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Proactive Investment Strategies for Today’s Market
The Big Picture
August 25th, 2022
John Rothe, CMT
Founder & Chief Investment Officer
Portfolio Manager
john.rothe@riverbendinvestments.com
Riverbend Investment Management, LLC (Riverbend) is a registered investment advisor offering advisory services in registered states and in other jurisdictions where exempted. Registration does not imply a certain level of skill or
training.
This communication is for informational purposes only and is not intended as tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities
or non-securities offering. This communication should not be relied upon as the sole factor in an investment making decision.
Past performance is no indication of future results. Investment in securities involves significant risk and has the potential for partial or complete loss of funds invested. It should not be assumed that any recommendations made will be
profitable or equal the performance noted in this publication.
The information herein is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, Riverbend Investment Management, LLC (referred to as Riverbend)
disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a particular purpose.
All opinions and estimates constitute Riverbend’s judgement as of the date of this communication and are subject to change without notice. Riverbend does not warrant that the information will be free from error. The information
should not be relied upon for purposes of transacting securities or other investments. Your use of the information is at your sole risk. Under no circumstances shall Riverbend be liable for any direct, indirect, special or consequential
damages that result from the use of, or the inability to use, the information provided herein, even if Riverbend or a Riverbend authorized representative has been advised of the possibility of such damages. Information contained
herein should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.
Proactive Investment Strategies for Today’s Market
10 YR/2YR Spread
January 2006 January 2008
Proactive Investment Strategies for Today’s Market
FIXED INCOME
Proactive Investment Strategies for Today’s Market
AGG
WEEKLY
Proactive Investment Strategies for Today’s Market
S&P 500
Last Week
Proactive Investment Strategies for Today’s Market
S&P 500
Now
Proactive Investment Strategies for Today’s Market
S&P 500
Weekly
Proactive Investment Strategies for Today’s Market
APPLE
Proactive Investment Strategies for Today’s Market
MARKET TREND
Proactive Investment Strategies for Today’s Market
SECTOR TREND
Proactive Investment Strategies for Today’s Market
Proactive Investment Strategies for Today’s Market
RELATIVE ROTATION
STRONGER
WEAKER
Proactive Investment Strategies for Today’s Market
How to Reach Me
John Rothe
Tel: 302-219-3080
john.rothe@riverbendinvestments.com
Twitter @JohnRothe

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Big Picture Weekly Research 8 25 2022.pdf

  • 1. Proactive Investment Strategies for Today’s Market The Big Picture August 25th, 2022 John Rothe, CMT Founder & Chief Investment Officer Portfolio Manager john.rothe@riverbendinvestments.com Riverbend Investment Management, LLC (Riverbend) is a registered investment advisor offering advisory services in registered states and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. This communication is for informational purposes only and is not intended as tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This communication should not be relied upon as the sole factor in an investment making decision. Past performance is no indication of future results. Investment in securities involves significant risk and has the potential for partial or complete loss of funds invested. It should not be assumed that any recommendations made will be profitable or equal the performance noted in this publication. The information herein is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, Riverbend Investment Management, LLC (referred to as Riverbend) disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a particular purpose. All opinions and estimates constitute Riverbend’s judgement as of the date of this communication and are subject to change without notice. Riverbend does not warrant that the information will be free from error. The information should not be relied upon for purposes of transacting securities or other investments. Your use of the information is at your sole risk. Under no circumstances shall Riverbend be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the information provided herein, even if Riverbend or a Riverbend authorized representative has been advised of the possibility of such damages. Information contained herein should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.
  • 2. Proactive Investment Strategies for Today’s Market 10 YR/2YR Spread January 2006 January 2008
  • 3. Proactive Investment Strategies for Today’s Market FIXED INCOME
  • 4. Proactive Investment Strategies for Today’s Market AGG WEEKLY
  • 5. Proactive Investment Strategies for Today’s Market S&P 500 Last Week
  • 6. Proactive Investment Strategies for Today’s Market S&P 500 Now
  • 7. Proactive Investment Strategies for Today’s Market S&P 500 Weekly
  • 8. Proactive Investment Strategies for Today’s Market APPLE
  • 9. Proactive Investment Strategies for Today’s Market MARKET TREND
  • 10. Proactive Investment Strategies for Today’s Market SECTOR TREND
  • 11. Proactive Investment Strategies for Today’s Market
  • 12. Proactive Investment Strategies for Today’s Market RELATIVE ROTATION STRONGER WEAKER
  • 13. Proactive Investment Strategies for Today’s Market How to Reach Me John Rothe Tel: 302-219-3080 john.rothe@riverbendinvestments.com Twitter @JohnRothe