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

Where Will The Next Huge Gain Be? [Video]

I came across this great presentation over the weekend from Alex Daley discussing where the next big gain in the technology sector may be. For those who are not familiar with Alex Daley, Alex is is the chief technology investment strategist at Casey Research and has spent his career working with emerging technologies, collaborating with scientists ...

Apple: Buy the Rumor and Sell the News?

Today is the big day for Apple fans. The long awaited iPhone 5 (and possibly some more goodies) will be announced today. So should investors be excited? Or is the news already priced into the market? (via Flickr/cattias.photos)   Apple's Historical Price Performance: Taking a look back, shares of Apple have not disappointed long-term traders. However, those looking for a ...

Housing Market Trends

The REALTORS® Confidence Index Report and Market Outlook for July is out. The report gives a great overview of housing market trends. (via Mr. T in DC) REALTORS® Confidence Index The REALTORS® Confidence Index is a key indicator of housing market strength based on a monthly survey of over 50,000 real estate practitioners. Practitioners are asked about their ...