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

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The Potomac Has Frozen Over

I took a quick stroll down to the river to see how much of it has frozen over after a week of below normal temperatures and managed to take a few photos. I must say, it was a bit strange to hear the river flowing underneath. The infamous "snake house":   Looking from Virginia across to Maryland   Riley's Lock/Camp ...

January Update For The Global Asset Allocation Strategy

Below is the January allocation for the Global Asset Allocation Strategy.   And here is how the Strategy performed in December: Model testing and research done with ETFreplay Strategy Rules: The rules for the model are to examine a prescreened global ETF universe to find the top ten ETFs with the highest relative strength. Those 10 ETFs are then allocated equal ...

Quick Update On Those “Quit Rates”

In September, I wrote a post on the Yellen Fed and how the addition of the "quit rates" data point may impact the Fed's decision in 2014: To get an idea of what Ms. Yellen thinks about the current state of the economy, we should look to “quit rates”. Yellen has been a fan of the quit ...

Debt Ceiling And The Stock Market So Far

As we get closer to the debt ceiling "cut off date" of October 17th, stock market volatility is beginning to spike as investors are becoming more worried that the markets will repeat the quick drop of 2011 caused by the last debt ceiling debates. S&P 500 October 2011:   This time around, the increase in market volatility may ...

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