Author
@JohnRothe JohnRothe
grade Bx.com/JohnRothe ↗
CMT technician mapping cross-asset rotation and macro-regime risk weekly
Publishes a weekly quantitative/technical market framework u
trader score
+0.64
hit rate
50%
mean α
+0.38%
signals 14d
20
Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY.
Their picks, scored
Across their last 12 scored bets: 50% hit rate, +0.38% mean alpha, trader score +0.64. Their last-14d mentions, direction-adjusted, have moved +7.4% since posting (mean over 8 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | SPX | @JohnRothe | +0.45 | Reports bullish reversals in S&P 500 breadth and Nasdaq-100 point-and-figure signals. | · | tweet ↗ |
| 2026-10-16 | QQQ | @JohnRothe | +0.35 | Reports bullish reversals in S&P 500 breadth and Nasdaq-100 point-and-figure signals. | -0.8% | tweet ↗ |
| 2026-10-15 | SOXX | @JohnRothe | -0.20 | Identifies nearby SOXX support and warns that failure could lead to a retest of the July 29 lows. | -7.1% | tweet ↗ |
| 2026-10-13 | · | @JohnRothe | · | Frames current market action as rotation out of technology and into other areas, not broad capital flight. | · | tweet ↗ |
| 2026-10-13 | · | @JohnRothe | · | Reports a bearish reversal in the technology-sector Bullish Percent Index and explains the indicator. | · | tweet ↗ |
| 2026-10-12 | SOXX | @JohnRothe | -0.40 | Semiconductor ETF is testing support as momentum turns negative. | -12.2% | tweet ↗ |
| 2026-10-09 | · | @JohnRothe | · | Lists four market conditions for distinguishing sector rotation from a reversal. | · | tweet ↗ |
| 2026-10-09 | · | @JohnRothe | · | Frames S&P weakness as rotation from cap-weighted technology toward equal-weight stocks. | · | tweet ↗ |
| 2026-10-09 | · | @JohnRothe | · | Argues European sovereign stress could drive Treasury demand and lower US yields. | · | tweet ↗ |
| 2026-10-09 | · | @JohnRothe | · | Reports that a long-standing bond bear has turned bullish on bonds. | · | tweet ↗ |
| 2026-10-09 | · | @JohnRothe | · | Uses a contrarian magazine-cover framework to argue the yield spike may be ending. | · | tweet ↗ |
| 2026-10-08 | QQQ | @JohnRothe | -0.45 | NASDAQ-100 bullish-percent index joins other indices in a defensive column of Os. | -5.8% | tweet ↗ |
| 2026-10-07 | SPX | @JohnRothe | -0.40 | Notes buying exhaustion, a failed new-high close, and no bullish follow-through. | · | tweet ↗ |
| 2026-10-06 | XLU | @JohnRothe | +0.45 | Utilities' bullish-percent index is rising from oversold conditions. | +3.4% | tweet ↗ |
| 2026-10-06 | TLT | @JohnRothe | +0.10 | Notes TLT is oversold but cautions that lower RSI readings may precede a larger reversal. | +5.3% | tweet ↗ |
Grade is our human read-worthiness rating; trader score is a rolling 20-bet hit-rate/alpha composite — different things, often disagreeing. “Since then” is direction-unaware in the table; the summary line above adjusts for which way they leaned.