Award-winning writer of @TKerLLC, the newsletter about how the stock market usually goes up. 34k subs. Long-term optimist. Short-term cautious optimist.
Joined January 2011
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26 May 2014
Stocks usually go up most of the time. That's 100% true.
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Sam Ro π retweeted
From Nova to Nueva York π€
Jalen Brunson, Mikal Bridges, & Josh Hart are the 1st teammate trio to win both an NCAA title (2016 Villanova) & an NBA title (2026 Knicks),
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Gonna be like midtown east during UNGA
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NYPD prepares 'in full force' for influx of sex trafficking, prostitution during FIFA World Cup in New York, New Jersey: officials trib.al/yPgy951
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Donβt jinx it by preemptively thinking of religious terms that rhyme with six
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Itβs been a terrific week of Europeans experiencing and opining on all the great things in America. Iβve been talking up hot American breakfast and black coffee for a while. But this gentleman absolutely nails why weβre doing temperature right
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βThe company's IPO went off without a hitch, raising $75 billion, with its shares rising 19% on their first day of trading. While it was the largest IPO ever, it was a drop in the bucket given that the Wilshire 5000 has a $74 trillion market cap (chart).β
Analysts now expect S&P 500 earnings to grow 24% annually over the next five years. That's double the average since 1985 and a record high.
π Members-Only
quicktak.es/mr9y
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Everyone should listen to this and the Odd Lots podcast about the market for dinosaur fossils. Both are fascinating for a ton of reasons.
I particularly love hearing from people with jobs that combine professional skill sets like law, consulting, and dealing with what are unfortunately sometimes considered unemployable curiosities like art history and paleontology.
I feel lucky to have made a career that combines my skills with my curiosities. That said, I wish I had heard from more people like this when I was in high school and college.
Jun 12
Our guest on @maryinamerica this week is @LAmineddoleh, the most renowned lawyer in art repatriation and cultural heritage law.
She says one of the hardest parts about authenticating works and identifying forgeries is that people simply want to believe the art they found is real.
Buoyed by hope, they literally see things that arenβt there.
Leila joins us on a new episode of Mary in America, out now, to discuss stolen history, how art gets back to its home, and how a $34.99 bust at a Goodwill in Texas ended up being worth much, much more.
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Sam Ro π retweeted
Information Andy Jassy shared with the Trump administration sparked an abrupt, sweeping move to halt foreign access to the companyβs powerful AI tools. on.wsj.com/4vEqUzy
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San Antonio Spurs Canceling Knicks Fans' Tickets for NBA Finals Game 5 bit.ly/3S4QGyM
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Jun 13
Anecdata: of all the news and risks flagged, younger folks are mostly talking about musk becoming a trillionaire
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Sam Ro π retweeted
Jun 12
My whole timeline is full of millionaires complaining about a trillionaire
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Good pull. I heard if I drink a Diet Coke out of this, USA will win tonight
Jun 10
Got a McDonalds World Cup breakfast meal hoping to pull the Son cup. My whole day is ruined
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Thatβs almost as bad as walking to the Wynn from the Bellagio
A train ride from Manhattan to MetLife Stadium for the World Cup costs nearly $100. So TIME's Sean Gregory walked 13 miles from Penn Station to see if getting to New Jersey mostly on foot was a cheaper alternative. Here's how long it tookβand what it cost.
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Jun 12
$SPCX ended up doing $85b in volume. Gargantuan number. Easily a record for an IPO and in the Top 10 all time for any stock on any day. For context, it's more volume than Apple has ever done in 40yrs. Nice job @StevenUhey he guessed the closest of anyone in my replies with $69b.
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