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Cottage cheese and how to take the fight against inflation into your own hands ā
Arguably the better of two bad options āļø
Sam Ro, CFA
Mar 20
18
2
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Cottage cheese and how to take the fight against inflation into your own hands ā
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Same destination, but now a more treacherous path š§
Plus a charted review of the macro crosscurrents š
Mar 19
21
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Same destination, but now a more treacherous path š§
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Never trust one day's market moves š
A single trading session won't tell you anything reliable when new risks emerge ā
Sam Ro, CFA
Mar 16
10
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Never trust one day's market moves š
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A few thoughts on the Silicon Valley Bank failure... š¦
It may or may not be a bigger deal than what markets are pricing in š¤
Sam Ro, CFA
Mar 14
14
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A few thoughts on the Silicon Valley Bank failure... š¦
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The labor market is simultaneously hot š„, cooling š§, and kinda problematic šµāš«
Plus a brief note on Silicon Valley Bank, and a charted review of the macro crosscurrents š
Mar 12
18
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The labor market is simultaneously hot š„, cooling š§, and kinda problematic šµāš«
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Profit margins are becoming a key controversial issue in the inflation discourse š¤¬
Why are companies still charging high prices for stuff? š¤Ø
Sam Ro, CFA
Mar 10
20
2
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Profit margins are becoming a key controversial issue in the inflation discourse š¤¬
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TKer wins 'Best in Business' award š¾š
Many thanks to the subscribers! š
Sam Ro, CFA
Mar 9
24
7
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TKer wins 'Best in Business' award š¾š
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Most stock pickers underperformed in 2022's 'stock picker's market' š
New data confirms this persistent trend š
Mar 7
18
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Most stock pickers underperformed in 2022's 'stock picker's market' š
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Fed Chair Powell reiterates good news is bad news š
Economic data is 'stronger than expected,' so interest rates will likely go 'higher than previously anticipated' š
Sam Ro, CFA
Mar 7
10
1
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Fed Chair Powell reiterates good news is bad news š
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Taking stock of Corporate Americaās āRisk Factorsāā ļø
Plus a charted review of the macro crosscurrents š
Mar 5
15
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Taking stock of Corporate Americaās āRisk Factorsāā ļø
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Alarms are going off about earnings quality šØ
Let's talk about GAAP earnings, non-GAAP earnings, and operating cash flow š§
Sam Ro, CFA
Mar 1
14
4
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Alarms are going off about earnings quality šØ
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February 2023
Warren Buffett reminds us how picking winning stocks is extraordinarily hard š¤
'Over time, it takes just a few winners to work wonders' š§
Sam Ro, CFA
Feb 27
9
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Warren Buffett reminds us how picking winning stocks is extraordinarily hard š¤
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