📈 TKer by Sam Ro
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What the falling U.S. dollar could mean for stocks 💸
A potential tailwind for multinational U.S.-based corporations 💨
9 hrs ago
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Sam Ro, CFA
2
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What the falling U.S. dollar could mean for stocks 💸
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June 2025
Globalization has been great for U.S. corporate profit margins 🌎
Plus a charted review of the macro crosscurrents 🔀
Jun 29
•
Sam Ro, CFA
8
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Globalization has been great for U.S. corporate profit margins 🌎
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STOCK MARKET ALL-TIME HIGH! 🎉📈
For the first time in four months 🍾
Jun 27
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Sam Ro, CFA
9
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STOCK MARKET ALL-TIME HIGH! 🎉📈
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Mind the gap between GAAP and non-GAAP earnings ⚠️
It's not as simple as saying that non-GAAP accounting is bad 🧮
Jun 24
•
Sam Ro, CFA
11
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Mind the gap between GAAP and non-GAAP earnings ⚠️
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Does it always make sense to think of a 20% decline in your portfolio as a loss? 🤨
Plus a charted review of the macro crosscurrents 🔀
Jun 22
•
Sam Ro, CFA
10
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Does it always make sense to think of a 20% decline in your portfolio as a loss? 🤨
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Stocks usually look past geopolitical events, but they shouldn't be ignored 🫣
Staying invested doesn't mean dismissing the risk of things getting worse 🤔
Jun 16
•
Sam Ro, CFA
5
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Stocks usually look past geopolitical events, but they shouldn't be ignored 🫣
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2
Sometimes, the best business decision is to change businesses 💔
Plus a charted review of the macro crosscurrents 🔀
Jun 15
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Sam Ro, CFA
18
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Sometimes, the best business decision is to change businesses 💔
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3
This year's historic stock market swing brings attention to an unsettling trend 🎢
Volatility shocks are more common 🛬
Jun 11
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Sam Ro, CFA
10
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📈 TKer by Sam Ro
This year's historic stock market swing brings attention to an unsettling trend 🎢
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Economic data quality deteriorates — 2 thoughts for investors 🧮
Plus a charted review of the macro crosscurrents 🔀
Jun 8
•
Sam Ro, CFA
20
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📈 TKer by Sam Ro
Economic data quality deteriorates — 2 thoughts for investors 🧮
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1
On TACO trades, stock market vigilantes, Trump puts ... whatever you wanna call it 🌮
There's a limit to what the investor class will tolerate 🛑
Jun 3
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Sam Ro, CFA
10
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📈 TKer by Sam Ro
On TACO trades, stock market vigilantes, Trump puts ... whatever you wanna call it 🌮
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2
Why elevated interest rates aren't a big problem for the stock market 🤨
Four observations addressing investor concerns 👍
Jun 2
•
Sam Ro, CFA
12
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Why elevated interest rates aren't a big problem for the stock market 🤨
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Identifying winning stocks is hard. Holding winning stocks is a nightmare. 🫠
Plus a charted review of the macro crosscurrents 🔀
Jun 1
•
Sam Ro, CFA
27
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📈 TKer by Sam Ro
Identifying winning stocks is hard. Holding winning stocks is a nightmare. 🫠
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2
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