Sitemap - 2022 - TKer by Sam Ro

2022 was an unusual year for the stock market ๐Ÿ“‰

Consumer finances are in remarkably good shape ๐Ÿ’ฐ

Where stocks could be years from now (and what they could do in the next few weeks) ๐Ÿ”ญ

TKer's 2022 word of the year: 'Pain' ๐ŸฅŠ

Sorry, but uncertainty will always be high ๐Ÿ˜ฐ

What everyone else thinks the stock market will do in 2023 ๐Ÿงธ

One of the most frequently cited risks to stocks in 2023 is 'overstated' ๐Ÿ˜‘

There's more to the story than 'high interest rates are bad for stocks' ๐Ÿคจ

Wall Street's 2023 outlook for stocks ๐Ÿ”ญ

Beware alarming business stories that get a lot of news coverage ๐Ÿ—ž๏ธ

Were there really twice as many job openings as unemployed people? ๐Ÿคจ

This 37-second video reflects all the problems in the economy right now ๐Ÿคฌ

A few charts to remember before you jump to conclusions ๐Ÿ“Š

Don't be misled by no-context reports of big tech layoffs ๐Ÿคจ

How I've been thinking about cryptocurrencies ๐Ÿค”

Remember these squiggly lines when analysts talk about earnings forecasts ใ€ฐ

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 ๐Ÿงฉ

Homebuyers are moving far away from their last place

The Fed made an important tweak to its monetary policy statement ๐Ÿ“

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 ๐Ÿ“‹

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 ๐Ÿพ

The economy is slowing โ€” maybe even contracting ๐Ÿ“‰

We can stop calling it a supply chain crisis โ›“

Stanley Druckenmiller's No. 1 piece of advice for novice investors ๐Ÿง

Why home prices and rents are creating all sorts of confusion about inflation ๐Ÿ˜–

What just happened won't tell you what's coming next ๐Ÿงฎ

SPECIAL EDITION: Telling the story of how the stock market usually goes up, year 1 ๐Ÿ“ˆ๐ŸŽ‚

'Labor hoarding' theory gets mainstream news spotlight ๐Ÿ’ก

The 'unwelcome' ascent of the U.S. dollar ๐Ÿ‘‘

A sneak preview of Wall Street's 2023 stock market forecasts ๐Ÿ”ญ

Key labor market metrics deteriorate, just like the Fed wants ๐Ÿ˜ˆ

There's more upside than downside for long-term investors ๐Ÿ“ˆ

These 4 ominous headlines from corporate America reflect an important pattern ๐Ÿ“ฐ

A time-tested way to buy stocks when the market is tumbling ๐Ÿ“‰

The market beatings continue amid an 'unusually murky' outlook ๐ŸฅŠ

Use valuation metrics like the P/E ratio with caution โš ๏ธ

The record-high $1 trillion of stock buybacks isn't as wild as it seems ๐Ÿง

Fed Chair Powell: There isn't a painless way to do this ๐Ÿค•

What rising auto loan delinquencies tell us about the economy ๐Ÿš—

Are 'gravity-defying' profit margins finally coming to an end? ๐Ÿ’ธ

The stock market is not the economy in an important way ๐ŸŒŽ

Most pros can't beat the market ๐ŸฅŠ

Doubt ๐Ÿฅต

2 ways of thinking about this chart of stocks and recessions ๐Ÿ“ˆ

Expectations for S&P 500 earnings are slipping ๐Ÿ“‰

Your guide to 'good news is bad news' and 'bad news is good news' ๐Ÿ™ƒ

We should prepare for a much cooler labor market ๐Ÿฅถ

Employers 'hold on tightly' to their employees ๐Ÿค—

Wall Street pros warn of more stock market volatility ๐ŸŽข

Rich folks are cutting back ๐Ÿ’ธ

Fed Chair Powell: 'Some pain' now or 'far greater pain' later ๐Ÿค•

Why the recession we may or may not be heading for won't be that bad ๐Ÿ’ช

Bad news about the economy ๐Ÿ‘Ž is having its intended effect ๐Ÿ‘

We'll always have fries with that ๐ŸŸ

Some stock market charts worth your consideration ๐Ÿค”

You can make any piece of data look bad if you try ๐Ÿ”„

This chart of gasoline prices is really something โ›ฝ๏ธ

'Labor hoarding' has become the hot theory explaining why layoffs are low ๐Ÿง

There haven't been many bankruptcy filings ๐Ÿซฐ

Americans seeking work are getting work ๐Ÿš€

A bunch of charts showing how supply chains have improvedโ›“

Proof that the stock market has been expecting a lot worse ๐Ÿคฏ

The uptick in mortgage, auto loan, and credit card debt delinquencies is notable but not alarming โš ๏ธ

You'd think there'd be more layoffs by now ๐Ÿค”

What if the markets are misreading the Fed ๐Ÿ˜ตโ€๐Ÿ’ซ ๐ŸฅŠ

Three things to remember as earnings expectations get slashed ๐Ÿช“

Not officially a recession, but not great either ๐Ÿ“‰

These charts explain Walmart's stunning profit warning ๐Ÿ“‰

Prominent economist raises doubts about a troubling labor market indicator ๐Ÿง

The U.S. housing market has gone cold ๐Ÿฅถ

These gloomy big tech hiring headlines are what the Fed wants to see ๐Ÿ˜ˆ

When the Fed-sponsored market beatings will end ๐Ÿ“ˆ

Inflation problems persist โ€” no thanks to consumer resilience ๐Ÿ˜ญ

5 critical questions corporate America will answer in the coming weeks ๐Ÿ˜ฅ

You call this a recession? ๐Ÿคจ

The layoff-less economic slump ๐Ÿ’ช

My favorite visualization of short-term stock market performance ๐Ÿ“Š

Unconvincing price moves as the economy cools ๐Ÿ’ต

A bullish economic wild card scenario ๐ŸƒŸ

The most important pattern in history's bear markets ๐Ÿ“‰๐Ÿ“ˆ๐Ÿ“ˆ

The bad economic news that the Fed is looking for ๐Ÿ‘€

What the hell is going on with earnings? ๐Ÿ˜ตโ€๐Ÿ’ซ

The market beatings will continue until inflation improves ๐ŸฅŠ

JPMorgan economists evoke God (and Samuel L. Jackson) in a chilling research note about central banks ๐Ÿ”ฅ

The Fed isn't afraid to bring pain ๐Ÿฆ…

Has the American consumer finally chilled out? ๐Ÿ›’

The stock market's conundrum ๐Ÿ˜ตโ€๐Ÿ’ซ

Awaiting the cure for high prices โฑ

Are earnings expectations falling apart? No. ๐Ÿค”

The 'too hot' jobs market has gotten a little more 'just right' ๐Ÿฒ

What Nobel Prize-winning economist Robert Shiller thinks about the stock market right now ๐Ÿง

The U.S. jobs market could be at an important inflection point ๐Ÿงณ

Goldman Sachs: Perceptions on the economy have disconnected from reality ๐Ÿ”ฅ

The U.S. economy is bending, not breaking ๐Ÿ’ช

Why consumers and businesses will prevent any slowdown from becoming economic calamity ๐Ÿ’ฐ

In the stock market, time pays โณ

A major shift in the economic narrative could be underway ๐Ÿ”€

SPECIAL EDITION: The complicated mess of the markets and economy, explained ๐Ÿงฉ

Two record-breaking economic reports confirm the economy continues to boom ๐Ÿ‡บ๐Ÿ‡ธ

Bear markets and a truth about investing ๐Ÿป

Falling valuations โ‰  falling stock prices ๐Ÿค”

Good news is bad news in the economy right now ๐Ÿ™ƒ

The labor shortage is about more than job quitters ๐Ÿ’ผ

What Wall Street pros are saying about the stock market rout ๐Ÿค•

Warren Buffett busts a myth about Warren Buffett ๐Ÿค‘

How U.S. economic strength caused GDP to decline in Q1 ๐Ÿคฏ

'Past performance is no guarantee of future results,' charted ๐Ÿ“Š

Businesses are investing in themselves at a record rate ๐Ÿ“ˆ

This big selloff is what stock market investing is all about ๐Ÿ“‰๐Ÿคฎ

This doesn't look very recessionary ๐Ÿง

It'll take a lot to push this stubbornly strong economy into recession ๐Ÿ’ช

Inflation can't get much worse, right? ๐ŸŽˆ

700+ reasons why S&P 500 index investing isn't very 'passive'๐Ÿ’ก

The wrong question โ€” and the right one โ€” to ask about earnings headwinds ๐Ÿ’ฌ

Deutsche Bank warns of a bear market in 2023 ๐Ÿ“‰

Markets confront a yield sign โš ๏ธ

Legendary stock picker Peter Lynch made a remarkably prescient market observation in 1994 ๐ŸŽฏ

Consumers have an extra $2.5 trillion. But in some ways, it's an economic curse.๐Ÿ’ฐ

The biggest corporate red herring of the past year โŒ

People are refusing to put their lives on hold ๐Ÿ›ซ

A key chart to watch as the Fed tightens monetary policy ๐Ÿ“Š

How Warren Buffettโ€™s disciples have evaded the โ€˜stealth bear marketโ€™ ๐ŸคŒ

How the stock market performed around recessions ๐Ÿ“‰๐Ÿ“ˆ

The truth about analysts' deteriorating expectations ๐Ÿ“‰

The other side of the surging oil price story ๐Ÿ›ข

Three unfortunately-timed trades I made ๐Ÿคฆโ€โ™‚๏ธ

Three massive economic tailwinds I can't stop thinking about ๐Ÿ“ˆ๐Ÿ“ˆ๐Ÿ“ˆ

The most destabilizing risks to the stock market ๐Ÿ“‰

Warren Buffett's 'fourth law of motion' ๐Ÿ“‰

The stock market has gotten a lot more attractive ๐Ÿ˜

The state of business, as told by corporate America โ˜Ž๏ธ

A bullish contradiction ๐Ÿ›

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 ๐Ÿ˜ซ

Why repaying $500 can be harder than repaying $1,000 ๐Ÿค”

The Fedโ€™s coming rate hikes don't spell doom for stocks ๐Ÿ›

What a single stock's $251 billion rout teaches about investing ๐Ÿง

The key long-term driver of stock prices has been remarkably stable ๐Ÿ”‘

Trillion dollar exposure ๐Ÿ’ฐ

'Cathartic puke' ๐Ÿ“‰๐Ÿ˜ณ๐Ÿ“ˆ๐Ÿ˜ฌ๐Ÿ“‰๐Ÿคข๐Ÿ“ˆ๐Ÿคฎ

Coping with two conflicting realities ๐Ÿงธ๐Ÿ‚

Most stock market investors have a valuable edgeโณ

Something to remember as Omicron disrupts businesses everywhere ๐Ÿค”

Goldman Sachs destroys one of the most persistent myths about investing in stocks ๐Ÿคฏ

Earnings are the most important driver of stock prices๐Ÿ’ฐ

A booming outlier in the pandemic economy ๐Ÿ’ฅ

Stomach-churning stock market sell-offs are normal๐ŸŽข

What comes after a huge year for the stock market๐Ÿค”

The big stock market stories to watch in 2022 ๐Ÿ“ˆ