Newsletter for week of October 21st
Paid subscribers to Jonah’s Growth Stock Deep Dives receive:
4-5 deep dives per quarter
15-20 earnings writeups per quarter
Investment models for 30+ holdings (updated quarterly)
Investment portfolio spreadsheet with all of my core holdings, non-core holdings, swing trades and hedges
Investment portfolio spreadsheet also contains real-time activity (buys, sells, adds, trims) plus real-time notes/commentary/charts throughout the day
My investment portfolio is up +251.80% in 2024
Earnings reports for the week…
Macro reports for the week…
Macro reports for next week…
CPI spreadsheet…
FOMC updates…
New highs vs new lows…
Market momentum…
$TNX (10Y Treasury)
$VIX
SPY (S&P 500, market cap weighted)
RSP (S&P 500, equal cap weighted)
QQQ (Nasdaq 100, market cap weighted)
QQQE (Nasdaq 100, equal cap weighted)
IWM (Russell 2000, small/mid caps)
IWO (Russell 2000 Growth, small/mid caps)
Have a great day,
~Jonah Lupton, CEO/CIO of Lupton Capital
You can follow me on Twitter at @JonahLupton