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Spoken Word: Archive
"AI" Already Shifted the Manufacturing Landscape
by John Blank
Manufacturers operate inside interesting technical times.
MUNegative Net Change NVDANegative 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 CNCNegative 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 HSBCNegative 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 CRDONegative 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.
ENegative Net Change SCGLYNegative 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 ALLPositive 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 MSFTNegative Net Change ORCLNegative 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.
LVSNegative Net Change TTWONegative 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.
MSNegative Net Change MUNegative Net Change ASMLNegative Net Change
stock-performance