📈 TKer by Sam Ro

📈 TKer by Sam Ro

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Economy

What does the negative GDP report really tell us? 🤔
A few thoughts regarding an ambiguous headline metric 🇺🇸
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Sam Ro, CFA
1
CHART: The confusing state of the economy 📊
Plus a charted review of the macro crosscurrents 🔀
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Sam Ro, CFA
We're gonna get ambiguous signals in the economic data 😵‍💫
Tariff talk is messing up economic activity in conflicting ways 🫠
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Sam Ro, CFA
The unsettling update we should brace for during earnings season 😬
Will companies yank guidance? 🗺️
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Sam Ro, CFA
The stock market's history with recessions 📉
Investing in the stock market means having to consider tough scenarios 😭
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Sam Ro, CFA
Rising anti-American sentiment is not great for the American brand abroad 🇺🇸
Goldman Sachs warns 'Boycott America' could drag on GDP 👎
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Sam Ro, CFA
1
Wall Street's view on tariffs summed up in two lengthy sentences 📝
The cons and the stuff offsetting some of those cons ⚖️
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Sam Ro, CFA
3
A BIG economic question right now 🤔
Tariff threats have people pulling forward purchases, and that means payback down the road 💸
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Sam Ro, CFA
A note about federal layoffs 🏛️
On one hand, they're arguably small. On the other hand, it could get a lot worse. 🤔
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Sam Ro, CFA
The cost of American exceptionalism 🇺🇸
U.S. workers don't have much leverage, which is good news for corporate profits 📈
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Sam Ro, CFA
Companies plan to 'pass on costs' to customers 🤑
If customers can afford tariffs costs, then companies will let them pay to defend profit margins 💸
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Sam Ro, CFA
Americans have money, and they're spending it 🛍️
Household finances are normalizing, but they remain healthy 💰
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Sam Ro, CFA
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