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: ...

View the video of this post here. Creative Planning is now offering a FREE Wealth Path Analysis to all Week in Charts Readers. What’s included? Portfolio Checkup (do you have a portfolio that will meet your needs/goals?) Retirement Roadmap (are you on...

The top 5 holdings in the S&P 500 now make up 27% of the index, the highest concentration we’ve seen with data going back to 1980. Join tens of thousands of investors in receiving the weekly letter with the most interesting charts and themes in...

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...

Today’s Compound and Friends is brought to you by TBIL and the US Benchmark Series:See here for more information on investing in TBIL and the US Benchmark SeriesOn today’s show, we discuss:Liz Looks at: The Fed’s March statementS&P 500 closes at...

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: Markets:  Growth...

Growth stock investors are partying like its 2000, with Growth’s outperformance versus Value at its highest level since July of that year. What happened in the 7 years following July 2000? Reversion to the mean. Growth stocks declined 27% while Value...

View the video of this post here. As we approach year end, get a FREE Wealth Path Analysis from Creative Planning to ensure you’re on the right path for 2025 and beyond. We work with clients in all 50 states and abroad, with over $325 billion in assets...

Jushi Earnings $67.8M Revs; est. $66.3M$11.3M AEBITDA: est. $10.6M($6.5M) O/I; est. $5.6m$27.2M GP; est. $29.6M40.1% GM; est. 44.6%($18M) N/I; est. ($11.7M) *$7.3m goodwill impairment ($8.6m overall impairments)*$7.9m addback on FV change of derivatives ...

Here’s a preview of what we’ll cover this week:  Macro: Mega Cap Valuations Market: Tesla vs. Nvidia, Semiconductor CapEx Spend AI: Open AI new o3 model at $1K per task! Merry Christmas and Hanukkah! We’re excited to share a special surprise with...