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How U.S. economic strength was a drag on Q1 GDP π€―
U.S. imports outpaced exports to weaker trading partners πΊπΈ
Apr 25
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Sam Ro, CFA
7
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How U.S. economic strength was a drag on Q1 GDP π€―
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You don't have to look outside U.S. stocks for international exposure π
Plus a charted review of the macro crosscurrents π
Apr 21
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Sam Ro, CFA
21
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You don't have to look outside U.S. stocks for international exposure π
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JPMorgan's Jamie Dimon says the quiet part out loud about quarterly earnings π
There are many ways to inflate earnings for the sake of meeting expectations π π»
Apr 12
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Sam Ro, CFA
8
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JPMorgan's Jamie Dimon says the quiet part out loud about quarterly earnings π
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Narratives will change, and yet the stock market will go up π
Don't get married to market narratives π
Apr 8
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Sam Ro, CFA
23
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Narratives will change, and yet the stock market will go up π
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What Warren Buffett said about the so-called 'Buffett Indicator' π§
"Itβs just not quite as simple as having one or two formulas and then saying the market is undervalued or overvalued." π€¦π»ββοΈ
Apr 1
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Sam Ro, CFA
9
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What Warren Buffett said about the so-called 'Buffett Indicator' π§
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'Check yourself' as the data zig zags β―
Plus a charted review of the macro crosscurrents π
Mar 31
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Sam Ro, CFA
22
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'Check yourself' as the data zig zags β―
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The truth about the hundred of billions of dollars worth of stock buybacks πΈ
They're not as high as they may seem π€
Mar 18
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Sam Ro, CFA
13
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The truth about the hundred of billions of dollars worth of stock buybacks πΈ
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Most stock-picking pros underperformed in 2023's market recovery π«€
New data confirms this persistent trend π
Mar 6
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Sam Ro, CFA
13
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Most stock-picking pros underperformed in 2023's market recovery π«€
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The problem with historical P/E data π
Today's S&P 500 isn't like the S&P 500 of the past βοΈ
Feb 29
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Sam Ro, CFA
10
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The problem with historical P/E data π
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Remember when people were worried about margin debt? π¬
A bearish myth debunked π«’
Feb 27
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Sam Ro, CFA
8
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Remember when people were worried about margin debt? π¬
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Warren Buffett's greatest trade π€
Plus a charted review of the macro crosscurrents π
Feb 25
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Sam Ro, CFA
22
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Warren Buffett's greatest trade π€
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12 charts to consider with the stock market near record highs π
Some context from Wall Street's smartest π
Feb 14
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Sam Ro, CFA
10
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12 charts to consider with the stock market near record highs π
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