Address: [go: up one dir, main page]

Include Form Remove Scripts Accept Cookies Show Images Show Referer Rotate13 Base64 Strip Meta Strip Title Session Cookies

📈 TKer by Sam Ro

Must Reads 🚨

Stock Market 📈

The first half of 2026 confirmed a valuable stock market lesson 🤔

Leaders will lag and the stock market will still go up 🆙

11 hrs ago • Sam Ro, CFA

The hardest part of valuing a company 🔮🧮

Ambitious companies will make unforeseeable changes as they capitalize on a future that has yet to be imagined 🧐

Jun 23 • Sam Ro, CFA

A contrarian note about the falling personal saving rate...💸

It's not great, but not obviously a bad signal 🤔

May 29 • Sam Ro, CFA

Most Popular

10 truths about the stock market 📈

Oct 15, 2021 • Sam Ro, CFA

Every macro layoffs discussion should start with this key metric 📊

Feb 18, 2024 • Sam Ro, CFA

A very long-term chart of U.S. stock prices usually going up 📈

Nov 7, 2023 • Sam Ro, CFA

A high P/E is not a stock market sell signal ⚠️

Dec 15, 2024 • Sam Ro, CFA

If you hate inflation, then you'll love stocks 🎈

Jan 25 • Sam Ro, CFA

The unluckiest market timer I know made another poorly timed trade 🤦🏻‍♂️

Mar 23, 2025 • Sam Ro, CFA

Let's talk about how companies aren't adjusting earnings for multibillion-dollar investment gains 💸

GAAP accounting is great when things are going your way 🤷🏻‍♂️

May 6 • Sam Ro, CFA

Struggling to make sense of Big Tech's $600 billion bet on AI? Here's a metric to watch 📋

A crash course in depreciation and accrual accounting 🧾

Feb 10 • Sam Ro, CFA

Apple and Xbox are raising prices. Here's one thing you can do about it. 💻🎮

If you can't beat 'em, then join 'em 🤝

Jun 29 • Sam Ro, CFA

Burying your head in the sand works for some investors, but it's not the best advice 🫣

Plus a charted review of the macro crosscurrents 🔀

Jun 28 • Sam Ro, CFA

I was on Bloomberg's Odd Lots podcast with writers who won't be replaced by machines 🎙️

Plus a charted review of the macro crosscurrents 🔀

Jun 21 • Sam Ro, CFA

Maybe it's time to rethink how the S&P 500 is constructed 🤯

Plus a charted review of the macro crosscurrents 🔀

Jun 14 • Sam Ro, CFA

Some thoughts on mega IPOs and market indices...🚀

Ultimately, the market will do its work ⚖️

Jun 10 • Sam Ro, CFA

Companies are cashing in on consumers' unwillingness to bargain shop 💸

Plus a charted review of the macro crosscurrents 🔀

Jun 7 • Sam Ro, CFA

Things are looking up in the labor market👍

That's bullish for the stock market, even with Fed rate hike odds rising 📈

Jun 5 • Sam Ro, CFA

📈 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 free time.

Recommendations

Hunterbrook Media

The Sandbox Daily

Blake B. Millard

Matthew C. Klein

Walter Hickey

FT Alphaville

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 🪖👒🎩🧢

Why permabears seem right even when they're wrong 🐻

10 truths about the stock market 📈

📈 TKer by Sam Ro

About Archive Recommendations Sitemap

© 2026 Samuel Ro · Privacy ∙ Terms ∙ Collection notice

Start your Substack Get the app

Substack is the home for great culture

This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts