TKer by Sam Ro
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'Labor hoarding' has become the hot theory explaining why layoffs are low 🧐
Re-staffing isn't cheap 💸
Sam Ro, CFA
Aug 9
13
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'Labor hoarding' has become the hot theory explaining why layoffs are low 🧐
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There haven't been many bankruptcy filings 🫰
The financial health of consumers and businesses is strong 💪
Sam Ro, CFA
Aug 8
5
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There haven't been many bankruptcy filings 🫰
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Americans seeking work are getting work 🚀
Blockbuster July jobs report sends employment to record levels 📈
Sam Ro, CFA
Aug 5
14
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Americans seeking work are getting work 🚀
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A bunch of charts showing how supply chains have improved⛓
But is supply improving or demand deteriorating? ⚖️
Sam Ro, CFA
Aug 4
11
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A bunch of charts showing how supply chains have improved⛓
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Proof that the stock market has been expecting a lot worse 🤯
Companies missing earnings estimates are watching their stock prices rise 📈
Sam Ro, CFA
Aug 3
9
3
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Proof that the stock market has been expecting a lot worse 🤯
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The uptick in mortgage, auto loan, and credit card debt delinquencies is notable but not alarming ⚠️
A return to normalcy following an abnormal period 💸
Sam Ro, CFA
Aug 3
8
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The uptick in mortgage, auto loan, and credit card debt delinquencies is notable but not alarming ⚠️
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You'd think there'd be more layoffs by now 🤔
A critical labor market metric to watch as the economy slows 🔎
Sam Ro, CFA
Aug 2
12
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You'd think there'd be more layoffs by now 🤔
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What if the markets are misreading the Fed 😵💫 🥊
TKer's free Sunday newsletter is going on a summer hiatus 🌴
Sam Ro, CFA
Jul 31
21
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What if the markets are misreading the Fed 😵💫 🥊
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Three things to remember as earnings expectations get slashed 🪓
July's epic stock market rally is telling 📈
Sam Ro, CFA
Jul 30
5
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Three things to remember as earnings expectations get slashed 🪓
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Not officially a recession, but not great either 📉
GDP declines for a second quarter in a row 📉
Sam Ro, CFA
Jul 28
12
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Not officially a recession, but not great either 📉
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These charts explain Walmart's stunning profit warning 📉
But what's bad for Walmart may be good for consumers 😘
Sam Ro, CFA
Jul 25
20
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These charts explain Walmart's stunning profit warning 📉
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Prominent economist raises doubts about a troubling labor market indicator 🧐
Another way of looking at rising initial unemployment claims 👀
Sam Ro, CFA
Jul 25
6
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Prominent economist raises doubts about a troubling labor market indicator 🧐
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