Friendly reminder about our upcoming Live Lumida Ledger Webinar, happening today. This exclusive event is available only to our newsletter subscribers and we’re excited to have you join us. Webinar Details: Date: 8/8/2024 Time: 12 pm EST Link: Lumida...

Books Jack Raines talks with Kyla Scanlon about her new book “In This Economy?: How Money & Markets Really Work.” (sherwood.news) An excerpt from “Triumph of the Yuppies: America, the Eighties, and the Creation of an...

View the video of this post here. This week’s post is sponsored by YCharts. Mention Charlie Bilello to receive a free trial and 20% off your subscription when you initially sign up for the service. Click here to view my recent live show with YCharts...

Finance Battery maker CATL is now public. (semafor.com) The SEC is losing staff and its willingness to enforce rules. (on.ft.com) Fund management Timing the market is hard: the case of the Pacer Trendpilot US Large Cap ETF ($PTLC). (morningstar.com)...

View the video of this post here. The US Inflation rate has been moving down and the Fed is expecting it to remain near their target of 2% over the next few years. Which asset classes have performed best when inflation is tame? Get the latest research...

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: Goldman &...

View the video of this post here. Every week I do a video breaking down the most important charts and themes in markets and investing. Subscribe to our YouTube channel HERE for the latest content. The most important charts and themes in markets and...

I am bringing back Stocktoberfest. Come to Coronado, San Diego October 20-22 An intimate event for executives, influencers, and the most active investors in financial markets. Secure your tickets here. Good morning everyone… The ‘Degenerate Economy’ (all...

Happy Sunday! Welcome to Trends with No Friends. For those just joining us, here’s an overview… Trends With No Friends sifts through the noise and discovers stocks above $1B market cap with high relative strength and low social following. Why is...

Today we witnessed one of the wildest trading days in the history of markets, with all of the major secular trends of the past decade reversing course in dramatic fashion. At the top of that list: the 180 degree shift in market cap leadership. Small...