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;...

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...

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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:  Macro: ...

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: Tech Goes...

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...

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: Economic...

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:  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...

Here’s a preview of what we’ll cover this week: Macro: Uncertainty on tariff resolution, FED’s independence in question, and liquidity risk are shaping a new uncertainty premium Market: Stagflation pressure is rising, and with thin liquidity, a...