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Goldman Sachs reminds us that the next decade of stock market returns is hard to predict π΅βπ«
One of Wall Street's most revered firms takes another stab at a long-term forecast π
Nov 13
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Sam Ro, CFA
16
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1
The economy may not be working for everyone right now, but itβs at least working for stock market investors π
We're gonna hear more about the K-shaped economic narrative π
Nov 7
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Sam Ro, CFA
29
1
Goldman Sachs' and Morgan Stanley's CEOs said what? π£οΈ
What to make of the same alarming headline you're reading everywhere ππ»ββοΈ
Nov 4
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Sam Ro, CFA
30
2
What happened after the last time the S&P 500's forward P/E was this high π€
Plus a charted review of the macro crosscurrents π
Nov 2
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Sam Ro, CFA
26
2
S&P 6,600, 6,700, 6,800... 100-point milestones aren't what they used to be π€·π»ββοΈ
Now's a great time to recalibrate how you process headlines π
Oct 27
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Sam Ro, CFA
7
1
The average S&P 500 stock has been spending less time in the index βοΈ
Disruptive companies are accelerating turnover in the stock market π
Oct 22
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Sam Ro, CFA
13
1
The intimidating mathematical hurdle a beaten down stock market always clears π
Plus a charted review of the macro crosscurrents π
Oct 19
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Sam Ro, CFA
19
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3
The most overrated achievement you hear about during earnings season π
What does beating estimates actually reveal? π€·π»ββοΈ
Oct 16
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Sam Ro, CFA
12
SPECIAL EDITION: TKer's 4th year reminded us what drives the stock market ππ
TKer Stock Market Truth No. 5 was very relevant π
Oct 14
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Sam Ro, CFA
37
6
My definition of 'bearish' is different from yours π§Έ
Plus a charted review of the macro crosscurrents π
Oct 12
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Sam Ro, CFA
27
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2 market-crash facts that surprised me π
Plus a charted review of the macro crosscurrents π
Oct 5
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Sam Ro, CFA
29
2
Picking a market-beating stock is far from a coin flip πͺ
A simple concept explains how a few big winners carry the market's returns π
Oct 3
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Sam Ro, CFA
20
1
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