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asset-allocation: Archive

John Blank

ZRS Chart of the Month

Investor concern should be rising -- a weak U.S. job market has hit consumer spending.

John Blank

October Asset Allocation Guidelines

5 different frameworks specify portfolio risk tolerance: from Risky "Max Growth" to Conservative "Income." Choose one that fits you.

John Blank

October Sell-Side and Buy-Side Consensus at a Glance

A valuation boost from the attraction of a broad equity risk premium looks non-existent, using Zacks 2025 S&P500 earnings of $267.86.

John Blank

International: Update on Global Regions

The blended (combines actual results for companies that have reported and estimated results for companies that have yet to report) earnings growth rate for the S&P 500 for Q4 2024 is 16.9%.

John Blank

Zacks October View on Equity Markets

This month? I focus the U.S. market's outlook, on a balance, between bull and bear views.

John Blank

September Sell-Side and Buy-Side - Consensus at a Glance

A valuation boost from the attraction of a broad equity risk premium looks minimal using Zacks 2025 S&P500 earnings of $266.63.

John Blank

Zacks September View on Equity Markets

Economic activity in the United States has expanded at a moderately above-trend pace on a four-quarter basis, and the labor market has remained solid.

John Blank

ZRS Chart of the Month

Info Tech remains wildly overpriced, at extreme valuations, +59% over the median. That is the "AI froth factor."

John Blank

September Asset Allocation Guidelines

5 different frameworks specify portfolio risk tolerance: from Risky "Max Growth" to Conservative "Income." Choose one that fits you.

John Blank

International: Update on Global Regions

Composed of 500 companies that are domiciled in the U.S., the S&P 500 captures approximately 82% of the total U.S. equity market value.