Financial Review

Harbingers

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-03-22-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: iTunes | Android | RSS…..London attacked. Markets quiet but volatility ahead. Budget cuts to environmental programs not so easy. Existing home sales dip. Mortgage apps dip. Millionaire households grow fast. Nike, Fed Ex earnings. Fiat Chrysler investigation. ING investigation. ECB on protectionism. T+3 is history. Google ads popping up in the darnedest places. Financial Review by Sinclair Noe for 03-22-2017

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Financial Review

Never Ending Pi

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-03-14-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: iTunes | Android | RSS…..Waiting on the Fed. Saudis cheat on cuts. PPI pops. Small biz optimism dips. FDIC calls for Glass-Steagall (ish). Low volatility on Wall Street. Neiman Marcus sales. Moneygram sweetener. Goodbye Ruby Tuesday? Brexit coming. Wayne Tracker, CEO. EPA cuts; mayors fight back. Goodenough battery breakthrough. Happy Pi Day. Financial Review by Sinclair Noe for 3.14159…2017

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Financial Review

Inside the Stagecoach

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-09-13-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: iTunes | Android | RSS  Down again. Market turbulence begets volatility. Oil falls; IEA says no equilibrium. Bolt will beat Tesla to market. Soar growth. Solar showdown in Nevada. Freeport-McMoRan exits Gulf of Mexico. Fewer in poverty. Small biz worried about election. Hanjin docks in LA. Wells Fargo – bandits inside the stagecoach. Financial Review by Sinclair Noe for 09-13-2016

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Financial Review

We Got Your Volatility Right Here

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-09-09-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: iTunes | Android | RSSMarkets take a hit, finally. Fed’s Rosengren turns hawkish. September hike back on the table. North Korea plays with nukes. Hanjin sinks lower. Wholesale inventories flat, sales down. Galaxy Note 7 on no fly list. Wake up the regulators – Wells Fargo has a big problem. Financial Review by Sinclair Noe for 0-09-2016

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Financial Review

The Only Winner is Gravity

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-10-09-2014.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: iTunes | Android | RSSFinancial Review DOW – 334 = 16,659 SPX– 40 = 1928 NAS – 90 =4378 10 YR YLD un 2.33% OIL – 2.96 = 84.35 GOLD + 2.10 = 1224.60 SILV – .03 = 17.45 Triple-digit swings in the stock market have become common in recent days. Just this week, the Dow jumped 274 points Wednesday, reversing a 272-point decline on Tuesday. We’ll talk about volatility in just a moment. In economic news: Germany’s exports sank 5.8 percent in August, the biggest monthly drop in five years. The figure raised concerns that Europe’s largest economy may fall into recession. European Central Bank President Mario Draghi says Europe’s problems are structural, not cyclical and there can be no recovery without reforms. Draghi was speaking in New York; he said the Euro banking sector is still going through deleveraging; they are not lending; and there are limits to what the ECB can do to produce growth. And deflation is highly contagious. The number of people who applied for U.S. unemployment benefits in the first week of October edged down by 1,000 to a seasonally adjusted 287,000, holding below 300,000 for the fourth straight week. Jobless claims are now 21% lower compared to one year ago. What we are starting to see is that so many businesses fired workers during the downturn and they have been very slow to rehire or hire new workers, which means not many …

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Uncategorized

Friday, January 31, 2014 – January Out

January Out by Sinclair Noe DOW – 149 = 15,698SPX – 11 = 1782NAS- 19 = 410310 YR YLD  – .03 = 2.67%OIL – .76 = 97.47GOLD + 2.80 = 1246.90SILV + .03 = 19.27 The Dow started the year and the month at 16,572 (-926). The S&P 500 started the month at 1845 (-63). The Nasdaq Comp, for the month, went from 4160 (– 57). For the week, the Dow fell 1.1 percent, the S&P 500 slipped 0.4 percent and the Nasdaq dropped 0.6 percent. In January, the Dow slumped 5.3 percent, the S&P 500 lost 3.6 percent and the Nasdaq fell 1.7 percent. January marked the worst month for the Dow and the S&P 500 since May 2012, and the worst for the Nasdaq since October of that year. Yield on the 10 year Treasury note dropped from 2.99% to (- 32bp). And this is a little telling, the Vix, the volatility index went from 14.32 to 18.22    (-3.9) The Vix might be indicating that the market is not sufficiently scared of the emerging market contagion; certainly the Vix is higher than the start of the month, but remember that December saw record highs for the major indices, and a really scary Vix reading would be around $49, for those of you who remember the beginning of 2009. In other words, there are a whole bunch of people who haven’t figured out that we’re in a downturn in the markets. So far the US markets are just experiencing …

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