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The 30,000 Foot View
What is the 30,000-foot view? This is when I take a step back from the market and look at what’s going on in the big picture.
2 hrs ago
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John Rothe, CMT
5
2
The AI Theme
An overview of my AI model: where we are in the cycle, similarities to the 1990s internet boom, and how I manage risk within the model.
Sep 24
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John Rothe, CMT
1
1
Sector Rotation Update
Tech has regained it’s leadership role thanks to the AI theme
Sep 23
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John Rothe, CMT
3
2
Macro Watch
Why the S&P 500 keeps rising as more stocks fall, what the fourth quarter of a midterm year has historically meant for large-cap growth, and today's…
Sep 22
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John Rothe, CMT
3
1
Signal & Noise: Weekly Signal Report, September 9th, 2026
Market Rotation is Getting Much More Focused To This One Sector
Sep 9
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John Rothe, CMT
15
NAAIM Confidential: John Rothe, CMT, of ARTAIS Capital Management
Where we are in the current AI cycle and what’s next
Sep 8
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John Rothe, CMT
4
Signal & Noise: Weekly Signal Report, September 2nd, 2026
It’s Time to Start Paying Attention to the Rotation in the AI Universe
Sep 2
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John Rothe, CMT
12
2
August 2026
Sector Focus: Communications
The communication sector is showing an increase in positive momentum. Here’s a closer look at the sector and the companies pushing the sector higher
Aug 27
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John Rothe, CMT
9
2
1
Signal & Noise: Weekly Signal Report, August 25th 2026
Is the market starting to look past Iran?
Aug 25
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John Rothe, CMT
6
1
Signal & Noise: Weekly Signal Report, August 18th 2026
It's time to start paying attention to the Presidential election cycle again.
Aug 18
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John Rothe, CMT
4
The AI Trade is Back - Signal & Noise: Weekly Signal Report, August 11th 2026
Nvidia's recent announcement has changed how the market is viewing CAPEX spending and borrowing.
Aug 11
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John Rothe, CMT
6
1
"Risk On" - Signal & Noise: Weekly Signal Report, August 4th 2026
A weekly review of market regime, leadership, and which names are passing our screening process.
Aug 4
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John Rothe, CMT
3
1
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