sort
Recently Added Most Popular Trending
Hedge Fund 13Fs Drop: Stanley Druckemiller
Hedge Fund 13Fs Drop: Stanley Druckemiller
Ram Ahluwalia Lumida Ledger
Here’s a preview of what we’ll cover this week:  Macro: S&P 6,000, IPO Market, Inflation Watch  Market: Post-Election Effect, China Semiconductors Company Earnings: Fertility Clinic Digital Assets: Crypto IPO Market is Coming? This Week’s...
8 months ago
11 MIN READ
Nvidia Results; AI vs. Fake AI; Berkshire
Nvidia Results; AI vs. Fake AI; Berkshire
Ram Ahluwalia Lumida Ledger
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: Uber and...
1 year ago
19 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...
4 days ago
10 MIN READ
Tariffs Are Here; Meta, GM, and Tesla Earnings
Tariffs Are Here; Meta, GM, and Tesla Earnings
Ram Ahluwalia Lumida Ledger
Here’s a preview of what we’ll cover this week:  Macro: Tariffs Are Here Market: Meta, GM and Tesla earnings, Nvidia Read-Thrus, Venture Capital is Over-Rated AI: Datacenter Theme On Sale We Appreciate the Recognition: Lumida Wealth Chat One Lumida’s...
5 months ago
12 MIN READ
Lumida GPT, Analysis of Tariff Impacts, Pharma Market
Lumida GPT, Analysis of Tariff Impacts, Pharma Market
Ram Ahluwalia Lumida Ledger
Here’s a preview of what we’ll cover this week:  Macro: Stocks & Valuations, Recession, Tariff Watch, Dr. Oz and Pharma Stocks Markets: Healthcare, Pharma, Nu Bank, Dividend stocks Digital Assets: Stablecoins AI: The timeline for human level AI...
7 months ago
10 MIN READ
The China Detente; Google
The China Detente; Google
Ram Ahluwalia Lumida Ledger
Here’s a preview of what we’ll cover this week: Macro: Happy Mother’s Day, First things first, Performance Chase Dynamics, Tariff Hike Outlook, Taxing the Rich Markets: Earnings Season Highlights AI: AI Buildout Boom Happy Mother’s Day! Invest your time...
2 months ago
11 MIN READ