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Spoken Word: Archive

John Blank

Cybersecurity, Inflation De-anchoring, COVID's Legacy

3 big risks in 2022 we must all think harder about.

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John Blank

A Game Plan for Investing in a New Year

No more Fed bond buying liquidity? What to do?

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John Blank

Stock Markets Rise Forever, Don't They?

Can anything stop this bull market?

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John Blank

A World Tour of Policy Rate Hikes

The Fed is lagging its peers. What gives?

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John Blank

Europe is Churning

How do supply chains work into this too?

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John Blank

How did COVID Reshape Retail and Goods Production?

This is the biggest macro issue today.

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John Blank

Is This the Top to Stocks?

Where do stocks go from here.

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John Blank

Consumer Prices, the Fed, and Tapering

Can we make sense of this trio?

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John Blank

Retail Sales Down. Consumer Sentiment Down. What Gives?

What to expect from the upcoming holiday shopping season?

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John Blank

Did COVID Remote Working Launch Economy Wide Productivity Gains?

More to the point, what should an investor do?

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John Blank

Why Are So Many U.S. Growth and Unemployment Rate Projections Off?

John Maynard Keynes did not address a pandemic.

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John Blank

Key Top-down Takeaways on Q2 Earnings

What catalysts can stock traders focus on?

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John Blank

What to make of stock market catalysts this summer

Here are a few thoughts for you.

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John Blank

Can a Wage-Price Spiral Happen in 2022?

The issue concerns economists and traders alike.

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John Blank

When Does the Fed Start to Taper Bond Buying?

Is this rise in Home & Consumer Price Inflation transitory? Or not?

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John Blank

What is Fair Value for the S&P500?

The latest earnings report season muddied the waters on that.

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John Blank

The Biden Vision

What does it mean for stocks?

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John Blank

3 Tech Stocks, 3 Stories

What can chip stocks tell us about Q1 earnings season?

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John Blank

Where Does the 10-yr Rate Go from Here?

High-beta stocks seem to care the most.

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John Blank

How to Play it, when the US Economy Surges First

Other world-stage actors may not be following us.

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John Blank

Should a U.S. Earnings Peak in Q4-21 Scare You?

We need to discuss this fiscaL-driven situation in greater detail.

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John Blank

Strong Earnings Reports & Rising Rates: Then What?

Welcome or unwelcome, a rising 10-yr Treasury yield speaks to changed expectations.

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John Blank

Key Macro Drivers for 2021

Think the Fed, real estate, China, and oh yeah, earnings.

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John Blank

The Biden Trades

What stocks move with this new U.S. administration?

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John Blank

With Vaccine Distribution, What Stocks Do I Buy?

A Forward Looking Market Can Be Beguiling.

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