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Spoken Word: Archive

John Blank

Stock Markets Rise Forever, Don't They?

Can anything stop this bull market?

BXNegative Net Change AMDNegative Net Change CVXNegative Net Change

John Blank

A World Tour of Policy Rate Hikes

The Fed is lagging its peers. What gives?

XLNXNegative Net Change NTRPositive Net Change STLANegative Net Change

John Blank

Europe is Churning

How do supply chains work into this too?

AANegative Net Change AMATNegative Net Change BRTNegative Net Change

John Blank

How did COVID Reshape Retail and Goods Production?

This is the biggest macro issue today.

WMTPositive Net Change KRNegative Net Change WSMNegative Net Change

John Blank

Is This the Top to Stocks?

Where do stocks go from here.

VMINegative Net Change CAJPositive Net Change HLIONegative Net Change

John Blank

Consumer Prices, the Fed, and Tapering

Can we make sense of this trio?

AAPLNegative Net Change CICHYPositive Net Change SHOPNegative Net Change

John Blank

Retail Sales Down. Consumer Sentiment Down. What Gives?

What to expect from the upcoming holiday shopping season?

ORLYPositive Net Change CAJPositive Net Change CBRENegative Net Change

John Blank

Did COVID Remote Working Launch Economy Wide Productivity Gains?

More to the point, what should an investor do?

TJXPositive Net Change BASFYNegative Net Change MELINegative Net Change

John Blank

Why Are So Many U.S. Growth and Unemployment Rate Projections Off?

John Maynard Keynes did not address a pandemic.

NKEPositive Net Change TGTPositive Net Change WMTPositive Net Change

John Blank

Key Top-down Takeaways on Q2 Earnings

What catalysts can stock traders focus on?

BBYPositive Net Change LENNegative Net Change BAMNegative Net Change

John Blank

What to make of stock market catalysts this summer

Here are a few thoughts for you.

GMNegative Net Change CNHINegative Net Change STLANegative Net Change

John Blank

Can a Wage-Price Spiral Happen in 2022?

The issue concerns economists and traders alike.

PBRPositive Net Change PTRNegative Net Change SUNegative Net Change

John Blank

When Does the Fed Start to Taper Bond Buying?

Is this rise in Home & Consumer Price Inflation transitory? Or not?

DDAIFNegative Net Change

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 BNTXPositive Net Change

John Blank

The Biden Vision

What does it mean for stocks?

XOMNegative Net Change DENegative 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 NVDANegative Net Change LPLPositive 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 TSMNegative 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 DDAIFNegative Net Change VLVLYNegative 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.ANegative 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 CMPositive Net Change SQNegative 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 QDELPositive Net Change

John Blank

How to Follow the Central Bank Money

Easy Money Drives Stocks. What Works Best?

MUNegative Net Change HOLXPositive Net Change PKGPositive 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 BCCPositive Net Change