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: Powell’s Last Stand; AI Is Creating Employment Markets: S&P 500 at 8500 in 2026?; The Superbowl Of Earnings; Meta: The CapEx Panic Is The Opportunity; Microsoft: The OpenAI Discount;...

Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! Subscribe now Rule of X Meritech and Bessemer both recently did an analysis that looked at the Rule of 40 and asked the question “what if...

View the video of this post here. Tax season is here and at Creative Planning we have over 300 CPAs to help minimize your tax burden while working with our wealth managers to maximize your potential returns. Reach out today for FREE Wealth Path...

View the video of this post here. This week’s post is sponsored by YCharts. Mention Charlie Bilello to receive a free trial and 20% off your subscription when you initially sign up for the service. Click here to view my recent live show with YCharts...

Today we witnessed one of the wildest trading days in the history of markets, with all of the major secular trends of the past decade reversing course in dramatic fashion. At the top of that list: the 180 degree shift in market cap leadership. Small...

Here’s a preview of what we’ll cover this week:  Macro: How’s The Economy? Markets: There Were Signs; The AI Apocalypse Trade; Hubspot Earnings; Investors Are Positioning For Cash; More Trouble For OpenAI; WSJ is the contrarian Indicator; The Bubble...

Here’s a preview of what we’ll cover this week:  Market: NFP Report; Sell-offs after Earnings; Anti Doom’s Trade; Weak Animal Spirits  Digital Assets: SEC Atkins embraces crypto; Is Jack Dorsey Satoshi Nakamoto? Lumida Curations: Chinese AI Models Dominate...

View the video of this post here. Charts that don’t need a PhD to understand. Big-picture thinking without the TV drama. Insights you can actually use. Subscribe to our YouTube Channel HERE for signal over noise. The most important charts and themes...

View the video of this post here. At Creative Planning, we help you make smarter decisions with your money—so you can live life on your own terms. As one of the largest independent financial advisory firms in the U.S., we offer truly comprehensive...