Posts Archive

brian johnson

June 2018 Market Update

June 20, 2018

Written by Brian Johnson, CIO Summary: We’re watching volatility levels carefully, as they are a key indicator that a correction may be afoot in equities markets.  At present, volatility is elevated but not alarmingly so. The historically low volatility in equities markets that we experienced in 2017 has, as expected, returned to “normal” in 2018.…

Read More

May 2018 Market Update

May 16, 2018

Sell in May and Go Away? By Brian Johnson, CIO and Partner Stock Market Summary: Signs suggest that the market correction that began in late January has been primarily sentiment-driven and is nearing its end. A healthy earnings season, led by the technology sector, could be just the medicine the market needs to resume its…

Read More

Once Market Darlings, Tech Stocks Enter ‘Prove-It-To-Me’ Era

April 26, 2018

Brian Johnson, our Chief Investment Officer, was featured in a Wall Street Journal article today discussing technology stocks. Read it (subscription required) here: https://www.wsj.com/articles/once-market-darlings-tech-stocks-enter-prove-it-to-me-era-1524679346#comments_sector

Read More

April 2018 Market Update

April 12, 2018

By Brian Johnson, Chief Investment Officer Summary: Signs point to this correction likely being sentiment driven and nearing its end. A healthy earnings season, led by the technology sector, could be just the medicine that the bull market in stocks needs to resume its upward trend. The father of value investing, Benjamin Graham, liked to…

Read More

Get In Touch

Share On Social Media