Craig Johnson

Craig Johnson, CMT, CFA joins Fill the Gap for Episode #29 where we explore the detailed and comprehensive technical process the Piper Sandler technical research team takes every month to produce informed investors.Craig issued a contrarian bullish call on the S&P 500 going into 2023 based solely on the information provided by the markets. Using classic trend analysis, his team simply highlighted the series of higher highs and higher lows appearing in the equity index. But their process is revealed in the 300+ pages of the “Informed Investor” research report which delivers in-depth analysis of sectors, industry subgroups and a healthy appreciation for relative strength.Craig has a deep appreciation for the analysts who preceded him at Piper Sandler including Steve Leuthold who sadly passed in March, 2023, and Ed Nikoski who Craig worked with closely before his retirement. There is a strong technical analysis community in Minnesota which now includes Ralph Acampora, CMT. However, he reflects on the advantage of being outside New York where independent thinking and contrarian viewpoint can flourish based solely on the message of the market.This episode also explores some remarkable alternatives to home heating in the depths of Minnesota’s sub-zero winters! Enjoy this conversation with Chief Technical Strategist and former president of CMT Association, Craig Johnson, CMT, CFA.Fill the Gap, hosted by David Lundgren, CMT, CFA and Tyler Wood, CMT brings veteran market analysts and money managers onto a monthly podcast. For complete show notes of every episode, visit: https://cmtassociation.org/development/podcasts/ Give us a shout:@dlundgren3333 or https://www.linkedin.com/in/david-lundgren-cmt-cfa-63b73b/@_TBone_Pickens or https://www.linkedin.com/in/tyler-wood-cmt-b8b0902/@CMTAssociation orhttps://www.linkedin.com/company/cmtassociationCMT Association is the global credentialing authority committed to advancing the discipline of technical analysis in the financial services industry. We serve members in over 137 countries. Our mission is to elevate investors mastery and skill in mitigating market risk and maximizing return in capital markets through a rigorous credentialing process, professional ethics, and continuous education. CMT Association formed in the late 1960s with headquarters in lower Manhattan, NY and Mumbai, India.Learn more at: www.cmtassociation.org

Craig Johnson, Chief Market Technician at Piper Sandler, dives into the rollercoaster of today's market. He discusses recent market surges and explores whether we're heading towards recession or recovery. Johnson highlights high dividend yields in the electric utility sector and strategies for steady income. He addresses the challenges of national debt and trade dynamics, while emphasizing the significance of sector rotations in recovery. With a year-end target of 6,600, he inspires cautious optimism during these turbulent times.

Craig Johnson, a CMT analyst from Piper Sandler, joins the discussion, diving into recent earnings reports and market dynamics. They explore whether the market's response was already priced in, analyze Dell's potential as a buy, and weigh the contrasts between technical and fundamental trading strategies. Johnson critiques sector performances, particularly Intel's management challenges. The conversation shifts to the influence of ETFs on major stocks like Apple, urging investors to consider long-term strategies amidst rising market volatility.