Sitemap - 2022 - TKer by Sam Ro
2022 was an unusual year for the stock market ๐
Consumer finances are in remarkably good shape ๐ฐ
Where stocks could be years from now (and what they could do in the next few weeks) ๐ญ
TKer's 2022 word of the year: 'Pain' ๐ฅ
Sorry, but uncertainty will always be high ๐ฐ
What everyone else thinks the stock market will do in 2023 ๐งธ
One of the most frequently cited risks to stocks in 2023 is 'overstated' ๐
There's more to the story than 'high interest rates are bad for stocks' ๐คจ
Wall Street's 2023 outlook for stocks ๐ญ
Beware alarming business stories that get a lot of news coverage ๐๏ธ
Were there really twice as many job openings as unemployed people? ๐คจ
This 37-second video reflects all the problems in the economy right now ๐คฌ
A few charts to remember before you jump to conclusions ๐
Don't be misled by no-context reports of big tech layoffs ๐คจ
How I've been thinking about cryptocurrencies ๐ค
Remember these squiggly lines when analysts talk about earnings forecasts ใฐ
Most consumers are waiting for discounts before they start their holiday shopping
Stocks have always rallied in the year after midterm elections
It's an economic quandary and the Fed sees only one way out ๐งฉ
Homebuyers are moving far away from their last place
The Fed made an important tweak to its monetary policy statement ๐
Fewer companies are talking about signing bonuses
Unemployment rates fell in 354 of 389 metro areas in September
The homeownership rate rose to 66% in Q3
People who change jobs are seeing big pay bumps
How job openings explain everything in the economy and the markets right now ๐
Manufacturing activity cools, prices fall
Rents fall at their sharpest rate in years
Stocks usually bottom before everything else
TKer's Sam Ro speaks with Jim Iuorio and Bob Iaccino on the Futures Edge podcast
Most companies usually beat expectations
Historically, this has been the best 6-month period to be in the stock market
BofA: 'Mexico has a big opportunity with nearshoring'
Chicago area business activity contracts for the second month in a row
The merits of diversification were on full display last week ๐พ
The economy is slowing โ maybe even contracting ๐
We can stop calling it a supply chain crisis โ
Stanley Druckenmiller's No. 1 piece of advice for novice investors ๐ง
Why home prices and rents are creating all sorts of confusion about inflation ๐
What just happened won't tell you what's coming next ๐งฎ
SPECIAL EDITION: Telling the story of how the stock market usually goes up, year 1 ๐๐
'Labor hoarding' theory gets mainstream news spotlight ๐ก
The 'unwelcome' ascent of the U.S. dollar ๐
A sneak preview of Wall Street's 2023 stock market forecasts ๐ญ
Key labor market metrics deteriorate, just like the Fed wants ๐
There's more upside than downside for long-term investors ๐
These 4 ominous headlines from corporate America reflect an important pattern ๐ฐ
A time-tested way to buy stocks when the market is tumbling ๐
The market beatings continue amid an 'unusually murky' outlook ๐ฅ
Use valuation metrics like the P/E ratio with caution โ ๏ธ
The record-high $1 trillion of stock buybacks isn't as wild as it seems ๐ง
Fed Chair Powell: There isn't a painless way to do this ๐ค
What rising auto loan delinquencies tell us about the economy ๐
Are 'gravity-defying' profit margins finally coming to an end? ๐ธ
The stock market is not the economy in an important way ๐
Most pros can't beat the market ๐ฅ
2 ways of thinking about this chart of stocks and recessions ๐
Expectations for S&P 500 earnings are slipping ๐
Your guide to 'good news is bad news' and 'bad news is good news' ๐
We should prepare for a much cooler labor market ๐ฅถ
Employers 'hold on tightly' to their employees ๐ค
Wall Street pros warn of more stock market volatility ๐ข
Rich folks are cutting back ๐ธ
Fed Chair Powell: 'Some pain' now or 'far greater pain' later ๐ค
Why the recession we may or may not be heading for won't be that bad ๐ช
Bad news about the economy ๐ is having its intended effect ๐
We'll always have fries with that ๐
Some stock market charts worth your consideration ๐ค
You can make any piece of data look bad if you try ๐
This chart of gasoline prices is really something โฝ๏ธ
'Labor hoarding' has become the hot theory explaining why layoffs are low ๐ง
There haven't been many bankruptcy filings ๐ซฐ
Americans seeking work are getting work ๐
A bunch of charts showing how supply chains have improvedโ
Proof that the stock market has been expecting a lot worse ๐คฏ
You'd think there'd be more layoffs by now ๐ค
What if the markets are misreading the Fed ๐ตโ๐ซ ๐ฅ
Three things to remember as earnings expectations get slashed ๐ช
Not officially a recession, but not great either ๐
These charts explain Walmart's stunning profit warning ๐
Prominent economist raises doubts about a troubling labor market indicator ๐ง
The U.S. housing market has gone cold ๐ฅถ
These gloomy big tech hiring headlines are what the Fed wants to see ๐
When the Fed-sponsored market beatings will end ๐
Inflation problems persist โ no thanks to consumer resilience ๐ญ
5 critical questions corporate America will answer in the coming weeks ๐ฅ
You call this a recession? ๐คจ
The layoff-less economic slump ๐ช
My favorite visualization of short-term stock market performance ๐
Unconvincing price moves as the economy cools ๐ต
A bullish economic wild card scenario ๐
The most important pattern in history's bear markets ๐๐๐
The bad economic news that the Fed is looking for ๐
What the hell is going on with earnings? ๐ตโ๐ซ
The market beatings will continue until inflation improves ๐ฅ
The Fed isn't afraid to bring pain ๐ฆ
Has the American consumer finally chilled out? ๐
The stock market's conundrum ๐ตโ๐ซ
Awaiting the cure for high prices โฑ
Are earnings expectations falling apart? No. ๐ค
The 'too hot' jobs market has gotten a little more 'just right' ๐ฒ
What Nobel Prize-winning economist Robert Shiller thinks about the stock market right now ๐ง
The U.S. jobs market could be at an important inflection point ๐งณ
Goldman Sachs: Perceptions on the economy have disconnected from reality ๐ฅ
The U.S. economy is bending, not breaking ๐ช
Why consumers and businesses will prevent any slowdown from becoming economic calamity ๐ฐ
In the stock market, time pays โณ
A major shift in the economic narrative could be underway ๐
SPECIAL EDITION: The complicated mess of the markets and economy, explained ๐งฉ
Two record-breaking economic reports confirm the economy continues to boom ๐บ๐ธ
Bear markets and a truth about investing ๐ป
Falling valuations โ falling stock prices ๐ค
Good news is bad news in the economy right now ๐
The labor shortage is about more than job quitters ๐ผ
What Wall Street pros are saying about the stock market rout ๐ค
Warren Buffett busts a myth about Warren Buffett ๐ค
How U.S. economic strength caused GDP to decline in Q1 ๐คฏ
'Past performance is no guarantee of future results,' charted ๐
Businesses are investing in themselves at a record rate ๐
This big selloff is what stock market investing is all about ๐๐คฎ
This doesn't look very recessionary ๐ง
It'll take a lot to push this stubbornly strong economy into recession ๐ช
Inflation can't get much worse, right? ๐
700+ reasons why S&P 500 index investing isn't very 'passive'๐ก
The wrong question โ and the right one โ to ask about earnings headwinds ๐ฌ
Deutsche Bank warns of a bear market in 2023 ๐
Markets confront a yield sign โ ๏ธ
Legendary stock picker Peter Lynch made a remarkably prescient market observation in 1994 ๐ฏ
Consumers have an extra $2.5 trillion. But in some ways, it's an economic curse.๐ฐ
The biggest corporate red herring of the past year โ
People are refusing to put their lives on hold ๐ซ
A key chart to watch as the Fed tightens monetary policy ๐
How Warren Buffettโs disciples have evaded the โstealth bear marketโ ๐ค
How the stock market performed around recessions ๐๐
The truth about analysts' deteriorating expectations ๐
The other side of the surging oil price story ๐ข
Three unfortunately-timed trades I made ๐คฆโโ๏ธ
Three massive economic tailwinds I can't stop thinking about ๐๐๐
The most destabilizing risks to the stock market ๐
Warren Buffett's 'fourth law of motion' ๐
The stock market has gotten a lot more attractive ๐
The state of business, as told by corporate America โ๏ธ
A few thoughts on Ukraine, geopolitics, and the stock market
If you think stocks won't go up for a while, you're not alone ๐ซ
Why repaying $500 can be harder than repaying $1,000 ๐ค
The Fedโs coming rate hikes don't spell doom for stocks ๐
What a single stock's $251 billion rout teaches about investing ๐ง
The key long-term driver of stock prices has been remarkably stable ๐
'Cathartic puke' ๐๐ณ๐๐ฌ๐๐คข๐๐คฎ
Coping with two conflicting realities ๐งธ๐
Most stock market investors have a valuable edgeโณ
Something to remember as Omicron disrupts businesses everywhere ๐ค
Goldman Sachs destroys one of the most persistent myths about investing in stocks ๐คฏ
Earnings are the most important driver of stock prices๐ฐ
A booming outlier in the pandemic economy ๐ฅ
Stomach-churning stock market sell-offs are normal๐ข