Musings of a Money Manager

Musings of a Money Manager

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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

May 2026

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