Wes Johnson

CIMA®, Husband, Father, CIO, Blessed, Fee-Only, Saved. Not investment advice. Thoughts are my own.

[Wes Johnson @wesj22]

If anyone is interested in my weekly thoughts feel free to follow them here. https://t.co/MkfiPtZbEw

[Wes Johnson @wesj22]

@DsrPrivate Hahaha!

[Wes Johnson @wesj22]

@Geo_papic Never been a Knicks fan, but it’s hard not to like this squad. MSG is going to be 🔥.

[Wes Johnson @wesj22]

@DsrPrivate Also his white paper on sinning a little has been very helpful to my own investment process. And the one on what to do when stock and bond diversification fail.

[Wes Johnson @wesj22]

@DsrPrivate I’ve met Cliff on a few different occasions. I’m a big fan but I get why he rubs some people the wrong way. The best interactions are from him and Nassim Taleb. They genuinely despise each other.

[Wes Johnson @wesj22]

RT @gave_vincent: With President Trump’s visit to Beijing, investors are having to ponder whether the US-China relationship is shifting to…

[Wes Johnson @wesj22]

@TgMacro @Moore_ExecEd @UofSC Congrats TG!

[Wes Johnson @wesj22]

@DsrPrivate Seriously could it just be the dollar down?

[Wes Johnson @wesj22]

@DsrPrivate One last hurrah. lol

[Wes Johnson @wesj22]

I really enjoyed the interaction between @kevinmuir and @gave_vincent here. https://t.co/ASkvFURg9J As a self professed asset allocator with a preferred holding period of infinity, I really enjoy the long term framework discussions. From the confiscation of Russian treasuries and the implications for gold to the 40% no longer being a shield for western investors. Louis and Kev are 2 of my lodestones for interpreting macroeconomic trends into long term portfolio construction.

[Wes Johnson @wesj22]

@KYRRadio Zach and @pineconemacro. I remember a segment from I believe inside stuff of GP, Shawn Kemp, and maybe Sam Perkins at the fish market throwing fish around. I may be wrong on the players but that’s what comes to mind for me.

[Wes Johnson @wesj22]

@DsrPrivate Alpha, hard. Beta, easy. Most people should own mainly betas and dabble in alpha.

[Wes Johnson @wesj22]

@pineconemacro lol. Oil>baseball in the eyes of the administration.

[Wes Johnson @wesj22]

@awealthofcs It’s not just boomers from my observations.

[Wes Johnson @wesj22]

@DsrPrivate 🙏

[Wes Johnson @wesj22]

@pineconemacro “Now hear me out, it’s transitory”

[Wes Johnson @wesj22]

@DsrPrivate Take care of yourself! Hopefully you hear the clanging of metal when you pee soon.

[Wes Johnson @wesj22]

@DsrPrivate Jimmy Kev used a quote of yours today! Love it!

[Wes Johnson @wesj22]

@DsrPrivate Yikes. 🙏

[Wes Johnson @wesj22]

@pineconemacro The picture of consistency!

[Wes Johnson @wesj22]

@DsrPrivate That’s why you own beta, alpha is hard