📈 TKer by Sam Ro
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Fortunately, it’s not all bad news 📰
Rising interest rates and higher energy prices represent headwinds. But let’s not forget about the tailwinds. 💨
Oct 2
•
Sam Ro, CFA
33
1
Why the interest rate ‘bark’ has been worse than its ‘bite’ 🐶
Borrowers are “well positioned to absorb higher rates” ... for now 💵
Sep 10
•
Sam Ro, CFA
10
Is it bad when economic data gets revised down?🤔
For stock market investors, it might actually be a good sign 🤯
Aug 27
•
Sam Ro, CFA
17
4 cynical things I think that are arguably bullish for stocks😞
Plus a charted review of the macro crosscurrents 🔀
Jul 26
•
Sam Ro, CFA
63
4
A brief 9-point guide to how everything affects earnings 📋
TKer's crash course on connecting news to the income statement 🧮🤓
Jul 13
•
Sam Ro, CFA
50
1
2
Apple and Xbox are raising prices. Here's one thing you can do about it. 💻🎮
If you can't beat 'em, then join 'em 🤝
Jun 29
•
Sam Ro, CFA
41
2
Companies are cashing in on consumers' unwillingness to bargain shop 💸
Plus a charted review of the macro crosscurrents 🔀
Jun 7
•
Sam Ro, CFA
15
1
Things are looking up in the labor market👍
That's bullish for the stock market, even with Fed rate hike odds rising 📈
Jun 5
•
Sam Ro, CFA
10
A contrarian note about the falling personal saving rate...💸
It's not great, but not obviously a bad signal 🤔
May 29
•
Sam Ro, CFA
47
2
'When will the Fed cut rates?' is not the right question for investors right now ✂️
During normal periods, monetary policy tweaks take a back seat to earnings 🤔
May 12
•
Sam Ro, CFA
17
America's top bankers confirm: The economy remains resilient 💪
Despite mounting headwinds, consumers continue to spend 🛍️
Apr 15
•
Sam Ro, CFA
15
Income and costs affect you and your neighbors differently 💵
Plus a charted review of the macro crosscurrents 🔀
Apr 5
•
Sam Ro, CFA
26
1
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