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Spoken Word: Archive
Will the FOMC Tighten, Given Good CPI Data?
by John Blank
Will their shift in rates spark too much turbulence in Financials?
economy inflation
Can the S&P500 Keep Trucking, Led by 7 Tech Monsters?
by John Blank
The S&P500 forward 12M P/E multiple is at a high 18.9.
stock-performance
Where Might 2024 Investors Harvest Returns?
by John Blank
One source for those answers: Chief Investment Officers (CIOs).
stock-performance
Can U.S. Consumer Strength Remain Strong?
by John Blank
Summer rolls along. It is likely seasonal activity helps.
consumer-discretionary economy
Did the FOMC Tighten Too Much?
by John Blank
The regional bank crisis remains a key FOMC focus.
banking economy fin-tech finance stock-performance stock-price-movement
Can Info Tech Stocks Carry the S&P500 Even Higher?
by John Blank
Sector breadth is not there, right now.
computers economy stock-performance tech-stocks
How did the U.S. and Global Economy fare in Q1?
by John Blank
Tune in. Fresh macro insights come along with a few fresh thoughts on Q1 earnings.
economy
What to do with the Real Estate sector?
by John Blank
Shorts have been pounding away. Where to from here?
reit
Only Electric Autos in 10 Years' Time?
by John Blank
And a few more macroeconomic thoughts, along with that.
auto-tires-trucks economy
Will Another Shoe Drop on the Regional Banks?
by John Blank
The U.S. monetary and bank regulatory system has plans, if it does.
banking