📈 TKer by Sam Ro
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Quick preliminary thoughts on the Supreme Court's tariff ruling 👨⚖️
This isn't over 😭
Feb 20
•
Sam Ro, CFA
13
Why mass tech layoffs have little effect on total employment 💾
Tech employment is relatively small in this economy ⌨️
Feb 19
•
Sam Ro, CFA
11
Economic data can often be both 'worse' and 'good' 🌦️
Plus a charted review of the macro crosscurrents 🔀
Feb 15
•
Sam Ro, CFA
20
2
What comes after the bubble could be electrifying ⚡️
Plus a charted review of the macro crosscurrents 🔀
Feb 1
•
Sam Ro, CFA
24
1
4
Some quick initial thoughts on Fed chair nominee Kevin Warsh 🤔
Monetary policy isn't determined by one person 🏛️
Jan 30
•
Sam Ro, CFA
16
It's too ambiguous to just say 'the economy' 🤦🏻♂️
It's become necessary to qualify what you're talking about 🤔
Jan 27
•
Sam Ro, CFA
30
1
If you hate inflation, then you'll love stocks 🎈
Plus a charted review of the macro crosscurrents 🔀
Jan 25
•
Sam Ro, CFA
51
Mathematical context can totally change the story 🧮
Plus a charted review of the macro crosscurrents 🔀
Jan 18
•
Sam Ro, CFA
18
1
The crummy labor market is yielding a 'tenure dividend' for corporations 💰
The economy isn't working for everyone, but it's working for the stock market 📈
Jan 7
•
Sam Ro, CFA
23
6
More layoffs, more corporate earnings growth? 🤑
AI is driving an uncomfortable narrative that favors stock market investors 📈
Dec 10, 2025
•
Sam Ro, CFA
10
No official jobs data, but the unofficial data is unambiguously discouraging 💼
Plus a charted review of the macro crosscurrents 🔀
Nov 9, 2025
•
Sam Ro, CFA
22
1
The economy may not be working for everyone right now, but it’s at least working for stock market investors 🎭
We're gonna hear more about the K-shaped economic narrative 🔀
Nov 7, 2025
•
Sam Ro, CFA
32
3
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