Here’s a preview of what we’ll cover this week:  Macro: Inflation Pressures, Tariffs Impact  Market: Fast Corrections Are Bullish, International Markets Outrun Us Markets, Hedge Funds Are Buying Us Equities, Oracle Q3 Earning Highlights, Tsla Vs Nvda...

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: It’s a Hot Economy; Rate Cuts Are Off The Table Markets: Do We Have An AI Bubble?; Early in The AI Economy; Micron’s 600% Move Is Justified; Smart Money Sees The Dislocation in Meta; Nvidia Has...

Here’s a preview of what we’ll cover this week:  Macro: Dollar Tree Seconds A K-Shaped Economy; Inflation Is Running Hotter Than Hot Markets: Momentum Factor Can Keep Running; Software Is Breaking Out; AI Infrastructure Demand Is Still Increasing; What...

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: Fed,...

Here’s a preview of what we’ll cover this week:  Macro: S&P 6,000, IPO Market, Inflation Watch  Market: Post-Election Effect, China Semiconductors Company Earnings: Fertility Clinic Digital Assets: Crypto IPO Market is Coming? This Week’s...

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...

Here’s a preview of what we’ll cover this week:  Macro: What’s Driving The Labor Market?; The Labor Market Is Disinflationary; The Consumer Is Spending Markets: Positioning Is Getting Fuller; AI Capex Will Drive Better Returns?; AI Companies Might...

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...

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: ...