Financial Review

Make or Break

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-08-07-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Stocks rally to near record highs. Trade wars on back burner for Wall Street. China threatens Apple. Watch tomorrow’s bond auction. JOLTS – jobs all over Consumer borrowing slows. Disney beats. Tesla going private? Wildfires running wild. Financial Review by Sinclair Noe for 08-07-2018

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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

Fired Up

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-08-26-2015.mp3Podcast: Play in new window | Download (Duration: 13:15 — 6.1MB)Subscribe: Apple Podcasts | Android | RSSFinancial Review by Sinclair Noe for 08-26-2015 DOW + 619 = 16,285 SPX + 72 = 1940 NAS + 191 = 4697 10 YR YLD + .04 = 2.17% OIL – .44 = 38.87 GOLD – 15.00 = 1126.40 SILV – .58 = 14.21   Stocks finally snapped a weeklong string of severe declines. The gain was the third-highest point gain in history for the Dow Jones industrials but, on a percentage basis, the 4% gain was not even in the top 20 historically. The Dow opened with a 443-point surge, pulled back and then rallied again to finish near its highs of the day, unlike yesterday when stocks surrendered their entire early gains and turned negative in the final hour of trade.   In China, the Shanghai Composite Index fell 1.3%, despite a new $22 billion injection from Beijing to shore up growth. Chinese equities have now extended their steepest five-day drop since 1996, losing half their value, or $5 trillion, since mid-June. Shares elsewhere in Asia ended mixed; European stocks were deep in the red.   We started with some strong economic data. Durable-goods orders rose a seasonally adjusted 2% last month after a 4.1% gain in June. Bookings for new cars and trucks and military hardware led the way. Orders rose 4% for autos and 22.3% for large defense goods such as fighter jets, missiles and tanks. Orders for aircraft dropped 6%. …

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Uncategorized

Thursday, March 20, 2014 – Stress Tests and Such

Stress Tests and Suchby Sinclair Noe DOW + 108 = 16331SPX + 11 = 1872NAS + 11 = 431910 YR YLD un = 2.77%OIL – .27 = 98.63GOLD – 2.10 = 1329.50 SILV – .34 = 20.37 More sanctions for and from Russia; President Obama today expanded sanctions against Putin’s inner circle, now banning visas and freezing assets of 20; the blacklist now includes a commodity broker with a brokerage based in Switzerland, plus Bank Rossiya with about $10 billion in assets. In response, the Russian Duma, the lower house of parliament ratified the annexation of Crimea, and Putin announced sanctions against US oligarchs, including Senators John McCain and Harry Reid, and House Speaker John Boehner. McCain said he would have to cancel his plans for Spring break in Siberia. There is an EU summit underway, and it remains to be seen if European leaders will get tough with sanctions. German Chancellor Angela Merkel has been talking tough but the Euro-economy is still fragile, and it is doubtful sanctions will serve as a strong deterrent. This is not to say that sanctions won’t have an effect. Some of Russia’s largest companies are registered abroad where they may benefit from lower tax rates. You might not have caught this next bit of news, after all there was a lot going on today with the Russian sanctions and the breaking news on the missing plane and the basketball brackets and such; anyway, in Florida today, after talking about sanctions, President Obama called …

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