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. This week’s post is sponsored by YCharts. If you missed my live show with them on the 3 Major Stock Market Trends at Extremes, view the replay here. Taxes are inevitable, and minimizing your clients’ tax burdens is a key...

Here’s a preview of what we’ll cover this week:  Macro: Healthcare Sector, Productivity Growth and AI, Year-End Positioning, Aging & Longevity, US 10-Year Yield, P/E Ratio Growth, Uber, GM, Sovereign AI AI: Agentic Reasoning Era, Amazon on AI and...

Join tens of thousands of investors in receiving the weekly letter with the most interesting charts and themes in markets. The Week in Charts Newsletter is one of most popular financial newsletters in the world. Sign up here for free right now. __ The...

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...

View the video of this post here. “Don’t put off until tomorrow what you can do today.” – Ben Franklin Get a FREE Wealth Path Analysis from a Creative Planning advisor today and make sure you have a solid portfolio and sound financial plan to meet your...

View the video of this post here. The US Inflation rate has been moving down and the Fed is expecting it to remain near their target of 2% over the next few years. Which asset classes have performed best when inflation is tame? Get the latest research...

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:  Small Cap...

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...

View the video of this post on YouTube here. __ This week’s post is sponsored by YCharts. Click here to view their Top 23 Charts from 2023. Mention Charlie Bilello to receive a free trial and 20% off your YCharts subscription when you initially sign...