Meet John Tierney

John Tierney

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.

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Recent Articles

  1. 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’ […]

  2. 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 […]

  3. 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 […]

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