Sam Ro
@tker.co
Editor of TKer.co | Chief evangelist of the stock market usually going up 📈
Pinned
The crummy labor market is yielding a 'tenure dividend' for corporations 💰
The economy isn't working for everyone, but it's working for the stock market 📈
www.tker.co
The crummy labor market is yielding a 'tenure dividend' for corporations 💰 www.tker.co/p/tenure-div...
Reposted by Sam Ro
After 21 years, I'm going to stop the daily posting to my blog Calculated Risk. Thanks to everyone!
I'm still going to write the real estate newsletter and I've started a weekly economic newsletter to replace the blog (but just once a week).
economicweekly.substack.com
I'm still going to write the real estate newsletter and I've started a weekly economic newsletter to replace the blog (but just once a week).
economicweekly.substack.com
January 13, 2026 at 10:01 PM
After 21 years, I'm going to stop the daily posting to my blog Calculated Risk. Thanks to everyone!
I'm still going to write the real estate newsletter and I've started a weekly economic newsletter to replace the blog (but just once a week).
economicweekly.substack.com
I'm still going to write the real estate newsletter and I've started a weekly economic newsletter to replace the blog (but just once a week).
economicweekly.substack.com
Reposted by Sam Ro
JPMORGAN WARNS AGAINST TRUMP’S 10% CREDIT CARD CAP JPMorgan CFO Jeremy Barnum said the bank could challenge President Trump’s order to cap credit card rates at 10%, noting “everything’s on the table.” He warned that the directive could reduce credit availability, harming
January 13, 2026 at 2:26 PM
JPMORGAN WARNS AGAINST TRUMP’S 10% CREDIT CARD CAP JPMorgan CFO Jeremy Barnum said the bank could challenge President Trump’s order to cap credit card rates at 10%, noting “everything’s on the table.” He warned that the directive could reduce credit availability, harming
"...If subprime consumers lose credit access, they would likely need to limit discretionary spend or use more expensive credit forms. Negative effects could be much larger than the benefit from lower payments." - Morgan Stanley
January 13, 2026 at 2:17 PM
"...If subprime consumers lose credit access, they would likely need to limit discretionary spend or use more expensive credit forms. Negative effects could be much larger than the benefit from lower payments." - Morgan Stanley
"A reduction in avg APR to 10% could reduce total monthly payments by $100bn all else equal, but we also expect it would limit credit access and raise fees..." - Morgan Stanley
January 13, 2026 at 2:16 PM
"A reduction in avg APR to 10% could reduce total monthly payments by $100bn all else equal, but we also expect it would limit credit access and raise fees..." - Morgan Stanley
🚛Moving, storage, freight expense -14.3%
People are not moving
People are not moving
CPI for all items rises 0.3% in December; shelter and food up #BLSData www.bls.gov/news.release...
January 13, 2026 at 2:13 PM
🚛Moving, storage, freight expense -14.3%
People are not moving
People are not moving
🔥SUBSCRIPTION AND RENTAL OF VIDEO AND VIDEO GAMES +19.5%
outrageous
outrageous
CPI for all items rises 0.3% in December; shelter and food up #BLSData www.bls.gov/news.release...
January 13, 2026 at 2:12 PM
🔥SUBSCRIPTION AND RENTAL OF VIDEO AND VIDEO GAMES +19.5%
outrageous
outrageous
Powell really knows how to build a consensus. He’s got the support of Republicans, Democrats, former Fed chairs, former Treasury secretaries, world central bankers, and even meme stock traders.
When Jerome Powell went public with his defense of the Fed’s independence, the central bank’s chair found an unlikely army standing behind him: the meme-stock crowd on.wsj.com/3NHUNOL
He’s Their Daddy. Meme-Stock Traders Rush to Powell’s Defense.
Individual investors took to social media to cheer on Fed Chair Jerome Powell, who accused the White House of using a criminal probe to pressure the central bank.
on.wsj.com
January 13, 2026 at 12:29 PM
Powell really knows how to build a consensus. He’s got the support of Republicans, Democrats, former Fed chairs, former Treasury secretaries, world central bankers, and even meme stock traders.
The world’s central bankers stand with Jay Powell
The ECB and other European and international central banks stand in full solidarity with the Federal Reserve System and its Chair Jerome H. Powell.
The independence of central banks is in the interest of the people we serve.
The independence of central banks is in the interest of the people we serve.
January 13, 2026 at 12:01 PM
The world’s central bankers stand with Jay Powell
"Pulte, who spent months last year lambasting Powell on social media and on television, recently pitched Trump on ousting Powell, going so far as to bring 'wanted' posters of the Fed chief along with him, according to three of the people familiar."
‘Freaked out’ about the bond market: White House reels from Powell probe
‘Freaked out’ about the bond market: White House reels from Powell probe
The Justice Department’s investigation into Federal Reserve Chair Jerome Powell has the White House in damage-control mode.
dlvr.it
January 13, 2026 at 12:23 AM
"Pulte, who spent months last year lambasting Powell on social media and on television, recently pitched Trump on ousting Powell, going so far as to bring 'wanted' posters of the Fed chief along with him, according to three of the people familiar."
"The secretary isn't happy, and he let the president know," one source familiar with Bessent's call to Trump told Axios.
SCOOP: Bessent told Trump that investigation of Fed chair creates a "mess"
Scoop: Bessent told Trump that investigation of Fed chair creates a "mess"
"The secretary isn't happy, and he let the president know," one source familiar with Bessent's call to Trump told Axios.
www.axios.com
January 12, 2026 at 7:38 PM
"The secretary isn't happy, and he let the president know," one source familiar with Bessent's call to Trump told Axios.
Reposted by Sam Ro
January 12, 2026 at 4:35 PM
Reposted by Sam Ro
Tillis is spot on. The Senate can't confirm a Trump toady to succeed Powell at the Fed. The rest of the game is now out in the open, and it doesn't end well.
January 12, 2026 at 2:00 AM
Tillis is spot on. The Senate can't confirm a Trump toady to succeed Powell at the Fed. The rest of the game is now out in the open, and it doesn't end well.
"Most expect the U.S. stock market’s growth streak to continue in 2026, fueled by rising earnings, falling interest rates, government stimulus, and consumer spending." @barrons.com www.barrons.com/articles/sto...
January 12, 2026 at 2:07 PM
"Most expect the U.S. stock market’s growth streak to continue in 2026, fueled by rising earnings, falling interest rates, government stimulus, and consumer spending." @barrons.com www.barrons.com/articles/sto...
🚨🚨🔥🔥
Video message from Federal Reserve Chair Jerome H. Powell:
www.youtube.com/watch?v=KckG...
www.federalreserve.gov/newsevents/s...
www.youtube.com/watch?v=KckG...
www.federalreserve.gov/newsevents/s...
Statement by Federal Reserve Chair Jerome H. Powell
YouTube video by Federal Reserve
www.youtube.com
January 12, 2026 at 12:43 AM
🚨🚨🔥🔥
There's a lot of turnover in the S&P 500 🔁 www.tker.co/p/sp500-cons...
There's a lot of turnover in the S&P 500 🔁
Plus a charted review of the macro crosscurrents 🔀
www.tker.co
January 11, 2026 at 2:30 PM
There's a lot of turnover in the S&P 500 🔁 www.tker.co/p/sp500-cons...
Reposted by Sam Ro
The crummy labor market is yielding a 'tenure dividend' for corporations 💰 www.tker.co/p/tenure-div...
The crummy labor market is yielding a 'tenure dividend' for corporations 💰
The economy isn't working for everyone, but it's working for the stock market 📈
www.tker.co
January 7, 2026 at 9:45 PM
The crummy labor market is yielding a 'tenure dividend' for corporations 💰 www.tker.co/p/tenure-div...
Reposted by Sam Ro
27 charts to consider as we look forward in the stock market 📊📉📈 www.tker.co/p/stock-mark...
27 charts to consider as we look forward in the stock market 📊📉📈
An illustrated guide to what's behind Wall Street’s forecasts 🔎
www.tker.co
January 5, 2026 at 8:17 PM
27 charts to consider as we look forward in the stock market 📊📉📈 www.tker.co/p/stock-mark...
Reposted by Sam Ro
The hot debate in the stock market going into 2026 ⚖️ www.tker.co/p/strategist...
The hot debate in the stock market going into 2026 ⚖️
The valuation bulls get some company 🐂
www.tker.co
December 17, 2025 at 8:46 PM
The hot debate in the stock market going into 2026 ⚖️ www.tker.co/p/strategist...
It appears the president may have effectively leaked numbers from this morning’s jobs report last night (HT @nicktimiraos.bsky.social x.com/nicktimiraos...)
January 9, 2026 at 3:08 PM
It appears the president may have effectively leaked numbers from this morning’s jobs report last night (HT @nicktimiraos.bsky.social x.com/nicktimiraos...)
Reposted by Sam Ro
HAPPENING NOW: the much-anticipated US jobs report for last month just dropped! To catch what top finance commentators on Bluesky are saying about this market-moving data, follow & pin this feed: bsky.app/profile/did:...
January 9, 2026 at 1:49 PM
HAPPENING NOW: the much-anticipated US jobs report for last month just dropped! To catch what top finance commentators on Bluesky are saying about this market-moving data, follow & pin this feed: bsky.app/profile/did:...
Reposted by Sam Ro
