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 &...

The race is on to rename the Rose. In all its shades. From the beginning, it’s been about fear vs opportunity in this AI Tech Wave. Despite all the AI Uncertainties. Decel vs Accel, short for decelerate or accelerate. Towards an AI Nirvana, a Xanadu,...

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)...

A cool Japanese AI startup company Sakana AI, named for ‘fish’, just published and released some AI work that could help the AI world learn how to fish a lot better. And it’s a company whose founders have already earned the attention (pun intended,...

Markets You can’t be a long-term investor if you aren’t an optimist. (optimisticallie.com) You never could have predicted the stock market’s first half 2025 performance. (mrzepczynski.blogspot.com) Crypto Crypto projects need...

View the video of this post here. Join me for a fast-paced, 30-minute webinar with YCharts on Wednesday, July 9th where we’ll break down the key market shifts from the first half of the year—and what they mean for investors going forward. We’ll cover...

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...

Podcasts Barry Ritholtz talks retirement with Christine Benz, author of “How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement.” (ritholtz.com) Bill Brewster talks the ins and outs of deferring taxes with Wes Gray of...

Hi folks,  Technology is moving at lightspeed. To better identify relative strength, I curated an ETF watchlist that offers exposure to companies poised to benefit from the AI-infused paradigm shift.  The list is sorted by proximity to its 52W high...

Podcasts Peter Lazaroff talks behavioral finance with Brian Portnoy of Shaping Wealth. (peterlazaroff.com) Rick Ferri talks with Jason Zweig, Christine Benz, and Jonathan Clements about the Jonathan Clements Getting Going on Savings...