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: iTunes | 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

Fed Day

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-03-15-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: iTunes | Android | RSS…..FOMC raises rates; very expected; not hawkish. CPI inches higher. Retail sales slow. Business inventories rise. Twitter hacked. Dutch Trump loses. MIT rewards rules breakers. Financial Review by Sinclair Noe for 03-15-2017

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Financial Review

Pause

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-11-16-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: iTunes | Android | RSS…..Dow waits for assault on 19,000. PPI unchanged. Industrial production unchanged. Mortgage rates up. Fed ready to hike rates. Bill Gross isn’t buying the Trump Bump. Snapchat files to go public. Amazon goes after knockoffs. Twitter goes after trolls. EU will fine more banksters. SEC finally addresses Flash Crash. Ford still going to Mexico. Playstation Fiesta Bowl. Financial Review by Sinclair Noe for 11-16-2016

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Financial Review

Welcome to Earnings Reporting Season

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-10-11-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: iTunes | Android | RSS…..Alcoa kicks off earnings reports – batten down the hatches. Hard Brexit will be expensive. Rosneft chief says nyet to oil production cap. Galaxy Note 7 is finished. GE looks for renewables. Bids for Twitter? Bueller? Bueller? FCA has a deal with union. Chicago schools have a deal with union. Theranos sued. Phoenix real estate – good sales, more inventory, fewer foreclosures, fewer cash investors. The downward spiral of the American shopping mall. Financial Review by Sinclair Noe for 10-11-2016

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Financial Review

Waiting for the Storm

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-10-06-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: iTunes | Android | RSS…..Unemployment benefits drop – why? Layoffs up. Freelance nation. Hurricane Matthew heads for Florida. Will anyone buy Twitter. Wal-Mart invests in e-commerce. Mylan overcharged. Theranos can’t pass the test. Deutsche Bank – still no deal. Samsung replacement phone catches fire. Airplane emissions. Uber offers free rides to the train.   Financial Review by Sinclair Noe for 10-06-2016

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Financial Review

You Paid

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-09-23-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: iTunes | Android | RSSOPEC meets in Algiers next week. No deals. Banks must scale back betting on commodities. Yahoo breach biggest ever (so far). France passes Germany. Marriott achieves global dominance over hotels. UPS trucks can’t go everywhere. Twitter pops on rumor – how appropriate. For profit college sucks. Why you paid for bonuses at Wells Fargo. Hottest-ever August. Financial Review by Sinclair Noe for 09-23-2016

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Financial Review

Waiting on the FOMC

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-04-26-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: iTunes | Android | RSSMarkets calm ahead of FOMC decision. Apple chopped. Financial Review by Sinclair Noe for 04-26-2016

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Financial Review

Where Robots Fear to Tread

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-03-10-2016.mp3Podcast: Play in new window | Download (Duration: 13:15 — 6.1MB)Subscribe: iTunes | Android | RSSECB Day and Draghi fires the bazooka. Also, the fifth anniversary of Fukushima.

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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

Until After the Fact

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-01-25-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: iTunes | Android | RSSFinancial Review by Sinclair Noe for 01-25-2016 DOW -208 = 15,885 SPX – 29 = 1877 NAS –  72 = 4518 10 Y – .03 =  2.02% OIL -2.36 = 19.83 GOLD + 11.90 = 1108.90   Stocks in Asia rallied overnight, with the Topix index in Tokyo increasing 1.3 percent, China’s Shanghai Composite Index rising 0.8 percent and the MSCI Asia Pacific Index adding 1.2 percent. Despite gaining in early trading, shares in Europe turned lower. US stocks were down all day, but the selling got worse into the close.   Oil gave up some of its recent gains after Saudi Arabia said it is keeping up investments in energy products and data from China showed that diesel consumption dropped for a fourth consecutive month. Also, Iraq’s oil ministry told Reuters that the country had record output in December, producing as much as 4.13 million barrels a day. A senior Iraqi oil official said separately the country may raise output even further this year. After posting a 21% gain in just 3 days last week, West Texas Intermediate closed down 7.3%.   Following the lifting of economic sanctions and the release of billions of dollars’ worth of frozen Iranian assets, Tehran is ready for business: The country just struck a provisional deal to buy eight A380 superjumbos, while an agreement for 100 more planes from Airbus and Boeing could be completed this week. Over the weekend, China and Iran also mapped out a …

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