Here’s a preview of what we’ll cover this week:  Macro: Powell’s Last Stand; AI Is Creating Employment Markets: S&P 500 at 8500 in 2026?; The Superbowl Of Earnings; Meta: The CapEx Panic Is The Opportunity; Microsoft: The OpenAI Discount;...

Welcome back to the Lumida Ledger. If you find this valuable, we’d greatly appreciate you sharing it far & wide with your network. That’s how we grow and keep the content free to read. Here’s a preview of what we cover this week: AI: Intelligence...

Here’s a preview of what we’ll cover this week:  Macro: How’s The Economy? Markets: There Were Signs; The AI Apocalypse Trade; Hubspot Earnings; Investors Are Positioning For Cash; More Trouble For OpenAI; WSJ is the contrarian Indicator; The Bubble...

Welcome back to the Lumida Ledger. If you find this valuable, we’d greatly appreciate you sharing it far & wide with your network. That’s how we grow and keep the content free to read. Here’s a preview of what we cover this week: Macro: Non-farm...

Here’s a preview of what we’ll cover this week:  Market: NFP Report; Sell-offs after Earnings; Anti Doom’s Trade; Weak Animal Spirits  Digital Assets: SEC Atkins embraces crypto; Is Jack Dorsey Satoshi Nakamoto? Lumida Curations: Chinese AI Models Dominate...

Here’s a preview of what we’ll cover this week:  Macro: Regional Banks Second A Resilient Consumer; Businesses Are Borrowing Again Markets: Thematics Are Back; Burry is betting on Microsoft; Make A Safe Bet; China’s Berkshire; Owner Of QQQ; The...

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...

Here’s a preview of what we’ll cover this week: Macro: Nike and Vietnam: A Case Study, Powell Isn’t Budging, Retail Investors vs. Professional Investors Market: The End of the Safe Haven Trades AI: Amazon Scales Up AI Infrastructure, Meta Commits $1B to...

Here’s a preview of what we’ll cover this week:  Macro: Inflation Wasn’t Waiting for Permission; The Private Credit Rot Is Spreading Markets: The Most Contrarian Trade Right Now Is Optimism; Software Is The Odd One Out; The Boring Fintech Nobody...

Here’s a preview of what we’ll cover this week:  Macro: Who is Bearing The Tariff Impact?; Labor Market Revisions Validate a Cooldown Markets: How is The Investor Sentiment?; Oracle’s Meteoric Surge; Consumer Discretionary Ideas Are In Play Digital...