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: Strong...

Here’s a preview of what we’ll cover this week:  Macro: What’s Driving The Labor Market?; The Labor Market Is Disinflationary; The Consumer Is Spending Markets: Positioning Is Getting Fuller; AI Capex Will Drive Better Returns?; AI Companies Might...

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 cover this week: Macro:...

Here’s a preview of what we’ll cover this week:  Macro: AI is driving Labor Markets; High Employment + Higher Inflation Markets: The Return of Quality; The Bull Market Is Intact; SPGI: The Sequel; Nvidia: The Bull Case Keeps Writing Itself; Google Knows...

Here’s a preview of what we’ll cover this week:  Macro: Trump on Tariffs, The Thump on put, Consumer Spending Resilience, Job finding rate drops sharply Markets: PHARMA & Healthcare, AI Dependency Dilemma AI: Open AI, AI Diagnosis Revolution...

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...

Here’s a preview of what we’ll cover this week:  Macro: Fed Rate-Cut Remorse Is Creeping In; Did Rate Cuts Affect the Labor Market?; Did Rate Cuts Affect the Labor Market?; Did Rate Cuts Affect the Labor Market? Markets: TechnipFLP – The Upstream...

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: Fed,...

Here’s a preview of what we’ll cover this week:  Macro: What Recession?, Median checking and savings deposit balances are up, How the Wealthy Avoid Paying Taxes Market: Market Stages Company Earnings: Energy Call: SHELL, NVIDIA Earnings AI: New Golden Era...