John Blank
@johnblank100.bsky.social
Macro Economist and Global Strategist
The U.S. hiring rate is already approaching 2008-09 levels....
December 10, 2025 at 12:13 PM
The U.S. hiring rate is already approaching 2008-09 levels....
The Last Fed Meeting of 2025: Global Week Ahead www.zacks.com/stock/news/2...
December 8, 2025 at 6:23 PM
The Last Fed Meeting of 2025: Global Week Ahead www.zacks.com/stock/news/2...
🙌 yes
we have to make supreme court expansion a 2028 nominee litmus test, we have to get every candidate on the record about what their plan is to rein in this rogue court of unaccountable ideologues
December 6, 2025 at 3:19 PM
🙌 yes
The Distance the S&P500 has gotten, from its 'fair value'?
Not a great look.
A big downdraft won't go to 'fair value' folks.
It will go lower than that...
Not a great look.
A big downdraft won't go to 'fair value' folks.
It will go lower than that...
December 6, 2025 at 12:21 PM
The Distance the S&P500 has gotten, from its 'fair value'?
Not a great look.
A big downdraft won't go to 'fair value' folks.
It will go lower than that...
Not a great look.
A big downdraft won't go to 'fair value' folks.
It will go lower than that...
S&P 500 returns have significantly slowed -- over the past two months.
December 6, 2025 at 12:12 PM
S&P 500 returns have significantly slowed -- over the past two months.
Gee!
Where have we seen this 'national' party funding model?
The USA?
Where have we seen this 'national' party funding model?
The USA?
🔴 Nigel Farage’s Reform is more reliant on super-rich backers than any major party in modern British political history
75% of *all* Reform donations *ever* have come from just three rich men
Is this what democracy looks like?
New on Democracy for Sale
democracyforsale.substack.com/p/75-of-refo...
75% of *all* Reform donations *ever* have come from just three rich men
Is this what democracy looks like?
New on Democracy for Sale
democracyforsale.substack.com/p/75-of-refo...
75% of Reform UK’s donations have come from just three rich men
Calls grow for donation caps as Democracy for Sale research reveals that three-quarters of Reform’s funding comes from a trio of wealthy donors
democracyforsale.substack.com
December 5, 2025 at 12:52 PM
Gee!
Where have we seen this 'national' party funding model?
The USA?
Where have we seen this 'national' party funding model?
The USA?
A Review of the Major Chip ETF: Zacks DEC 2025 Strategy www.zacks.com/commentary/2...
December 3, 2025 at 11:42 PM
A Review of the Major Chip ETF: Zacks DEC 2025 Strategy www.zacks.com/commentary/2...
Reposted by John Blank
The smallest county shift to the dems in Tennessee from last year appears to be seven points. The biggest was 20.
December 3, 2025 at 10:17 PM
The smallest county shift to the dems in Tennessee from last year appears to be seven points. The biggest was 20.
Is a 2025 Top In for Tech Stocks? Global Week Ahead www.zacks.com/stock/news/2...
December 1, 2025 at 5:56 PM
Is a 2025 Top In for Tech Stocks? Global Week Ahead www.zacks.com/stock/news/2...
An affordability squeeze?
Conagra (CAG) earnings speak up.
Conagra (CAG) earnings speak up.
November 30, 2025 at 5:41 PM
An affordability squeeze?
Conagra (CAG) earnings speak up.
Conagra (CAG) earnings speak up.
Bitcoin Down, Tech Shares Down: Global Week Ahead www.zacks.com/stock/news/2...
November 24, 2025 at 4:22 PM
Bitcoin Down, Tech Shares Down: Global Week Ahead www.zacks.com/stock/news/2...
Reposted by John Blank
This is one of the big accounts boosting Tommy Robinson, Farage and Reform and ‘English Patriots’.
It’s Russian.
It’s Russian.
November 24, 2025 at 9:29 AM
This is one of the big accounts boosting Tommy Robinson, Farage and Reform and ‘English Patriots’.
It’s Russian.
It’s Russian.
Bitcoin leads stocks by 6-8 weeks
November 23, 2025 at 1:10 PM
Bitcoin leads stocks by 6-8 weeks
Nobel to Bernanke?
"I don't think rent prices or food prices are at the forefront like they should be," said Nicole Stokes of Dallas, TX, who participated in NPR's poll and voted for Trump last year. "You know — the American people — it's our pockets that are getting ripped apart to fund things."
"I don't think rent prices or food prices are at the forefront like they should be," said Nicole Stokes of Dallas, TX, who participated in NPR's poll and voted for Trump last year. "You know — the American people — it's our pockets that are getting ripped apart to fund things."
November 23, 2025 at 11:13 AM
Nobel to Bernanke?
"I don't think rent prices or food prices are at the forefront like they should be," said Nicole Stokes of Dallas, TX, who participated in NPR's poll and voted for Trump last year. "You know — the American people — it's our pockets that are getting ripped apart to fund things."
"I don't think rent prices or food prices are at the forefront like they should be," said Nicole Stokes of Dallas, TX, who participated in NPR's poll and voted for Trump last year. "You know — the American people — it's our pockets that are getting ripped apart to fund things."
Team of Fools
No Diplomatic Background: Witkoff has no formal diplomatic experience.
Lack of Expertise: No expertise in E. Europe geopolitics/conflict resolution.
Alignment: Witkoff appears aligned with Moscow's interests.
Bypassing Protocol: Back-channel negotiations alarm U.S. officials.
No Diplomatic Background: Witkoff has no formal diplomatic experience.
Lack of Expertise: No expertise in E. Europe geopolitics/conflict resolution.
Alignment: Witkoff appears aligned with Moscow's interests.
Bypassing Protocol: Back-channel negotiations alarm U.S. officials.
November 23, 2025 at 9:51 AM
Team of Fools
No Diplomatic Background: Witkoff has no formal diplomatic experience.
Lack of Expertise: No expertise in E. Europe geopolitics/conflict resolution.
Alignment: Witkoff appears aligned with Moscow's interests.
Bypassing Protocol: Back-channel negotiations alarm U.S. officials.
No Diplomatic Background: Witkoff has no formal diplomatic experience.
Lack of Expertise: No expertise in E. Europe geopolitics/conflict resolution.
Alignment: Witkoff appears aligned with Moscow's interests.
Bypassing Protocol: Back-channel negotiations alarm U.S. officials.
Oh! No bubble … got it.
November 22, 2025 at 3:07 PM
Oh! No bubble … got it.
A good post from Mr. EJ Antoni (Yes) here.
November 22, 2025 at 12:25 PM
A good post from Mr. EJ Antoni (Yes) here.
What Do CIO's Think About Stock Returns Across 2026? www.zacks.com/commentary/2...
What Do CIO's Think About Stock Returns Across 2026?
The Decision-Maker's See a Rotation from Growth to Value.
www.zacks.com
November 20, 2025 at 8:46 PM
What Do CIO's Think About Stock Returns Across 2026? www.zacks.com/commentary/2...
What Does "Work-From-Home" Data Say About the U.S. economy? www.zacks.com/commentary/2...
What Does "Work-From-Home" Data Say About the U.S. economy?
It says the labor market is cooling, at the least.
www.zacks.com
November 20, 2025 at 8:41 PM
What Does "Work-From-Home" Data Say About the U.S. economy? www.zacks.com/commentary/2...
Reposted by John Blank
ROTHSCHILD cuts $AMZN, $MSFT to Neutral
It’s time to “move beyond the industry’s reassuring ‘trust us’” narrative.
“.. underlying economics are far weaker than assumed: GPU deployments require roughly six times more capital to generate the same cloud 1.0 value, with risks skewed to the downside.”
It’s time to “move beyond the industry’s reassuring ‘trust us’” narrative.
“.. underlying economics are far weaker than assumed: GPU deployments require roughly six times more capital to generate the same cloud 1.0 value, with risks skewed to the downside.”
November 18, 2025 at 12:28 PM
ROTHSCHILD cuts $AMZN, $MSFT to Neutral
It’s time to “move beyond the industry’s reassuring ‘trust us’” narrative.
“.. underlying economics are far weaker than assumed: GPU deployments require roughly six times more capital to generate the same cloud 1.0 value, with risks skewed to the downside.”
It’s time to “move beyond the industry’s reassuring ‘trust us’” narrative.
“.. underlying economics are far weaker than assumed: GPU deployments require roughly six times more capital to generate the same cloud 1.0 value, with risks skewed to the downside.”
Reposted by John Blank
(Bloomberg) - Notices of impending mass layoffs by US companies surged in October to among the highest levels on record, according to a tally by Federal Reserve Bank of Cleveland researchers.
@bloomberg.com #WARN
www.bloomberg.com/news/article...
@bloomberg.com #WARN
www.bloomberg.com/news/article...
November 18, 2025 at 12:18 PM
(Bloomberg) - Notices of impending mass layoffs by US companies surged in October to among the highest levels on record, according to a tally by Federal Reserve Bank of Cleveland researchers.
@bloomberg.com #WARN
www.bloomberg.com/news/article...
@bloomberg.com #WARN
www.bloomberg.com/news/article...
Heads Up! Nvidia to Report: Global Week Ahead www.zacks.com/stock/news/2...
November 17, 2025 at 4:02 PM
Heads Up! Nvidia to Report: Global Week Ahead www.zacks.com/stock/news/2...
Key dates related to Epstein's time on the island:
1998: Epstein purchased the island.
1999-2006: A former IT worker reported seeing young women, who appeared underage, at the main residence during this period.
2016: Epstein purchased a second, nearby island, Great St. James, for $17.5 million.
1998: Epstein purchased the island.
1999-2006: A former IT worker reported seeing young women, who appeared underage, at the main residence during this period.
2016: Epstein purchased a second, nearby island, Great St. James, for $17.5 million.
November 16, 2025 at 2:23 PM
Key dates related to Epstein's time on the island:
1998: Epstein purchased the island.
1999-2006: A former IT worker reported seeing young women, who appeared underage, at the main residence during this period.
2016: Epstein purchased a second, nearby island, Great St. James, for $17.5 million.
1998: Epstein purchased the island.
1999-2006: A former IT worker reported seeing young women, who appeared underage, at the main residence during this period.
2016: Epstein purchased a second, nearby island, Great St. James, for $17.5 million.
Gold (+55%) is the best performing major asset in 2025 while Bitcoin (+1%) is now the worst.
Something we haven't seen before -- in any calendar year (and the inverse of 2013).
- Charlie BiLello
Something we haven't seen before -- in any calendar year (and the inverse of 2013).
- Charlie BiLello
November 16, 2025 at 2:17 PM
Gold (+55%) is the best performing major asset in 2025 while Bitcoin (+1%) is now the worst.
Something we haven't seen before -- in any calendar year (and the inverse of 2013).
- Charlie BiLello
Something we haven't seen before -- in any calendar year (and the inverse of 2013).
- Charlie BiLello