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
- Tweets 11,392
- Following 1,646
- Followers 30,639
- Likes 2,312
Appreciate all the new UK followers...
But I'm not that #AdamJohnson
Thanks
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I have just learned there are 15 Adam Johnsons on Twitter. I'm in the US. I analyze markets. I'm not the UK. I don't play soccer. Thanks.
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Thank you UK football fans for recognizing there are
Many Adam Johnsons on Twitter
...and I'm not that one. -AJ
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UK football fans:
There're a lot of Adam Johnsons on $TWTR...
I'm not that one. Thx.
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In 30 days, NY politicians have booted $AMZN in spite of 25k new jobs, and enabled abortion the day before delivery.
Wait WHAT?
I know, crazy.
I’ve never thought of myself as political, but wow.
And we pay the 2nd highest taxes in the country, for THIS?
People are moving.
Residents fleeing high-tax states -- perhaps this is why Leftists want to end car and air travel. Incredible numbers, courtesy of @Taxeconomist.
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So we are clear: I am not the football playing #AdamJohnson in England facing charges. We merely share the same name. Thanks.
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CELEBRATE GROWTH
US has the widest trade deficit in history because we have:
- Highest income in history
- Strongest consumption in history
- Biggest economy in history
We buy the world’s stuff because we can, and we cannot make it all ourselves. wsj.com/articles/december-20…
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Never seen this before.
£ drops 4% in 10 seconds as #Sunderland votes in #referendum 61% to #Brexit vs 39% #Remain
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Treasure Secy Scott Bessent tells @MeetThePress that 50 countries have proposed tariff negotiations… up from four yday (Cambodia, Indonesia, Taiwan, Vietnam).
Musk tells Italian #2 he’d like to see a US-EU zero-tariff free trade zone.
The olive branches are budding.
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Stellar #JobsReport
Best news is WAGE GROWTH +3.1%, highest since 2009.
Hard working Americans have been waiting a long time for this.
And attention Bears... it’s not an inflationary problem until consistently >4%
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My podcast with @Ripple Strategist @CoryTV
Amazing perspective from a #crypto insider leading the way and beating #Bitcointalk #XRP
Click to listen instantly —>
traffic.libsyn.com/bellpodca…
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Dear Internet,
I'm sick of #clickbait
"_____, then THIS happened"
"_____, what happened NEXT was shocking"
Enough
Thank you
The Adults
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Well done #MikePompeo
Diplomacy is about dialogue and I’m glad you went to North Korea
The #MainstreamMedia makes it sound like you did something sneaky. You did not.
You did your job. Thank you.
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Bottled water uses
-oil 4 transport
-oil 4 plastic
-oil 4 recycling
#climatechange starts at home
--> #TapTheTap
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Please stop messaging me, @AJInsight about the footballer in the UK. Different #AdamJohnson
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Dear @realDonaldTrump No more tit-for-tat #WalkAndTalk
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The #JobsReport is exactly as expected.
3.9% Unemployment
2.7% Wage
34.5 Hours Worked
Some will say payroll growth was light... but last month revised up provides an offset.
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How absurd that $6M Chinese bot #DeepSeek is seen as able of upending US AI leadership.
This is China CCP pushing back on tariffs by hitting our markets.
I think it’s absurd and I’m buying AI stocks down 15-20%.
#AmericanIngenuity
BullseyeBrief.com
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Inflation last week vs Earnings next week #walkandtalk BullseyeBrief.com
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N.F.L.
No
Fans
Left
Is there a game tonight? Sorry boys.
I ❤️ my country more than 🏈
#NFLBoycott
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Perspective on Tariffs #walkandtalk BullseyeBrief.com
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Breaking…
@FoxBusiness reports that Vietnam Premier calls Trump to propose zero tariffs.
MORE LIKE THIS.
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Uber owns
no cars
AirBnB
no property
Alibaba
no inventory
Facebook
no content
Empowering or Empty?
Brilliant or Bubble?
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Best of both worlds:
Growth HIGHER than expected
Inflation LOWER than expected
GDP Index 3.0% vs 2.4% exp
Price Index 2.0% vs 2.2% exp
#BullMarket
#AmericanIngenuity
BullseyeBrief.com
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Thanks @trish_regan for having me on, and big congrats to you and @FoxBusiness for being rated #1
.@AJInsight on tariffs: "This whole thing is about negotiation...I love what Mr. Trump is doing. He's creating leverage for us. He is working for us."
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Monday 6th worst open for DJIA since 1932
In 4 of the other 5 yrs stocks fell 13-51% next 6 mos...1983 rallied
Now 18x at -4% eps. Careful
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Saying the Chinese fudge their growth numbers is so consensus it’s cliché.
Pollution levels have returned to pre-Corona levels, suggesting factories are indeed resuming production.
Satellite photos also confirm activity.
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Good Morning from Amsterdam #walkandtalk BullseyeBrief.com
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Not sure why I watch news anymore
I LOVED anchoring @BloombergTV
But now so much bias, blabber & blatant entertainment it's not worth it
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IMPORTANT**
$AAPL CEO Tim Cook sees supply constraints “significantly lower” for the second consecutive quarter.
Apple the biggest global buyer of electronics parts.
If he sees improvement, it’s real.
—> Implies easing inflationary pressure.
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Friends in Low Places
11 energy companies to buy now
-low debt
-low valuation
-high quality
No cost
Join me at bullseyebrief.com
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Good Happy Last Day of Summer Morning #walkandtalk BullseyeBrief.com
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Good Tariff Day Morning #walkandtalk BullseyeBrief.com
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Good Happy Birthday Mom Morning 🎁 #WalkAndTalk BullseyeBrief.com
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Strongest job gains in two years... two months in a row... and all anyone can talk about is CVS running out of toilet paper.
The Gloom Crew says “yeah but jobs report is backward looking”
I say #Corona will pass and it’s creating enormous opportunity for thoughtful investors
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Merry Christmas atop Sixth Avenue in NYC @FoxBusiness
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Good Always Say Thank You Morning #walkandtalk BullseyeBrief.com
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Cigar, Rain, Futures... Thx for sharing the moment w/me #WalkandTalk
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Staring at my coffee and the German 10yr at 0.10%.
Loaning a gov't your money at 1/10 of 1% for 10yrs is CRAZY
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Beating the bots and buying US #walkandtalk BullseyeBrief.com
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US Manufacturing was expected to contract… Instead it expanded at the fastest rate in 3 years.
Our economy is stronger than many believe. Bullish 💪 🇺🇸
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I didn’t expect this... Corona longer term. #WalkAndTalk.
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Good Let the Holidays Begin Morning #walkandtalk BullseyeBrief.com
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Thank you @BloombergTV and ESPECIALLY viewers for 5 great yrs. I'll miss you! #InsightAndAction and I are here on $TWTR. New ventures...
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Leveling the playing field
US exports face 6.7% tariffs
US imports face 2.7% tariffs
So US goods penalized abroad at 2.5x the rate non-US goods penalized in US
Reciprocal tariffs mean US will raise tariffs to same rate it faces in other countries.
Thx @datawheel for data
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Good Breaking News from China Morning #walkandtalk BullseyeBrief.com
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Portfolio manager outlines ‘reasons’ that will contribute to new market ‘highs’ in 2025 foxbusiness.com/video/636667… #FoxBusiness
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