📈 TKer by Sam Ro
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Why the stock market isn’t more rattled by higher interest rates 💪
Robust balance sheets afford a lot of financial flexibility 💰
Nov 10
•
Sam Ro, CFA
14
1
8 Wall Street insights after the midterm elections 🇺🇸
Plus a charted review of the macro crosscurrents 🔀
Nov 8
•
Sam Ro, CFA
39
1
Be careful about what your gut is telling you right now 🤢
History says you’d be better off buying than selling after a big one-day drop ⏳
Nov 6
•
Sam Ro, CFA
13
A lesson from November 2016 📉📈
Give it some time ⏳
Nov 4
•
Sam Ro, CFA
24
1
A word of caution about bullish post-midterm election stock market patterns ⚠️
Plus a charted review of the macro crosscurrents 🔀
Nov 1
•
Sam Ro, CFA
37
1
Some quick thoughts on Anthropic, mega IPOs, and ‘existential risks to humanity’ 🤖
Ultimately, the market will do its work ⚖️
Oct 26
•
Sam Ro, CFA
40
5 myths and misunderstandings about investing in the stock market 🤷🏻♂️
Plus a charted review of the macro crosscurrents 🔀
Oct 25
•
Sam Ro, CFA
55
4
The 1987 and 2020 stock market stats that continue to surprise me 🤯
Sometimes, knowing the market is about to crash won’t help you 📉
Oct 20
•
Sam Ro, CFA
41
3
SPECIAL EDITION: TKer’s 5th year taught us you could be right about valuations but wrong about prices 🔀
Plus a charted review of the macro crosscurrents 🔀
Oct 18
•
Sam Ro, CFA
31
3
The stock market ≠ the economy ✋
Plus a charted review of the macro crosscurrents 🔀
Oct 11
•
Sam Ro, CFA
25
2
A bear-case scenario for the long-term, diversified stock market investor 📉
Plus a charted review of the macro crosscurrents 🔀
Oct 4
•
Sam Ro, CFA
56
1
The AI earnings headwind and accounting headache that’s set to intensify 🌬️
Plus a charted review of the macro crosscurrents 🔀
Sep 27
•
Sam Ro, CFA
23
2
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