Lumida Ledger

Lumida Ledger: Your cross-asset guiding light. Invest Beyond the Ordinary.

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Lumida Ledger: Mr. Market Needs Prozac

Justin Guilder, Ram Ahluwaliaa month ago

Lumida Ledger: Higher for Longer Is Now Consensus, Quality Dividend Stocks Outperforming

Justin Guilder, Ram Ahluwalia2 months ago

Lumida Ledger: Friends Don’t Let Friends Do Crowded Trades

Justin Guilder, Ram Ahluwalia2 months ago

Lumida Ledger: Thanksgiving Day Stocks for Sales, Hedge Fund Positioning

Justin Guilder, Ram Ahluwalia6 days ago

Lumida Ledger: Sam Altman, 5MEO DMT, and China

Justin Guilder, Ram Ahluwalia13 days ago

Lumida Ledger: ETH ETF, GOOG's AI Drive, SoFi Hedge

Ram Ahluwalia, Justin Guilder20 days ago

Lumida Ledger: The US Economy is a Melting Ice Cube

Justin Guilder, Ram Ahluwaliaa month ago

Lumida Ledger: Mr. Market Needs Prozac

Justin Guilder, Ram Ahluwaliaa month ago

Lumida Ledger: Economic Pulse Check & Where We Go from Here

Justin Guilder, Ram Ahluwaliaa month ago

Lumida Ledger: Higher for Longer Is Now Consensus, Quality Dividend Stocks Outperforming

Justin Guilder, Ram Ahluwalia2 months ago

Lumida Ledger: Friends Don’t Let Friends Do Crowded Trades

Justin Guilder, Ram Ahluwalia2 months ago

Lumida Ledger: Upcoming Credit Event, CoreWeave Secondary, Higher Rates Impact on Valuations

Justin Guilder, Ram Ahluwalia2 months ago

Lumida Ledger: Rates Higher for Longer, Tactical Asset Allocation, Mainnet Takes

Justin Guilder, Ram Ahluwalia2 months ago

Lumida Ledger: Animal Spirits Are Back, Betting on Travel, Permissionless Recap

Justin Guilder, Ram Ahluwalia3 months ago

Lumida Ledger: All-Weather Growth Portfolio, CRE Check-In, Buy-Side vs. Sell-Side

Justin Guilder, Ram Ahluwalia3 months ago

Lumida Ledger: Labor Day Special, New Podcast, Conference Update

Justin Guilder, Ram Ahluwalia3 months ago

Lumida Ledger: Jackson Hole, CRE Train Wreck, 13F Tracker, Nvidia Beat & Raise

Justin Guilder, Ram Ahluwalia3 months ago

AI, Crypto Correction, Hot Landing, Hedge Funds 13F, Nvidia

Justin Guilder, Ram Ahluwalia3 months ago

Lumida Ledger: Risk to Soft Landing, Banks Outperforming Apple, Fixing Disney

Justin Guilder, Ram Ahluwalia4 months ago

Lumida Ledger: The U.S. Downgrade, Rising Inflation, and Investment Opportunities

Justin Guilder, Ram Ahluwalia4 months ago

Lumida Ledger: Not a Barbieland - Fed Decisions and Their Impact on Economic Upswings

Justin Guilder, Ram Ahluwalia4 months ago

Lumida Ledger: The Market Mosaic. A Panorama of Crypto, Earnings, AI, and Real Estate

Justin Guilder, Ram Ahluwalia4 months ago

Lumida Ledger: Larry Fink, State of Consumer, Macro, Earnings Season, Ripple

Lumida Ledger: Larry Fink, State of Consumer, Macro, Earnings Season, Ripple

Justin Guilder, Ram Ahluwalia5 months ago

Lumida Ledger: 10-Year at 4%, BlackRock ETF, DCG/Gemini & More

Justin Guilder, Ram Ahluwalia5 months ago

Lessons From The Nifty Fifty

Justin Guilder, Ram Ahluwalia5 months ago

Russian Insurrection, Consumer Strength, Housing Starts Surge, Fed Powell on Crypto as an Asset Class, Blackrock ETF, Prime Trust Consent Order & More

Justin Guilder, Ram Ahluwalia5 months ago

BlackRock Bitcoin ETF, AI & Big Tech, CRE Dislocation, SEC vs. Coinbase, PGA Tour

Justin Guilder, Ram Ahluwalia5 months ago

Macro, Sector Views, Crypto Dislocation Bets, Render Token, Smarter Ways to Bet on AI

Justin Guilder, Ram Ahluwalia6 months ago