📈 TKer by Sam Ro
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Where in the world do S&P 500 companies do business? 🗺️
Taking a closer look at the U.S. stock market's standing in the world 🌎
Jul 16
•
Sam Ro, CFA
8
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Where in the world do S&P 500 companies do business? 🗺️
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2
15 charts to consider with the stock market at record highs 📊📈
Updates from Q2 earnings season could spark volatility 💥
Jul 14
•
Sam Ro, CFA
15
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15 charts to consider with the stock market at record highs 📊📈
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Checking in on the unluckiest market timer I know 🍀
Plus a charted review of the macro crosscurrents 🔀
Jul 13
•
Sam Ro, CFA
13
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Checking in on the unluckiest market timer I know 🍀
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Two bullish business stories from the tumultuous Q2 🐂
Delta Air Lines and Levi Strauss offer hope for investors 👍
Jul 11
•
Sam Ro, CFA
13
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Two bullish business stories from the tumultuous Q2 🐂
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It remains 'dangerous' to underestimate Corporate America ⚠️
'The U.S. isn't exceptional, but Corporate America might be,' BofA said 🇺🇸
Jul 8
•
Sam Ro, CFA
7
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It remains 'dangerous' to underestimate Corporate America ⚠️
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5 thoughts I had while chatting with smart finance podcasters 💬
Plus a charted review of the macro crosscurrents 🔀
Jul 6
•
Sam Ro, CFA
20
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5 thoughts I had while chatting with smart finance podcasters 💬
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What the falling U.S. dollar could mean for stocks 💸
A potential tailwind for multinational U.S.-based corporations 💨
Jul 2
•
Sam Ro, CFA
5
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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
9
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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
•
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
11
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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
6
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📈 TKer by Sam Ro
Stocks usually look past geopolitical events, but they shouldn't be ignored 🫣
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