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Fractional Reserve Banking Is Human Nature
Fractional Reserve Banking Is Human Nature
Ram Ahluwalia Lumida Ledger
Here’s a preview of what we’ll cover this week:  Macro: The US Economy Shows Resilience Markets: How Is September For Markets?; NVIDIA’s Earnings Reaction Wasn’t Like-NVIDIA; Alibaba- Filling the NVIDIA Void; Small Caps In Action Digital Assets: FIS Bets...
3 days ago
12 MIN READ
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A Couple Charts Before Football
Larry Thompson HostileCharts
Look Beyond Tech We all own enough Tech. It’s the one area it’s almost impossible not to be overweight. I hit on this in last week’s show, but it’s worth repeating…. What most investors aren’t ready for is a rotation away from Tech. When you buy the...
4 days ago
4 MIN READ
What happened at the Jackson Hole?
What happened at the Jackson Hole?
Ram Ahluwalia Lumida Ledger
Here’s a preview of what we’ll cover this week:  Macro: Jackson Hole, and What to expect now?; How is the Labor Market?; Inflation expectations are high, but wrong Markets: How Markets React To Jackson Hole; Value stocks > Growth Stocks – This...
1 week ago
10 MIN READ
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Repetition Is Underrated
Larry Thompson HostileCharts
Repetition Is Underrated It’s a Bull Market. We know that from risk-on metrics.We know that from breadth.We know that from sector positioning. It might seem redundant at this point, but after a decade of studying markets, one lesson always comes back to...
1 week ago
4 MIN READ
Time to sell the U.S. student loan portfolio?
Time to sell the U.S. student loan portfolio?
Ram Ahluwalia Lumida Ledger
Here’s a preview of what we’ll cover this week:  Macro: Housing: Melting up against Odds; U.S. Fiscal Mess Meets Private Equity Turnaround Markets: Markets are Funny; 13Fs Season Is Here; Energy on a tentative recovery; Multiples Aren’t Apples to Apples AI:...
2 weeks ago
9 MIN READ
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Risk On vs. Risk Off
Larry Thompson HostileCharts
A Pop in Risk It’s a Bull Market and we had another up week for the major averages. Funny how that works. What stood out this week was the Small Caps. Market Cap (Rows) & Factor (Columns) Weekly Performance Maybe they read my post about the “Iron...
3 weeks ago
6 MIN READ
America Is Running Out of Workers
America Is Running Out of Workers
Ram Ahluwalia Lumida Ledger
Here’s a preview of what we’ll cover this week:  Market: Positive Sentiment In Utilities; Global Rates Decline Markets: Labor Supply is Squeezing; Credit Markets Signal Confidence; Dining Demand Holds; Ad Markets Are Growing AI: GPT 5 is Here ...
3 weeks ago
11 MIN READ
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The Selfish Leaders
Larry Thompson HostileCharts
The Iron Giants The market delivered a solid save this week. S&P 500 up over 2% and the Nasdaq 100 up almost 4%. The Bulls ate last week’s punch like a fat kid eats Oreos. The charge was led by the Iron Giants, up a combined 5.5% hitting All Time...
3 weeks ago
4 MIN READ
Joby Buys Blade
Joby Buys Blade
Godspeed Godspeed
Joby Aviation formally announced its acquisition of Blade Air Mobility’s passenger business in an all-stock deal, combining the electric aircraft pioneer with the country’s most recognizable urban air mobility brand.  Blade’s assets will help Joby scale...
4 weeks ago
2 MIN READ
AI Accelerates In Seasonally Weak Tape
AI Accelerates In Seasonally Weak Tape
Godspeed Godspeed
Happy Sunday to the Godspeed family!  I hope you enjoyed the much-needed rest. We’re in the heart of earnings season. The Fed held rates steady. And the President threw another tariff tantrum.  It can be easy to get lost in the noise. Let’s search...
1 month ago
6 MIN READ