ºÝºÝߣshows by User: rothej / http://www.slideshare.net/images/logo.gif ºÝºÝߣshows by User: rothej / Fri, 27 Jan 2023 15:36:48 GMT ºÝºÝߣShare feed for ºÝºÝߣshows by User: rothej Big Picture Weekly Research 1 27 2023.pdf /slideshow/big-picture-weekly-research-1-27-2023pdf/255556265 bigpictureweeklyresearch1272023-230127153648-dd12b2f4
ºÝºÝߣs from Riverbend Investment Management research. ]]>
ºÝºÝߣs from Riverbend Investment Management research. ]]> Fri, 27 Jan 2023 15:36:48 GMT /slideshow/big-picture-weekly-research-1-27-2023pdf/255556265 rothej@slideshare.net(rothej) Big Picture Weekly Research 1 27 2023.pdf rothej ºÝºÝߣs from Riverbend Investment Management research. <img style="border:1px solid #C3E6D8;float:right;" alt="" src="https://cdn.slidesharecdn.com/ss_thumbnails/bigpictureweeklyresearch1272023-230127153648-dd12b2f4-thumbnail.jpg?width=120&amp;height=120&amp;fit=bounds" /><br> ºÝºÝߣs from Riverbend Investment Management research.
Big Picture Weekly Research 1 27 2023.pdf from Riverbend Investment Management
]]> 6 0 https://cdn.slidesharecdn.com/ss_thumbnails/bigpictureweeklyresearch1272023-230127153648-dd12b2f4-thumbnail.jpg?width=120&height=120&fit=bounds presentation Black http://activitystrea.ms/schema/1.0/post http://activitystrea.ms/schema/1.0/posted 0 10 Market Themes for Q1 2023 - John Rothe /slideshow/10-market-themes-for-q1-2023-john-rothe/255518560 2023themesjohnrothecmt-230125165025-1ae8cac8
10 market themes to keep an eye on during the 1st quarter of 2023. This collection of market insights highlights 10 themes we believe are most likely to shape the investment environment this quarter. 2022 Was A Difficult (and Historic) Year for Stocks & Bonds Mega Cap Stocks Underperformed During 2022 Fixed Income Yields Sit Above Long-term Averages Energy Prices Reverse Lower After Spiking During Early 2022 Headline Inflation Has Peaked, but Key Categories are Still Rising Labor Market Shortage Could Keep Wage Inflation High Consumer Sentiment Rebounds from Record Low as Inflation Eases Wall Street Forecasts Single-Digit Earnings Growth in 2023 U.S. Housing Market Shows the Impact of Interest Rate Hikes More Banks Are Tightening Lending Standards ]]>
10 market themes to keep an eye on during the 1st quarter of 2023. This collection of market insights highlights 10 themes we believe are most likely to shape the investment environment this quarter. 2022 Was A Difficult (and Historic) Year for Stocks & Bonds Mega Cap Stocks Underperformed During 2022 Fixed Income Yields Sit Above Long-term Averages Energy Prices Reverse Lower After Spiking During Early 2022 Headline Inflation Has Peaked, but Key Categories are Still Rising Labor Market Shortage Could Keep Wage Inflation High Consumer Sentiment Rebounds from Record Low as Inflation Eases Wall Street Forecasts Single-Digit Earnings Growth in 2023 U.S. Housing Market Shows the Impact of Interest Rate Hikes More Banks Are Tightening Lending Standards ]]> Wed, 25 Jan 2023 16:50:24 GMT /slideshow/10-market-themes-for-q1-2023-john-rothe/255518560 rothej@slideshare.net(rothej) 10 Market Themes for Q1 2023 - John Rothe rothej 10 market themes to keep an eye on during the 1st quarter of 2023. This collection of market insights highlights 10 themes we believe are most likely to shape the investment environment this quarter. 2022 Was A Difficult (and Historic) Year for Stocks & Bonds Mega Cap Stocks Underperformed During 2022 Fixed Income Yields Sit Above Long-term Averages Energy Prices Reverse Lower After Spiking During Early 2022 Headline Inflation Has Peaked, but Key Categories are Still Rising Labor Market Shortage Could Keep Wage Inflation High Consumer Sentiment Rebounds from Record Low as Inflation Eases Wall Street Forecasts Single-Digit Earnings Growth in 2023 U.S. Housing Market Shows the Impact of Interest Rate Hikes More Banks Are Tightening Lending Standards <img style="border:1px solid #C3E6D8;float:right;" alt="" src="https://cdn.slidesharecdn.com/ss_thumbnails/2023themesjohnrothecmt-230125165025-1ae8cac8-thumbnail.jpg?width=120&amp;height=120&amp;fit=bounds" /><br> 10 market themes to keep an eye on during the 1st quarter of 2023. This collection of market insights highlights 10 themes we believe are most likely to shape the investment environment this quarter. 2022 Was A Difficult (and Historic) Year for Stocks &amp; Bonds Mega Cap Stocks Underperformed During 2022 Fixed Income Yields Sit Above Long-term Averages Energy Prices Reverse Lower After Spiking During Early 2022 Headline Inflation Has Peaked, but Key Categories are Still Rising Labor Market Shortage Could Keep Wage Inflation High Consumer Sentiment Rebounds from Record Low as Inflation Eases Wall Street Forecasts Single-Digit Earnings Growth in 2023 U.S. Housing Market Shows the Impact of Interest Rate Hikes More Banks Are Tightening Lending Standards
10 Market Themes for Q1 2023 - John Rothe from Riverbend Investment Management
]]> 11 0 https://cdn.slidesharecdn.com/ss_thumbnails/2023themesjohnrothecmt-230125165025-1ae8cac8-thumbnail.jpg?width=120&height=120&fit=bounds presentation Black http://activitystrea.ms/schema/1.0/post http://activitystrea.ms/schema/1.0/posted 0 Global Equity Update October 2022 /slideshow/global-equity-update-october-2022/253555230 globalequityupdateoctober2022johnrothe-221013182032-46a8391e
Global equity update from John Rothe, Portfolio Manager at Riverbend Investment Management.]]>
Global equity update from John Rothe, Portfolio Manager at Riverbend Investment Management.]]> Thu, 13 Oct 2022 18:20:32 GMT /slideshow/global-equity-update-october-2022/253555230 rothej@slideshare.net(rothej) Global Equity Update October 2022 rothej Global equity update from John Rothe, Portfolio Manager at Riverbend Investment Management. <img style="border:1px solid #C3E6D8;float:right;" alt="" src="https://cdn.slidesharecdn.com/ss_thumbnails/globalequityupdateoctober2022johnrothe-221013182032-46a8391e-thumbnail.jpg?width=120&amp;height=120&amp;fit=bounds" /><br> Global equity update from John Rothe, Portfolio Manager at Riverbend Investment Management.
Global Equity Update October 2022 from Riverbend Investment Management
]]> 37 0 https://cdn.slidesharecdn.com/ss_thumbnails/globalequityupdateoctober2022johnrothe-221013182032-46a8391e-thumbnail.jpg?width=120&height=120&fit=bounds presentation Black http://activitystrea.ms/schema/1.0/post http://activitystrea.ms/schema/1.0/posted 0 Q3 Outlook John Rothe CMT /slideshow/q3-outlook-john-rothe-cmt/252779720 q3outlookjohnrothecmt-220831191324-bfb61d0f
John Rothe CMT, Founder and Chief Investment Officer thought's on what lies ahead for the next quarter.]]>
John Rothe CMT, Founder and Chief Investment Officer thought's on what lies ahead for the next quarter.]]> Wed, 31 Aug 2022 19:13:24 GMT /slideshow/q3-outlook-john-rothe-cmt/252779720 rothej@slideshare.net(rothej) Q3 Outlook John Rothe CMT rothej John Rothe CMT, Founder and Chief Investment Officer thought's on what lies ahead for the next quarter. <img style="border:1px solid #C3E6D8;float:right;" alt="" src="https://cdn.slidesharecdn.com/ss_thumbnails/q3outlookjohnrothecmt-220831191324-bfb61d0f-thumbnail.jpg?width=120&amp;height=120&amp;fit=bounds" /><br> John Rothe CMT, Founder and Chief Investment Officer thought&#39;s on what lies ahead for the next quarter.
Q3 Outlook John Rothe CMT from Riverbend Investment Management
]]> 8 0 https://cdn.slidesharecdn.com/ss_thumbnails/q3outlookjohnrothecmt-220831191324-bfb61d0f-thumbnail.jpg?width=120&height=120&fit=bounds presentation Black http://activitystrea.ms/schema/1.0/post http://activitystrea.ms/schema/1.0/posted 0 Big Picture Weekly Research 8 25 2022.pdf /slideshow/big-picture-weekly-research-8-25-2022pdf/252750742 bigpictureweeklyresearch8252022-220829220247-e938d885
Weekly market update from John Rothe, CMT. This week, John discusses where we are in the market and what sectors to keep an eye on. Each week, we publish a market update video discussing various topics on the US economy and stock maket. ]]>
Weekly market update from John Rothe, CMT. This week, John discusses where we are in the market and what sectors to keep an eye on. Each week, we publish a market update video discussing various topics on the US economy and stock maket. ]]> Mon, 29 Aug 2022 22:02:47 GMT /slideshow/big-picture-weekly-research-8-25-2022pdf/252750742 rothej@slideshare.net(rothej) Big Picture Weekly Research 8 25 2022.pdf rothej Weekly market update from John Rothe, CMT. This week, John discusses where we are in the market and what sectors to keep an eye on. Each week, we publish a market update video discussing various topics on the US economy and stock maket. <img style="border:1px solid #C3E6D8;float:right;" alt="" src="https://cdn.slidesharecdn.com/ss_thumbnails/bigpictureweeklyresearch8252022-220829220247-e938d885-thumbnail.jpg?width=120&amp;height=120&amp;fit=bounds" /><br> Weekly market update from John Rothe, CMT. This week, John discusses where we are in the market and what sectors to keep an eye on. Each week, we publish a market update video discussing various topics on the US economy and stock maket.
Big Picture Weekly Research 8 25 2022.pdf from Riverbend Investment Management
]]> 6 0 https://cdn.slidesharecdn.com/ss_thumbnails/bigpictureweeklyresearch8252022-220829220247-e938d885-thumbnail.jpg?width=120&height=120&fit=bounds presentation Black http://activitystrea.ms/schema/1.0/post http://activitystrea.ms/schema/1.0/posted 0 https://cdn.slidesharecdn.com/profile-photo-rothej-48x48.jpg?cb=1692586294 John Rothe, CMT is the Founder and Chief Investment Officer of Riverbend Investment Management. John started Riverbend in 2006 after a decade of working on Wall Street. He has been managing money using active investment strategies for nearly 25 years. John’s investment management strategies and advice have appeared in various media outlets, such as CNBC, Reuters, Investment News, Financial Planning Magazine, and on Wall Street Business Network syndicated radio broadcasts. John Rothe is a CMT Charterholder and active member of the CMT Association and NAAIM (National Association of Active Investment Managers) johnrothe.com https://cdn.slidesharecdn.com/ss_thumbnails/bigpictureweeklyresearch1272023-230127153648-dd12b2f4-thumbnail.jpg?width=320&height=320&fit=bounds slideshow/big-picture-weekly-research-1-27-2023pdf/255556265 Big Picture Weekly Res... https://cdn.slidesharecdn.com/ss_thumbnails/2023themesjohnrothecmt-230125165025-1ae8cac8-thumbnail.jpg?width=320&height=320&fit=bounds slideshow/10-market-themes-for-q1-2023-john-rothe/255518560 10 Market Themes for Q... https://cdn.slidesharecdn.com/ss_thumbnails/globalequityupdateoctober2022johnrothe-221013182032-46a8391e-thumbnail.jpg?width=320&height=320&fit=bounds slideshow/global-equity-update-october-2022/253555230 Global Equity Update O...