Musings of a Money Manager

Musings of a Money Manager

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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.
 • John Rothe, CMT
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.
 • John Rothe, CMT
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.
 • John Rothe, CMT
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…
 • John Rothe, CMT
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.
 • John Rothe, CMT
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.
 • John Rothe, CMT
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.
 • John Rothe, CMT

June 2026

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