TKer by Sam Ro | Sam Ro, CFA | Substack

Economy

New Top Community

Plus a charted review of the macro crosscurrents 🔀

Sep 17

They have lots of it, and they're spending it 🛍

Sep 14

Making sense of a complicated dynamic 👍

Sep 1

From recovering profit margins to poor economic news sentiment 📊

Aug 29

The central bank will 'proceed carefully' as it works to get inflation down 🎈

Aug 25

Let's talk about news sentiment and why I created TKer 📈

Aug 15

Surging home equity has gone largely untapped 🏠

Aug 10

Contextualizing the recent uptick in debt delinquencies 💳

Aug 8

There's precedent — and that may blunt its impact 🗓

Aug 2

Plus a charted review of the macro crosscurrents 🔀

Jul 30

This is not 'immaculate disinflation' 🎈

Jul 12

Plus a charted review of the macro crosscurrents 🔀

Jul 9

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