Sam Ro 📈 @SamRo
Award-winning writer of @TKerLLC, the newsletter helping investors maintain sanity amid the noise. 25k+ subs. Long-term optimist. Short-term cautious optimist. tker.co New York, NY Joined January 2011-
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GOLDMAN, on #ECI: “.. Compensation growth was once again disproportionately strong among unionized workers, which we see as a lagging indicator because union workers' contracts adjust less frequently.”
who’s gonna ask Powell tomorrow
Love this chart from @_JoshSchafer of @YahooFinance on the huge jumps in CAPEX. Higher CAPEX and productivity are major drivers for the economy and some reasons why we don't see a recession coming anytime soon. The second chart shows expected CAPEX for the S&P 500, which is…
“Equities don’t need Fed rate cuts for the rally to continue, all they need is solid earnings growth.” @BlackRock
I’ll be honest. Paying people to throw skee ball games sounds like a ton of fun
Before Twitter, I had no idea I was a fascist.
Millennials are now ahead of Baby Boomers in inflation-adjusted home equity for this point in their lives.
Millennials are now ahead of Baby Boomers in inflation-adjusted home equity for this point in their lives.
Cocoa prices down another >10% today, following an historic >15% plunge on Monday. With @BobOnMarkets permission, let's declare the chocolate market has entered "meltdown" territory. Last month, we at @opinion warned the cocoa market was "disorderly." bloomberg.com/opinion/articl…
April Consumer Confidence Index from @Conferenceboard down to 97 vs. 104 est. & 103.1 prior (rev down from 104.7) … present situation down to 142.9 vs. 146.8 prior; expectations down to 66.4 vs. 74 prior
“Customers can soon make a friendly $5 wager on a Hot Shots basketball game, a bet on a Skee-Ball competition or on another arcade game. The betting function, expected to launch in the next few months, will work through the company’s app.” we’re all going to hell
“Customers can soon make a friendly $5 wager on a Hot Shots basketball game, a bet on a Skee-Ball competition or on another arcade game. The betting function, expected to launch in the next few months, will work through the company’s app.” we’re all going to hell
The pessimistic story would be: --Wage growth is telling us inflation is in the 3 to 3.5% range. --Price growth is telling us inflation is in the 3 to 3.5% range. --We should listen.
The optimistic story would be: --Wage growth lags price growth and price growth has slowed (looking over longer windows). --Wages below trend so room for higher nominal wage growth without prices increasing. --Recent price growth has been driven up by quirks.
what ozempic effect
Who is asking for this? *MCDONALD'S TO TEST LARGER BURGER THIS YEAR
“…we humans are also not very good at forecasting the future when new technologies emerge.”
Joe Weisenthal @TheStalwart
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20K Followers 573 Following Head of Client Solutions, Asset Management, Morningstar. "All I know is that I don't know nothing. And that's fine." Opinions mine.@SamRo Maybe it is "doom spending' after all.
Good morning from Pablo and his spring garden.
It is not polite for a guest to break the door. 😂
Discussing the unit economics of @flybladenow’s organ delivery business at @Columbia_Biz!
Blade, the company best known for flying New Yorkers from JFK to Manhattan for $195, is an organ transport service in disguise. Over the last three years, Blade has quietly become the biggest organ transport provider in the US. My latest: sherwood.news/business/blade…
First headshots I’ve had since 2011 and it’s so worth the wait for ones at @riotgames 💜💜💜
@SamRo Someone else just told me they watched it and had a similar reaction. Big time underrated
What are you doing in 12 hours? If you said sleeping, I'd ask you to think again! I'm set to join @FrankCNBC on @CNBCWEX tomorrow at 5am ET. Get up, stay up, and see you there.