Sam Ro
@tker.co
Editor of TKer.co | Chief evangelist of the stock market usually going up 📈
📉Private U.S. employers shed 11,250 jobs in the four weeks ending Oct. 25, according to payroll processor ADP.
For more on what the private data providers are saying about jobs, see below
For more on what the private data providers are saying about jobs, see below
November 11, 2025 at 2:10 PM
📉Private U.S. employers shed 11,250 jobs in the four weeks ending Oct. 25, according to payroll processor ADP.
For more on what the private data providers are saying about jobs, see below
For more on what the private data providers are saying about jobs, see below
Roundup of shutdown commentary from the earnings calls, via FactSet advantage.factset.com/hubfs/Websit...
November 9, 2025 at 2:45 PM
Roundup of shutdown commentary from the earnings calls, via FactSet advantage.factset.com/hubfs/Websit...
University of Michigan notes consumer sentiment fell in October and was "widespread throughout the population."
Except for one key demographic:
Except for one key demographic:
November 7, 2025 at 3:17 PM
University of Michigan notes consumer sentiment fell in October and was "widespread throughout the population."
Except for one key demographic:
Except for one key demographic:
Apple segment revenue vs other companies' total revenue, via Ben Carlson awealthofcommonsense.com/2025/11/is-n...
November 7, 2025 at 2:22 PM
Apple segment revenue vs other companies' total revenue, via Ben Carlson awealthofcommonsense.com/2025/11/is-n...
"The $8 billion paid in monthly SNAP benefits represents around 10% of retail grocery sales..." - RBC www.rbc.com/en/thought-l...
October 30, 2025 at 9:35 PM
"The $8 billion paid in monthly SNAP benefits represents around 10% of retail grocery sales..." - RBC www.rbc.com/en/thought-l...
From Goldman Sachs' survey of their investment bankers (22 partners, 49 MDs, and 34 VPs)
"... AI has so far been more used to increase productivity and revenue (47%) than to cut costs (20%). Furthermore, our survey suggests that only 11% of US companies are actively reducing headcount due to AI..."
"... AI has so far been more used to increase productivity and revenue (47%) than to cut costs (20%). Furthermore, our survey suggests that only 11% of US companies are actively reducing headcount due to AI..."
October 30, 2025 at 4:54 PM
From Goldman Sachs' survey of their investment bankers (22 partners, 49 MDs, and 34 VPs)
"... AI has so far been more used to increase productivity and revenue (47%) than to cut costs (20%). Furthermore, our survey suggests that only 11% of US companies are actively reducing headcount due to AI..."
"... AI has so far been more used to increase productivity and revenue (47%) than to cut costs (20%). Furthermore, our survey suggests that only 11% of US companies are actively reducing headcount due to AI..."
Meme stock trading isn't exactly new. You shoulda seen the action in the subprime lenders, Fannie/Freddie, Lehman, GM, and a bunch of other tickers ending in Q during the financial crisis.
October 30, 2025 at 3:54 PM
Meme stock trading isn't exactly new. You shoulda seen the action in the subprime lenders, Fannie/Freddie, Lehman, GM, and a bunch of other tickers ending in Q during the financial crisis.
Job Seeker Interest in Holiday Jobs Surges - Indeed www.hiringlab.org/2025/10/16/j...
October 17, 2025 at 6:39 PM
Job Seeker Interest in Holiday Jobs Surges - Indeed www.hiringlab.org/2025/10/16/j...
It’s the 17th anniversary of Warren Buffett’s op-ed during the financial crisis.
The S&P 500 fell another 26% before bottoming. www.tker.co/p/warren-buf...
The S&P 500 fell another 26% before bottoming. www.tker.co/p/warren-buf...
October 16, 2025 at 3:07 PM
It’s the 17th anniversary of Warren Buffett’s op-ed during the financial crisis.
The S&P 500 fell another 26% before bottoming. www.tker.co/p/warren-buf...
The S&P 500 fell another 26% before bottoming. www.tker.co/p/warren-buf...
FRED Adds New Work-from-Home Data news.research.stlouisfed.org/2025/08/fred...
October 15, 2025 at 2:21 PM
FRED Adds New Work-from-Home Data news.research.stlouisfed.org/2025/08/fred...
The charts on the left are from Aug. The charts on the right are from Sunday.
I need to read this more carefully, but it sounds like consumers will be absorbing a smaller share of tariff costs than Goldman previously estimated
I need to read this more carefully, but it sounds like consumers will be absorbing a smaller share of tariff costs than Goldman previously estimated
October 13, 2025 at 6:10 PM
The charts on the left are from Aug. The charts on the right are from Sunday.
I need to read this more carefully, but it sounds like consumers will be absorbing a smaller share of tariff costs than Goldman previously estimated
I need to read this more carefully, but it sounds like consumers will be absorbing a smaller share of tariff costs than Goldman previously estimated
"Since Converging in May 2025, Sentiment Lifted for Consumers with Large Stock Holdings and Fell for Non-Stockholders" - U Mich October Surveys of Consumers
October 10, 2025 at 2:50 PM
"Since Converging in May 2025, Sentiment Lifted for Consumers with Large Stock Holdings and Fell for Non-Stockholders" - U Mich October Surveys of Consumers
