Here’s a preview of what we’ll cover this week: Macro: Olivon Advisors Conference, Bits + Bips: Why It’s Time to Be More Bullish on Bitcoin, Soft vs. Hard Data: A Tug of War, Current Vs. Future Conditions, Speaking of buying the dip, DOGE Cuts Less...

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...

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: ...

Here’s a preview of what we’ll cover this week: Macro: Disinflation is intact, but the setup is shifting. Tariffs, deficits, and Fed inertia are tightening financial conditions beneath the surface. Market: Markets are bouncing off oversold levels....

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 cover this week: AI: Intelligence...

Here’s a preview of what we’ll cover this week:  Macro: Stocks & Valuations, Recession, Tariff Watch, Dr. Oz and Pharma Stocks Markets: Healthcare, Pharma, Nu Bank, Dividend stocks Digital Assets: Stablecoins AI: The timeline for human level AI...

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...

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...

Here’s a preview of what we’ll cover this week:  Macro: S&P Surge; Druckenmiller Comments Market: S&P Hits our 6,000 Prediciton; Animal Spirits Company Earnings: Big Tech Capex, CoreWeave’s IPO, App Loving AI: AI Hitting Limits...