Archive

Markets at a Crossroads

Ram Ahluwalia

Jan 25, 2026

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29 min read

Davos and Great Power Politics

Ram Ahluwalia

Jan 18, 2026

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28 min read

Bank Earnings Breakdown; Software: Dead or Alive?

Ram Ahluwalia

Jan 11, 2026

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26 min read

Run It Hot

Ram Ahluwalia

Jan 4, 2026

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48 min read

20 Stocks For 2026; The Donroe Doctrine

Ram Ahluwalia

Dec 28, 2025

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25 min read

Why did Nvidia buy Groq?

Ram Ahluwalia

Dec 21, 2025

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28 min read

OpenAI and the Problem with Semiconductor CapEx

Ram Ahluwalia

Dec 14, 2025

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23 min read

Time to Bet on Main Street

Ram Ahluwalia

Dec 7, 2025

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23 min read

End of the Trump Bump?; Defense Tech Theme; The Case for Value over Growth

Ram Ahluwalia

Nov 30, 2025

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23 min read

Black Friday Sales Confound Recession Fears; More Stock Picks

Ram Ahluwalia

Nov 23, 2025

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27 min read

The Revenge of Warren Buffett

Ram Ahluwalia

Nov 16, 2025

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27 min read

Druckenmiller's Next Moves; Lumida’s 13F Review

Ram Ahluwalia

...

Markets at a Crossroads

Davos and Great Power Politics

Bank Earnings Breakdown; Software: Dead or Alive?

Run It Hot

20 Stocks For 2026; The Donroe Doctrine

Why did Nvidia buy Groq?

OpenAI and the Problem with Semiconductor CapEx

Time to Bet on Main Street

End of the Trump Bump?; Defense Tech Theme; The Case for Value over Growth

Black Friday Sales Confound Recession Fears; More Stock Picks

The Revenge of Warren Buffett

Druckenmiller's Next Moves; Lumida’s 13F Review

Lumida Ledger

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