📈 TKer by Sam Ro

📈 TKer by Sam Ro

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Mind the gap between GAAP and non-GAAP earnings ⚠️
It's not as simple as saying that non-GAAP accounting is bad 🧮
 • 
Sam Ro, CFA
Does it always make sense to think of a 20% decline in your portfolio as a loss? 🤨
Plus a charted review of the macro crosscurrents 🔀
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Sam Ro, CFA
Stocks usually look past geopolitical events, but they shouldn't be ignored 🫣
Staying invested doesn't mean dismissing the risk of things getting worse 🤔
 • 
Sam Ro, CFA
2
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10 truths about the stock market 📈
 • Sam Ro, CFA
2
Every macro layoffs discussion should start with this key metric 📊
 • Sam Ro, CFA
A very long-term chart of U.S. stock prices usually going up 📈
 • Sam Ro, CFA
A high P/E is not a stock market sell signal ⚠️
 • Sam Ro, CFA
2
I'm nervous, too! 🤮
 • Sam Ro, CFA
1
The unluckiest market timer I know made another poorly timed trade 🤦🏻‍♂️
 • Sam Ro, CFA
This year's historic stock market swing brings attention to an unsettling trend 🎢
Volatility shocks are more common 🛬
 • 
Sam Ro, CFA
Why elevated interest rates aren't a big problem for the stock market 🤨
Four observations addressing investor concerns 👍
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Sam Ro, CFA
An economic warning sign in the hard data ⚠️
Business investment activity took a hit in April 👎
 • 
Sam Ro, CFA
It's not too early to talk about 2027 🗓️
Past the near-term noise, Morgan Stanley sees earnings growth 📈
 • 
Sam Ro, CFA
The cost of American exceptionalism 🇺🇸
U.S. workers don't have much leverage, which is good news for corporate profits 📈
 • 
Sam Ro, CFA
9 once-hot economic charts that cooled 📉
Plus a charted review of the macro crosscurrents 🔀
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Sam Ro, CFA
Goldman Sachs: 'There is no evidence of mean reversion in equity valuations' 🤯
Just because you can calculate an average doesn't mean it'll have a gravitational pull🤦‍♂️
 • 
Sam Ro, CFA
Sometimes, the best business decision is to change businesses 💔
Plus a charted review of the macro crosscurrents 🔀
 • 
Sam Ro, CFA
3
Economic data quality deteriorates — 2 thoughts for investors 🧮
Plus a charted review of the macro crosscurrents 🔀
 • 
Sam Ro, CFA
1
📈 TKer by Sam Ro
📈 TKer by Sam Ro
The stock market usually goes up. News, data, and insights without the noise. For long-term investors with limited time.
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Catch Up!
The stat explaining why the stock market gets so much negative news coverage 📺
How capitalism will keep AI from destroying the things we love 🤖
A better way of thinking about Wall Street's year-end price targets 🗺️
The S&P 500 experiences a ton of turnover 🔀
4 different ways of looking at the exact same economy 🪖👒🎩🧢
The other side of the Fed's inflation 'mistake' 🧐
Why permabears seem right even when they're wrong 🐻
10 truths about the stock market 📈

📈 TKer by Sam Ro

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