John Rothe, CMT | Investment Strategy

Why the S&P 500 Feels Stuck—and What to Watch Next

If you’ve felt like the S&P 500 is “stuck” despite constant bullish headlines, it’s worth looking at what the index is actually made of—and what’s…

Dec 16, 2025 • John Rothe, CMT

April 2025

Further Crash or Is It Time to Buy?

Global stock markets aggressively sold off on the news that US tariffs would be more significant than expected.

Apr 7, 2025 • John Rothe, CMT

March 2025

Stock Market Crash Ahead?

The US stock market continues to decline, with investors starting to worry that rising inflation combined with slower economic growth may lead to a…

Mar 11, 2025 • John Rothe, CMT

Seasonal Trend or Start of a Structural Breakdown in the Stock Market?

Historically, February is a weak month for stocks in the year following a presidential election.

Mar 3, 2025 • John Rothe, CMT

February 2025

September 2024

April 2024

Looking back at the 1970’s: Which Areas of the Stock Market Did Well Under Stagflation

What is Stagflation?

Apr 25, 2024 • John Rothe, CMT

Using Volatility to Manage Risk in the Stock Market

Understanding and managing volatility is essential to minimize risk and optimize portfolios.

Apr 11, 2024 • John Rothe, CMT

January 2024

Understanding and Utilizing the Ulcer Index in Investment Strategies

When constructing an investment model, risk management is a critical aspect of portfolio construction and performance evaluation.

Jan 22, 2024 • John Rothe, CMT

October 2023

Is Gold a Good Hedge Against Inflation?

Is Gold a Good Hedge Against Inflation?

Oct 18, 2023 • John Rothe, CMT