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Spoken Word: Archive

John Blank

What is Fair Value for the S&P500?

The latest earnings report season muddied the waters on that.

WDCPositive Net Change OROVYPositive Net Change BNTXNegative Net Change

John Blank

The Biden Vision

What does it mean for stocks?

XOMNegative Net Change DEPositive Net Change CVXNegative Net Change

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 RKTNegative 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 TSMPositive Net Change PTONNegative 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.

XOMNegative 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 QDELPositive Net Change

John Blank

How to Follow the Central Bank Money

Easy Money Drives Stocks. What Works Best?

MUNegative Net Change HOLXNo 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 BXCPositive Net Change BCCPositive Net Change

John Blank

What is a Great Mobility Stock?

You can play pharma...or mobility stocks.

NXPINegative Net Change IDXXPositive Net Change BAMXFNegative Net Change

John Blank

3 Stock Picks That Play on COVID Retail Therapy

Being Shut-In Delivers Offline Customers Too.

TTCPositive Net Change SWKPositive Net Change MKTAYNegative Net Change

John Blank

3 Stock Picks That Play on COVID Retail Therapy

Being Shut-In Delivers Offline Customers Too.

TTCPositive Net Change SWKPositive Net Change MKTAYNegative Net Change

John Blank

Update on the COVID Vaccine Race

A 2021 Macro Recovery is About This, Alone.

PFEPositive Net Change MRNANegative 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.

WSMNegative Net Change TGTPositive Net Change GMPositive 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 RIOPositive Net Change AUPositive Net Change

John Blank

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

What can stop this freight train?

WHRPositive Net Change ORLYNegative Net Change DEPositive 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?

SRENegative 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 JDPositive Net Change EBAYPositive 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