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Warren Buffett on luck and not beating yourself up over mistakes ππ€¦π»ββοΈ
Plus a charted review of the macro crosscurrents π
14 hrs ago
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Sam Ro, CFA
15
Goldman Sachs reminds us that the next decade of stock market returns is hard to predict π΅βπ«
One of Wall Street's most revered firms takes another stab at a long-term forecast π
Nov 13
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Sam Ro, CFA
17
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No official jobs data, but the unofficial data is unambiguously discouraging πΌ
Plus a charted review of the macro crosscurrents π
Nov 9
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Sam Ro, CFA
22
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The economy may not be working for everyone right now, but itβs at least working for stock market investors π
We're gonna hear more about the K-shaped economic narrative π
Nov 7
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Sam Ro, CFA
30
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Goldman Sachs' and Morgan Stanley's CEOs said what? π£οΈ
What to make of the same alarming headline you're reading everywhere ππ»ββοΈ
Nov 4
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Sam Ro, CFA
30
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The delay in SNAP benefits represents a 'sizable risk' π
A lot of people doing their best to make ends meet could get hit by a benefits interruption.
Nov 3
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Sam Ro, CFA
8
What happened after the last time the S&P 500's forward P/E was this high π€
Plus a charted review of the macro crosscurrents π
Nov 2
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Sam Ro, CFA
26
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October 2025
S&P 6,600, 6,700, 6,800... 100-point milestones aren't what they used to be π€·π»ββοΈ
Now's a great time to recalibrate how you process headlines π
Oct 27
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Sam Ro, CFA
7
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The next couple of years for the job market could be tough π«€
Plus a charted review of the macro crosscurrents π
Oct 26
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Sam Ro, CFA
27
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The average S&P 500 stock has been spending less time in the index βοΈ
Disruptive companies are accelerating turnover in the stock market π
Oct 22
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Sam Ro, CFA
13
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The intimidating mathematical hurdle a beaten down stock market always clears π
Plus a charted review of the macro crosscurrents π
Oct 19
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Sam Ro, CFA
19
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The most overrated achievement you hear about during earnings season π
What does beating estimates actually reveal? π€·π»ββοΈ
Oct 16
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Sam Ro, CFA
12
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