MicroStrategy (MSTR) Joining S&P 500 Index? | S&P 500 Index Turnover Matters | Fed Does Nothing, but Should They Have? | Inflation Nowcast

Derek Moore discusses whether MSTR MicroStrategy will wind up in the S&P 500 Index and do we want that given it just holds bitcoin with some ratio between its intrinsic value and the MSTR market cap. Plus, where to look for upcoming prospects for the S&P 500 Index and why the index is actively not passively managed and changes can drive earnings growth. Later, Derek talks through what the Fed did (nothing) and whether they are wrong or not to keep rates steady. 

 

MSTR MicroStrategy potential to join the S&P 500 Index?

Requirements for a company to enter the S&P 500 Index

Why companies entering and leaving helps the long-term growth of the index

Where to look for emerging candidates to enter the S&P 500 Index

Vanguard Extended Market ETF

Should the Fed have lowered rates?

What is the Trueflation index?

CPI inflation for April released this week

Cleveland Fed Inflation Nowcast

Trueflation vs CPI Inflation

 

 

Mentioned in this Episode

 

Cleveland Fed Inflation Nowcast https://www.clevelandfed.org/indicators-and-data/inflation-nowcasting

 

Sam Ro article on S&P 500 Index company turnover https://www.tker.co/p/s-and-p-500-turnover-goldman-sachs-forecast?utm_source=substack&utm_medium=email

 

Vanguards Extended Market ETF https://investor.vanguard.com/investment-products/etfs/profile/vxf#portfolio-composition

 

Derek Moore’s book Broken Pie Chart https://amzn.to/3S8ADNT

 

Jay Pestrichelli’s book Buy and Hedge https://amzn.to/3jQYgMt

 

Derek’s book on public speaking Effortless Public Speaking https://amzn.to/3hL1Mag

 

Contact Derek [e-mail]