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Spoken Word: Archive

John Blank

What Will Produce Investor Optimism for 2022?

Zacks thinks earnings and revenue growth can.

APONegative Net Change SEKEYNegative Net Change CSUAYNegative Net Change

John Blank

Cybersecurity, Inflation De-anchoring, COVID's Legacy

3 big risks in 2022 we must all think harder about.

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John Blank

A Game Plan for Investing in a New Year

No more Fed bond buying liquidity? What to do?

BXNegative Net Change CVXNegative Net Change HPENegative Net Change

John Blank

Stock Markets Rise Forever, Don't They?

Can anything stop this bull market?

BXNegative Net Change AMDNegative Net Change CVXNegative Net Change

John Blank

A World Tour of Policy Rate Hikes

The Fed is lagging its peers. What gives?

NTRNegative Net Change STLANegative Net Change

John Blank

Europe is Churning

How do supply chains work into this too?

AANegative Net Change AMATPositive Net Change BRTNegative Net Change

John Blank

How did COVID Reshape Retail and Goods Production?

This is the biggest macro issue today.

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John Blank

Is This the Top to Stocks?

Where do stocks go from here.

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John Blank

Consumer Prices, the Fed, and Tapering

Can we make sense of this trio?

AAPLPositive Net Change CICHYNegative Net Change SHOPPositive Net Change

John Blank

Retail Sales Down. Consumer Sentiment Down. What Gives?

What to expect from the upcoming holiday shopping season?

ORLYPositive Net Change CBRENegative Net Change

John Blank

Did COVID Remote Working Launch Economy Wide Productivity Gains?

More to the point, what should an investor do?

TJXNegative Net Change BASFYPositive Net Change MELINegative Net Change

John Blank

Why Are So Many U.S. Growth and Unemployment Rate Projections Off?

John Maynard Keynes did not address a pandemic.

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John Blank

Key Top-down Takeaways on Q2 Earnings

What catalysts can stock traders focus on?

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John Blank

What to make of stock market catalysts this summer

Here are a few thoughts for you.

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John Blank

Can a Wage-Price Spiral Happen in 2022?

The issue concerns economists and traders alike.

PBRPositive Net Change SUNegative Net Change

John Blank

When Does the Fed Start to Taper Bond Buying?

Is this rise in Home & Consumer Price Inflation transitory? Or not?

John Blank

What is Fair Value for the S&P500?

The latest earnings report season muddied the waters on that.

WDCNegative Net Change OROVYNegative Net Change BNTXPositive Net Change

John Blank

The Biden Vision

What does it mean for stocks?

XOMNegative Net Change DENegative Net Change CVXNegative Net Change

John Blank

3 Tech Stocks, 3 Stories

What can chip stocks tell us about Q1 earnings season?

MUPositive Net Change NVDANegative Net Change LPLNegative Net Change

John Blank

Where Does the 10-yr Rate Go from Here?

High-beta stocks seem to care the most.

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John Blank

How to Play it, when the US Economy Surges First

Other world-stage actors may not be following us.

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John Blank

Should a U.S. Earnings Peak in Q4-21 Scare You?

We need to discuss this fiscaL-driven situation in greater detail.

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John Blank

Strong Earnings Reports & Rising Rates: Then What?

Welcome or unwelcome, a rising 10-yr Treasury yield speaks to changed expectations.

XOMNegative Net Change

John Blank

Key Macro Drivers for 2021

Think the Fed, real estate, China, and oh yeah, earnings.

MOSNegative Net Change XPONegative Net Change

John Blank

The Biden Trades

What stocks move with this new U.S. administration?

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