📈 TKer by Sam Ro
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The business community's 2-part plan for addressing tariffs 📋
Companies won't sit idly by as new policies threaten their profits 💪
Dec 2
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Sam Ro, CFA
5
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The business community's 2-part plan for addressing tariffs 📋
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Americans have money, and they plan to spend it during the holidays 🎁
Plus a charted review of the macro crosscurrents 🔀
Nov 17
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Sam Ro, CFA
21
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Americans have money, and they plan to spend it during the holidays 🎁
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Wall Street agrees: Tariffs are bad 👎
But will they actually be implemented as proposed? 🤔
Nov 11
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Sam Ro, CFA
7
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Wall Street agrees: Tariffs are bad 👎
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Beware how your politics distort how you perceive economic realities 😵💫
Policy affects people in many ways. For investors, what matters most will appear in the hard economic data ⚖️
Nov 8
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Sam Ro, CFA
8
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Beware how your politics distort how you perceive economic realities 😵💫
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The hiring situation 🧩
Plus a charted review of the macro crosscurrents 🔀
Oct 6
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Sam Ro, CFA
14
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The hiring situation 🧩
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You said you love charts. So here are more charts! 📈📊
Plus a charted review of the macro crosscurrents 🔀
Sep 29
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Sam Ro, CFA
23
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You said you love charts. So here are more charts! 📈📊
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2
The already mislabeled 'recession' of 2022 didn't happen, new data shows 🤦🏻♂️
Revisions from the BEA says GDP didn't actually decline in Q2 2022 ✏️
Sep 26
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Sam Ro, CFA
9
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The already mislabeled 'recession' of 2022 didn't happen, new data shows 🤦🏻♂️
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A blunt message for those asking what Fed rate cuts mean for stocks ✂️
'This is not the right question to ask' 🤔
Sep 23
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Sam Ro, CFA
7
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A blunt message for those asking what Fed rate cuts mean for stocks ✂️
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10 charts to consider with stocks at all-time highs 📊📈
Plus a charted review of the macro crosscurrents 🔀
Sep 22
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Sam Ro, CFA
36
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10 charts to consider with stocks at all-time highs 📊📈
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The Fed closes a chapter with a rate cut ✂️
Looking back and looking forward 🔭
Sep 18
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Sam Ro, CFA
6
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The Fed closes a chapter with a rate cut ✂️
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The other side of the Fed's inflation 'mistake' 🧐
Plus a charted review of the macro crosscurrents 🔀
Sep 8
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Sam Ro, CFA
26
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The other side of the Fed's inflation 'mistake' 🧐
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A once massive economic tailwind has faded 💨
Job openings have more than normalized. But a new tailwind may be emerging 🌬️
Sep 4
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Sam Ro, CFA
9
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A once massive economic tailwind has faded 💨
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