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

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Weekend Reading: Newsletter, Name Change, & Current Allocations

Image via [email protected] My most recent client newsletter is now available: Rothe Financial is Now Riverbend Investment Management

Are Money Managers Getting More Bullish Before The Election?

Newest NAAIM survey points to yes: via NAAIM: 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 75.11 Last Quarter Average 71.96   Download Excel file with data since inception »     Date NAAIM Number Mean/Average Bearish Quart1 Quart2 Quart3 Bullish Deviation 10/31/12 75.11 -125 50.00 85.00 100.00 200 59.22 10/24/12 64.39 -125 50.00 70.00 95.00 170 59.78 10/17/12 65.38 -160 48.75 85.50 100.00 170 71.78 10/10/12 64.59 -125 30.00 80.00 100.00 175 66.48 10/03/12 76.03 -125 50.75 95.00 100.00 200 57.27 09/26/12 69.75 -125 48.00 80.00 100.00 175 56.02 09/19/12 81.19 -125 70.00 95.00 102.50 175 52.94 09/12/12 72.99 -125 60.00 76.00 100.00 170 50.12 09/05/12 77.43 -125 55.00 80.00 100.00 200 50.15 08/29/12 82.89 -10 60.00 80.00 100.00 200 40.67   NAAIM member firms who are active money ...

Wednesday Morning Reads

10 events that closed the NYSE - InvestmentNews New York Subway System Faces Weeks to Recover From Storm - Bloomberg What Happens to All Those Swamped Cars? - WSJ Celebrity Photos From The Frontlines Of Hurricane Sandy - BusinessInsider With Lucasfilm Deal, Disney Spends Big to Land a Lucrative Franchise - Dealbook source: The Economist

Friday Afternoon Reads

Becky Quick: A call for frank talk about our debt from Bill Clinton (and me) - Fortune The economic legacy left by the baby-boomers is leading to a battle between the generations - The Economist 9 More Banks Subpoenaed Over Libor - WSJ Apple Forced to Release iPad 4 Because of "Stale" Sales - Minyanville What's The Favorite Stock Of ...

Thursday Afternoon Reads

When China Sneezes - The Big Picture How Congress averted the fiscal cliff — in the 1840s - InvestmentNews More Tough Times Ahead for Financials - CNBC Japan’s very own fiscal cliff - FTAlphaville "Perfect Storm" coming to Mid-Atlantic? - Washington Post

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