Financial Review

Hangover

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-11-08-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Fed stands pat on rates. Oil enters bear market. Court rules DACA must continue. Mass shootings as a health issue. Earnings season: Disney, Roku, TripAdvisor and Hertz. Ford and VW talk alliance. Sears closing more stores. Financial Review by Sinclair Noe for 11-08-2018

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Financial Review

Turnaround and Turmoil

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-03-13-2018.mp3Podcast: Play in new window | Download (Duration: 13:00 — 7.4MB)Subscribe: Apple Podcasts | Android | RSS…Rexit. Qualcomm-Broadcom toast. CPI mild. UK v. Russia. Tech slips. Home prices higher. VW goes electric. Financial Review by Sinclair Noe for 03-13-2018

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Financial Review

Big Tech Rolls

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-10-27-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Nasdaq record high. Tech rules. GDP at 3% in 3Q. The global equity markets are even better. Madrid says no to Catalan secession. CVS-Aetna v. Amazon. JC Penney fades. GE’s bad week. VW tries to come clean. Utah’s shrinking national monuments. Financial Review by Sinclair Noe for 10-27-2017

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Financial Review

Populist Airlines

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-09-29-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..3Q finishes on bullish highs. GOP tax scheme doesn’t add up. Tom Price flies into sunset. Consumer spending barely budges. PCE slips. Equifax freeze. Whole Food hack. Puerto Rico’s credit vultures. VW pays more. EVs cost less. Musk’ BFR. Financial Review by Sinclair Noe for 09-29-2017

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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

C’est l’économie stupide

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-2-04-12-2017.mp3Podcast: Play in new window | Download (Duration: 20:24 — 11.7MB)Subscribe: Apple Podcasts | Android | RSS…..Wall Street down today, up for the week. Oil down for the week, but gasoline prices head higher. Tax reform next week, if the government stays open. Existing home sales up. State by state unemployment rates lower in March. Fed’s Fischer sanguine on the economy. Exxon can’t drill in Russia. VW on probation. Extended audio analysis of the upcoming French election. Financial Review by Sinclair Noe for 04-21-2017

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Financial Review

Go Figure

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1A-02-08-2017.mp3Podcast: Play in new window | Download (Duration: 12:09 — 7.0MB)Subscribe: Apple Podcasts | Android | RSS  …..Nasdaq’s 12 record for 2017. Crude glut, prices rise. Intel investing in AZ. Sharp investing in US. Brexit vote. VW investing in Electrify America. Takata guilty. Earnings season roundup. BofA opens robo-branches. Goldman Sachs robo-bankers. Financial Review by Sinclair Noe for 02-08-2017

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Financial Review

Farewell, Goodbye

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1A-01-10-2017.mp3Podcast: Play in new window | Download (Duration: 12:16 — 5.6MB)Subscribe: Apple Podcasts | Android | RSS  …..Homebuyer sentiment down. Small biz optimism. Consumer credit up. More job openings. Repeal and replace with something maybe. Farewell address. AZ State of the State – we needs schoolin. Apple to Mesa. Yahoo now Altaba or something maybe. Blockchain goes mainstream. BofA fined again. VW settles for guilty. Goodbye The Limited. Financial Review by Sinclair Noe for 01-10-2017

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Financial Review

19,000

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-11-22-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSS…..Dow, S&P, Nasdaq and Russell 2000 hit record highs again; passing milestones along the way. Trump policy goals; the trend is in place but the details are fuzzy. Existing home sales surge. Japan quakes again. Amazon goes live. VW goes electric. Turkey dips. Financial Review by Sinclair Noe for 11-22-2016

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Financial Review

Gone Fishin’ with Bob

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-11-18-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSS…..Dollar 14 year high. Bonds bombed. Fed will raise rates. ECB will buy whatever is left to buy. OPEC, don’t bet on it. Obama kills offshore drilling. Pawnee is all shook up. Trump team gels. Trump University settles. VW cuts. DraftDuelFanKings. Spidey silk sneakers. Marilyn’s gown. Gone fishin’ with Bob. Financial Review by Sinclair Noe for 11-18-2016.

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Financial Review

Apple Bites

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-10-25-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSS…..Earnings season heats up. Apple is weak. VW reaches a settlement. Takata heads to BK. Driverless beer. Home prices rise, inventories are tight. Consumer confidence drops. Obamacare premiums will jump. Renewable energy installations pass fossil fuel. Financial Review by Sinclair Noe for 10-25-2016

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Financial Review

M&A Boatload

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-09-06-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSSMerger mania includes: Bayer/Monsanto, GE/3-D, VW/Navistar, Enbridge/Spectra, EOG/Yates, Danaher/Cepheid, Navidea/Cardinal, Avolon/CIT, Icahn/Federal-Mogul. MC gets friendly with PayPal. ISM services report stinks. Congress returns to DC. Hanjin Chapter 15. ITT goes belly up. Fox News pays up. Mylan class action. Apple does something tomorrow.   Financial Review by Sinclair Noe for 09-06-2016

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Financial Review

Very, Very Quiet

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-08-23-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSSS&P and Nasdaq hit intra-day highs but the markets are still too quiet. Eurozone and UK show strength. Online retail clicks. Home builders finally figure out what to build and it is selling. Uber’s world domination. Fast and electric. GE dredges up old dirt. Financial Review by Sinclair Noe for 08-23-2016

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Financial Review

Record Setting

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-08-15-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSSDow, S&P and Nas all hit record highs. Big whoop. Russia and Saudis jawbone oil higher. M&A galore: JDA-Honeywell, MidAmerica-Post, Xylem-Sensus, KKR-eOne, AIG-Arch Capital. Fed Pres J. Williams says central bankers need specific fiscal policy measures. Google high speed encounters an actual ditch. VW might have a fix. Nissan has an even better fix. Financial Review by Sinclair Noe for 08-15-2016

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Financial Review

Apple Bites

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-07-26-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSSResale home prices continue to rebound. New home sales up. Consumer confidence flat. Fed FOMC deliberates. Earnings galore but the big one is Apple, and it wasn’t as bad as it could have been. Fiat fudged sales numbers. VW has a plan. Amazon has drones in the UK. You could fly around the world without using a drop of oil. Financial Review by Sinclair Noe for 07-26-2016

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Financial Review

Number 9

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-07-20-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSSDow record high again. Earnings beat diminished expectations. MS, INTC, AXP. VW investigated all the way to the top. Turkey purge. HSBC arrests. The long, strange, fraudulent trip of 1MDB. Bud deal approved. Aetna-Humana, not so much. Financial Review by Sinclair Noe for 07-20-2016

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Financial Review

Seven Straight

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-07-18-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSSMore record highs on Wall Street. Earnings season points to earnings recession. Homebuilders are confident. Softbank buys ARM Holdings, and other merger news. VW will pay dealers. Fiat may face fraud charges.   Financial Review by Sinclair Noe for 07-18-2016

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Financial Review

Dead Cat Bounce

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-06-28-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSSStocks bounce. Brexit will be a nasty divorce. UK credit cut. Eurobank fallout starts in Italy. US GDP revised higher. House prices higher. Save $20 billion at the pump. VW must pay. Sheraton in Cuba. Google antitrust. Financial Review by Sinclair Noe for 06-28-2016

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Financial Review

Brexit Day

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-06-23-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSSPolls closed in Britain. Jobless claims down. New home sales down. Manufacturing PMI up. More renters and a possible shortfall of rentals. VW will pay $10B. SCOTUS on immigration and affirmative action. Solar planes and really, really fast electric cars. Financial Review by Sinclair Noe for 06-23-2016

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Financial Review

Spend More, Buy the Same

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-05-31-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSS  Consumers spending more but not getting more; confidence wavers. 1Q earnings reporting season closes with another decline. Fed considers a hike. Brits consider a Brexit. A strike finally works. Financial Review by Sinclair Noe for 05-31-2016

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