Over a 30-year career as a sell side analyst, John covered the structured finance and credit markets before serving as a corporate market strategist. In recent years, he has moved into a global strategist role.
Meet John Tierney
Recent Articles
Equities | US
Earnings Outlook – 3 Stocks We Like for Rising AI Investment
John Tierney
Summary Large caps marked time last week, but the Russell 2000 (RTY) jumped 3.1% as the 10Y Treasury yield dropped 20bp to 4.20%. And three tech companies in the data business – Salesforce (CRM), SnowFlake SNOW), and Hewlett Packard Enterprises (HPE) – soared on strong earnings and reports that their clientele are implementing data strategies […]
Earnings Outlook – Go Long Nvidia
John Tierney
Summary The boardroom drama at OpenAI managed to upstage Nvidia’s impressive earnings beat and spark new debate about the risks of headlong AI development. NVDA sold off on the week, dropping about 3%, ostensibly on valuations concerns. But make no mistake, NVDA is fairly valued based on projected earnings – and outright cheap if analysts’ […]
Earnings Outlook: This Week Is All About Nvidia
John Tierney
Summary We see the November rally extending into yearend. Whether it is a grind or more surges are in store depends on whether the upcoming jobs and inflation reports add fuel to the fire. Retailers seem to be finally getting their houses in order after struggling with supply chain and inventory problems over the past […]
Equity View: The Case for a Russell 2000 Turnaround
John Tierney
Summary Following the 1H 2022 selloff, the Russell 2000 never regained the mojo that has powered the larger-cap S&P 500 (SPX) and NASDAQ 100 (NDX) to near record rallies. RTY trades as if investors expect a recession – even though those fears faded over a year ago. Rather than recession concerns, RTY has been weighed […]