Lightnews — Scholar-powered news

Sam Ro @tker.co · 16h

🚨🚨"BLS will publish the September 2025 Consumer Price Index (CPI) on Friday, October 24, 2025, at 8:30 A.M. Eastern Time" - BLS

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Sam Ro @tker.co · 17h

"Vinyl Surpasses Stucco as Most Used Principal Exterior Wall Material" - NAHB

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Sam Ro @tker.co · 17h

"Since Converging in May 2025, Sentiment Lifted for Consumers with Large Stock Holdings and Fell for Non-Stockholders" - U Mich October Surveys of Consumers

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Sam Ro @tker.co · 2d

AI Ecosystem Capital Flows - Morgan Stanley

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Sam Ro @tker.co · 3d

According to BofA's analysis of customers receiving paychecks, employment growth slowed in Sept. Analysis of households receiving unemployment insurance payments suggests continuing claims in October are rising

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Sam Ro @tker.co · 4d

"...even if you do all of this due diligence, market timing is noisy and flawed, and paraphrasing another widely used expressions, markets can stay mispriced for longer than you can stay solvent." - Damodaran aswathdamodaran.substack.com/p/a-fairly-h...

A "Fairly Highly Valued" Market": The Fed Chair Opines on Stocks, but should we listen?

Market timing, the impossible dream!

aswathdamodaran.substack.com

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Reposted by Sam Ro

Sam Ro @tker.co · 7d

great data on skewed returns in the S&P 500 via S&P Dow Jones Indices

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Sam Ro @tker.co · 5d

2 market-crash facts that surprised me 📉 www.tker.co/p/surprising...

2 market-crash facts that surprised me 📉

Plus a charted review of the macro crosscurrents 🔀

www.tker.co

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Sam Ro @tker.co · 7d

great data on skewed returns in the S&P 500 via S&P Dow Jones Indices

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Sam Ro @tker.co · 7d

Picking a market-beating stock is far from a coin flip 🪙 www.tker.co/p/most-sp500...

Picking a market-beating stock is far from a coin flip 🪙

A simple concept explains how a few big winners carry the market's returns 📊

www.tker.co

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Sam Ro @tker.co · 8d

BofA 💳: "Total card spending per HH was up 2.2% y/y in the week ending Sep 27, according to BAC aggregated credit & debit card data.Y/y electronics spending fell sharply, likely due to base effects from iPhone launch timing (9/20/24 vs. 9/19/25).Spending growth remains solid despite soft labor data"

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Sam Ro @tker.co · 9d

I remember when we didn't talk about U.S. government shutdowns 🫢 www.tker.co/p/us-governm...

I remember when we didn't talk about U.S. government shutdowns 🫢

There have always been bigger forces moving markets 👀

www.tker.co

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Sam Ro @tker.co · 10d

"305 years ago, the shares of a trading company with no ships and no trade routes rose in price from a little over £100 to a peak near £1,000 in the late summer. But by September 30th, it was all over." -S&P Dow Jones Indices

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Sam Ro @tker.co · 11d

"While valuations across equity markets are elevated, US equity returns were driven less by valuation expansion but by earnings recently." - Goldman

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Sam Ro @tker.co · 11d

Average first-day returns of IPOs

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Sam Ro @tker.co · 11d

"In fiscal year 2025, we sold over 245 million hotdog combos, over 157 million rotisserie chickens, and enough bath tissue to reach the moon and back over 200 times.” - Costco CFO via The Transcript thetranscript.substack.com/p/doing-pret...

Doing Pretty Well

The American economy is doing pretty well at this time

thetranscript.substack.com

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Sam Ro @tker.co · 11d

"Civil unrest risk..."

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Reposted by Sam Ro

Sam Ro @tker.co · 14d

I was on the RenMac Off-Script podcast with Jeffrey deGraaf, Neil Dutta, Steve Pavlick, and Steve Duttenhofer. We talked about the Fed, markets, global investing, the risk of a government shutdown, and much more! Check it out on Apple Podcasts, Spotify, or YouTube! www.youtube.com/watch?v=YZF0...

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Reposted by Sam Ro

Carl Quintanilla @carlquintanilla.bsky.social · 12d

“.. our government gives that financial bailout to a foreign country who in turn makes their prices more competitive and sells into a market that we’re unable to access,” said Caleb Ragland, who grows soybean, wheat and corn ..

@washingtonpost.com
www.washingtonpost.com/business/202...

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Sam Ro @tker.co · 12d

The stock market valuation chart we want now but can't have until 2035 🔮 www.tker.co/p/forward-re...

The stock market valuation chart we want now but can't have until 2035 🔮

Plus a charted review of the macro crosscurrents 🔀

www.tker.co

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Sam Ro @tker.co · 14d

I was on the RenMac Off-Script podcast with Jeffrey deGraaf, Neil Dutta, Steve Pavlick, and Steve Duttenhofer. We talked about the Fed, markets, global investing, the risk of a government shutdown, and much more! Check it out on Apple Podcasts, Spotify, or YouTube! www.youtube.com/watch?v=YZF0...

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Sam Ro @tker.co · 14d

"...sentiment for consumers with larger stock holdings held steady in September, while for those with smaller or no holdings, sentiment decreased..." - UMich consumer sentiment survey

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Sam Ro @tker.co · 16d

Fed Chair Powell's remark about the stock market is not breaking news 🗞️ www.tker.co/p/fed-powell...

Fed Chair Powell's remark about the stock market is not breaking news 🗞️

The Fed has believed stock prices were 'fairly highly valued' for at least two years 🤷🏻‍♂️

www.tker.co

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Sam Ro @tker.co · 17d

outrageous

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Sam Ro @tker.co · 17d

"Economic data delays due to the government shutdown in October 2013"

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