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
+0.55
hit rate
60%
mean α
+0.43%
signals 14d
6
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 10 scored bets: 60% hit rate, +0.43% mean alpha, trader score +0.55. Their last-14d mentions, direction-adjusted, have moved -5.3% since posting (mean over 4 mentions with price data).
Recent signals6receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-06-25 | · | @JohnRothe | · | Substack framework on cheaper oil, inflation, markets, sectors, and AI energy demand. | · | tweet ↗ |
| 2026-06-25 | · | @JohnRothe | · | Compares trader behavior to late 90s bubble mindset. | · | tweet ↗ |
| 2026-06-25 | MU | @JohnRothe | +0.55 | Says MU chart remains in clean uptrend post earnings as long as structure holds. | -19.6% | tweet ↗ |
| 2026-06-24 | NVDA | @JohnRothe | -0.40 | Says NVDA is below cloud support and next support is 194-195. | -2.1% | tweet ↗ |
| 2026-06-24 | SOXX | @JohnRothe | +0.25 | Notes NVDA down 15% since May peak while SOXX is up 23%. | -5.8% | tweet ↗ |
| 2026-06-24 | NVDA | @JohnRothe | -0.35 | Notes NVDA down 15% since May peak while SOXX is up 23%. | -2.1% | 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.