Friendly reminder about our upcoming Live Lumida Ledger Webinar, happening today. This exclusive event is available only to our newsletter subscribers and we’re excited to have you join us. Webinar Details: Date: 8/8/2024 Time: 12 pm EST Link: Lumida...

View the video of this post here. This week’s post is sponsored by YCharts. Mention Charlie Bilello to receive a free trial and 20% off your subscription when you initially sign up for the service. Click here to view my recent live show with YCharts...

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 &...

View the video of this post here. The US Inflation rate has been moving down and the Fed is expecting it to remain near their target of 2% over the next few years. Which asset classes have performed best when inflation is tame? Get the latest research...

View the video of this post here. __ This week’s post is sponsored by YCharts. Mention Charlie Bilello to receive a free trial and 20% off your subscription when you initially sign up for the service. __ Here are the charts and themes that tell the story...

Hi Partner 👋 Welcome to this week’s 📈 free edition 📈 of Compounding Quality. Each week we talk about the financial markets and give an update on our Portfolio. If you’re not a subscriber, here’s what you missed this month: Best Buys March 2024...

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: AI: Intelligence...

Today we witnessed one of the wildest trading days in the history of markets, with all of the major secular trends of the past decade reversing course in dramatic fashion. At the top of that list: the 180 degree shift in market cap leadership. Small...

Daily Recap There’s no way to know just how long the process will take for the DEA to being it’s proposed rulemaking process for cannabis in response to the H.H.S recommendation—it could happen in days, weeks, months, or even years. However, the...

Hi Partner 👋 I’m Pieter and welcome to a 🔒 subscriber-only edition 🔒 of Compounding Quality. In case you missed it: 10 Stocks to own forever Just buy the haystack Best Buys April 2024 If you haven’t yet, subscribe to get access to these posts, and every...