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Spoken Word: Archive

John Blank

Making a Connection Between Private Net Worth and Public Debt Issuance

A Big U.S. Election Approaches. Consequences from This Will Produce Heated Debates.

BLKPositive Net Change PGRPositive Net Change SAFRYPositive Net Change

John Blank

Can Tesla's Earnings Struggle Take Down the "Mag 7"?

The Electric Vehicle Downcycle May Have Broader Consequences.

WFCPositive Net Change TSLAPositive Net Change UBERPositive Net Change PROSYPositive Net Change

John Blank

What Will the FOMC Do in 2024?

Bond and stock traders fell in line -- with Fed consensus. For now.

BKPositive Net Change VEEVNegative Net Change SVNDYNegative Net Change

John Blank

Can We See More Upside, With This Stock Market Rally?

Oftentimes, strong momentum trading leads to more momentum.

VMCPositive Net Change ARMPositive Net Change LIPositive Net Change

John Blank

Here's an Updated "Bull-Bear" Debate on the U.S. Economy

There's always two sides to every argument. But one may be stronger.

RCLPositive Net Change SSUMYPositive Net Change COINPositive Net Change

John Blank

Can This U.S. "AI" Boom Override Geopolitics?

An Aggressive Posture on Asset Allocation Can Remain Attractive.

HCAPositive Net Change CDNSPositive Net Change CRWDPositive Net Change

John Blank

Do Traders Over-Focus on the CPI?

"Don't Fight the Fed" may be too dominant a theme, now.

RYAAYPositive Net Change MLMPositive Net Change NETPositive Net Change

John Blank

What are the Major Stock Market Risks for 2024?

After Davos is over, let's prognosticate from the cheap seats.

NVOPositive Net Change NVDAPositive Net Change TSMPositive Net Change

John Blank

Where is That Pesky Recession?

Worriers are still out there. Is there any fresh evidence to support them?

RCLPositive Net Change LYVPositive Net Change SCHYYNegative Net Change

John Blank

Can the Magnificent Seven Carry Stocks Even Higher?

Or do we need to see broader share participation?

EMEPositive Net Change XPONegative Net Change DBXPositive Net Change

John Blank

Can Q3 GDP Excite Investors?

The recession bears will never go away. The bulls can take advantage of that.

EMEPositive Net Change WSMPositive Net Change NBIXPositive Net Change

John Blank

After This Correction, Time to Buy Stocks?

That is a worthy topic, isn't it?

CDNSPositive Net Change VIPSNegative Net Change

John Blank

Did a Data-Driven Fed Get it Right?

The FOMC meeting is done. Let's discuss the latest macro facts.

ISRGPositive Net Change WYNegative Net Change IRPositive Net Change

John Blank

Time to Buy Stocks in September?

A lull is here. Is this a buyable dip?

GEPositive Net Change CATPositive Net Change SHWPositive Net Change

John Blank

Will the FOMC Tighten, Given Good CPI Data?

Will their shift in rates spark too much turbulence in Financials?

NSANYPositive Net Change KMTUYPositive Net Change

John Blank

Can the S&P500 Keep Trucking, Led by 7 Tech Monsters?

The S&P500 forward 12M P/E multiple is at a high 18.9.

KMBNegative Net Change URBNPositive Net Change SIEGYPositive Net Change

John Blank

Where Might 2024 Investors Harvest Returns?

One source for those answers: Chief Investment Officers (CIOs).

VMCPositive Net Change MLMPositive Net Change ZBHNegative Net Change

John Blank

Can U.S. Consumer Strength Remain Strong?

Summer rolls along. It is likely seasonal activity helps.

FPositive Net Change CMGPositive Net Change MNSTNegative Net Change

John Blank

Did the FOMC Tighten Too Much?

The regional bank crisis remains a key FOMC focus.

MARPositive Net Change MCDNegative Net Change BKNGNegative Net Change

John Blank

Can Info Tech Stocks Carry the S&P500 Even Higher?

Sector breadth is not there, right now.

KRPositive Net Change FDXPositive Net Change MSGSPositive Net Change

John Blank

How did the U.S. and Global Economy fare in Q1?

Tune in. Fresh macro insights come along with a few fresh thoughts on Q1 earnings.

STMPositive Net Change SENegative Net Change IFNNYPositive Net Change

John Blank

What to do with the Real Estate sector?

Shorts have been pounding away. Where to from here?

BIDUNegative Net Change IRPositive Net Change BIOPositive Net Change

John Blank

Only Electric Autos in 10 Years' Time?

And a few more macroeconomic thoughts, along with that.

CRMPositive Net Change NVOPositive Net Change METAPositive Net Change

John Blank

Will Another Shoe Drop on the Regional Banks?

The U.S. monetary and bank regulatory system has plans, if it does.

GWWPositive Net Change ADRNYNegative Net Change LVMUYPositive Net Change

John Blank

How Will the U.S. Economy Hold Up This Year?

It's always time for a 'recession' update.

CDNSPositive Net Change MELIPositive Net Change BOUYFPositive Net Change