Investment Research from John Rothe, CMT
September’s Historical Trends
Historical lookback of returns during the month of September. 1950 to 2022(as of 9/12/2022)
The Myth of Missing the 10 Best Days in the Stock Market
One of the more "sticky" myths in the stock market is that of staying fully invested so you don't miss the best days. Charts like this are common among fans of buy and hold strategies: However, what charts like this fail to mention is that the best days often...
Recent Stock Market Volatility
After a quiet June, stock market volatility returned in August. The summer's counter-trend rally is over and investors are starting to watch some key support levels. A pullback to 38.2% or even 50% Fibonacci levels wouldn't surprise me as economic data is starting to...
US Economy: Declining Labor Productivity & Rising Labor Costs
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Housing Market Cools as Interest Rate Increases Impact Economy
The Covid-19 pandemic profoundly altered the U.S. housing market. Homeowners and renters reevaluated their housing needs and wants as they spent more time at home. At the same time, remote work set off a great migration as employees decided where they wanted to live...
10 Market Themes for Q3 2022
10 Market Themes for Q3 2022 - what lies ahead for the stock market and the economy and how it will impact investors. (SlideShare) <iframe src="https://www.slideshare.net/slideshow/embed_code/key/oekQzVlyfBmBFh?hostedIn=slideshare&page=upload" width="476"...
John Rothe CMT is the Founder and Chief Investment Officer of Riverbend Investment Management
