May 12, 2025
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 derek.moore@zegainvestments.com