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asset-allocation: Archive

John Blank

Zacks February View on Equity Markets

What you are seeing is the textbook definition of a "Great Rotation" -- a shift in market leadership where the baton is being passed from the hyper-growth Artificial Intelligence stars to the broader, "real economy" sectors.

John Blank

Zacks January View on Equity Markets

Liquidity catalysts will be debated for 2026, from both global (U.S. and non-U.S.) monetary authorities. It is not guaranteed to work for stocks like it did in 2025.

John Blank

January Asset Allocation Guidelines

Five 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

Info Tech 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

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

In last year's FactSet "Bottoms-up" consensus, going out 12 months? Outside consensus was for 7,927. That latest consensus was (+21.2%) above a closing price of 6,538.

John Blank

International: Update on Global Regions

Quotes by John Butters and S&P accompany the latest update on International investment strategies.

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.