TKer by Sam Ro | Sam Ro, CFA | Substack

Plus a charted review of the macro crosscurrents 🔀

Mar 19

Why are companies still charging high prices for stuff? 🤨

Mar 10

Arguably the better of two bad options ⚖️

Mar 20

'Over time, it takes just a few winners to work wonders' 🧐

Feb 27

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Let's talk about GAAP earnings, non-GAAP earnings, and operating cash flow 🧐

Mar 1

A single trading session won't tell you anything reliable when new risks emerge ✋

Mar 16

It may or may not be a bigger deal than what markets are pricing in 🤞

Mar 14

Plus a brief note on Silicon Valley Bank, and a charted review of the macro crosscurrents 🔀

Mar 12

Many thanks to the subscribers! 👏

Mar 9

New data confirms this persistent trend 📊

Mar 7

Economic data is 'stronger than expected,' so interest rates will likely go 'higher than previously anticipated' 👎

Mar 7

Plus a charted review of the macro crosscurrents 🔀

Mar 5

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TKer by Sam Ro

Telling the story of how the stock market usually goes up. News, data, and insights informing longer term themes in the markets and the economy.

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10 truths about the stock market 📈

The complicated mess of the markets and economy, explained 🧩

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The U.S. housing market has gone cold 🥶

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TKer by Sam Ro

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