Author Interviews

Daniel Pecaut and Corey Wrenn

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/DAN_PECAUT-COREY_WRENN-07-25-2017.mp3Podcast: Play in new window | Download (Duration: 19:49 — 11.3MB)Subscribe: Apple Podcasts | Android | RSSSinclair Noe interviews Daniel Pecaut and Corey Wrenn, co-authors of “University of Berkshire Hathaway: 30 Years of Lessons Learned from Warren Buffett & Charlie Munger at the Annual Shareholders Meeting”

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Financial Review

Halftime

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-06-30-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Stock wrap for the day, month, quarter and first half – mainly higher. Wheat wins. Dollar down. Oil down. Buffett wins again. Consumer spending up. Sentiment down. Illinois teeters on junk. Send in the ATF. Happy 4th. Financial Review by Sinclair Noe for 06-30-2017

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Financial Review

Take 65

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-06-22-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Senate unveils a health care bill. CBO score next week. Vote soon after. 4 GOP senators already oppose it. Those tapes were a bluff. Banks pass stress tests. LEI up. Mortgage rates down. Qatar wants to buy American. Sears Canada BK. Warren’s latest deal. Oracle shines through the cloud. Facebook on a mission. Financial Review by Sinclair Noe for 06-22-2017

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Financial Review

Time Waits for No One

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-05-08-2017.mp3Podcast: Play in new window | Download (Duration: 13:16 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..French election goes as predicted. Markets snooze. Global banks Brexit London. Phoenix housing market tight inventory. Housing ATM again. Straight Path to $3.1 billion. Coaching Kate Spade. Tyson overcooked. Sinclair buys Trib. Amazon’s Alexa rules. Ackman pimps HHC at Sohn. The Warren and Charlie Show. Do not live in Kentucky. Financial Review by Sinclair Noe for 05-08-2017

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Financial Review

Boxcars

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-02-27-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Twelve consecutive record high closes for the Dow. Mr. Trump goes to Congress and he has a budget; more on defense, less discretionary; no change to Social Security and Medicare; repeal Obamacare. Warrant Buffett’s annual shareholder letter paints a rosy picture of the economy and stocks, but blasts hedge funds and investment fees. GE’s Jeff Immelt’s letter to shareholders marks the end of the global elite.   Financial Review by Sinclair Noe for 02-27-2017

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Financial Review

Cookies, Milk, Cannoli

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-11-15-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSS…..Record high close for the Dow, again. Oil bounces despite glut. Retail sales up. Import prices up. Paris agreement “unstoppable”. UK has no plan for Brexit. Google and Facebook close the gate on fake news. Buffett buys airlines. Soros buys GOOG and NFLX. Financial Review by Sinclair Noe for 11-15-2016

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Financial Review

What Are the Odds?

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-11-07-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSS…..Big rally as Wall Street prices in a Clinton victory. What the bookies and the pollsters predict. Global markets move higher. Oil bounce after a losing streak. Buffett loaded with cash. Oracle wraps up NetSuite. Samsung goes AI. Financial Review by Sinclair Noe for 11-07-2016

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Financial Review

Groundwork for Fed Minutes

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-08-16-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSSHousing starts up. CPI up. Industrial production up. Is the Fed up for a rate hike? 13-F review – lots of shorts. Aetna quits ACA. EPA standards for trucks. Ford gives up the wheel. Knock, knock. It’s Google.   Financial Review by Sinclair Noe for 08-16-2016 DOW – 84 = 18,552 SPX – 12 = 2178 NAS – 34 = 5227 10 Y + .02 = 1.57% OIL + .84 = 46.58 GOLD + 7.20 = 1346.80 Housing starts ran at a seasonally adjusted 1.21 million annual rate in July, a 2.1% increase over the June figure. Permits were at a 1.15 million annual rate in July, essentially flat from a revised June reading. Single-family starts edged up 0.5% to a 770,000 annual pace. Most of the strength in July came from multifamily starts, which popped 8.3% to a 433,000 annual rate. Overall housing starts are 5.6% higher compared to a year ago, and July’s figure was the second-best of the recovery.   The consumer price index rose 0.8% compared to a year ago. The Labor Department said core CPI, which strips out food and energy, rose 2.2%. The cost of food was unchanged in July, and has risen 0.2% over the past year, the smallest increase since the 12 months ending in March 2010. Energy prices declined 1.6% and are 10.9% lower for the year. (However, today, oil posted its fourth straight session …

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Financial Review

May Maybe

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-04-29-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSSEnd of week, end of month,  no inflation, dollar soft, Exxon and Chevron get ugly, Woodstock for Capitalists and a dying breed. Financial Review by Sinclair Noe for 04-29-2016

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Financial Review

The Vultures Eat

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-02-29-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSSFinancial Review by Sinclair Noe for 02-29-2016   DOW – 123 = 16,516 SPX – 15 = 1932 NAS – 32 = 4557 10 Y – .02 = 1.74% OIL + 1.12 = 33.90 GOLD + 16.50 = 1239.30   If you missed the past month, you might think things were calm on Wall Street for the month of February. For the month, the Dow rose 0.3 percent, the S&P 500 lost 0.4 percent and the Nasdaq lost 1.2 percent. This marks the first time since 2011 that major indexes posted three consecutive monthly declines.   Chinese shares closed at one-month lows. China cut the amount of cash banks must hold as reserves for the fifth time since last February. The yuan hit a three week low. China expects to lay off 1.8 million coal and steel workers.    A weekend meeting of G20 finance chiefs ended without a plan to spur global growth. The G20 issued a statement which basically said the global economy is not as bad as the doomsayers think. G20 finance ministers agreed to use “all policy tools – monetary, fiscal and structural – individually and collectively” to reach the group’s economic goals; but there was no plan for coordinated stimulus. Participants also repeated previous pledges not to engage in competitive currency devaluations and promised to “consult closely” on exchange markets. Those pledges might not last long, and the Euro Union …

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