tker.co - Profile | ThreadSky | a Reddit-style client for Bluesky

Stocks usually look past geopolitical events, but they shouldn't be ignored 🫣 www.tker.co/p/stock-mark...

submitted 3 hours ago • 0 comments

Sometimes, the best business decision is to change businesses 💔 www.tker.co/p/companies-...

submitted 1 day ago • 1 comment

This year's historic stock market swing brings attention to an unsettling trend 🎢 www.tker.co/p/stock-mark...

submitted 5 days ago • 0 comments

"Consumer sentiment improved for the first time in six months, climbing 16% from last month but remaining about 20% below December 2024, when sentiment had exhibited a post-election bump." - Univ. of Michigan

submitted 3 days ago • 6 comments

This year's historic stock market swing brings attention to an unsettling trend 🎢 www.tker.co/p/stock-mark...

submitted 5 days ago • 0 comments

"occupational mobility among job switchers is high. Almost two-thirds (64%) of those moving into a new job from another changed occupations" - Indeed www.hiringlab.org/2025/06/10/j...

submitted 6 days ago • 0 comments

Economic data quality deteriorates — 2 thoughts for investors 🧮 www.tker.co/p/economic-d...

submitted 8 days ago • 0 comments

BofA💳📈: "Total card spending per HH was up 0.5% y/y in the week ending May 31, according to BAC aggregated credit & debit card data. Relative to last week, airlines & transit saw the biggest rise in spending growth. Furniture saw the biggest decline."

submitted 10 days ago • 1 comment

"the number of employees at peak for companies that have, at some point since the 1950s, been the largest in the U.S." - DB

submitted 11 days ago • 2 comments

According to Gallup, 62% of Americans have money invested in the stock market.

submitted 12 days ago • 0 comments

On TACO trades, stock market vigilantes, Trump puts ... whatever you wanna call it 🌮 www.tker.co/p/taco-trade...

submitted 13 days ago • 0 comments

“…each day, American businesses make roughly three times as many hiring decisions as firing decisions so any hesitancy to hire could have a very negative impact on job growth and the unemployment rate…” - JPM’s Kelly

submitted 13 days ago • 0 comments

"The cost of political involvement" - BofA

submitted 14 days ago • 1 comment

This chart from Goldman is really something

submitted 14 days ago • 0 comments

Why elevated interest rates aren't a big problem for the stock market 🤨 www.tker.co/p/why-intere...

submitted 14 days ago • 0 comments

"of the 488 S&P 500 constituents that reported Q1 2025 earnings until Friday’s close, 77% have beaten analysts’ estimates, ahead of the long-term average of 73%" - S&P Dow Jones

submitted 14 days ago • 1 comment

The median 89.6% figure tells me it's hard to pick winning stocks. The average 338.5% figure tells me you should buy all the stocks because that'll get you the few stocks with mega price gains that drive the positive returns in your portfolio.

submitted 15 days ago • 0 comments

Identifying winning stocks is hard. Holding winning stocks is a nightmare. 🫠 www.tker.co/p/best-perfo...

submitted 15 days ago • 1 comment

Statement on Chair Powell's meeting with the President

submitted 18 days ago • 1 comment

The simple explanation for why the stock market is holding up 💪 www.tker.co/p/resilient-...

submitted 18 days ago • 0 comments

💳JPM: "As of 20 May 2025, our Chase Consumer Card spending data (unadjusted) was 1.5% above the same day last year. Based on the Chase Consumer Card data through 20 May 2025, our estimate of the US Census May control measure of retail sales m/m is 0.46%."

submitted 19 days ago • 0 comments

An economic warning sign in the hard data ⚠️ www.tker.co/p/core-capex...

submitted 20 days ago • 0 comments

I was on Joe Fahmy's podcast! We covered a lot of stuff including how I went from studying religion to writing about the stock market 🤷🏻‍♂️ www.tker.co/p/sam-ro-on-...

submitted 23 days ago • 0 comments

Average number of days working from home every week, by country - Apollo's Slok

submitted 20 days ago • 0 comments

I was on Joe Fahmy's podcast! We covered a lot of stuff including how I went from studying religion to writing about the stock market 🤷🏻‍♂️ www.tker.co/p/sam-ro-on-...

submitted 23 days ago • 0 comments

"Even God Would Get Fired..." - Wes Gray via Michael Mauboussin www.morganstanley.com/im/en-us/fin...

submitted 24 days ago • 1 comment

It's not too early to talk about 2027 🗓️ www.tker.co/p/morgan-sta...

submitted 25 days ago • 1 comment

Remembering moments when I thought things took a permanent turn for the worse 🙇‍♂️ www.tker.co/p/market-eco...

submitted 29 days ago • 2 comments

"Moody's Ratings (Moody's) has downgraded the Government of United States of America's (US) long-term issuer and senior unsecured ratings..." ratings.moodys.com/ratings-news...

submitted 31 days ago • 0 comments

💳Early May card spending data is pretty resilient: 📈JPM: "As of 08 May 2025, our Chase Consumer Card spending data (unadjusted) was 2.3% above the same day last year. ...our estimate of the US Census May control measure of retail sales m/m is 0.54%."

submitted 31 days ago • 1 comment

Consumers Anticipate Rising Unemployment and Elevated Risks of Personal Job Loss - UMich consumer sentiment survey

submitted 31 days ago • 0 comments

✈️"...over 70% of respondents plan on vacationing this summer, a higher percentage than in last year's survey." - BofA

submitted 32 days ago • 2 comments

Retail sales +0.1% in April: +1.2% restaurants, bars +0.8% building mats, garden +0.3% furniture +0.3% electronics +0.2% online -0.1% grocery -0.1% cars, parts -0.2% health, personal care -0.4% clothes -0.5% gas stations -1.4% dept stores -2.5% sporting, hobby, music

submitted 32 days ago • 10 comments

"Retail traders have net bought $50Bn in cash equity as the market bounced since Apr 8th... The buy-the-dip strategy in early April has clearly paid off. We estimate retail investors’ portfolio is up 15.1% since Apr 8th..." - JPM

submitted 32 days ago • 0 comments

Goldman: "...country-specific tariffs are unlikely to result in much reshoring because production costs for alternative suppliers of US imports are well below the US’s for most products."

submitted 33 days ago • 0 comments

See @hmeisler.bsky.social's pinned post.

submitted 34 days ago • 0 comments

Stocks usually look past geopolitical events, but they shouldn't be ignored 🫣 www.tker.co/p/stock-mark...

Sometimes, the best business decision is to change businesses 💔 www.tker.co/p/companies-...

This year's historic stock market swing brings attention to an unsettling trend 🎢 www.tker.co/p/stock-mark...

"Consumer sentiment improved for the first time in six months, climbing 16% from last month but remaining about 20% below December 2024, when sentiment had exhibited a post-election bump." - Univ. of Michigan

This year's historic stock market swing brings attention to an unsettling trend 🎢 www.tker.co/p/stock-mark...

"occupational mobility among job switchers is high. Almost two-thirds (64%) of those moving into a new job from another changed occupations" - Indeed www.hiringlab.org/2025/06/10/j...

Economic data quality deteriorates — 2 thoughts for investors 🧮 www.tker.co/p/economic-d...

BofA💳📈: "Total card spending per HH was up 0.5% y/y in the week ending May 31, according to BAC aggregated credit & debit card data. Relative to last week, airlines & transit saw the biggest rise in spending growth. Furniture saw the biggest decline."

"the number of employees at peak for companies that have, at some point since the 1950s, been the largest in the U.S." - DB

According to Gallup, 62% of Americans have money invested in the stock market.

On TACO trades, stock market vigilantes, Trump puts ... whatever you wanna call it 🌮 www.tker.co/p/taco-trade...

“…each day, American businesses make roughly three times as many hiring decisions as firing decisions so any hesitancy to hire could have a very negative impact on job growth and the unemployment rate…” - JPM’s Kelly

"The cost of political involvement" - BofA

This chart from Goldman is really something

Why elevated interest rates aren't a big problem for the stock market 🤨 www.tker.co/p/why-intere...

"of the 488 S&P 500 constituents that reported Q1 2025 earnings until Friday’s close, 77% have beaten analysts’ estimates, ahead of the long-term average of 73%" - S&P Dow Jones

The median 89.6% figure tells me it's hard to pick winning stocks. The average 338.5% figure tells me you should buy all the stocks because that'll get you the few stocks with mega price gains that drive the positive returns in your portfolio.

Identifying winning stocks is hard. Holding winning stocks is a nightmare. 🫠 www.tker.co/p/best-perfo...

Statement on Chair Powell's meeting with the President

The simple explanation for why the stock market is holding up 💪 www.tker.co/p/resilient-...

💳JPM: "As of 20 May 2025, our Chase Consumer Card spending data (unadjusted) was 1.5% above the same day last year. Based on the Chase Consumer Card data through 20 May 2025, our estimate of the US Census May control measure of retail sales m/m is 0.46%."

An economic warning sign in the hard data ⚠️ www.tker.co/p/core-capex...

I was on Joe Fahmy's podcast! We covered a lot of stuff including how I went from studying religion to writing about the stock market 🤷🏻‍♂️ www.tker.co/p/sam-ro-on-...

Average number of days working from home every week, by country - Apollo's Slok

I was on Joe Fahmy's podcast! We covered a lot of stuff including how I went from studying religion to writing about the stock market 🤷🏻‍♂️ www.tker.co/p/sam-ro-on-...

"Even God Would Get Fired..." - Wes Gray via Michael Mauboussin www.morganstanley.com/im/en-us/fin...

It's not too early to talk about 2027 🗓️ www.tker.co/p/morgan-sta...

Remembering moments when I thought things took a permanent turn for the worse 🙇‍♂️ www.tker.co/p/market-eco...

"Moody's Ratings (Moody's) has downgraded the Government of United States of America's (US) long-term issuer and senior unsecured ratings..." ratings.moodys.com/ratings-news...

💳Early May card spending data is pretty resilient: 📈JPM: "As of 08 May 2025, our Chase Consumer Card spending data (unadjusted) was 2.3% above the same day last year. ...our estimate of the US Census May control measure of retail sales m/m is 0.54%."

Consumers Anticipate Rising Unemployment and Elevated Risks of Personal Job Loss - UMich consumer sentiment survey

✈️"...over 70% of respondents plan on vacationing this summer, a higher percentage than in last year's survey." - BofA

Retail sales +0.1% in April: +1.2% restaurants, bars +0.8% building mats, garden +0.3% furniture +0.3% electronics +0.2% online -0.1% grocery -0.1% cars, parts -0.2% health, personal care -0.4% clothes -0.5% gas stations -1.4% dept stores -2.5% sporting, hobby, music

"Retail traders have net bought $50Bn in cash equity as the market bounced since Apr 8th... The buy-the-dip strategy in early April has clearly paid off. We estimate retail investors’ portfolio is up 15.1% since Apr 8th..." - JPM

Goldman: "...country-specific tariffs are unlikely to result in much reshoring because production costs for alternative suppliers of US imports are well below the US’s for most products."

See @hmeisler.bsky.social's pinned post.

Stock market targets get revised up weeks after getting cut 🤷🏻‍♂️ www.tker.co/p/goldman-sa...

Dec 31: S&P 500 closed at 5,881 Today: S&P 500 trades at 5,881 Crazy

JPM: "We believe recession risks are still elevated, but now below 50%."