📈 TKer by Sam Ro
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Fed Chair Powell: It's a 'challenging situation' ⚖️
Plus a charted review of the macro crosscurrents 🔀
Aug 24
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Sam Ro, CFA
21
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Fed Chair Powell: It's a 'challenging situation' ⚖️
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Eye-popping stats from the market's big growth stories 👀
Plus a charted review of the macro crosscurrents 🔀
Aug 10
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Sam Ro, CFA
28
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📈 TKer by Sam Ro
Eye-popping stats from the market's big growth stories 👀
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1
We're at an economic tipping point ⚖️
At least there's a glass-half-full way of looking at what could be the next recession 🥃
Aug 4
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Sam Ro, CFA
21
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📈 TKer by Sam Ro
We're at an economic tipping point ⚖️
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A note about Trump firing the BLS commissioner 🤦♂️
When it comes to economic data, it's very difficult to hide the truth 🧮
Aug 1
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Sam Ro, CFA
27
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A note about Trump firing the BLS commissioner 🤦♂️
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Like the stock market, the jobs market has a history of adapting to destructive tech 🤖
Long-term growth always comes with a lot of short-term volatility 😥
Jul 29
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Sam Ro, CFA
9
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📈 TKer by Sam Ro
Like the stock market, the jobs market has a history of adapting to destructive tech 🤖
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The state of the American consumer, as told by their bankers 🎩
Plus a charted review of the macro crosscurrents 🔀
Jul 20
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Sam Ro, CFA
20
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📈 TKer by Sam Ro
The state of the American consumer, as told by their bankers 🎩
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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
22
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📈 TKer by Sam Ro
Economic data quality deteriorates — 2 thoughts for investors 🧮
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1
An economic warning sign in the hard data ⚠️
Business investment activity took a hit in April 👎
May 27
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Sam Ro, CFA
9
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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
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Sam Ro, CFA
21
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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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2
How much inventory did companies actually build ahead of tariffs? 🤷🏻♂️
Plus a charted review of the macro crosscurrents 🔀
May 11
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Sam Ro, CFA
20
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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
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Sam Ro, CFA
18
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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
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Sam Ro, CFA
19
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📈 TKer by Sam Ro
CHART: The confusing state of the economy 📊
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