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Spoken Word: Archive
Where is That Pesky Recession?
by John Blank
Worriers are still out there. Is there any fresh evidence to support them?
RCLNegative Net Change LYVPositive Net Change SCHYYNegative Net Change
economy stock-performance
Can the Magnificent Seven Carry Stocks Even Higher?
by John Blank
Or do we need to see broader share participation?
EMEPositive Net Change XPONegative Net Change DBXPositive Net Change
stock-performance
Can Q3 GDP Excite Investors?
by John Blank
The recession bears will never go away. The bulls can take advantage of that.
EMEPositive Net Change WSMNegative Net Change NBIXPositive Net Change
economy stock-performance
After This Correction, Time to Buy Stocks?
by John Blank
That is a worthy topic, isn't it?
CDNSPositive Net Change SPLKPositive Net Change VIPSPositive Net Change
stock-performance stock-price-change
Time to Buy Stocks in September?
by John Blank
A lull is here. Is this a buyable dip?
GENegative Net Change CATNegative Net Change SHWNegative Net Change
stock-performance
Did a Data-Driven Fed Get it Right?
by John Blank
The FOMC meeting is done. Let's discuss the latest macro facts.
ISRGNegative Net Change WYNegative Net Change IRPositive Net Change
economy
Will the FOMC Tighten, Given Good CPI Data?
by John Blank
Will their shift in rates spark too much turbulence in Financials?
NSANYPositive Net Change KMTUYPositive Net Change PCRFYPositive Net Change
economy inflation
Can the S&P500 Keep Trucking, Led by 7 Tech Monsters?
by John Blank
The S&P500 forward 12M P/E multiple is at a high 18.9.
KMBNegative Net Change URBNNegative Net Change SIEGYPositive Net Change
stock-performance
Where Might 2024 Investors Harvest Returns?
by John Blank
One source for those answers: Chief Investment Officers (CIOs).
VMCPositive Net Change MLMNegative Net Change ZBHPositive Net Change
stock-performance
Can U.S. Consumer Strength Remain Strong?
by John Blank
Summer rolls along. It is likely seasonal activity helps.
FPositive Net Change CMGNegative Net Change MNSTNegative Net Change
consumer-discretionary economy