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Spoken Word: Archive
What is "AI" Cap-Ex Doing?
by John Blank
Beyond driving up GDP growth, what does this spending achieve?
AMZNNegative Net Change MSFTNegative Net Change ORCLPositive Net Change
artificial-intelligence economy
What is the "Great Rotation"?
by John Blank
U.S. stock markets have been shifting, meaningfully.
BCSNegative Net Change FDXPositive Net Change TKOMYNegative Net Change
stock-market-sectors stock-performance
What Does "Work-From-Home" Data Say About the U.S. economy?
by John Blank
It says the labor market is cooling, at the least.
LVSPositive Net Change TTWOPositive Net Change GFINegative Net Change
economy
What Do CIO's Think About Stock Returns Across 2026?
by John Blank
The Decision-Maker's See a Rotation from Growth to Value.
MSPositive Net Change MUPositive Net Change ASMLPositive Net Change
stock-performance
Does a Weak Jobs Market Mean the US Economy is in Recession?
by John Blank
This is a trillion-dollar question, not a million-dollar question.
LRCXPositive Net Change RYNegative Net Change PDDNegative Net Change
economy
Balancing Bull and Bear Views
by John Blank
It is Halloween. Should you be frightened, or not, by this rally?
ADIPositive Net Change CRWDPositive Net Change HOODPositive Net Change
stock-performance
Why is the U.S. Unemployment Rate Rising in 2025?
by John Blank
Who wishes for a pat answer, to that question? Both the Fed and Stock Traders.
IBKRNegative Net Change NVDAPositive Net Change CENXPositive Net Change
economy
Will Fresh Fed Rate Cuts Lift Stocks?
by John Blank
Liquidity is a Major Force in All Risk Markets.
THCNegative Net Change EVRPositive Net Change SNNegative Net Change
economy
Stagflation is Already in Play
by John Blank
What Can Stock Traders Do About It?
WTSPositive Net Change AWIPositive Net Change LEVINegative Net Change
economy
How Do Major Stocks Trade This Fall?
by John Blank
SEP and OCT are Often Rocky Trading Months.
CPositive Net Change SCHWNegative Net Change SBGSYPositive Net Change
stock-performance