Musings of a Money Manager
Subscribe
Sign in
Home
Notes
X/Twitter
Linkedin
YouTube
Archive
About
Latest
Top
Discussions
"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
•
John Rothe, CMT
3
1
July 2026
Signal & Noise: Weekly Signal Report, July 28 2026
A weekly review of market regime, leadership, and which names are passing our screening process.
Jul 28
•
John Rothe, CMT
2
2
Why the Fed Should Not Raise Rates Next Week
Why a July increase is suddenly on the table again, and why I still think my base case still holds.
Jul 24
•
John Rothe, CMT
6
1
2
A Catalyst for Semiconductor Stocks? Signal & Noise: Weekly Signal Report, July 21 2026
A weekly review of market regime, leadership, and which names are passing our screening process.
Jul 21
•
John Rothe, CMT
2
The Midterm Summer Low — and Why History Has Favored Technology Into November
The four-year presidential cycle, the mid-year bottom that tends to follow it, and the case for a semiconductor group that has already given back its…
Jul 16
•
John Rothe, CMT
7
1
Rotation Back to Tech - Signal & Noise: Weekly Signal Report, July 14 2026
A weekly review of market regime, leadership, and which names are passing our screening process.
Jul 14
•
John Rothe, CMT
2
1
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.
Jul 7
•
John Rothe, CMT
14
4
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.
Jul 2
•
John Rothe, CMT
10
3
4
June 2026
Signal & Noise: Weekly Signal Report - June 30 2026
A weekly review of market regime, leadership, and which names are passing our screening process.
Jun 30
•
John Rothe, CMT
2
Cheaper Oil is Coming. What Does it Mean for Inflation and Your Portfolio?
Plus: which areas performed well after an oil spike - and why.
Jun 25
•
John Rothe, CMT
8
1
2
Signal & Noise: Weekly Signal Report - June 23 2026
A weekly review of market regime, leadership, and which names are passing our screening process.
Jun 23
•
John Rothe, CMT
2
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.
Jun 18
•
John Rothe, CMT
5
1
1
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
