📈 TKer by Sam Ro
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Mathematical context can totally change the story 🧮
Plus a charted review of the macro crosscurrents 🔀
22 hrs ago
•
Sam Ro, CFA
11
1
Goldman Sachs: 'We cannot emphasize enough that valuation metrics are NOT historically mean reverting' 🤯
Just because you can calculate an average doesn't mean it'll have a gravitational pull🤦♂️
Jan 16
•
Sam Ro, CFA
28
2
2026 could be crappy for the stock market, and that would be normal 📉
Most years are volatile, and sometimes we close lower 🤷🏻♂️
Jan 14
•
Sam Ro, CFA
10
There's a lot of turnover in the S&P 500 🔁
Plus a charted review of the macro crosscurrents 🔀
Jan 11
•
Sam Ro, CFA
13
The crummy labor market is yielding a 'tenure dividend' for corporations 💰
The economy isn't working for everyone, but it's working for the stock market 📈
Jan 7
•
Sam Ro, CFA
22
6
27 charts to consider as we look forward in the stock market 📊📉📈
An illustrated guide to what's behind Wall Street’s forecasts 🔎
Jan 5
•
Sam Ro, CFA
13
2
It's not bearish when the stock market's leaders fall behind 🔀
Narratives will change, and the market still goes higher 📈
Jan 1
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Sam Ro, CFA
25
1
December 2025
8 stock market stats I'm thinking about as we enter a new year 📋
The stock market usually goes up, but returns will vary greatly 📊
Dec 27, 2025
•
Sam Ro, CFA
21
1
8 lessons for investors from 2025 📜
Plus a charted review of the macro crosscurrents 🔀
Dec 21, 2025
•
Sam Ro, CFA
36
5
When last place is still pretty great 🤨
'Nearly all major equity markets have outperformed the U.S. in 2025' 🤷🏻♂️
Dec 19, 2025
•
Sam Ro, CFA
13
1
The hot debate in the stock market going into 2026 ⚖️
The valuation bulls get some company 🐂
Dec 17, 2025
•
Sam Ro, CFA
14
1
'Valuation says... nothing' 🤷🏻♂️
Plus a charted review of the macro crosscurrents 🔀
Dec 14, 2025
•
Sam Ro, CFA
25
1
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