John Blank
@johnblank100.bsky.social
Macro Economist and Global Strategist
The 1998 paper that introduced Google and PageRank to the world ends with:
"Supported by the National Science Foundation under Cooperative Agreement IRI-9411306. Funding also provided by DARPA and NASA."
Sergey Brin was on an NSF Graduate Fellowship. Larry Page was a PhD student on the grant.
🧐
"Supported by the National Science Foundation under Cooperative Agreement IRI-9411306. Funding also provided by DARPA and NASA."
Sergey Brin was on an NSF Graduate Fellowship. Larry Page was a PhD student on the grant.
🧐
January 18, 2026 at 4:56 AM
The 1998 paper that introduced Google and PageRank to the world ends with:
"Supported by the National Science Foundation under Cooperative Agreement IRI-9411306. Funding also provided by DARPA and NASA."
Sergey Brin was on an NSF Graduate Fellowship. Larry Page was a PhD student on the grant.
🧐
"Supported by the National Science Foundation under Cooperative Agreement IRI-9411306. Funding also provided by DARPA and NASA."
Sergey Brin was on an NSF Graduate Fellowship. Larry Page was a PhD student on the grant.
🧐
Final U.S. Q3 Real GDP Growth at +4.3%. GDPNow for Q4? +5.1% www.zacks.com/commentary/2...
Final U.S. Q3 Real GDP Growth at +4.3%. GDPNow for Q4? +5.1%
Want another "nothing is really moving off the 2024 real GDP trend" mark? Global GDP is projected by Goldman Sachs Research to increase +2.8% in 2026.
www.zacks.com
January 15, 2026 at 3:24 AM
Final U.S. Q3 Real GDP Growth at +4.3%. GDPNow for Q4? +5.1% www.zacks.com/commentary/2...
Reposted by John Blank
❗️American congressmen have introduced a bill registered in the U.S. House of Representatives that prohibits the Trump administration from spending federal funds on a U.S. invasion of the territory of NATO member states.
January 14, 2026 at 8:24 AM
❗️American congressmen have introduced a bill registered in the U.S. House of Representatives that prohibits the Trump administration from spending federal funds on a U.S. invasion of the territory of NATO member states.
Banks and TSM Kickoff Q4 Earnings: Global Week Ahead www.zacks.com/stock/news/2...
Banks and TSM Kickoff Q4 Earnings: Global Week Ahead
Markets and the news are certainly up and running again after a brief lull for the holidays, and the pace is now set to pick up even more.
www.zacks.com
January 12, 2026 at 6:45 PM
Banks and TSM Kickoff Q4 Earnings: Global Week Ahead www.zacks.com/stock/news/2...
Reposted by John Blank
GOLDMAN: “.. Consensus estimates show hyperscaler YoY capex growth slowing from 75% in 3Q to 54% in 4Q and to 24% by the end of 2026. We expect AI spending will exceed consensus estimates again this quarter, but agree that a deceleration in the pace of AI capex growth is likely in 2026.”
January 11, 2026 at 1:07 PM
GOLDMAN: “.. Consensus estimates show hyperscaler YoY capex growth slowing from 75% in 3Q to 54% in 4Q and to 24% by the end of 2026. We expect AI spending will exceed consensus estimates again this quarter, but agree that a deceleration in the pace of AI capex growth is likely in 2026.”
Reposted by John Blank
“.. The US is experiencing a jobless boom. Growth is strong, but there is a ‘hiring recession’ ..
“.. 2025 was the worst year for hiring outside of a recession since 2003. There was almost no hiring since April.”
@byheatherlong.bsky.social
“.. 2025 was the worst year for hiring outside of a recession since 2003. There was almost no hiring since April.”
@byheatherlong.bsky.social
January 9, 2026 at 3:45 PM
“.. The US is experiencing a jobless boom. Growth is strong, but there is a ‘hiring recession’ ..
“.. 2025 was the worst year for hiring outside of a recession since 2003. There was almost no hiring since April.”
@byheatherlong.bsky.social
“.. 2025 was the worst year for hiring outside of a recession since 2003. There was almost no hiring since April.”
@byheatherlong.bsky.social
A Final 2025 Payroll Report Sets the Tone: Global Week Ahead www.zacks.com/stock/news/2...
A Final 2025 Payroll Report Sets the Tone: Global Week Ahead
U.S. payrolls, Canadian jobs, a huge round of global inflation reports, and one solitary central bank decision out of Peru are this week's major economic events.
www.zacks.com
January 5, 2026 at 5:15 PM
A Final 2025 Payroll Report Sets the Tone: Global Week Ahead www.zacks.com/stock/news/2...
A Look Ahead to 2026: Global Week Ahead www.zacks.com/stock/news/2...
A Look Ahead to 2026: Global Week Ahead
Hoping for a less active year in 2026? Good luck. Wishing for as much action as this past one? You might be in luck.
www.zacks.com
December 29, 2025 at 4:21 PM
A Look Ahead to 2026: Global Week Ahead www.zacks.com/stock/news/2...
Where Is the Santa Claus Rally? Global Week Ahead www.zacks.com/stock/news/2...
Where Is the Santa Claus Rally? Global Week Ahead
Every year, Wall Street traders hope for a "Santa Rally," but lately Santa has packed less of a punch.
www.zacks.com
December 22, 2025 at 6:06 PM
Where Is the Santa Claus Rally? Global Week Ahead www.zacks.com/stock/news/2...
Reposted by John Blank
The New York Times investigated 346 people who donated at least $250,000 to Trump and found that more than half of them (197) have received pardons, jobs, government contracts, special treatment, or favors.
Hundreds of Big Post-Election Donors Have Benefited From Trump’s Return to Office
Well into his second term, the president and his allies have continued aggressively raising money. Many donors have interests before his administration, The Times found.
www.nytimes.com
December 22, 2025 at 3:41 PM
The New York Times investigated 346 people who donated at least $250,000 to Trump and found that more than half of them (197) have received pardons, jobs, government contracts, special treatment, or favors.
Put me in the Chris Waller camp.
FRED, excellent analysis skills, FOMC time.
All of that?
It means internal and external peer respect; getting us to an ability to make effective, and independent, monetary policy.
FRED, excellent analysis skills, FOMC time.
All of that?
It means internal and external peer respect; getting us to an ability to make effective, and independent, monetary policy.
President Trump said he was interviewing “three or four” candidates for Federal Reserve chair and expected to have a decision pretty quickly.
Trump Praises Waller and Bowman, Says Fed Pick Coming in Weeks
President Donald Trump said he was interviewing “three or four” candidates for Federal Reserve chair and expected to have a decision pretty quickly on who he would nominate to replace Jerome Powell.
bloom.bg
December 19, 2025 at 8:10 AM
Put me in the Chris Waller camp.
FRED, excellent analysis skills, FOMC time.
All of that?
It means internal and external peer respect; getting us to an ability to make effective, and independent, monetary policy.
FRED, excellent analysis skills, FOMC time.
All of that?
It means internal and external peer respect; getting us to an ability to make effective, and independent, monetary policy.
Will There Be a Recession in 2026? www.zacks.com/stock/news/2...
December 12, 2025 at 7:38 PM
Will There Be a Recession in 2026? www.zacks.com/stock/news/2...
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.