Can Tech & Mega-Caps Take Stocks Even Higher?

Episodes

Want to Find an Overlooked Stock?
26 Sep· Global Markets with John Blank
Look into the conglomerates sector, to find one.
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Here is the Year-End FOMC Outlook
26 Sep· Global Markets with John Blank
After the FOMC cut 50 bps, here is what to expect.
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What Role Will Macro Data Play, Before the U.S. Election?
22 Aug· Global Markets with John Blank
In other words, can U.S. macro data trump any U.S election uncertainty?
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Can U.S. Stocks Rally After Chair Powell Speaks?
22 Aug· Global Markets with John Blank
Less uncertainty is usually a benefit.
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Will the Fed Cut Rates and Make Stock Owners Happy?
25 Jul· Global Markets with John Blank
Or is the event of a SEP rate cut 'all priced in'?
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An Update on this Tech-driven U.S. Economy
25 Jul· Global Markets with John Blank
Can this “AI” Cap-ex boom keep driving ahead?
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Is the U.S. Economy Finally Cooling?
27 Jun· Global Markets with John Blank
Likely, it takes several months of macro data to answer that question.
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Can Tech & Mega-Caps Take Stocks Even Higher?
27 Jun· Global Markets with John Blank
This is perhaps the biggest worry, now.
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Memorial Day 2024: How is the U.S. Consumer Doing?
23 May· Global Markets with John Blank
It is time, for a health check, on the all-important U.S. consumer.
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U.S. Stocks, or World Stocks?
23 May· Global Markets with John Blank
Rate cuts in Europe and Latin America, not the USA, get me thinking.
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Making a Connection Between Private Net Worth and Public Debt Issuance.
25 Apr· Global Markets with John Blank
A Big U.S. Election Approaches. Consequences from This Will Produce Heated Debates.
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Can Tesla's Earnings Struggle Take Down the "Mag 7"?
25 Apr· Global Markets with John Blank
The Electric Vehicle Downcycle May Have Broader Consequences.
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What Will the FOMC Do in 2024?
28 Mar· Global Markets with John Blank
Bond and stock traders fell in line -- with Fed consensus. For now.
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Can We See More Upside, With This Stock Market Rally?
28 Mar· Global Markets with John Blank
Oftentimes, strong momentum trading leads to more momentum.
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Here’s an Updated “Bull-Bear” Debate on the U.S. Economy
29 Feb· Global Markets with John Blank
There’s always two sides to every argument. But one may be stronger.
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Can This U.S. “AI” Boom Override Geopolitics?
29 Feb· Global Markets with John Blank
An Aggressive Posture on Asset Allocation Can Remain Attractive.
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Do Traders Over-Focus on the CPI?
25 Jan· Global Markets with John Blank
“Don’t Fight the Fed” may be too dominant a theme, now.
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What are the Major Stock Market Risks for 2024?
25 Jan· Global Markets with John Blank
After Davos is over, let’s prognosticate from the cheap seats.
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Where is That Pesky Recession?
30 Nov 2023· Global Markets with John Blank
Worriers are still out there. Is there any fresh evidence to support them?
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Can the Magnificent Seven Carry Stocks Even Higher?
30 Nov 2023· Global Markets with John Blank
Or do we need to see broader share participation?
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Episodes

Want to Find an Overlooked Stock?

Here is the Year-End FOMC Outlook

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

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

Will the Fed Cut Rates and Make Stock Owners Happy?

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

Is the U.S. Economy Finally Cooling?

Memorial Day 2024: How is the U.S. Consumer Doing?

U.S. Stocks, or World Stocks?

Making a Connection Between Private Net Worth and Public Debt Issuance.

Can Tesla's Earnings Struggle Take Down the "Mag 7"?

What Will the FOMC Do in 2024?

Can We See More Upside, With This Stock Market Rally?

Here’s an Updated “Bull-Bear” Debate on the U.S. Economy

Can This U.S. “AI” Boom Override Geopolitics?

Do Traders Over-Focus on the CPI?

What are the Major Stock Market Risks for 2024?

Where is That Pesky Recession?

Can the Magnificent Seven Carry Stocks Even Higher?