Markets, Investing, and Financial Commentary by Sam Ro
Mini bagels are never fresh at financial firm events, Sam Ro says
Sam Ro commented that at a recent asset management roundtable at a second tier financial services firm in midtown, mini bagels were served as food. Ro added that, in his view, there is no such ...
Sam Ro: UMich survey reports sentiment drop since Jan 2026 across key groups
Sam Ro reports that according to the UMich Sentiment Survey, overall sentiment has decreased unanimously since January 2026. The data suggests that Republicans, independents, and the least wealthy ...
S&P 500 posted gains in 21 of 23 midterm cycles, Sam Ro notes
Sam Ro highlights that the S&P 500 has increased in 21 out of the last 23 midterm election cycles, specifically during the period from one month before the election to two months after. This ...
Sam Ro: Lack of pre-earnings warnings may signal broad estimate beats
Sam Ro suggests that if there are no pre-earnings announcement warnings in the coming days, most companies are likely to surpass current analyst estimates, with outperformance of around 5 percent ...
Consumers continue shopping amid economic pressures, Sam Ro notes
Sam Ro observes that while consumers have expressed pessimism about the economy, largely due to rising interest rates and high gas prices, their actual behavior tells a different story. Despite ...
Sam Ro: Number of companies listed on NYSE, Nasdaq, and American Exchanges from 1926 to 2025
Sam Ro shares data on the number of companies listed on the NYSE, Nasdaq, and American Exchanges spanning the years 1926 to 2025. The information provides a historical perspective on listings ...
Goldman is now centered on shareholder interests, Sam Ro notes
Sam Ro reports that according to BofA, Goldman has become a more shareholder-focused institution since Solomon took over. The statement highlights a notable shift in the firm's priorities ...
Sam Ro: Information processing equipment drives U.S. equity market despite rate hikes
Sam Ro highlights that the sector of the economy least affected by rate hikes is information processing equipment, which he identifies as the most important driver of gains in the U.S. equity ...
CPB delivers unexpectedly complex flavor with prominent herbs, Sam Ro notes
Sam Ro shares an impression of CPB's product, highlighting its unexpectedly complex flavor profile. According to Ro, the noticeable presence of dry herbs is immediately apparent upon opening the ...
Sam Ro: Bonds played a crucial role in advancing the modern world
Sam Ro points out that bonds have been instrumental in advancing the modern world, noting that their development arose from solving significant challenges. While their earliest iterations were ...
S&P 500 earnings estimates rose sharply every quarter, Sam Ro notes
Sam Ro highlights that S&P 500 earnings per share (EPS) estimates have been sharply upgraded every quarter over the last year or so. This trend points to a sustained improvement in analyst ...
Sam Ro: 10-year yields may reach 5 percent before equity multiples fall
Sam Ro reports that during times of above-trend earnings per share growth, approximately 15 percent year-over-year, 10-year yields can rise to about 5 percent before equity multiples begin to ...
Fed event set for next week during California conference, Sam Ro notes
Sam Ro recalls that two years ago, the Federal Reserve announced its first rate cut while many financial bloggers were waiting to depart from California after attending a major conference. He ...
Sam Ro: Bloom Energy, Illumina, Everpure to join S&P 500 as Molson Coors, Trade Desk, Builders FirstSource exit
Sam Ro reports that Bloom Energy, Illumina, and Everpure are set to join the S&P 500 index, while Molson Coors, Trade Desk, and Builders FirstSource will be removed from the benchmark. The index ...
Subscription spending rises faster than overall card growth, Sam Ro notes
Sam Ro reports that consumers are increasingly embracing the subscription economy. According to Bank of America, subscription spending rose 7.7% year-over-year in July 2026, outpacing overall card ...
Sam Ro: Elevated number of S&P 500 stocks showing negative beta
Sam Ro highlights that the number of S&P 500 constituent stocks with a negative beta is currently unusually high. This observation comes via RBAdvisors, suggesting notable shifts in the risk ...
BofA credibility and Deutsche view on inflation come into focus, Sam Ro notes
Sam Ro highlights recent commentary from BofA and Deutsche regarding economic policy. BofA references Warsh and his growing credibility at the Jackson Hole event, while Deutsche draws an analogy ...
Sam Ro: 87% of S&P 500 reporters beat estimates by median 7%
Sam Ro reports that out of 454 companies, constituting 91% of the S&P 500 index, 87% have surpassed analyst estimates. The companies exceeding expectations reported a median beat of ...
Adding Wall Street context clarifies economic meaning, Sam Ro notes
Sam Ro observes that the term economy holds different meanings for different people. He suggests that specifying 'from the standpoint of Wall Street' can provide important context when ...
Sam Ro: Stock market may rise as dissatisfaction persists
Sam Ro suggests that persistent dissatisfaction among people could be a driving factor behind continued gains in the stock market. The comment implies a possible link between sentiment and market ...
Instagram NFT reel leads to scam-filled feed, Sam Ro notes
Sam Ro expresses frustration after viewing an NFT-related reel on Instagram. He reports that his feed algorithm is now flooded with similar content, which he characterizes as being dominated by ...
