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\ud83d\udcc8 TKer by Sam Ro

Sam Ro, CFA
Hundreds of paid subscribers

The stock market usually goes up. News, data, and insights without the noise. For long-term investors with limited free time.

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Substack
PricingFreemiumPublishesTwice weekly
Issues677Founded7 years agoLast Issue5 days ago
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Latest Issues

Most stock-picking pros have been underperforming this year's rollercoaster ride higher 🫤

New data confirms this persistent trend 📊

It remains tough to generate stock market returns that beat (or outperform) a passively managed fund tracking the S&P 500.

5 days ago
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Is a higher earnings bar really harder to clear? 📏

Ahead of quarterly earnings season, analysts have typically revised their earnings estimates lower.

Why does that happen? The theory goes something like this: Analysts initially publish estimates that are a bit rosy, which is consistent wi...

9 days ago
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Why the interest rate ‘bark’ has been worse than its ‘bite’ 🐶

Borrowers are “well positioned to absorb higher rates” ... for now 💵

Broadly speaking, rising long-term interest rates are a headwind for borrowers, including most households, businesses, and governments.

12 days ago
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The first question to ask when someone tells you where stocks are headed 🙋🏻‍♂️

Things are a bit quiet today with U.S. stock markets closed for the Labor Day holiday.

If you’re looking for something to pass the time, check out 12 stock market charts that caught my attention 📊📈 and 24 quick thoughts on the markets an...

15 days ago
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12 stock market charts that caught my attention 📊📈

Some bullish. Some less so. 🤔

All things considered, it’s been a pretty good year for the stock market.

20 days ago
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Authors

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  • Sam Ro, CFA

    \ud83d\udcc8 Chief evangelist of how the stock market usually goes up. Optimist long term. Cautious optimist short term. Formerly Axios Markets, Yahoo Finance, Business Insider, Forbes. CFA charterholder. SABEW Best In Business Award winner.

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