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asset-allocation: Archive

John Blank

International: Update on Global Regions

Are S&P 500 companies with more international revenue exposure reporting lower (year-over-year) earnings and revenues for Q4 compared to S&P 500 companies with more domestic revenue exposure?

John Blank

February Sell-Side and Buy-Side Consensus at a Glance

A valuation boost from the attraction of a broad equity risk premium does appear, using Zacks 2026 S&P500 earnings of $303.80.

John Blank

February Asset Allocation Guidelines

5 different frameworks specify portfolio risk tolerance: from Risky "Max Growth" to Conservative "Income." Choose one that fits you.

John Blank

ZRS Chart of the Month

Info Tech remains dominant at Very Attractive. Info Tech EPS growth lifts from AI chip demand & mega-cap earnings.

John Blank

Zacks February View on Equity Markets

What you are seeing is the textbook definition of a "Great Rotation" -- a shift in market leadership where the baton is being passed from the hyper-growth Artificial Intelligence stars to the broader, "real economy" sectors.

John Blank

Zacks January View on Equity Markets

Liquidity catalysts will be debated for 2026, from both global (U.S. and non-U.S.) monetary authorities. It is not guaranteed to work for stocks like it did in 2025.

John Blank

January Asset Allocation Guidelines

Five different frameworks specify portfolio risk tolerance: from Risky "Max Growth" to Conservative "Income." Choose one that fits you.

John Blank

ZRS Chart of the Month

Info Tech remains richly overpriced, based on valuations, +56% over the median. That is the "AI froth" factor. Factor in high tech mega-cap P/E multiples too.

John Blank

January Sell-Side and Buy-Side -- Consensus at a Glance

In last year's FactSet "Bottoms-up" consensus, going out 12 months? Outside consensus was for 7,927. That latest consensus was (+21.2%) above a closing price of 6,538.

John Blank

International: Update on Global Regions

Quotes by John Butters and S&P accompany the latest update on International investment strategies.