📈 TKer by Sam Ro
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Stock market targets get revised up weeks after getting cut 🤷🏻♂️
Tariff rhetoric whipsaw and major market reversal has Wall Street scrambling 😵💫
May 13
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Sam Ro, CFA
8
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📈 TKer by Sam Ro
Stock market targets get revised up weeks after getting cut 🤷🏻♂️
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2
'Past performance is' clearly 'no guarantee of future results' 📊
Top fund managers rarely stay on top. Market-beating managers rarely keep beating the market. 📉
May 9
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Sam Ro, CFA
17
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'Past performance is' clearly 'no guarantee of future results' 📊
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Companies aren't withdrawing guidance — but there's a big caveat ✽
An above-average number of companies have actually reaffirmed guidance 🫣
May 6
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Sam Ro, CFA
9
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Companies aren't withdrawing guidance — but there's a big caveat ✽
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Warren Buffett: 'The long-term trend is up' 🤓
Plus a charted review of the macro crosscurrents 🔀
May 4
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Sam Ro, CFA
23
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Warren Buffett: 'The long-term trend is up' 🤓
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Market forecasters face a 'garbage in, garbage out' problem 🗑️
Valuation models are extremely sensitive to inputs that are unusually hard to predict right now 🧮
Apr 29
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Sam Ro, CFA
12
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📈 TKer by Sam Ro
Market forecasters face a 'garbage in, garbage out' problem 🗑️
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1
19 charts to consider as markets swing wildly 📈📊📉
It doesn't look great out there. But it's not all bad! 😬
Apr 23
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Sam Ro, CFA
19
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📈 TKer by Sam Ro
19 charts to consider as markets swing wildly 📈📊📉
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Corporate America's perspective in 3 quotes ☎️
Execs on the frontlines articulate how they're thinking about the future 😬
Apr 21
•
Sam Ro, CFA
18
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Corporate America's perspective in 3 quotes ☎️
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2
Making sense of seemingly conflicting statements about earnings estimates 📊
Plus a charted review of the macro crosscurrents 🔀
Apr 20
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Sam Ro, CFA
17
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📈 TKer by Sam Ro
Making sense of seemingly conflicting statements about earnings estimates 📊
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The stock market's awesome days occur near awful days 📊
A chart with remarkable symmetry 👯♀️
Apr 18
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Sam Ro, CFA
14
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📈 TKer by Sam Ro
The stock market's awesome days occur near awful days 📊
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How companies can be helpful if they decide to yank guidance 🫣
Management could pull back the curtain on a few things 🤔
Apr 14
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Sam Ro, CFA
7
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How companies can be helpful if they decide to yank guidance 🫣
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Put the P/E ratio in timeout for now 🙈
Plus a charted review of the macro crosscurrents 🔀
Apr 13
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Sam Ro, CFA
22
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📈 TKer by Sam Ro
Put the P/E ratio in timeout for now 🙈
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Bear markets in context 🐻
Take a deep breath and look to the big picture 🧘🏻♂️
Apr 7
•
Sam Ro, CFA
10
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📈 TKer by Sam Ro
Bear markets in context 🐻
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