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

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 ...

Wednesday Morning Reads

The Bottom Falls Out Of The European Consumer - BusinessInsider Hedge-Fund Ads Might Spawn Frauds Unless SEC Takes Action - Bloomberg Central bankers wonder why success eludes them - The Economist Buffett dead wrong about taxing the rich - InvestmentNews The Fiscal Cliff Calculator - Tax Policy Center Source: Bespoke Investment Group

Long Short Investment Strategy – What It Is, How It Works, And Why You Should Care

  A long short investment strategy may provide investors the key to a successful portfolio in secular bear markets (such as the current market and 1966-1982). The History of Long Short Strategies The long short strategy dates back to 1948 when Alfred Jones, a Harvard graduate and former U.S. diplomat, also known as the “Father of the Hedge Fund”, ...

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

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

Tuesday AM Reads

Bernanke says he's done in 2014 - BusinessInsider Facebook’s Slowing Sales Growth Shows Mobile-Ad Struggle - Bloomberg How the Volcker Rule could force S&P to lower ratings on banks - Dealbreaker Latest in mortgage fraud: Flopping - CNN The New Iron Man 3 Trailer is out - Marvel   Obama vs Romney: The Day After - Intrade Data