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Spoken Word: Archive

John Blank

What Role Will Macro Data Play, Before the U.S. Election?

In other words, can U.S. macro data trump any U.S election uncertainty?

MANHPositive Net Change EXASPositive Net Change NRILYPositive Net Change

John Blank

Can U.S. Stocks Rally After Chair Powell Speaks?

Less uncertainty is usually a benefit.

CHRWPositive Net Change THCPositive Net Change PARANegative Net Change

John Blank

Will the Fed Cut Rates and Make Stock Owners Happy?

Or is the event of a SEP rate cut 'all priced in'?

VRTXPositive Net Change ESLOYPositive Net Change WMMVYPositive Net Change

John Blank

An Update on this Tech-driven U.S. Economy

Can this "AI" Cap-ex boom keep driving ahead?

MUPositive Net Change ANETPositive Net Change SHOPPositive Net Change

John Blank

Is the U.S. Economy Finally Cooling?

Likely, it takes several months of macro data to answer that question.

GEPositive Net Change TOELYPositive Net Change ANETPositive Net Change

John Blank

Can Tech & Mega-Caps Take Stocks Even Higher?

This is perhaps the biggest worry, now.

GEPositive Net Change NVDAPositive Net Change SCCOPositive Net Change

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.

STLDPositive Net Change WABPositive 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 COINPositive 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.

BLKPositive Net Change PGRNegative Net Change SAFRYPositive Net Change

John Blank

Can Tesla's Earnings Struggle Take Down the "Mag 7"?

The Electric Vehicle Downcycle May Have Broader Consequences.

WFCPositive Net Change TSLAPositive Net Change UBERPositive Net Change PROSYPositive Net Change

John Blank

What Will the FOMC Do in 2024?

Bond and stock traders fell in line -- with Fed consensus. For now.

BKPositive Net Change VEEVNegative 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 ARMPositive 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 SSUMYPositive Net Change COINPositive Net Change

John Blank

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

An Aggressive Posture on Asset Allocation Can Remain Attractive.

HCAPositive 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.

RYAAYPositive Net Change MLMPositive Net Change NETPositive Net Change

John Blank

What are the Major Stock Market Risks for 2024?

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

NVOPositive Net Change NVDAPositive Net Change TSMPositive Net Change

John Blank

Where is That Pesky Recession?

Worriers are still out there. Is there any fresh evidence to support them?

RCLPositive Net Change LYVPositive Net Change SCHYYPositive Net Change

John Blank

Can the Magnificent Seven Carry Stocks Even Higher?

Or do we need to see broader share participation?

EMEPositive Net Change XPOPositive Net Change DBXNegative Net Change

John Blank

Can Q3 GDP Excite Investors?

The recession bears will never go away. The bulls can take advantage of that.

EMEPositive Net Change WSMPositive Net Change NBIXPositive Net Change

John Blank

After This Correction, Time to Buy Stocks?

That is a worthy topic, isn't it?

CDNSPositive Net Change SPLKPositive Net Change VIPSPositive 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 WYPositive Net Change IRPositive Net Change

John Blank

Time to Buy Stocks in September?

A lull is here. Is this a buyable dip?

GEPositive Net Change CATPositive Net Change SHWPositive 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 KMTUYPositive 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 SIEGYPositive Net Change

John Blank

Where Might 2024 Investors Harvest Returns?

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

VMCPositive Net Change MLMPositive Net Change ZBHPositive Net Change