TKer

The stock market isn't as crazy as you might think 🤨 tker.co/p/stock-market…

The call to end quarterly earnings reports is 'somewhat ironic' 😒 tker.co/p/goldman-endi…

A few thoughts on the call to end quarterly earnings reports... 🤔 tker.co/p/thoughts-on-…

Raising deepfake awareness by creating a deepfake of his own...

Higher energy costs, massive labor costs ... and yet record-high profit margins? 🤑 tker.co/p/energy-labor…

The stock market isn't as crazy as you might think 🤨 tker.co/p/stock-market…

Investing in another country's stock market isn't about investing in their economy 🌍 tker.co/p/global-marke…

Bizarre moment at Berkshire's annual meeting spotlights cyber risk🤖tker.co/p/warren-buffe…

Apple after Cook, Allbirds after shoes, and TKer Stock Market Truth No. 9 🍎🐦 tker.co/p/apple-cook-a…

Mind your news filter and be wary of front-page risk 📺 tker.co/p/blackrock-la…

If you only have time for one metric, make it this one 💰 tker.co/p/stable-earni…

Thanks for the shoutout!

The epitome of most investor's angst, @SamRo nails it: "When stocks are up, I worry they’ll go down. And when they’re down, I worry they’ll go lower."

I think this is a sign I should rebrand @TKerLLC as the investing newsletter for people who don’t like investing 📈📈

@SamRo 🤔

In hindsight, buying and holding stocks was the right choice this past year. That's easier said than done. This is a nice personal essay from financial newsletter ace @SamRo on how hard that is even for someone like him.

I took no pleasure in that 📈😬 tker.co/p/i-took-no-pl…

“We think many are claiming complacency based on this limited price damage to the S&P 500; however, this ignores the offsetting growth in EPS, which is why looking at the P/E decline is more relevant and revealing.” - MS’s Wilson

“The experts with the highest conviction in their forecasts seem to be commodities analystswho are convinced oil prices are headed higher. But even they struggle to understand why prices aren’t higher already.”