You Can’t Have One Without the Other By Lee R. Johnson, Jr., CFA on November 18, 2022 Peanut butter and jelly. Bread and butter. Night and day. Newton’s third law: for every action, there is an equal… Read More
In Due Time By Lee R. Johnson, Jr., CFA on November 11, 2022 We’ve had a busy week in the markets this week between a crash in the crypto market with the fall… Read More
Bases Loaded! By Lee R. Johnson, Jr., CFA on November 4, 2022 With the World Series going on right now between our hometown Philadelphia Phillies and the Houston Astros, it has been… Read More
Is The Market Spooked? By Lee R. Johnson, Jr., CFA on October 28, 2022 This week, the market showed us a mixed bag as disappointing earnings came out from big tech which led to… Read More
And…They’re Off! By Lee R. Johnson, Jr., CFA on October 21, 2022 Earnings Season officially kicked off this week and if this year has been any indication of what to expect then… Read More
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.