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Reminder: Join Us Today Live Lumida Ledger Webinar
Ram Ahluwalia Lumida Ledger
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...
8 months ago
1 MIN READ
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The Price of Admission
Charlie Bilello Charlie Bilello
View the video of this post here. When investors think about risk, it’s the extremes that immediately come to mind… 1929 (Great Depression) 1974 (Energy Crisis) 1987 (Black Monday Crash) 2000 (Dot-Com Bubble) 2008 (Financial Crisis) 2020 (Pandemic Crash)...
6 days ago
7 MIN READ
Walley World
Walley World
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...
12 months ago
3 MIN READ
Is the DataCenter theme dead? Are we there yet?
Is the DataCenter theme dead? Are we there yet?
Ram Ahluwalia Lumida Ledger
Here’s a preview of what we’ll cover this week:  Macro: Inflation Pressures, Tariffs Impact  Market: Fast Corrections Are Bullish, International Markets Outrun Us Markets, Hedge Funds Are Buying Us Equities, Oracle Q3 Earning Highlights, Tsla Vs Nvda...
1 week ago
18 MIN READ
Election Volatility, Tesla, Google & Microsoft
Election Volatility, Tesla, Google & Microsoft
Ram Ahluwalia Lumida Ledger
Tesla Cyber Truck Due Diligence: My experience with Tesla cyber truck and FSD.  When you drive the car live, you discover ‘Panic Mode’ Our take on ASPI We are getting a lot of recognition on our ASPI call. Bill Gates small modular reactor play, TerraPower,...
5 months ago
14 MIN READ
Narcos
Narcos
Daily Recap When Vice President Kamala Harris looked up from her prepared remarks in the White House’s Roosevelt Room a few weeks ago to make sure the reporters could hear her, she spoke with purpose: “Nobody should have to go to jail for smoking...
12 months ago
2 MIN READ
Fear of a Slowdown, CoreWeave IPO Soon?
Fear of a Slowdown, CoreWeave IPO Soon?
Ram Ahluwalia Lumida Ledger
Here’s a preview of what we’ll cover this week:  Macro: Fear of a Slowdown, Fed Reverse Upside Down, Tariff Endgame and Post-Election Weakness, Bezos: Liberty – Press Advocacy, Argentina’s Economic Surge, Housing Unfreeze Ahead?  Market: Sector...
3 weeks ago
14 MIN READ
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The Week in Charts (11/21/24)
Charlie Bilello Charlie Bilello
View the video of this post here. As we approach year end, get a FREE Wealth Path Analysis from Creative Planning to ensure you’re on the right path for 2025 and beyond. We work with clients in all 50 states and abroad, with over $325 billion in assets...
4 months ago
5 MIN READ
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Unanimous Consent Needed to Cut Rates?
While markets see a dovish Fed because it’s an election year, and believe it’s only a matter of time before the rate cutting cycle commences as growth slows and labor market softens, I believe that Powell will not support a rate cut this...
1 year ago
4 MIN READ
📚 Webinar replay
📚 Webinar replay
Hi Friend 👋 Yesterday, I gave a free webinar. It’s a deep dive into the Quality Investing Philosophy. You can watch it here: Watch the webinar for free The Art of Quality Investing The Art of Quality Investing became a bestselling book within 24 hours....
11 months ago
1 MIN READ