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The Week in Charts (2/11/26)
Charlie Bilello Charlie Bilello
View the video of this post here. This week’s post is sponsored by YCharts. YCharts helps advisors research faster, visualize market data clearly, and turn complex portfolio questions into client-ready insights. Advisors using YCharts report saving...
3 days ago
4 MIN READ
How Sam Altman Broke The World
How Sam Altman Broke The World
Ram Ahluwalia Lumida Ledger
Here’s a preview of what we’ll cover this week:  Markets: Zoom Out; Growth To Value Continues; The Bubble In Venture Capital; Databricks Wants To IPO; GS: Software Is The New Newspaper; How Does OpenAI Compete With Google?; 2026: The Trough For Managed...
5 days ago
23 MIN READ
Markets at a Crossroads
Markets at a Crossroads
Ram Ahluwalia Lumida Ledger
Here’s a preview of what we’ll cover this week:  Macro: Powell Agrees To An Expanding Economy; Weaker Dollar Is A Markets’ Tailwind Markets: Meta: Non-Consensus Alpha; Microsoft Was Misunderstood; Amazon: A White Knight For OpenAI?; Winner of CapEx...
2 weeks ago
25 MIN READ
Davos and Great Power Politics
Davos and Great Power Politics
Ram Ahluwalia Lumida Ledger
Here’s a preview of what we’ll cover this week:  Macro: Accelerating Growth and Labor Resilience; The Reality Behind Slowing Wage Growth; Shifting Away From The US; DAVOS: REALPOLITIK IS BACK Markets: Software Is The New Restaurants; The Gains Were Due...
3 weeks ago
22 MIN READ
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The Week in Charts (1/21/26)
Charlie Bilello Charlie Bilello
View the video of this post here. This week’s post is sponsored by YCharts. What Are THE Most Important Charts to Watch in 2026? Join me and YCharts for a live show on January 27 as we break down what history, fundamentals, and global market trends...
3 weeks ago
6 MIN READ
Bank Earnings Breakdown; Software: Dead or Alive?
Bank Earnings Breakdown; Software: Dead or Alive?
Ram Ahluwalia Lumida Ledger
Here’s a preview of what we’ll cover this week:  Macro: The Economy Is Resilient; The Consumer Is Strong; Corporate Confidence is Solid; AI Is Becoming A Real Efficiency Engine Markets: GPUs Aren’t iPhones; The Attention Asset With A Solid Story;...
4 weeks ago
22 MIN READ
Run It Hot
Run It Hot
Ram Ahluwalia Lumida Ledger
Here’s a preview of what we’ll cover this week:  Macro: Fed Rate-Cut Remorse Is Creeping In; Did Rate Cuts Affect the Labor Market?; Did Rate Cuts Affect the Labor Market?; Did Rate Cuts Affect the Labor Market? Markets: TechnipFLP – The Upstream...
1 month ago
21 MIN READ
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2025: The Year in Charts
Charlie Bilello Charlie Bilello
View the video of this post here. Get a FREE Wealth Path Analysis from Creative Planning to ensure you’re on the right path for 2026 and beyond. Creative Planning is proud to provide comprehensive wealth management services to clients in all 50 states...
1 month ago
14 MIN READ
20 Stocks For 2026; The Donroe Doctrine
20 Stocks For 2026; The Donroe Doctrine
Ram Ahluwalia Lumida Ledger
Here’s a preview of what we’ll cover this week:  Macro: The Misconception Around Labor Market Markets: Lumida’s 2026 Stock Picks; Is Goldilocks Priced In? Digital Assets: Stablecoins Aren’t Eating Banks—Yet Lumida Curations: The Mag 7’s Grip Is...
1 month ago
38 MIN READ
Why did Nvidia buy Groq?
Why did Nvidia buy Groq?
Ram Ahluwalia Lumida Ledger
Here’s a preview of what we’ll cover this week:  Macro: Economy Is Strong Heading Into 2026; Productivity Is The Missing Variable Markets: Why did Nvidia buy Groq?; Bullish On Markets; The Bubble In OpenAI’s 70% Gross Margins; Coupang Call Paid...
2 months ago
20 MIN READ