Sam Ro
@tker
Editor of TKer.co | Chief evangelist of the stock market usually going up 📈
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...
"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/...
"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...
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...
"While 91% of Japanese and 88% of American households have air conditioning, just 4% of UK homes do" - Apollo
"Growth in Consumer Mentions of AI’s Influence on Economy Far Exceeded by Recent Surge of Gasoline References" - UMich sentiment survey
"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
"Gas Prices Keep Climbing, National Average Jumps 15 Cents" - AAA gasprices.aaa.com/gas-prices-k...
Deutsche Bank has an "Oasis" index, which is the price of 5 beers and 2 packs of cigarettes
"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"
Proportion of the S&P 500 made up by top 5 names by size - DB www.dbresearch.com/PROD/IE-PROD...
Old stuff dominates fresh original content on the streaming platforms sherwood.news/culture/holl...
"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
🚨Alphabet set to join the Dow Jones Industrial Average, replacing Verizon www.spglobal.com/spdji/en/doc...
"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
🏛️"...a new Fed Chair rarely dictates the market narrative. Instead, they often find themselves hostages to broader economic currents, whether positive or negative." - DB
"... 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
"As Iran Conflict Continues, Inflation Increasingly Seen as Greater Risk to Consumers than Unemployment" - UMich consumer sentiment survey www.sca.isr.umich.edu
"Revenue per employee rising for Mag 7 and declining for Russell 2000" - Apollo's Slok
Marvell Tech and Flex are getting added to the S&P 500. Campbell's and Pool Corp are out
🚨S&P Dow Jones on MegaCap treatment: "...no changes will be made to the eligibility criteria including financial viability screens, seasoning period, or minimum IWF, for the S&P 500, S&P MidCap 400, or S&P SmallCap 600..." www.spglobal.com/spdji/en/doc...
"The S&P 500 response to the Iran war has gone from one of the worst following a geopolitical shock to one of the best" - DB