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:  Macro: ...

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: Non-farm...

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...

Here’s a preview of what we’ll cover this week: Macro: Disinflation is intact, but the setup is shifting. Tariffs, deficits, and Fed inertia are tightening financial conditions beneath the surface. Market: Markets are bouncing off oversold levels....

Here’s a preview of what we’ll cover this week: Macro: Uncertainty on tariff resolution, FED’s independence in question, and liquidity risk are shaping a new uncertainty premium Market: Stagflation pressure is rising, and with thin liquidity, a...

Here’s a preview of what we’ll cover this week:  Macro: Shift to Bilateral Tariff Policy; Tariff Impacts; Recession?; Size vs. Returns; Lessons from Dubai, XLF Markets: Tesla or Nvidia?; Money in Value Stocks; Amazon + Nvidia; NAFTA Auto Trade; PDF...

Here’s a preview of what we’ll cover this week:  Macro: Was this a Capitulation?, Growth Slowdown? Non-farm payrolls, Gold Adjusted Q1 GDP Market: Positioning, Bubble in quality, Twitter Momentum, A tradable bottom?, Eurozone, Nasdaq’s...

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: Tech Goes...

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: Productivity...

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