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Spoken Word: Archive

John Blank

What Will Produce Investor Optimism for 2022?

Zacks thinks earnings and revenue growth can.

APONegative Net Change SEKEYPositive Net Change CSUAYPositive Net Change

John Blank

Cybersecurity, Inflation De-anchoring, COVID's Legacy

3 big risks in 2022 we must all think harder about.

IFNNYPositive Net Change ONPositive Net Change

John Blank

A Game Plan for Investing in a New Year

No more Fed bond buying liquidity? What to do?

BXPositive Net Change CVXPositive Net Change HPENegative Net Change

John Blank

Stock Markets Rise Forever, Don't They?

Can anything stop this bull market?

BXPositive Net Change AMDPositive Net Change CVXPositive Net Change

John Blank

A World Tour of Policy Rate Hikes

The Fed is lagging its peers. What gives?

NTRPositive Net Change STLAPositive Net Change

John Blank

Europe is Churning

How do supply chains work into this too?

AANegative Net Change AMATNegative Net Change BRTPositive Net Change

John Blank

How did COVID Reshape Retail and Goods Production?

This is the biggest macro issue today.

WMTPositive Net Change KRPositive Net Change WSMPositive Net Change

John Blank

Is This the Top to Stocks?

Where do stocks go from here.

VMINegative Net Change HLIOPositive Net Change

John Blank

Consumer Prices, the Fed, and Tapering

Can we make sense of this trio?

AAPLPositive Net Change CICHYNegative Net Change SHOPPositive Net Change

John Blank

Retail Sales Down. Consumer Sentiment Down. What Gives?

What to expect from the upcoming holiday shopping season?

ORLYNegative Net Change CBREPositive Net Change

John Blank

Did COVID Remote Working Launch Economy Wide Productivity Gains?

More to the point, what should an investor do?

TJXNegative Net Change BASFYPositive Net Change MELIPositive Net Change

John Blank

Why Are So Many U.S. Growth and Unemployment Rate Projections Off?

John Maynard Keynes did not address a pandemic.

NKEPositive Net Change TGTPositive Net Change WMTPositive Net Change

John Blank

Key Top-down Takeaways on Q2 Earnings

What catalysts can stock traders focus on?

BBYPositive Net Change LENPositive Net Change BAMNegative Net Change

John Blank

What to make of stock market catalysts this summer

Here are a few thoughts for you.

GMPositive Net Change STLAPositive Net Change

John Blank

Can a Wage-Price Spiral Happen in 2022?

The issue concerns economists and traders alike.

PBRPositive Net Change SUPositive Net Change

John Blank

When Does the Fed Start to Taper Bond Buying?

Is this rise in Home & Consumer Price Inflation transitory? Or not?

John Blank

What is Fair Value for the S&P500?

The latest earnings report season muddied the waters on that.

WDCNegative Net Change OROVYNegative Net Change BNTXPositive Net Change

John Blank

The Biden Vision

What does it mean for stocks?

XOMPositive Net Change DEPositive Net Change CVXPositive Net Change

John Blank

3 Tech Stocks, 3 Stories

What can chip stocks tell us about Q1 earnings season?

MUNegative Net Change NVDANegative Net Change LPLNegative Net Change

John Blank

Where Does the 10-yr Rate Go from Here?

High-beta stocks seem to care the most.

SWKSPositive Net Change RKTPositive Net Change UIPositive Net Change

John Blank

How to Play it, when the US Economy Surges First

Other world-stage actors may not be following us.

AUNegative Net Change TSMNegative Net Change PTONPositive Net Change

John Blank

Should a U.S. Earnings Peak in Q4-21 Scare You?

We need to discuss this fiscaL-driven situation in greater detail.

TMPositive Net Change VLVLYPositive Net Change

John Blank

Strong Earnings Reports & Rising Rates: Then What?

Welcome or unwelcome, a rising 10-yr Treasury yield speaks to changed expectations.

XOMPositive Net Change

John Blank

Key Macro Drivers for 2021

Think the Fed, real estate, China, and oh yeah, earnings.

MOSPositive Net Change XPOPositive Net Change

John Blank

The Biden Trades

What stocks move with this new U.S. administration?

GSPositive Net Change CMNegative Net Change SQNegative Net Change