📈 TKer by Sam Ro

📈 TKer by Sam Ro

Home
10 Truths 📈
Must Reads 🚨
Stock Market 📈
Economy 🌎
Award! 🏆
Archive
Leaderboard
About
Most Popular
View all
It's too ambiguous to just say 'the economy' 🤦🏻‍♂️
It's become necessary to qualify what you're talking about 🤔
 • Sam Ro, CFA
Goldman Sachs: 'We cannot emphasize enough that valuation metrics are NOT historically mean reverting' 🤯
Just because you can calculate an average doesn't mean it'll have a gravitational pull🤦‍♂️
 • Sam Ro, CFA
2026 could be crappy for the stock market, and that would be normal 📉
Most years are volatile, and sometimes we close lower 🤷🏻‍♂️
 • Sam Ro, CFA
The crummy labor market is yielding a 'tenure dividend' for corporations 💰
The economy isn't working for everyone, but it's working for the stock market 📈
 • Sam Ro, CFA
Mind the gap between GAAP and non-GAAP earnings ⚠️
It's not as simple as saying that non-GAAP accounting is bad 🧮
 • Sam Ro, CFA
The cost of American exceptionalism 🇺🇸
U.S. workers don't have much leverage, which is good news for corporate profits 📈
 • Sam Ro, CFA
Economic data can often be both 'worse' and 'good' 🌦️
Plus a charted review of the macro crosscurrents 🔀
 • Sam Ro, CFA
We're learning more about who's winning and losing in the AI revolution 🤖
Plus a charted review of the macro crosscurrents 🔀
 • Sam Ro, CFA
What comes after the bubble could be electrifying ⚡️
Plus a charted review of the macro crosscurrents 🔀
 • Sam Ro, CFA
📈 TKer by Sam Ro
📈 TKer by Sam Ro
The stock market usually goes up. News, data, and insights without the noise. For long-term investors with limited free time.
Recommendations
View all 21
CalculatedRisk Newsletter
CalculatedRisk Newsletter
CalculatedRisk by Bill McBride
PETITION
PETITION
PETITION LLC
Numlock News
Numlock News
Walter Hickey
Apricitas Economics
Apricitas Economics
Joseph Politano
The Transcript
The Transcript
The Transcript
Catch Up!
The stat explaining why the stock market gets so much negative news coverage 📺
How capitalism will keep AI from destroying the things we love 🤖
A better way of thinking about Wall Street's year-end price targets 🗺️
The S&P 500 experiences a ton of turnover 🔀
4 different ways of looking at the exact same economy 🪖👒🎩🧢
Why permabears seem right even when they're wrong 🐻
10 truths about the stock market 📈

📈 TKer by Sam Ro

AboutArchiveRecommendationsSitemap
© 2026 Samuel Ro · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture