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About Adam
Adam Johnson is the founder and author of BullseyeBrief.com, a weekly investment letter that explores American Ingenuity through actionable stock picks. He also runs the American Ingenuity portfolio at Kensington Investment Counsel. Previously he anchored several daily programs at Bloomberg Television, interviewing CEOs, heads of state, and prominent investors. During his three-decade career on Wall Street, he has traded stocks, options, and oil for ING Asset Management, Louis Dreyfus, and Merrill Lynch. He graduated from Princeton with a degree in economics. He resides in New York City.
Adam's Articles
The Nasdaq has rallied 17% since August, though some days feel like everything is down. Stocks have come a long way, prompting concern over valuation, especially among AI high-flyers. I get it, but we are nowhere near a bubble. We are in a strong uptrend, and I’m a buyer of high-growth leaders on pullbacks, advises Adam Johnson, editor of Bullseye Brief.
Adam Johnson
TECHNOLOGY
Artificial Intelligence (AI) is already streamlining repetitive tasks. Now, it’s replacing human judgement – driving 18-wheelers for 1,000 miles with no one at the wheel. Aurora Innovation Inc. (AUR) designs AI-powered platforms than make this possible, notes Adam Johnson, editor of Bullseye Brief.
We have much to contemplate this summer vacation…and much to celebrate as markets rally to new highs on a combination of clarity, resilience, and stimulus. Tariffs of 10%-15% are lower than feared – and probably a level everyone can live with. Meanwhile, Intapp, Inc. (INTA) just jumped 15% on a 17% earnings beat and 17% guidance increase, writes Adam Johnson, editor of Bullseye Brief.
Adam Johnson
FEDERAL RESERVE
Tickers: INTA
Stocks have rallied 30% from April’s Liberation Day low, when President Trump announced double-digit tariffs on global trading partners. Despite signs of progress, US exporters remain under pressure…and therein lies the opportunity. I like GE HealthCare Technologies Inc. (GEHC), advises Adam Johnson, editor of Bullseye Brief.
Adam Johnson
HEALTHCARE
Tickers: GEHC
Adam's Videos
The past 18 months have proven the most challenging trading environment since the Financial Crisis, possibly even the past several decades. Yet targeted data and thoughtful analysis helped traders stay level-headed, even as many of TV's talking heads lost theirs. Former Bloomberg anchor and veteran portfolio manager Adam Johnson shares some of his secrets that got him through the storm, navigating the gulf between fact and fiction.
Adam Johnson
TRADING
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