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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...

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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...

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: ...

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...

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...

Here’s a preview of what we’ll cover this week:  Macro: Mega Cap Valuations Market: Tesla vs. Nvidia, Semiconductor CapEx Spend AI: Open AI new o3 model at $1K per task! Merry Christmas and Hanukkah! We’re excited to share a special surprise with...

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: ...

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...