📈 TKer by Sam Ro

📈 TKer by Sam Ro

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May 2026

What you think should happen doesn't always happen in real life🫣
Plus a charted review of the macro crosscurrents 🔀
 • Sam Ro, CFA
A contrarian note about the falling personal saving rate...💸
It's not great, but not obviously a bad signal 🤔
 • Sam Ro, CFA
An early sneak peek at Wall Street's 2028 outlook 🗓️
Plus a charted review of the macro crosscurrents 🔀
 • Sam Ro, CFA
Does the stock market test new Fed chairs? 🏛️
Market volatility has followed new Fed chair appointments to varying degrees. But it's not that simple 🎢
 • Sam Ro, CFA
3 stock market charts to consider as interest rates rise 📊📉📈
Rising rates mean higher borrowing costs, but it's not obviously a bad sign for stocks 🤔
 • Sam Ro, CFA
'The market waits for no one' ⏰
Plus a charted review of the macro crosscurrents 🔀
 • Sam Ro, CFA
'When will the Fed cut rates?' is not the right question for investors right now ✂️
The Fed matters more when we're experiencing financial and economic stress 🤔
 • Sam Ro, CFA
Why I sometimes tell myself average returns are a mirage 🤨
Plus a charted review of the macro crosscurrents 🔀
 • Sam Ro, CFA
Past performance is no guarantee of future results, data confirms 📊
Top fund managers rarely stay on top 📉
 • Sam Ro, CFA
Let's talk about how companies aren't adjusting earnings for multibillion-dollar investment gains 💸
GAAP accounting is great when things are going your way 🤷🏻‍♂️
 • Sam Ro, CFA
Bizarre moment at Berkshire's annual meeting spotlights cyber risk🤖
Plus a charted review of the macro crosscurrents 🔀
 • Sam Ro, CFA
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