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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...
3 weeks ago
11 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...
6 days ago
10 MIN READ
A September to Remember; Hollywood Embraces AI
A September to Remember; Hollywood Embraces AI
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’ll cover this week: ...
3 months ago
17 MIN READ
Investment Bets, Rate Cut Dilemmas, AI's Race for Dominance
Investment Bets, Rate Cut Dilemmas, AI's Race for Dominance
Ram Ahluwalia Lumida Ledger
Here’s a preview of what we’ll cover this week:  Macro: FED Rate Cuts Markets: Cycle Highs, Meltup, Meltdown, Mayhem Company Earnings: Consumer Staples were resilient; Consumer Discretionary saw strong demand. AI: LLM Giants: The Final Five This week, we...
3 months ago
5 MIN READ
GDP Beat, Rate Cuts, OpenAI Caught in the Middle
GDP Beat, Rate Cuts, OpenAI Caught in the Middle
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’ll cover this week:  Macro:  Rate...
4 months ago
26 MIN READ