Sam Ro 📈

Stocks usually go up most of the time. That's 100% true.

MJ keeps on winning.

The forward 12-month P/E ratio for $SPX is 20.3, which is above the 5-year average (20.0) and above the 10-year average (18.9). #earnings, #earningsinsight, bit.ly/4lF9Y8j

@RenMacLLC I’m old enough to remember when people would argue for rate hikes because it’d give the Fed more room for rate cuts

@SamRo Escalate to deescalate.

"The risk of a hike might be rising but the risks of lots of cuts is rising too." - UBS

GOLDMAN: “We upgrade our price forecast for two reasons. First, we now assume that Hormuz flows remain at only 5% of normal levels for a longer 6-week period before a gradual 1-month recovery. Second, a recognition of the risks from the high concentration of production and spare capacity is likely to lead to structurally higher strategic stockpiling and long-dated prices. … We now expect 2026 averages for Brent of $85 (vs. $77 prior) and $79 for WTI (vs. $72).”

Stock futures down 0.6%

Brent crude opens $3.50/bbl higher at more than $113

Planned Flyovers: Three F-18 aircrafts will fly @ 2,500 ft over the Hudson River at 11AM on 3/23. Multilingual & ASL Link: on.nyc.gov/1kdjT4y

Social Hour is almost here! 🍻 🍷 Pumped to be joined by @FrankCappelleri and @SamRo this Friday. Sign up 👇 👇 👇 youtube.com/live/hIL7lsZ7v…

I need to use plantir For like a hr!!!

“President Donald Trump has suggested that he is getting ready to declare victory. However, the Iranians have been at war with the US and Israel for 47 years and are showing no signs of ending it.”

If you think things are bad now, just keep in mind that they could get much worse 📉, by @SamRo open.substack.com/pub/samro/p/st…

Even better. Getting hit with the paywall when you're already signed in!

They've been doing what with the cash?

WSJ lighting up half of LinkedIn

BIS official and noted Odd Lots guest

Seeing lots of videos circulating about long TSA lines. What strikes me is how civil everyone is.

Not the Treasury stationary!

New Yorkers are out dining al fresco. We’re back

I didn't know about the spike in crude prices during the Civil War

"It’s perhaps no coincidence that low-float IPOs tend to perform poorly in their early years. Since 1980, there have been 11 firms that went public with a sub-5% float and inflation-adjusted annual sales of at least $100 million. All but one trailed the market in their first three years, according to data compiled by University of Florida finance professor Jay Ritter. He attributes the underperformance to what he calls 'scarcity value' that tends to amplify initial over-pricing."