Financial Review

Consistency

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-04-12-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…About face on Syria. About face on TPP. The Fed and inflation. Banks kick off earnings season. Delta, Blackrock deliver. Bed, Bath & Beyond Bad. Financial Review by Sinclair Noe for 04-12-2018

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Financial Review

Tariffs

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-03-08-2018.mp3Podcast: Play in new window | Download (Duration: 12:55 — 7.4MB)Subscribe: Apple Podcasts | Android | RSS…Tariffs signed – 25% steel, 10% aluminum – Canada & Mexico get a reprieve. TPP signed – minus US. Cigna buying Express Scripts. Tomorrow is 9-year anniversary of market bottom – tech has been the leader in the bull market. Financial Review by Sinclair Noe for 03-08-2018

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Financial Review

Minutes. Poof.

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-02-21-2018.mp3Podcast: Play in new window | Download (Duration: 12:45 — 7.3MB)Subscribe: Apple Podcasts | Android | RSS….Stocks drop after FOMC minutes. 10-year note closes in on 3%. Home sales drop – no inventory. Small biz optimistic. No change in take home pay. ECB tomorrow. Apple hunting cobalt. Financial Review by Sinclair Noe for 02-21-2018

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Financial Review

Sun Tariff

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-01-23-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS….Dow slips slightly – elsewhere, more record highs. Netflix boffo. J&J and P&G slip. Disney bonus. Kimberley Clark layoffs. Oxfam: inequality grows. Trump to Davos. Tariffs on solar and dishwashers. TPP a go. 3X FANG ETNs. Apple HomePod late to the show. Financial Review by Sinclair Noe for 01-23-2018

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Financial Review

Let’s All Go to the Movies

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-01-24-2017.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSS…..S&P and Nasdaq hit records. TPP dead. Keystone and DAP revived. Breakfast with Big 3. South China Sea simmers. UK loses Article 50 case. Aetna-Humana and a big threat. Earnings season in full bloom (or bust, depending.) Home resales dry up in December. It’s a La La Land world we live in. Financial Review by Sinclair Noe for 01-24-2017

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Financial Review

Year of the Rooster

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-01-23-2017.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSS…..TPP axed. Baseline 25 million jobs and 4% GDP. Emoluments matter. Foxconn TVs in USA. Kroger to add jobs. IBM to add jobs – after firing workers. Yahoo under SEC investigation. McDonald’s post-breakfast come down. Halliburton reports mixed earnings. OPEC cuts as expected. Everett Washington sues Purdue Pharma for OxyContin epidemic. United grounded. Hong Kong most expensive. South Korea most innovative. Happy Year of the Rooster. Tax season starts. Have a cookie. Financial Review by Sinclair Noe for 01-23-2017

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Financial Review

19,000

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-11-22-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSS…..Dow, S&P, Nasdaq and Russell 2000 hit record highs again; passing milestones along the way. Trump policy goals; the trend is in place but the details are fuzzy. Existing home sales surge. Japan quakes again. Amazon goes live. VW goes electric. Turkey dips. Financial Review by Sinclair Noe for 11-22-2016

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Financial Review

Transitioning

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-11-10-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSS…..Dow hits a record high close. Treasuries flop. Trump and Obama meet for transition. A few protests. TPP is dead. Obamacare is almost dead. Aetna is shocked. Pfizer spinoff. Conoco selling oil. We should all be TubeMoguls. Goldman calls the moving van. Sarao spoofs his way to jail. Shake Shack shines. Taser shocks (in a good way). Mylan whiffs. Oil glut continues. Financial Review by Sinclair Noe for 11-10-2016.

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Financial Review

Crash

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-07-08-2015.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSSFinancial Review by Sinclair Noe DOW – 261 = 17,515 SPX – 34 = 2046 NAS – 87 = 4909 10 YR YLD – .02 = 2.20% OIL – .68 = 51.65 GOLD + 3.00 = 1159.00 SILV + .08 = 15.22   The stock market crashed today. Before you accuse me of over exaggerating, I do not consider a 261 point drop on the Dow to be a crash; that’s just a down day, with a dollop of ugly. No, I mean the actual New York Stock Exchange crashed. The computers malfunctioned. Trading stopped for 3.5 hours. Open orders were cancelled. Other orders were re-routed. This was an actual technical crash. It started with a few squirrelly trades in the morning, and at 11:32 AM, the New York Stock Exchange surrendered, halted trading, and tried to reboot the computers.   And for the most part, it did not stop trading in NYSE listed stocks. The other exchanges picked up the trades. First, the Nasdaq did not crash; next the BATS system just re-routed trades, ARCA picked up more trades, and the Philly exchange handled some trades as well. So, in many ways, it was a typical trading day. The New York Stock Exchange is really more of a TV studio these days than a central force behind buy and sell orders. CNBC broadcasts there; tourists gawk; all the trades are electronic, in a …

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Financial Review

Dignity

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-06-26-2015.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSSFinancial Review by Sinclair Noe DOW + 56= 17,946 SPX – 0.82 = 2101 NAS – 31 = 5080 10 YR YLD + .08 = 2.48% OIL – .07 = 59.63 GOLD + 1.30 = 1175.20 SILV – .09 = 15.85   For the week, both the Dow and S&P 500 fell 0.4 percent while the Nasdaq fell 0.7 percent. Nike rose 4.3 percent to $109.71 and was the biggest boost to the Dow after reporting a better-than-expected quarterly profit, lifted as it sold more high-margin shoes and apparel at higher prices.   Micron Technology sank 18 percent to $19.66 a day after forecasting a further decline in prices of chips used in personal computers. It also gave a revenue outlook for the current quarter that was well below market estimates. The PHLX Semiconductor index (SOX) fell 2.4 percent.   The Supreme Court has ruled that same sex couples have a constitutional right to marry nationwide. Voting 5-4, the justices said states lack any legitimate reason to deprive gay couples of the freedom to marry. The ruling in support of marriage equality was widely expected, given the Supreme Court’s previous ruling on the issue. In June 2014, the Supreme Court overturned the 1996 Defense of Marriage Act, opening up federal benefits to same-sex married couples. It heard two cases: Hollingsworth v. Perry, the successful challenge to California’s Proposition 8 measure, a 2008 ballot initiative that …

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