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

Wednesday Morning Reads

A few articles I found interesting... Citigroup Board Said to Oust Pandit After Setbacks - Bloomberg Wall Street, advisory firms funneling big bucks to Romney - InvestmentNews Chances of Going Over Fiscal Cliff May Be Higher Than Experts Think -WSJ Do Good C.E.O.’s Make Good Presidents? - NY Times French president pushing homework ban as part of ed reforms - ...

Betting Odds Before Tonight’s Debate

A quick check of the Intrade numbers before tonight's debate show that hose who are willing to place a wager in this year’s Presidential election are still betting that President Obama will be reelected. However, the odds continue to tighten. How Intrade’s Prediction Market works (via Intrade.com): Intrade is a prediction market. What is a prediction market? It’s a ...

Tuesday Morning Reads

MAULDIN: We're Headed For An Economic Black Hole - BusinessInsider High-Speed Trading Slows Down - Wall Street & Technology IPO rules may bring back dot-com conflicts - Marketwatch Is new-look Morgan Stanley returning to its glory days? - InvestmentNews Impact On Facebook? Zynga Plunges to Record as Forecast Cut on Gaming Slump - Bloomberg China’s stock markets: Like it’s 1999- The Economist  

Monday Morning Reads

(Photo courtesy: Mike Goldberg) China’s Economy Shows Signs of Stabilizing as Exports Gain - Bloomberg Wells Fargo Is Charged With Fraud - The Economist China vs Japan - Dr Ed Yardeni On The Markets (PDF) - Morgan Stanley Best Stock Market Indicator Ever? -  dshort.com Ben Bernanke and Currency Wars - BusinessInsider Watch the the first man on the planet to break the speed ...

NAAIM Survey Of Money Managers

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 64.59 Last Quarter Average 71.96 Download Excel file with data since inception » Date NAAIM Number Mean/Average Bearish Quart1 Quart2 Quart3 Bullish Deviation 10/10/12 64.59 -125 30.00 80.00 100.00 175 66.48 10/03/12 76.03 -125 50.75 95.00 100.00 200 57.27 09/26/12 69.75 -125 48.00 80.00 100.00 175 56.02 09/19/12 81.19 -125 70.00 95.00 102.50 175 52.94 09/12/12 72.99 -125 60.00 76.00 100.00 170 50.12 09/05/12 77.43 -125 55.00 80.00 100.00 200 50.15 08/29/12 82.89 -10 60.00 80.00 100.00 200 40.67 08/22/12 69.21 -125 40.00 80.00 100.00 200 59.57 08/15/12 76.26 -75 53.75 85.00 100.00 175 42.60 08/08/12 70.75 -30 45.00 80.00 97.00 163 39.42 NAAIM member firms who are active money managers are asked each week to ...

What’s Next For The US Economy?

Great presentation from Bloomberg Brief Economics featuring their outlook for the rest of 2012. Highlights from author Joseph Brusuelas include: growth to slow to 1.5 percent in the fourth quarter risk that unemployment could tick up to 8 percent again by the end of the year the Fiscal Cliff has increased the risk of a recession there is a noticeable pullback ...

Is It Becoming Cool To Hate Apple?

Apple's stock is starting to break down - causing many to speculate on the future of the company. While many analyst are still in love with the company, the opinions I hear from colleagues, friends and family are not too positive. (Disclaimer - I am an Apple Fan Boy. My entire "eco-system" is Apple.) Yes, Apple ...