Yahoo Finance

Sam Ro

Contributor

Sam Ro is the author of TKer.co. He was previously managing editor at Yahoo Finance and a deputy editor at Business Insider, where he led the site’s coverage of global markets. He is a CFA charterholder.

When economic data quality deteriorates: Two thoughts for investors

Everyone relies on data differently depending on their goals and interests, which means the implications of data quality varies depending on who’s using it.

5 days ago
Commentary: Identifying winning stocks is hard. Holding winning stocks is a nightmare.

It turns out that the stocks offering the best returns for investors historically experienced incredibly painful max drawdowns (i.e. percentage declines from a price peak to a trough).

12 days ago
Why you can’t keep the US economy and stock market down for very long

One of the benefits of aging as an investor is that you accumulate invaluable experience and perspective by living through a lot of very bad economic and financial market events.

26 days ago
How much inventory did companies actually build ahead of tariffs?

A big economic question right now: To what degree does today’s economic activity reflect a pull forward of purchases that would’ve occurred further down the road?

last month
Warren Buffett: 'The long-term trend is up'

Warren Buffett, CEO of Berkshire Hathaway, remains bullish on the long run. At the same time, he acknowledges that people will continue to be distracted by short-term market moves, which will continue to be unpredictable.

last month
The confusing state of the economy

We’ll only know with the benefit of hindsight whether or not we’re in a recession or going into a recession.

last month
How to think about earnings estimates during volatile times

With calendar year estimates, what was once a discussion about future earnings can quickly become a discussion about past earnings.

last month
Put the P/E ratio in timeout for now

Assuming tariffs are negative for earnings — which is what everyone assumes — this means the E is being distorted higher by stale estimates.

last month
Why it's impossible to know what will happen next

While everyone agrees that the announced tariffs are negative at least in the near-term, the range of potential outcomes is very wide and impossible to define precisely. Not only are the indirect effects hard to capture, the uncertainty is heightened by the possibility that at least some of the tariffs are short-lived or negotiated lower.

2 months ago
How investors can trick their 'big dumb lizard brain'

In some ways, investing is like dieting: For many people, attempting to cut out junk food entirely just doesn’t work.

2 months ago

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Sam Ro

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When economic data quality deteriorates: Two thoughts for investors

Commentary: Identifying winning stocks is hard. Holding winning stocks is a nightmare.

Why you can’t keep the US economy and stock market down for very long

How much inventory did companies actually build ahead of tariffs?

Warren Buffett: 'The long-term trend is up'

The confusing state of the economy

How to think about earnings estimates during volatile times

Put the P/E ratio in timeout for now

Why it's impossible to know what will happen next

How investors can trick their 'big dumb lizard brain'