📈 TKer by Sam Ro
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Is it bad when economic data gets revised down?🤔
For stock market investors, it might actually be a good sign 🤯
Aug 27
•
Sam Ro, CFA
14
A note on the equity risk premium with help from TKer's newsletter archive 🔍
The shrinking ERP might signal something. It might signal nothing. 🤷🏻♂️
Aug 18
•
Sam Ro, CFA
18
24 quick thoughts on the markets and the economy 📋
Plus a charted review of the macro crosscurrents 🔀
Aug 16
•
Sam Ro, CFA
38
3
The stock market may already be adjusting to a future with slower earnings growth 🤔
Even as stock prices rally to new highs 📊
Aug 14
•
Sam Ro, CFA
47
Seek more context when you hear these popular words and phrases about markets 📜
Plus a charted review of the macro crosscurrents 🔀
Aug 9
•
Sam Ro, CFA
49
5
The No. 1 reason why I look forward to earnings season 🏆
Every three months, many debates about macro are put to rest 👀
Aug 6
•
Sam Ro, CFA
25
3
3 brilliant quotes on the challenge of valuing companies 🧐
Plus a charted review of the macro crosscurrents 🔀
Aug 2
•
Sam Ro, CFA
57
5
July 2026
Profit margins are still going up 📈
The most surprising business story of the past five years persists 💪
Jul 27
•
Sam Ro, CFA
16
3
4 cynical things I think that are arguably bullish for stocks😞
Plus a charted review of the macro crosscurrents 🔀
Jul 26
•
Sam Ro, CFA
62
4
A sneak preview of Wall Street's outlook for stocks in 2027 🔭
Is 2027 the year we get average returns? 📈
Jul 22
•
Sam Ro, CFA
25
3
Known worries and unknown unknowns 😬
Plus a charted review of the macro crosscurrents 🔀
Jul 19
•
Sam Ro, CFA
64
2
A brief 9-point guide to how everything affects earnings 📋
TKer's crash course on connecting news to the income statement 🧮🤓
Jul 13
•
Sam Ro, CFA
49
1
2
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