📈 TKer by Sam Ro

📈 TKer by Sam Ro

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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 🤔
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Sam Ro, CFA
2
Sometimes, the best business decision is to change businesses 💔
Plus a charted review of the macro crosscurrents 🔀
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Sam Ro, CFA
3
This year's historic stock market swing brings attention to an unsettling trend 🎢
Volatility shocks are more common 🛬
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Sam Ro, CFA
Economic data quality deteriorates — 2 thoughts for investors 🧮
Plus a charted review of the macro crosscurrents 🔀
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Sam Ro, CFA
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 🛑
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Sam Ro, CFA
2
Why elevated interest rates aren't a big problem for the stock market 🤨
Four observations addressing investor concerns 👍
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Sam Ro, CFA
Identifying winning stocks is hard. Holding winning stocks is a nightmare. 🫠
Plus a charted review of the macro crosscurrents 🔀
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Sam Ro, CFA
2

May 2025

The simple explanation for why the stock market is holding up 💪
Are we really buying these earnings forecasts? And are elevated valuations justified?
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Sam Ro, CFA
An economic warning sign in the hard data ⚠️
Business investment activity took a hit in April 👎
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Sam Ro, CFA
From studying religion to writing about the stock market 🤷🏻‍♂️
LISTEN: Joe Fahmy had me on his podcast and we talked about everything 🎧
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Sam Ro, CFA
It's not too early to talk about 2027 🗓️
Past the near-term noise, Morgan Stanley sees earnings growth 📈
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Sam Ro, CFA
Remembering moments when I thought things took a permanent turn for the worse 🙇‍♂️
Plus a charted review of the macro crosscurrents 🔀
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Sam Ro, CFA
2
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