Primer: Crowdstrike Holdings (CRWD US) - Apr 2026
Crowdstrike is a leader in the endpoint security market, leveraging a cloud-native platform and AI to deliver superior threat detection and...
112 Views
S&P 500 / S&P 1500: Deriving Forecasts & First Prediction for September
S&P Index Committee's discretion reduces predictability of index changes. Identifying patterns and types of changes, narrows down the addition...
919 Views
Quiddity Leaderboard S&P 500 Jun 24 Rebal: Many Intra-Review Changes Possible Due to M&A, Spin-Offs
The SP500 will to see up to 4 intra-review changes before the June 2024 rebal. 3 near certain. The interesting ones? Two SP600 deletions due to...
707 Views
S&P 500 September Forecasts: Saved by the Dell?
Dell Technologies is the biggest candidate for inclusion in the S&P 500 with forecasted demand of ~$7bn and ~4 days of volume. Uncertainty arises...
716 Views
Jun24 S&P 500/400/600 Index Rebal - Both More and Less Interesting Than You Think, But 3 Big Buys
The S&P500/400/600 rebalance is interesting. As usual, some names will get overbought early, and others will not get bought enough. For a bunch of...
618 Views