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Fractional Reserve Banking Is Human Nature
Fractional Reserve Banking Is Human Nature
Ram Ahluwalia Lumida Ledger
Here’s a preview of what we’ll cover this week:  Macro: The US Economy Shows Resilience Markets: How Is September For Markets?; NVIDIA’s Earnings Reaction Wasn’t Like-NVIDIA; Alibaba- Filling the NVIDIA Void; Small Caps In Action Digital Assets: FIS Bets...
3 days ago
12 MIN READ
What happened at the Jackson Hole?
What happened at the Jackson Hole?
Ram Ahluwalia Lumida Ledger
Here’s a preview of what we’ll cover this week:  Macro: Jackson Hole, and What to expect now?; How is the Labor Market?; Inflation expectations are high, but wrong Markets: How Markets React To Jackson Hole; Value stocks > Growth Stocks – This...
1 week ago
10 MIN READ
Time to sell the U.S. student loan portfolio?
Time to sell the U.S. student loan portfolio?
Ram Ahluwalia Lumida Ledger
Here’s a preview of what we’ll cover this week:  Macro: Housing: Melting up against Odds; U.S. Fiscal Mess Meets Private Equity Turnaround Markets: Markets are Funny; 13Fs Season Is Here; Energy on a tentative recovery; Multiples Aren’t Apples to Apples AI:...
2 weeks ago
9 MIN READ
America Is Running Out of Workers
America Is Running Out of Workers
Ram Ahluwalia Lumida Ledger
Here’s a preview of what we’ll cover this week:  Market: Positive Sentiment In Utilities; Global Rates Decline Markets: Labor Supply is Squeezing; Credit Markets Signal Confidence; Dining Demand Holds; Ad Markets Are Growing AI: GPT 5 is Here ...
3 weeks ago
11 MIN READ
How to Become a Gen Z Millionaire; Non-Consensus Macro
How to Become a Gen Z Millionaire; Non-Consensus Macro
Ram Ahluwalia Lumida Ledger
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...
1 month ago
9 MIN READ
Benicio Del Toro is Mispriced
Benicio Del Toro is Mispriced
Ram Ahluwalia Lumida Ledger
Here’s a preview of what we’ll cover this week: Macro: Still No Signs of Recession Anywhere; What contrarian looks like Market: Google Beats; Ziff Davis is Mispriced Crypto: Stablecoins vs. Interchange; Bitcoin won’t get past $125K in the...
1 month ago
10 MIN READ
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What Happens If the Fed Cuts Rates to 1%?
Ram Ahluwalia Lumida Ledger
Here’s a preview of what we’ll cover this week: Macro: Retail Sales Surprise; Who pays for Tariffs; Market: Banks Report Strong Earnings; TSMC shines Recognition The False Promise of 1% If short-term rates go to 1%, here’s what to expect. – A Repeat...
1 month ago
8 MIN READ
How Citadel Changed Investing Forever
How Citadel Changed Investing Forever
Ram Ahluwalia Lumida Ledger
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;...
2 months ago
12 MIN READ
The Last of the Capitalists Visit Harlem
The Last of the Capitalists Visit Harlem
Ram Ahluwalia Lumida Ledger
Here’s a preview of what we’ll cover this week: Macro: There is No Neutral Rate; Where is Inflation post-Tariffs? Market: US Indices at ATH – What’s Next, Rise of the Super Apps  AI: AI Diagnostics Co-pilot Use Case Happy Independence Day This Fourth...
2 months ago
10 MIN READ
Markets Back to Highs; Lessons from Mamdani
Markets Back to Highs; Lessons from Mamdani
Ram Ahluwalia Lumida Ledger
Here’s a preview of what we’ll cover this week: Macro: Employment, Private Credit, Data Centers, Left Tail vs. Right Tail Market: IPO season, Google in TPU, Biotech AI: Nvidia in Cloud Computing Lumida Featured in Unchained Lumida’s CEO, Ram Ahluwalia,...
2 months ago
10 MIN READ