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Spoken Word: Archive

John Blank

How does the COVID battlefield look?

Winning looks good short-term. Actions in a medium-term may be cautious.

SJMPositive Net Change PINSPositive Net Change AMCRPositive Net Change

John Blank

Where Can Traders Build Optimism?

Yes. You can see it. In a few places.

SATSPositive Net Change NWEPositive Net Change DBXPositive Net Change

John Blank

Insights Into a Cloudy Q1 Earnings Season

Focus your mind. On fresh facts about the uncertainty.

KGCPositive Net Change HIIPositive Net Change ALPMYPositive Net Change

John Blank

What Stocks Move After the Stimulus Bill Passes?

The U.S. economy can recover (quicker) with this bill.

WDCNegative Net Change HPQPositive Net Change DXCMPositive Net Change

John Blank

When Do U.S. Stocks Get a Green Light?

Short answer - Not clear. Buy on yellow.

SAPPositive Net Change REGNPositive Net Change MSFTNegative Net Change

John Blank

What Poses the Greatest Risk to Markets?

The Nov. election, coronavirus, or earnings results?

PFEPositive Net Change MSFTNegative Net Change JPMNegative Net Change

John Blank

Can Home Construction Keep Booming?

Short answer -- YES. The 10-yr Treasury is 1.54%.

LOWPositive Net Change BMCHPositive Net Change BLDRPositive Net Change

John Blank

How Does This Frothy Stock Market Run End?

This is a question worth answering, with care.

RHHBYPositive Net Change MEIPositive Net Change BDCPositive Net Change

John Blank

An Economist Talks About Q4 Earnings

Do earnings even matter, given huge daily Fed repo buying?

MCHPPositive Net Change DALPositive Net Change CSNegative Net Change

John Blank

A Look into the New Year for Stocks

With stock indexes at record highs, where do we go from here?

MBTPositive Net Change MANTPositive Net Change LHCGPositive Net Change

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 MLMPositive 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 TGTPositive 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 IRIXNegative 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?

RHHBYPositive Net Change RCIIPositive Net Change AVYPositive Net Change

John Blank

When to Buy Global Markets?

It is NOT crazy to study global markets now.

JDPositive Net Change DVAPositive Net Change AERPositive Net Change

John Blank

Draghi Says Goodbye. Should You Care?

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

JDPositive Net Change DVAPositive Net Change AERPositive Net Change

John Blank

All Banking Eyes Are On FinTech

Providing Bank Loans Over the Internet? Yes.

NAVIPositive Net Change LXPositive Net Change ECPGPositive 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 LMTNegative Net Change BHPPositive 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?

KNPositive Net Change AVAVNegative Net Change ANTMPositive Net Change