Sam Ro

Financial advisors will often recommend clients allocate outside of the US by investing in non-US stock markets. This can potentially help investors better diversify their portfolios. But even if you only invest in US stocks, it doesn’t mean you’re not exposed to overseas economies. Plus, the US market is performing best, notes Sam Ro, editor of Tker.co.

Productivity has been improving, and that’s a good thing. Not only does it mean employers are getting more output per worker, it also helps keep inflation tame. Better productivity is also good news for the stock market as it acts as a tailwind for profit margins, which is good for earnings growth and it may justify higher valuation premiums, counsels Sam Ro, editor of Tker.com.

Warren Buffett’s new annual letter to Berkshire Hathaway (BRK.A) shareholders opened with a thoughtful tribute to Charlie Munger, his long-time partner who died in November. He highlighted the huge impact Munger had on how he thought about investing – including the “cigar butt” theory, writes Sam Ro, editor of TKer.

Stocks are making new record highs, with the S&P 500 now up 5.4% year to date and up 40.5% from its October 12, 2022 closing low of 3,577.03. While the data in aggregate continues to confirm the economy is in pretty good shape, some of the data show it isn’t quite as hot as it used to be. One set of metrics that has been deteriorating over the past couple quarters is debt delinquency rates, writes Sam Ro, editor of TKer.