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...

Macro: China? To Buy or Not to Buy? Markets: Meta, Elevance, QQQ. Is SaaS Dead? AI: Turmoil at OpenAI META Meta is at an all-time high after a successful demo for its roadmap on AI. Long-time readers will know that within Mag 7, our top holdings of...

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:...

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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: ...

Here’s a preview of what we’ll cover this week:  Macro:  Ed Hyman Flips from Hard Landing to Soft Landing Markets:  Fed Cuts Ahead, We expect 25 bps Company Earnings: Tech continues strong earnings performance AI: Larry Ellison lays out the bull case for...

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: ● AI:...

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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: Geopolitical...

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: ...