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How Citadel Changed Investing Forever
How Citadel Changed Investing Forever
Ram Ahluwalia Lumida Ledger
Here’s a preview of what we’ll cover this week: Macro: OPEC may pause; China risk is fading; No Recession in Sight Market: Discretionary rotation; Momentum is breaking; Thematic Exposure; TSMC’s Remarkable Revenue Growth AI: Distribution as a moat;...
5 days ago
12 MIN READ
The Last of the Capitalists Visit Harlem
The Last of the Capitalists Visit Harlem
Ram Ahluwalia Lumida Ledger
Here’s a preview of what we’ll cover this week: Macro: There is No Neutral Rate; Where is Inflation post-Tariffs? Market: US Indices at ATH – What’s Next, Rise of the Super Apps  AI: AI Diagnostics Co-pilot Use Case Happy Independence Day This Fourth...
2 weeks ago
10 MIN READ
Rate Cuts Near, Buffett’s Cash Hoard, CVS Turnaround
Rate Cuts Near, Buffett’s Cash Hoard, CVS Turnaround
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: Macro: Rate Cuts...
11 months ago
20 MIN READ
Nvidia and AMD CEO start selling shares; The Fed & Apple
Nvidia and AMD CEO start selling shares; The Fed & Apple
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: Macro: Non-farm...
1 year ago
27 MIN READ
Nuclear Renaissance, AI LLMs Masters Chess
Nuclear Renaissance, AI LLMs Masters Chess
Ram Ahluwalia Lumida Ledger
Here’s a preview of what we’ll cover this week:  Macro: US Consumer & Retail Sales, 30-Year Mortgage Rate Markets: Google and Amazon are going Nuclear  Company Earnings: ANF Momentum, Nvidia AI: Productivity & AI, AGI delay Digital Assets:...
9 months ago
12 MIN READ
The Fed Capitulated – Where We Go From Here
The Fed Capitulated – Where We Go From Here
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: ...
11 months ago
28 MIN READ
The Most Valuable Asset Is Attention
The Most Valuable Asset Is Attention
Ram Ahluwalia Lumida Ledger
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,...
6 months ago
13 MIN READ