Many famous investors including Warren Buffett, Bill Ackman and a bunch more just updated their portfolios
Here's what their portfolios looked like as of the end of Q2 (A thread🧵⬇️)
Warren Buffett: 🐐
Bill Ackman:
Important info:
All the portfolios are their holdings as of the end of Q4 … all of the info was taken from 13F forms filed with the SEC and the photos are from DataRoma
Bill Gates:
Michael Burry:
Daniel Loeb
- Chase Coleman's Tiger Global
- Howard Marks
Carl Icahn:
David Einhorn
Leon Cooperman
Ray Dalio and Bridgewater have 749 holdings ... here's their top 100 holdings
- Chris Hohn
- Terry Smith
- Seth Klarman
- Samantha Mclemore
Dodge & Cox (Photo 1 and 2)
Viking Global (Photo 3 and 4)
- Nelson Peltz
- Chuck Akre
- ValueAct
- Stephen Mandel
- Li Lu
- Glenn Greenberg
- Valley Forge
- AltaRock
Renaissance Technologies have 4,018 holdings ... here's their top 100
Saudi Public Investment Fund ... Are they out here trading options?
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Here are some plays which may be worth doing more research into this weekend
A thread 🧵
These are the Bull and Bear picks on Prospero right now
Prospero is a free app im working with that uses AI to look at thousands of data points in real time to give you easy to understand signals and ratings
(Here's some text from the app in this section: "High Upside & Profitability + Low Downside support price gain over the next year. Low to mid short pressure and dark pool mitigate risk.")
Short Term Bull:
Carvana $CVNA
Palantir $PLTR
Google $GOOGL
UnitedHealth $UNH
Nvidia $NVDA
Reddit $RDDT
Cloudflare $NET
$META
Amazon $AMZN
Elevance Health $ELV
(Here's some text from the app in this section: "High net options & Net social favor a rise in price. High short pressure and dark pool filtered out to lower risk.")
Here are a bunch of stocks which may be worth doing more research into this weekend
A thread 🧵
These are the Bull and Bear picks on Prospero right now
Prospero is a free app im working with that uses AI to look at thousands of data points in real time to give you easy to understand signals and ratings
Short-Term Bull:
$META
Exxon Mobil $XOM
General Electric $GE
Nvidia $NVDA
Cloudflare $NET
Marvell $MRVL
Amazon $AMZN
Pepsi $PEP
$AMC
Carvana $CVNA
(Here's some text from the app in this section: "High net options & Net social favor a rise in price. High short pressure and dark pool filtered out to lower risk.")
Long-Term Bull:
$META
Alibaba $BABA
Mercadolibre $MELI
Microsoft $MSFT
Group 1 Auto $GPI
Eli Lilly $LLY
NetEase $NTES
Applovin $APP
UnitedHealth $UNH
Comfort Systems $FIX
(Here's some text from the app in this section: "High Upside & Profitability + Low Downside support price gain over the next year. Low to mid short pressure abd dark pool mitigate risk.")
JUST IN: Jerome Powell laid out what the 🇺🇸 Fed's current expectations are for 2025
Here's all the news you need to know 👀
A thread🧵⬇️
First as expected ... Jerome Powell and the Fed left rates unchanged at 4.25%-4.50% for this meeting
But the Summary of Economic Projections (SEP) is where it starts to get interesting
The SEP is where Jerome Powell and the Fed tell us what they currently expect for multiple economic factors going forward
Here's what the Fed currently expects for the end of 2025 based on the SEP:
- Interest Rates: ending 2025 at 3.75%-4% (2 25BPs rate cuts) unchanged from its previous forecast
- Growth (GDP): of 1.4% down from its previous 1.7% forecast
- Unemployment Rate of 4.5% up from its previous 4.4% forecast
- Inflation (PCE) of 3% up from its previous 2.7% forecast
(The SEP gets updated once every quarter and shouldn't be taken as this is what they're going to do but more as what they currently expect going forward based on current conditions)