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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?

NSANYNo 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.

KMBPositive Net Change URBNPositive 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 ZBHNegative 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.

MARPositive Net Change MCDNegative Net Change BKNGNegative Net Change

John Blank

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

Sector breadth is not there, right now.

KRNegative Net Change FDXNegative Net Change MSGSPositive 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?

BIDUPositive Net Change IRNegative Net Change BIONegative Net Change

John Blank

Only Electric Autos in 10 Years' Time?

And a few more macroeconomic thoughts, along with that.

CRMPositive Net Change NVONegative Net Change METANegative 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 ADRNYNegative Net Change LVMUYNegative Net Change