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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
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
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
Markets in Q1 2024: Traffic Jams & Rollercoasters
Markets in Q1 2024: Traffic Jams & Rollercoasters
Ram Ahluwalia Lumida Ledger
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2 years ago
22 MIN READ
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Introducing Lumida Earnings Review – Q1 2024
Ram Ahluwalia Lumida Ledger
Thanks for being a loyal subscriber to the ledger, We are excited to present the “Lumida Earnings Review Q1 2024,” a comprehensive analysis covering key trends and insights across various sectors from the first earning season 2024. This...
1 year ago
1 MIN READ