Financial Review

Feb. 5, 2019 – Links

Feb. 5, 2019 – Links What we are reading:

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Financial Review

Jan 29, 2019 – Links

Jan 29, 2019 – Links What we are reading:

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Financial Review

Links – January 24, 2019

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

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Financial Review

State of Emergency

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-08-01-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Another Dow record high. Apple sweet. ISM manufacturing slips. Car sales slumber. Consumer spending and inflation flat. Sully opposes air traffic control privatization. The Opioid Crisis – a national emergency. Financial Review by Sinclair Noe for 08-01-2017

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Financial Review

Wake Me When It’s Over

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-08-24-2016.mp3Podcast: Play in new window | Download (Duration: 13:15 — 6.1MB)Subscribe: Apple Podcasts | Android | RSSWaiting on the Fed. Existing home sales drop. Oil, too. A phabulous phablet. Apple’s tax dodge finds a peculiar bedfellow. The really cool part about Tesla’s announcement. Blimps, really big blimps. Government intervention in cheese. The startling truth about “iced” beverages. Financial Review by Sinclair Noe for 08-24-2016

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Financial Review

Thoughts on Oil

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-12-07-2015.mp3Podcast: Play in new window | Download (Duration: 13:15 — 6.1MB)Subscribe: Apple Podcasts | Android | RSSFinancial Review with Sinclair Noe for 12-07-2015 DOW -117 = 17,730 SPX – 14 = 2077 NAS – 40 = 5101 10 YR YLD – .07 = 2.20% OIL – 2.37 = 37.60 GOLD – 15.10 = 1072.20   Crude prices fell again in the first trading session after OPEC said over the weekend that it would maintain production at the current levels and made no decision on a new target ceiling. An oil glut has cut prices by more than 60% since June 2014. Abandoning an official output ceiling effectively codifies what OPEC has already done for the past year: ignore its previous target of 30 million barrels a day. The cartel produced 31.4 million barrels per day in October. Indonesia also rejoined OPEC on Friday (after being inactive since 2008), boosting the group’s participants to 13 members. Oil prices today dropped to levels last seen in 2009.   There has been an ongoing battle between OPEC and US shale producers with each side pumping massive amounts of oil in the hopes the other would cut production once crude became too cheap. The world isn’t going quite the way Saudi Arabia expected when it led OPEC to declare a pricing war against US shale drillers last year by flooding the market with crude oil. Far from being a quick kill, shale drillers have stubbornly held on, and OPEC has suffered along with them. Cheap …

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Financial Review

A Short Week

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-05-26-2015.mp3Podcast: Play in new window | Download (Duration: 13:15 — 6.1MB)Subscribe: Apple Podcasts | Android | RSSFinancial Review by Sinclair Noe DOW – 190 = 18,041 SPX – 21 = 2104 NAS – 56 = 5032 10 YR YLD – .08 = 2.14% OIL – 1.37 = 58.35 GOLD – 18.10 = 1188.80 SILV – .35 = 16.82   The S&P/Case-Shiller Home price index shows prices for existing homes rose in March. Both the 10- and 20-City Composites increased significantly, reporting 0.8% and 0.9% month-over-month increases, respectively. Both the 10-City and 20-City Composites saw year-over-year increases in March. The 10-City Composite gained 4.7% year-over-year, while the 20-City Composite gained 5.0% year-over-year.  Phoenix saw prices increase 0.6% in March,

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Financial Review

Have a Cigar

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-12-17-2014.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSSFinancial Review by Sinclair Noe DOW + 288 = 17,356 SPX + 40 = 2012 NAS + 96 = 4644 10 YR YLD + .08 = 2.15% OIL + .06 = 55.94 GOLD – 6.10 = 1189.90 SILV + .03 = 15.85 I have been telling you for a few years now that the Fed is a vital force in the stock market. I have talked about how the stock market has advanced along with the Fed’s balance sheet. Today absolutely confirms what I’ve been telling you. Most major indices started the day a little higher, and then jumped following the Fed’s FOMC statement and again during Chairwoman Janet Yellen’s press conference. At one point the Dow Industrial Average was up about 300 points; and then people started to digest what was being said; which is what we will do right now.

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