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The Week in Charts (4/29/26)
Charlie Bilello Charlie Bilello
View the video of this post here. Charts that don’t need a PhD to understand. Big-picture thinking without the TV drama. Insights you can actually use. Subscribe to our YouTube Channel HERE for signal over noise. The most important charts and themes...
1 day ago
7 MIN READ
Quality Compounders On Sale
Quality Compounders On Sale
Ram Ahluwalia Lumida Ledger
Here’s a preview of what we’ll cover this week:  Macro: Regional Banks Second A Resilient Consumer; Businesses Are Borrowing Again Markets: Thematics Are Back; Burry is betting on Microsoft; Make A Safe Bet; China’s Berkshire; Owner Of QQQ; The...
4 days ago
23 MIN READ
Have Markets Topped?; The K-Shaped Economy
Have Markets Topped?; The K-Shaped Economy
Ram Ahluwalia Lumida Ledger
Here’s a preview of what we’ll cover this week:  Macro: The Economy Is Still Holding; The Consumer Is Resilient — But Bifurcating; Corporate America Is Both Confident and Cautious; Private Credit: The Noise Is Louder Than the Risk; AI Is Moving From Pilot...
2 weeks ago
23 MIN READ
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The Week in Charts (4/17/26)
Charlie Bilello Charlie Bilello
View the video of this post here. This week’s post is sponsored by YCharts. As tax season wraps up, many advisors shift from filing conversations to decision-making: what to do with cash, how to adjust portfolios, and how to communicate next steps...
2 weeks ago
4 MIN READ
Damned if You Do, Damned if You Don't
Damned if You Do, Damned if You Don't
Ram Ahluwalia Lumida Ledger
Here’s a preview of what we’ll cover this week:  Macro: Inflation Wasn’t Waiting for Permission; The Private Credit Rot Is Spreading Markets: The Most Contrarian Trade Right Now Is Optimism; Software Is The Odd One Out; The Boring Fintech Nobody...
3 weeks ago
19 MIN READ
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The Week in Charts (4/8/26)
Charlie Bilello Charlie Bilello
View the video of this post here. Weekly chart breakdowns. Big-picture market themes. Actionable insights. Subscribe to our YouTube channel HERE to separate the signal from the noise. The most important charts and themes in markets and investing… 1)...
3 weeks ago
4 MIN READ
Is This the 1970s All Over Again?
Is This the 1970s All Over Again?
Ram Ahluwalia Lumida Ledger
Here’s a preview of what we’ll cover this week:  Macro: Physical Oil Is Pricier Than Paper Oil; German Inflation Tells Something; The Housing Trap; UAE Wants To Force Hormuz Open; The Guns & Butter Moment Markets: What’s Up With Markets?; Nvidia...
4 weeks ago
25 MIN READ
Will AI Destroy Jobs?
Will AI Destroy Jobs?
Ram Ahluwalia Lumida Ledger
Here’s a preview of what we’ll cover this week:  Macro: RIP NATO; Trump Ends The Ceasefire; Inflation Bells All The Way Markets: Corrections Can Get Worse; Once The Fog Clears; The Software Paradox; The Boring Business Nobody Is Watching; OpenAI Woes...
1 month ago
26 MIN READ
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The Week in Charts (3/24/26)
Charlie Bilello Charlie Bilello
View the video of this post here. This week’s post is sponsored by YCharts. YCharts helps advisors create clean, client-ready visuals that clearly show portfolio positioning, allocations, and how decisions align with long-term goals. Build...
1 month ago
5 MIN READ
How does the Iran conflict play out from here?
How does the Iran conflict play out from here?
Ram Ahluwalia Lumida Ledger
Here’s a preview of what we’ll cover this week:  Macro: Iran conflict; Are We Transitioning to an Inflationary Regime?; Trump, Iran And Uranium; Solving Cem’s Puzzle; The Low-Income Consumer Signal Markets: Dislocated Quality; What Dictates Asset...
1 month ago
26 MIN READ