Financial Review

Links – January 24, 2019

January 24, 2019 Here is what we are reading today: 

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Financial Review

Uncertainty

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-12-28-2018.mp3Podcast: Play in new window | Download (Duration: 13:01 — 11.9MB)Subscribe: Apple Podcasts | Android | RSS…Stocks finished mixed – up for the week – down for the month and year. A look at 2018 market movers. Financial Review by Sinclair Noe for 12-28-2018

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Financial Review

All About the Face

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-12-03-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Stacks rally on the open, then lose steam. US-China agree to cease fire in trade war. Check back in 90 days. OPEC considers production cuts. Yield curve flattens. France burns. Markets close Wednesday to honor Bush. Financial Review by Sinclair Noe for 12-03-2018

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Financial Review

The Beatings Continue

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-11-09-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Stocks down for the day, up for the week. Oil drops for 10th straight session. Producer prices pop. Court blocks Keystone XL. Changes in asylum. Fighting reporters. Waiting on election results. Financial Review by Sinclair Noe for 11-09-2018

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Financial Review

2018 Gains Gone

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-10-24-2018.mp3Podcast: Play in new window | Download (Duration: 13:09 — 7.5MB)Subscribe: Apple Podcasts | Android | RSS…Stock crash again. Stocks suffer when faced with trade wars, rising interest rates. Beige Book points to another rate hike. New home sales plummet. Earnings news: TSLA, MSFT, V, AMD, F, T. Financial Review by Sinclair Noe for 10-24-2018

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Financial Review

Tumbleweed Trade

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-10-09-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Stocks drift, rates push higher. Mortgage tops 5%. IMF cuts growth forecasts because of trade wars. Ford to cut workers. Bribing farmers with E15. Google got gadgets. Ackman buys coffee. Michael goes to Florida. Financial Review by Sinclair Noe for 10-09-2018

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Financial Review

Time Out

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-09-24-218.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Stocks slip on concerns about trade wars, Rosenstein resignation/firing. Fed meets this week. Oil prices jump. Comcast to buy Sky. Sirius buys Pandora. Kors-Versace. Barrick buys Randgold. Sears near the end. Name changes. Financial Review by Sinclair Noe for 09-24-2018

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Financial Review

21st Day of September

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-09-21-2018.mp3Podcast: Play in new window | Download (Duration: 12:59 — 7.4MB)Subscribe: Apple Podcasts | Android | RSS…Another record close for the Dow. Quad witch and rebalancing. Waiting on the Fed. China trade war kicks into gear on Monday; retailers write letters. NAFTA? Bid for Sky. Financial Review by Sinclair Noe for 09-21-2018 DOW + 86 = 26,743

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Financial Review

After the Deluge

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-09-19-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Spending bill passes. Wall Street looks past trade war but the devil is in the supply chain. Current account deficit drops. Housing starts rise. Global poverty drops. Tilray flies high. Visa, MC to pay $6 bill for swiping. Hurricane costs. Puerto Rico one year after Maria. Financial Review by Sinclair Noe for 09-19-2018

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Financial Review

The Last Flight

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-08-30-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Stocks slip on news of possible escalation of trade war with China. NAFTA hits a deadline. The EU grows weary. No pay raise for federal workers due to “serious economic conditions”. Consumer spending and inflation rise. McCain’s last flight out of Arizona. Financial Review by Sinclair Noe for 08-30-2018

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Financial Review

Trade This

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-08-15-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Trade wars backfire. Who pays? Retail sales up. Productivity up. Inventories up (a little). Homebuilder confidence slips. Financial Review by Sinclair Noe for 08-15-2018

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Financial Review

Inching Higher

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-08-06-2018.mp3Podcast: Play in new window | Download (Duration: 13:10 — 7.5MB)Subscribe: Apple Podcasts | Android | RSS…Earnings season super strong – individual names a bit volatile. Buffett sits on cash. Facebook wants your financial data. Iran under sanctions again. Gates testifies at Manafort trial. Financial Review by Sinclair Noe for 08-06-2018

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Financial Review

Heat of the Day

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-07-24-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Earnings season heats up. Companies affected by trade war. Farmers get $12 billion bailout. It’s hot outside. Financial Review by Sinclair Noe for 07-24-2018

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Financial Review

Don’t Blink

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-06-22-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Stocks finish a bad week. Russell rebalanced. EU tariffs hit. Euro cars next to take a hit? OPEC increases production but not by much. SCOTUS: get a warrant for cell pinpointing. Banks pass stress test. Bitcoin bust. Blazer hecho en Mexico. Financial Review by Sinclair Noe for 06-22-2018

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Financial Review

7 Straight

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-06-20-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Dow drops again. Nasdaq and Russell 2K hit record highs. FAANGs lead. Trade war exposure. OPEC could benefit. Family separation policy ends. Fed’s Powell concerned about trade. Existing home sales dip. Disney ups bid for 21st Century Fox. Financial Review by Sinclair Noe for 06-20-2018

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Financial Review

Making the List

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-06-18-2018.mp3Podcast: Play in new window | Download (Duration: 13:16 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Stocks waver on trade concerns. What makes the list. Home-builders slip. Still, the economy is fairly strong. Ford buys a train station. Financial Review by Sinclair Noe for 06-18-2018

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Financial Review

Trade War

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-06-15-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…$50 billion in tariffs on Chinese goods. Trade war launched.  Manafort in jail, likely to flip; maybe Cohen, too. Financial Review by Sinclair Noe for 06-15-2018

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Financial Review

Unleash the Hounds

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-05-31-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Tariffs on EU, Canada, Mexico; a pall on animal spirits due to uncertainty over possible trade war. Waymo goes for liftoff. Sears going down the drain. Financial Review by Sinclair Noe for 05-31-2018

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Financial Review

On Hold

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-05-21-2018.mp3Podcast: Play in new window | Download (Duration: 13:16 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…China trade war/dispute on hold. EU works a deal with Iran. SCOTUS goes with arbitration for workers. GE/Wabtech. Vote to rollback Dodd Frank. Buyback boom. Fortune 500. Financial Review by Sinclair Noe for 05-21-2018

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Financial Review

Sisyphean

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-04-09-2018.mp3Podcast: Play in new window | Download (Duration: 13:16 — 7.6MB)Subscribe: Apple Podcasts | Android | RSSDespite concerns about Syria, trade wars and earnings season, stocks started higher and then fell back. FBI raids Michael Cohen’s office. CBO forecasts massive debt explosion. IMF and labor force participation. Mr. Zuckerberg goes to Washington. Green Apple. Financial Review by Sinclair Noe for 04-09-2018 DOW + 46 = 23,979 SPX + 8 = 2613 NAS + 35 = 6950 RUT + 1 = 1514 10 Y + .01 = 2.79% OIL + 1.23 = 63.29 GOLD + 2.30 = 1336.70   Last week finished with a disappointing jobs report, and this week started with ongoing concerns about a possible trade war and geopolitical concerns and earnings season – but stocks started the morning strong and moved higher – like Sisyphus rolling the boulder up the hill …, until the final hour of trade, when stock prices came rolling back down the hill. At one point, the Dow was up about 440 points Trump says there will be a “big price to pay” for Syrian President Bashar al-Assad’s suspected use of chemical weapons in the rebel-controlled town of Douma outside Damascus, which killed dozens, including children. We don’t really know what that price is. No word on possible retaliation. No word on possible military action but maybe something in the next 24 to 48 hours. Exactly what, we do not know. The United Nations Security Council held an emergency meeting.   Meanwhile, a possible …

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