Category Archive for "Market Strategy" | John Rothe | Portfolio Manager, Quant, Tech Geek, And Sometime Superhero To My Kids

Meanwhile in Biotechs….

Year to date, the Biotech sector has had an impressive upward trend. I was recently asked back to the George Jarkesy Show where I spoke in more detail about the sector. An excerpt: The biotech sector has seen consistent growth over the past ten years as compared to the negative growth in the overall private sector here ...

NAAIM Survey: What Other Money Managers Are Thinking

via The National Association Of Active Investment Managers (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 61.85 Last Quarter Average 50.26 Date NAAIM Number Mean/Average Bearish Quart1 Quart2 Quart3 Bullish Deviation 07/11/12 61.85 -125 37.10 60.00 89.75 200 53.62 07/05/12 63.28 -125 46.00 60.00 83.50 180 49.21 06/27/12 44.84 -125 30.00 50.00 64.50 200 48.14 06/20/12 52.33 -125 32.50 53.00 70.00 200 45.66 06/13/12 43.63 -10 22.50 40.00 62.16 125 29.53 06/06/12 49.32 0 25.00 50.00 60.00 140 34.96 05/30/12 28.65 -125 0.00 36.50 57.10 110 46.73 05/23/12 31.78 -125 13.00 40.00 50.00 135 45.50 05/16/12 58.71 0 36.50 50.00 87.00 200 41.36 05/09/12 64.21 -125 40.00 50.00 94.75 200 54.14 NAAIM member firms who are active money managers are asked each week ...

Investment Strategy

Investment Strategy: Summer 2012 I've received a few emails this past week asking my opinion on the US stock market, and more importantly - what my summer investment strategy will be. To start, the strategy that I use is a combination of 3 strategies. This allows investors to be not only diversified among asset groups, but also diversified ...