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Spoken Word: Archive

John Blank

Views from the Buy Side on 2020

Those who actually invest capital in stocks need to be heard.

SPNegative Net Change HRBPositive Net Change CMPRPositive Net Change

John Blank

Does This Stock Rally Continue Next Year?

Valuations, Valuations, Valuations folks!

SKMPositive Net Change MLMNegative Net Change GRMNPositive Net Change

John Blank

3 Best Stocks for Richly Priced Markets

Yes. These are U.S. listed stocks.

WAASPositive Net Change THCPositive Net Change POWIPositive Net Change

John Blank

Global Policy Uncertainty Spikes

You are worried. But should you worry more?

TSMNegative Net Change TGTNegative Net Change DHIPositive Net Change

John Blank

U.S. Laser Stocks Run as China Watches

Key Differences between Mainland China and South Korea, Taiwan and Japan.

LITEPositive Net Change IRIXPositive Net Change

John Blank

Cutting Rates 50 bps. Smart, Dumb, Not Enough?

Did the Fed Do the Right Thing?

TOELYPositive Net Change KGCPositive Net Change AMGNPositive Net Change

John Blank

The Catalyst of a Trade War's End May Be Underwhelming

Does Impeachment Help End These Trade Wars?

RHHBYNegative Net Change RCIIPositive Net Change AVYNegative Net Change

John Blank

When to Buy Global Markets?

It is NOT crazy to study global markets now.

JDNegative Net Change DVAPositive Net Change AERNegative Net Change

John Blank

Draghi Says Goodbye. Should You Care?

The answer is yes. A monetary policy regime change matters.

JDNegative Net Change DVAPositive Net Change AERNegative Net Change

John Blank

All Banking Eyes Are On FinTech

Providing Bank Loans Over the Internet? Yes.

NAVIPositive Net Change LXNegative Net Change ECPGNegative Net Change

John Blank

How to Win on Stocks with a Trade War

Yes, tariffs slow growth. And yes, rate cuts help stocks.

UNHPositive Net Change LMTPositive Net Change BHPNegative Net Change

John Blank

Trade Negotiations Can Work or Fail

Two clean tracks set the event risk.

MOHPositive Net Change AUPositive Net Change AIRYYNo Net Change

John Blank

Computer Services Stocks Hit the High Notes

Should you hear that music, or stay away?

PRFTPositive Net Change MANTPositive Net Change CSGSPositive Net Change

John Blank

Should You Worry About a U.S. Recession Surprise Soon?

The sun always shines bright...just at sunset!

SNPSPositive Net Change PEGAPositive Net Change ACIWPositive Net Change

John Blank

Will US China Trade Negotiation Hardball Work?

Stock markets are worried. Should you be?

KNNegative Net Change AVAVPositive Net Change ANTMPositive Net Change

John Blank

Time to Worry About Accumulating U.S. Debt?

Corporate Debt is huge. The Federal Deficit is huge. Now what?

XLNXPositive Net Change VALENegative Net Change ANETPositive Net Change

John Blank

What Do Fed Doves Foretell?

Doves say 0 hikes in 2019, and maybe 1 rate cut in 2020.

RLGTNegative Net Change JBLPositive Net Change CLSPositive Net Change AVHPositive Net Change AAWWPositive Net Change

John Blank

What Trade Wars Do to Stocks

The U.S. and China Damaged, But Did Not Break Global Trade.

PORPositive Net Change MOHPositive Net Change LBRDAPositive Net Change

John Blank

Rates Hikes or No Rate Hikes?

0 Hikes, 1 Hike or 2 Hikes in 2019?

JBLPositive Net Change CLSPositive Net Change

John Blank

A Bullish 2019 is Not a Con

It's Sounds Like a Marketing Ploy. It's Not.

ROKPositive Net Change MYGNPositive Net Change CMEPositive Net Change

John Blank

The 2019 U.S. Economy is Not Garbage

But Maybe Garbage Stocks Are Great Plays!

RSGPositive Net Change CLHPositive Net Change

John Blank

Welcome to the Deflation of Asset Prices

At the start of QE, stocks reflated. At the end, they deflated. End of story.

ERICPositive Net Change ENSGPositive Net Change EIGPositive Net Change

John Blank

Welcome to the Deflation of Asset Prices

At the start of QE, stocks reflated. At the end, they deflated. End of story.

ERICPositive Net Change ENSGPositive Net Change EIGPositive Net Change

John Blank

Why Powell Dinged Stocks

Hint: It's the lack of sensitivity to reducing the Fed balance sheet.

VIVPositive Net Change QCOMPositive Net Change ETFCPositive Net Change

John Blank

A Mid-term Bull & Bear Debate

Let's open the eternal debate anew.

DCINegative Net Change CCRPositive Net Change