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Struggling to make sense of Big Tech's $600 billion bet on AI? Here's a metric to watch ๐
A crash course in depreciation and accrual accounting ๐งพ
Feb 10
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Sam Ro, CFA
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We're learning more about who's winning and losing in the AI revolution ๐ค
Plus a charted review of the macro crosscurrents ๐
Feb 8
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Sam Ro, CFA
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What comes after the bubble could be electrifying โก๏ธ
Plus a charted review of the macro crosscurrents ๐
Feb 1
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Sam Ro, CFA
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If you hate inflation, then you'll love stocks ๐
Plus a charted review of the macro crosscurrents ๐
Jan 25
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Sam Ro, CFA
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Goldman Sachs: 'We cannot emphasize enough that valuation metrics are NOT historically mean reverting' ๐คฏ
Just because you can calculate an average doesn't mean it'll have a gravitational pull๐คฆโโ๏ธ
Jan 16
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Sam Ro, CFA
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2026 could be crappy for the stock market, and that would be normal ๐
Most years are volatile, and sometimes we close lower ๐คท๐ปโโ๏ธ
Jan 14
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Sam Ro, CFA
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There's a lot of turnover in the S&P 500 ๐
Plus a charted review of the macro crosscurrents ๐
Jan 11
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Sam Ro, CFA
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27 charts to consider as we look forward in the stock market ๐๐๐
An illustrated guide to what's behind Wall Streetโs forecasts ๐
Jan 5
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Sam Ro, CFA
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It's not bearish when the stock market's leaders fall behind ๐
Narratives will change, and the market still goes higher ๐
Jan 1
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Sam Ro, CFA
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8 stock market stats I'm thinking about as we enter a new year ๐
The stock market usually goes up, but returns will vary greatly ๐
Dec 27, 2025
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Sam Ro, CFA
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When last place is still pretty great ๐คจ
'Nearly all major equity markets have outperformed the U.S. in 2025' ๐คท๐ปโโ๏ธ
Dec 19, 2025
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Sam Ro, CFA
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The hot debate in the stock market going into 2026 โ๏ธ
The valuation bulls get some company ๐
Dec 17, 2025
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Sam Ro, CFA
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