📈 TKer by Sam Ro
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Economic data quality deteriorates — 2 thoughts for investors 🧮
Plus a charted review of the macro crosscurrents 🔀
Jun 8
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Sam Ro, CFA
19
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📈 TKer by Sam Ro
Economic data quality deteriorates — 2 thoughts for investors 🧮
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An economic warning sign in the hard data ⚠️
Business investment activity took a hit in April 👎
May 27
•
Sam Ro, CFA
8
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📈 TKer by Sam Ro
An economic warning sign in the hard data ⚠️
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Remembering moments when I thought things took a permanent turn for the worse 🙇♂️
Plus a charted review of the macro crosscurrents 🔀
May 18
•
Sam Ro, CFA
20
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📈 TKer by Sam Ro
Remembering moments when I thought things took a permanent turn for the worse 🙇♂️
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How much inventory did companies actually build ahead of tariffs? 🤷🏻♂️
Plus a charted review of the macro crosscurrents 🔀
May 11
•
Sam Ro, CFA
19
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📈 TKer by Sam Ro
How much inventory did companies actually build ahead of tariffs? 🤷🏻♂️
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What does the negative GDP report really tell us? 🤔
A few thoughts regarding an ambiguous headline metric 🇺🇸
Apr 30
•
Sam Ro, CFA
17
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📈 TKer by Sam Ro
What does the negative GDP report really tell us? 🤔
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CHART: The confusing state of the economy 📊
Plus a charted review of the macro crosscurrents 🔀
Apr 27
•
Sam Ro, CFA
18
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📈 TKer by Sam Ro
CHART: The confusing state of the economy 📊
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We're gonna get ambiguous signals in the economic data 😵💫
Tariff talk is messing up economic activity in conflicting ways 🫠
Apr 15
•
Sam Ro, CFA
9
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📈 TKer by Sam Ro
We're gonna get ambiguous signals in the economic data 😵💫
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The unsettling update we should brace for during earnings season 😬
Will companies yank guidance? 🗺️
Apr 8
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Sam Ro, CFA
10
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📈 TKer by Sam Ro
The unsettling update we should brace for during earnings season 😬
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The stock market's history with recessions 📉
Investing in the stock market means having to consider tough scenarios 😭
Apr 3
•
Sam Ro, CFA
10
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📈 TKer by Sam Ro
The stock market's history with recessions 📉
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Rising anti-American sentiment is not great for the American brand abroad 🇺🇸
Goldman Sachs warns 'Boycott America' could drag on GDP 👎
Apr 2
•
Sam Ro, CFA
8
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📈 TKer by Sam Ro
Rising anti-American sentiment is not great for the American brand abroad 🇺🇸
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Wall Street's view on tariffs summed up in two lengthy sentences 📝
The cons and the stuff offsetting some of those cons ⚖️
Mar 10
•
Sam Ro, CFA
6
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Wall Street's view on tariffs summed up in two lengthy sentences 📝
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A BIG economic question right now 🤔
Tariff threats have people pulling forward purchases, and that means payback down the road 💸
Mar 4
•
Sam Ro, CFA
14
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📈 TKer by Sam Ro
A BIG economic question right now 🤔
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