iiinova — where your digital self keeps evolving

Sam Ro @tker.co · 01/10/2026

World Stock Market Capitalization as a Share of GDP, 1800–2025 - Ibbotson, CFA Institute rpc.cfainstitute.org/research/fou...

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Sam Ro @tker.co · 01/10/2026

Number of Companies Listed on the NYSE, Nasdaq, and American Exchanges, 1926–2025 - Ibbotson rpc.cfainstitute.org/research/fou...

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Sam Ro @tker.co · 29/09/2026

"The Consumer Confidence Index deteriorated notably in September, following two prior months of softening... References to prices, the high cost of goods and services, and oil and gas prices in particular, rose to new heights, reflecting September’s surge in fuel costs." - The Conference Board

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Sam Ro @tker.co · 29/09/2026

"The S&P 500 P/E has declined this year alongside rising interest rates" - GS

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Sam Ro @tker.co · 25/09/2026

"..broad agreement across the political spectrum that the outlook for the economy has weakened.. After particularly large declines in sentiment this month, Republican sentiment is now 20% lower than January 2026; Democrats are down 13% over the same period." -UMich sentiment survey sca.isr.umich.edu

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Sam Ro @tker.co · 24/09/2026

Bonds don't get enough credit for how they helped advance the world. Like many of history's great inventions, bonds emerged from the need to solve big problems. But their earliest forms were crude, and their development has been a fascinating process involving many characters and many challenges...

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Sam Ro @tker.co · 22/09/2026

"Diesel Has Many Uses Beyond Just Auto and Truck Fuel" - GS

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Sam Ro @tker.co · 21/09/2026

"S&P 500 EPS estimates have been sharply upgraded every quarter over the last year or so" - DB www.dbresearch.com/PROD/IE-PROD...

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Sam Ro @tker.co · 18/09/2026

“Father Time always wins. He has, however, been generous with me.” - Warren Buffett

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Sam Ro @tker.co · 10/09/2026

"The national average for a gallon of regular gasoline went up 13 cents since last week to $4.27 as crude oil prices continue climbing. ...the national average is increasing during a season when gas prices typically go down due to lower gasoline demand." - AAA

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Sam Ro @tker.co · 07/09/2026

"Corporate net interest payments have fallen to 0.4% of GDP because firms locked in record-low fixed rates during the pandemic..." - Apollo's Slok

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Sam Ro @tker.co · 04/09/2026

Bloom Energy, Illumina, Everpure to join S&P 500. Molson Coors, Trade Desk, Builders FirstSource are out

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Sam Ro @tker.co · 03/09/2026

"Labor Day weekend travelers are facing the highest gas prices ever for this time of year. The national average is $4.14, up 4 cents from last week." - AAA

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Sam Ro @tker.co · 03/09/2026

🤣"Clearly guilt is part of the joy, which says something about the religious nature of American society that is beyond the scope of economics." -Allison Schrager www.bloomberg.com/opinion/arti...

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Sam Ro @tker.co · 03/09/2026

With AI adoption, many companies are retraining workers. Few are laying off workers. - @newyorkfed.org survey via Torsten Slok libertystreeteconomics.newyorkfed.org/2026/09/busi...

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Sam Ro @tker.co · 02/09/2026

Shout out to Dr Ed yardeni.com/charts/globa...

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Sam Ro @tker.co · 31/08/2026

The number of S&P 500 stocks with negative beta is unusually high, via Richard Bernstein Advisors www.rbadvisors.com/insights/cha...

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Sam Ro @tker.co · 28/08/2026

LIVE www.youtube.com/watch?v=0UIK...

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Sam Ro @tker.co · 25/08/2026

US Employment By Federal Reserve District - Apollo's Slok

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Sam Ro @tker.co · 14/08/2026

"Only 8% of Consumers Expect Income Growth to Outpace Inflation Over the Next Year" - UMich consumer sentiment survey

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Sam Ro @tker.co · 14/08/2026

Young people are Rothmaxxing

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Sam Ro @tker.co · 14/08/2026

www.barrons.com/articles/sto...

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Sam Ro @tker.co · 13/08/2026

Reddit is joining the S&P 500 next week

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Sam Ro @tker.co · 13/08/2026

"So far, this is the highest August on record when it comes to the national gasoline average." - AAA

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Sam Ro @tker.co · 06/08/2026

15 years ago, S&P downgraded the U.S. credit rating. We had some brief market volatility. But it wasn't the end of the world. www.spglobal.com/ratings/en/r...

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Sam Ro @tker.co · 05/08/2026

"We note that the biggest improvement in demand in July was reported among consumer-facing service providers, spending on which surged at a rate not seen for over four years linked to the FIFA World Cup and US Independence Day events.” S&P Global PMI www.pmi.spglobal.com/Public/Home/...

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Sam Ro @tker.co · 05/08/2026

"Has the rise of passive investing broken the stock market? Is the level of passive ownership too high? No. There is no strong reason to believe that higher indexing degrades market efficiency." - Owen Lamont rpc.cfainstitute.org/research/fin...

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Sam Ro @tker.co · 04/08/2026

S&P 500 all-time high 🚀📈

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Sam Ro @tker.co · 04/08/2026

Polymarket is a streamer now? And it's gonna be the only place to get Italian soccer in the U.S. markets.ft.com/data/announc...

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Sam Ro @tker.co · 04/08/2026

"While 91% of Japanese and 88% of American households have air conditioning, just 4% of UK homes do" - Apollo

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Sam Ro @tker.co · 31/07/2026

"Growth in Consumer Mentions of AI’s Influence on Economy Far Exceeded by Recent Surge of Gasoline References" - UMich sentiment survey

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Sam Ro @tker.co · 28/07/2026

"By generation, confidence for Gen Z and Millennials remained the highest, while confidence fell the most for the Silent Generation on a six-month moving average basis." - The Conference Board

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Sam Ro @tker.co · 23/07/2026

"Gas Prices Keep Climbing, National Average Jumps 15 Cents" - AAA gasprices.aaa.com/gas-prices-k...

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Sam Ro @tker.co · 23/07/2026

Households’ equity ownership varies sharply across G10 - GS

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Sam Ro @tker.co · 17/07/2026

Craziest idea I've ever heard in my life

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Sam Ro @tker.co · 13/07/2026

Deutsche Bank has an "Oasis" index, which is the price of 5 beers and 2 packs of cigarettes

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Sam Ro @tker.co · 10/07/2026

"Total debt of nonfinancial businesses and households as a fraction of GDP continued to edge down over the first half of 2026 and currently stands at its lowest level since the early 2000s"

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Sam Ro @tker.co · 09/07/2026

One's cash outflow is another's cash inflow www.semafor.com/newsletter/0...

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Sam Ro @tker.co · 09/07/2026

Bernanke to Anthropic, via Ed Ludlow

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Sam Ro @tker.co · 07/07/2026

Magnificent Seven P/E Ratio Premium to S&P 493 - Morgan Stanley

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Sam Ro @tker.co · 07/07/2026

Proportion of the S&P 500 made up by top 5 names by size - DB www.dbresearch.com/PROD/IE-PROD...

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Sam Ro @tker.co · 29/06/2026

Old stuff dominates fresh original content on the streaming platforms sherwood.news/culture/holl...

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Sam Ro @tker.co · 26/06/2026

"Unlike France or Germany, the US has never had a bout of hyperinflation in its history, with its currency maintaining its value comparatively well. Meanwhile, the US’ long-term equity performance has also been very strong." - DB

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Sam Ro @tker.co · 23/06/2026

🚨Alphabet set to join the Dow Jones Industrial Average, replacing Verizon www.spglobal.com/spdji/en/doc...

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Sam Ro @tker.co · 18/06/2026

"Overall, there are 12,840 ratings on stocks in the S&P 500. Of these ratings, 59.4% are Buy ratings, 35.7% are Hold ratings, and 4.9% are Sell ratings" @factset.com

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Sam Ro @tker.co · 17/06/2026

That's a short FOMC statement

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Sam Ro @tker.co · 17/06/2026

🏛️"...a new Fed Chair rarely dictates the market narrative. Instead, they often find themselves hostages to broader economic currents, whether positive or negative." - DB

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Sam Ro @tker.co · 16/06/2026

"... early trends suggest that young workers could adapt more flexibly than older workers to AI disruption by reorienting their skills toward areas of growing labor demand." - Goldman Sachs

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Sam Ro @tker.co · 12/06/2026

"As Iran Conflict Continues, Inflation Increasingly Seen as Greater Risk to Consumers than Unemployment" - UMich consumer sentiment survey www.sca.isr.umich.edu

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