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A few thoughts on the call to end quarterly earnings reports... 🤔
Some pros, some cons, some irony ⚖️
Sep 15
•
Sam Ro, CFA
8
1
17 charts to consider as stocks rally and the economy cools 📉📊📈
Plus a charted review of the macro crosscurrents 🔀
Sep 14
•
Sam Ro, CFA
24
1
Why I'm not losing sleep as the U.S. stock market underperforms the rest of the world 🌎
Underperformance doesn't mean weak returns 📊
Sep 5
•
Sam Ro, CFA
40
Most stock-picking pros have been underperforming this year's market rally 🫤
New data confirms this persistent trend 📊
Sep 4
•
Sam Ro, CFA
12
The stock market and the economy are diverging 📊
The S&P 500's fundamentals are outperforming 📈
Aug 27
•
Sam Ro, CFA
14
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
•
Sam Ro, CFA
8
What's the bottom line? 📝
Plus a charted review of the macro crosscurrents 🔀
Aug 17
•
Sam Ro, CFA
20
Making sense of why stocks rally as the economy gets worse 🔀
We may have already paid for the next downturn 🤔
Aug 14
•
Sam Ro, CFA
12
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
•
Sam Ro, CFA
17
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
•
Sam Ro, CFA
9
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
•
Sam Ro, CFA
13
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
•
Sam Ro, CFA
10
2
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