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3 stock market charts to consider as interest rates rise ๐๐๐
Rising rates mean higher borrowing costs, but it's not obviously a bad sign for stocks ๐ค
2 hrs ago
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Sam Ro, CFA
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'The market waits for no one' โฐ
Plus a charted review of the macro crosscurrents ๐
May 17
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Sam Ro, CFA
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'When will the Fed cut rates?' is not the right question for investors right now โ๏ธ
The Fed matters more when we're experiencing financial and economic stress ๐ค
May 12
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Sam Ro, CFA
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Why I sometimes tell myself average returns are a mirage ๐คจ
Plus a charted review of the macro crosscurrents ๐
May 10
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Sam Ro, CFA
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Past performance is no guarantee of future results, data confirms ๐
Top fund managers rarely stay on top ๐
May 7
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Sam Ro, CFA
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Let's talk about how companies aren't adjusting earnings for multibillion-dollar investment gains ๐ธ
GAAP accounting is great when things are going your way ๐คท๐ปโโ๏ธ
May 6
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Sam Ro, CFA
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Bizarre moment at Berkshire's annual meeting spotlights cyber risk๐ค
Plus a charted review of the macro crosscurrents ๐
May 3
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Sam Ro, CFA
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Higher energy costs, massive labor costs ... and yet record-high profit margins? ๐ค
All in all, things look favorable for earnings ๐
Apr 28
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Sam Ro, CFA
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Apple after Cook, Allbirds after shoes, and TKer Stock Market Truth No. 9 ๐๐ฆ
Plus a charted review of the macro crosscurrents ๐
Apr 26
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Sam Ro, CFA
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The stock market isn't as crazy as you might think ๐คจ
It's not precise to say markets are 'detached from reality' or 'ignoring' certain risks ๐ค
Apr 20
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Sam Ro, CFA
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It's like we fell down an escalator that's going up โ๏ธ
The stock market declining 9% is only half the story ๐
Apr 13
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Sam Ro, CFA
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Investing in another country's stock market isn't about investing in their economy ๐
Beware what you're getting when you invest abroad ๐ง
Apr 8
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Sam Ro, CFA
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