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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.

ENegative Net Change VLOPositive Net Change PSXNegative Net Change

John Blank

Is the "AI" Chip Stock Momentum Rally Over?

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

GSPositive Net Change UNHPositive Net Change DELLPositive 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 ONCPositive Net Change

John Blank

Macro Takeaways from Apple Earnings

This AI Semi Chip Craze Will Cause Product Inflation

AAPLPositive Net Change VLOPositive Net Change MPWRPositive Net Change LITEPositive Net Change

John Blank

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

How can traders and investors position themselves?

NVDAPositive Net Change TSMNegative Net Change GOOGLPositive 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 AMATPositive Net Change GOOGLPositive Net Change

John Blank

What Will the New Fed Chair Do?

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

ALBPositive Net Change MUSANegative Net Change DYNegative Net Change

John Blank

Time for a Summertime Stock Market Lull?

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

CATPositive Net Change MUPositive Net Change SNDKPositive Net Change

John Blank

"AI" Already Shifted the Manufacturing Landscape

Manufacturers operate inside interesting technical times.

MUPositive Net Change NVDAPositive 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 MTSIPositive Net Change