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Spoken Word: Archive

John Blank

Cybersecurity, Inflation De-anchoring, COVID's Legacy

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

XLNXPositive Net Change IFNNYPositive Net Change ONPositive Net Change

John Blank

A Game Plan for Investing in a New Year

No more Fed bond buying liquidity? What to do?

BXPositive Net Change CVXPositive Net Change HPEPositive Net Change

John Blank

Stock Markets Rise Forever, Don't They?

Can anything stop this bull market?

BXPositive Net Change AMDPositive Net Change CVXPositive Net Change

John Blank

A World Tour of Policy Rate Hikes

The Fed is lagging its peers. What gives?

XLNXPositive Net Change NTRPositive Net Change STLAPositive Net Change

John Blank

Europe is Churning

How do supply chains work into this too?

AAPositive Net Change AMATPositive Net Change BRTPositive Net Change

John Blank

How did COVID Reshape Retail and Goods Production?

This is the biggest macro issue today.

WMTNegative Net Change KRNegative Net Change WSMPositive Net Change

John Blank

Is This the Top to Stocks?

Where do stocks go from here.

VMIPositive Net Change CAJPositive Net Change HLIOPositive Net Change

John Blank

Consumer Prices, the Fed, and Tapering

Can we make sense of this trio?

AAPLPositive Net Change CICHYPositive Net Change SHOPPositive Net Change

John Blank

Retail Sales Down. Consumer Sentiment Down. What Gives?

What to expect from the upcoming holiday shopping season?

ORLYNegative Net Change CAJPositive Net Change CBREPositive Net Change

John Blank

Did COVID Remote Working Launch Economy Wide Productivity Gains?

More to the point, what should an investor do?

TJXPositive 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.

NKEPositive Net Change TGTPositive Net Change WMTNegative Net Change

John Blank

Key Top-down Takeaways on Q2 Earnings

What catalysts can stock traders focus on?

BBYPositive Net Change LENNegative Net Change BAMPositive Net Change

John Blank

What to make of stock market catalysts this summer

Here are a few thoughts for you.

GMPositive Net Change CNHIPositive Net Change STLAPositive Net Change

John Blank

Can a Wage-Price Spiral Happen in 2022?

The issue concerns economists and traders alike.

PBRPositive Net Change PTRPositive Net Change SUPositive Net Change

John Blank

When Does the Fed Start to Taper Bond Buying?

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

DDAIFPositive Net Change

John Blank

What is Fair Value for the S&P500?

The latest earnings report season muddied the waters on that.

WDCPositive Net Change OROVYNo Net Change BNTXPositive Net Change

John Blank

The Biden Vision

What does it mean for stocks?

XOMPositive Net Change DEPositive Net Change CVXPositive Net Change

John Blank

3 Tech Stocks, 3 Stories

What can chip stocks tell us about Q1 earnings season?

MUPositive Net Change NVDAPositive Net Change LPLPositive 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.

AUPositive Net Change TSMPositive Net Change PTONPositive Net Change

John Blank

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

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

TMPositive Net Change DDAIFPositive Net Change VLVLYPositive Net Change

John Blank

Strong Earnings Reports & Rising Rates: Then What?

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

XOMPositive Net Change SNPPositive Net Change RDS.APositive Net Change

John Blank

Key Macro Drivers for 2021

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

MOSPositive Net Change XPOPositive Net Change

John Blank

The Biden Trades

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

GSPositive Net Change CMPositive Net Change SQPositive Net Change

John Blank

With Vaccine Distribution, What Stocks Do I Buy?

A Forward Looking Market Can Be Beguiling.

GSPositive Net Change SCHWPositive Net Change QDELPositive Net Change