John Blank
@johnblank100.bsky.social
Macro Economist and Global Strategist
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
22% of the 2000s— spent in recession.
November 15, 2025 at 3:17 PM
22% of the 2000s— spent in recession.
“Ballots cast to approve CA Prop. 50 outnumbered "no" votes in Fresno, Imperial, Lake, Merced, Riverside, San Bernardino and San Joaquin counties — each of which were carried by Mr. Trump in the last presidential election.”
November 14, 2025 at 11:15 PM
“Ballots cast to approve CA Prop. 50 outnumbered "no" votes in Fresno, Imperial, Lake, Merced, Riverside, San Bernardino and San Joaquin counties — each of which were carried by Mr. Trump in the last presidential election.”
Not big. But what a spot in Santa Barbara for a private swim!
November 14, 2025 at 8:22 PM
Not big. But what a spot in Santa Barbara for a private swim!
Not a good look 🤒The Cass Freight Index slid 2% in October, a sign of an ongoing freight recession.
This index includes all domestic freight modes and is derived from $25 billion in freight transactions processed by Cass annually — on behalf of its client base of hundreds of large shippers.
This index includes all domestic freight modes and is derived from $25 billion in freight transactions processed by Cass annually — on behalf of its client base of hundreds of large shippers.
November 14, 2025 at 7:27 PM
Not a good look 🤒The Cass Freight Index slid 2% in October, a sign of an ongoing freight recession.
This index includes all domestic freight modes and is derived from $25 billion in freight transactions processed by Cass annually — on behalf of its client base of hundreds of large shippers.
This index includes all domestic freight modes and is derived from $25 billion in freight transactions processed by Cass annually — on behalf of its client base of hundreds of large shippers.
Here is to hoping —for the next U.S. President, to actively spend personal time in the Amazon rainforest, and to do this fit, wearing Hokas.
I was over “the red power tie” thing —a full three decades ago.
Change is coming folks!
Keep the faith.
I was over “the red power tie” thing —a full three decades ago.
Change is coming folks!
Keep the faith.
November 14, 2025 at 5:53 PM
Here is to hoping —for the next U.S. President, to actively spend personal time in the Amazon rainforest, and to do this fit, wearing Hokas.
I was over “the red power tie” thing —a full three decades ago.
Change is coming folks!
Keep the faith.
I was over “the red power tie” thing —a full three decades ago.
Change is coming folks!
Keep the faith.
Good Ol' Kevin Hassett, once again....
REUTERS:
There is doubt about the publication of October's inflation data and the employment report won't include the jobless rate, White House economic advisor Kevin Hassett said, because the household survey from which it is calculated wasn't conducted.
REUTERS:
There is doubt about the publication of October's inflation data and the employment report won't include the jobless rate, White House economic advisor Kevin Hassett said, because the household survey from which it is calculated wasn't conducted.
November 14, 2025 at 2:20 PM
Good Ol' Kevin Hassett, once again....
REUTERS:
There is doubt about the publication of October's inflation data and the employment report won't include the jobless rate, White House economic advisor Kevin Hassett said, because the household survey from which it is calculated wasn't conducted.
REUTERS:
There is doubt about the publication of October's inflation data and the employment report won't include the jobless rate, White House economic advisor Kevin Hassett said, because the household survey from which it is calculated wasn't conducted.
Sep. '25 Food CPI: +3.1% y/y
Kevin Hassett BS -
“The typical monthly expenditure on groceries when Pres. Trump left office [in '21] was about $400 a month. The typical monthly expenditure on groceries when Pres. Biden left office was about $510,” he said.
“So from here it’s gone to $512."
Kevin Hassett BS -
“The typical monthly expenditure on groceries when Pres. Trump left office [in '21] was about $400 a month. The typical monthly expenditure on groceries when Pres. Biden left office was about $510,” he said.
“So from here it’s gone to $512."
Home - Financial Times
News, analysis and opinion from the Financial Times on the latest in markets, economics and politics
FT.com
November 13, 2025 at 1:19 PM
Sep. '25 Food CPI: +3.1% y/y
Kevin Hassett BS -
“The typical monthly expenditure on groceries when Pres. Trump left office [in '21] was about $400 a month. The typical monthly expenditure on groceries when Pres. Biden left office was about $510,” he said.
“So from here it’s gone to $512."
Kevin Hassett BS -
“The typical monthly expenditure on groceries when Pres. Trump left office [in '21] was about $400 a month. The typical monthly expenditure on groceries when Pres. Biden left office was about $510,” he said.
“So from here it’s gone to $512."
Reposted by John Blank
hey GOP is THIS impeachable, or nah
(we fucking knew they had kompromat in December 2015)
(we fucking knew they had kompromat in December 2015)
NEW: Jeffrey Epstein said in emails that he had been advising the Russian government on how to deal with Donald Trump, one of several cases in which he wielded his connections to try to influence the course of foreign affairs. w @nahaltoosi
www.politico.com/news/2025/11...
www.politico.com/news/2025/11...
November 12, 2025 at 8:56 PM
hey GOP is THIS impeachable, or nah
(we fucking knew they had kompromat in December 2015)
(we fucking knew they had kompromat in December 2015)
Trends in U.S. Work-from-Home Data www.zacks.com/commentary/2...
Trends in U.S. Work-from-Home Data
The stabilized U.S. Work from Home Rate of 24.9% represents a new, permanent structural change in the U.S. economy, rather than a full reversion to pre-COVID norms.
www.zacks.com
November 12, 2025 at 7:58 PM
Trends in U.S. Work-from-Home Data www.zacks.com/commentary/2...