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
Trade Update: Turning Short Industrials and Materials
John Tierney
We are unwinding long positions in industrials (XLI) and materials (XLB). Both have outperformed the S&P 500 since inception on April 2022.
Equity Rundown: Positioning for a Soft H1 2023
John Tierney
Our long/short ETF model portfolio is up a modest 2% since inception, and 11% excluding the difficult clean energy sector. Clean energy ETFs hold some Chinese companies, which could recover if the reopening takes hold.
Earnings Outlook: Advertising Spend Will Reveal Corporate Confidence
John Tierney
Equities continue to trade sideways as company outlooks point to a demand increase in the coming months. About 125 companies report this week, including Microsoft and Tesla, several airlines, and several major industrial corporations.
Earnings Outlook: Are Recession Concerns Alive or Abating?
John Tierney
The CPI data and first batch of earnings came in as expected, and the market rallied modestly – but it was not a game-changing week.