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On presidents, the stock market, and the big picture for investors 🖼
Plus a charted review of the macro crosscurrents 🔀
Jul 21
•
Sam Ro, CFA
19
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On presidents, the stock market, and the big picture for investors 🖼
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What keeps me up at night 😵💫
It won't be found on any list 📋
Jul 17
•
Sam Ro, CFA
8
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What keeps me up at night 😵💫
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2
One of the stock market's most consistent trends 👯♀️
Plus a charted review of the macro crosscurrents 🔀
Jul 14
•
Sam Ro, CFA
24
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One of the stock market's most consistent trends 👯♀️
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Keep your stock market seat belts fastened 🎢
Market turbulence is normal, and it can hit suddenly ⚠️
Jul 11
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Sam Ro, CFA
12
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Keep your stock market seat belts fastened 🎢
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BofA: 'Q: Is it better to sell early or late? A: Neither.' ⏰
Timing market tops is treacherous, even when you come close to getting it right 🤦🏻♂️
Jul 9
•
Sam Ro, CFA
11
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BofA: 'Q: Is it better to sell early or late? A: Neither.' ⏰
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The labor market is cooling 💼
TKer has a bunch of past newsletters for context 📑
Jul 5
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Sam Ro, CFA
25
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The labor market is cooling 💼
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A top Wall Street forecaster made a great point after abandoning his S&P 500 target 🤔
There's more to research and analysis than price targets 🎯
Jul 3
•
Sam Ro, CFA
9
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A top Wall Street forecaster made a great point after abandoning his S&P 500 target 🤔
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1
Revisiting the key chart to watch amid the Fed's war on inflation 📈
A once-doubtful economic scenario has become reality 👍
Jul 2
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Sam Ro, CFA
19
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Revisiting the key chart to watch amid the Fed's war on inflation 📈
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June 2024
Sorry, but investing is complicated 😭
Plus a charted review of the macro crosscurrents 🔀
Jun 30
•
Sam Ro, CFA
24
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Sorry, but investing is complicated 😭
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We're taking that vacation whether we like it or not 🛫
What consumers do matters more than what they say 🙃
Jun 28
•
Sam Ro, CFA
4
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We're taking that vacation whether we like it or not 🛫
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There's more to the story than 'excess savings are gone' 🤔
Just because one tailwind fades doesn't mean the economy is in trouble 💨
Jun 27
•
Sam Ro, CFA
10
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There's more to the story than 'excess savings are gone' 🤔
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Warren Buffett: 'It takes just a few winners to work wonders' 🏆
Plus a charted review of the macro crosscurrents 🔀
Jun 23
•
Sam Ro, CFA
22
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Warren Buffett: 'It takes just a few winners to work wonders' 🏆
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