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

Chart Of The Day: Treasury Bonds

via: Chart of the Day For some perspective on all-important long-term interest rates, today's chart illustrates the 26-year trend of the 10-year Treasury bond yield (thick blue line). Ongoing concerns over Europe in addition to a struggling global economy have encouraged investors to move a portion of their investment dollars to the relative safety of the US. ...

What Money Managers Are Thinking – This Week’s NAAIM Survey

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 74.39 Last Quarter Average 50.93   Date NAAIM Number Mean/Average Bearish Quart1 Quart2 Quart3 Bullish Deviation 07/25/12 74.39 0 33.00 65.00 100.00 200 50.01 07/18/12 67.74 -125 47.50 70.00 92.50 200 52.76 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 NAAIM member firms who are active money managers are asked each week to provide a number which represents their overall ...

A Quick Comment On Trust…

The ARTAIS Fund, as with most Spoke Funds, uses a third-party, FDIC-insured trust company (Trust Company of America) to provide oversight of all portfolio holdings. All client accounts are maintained at the trust company. Technology allows the fund manager to actively trade and reallocate portfolios as he sees fit, but the fund manager never physically touches ...

ARTAIS Model Update

The ARTAIS Fund investment strategy is a blend of three investment models. By using a multi-model approach, the Fund is able to focus on an absolute return strategy. In addition to historical data and current events, there are three investment models that strongly influence our strategy: Currently ARTAIS is invested like this: Historical Market Volatility – As markets become ...

US Equities – What’s Next?

Short term traders are getting a bit whipsawed this week. First there was a break out above the multi-month downtrend line. This was then followed by a breakdown in the upward trend line. So what should traders be looking at? In times like this, I like to remember the "3 day away rule" that is mentioned ...

All Eyes Are On Apple

Apple reports their 3rd quarter earnings after the close today. Many are wondering if the numbers may be a bit lower than expected, since everyone is waiting to buy the iPhone 5 when it is released. Does it matter? Apple's earnings may surge when the iPhone 5 is finally released. Any short term dips may ...