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Spoken Word: Archive

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.

STLDNo Net Change WABNegative Net Change GOOGLPositive Net Change

John Blank

U.S. Stocks, or World Stocks?

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

NVDAPositive Net Change ANETPositive Net Change COINNegative 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 PGRNegative 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 UBERNegative 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.

VMCPositive Net Change ARMNegative Net Change LIPositive Net Change

John Blank

Here's an Updated "Bull-Bear" Debate on the U.S. Economy

There's always two sides to every argument. But one may be stronger.

RCLPositive Net Change SSUMYNegative Net Change COINNegative Net Change

John Blank

Can This U.S. "AI" Boom Override Geopolitics?

An Aggressive Posture on Asset Allocation Can Remain Attractive.

HCANegative Net Change CDNSPositive Net Change CRWDPositive Net Change

John Blank

Do Traders Over-Focus on the CPI?

"Don't Fight the Fed" may be too dominant a theme, now.

RYAAYNegative Net Change MLMPositive Net Change NETNegative Net Change

John Blank

What are the Major Stock Market Risks for 2024?

After Davos is over, let's prognosticate from the cheap seats.

NVONegative Net Change NVDAPositive Net Change TSMNegative Net Change