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:...

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Here’s a preview of what we’ll cover this week: Macro: Non-Farm Payrolls Surge + Economic Surprise Index Markets: Uranium Quant Funds vs. China Company Earnings: CARS, HIMS, CELH AI: AI & Education, Open AI This week, Ram took the stage at the...

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’ll cover this week:  Macro: ...

Here’s a preview of what we’ll cover this week:  Macro: Fed’s Bullish On The Economy; Watch the Long End Markets: Still a Bull Market; Time For Mainstream Ideas; The Ignored Value; Out Of Semis Into Software; Google Is Expanding; Disney And OpenAI...

Here’s a preview of what we’ll cover this week:  Macro: Is the US Economy Shock Proof?; How’s The Labor Market?; Credit is Re-Accelerating Markets: The AI Flywheel Has Just Begun; Delta’s Q3 Shows Consumer Strength Digital Assets: Polymarket: the Market...

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: Economic...

Here’s a preview of what we’ll cover this week:  Macro: What Recession?, Median checking and savings deposit balances are up, How the Wealthy Avoid Paying Taxes Market: Market Stages Company Earnings: Energy Call: SHELL, NVIDIA Earnings AI: New Golden Era...

Macro: China? To Buy or Not to Buy? Markets: Meta, Elevance, QQQ. Is SaaS Dead? AI: Turmoil at OpenAI META Meta is at an all-time high after a successful demo for its roadmap on AI. Long-time readers will know that within Mag 7, our top holdings of...

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...