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Spoken Word: Archive

John Blank

Is the U.S. Economy Finally Cooling?

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

GENegative Net Change TOELYNegative Net Change ANETNegative Net Change

John Blank

Can Tech & Mega-Caps Take Stocks Even Higher?

This is perhaps the biggest worry, now.

GENegative 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.

STLDNegative Net Change WABNegative 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 ANETNegative 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.

WFCPositive Net Change TSLANegative Net Change UBERNegative Net Change PROSYNegative Net Change

John Blank

What Will the FOMC Do in 2024?

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

BKNegative 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.

VMCNegative Net Change ARMNegative 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.

RCLNegative Net Change SSUMYNo Net Change COINNegative 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.

NVONegative 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?

RCLNegative Net Change LYVNegative Net Change SCHYYNegative Net Change

John Blank

Can the Magnificent Seven Carry Stocks Even Higher?

Or do we need to see broader share participation?

EMENegative Net Change XPONegative Net Change DBXPositive 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 WSMNegative 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 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.

ISRGNegative Net Change WYPositive Net Change IRNegative Net Change

John Blank

Time to Buy Stocks in September?

A lull is here. Is this a buyable dip?

GENegative Net Change CATNegative 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?

NSANYNegative 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.

KMBPositive Net Change URBNNegative Net Change SIEGYNegative 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

John Blank

Can U.S. Consumer Strength Remain Strong?

Summer rolls along. It is likely seasonal activity helps.

FPositive Net Change CMGNegative Net Change MNSTPositive Net Change

John Blank

Did the FOMC Tighten Too Much?

The regional bank crisis remains a key FOMC focus.

MARNegative Net Change MCDPositive Net Change BKNGNegative Net Change

John Blank

Can Info Tech Stocks Carry the S&P500 Even Higher?

Sector breadth is not there, right now.

KRPositive Net Change FDXNegative Net Change MSGSNegative Net Change

John Blank

How did the U.S. and Global Economy fare in Q1?

Tune in. Fresh macro insights come along with a few fresh thoughts on Q1 earnings.

STMNegative Net Change SENegative Net Change IFNNYNegative Net Change