Luis Roman Luis Roman

Halloween, Extra Innings, and a First Issue

A Weekend to Remember

That was an exciting weekend! 🎃⚾📰
Halloween. The World Series. And the first issue of Transcending Wealth Monthly.

Let’s start with Halloween…

I’m still not ready to post photos of myself in costume here on LinkedIn.
(Yes, I know — the lines between Facebook and LinkedIn keep blurring. I’m working on it 😅.)

From Bed to the Ballpark

Then came the World Series.

You couldn’t pay me enough these days to sit through a full baseball game.
But last week, I made the mistake of checking the score of Game 3 — Dodgers vs. Blue Jays — from bed. Big mistake!

Ninth inning, then tenth, then eleventh…
Next thing I know, I’m in the living room, glued to the TV, watching what turned out to be the second-longest World Series game in history — almost seven hours!

That’s the thing about sports:
you can’t help but be drawn to resilience, comebacks, and perseverance.

As a business owner, I couldn’t help but relate — the discipline to keep showing up, even after long innings.

A Different Kind of Milestone

That same energy carried into the third highlight of the weekend —
the release of Transcending Wealth Monthly, Issue No. 1.

I don’t know how good this first issue is yet…
but man, it felt great to get this baby out of the oven and share it.

It took hours of reviewing past posts, analyzing market news, and distilling what felt most relevant, timely, and insightful for clients and followers alike.
And honestly? My clients and subscribers are worth every minute of it.

Why It Matters

Because that’s what I love most about this work —
filtering through the noise to deliver clarity, context, and care in a world overflowing with information.

Transcending Wealth Monthly is more than a market update.
It’s my way of helping readers see beyond headlines — to make sense of markets, behavior, and purpose in a grounded, human way.

It’ll only get better from here — with your feedback.

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Luis Roman Luis Roman

The Meme Stock Mirage

Stories can drive prices in the short run. Fundamentals drive outcomes in the long run. Luck can feel like skill—until it doesn’t. Here’s a quick rubric I use with clients to separate narrative heat from real signal.

From 51 cents to $5 in weeks! I missed it again… damn... 👇

Opendoor’s stock just pulled off the kind of rally that makes headlines, making some investors feel like geniuses, and others like failures. Here’s what happened:

A hedge fund manager stood outside Drake’s house with a sign. Retail traders swarmed in. The stock rallied 10x. Then, of course, a client called me: “Should I buy meme stocks? I’m afraid I’m missing out.”

So I asked: “How many hours a week would you like to spend digging into financials and market news?” She laughed: “None. I’ve got a family, a career, and a life. And honestly, I’d find that boring.”

That’s the point. If you’re going to invest in meme stocks, ask yourself:

Are you doing it based on storytelling or fundamentals?

  • Stories drive prices in the short run.

  • Fundamentals drive outcomes in the long run.

  • Luck often feels like skill until it doesn’t.

We’ve seen it before: GameStop (2021), AMC (2021), Bed Bath & Beyond (2023). Prices spiked on hype, then collapsed when the story faded. To me, investing money in rumors and social media buzz is akin to gambling. Fun sometimes, sure, but only with money you can truly afford to lose. Real investing is the opposite. It’s about building a plan that adapts when your life changes, or when the economy truly shifts, not when a meme trends. 👉 Are you building your financial portfolios on stories… or on strategy?

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