samro.bsky.social - Profile | ThreadSky | a Reddit-style client for Bluesky

Warren Buffett: America's businesses 'usually find a way' 💪 www.tker.co/p/warren-buf...

submitted 7 hours ago • 0 comments

"Regulation (and relative deregulation) drove multiple compression (and expansion)" - BofA

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"51% of large-cap mutual funds are outperforming their benchmarks YTD" - Goldman Sachs

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🌎 There are currently more than 30,000 subscribers receiving TKer.co newsletters in their inboxes. TKer is read across all 50 states and in 172 countries. Thank you for your support!

submitted 3 days ago • 1 comment

Thanks, @samro.bsky.social !~ Next time you think about saying "markets hate uncertainty," here's @ritholtz.bsky.social via Jason Zweig columnalerts.cmail19.com/t/d-e-sjuvyd...

submitted 4 days ago • 3 comments

Companies plan to 'pass on costs' to customers 🤑 www.tker.co/p/companies-...

submitted 4 days ago • 1 comment

What development would be seen as most bullish / bearish for risk assets in 2025 - BofA Fund Manager Survey

submitted 5 days ago • 1 comment

🆓 Sunday links: the big bond market drawdown, the booming business of ETFs, and why better implies different. https://buff.ly/3EHh76M image: https://buff.ly/4hDiSRb

submitted 6 days ago • 0 comments

The most important Latin phrase in investing 📜 www.tker.co/p/investing-...

submitted 7 days ago • 1 comment

Americans have money, and they're spending it 🛍️ www.tker.co/p/household-...

submitted 9 days ago • 1 comment

Retail sales fell 0.9% in January -4.6% sporting, hobby, music -2.8% cars, parts -1.9% online -1.7% furniture -1.3% building mats, garden -1.2% clothing -0.7% electronics +0.2% grocery +0.8% dept stores +0.9% gas stations +0.9% restaurants, bars www.census.gov/retail/marts...

submitted 9 days ago • 5 comments

If you close your eyes and listen carefully… no you will not have the info to break into the cash operations. But you come close! (Please don’t try)

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“Ironically, the Treasury might initially lose more money than it saves from ceasing penny production. An abrupt stop could mean the demand for nickels increases as businesses round transactions to the nearest five cent increment.” Barclays @tracyalloway.bsky.social www.bloomberg.com/news/newslet...

submitted 10 days ago • 2 comments

Years in which S&P 500 beat or lagged behind the Dow Jones Industrial Average - @wsj.com www.wsj.com/finance/stoc...

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US Profits Surprising by Most in a Year @bloomberg.com www.bloomberg.com/news/newslet...

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EGG prices jump 15.2% in January, biggest one-month jump in 10 years www.bls.gov/news.release...

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"China’s imports of new vehicles have been on a downtrend post-pandemic" - Nomura

submitted 12 days ago • 1 comment

A bullish business investment story is brewing 🏭 www.tker.co/p/capex-inve...

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Industries with Highest Shares of Workers Who Are LIkely Unauthorized Immigrants - GS

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"46% of our survey respondents are considering buying a home in the next five years, while only 32% of consumers are considering selling." - Morgan Stanley

submitted 13 days ago • 2 comments

Five former Treasury Secretaries to the current Treasury Secretary: Hold. The. Line. www.nytimes.com/2025/02/10/o...

submitted 13 days ago • 4 comments

Two Monday morning thoughts: 1) Eliminating the penny reflects a belief that prices aren't coming down. 2) Treasury market operations are complicated. It's not hard to imagine something that's totally regular will appear irregular to someone who's unfamiliar with how it works.

submitted 13 days ago • 1 comment

For the stock market, it's not bad unless it's bad for earnings 💰 www.tker.co/p/stock-mark...

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"In 1812, financial stocks—banks and insurance companies—constituted an estimated 71% of total U.S. stock-market capitalization..." www.wsj.com/finance/inve...

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LinkedIn is a monster sherwood.news/tech/linkedi...

submitted 16 days ago • 2 comments

Inflation Expectations Surge Following Tariff Developments - UMich

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Household consumption of spectator sports reached a near 10-year high in Q2 2024 - BofA

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"The gap between NVDA forecast revenues and 2025 hyperscaler capex assumptions remains wide, but narrowing slightly" - UBS

submitted 17 days ago • 1 comment

"Companies are waiting longer and longer to go public, and some companies never go public... There are 6 million businesses with employment in the US, and the norm for companies is to not be publicly listed in the S&P 500." - Apollo's Slok

submitted 17 days ago • 0 comments

“Consumers had negative perceptions under US President Biden, but were better off in reality which kept them spending and supported the economy. The persistence of that perception-reality divorce matters to the economic outlook.”

submitted 18 days ago • 2 comments

Chipotle Q4 costs rose because of "higher usage of ingredients as we focused on ensuring consistent and generous portions" 🌯 ir.chipotle.com/2025-02-04-C...

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Tariff Uncertainty Raises the Hurdle for Fed Cuts - Morgan Stanley

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"...the uncertainty caused by the trade war could stall production and investment – no company will want to pay a tariff this week if it could avoid it by waiting until next week." - JPM's Kelly

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Goldman: "...the tariffs announced this weekend would reduce our S&P 500 EPS forecasts by roughly 2-3%, not taking into account any additional impact from major financial conditions tightening or a larger-than-expected effect of policy uncertainty on corporate or consumer behavior."

submitted 19 days ago • 0 comments

5 outstanding issues as President Trump threatens the world with tariffs 😬 www.tker.co/p/trump-tari...

submitted 19 days ago • 0 comments

Car Prices Face $3,000 Increase as Tariffs Hit Auto Sector @bloomberg.com www.bloomberg.com/news/article...

submitted 20 days ago • 0 comments

"While the direct impact on US growth from the announced tariffs is still quite modest, the risk is that these policy shifts amplify concerns about future trade policy risks and potential retaliation..." - Goldman

submitted 20 days ago • 1 comment

"Even if tariffs are called off tomorrow, the increase in policy uncertainty will be hard to put back in the bottle" - JPM

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"Our economists expect that fully implemented tariffs would have meaningful consequences..." - Morgan Stanley

submitted 20 days ago • 2 comments

"More than a quarter of US imports come from Mexico and Canada"

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",,,While the outlook is unclear, we think the Canada- and Mexico-focused tariffs are likely to be short-lived..." - Goldman Sachs

submitted 21 days ago • 1 comment

Analysts, companies, and their complicated relationship with earnings estimates 🤝 www.tker.co/p/analysts-e...

submitted 21 days ago • 0 comments

"78% of companies have beat on margins... Companies are beating by 55bps in the aggregate... " - Deutsche Bank

submitted 22 days ago • 1 comment

WATCH: From Financial Markets to Financial Planning w/ @dougboneparth.bsky.social and me! 📺 www.tker.co/p/market-for...

submitted 23 days ago • 1 comment

📲 Mark your calendars! @dougboneparth.bsky.social and I will be live on the Substack app at 1pm ET on Friday. We'll be talking markets and what it means for your money. Missing it risks irreversible financial damage, and no one wants that. substack.com/financesummit

submitted 24 days ago • 0 comments

📲 Mark your calendars! @dougboneparth.bsky.social and I will be live on the Substack app at 1pm ET on Friday. We'll be talking markets and what it means for your money. Missing it risks irreversible financial damage, and no one wants that. substack.com/financesummit

submitted 24 days ago • 0 comments