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

Most popular

See all popular

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

Most popular

See all popular

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.

Recommendations View all 16

The Sandbox Daily

Blake B. Millard

Compounding Quality

Compounding Quality

Daily Chartbook

Daily Chartbook

Stephanie Kelton

CalculatedRisk Newsletter

CalculatedRisk by Bill McBride

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 🥶

Stocks get added and removed from the S&P 500 frequently

Big stock market sell-offs are normal

TKer by Sam Ro

About Archive Recommendations Sitemap