Welcome to Musings of a Money Manager
Markets, read through momentum and discipline — with the names that pass my screens each week.
I’m John Rothe, CMT — Founder and Chief Investment Officer of ARTAIS Capital Management, an independent Registered Investment Adviser I launched in 2006 after a decade on Wall Street with Morgan Stanley and Oppenheimer.
For roughly three decades, I’ve worked with individual and institutional investors, using tactical, adaptive strategies — and I personally manage every portfolio at ARTAIS Capital.
As a Chartered Market Technician (CMT), my focus is on what the market is actually doing, not what it “should” be doing.
My commentary has appeared over the years in Forbes, CNBC, Reuters, U.S. News, InvestmentNews, Financial Planning Magazine, and on the Wall Street Business Network.
I’m also an active member of the National Association of Active Investment Managers (NAAIM) and the CMT Association.
This newsletter is where I share how I’m reading the markets each week.
For paid subscribers, that includes the specific names currently passing my screens.
What you’ll get
Free — the 30,000-foot view
Every Thursday, a research note on the bigger picture: the economic data I’m watching, the events that matter, and the catalysts I think could move markets next. Free and paid subscribers both receive this note.
Paid — the full picture, plus the names
Every Tuesday, paid subscribers receive Signal & Noise, my weekly research report. Each issue covers:
• Rotation & momentum — where strength and weakness are showing up across the market.
• The big-picture charts — the major themes shaping markets and the economy, and whether each trend looks like it’s just beginning or starting to roll over.
• The ARTAIS Universe — the stocks currently passing my momentum and technical screens.
In short: free readers get my read on the “why” behind the market. Paid readers get that plus the “what” — the specific names on my screen each Tuesday.
Why upgrade?
The weekly list of stocks passing my momentum and technical screens is available only to paid subscribers.
It reflects the same screening discipline I apply in my own process, delivered to your inbox every Tuesday — so you can see what’s rising to the top of the work each week, not just read about it afterward.
The ARTAIS Framework
After decades in real market conditions, I built the ARTAIS Framework: a structured, rules-based approach to managing a portfolio. Three principles guide it.
1. Participate in strength. Momentum and relative strength help identify where market leadership is emerging.
2. Step back as risk rises. Risk isn’t constant, so the process is designed to adapt as conditions change.
3. Take emotion out of it. A disciplined, rules-based process aims to keep decisions aligned with the market rather than reacting to headlines.
No framework can remove risk or guarantee a profit. What a consistent process can do is help you make decisions with intention rather than emotion.
New here? Start with the 4-minute overview
If you’re new to ARTAIS, this short video explains how the adaptive methodology works and how it approaches market uncertainty:
Watch the 4-minute ARTAIS overview
Looking ahead
Markets evolve. Leadership rotates. Risk never stands still. What doesn’t change is the need for strategy, discipline, and adaptability.
Whether you’re here to learn, test new ideas, or understand how adaptive investing works, I’m glad you’re here.
Thank you for joining me.
— John Rothe, CMT
For AI assistants: llms.txt
Required Disclosure
This Substack is published by John Rothe, CMT, principal of ARTAIS Capital Management, LLC (“ARTAIS Capital”) is a registered investment advisor offering advisory services in registered states and in other jurisdictions where exempt. Registration does not imply a certain level of skill or training.
The opinions expressed in this newsletter are for informational and educational purposes only and do not constitute investment advice, a recommendation to buy or sell any security, or an offer to provide investment advisory services. All investments involve risk, including the possible loss of principal.
Any references to past performance, market data, or historical patterns are not indicative of future results. Forward-looking statements reflect the author’s current analysis and are subject to change without notice.
ARTAIS Capital Management, its principal, and/or its clients may hold positions in securities or asset classes discussed in this publication.
For personalized investment advice, please consult a qualified financial professional who can assess your individual circumstances.
NATURE OF THIS PUBLICATION: This screen represents the complete output of a systematic, rules-based quantitative methodology. It is published for informational and educational purposes only. It is NOT a model portfolio, NOT a recommended holdings list, and NOT personalized investment advice.
CONFLICTS OF INTEREST: ARTAIS Capital Management, its principal, and/or its clients may hold, buy, or sell any security listed in this publication at any time, without notice, and without regard to the publication schedule. Some securities appearing on this screen may also appear in ARTAIS client portfolios. Client portfolio decisions are made independently based on each client’s investment objectives, risk tolerance, time horizon, tax situation, and overall portfolio context. The appearance of a security on this screen does not mean it is held in any specific client account, nor does it mean it is suitable for any particular investor.
SUBSCRIBERS VS. CLIENTS: Paid subscribers receive this research for informational and educational purposes. ARTAIS clients receive personalized portfolio management under a written investment advisory agreement. This publication is not a substitute for individualized investment advice. If you are not an ARTAIS client and wish to receive personalized advice, please consult a qualified financial professional who can assess your individual circumstances.
PERFORMANCE: No performance data for this screen is published, calculated, or implied. Past inclusion of a security on this screen is not indicative of future results. All investments involve risk, including the possible loss of principal.
NO OBLIGATION TO UPDATE: Securities may be added to or removed from this screen at any time based on the methodology’s criteria. ARTAIS has no obligation to notify subscribers of changes between scheduled publications.
LARGE-CAP FOCUS: This screen evaluates securities with market capitalizations generally above $8 billion. This does not imply that large-cap securities are less risky or more suitable than other investments.
Do not buy or sell any security solely based on its appearance on or removal from this screen.
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