📈 TKer by Sam Ro

📈 TKer by Sam Ro

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The hot debate in the stock market going into 2026 ⚖️
The valuation bulls get some company 🐂
 • Sam Ro, CFA
'Valuation says... nothing' 🤷🏻‍♂️
Plus a charted review of the macro crosscurrents 🔀
 • Sam Ro, CFA
More layoffs, more corporate earnings growth? 🤑
AI is driving an uncomfortable narrative that favors stock market investors 📈
 • Sam Ro, CFA
Wall Street's 2026 outlook for stocks 🔭
Plus a charted review of the macro crosscurrents 🔀
 • Sam Ro, CFA
Good years in the stock market tend to be great years 🚀
Why you should expect above-average returns if you think 2026 will be positive for stocks📊
 • Sam Ro, CFA
Some top forecasters are making a bold 2026 prediction that market skeptics will hate 😤
Are high valuations justified? Are bubble-like valuations justified? Prominent strategists chime in ⚖️
 • Sam Ro, CFA
How do I think of today’s AI craze relative to past bubbles? 🫧🤖🚂🚗
Plus a charted review of the macro crosscurrents 🔀
 • Sam Ro, CFA
A brief guide to digesting stock market outlook reports 📜
For starters, don't expect anyone to nail the number 🎯
 • Sam Ro, CFA
Goldman Sachs reminds us that the next decade of stock market returns is hard to predict 😵‍💫
One of Wall Street's most revered firms takes another stab at a long-term forecast 🔭
 • Sam Ro, CFA
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 🔀
 • Sam Ro, CFA
Goldman Sachs' and Morgan Stanley's CEOs said what? 🗣️
What to make of the same alarming headline you're reading everywhere 🙋🏻‍♂️
 • Sam Ro, CFA
What happened after the last time the S&P 500's forward P/E was this high 🤔
Plus a charted review of the macro crosscurrents 🔀
 • Sam Ro, CFA
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