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The Week in Charts (7/14/25)
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)...
4 days ago
4 MIN READ
How Citadel Changed Investing Forever
How Citadel Changed Investing Forever
Ram Ahluwalia Lumida Ledger
Here’s a preview of what we’ll cover this week: Macro: OPEC may pause; China risk is fading; No Recession in Sight Market: Discretionary rotation; Momentum is breaking; Thematic Exposure; TSMC’s Remarkable Revenue Growth AI: Distribution as a moat;...
5 days ago
12 MIN READ
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The Week in Charts (7/7/25)
Charlie Bilello Charlie Bilello
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...
2 weeks ago
4 MIN READ
The Last of the Capitalists Visit Harlem
The Last of the Capitalists Visit Harlem
Ram Ahluwalia Lumida Ledger
Here’s a preview of what we’ll cover this week: Macro: There is No Neutral Rate; Where is Inflation post-Tariffs? Market: US Indices at ATH – What’s Next, Rise of the Super Apps  AI: AI Diagnostics Co-pilot Use Case Happy Independence Day This Fourth...
2 weeks ago
10 MIN READ
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The Week in Charts (7/1/25)
Charlie Bilello Charlie Bilello
View the video of this post here. Special Offer for Week in Charts Readers Get a FREE Wealth Path Analysis from Creative Planning Wondering if you’re truly on track to meet your financial goals? Our complimentary Wealth Path Analysis covers it all:...
2 weeks ago
5 MIN READ
Markets Back to Highs; Lessons from Mamdani
Markets Back to Highs; Lessons from Mamdani
Ram Ahluwalia Lumida Ledger
Here’s a preview of what we’ll cover this week: Macro: Employment, Private Credit, Data Centers, Left Tail vs. Right Tail Market: IPO season, Google in TPU, Biotech AI: Nvidia in Cloud Computing Lumida Featured in Unchained Lumida’s CEO, Ram Ahluwalia,...
3 weeks ago
10 MIN READ
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The State of the Markets (June 2025)
Charlie Bilello Charlie Bilello
View the video of this post here. This week’s post is sponsored by YCharts. Still using Fed sites and spreadsheets for yield data? Upgrade to YCharts’ new Yield Curve Tool — built for advisors who need fast, accurate macro insights. Visualize...
4 weeks ago
7 MIN READ
Trump pulls the trigger: Whats Next?
Trump pulls the trigger: Whats Next?
Ram Ahluwalia Lumida Ledger
Here’s a preview of what we’ll cover this week: Macro: Trump’s decision, Tax Bill Tensions, Fed’s growth reset, Dollar short positioning Market: HOOD vs X, ETH’s Stablecoin Edge AI: AI Defense Spending Lumida in the Spotlight This week, Lumida’s CIO...
4 weeks ago
9 MIN READ
Elon Musk’s Rebellion; Circle IPO
Elon Musk’s Rebellion; Circle IPO
Ram Ahluwalia Lumida Ledger
Here’s a preview of what we’ll cover this week: Macro: Trump/Musk feud, Trumponomics, Economic Outlook, Meme Stocks,   Market: Lumina Calls, Foreign Demand, IPO Issues AI: Mary Meeker on AI Trends, AI Milestone Timeline, Sundar on AGI, OpenAI’s...
1 month ago
11 MIN READ