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Spoken Word: Archive

John Blank

Strong Earnings Reports & Rising Rates: Then What?

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

XOMPositive Net Change SNPPositive Net Change RDS.APositive Net Change

John Blank

Key Macro Drivers for 2021

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

MOSNegative Net Change XPONegative Net Change

John Blank

The Biden Trades

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

GSNegative Net Change CMNegative Net Change SQPositive Net Change

John Blank

With Vaccine Distribution, What Stocks Do I Buy?

A Forward Looking Market Can Be Beguiling.

GSNegative Net Change SCHWNegative Net Change QDELNegative Net Change

John Blank

How to Follow the Central Bank Money

Easy Money Drives Stocks. What Works Best?

MUPositive Net Change HOLXNegative Net Change PKGNegative Net Change

John Blank

Where Does the S&P500 Go After 3,600?

That's a toppy index number, folks.

JELDNegative Net Change BXCNegative Net Change BCCNegative Net Change

John Blank

What is a Great Mobility Stock?

You can play pharma...or mobility stocks.

NXPINegative Net Change IDXXNegative Net Change BAMXFPositive Net Change

John Blank

3 Stock Picks That Play on COVID Retail Therapy

Being Shut-In Delivers Offline Customers Too.

TTCNegative Net Change SWKNegative Net Change MKTAYNegative Net Change

John Blank

3 Stock Picks That Play on COVID Retail Therapy

Being Shut-In Delivers Offline Customers Too.

TTCNegative Net Change SWKNegative Net Change MKTAYNegative Net Change

John Blank

Update on the COVID Vaccine Race

A 2021 Macro Recovery is About This, Alone.

PFENegative Net Change MRNANegative Net Change JNJNegative Net Change GILDNegative Net Change AZNNegative Net Change

John Blank

How to Play a Top-Down COVID Trading Landscape

The virus is still influencing stocks.

WSMNegative Net Change TGTNegative Net Change GMNegative Net Change

John Blank

Should Falling Tech Stocks Concern You?

When the trend is your friend, it matters.

LRCXPositive Net Change LENNegative Net Change

John Blank

Does the U.S. Economy Need More Stimulus?

Or is a spending package just election packaging?

SCCOPositive Net Change RIONegative Net Change AUPositive Net Change

John Blank

The S&P500 Keeps Setting New Highs. For How Long?

What can stop this freight train?

WHRNegative Net Change ORLYNegative Net Change DENegative Net Change

John Blank

Should You Buy the Rally in Non-US Stocks?

Or does global growth need to show up first???

UBSNegative Net Change TMONegative Net Change CPNegative Net Change

John Blank

Can Tech Stocks Keep Their Momentum?

Or do we see momentum profits getting taken...

MUPositive Net Change MCHPNegative Net Change AMDPositive Net Change

John Blank

Can the S&P500 Break 3,200 this Summer?

What could the catalysts be?

SREPositive Net Change FTNTNegative Net Change ABBVNegative Net Change

John Blank

Is COVID Going to Reverse This Rally?

My short term and long-term answers are quite different.

TOELYPositive Net Change JDNegative Net Change EBAYNegative Net Change

John Blank

Do Macroeconomic Outlooks Matter With COVID?

During the suppression, NO. Afterwards? YES.

TSMPositive Net Change PTONNegative Net Change AUPositive Net Change

John Blank

How does the COVID battlefield look?

Winning looks good short-term. Actions in a medium-term may be cautious.

SJMNegative Net Change PINSPositive Net Change AMCRNegative Net Change

John Blank

Where Can Traders Build Optimism?

Yes. You can see it. In a few places.

SATSNegative Net Change NWEPositive Net Change DBXNo Net Change

John Blank

Insights Into a Cloudy Q1 Earnings Season

Focus your mind. On fresh facts about the uncertainty.

KGCPositive Net Change HIINegative Net Change ALPMYNegative Net Change

John Blank

What Stocks Move After the Stimulus Bill Passes?

The U.S. economy can recover (quicker) with this bill.

WDCPositive Net Change HPQNegative Net Change DXCMPositive Net Change

John Blank

When Do U.S. Stocks Get a Green Light?

Short answer - Not clear. Buy on yellow.

SAPNegative Net Change REGNNegative Net Change MSFTPositive Net Change

John Blank

What Poses the Greatest Risk to Markets?

The Nov. election, coronavirus, or earnings results?

PFENegative Net Change MSFTPositive Net Change JPMPositive Net Change