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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?

MANHNegative 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 PARAPositive 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'?

VRTXNegative Net Change ESLOYPositive Net Change WMMVYNegative Net Change

John Blank

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

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

MUNegative 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 TOELYNegative 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 NVDANegative 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 WABNegative 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.

NVDANegative 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 PGRPositive Net Change SAFRYNegative Net Change

John Blank

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

The Electric Vehicle Downcycle May Have Broader Consequences.

WFCNegative Net Change TSLANegative 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 VEEVPositive Net Change SVNDYNegative Net Change

John Blank

Can We See More Upside, With This Stock Market Rally?

Oftentimes, strong momentum trading leads to more momentum.

VMCNegative Net Change ARMPositive Net Change LINegative 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 SSUMYNegative 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 CDNSNegative Net Change CRWDNegative Net Change

John Blank

Do Traders Over-Focus on the CPI?

"Don't Fight the Fed" may be too dominant a theme, now.

RYAAYNegative Net Change MLMNegative Net Change NETNegative 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 NVDANegative Net Change TSMNegative 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 LYVNegative Net Change SCHYYPositive Net Change

John Blank

Can the Magnificent Seven Carry Stocks Even Higher?

Or do we need to see broader share participation?

EMENegative 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.

EMENegative Net Change WSMPositive Net Change NBIXNegative Net Change

John Blank

After This Correction, Time to Buy Stocks?

That is a worthy topic, isn't it?

CDNSNegative Net Change SPLKPositive Net Change VIPSNegative Net Change

John Blank

Did a Data-Driven Fed Get it Right?

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

ISRGNegative Net Change WYNegative Net Change IRNegative 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 SHWNegative 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 URBNPositive Net Change SIEGYNo 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