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Spoken Word: Archive
What is Fair Value for the S&P500?
by John Blank
The latest earnings report season muddied the waters on that.
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The Biden Vision
by John Blank
What does it mean for stocks?
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3 Tech Stocks, 3 Stories
by John Blank
What can chip stocks tell us about Q1 earnings season?
tech-stocks
Where Does the 10-yr Rate Go from Here?
by John Blank
High-beta stocks seem to care the most.
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How to Play it, when the US Economy Surges First
by John Blank
Other world-stage actors may not be following us.
economy
Should a U.S. Earnings Peak in Q4-21 Scare You?
by John Blank
We need to discuss this fiscaL-driven situation in greater detail.
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Strong Earnings Reports & Rising Rates: Then What?
by John Blank
Welcome or unwelcome, a rising 10-yr Treasury yield speaks to changed expectations.
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Key Macro Drivers for 2021
by John Blank
Think the Fed, real estate, China, and oh yeah, earnings.
economy stock-performance
The Biden Trades
by John Blank
What stocks move with this new U.S. administration?
economy stock-performance
How to Follow the Central Bank Money
by John Blank
Easy Money Drives Stocks. What Works Best?
economy stock-price-movement