TKer by Sam Ro

Home
Notes 📝
10 Truths About The Market 📈
9 Reasons For Optimism 💪
The Goldilocks Soft Landing S…
Award Winner 🏆
Archive
About
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 🤨
 • 
Sam Ro, CFA
1
Don't underestimate the American consumer 🛍️
Plus a charted review of the macro crosscurrents 🔀
4
Why Warren Buffett ignores economic forecasts 🙉
And how TKer thinks about them 🤔
 • 
Sam Ro, CFA
1
Most Popular
View all
10 truths about the stock market 📈
 • Sam Ro, CFA
2
9 reasons to be optimistic about the economy and markets 💪
 • Sam Ro, CFA
5
You can make any piece of data look bad if you try 🔄
 • Sam Ro, CFA
7
Wall Street's 2023 outlook for stocks 🔭
 • Sam Ro, CFA
Most pros can't beat the market 🥊
 • Sam Ro, CFA
New
Top
Community
The sobering stats behind 'past performance is no guarantee of future results' 📊
Winning fund managers rarely keep winning 📉
3
The good kind of deteriorating labor market 👍
All of the right metrics are cooling in a 'bad news is good news' way 🤷🏻‍♂️
 • 
Sam Ro, CFA
What Fed Chair Powell said about the relationship between profit margins and inflation 💸
Inflation has yet to cool as profit margins hold up 🤨
 • 
Sam Ro, CFA
6
How to become one of Wall Street’s most accurate analysts in one step 🧮
Exploit a surprisingly consistent pattern during earnings season 🤯
 • 
Sam Ro, CFA
A hard truth about many of these mass-layoff announcements 😔
For publicly traded companies, nothing is more important than earnings growth 💸
 • 
Sam Ro, CFA
2
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 🤔
 • 
Sam Ro, CFA
1
Stock market snooze fest 💤
At least 8 major market narratives haven't changed much 📰
 • 
Sam Ro, CFA
Less-than-disastrous updates on the banking situation 🤷🏻‍♂️
Plus a charted review of the macro crosscurrents 🔀
The state of the economy in one sentence 📝
Economy good, sentiment bad 🤷🏻‍♂️
 • 
Sam Ro, CFA
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.
Recommendations
View all 16
CalculatedRisk Newsletter
CalculatedRisk NewsletterCalculatedRisk by Bill McBride
The Transcript
The TranscriptThe Transcript
TSOH Investment Research Service
TSOH Investment Research ServiceThe Science of Hitting
The Sandbox Daily
The Sandbox DailyBlake B. Millard
Numlock News
Numlock NewsWalter Hickey
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

AboutArchiveRecommendationsSitemap
© 2023 Samuel Ro
Privacy ∙ Terms ∙ Collection notice
Start WritingGet the app
Substack is the home for great writing