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...

Here’s a preview of what we’ll cover this week:  Macro: Was this a Capitulation?, Growth Slowdown? Non-farm payrolls, Gold Adjusted Q1 GDP Market: Positioning, Bubble in quality, Twitter Momentum, A tradable bottom?, Eurozone, Nasdaq’s...

Here’s a preview of what we’ll cover this week:  Macro: Fear of a Slowdown, Fed Reverse Upside Down, Tariff Endgame and Post-Election Weakness, Bezos: Liberty – Press Advocacy, Argentina’s Economic Surge, Housing Unfreeze Ahead?  Market: Sector...

Here’s a preview of what we’ll cover this week:  Macro: Scott Bessent on Bloomberg Surveillance, Point72’s Cohen Gets Bearish Market: Share-Based Compensation, Markets Misprice Risk AI: GROK vs OpenAI Lumida in Spotlight Ever wondered where the biggest...

Here’s a preview of what we’ll cover this week:  Macro: Tariffs Incoming – April 2nd , Inflation Expectations, Chips Act   Market: Investment Philosophy, Investing in Social, META & 13F, Consensus Trap, Earning Estimates Slashed, ...

Here’s a preview of what we’ll cover this week:  Macro: Shift to Bilateral Tariff Policy; Tariff Impacts; Recession?; Size vs. Returns; Lessons from Dubai, XLF Markets: Tesla or Nvidia?; Money in Value Stocks; Amazon + Nvidia; NAFTA Auto Trade; PDF...

Here’s a preview of what we’ll cover this week:  Macro: Tariffs Are Here Market: Meta, GM and Tesla earnings, Nvidia Read-Thrus, Venture Capital is Over-Rated AI: Datacenter Theme On Sale We Appreciate the Recognition: Lumida Wealth Chat One Lumida’s...

Here’s a preview of what we’ll cover this week:  Macro: BOJ Raises Rates, Optimism Phase, US Growth vs. China, The Bubble in Quality Markets: Peak Sentiment Events, U.S. consumer, Magnificent 7 AI: “Stargate” AI Infrastructure Project, Deepseek, Larry Fink...

Here’s a preview of what we’ll cover this week:  Macro: Trump Launches $5 Bn Memecoin, Tariffs, Trade Deficit and Quantum Mechanics, Tax Policy Market: Shifting Consumer Behavior, Market Conditions, Inflation Is Getting Better, Mean Reversion,...

We hope this message finds you safe and sound, and healthy. Your well-being is always top of mind for us. Here’s a preview of what we’ll cover this week:  Macro: Trump aides ready tariff plans, Technical Studies, Animal Spirits, VCs vs PE: Who is...