Financial Review

Running On 

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-08-21-2018.mp3Podcast: Play in new window | Download (Duration: 13:10 — 7.5MB)Subscribe: Apple Podcasts | Android | RSS…This bull market now the longest in US history. Manafort guilty. Cohen pleads guilty and implicates Trump in election violations and obstruction. Microsoft says Russians continue to hack. Financial Review by Sinclair Noe for 08-21-2018

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Financial Review

Backtrack Flip Flop

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-07-17-2018.mp3Podcast: Play in new window | Download (Duration: 13:06 — 12.0MB)Subscribe: Apple Podcasts | Android | RSS…Nasdaq record high. Amazon and Netflix rebound, sorta. Trump returns from Eurozone, backtracks, and flip flops. J. Powell testifies. Wages slip. Industrial production up. Continental and CSX have earnings beat. MGM hits new level of sleaze. Financial Review by Sinclair Noe for 07-17-2018

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Financial Review

What Will Happen Next

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-02-16-2018.mp3Podcast: Play in new window | Download (Duration: 12:45 — 7.3MB)Subscribe: Apple Podcasts | Android | RSS…Indictments…. Financial Review by Sinclair Noe for 02-16-2018

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Financial Review

Get Out Now

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-08-29-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS….Harvey update. North Korea fires missiles, Wall Street rolls on. Case-Shiller home sales solid. Consumer confidence strong. Freeport-McMoran signs over Grasberg. UTX closing in on Rockwell. Buffett banks on BofA. Financial Review by Sinclair Noe for 08-29-2017

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Financial Review

Good Luck

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-08-23-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Trump visits Phoenix, hilarity ensues. New home sales down. Lowe’s earnings miss. WPP miss. Google & Walmart v Amazon. Good luck. Financial Review by Sinclair Noe for 08-23-2017

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Financial Review

No Moral Equivalency

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-08-16-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Trump’s business councils collapse. CEOs quit en masse. GOP denounces Trump. Fed minutes show concern for no inflation. Housing starts down. Financial Review by Sinclair Noe for 08-16-2017

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Financial Review

Not Known for Patience

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-06-09-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Dow record close. Nasdaq falls hard. Mega-tech mauled. Fed next week. Trump wants to testify, under oath. Qatar confusion. Markets won’t always be patient. Brits hung Parliament. Brazil judges split but lean for Temer. Financial Review by Sinclair Noe for 06-09-2017

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Financial Review

Stuff Happening

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-06-08-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Comey testifies. ECB unchanged. Brits hung up on vote. Brazil’s Temer gets a reprieve. Household wealth jumped in 1Q. Nordstrom private. Hudson’s Bay’s job cuts. Yahoo-Verizon on. Alibaba jumps. Endo loses painkiller.   Financial Review by Sinclair Noe for 06-08-2017

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Financial Review

The Accord

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-05-31-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Trump expected to pull US out of Paris accord on climate change. Financial Review by Sinclair Noe for 05-31-2017

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Financial Review

Trump Budget

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-05-23-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Trump budget proposal includes big increases in defense spending and big cuts to social programs. Based on 3% GDP growth. Hits Social Security and Medicaid. Let the budget battles begin.   Financial Review by Sinclair Noe for 05-23-2017

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Financial Review

Go Placidly

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-S_EG_1-05-19-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Stocks bounce today but down for the week amid the noise and hast. Oil tops $50. Brazil’s faces more corruption problems. AT&T weekend strike. Fiat-Chrysler and VW work on diesel scam fix. Student loan debt collection wasted. Americans don’t have a cash cushion. We know where the money is hiding.   Financial Review by Sinclair Noe for 05-19-2017

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Financial Review

Black Hole Sun

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-05-18-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..The panic passes. Washington settles in for a long slog. Wall Street reassess risk. Brazil bribery probe. Walmart shows retailers still alive. Alibaba buy back. Happy B’day FB. Net neutrality dies.   Financial Review by Sinclair Noe for 05-18-2017

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Financial Review

Cake and Panic

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-05-17-2017.mp3Podcast: Play in new window | Download (Duration: 13:16 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Wall Street finally freaks. Trump agenda in doubt. Americans rack up $12.7 trillion in debt. Earnings updates. Google I/O; the machines are learning to learn.   Financial Review by Sinclair Noe for 05-17-2017

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Financial Review

A Tale of Two Markets

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-05-16-2017.mp3Podcast: Play in new window | Download (Duration: 13:16 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Record high for Nasdaq. Markets look past White House dysfunction. Tech and everything else. China is a worry. Housing starts tick down. Industrial production picks up. Ford – job cuts are number one. Home Depot beats on earnings but the rest of retail sucks. Cyber-attack blame game. Pirates of the box office.   Financial Review by Sinclair Noe for 05-16-2017

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Financial Review

More Shoes

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-05-11-2017.mp3Podcast: Play in new window | Download (Duration: 13:16 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..PPI jumps. Unemployment claims shrink. Ugly day for retail. Waiting for more shoes to drop following Comey firing. Dudley warns against protectionism. Banks are starting to fail, again.   Financial Review by Sinclair Noe for 05-11-2017

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Financial Review

Believe Me

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-04-12-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSSChina not a currency manipulator. Yellen is pretty good. Strong dollar bad. NATO not obsolete. Ex-Im is okay. Import prices dropped. Budget deficit jumped. Earnings season kicks off tomorrow. Buffett bails on Wells. Brazilian politics are even crazier. Fewer Americans own homes. United fallout. St. Louis sues Rams. Financial Review by Sinclair Noe for 04-12-2017

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Financial Review

Happy Day

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-03-20-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..FBI investigating Trump-Russia ties. No wiretapping. Gorsuch hearing. Tryancare vote Thursday, maybe. Brexit Article 50. G20 protectionism, yea sure. Gates-Trump. Greece misses again. Deutsche Bank finds greater fools. Vodaphone has an Idea. Albertsons Sprouts. Unilever dumps butter. Twitter full o’ bots. Uber exit. BAML’s big list of everything YTD. Italy is healthiest; Norway is happiest; US is fat and grumpy. Financial Review by Sinclair Noe for 03-20-2017

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Financial Review

February Jobs Report

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-03-10-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..The US added 235,000 job in February. The unemployment rate ticked down to 4.7%. The U-6 rate ticked down to 9.2%. Labor Force Participation up to 63%. Construction strong, retail weak. Wages rise. Trump takes credit. Fed gets ready to take away the punch bowl. Financial Review by Sinclair Noe for 03-10-2017

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Financial Review

Shut Up

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-02-24-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Dow record in the final seconds. Trump blasts fake news at CPAC. Spicer blocks news media at White House. Oil investors go way long on backwardation. Saudi Aramco overvalued. Exxon calls for carbon tax. Sessions brings back private prisons. JC Penney will shut down more stores. Waymo sues Uber. Financial Review by Sinclair Noe for 02-24-2017

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Financial Review

When Others Are Greedy

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-02-16-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Another Dow record, barely. What’s sparking the rally. It’s a mess, except it isn’t. Optimism abounds. Fed sees strengthening economy. Philly Fed Mfg Survey at 33 year high. Housing starts down but permits up. Jobless claims still look strong. $16 billion for an app – Snap. Oil higher. OPEC is cutting but US is exporting. Biggest coal plant in the west slated to close.   Financial Review by Sinclair Noe for 02-16-2017

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