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Spoken Word: Archive

John Blank

What to make of stock market catalysts this summer

Here are a few thoughts for you.

GM CNHI STLA

John Blank

Can a Wage-Price Spiral Happen in 2022?

The issue concerns economists and traders alike.

PBR PTR SU

John Blank

When Does the Fed Start to Taper Bond Buying?

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

DDAIF

John Blank

What is Fair Value for the S&P500?

The latest earnings report season muddied the waters on that.

WDC OROVY BNTX

John Blank

The Biden Vision

What does it mean for stocks?

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John Blank

3 Tech Stocks, 3 Stories

What can chip stocks tell us about Q1 earnings season?

MU NVDA LPL

John Blank

Where Does the 10-yr Rate Go from Here?

High-beta stocks seem to care the most.

SWKS RKT UI

John Blank

How to Play it, when the US Economy Surges First

Other world-stage actors may not be following us.

AU TSM PTON

John Blank

Should a U.S. Earnings Peak in Q4-21 Scare You?

We need to discuss this fiscaL-driven situation in greater detail.

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John Blank

Strong Earnings Reports & Rising Rates: Then What?

Welcome or unwelcome, a rising 10-yr Treasury yield speaks to changed expectations.

XOM SNP RDS.A

John Blank

Key Macro Drivers for 2021

Think the Fed, real estate, China, and oh yeah, earnings.

MOS XPO

John Blank

The Biden Trades

What stocks move with this new U.S. administration?

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John Blank

With Vaccine Distribution, What Stocks Do I Buy?

A Forward Looking Market Can Be Beguiling.

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John Blank

How to Follow the Central Bank Money

Easy Money Drives Stocks. What Works Best?

MU HOLX PKG

John Blank

Where Does the S&P500 Go After 3,600?

That's a toppy index number, folks.

JELD BCC

John Blank

What is a Great Mobility Stock?

You can play pharma...or mobility stocks.

NXPI IDXX BAMXF

John Blank

3 Stock Picks That Play on COVID Retail Therapy

Being Shut-In Delivers Offline Customers Too.

TTC SWK MKTAY

John Blank

3 Stock Picks That Play on COVID Retail Therapy

Being Shut-In Delivers Offline Customers Too.

TTC SWK MKTAY

John Blank

Update on the COVID Vaccine Race

A 2021 Macro Recovery is About This, Alone.

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John Blank

How to Play a Top-Down COVID Trading Landscape

The virus is still influencing stocks.

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John Blank

Should Falling Tech Stocks Concern You?

When the trend is your friend, it matters.

LRCX LEN AZPN

John Blank

Does the U.S. Economy Need More Stimulus?

Or is a spending package just election packaging?

SCCO RIO AU

John Blank

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

What can stop this freight train?

WHR ORLY DE

John Blank

Should You Buy the Rally in Non-US Stocks?

Or does global growth need to show up first???

UBS TMO CP

John Blank

Can Tech Stocks Keep Their Momentum?

Or do we see momentum profits getting taken...

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