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asset-allocation: Archive

John Blank

ZRS Chart of the Month

Info Tech (11.08) remains richly overpriced, based on valuations, +56% over the median. That is the "AI" froth factor. Factor in high tech mega-cap P/E multiples too.

John Blank

Zacks December View on Equity Markets

All year long, stock market bulls have been trumpeting the AI data center trade. Let's look into the major semi-chip ETF, to see what the semi-chip returns status is.

John Blank

International: Update on Global Regions

"During the fourth quarter, the U.S. Dollar Index increased by 7.6% (to 108.49 from 100.78)."

John Blank

December Sell-Side and Buy-Side - Consensus at a Glance

Outside consensus was for 7,927. That latest consensus was (+21.2%) above a closing price of 6,538.

John Blank

December Asset Allocation Guidelines

5 different frameworks specify portfolio risk tolerance: from Risky "Max Growth" to Conservative "Income." Choose one that fits you.

John Blank

Zacks November View on Equity Markets

John Blank supplies the latest U.S. market cap style (large, mid, & small) and SPDR sector results from Zacks latest quarterly CIO survey.

John Blank

November Asset Allocation Guidelines

5 different frameworks specify portfolio risk tolerance: from Risky "Max Growth" to Conservative "Income." Choose one that fits you.

John Blank

ZRS Chart of the Month

Consumer Staples (1.17), Health Care (0.85), Utilities (0.59) and Financials (0.55), appear to be priced OK.

John Blank

November Sell-Side & Buy-Side Consensus at a Glance

This outside consensus was for 7,664. The latest consensus was (+12.3%) above a closing price of 6,822.

John Blank

International: Update on Global Regions

For companies that generate more than 50% of sales inside the U.S., the blended earnings growth rate is 14.4%. For companies that generate more than 50% of sales outside the U.S., the blended earnings growth rate is 20.8%.???