πŸ“ˆ TKer by Sam Ro

πŸ“ˆ TKer by Sam Ro

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πŸ“ˆ TKer by Sam Ro
πŸ“ˆ TKer by Sam Ro
How much inventory did companies actually build ahead of tariffs? πŸ€·πŸ»β€β™‚οΈ

How much inventory did companies actually build ahead of tariffs? πŸ€·πŸ»β€β™‚οΈ

Plus a charted review of the macro crosscurrents πŸ”€

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Sam Ro, CFA
May 11, 2025
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πŸ“ˆ TKer by Sam Ro
πŸ“ˆ TKer by Sam Ro
How much inventory did companies actually build ahead of tariffs? πŸ€·πŸ»β€β™‚οΈ
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πŸ“‰ The stock market declined last week, with the S&P 500 shedding 0.5% to close at 5,659.91. It’s now down 7.9% from its February 19 closing high of 6,144.15 and up 58.2% from its October 12, 2022 closing low of 3,577.03. For more on how the market moves, read: One of the most misunderstood moments in stock market cycles ⏱️

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A big economic question right…

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