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Spoken Word: Archive

John Blank

Do Q2 Reports Shape a More Uncertain Outlook?

Q4 is when major tariff effects should hit, in a macro material way.

ELNegative Net Change BAYRYPositive Net Change SVNDYPositive Net Change

John Blank

Where Does Financial Froth Show Up, Now?

I asked Google's Gemini AI tool a set of questions.

NTRSNegative Net Change ICAGYNegative Net Change GELYYNegative Net Change

John Blank

A Fresh Look At Indeed Job Postings

In June 2025, Can You See A Cyclical Move in the Jobs Markets?

LZAGYNegative Net Change NWGNegative Net Change CODYYNegative Net Change

John Blank

Understanding Tariff Headwinds

Some Macro Effects Are Visible. Already. More Should Arrive. Soon.

SSUMYPositive Net Change SFMPositive Net Change NXGPYNo Net Change

John Blank

A Fresh Look into U.S. Real Estate

Where is this critical sector going in 2025 and 2026?

BCSNegative Net Change APHNegative Net Change CVNANegative Net Change

John Blank

Is Stock Market Volatility Over for 2025?

Or -- are there fresh market events -- for the market to struggle with?

FRFHFNegative Net Change ADRNYPositive Net Change AMADYNegative Net Change

John Blank

A Review of the U.S. Inflation Landscape

Indeed, the Fed's "dual mandate" remains in play.

CMEPositive Net Change HTHIYNegative Net Change SONYPositive Net Change

John Blank

Should Investors Be Optimistic?

What grounds do they have for optimism?

ASMLNegative Net Change DTEGYPositive Net Change HSBCPositive Net Change

John Blank

Making Sense of Trade Wars

We discuss trade wars, versus traditional trade policy.

SFNegative Net Change AETUFPositive Net Change DOCSNegative Net Change

John Blank

A Key March Nonfarm Job Report is Coming

Will it show big DOGE Federal job cuts?

JDNegative Net Change COINNegative Net Change HOODNegative Net Change

John Blank

What is the Bull/Bear Story on This U.S. Economy?

Here are a few concerns investors should (validly) have.

PAANegative Net Change BJPositive Net Change PPCPositive Net Change

John Blank

Will Yearend 2025 Stock Returns Show Up?

Positive January S&P500 returns say YES.

APHNegative Net Change CRWDNegative Net Change

John Blank

What Can Tariffs Do to the U.S. Economy?

The February 1st Deadline for Tariffs is in Place. What to Expect?

WFCNegative Net Change QCOMPositive Net Change NOWNegative Net Change

John Blank

Where Does U.S Monetary Policy Go in 2025?

Can Stock Traders Expect Rate Cuts This Year?

WFCNegative Net Change JPMNegative Net Change MSNegative Net Change

John Blank

4 Indicators to Keep on Top of Recession Worry

A Wall of Worry -- About This Topic -- is Always a Factor.

ATEYYPositive Net Change CVNANegative Net Change VRTNegative Net Change

John Blank

What's the Outlook for Stocks in 2025?

2024 Was Good to Stocks. What Happens Next?

CLSNegative Net Change INGRNegative Net Change DRSPositive Net Change

John Blank

3 Quarterly Steps to a Better Investing Mind

Be disciplined and clean our your mental attic, each quarter.

SIEGYNegative Net Change BABANegative Net Change BYDDYNegative Net Change

John Blank

Why Do Tech Stocks Remain So Attractive?

No surprises here: Profits, Earnings, and Revenue Growth.

TRUNegative Net Change ATEYYPositive Net Change VRTNegative Net Change

John Blank

Want to Find an Overlooked Stock?

Look into the conglomerates sector, to find one.

NFGNegative Net Change TMICYPositive Net Change TTPositive Net Change

John Blank

Here is the Year-End FOMC Outlook

After the FOMC cut 50 bps, here is what to expect.

PKGNegative Net Change NPSNYNegative Net Change TAKPositive Net Change

John Blank

What Role Will Macro Data Play, Before the U.S. Election?

In other words, can U.S. macro data trump any U.S election uncertainty?

MANHNegative Net Change EXASPositive Net Change NRILYPositive Net Change

John Blank

Can U.S. Stocks Rally After Chair Powell Speaks?

Less uncertainty is usually a benefit.

CHRWNegative Net Change THCNegative Net Change PARAPositive Net Change

John Blank

Will the Fed Cut Rates and Make Stock Owners Happy?

Or is the event of a SEP rate cut 'all priced in'?

VRTXPositive Net Change ESLOYNegative Net Change WMMVYNegative Net Change

John Blank

An Update on this Tech-driven U.S. Economy

Can this "AI" Cap-ex boom keep driving ahead?

MUNegative Net Change ANETNegative Net Change SHOPNegative Net Change

John Blank

Is the U.S. Economy Finally Cooling?

Likely, it takes several months of macro data to answer that question.

GENegative Net Change TOELYNegative Net Change ANETNegative Net Change