πŸ“ˆ TKer by Sam Ro

πŸ“ˆ TKer by Sam Ro

Known worries and unknown unknowns 😬

Plus a charted review of the macro crosscurrents πŸ”€

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Sam Ro, CFA
Jul 19, 2026
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There are two main types of risk.

There are well-known risks that are at least somewhat priced into the markets. They are the lingering fears that are covered regularly in the news and surfaced in surveys. As long as new developments related to these risks aren’t much worse than what’s in the range of likely outcomes, markets can handle bad news relative…

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