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How the stock market explains why Iโm not moving out of my apartment that just got flooded โ again! ๐ฃ
Plus a charted review of the macro crosscurrents ๐
Aug 3
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Sam Ro, CFA
21
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How the stock market explains why Iโm not moving out of my apartment that just got flooded โ again! ๐ฃ
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5 thoughts I had while chatting with smart finance podcasters ๐ฌ
Plus a charted review of the macro crosscurrents ๐
Jul 6
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Sam Ro, CFA
22
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5 thoughts I had while chatting with smart finance podcasters ๐ฌ
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Does it always make sense to think of a 20% decline in your portfolio as a loss? ๐คจ
Plus a charted review of the macro crosscurrents ๐
Jun 22
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Sam Ro, CFA
12
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Does it always make sense to think of a 20% decline in your portfolio as a loss? ๐คจ
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Stocks usually look past geopolitical events, but they shouldn't be ignored ๐ซฃ
Staying invested doesn't mean dismissing the risk of things getting worse ๐ค
Jun 16
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Sam Ro, CFA
7
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Stocks usually look past geopolitical events, but they shouldn't be ignored ๐ซฃ
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Sometimes, the best business decision is to change businesses ๐
Plus a charted review of the macro crosscurrents ๐
Jun 15
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Sam Ro, CFA
19
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Sometimes, the best business decision is to change businesses ๐
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3
Economic data quality deteriorates โ 2 thoughts for investors ๐งฎ
Plus a charted review of the macro crosscurrents ๐
Jun 8
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Sam Ro, CFA
22
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Economic data quality deteriorates โ 2 thoughts for investors ๐งฎ
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Identifying winning stocks is hard. Holding winning stocks is a nightmare. ๐ซ
Plus a charted review of the macro crosscurrents ๐
Jun 1
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Sam Ro, CFA
28
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Identifying winning stocks is hard. Holding winning stocks is a nightmare. ๐ซ
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Remembering moments when I thought things took a permanent turn for the worse ๐โโ๏ธ
Plus a charted review of the macro crosscurrents ๐
May 18
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Sam Ro, CFA
21
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Remembering moments when I thought things took a permanent turn for the worse ๐โโ๏ธ
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'Past performance is' clearly 'no guarantee of future results' ๐
Top fund managers rarely stay on top. Market-beating managers rarely keep beating the market. ๐
May 9
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Sam Ro, CFA
19
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'Past performance is' clearly 'no guarantee of future results' ๐
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What does the negative GDP report really tell us? ๐ค
A few thoughts regarding an ambiguous headline metric ๐บ๐ธ
Apr 30
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Sam Ro, CFA
18
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What does the negative GDP report really tell us? ๐ค
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2
The stock market's awesome days occur near awful days ๐
A chart with remarkable symmetry ๐ฏโโ๏ธ
Apr 18
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Sam Ro, CFA
14
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The stock market's awesome days occur near awful days ๐
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Bear markets in context ๐ป
Take a deep breath and look to the big picture ๐ง๐ปโโ๏ธ
Apr 7
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Sam Ro, CFA
10
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๐ TKer by Sam Ro
Bear markets in context ๐ป
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