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Spoken Word: Archive

John Blank

The Great U.S. Existing Home Mortgage Lock-in

The average 30-year fixed U.S. mortgage rate sat at 3.11% in 2020 and 2.96% in 2021.

EPositive Net Change VLOPositive Net Change PSXPositive Net Change

John Blank

Is the "AI" Chip Stock Momentum Rally Over?

If it is, what stocks are worth owning, now?

GSNegative Net Change UNHNegative Net Change DELLNegative Net Change

John Blank

Generative "AI" Macro Data Shows U.S. Impacts

There are solid gains to knowledge workers. But smaller ones outside it.

ADMNegative Net Change CLSNegative Net Change ONCNegative Net Change

John Blank

Macro Takeaways from Apple Earnings

This AI Semi Chip Craze Will Cause Product Inflation

AAPLPositive Net Change VLOPositive Net Change MPWRNegative Net Change LITENegative Net Change

John Blank

What is the Current U.S. Macro Set-Up?

How can traders and investors position themselves?

NVDANegative Net Change TSMNegative Net Change GOOGLNegative Net Change

John Blank

Should You Worry? This AI Cap-Ex Boom is Bigger than 1999.

Yes. There are strikingly similar themes in play.

CSCONegative Net Change AMATNegative Net Change GOOGLNegative Net Change

John Blank

What Will the New Fed Chair Do?

FOMC policy rates may well be the most important factor -- for stocks.

ALBNegative Net Change MUSAPositive Net Change DYNegative Net Change

John Blank

Time for a Summertime Stock Market Lull?

Let's take a closer look, into valuations & trader sentiment.

CATNegative Net Change MUNegative Net Change SNDKNegative Net Change

John Blank

"AI" Already Shifted the Manufacturing Landscape

Manufacturers operate inside interesting technical times.

MUNegative Net Change NVDANegative Net Change ABBNYNegative Net Change

John Blank

What Does Global Oil Shock Modeling Show Stock Traders?

The oil price future may not be like anything we have seen.

ELNegative Net Change CNCNegative Net Change MTSINegative Net Change