Author

@SamRo SamRo

CFA financial journalist curating sell-side macro into a calm, earnings-driven bull narrative

Aggregates and editorializes the best sell-side research, ma

trader score
+0.34
hit rate
57%
mean α
+0.52%
signals 14d
20

Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY.

Their picks, scored

Across their last 7 scored bets: 57% hit rate, +0.52% mean alpha, trader score +0.34. Their last-14d mentions, direction-adjusted, have moved +1.5% since posting (mean over 4 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-10-16TSLA@SamRo+0.10Reports Tesla trading higher this morning+4.9%
2026-10-16·@SamRo·Frames wealth transfer as primarily occurring between older generations·
2026-10-16·@SamRo·Cites historical equity performance during high-inflation periods·
2026-10-15·@SamRo·Reports September retail-sales growth and category-level changes·
2026-10-14·@SamRo·Observes that stocks are down substantially during the session.·
2026-10-14·@SamRo·Reports a 7.6% increase in admission prices for sporting events.·
2026-10-14·@SamRo·Reports a 12.7% decline in prices for video discs and other media.·
2026-10-14·@SamRo·Reports a 4.2% increase in toy prices.·
2026-10-14·@SamRo·Reports gasoline price increases of 7.1% to 9.5% across grades.·
2026-10-14·@SamRo·Reports a 4% increase in prices for frozen and refrigerated bakery products.·
2026-10-13AXP@SamRo+0.30Reports a positive American Express customer-service and app experience.+1.1%
2026-10-13JPM@SamRo+0.40JPMorgan shares are up 1.4%.+0.0%
2026-10-13JPM@SamRo+0.00JPMorgan CEO describes strong spending and investment but warns about fiscal, inflation, rate and geopolitical risks.+0.0%
2026-10-09·@SamRo·Reports broad declines in University of Michigan sentiment since January.·
2026-10-08SPX@SamRo+0.60Deutsche Bank says the S&P 500 rose around 21 of the past 23 midterm elections.·

Grade is our human read-worthiness rating; trader score is a rolling 20-bet hit-rate/alpha composite — different things, often disagreeing. “Since then” is direction-unaware in the table; the summary line above adjusts for which way they leaned.