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
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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
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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.
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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.
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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Adam Johnson retweeted
US ECONOMY = FREIGHT TRAIN piped.video/shorts/S0oQg9kus… via @YouTube
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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
.@ScottTheCowGuy and @AJInsight breakdown the PPI numbers and talk earnings @OfficialRFDTV
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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
Just chatted with @AJInsight about the meltup, comparisons to .com crash, momentum unwind, Japan carry trade, bonds, and what we call AI Cash Machines.
We filmed this Tuesday, August 4th as the S&P sat just above 7500.
Are you bullish or bearish right now for the rest of 2026?
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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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