TKer by Sam Ro
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Some thoughts on U.S. government shutdowns... 🏛️
History says markets should be okay 👍
Sam Ro, CFA
Sep 27
10
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Some thoughts on U.S. government shutdowns... 🏛️
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Smart people agree that the best investing wisdom shares a common theme 🧐
Plus a charted review of the macro crosscurrents 🔀
Sep 24
18
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Smart people agree that the best investing wisdom shares a common theme 🧐
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Most pros can't beat the market 🥊
New data confirms this persistent trend 📊
Sep 21
12
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Most pros can't beat the market 🥊
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Why permabears seem right even when they're wrong 🐻
For many, it's the same financial outcome regardless of whether the bears are right or wrong 🤑
Sam Ro, CFA
Sep 19
18
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Why permabears seem right even when they're wrong 🐻
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Why China's slowdown hasn't slammed the stock market 🇨🇳
Growth in the world's second largest economy is faltering 🐢
Sam Ro, CFA
Sep 7
8
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Why China's slowdown hasn't slammed the stock market 🇨🇳
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Is good economic news really all that surprising? 📰
Let's talk about news sentiment and why I created TKer 📈
Sam Ro, CFA
Aug 15
33
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Is good economic news really all that surprising? 📰
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No amount of risk management prepares you for when Sam Ro’s apartment gets flooded 🚣🏻
Plus a charted review of the macro crosscurrents 🔀
Sam Ro, CFA
Aug 6
21
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No amount of risk management prepares you for when Sam Ro’s apartment gets flooded 🚣🏻
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Why higher interest rates haven't crushed corporate profits 🤔
In business, it's never ceteris paribus 🧐
Sam Ro, CFA
Aug 1
11
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Why higher interest rates haven't crushed corporate profits 🤔
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Earnings season is following an oft-repeated pattern 🤣
'Better-than-expected' still doesn't mean much 🤷🏻♂️
Sam Ro, CFA
Jul 31
9
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Earnings season is following an oft-repeated pattern 🤣
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As some consumer tailwinds fade, new ones emerge 💨
Plus a charted review of the macro crosscurrents 🔀
Jul 30
15
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As some consumer tailwinds fade, new ones emerge 💨
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Unsettling stats that remind us why we must diversify 😰
The odds of picking the next big stock are not good 📉
Sam Ro, CFA
Jul 26
17
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Unsettling stats that remind us why we must diversify 😰
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A big misconception about the Fed's fight to bring down inflation 🙃
This is not 'immaculate disinflation' 🎈
Sam Ro, CFA
Jul 12
19
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A big misconception about the Fed's fight to bring down inflation 🙃
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