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Spoken Word: Archive

John Blank

Why Do Tech Stocks Remain So Attractive?

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

TRUNegative Net Change ATEYYNegative 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 TTNegative 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 NPSNYNo Net Change TAKNegative 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.

CHRWNegative Net Change THCPositive 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 ESLOYNegative 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 ANETNegative 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 ANETNegative 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.

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 TSLAPositive Net Change UBERNegative Net Change PROSYNo 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 LIPositive 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 SSUMYNegative 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.

RYAAYPositive 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 LYVPositive 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 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 WYPositive 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 CATNegative Net Change SHWNegative Net Change