. CVS Aetna deal biggest of the year. Financial Review by Sinclair Noe for 12-04-2017

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Financial Review

Ever-Flowing Streams

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-12-01-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS….Mike Flynn pleads guilty, will roll over. Tax bill vote cometh right soon. Otherwise, a slow news day.   Financial Review by Sinclair Noe for 12-01-2017

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Financial Review

Tax Gimmicks 

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-11-28-2017.mp3Podcast: Play in new window | Download (Duration: 13:16 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Record highs on Wall Street. Tax bill pushed out of Senate committee with the aid of gimmickry; full vote expected Thursday. North Korea tests ICBMs again. Jerome Powell confirmation hearing. Holiday sales results. Bitcoin 10K. Financial Review by Sinclair Noe for 11-28-2017

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Financial Review

Tax Plan Puffery

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-11-20-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS….Debating the tax plan. Yellen will leave Fed. DOJ will block AT&T-Time Warner. Nebraska approves Keystone XL. North Korea terrorism list. Germany may have another vote. Chile tumbles on vote. Marvell buying Cavium. Opioid crisis cost. Financial Review by Sinclair Noe for 11-20-2017

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Financial Review

And It’s Back

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-11-16-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Stocks bounce back. House passes their version of tax cuts, now it moves to the Senate. Walmart, Cisco, and P&G post big gains. Homebuilder confidence up. Fed heads consider how to fight the next recession, and how to protect financial privacy. Tesla’s mind blowing big rig. … Financial Review by Sinclair Noe for 11-16-2017

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Financial Review

Waiting on Markups

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-11-13-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Tax plan mark ups followed by possible vote this week. Philly Fed forecast 2.2% GDP growth for 2017. October deficit grows. NY Fed inflation expectations up. CAPE too high. GE’s train wreck. Financial Review by Sinclair Noe for 11-13-2017

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Financial Review

Thank You

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-11-10-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Stocks slip for the week. Focus on tax cuts but the devil is in the details. Oil drops. Consumer sentiment up. 3 men v. 160 million. Baba’s Singles’ Day. Earnings. Veterans Day tomorrow – thank you. Financial Review by Sinclair Noe for 11-10-2017

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Financial Review

Passable?

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-11-09-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Senate unveils a tax plan. Is it passable? Junk bonds stumble. Earnings parade: DIS, M, JWN, KSS, ROKU, NVDA, DISH. It’s going to hit us. Financial Review by Sinclair Noe for 11-09-2017

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Financial Review

Merger Monday

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-11-06-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Broadcomm-Qualcomm? T-Mobile-Sprint-nope. Disney-21st Century Fox? Intel-AMD – just working together. Bad news for the tax plan – it has been analyzed. Saudi purge. Financial Review by Sinclair Noe for 11-06-2017

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