GET READY FOR A VERY IMPORANT WEEK AHEAD IN THE STOCK MARKET
Here's a full catalyst watch to help you get prepared
A thread🧵⬇️
EARNINGS SEASON IS BACK ... AND IN FULL SWING
This week we have earnings from companies including
Tesla $TSLA
Apple $AAPL
Microsoft $MSFT
Meta Platforms $META
UnitedHealth $UNH
Boeing $BA
Starbucks $SBUX
$ASML
Mastercard $MA
Visa $V
$SOFI
Exxon Mobil $XOM
American Express $AXP
- The FOMC will release its January rates decision at 2PM ET on Wednesday, the 28th ... Kalshi currently says there is a 99% chance that the FOMC makes no changes to rates
- Jerome Powell will give his FOMC Press Conference speech at 2:30PM ET on the same day (Wednesday)
Many of the most famous investors in the world including Warren Buffett, Bill Ackman and a bunch more just updated their portfolios this week
Here's what their largest holdings looked like as of the end of Q3
(A thread🧵⬇️)
Warren Buffett 🐐 and Berkshire Hathaway
Bill Ackman:
Important info
All the portfolios are their holdings as of the end of Q3 (September 30th) … all of the info was taken from 13F forms filed with the SEC and the photos are from @fiscal_ai
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 Q3 (A thread🧵⬇️)
Warren Buffett 🐐 and Berkshire Hathaway:
Bill Ackman:
Important info:
All the portfolios are their holdings as of the end of Q3 or September 30th … all of the info was taken from 13F forms filed with the SEC and the photos are from Dataroma
The S&P 500 will announce later today what companies will be added to the index ... who do you think gets in?
For those who don't know, the index announces its quarterly rebalance every year on
- The first Friday of March
- The first Friday of June
- The first Friday of September
- The first Friday of December
The stocks actually get added to the index on the 3rd Friday within those months
The index will also be rebalanced when companies from within the ~500 companies get acquired. Often after the markets close on the same day the company being acquired stops trading is when S&P announces another company being added
Here is every stock that has been added to the S&P 500 since the start of 2023
- August 2025: Interactive Brokers $IBKR
- July 2025: Square (Block) $XYZ, Trade Desk $TTD, Datadog $DDOG
- May 2025: Coinbase $COIN
- March 2025: DoorDash $DASH, TKO Group $TKO, Williams Sonoma $WSM, and Expand Energy $EXE
- December 2024: Apollo Global $APO, Workday $WDAY, Lennox $LII
- November 2024: Texas Pacific $TPL
- September 2024: Palantir $PLTR, $DELL, and $ERIE
- July 2024: Smurfit Westrock $SW
- June 2024: CrowdStrike $CRWD, $KKR, and GoDaddy $GDDY
- May 2024: Vistra $VST
- April 2024: GE Vernova $GEV and Solventum $SOLV
- March 2024: Super Micro $SMCI and Deckers $DECK
- December 2023: $UBER, Jabil $JBL, and Builders $BLDR
- October 2023: Lululemon $LULU, Hubbell $HUBB, and Veralto $VLTO
- September 2023: Airbnb $ABNB, Blackstone $BX
- August 2023: Kenvue $KVUE
- June 2023: Palo Alto $PANW
- May 2023: $AXON
- March 2023: Fair Issac $FICO, Bunge $BG, and Insulet $PODD
- January 2023: GE Healthcare $GEHC
BE THE FIRST TO KNOW WHO GETS ADDED TO THE INDEX
I will be live on YouTube for the S&P 500 index rebalacning with some really smart people ... come join up
Here's the link to get your reminders set (Subscribe while you're there ⬇️⬇️)
Many of the most famous investors in the world including Warren Buffett, Bill Ackman and a bunch more updated their portfolios this week
Here's what their largest holdings looked like as of the end of Q2
(A thread🧵⬇️)
Warren Buffett and Berkshire Hathaway
Bill Ackman:
Important info
All the portfolios are their holdings as of the end of Q2 … all of the info was taken from 13F forms filed with the SEC and the photos are from @fiscal_ai