Musings of a Money Manager

Musings of a Money Manager

Home
Notes
X/Twitter
Linkedin
YouTube
Archive
About
Pull Up a Chair and Grab a Cup of Coffee - Let's Chat Markets, The Economy, and Macro Events

Recent posts

View all
Regression Back to The Mean? Signal & Noise: Weekly Signal Report - July 7 2026
A weekly review of market regime, leadership, and which names are passing our screening process.
 • John Rothe, CMT
The Midterm Cycle: What to Expect from the Market Between Now and November
A look at the catalysts, cycles, and risks that will shape the US stock market into the 2026 midterm elections.
 • John Rothe, CMT
Signal & Noise: Weekly Signal Report - June 30 2026
A weekly review of market regime, leadership, and which names are passing our screening process.
 • John Rothe, CMT
Cheaper Oil is Coming. What Does it Mean for Inflation and Your Portfolio?
Plus: which areas performed well after an oil spike - and why.
 • John Rothe, CMT
Signal & Noise: Weekly Signal Report - June 23 2026
A weekly review of market regime, leadership, and which names are passing our screening process.
 • John Rothe, CMT
The Fed Just Went Quiet. Here’s What That Costs You.
Kevin Warsh withheld his dot, trimmed the statement, and signaled the end of forward guidance. The market heard the silence loud and clear.
 • John Rothe, CMT
Signal & Noise: Weekly Signal Report - June 16 2026
A weekly review of market regime, leadership, and which names are passing our screening process.
 • John Rothe, CMT
Inflation Just Hit 4.2%. Take Out Oil And It's 2.9%.
Unfortunately it's not that simple
 • John Rothe, CMT
Signal & Noise: Weekly Signal Report
A weekly review of market regime, leadership, and which names passed our screening process
 • John Rothe, CMT
Are We Headed For A 1970s-Style Second Wave?
A look back at the 1970s vs today, and themes to watch for
 • John Rothe, CMT
Signal & Noise: Weekly Screen + Chart Pack
Screens, Rotation, & Charts Worth Watching June 6th 2026
 • John Rothe, CMT
Beyond the chip: Where the AI money goes next?
“During the gold rush its a good time to be in the pick and shovel business” ― Mark Twain
 • John Rothe, CMT
Musings of a Money Manager
Musings of a Money Manager
Pull Up a Chair and Grab A Cup of Coffee - Let's Chat Markets, The Economy, and Macro Events by John Rothe CMT | Founder ARTAIS Capital
Top posts
Website
ARTAIS Capital

Subscribe

Pull Up a Chair and Grab A Cup of Coffee - Let's Chat Markets, The Economy, and Macro Events by John Rothe CMT | Founder ARTAIS Capital
AboutArchiveRecommendationsSitemap

Musings of a Money Manager

© 2026 John Rothe, CMT · Publisher Privacy ∙ Publisher Terms
Substack · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture