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
👀 White House chief of staff Susie Wiles on Trump, Vance, Musk, Vought and Bondi: https://t.co/bHUDHlQzyq
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NEW: @BethanyMac12 who exposed Enron, reports that if you're looking for an AI bubble, you don’t need to look at the hyperscalers. Instead, look at the old-school companies slapping "AI" on pitch decks and watching valuations soar. Companies like RadNet. Our new investigation
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Calling all early birds and night owls: Cboe Index Options let you trade nearly 24 hours a day with global trading hours.
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acting BLS commissioner about to get fired
Just In: The U.S. unemployment rate rises to 4.6%, its highest level since 2021.
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The US tech sector continues losing jobs—overall, employment decreased by 400 last month and is down 6k over the last year That's not as bad as the worst of the 2024 tech-cession, but extremely bad compared to the 2022 boom or even pre-2020 norms
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The US unemployment rate has risen for four consecutive readings for the first time since June 2009.
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President Trump says it perfectly. A patchwork of 50 different state systems creates a maze of conflicting regulations, resulting in chaos. Follow me to join the conversation on leading the AI revolution.
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*US NOV. NONFARM PAYROLLS RISE 64,000 M/M; EST. +50K *US OCT. NONFARM PAYROLLS FALL 105K M/M; EST. -25K *US OCT. RETAIL SALES UNCHANGED M/M; EST. +0.1%
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Please be careful with the November unemployment rate today. As the @BLS_gov cautioned in its FAQ, the “November 2025 CPS labor force estimates will have slightly higher variances than usual …” https://t.co/gOAz6zgDvd The data fog will lift gradually.
bls.gov
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Did you know? Rio Grande LNG has made ~$950,000 in charitable donations focused on community development and supporting 60+ local organizations.
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"In December, FMS investors continue to believe that companies are overinvesting as concerns linger about the AI capex boom." - BofA Global Fund Manager Survey
I remember when they complained companies were spending too much cash on buybacks and not enough on capex. Now they’re complaining companies are spending too much on capex
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cash off the sidelines. cash on the playing field
Cash allocations have fallen to record low levels in Bank of America's latest fund manager survey, with relatively few investors expecting an economic or markets downturn in 2026.
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electric
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Agree with Warren. Question is how. There are many ways.
What is the most consensus call from strategists in 2026? Multiple contraction Everyone saying something to the effect of "2026 will be more about the 'e' than the 'p'."
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What is the most consensus call from strategists in 2026? Multiple contraction Everyone saying something to the effect of "2026 will be more about the 'e' than the 'p'."
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👀
On behalf of Director Park Chan-wook's new film, we are cordially inviting all Fortune 500 CEOs to a special screening of NO OTHER CHOICE. This is truly a film that speaks to our gracious executive leaders and the culture they have cultivated. RSVP at nootherceo@neonrated.com
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*explaining to saint peter that I was just an accountant following orders*
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