sort
Recently Added Most Popular Trending
Tariffs Are Here; Meta, GM, and Tesla Earnings
Tariffs Are Here; Meta, GM, and Tesla Earnings
Ram Ahluwalia Lumida Ledger
Here’s a preview of what we’ll cover this week:  Macro: Tariffs Are Here Market: Meta, GM and Tesla earnings, Nvidia Read-Thrus, Venture Capital is Over-Rated AI: Datacenter Theme On Sale We Appreciate the Recognition: Lumida Wealth Chat One Lumida’s...
5 days ago
12 MIN READ
The Most Valuable Asset Is Attention
The Most Valuable Asset Is Attention
Ram Ahluwalia Lumida Ledger
Here’s a preview of what we’ll cover this week:  Macro: Trump Launches $5 Bn Memecoin, Tariffs, Trade Deficit and Quantum Mechanics, Tax Policy Market: Shifting Consumer Behavior, Market Conditions, Inflation Is Getting Better, Mean Reversion,...
3 weeks ago
13 MIN READ
No Image Available
Seek Shelter? The 10-Year and the CPI at a Crossroads
Ram Ahluwalia Lumida Ledger
We hope this message finds you safe and sound, and healthy. Your well-being is always top of mind for us. Here’s a preview of what we’ll cover this week:  Macro: Trump aides ready tariff plans, Technical Studies, Animal Spirits, VCs vs PE: Who is...
4 weeks ago
16 MIN READ
No Image Available
Investment Podcasts Are Bad For Your Health; Uber; Nvidia
Ram Ahluwalia Lumida Ledger
Here’s a preview of what we’ll cover this week:  Macro: Initial Claims, Mag 7’s Dominance and S&P 500, Lumida Stocking Stuffers Stocks (Check-In), (Most) Investment Podcasts Are Bad For Your Investment Health Markets: The Great Rotation; Factor...
1 month ago
17 MIN READ