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Spoken Word: Archive
Generative "AI" Macro Data Shows U.S. Impacts
by John Blank
There are solid gains to knowledge workers. But smaller ones outside it.
ADMPositive Net Change CLSPositive Net Change ONCNegative Net Change
artificial-intelligence economy
Macro Takeaways from Apple Earnings
by John Blank
This AI Semi Chip Craze Will Cause Product Inflation
AAPLNegative Net Change VLOPositive Net Change MPWRPositive Net Change LITEPositive Net Change
earnings stock-performance
What is the Current U.S. Macro Set-Up?
by John Blank
How can traders and investors position themselves?
NVDAPositive Net Change TSMPositive Net Change GOOGLNegative Net Change
economy
Should You Worry? This AI Cap-Ex Boom is Bigger than 1999.
by John Blank
Yes. There are strikingly similar themes in play.
CSCOPositive Net Change AMATPositive Net Change GOOGLNegative Net Change
artificial-intelligence
What Will the New Fed Chair Do?
by John Blank
FOMC policy rates may well be the most important factor -- for stocks.
ALBNegative Net Change MUSANegative Net Change DYPositive Net Change
economy
Time for a Summertime Stock Market Lull?
by John Blank
Let's take a closer look, into valuations & trader sentiment.
CATPositive Net Change MUPositive Net Change SNDKPositive Net Change
stock-market-sectors stock-performance
"AI" Already Shifted the Manufacturing Landscape
by John Blank
Manufacturers operate inside interesting technical times.
MUPositive Net Change NVDAPositive Net Change ABBNYPositive Net Change
artificial-intelligence
What Does Global Oil Shock Modeling Show Stock Traders?
by John Blank
The oil price future may not be like anything we have seen.
ELPositive Net Change CNCNegative Net Change MTSIPositive Net Change
oil-energy
Will Fed Policy Choices in 2026 Move Stocks Higher?
by John Blank
The simple answer is "That's doubtful."
CVXNegative Net Change HSBCPositive Net Change ATEYYPositive Net Change
economy
Do You Buy or Sell Stocks, When the S&P500 Hits a New Record?
by John Blank
A helpful insight: Zacks "Fair Value for the S&P500 is 7,064."
WWDPositive Net Change CRDOPositive Net Change ASCCYPositive Net Change
stock-performance