Portfolio Manager of the Bullseye American Ingenuity Fund and author of the weekly Bullseye Brief. Ex-BloombergTV anchor. Love to shoot, ski, paint, cook.

New York
Joined July 2010
Adam Johnson retweeted
Check out my interview with @AJInsight about Bio-Intelligence and 4 stocks to ride this 10 year megatrend.
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Each BullseyeBrief.com issue highlights an American Ingenuity Portfolio pick, addresses relevant news/ catalysts/ trades and sparks conversation.
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My thoughts on $CRWV
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Each BullseyeBrief.com issue highlights an American Ingenuity Portfolio pick, addresses relevant news/ catalysts/ trades and sparks conversation.
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Adam Johnson retweeted
Stocks pull back from record highs. The Dow fell 0.7%, while the S&P 500 and Nasdaq each slipped 0.2%. @ScottTheCowGuy talks with @AJInsight about the selloff in farm equipment stocks and what’s driving it. 🔗cdn.jwplayer.com/videos/iW63…
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All aboard.
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Each BullseyeBrief.com issue highlights an American Ingenuity Portfolio pick, addresses relevant news/ catalysts/ trades and sparks conversation.
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Earnings growth = New highs
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Each BullseyeBrief.com issue highlights an American Ingenuity Portfolio pick, addresses relevant news/ catalysts/ trades and sparks conversation.
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Adam Johnson retweeted
Strong economic data and rising Treasury yields are intensifying the tug-of-war between the bond market, the Fed, and investors over where interest rates go next. @AJInsight and @ScottTheCowGuy 🔗cdn.jwplayer.com/previews/3k…
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High Rates... No Problem
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Each BullseyeBrief.com issue highlights an American Ingenuity Portfolio pick, addresses relevant news/ catalysts/ trades and sparks conversation.
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Adam Johnson retweeted
The Fed’s latest rate hike is being questioned as an oil-driven inflation problem collides with weaker economic justification for higher rates. @AJInsight and @scottthecowguy take a closer look. 🔗cdn.jwplayer.com/previews/Sl…
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Close but no cigar
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Good am Rocky. Agreed on the Gloom Crew responding with “See, it’s over.” No, AI is not over. It’s accelerating. $MSFT announcing that its tripling capacity to 36 GW (=36 nuclear plants) is far more telling than tapping the brakes on AI models.
Replying to @AJInsight @YouTube
Love to get your take on the AI drama this weekend with the Dario letter.Wall St and the perpetual AI bubble crowd is going to latch on to this one. Personally im not buying his sudden morality on thr subject and think hes trying to cover his ass but love to hear what yiu think
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