Financial Review

Feb. 19, 2019 Links

What we are reading: Walmart beats as online sales surge – Business Insider.  Online sales were strong. Does the Walton family earn more in a minute than Walmart workers do in a year? – Washington Post. True. Bernie Sanders to seek U.S. presidency again in 2020 – Reuters. Larry David for VP. House Dems to probe White House’s nuclear power efforts in Saudi Arabia – Axios. Deutsche Bank Reverses Pledge to Help Distressed Homeowners – Bloomberg. Dereg fever. Otherwise Rational People Still Betting Their Real Money On Steve Mnuchin Being Able To Reach A Trade Agreement With China – Dealbreaker. Believe it when it’s done. Space Force launch zooms closer to reality under President Trump’s directive – USA Today. Because if we have a Space Force, everything else will just fall into place. Exclusive: Fed’s Williams says new economic outlook necessary for rate hikes – Reuters. Rates on hold, tightening continues. Why Can’t Trump Build Anything? – New York Times. Infrastructure is dead.

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Financial Review

Buckle Up

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-11-15-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Stocks bounce. Brexit ministers resign. Fed monitors global growth. Oil signals slowdown. Mueller’s quiet time is over. NYT blasts Facebook. Earnings watch: Walmart, Nvidia, JC Penney, Nordstrom, Applied Materials, Sonos. GE’s bond problem. Financial Review by Sinclair Noe for 11-15-2018

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Financial Review

Time Out

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-09-24-218.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Stocks slip on concerns about trade wars, Rosenstein resignation/firing. Fed meets this week. Oil prices jump. Comcast to buy Sky. Sirius buys Pandora. Kors-Versace. Barrick buys Randgold. Sears near the end. Name changes. Financial Review by Sinclair Noe for 09-24-2018

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Financial Review

All Talk

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-08-16-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Dow has best day in months. China will talk about trade. Turkey continues meltdown. EM struggles. Walmart rules. Nordstrom racks a beat. JC Penney hardly worth a penny. Financial Review by Sinclair Noe for 08-16-2018

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Financial Review

In Other Words

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-02-20-2018.mp3Podcast: Play in new window | Download (Duration: 12:45 — 7.3MB)Subscribe: Apple Podcasts | Android | RSS…Stocks drop. Weak bond sale. Staring down 3%. Watching the Fed. Walmart online disappoints. Amazon lurks. Albertsons buys (a moat) Rite Aid. Qualcomm sweetens NXP bid. Financial Review by Sinclair Noe for 02-20-2018

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Financial Review

And It’s Back

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-11-16-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Stocks bounce back. House passes their version of tax cuts, now it moves to the Senate. Walmart, Cisco, and P&G post big gains. Homebuilder confidence up. Fed heads consider how to fight the next recession, and how to protect financial privacy. Tesla’s mind blowing big rig. … Financial Review by Sinclair Noe for 11-16-2017

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Financial Review

Barbarians at the Gate With Toothpaste

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-10-10-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Dow record close. IMF won’t get fooled again. Tax reform version 3.0. EPA fights for whale oil. P&G proxy vote fails. Walmart battles Amazon, but profits before innovation. US & South Korea military hack. Deloitte hack is getting worse. NoCal’s worst wildfire. Financial Review by Sinclair Noe for 10-10-2017

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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

Toxic

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-08-17-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…All 3 indexes drop big. Barcelona attack. Trump fallout continues. The Cohn effect. Generals and senators. Walmart earnings. Alibaba better earnings. Mylan must pay. Financial Review by Sinclair Noe for 08-17-2017

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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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