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Spoken Word: Archive

John Blank

After This Correction, Time to Buy Stocks?

That is a worthy topic, isn't it?

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John Blank

Did a Data-Driven Fed Get it Right?

The FOMC meeting is done. Let's discuss the latest macro facts.

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John Blank

Time to Buy Stocks in September?

A lull is here. Is this a buyable dip?

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John Blank

Will the FOMC Tighten, Given Good CPI Data?

Will their shift in rates spark too much turbulence in Financials?

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John Blank

Can the S&P500 Keep Trucking, Led by 7 Tech Monsters?

The S&P500 forward 12M P/E multiple is at a high 18.9.

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John Blank

Where Might 2024 Investors Harvest Returns?

One source for those answers: Chief Investment Officers (CIOs).

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John Blank

Can U.S. Consumer Strength Remain Strong?

Summer rolls along. It is likely seasonal activity helps.

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John Blank

Did the FOMC Tighten Too Much?

The regional bank crisis remains a key FOMC focus.

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John Blank

Can Info Tech Stocks Carry the S&P500 Even Higher?

Sector breadth is not there, right now.

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John Blank

How did the U.S. and Global Economy fare in Q1?

Tune in. Fresh macro insights come along with a few fresh thoughts on Q1 earnings.

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John Blank

What to do with the Real Estate sector?

Shorts have been pounding away. Where to from here?

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John Blank

Only Electric Autos in 10 Years' Time?

And a few more macroeconomic thoughts, along with that.

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John Blank

Will Another Shoe Drop on the Regional Banks?

The U.S. monetary and bank regulatory system has plans, if it does.

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John Blank

How Will the U.S. Economy Hold Up This Year?

It's always time for a 'recession' update.

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John Blank

Talking About Headwinds and Tailwinds

What keeps this stock market range-trading.

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John Blank

An Update on the Q4 Earnings Season

It's time for the latest perspective, coming from the data.

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John Blank

How Did COVID Reshape the Labor Markets

The latest research focuses on retirees.

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John Blank

What Lies Ahead for the U.S. and Global Economies?

A New Year approaches, with worry abundant.

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John Blank

Will We See a Santa Claus Rally?

This year, the S&P500 at 4,000 is tough resistance.

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John Blank

Concerned About a "Boom-Bust" in Housing?

The current U.S. housing market isn't a one-size-fits-all situation.

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John Blank

Did Midterm Voters Help Stocks Out?

They usually do. Markets don't like political uncertainty.

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John Blank

Consumer Price Inflation Really Matters

What CPI index groups should you consult?

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John Blank

A Look Ahead to 2023

2023 is the forward look now.

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John Blank

5 Big Tech Tickers

What role they play, now, in the tale of the tape.

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John Blank

U.S. Macroeconomic Forces in Play

How to see the big macro insights.

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