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Higher oil prices meant something different in the past 🛢️
The U.S. economy and stock market will have both winners and losers ⚖️
Apr 22
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Sam Ro, CFA
11
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Higher oil prices meant something different in the past 🛢️
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You don't have to look outside U.S. stocks for international exposure 🌎
Plus a charted review of the macro crosscurrents 🔀
Apr 21
•
Sam Ro, CFA
21
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You don't have to look outside U.S. stocks for international exposure 🌎
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It's as if the stock market knows exactly when to mock us 🥴
Stocks turned south just as optimism hit multi-year highs 🫠
Apr 18
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Sam Ro, CFA
16
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It's as if the stock market knows exactly when to mock us 🥴
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JPMorgan's Jamie Dimon says the quiet part out loud about quarterly earnings 👀
There are many ways to inflate earnings for the sake of meeting expectations 🙅🏻
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 👀
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How earnings season could truly 'surprise' 😮
When everyone's expecting better-than-expected earnings 🤔
Apr 11
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Sam Ro, CFA
6
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How earnings season could truly 'surprise' 😮
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Narratives will change, and yet the stock market will go up 🆙
Don't get married to market narratives 🛑
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 🆙
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Even strong stock market years can get very stressful 😱
Plus a charted review of the macro crosscurrents 🔀
Apr 7
•
Sam Ro, CFA
24
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Even strong stock market years can get very stressful 😱
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The market's biggest stock matters — until it doesn't 🍎
No single stock, not even Apple, will drive market performance forever 📉
Mar 22
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Sam Ro, CFA
11
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The market's biggest stock matters — until it doesn't 🍎
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There's a more important force than the Fed driving the stock market 💪
The Fed's next move might not be that big of a deal for prices 🤷🏻♂️
Mar 20
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Sam Ro, CFA
11
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There's a more important force than the Fed driving the stock market 💪
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The truth about the hundred of billions of dollars worth of stock buybacks 💸
They're not as high as they may seem 🤔
Mar 18
•
Sam Ro, CFA
13
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The truth about the hundred of billions of dollars worth of stock buybacks 💸
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A chart market skeptics will find frustrating 📉📈
Plus a charted review of the macro crosscurrents 🔀
Mar 17
•
Sam Ro, CFA
24
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A chart market skeptics will find frustrating 📉📈
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Most stock-picking pros underperformed in 2023's market recovery 🫤
New data confirms this persistent trend 📊
Mar 6
•
Sam Ro, CFA
13
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Most stock-picking pros underperformed in 2023's market recovery 🫤
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