Back to top

Market Strategy: Archive

John Blank

Get Critical About Earnings Season: Zacks August Strategy Report

It's time to employ some critical thinking: Is 9.4% annualized earnings growth out of line? Is the present S&P 500 forward 12-month valuation of 17.7 out of line?

MUPositive Net Change FSNUYNegative Net Change ELUXYNegative Net Change

John Blank

Just the Facts, Ma'am: Zacks July Strategy Report

Traders just closed out the first 6 months of 2017. What' John Blank's answer in July? To quote Detective Joe Friday, from the old TV show Dragnet: "Just the facts, ma'am."

TOELYNegative Net Change DECKNegative Net Change AALNegative Net Change

John Blank

Just the Facts, Ma'am: Zacks July Strategy Report

Traders just closed out the first 6 months of 2017. What's John Blank's answer in July? To quote Detective Joe Friday, from the old TV show Dragnet: "Just the facts, ma'am."

TOELYNegative Net Change DECKNegative Net Change AALNegative Net Change

John Blank

Modi, Paytm & Midnight Demonetization: June Market Strategy

Let's discuss dumb policy execution -- well outside of the 2017 U.S. media focus on all things Trump.

SWKNegative Net Change MPXNegative Net Change MONPositive Net Change

John Blank

Modi, Paytm & Midnight Demonetization: June Market Strategy

Let's discuss dumb policy execution -- well outside of the 2017 U.S. media focus on all things Trump.

SWKNegative Net Change MPXNegative Net Change MONPositive Net Change

John Blank

Bulls Get Airborne with Tech: Zacks May Market Strategy

S&P 500 earnings could record +12.5% y/y growth in Q1-2017, the best since Q3-2011. What???s hot? Info Tech.

UCTTPositive Net Change TSNPositive Net Change HUNNegative Net Change

John Blank

Should You Buy or Sell Stocks and Real Estate?

Is there a property "bubble" lurking in the U.S. real estate market?

SPNegative Net Change FLIRPositive Net Change BGCPPositive Net Change

John Blank

Running Before You Walk: Zacks March Market Strategy

How can the S&P 500 have a 17.7 forward 12-month Price to Earnings (P/E) ratio, when the historic average is 14.3, and when the latest GDPNow forecast for the first quarter U.S. economy is a paltry +1.9% q/q?

TXPositive Net Change HWDJYNegative Net Change COHRPositive Net Change

John Blank

Death by China: Zacks January Market Strategy

Chinese leaders have been brashly ignoring rules about things like currency manipulation to make sure that their country???s products remain artificially cheap.

TECKNegative Net Change SUNegative Net Change

John Blank

Death by China

An influx of Chinese goods has left American manufacturers unable to compete, and Chinese leaders have been brashly ignoring rules.

John Blank

Look At That Froth!

Above 2,200 on the S&P 500, early DEC shows us the latest EPS "fair value" calculation has support solely on a forward look.

John Blank

Cast Your Vote: Zacks November Strategy Report

One underlying force holding U.S. growth back is the attrition of women in the active labor force. Imagine that!

John Blank

When Rich Nation Growth Stagnates

The narrative away from the USA interested me this month, as I looked further into the matter of advanced nation GDP growth stagnation.

John Blank

Fast Money Gets It Wrong

The September theme: U.S. markets look overbid, while global fundamentals have turned.

John Blank

Keep Your Eyes on the Road Ahead

We see three key things that matter to the stock markets in the month of August.

John Blank

A New Running of the Bulls

The S&P500 finally broke out of a tight mid-2016 range, and passed its all-time high seen in June 2015.

John Blank

The U.S. Expansion Carries On

Yes, the U.S. remains in expansion. Recent monthly labor market evidence was NOT conclusive, however.

John Blank

Jumping Over a Lower Bar: Zacks May Strategy Update

Beneath the S&P 500 surface, the low bar for Q1 EPS led to a lot of upgrades, as did the big turn in steel, iron ore prices, and other commodity prices.

John Blank

China Turns a Corner & the U.S. Presidential Cycle

This month, I guide asset allocations outside the USA from a core idea. As I write on April 7th, the latest one-week 'risk-off' episode in non-US markets has reversed.

John Blank

Facts Are Stubborn Things: Zacks March Strategy

March shows early spring to most parts of the USA. A warming trend was apparent across the U.S. stock markets.

John Blank

Watching Oil Price Wiggles for Entertainment

Zacks Chief Strategist John Blank's call is that there will be no 2016 U.S. recession based on falling oil prices.

John Blank

No Lion or Lamb; January Shows Up a Bear

It's been a lousy start to a New Year. China manufacturing PMIs showed contraction. Fear heightens the visible and less visible stress out there.

John Blank

Santa's on the Roof: Zacks Xmas Market Report

Small gift buying stirs the season. Yet that's not what keeps stocks rising.

John Blank

Buyers Pile into Consumer Stocks

What compels my U.S. optimism? Plentiful U.S. job hiring is first and foremost.

John Blank

Just Ahead of Q3 Earnings, What Can We Expect?

As I wrote last month, the "Short Global Growth" event is at the end of a third leg down.