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Spoken Word: Archive

John Blank

Time to Buy Stocks in September?

A lull is here. Is this a buyable dip?

GEPositive Net Change CATNegative Net Change SHWNegative Net Change

John Blank

Did a Data-Driven Fed Get it Right?

The FOMC meeting is done. Let's discuss the latest macro facts.

ISRGPositive Net Change WYNegative Net Change IRNegative Net Change

John Blank

Will the FOMC Tighten, Given Good CPI Data?

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

NSANYPositive Net Change KMTUYNegative 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 URBNNegative Net Change SIEGYNegative Net Change

John Blank

Where Might 2024 Investors Harvest Returns?

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

VMCNegative Net Change MLMNegative 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 MNSTPositive Net Change

John Blank

Did the FOMC Tighten Too Much?

The regional bank crisis remains a key FOMC focus.

MARPositive 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.

KRPositive Net Change FDXNegative 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 SENegative 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 BIONegative Net Change