Financial Review

That’s a Print

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-07-21-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: iTunes | Android | RSSStocks slip. ECB steady. Home sales jump. LEI up. AZ unemployment jumps. Anthem & Cigna face antitrust suits. Beaucoup earnings news. Ailes out. Tesla’s super-secret plan (encoder ring included). Selfie fumblers. Printers in space. Financial Review by Sinclair Noe for 07-21-2016

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Financial Review

Road Trip

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-07-01-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: iTunes | Android | RSSPuerto Rico defaults. Manufacturing picks up. Construction spending drops. Robo-car’s first fatality. Airbag recall, seriously. Road tripping on the Interstate Highway System; thanks Ike. Financial Review by Sinclair Noe for 07-01-2016

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Financial Review

Mind the Gap

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-06-22-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: iTunes | Android | RSSBrexit vote manana. Yellen returns to Capitol Hill. Home sales up. The rent is too high. Puerto Rico sued before pending default. Tesla buys SolarCity. Innovation versus buybacks. Financial Review by Sinclair Noe for 06-22-2016

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Financial Review

Keep Calm

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-06-17-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: iTunes | Android | RSSBrexit paused. Bullard goes dovish. Housing starts dip. Amazon automates.  Local Motors prints a bus and it drives away by itself. NASA flies an electric plane. The robot uprising gets off to a slow start. Financial Review by Sinclair Noe for 06-17-2016

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Financial Review

$6 Battery

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-05-05-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: iTunes | Android | RSSLayoffs, arbitration, underperforming hedge funds and junk ETFs; and how I upgraded my smartphone. Financial Review by Sinclair Noe for 05-05-2016

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Financial Review

Quarter’s End

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-03-31-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: iTunes | Android | RSSThe first quarter ends with gains – go figure – but the vultures are circling, again.

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Financial Review

Thus Spake Yellen

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-03-29-2016.mp3Podcast: Play in new window | Download (Duration: 13:15 — 6.1MB)Subscribe: iTunes | Android | RSSYellen speech is dovish. Risk on.

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Financial Review

That’s Her Story

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-02-10-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: iTunes | Android | RSSFinancial Review by Sinclair Noe for 02-10-2016   DOW – 99 = 15,914 SPX – 0.35 = 1851 NAS + 14 = 4283 10 Y – .02 = 1.70% OIL – .64 = 27.30 GOLD + 8.00 = 1197.80   Fed Chair Janet Yellen delivered her semi-annual Humphrey-Hawkins testimony in Washington today in her first major appearance since the Fed’s rate hike last December. In prepared testimony, Yellen said

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Financial Review

What Puzzle?

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-11-20-2015.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: iTunes | Android | RSSFinancial Review by Sinclair Noe for 11-20-2015 DOW + 91 = 17,823 SPX + 7 = 2089 NAS + 31 = 5104 10 YR YLD + .01 = 2.26% OIL – .15 = 40.39 GOLD – 4.80 = 1078.00 SILV – .16 = 14.23     The S&P gained 3.3% for the week, its best showing since December. The Dow rose 3.4% for the week and the Nasdaq added 3.6%. And now we begin the Santa Claus rally on Wall Street, which kicks off with the Turkey Shoot. For 35 years prior to 1987, the Wednesday before and the Friday after Thanksgiving combined were up 33 times. The only declines were in 1964 and 1965. Subsequently, this trend changed. In the 28 years since 1987, there have been 12 declines and 16 advances. As Thanksgiving bullishness lost steam in 1987, the rally afterwards occurred more frequently. Since 1987, DJIA has logged gains in 22 of 28 years from the close on Friday after Thanksgiving to yearend. The S&P 500 is up 0.5% in November and 1.5% thus far in 2015. There are 28 trading days remaining in 2015.  And going back to 1950, December is the best month of the year for the S&P 500 with the final 30 days of a year producing a mean gain of 2.36%. There could still be a black swan or some other exogenous event. This does not mean …

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Financial Review

An Inexplicable Force

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-10-20-2015.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: iTunes | Android | RSSFinancial Review by Sinclair Noe for  10-20-2015 DOW – 13 = 17,217 SPX – 2 = 2030 NAS – 24 = 4880 10 YR YLD + .04 = 2.07% OIL – .34 =45.56 GOLD + 5.20 = 1176.80 SILV + .07 = 16.00 Housing starts rose in September as builders ramped up construction of apartments. Construction of new homes increased 6.5% to a seasonally adjusted annual pace of 1.21 million units in September. After two months of declines, the gain in September brings starts back to just below June’s level, which was an eight-year high. In September, starts for single-family homes, which accounts for the largest share of the market, rose 0.3% to a 740,000 unit pace.   Earnings reports will likely be a big driver for stocks this week. IBM shares dropped 5.5% after announcing revenues that missed even the most pessimistic expectations and issuing weaker-than-expected guidance for the year.   Verizon posted better than expected earnings and revenue, in large part due to the release of the new Apple iPhone 6S and 6S Plus in September. The company net added 1.3 million wireless retail postpaid subscribers in the quarter compared with 1.1 million in the second quarter. Net income rose to just over $4 billion, or 99 cents per share on revenue of just over $33 billion.   United Technologies reported a drop in third-quarter profit that still beat analyst expectations, and its chief executive said the …

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