Sam Ro 📈
@SamRo
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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
Joined January 2011
Bridgewater founder Ray Dalio will contribute $250 to fund 300,0000 Trump accounts for children in Connecticut, the hedge fund investor said Wednesday.
bloomberg.com
Bridgewater Associates founder Ray Dalio will contribute $250 to fund 300,0000 Trump accounts for children in Connecticut, the hedge fund investor said Wednesday.
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@SamRo Valuations are backward looking. Which has its place and purpose. But you want to be looking fwd. Can a 22x SPX get to 26? If so how? Why and why not? That matters more than 22x is more expensive than 18x. No one serious about making money cares or thinks like that.
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Train smarter, store freely - no egress fees on Cloudflare's R2 object storage.
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🎯 “One of the most overdiscussed elements of today’s market environment is valuations. The nice thing about valuations is they allow us to compare current prices to history and to other assets to arrive at a logical conclusion about whether something looks cheap, expensive, or
✨Our 2026 outlook is live‼️ 🎬"The Show Must Go On" after another year marked by AI's potential, shifts in monetary policy, and political volatility. Here's how we see it shaping up and where we're finding opportunities⬇️
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Upcoming mega AI IPO candidates are going to make Wall Street answer for the sins of the private market https://t.co/14dWg3mrwv
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The 2025 Limited First Edition Unity Bag has sold out within one week of launch. We are humbled and moved by the overwhelming response and love we have received. The Unity Bag was created as a quiet tribute to Fostering the Future and as a message of hope. It is the greatest
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AI DOWNSTREAMING, MAINSTREAMING? Duke CFO survey shows a substantial pickup in the number of small businesses who plan to invest in AI over the next 12 months
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Waller just moved ahead of Warsh on Kalshi
Fed's Waller says the labor market is very soft but that tariffs are not responsible for job losses
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NEW: Trump's decision on the next Fed chair comes down to who he believes will be more successful in delivering substantially lower rates, which has struggled to get under Powell. That prerequisite creates a credibility problem for whoever is selected, one that will be difficult
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“With just 2 weeks left from the year, U.S. large caps are on track for their third consecutive year of well above average returns: after price returns of 24% and 23%, respectively, in 2023 and 2024, the S&P 500 is up 15.6% year-to-date excluding dividends, vs. an average
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Episode 4 of EBONY x Nationwide: Amplified Rising Visionaries features NFL linebacker Zaire Franklin, founder of Shelice’s Angels, on instant connections, balance, and building impact on & off the field.
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“Expect mid-to-high single-digit returns, driven by earnings growth. We see the fair value for the S&P 500 near 7,200-7,400—assuming a modest multiple compression.”
OUTLOOK SEASON: There are a few key divergences to watch for in 2026 that could make the year somewhat choppy -- with a sharp eye on "good cuts" vs "bad cuts" by the Federal Reserve. The outlook also includes my first annual letter as Chief Investment Strategist at
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“At his core, he’s an AEI guy.”
NEWS: White House economic adviser Kevin Hassett is a frontrunner to be President Donald Trump’s choice to chair the Federal Reserve, but some in the administration are questioning whether he’s up to the job. https://t.co/9EcTuVT0iv
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Jared Kushner’s Affinity Partners is exiting from the takeover battle for Warner Bros.
bloomberg.com
Jared Kushner’s Affinity Partners is exiting from the takeover battle for Warner Bros. Discovery Inc.
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Warner Bros is planning to reject Paramount Skydance’s hostile takeover bid due to concerns about financing and other terms
bloomberg.com
Warner Bros. Discovery Inc. is planning to reject Paramount Skydance Corp.’s hostile takeover bid due to concerns about financing and other terms, people familiar with the matter said.
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Total misinformation—the rise in native-born employment *levels* is because population totals are only updated yearly & between updates they erroneously believe any decrease in the immigrant population means 1:1 rising US-born population US-born *unemployment* is actually UP!
Number of native-born Americans w/ jobs is up 2.6 million over the last 12 months while the number of foreign-born workers employed saw a slight decline; all of the net job growth this year has gone to Americans:
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Magnesiacore. Indoor Pool Drywall and Ceilings is a True Marine Wallboard. When it comes to indoor pools, natatoriums, or other enclosed spaces with high humidity and the moist chemical exposure it entails, you need a construction board that can withstand these elements.
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NEW: Trump is in the final stages of selecting his pick to replace Powell as Fed chair. On Wednesday, he will meet with Chris Waller, a sitting governor who was appointed by the president in his first term. Other front-runners include Kevin Hassett, a longtime loyalist of Trump
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behavior is consistent with recent Indeed survey
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