Financial Review

Double Dog Dare

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-08-10-2017.mp3Podcast: Play in new window | Download (Duration: 13:16 — 7.6MB)Subscribe: iTunes | Android | RSS….Playing chicken with North Korea and stocks fall. How markets respond. Don’t forget tax reform and debt ceiling. Opioid emergency. PPI fell. Retailers slip, mainly. 2016 hottest ever. Financial Review by Sinclair Noe for 08-10-2017

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Financial Review

End of an Era

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-07-31-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: iTunes | Android | RSS…..Dow hits another record. July was good for Wall Street, great for oil, bad for the dollar. Pending home sales rise. Lending standards tighten up. Scaramucci out after 10 days. Next – tax reform. Venezuela sanctions. Joe Arpaio in pink boxers. Tesla Model 3 hits the streets. Financial Review by Sinclair Noe for 07-31-2017

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Financial Review

Life Comes at You Fast

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-07-28-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: iTunes | Android | RSS…..Dow hits another record. 2Q GDP at 2.6%, meh. Skinny repeal is dead. Reince Priebus gone. Royal Dutch Shell – buy an electric car. Shrinking airline seats. Wells Fargo behaving badly again. Financial Review by Sinclair Noe for 07-28-2017

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Financial Review

Big Stuff

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-04-24-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: iTunes | Android | RSS  …..Macron v. Le Pen; Ce n’est pas terminé jusqu’à la fin. Big tax reform stuff on Wednesday. Big North Korea stuff tomorrow. Big net neutrality stuff Wednesday. Big government shutdown possible on Friday. Small 1Q GDP on Friday. Fewer bank branches in your future. Albertsons hunting Whole Foods. iHeart failure. Steve Ballmer has built a really big database. Financial Review by Sinclair Noe for 04-24-2017

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Financial Review

C’est l’économie stupide

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-2-04-12-2017.mp3Podcast: Play in new window | Download (Duration: 20:24 — 11.7MB)Subscribe: iTunes | Android | RSS…..Wall Street down today, up for the week. Oil down for the week, but gasoline prices head higher. Tax reform next week, if the government stays open. Existing home sales up. State by state unemployment rates lower in March. Fed’s Fischer sanguine on the economy. Exxon can’t drill in Russia. VW on probation. Extended audio analysis of the upcoming French election. Financial Review by Sinclair Noe for 04-21-2017

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Financial Review

Rule the World

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-04-20-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: iTunes | Android | RSS….S&P hits resistance. Nasdaq hits a record. Pro-growth agenda hits a wall. AHCA 2.0 back on the table. Mnuchin talks tax reform, reality might be tougher. Financial Review by Sinclair Noe for 04-20-2017

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Financial Review

Hippity Hoppity

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-04-17-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: iTunes | Android | RSS…..Markets bounce after a couple of weak weeks. GDP forecasts slip. Earnings season kicks into gear. Where will earnings come from? Eurozone and emerging markets. Mnuchin: tax reform “not realistic”. United tops earnings forecast. Netflix beat earnings but missed on subs. HCA, not enough emergencies. Financial Review by Sinclair Noe for 04-17-2017

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Financial Review

Jitters

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-04-05-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: iTunes | Android | RSS…..ADP jobs up big. ISM services down but growing. FOMC Minutes point to unwinding balance sheet and overvalued markets. Tax reform uncertainty. Xi-Trump-North Korea-Syria. JAB buys Panera and rules a coffee empire. Mortgages bigger than ever. AZ forfeiture law. Financial Review by Sinclair Noe for 04-05-2017

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Financial Review

No Small Feat

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-03-27-2017.mp3Podcast: Play in new window | Download (Duration: 13:16 — 7.6MB)Subscribe: iTunes | Android | RSS…..8 days down. Move on to taxes. Kushner swats at reinventing government, after he testifies. Crack down on sanctuary. States’ tax revenue falls. A week of Fedspeak. OPEC considering extending production cuts. Retail sector ugliness. D-Fanged. Bill Gross settles. UPS must pay for cigs. Uber self-driving car crash. Las Vegas Raiders. Financial Review by Sinclair Noe for 03-27-2017

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