Investment Research | ARTAIS Capital
John Rothe, CMTDaily investment research from John Rothe, CMT, 30 years on Wall Street. Focused on the AI theme: which names pass or fail my screening process, and what the credit markets are saying about risk on/risk off.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 104 | Founded | 4 years ago | Last Issue | 5 days ago |
| Active | |||||
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johnrothe.comLatest Issues
The Market Is Doing the Opposite of What History Says It Should
The Week Ahead: Key events and themes to watch
Contents:
The 30,000 Foot View
The Economist Just Put Bonds on Its Cover. You Know What That Usually Means
Contents:
The ARTAIS AI Theme: Weekly Update
The Model Went to 0% Stocks This Week. This Is Why
Contents:
Sector Rotation Update
Sectors are rotating: Warning sign, market expansion, or simply a dead cat bounce?
Contents:
Macro Watch Update
Buying Exhaustion, Weakening Breadth, and a Rotation Away From High Beta
Contents:
Key Facts
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| Subscribers | Engagement | 73 | Monthly Web Visits | ||
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Authors
The writers behind this newsletter.
Portfolio Manager & Founder of ARTAIS Capital | Chartered Market Technician (CMT) | 30 years on Wall Street and counting.
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