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Reminder: Join Us Today Live Lumida Ledger Webinar
Ram Ahluwalia Lumida Ledger
Friendly reminder about our upcoming Live Lumida Ledger Webinar, happening today. This exclusive event is available only to our newsletter subscribers and we’re excited to have you join us. Webinar Details: Date: 8/8/2024 Time: 12 pm EST Link: Lumida...
6 months ago
1 MIN READ
Software Tech Wreck, CVS and Aetna
Software Tech Wreck, CVS and Aetna
Ram Ahluwalia Lumida Ledger
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...
8 months ago
23 MIN READ
Hedge Fund 13Fs Drop: Stanley Druckemiller
Hedge Fund 13Fs Drop: Stanley Druckemiller
Ram Ahluwalia Lumida Ledger
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...
3 months ago
11 MIN READ
Investment Bets, Rate Cut Dilemmas, AI's Race for Dominance
Investment Bets, Rate Cut Dilemmas, AI's Race for Dominance
Ram Ahluwalia Lumida Ledger
Here’s a preview of what we’ll cover this week:  Macro: FED Rate Cuts Markets: Cycle Highs, Meltup, Meltdown, Mayhem Company Earnings: Consumer Staples were resilient; Consumer Discretionary saw strong demand. AI: LLM Giants: The Final Five This week, we...
5 months ago
5 MIN READ
GDP Beat, Rate Cuts, OpenAI Caught in the Middle
GDP Beat, Rate Cuts, OpenAI Caught in the Middle
Ram Ahluwalia Lumida Ledger
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:  Rate...
6 months ago
26 MIN READ