Avoid FOMO; subscribe to Lumida Ledger for weekly insights on today’s trends that become tomorrow’s news. Ram Ahluwalia, CEO, CIO of Lumida Wealth, breaks down multi-asset, endowment-style investing. Click to read & subscribe. Good morning… We...

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I try not to get excited about the markets until the $VIX spikes to 20 or above. Above 30 and I am locked down thinking about buying my favorite growth companies/ETF’s. Once or twice a year we get a spike above 20…and in March 2020 we spiked to 90 with...

Thanks to our sponsor, Public. Public is an investing platform where members can build a portfolio of stocks, bonds, options, ETFs, crypto, and alternative assets—plus get an industry-leading 5.1%* APY with a high-yield cash account. Learn more today....

Happy Sunday… While I was running around NYC, the AI world exploded in activity this week, so I wanted to catch myself up here and coordinate my thoughts. Four people I lean on right now to catchup/keep up and follow these trends include: Michael Parekh...

As a reminder, MarketSurge (by Investor’s Business Daily) is now a sponsor of the weekly show. All the charts you have been seeing in the videos and will continue to see are from MarketSurge. They are offering my readers 2 months for $59.95 – save...

Good morning everyone… Fun story to share quickly… A few summers ago my son Max was working in Montana at a private golf course. A few days into the job he called me and said ‘Dad, the software that runs the course and operations at the pro show...

Good morning… Let’s get right to it… Charlie’s week in charts is always great and so I will lead with it. Pay attention to the housing affordability gap which I would call a new anger and misery index. Rates rising, home prices rising and young people...

Good morning and happy Passover (Wikipedia on Passover) to my friends celebrating the holiday. My brother and sister in law had a seder for 45 family members and friends and we were extra appreciative of the evening. This past weekend, Ellen and I...

Good afternoon… I got A LOT of great feedback from people that read the newsletter and am digesting it. Thanks so much. I’ll share how I plan to change things up soon. Most people do not want me to change anything and so for now, nothing changes. I like...