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The Week in Charts (4/9/24)
Charlie Bilello Charlie Bilello
View the video of this post here. Could your money be working harder for you? The most important charts and themes in markets and investing… 1) Closing the Jobs Gap 303,000 US jobs were added in March, well above the consensus estimate of 200k jobs. This...
2 years ago
5 MIN READ
Why did Nvidia buy Groq?
Why did Nvidia buy Groq?
Ram Ahluwalia Lumida Ledger
Here’s a preview of what we’ll cover this week:  Macro: Economy Is Strong Heading Into 2026; Productivity Is The Missing Variable Markets: Why did Nvidia buy Groq?; Bullish On Markets; The Bubble In OpenAI’s 70% Gross Margins; Coupang Call Paid...
4 months ago
20 MIN READ
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The Week in Charts (11/13/24)
Charlie Bilello Charlie Bilello
View the video of this post here. This week’s post is sponsored by YCharts. With YCharts’ NEW Quick Extract Tool, say goodbye to hours of manual data entry and hello to seamless portfolio creation. Whether it’s a PDF, screenshot, or spreadsheet,...
1 year ago
7 MIN READ
This is who I am
This is who I am
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: 10 Stocks to own forever Best...
2 years ago
11 MIN READ
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2025: The Year in Charts
Charlie Bilello Charlie Bilello
View the video of this post here. Get a FREE Wealth Path Analysis from Creative Planning to ensure you’re on the right path for 2026 and beyond. Creative Planning is proud to provide comprehensive wealth management services to clients in all 50 states...
3 months ago
14 MIN READ
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The State of the Markets (February 2025)
Charlie Bilello Charlie Bilello
View the video of this post here. This week’s post is sponsored by YCharts. “Sell in May and go away.” “Timing the market is the key to success.” “Now is the wrong time to invest.” We hear these classic investing myths all the time and many believe...
1 year ago
8 MIN READ
A September to Remember; Hollywood Embraces AI
A September to Remember; Hollywood Embraces AI
Ram Ahluwalia Lumida Ledger
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: ...
2 years ago
17 MIN READ
Bank Earnings Breakdown; Software: Dead or Alive?
Bank Earnings Breakdown; Software: Dead or Alive?
Ram Ahluwalia Lumida Ledger
Here’s a preview of what we’ll cover this week:  Macro: The Economy Is Resilient; The Consumer Is Strong; Corporate Confidence is Solid; AI Is Becoming A Real Efficiency Engine Markets: GPUs Aren’t iPhones; The Attention Asset With A Solid Story;...
3 months ago
22 MIN READ
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The Week in Charts (1/21/26)
Charlie Bilello Charlie Bilello
View the video of this post here. This week’s post is sponsored by YCharts. What Are THE Most Important Charts to Watch in 2026? Join me and YCharts for a live show on January 27 as we break down what history, fundamentals, and global market trends...
3 months ago
6 MIN READ