Musings of a Money Manager
John Rothe, CMTPull Up a Chair and Grab A Cup of Coffee - Let's Chat Markets, The Economy, and Macro Events by John Rothe CMT | Founder ARTAIS Capital
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 89 | Founded | 4 years ago | Last Issue | 19 days ago |
| Active | |||||
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johnrothe.comLatest Issues
Signal & Noise: Weekly Signal Report, September 9th, 2026
Market Rotation is Getting Much More Focused To This One Sector
Issue No. 15 · Wednesday · September 9, 2026
NAAIM Confidential: John Rothe, CMT, of ARTAIS Capital Management
Last week, I had the chance to go on the NAAIM Confidential Podcast.
We discussed NAAIM (The National Association of Active Investment Managers), the NAAIM Exposure Index, the mindset of managing money, and the growth cycle of AI and wher...
Signal & Noise: Weekly Signal Report, September 2nd, 2026
It’s Time to Start Paying Attention to the Rotation in the AI Universe
Issue No. 15 · Wednesday · September 2, 2026
Sector Focus: Communications
Yesterday, I mentioned on Substack and X that momentum in the Communications sector is improving:
If we zoom in on the chart, we can see that the Communications sector has been stuck in a sideways trading pattern since late September of l...
Signal & Noise: Weekly Signal Report, August 25th 2026
Is the market starting to look past Iran?
Issue No. 14 · Tuesday · August 25, 2026
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Portfolio Manager & Founder of ARTAIS Capital. 30 years. Still managing money every day. Here is what I am seeing. Musings of a Money Manager - published multiple times per week: https://www.johnrothe.com
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