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Companies are cashing in on consumers' unwillingness to bargain shop 💸
Plus a charted review of the macro crosscurrents 🔀
Jun 7
•
Sam Ro, CFA
13
1
Things are looking up in the labor market👍
That's bullish for the stock market, even with Fed rate hike odds rising 📈
Jun 5
•
Sam Ro, CFA
8
A contrarian note about the falling personal saving rate...💸
It's not great, but not obviously a bad signal 🤔
May 29
•
Sam Ro, CFA
44
2
'When will the Fed cut rates?' is not the right question for investors right now ✂️
The Fed matters more when we're experiencing financial and economic stress 🤔
May 12
•
Sam Ro, CFA
17
America's top bankers confirm: The economy remains resilient 💪
Despite mounting headwinds, consumers continue to spend 🛍️
Apr 15
•
Sam Ro, CFA
15
Income and costs affect you and your neighbors differently 💵
Plus a charted review of the macro crosscurrents 🔀
Apr 5
•
Sam Ro, CFA
26
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
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