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Spoken Word: Archive

John Blank

Will the FOMC Tighten, Given Good CPI Data?

Will their shift in rates spark too much turbulence in Financials?

NSANYNegative Net Change KMTUYPositive Net Change PCRFYPositive Net Change

John Blank

Can the S&P500 Keep Trucking, Led by 7 Tech Monsters?

The S&P500 forward 12M P/E multiple is at a high 18.9.

KMBNegative Net Change URBNPositive Net Change SIEGYPositive Net Change

John Blank

Where Might 2024 Investors Harvest Returns?

One source for those answers: Chief Investment Officers (CIOs).

VMCPositive Net Change MLMPositive Net Change ZBHPositive Net Change

John Blank

Can U.S. Consumer Strength Remain Strong?

Summer rolls along. It is likely seasonal activity helps.

FNegative Net Change CMGNegative Net Change MNSTNegative Net Change

John Blank

Did the FOMC Tighten Too Much?

The regional bank crisis remains a key FOMC focus.

MARNegative Net Change MCDPositive Net Change BKNGPositive Net Change

John Blank

Can Info Tech Stocks Carry the S&P500 Even Higher?

Sector breadth is not there, right now.

KRNegative Net Change FDXPositive Net Change MSGSNegative Net Change

John Blank

How did the U.S. and Global Economy fare in Q1?

Tune in. Fresh macro insights come along with a few fresh thoughts on Q1 earnings.

STMNegative Net Change SEPositive Net Change IFNNYNegative Net Change

John Blank

What to do with the Real Estate sector?

Shorts have been pounding away. Where to from here?

BIDUNegative Net Change IRNegative Net Change BIOPositive Net Change

John Blank

Only Electric Autos in 10 Years' Time?

And a few more macroeconomic thoughts, along with that.

CRMPositive Net Change NVOPositive Net Change METAPositive Net Change

John Blank

Will Another Shoe Drop on the Regional Banks?

The U.S. monetary and bank regulatory system has plans, if it does.

GWWNegative Net Change ADRNYPositive Net Change LVMUYNegative Net Change