๐Ÿ“ˆ TKer by Sam Ro

๐Ÿ“ˆ TKer by Sam Ro

Companies are cashing in on consumers' unwillingness to bargain shop ๐Ÿ’ธ

Plus a charted review of the macro crosscurrents ๐Ÿ”€

Sam Ro, CFA's avatar
Sam Ro, CFA
Jun 07, 2026
โˆ™ Paid

Sentiment surveys confirm that consumers are very aware of rising prices, and they are complaining about them. People hate inflation.

Interestingly, inflation hasnโ€™t really stopped people from spending. Economic data confirm this.

This contradiction helps explain why, despite poor vibes, the economy continues to grow, profit margins continue to expand, aโ€ฆ

User's avatar

Continue reading this post for free, courtesy of Sam Ro, CFA.

Or purchase a paid subscription.
ยฉ 2026 Samuel Ro ยท Privacy โˆ™ Terms โˆ™ Collection notice
Start your SubstackGet the app
Substack is the home for great culture