Sam Ro ๐Ÿ“ˆ

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Sam Ro ๐Ÿ“ˆ

Sam Ro ๐Ÿ“ˆ

@SamRo

Award-winning writer of @TKerLLC, the newsletter about how the stock market usually goes up. 34k+ subs. Long-term optimist. Short-term cautious optimist.

New York, NY Sumali Ocak 2011
3K Sinusundan75K Mga Tagasunod
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Sam Ro ๐Ÿ“ˆ
Sam Ro ๐Ÿ“ˆ@SamRoยท
Stocks usually go up most of the time. That's 100% true.
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Sam Ro ๐Ÿ“ˆ
Sam Ro ๐Ÿ“ˆ@SamRoยท
Year to date, the S&P 500 is down 3.5%. In the same period last year, it was down 3.5%.
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Sam Ro ๐Ÿ“ˆ@SamRoยท
โ€œIt takes two to TACO, and the reality is the Iranians also have a say in when this war endsโ€ฆโ€ @CroftHelima on @CNBCClosingBell This is a good point that a lot of people miss. The classical TACO playbook doesnโ€™t really work here
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Sam Ro ๐Ÿ“ˆ
Sam Ro ๐Ÿ“ˆ@SamRoยท
"Tomorrow marks the official start of Spring and prices at the pump continued to climb by 28 cents since last week. With the Spring equinox ushering in warmer weather and more time on the road, gas prices are trending upward alongside seasonal demand." - AAA
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Sam Ro ๐Ÿ“ˆ@SamRoยท
Spending on airlines is up 15.3% y/y, gas is up 14.4%, according to BofA card data
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Kendra Barnett
Kendra Barnett@KendraEBarnettยท
Totally normal and cool
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Mike Larson
Mike Larson@RealMikeLarsonยท
At our Las Vegas event, I sat down with @SamRo & Deron Wagner to get their market takes and investing/trading tips. Check out this week's @MoneyShow podcast for more ๐ŸŽ™๏ธ ๐Ÿ‘‡ The Golden Rule of Trading: Trade What You SEE, Not What You THINK youtu.be/qZDeoqe1Ig0?siโ€ฆ via @YouTube
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Joe Weisenthal
Joe Weisenthal@TheStalwartยท
Last year, Donald Trump Jr. invested in a rare earths startup at a $200 million valuation. Then three months later, the US government announced a huge loan backstop for the company and now it's worth around $2 billion. bloomberg.com/news/features/โ€ฆ
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Michael Mauboussin
Michael Mauboussin@mjmauboussinยท
Self Recommending: "One Hundred Years in the U.S. Stock Markets" by Hendrik Bessembinder. A century of data for nearly 30,000 U.S. public companies. Fun fact: "Shareholders' wealth was enhanced by $91 trillion over the century, but long-term investors in nearly 60% of stocks incurred wealth reductions." papers.ssrn.com/sol3/papers.cfโ€ฆ
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Javier Blas
Javier Blas@JavierBlasยท
QatarEnergy CEO says the Iranian attack overnight damaged ~17% of its LNG production capacity, and it would take 3-5 years to repair the damage. reuters.com/business/energโ€ฆ
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NAHB ๐Ÿ 
NAHB ๐Ÿ @NAHBhomeยท
Single-family home sales plunged in January to an annual rate of 587,000, down 17.6% from Dec. 2025 and 11.3% lower than a year ago. The median sales price of new homes in January was $400,500, down 4.5% from Dec. 2025 and 6.8% from last year. #housingaffordability #realestate
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Sam Ro ๐Ÿ“ˆ@SamRoยท
"Iran war could cause supply chain kinks: Taiwan and Korea, top chip producers, rely on the Middle East for nearly 70% of their crude oil imports, and 20-25% of LNG imports." - BofA on AI capex
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