Profile avatar
tker.co
Editor of TKer.co | Chief evangelist of the stock market usually going up 📈
632 posts 8,023 followers 308 following
Prolific Poster
Conversation Starter

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-...

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

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

"One of the risks of being prolific and public is the built-in assumption that readers are familiar with your body of work. We all occasionally engage in shorthand based on prior beliefs, ideas, and philosophy. This turns out to be an error..." - @ritholtz.bsky.social ritholtz.com/2025/06/mana...

@nytimes.com seeks an economics editor: talkingbiznews.com/media-news/n...

Fed holds rates steady "Although swings in net exports have affected the data, recent indicators suggest that economic activity has continued to expand at a solid pace. The unemployment rate remains low, and labor market conditions remain solid. Inflation remains somewhat elevated."

UBS: "The United States hosts the largest number of USD millionaires in the world, by far. It counts almost 24 million of them, equivalent to 39.7% of the world’s total."

Retail sales fell 0.9% in May: -3.5% cars, parts -2.7% building mats, garden -2.0% gas stations -0.9% restaurants, bars -0.8% grocery -0.6% electronics -0.4% dept stores -0.1% health, personal care +0.8% clothes +0.9% dept stores +1.2% furniture

"Big Beautiful Bill to have little impact on economic growth… …but will very likely increase the US government budget deficit" - BofA June Global Fund Manager Survey

"...recession expectations have collapsed in the past 2 months..." - BofA June Global Fund Manager Survey

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-...

"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%."