📈 TKer by Sam Ro
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10 Truths 📈
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The stock market ≠ the economy ✋
Plus a charted review of the macro crosscurrents 🔀
Oct 11
•
Sam Ro, CFA
17
2
A bear-case scenario for the long-term, diversified stock market investor 📉
Plus a charted review of the macro crosscurrents 🔀
Oct 4
•
Sam Ro, CFA
53
1
Fortunately, it’s not all bad news 📰
Rising interest rates and higher energy prices represent headwinds. But let’s not forget about the tailwinds. 💨
Oct 2
•
Sam Ro, CFA
34
1
September 2026
The AI earnings headwind and accounting headache that’s set to intensify 🌬️
Plus a charted review of the macro crosscurrents 🔀
Sep 27
•
Sam Ro, CFA
23
2
A timely stock market lesson from the 1960s 📖
An incredibly challenging period that saw stocks go higher 📈
Sep 21
•
Sam Ro, CFA
46
‘Exposure therapy’ for investors 🕷️
Plus a charted review of the macro crosscurrents 🔀
Sep 20
•
Sam Ro, CFA
39
Most stock-picking pros have been underperforming this year's rollercoaster ride higher 🫤
New data confirms this persistent trend 📊
Sep 17
•
Sam Ro, CFA
13
Is a higher earnings bar really harder to clear? 📏
Plus a charted review of the macro crosscurrents 🔀
Sep 13
•
Sam Ro, CFA
27
Why the interest rate ‘bark’ has been worse than its ‘bite’ 🐶
Borrowers are “well positioned to absorb higher rates” ... for now 💵
Sep 10
•
Sam Ro, CFA
10
The first question to ask when someone tells you where stocks are headed 🙋🏻♂️
‘One reason that people lose money today is that they have lost sight of this distinction’ 🐈⬛
Sep 7
•
Sam Ro, CFA
30
12 stock market charts that caught my attention 📊📈
Some bullish. Some less so. 🤔
Sep 2
•
Sam Ro, CFA
33
1
August 2026
Is it bad when economic data gets revised down?🤔
For stock market investors, it might actually be a good sign 🤯
Aug 27
•
Sam Ro, CFA
17
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