Sitemap - 2025 - 📈 TKer by Sam Ro
Mind the gap between GAAP and non-GAAP earnings ⚠️
Does it always make sense to think of a 20% decline in your portfolio as a loss? 🤨
Stocks usually look past geopolitical events, but they shouldn't be ignored 🫣
Sometimes, the best business decision is to change businesses 💔
This year's historic stock market swing brings attention to an unsettling trend 🎢
Economic data quality deteriorates — 2 thoughts for investors 🧮
On TACO trades, stock market vigilantes, Trump puts ... whatever you wanna call it 🌮
Why elevated interest rates aren't a big problem for the stock market 🤨
Identifying winning stocks is hard. Holding winning stocks is a nightmare. 🫠
The simple explanation for why the stock market is holding up 💪
An economic warning sign in the hard data ⚠️
From studying religion to writing about the stock market 🤷🏻♂️
It's not too early to talk about 2027 🗓️
Remembering moments when I thought things took a permanent turn for the worse 🙇♂️
Stock market targets get revised up weeks after getting cut 🤷🏻♂️
How much inventory did companies actually build ahead of tariffs? 🤷🏻♂️
'Past performance is' clearly 'no guarantee of future results' 📊
Companies aren't withdrawing guidance — but there's a big caveat ✽
Warren Buffett: 'The long-term trend is up' 🤓
What does the negative GDP report really tell us? 🤔
Market forecasters face a 'garbage in, garbage out' problem 🗑️
CHART: The confusing state of the economy 📊
19 charts to consider as markets swing wildly 📈📊📉
Corporate America's perspective in 3 quotes ☎️
Making sense of seemingly conflicting statements about earnings estimates 📊
The stock market's awesome days occur near awful days 📊
TKer subscription pricing update 🚨
We're gonna get ambiguous signals in the economic data 😵💫
How companies can be helpful if they decide to yank guidance 🫣
Put the P/E ratio in timeout for now 🙈
The unsettling update we should brace for during earnings season 😬
If you know where things are heading, then you probably don't know what you're talking about 🤡
2 quotes I'm thinking about as the stock market tanks 📉
The stock market's history with recessions 📉
Rising anti-American sentiment is not great for the American brand abroad 🇺🇸
Taming my 'big dumb lizard brain' with a 'cowboy account' 🦎
The stock market is not the economy, charted 📊
The unluckiest market timer I know made another poorly timed trade 🤦🏻♂️
A lot of companies continue to issue guidance 👍
Mean reversion in the stock market is an 'optical illusion' 😵💫
One of the most misunderstood moments in stock market cycles ⏱️
More proof that predicting short-term stock market moves is almost impossibly hard 🧸
Wall Street's view on tariffs summed up in two lengthy sentences 📝
When uncertainty becomes unambiguously high 🎢
Most stock-picking pros underperformed in 2024's market rally 🫤
A BIG economic question right now 🤔
It's OK to have emotions — just don't let them near your stock portfolio 📉
A note about federal layoffs 🏛️
The cost of American exceptionalism 🇺🇸
Warren Buffett: America's businesses 'usually find a way' 💪
Companies plan to 'pass on costs' to customers 🤑
The most important Latin phrase in investing 📜
Americans have money, and they're spending it 🛍️
A bullish business investment story is brewing 🏭
For the stock market, it's not bad unless it's bad for earnings 💰
5 outstanding issues as President Trump threatens the world with tariffs 😬
Analysts, companies, and their complicated relationship with earnings estimates 🤝
From Financial Markets to Financial Planning w/ Doug and Sam 📺
3 stock market thoughts amid the DeepSeek sell-off 🤖
Reflecting on the stock market's headwind-defying run 📈
When interest rates become bad news for the stock market 😬
8 chaotic scatterplots — and the bullish quality they all share 🐞
Goldman Sachs: 'There is no evidence of mean reversion in equity valuations' 🤯
Perspective on the U.S. dollar 'headwind' 💵
9 once-hot economic charts that cooled 📉
Prominent Wall Street thinkers make the case for a post-recession U.S. economy 🤯
'How many times will the Fed cut rates?' is not the right question for stock market investors 🔪