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Oliver Buchannon
Ram Ahluwalia
Markets at a Crossroads

Feb 1, 2026

•

32 min read

Markets at a Crossroads

Ram Ahluwalia
Ram Ahluwalia
Davos and Great Power Politics

Jan 25, 2026

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29 min read

Davos and Great Power Politics

Ram Ahluwalia
Ram Ahluwalia
Bank Earnings Breakdown; Software: Dead or Alive?

Jan 18, 2026

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28 min read

Bank Earnings Breakdown; Software: Dead or Alive?

Ram Ahluwalia
Ram Ahluwalia
Run It Hot

Jan 11, 2026

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26 min read

Run It Hot

Ram Ahluwalia
Ram Ahluwalia
20 Stocks For 2026; The Donroe Doctrine

Jan 4, 2026

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48 min read

20 Stocks For 2026; The Donroe Doctrine

Ram Ahluwalia
Ram Ahluwalia
Why did Nvidia buy Groq?

Dec 28, 2025

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25 min read

Why did Nvidia buy Groq?

Ram Ahluwalia
Ram Ahluwalia
OpenAI and the Problem with Semiconductor CapEx

Dec 21, 2025

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28 min read

OpenAI and the Problem with Semiconductor CapEx

Ram Ahluwalia
Ram Ahluwalia
Time to Bet on Main Street

Dec 14, 2025

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23 min read

Time to Bet on Main Street

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

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
Ram Ahluwalia
Black Friday Sales Confound Recession Fears; More Stock Picks

Nov 30, 2025

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23 min read

Black Friday Sales Confound Recession Fears; More Stock Picks

Ram Ahluwalia
Ram Ahluwalia
The Revenge of Warren Buffett

Nov 23, 2025

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27 min read

The Revenge of Warren Buffett

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

Nov 16, 2025

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27 min read

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

Ram Ahluwalia
Ram Ahluwalia
The DNC Sweep And What It Means For Markets

Nov 9, 2025

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20 min read

The DNC Sweep And What It Means For Markets

Ram Ahluwalia
Ram Ahluwalia
It's Time to Front Run Sam Altman

Nov 2, 2025

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25 min read

It's Time to Front Run Sam Altman

Ram Ahluwalia
Ram Ahluwalia
Goldilocks: The Economy No One Believes In

Oct 26, 2025

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21 min read

Goldilocks: The Economy No One Believes In

Ram Ahluwalia
Ram Ahluwalia
Bank Earnings- A Cheat Code To Economy

Oct 19, 2025

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21 min read

Bank Earnings- A Cheat Code To Economy

Ram Ahluwalia
Ram Ahluwalia
The October Surprise

Oct 12, 2025

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20 min read

The October Surprise

Ram Ahluwalia
Ram Ahluwalia
Datacenters Are Going to Space?

Oct 5, 2025

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26 min read

Datacenters Are Going to Space?

Ram Ahluwalia
Ram Ahluwalia
Bill Gurley's Pearls of Wisdom

Sep 28, 2025

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22 min read

Bill Gurley's Pearls of Wisdom

Ram Ahluwalia
Ram Ahluwalia
Tokenization and Its Discontents

Sep 21, 2025

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26 min read

Tokenization and Its Discontents

Ram Ahluwalia
Ram Ahluwalia
Who is Bearing The Tariff Impact?

Sep 14, 2025

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20 min read

Who is Bearing The Tariff Impact?

Ram Ahluwalia
Ram Ahluwalia
Laggards Are Leading; Stripe's L1

Sep 7, 2025

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19 min read

Laggards Are Leading; Stripe's L1

Ram Ahluwalia
Ram Ahluwalia
Fractional Reserve Banking Is Human Nature

Aug 31, 2025

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18 min read

Fractional Reserve Banking Is Human Nature

Ram Ahluwalia
Ram Ahluwalia
 What happened at the Jackson Hole?

Aug 24, 2025

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15 min read

What happened at the Jackson Hole?

Ram Ahluwalia
Ram Ahluwalia
Time to sell the U.S. student loan portfolio?

Aug 17, 2025

•

14 min read

Time to sell the U.S. student loan portfolio?

Ram Ahluwalia
Ram Ahluwalia
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