Back to top

Spoken Word: Archive

John Blank

3 Tech Stocks, 3 Stories

What can chip stocks tell us about Q1 earnings season?

MUNegative Net Change NVDAPositive Net Change LPLNegative Net Change

John Blank

Where Does the 10-yr Rate Go from Here?

High-beta stocks seem to care the most.

SWKSNegative Net Change RKTPositive Net Change UINegative Net Change

John Blank

How to Play it, when the US Economy Surges First

Other world-stage actors may not be following us.

AUPositive Net Change TSMNegative Net Change PTONPositive Net Change

John Blank

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

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

TMNegative Net Change DDAIFPositive Net Change VLVLYPositive Net Change

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.

MOSPositive Net Change XPOPositive Net Change

John Blank

The Biden Trades

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

GSNegative Net Change CMPositive 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 SCHWPositive Net Change QDELNegative Net Change

John Blank

How to Follow the Central Bank Money

Easy Money Drives Stocks. What Works Best?

MUNegative Net Change HOLXNegative Net Change PKGPositive Net Change

John Blank

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

That's a toppy index number, folks.

JELDNo 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 SWKPositive Net Change MKTAYPositive Net Change

John Blank

3 Stock Picks That Play on COVID Retail Therapy

Being Shut-In Delivers Offline Customers Too.

TTCNegative Net Change SWKPositive Net Change MKTAYPositive Net Change

John Blank

Update on the COVID Vaccine Race

A 2021 Macro Recovery is About This, Alone.

PFENegative Net Change MRNAPositive Net Change JNJNegative Net Change GILDNegative Net Change AZNPositive Net Change

John Blank

How to Play a Top-Down COVID Trading Landscape

The virus is still influencing stocks.

WSMPositive Net Change TGTPositive Net Change GMPositive Net Change

John Blank

Should Falling Tech Stocks Concern You?

When the trend is your friend, it matters.

LRCXNegative Net Change LENPositive Net Change

John Blank

Does the U.S. Economy Need More Stimulus?

Or is a spending package just election packaging?

SCCONegative Net Change RIOPositive 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 ORLYPositive 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???

UBSPositive Net Change TMOPositive Net Change CPPositive Net Change

John Blank

Can Tech Stocks Keep Their Momentum?

Or do we see momentum profits getting taken...

MUNegative Net Change MCHPNegative Net Change AMDNegative Net Change

John Blank

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

What could the catalysts be?

SREPositive Net Change FTNTPositive Net Change ABBVPositive 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 EBAYPositive Net Change

John Blank

Do Macroeconomic Outlooks Matter With COVID?

During the suppression, NO. Afterwards? YES.

TSMNegative Net Change PTONPositive 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.

SJMPositive Net Change PINSPositive Net Change AMCRPositive Net Change

John Blank

Where Can Traders Build Optimism?

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

SATSPositive Net Change NWEPositive Net Change DBXPositive Net Change