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Income and costs affect you and your neighbors differently 💵
Plus a charted review of the macro crosscurrents 🔀
Apr 5
•
Sam Ro, CFA
25
1
Our love-hate relationship with rising oil prices in charts 💔🛢️📊
The U.S. economy and stock market will have both winners and losers ⚖️
Mar 14
•
Sam Ro, CFA
32
2
What I got wrong about the post-Global Financial Crisis recovery ❤️🩹
If you had asked me in late 2010, I would've told you we were still in recession 📉
Mar 9
•
Sam Ro, CFA
14
1
About that ugly jobs report 📉
How stock market investors should be thinking about it 🤔
Mar 6
•
Sam Ro, CFA
21
Quick preliminary thoughts on the Supreme Court's tariff ruling 👨⚖️
This isn't over 😭
Feb 20
•
Sam Ro, CFA
13
Why mass tech layoffs have little effect on total employment 💾
Tech employment is relatively small in this economy ⌨️
Feb 19
•
Sam Ro, CFA
12
Economic data can often be both 'worse' and 'good' 🌦️
Plus a charted review of the macro crosscurrents 🔀
Feb 15
•
Sam Ro, CFA
21
2
What comes after the bubble could be electrifying ⚡️
Plus a charted review of the macro crosscurrents 🔀
Feb 1
•
Sam Ro, CFA
25
1
4
Some quick initial thoughts on Fed chair nominee Kevin Warsh 🤔
Monetary policy isn't determined by one person 🏛️
Jan 30
•
Sam Ro, CFA
16
It's too ambiguous to just say 'the economy' 🤦🏻♂️
It's become necessary to qualify what you're talking about 🤔
Jan 27
•
Sam Ro, CFA
30
1
If you hate inflation, then you'll love stocks 🎈
Plus a charted review of the macro crosscurrents 🔀
Jan 25
•
Sam Ro, CFA
51
Mathematical context can totally change the story 🧮
Plus a charted review of the macro crosscurrents 🔀
Jan 18
•
Sam Ro, CFA
18
1
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