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Markets Back to Highs; Lessons from Mamdani
Markets Back to Highs; Lessons from Mamdani
Ram Ahluwalia Lumida Ledger
Here’s a preview of what we’ll cover this week: Macro: Employment, Private Credit, Data Centers, Left Tail vs. Right Tail Market: IPO season, Google in TPU, Biotech AI: Nvidia in Cloud Computing Lumida Featured in Unchained Lumida’s CEO, Ram Ahluwalia,...
1 day ago
10 MIN READ
Trump pulls the trigger: Whats Next?
Trump pulls the trigger: Whats Next?
Ram Ahluwalia Lumida Ledger
Here’s a preview of what we’ll cover this week: Macro: Trump’s decision, Tax Bill Tensions, Fed’s growth reset, Dollar short positioning Market: HOOD vs X, ETH’s Stablecoin Edge AI: AI Defense Spending Lumida in the Spotlight This week, Lumida’s CIO...
1 week ago
9 MIN READ
Elon Musk’s Rebellion; Circle IPO
Elon Musk’s Rebellion; Circle IPO
Ram Ahluwalia Lumida Ledger
Here’s a preview of what we’ll cover this week: Macro: Trump/Musk feud, Trumponomics, Economic Outlook, Meme Stocks,   Market: Lumina Calls, Foreign Demand, IPO Issues AI: Mary Meeker on AI Trends, AI Milestone Timeline, Sundar on AGI, OpenAI’s...
3 weeks ago
11 MIN READ
The Bessent Pivot. Inflate, Default, or Build?
The Bessent Pivot. Inflate, Default, or Build?
Ram Ahluwalia Lumida Ledger
Here’s a preview of what we’ll cover this week: Macro: Performance Chase (Cont), No Spending Problem?, Crypto for Safety, AI for Speed Market: Earnings Season Highlights AI: AI Disrupts Commencement, Google’s Veo 3, Engineering Biology, AGI...
1 month ago
9 MIN READ
U.S. Debt Downgrade and Release of 13F Hedge Fund Filings
U.S. Debt Downgrade and Release of 13F Hedge Fund Filings
Ram Ahluwalia Lumida Ledger
Here’s a preview of what we’ll cover this week: Macro: Budget Blowout?, Debt Downgrade 13F Analysis: EL Pollo Hermanos, Performance Chase, VIX Compression Signal Lumida: Quarterly 13F Hedge Fund Analysis Review We’re pleased to share Lumida’s latest...
1 month ago
10 MIN READ
The China Detente; Google
The China Detente; Google
Ram Ahluwalia Lumida Ledger
Here’s a preview of what we’ll cover this week: Macro: Happy Mother’s Day, First things first, Performance Chase Dynamics, Tariff Hike Outlook, Taxing the Rich Markets: Earnings Season Highlights AI: AI Buildout Boom Happy Mother’s Day! Invest your time...
2 months ago
11 MIN READ
The Datacenter Theme Strike Back: Revenge of the Racks
The Datacenter Theme Strike Back: Revenge of the Racks
Ram Ahluwalia Lumida Ledger
Here’s a preview of what we’ll cover this week: Macro: Olivon Advisors Conference, Bits + Bips: Why It’s Time to Be More Bullish on Bitcoin, Soft vs. Hard Data: A Tug of War, Current Vs. Future Conditions, Speaking of buying the dip, DOGE Cuts Less...
2 months ago
17 MIN READ
Trump’s First 100 Days
Trump’s First 100 Days
Ram Ahluwalia Lumida Ledger
Here’s a preview of what we’ll cover this week: Macro: The Problem of Central Banking, Early Signs of Soft Survey Data Impacting Hard Data, Why oil prices are down, and gas prices are up? Leading Indicators: Container Traffic, Onlyfans VS Miniskirt...
2 months ago
18 MIN READ