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Spoken Word: Archive
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.
ALBPositive 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.
CATNegative Net Change MUNegative Net Change SNDKNegative Net Change
stock-market-sectors stock-performance
"AI" Already Shifted the Manufacturing Landscape
by John Blank
Manufacturers operate inside interesting technical times.
MUNegative Net Change NVDAPositive Net Change ABBNYNegative 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 CNCPositive 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 ATEYYNegative 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."
WWDNegative Net Change CRDOPositive Net Change ASCCYPositive Net Change
stock-performance
What Happened to the U.S. Economy, after so much Policy Uncertainty?
by John Blank
U.S. Policy Uncertainty has been very high - for over a full year.
ENegative Net Change SCGLYPositive Net Change MIELYPositive Net Change
economy
How High Can Oil & Gasoline Prices Go?
by John Blank
The Iran Conflict Oil Price Shock is on everyone's minds.
VIVNegative Net Change ALLNegative Net Change OMVKYNegative Net Change
oil-energy