TKer by Sam Ro | Sam Ro, CFA | Substack

It's not too early to talk about 2025 🗓️

Remember: Stocks discount the future 🤔

3 hr ago •

Let's not lose our minds over one month's economic data 😵‍💫

Plus a charted review of the macro crosscurrents 🔀

Jun 4

The simplest explanation for why stocks are up 📈

Earnings forecast revisions are all moving favorably 📈

Jun 2 •

Most Popular

10 truths about the stock market 📈

Oct 15, 2021 • Sam Ro, CFA

Wall Street's 2023 outlook for stocks 🔭

Dec 4, 2022 • Sam Ro, CFA

9 reasons to be optimistic about the economy and markets 💪

Jan 4 • Sam Ro, CFA

You can make any piece of data look bad if you try 🔄

Aug 14, 2022 • Sam Ro, CFA

Most pros can't beat the market 🥊

Sep 15, 2022 • Sam Ro, CFA

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Top

Community

Publicly traded companies are not charities 💸

It is 'dangerous' to underestimate Corporate America's ruthless pursuit of profits ⚠️

May 30 •

The 'discipline & courage' to be bullish when everyone else is bearish 🐂

BofA just raised its S&P 500 target, and it reminds me of a bold call they made in 2011 🤨

May 22 •

Why Warren Buffett ignores economic forecasts 🙉

And how TKer thinks about them 🤔

May 18 •

What Fed Chair Powell said about the relationship between profit margins and inflation 💸

Inflation has yet to cool as profit margins hold up 🤨

May 4 •

How to become one of Wall Street’s most accurate analysts in one step 🧮

Exploit a surprisingly consistent pattern during earnings season 🤯

May 1 •

The glass-half-full view of what could be the next recession 🥃

The underlying fundamentals of the economy are very strong right now. It would have to get much worse for thing to go from good to bad 🤔

Apr 20 •

Don't underestimate the American consumer 🛍️

Plus a charted review of the macro crosscurrents 🔀

May 21

Stock market snooze fest 💤

At least 8 major market narratives haven't changed much 📰

May 17 •

Less-than-disastrous updates on the banking situation 🤷🏻‍♂️

Plus a charted review of the macro crosscurrents 🔀

May 14

TKer by Sam Ro

TKer by Sam Ro

Telling the story of how the stock market usually goes up. News, data, and insights for long-term investors. If you're exposed to stocks, this is for you.

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Catch Up!

10 truths about the stock market 📈

The complicated mess of the markets and economy, explained 🧩

9 gloomy market observations that miss the point 🙃

The U.S. housing market has gone cold 🥶

Beware alarming business stories that get a lot of news coverage 🗞️

Your guide to 'good news is bad news' and 'bad news is good news' 🙃

The makeup of the S&P 500 is constantly changing 🔀

TKer by Sam Ro

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