Award-winning writer of @TKerLLC, the newsletter about how the stock market usually goes up. 36k+ subs. Long-term optimist. Short-term cautious optimist.
New York, NY
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Sam Ro 📈 retweeted
So far, this storm is a reminder that weathermen exist to make economists look good.
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Nearly 60% of all ratings on S&P 500 stocks are buy ratings, which is the highest percentage in more than 15 years.
Read the full article by John Butters: bit.ly/4xKcdeW
ALT Line graph showing S&P 500 Ratings Percentage from 2010 to 2026, based on FactSet data. The green line represents Buy ratings, the yellow line represents Hold ratings, and the red line represents Sell ratings. Buy ratings fluctuate between 45% and 60%, Hold ratings between 35% and 50%, and Sell ratings remain below 10%.
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Sam Ro 📈 retweeted
Reading Eurasia Groups summary of Xi's state visit.
Imagine telling someone in 2017 or 2018 that Trump would be the most China-dovish President we'd see for the rest of our lives.
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Sam Ro 📈 retweeted
Dear Global Citizens,
Due to the extreme weather forecast for New York City this weekend, we have made the difficult decision, in consultation with the City of New York and NYC Parks,
to cancel this year’s Global Citizen Festival.
Forecasts predict dangerous conditions and circumstances in which we cannot safely bring tens of thousands of Global Citizens, artists, crew, vendors, partners, and staff onto the Great Lawn, let alone all of the equipment required. Safety has to come first. This is the first time in 14 years we’ve had to cancel. We have spent this week working through countless contingencies, which were ultimately not possible, and cancelling is a decision we have not taken lightly.
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“We know just in this last month alone that 40% of consumers used an AI tool to make a purchase in food." - General Mills COO wsj.com/livecoverage/stock-m…
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Sam Ro 📈 retweeted
Chart of the day:
SpaceX, Anthropic, and OpenAI are valued higher than every US tech IPO of the past 45 years combined!
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Sam Ro 📈 retweeted
Matt's recent pieces suggesting that rising yields are a reflection of benign and even favorable US economic trends have been great counters to the more concerning narratives
New at THE OVERSHOOT:
The Fed Finally Gets It
theovershoot.co/p/the-fed-fi…
Tariffs, Hormuz, and fiscal policy are not good reasons to hike. The underlying growth trend and the asymmetric sensitivity of private sector spending to the level of interest rates are.
Plus: margin debt!
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Sam Ro 📈 retweeted
📈Strong US capex trends...
....even when you adjust for inflation
▶️Led by AI-investment surge, but also visible across machinery, metals and transportation equipment
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Sam Ro 📈 retweeted
On September 25, the #GDPNow model nowcast of real GDP growth in Q3 2026 is 5.0%: bit.ly/32EYojR. #ATLFedResearch
Download our EconomyNow app or go to our website for the latest GDPNow nowcast: atlfed.org/46BOWkD.
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Sam Ro 📈 retweeted
Trump 2015: “I would not be throwing him (Xi Jinping) a dinner… I’d get him a McDonald's hamburger and I’d say we gotta get down to work because you can’t continue to devalue (the Chinese currency).”
Trump in 2026 showing Xi a photograph of himself hanging in the White House: “We have a lot of respect for you….we’ve had that up for a year. A lot of respect.”
“Who is that? I don’t recognize him!” 🤣
@POTUS shows President Xi their photo hanging in the West Wing
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