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A note on the equity risk premium with help from TKer's newsletter archive 🔍
The shrinking ERP might signal something. It might signal nothing. 🤷🏻♂️
6 hrs ago
•
Sam Ro, CFA
11
24 quick thoughts on the markets and the economy 📋
Plus a charted review of the macro crosscurrents 🔀
Aug 16
•
Sam Ro, CFA
26
2
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
46
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
3 brilliant quotes on the challenge of valuing companies 🧐
Plus a charted review of the macro crosscurrents 🔀
Aug 2
•
Sam Ro, CFA
57
5
Profit margins are still going up 📈
The most surprising business story of the past five years persists 💪
Jul 27
•
Sam Ro, CFA
16
3
A sneak preview of Wall Street's outlook for stocks in 2027 🔭
Is 2027 the year we get average returns? 📈
Jul 22
•
Sam Ro, CFA
24
3
Known worries and unknown unknowns 😬
Plus a charted review of the macro crosscurrents 🔀
Jul 19
•
Sam Ro, CFA
63
2
Is it easier to become a stock picker in a stock picker's market?🕵
Plus a charted review of the macro crosscurrents 🔀
Jul 12
•
Sam Ro, CFA
23
4
3 ways the U.S. stock market is and isn't like the rest of the world 🌎
Key facts for understanding global investing 🌍
Jul 6
•
Sam Ro, CFA
45
3
The first half of 2026 confirmed a valuable stock market lesson 🤔
Leaders can lag as the stock market goes up 🆙
Jul 1
•
Sam Ro, CFA
42
1
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