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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."

CVXPositive Net Change HSBCNegative Net Change ATEYYNegative 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 CRDONegative Net Change ASCCYNegative 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 SCGLYNegative Net Change MIELYNegative Net Change

John Blank

How High Can Oil & Gasoline Prices Go?

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

VIVNegative Net Change ALLPositive Net Change OMVKYPositive Net Change

John Blank

What is "AI" Cap-Ex Doing?

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

AMZNNegative Net Change MSFTPositive Net Change ORCLNegative Net Change

John Blank

What is the "Great Rotation"?

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

BCSNegative Net Change FDXNegative Net Change TKOMYPositive 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.

LVSPositive Net Change TTWOPositive 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.

MSNegative Net Change MUNegative Net Change ASMLNegative 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.

LRCXNegative Net Change RYNegative Net Change PDDPositive Net Change

John Blank

Balancing Bull and Bear Views

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

ADINegative Net Change CRWDPositive Net Change HOODNegative Net Change