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Spoken Word: Archive

John Blank

A Review of the U.S. Inflation Landscape

Indeed, the Fed's "dual mandate" remains in play.

CMEPositive Net Change HTHIYNegative Net Change SONYPositive Net Change

John Blank

Should Investors Be Optimistic?

What grounds do they have for optimism?

ASMLPositive Net Change DTEGYPositive Net Change HSBCNegative Net Change

John Blank

Making Sense of Trade Wars

We discuss trade wars, versus traditional trade policy.

SFNegative Net Change AETUFNegative Net Change DOCSNegative Net Change

John Blank

A Key March Nonfarm Job Report is Coming

Will it show big DOGE Federal job cuts?

JDNegative Net Change COINNegative Net Change HOODNegative Net Change

John Blank

What is the Bull/Bear Story on This U.S. Economy?

Here are a few concerns investors should (validly) have.

PAANegative Net Change BJPositive Net Change PPCPositive Net Change

John Blank

Will Yearend 2025 Stock Returns Show Up?

Positive January S&P500 returns say YES.

APHPositive Net Change CRWDNegative Net Change

John Blank

What Can Tariffs Do to the U.S. Economy?

The February 1st Deadline for Tariffs is in Place. What to Expect?

WFCNegative Net Change QCOMPositive Net Change NOWPositive Net Change

John Blank

Where Does U.S Monetary Policy Go in 2025?

Can Stock Traders Expect Rate Cuts This Year?

WFCNegative Net Change JPMNo Net Change MSNegative Net Change

John Blank

4 Indicators to Keep on Top of Recession Worry

A Wall of Worry -- About This Topic -- is Always a Factor.

ATEYYPositive Net Change CVNAPositive Net Change VRTNegative Net Change

John Blank

What's the Outlook for Stocks in 2025?

2024 Was Good to Stocks. What Happens Next?

CLSNegative Net Change INGRPositive Net Change DRSNegative Net Change

John Blank

3 Quarterly Steps to a Better Investing Mind

Be disciplined and clean our your mental attic, each quarter.

SIEGYNegative Net Change BABAPositive Net Change BYDDYNegative Net Change

John Blank

Why Do Tech Stocks Remain So Attractive?

No surprises here: Profits, Earnings, and Revenue Growth.

TRUPositive Net Change ATEYYPositive Net Change VRTNegative Net Change

John Blank

Want to Find an Overlooked Stock?

Look into the conglomerates sector, to find one.

NFGNegative Net Change TMICYNegative Net Change TTPositive Net Change

John Blank

Here is the Year-End FOMC Outlook

After the FOMC cut 50 bps, here is what to expect.

PKGNegative Net Change NPSNYPositive Net Change TAKPositive Net Change

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 NRILYNegative 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 SHOPNegative 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 SCCONegative 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 GOOGLNegative 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 COINNegative 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.

BLKNegative Net Change PGRPositive 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.

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