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Spoken Word: Archive

John Blank

Will Fed Policy Choices in 2026 Move Stocks Higher?

The simple answer is "That's doubtful."

CVXNegative Net Change HSBCPositive Net Change ATEYYPositive Net Change

John Blank

Do You Buy or Sell Stocks, When the S&P500 Hits a New Record?

A helpful insight: Zacks "Fair Value for the S&P500 is 7,064."

WWDNegative Net Change CRDOPositive Net Change ASCCYPositive Net Change

John Blank

What Happened to the U.S. Economy, after so much Policy Uncertainty?

U.S. Policy Uncertainty has been very high - for over a full year.

EPositive Net Change SCGLYPositive Net Change MIELYPositive Net Change

John Blank

How High Can Oil & Gasoline Prices Go?

The Iran Conflict Oil Price Shock is on everyone's minds.

VIVPositive Net Change ALLNegative Net Change OMVKYPositive Net Change

John Blank

What is "AI" Cap-Ex Doing?

Beyond driving up GDP growth, what does this spending achieve?

AMZNPositive Net Change MSFTNegative Net Change ORCLPositive Net Change

John Blank

What is the "Great Rotation"?

U.S. stock markets have been shifting, meaningfully.

BCSPositive Net Change FDXPositive Net Change TKOMYNegative Net Change

John Blank

What Does "Work-From-Home" Data Say About the U.S. economy?

It says the labor market is cooling, at the least.

LVSNegative Net Change TTWONegative Net Change GFINegative Net Change

John Blank

What Do CIO's Think About Stock Returns Across 2026?

The Decision-Maker's See a Rotation from Growth to Value.

MSPositive Net Change MUPositive Net Change ASMLPositive Net Change

John Blank

Does a Weak Jobs Market Mean the US Economy is in Recession?

This is a trillion-dollar question, not a million-dollar question.

LRCXPositive Net Change RYPositive Net Change PDDNegative Net Change

John Blank

Balancing Bull and Bear Views

It is Halloween. Should you be frightened, or not, by this rally?

ADIPositive Net Change CRWDPositive Net Change HOODPositive Net Change