Archive - Musings of a Money Manager

Are We Headed For A 1970s-Style Second Wave?

A look back at the 1970s vs today, and themes to watch for

Jun 3 • John Rothe, CMT

Signal & Noise: Weekly Screen + Chart Pack

Screens, Rotation, & Charts Worth Watching June 6th 2026

Jun 2 • John Rothe, CMT

May 2026

Beyond the chip: Where the AI money goes next?

“During the gold rush its a good time to be in the pick and shovel business” ― Mark Twain

May 29 • John Rothe, CMT

Signal & Noise: Weekly Screen + Chart Pack

Screens, Rotation, & Charts Worth Watching

May 26 • John Rothe, CMT

Consumer Sentiment Just Posted the Worst Reading In The Past 46 Years

Plus - how the stock market performed during previous low points in sentiment

May 22 • John Rothe, CMT

What Our Screen Is Telling Us About This Rally (Hint: Only 4% of Stocks Qualify)

The same process I use to manage client portfolios, applied to today's market.

May 20 • John Rothe, CMT

Inflation Just Got Much Worse

Here's what it means for your money and portfolio

May 13 • John Rothe, CMT

April 2026

Fewer and Fewer Stocks Are Holding This Market Up

Stocks are starting to run out of momentum, as history says it's time for a pause.

Apr 28 • John Rothe, CMT

Is the Market Starting to Look Past Iran?

900 Airstrikes. 30 Days. And the Market Shrugged.

Apr 14 • John Rothe, CMT

March 2026

Five Weeks of Red: What History Says Comes Next

The stock market has declined for the past 5 weeks. While rare, it has happened before. This is what to expect next.

Mar 31 • John Rothe, CMT

Are We About to See A Major Shift in the US Dollar? What it Means for the US Stock Market:

Systematic funds are aggressively selling global equities - are they worried about the dollar?

Mar 18 • John Rothe, CMT

Is It Time for Last Year's Winners to Make a Comeback?

Market rotation is starting to favor the old guard

Mar 11 • John Rothe, CMT

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