📈 TKer by Sam Ro
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What happened after 1965 when 10 dominant stocks fell behind ☎️🚗🛢️
It wasn't great for them, but the market still did alright 📉
Feb 24
•
Sam Ro, CFA
48
Lessons from TKer's 9 most popular posts 💯
Plus a charted review of the macro crosscurrents 🔀
Feb 22
•
Sam Ro, CFA
13
Quick preliminary thoughts on the Supreme Court's tariff ruling 👨⚖️
This isn't over 😭
Feb 20
•
Sam Ro, CFA
13
Why mass tech layoffs have little effect on total employment 💾
Tech employment is relatively small in this economy ⌨️
Feb 19
•
Sam Ro, CFA
11
Economic data can often be both 'worse' and 'good' 🌦️
Plus a charted review of the macro crosscurrents 🔀
Feb 15
•
Sam Ro, CFA
20
2
Struggling to make sense of Big Tech's $600 billion bet on AI? Here's a metric to watch 📋
A crash course in depreciation and accrual accounting 🧾
Feb 10
•
Sam Ro, CFA
16
2
We're learning more about who's winning and losing in the AI revolution 🤖
Plus a charted review of the macro crosscurrents 🔀
Feb 8
•
Sam Ro, CFA
25
1
3
How an explosive salesman's old equation helps explain why stock market valuations are high 🧮
A crash course on return on capital and the DuPont decomposition of ROE 🧐
Feb 5
•
Sam Ro, CFA
12
3
What comes after the bubble could be electrifying ⚡️
Plus a charted review of the macro crosscurrents 🔀
Feb 1
•
Sam Ro, CFA
24
1
4
January 2026
Some quick initial thoughts on Fed chair nominee Kevin Warsh 🤔
Monetary policy isn't determined by one person 🏛️
Jan 30
•
Sam Ro, CFA
16
It's too ambiguous to just say 'the economy' 🤦🏻♂️
It's become necessary to qualify what you're talking about 🤔
Jan 27
•
Sam Ro, CFA
30
1
If you hate inflation, then you'll love stocks 🎈
Plus a charted review of the macro crosscurrents 🔀
Jan 25
•
Sam Ro, CFA
51
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