Lumida Wealth

While consumer sentiment seems weak, spending is surprisingly strong, Are we witnessing a classic case of ‘who invited this disconnect’? With tariffs set to take effect on April 2nd, we could see some significant shifts in the market. As earnings season approaches, Will it catalyze a rally or signal further caution?

We’re delighted to welcome Ram Ahluwalia, CFA from Lumida Wealth to Uncorrelated Puerto Rico 2025. We’re glad to have Ram speaking at the event. March 30-April 1, 2025 at the Condado Vanderbilt Hotel, San Juan Follow our Company Page Here: Uncorrelated Alts To register for Uncorrelated Puerto Rico, please visit:?uncorrelatedpr.com Anthony D. Mascia, Joseph Levato, Geoff Marcus, Peter Murrugarra, CAIA, MSIM, Nathan Whigham, DJ Lampitt, Adam Greenfader,? Ryan O'Connell AG&T | The National Puerto Rican Chamber of Commerce, Inc. | EFSI | EN Capital | Inti Advisors | Uncorrelated Puerto Rico #alternativeinvestments #uncorrelatedalts #thereisnocorrelation #community #access #duediligence #bestpractices #wealthmanagement #newentrants #PuertoRico #familyoffice #RIA

When safety feels riskier than the market.

The AI boom is only just beginning. Nvidia’s recent surge is just one chapter in a much bigger story. Behind the scenes, data center spending is ramping up igniting a fierce tech arms race. Is your portfolio ready to ride the next wave of AI growth? Get insights — subscribe to Lumida Ledger.

Is Inflation Quietly Gaining Momentum Once Again? Rising rents from REITs and price hikes from small businesses suggest inflationary pressures are quietly building. The markets might not be as prepared as they seem. Historically, swift corrections have signaled bullish momentum — but only if inflation remains under control. Will this time be different? Stay informed and ahead of the curve with insights from Lumida Ledger. https://lnkd.in/euP9Nq84

The Standard is Excellence At Lumida Wealth, we don’t just hire for skill—we hire for mindset. We seek individuals who own outcomes, execute with precision, and continuously refine their thinking. What we expect from our team: - Extreme Ownership – Leaders take responsibility. No finger-pointing. - Excellence in Execution – High standards. Relentless focus. - Learning & Humility – No one has all the answers. Constant improvement is key. - Collegiality – Challenge ideas, not people. Commit fully once a decision is made. - Service to Others – Make an impact beyond yourself. - Written Culture – Thinking is sharpened through writing. Clarity is non-negotiable. If you want to work at the highest levels, prove it. Take our 1-hour challenge. Start now → https://lnkd.in/efZU6JQ5

Lumida Ledger: Tariffs Are Here; Meta, GM, and Tesla Earnings → Check it here: https://lnkd.in/eYaK-9iK

Are You One of the Best? Prove it. Lumida Wealth—a venture-backed NYC startup—is searching for exceptional?analysts,?engineers, and?data scientists?to join our elite team. Take our?1-hour cognitive challenge?to show you have what it takes. In return, we offer?top-tier compensation?and the chance to work on cutting-edge solutions where AI meets wealth management. Only the best will make it. Will that be you? Start now → https://bit.ly/lumida-test

The short answer - at $3Tn - no, but thats where the puck was… Where’s the puck going? Private Credit and Alternatives for Private Wealth/Family Offices and Multi-family Offices. As Ram Ahluwalia, CFA, founder of Lumida Wealth, reminded me, long before the advent of the Apple Podcast, I had interviewed him on Opalesque for Matthias Knab, and now the tables were turned, he interviewed me. https://lnkd.in/dzYxpkPd Soros Fund Management Protege Partners Fund Ltd #podcast #interview #privatewealth #familyoffice #multifamilyoffice #trustbank #michaeloliverweinberg

The Trap of Rate Cuts and Market Cycles Swipe for More! #investing #federalreserve