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How Sam Altman Broke The World
How Sam Altman Broke The World
Ram Ahluwalia Lumida Ledger
Here’s a preview of what we’ll cover this week:  Markets: Zoom Out; Growth To Value Continues; The Bubble In Venture Capital; Databricks Wants To IPO; GS: Software Is The New Newspaper; How Does OpenAI Compete With Google?; 2026: The Trough For Managed...
6 days ago
23 MIN READ
Run It Hot
Run It Hot
Ram Ahluwalia Lumida Ledger
Here’s a preview of what we’ll cover this week:  Macro: Fed Rate-Cut Remorse Is Creeping In; Did Rate Cuts Affect the Labor Market?; Did Rate Cuts Affect the Labor Market?; Did Rate Cuts Affect the Labor Market? Markets: TechnipFLP – The Upstream...
1 month ago
21 MIN READ
The Fed Capitulated – Where We Go From Here
The Fed Capitulated – Where We Go From Here
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: ...
1 year ago
28 MIN READ
Markets at a Crossroads
Markets at a Crossroads
Ram Ahluwalia Lumida Ledger
Here’s a preview of what we’ll cover this week:  Macro: Powell Agrees To An Expanding Economy; Weaker Dollar Is A Markets’ Tailwind Markets: Meta: Non-Consensus Alpha; Microsoft Was Misunderstood; Amazon: A White Knight For OpenAI?; Winner of CapEx...
2 weeks ago
25 MIN READ
The October Surprise
The October Surprise
Ram Ahluwalia Lumida Ledger
Here’s a preview of what we’ll cover this week:  Macro: Is the US Economy Shock Proof?; How’s The Labor Market?; Credit is Re-Accelerating Markets: The AI Flywheel Has Just Begun; Delta’s Q3 Shows Consumer Strength Digital Assets: Polymarket: the Market...
4 months ago
15 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: ...
1 year ago
17 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...
1 year ago
10 MIN READ