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Spoken Word: Archive

John Blank

Will the Fed Cut Rates and Make Stock Owners Happy?

Or is the event of a SEP rate cut 'all priced in'?

VRTXPositive Net Change ESLOYPositive Net Change WMMVYNegative Net Change

John Blank

An Update on this Tech-driven U.S. Economy

Can this "AI" Cap-ex boom keep driving ahead?

MUNegative Net Change ANETNegative Net Change SHOPPositive Net Change

John Blank

Is the U.S. Economy Finally Cooling?

Likely, it takes several months of macro data to answer that question.

GENegative Net Change TOELYNegative Net Change ANETNegative Net Change

John Blank

Can Tech & Mega-Caps Take Stocks Even Higher?

This is perhaps the biggest worry, now.

GENegative Net Change NVDANegative Net Change SCCONegative Net Change

John Blank

Memorial Day 2024: How is the U.S. Consumer Doing?

It is time, for a health check, on the all-important U.S. consumer.

STLDNegative Net Change WABNegative Net Change GOOGLNegative Net Change

John Blank

U.S. Stocks, or World Stocks?

Rate cuts in Europe and Latin America, not the USA, get me thinking.

NVDANegative Net Change ANETNegative Net Change COINPositive Net Change

John Blank

Making a Connection Between Private Net Worth and Public Debt Issuance

A Big U.S. Election Approaches. Consequences from This Will Produce Heated Debates.

BLKNegative Net Change PGRPositive Net Change SAFRYNegative Net Change

John Blank

Can Tesla's Earnings Struggle Take Down the "Mag 7"?

The Electric Vehicle Downcycle May Have Broader Consequences.

WFCNegative Net Change TSLAPositive Net Change UBERPositive Net Change PROSYNegative Net Change

John Blank

What Will the FOMC Do in 2024?

Bond and stock traders fell in line -- with Fed consensus. For now.

VEEVPositive Net Change SVNDYPositive Net Change

John Blank

Can We See More Upside, With This Stock Market Rally?

Oftentimes, strong momentum trading leads to more momentum.

VMCNegative Net Change ARMNegative Net Change LIPositive Net Change