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The negative earnings pattern that's not necessarily bad for the stock market 📉
When something 'typically' happens, it's probably expected and priced in 🤔
Aug 19
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Sam Ro, CFA
8
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The negative earnings pattern that's not necessarily bad for the stock market 📉
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What's the bottom line? 📝
Plus a charted review of the macro crosscurrents 🔀
Aug 17
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Sam Ro, CFA
19
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What's the bottom line? 📝
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Making sense of why stocks rally as the economy gets worse 🔀
We may have already paid for the next downturn 🤔
Aug 14
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Sam Ro, CFA
12
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Making sense of why stocks rally as the economy gets worse 🔀
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A sneak preview of Wall Street's outlook for 2026 🔭
Strategists see the S&P 500 climbing to 6,800, 6,900, 7,000, or 7,250 📈
Aug 11
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Sam Ro, CFA
17
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A sneak preview of Wall Street's outlook for 2026 🔭
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Like the stock market, the jobs market has a history of adapting to destructive tech 🤖
Long-term growth always comes with a lot of short-term volatility 😥
Jul 29
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Sam Ro, CFA
9
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Like the stock market, the jobs market has a history of adapting to destructive tech 🤖
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That time people freaked out about the CAPE ratio 10 years ago 😱
CAPE was high in 2015, and yet it was followed by double-digit annual returns 📈
Jul 23
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Sam Ro, CFA
13
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That time people freaked out about the CAPE ratio 10 years ago 😱
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Where in the world do S&P 500 companies do business? 🗺️
Taking a closer look at the U.S. stock market's standing in the world 🌎
Jul 16
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Sam Ro, CFA
10
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📈 TKer by Sam Ro
Where in the world do S&P 500 companies do business? 🗺️
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2
15 charts to consider with the stock market at record highs 📊📈
Updates from Q2 earnings season could spark volatility 💥
Jul 14
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Sam Ro, CFA
16
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📈 TKer by Sam Ro
15 charts to consider with the stock market at record highs 📊📈
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Checking in on the unluckiest market timer I know 🍀
Plus a charted review of the macro crosscurrents 🔀
Jul 13
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Sam Ro, CFA
15
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Checking in on the unluckiest market timer I know 🍀
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Two bullish business stories from the tumultuous Q2 🐂
Delta Air Lines and Levi Strauss offer hope for investors 👍
Jul 11
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Sam Ro, CFA
14
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Two bullish business stories from the tumultuous Q2 🐂
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It remains 'dangerous' to underestimate Corporate America ⚠️
'The U.S. isn't exceptional, but Corporate America might be,' BofA said 🇺🇸
Jul 8
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Sam Ro, CFA
8
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It remains 'dangerous' to underestimate Corporate America ⚠️
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What the falling U.S. dollar could mean for stocks 💸
A potential tailwind for multinational U.S.-based corporations 💨
Jul 2
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Sam Ro, CFA
6
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📈 TKer by Sam Ro
What the falling U.S. dollar could mean for stocks 💸
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