John Rothe Archive | John Rothe | Portfolio Manager, Quant, Tech Geek, And Sometime Superhero To My Kids

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Most Recent NAAIM Survey Results

The green line shows the close of the S&P 500 Total Return Index on the survey date. The purple line depicts a two-week moving average of the NAAIM managers’ responses. The NAAIM Number 75.98 Last Quarter Average 70.53 Download Excel file with data since inception » Date NAAIM Number Mean/Average Bearish Quart1 Quart2 Quart3 Bullish Deviation 01/02/13 75.98 -125 59.25 77.50 100.00 200 53.25 12/26/12 88.10 0 67.00 85.00 100.00 200 44.51 12/19/12 80.19 -100 62.50 81.50 100.00 200 49.81 12/12/12 82.91 0 51.50 80.00 100.00 200 40.87 12/05/12 75.71 -125 51.00 85.00 100.00 200 53.95 11/28/12 55.19 -125 20.00 70.00 100.00 150 58.26 11/21/12 64.20 -25 40.00 50.00 100.00 170 42.98 11/14/12 67.22 -125 23.75 77.50 99.65 170 64.79 11/07/12 57.95 -125 40.00 65.00 90.00 170 57.54 10/31/12 75.11 -125 50.00 85.00 100.00 200 59.22 NAAIM member firms who are active money managers are asked each week to ...

Lunchtime Reads

Trillion-Dollar Coin: Absurd or Absurdly Right? - Bloomberg The troubling similarities between the fiscal mismanagement in Washington and the mess in the euro zone - Economist More fiscal challenges on the horizon - InvestmentNews The Full Montier: Absolute vs. Relative Value - dshort New Leadership? - Bespoke Investments:

On The Road To Zero Growth

I have noticed increasing interest in Jeremy Grantham's November commentary On The Road To Zero Growth.  I found his commentary on the aging population very interesting. Definitely worth reading. If you haven't gotten a chance to read it yet, here is a copy:   Grantham Q3 2012

Interesting Reads…and Bill Gross

A few articles of interest worth sharing: Buffett beats S&P 500 on this contrarian bet - InvestmentNews Last year was important for leaders of the world's biggest economies - The Economist Byron Wien's 10 Surprises for 2013 - Business Insider Tech’s Hot New Market: The Poor - Wired New York Times Paywall Actually Works - Bloomberg PIMCO's Bill Gross on 2013 ...

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