CEOs Double Down on AI in 2026—even as ROI Remains Elusive
Key takeawaysPowered by lumidawealth.com AI capex continues: 68% of CEOs plan to increase AI spending in 2026, even though fewer than...
Transport Stocks Are Surging—A Classic Signal the Market Still Trusts the Economy
Key takeawaysPowered by lumidawealth.com The Dow Jones Transportation Average is up ~10% in 2025 and nearing an all-time high, outperforming the...
Why everyone got Trump’s tariffs wrong
Key TakeawaysPowered by lumidawealth.com The economy neither boomed nor collapsed: growth stayed resilient, helped by AI investment and strong asset markets....
Rising Debt and Politics Are Resetting the Global Cost of Capital
Key TakeawaysPowered by lumidawealth.com Long-term government bond yields are climbing worldwide as investors demand higher compensation for fiscal risk and inflation...
Vanguard Dismisses Bitcoin as a Speculative Toy, Not an Investment
Key TakeawaysPowered by lumidawealth.com Vanguard continues to view Bitcoin as a speculative collectible rather than a productive, long-term asset. The firm...
Climate Alarm Fades as Affordability Takes Center Stage
Key TakeawaysPowered by lumidawealth.com Political urgency around climate change has softened as voters prioritize inflation, energy prices, and cost of living....
AI Spending Fears Resurface as Broadcom and Oracle Rattle Markets
Key TakeawaysPowered by lumidawealth.com Fresh concerns that AI infrastructure spending may be delayed are weighing on stocks and bonds tied to...
Coinbase Prepares Push Into Prediction Markets and Tokenized Stocks
Key TakeawaysPowered by lumidawealth.com Coinbase plans to launch prediction markets and tokenized equities, with an official announcement expected on Dec. 17....
Broadcom Shares Slide as AI Backlog Fails to Clear a Higher Bar
Key TakeawaysPowered by lumidawealth.com Broadcom shares fell about 5% after investors reacted to a less-than-expected outlook for AI-related sales. Management disclosed...
Prostate Cancer Survival Is Rising, but Mental Health Struggles Persist After Treatment
Key TakeawaysPowered by lumidawealth.com Prostate cancer survival rates now exceed 95% at 15 years, shifting focus toward long-term quality of life...
Premium insights to help you invest beyond the ordinary. Lumida Wealth Management LLC (‘Lumida”) is an SEC registered investment adviser