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The AI earnings headwind and accounting headache that’s set to intensify 🌬️
Plus a charted review of the macro crosscurrents 🔀
Sep 27
•
Sam Ro, CFA
20
2
A timely stock market lesson from the 1960s 📖
An incredibly challenging period that saw stocks go higher 📈
Sep 21
•
Sam Ro, CFA
46
‘Exposure therapy’ for investors 🕷️
Plus a charted review of the macro crosscurrents 🔀
Sep 20
•
Sam Ro, CFA
39
Most stock-picking pros have been underperforming this year's rollercoaster ride higher 🫤
New data confirms this persistent trend 📊
Sep 17
•
Sam Ro, CFA
13
Is a higher earnings bar really harder to clear? 📏
Plus a charted review of the macro crosscurrents 🔀
Sep 13
•
Sam Ro, CFA
27
Why the interest rate ‘bark’ has been worse than its ‘bite’ 🐶
Borrowers are “well positioned to absorb higher rates” ... for now 💵
Sep 10
•
Sam Ro, CFA
10
12 stock market charts that caught my attention 📊📈
Some bullish. Some less so. 🤔
Sep 2
•
Sam Ro, CFA
33
1
A note on the equity risk premium with help from TKer's newsletter archive 🔍
The shrinking ERP might signal something. It might signal nothing. 🤷🏻♂️
Aug 18
•
Sam Ro, CFA
21
24 quick thoughts on the markets and the economy 📋
Plus a charted review of the macro crosscurrents 🔀
Aug 16
•
Sam Ro, CFA
38
3
The stock market may already be adjusting to a future with slower earnings growth 🤔
Even as stock prices rally to new highs 📊
Aug 14
•
Sam Ro, CFA
48
Seek more context when you hear these popular words and phrases about markets 📜
Plus a charted review of the macro crosscurrents 🔀
Aug 9
•
Sam Ro, CFA
49
5
The No. 1 reason why I look forward to earnings season 🏆
Every three months, many debates about macro are put to rest 👀
Aug 6
•
Sam Ro, CFA
25
3
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