What are the Academics Saying? By Lee R. Johnson, Jr., CFA on October 14, 2022 Last week, I attended a seminar hosted by SPDR funds on campus at The Kellogg School of Management at Northwestern… Read More
That Was a Classic Head Fake By Lee R. Johnson, Jr., CFA on October 7, 2022 This week, we saw back-to-back rallies with huge up days on Monday and Tuesday. But since then, the market has… Read More
Is TARA the New TINA? By Lee R. Johnson, Jr., CFA on October 3, 2022 We continue to see more of the same this week with a market in flux as it continues to navigate… Read More
Every Coin Has Two Sides By Lee R. Johnson, Jr., CFA on September 23, 2022 The big news this week was of course the Fed’s latest rate hike of 75 basis points and their summary… Read More
One Day at a Time By Lee R. Johnson, Jr., CFA on August 12, 2022 This week has been another week of gains as the market tries to make it a 4th week in a row finishing in the green. If it does, that would make it a nice month-long rally which, so far, has been great to see.
Weekly Comments: “Easy Does It” By Lee R. Johnson, Jr., CFA on August 5, 2022 On the heels on last week’s trifecta news from the Fed raising rates 75 bps, GDP coming in at -0.9% and a barrage of earnings reports led by big tech, this week seems to be more of a breather where the market is taking an “Easy Does It” approach as it continues to try and work itself into another positive finish on the week.
A note from Lee R. Johnson, Jr., CFA, Chief Investment Officer, Great Valley Advisor Group By Lee R. Johnson, Jr., CFA on July 26, 2021September 15, 2024 Inflation continues to be a hot topic these days and the Fed gave us a big signal on their position… Read More
Year-in-Review: A Look Back on 2020 Market Activity and Key Areas of Focus for 2021 By Lee R. Johnson, Jr., CFA on December 21, 2020 Greetings GVA Friends, Happy Holidays! I hope this note finds you well and in good health. As we near the… Read More
Where do we stand? What’s next. By Lee R. Johnson, Jr., CFA on April 17, 2020 GVA’s CIO, Lee R. Johnson, Jr., CFA , shares his views on the stock market and overall economy. We hope… Read More