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Spoken Word: Archive
"AI" Already Shifted the Manufacturing Landscape
by John Blank
Manufacturers operate inside interesting technical times.
MUPositive Net Change NVDANegative 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 MTSINegative 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 MIELYNegative 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 OMVKYPositive Net Change
oil-energy
What is "AI" Cap-Ex Doing?
by John Blank
Beyond driving up GDP growth, what does this spending achieve?
AMZNNegative Net Change MSFTPositive Net Change ORCLPositive Net Change
artificial-intelligence economy
What is the "Great Rotation"?
by John Blank
U.S. stock markets have been shifting, meaningfully.
BCSPositive 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.
LVSNegative 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