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Articles by Sam Ro

The Stock Market Is Not The Economy

The Stock Market Is Not The Economy

Sure, the stock market is more like the economy than it’s like… a banana. But in the context of a nuanced discussion of finance and macroeconomics, the stock market is not the economy. Ritholtz Wealth Management’s

Is The Massive And Growing Investment In AI Infrastructure Worth It?

Is The Massive And Growing Investment In AI Infrastructure Worth It?

Eminent financial writer Sam Ro explores a key question - Is the massive and growing investment in AI infrastructure worth it?

'Exposure Therapy’ For Investors

'Exposure Therapy’ For Investors

The stock market falls almost every other day. Often, you’ll see the market slide a percent or two in a given week. Sometimes, those modest declines turn into 5% pullbacks. Occasionally, those pullbacks will

Is A Higher Earnings Bar Really Harder To Clear?

Is A Higher Earnings Bar Really Harder To Clear?

Ahead of quarterly earnings season, analysts have typically revised their earnings estimates lower. Why does that happen? The theory goes something like this: Analysts initially publish estimates that are a bit rosy,

24 Quick Thoughts On The Markets And Economy

24 Quick Thoughts On The Markets And Economy

The economy is doing pretty well, earnings growth is great, and the stock market just set new all-time highs. In recent weeks and months, much of the major news we’ve gotten has been consistent with ongoing market

Seek More Context When You Hear These Popular Words And Phrases About Markets

Seek More Context When You Hear These Popular Words And Phrases About Markets

Words and phrases can help us communicate with each other quickly and efficiently. But for some important matters, a single word or phrase can be a little too imprecise and ambiguous, leading some to make incorrect

Aswath Damodaran's 3 Brilliant Quotes On The Challenge Of Valuing Companies

Aswath Damodaran's 3 Brilliant Quotes On The Challenge Of Valuing Companies

In a podcast taped in June, Sparkline Capital’s Kai Wu spoke with NYU Professor Aswath Damodaran about SpaceX and how to value such a company. At the time, Damodaran, aka "The Dean of Valuation," had

4 Cynical Things I Think Are Arguably Bullish For Stocks

4 Cynical Things I Think Are Arguably Bullish For Stocks

I’ve earned a reputation for being an optimist because I often say that the stock market usually goes up. But just because I think the stock market is likely to trend higher in the long run doesn’t mean that I think

Known Worries And Unknown Unknowns

Known Worries And Unknown Unknowns

There are two main types of risk. There are well-known risks that are at least somewhat priced into the markets. They are the lingering fears that are covered regularly in the news and surfaced in surveys. As long as

Is It Easier To Become A Stock Picker In A Stock Picker's Market?

Is It Easier To Become A Stock Picker In A Stock Picker's Market?

A few charts I saw recently had me thinking about the challenge of trading individual stocks to generate above-average returns. The first chart came from Citadel’s Scott Rubner. It shows the correlations among

Burying Your Head In The Sand Works For Some Investors, But It's Not The Best Advice

Burying Your Head In The Sand Works For Some Investors, But It's Not The Best Advice

History tells us the stock market usually goes up regardless of which party occupies the White House. It also shows that the market usually quickly looks past geopolitical shocks like the start of a war. Similarly, the

Maybe It's Time To Rethink How The S&P 500 Is constructed

Maybe It's Time To Rethink How The S&P 500 Is constructed

Award-winning financial writer Sam Ro says, it's a bit odd to exclude SpaceX from the S&P 500, which is intended to reflect the broad market.

Companies Are Cashing In On Consumers' Unwillingness To Bargain Shop

Companies Are Cashing In On Consumers' Unwillingness To Bargain Shop

Award-winning Financial writer Sam Ro says "this contradiction helps explain why, despite poor vibes, the economy continues to grow, profit margins continue to expand, and corporate earnings continue to rise."

What You Think Should Happen Doesn't Always Happen In Real Life

What You Think Should Happen Doesn't Always Happen In Real Life

An Early Sneak Peek At Wall Street's 2028 Outlook

An Early Sneak Peek At Wall Street's 2028 Outlook

The Market Waits For No One

The Market Waits For No One

Why I Sometimes Tell Myself Average Returns Are A Mirage

Why I Sometimes Tell Myself Average Returns Are A Mirage

Bizarre Moment At Berkshire's Annual Meeting Spotlights Cyber Risk

Bizarre Moment At Berkshire's Annual Meeting Spotlights Cyber Risk

Apple After Cook, And Allbirds After Shoes...

Apple After Cook, And Allbirds After Shoes...

Eminent Financial Writer Sam Ro On Investing: I Took No Pleasure In That

Eminent Financial Writer Sam Ro On Investing: I Took No Pleasure In That

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