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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 GOOGLPositive 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 GOOGLPositive 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 DYNegative 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 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 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.
ELNegative 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."
CVXPositive Net Change HSBCNegative 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 ASCCYNegative 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.
ENo 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.
VIVPositive Net Change ALLNegative Net Change OMVKYPositive Net Change
oil-energy