Archive - 📈 TKer by Sam Ro

What does the negative GDP report really tell us? 🤔

A few thoughts regarding an ambiguous headline metric 🇺🇸

7 hrs ago •

Market forecasters face a 'garbage in, garbage out' problem 🗑️

Valuation models are extremely sensitive to inputs that are unusually hard to predict right now 🧮

Apr 29 •

CHART: The confusing state of the economy 📊

Plus a charted review of the macro crosscurrents 🔀

Apr 27 •

19 charts to consider as markets swing wildly 📈📊📉

It doesn't look great out there. But it's not all bad! 😬

Apr 23 •

Corporate America's perspective in 3 quotes ☎️

Execs on the frontlines articulate how they're thinking about the future 😬

Apr 21 •

Making sense of seemingly conflicting statements about earnings estimates 📊

Plus a charted review of the macro crosscurrents 🔀

Apr 20 •

The stock market's awesome days occur near awful days 📊

A chart with remarkable symmetry 👯‍♀️

Apr 18 •

TKer subscription pricing update 🚨

Existing paid subscribers won't be affected by the new rate 👍

Apr 16 •

We're gonna get ambiguous signals in the economic data 😵‍💫

Tariff talk is messing up economic activity in conflicting ways 🫠

Apr 15 •

How companies can be helpful if they decide to yank guidance 🫣

Management could pull back the curtain on a few things 🤔

Apr 14 •

Put the P/E ratio in timeout for now 🙈

Plus a charted review of the macro crosscurrents 🔀

Apr 13 •

The unsettling update we should brace for during earnings season 😬

Will companies yank guidance? 🗺️

Apr 8 •

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