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:...

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...

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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...

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: No Support For Doomers; Consumers Are Confident; Amazon’s Nightmare  Markets: The Bullish Trigger; Every Day Up…; Our Energy Pick for the AI Power Decade; Top Trade in Managed Care; Our Bet in...

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: Markets:  Growth...

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: Goldman &...

Here’s a preview of what we’ll cover this week:  Macro: Scott Bessent on Bloomberg Surveillance, Point72’s Cohen Gets Bearish Market: Share-Based Compensation, Markets Misprice Risk AI: GROK vs OpenAI Lumida in Spotlight Ever wondered where the biggest...

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...