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

Changes To This Blog

Since 2010, I have tried to update this blog as much as possible to share my ideas on the stock market and global economy. My goal was to share the inner workings of the financial industry, provide market transparency, and share some of my ideas and investment models. I am grateful for all the positive feedback that ...

Interesting AM reads

Bulls running wild — so when's the correction? - InvestmentNews Dreamliner Fleets Grounded in Japan in Further Boeing Setback - Bloomberg From cliff to ceiling - The Economist Bull Market Durations - The Big Picture Apple: Boom to Bust - Market Anthropology Hmmm... of the day:

My Top 10 Predictions For 2013

It's that time of year again, where countless portfolio managers, analysts, and market strategists outline their predictions for the coming year. And for the 3rd year in a row, I am adding my two cents to the topic. If you have any feedback, thoughts, or would like to discuss in more detail, feel free to email me. Thanks ...

With Debt Ceiling Looming, Are Investors Too Compliant?

Volatility levels continue to drop in 2013 after a rather non-eventful 2012. Despite the fiscal cliff, debt ceiling debates and the $1 trillion platinum coin, investors seem rather calm. VIX levels, which measure the expected volatility in the market and sometimes referred to as the "fear gauge", have been rather low considering current economic events. VIX ...

Some Scary Facts For College Grads

Over the past few years, a tough economy has forced highly educated people to turn to food stamps and other forms of welfare for help. Over 5,000 PhDs are working as janitors, and many more working as waiters, secretaries, attendants, clerks, and telemarketers. In fact, the number of PhDs and Master's degree holders on welfare more ...

A Few Interesting Reads…

Jeff Gundlach: 2013 Year of the Snake - BusinessInsider Blackstone Steps Up Home Buying - Bloomberg Health care spending by age and country - The Incidental Economist Interview with Felix Zulauf - The Big Picture Another Disappointing Year For Hedge Funds - The Economist Timeline: When The US Will Actually Run Out Of Money - Washington Post