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2021-09-14

For strong hearted and believers

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2021-08-25

To Space

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2021-07-28

Staying low

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2021-06-28

Technology gearing up for next phase

Top strategist opens her playbook for the year’s second half, sees market turbulence ahead

2021-08-18

Think long term

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2021-08-02

Shift of funds to other sectors

Alibaba,Uber, DraftKings, GM, Roku, EA, ViacomCBS, and Other Stocks for Investors to Watch This Week

2021-07-28

Market wide correction disregard earnings report.

Starbucks forecasts steamy sales despite pressure in China

2021-07-28

Growing bigger

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2021-07-19

Up on avg mid term. Acc & hold.

Morgan Stanley: This Cycle Will Be "Hotter But Shorter" Than Usual

2021-07-13

Unleash the power of print

The Fed's Complete Taper Timeline

2022-07-12

Cyclical. What goes up....

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2021-08-22

Confirmed

Expect Fed tapering to start in November and look like this, says BofA Global

2021-07-29

Supply issue will be a past soon

Qualcomm optimistic on 5G, connected device sales as supply bottlenecks ease

2021-07-27

The old boys coming up.

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2021-07-24

60,000? Double double?

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2021-07-10

Upstoppable

The bull market in stocks may last up to five years — here are six reasons why

2021-06-24

To the space and beyond.

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2021-08-25

Basic

Palantir: Shareholder Unfriendly Company With Limited Upside

2021-08-24

Buy Buy Buy

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2021-08-19

Reality taking over hype

Stocks End the Day in an Ugly Way After Fed Minutes Show Taper Talk Is Serious

Go to Tiger App to see more news

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Since February 14th, gold is up an incredible $300/oz or 15% in less than 2 months. Even as 3 interest rate cuts have been removed from market forecasts, gold is pushing higher. Geopolitical tensions and renewed inflation worries have been the primary drivers. Many investors are beginning to call for $3,000+ gold prices as the run continues. Are gold markets preparing for another wave of inflation?","listText":"<a href=\"https://ttm.financial/FUT/MGC2404\">$E-Micro Gold - Apr 2024(MGC2404)$</a> <a href=\"https://ttm.financial/S/GLD\">$SPDR Gold Shares(GLD)$</a>&nbsp; Gold prices have officially crossed above $2,300 for the first time in history. Since February 14th, gold is up an incredible $300/oz or 15% in less than 2 months. Even as 3 interest rate cuts have been removed from market forecasts, gold is pushing higher. Geopolitical tensions and renewed inflation worries have been the primary drivers. Many investors are beginning to call for $3,000+ gold prices as the run continues. Are gold markets preparing for another wave of inflation?","text":"$E-Micro Gold - Apr 2024(MGC2404)$ $SPDR Gold Shares(GLD)$ Gold prices have officially crossed above $2,300 for the first time in history. Since February 14th, gold is up an incredible $300/oz or 15% in less than 2 months. Even as 3 interest rate cuts have been removed from market forecasts, gold is pushing higher. Geopolitical tensions and renewed inflation worries have been the primary drivers. Many investors are beginning to call for $3,000+ gold prices as the run continues. Are gold markets preparing for another wave of inflation?","images":[{"img":"https://community-static.tradeup.com/news/bbcf53bbe695eed01b1080a722791ccb","width":"1914","height":"1276"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/291530001465400","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1942,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":291559811231960,"gmtCreate":1712207512925,"gmtModify":1712207516847,"author":{"id":"3575626976695048","authorId":"3575626976695048","name":"WwwQY","avatar":"https://static.tigerbbs.com/6f9c22c265d387847e42f1190cd93d36","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575626976695048","authorIdStr":"3575626976695048"},"themes":[],"htmlText":"Probably time to follow gold","listText":"Probably time to follow gold","text":"Probably time to follow gold","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/291559811231960","isVote":1,"tweetType":1,"viewCount":2738,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":291558916788280,"gmtCreate":1712207291277,"gmtModify":1712207294416,"author":{"id":"3575626976695048","authorId":"3575626976695048","name":"WwwQY","avatar":"https://static.tigerbbs.com/6f9c22c265d387847e42f1190cd93d36","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575626976695048","authorIdStr":"3575626976695048"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a>&nbsp;","text":"$Tesla Motors(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/291558916788280","isVote":1,"tweetType":1,"viewCount":2533,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9912619764,"gmtCreate":1664815239458,"gmtModify":1676537512846,"author":{"id":"3575626976695048","authorId":"3575626976695048","name":"WwwQY","avatar":"https://static.tigerbbs.com/6f9c22c265d387847e42f1190cd93d36","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575626976695048","authorIdStr":"3575626976695048"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>Back to earth soon&nbsp;","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>Back to earth soon&nbsp;","text":"$Tesla Motors(TSLA)$Back to earth soon","images":[{"img":"https://community-static.tradeup.com/news/7a85c6904f4399c591dd1aab5a0aa0bd","width":"1284","height":"3849"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9912619764","isVote":1,"tweetType":1,"viewCount":2064,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9912619299,"gmtCreate":1664815108811,"gmtModify":1676537512838,"author":{"id":"3575626976695048","authorId":"3575626976695048","name":"WwwQY","avatar":"https://static.tigerbbs.com/6f9c22c265d387847e42f1190cd93d36","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575626976695048","authorIdStr":"3575626976695048"},"themes":[],"htmlText":"Accumulate?","listText":"Accumulate?","text":"Accumulate?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9912619299","repostId":"1159917391","repostType":4,"repost":{"id":"1159917391","kind":"news","pubTimestamp":1664810401,"share":"https://ttm.financial/m/news/1159917391?lang=en_US&edition=fundamental","pubTime":"2022-10-03 23:20","market":"us","language":"en","title":"My Current View Of The S&P 500 Index: October 2022 Edition (Technical Analysis)","url":"https://stock-news.laohu8.com/highlight/detail?id=1159917391","media":"Seeking Alpha","summary":"SummaryMy allocation remains the same.June lows have been taken out.Possible demand zone for SPY is ","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>My allocation remains the same.</li><li>June lows have been taken out.</li><li>Possible demand zone for SPY is identified.</li></ul><p>In this month&#39;s article I outline why I am maintaining my October&#39;s allocation to the SPDR S&amp;P 500 ETF (NYSEARCA:SPY) at 40% with the other 60% of my assets in cash. First let me review my pension plan performance in September. The market, as measured by the S&amp;P 500 index, lost 9.34% for the month. As for my pension plan assets, I outperformed the index as my investment allocation only lost 3.53%. My investment objective of preserving my capital was not met as I did not make money. I did meet my second investment objective which is beating the S&amp;P 500 index. These results are the same as last month. Table 1 below shows my returns and allocations for the month of September and Table 2 below shows my returns for the past 12 months.</p><p>I have made changes to Table 2 below after I received a comment from a reader. Table 2 shows new columns to better (more accurately) reflect my investment results. The third column, $100K Hypo, is what my returns would be if I started my account with $100,000 in my first article of this series and followed the allocation recommendations from my articles. The fifth column, $100K SPY, shows the returns of just investing $100,000 and keeping it all allocated to SPY. The percentage returns in the last row show that my strategy returned a negative 8.23% for the last 12 months and simply investing in SPY would have returned a negative 15.49% for the last 12 months. Therefore, I have outperformed SPY for the last 12 months by 7.26%.</p><p>Table 1 - Investment Returns for September</p><p><img src=\"https://static.tigerbbs.com/373c49c0cce6f026380f1818b9831bd0\" tg-width=\"489\" tg-height=\"241\" referrerpolicy=\"no-referrer\"/></p><p>author</p><p>Table 2 - Investment Returns Last 12 Months</p><p><img src=\"https://static.tigerbbs.com/838dad282bd83095f46d1caa3e8ddedd\" tg-width=\"717\" tg-height=\"475\" referrerpolicy=\"no-referrer\"/></p><p>Author</p><p>To review the purpose of this series of articles, my retirement account only allows me to buy the following four ETFs: iShares Core U.S. Aggregate Bond ETF (AGG), SPDR S&amp;P 500 ETF (SPY), iShares Russell 2000 ETF (IWM), and iShares MSCI EAFE ETF (EFA). I can also have my money in cash. The question is how to decide where and when to allocate money to these various ETFs.</p><p>I use my moving average crossover system combined with relative strength charts to determine how to allocate my pension plan assets. My moving average crossover system uses the 6 month and the 10- month exponential moving averages to identify which of the four ETFs are in position to be bought. If the 6-month moving average is above the 10-month moving average, then the ETF is a buy. I call this setup being in bullish alignment. When the 6-month moving average is below the 10-month moving average the setup is referred to as a bearish alignment. When a bearish alignment happens, I don&#39;t want to hold that asset. See Chart 1 below for a long-term look at the S&amp;P 500 index using my moving average crossover system.</p><p>Chart 1 - Monthly SP 500 Index with 6/10 Moving Averages</p><p><img src=\"https://static.tigerbbs.com/7952c779df2062d82c637eb58d33bfba\" tg-width=\"1280\" tg-height=\"569\" referrerpolicy=\"no-referrer\"/></p><p>You can see that the moving average crossover system provided some excellent long term buy and sell signals that would have allowed investors to capture long duration moves in the index; while avoiding costly drawdowns. Avoiding these costly drawdowns allows me to meet the objective of capital reservation.</p><p>I employ this strategy because I do not want to experience a large drawdown with my pension assets. During the 2008-2009 market crash many people didn&#39;t even look at their retirement statements because they were afraid of what they would find. I submit that if those people would have used a market strategy like what I outline in this series of articles, they would have been able to avoid much of the decline during the bear market and consequently would have had less emotional stress during that time period.</p><p>The following charts show the current status of the ETFs that I am allowed to buy in my retirement account.</p><p>Chart 2 - Monthly SPY with 6/10 Moving Averages</p><p><img src=\"https://static.tigerbbs.com/8db01354ec47cafb30754a83fe2e2220\" tg-width=\"1280\" tg-height=\"566\" referrerpolicy=\"no-referrer\"/></p><p>Chart 2 shows that SPY declined over 9% in September. It was a tough month for bulls. SPY remains in bearish alignment. Volume did increase which is bearish. The SPY candle is a very bearish one closing at the low of the month. SPY also closed below the June lows. There is nothing bullish about that development. As I look at Chart 2, I see a potential demand zone where bulls could step in, at the 320 level. The demand zone is outlined in blue. Right now, things don&#39;t look good for SPY. We will see where we go from here. For October, I am staying with my allocation of 40% to SPY. I will look to increase my exposure to SPY once SPY closes above its 10-month moving average which is in red.</p><p>Chart 3 - Monthly IWM with 6/10 Moving Averages</p><p><img src=\"https://static.tigerbbs.com/b1017d71508cf02631b0556d24fed337\" tg-width=\"1280\" tg-height=\"564\" referrerpolicy=\"no-referrer\"/></p><p>Chart 3 shows that small cap stocks fell hard losing 9.66% in September. IWM remains in bearish alignment and like SPY in Chart 2, IWM&#39;s candle for the month was bearish. Volume increased which is also bearish. If you&#39;re a bull on IWM, a positive sign is that IWM held the June lows. It&#39;s the only ETF in this article that was able to do so. That green line on the chart has held so far. The longer IWM remains above the green line, the more valid that level of support becomes. The next bullish development would be IWM closing above the blue 6-month moving average.</p><p>Chart 4 - Monthly IWM: SPY Relative Strength</p><p><img src=\"https://static.tigerbbs.com/df4b4c8b3578cf9bc420eee96cbcc7ea\" tg-width=\"1280\" tg-height=\"577\" referrerpolicy=\"no-referrer\"/></p><p>Chart 4 still shows that the IWM: SPY ratio is perhaps bottoming. In September the ratio ticked down slightly as IWM underperformed SPY. The low level seems to be holding which is bullish if you are an IWM investor. Despite that bullish feature, the ratio remains in bearish alignment. While the ratio is in bearish alignment the two averages seem to be flattening out and in the case of the blue 6-month moving average, turning higher. That can be seen as a bullish development. Before I consider allocating money to IWM I need to see the ratio get above the red ten-month moving average. This could happen soon.</p><p>Chart 5 - Monthly EFA with 6/10 Moving Averages</p><p><img src=\"https://static.tigerbbs.com/5e0595d8a79eafdaec5968ca027ea0ca\" tg-width=\"1280\" tg-height=\"566\" referrerpolicy=\"no-referrer\"/></p><p>Chart 5 shows that EFA lost 9.22% in September. It was a bearish month with a bearish candle closing just off its lows for the month. Like SPY and IWM, EFA traded on higher volume. EFA remains in bearish alignment. Looking at Chart 5 I don&#39;t see much in the way of support for EFA. EFA could test the COVID lows. As I wrote before, EFA has some work to do before I would consider allocating money to that ETF. I need to see EFA close above the red ten-month moving average.</p><p>Chart 6 - Monthly EFA: SPY Relative Strength</p><p><img src=\"https://static.tigerbbs.com/f4285ac4e7a7e0b32e169a216dc240c5\" tg-width=\"1280\" tg-height=\"580\" referrerpolicy=\"no-referrer\"/></p><p>There is nothing new to report for Chart 6. The EFA: SPY ratio ticked up a bit in September. The ratio remains at its lows. When looking at a price chart and you see price move from the upper lefthand side to the lower righthand side of the chart, that is the textbook definition of a downtrend. I need to see this ratio close above the red 10 month moving average before I allocate money to EFA over SPY.</p><p>Chart 7 - Monthly EFA: IWM Relative Strength</p><p><img src=\"https://static.tigerbbs.com/a41c9d121f8b625d2540babbd062e5de\" tg-width=\"1280\" tg-height=\"573\" referrerpolicy=\"no-referrer\"/></p><p>Chart 7 shows that EFA outperformed IWM in September by 0.49%. The ratio has flipped from being in bullish alignment to now being in bearish alignment. The recent series of higher highs and higher lows has been broken. I will continue to watch this chart to see how events unfold.</p><p>Chart 8 - Monthly AGG with 6/10 Moving Averages</p><p><img src=\"https://static.tigerbbs.com/38c9db5314701a1b59f2f1645dfdc458\" tg-width=\"1280\" tg-height=\"569\" referrerpolicy=\"no-referrer\"/></p><p>Chart 8 shows that AGG lost 4.14% in September. It was a bad month for AGG investors. AGG remains in bearish alignment, lost the green line of support, and the June lows. AGG is now at levels last seen in 2018. AGG is now down over 16% from its highs in August 2020.</p><p>Chart 9 - Monthly AGG: SPY Relative Strength</p><p><img src=\"https://static.tigerbbs.com/4b1d14158921e425b7a38cabe3c1851b\" tg-width=\"1280\" tg-height=\"569\" referrerpolicy=\"no-referrer\"/></p><p>The AGG: SPY ratio in Chart 9 gained 5.62% as AGG outperformed SPY in September. The ratio is on the cusp of being in bullish alignment. Both moving averages are trending higher. The ratio is trying to make a series of higher highs and higher lows. We will see if it succeeds.</p><p>In summary, all the ETFs I covered in this article lost money in September. AGG performed the best by losing the least for the month. All the price charts are in bearish alignment. All the price charts are now below their June lows. I see no reason to change my allocation for October. I am keeping my allocation of 40% in SPY and 60% in cash. That may be too conservative, and I can live with that. It could also be too aggressive. We will see. I wrote last month that &#34;… the bear market may have been made as every ETF remains above the June lows. I don&#39;t know.&#34; Well, that proved to be incorrect. There may be more downside ahead for the markets. If SPY closes above its blue 6-month moving average in October, I will increase my allocation to SPY and reduce my allocation to cash. We are now in the unfavorable months for the stock market; June-October. I just try to follow price and the trend. Right now, the trend for equities and bonds remains down. I will monitor the markets for the month of October and then reallocate, if necessary, at the end of the month.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>My Current View Of The S&P 500 Index: October 2022 Edition (Technical Analysis)</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMy Current View Of The S&P 500 Index: October 2022 Edition (Technical Analysis)\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-03 23:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4544236-my-current-view-sp500-index-october-2022-edition><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryMy allocation remains the same.June lows have been taken out.Possible demand zone for SPY is identified.In this month's article I outline why I am maintaining my October's allocation to the ...</p>\n\n<a href=\"https://seekingalpha.com/article/4544236-my-current-view-sp500-index-october-2022-edition\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index","SPY":"标普500ETF"},"source_url":"https://seekingalpha.com/article/4544236-my-current-view-sp500-index-october-2022-edition","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159917391","content_text":"SummaryMy allocation remains the same.June lows have been taken out.Possible demand zone for SPY is identified.In this month's article I outline why I am maintaining my October's allocation to the SPDR S&P 500 ETF (NYSEARCA:SPY) at 40% with the other 60% of my assets in cash. First let me review my pension plan performance in September. The market, as measured by the S&P 500 index, lost 9.34% for the month. As for my pension plan assets, I outperformed the index as my investment allocation only lost 3.53%. My investment objective of preserving my capital was not met as I did not make money. I did meet my second investment objective which is beating the S&P 500 index. These results are the same as last month. Table 1 below shows my returns and allocations for the month of September and Table 2 below shows my returns for the past 12 months.I have made changes to Table 2 below after I received a comment from a reader. Table 2 shows new columns to better (more accurately) reflect my investment results. The third column, $100K Hypo, is what my returns would be if I started my account with $100,000 in my first article of this series and followed the allocation recommendations from my articles. The fifth column, $100K SPY, shows the returns of just investing $100,000 and keeping it all allocated to SPY. The percentage returns in the last row show that my strategy returned a negative 8.23% for the last 12 months and simply investing in SPY would have returned a negative 15.49% for the last 12 months. Therefore, I have outperformed SPY for the last 12 months by 7.26%.Table 1 - Investment Returns for SeptemberauthorTable 2 - Investment Returns Last 12 MonthsAuthorTo review the purpose of this series of articles, my retirement account only allows me to buy the following four ETFs: iShares Core U.S. Aggregate Bond ETF (AGG), SPDR S&P 500 ETF (SPY), iShares Russell 2000 ETF (IWM), and iShares MSCI EAFE ETF (EFA). I can also have my money in cash. The question is how to decide where and when to allocate money to these various ETFs.I use my moving average crossover system combined with relative strength charts to determine how to allocate my pension plan assets. My moving average crossover system uses the 6 month and the 10- month exponential moving averages to identify which of the four ETFs are in position to be bought. If the 6-month moving average is above the 10-month moving average, then the ETF is a buy. I call this setup being in bullish alignment. When the 6-month moving average is below the 10-month moving average the setup is referred to as a bearish alignment. When a bearish alignment happens, I don't want to hold that asset. See Chart 1 below for a long-term look at the S&P 500 index using my moving average crossover system.Chart 1 - Monthly SP 500 Index with 6/10 Moving AveragesYou can see that the moving average crossover system provided some excellent long term buy and sell signals that would have allowed investors to capture long duration moves in the index; while avoiding costly drawdowns. Avoiding these costly drawdowns allows me to meet the objective of capital reservation.I employ this strategy because I do not want to experience a large drawdown with my pension assets. During the 2008-2009 market crash many people didn't even look at their retirement statements because they were afraid of what they would find. I submit that if those people would have used a market strategy like what I outline in this series of articles, they would have been able to avoid much of the decline during the bear market and consequently would have had less emotional stress during that time period.The following charts show the current status of the ETFs that I am allowed to buy in my retirement account.Chart 2 - Monthly SPY with 6/10 Moving AveragesChart 2 shows that SPY declined over 9% in September. It was a tough month for bulls. SPY remains in bearish alignment. Volume did increase which is bearish. The SPY candle is a very bearish one closing at the low of the month. SPY also closed below the June lows. There is nothing bullish about that development. As I look at Chart 2, I see a potential demand zone where bulls could step in, at the 320 level. The demand zone is outlined in blue. Right now, things don't look good for SPY. We will see where we go from here. For October, I am staying with my allocation of 40% to SPY. I will look to increase my exposure to SPY once SPY closes above its 10-month moving average which is in red.Chart 3 - Monthly IWM with 6/10 Moving AveragesChart 3 shows that small cap stocks fell hard losing 9.66% in September. IWM remains in bearish alignment and like SPY in Chart 2, IWM's candle for the month was bearish. Volume increased which is also bearish. If you're a bull on IWM, a positive sign is that IWM held the June lows. It's the only ETF in this article that was able to do so. That green line on the chart has held so far. The longer IWM remains above the green line, the more valid that level of support becomes. The next bullish development would be IWM closing above the blue 6-month moving average.Chart 4 - Monthly IWM: SPY Relative StrengthChart 4 still shows that the IWM: SPY ratio is perhaps bottoming. In September the ratio ticked down slightly as IWM underperformed SPY. The low level seems to be holding which is bullish if you are an IWM investor. Despite that bullish feature, the ratio remains in bearish alignment. While the ratio is in bearish alignment the two averages seem to be flattening out and in the case of the blue 6-month moving average, turning higher. That can be seen as a bullish development. Before I consider allocating money to IWM I need to see the ratio get above the red ten-month moving average. This could happen soon.Chart 5 - Monthly EFA with 6/10 Moving AveragesChart 5 shows that EFA lost 9.22% in September. It was a bearish month with a bearish candle closing just off its lows for the month. Like SPY and IWM, EFA traded on higher volume. EFA remains in bearish alignment. Looking at Chart 5 I don't see much in the way of support for EFA. EFA could test the COVID lows. As I wrote before, EFA has some work to do before I would consider allocating money to that ETF. I need to see EFA close above the red ten-month moving average.Chart 6 - Monthly EFA: SPY Relative StrengthThere is nothing new to report for Chart 6. The EFA: SPY ratio ticked up a bit in September. The ratio remains at its lows. When looking at a price chart and you see price move from the upper lefthand side to the lower righthand side of the chart, that is the textbook definition of a downtrend. I need to see this ratio close above the red 10 month moving average before I allocate money to EFA over SPY.Chart 7 - Monthly EFA: IWM Relative StrengthChart 7 shows that EFA outperformed IWM in September by 0.49%. The ratio has flipped from being in bullish alignment to now being in bearish alignment. The recent series of higher highs and higher lows has been broken. I will continue to watch this chart to see how events unfold.Chart 8 - Monthly AGG with 6/10 Moving AveragesChart 8 shows that AGG lost 4.14% in September. It was a bad month for AGG investors. AGG remains in bearish alignment, lost the green line of support, and the June lows. AGG is now at levels last seen in 2018. AGG is now down over 16% from its highs in August 2020.Chart 9 - Monthly AGG: SPY Relative StrengthThe AGG: SPY ratio in Chart 9 gained 5.62% as AGG outperformed SPY in September. The ratio is on the cusp of being in bullish alignment. Both moving averages are trending higher. The ratio is trying to make a series of higher highs and higher lows. We will see if it succeeds.In summary, all the ETFs I covered in this article lost money in September. AGG performed the best by losing the least for the month. All the price charts are in bearish alignment. All the price charts are now below their June lows. I see no reason to change my allocation for October. I am keeping my allocation of 40% in SPY and 60% in cash. That may be too conservative, and I can live with that. It could also be too aggressive. We will see. I wrote last month that \"… the bear market may have been made as every ETF remains above the June lows. I don't know.\" Well, that proved to be incorrect. There may be more downside ahead for the markets. If SPY closes above its blue 6-month moving average in October, I will increase my allocation to SPY and reduce my allocation to cash. We are now in the unfavorable months for the stock market; June-October. I just try to follow price and the trend. Right now, the trend for equities and bonds remains down. I will monitor the markets for the month of October and then reallocate, if necessary, at the end of the month.","news_type":1,"symbols_score_info":{"SPY":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":2576,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9912619114,"gmtCreate":1664814812538,"gmtModify":1676537512830,"author":{"id":"3575626976695048","authorId":"3575626976695048","name":"WwwQY","avatar":"https://static.tigerbbs.com/6f9c22c265d387847e42f1190cd93d36","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575626976695048","authorIdStr":"3575626976695048"},"themes":[],"htmlText":"Swap swap swap","listText":"Swap swap swap","text":"Swap swap swap","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9912619114","repostId":"1102930276","repostType":4,"repost":{"id":"1102930276","kind":"news","pubTimestamp":1664810461,"share":"https://ttm.financial/m/news/1102930276?lang=en_US&edition=fundamental","pubTime":"2022-10-03 23:21","market":"us","language":"en","title":"Credit Suisse CEO Seeks to Calm Markets as Default Swaps Climb","url":"https://stock-news.laohu8.com/highlight/detail?id=1102930276","media":"Bloomberg","summary":"Credit Suisse Group AG’s new chief has asked investors for less than 100 days to deliver a new turna","content":"<div>\n<p>Credit Suisse Group AG’s new chief has asked investors for less than 100 days to deliver a new turnaround strategy. Turbulent markets are making that feel like a long time.The cost of insuring the ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-10-02/credit-suisse-ceo-seeks-to-calm-as-default-swaps-near-2009-level\">Source Link</a>\n\n</div>\n","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Credit Suisse CEO Seeks to Calm Markets as Default Swaps Climb</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCredit Suisse CEO Seeks to Calm Markets as Default Swaps Climb\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-03 23:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-10-02/credit-suisse-ceo-seeks-to-calm-as-default-swaps-near-2009-level><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Credit Suisse Group AG’s new chief has asked investors for less than 100 days to deliver a new turnaround strategy. Turbulent markets are making that feel like a long time.The cost of insuring the ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-10-02/credit-suisse-ceo-seeks-to-calm-as-default-swaps-near-2009-level\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.bloomberg.com/news/articles/2022-10-02/credit-suisse-ceo-seeks-to-calm-as-default-swaps-near-2009-level","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1102930276","content_text":"Credit Suisse Group AG’s new chief has asked investors for less than 100 days to deliver a new turnaround strategy. Turbulent markets are making that feel like a long time.The cost of insuring the firm’s bonds against default climbed about 15% last week to levels not seen since 2009 as the shares touched a new record low. On Friday, Chief Executive Officer Ulrich Koerner reassured staff that the bank has a “strong capital base and liquidity position” and told employees that he will be sending them a regular update until the firm announces a new strategic plan on Oct. 27.Koerner, who was named CEO in late July, has had to deal with market speculation, banker exits and capital doubts as he seeks to set a path forward for the troubled Swiss bank. The lender is currently finalizing plans that will likely see sweeping changes to its investment bank and may include cutting thousands of jobs over a number of years, Bloomberg has reported.Koerner’s memo was the second straight Friday missive as speculation over the beleaguered bank’s future increases. Analysts at KBW estimated that the firm may need to raise 4 billion Swiss francs ($4 billion) of capital even after selling some assets to fund any restructuring, growth efforts and any unknowns.Credit Suisse’s market capitalization dropped to around 10 billion Swiss francs, meaning any share sale would be highly dilutive to longtime holders. The market value was above 30 billion francs as recently as March 2021.Credit Suisse executives have noted that the firm’s 13.5% CET1 capital ratio at June 30 was in the middle of the planned range of 13% to 14% for 2022. The firm’s 2021 annual report said that its international regulatory minimum ratio was 8%, while Swiss authorities required a higher level of about 10%.The five-year credit default swaps price of about 250 basis points is up from about 55 basis points at the start of the year and is near their highest on record. While these levels are still far from distressed and are part of a broad market selloff, they signify deteriorating perceptions of creditworthiness for the scandal-hit bank in the current environment.The KBW analysts were the latest to draw comparisons to the crisis of confidence that shook Deutsche Bank AG six years ago. Then, the German lender was facing broad questions about its strategy as well as near-term concerns about the cost of a settlement to end a US probe related to mortgage-backed securities. Deutsche Bank saw its credit-default swaps climb, its debt rating downgraded and some clients step back from working with it.The stress eased over several months as the German firm settled for a lower figure than many feared, raised about 8 billion euros ($7.8 billion) of new capital and announced a strategy revamp. Still, what the bank called a “vicious circle” of declining revenue and rising funding costs took years to reverse.There are differences between the two situations. Credit Suisse doesn’t face any one issue on the scale of Deutsche Bank’s $7.2 billion settlement, and its key capital ratio of 13.5% is higher than the 10.8% that the German firm had six years ago.The stress Deutsche Bank faced in 2016 resulted in the unusual dynamic where the cost of insuring against losses on the lender’s debt for one year surpassed that of protection for five years. Credit Suisse’s one-year swaps are still significantly cheaper than five-year ones.Last week, Credit Suisse said it’s working on possible asset and business sales as part of its strategic plan which will be unveiled at the end of October. The bank is exploring deals to sell its securitized products trading unit, is weighing the sale of its Latin American wealth management operations excluding Brazil, and is considering reviving the First Boston brand name, Bloomberg has reported.","news_type":1,"symbols_score_info":{"CS":0.9}},"isVote":1,"tweetType":1,"viewCount":3874,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9995350088,"gmtCreate":1661414857246,"gmtModify":1676536514532,"author":{"id":"3575626976695048","authorId":"3575626976695048","name":"WwwQY","avatar":"https://static.tigerbbs.com/6f9c22c265d387847e42f1190cd93d36","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575626976695048","authorIdStr":"3575626976695048"},"themes":[],"htmlText":"Always an apple to the eye","listText":"Always an apple to the eye","text":"Always an apple to the eye","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9995350088","repostId":"1155224332","repostType":4,"repost":{"id":"1155224332","kind":"news","pubTimestamp":1661413530,"share":"https://ttm.financial/m/news/1155224332?lang=en_US&edition=fundamental","pubTime":"2022-08-25 15:45","market":"us","language":"en","title":"Apple Stock: Is It Overvalued?","url":"https://stock-news.laohu8.com/highlight/detail?id=1155224332","media":"TheStreet","summary":"One of the main pillars of the bearish thesis on Apple stock is the rich valuation. But compared to ","content":"<html><head></head><body><p>One of the main pillars of the bearish thesis on Apple stock is the rich valuation. But compared to the peer group, maybe AAPL is not so pricey after all.</p><p><b>Apple</b> stock is considered a buy by the majority of analysts that cover the name. According to TipRanks, more than 80% of Wall Street experts think that owning shares is a good idea, while only one analyst has a sell rating on the stock.</p><p>Among skeptics, one of the main arguments against owning AAPL is the elevated P/E ratio. But a closer look at the peer comparison suggests that Apple stock may be more affordable than many seem to believe.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/43a857803961118aaec24d329afbb569\" tg-width=\"1240\" tg-height=\"827\" width=\"100%\" height=\"auto\"/><span>Figure 1: Is Apple Stock Overvalued? What The Peer Comparison Says</span></p><p><b>Apple’s valuations: fair, too rich, or a bargain?</b></p><p>The following graph probably explains why so many value investors are cautious about Apple stock today. Notice what has happened to AAPL’s price-to-earnings (or P/E) ratio over the past 10 years:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0553c50e1e51280c4e0a5f50a0ab7313\" tg-width=\"1000\" tg-height=\"485\" width=\"100%\" height=\"auto\"/><span>Figure 2: Apple&#39;s valuation.</span></p><p>Starting a couple of years after the launch of the original iPad, Apple’s P/E fluctuated between 10 and 20 times for a few years. Then, beginning in 2019, the valuation multiple skyrocketed to as high as 44 times early last year, settling now to just below 30 times.</p><p>The multiple expansion happened for a few reasons, the most relevant of which was probably Apple’s business model shift to higher-margin and more predictable services. The post-iPhone X success of Apple’s smartphone segment, along with the company’s generous cash return policy, probably helped too.</p><p>But tech companies, especially those in high growth stages of their lifecycles or whose “moats” are considered wide, tend to command high P/Es. Take a look at the following table comparing some of Apple’s key valuation metrics with those of peers selected by Stock Rover:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a113f08e69b46e338f58200da166c3f0\" tg-width=\"1002\" tg-height=\"278\" width=\"100%\" height=\"auto\"/><span>Figure 3: Apple peers key valuation metrics selected by Stock Rover.</span></p><p>Starting with P/E, in the sixth column, notice how AAPL’s 27.6 times is actually much lower than NVIDIA’s 46.1 and Adobe’s 40.1 times, for example. Part of the reason for AAPL’s more de-risked valuation is the growth profile: while the Cupertino company is expected to increase EPS by 6% next year, NVIDIA and Adobe should deliver growth of 17% instead.</p><p>The only companies on the list with substantially lower P/E vs. Apple are Intel and Cisco, possibly Broadcom. But considering these companies and their industries’ much less encouraging growth profile, it is understandable that these stocks would trade more cheaply.</p><p>Let’s look beyond P/E. On a price-to-FCF (free cash flow) basis, Apple’s 25.6 times multiple seems even cheaper compared to the peer group. Only Broadcom and Cisco, at about 16 times, look substantially more de-risked.</p><p>Apple’s cash flow-based valuation metrics look good because the Cupertino company is particularly competent at turning earnings into hard cash. Tight control of working capital and capex is probably what best supports the argument.</p><p>Lastly, notice how Apple looks quite overvalued on a price-to-book basis. A multiple of 46.1 times, in fact, is an eye sore compared to Salesforce.com’s 3.0 times and Intel’s 1.4 times.</p><p>But here, the metric is deceivingly distorted. Because Apple buys so many of its shares via stock buybacks, the company’s equity size has been shrinking quickly over the years – which is not a bad thing at all. Since equity is the denominator in the P/B ratio, the multiple understandably looks too rich, on the surface.</p><p><b>My views on AAPL’s valuation</b></p><p>I still believe that Apple’s valuations are far from being a bargain. But at the same time, once I look at the peer group comparison, I find it hard to side with the bears as well. To me, AAPL’s P/E is fair and consistent with the robust business fundamentals of the company.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Stock: Is It Overvalued?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Stock: Is It Overvalued?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-25 15:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/apple/stock/is-apple-stock-overvalued-what-the-peer-comparison-says><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>One of the main pillars of the bearish thesis on Apple stock is the rich valuation. But compared to the peer group, maybe AAPL is not so pricey after all.Apple stock is considered a buy by the ...</p>\n\n<a href=\"https://www.thestreet.com/apple/stock/is-apple-stock-overvalued-what-the-peer-comparison-says\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.thestreet.com/apple/stock/is-apple-stock-overvalued-what-the-peer-comparison-says","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155224332","content_text":"One of the main pillars of the bearish thesis on Apple stock is the rich valuation. But compared to the peer group, maybe AAPL is not so pricey after all.Apple stock is considered a buy by the majority of analysts that cover the name. According to TipRanks, more than 80% of Wall Street experts think that owning shares is a good idea, while only one analyst has a sell rating on the stock.Among skeptics, one of the main arguments against owning AAPL is the elevated P/E ratio. But a closer look at the peer comparison suggests that Apple stock may be more affordable than many seem to believe.Figure 1: Is Apple Stock Overvalued? What The Peer Comparison SaysApple’s valuations: fair, too rich, or a bargain?The following graph probably explains why so many value investors are cautious about Apple stock today. Notice what has happened to AAPL’s price-to-earnings (or P/E) ratio over the past 10 years:Figure 2: Apple's valuation.Starting a couple of years after the launch of the original iPad, Apple’s P/E fluctuated between 10 and 20 times for a few years. Then, beginning in 2019, the valuation multiple skyrocketed to as high as 44 times early last year, settling now to just below 30 times.The multiple expansion happened for a few reasons, the most relevant of which was probably Apple’s business model shift to higher-margin and more predictable services. The post-iPhone X success of Apple’s smartphone segment, along with the company’s generous cash return policy, probably helped too.But tech companies, especially those in high growth stages of their lifecycles or whose “moats” are considered wide, tend to command high P/Es. Take a look at the following table comparing some of Apple’s key valuation metrics with those of peers selected by Stock Rover:Figure 3: Apple peers key valuation metrics selected by Stock Rover.Starting with P/E, in the sixth column, notice how AAPL’s 27.6 times is actually much lower than NVIDIA’s 46.1 and Adobe’s 40.1 times, for example. Part of the reason for AAPL’s more de-risked valuation is the growth profile: while the Cupertino company is expected to increase EPS by 6% next year, NVIDIA and Adobe should deliver growth of 17% instead.The only companies on the list with substantially lower P/E vs. Apple are Intel and Cisco, possibly Broadcom. But considering these companies and their industries’ much less encouraging growth profile, it is understandable that these stocks would trade more cheaply.Let’s look beyond P/E. On a price-to-FCF (free cash flow) basis, Apple’s 25.6 times multiple seems even cheaper compared to the peer group. Only Broadcom and Cisco, at about 16 times, look substantially more de-risked.Apple’s cash flow-based valuation metrics look good because the Cupertino company is particularly competent at turning earnings into hard cash. Tight control of working capital and capex is probably what best supports the argument.Lastly, notice how Apple looks quite overvalued on a price-to-book basis. A multiple of 46.1 times, in fact, is an eye sore compared to Salesforce.com’s 3.0 times and Intel’s 1.4 times.But here, the metric is deceivingly distorted. Because Apple buys so many of its shares via stock buybacks, the company’s equity size has been shrinking quickly over the years – which is not a bad thing at all. Since equity is the denominator in the P/B ratio, the multiple understandably looks too rich, on the surface.My views on AAPL’s valuationI still believe that Apple’s valuations are far from being a bargain. But at the same time, once I look at the peer group comparison, I find it hard to side with the bears as well. To me, AAPL’s P/E is fair and consistent with the robust business fundamentals of the company.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":4013,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9995327233,"gmtCreate":1661414808924,"gmtModify":1676536514522,"author":{"id":"3575626976695048","authorId":"3575626976695048","name":"WwwQY","avatar":"https://static.tigerbbs.com/6f9c22c265d387847e42f1190cd93d36","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575626976695048","authorIdStr":"3575626976695048"},"themes":[],"htmlText":"The game is taking a break&nbsp;","listText":"The game is taking a break&nbsp;","text":"The game is taking a break","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9995327233","repostId":"1165289405","repostType":4,"repost":{"id":"1165289405","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1661414459,"share":"https://ttm.financial/m/news/1165289405?lang=en_US&edition=fundamental","pubTime":"2022-08-25 16:00","market":"us","language":"en","title":"Nvidia Shares Dropped 3.8% in Premarket Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1165289405","media":"Tiger Newspress","summary":"Graphics chip designer Nvidia Corp on Wednesday forecast a sharp drop in revenue in the current quar","content":"<html><head></head><body><p>Graphics chip designer Nvidia Corp on Wednesday forecast a sharp drop in revenue in the current quarter on the back of a weaker gaming industry, knocking its shares down about 3.8% in premarket trading Thursday.</p><p><img src=\"https://static.tigerbbs.com/cdad61f7318d6a3e22099a8e3e6a47e9\" tg-width=\"840\" tg-height=\"618\" referrerpolicy=\"no-referrer\"/></p><p>The company said it expected third quarter revenue of $5.90 billion, down 17% on year, but said the declines would be partially offset by growth in the data center and automotive business.</p><p>Analysts, however, raised concerns it may face more bad news as former growth areas slow.</p><p>&#34;We think Nvidia may see further downside from the crypto-mining and data center end markets,&#34; said Kinngai Chan, Summit Insights Group analyst.</p><p>Nvidia graphics chips called GPUs have been used for crypto currency mining and sales have taken a hit as the crypto market has crumbled.</p><p>Analysts have been concerned about a slowdown in data center growth, which has supported chip sales.</p><p>Nvidia Chief Executive Jensen Huang said on an earnings call that Chinese cloud service providers&#39; infrastructure investment had slowed a lot in the second quarter, but this had been offset by strong growth in the United States.</p><p>The company&#39;s second quarter revenue of $6.70 billion was significantly lower than the $8.10 billion Nvidia forecast in May.</p><p>Its gaming division posted revenue of $2.04 billion, down 33% year on year. Data center revenue held up at $3.81 billion, up 61% year on year.</p><p>The gaming industry has been showing signs of weakness as consumers pull back from discretionary purchases such as video-gaming gear amid decades-high inflation.</p><p>Nvidia said it took a $1.34 billion charge in the second quarter as it wrote down inventory built up when it thought the gaming and data center markets would be much stronger.</p><p>&#34;I know the demand is strong, but we expected the demand to be even stronger,&#34; Huang told Reuters about the write down of data center inventory.</p><p>Huang told analysts on the call that the company also faced supply chain challenges that prevented it from selling more systems to data centers.</p><p>&#34;We&#39;re seeing a great deal of demand for GPUs in the cloud,&#34; Huang said on the call. &#34;We were challenged this quarter with a fair amount of supply chain challenges.&#34;</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Shares Dropped 3.8% in Premarket Trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Shares Dropped 3.8% in Premarket Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-08-25 16:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Graphics chip designer Nvidia Corp on Wednesday forecast a sharp drop in revenue in the current quarter on the back of a weaker gaming industry, knocking its shares down about 3.8% in premarket trading Thursday.</p><p><img src=\"https://static.tigerbbs.com/cdad61f7318d6a3e22099a8e3e6a47e9\" tg-width=\"840\" tg-height=\"618\" referrerpolicy=\"no-referrer\"/></p><p>The company said it expected third quarter revenue of $5.90 billion, down 17% on year, but said the declines would be partially offset by growth in the data center and automotive business.</p><p>Analysts, however, raised concerns it may face more bad news as former growth areas slow.</p><p>&#34;We think Nvidia may see further downside from the crypto-mining and data center end markets,&#34; said Kinngai Chan, Summit Insights Group analyst.</p><p>Nvidia graphics chips called GPUs have been used for crypto currency mining and sales have taken a hit as the crypto market has crumbled.</p><p>Analysts have been concerned about a slowdown in data center growth, which has supported chip sales.</p><p>Nvidia Chief Executive Jensen Huang said on an earnings call that Chinese cloud service providers&#39; infrastructure investment had slowed a lot in the second quarter, but this had been offset by strong growth in the United States.</p><p>The company&#39;s second quarter revenue of $6.70 billion was significantly lower than the $8.10 billion Nvidia forecast in May.</p><p>Its gaming division posted revenue of $2.04 billion, down 33% year on year. Data center revenue held up at $3.81 billion, up 61% year on year.</p><p>The gaming industry has been showing signs of weakness as consumers pull back from discretionary purchases such as video-gaming gear amid decades-high inflation.</p><p>Nvidia said it took a $1.34 billion charge in the second quarter as it wrote down inventory built up when it thought the gaming and data center markets would be much stronger.</p><p>&#34;I know the demand is strong, but we expected the demand to be even stronger,&#34; Huang told Reuters about the write down of data center inventory.</p><p>Huang told analysts on the call that the company also faced supply chain challenges that prevented it from selling more systems to data centers.</p><p>&#34;We&#39;re seeing a great deal of demand for GPUs in the cloud,&#34; Huang said on the call. &#34;We were challenged this quarter with a fair amount of supply chain challenges.&#34;</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165289405","content_text":"Graphics chip designer Nvidia Corp on Wednesday forecast a sharp drop in revenue in the current quarter on the back of a weaker gaming industry, knocking its shares down about 3.8% in premarket trading Thursday.The company said it expected third quarter revenue of $5.90 billion, down 17% on year, but said the declines would be partially offset by growth in the data center and automotive business.Analysts, however, raised concerns it may face more bad news as former growth areas slow.\"We think Nvidia may see further downside from the crypto-mining and data center end markets,\" said Kinngai Chan, Summit Insights Group analyst.Nvidia graphics chips called GPUs have been used for crypto currency mining and sales have taken a hit as the crypto market has crumbled.Analysts have been concerned about a slowdown in data center growth, which has supported chip sales.Nvidia Chief Executive Jensen Huang said on an earnings call that Chinese cloud service providers' infrastructure investment had slowed a lot in the second quarter, but this had been offset by strong growth in the United States.The company's second quarter revenue of $6.70 billion was significantly lower than the $8.10 billion Nvidia forecast in May.Its gaming division posted revenue of $2.04 billion, down 33% year on year. Data center revenue held up at $3.81 billion, up 61% year on year.The gaming industry has been showing signs of weakness as consumers pull back from discretionary purchases such as video-gaming gear amid decades-high inflation.Nvidia said it took a $1.34 billion charge in the second quarter as it wrote down inventory built up when it thought the gaming and data center markets would be much stronger.\"I know the demand is strong, but we expected the demand to be even stronger,\" Huang told Reuters about the write down of data center inventory.Huang told analysts on the call that the company also faced supply chain challenges that prevented it from selling more systems to data centers.\"We're seeing a great deal of demand for GPUs in the cloud,\" Huang said on the call. \"We were challenged this quarter with a fair amount of supply chain challenges.\"","news_type":1,"symbols_score_info":{"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":3628,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9995327625,"gmtCreate":1661414733569,"gmtModify":1676536514515,"author":{"id":"3575626976695048","authorId":"3575626976695048","name":"WwwQY","avatar":"https://static.tigerbbs.com/6f9c22c265d387847e42f1190cd93d36","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575626976695048","authorIdStr":"3575626976695048"},"themes":[],"htmlText":"The heat is on.","listText":"The heat is on.","text":"The heat is on.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9995327625","repostId":"1129769333","repostType":2,"repost":{"id":"1129769333","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1661414620,"share":"https://ttm.financial/m/news/1129769333?lang=en_US&edition=fundamental","pubTime":"2022-08-25 16:03","market":"us","language":"en","title":"Tesla Shares Climbed Nearly 2% in Premarket Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1129769333","media":"Tiger Newspress","summary":"Tesla shares climbed nearly 2% in premarket trading. Tesla has completed its second stock split on A","content":"<html><head></head><body><p>Tesla shares climbed nearly 2% in premarket trading. Tesla has completed its second stock split on Aug. 24. The shares will trade at a split-adjusted price on Aug. 25.</p><p><img src=\"https://static.tigerbbs.com/c3e7f7004a52ca053cb41e99d303860d\" tg-width=\"841\" tg-height=\"621\" width=\"100%\" height=\"auto\"/></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Shares Climbed Nearly 2% in Premarket Trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Shares Climbed Nearly 2% in Premarket Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-08-25 16:03</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Tesla shares climbed nearly 2% in premarket trading. Tesla has completed its second stock split on Aug. 24. The shares will trade at a split-adjusted price on Aug. 25.</p><p><img src=\"https://static.tigerbbs.com/c3e7f7004a52ca053cb41e99d303860d\" tg-width=\"841\" tg-height=\"621\" width=\"100%\" height=\"auto\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129769333","content_text":"Tesla shares climbed nearly 2% in premarket trading. Tesla has completed its second stock split on Aug. 24. The shares will trade at a split-adjusted price on Aug. 25.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":2276,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9992502955,"gmtCreate":1661331373880,"gmtModify":1676536498346,"author":{"id":"3575626976695048","authorId":"3575626976695048","name":"WwwQY","avatar":"https://static.tigerbbs.com/6f9c22c265d387847e42f1190cd93d36","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575626976695048","authorIdStr":"3575626976695048"},"themes":[],"htmlText":"Amazon&nbsp;","listText":"Amazon&nbsp;","text":"Amazon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9992502955","repostId":"2261613756","repostType":4,"repost":{"id":"2261613756","kind":"highlight","pubTimestamp":1661326039,"share":"https://ttm.financial/m/news/2261613756?lang=en_US&edition=fundamental","pubTime":"2022-08-24 15:27","market":"us","language":"en","title":"Hedge Funds Back Betting Big on Megacap Tech Stocks, Goldman Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2261613756","media":"Bloomberg","summary":"Average fund’s weight in top 10 positions rose to 70%Amazon supplanted Microsoft as the most popular","content":"<div>\n<p>Average fund’s weight in top 10 positions rose to 70%Amazon supplanted Microsoft as the most popular long position(Bloomberg) -- Hedge funds ramped up bets on megacap US tech stocks and whittled down ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-08-24/goldman-says-hedge-funds-back-betting-big-on-megacap-tech-stocks\">Source Link</a>\n\n</div>\n","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Hedge Funds Back Betting Big on Megacap Tech Stocks, Goldman Says</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHedge Funds Back Betting Big on Megacap Tech Stocks, Goldman Says\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-24 15:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-08-24/goldman-says-hedge-funds-back-betting-big-on-megacap-tech-stocks><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Average fund’s weight in top 10 positions rose to 70%Amazon supplanted Microsoft as the most popular long position(Bloomberg) -- Hedge funds ramped up bets on megacap US tech stocks and whittled down ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-08-24/goldman-says-hedge-funds-back-betting-big-on-megacap-tech-stocks\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","KKR":"KKR & Co L.P.","GS":"高盛","BK4552":"Archegos爆仓风波概念","BK4550":"红杉资本持仓","BK4127":"投资银行业与经纪业","BK4504":"桥水持仓","BAC":"美国银行","MSFT":"微软","BK4533":"AQR资本管理(全球第二大对冲基金)","AAPL":"苹果"},"source_url":"https://www.bloomberg.com/news/articles/2022-08-24/goldman-says-hedge-funds-back-betting-big-on-megacap-tech-stocks","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2261613756","content_text":"Average fund’s weight in top 10 positions rose to 70%Amazon supplanted Microsoft as the most popular long position(Bloomberg) -- Hedge funds ramped up bets on megacap US tech stocks and whittled down overall holdings to concentrate on favored names last quarter, with conviction growing to levels last seen before the pandemic, according to Goldman Sachs Group Inc.The funds boosted tech and consumer discretionary holdings, while cutting energy and materials wagers, strategists including Ben Snider wrote in a note Tuesday. Separately, average weightings of top 10 holdings jumped to 70% in the three months ended June, the highest concentration since the first quarter of 2020.Amazon.com Inc. supplanted Microsoft Corp. as the most popular long position, a timely call this quarter with the former’s 26% gain more than tripling the 8% climb in the latter. The funds also boosted bets on Nvidia Corp., Apple Inc., Atlassian Corp. and Tesla Inc., according to the report.“Stymied by an uncertain market environment and poor recent returns, hedge funds have cut leverage, shifted back towards growth, and increased portfolio concentrations,” the Goldman team wrote. “Performance has recently improved, matching the typical experience during correction rebounds, though leverage has room to rise if the market remains resilient.”Beleaguered tech stocks got a shot in the arm in mid-June, as traders reassessed bets on the number of future rate hikes by the Federal Reserve after the US economy showed signs of slowing. A gauge of megacap tech stocks has risen 10% this quarter, compared to a 9% rise in the S&P 500 Index.But the optimism has petered out heading into this week’s Jackson Hole conference on renewed hawkish concerns, with the market split on whether the Nasdaq 100’s near 13% jump in July was anything more than a bear market rally.“There will likely be more pain ahead as markets are still under-pricing the Fed rate path,” said Charu Chanana, strategist at Saxo Capital Markets Pte.In other signs of conviction, position turnover fell to a record low of 23%, the Goldman report found. The study analyzed the holdings of hedge funds with a combined $2.4 trillion of gross equity positions.The average fund gained 4% since the start of July, narrowing year-to-date losses to 9%, the strategists said.“The recent stabilization of hedge fund leverage and outperformance of the most popular hedge fund long positions are consistent with the typical patterns around previous equity market drawdown troughs,” they added.","news_type":1,"symbols_score_info":{"GS":1,"BAC":0.6,"AAPL":0.6,"KKR":0.6,"MSFT":0.6,"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":3129,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9990694033,"gmtCreate":1660347966724,"gmtModify":1676533453886,"author":{"id":"3575626976695048","authorId":"3575626976695048","name":"WwwQY","avatar":"https://static.tigerbbs.com/6f9c22c265d387847e42f1190cd93d36","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575626976695048","authorIdStr":"3575626976695048"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>Stronger&nbsp;","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>Stronger&nbsp;","text":"$Tesla Motors(TSLA)$Stronger","images":[{"img":"https://community-static.tradeup.com/news/2688b35a10c16977227f4bbc048971e1","width":"1284","height":"4134"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9990694033","isVote":1,"tweetType":1,"viewCount":1272,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9990690796,"gmtCreate":1660347403619,"gmtModify":1676533453528,"author":{"id":"3575626976695048","authorId":"3575626976695048","name":"WwwQY","avatar":"https://static.tigerbbs.com/6f9c22c265d387847e42f1190cd93d36","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575626976695048","authorIdStr":"3575626976695048"},"themes":[],"htmlText":"Cash&nbsp;Floods&nbsp;","listText":"Cash&nbsp;Floods&nbsp;","text":"Cash Floods","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9990690796","repostId":"1129307754","repostType":4,"repost":{"id":"1129307754","kind":"news","pubTimestamp":1660318260,"share":"https://ttm.financial/m/news/1129307754?lang=en_US&edition=fundamental","pubTime":"2022-08-12 23:31","market":"us","language":"en","title":"The 7 Most Overrated Stocks on Wall Street","url":"https://stock-news.laohu8.com/highlight/detail?id=1129307754","media":"InvestorPlace","summary":"The names on our stocks-to-avoid list are some of the most overrated stocks in the market right now.","content":"<div>\n<p>The names on our stocks-to-avoid list are some of the most overrated stocks in the market right now.Zoom Video Communications(ZM): Zoom doesn't have a competitive edge over its competition.Canoo(GOEV)...</p>\n\n<a href=\"https://investorplace.com/2022/08/most-overrated-stocks-on-wall-street/\">Source Link</a>\n\n</div>\n","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The 7 Most Overrated Stocks on Wall Street</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe 7 Most Overrated Stocks on Wall Street\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-12 23:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/08/most-overrated-stocks-on-wall-street/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The names on our stocks-to-avoid list are some of the most overrated stocks in the market right now.Zoom Video Communications(ZM): Zoom doesn't have a competitive edge over its competition.Canoo(GOEV)...</p>\n\n<a href=\"https://investorplace.com/2022/08/most-overrated-stocks-on-wall-street/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BMBL":"Bumble Inc.","SAM":"波斯顿啤酒","MTCH":"Match Group, Inc.","ZM":"Zoom","RIVN":"Rivian Automotive, Inc.","ALRM":"Alarm.com Holdings, Inc."},"source_url":"https://investorplace.com/2022/08/most-overrated-stocks-on-wall-street/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129307754","content_text":"The names on our stocks-to-avoid list are some of the most overrated stocks in the market right now.Zoom Video Communications(ZM): Zoom doesn't have a competitive edge over its competition.Canoo(GOEV): The company is burning through cash reserves at an alarming pace.Rivian(RIVN): Supply-chain struggles are widening its bear case.Alarm.com Holdings(ALRM): Trades at 54 times cash flows, which hardly justifies its performance.Match Group(MTCH): A series of negative events has Match at a crossroads.Bumble(BMBL): Re-opening headwinds have proven to be a handful.Boston Beer(SAM): Slashed guidance amidst a volatile economic environment.Overrated stocks generate interest beyond the numbers, somehow blinding investors into overvaluing them even when the evidence is weak.The S&P 500 has had its worst start in years as the equities market continues to find form. Several stocks trading at frothy valuations have faced massive corrections and are trading at more rational prices. Despite the pull-back, though, many overrated stocks continue to trade unattractively.Overvalued stocks typically trade at prices that are divorced from their fundamentals and near-term outlooks. Their price metrics, including their price-to-earnings (P/E), price-to-sales (P/S) ratio, and other related metrics, are normally much higher than their sector averages.The current bear market has created several buying opportunities for investors, but Wall Street has taken a liking to several overrated stocks, which should be avoided. Having said that, let’s look at seven of them that you should probably avoid investing in now.Zoom Video Communications(ZM)Video conferencing giant Zoom Video Communications (NASDAQ:ZM)  was one of the tech companies that benefitted immensely from the pandemic.Zoom’s video conferencing services greatly advance the remote working trend, with millions confined to their homes. However, the pandemic boom is over, and despite having a great product, the company’s muddled outlook makes it an unattractive pick at current prices.Zoom’s software is incredibly robust, but with the emergence of multiple competitors in its niche, it’s not irreplicable. We are seeing the cracks already, with top-line growth slowing down in the past few quarters.Its first-quarter results for fiscal 2023 showed a 12.30% revenue bump, which pales in comparison to the 191.40% it posted in the same period last year. Moreover, Zoom isn’t like Microsoft, which could potentially offset losses from Teams with other more profitable products and services, which makes it one of the overrated stocks out there.Canoo(GOEV)Canoo (NASDAQ:GOEV)  is a pre-revenue electric vehicle startup that is burning through its cash balances at an aggressive pace.It warned investors that it has enough funds for six months to a year in its first quarter results. Though its stock price has lost most of its post-SPAC gains, it’s still trading at close to eight times forward sales estimates, which makes it among the overrated stocks to avoid.Its first-quarter results showed a massive increase in operational expenses from $140.8 million to $97.1 million in the same quarter last year.Net losses came in at $125.4 million, while free cash flows were at a negative $148.8 million.On top of that, management sounded the alarm over the company’s financial flexibility. These negative developments come at a time when Canoo is looking to ramp up production to meet its pre-orders.Rivian(RIVN)Rivian (NASDAQ:RIVN)  is another emerging EV company that captured Wall Street’s attention with its SUVs and electric pickup trucks.It went public via a reverse merger with a shell company in November last year and was soon valued at a whopping $83 billion. However, the stock has now lost its luster in line with the broader market. Nevertheless, it still trades at a nosebleed valuation, which its murky outlook can hardly justify.Rivian has run into familiar territory, as have many EV companies. The firm is struggling with its supply chain while burning through its cash reserves at a frantic pace.It is likely to squander its first-mover advantage in its niche as it looks to navigate through the delay in order deliveries and workforce reductions.Alarm.com Holdings(ALRM)Alarm.com Holdings (NASDAQ:ALRM) is one of the top smart home/property platforms.Over the past several years, its stock has performed exceedingly well in line with its fundamentals.Its operational metrics, including earnings and sales, have grown at double-digits. It operates a sticky business that continues to generate healthy cash flows.So where’s the problem? For starters, its performances of late have been relatively unimpressive compared to the past five years. Its growth rates are slowing down while its peers are still in line with their historical averages.Moreover, the stock trades at a lofty valuation, and its price metrics are all over the place. It trades at almost 54 times its cash flows, significantly higher than its five-year average. Though it has an exciting outlook, it’s one of the overrates stocks that’s likely to get worse before it gets better.Match Group(MTCH)Match Group (NASDAQ:MTCH) operates multiple online dating sites and has established itself as a leader in the niche. It benefitted from the pandemic-led tailwinds, which have now faded away for its businesses.Hence, it finds itself at a crossroads with a slowdown in top-line growth. Paid users have dropped considerably of late as the business looks to revitalize its growth rates in the post-pandemic world.The company’s much-acclaimed CEO, Shar Dubey, parted ways with the company during the first quarter. Dubey had been instrumental in launching Match’s most successful product, Tinder.Moreover, recently released results have slowed down dramatically as its management looks to launch new features to boost engagement. It would be tough to buck the long-term trend and achieve pandemic-era numbers. However, its stock price paints a different story altogether.Bumble(BMBL)Bumble (NASDAQ:BMBL) is a top social media enterprise focusing on social networking and online dating.Similar to Match, Bumble’s business flourished during the pandemic but now faces multiple challenges. Competitive pressures and a challenging macro-economic position are to blame for the company’s current predicament.Recessionary pressures are likely to cripple spending on its dating applications, hurting its near-term prospects. Though it’s been an excellent performer over the past few years, BMBL stock’s price is trading at unjustifiable levels. Given the current risk-off environment, it’s best to avoid BMBL and other growth stocks that are still trading at high valuations.Boston Beer(SAM)During the pandemic, beer brewer (Boston Beer (NYSE:SAM) saw a strong uptick in operating results. Its sales numbers improved by double-digits for the bulk of the pandemic years. However, since the fourth quarter of last year, it has witnessed a massive reversion in revenue and earnings.Managing its rapid growth has been remarkably tough in the face of stiff competition and supply chain issues.Boston has proven to be more volatile than other brewers, given its focus on specialty categories. The rising inflation rates and competitive pressures have resulted in margin contraction and general uncertainty about the business outlook.Its recently released second-quarter results showed a modest improvement in sales, but despite a reasonable quarter, it had to slash its full-year guidance significantly.","news_type":1,"symbols_score_info":{"ALRM":0.9,"MTCH":0.9,"GOEV":0.9,"BMBL":0.9,"ZM":0.9,"RIVN":0.9,"SAM":0.9}},"isVote":1,"tweetType":1,"viewCount":1424,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9990690322,"gmtCreate":1660347333168,"gmtModify":1676533453512,"author":{"id":"3575626976695048","authorId":"3575626976695048","name":"WwwQY","avatar":"https://static.tigerbbs.com/6f9c22c265d387847e42f1190cd93d36","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575626976695048","authorIdStr":"3575626976695048"},"themes":[],"htmlText":"Unstoppable&nbsp;","listText":"Unstoppable&nbsp;","text":"Unstoppable","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9990690322","repostId":"1157910275","repostType":4,"isVote":1,"tweetType":1,"viewCount":840,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9990690016,"gmtCreate":1660347308137,"gmtModify":1676533453504,"author":{"id":"3575626976695048","authorId":"3575626976695048","name":"WwwQY","avatar":"https://static.tigerbbs.com/6f9c22c265d387847e42f1190cd93d36","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575626976695048","authorIdStr":"3575626976695048"},"themes":[],"htmlText":"Up up and away","listText":"Up up and away","text":"Up up and away","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9990690016","repostId":"2259809726","repostType":4,"repost":{"id":"2259809726","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1660345157,"share":"https://ttm.financial/m/news/2259809726?lang=en_US&edition=fundamental","pubTime":"2022-08-13 06:59","market":"us","language":"en","title":"US STOCKS-S&P 500, Nasdaq Close up 4th Straight Week as Optimism Grows","url":"https://stock-news.laohu8.com/highlight/detail?id=2259809726","media":"Reuters","summary":"* Nasdaq, S&P 500 post longest weekly win streaks since November* S&P 500 recovers 50% of bear marke","content":"<html><head></head><body><p>* Nasdaq, S&amp;P 500 post longest weekly win streaks since November</p><p>* S&amp;P 500 recovers 50% of bear market losses</p><p>* S&amp;P 500 is up 17.7% from a mid-June low</p><p>NEW YORK, Aug 12 (Reuters) - Wall Street closed higher on Friday as signs that inflation may have peaked in July increased investor confidence that a bull market could be under way and spurred the S&amp;P 500 and the Nasdaq to post their fourth straight week of gains.</p><p>The S&amp;P 500    is up 17.7% from a mid-June low, with the latest gains coming from data this week showing a slower-than-expected rise in the consumer price index and a surprise drop in producer prices last month.</p><p>The S&amp;P 500 crossed a closely watched technical level of 4,231 points, indicating the benchmark index has recouped half its losses since tumbling from the all-time peak in January. A 50% retracement for some signals a bull market.</p><p>&#34;It&#39;s really just a number, but it certainly makes investors feel better - at least those who bought near the bottom,&#34; said Tim Ghriskey, chief investment strategist at Inverness Counsel in New York.</p><p>&#34;I wouldn&#39;t declare victory over this bear market yet. There&#39;s likely some bad news still out there. But there&#39;s a very good chance we&#39;ve seen the bottom.&#34;</p><p>The Dow Jones Industrial Average rose 424.38 points, or 1.27%, to 33,761.05, while the S&amp;P 500 gained 72.88 points, or 1.73%, to 4,280.15 and the Nasdaq Composite added 267.27 points, or 2.09%, to 13,047.19.</p><p>For the week, the S&amp;P 500 added 3.25%, the Dow rose 2.92% and the Nasdaq gained 3.8%.</p><p>Volume on U.S. exchanges was 9.99 billion shares, compared with the 11.04 billion average for the full session over the last 20 trading days.</p><p>As the S&amp;P 500 and Nasdaq posted their longest weekly winning streaks since November, analysts noted the Federal Reserve still has its work cut out as it seeks to tame inflation by aggressively raising interest rates without sparking a recession.</p><p>&#34;Markets certainly got great news this week on inflation,&#34; said Dec Mullarkey, managing director of investment strategy and asset allocation at SLC Management in Boston.</p><p>&#34;A victory lap in some respects was in order, but it&#39;s not &#39;mission accomplished&#39; by any means. It&#39;s still a very slow grind ahead.&#34;</p><p>Inflation by year-end might decelerate to 7% or a bit lower, but getting core inflation under 4%, which is double the Fed&#39;s target, will be tougher than markets anticipate, Mullarkey said.</p><p>Traders are pricing in a less hawkish Fed, with fed fund futures showing a 55.5% chance of Fed policymakers raising rates by 50 basis points when they meet in September, instead of 75 basis points.</p><p>It was a sea of green on Wall Street for a second straight day, with all 11 major S&amp;P 500 sectors rising, along with semiconductors, small caps and Dow transports. Growth stocks rose 2.1%, while value advanced 1.4%.</p><p>Investors bought $7.1 billion in equities in the week to Wednesday, according to a Bank of America note, with U.S. growth stocks recording their largest weekly inflow since December last year.</p><p>Also driving optimism was data showing U.S. consumer sentiment ticked further up in August from a record low this summer and American households&#39; near-term outlook for inflation eased again on softening gasoline prices.</p><p>After a rough start to the year, better-than-expected second-quarter earnings from Corporate America have supported the upbeat sentiment for U.S. equities.</p><p>Analysts in aggregate believe the S&amp;P 500 posted year-over-year earnings growth of 9.7% in the April to June period, much stronger than the 5.6% predicted at quarter-end, per Refinitiv.</p><p>Banks rose 1.4% to extend their rally for a sixth straight week.</p><p>GlobalFoundries Inc  jumped 11.9% on being added to BofA Global Research&#39;s &#34;U.S. 1 list.&#34;</p><p>Advancing issues outnumbered declining ones on the NYSE by a 4.43-to-1 ratio; on Nasdaq, a 2.76-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted five new 52-week highs and 29 new lows; the Nasdaq Composite recorded 78 new highs and 39 new lows.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US STOCKS-S&P 500, Nasdaq Close up 4th Straight Week as Optimism Grows</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS STOCKS-S&P 500, Nasdaq Close up 4th Straight Week as Optimism Grows\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-08-13 06:59</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>* Nasdaq, S&amp;P 500 post longest weekly win streaks since November</p><p>* S&amp;P 500 recovers 50% of bear market losses</p><p>* S&amp;P 500 is up 17.7% from a mid-June low</p><p>NEW YORK, Aug 12 (Reuters) - Wall Street closed higher on Friday as signs that inflation may have peaked in July increased investor confidence that a bull market could be under way and spurred the S&amp;P 500 and the Nasdaq to post their fourth straight week of gains.</p><p>The S&amp;P 500    is up 17.7% from a mid-June low, with the latest gains coming from data this week showing a slower-than-expected rise in the consumer price index and a surprise drop in producer prices last month.</p><p>The S&amp;P 500 crossed a closely watched technical level of 4,231 points, indicating the benchmark index has recouped half its losses since tumbling from the all-time peak in January. A 50% retracement for some signals a bull market.</p><p>&#34;It&#39;s really just a number, but it certainly makes investors feel better - at least those who bought near the bottom,&#34; said Tim Ghriskey, chief investment strategist at Inverness Counsel in New York.</p><p>&#34;I wouldn&#39;t declare victory over this bear market yet. There&#39;s likely some bad news still out there. But there&#39;s a very good chance we&#39;ve seen the bottom.&#34;</p><p>The Dow Jones Industrial Average rose 424.38 points, or 1.27%, to 33,761.05, while the S&amp;P 500 gained 72.88 points, or 1.73%, to 4,280.15 and the Nasdaq Composite added 267.27 points, or 2.09%, to 13,047.19.</p><p>For the week, the S&amp;P 500 added 3.25%, the Dow rose 2.92% and the Nasdaq gained 3.8%.</p><p>Volume on U.S. exchanges was 9.99 billion shares, compared with the 11.04 billion average for the full session over the last 20 trading days.</p><p>As the S&amp;P 500 and Nasdaq posted their longest weekly winning streaks since November, analysts noted the Federal Reserve still has its work cut out as it seeks to tame inflation by aggressively raising interest rates without sparking a recession.</p><p>&#34;Markets certainly got great news this week on inflation,&#34; said Dec Mullarkey, managing director of investment strategy and asset allocation at SLC Management in Boston.</p><p>&#34;A victory lap in some respects was in order, but it&#39;s not &#39;mission accomplished&#39; by any means. It&#39;s still a very slow grind ahead.&#34;</p><p>Inflation by year-end might decelerate to 7% or a bit lower, but getting core inflation under 4%, which is double the Fed&#39;s target, will be tougher than markets anticipate, Mullarkey said.</p><p>Traders are pricing in a less hawkish Fed, with fed fund futures showing a 55.5% chance of Fed policymakers raising rates by 50 basis points when they meet in September, instead of 75 basis points.</p><p>It was a sea of green on Wall Street for a second straight day, with all 11 major S&amp;P 500 sectors rising, along with semiconductors, small caps and Dow transports. Growth stocks rose 2.1%, while value advanced 1.4%.</p><p>Investors bought $7.1 billion in equities in the week to Wednesday, according to a Bank of America note, with U.S. growth stocks recording their largest weekly inflow since December last year.</p><p>Also driving optimism was data showing U.S. consumer sentiment ticked further up in August from a record low this summer and American households&#39; near-term outlook for inflation eased again on softening gasoline prices.</p><p>After a rough start to the year, better-than-expected second-quarter earnings from Corporate America have supported the upbeat sentiment for U.S. equities.</p><p>Analysts in aggregate believe the S&amp;P 500 posted year-over-year earnings growth of 9.7% in the April to June period, much stronger than the 5.6% predicted at quarter-end, per Refinitiv.</p><p>Banks rose 1.4% to extend their rally for a sixth straight week.</p><p>GlobalFoundries Inc  jumped 11.9% on being added to BofA Global Research&#39;s &#34;U.S. 1 list.&#34;</p><p>Advancing issues outnumbered declining ones on the NYSE by a 4.43-to-1 ratio; on Nasdaq, a 2.76-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted five new 52-week highs and 29 new lows; the Nasdaq Composite recorded 78 new highs and 39 new lows.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","BK4550":"红杉资本持仓","SH":"做空标普500-Proshares","SSO":"2倍做多标普500ETF-ProShares",".SPX":"S&P 500 Index","SPY":"标普500ETF","OEF":"标普100指数ETF-iShares","BK4581":"高盛持仓","SPXU":"三倍做空标普500ETF-ProShares",".IXIC":"NASDAQ Composite","SDS":"两倍做空标普500 ETF-ProShares",".DJI":"道琼斯","BK4534":"瑞士信贷持仓","BK4504":"桥水持仓","BK4559":"巴菲特持仓","UPRO":"三倍做多标普500ETF-ProShares","OEX":"标普100","IVV":"标普500ETF-iShares"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2259809726","content_text":"* Nasdaq, S&P 500 post longest weekly win streaks since November* S&P 500 recovers 50% of bear market losses* S&P 500 is up 17.7% from a mid-June lowNEW YORK, Aug 12 (Reuters) - Wall Street closed higher on Friday as signs that inflation may have peaked in July increased investor confidence that a bull market could be under way and spurred the S&P 500 and the Nasdaq to post their fourth straight week of gains.The S&P 500    is up 17.7% from a mid-June low, with the latest gains coming from data this week showing a slower-than-expected rise in the consumer price index and a surprise drop in producer prices last month.The S&P 500 crossed a closely watched technical level of 4,231 points, indicating the benchmark index has recouped half its losses since tumbling from the all-time peak in January. A 50% retracement for some signals a bull market.\"It's really just a number, but it certainly makes investors feel better - at least those who bought near the bottom,\" said Tim Ghriskey, chief investment strategist at Inverness Counsel in New York.\"I wouldn't declare victory over this bear market yet. There's likely some bad news still out there. But there's a very good chance we've seen the bottom.\"The Dow Jones Industrial Average rose 424.38 points, or 1.27%, to 33,761.05, while the S&P 500 gained 72.88 points, or 1.73%, to 4,280.15 and the Nasdaq Composite added 267.27 points, or 2.09%, to 13,047.19.For the week, the S&P 500 added 3.25%, the Dow rose 2.92% and the Nasdaq gained 3.8%.Volume on U.S. exchanges was 9.99 billion shares, compared with the 11.04 billion average for the full session over the last 20 trading days.As the S&P 500 and Nasdaq posted their longest weekly winning streaks since November, analysts noted the Federal Reserve still has its work cut out as it seeks to tame inflation by aggressively raising interest rates without sparking a recession.\"Markets certainly got great news this week on inflation,\" said Dec Mullarkey, managing director of investment strategy and asset allocation at SLC Management in Boston.\"A victory lap in some respects was in order, but it's not 'mission accomplished' by any means. It's still a very slow grind ahead.\"Inflation by year-end might decelerate to 7% or a bit lower, but getting core inflation under 4%, which is double the Fed's target, will be tougher than markets anticipate, Mullarkey said.Traders are pricing in a less hawkish Fed, with fed fund futures showing a 55.5% chance of Fed policymakers raising rates by 50 basis points when they meet in September, instead of 75 basis points.It was a sea of green on Wall Street for a second straight day, with all 11 major S&P 500 sectors rising, along with semiconductors, small caps and Dow transports. Growth stocks rose 2.1%, while value advanced 1.4%.Investors bought $7.1 billion in equities in the week to Wednesday, according to a Bank of America note, with U.S. growth stocks recording their largest weekly inflow since December last year.Also driving optimism was data showing U.S. consumer sentiment ticked further up in August from a record low this summer and American households' near-term outlook for inflation eased again on softening gasoline prices.After a rough start to the year, better-than-expected second-quarter earnings from Corporate America have supported the upbeat sentiment for U.S. equities.Analysts in aggregate believe the S&P 500 posted year-over-year earnings growth of 9.7% in the April to June period, much stronger than the 5.6% predicted at quarter-end, per Refinitiv.Banks rose 1.4% to extend their rally for a sixth straight week.GlobalFoundries Inc  jumped 11.9% on being added to BofA Global Research's \"U.S. 1 list.\"Advancing issues outnumbered declining ones on the NYSE by a 4.43-to-1 ratio; on Nasdaq, a 2.76-to-1 ratio favored advancers.The S&P 500 posted five new 52-week highs and 29 new lows; the Nasdaq Composite recorded 78 new highs and 39 new lows.","news_type":1,"symbols_score_info":{"161125":0.6,"513500":0.6,"SPXU":0.6,".SPX":0.9,"ESmain":0.6,"SDS":0.6,"OEF":0.6,"SH":0.6,".IXIC":0.9,".DJI":0.9,"UPRO":0.6,"IVV":0.6,"SPY":1,"SSO":0.6,"OEX":0.6}},"isVote":1,"tweetType":1,"viewCount":726,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9078206754,"gmtCreate":1657685862279,"gmtModify":1676536046404,"author":{"id":"3575626976695048","authorId":"3575626976695048","name":"WwwQY","avatar":"https://static.tigerbbs.com/6f9c22c265d387847e42f1190cd93d36","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575626976695048","authorIdStr":"3575626976695048"},"themes":[],"htmlText":"Early winter?","listText":"Early winter?","text":"Early winter?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9078206754","repostId":"2251976459","repostType":4,"repost":{"id":"2251976459","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1657666789,"share":"https://ttm.financial/m/news/2251976459?lang=en_US&edition=fundamental","pubTime":"2022-07-13 06:59","market":"us","language":"en","title":"US STOCKS-Wall Street Tumbles at Close As Worries Mount Ahead of CPI Report","url":"https://stock-news.laohu8.com/highlight/detail?id=2251976459","media":"Reuters","summary":"* Treasury yield inversion stokes recession worries* Boeing jumps, deliveries reach highest monthly ","content":"<html><head></head><body><p>* Treasury yield inversion stokes recession worries</p><p>* Boeing jumps, deliveries reach highest monthly level in 3 years</p><p>* Gap slides on CEO exit, outlook</p><p>* Indexes fall: Dow 0.62%, S&amp;P 0.92%, Nasdaq 0.95%</p><p>(Reuters) - Wall Street ended in negative territory on Tuesday as growing signs of recession kept buyers out of the equities market ahead of inflation data.</p><p>While all three major U.S. stock indexes seesawed between modest gains and losses earlier in the session, they turned sharply lower late in the day as Wednesday&#39;s Consumer Prices report from the Labor Department drew near, with big bank earnings looming later in the week.</p><p>&#34;(Investors are) waiting to hear what happens with CPI and earnings,&#34; said Brent Schutte, chief investment officer at Northwestern Mutual Wealth Management Company, in Milwaukee, Wisconsin. &#34;For several months we&#39;ve swung back and forth between inflation fears and recession fears, almost on a daily basis.&#34;</p><p>&#34;We have really confused investors who have chosen to go on a buyers strike,&#34; Schutte added. &#34;I don’t hear many people saying &#39;buy the dip.&#39;&#34;</p><p>While the CPI report is expected to show inflation gathered heat in June, the so-called &#34;core&#34; CPI, which strips away volatile food and energy prices, is seen offering further confirmation that inflation has peaked, which could potentially convince the Federal Reserve to ease on its policy tightening in autumn.</p><p>Paul Kim, chief executive officer at Simplify ETFs in New York, expects year-on-year topline CPI to &#34;be in the high eight or potentially even nine percentage range, and with inflation that high, the Fed has only one thing in mind.&#34;</p><p>Worries that overly aggressive moves by the Fed to reign in decades-high inflation could push the economy over the brink of recession were exacerbated by the steepest inversion of the 2 year and 10 year Treasury yields since at least March 2010, a potential signal of near-term risk and economic contraction.</p><p>The market expects the central bank to raise the key Fed funds target rate by 75 basis points at the conclusion of its July policy meeting, which would mark its third consecutive interest rate hike.</p><p>The Dow Jones Industrial Average fell 192.51 points, or 0.62%, to 30,981.33, the S&amp;P 500 lost 35.63 points, or 0.92%, to 3,818.8 and the Nasdaq Composite dropped 107.87 points, or 0.95%, to 11,264.73.</p><p>All 11 major sectors in the S&amp;P 500 fell, with energy shares, weighed down by plunging crude prices, suffering the largest percentage loss.</p><p>The second-quarter reporting season will hit full stride later in the week as JPMorgan Chase &amp; Co, <a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>, Citigroup and Wells Fargo &amp; Co post results.</p><p>As of Friday, analysts saw aggregate annual S&amp;P earnings growth of 5.7% for the April to June period, down from the 6.8% forecast at the beginning of the quarter, according to Refinitiv.</p><p>PepsiCo got the ball rolling this week by beating its quarterly earnings estimates and announced it could increase prices amid resilient demand.</p><p>Shares of Boeing Co jumped 7.4% after the plane maker&#39;s June aircraft deliveries hit the highest monthly level since March 2019.</p><p>That news, along with falling energy prices, helped the S&amp;P 1500 Air Lines index rise 6.1%.</p><p>Apparel retailer Gap Inc fell 5.0% following its announcement that its CEO would step down, and that margins would stay under pressure in the second quarter due to input costs.</p><p>Software provider Service Now plunged 12.7% after its CEO&#39;s remarks about macro headwinds and currency pressures. Other software companies, including Salesforce.com   , Paycom Software, Intuit and Microsoft, were also down.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 1.37-to-1 ratio; on Nasdaq, a 1.19-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted one new 52-week high and 30 new lows; the Nasdaq Composite recorded 13 new highs and 145 new lows.</p><p>Volume on U.S. exchanges was 9.86 billion shares, compared with the 12.79 billion average over the last 20 trading days.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US STOCKS-Wall Street Tumbles at Close As Worries Mount Ahead of CPI Report</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS STOCKS-Wall Street Tumbles at Close As Worries Mount Ahead of CPI Report\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-07-13 06:59</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>* Treasury yield inversion stokes recession worries</p><p>* Boeing jumps, deliveries reach highest monthly level in 3 years</p><p>* Gap slides on CEO exit, outlook</p><p>* Indexes fall: Dow 0.62%, S&amp;P 0.92%, Nasdaq 0.95%</p><p>(Reuters) - Wall Street ended in negative territory on Tuesday as growing signs of recession kept buyers out of the equities market ahead of inflation data.</p><p>While all three major U.S. stock indexes seesawed between modest gains and losses earlier in the session, they turned sharply lower late in the day as Wednesday&#39;s Consumer Prices report from the Labor Department drew near, with big bank earnings looming later in the week.</p><p>&#34;(Investors are) waiting to hear what happens with CPI and earnings,&#34; said Brent Schutte, chief investment officer at Northwestern Mutual Wealth Management Company, in Milwaukee, Wisconsin. &#34;For several months we&#39;ve swung back and forth between inflation fears and recession fears, almost on a daily basis.&#34;</p><p>&#34;We have really confused investors who have chosen to go on a buyers strike,&#34; Schutte added. &#34;I don’t hear many people saying &#39;buy the dip.&#39;&#34;</p><p>While the CPI report is expected to show inflation gathered heat in June, the so-called &#34;core&#34; CPI, which strips away volatile food and energy prices, is seen offering further confirmation that inflation has peaked, which could potentially convince the Federal Reserve to ease on its policy tightening in autumn.</p><p>Paul Kim, chief executive officer at Simplify ETFs in New York, expects year-on-year topline CPI to &#34;be in the high eight or potentially even nine percentage range, and with inflation that high, the Fed has only one thing in mind.&#34;</p><p>Worries that overly aggressive moves by the Fed to reign in decades-high inflation could push the economy over the brink of recession were exacerbated by the steepest inversion of the 2 year and 10 year Treasury yields since at least March 2010, a potential signal of near-term risk and economic contraction.</p><p>The market expects the central bank to raise the key Fed funds target rate by 75 basis points at the conclusion of its July policy meeting, which would mark its third consecutive interest rate hike.</p><p>The Dow Jones Industrial Average fell 192.51 points, or 0.62%, to 30,981.33, the S&amp;P 500 lost 35.63 points, or 0.92%, to 3,818.8 and the Nasdaq Composite dropped 107.87 points, or 0.95%, to 11,264.73.</p><p>All 11 major sectors in the S&amp;P 500 fell, with energy shares, weighed down by plunging crude prices, suffering the largest percentage loss.</p><p>The second-quarter reporting season will hit full stride later in the week as JPMorgan Chase &amp; Co, <a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>, Citigroup and Wells Fargo &amp; Co post results.</p><p>As of Friday, analysts saw aggregate annual S&amp;P earnings growth of 5.7% for the April to June period, down from the 6.8% forecast at the beginning of the quarter, according to Refinitiv.</p><p>PepsiCo got the ball rolling this week by beating its quarterly earnings estimates and announced it could increase prices amid resilient demand.</p><p>Shares of Boeing Co jumped 7.4% after the plane maker&#39;s June aircraft deliveries hit the highest monthly level since March 2019.</p><p>That news, along with falling energy prices, helped the S&amp;P 1500 Air Lines index rise 6.1%.</p><p>Apparel retailer Gap Inc fell 5.0% following its announcement that its CEO would step down, and that margins would stay under pressure in the second quarter due to input costs.</p><p>Software provider Service Now plunged 12.7% after its CEO&#39;s remarks about macro headwinds and currency pressures. Other software companies, including Salesforce.com   , Paycom Software, Intuit and Microsoft, were also down.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 1.37-to-1 ratio; on Nasdaq, a 1.19-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted one new 52-week high and 30 new lows; the Nasdaq Composite recorded 13 new highs and 145 new lows.</p><p>Volume on U.S. exchanges was 9.86 billion shares, compared with the 12.79 billion average over the last 20 trading days.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2251976459","content_text":"* Treasury yield inversion stokes recession worries* Boeing jumps, deliveries reach highest monthly level in 3 years* Gap slides on CEO exit, outlook* Indexes fall: Dow 0.62%, S&P 0.92%, Nasdaq 0.95%(Reuters) - Wall Street ended in negative territory on Tuesday as growing signs of recession kept buyers out of the equities market ahead of inflation data.While all three major U.S. stock indexes seesawed between modest gains and losses earlier in the session, they turned sharply lower late in the day as Wednesday's Consumer Prices report from the Labor Department drew near, with big bank earnings looming later in the week.\"(Investors are) waiting to hear what happens with CPI and earnings,\" said Brent Schutte, chief investment officer at Northwestern Mutual Wealth Management Company, in Milwaukee, Wisconsin. \"For several months we've swung back and forth between inflation fears and recession fears, almost on a daily basis.\"\"We have really confused investors who have chosen to go on a buyers strike,\" Schutte added. \"I don’t hear many people saying 'buy the dip.'\"While the CPI report is expected to show inflation gathered heat in June, the so-called \"core\" CPI, which strips away volatile food and energy prices, is seen offering further confirmation that inflation has peaked, which could potentially convince the Federal Reserve to ease on its policy tightening in autumn.Paul Kim, chief executive officer at Simplify ETFs in New York, expects year-on-year topline CPI to \"be in the high eight or potentially even nine percentage range, and with inflation that high, the Fed has only one thing in mind.\"Worries that overly aggressive moves by the Fed to reign in decades-high inflation could push the economy over the brink of recession were exacerbated by the steepest inversion of the 2 year and 10 year Treasury yields since at least March 2010, a potential signal of near-term risk and economic contraction.The market expects the central bank to raise the key Fed funds target rate by 75 basis points at the conclusion of its July policy meeting, which would mark its third consecutive interest rate hike.The Dow Jones Industrial Average fell 192.51 points, or 0.62%, to 30,981.33, the S&P 500 lost 35.63 points, or 0.92%, to 3,818.8 and the Nasdaq Composite dropped 107.87 points, or 0.95%, to 11,264.73.All 11 major sectors in the S&P 500 fell, with energy shares, weighed down by plunging crude prices, suffering the largest percentage loss.The second-quarter reporting season will hit full stride later in the week as JPMorgan Chase & Co, Morgan Stanley, Citigroup and Wells Fargo & Co post results.As of Friday, analysts saw aggregate annual S&P earnings growth of 5.7% for the April to June period, down from the 6.8% forecast at the beginning of the quarter, according to Refinitiv.PepsiCo got the ball rolling this week by beating its quarterly earnings estimates and announced it could increase prices amid resilient demand.Shares of Boeing Co jumped 7.4% after the plane maker's June aircraft deliveries hit the highest monthly level since March 2019.That news, along with falling energy prices, helped the S&P 1500 Air Lines index rise 6.1%.Apparel retailer Gap Inc fell 5.0% following its announcement that its CEO would step down, and that margins would stay under pressure in the second quarter due to input costs.Software provider Service Now plunged 12.7% after its CEO's remarks about macro headwinds and currency pressures. Other software companies, including Salesforce.com   , Paycom Software, Intuit and Microsoft, were also down.Declining issues outnumbered advancing ones on the NYSE by a 1.37-to-1 ratio; on Nasdaq, a 1.19-to-1 ratio favored decliners.The S&P 500 posted one new 52-week high and 30 new lows; the Nasdaq Composite recorded 13 new highs and 145 new lows.Volume on U.S. exchanges was 9.86 billion shares, compared with the 12.79 billion average over the last 20 trading days.","news_type":1,"symbols_score_info":{".DJI":0.9,".SPX":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":917,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9078206594,"gmtCreate":1657685822318,"gmtModify":1676536046396,"author":{"id":"3575626976695048","authorId":"3575626976695048","name":"WwwQY","avatar":"https://static.tigerbbs.com/6f9c22c265d387847e42f1190cd93d36","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575626976695048","authorIdStr":"3575626976695048"},"themes":[],"htmlText":"What's up....","listText":"What's up....","text":"What's up....","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9078206594","repostId":"1151362740","repostType":4,"repost":{"id":"1151362740","kind":"news","pubTimestamp":1657678759,"share":"https://ttm.financial/m/news/1151362740?lang=en_US&edition=fundamental","pubTime":"2022-07-13 10:19","market":"other","language":"en","title":"Oil Bears Are Back As The Crude Crash Continues","url":"https://stock-news.laohu8.com/highlight/detail?id=1151362740","media":"Oilprice.com","summary":"Even before oil prices crashed on Tuesday morning, hedge funds had started to dump oil as an increas","content":"<html><head></head><body><ul><li>Even before oil prices crashed on Tuesday morning, hedge funds had started to dump oil as an increasing number of experts highlighted the risk of a recession.</li><li>While demand destruction has given bears the upper hand in oil markets, the upside risks are plentiful and volatility is likely to remain.</li></ul><p>Oil traders are selling oil again as concern about the course of the global economy deepens, taking the upper hand over supply fears.</p><p>Brent crude has lost more than $20 per barrel over the past month, with West Texas Intermediate down by nearly $25 per barrel at the time of writing. Recession fears appear to be the biggest driver of the price decline, with demand still robust despite prices.</p><p>Meanwhile, hedge funds are selling their oil, Reuters&#39; John Kemp reported in his weekly column on oil market moves. In the week to July 5, they sold the equivalent of 110 million barrels of crude oil and fuels across the six most traded contracts.</p><p>This has brought the total volume sold across these contracts to a little over 200 million barrels over the past four weeks, Kemp noted. The acceleration in selling over the week to July 5 becomes even more notable in the context of the four-week total.</p><p>Forecasts of a recession, specifically in the United States, are multiplying. The latest this week came from TD Securities, which said that the odds of the U.S. falling into a recession by the start of 2023 are over 50 percent.</p><p>The firm&#39;s head of global strategy, Richard Kelly, listed three factors that would determine the course of the U.S. economy downward: gasoline prices, the Fed&#39;s hawking policy as it seeks to tame inflation, and a generally slowing economic growth.</p><p>Bloomberg columnist Jared Dillian, meanwhile, suggested in a recent opinion piece that Americans&#39; views of the economy appeared to be downbeat despite one of the strongest job markets ever. He argued that consumers might be talking themselves into a recession, citing economic theory research showing how expectations of higher inflation led to higher inflation.</p><p>These forecasts clearly have a strong impact on hedge funds and other money managers, judging by the rate at which these are dumping their bullish positions on oil, even though the fundamentals have not changed in a favorable way over the past couple of weeks.</p><p>On the contrary, supply appears to be getting even tighter. Libya last week declared yet another force majeure on oil exports. The actual spare oil production capacity of Saudi Arabia has become the talk of the town, but not in a good way: many are openly doubting the Kingdom&#39;s ability to boost production in a meaningful way, that is, a way that would lead to lower global prices.</p><p>Russia continues to redirect its European oil exports to other buyers while the West mulls how to implement a price cap designed to keep Russian oil flowing into international markets while reducing the country&#39;s revenues from the commodity.</p><p>&#34;The oil market is being pulled in two directions with exceedingly tight physical fundamentals set against forward-looking demand concerns and signs of price-induced demand destruction,&#34; EBW Analytics researchers said this week, as quoted by Reuters.</p><p>As of Tuesday, it looks like demand concerns, particular concerns over Covid lockdowns in China, have taken center stage.</p><p>On the bearish front, even if President Biden manages to clinch a deal from Riyadh for higher oil production, doubts about whether the higher production is doable are likely to dampen the effect of such a deal.</p><p>On the bullish front, there is no sign anywhere of new supply coming online and the latest SPR release will soon run out.</p></body></html>","source":"lsy1614844034726","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Oil Bears Are Back As The Crude Crash Continues</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; 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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nOil Bears Are Back As The Crude Crash Continues\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-13 10:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://oilprice.com/Energy/Energy-General/The-Oil-Bears-Are-Back-As-The-Crude-Crash-Continues.html><strong>Oilprice.com</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Even before oil prices crashed on Tuesday morning, hedge funds had started to dump oil as an increasing number of experts highlighted the risk of a recession.While demand destruction has given bears ...</p>\n\n<a href=\"https://oilprice.com/Energy/Energy-General/The-Oil-Bears-Are-Back-As-The-Crude-Crash-Continues.html\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://oilprice.com/Energy/Energy-General/The-Oil-Bears-Are-Back-As-The-Crude-Crash-Continues.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151362740","content_text":"Even before oil prices crashed on Tuesday morning, hedge funds had started to dump oil as an increasing number of experts highlighted the risk of a recession.While demand destruction has given bears the upper hand in oil markets, the upside risks are plentiful and volatility is likely to remain.Oil traders are selling oil again as concern about the course of the global economy deepens, taking the upper hand over supply fears.Brent crude has lost more than $20 per barrel over the past month, with West Texas Intermediate down by nearly $25 per barrel at the time of writing. Recession fears appear to be the biggest driver of the price decline, with demand still robust despite prices.Meanwhile, hedge funds are selling their oil, Reuters' John Kemp reported in his weekly column on oil market moves. In the week to July 5, they sold the equivalent of 110 million barrels of crude oil and fuels across the six most traded contracts.This has brought the total volume sold across these contracts to a little over 200 million barrels over the past four weeks, Kemp noted. The acceleration in selling over the week to July 5 becomes even more notable in the context of the four-week total.Forecasts of a recession, specifically in the United States, are multiplying. The latest this week came from TD Securities, which said that the odds of the U.S. falling into a recession by the start of 2023 are over 50 percent.The firm's head of global strategy, Richard Kelly, listed three factors that would determine the course of the U.S. economy downward: gasoline prices, the Fed's hawking policy as it seeks to tame inflation, and a generally slowing economic growth.Bloomberg columnist Jared Dillian, meanwhile, suggested in a recent opinion piece that Americans' views of the economy appeared to be downbeat despite one of the strongest job markets ever. He argued that consumers might be talking themselves into a recession, citing economic theory research showing how expectations of higher inflation led to higher inflation.These forecasts clearly have a strong impact on hedge funds and other money managers, judging by the rate at which these are dumping their bullish positions on oil, even though the fundamentals have not changed in a favorable way over the past couple of weeks.On the contrary, supply appears to be getting even tighter. Libya last week declared yet another force majeure on oil exports. The actual spare oil production capacity of Saudi Arabia has become the talk of the town, but not in a good way: many are openly doubting the Kingdom's ability to boost production in a meaningful way, that is, a way that would lead to lower global prices.Russia continues to redirect its European oil exports to other buyers while the West mulls how to implement a price cap designed to keep Russian oil flowing into international markets while reducing the country's revenues from the commodity.\"The oil market is being pulled in two directions with exceedingly tight physical fundamentals set against forward-looking demand concerns and signs of price-induced demand destruction,\" EBW Analytics researchers said this week, as quoted by Reuters.As of Tuesday, it looks like demand concerns, particular concerns over Covid lockdowns in China, have taken center stage.On the bearish front, even if President Biden manages to clinch a deal from Riyadh for higher oil production, doubts about whether the higher production is doable are likely to dampen the effect of such a deal.On the bullish front, there is no sign anywhere of new supply coming online and the latest SPR release will soon run out.","news_type":1,"symbols_score_info":{"CLmain":0.9,"BZmain":0.9}},"isVote":1,"tweetType":1,"viewCount":858,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9078206229,"gmtCreate":1657685792961,"gmtModify":1676536046396,"author":{"id":"3575626976695048","authorId":"3575626976695048","name":"WwwQY","avatar":"https://static.tigerbbs.com/6f9c22c265d387847e42f1190cd93d36","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575626976695048","authorIdStr":"3575626976695048"},"themes":[],"htmlText":"Ahem buy?","listText":"Ahem buy?","text":"Ahem buy?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9078206229","repostId":"1136627976","repostType":2,"repost":{"id":"1136627976","kind":"news","pubTimestamp":1657683904,"share":"https://ttm.financial/m/news/1136627976?lang=en_US&edition=fundamental","pubTime":"2022-07-13 11:45","market":"us","language":"en","title":"Tesla: Why I'm Buying Before The Earnings Report","url":"https://stock-news.laohu8.com/highlight/detail?id=1136627976","media":"Seeking Alpha","summary":"SummaryTesla's decline has been epic, roughly 50% from its November top.However, Tesla is much cheap","content":"<html><head></head><body><p>Summary</p><ul><li>Tesla&#39;s decline has been epic, roughly 50% from its November top.</li><li>However, Tesla is much cheaper now and has several positive catalysts.</li><li>Analysts have been behind the curve on Tesla&#39;s earnings recently and the company could report another blockbuster quarter soon.</li><li>Tesla could weather a recession relatively well, and recession-related weakness in its share price may lead to an excellent buying opportunity.</li><li>Looking for a helping hand in the market? Members of The Financial Prophet get exclusive ideas and guidance to navigate any climate.</li></ul><p><a href=\"https://laohu8.com/S/TSLA\">Tesla </a> has been the victim of excessive selling, with its stock crashing by almost 50% this year. Tesla has declined more than the average company during the bear market phase, and its valuation looks increasingly attractive. Moreover, the company should announce a stock split next month and will probably beat earnings estimates when reporting in a few days. Additionally, Tesla could continue outperforming even if the downturn is protracted, and the company has an exciting new product that should arrive on the market next year. Tesla should beat earnings estimates and will probably continue surpassing consensus figures as the company advances. Therefore, Tesla&#39;s stock is relatively cheap now, should be bought on future weakness, and will likely appreciate considerably in the coming years.</p><h3>Tesla&#39;s Volatility Problem</h3><p>While there is no guarantee that we won&#39;t see more volatility in the near term, the worst is likely behind us now.</p><h3>Tesla&#39;s Valuation - Much Different Now</h3><p>I mentioned Tesla&#39;s absurd 180 forward P/E multiple around the top. However, the fundamental image looks much different now.</p><p><b>EPS Estimates</b></p><p><img src=\"https://static.tigerbbs.com/bb640d8d19041e947f672697cf734824\" tg-width=\"640\" tg-height=\"305\" width=\"100%\" height=\"auto\"/>Forward (2023) consensus EPS estimates are for $17.30, implying a forward P/E ratio of only 40 right now. Moreover, Tesla has shown a tenacity for surpassing analysts&#39; estimates in recent quarters.</p><p><b>Earnings Surprises</b></p><p><img src=\"https://static.tigerbbs.com/8875c94af5175e3c6a9fbf78b4eca8fe\" tg-width=\"640\" tg-height=\"252\" width=\"100%\" height=\"auto\"/>Tesla has surpassed consensus estimates by an average of 28%, illustrating remarkable outperformance in its last four quarters. Still, the stock is down by nearly 50% from its highs. Additionally, despite the rising recession probability, Tesla&#39;s EPS forecast has not decreased too much.</p><p><b>EPS Revisions</b></p><p><img src=\"https://static.tigerbbs.com/334214859851590f4ef72d0ad18a6c42\" tg-width=\"640\" tg-height=\"352\" width=\"100%\" height=\"auto\"/>While many companies (probably most) have seen sharp EPS revisions, Tesla is not one of them. 2023 EPS forecasts are higher now than six, three, or one month ago. This phenomenon suggests that analysts are confident that the company can weather a downturn better than many other companies and that prior EPS estimates may have been too low. Finally, this dynamic implies that Tesla&#39;s longer-term profitability will probably not be impacted by a transitory slowdown.</p><h3>Why A Recession May Not Be A Problem</h3><p>A recession may not be a problem for Tesla, as the company&#39;s cars are not niche products. With close to a million car sales last year, Tesla&#39;s are very much mainstream vehicles.</p><p><b>Tesla Sales (in millions)</b></p><p><img src=\"https://static.tigerbbs.com/302b5ccbe0fb6ee322009bf902f70c4f\" tg-width=\"640\" tg-height=\"402\" width=\"100%\" height=\"auto\"/>Moreover, Tesla remains the undisputed leader in the rapidly expanding EV space. Therefore, while consumers may pull back on their ICE vehicle spending or think twice about purchasing a Lucid (LCID) or a Rivian (RIVN) vehicle, Tesla should benefit. Tesla is the gold standard of EVs, and while a recession could have a minor transitory impact on the company&#39;s growth, it is unlikely to have a lasting effect.</p><p>Additionally, gas and energy prices are sky high due to inflation, high oil prices, and the war in Ukraine. Record high prices at the pump will probably push more consumers towards buying EVs, and the primary beneficiary of this phenomenon should be Tesla. Thus, a recession should have a limited effect on Tesla&#39;s growth, profitability potential, and the company&#39;s stock price trajectory longer term, making the stock a strong buy on any recession-related weakness as we advance.</p><h3>The Upcoming Stock Split</h3><p>Tesla has another stock split coming up, granted that the shareholders approve it on August 4th. Stock splits are typically a constructive phenomenon for stocks. The proposed 3-1 split would make Tesla shares more affordable, dropping the company&#39;s share price from roughly $700 to about $233. The lower stock price would make it more attractive to retail investors and should make options strategy more affordable, leading to higher demand for Tesla shares. Tesla&#39;s 2020 5-1 stock split created significant buying opportunities before and around the stock split, and we may see a similar dynamic play out in 2022.</p><h3>Tesla Earnings - Could Be Another Blockbuster Report</h3><p>Tesla recently announced its Q2 production and delivery numbers. The company delivered 16,162 Model S/X vehicles last quarter and 238,533 Model 3/Y vehicles in the same time frame. The numbers look great, and the first thing that jumped out was the massive 750% surge in Model S/X sales. There was some concern last year that the market may be saturated with Model S/X vehicles or that demand was falling off. However, the demand for Tesla&#39;s higher-end vehicles is quite robust. The drop-off in sales last year was likely due to Tesla&#39;s temporary production prioritization toward Model 3/Y cars. This sales dynamic implies that Tesla should continue generating substantial revenues from the higher-end auto market in the coming years. Additionally, Tesla reported deliveries of 238,533 Model 3/Y vehicles in the quarter, roughly a 20% YoY gain.</p><p><img src=\"https://static.tigerbbs.com/01eb5c8f6d6d62c8299f8ab5c649a6e0\" tg-width=\"640\" tg-height=\"411\" width=\"100%\" height=\"auto\"/>We see strong growth in Tesla&#39;s delivery numbers over the last few years, and the trend will likely continue as we advance. Consensus analysts expect $1.87 in EPS for Q2, but based on the delivery data, I suspect we can see a better result. In my recent Tesla analysis, I used a $49.5K ASP for the Model 3/Y segment and a $110K ASP for the Model S/X segment. However, due to inflation and other variables, I used a $50K ASP for the Model 3/Y segment and a $115K ASP for the Model S/X vehicle segment this time. Consensus analysts are looking for $1.87 in EPS, but my estimate came in at $2.24, roughly 20% above the agreed estimate.</p><p>Here&#39;s how:</p><h3>Q2 Estimates/Projections</h3><p><img src=\"https://static.tigerbbs.com/eb7c77b191bee76a40821790bccb6c2d\" tg-width=\"640\" tg-height=\"713\" width=\"100%\" height=\"auto\"/>My Q1 estimates were very close to the actual results, but my income and EPS proved modest. This quarter, Tesla may deliver about $16.8 billion in revenues, and EPS could be around $2.24. The company reported $679 million in regulatory credits last quarter, and I am using $700 million for Q2 projections. Due to a QoQ decline (seasonal) in deliveries, we&#39;re seeing slightly lower revenues from Q1. I also use lower gross margin projections, a slight decrease in R&amp;D, and marginally higher SG&amp;A expenses. Given the variables, we&#39;re still at relatively high margins, roughly 28% overall gross margin and 17% on the operating side. The net income margin comes out to about 15.5%.</p><h3>Tesla Much More Profitable Than Other Automakers</h3><p>Last quarter, Tesla reported a net income margin of 17.7%. Also, Tesla&#39;s profitability metrics are coming in much better than the most profitable (traditional) automaker Toyota (TM), which recently reported a gross income margin of 19% and net income margin of 9%. Honda (HMC) has a gross margin of about 20% and a net income margin of around 5%. Their American counterparts have even lower profitability margins most of the time, with General Motors (GM) recently reporting about a 15% gross margin and a net income margin of around 7%.</p><h3>The Bottom Line</h3><p>While Tesla&#39;s forward P/E ratio is only around 40 (consensus estimates), the company could report more robust than anticipated results in the upcoming quarters and 2023. Tesla has beat consensus estimates by an average of 28% over the last four quarters, and higher-end 2023 EPS estimates go to about $21.35. However, even if Tesla earns just $20 per share in 2023 (my estimate), the company&#39;s stock is trading at only 35 times forward earnings estimates now. Additionally, Tesla has an upcoming stock split that may boost its share price, and Tesla could surpass analysts&#39; estimates in its earnings announcement a few days from now. Tesla has been expanding sales of its passenger vehicles effectively in recent years, and the company&#39;s revenues should get a robust boost from Tesla Semi sales and other initiatives as the company presses forward.</p><p>Furthermore, a recession should have a limited effect on Tesla&#39;s growth and earnings potential. Therefore, any substantial weakness in Tesla&#39;s share price should be regarded as a buying opportunity in the near term. The company should continue expanding revenues aggressively and growing EPS notably longer-term, leading to a significantly higher stock price in the next several years.</p><p>Here&#39;s what Tesla&#39;s financials could look like in future years:</p><p><img src=\"https://static.tigerbbs.com/478bf626d937037a8f1af00bda33a0ab\" tg-width=\"912\" tg-height=\"389\" width=\"100%\" height=\"auto\"/>Many analysts may still underestimate Tesla&#39;s earnings potential as we continue seeing the company crush consensus estimates. Therefore, Tesla&#39;s EPS figures could continue expanding faster than anticipated. Additionally, the Tesla Semi should start selling towards the end of next year. Tesla will likely see a substantial revenue surge as mass production and deliveries of the Semi truck begin. Given Tesla&#39;s significant growth rate, its forward P/E ratio seems too low. Therefore, we could see Tesla&#39;s forward P/E expand to around 40 and remain in the 30-40 range in future years. Tesla&#39;s EPS should increase considerably in the coming years, and the company&#39;s share price could appreciate substantially as the company advances. Tesla&#39;s stock could reach $2,500-3,500 (250-400% upside) over the next 5-6 years. Therefore, I will initiate a Tesla position before Q2 earnings, will use any future weakness to accumulate shares, and plan to make Tesla a top holding in the All-Weather Portfolio once again.</p><h3>Risks to Tesla</h3><p>Risks exist for Tesla, and there are quite a few. The company may miss earnings and revenue estimates. Furthermore, a slowdown in demand, increased competition, supply issues, decreased growth, issues with regulators and foreign governments, and other variables are all risks we should consider before betting on Tesla here. Serious concerns could cause Tesla&#39;s valuation to lose altitude, and the company&#39;s share price could even head in reverse if any serious issues arise. Therefore, one should consider the risks before committing any capital to a Tesla investment.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla: Why I'm Buying Before The Earnings Report</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla: Why I'm Buying Before The Earnings Report\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-13 11:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4523005-tesla-stock-why-im-buying-before-earnings-report><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryTesla's decline has been epic, roughly 50% from its November top.However, Tesla is much cheaper now and has several positive catalysts.Analysts have been behind the curve on Tesla's earnings ...</p>\n\n<a href=\"https://seekingalpha.com/article/4523005-tesla-stock-why-im-buying-before-earnings-report\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4523005-tesla-stock-why-im-buying-before-earnings-report","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1136627976","content_text":"SummaryTesla's decline has been epic, roughly 50% from its November top.However, Tesla is much cheaper now and has several positive catalysts.Analysts have been behind the curve on Tesla's earnings recently and the company could report another blockbuster quarter soon.Tesla could weather a recession relatively well, and recession-related weakness in its share price may lead to an excellent buying opportunity.Looking for a helping hand in the market? Members of The Financial Prophet get exclusive ideas and guidance to navigate any climate.Tesla  has been the victim of excessive selling, with its stock crashing by almost 50% this year. Tesla has declined more than the average company during the bear market phase, and its valuation looks increasingly attractive. Moreover, the company should announce a stock split next month and will probably beat earnings estimates when reporting in a few days. Additionally, Tesla could continue outperforming even if the downturn is protracted, and the company has an exciting new product that should arrive on the market next year. Tesla should beat earnings estimates and will probably continue surpassing consensus figures as the company advances. Therefore, Tesla's stock is relatively cheap now, should be bought on future weakness, and will likely appreciate considerably in the coming years.Tesla's Volatility ProblemWhile there is no guarantee that we won't see more volatility in the near term, the worst is likely behind us now.Tesla's Valuation - Much Different NowI mentioned Tesla's absurd 180 forward P/E multiple around the top. However, the fundamental image looks much different now.EPS EstimatesForward (2023) consensus EPS estimates are for $17.30, implying a forward P/E ratio of only 40 right now. Moreover, Tesla has shown a tenacity for surpassing analysts' estimates in recent quarters.Earnings SurprisesTesla has surpassed consensus estimates by an average of 28%, illustrating remarkable outperformance in its last four quarters. Still, the stock is down by nearly 50% from its highs. Additionally, despite the rising recession probability, Tesla's EPS forecast has not decreased too much.EPS RevisionsWhile many companies (probably most) have seen sharp EPS revisions, Tesla is not one of them. 2023 EPS forecasts are higher now than six, three, or one month ago. This phenomenon suggests that analysts are confident that the company can weather a downturn better than many other companies and that prior EPS estimates may have been too low. Finally, this dynamic implies that Tesla's longer-term profitability will probably not be impacted by a transitory slowdown.Why A Recession May Not Be A ProblemA recession may not be a problem for Tesla, as the company's cars are not niche products. With close to a million car sales last year, Tesla's are very much mainstream vehicles.Tesla Sales (in millions)Moreover, Tesla remains the undisputed leader in the rapidly expanding EV space. Therefore, while consumers may pull back on their ICE vehicle spending or think twice about purchasing a Lucid (LCID) or a Rivian (RIVN) vehicle, Tesla should benefit. Tesla is the gold standard of EVs, and while a recession could have a minor transitory impact on the company's growth, it is unlikely to have a lasting effect.Additionally, gas and energy prices are sky high due to inflation, high oil prices, and the war in Ukraine. Record high prices at the pump will probably push more consumers towards buying EVs, and the primary beneficiary of this phenomenon should be Tesla. Thus, a recession should have a limited effect on Tesla's growth, profitability potential, and the company's stock price trajectory longer term, making the stock a strong buy on any recession-related weakness as we advance.The Upcoming Stock SplitTesla has another stock split coming up, granted that the shareholders approve it on August 4th. Stock splits are typically a constructive phenomenon for stocks. The proposed 3-1 split would make Tesla shares more affordable, dropping the company's share price from roughly $700 to about $233. The lower stock price would make it more attractive to retail investors and should make options strategy more affordable, leading to higher demand for Tesla shares. Tesla's 2020 5-1 stock split created significant buying opportunities before and around the stock split, and we may see a similar dynamic play out in 2022.Tesla Earnings - Could Be Another Blockbuster ReportTesla recently announced its Q2 production and delivery numbers. The company delivered 16,162 Model S/X vehicles last quarter and 238,533 Model 3/Y vehicles in the same time frame. The numbers look great, and the first thing that jumped out was the massive 750% surge in Model S/X sales. There was some concern last year that the market may be saturated with Model S/X vehicles or that demand was falling off. However, the demand for Tesla's higher-end vehicles is quite robust. The drop-off in sales last year was likely due to Tesla's temporary production prioritization toward Model 3/Y cars. This sales dynamic implies that Tesla should continue generating substantial revenues from the higher-end auto market in the coming years. Additionally, Tesla reported deliveries of 238,533 Model 3/Y vehicles in the quarter, roughly a 20% YoY gain.We see strong growth in Tesla's delivery numbers over the last few years, and the trend will likely continue as we advance. Consensus analysts expect $1.87 in EPS for Q2, but based on the delivery data, I suspect we can see a better result. In my recent Tesla analysis, I used a $49.5K ASP for the Model 3/Y segment and a $110K ASP for the Model S/X segment. However, due to inflation and other variables, I used a $50K ASP for the Model 3/Y segment and a $115K ASP for the Model S/X vehicle segment this time. Consensus analysts are looking for $1.87 in EPS, but my estimate came in at $2.24, roughly 20% above the agreed estimate.Here's how:Q2 Estimates/ProjectionsMy Q1 estimates were very close to the actual results, but my income and EPS proved modest. This quarter, Tesla may deliver about $16.8 billion in revenues, and EPS could be around $2.24. The company reported $679 million in regulatory credits last quarter, and I am using $700 million for Q2 projections. Due to a QoQ decline (seasonal) in deliveries, we're seeing slightly lower revenues from Q1. I also use lower gross margin projections, a slight decrease in R&D, and marginally higher SG&A expenses. Given the variables, we're still at relatively high margins, roughly 28% overall gross margin and 17% on the operating side. The net income margin comes out to about 15.5%.Tesla Much More Profitable Than Other AutomakersLast quarter, Tesla reported a net income margin of 17.7%. Also, Tesla's profitability metrics are coming in much better than the most profitable (traditional) automaker Toyota (TM), which recently reported a gross income margin of 19% and net income margin of 9%. Honda (HMC) has a gross margin of about 20% and a net income margin of around 5%. Their American counterparts have even lower profitability margins most of the time, with General Motors (GM) recently reporting about a 15% gross margin and a net income margin of around 7%.The Bottom LineWhile Tesla's forward P/E ratio is only around 40 (consensus estimates), the company could report more robust than anticipated results in the upcoming quarters and 2023. Tesla has beat consensus estimates by an average of 28% over the last four quarters, and higher-end 2023 EPS estimates go to about $21.35. However, even if Tesla earns just $20 per share in 2023 (my estimate), the company's stock is trading at only 35 times forward earnings estimates now. Additionally, Tesla has an upcoming stock split that may boost its share price, and Tesla could surpass analysts' estimates in its earnings announcement a few days from now. Tesla has been expanding sales of its passenger vehicles effectively in recent years, and the company's revenues should get a robust boost from Tesla Semi sales and other initiatives as the company presses forward.Furthermore, a recession should have a limited effect on Tesla's growth and earnings potential. Therefore, any substantial weakness in Tesla's share price should be regarded as a buying opportunity in the near term. The company should continue expanding revenues aggressively and growing EPS notably longer-term, leading to a significantly higher stock price in the next several years.Here's what Tesla's financials could look like in future years:Many analysts may still underestimate Tesla's earnings potential as we continue seeing the company crush consensus estimates. Therefore, Tesla's EPS figures could continue expanding faster than anticipated. Additionally, the Tesla Semi should start selling towards the end of next year. Tesla will likely see a substantial revenue surge as mass production and deliveries of the Semi truck begin. Given Tesla's significant growth rate, its forward P/E ratio seems too low. Therefore, we could see Tesla's forward P/E expand to around 40 and remain in the 30-40 range in future years. Tesla's EPS should increase considerably in the coming years, and the company's share price could appreciate substantially as the company advances. Tesla's stock could reach $2,500-3,500 (250-400% upside) over the next 5-6 years. Therefore, I will initiate a Tesla position before Q2 earnings, will use any future weakness to accumulate shares, and plan to make Tesla a top holding in the All-Weather Portfolio once again.Risks to TeslaRisks exist for Tesla, and there are quite a few. The company may miss earnings and revenue estimates. Furthermore, a slowdown in demand, increased competition, supply issues, decreased growth, issues with regulators and foreign governments, and other variables are all risks we should consider before betting on Tesla here. Serious concerns could cause Tesla's valuation to lose altitude, and the company's share price could even head in reverse if any serious issues arise. Therefore, one should consider the risks before committing any capital to a Tesla investment.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":765,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9078388705,"gmtCreate":1657635838708,"gmtModify":1676536037292,"author":{"id":"3575626976695048","authorId":"3575626976695048","name":"WwwQY","avatar":"https://static.tigerbbs.com/6f9c22c265d387847e42f1190cd93d36","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575626976695048","authorIdStr":"3575626976695048"},"themes":[],"htmlText":"The beginning&nbsp;","listText":"The beginning&nbsp;","text":"The beginning","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9078388705","repostId":"1167117528","repostType":2,"repost":{"id":"1167117528","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1657634239,"share":"https://ttm.financial/m/news/1167117528?lang=en_US&edition=fundamental","pubTime":"2022-07-12 21:57","market":"sh","language":"en","title":"BYD Crashed Nearly 11% in Morning Trading After Berkshire-Sized Stake Appeared in Clearing System","url":"https://stock-news.laohu8.com/highlight/detail?id=1167117528","media":"Tiger Newspress","summary":"BYD crashed nearly 11% in morning trading after Berkshire-sized stake appeared in clearing system.A ","content":"<html><head></head><body><p>BYD crashed nearly 11% in morning trading after Berkshire-sized stake appeared in clearing system.<img src=\"https://static.tigerbbs.com/450de9596bf6f7982287066893d647de\" tg-width=\"670\" tg-height=\"545\" width=\"100%\" height=\"auto\"/></p><p>A stake matching the size of Berkshire Hathaway Inc.’s position in the Chinese electric-car giant appeared in Hong Kong’s clearing system, fueling speculation that Warren Buffett’s company may be adjusting its holdings.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>BYD Crashed Nearly 11% in Morning Trading After Berkshire-Sized Stake Appeared in Clearing System</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBYD Crashed Nearly 11% in Morning Trading After Berkshire-Sized Stake Appeared in Clearing System\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-07-12 21:57</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>BYD crashed nearly 11% in morning trading after Berkshire-sized stake appeared in clearing system.<img src=\"https://static.tigerbbs.com/450de9596bf6f7982287066893d647de\" tg-width=\"670\" tg-height=\"545\" width=\"100%\" height=\"auto\"/></p><p>A stake matching the size of Berkshire Hathaway Inc.’s position in the Chinese electric-car giant appeared in Hong Kong’s clearing system, fueling speculation that Warren Buffett’s company may be adjusting its holdings.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BYDDY":"比亚迪ADR"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167117528","content_text":"BYD crashed nearly 11% in morning trading after Berkshire-sized stake appeared in clearing system.A stake matching the size of Berkshire Hathaway Inc.’s position in the Chinese electric-car giant appeared in Hong Kong’s clearing system, fueling speculation that Warren Buffett’s company may be adjusting its holdings.","news_type":1,"symbols_score_info":{"BYDDY":0.9}},"isVote":1,"tweetType":1,"viewCount":670,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9078310811,"gmtCreate":1657633929333,"gmtModify":1676536036915,"author":{"id":"3575626976695048","authorId":"3575626976695048","name":"WwwQY","avatar":"https://static.tigerbbs.com/6f9c22c265d387847e42f1190cd93d36","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575626976695048","authorIdStr":"3575626976695048"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/01211\">$BYD COMPANY(01211)$</a>Long way to go","listText":"<a href=\"https://ttm.financial/S/01211\">$BYD COMPANY(01211)$</a>Long way to go","text":"$BYD COMPANY(01211)$Long way to go","images":[{"img":"https://community-static.tradeup.com/news/e001bd4ca65d84396072016f85205c97","width":"1284","height":"3759"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9078310811","isVote":1,"tweetType":1,"viewCount":815,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9078979922,"gmtCreate":1657627202566,"gmtModify":1676536036003,"author":{"id":"3575626976695048","authorId":"3575626976695048","name":"WwwQY","avatar":"https://static.tigerbbs.com/6f9c22c265d387847e42f1190cd93d36","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575626976695048","authorIdStr":"3575626976695048"},"themes":[],"htmlText":"Cyclical. What goes up....&nbsp;","listText":"Cyclical. What goes up....&nbsp;","text":"Cyclical. What goes up....","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9078979922","repostId":"1140643253","repostType":2,"isVote":1,"tweetType":1,"viewCount":888,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":882073739,"gmtCreate":1631634648321,"gmtModify":1676530596866,"author":{"id":"3575626976695048","authorId":"3575626976695048","name":"WwwQY","avatar":"https://static.tigerbbs.com/6f9c22c265d387847e42f1190cd93d36","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575626976695048","authorIdStr":"3575626976695048"},"themes":[],"htmlText":"For strong hearted and believers&nbsp;","listText":"For strong hearted and believers&nbsp;","text":"For strong hearted and believers","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/882073739","repostId":"2167955115","repostType":4,"isVote":1,"tweetType":1,"viewCount":501,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":837492431,"gmtCreate":1629903639823,"gmtModify":1676530168598,"author":{"id":"3575626976695048","authorId":"3575626976695048","name":"WwwQY","avatar":"https://static.tigerbbs.com/6f9c22c265d387847e42f1190cd93d36","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575626976695048","authorIdStr":"3575626976695048"},"themes":[],"htmlText":"To&nbsp;Space&nbsp;","listText":"To&nbsp;Space&nbsp;","text":"To Space","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/837492431","repostId":"1107700028","repostType":4,"isVote":1,"tweetType":1,"viewCount":460,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":803160767,"gmtCreate":1627428359159,"gmtModify":1703489610321,"author":{"id":"3575626976695048","authorId":"3575626976695048","name":"WwwQY","avatar":"https://static.tigerbbs.com/6f9c22c265d387847e42f1190cd93d36","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575626976695048","authorIdStr":"3575626976695048"},"themes":[],"htmlText":"Staying low","listText":"Staying low","text":"Staying low","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/803160767","repostId":"2154146679","repostType":4,"isVote":1,"tweetType":1,"viewCount":395,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3581761980405366","authorId":"3581761980405366","name":"J288","avatar":"https://static.tigerbbs.com/f139ffb0e1f3cec014732c0986adcded","crmLevel":12,"crmLevelSwitch":1,"idStr":"3581761980405366","authorIdStr":"3581761980405366"},"content":"pls help like back. Tq","text":"pls help like back. Tq","html":"pls help like back. Tq"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":127324288,"gmtCreate":1624836804244,"gmtModify":1703845659251,"author":{"id":"3575626976695048","authorId":"3575626976695048","name":"WwwQY","avatar":"https://static.tigerbbs.com/6f9c22c265d387847e42f1190cd93d36","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575626976695048","authorIdStr":"3575626976695048"},"themes":[],"htmlText":"Technology gearing up for next phase&nbsp;","listText":"Technology gearing up for next phase&nbsp;","text":"Technology gearing up for next phase","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/127324288","repostId":"1161764161","repostType":4,"repost":{"id":"1161764161","kind":"news","pubTimestamp":1624836456,"share":"https://ttm.financial/m/news/1161764161?lang=en_US&edition=fundamental","pubTime":"2021-06-28 07:27","market":"us","language":"en","title":"Top strategist opens her playbook for the year’s second half, sees market turbulence ahead","url":"https://stock-news.laohu8.com/highlight/detail?id=1161764161","media":"CNBC","summary":"Wilmington Trust’s Meghan Shue is opening her playbook for the year’s second half — which starts Thu","content":"<p>Wilmington Trust’s Meghan Shue is opening her playbook for the year’s second half — which starts Thursday.</p>\n<p>Her strategy includes an overexposure to cyclicals, and she favors&nbsp;financials,energy,commodities,materials&nbsp;and&nbsp;industrials.</p>\n<p>\"We see the economic recovery continuing and being a tailwind for stocks,\" the firm's head of investment strategy told CNBC's \"Trading Nation\" on Friday.</p>\n<p>Unless this week sees a dramatic sell-off, the market will start the year's final six months around record highs.</p>\n<p>The&nbsp;S&amp;P 500&nbsp;just wrapped up&nbsp;its best week since February,closing at 4,280.70 — an all-time high. The&nbsp;Dow&nbsp;closed up 3.4% for the week, notching its best weekly performance since mid-March.</p>\n<p>The tech-heavy&nbsp;Nasdaq&nbsp;closed slightly lower on Friday. But it’s up 2.35% for the week.</p>\n<p>Shue is optimistic on the broader market, but she also predicts turbulence ahead.</p>\n<p>“We are expecting some perhaps consolidation, maybe a pullback from here,” said Shue, a CNBC contributor.</p>\n<p>Shue, who oversees $141.5 billion in assets, is neutral on growth stocks,particularly Big Tech. She views the group as a key part of a diversified portfolio. However, Shue would avoid getting too deep into the group because she expects a rising10-year Treasury note yield&nbsp;to act as a headwind. According to Shue, it should reach at least 2% over the next 12 months.</p>\n<p>‘It’s really important not to forget about technology’</p>\n<p>“Technology is really a long term story. So, it might have some challenges if our interest rate view pans out. But it’s such an integral part of the economy,” she noted. “It’s really important not to forget about technology even if there is perhaps some choppiness over the next few months.”</p>\n<p>Shue expects the record rally to moderate over the next six months. She sees low to mid-single percentage gains.</p>\n<p>“Every indication that we have so far in the economic data is that we are probably at or just beyond the peak pace of economic activity perhaps of this cycle,” said Shue. “We are moving into probably a deceleration phase.”</p>\n<p>Yet, Shue suggests that shouldn’t spook investors.</p>\n<p>“The deceleration may actually still be above trend growth for the U.S. and the global economy,” she said.</p>\n<p>For now, Shue is underweightconsumer staples,utilitiesandREITS, which are considered defensive plays.</p>\n<p>“It’s been a pretty incredible run over the past 12 months, and we have clearly been bouncing off of the bottom,” Shue said.</p>","source":"lsy1609915699154","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Top strategist opens her playbook for the year’s second half, sees market turbulence ahead</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTop strategist opens her playbook for the year’s second half, sees market turbulence ahead\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-28 07:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/27/top-strategist-opens-market-playbook-for-second-half-sees-turbulence.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Wilmington Trust’s Meghan Shue is opening her playbook for the year’s second half — which starts Thursday.\nHer strategy includes an overexposure to cyclicals, and she favors financials,energy,...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/27/top-strategist-opens-market-playbook-for-second-half-sees-turbulence.html\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite"},"source_url":"https://www.cnbc.com/2021/06/27/top-strategist-opens-market-playbook-for-second-half-sees-turbulence.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161764161","content_text":"Wilmington Trust’s Meghan Shue is opening her playbook for the year’s second half — which starts Thursday.\nHer strategy includes an overexposure to cyclicals, and she favors financials,energy,commodities,materials and industrials.\n\"We see the economic recovery continuing and being a tailwind for stocks,\" the firm's head of investment strategy told CNBC's \"Trading Nation\" on Friday.\nUnless this week sees a dramatic sell-off, the market will start the year's final six months around record highs.\nThe S&P 500 just wrapped up its best week since February,closing at 4,280.70 — an all-time high. The Dow closed up 3.4% for the week, notching its best weekly performance since mid-March.\nThe tech-heavy Nasdaq closed slightly lower on Friday. But it’s up 2.35% for the week.\nShue is optimistic on the broader market, but she also predicts turbulence ahead.\n“We are expecting some perhaps consolidation, maybe a pullback from here,” said Shue, a CNBC contributor.\nShue, who oversees $141.5 billion in assets, is neutral on growth stocks,particularly Big Tech. She views the group as a key part of a diversified portfolio. However, Shue would avoid getting too deep into the group because she expects a rising10-year Treasury note yield to act as a headwind. According to Shue, it should reach at least 2% over the next 12 months.\n‘It’s really important not to forget about technology’\n“Technology is really a long term story. So, it might have some challenges if our interest rate view pans out. But it’s such an integral part of the economy,” she noted. “It’s really important not to forget about technology even if there is perhaps some choppiness over the next few months.”\nShue expects the record rally to moderate over the next six months. She sees low to mid-single percentage gains.\n“Every indication that we have so far in the economic data is that we are probably at or just beyond the peak pace of economic activity perhaps of this cycle,” said Shue. “We are moving into probably a deceleration phase.”\nYet, Shue suggests that shouldn’t spook investors.\n“The deceleration may actually still be above trend growth for the U.S. and the global economy,” she said.\nFor now, Shue is underweightconsumer staples,utilitiesandREITS, which are considered defensive plays.\n“It’s been a pretty incredible run over the past 12 months, and we have clearly been bouncing off of the bottom,” Shue said.","news_type":1,"symbols_score_info":{".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":397,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3581636635898281","authorId":"3581636635898281","name":"pekss","avatar":"https://static.tigerbbs.com/7dfef98c44b3810cffef7f3eb78524ba","crmLevel":12,"crmLevelSwitch":1,"idStr":"3581636635898281","authorIdStr":"3581636635898281"},"content":"Hope that a rising tide raises all boats and the broad market rises, and everybody huat ah!","text":"Hope that a rising tide raises all boats and the broad market rises, and everybody huat ah!","html":"Hope that a rising tide raises all boats and the broad market rises, and everybody huat ah!"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":831376730,"gmtCreate":1629293027720,"gmtModify":1676529993604,"author":{"id":"3575626976695048","authorId":"3575626976695048","name":"WwwQY","avatar":"https://static.tigerbbs.com/6f9c22c265d387847e42f1190cd93d36","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575626976695048","authorIdStr":"3575626976695048"},"themes":[],"htmlText":"Think long term","listText":"Think long term","text":"Think long term","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/831376730","repostId":"2160735178","repostType":4,"isVote":1,"tweetType":1,"viewCount":313,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":805860243,"gmtCreate":1627870166982,"gmtModify":1703496873209,"author":{"id":"3575626976695048","authorId":"3575626976695048","name":"WwwQY","avatar":"https://static.tigerbbs.com/6f9c22c265d387847e42f1190cd93d36","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575626976695048","authorIdStr":"3575626976695048"},"themes":[],"htmlText":"Shift of funds to other sectors","listText":"Shift of funds to other sectors","text":"Shift of funds to other sectors","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/805860243","repostId":"1170689665","repostType":4,"repost":{"id":"1170689665","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1627857540,"share":"https://ttm.financial/m/news/1170689665?lang=en_US&edition=fundamental","pubTime":"2021-08-02 06:39","market":"us","language":"en","title":"Alibaba,Uber, DraftKings, GM, Roku, EA, ViacomCBS, and Other Stocks for Investors to Watch This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=1170689665","media":"Tiger Newspress","summary":"The parade of second-quarter results continues this week. No fewer than 143 S&P 500 companies are on deck to report, in addition to hundreds of small caps. Ferrari, Vornado Realty Trust, Take-Two Interactive Software, and Simon Property Group will get the ball rolling on Monday. Then Lyft, Alibaba Group Holding, Nikola, Under Armour, Eli Lilly, and ConocoPhillips release their results on Tuesday.Wednesday will be particularly busy:General Motors,Uber Technologies,Etsy,Electronic Arts,Western Dig","content":"<p>The parade of second-quarter results continues this week. No fewer than 143 S&amp;P 500 companies are on deck to report, in addition to hundreds of small caps. Ferrari, Vornado Realty Trust, Take-Two Interactive Software, and Simon Property Group will get the ball rolling on Monday. Then Lyft, Alibaba Group Holding, Nikola, Under Armour, Eli Lilly, and ConocoPhillips release their results on Tuesday.</p>\n<p>Wednesday will be particularly busy:General Motors,Uber Technologies,Etsy,Electronic Arts,Western Digital,Roku,CVS Health,Kraft Heinz, and SoftBank all report.Beyond Meat,Yelp,Wayfair, Moderna, and&nbsp;ViacomCBS&nbsp;go on Thursday and&nbsp;DraftKings,Canopy Growth,and Tripadvisor will close the week on Friday.Chinese Education Corporation&nbsp;New Oriental Education &amp; Technology Group Inc. and&nbsp;TAL Education Group&nbsp;cancels scheduled earnings release and earnings call.</p>\n<p><img src=\"https://static.tigerbbs.com/94057bf11ca8d7311db6c075ba98727b\" tg-width=\"1706\" tg-height=\"740\" referrerpolicy=\"no-referrer\"></p>\n<p>The highlight on the&nbsp;economic&nbsp;calendar this week will be Jobs Friday. The Bureau of Labor Statistics is expected to show a gain of 625,000 nonfarm payrolls in July, following June’s 850,000. The unemployment rate is seen holding just below 6%.</p>\n<p>Other data out this week include the Institute for Supply Management’s Manufacturing Purchasing Managers’ Index for July on Monday, followed by the Services equivalent on Wednesday. Both measures of economic activity are forecast to come in at around 61, which would signify strong expansion.</p>\n<p><b>Monday 8/2</b></p>\n<p>CNA Financial,Global Payments,JELD-WEN Holding,Loews,Arista Networks,Leggett &amp; Platt,Vornado Realty Trust, ZoomInfo Technologies, Woodward, Take-Two Interactive Software, Heineken, Trex, Ferrari,Ultra Clean Holdings,and Simon Property Group are expected to release financial results.</p>\n<p>GE stock&nbsp;will open for trading Monday at about $104 a share, after closing Friday at $12.95. The company completed its 1-for-8 reverse stock split Friday evening.</p>\n<p><b>The Institute for Supply</b>&nbsp;Management releases its Manufacturing Purchasing Managers’ Index for July. Consensus estimate is for a 60.8 reading, up from 60.6 in June.</p>\n<p><b>The Census Bureau</b>&nbsp;reports construction spending for June. Expectations are for a 0.4% month-over-month rise, after a 0.3% decline in May.</p>\n<p><b>Tuesday 8/3</b></p>\n<p>Eaton, BP, Under Armour, Lyft,Clorox,Amgen,Akamai Technologies,Cummins, Eli Lilly, Alibaba Group Holding, Nikola, EnPro Industries,Warner Music Group,Pitney Bowes,Tennant,Phillips 66,KKR,Gartner,Henry Schein,Dun &amp; Bradstreet Holdings,ConocoPhillips, and&nbsp;Jacobs Engineering Grouphost conference calls to discuss financial results.</p>\n<p><b>The Census Bureau</b>&nbsp;is slated to report factory orders for June. Economists predict that orders increased 1.0% during the month, compared with a 1.7% rise in May.</p>\n<p><b>Wednesday 8/4</b></p>\n<p>Sony Group,CVS Health, Kraft Heinz, SoftBank, General Motors, Progressive, Etsy, Electronic Arts, Western Digital, Uber Technologies, Roku,MGM Resorts International,Fox, and Re/Max Holdings are expected to host earnings calls.</p>\n<p><b>The Bureau of Economic</b>&nbsp;Analysis reports light-vehicle sales for July. Expectations call for a seasonally adjusted annual rate of 15.3 million vehicles, versus 15.4 million in June.</p>\n<p><b>The ISM releases</b>&nbsp;its Services PMI for July. Consensus estimate is for a 60.8 reading, compared with June’s 60.1.</p>\n<p><b>ADP releases</b>&nbsp;its National Employment report for July. Consensus estimate is for a 635,000 gain in nonfarm private-sector employment, following an increase of 692,000 in June.</p>\n<p><b>Thursday 8/5</b></p>\n<p>Zillow Group,Beyond Meat, Yelp, Wayfair, Kellogg,Bayer,HanesBrands, Moderna,Regeneron Pharmaceuticals,Switch,Cushman &amp; Wakefield,ViacomCBS,Cigna,Duke Energy,Square,News Corp,and&nbsp;Siemensare expected to report financial results.</p>\n<p>Friday 8/6</p>\n<p><b>The BLS releases the jobs report</b>&nbsp;for July. Economists forecast a 800,000 rise in nonfarm payrolls, after an 850,000 gain in June. The unemployment rate is expected to edge down to 5.8% from 5.9%.</p>\n<p>DraftKings,Dominion Energy,Gannett,MGM Growth Properties,AMC Networks,Canopy Growth, Tripadvisor,Spectrum Brands Holdings,E.W. Scripps,Cinemark Holdings, and Manitowoc host conference calls to discuss financial results.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba,Uber, DraftKings, GM, Roku, EA, ViacomCBS, and Other Stocks for Investors to Watch This Week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba,Uber, DraftKings, GM, Roku, EA, ViacomCBS, and Other Stocks for Investors to Watch This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-08-02 06:39</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>The parade of second-quarter results continues this week. No fewer than 143 S&amp;P 500 companies are on deck to report, in addition to hundreds of small caps. Ferrari, Vornado Realty Trust, Take-Two Interactive Software, and Simon Property Group will get the ball rolling on Monday. Then Lyft, Alibaba Group Holding, Nikola, Under Armour, Eli Lilly, and ConocoPhillips release their results on Tuesday.</p>\n<p>Wednesday will be particularly busy:General Motors,Uber Technologies,Etsy,Electronic Arts,Western Digital,Roku,CVS Health,Kraft Heinz, and SoftBank all report.Beyond Meat,Yelp,Wayfair, Moderna, and&nbsp;ViacomCBS&nbsp;go on Thursday and&nbsp;DraftKings,Canopy Growth,and Tripadvisor will close the week on Friday.Chinese Education Corporation&nbsp;New Oriental Education &amp; Technology Group Inc. and&nbsp;TAL Education Group&nbsp;cancels scheduled earnings release and earnings call.</p>\n<p><img src=\"https://static.tigerbbs.com/94057bf11ca8d7311db6c075ba98727b\" tg-width=\"1706\" tg-height=\"740\" referrerpolicy=\"no-referrer\"></p>\n<p>The highlight on the&nbsp;economic&nbsp;calendar this week will be Jobs Friday. The Bureau of Labor Statistics is expected to show a gain of 625,000 nonfarm payrolls in July, following June’s 850,000. The unemployment rate is seen holding just below 6%.</p>\n<p>Other data out this week include the Institute for Supply Management’s Manufacturing Purchasing Managers’ Index for July on Monday, followed by the Services equivalent on Wednesday. Both measures of economic activity are forecast to come in at around 61, which would signify strong expansion.</p>\n<p><b>Monday 8/2</b></p>\n<p>CNA Financial,Global Payments,JELD-WEN Holding,Loews,Arista Networks,Leggett &amp; Platt,Vornado Realty Trust, ZoomInfo Technologies, Woodward, Take-Two Interactive Software, Heineken, Trex, Ferrari,Ultra Clean Holdings,and Simon Property Group are expected to release financial results.</p>\n<p>GE stock&nbsp;will open for trading Monday at about $104 a share, after closing Friday at $12.95. The company completed its 1-for-8 reverse stock split Friday evening.</p>\n<p><b>The Institute for Supply</b>&nbsp;Management releases its Manufacturing Purchasing Managers’ Index for July. Consensus estimate is for a 60.8 reading, up from 60.6 in June.</p>\n<p><b>The Census Bureau</b>&nbsp;reports construction spending for June. Expectations are for a 0.4% month-over-month rise, after a 0.3% decline in May.</p>\n<p><b>Tuesday 8/3</b></p>\n<p>Eaton, BP, Under Armour, Lyft,Clorox,Amgen,Akamai Technologies,Cummins, Eli Lilly, Alibaba Group Holding, Nikola, EnPro Industries,Warner Music Group,Pitney Bowes,Tennant,Phillips 66,KKR,Gartner,Henry Schein,Dun &amp; Bradstreet Holdings,ConocoPhillips, and&nbsp;Jacobs Engineering Grouphost conference calls to discuss financial results.</p>\n<p><b>The Census Bureau</b>&nbsp;is slated to report factory orders for June. Economists predict that orders increased 1.0% during the month, compared with a 1.7% rise in May.</p>\n<p><b>Wednesday 8/4</b></p>\n<p>Sony Group,CVS Health, Kraft Heinz, SoftBank, General Motors, Progressive, Etsy, Electronic Arts, Western Digital, Uber Technologies, Roku,MGM Resorts International,Fox, and Re/Max Holdings are expected to host earnings calls.</p>\n<p><b>The Bureau of Economic</b>&nbsp;Analysis reports light-vehicle sales for July. Expectations call for a seasonally adjusted annual rate of 15.3 million vehicles, versus 15.4 million in June.</p>\n<p><b>The ISM releases</b>&nbsp;its Services PMI for July. Consensus estimate is for a 60.8 reading, compared with June’s 60.1.</p>\n<p><b>ADP releases</b>&nbsp;its National Employment report for July. Consensus estimate is for a 635,000 gain in nonfarm private-sector employment, following an increase of 692,000 in June.</p>\n<p><b>Thursday 8/5</b></p>\n<p>Zillow Group,Beyond Meat, Yelp, Wayfair, Kellogg,Bayer,HanesBrands, Moderna,Regeneron Pharmaceuticals,Switch,Cushman &amp; Wakefield,ViacomCBS,Cigna,Duke Energy,Square,News Corp,and&nbsp;Siemensare expected to report financial results.</p>\n<p>Friday 8/6</p>\n<p><b>The BLS releases the jobs report</b>&nbsp;for July. Economists forecast a 800,000 rise in nonfarm payrolls, after an 850,000 gain in June. The unemployment rate is expected to edge down to 5.8% from 5.9%.</p>\n<p>DraftKings,Dominion Energy,Gannett,MGM Growth Properties,AMC Networks,Canopy Growth, Tripadvisor,Spectrum Brands Holdings,E.W. Scripps,Cinemark Holdings, and Manitowoc host conference calls to discuss financial results.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","GM":"通用汽车",".DJI":"道琼斯","GE":"GE航空航天",".IXIC":"NASDAQ Composite","ROKU":"Roku Inc","DKNG":"DraftKings Inc.","UBER":"优步","EA":"艺电",".SPX":"S&P 500 Index"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170689665","content_text":"The parade of second-quarter results continues this week. No fewer than 143 S&P 500 companies are on deck to report, in addition to hundreds of small caps. Ferrari, Vornado Realty Trust, Take-Two Interactive Software, and Simon Property Group will get the ball rolling on Monday. Then Lyft, Alibaba Group Holding, Nikola, Under Armour, Eli Lilly, and ConocoPhillips release their results on Tuesday.\nWednesday will be particularly busy:General Motors,Uber Technologies,Etsy,Electronic Arts,Western Digital,Roku,CVS Health,Kraft Heinz, and SoftBank all report.Beyond Meat,Yelp,Wayfair, Moderna, and ViacomCBS go on Thursday and DraftKings,Canopy Growth,and Tripadvisor will close the week on Friday.Chinese Education Corporation New Oriental Education & Technology Group Inc. and TAL Education Group cancels scheduled earnings release and earnings call.\n\nThe highlight on the economic calendar this week will be Jobs Friday. The Bureau of Labor Statistics is expected to show a gain of 625,000 nonfarm payrolls in July, following June’s 850,000. The unemployment rate is seen holding just below 6%.\nOther data out this week include the Institute for Supply Management’s Manufacturing Purchasing Managers’ Index for July on Monday, followed by the Services equivalent on Wednesday. Both measures of economic activity are forecast to come in at around 61, which would signify strong expansion.\nMonday 8/2\nCNA Financial,Global Payments,JELD-WEN Holding,Loews,Arista Networks,Leggett & Platt,Vornado Realty Trust, ZoomInfo Technologies, Woodward, Take-Two Interactive Software, Heineken, Trex, Ferrari,Ultra Clean Holdings,and Simon Property Group are expected to release financial results.\nGE stock will open for trading Monday at about $104 a share, after closing Friday at $12.95. The company completed its 1-for-8 reverse stock split Friday evening.\nThe Institute for Supply Management releases its Manufacturing Purchasing Managers’ Index for July. Consensus estimate is for a 60.8 reading, up from 60.6 in June.\nThe Census Bureau reports construction spending for June. Expectations are for a 0.4% month-over-month rise, after a 0.3% decline in May.\nTuesday 8/3\nEaton, BP, Under Armour, Lyft,Clorox,Amgen,Akamai Technologies,Cummins, Eli Lilly, Alibaba Group Holding, Nikola, EnPro Industries,Warner Music Group,Pitney Bowes,Tennant,Phillips 66,KKR,Gartner,Henry Schein,Dun & Bradstreet Holdings,ConocoPhillips, and Jacobs Engineering Grouphost conference calls to discuss financial results.\nThe Census Bureau is slated to report factory orders for June. Economists predict that orders increased 1.0% during the month, compared with a 1.7% rise in May.\nWednesday 8/4\nSony Group,CVS Health, Kraft Heinz, SoftBank, General Motors, Progressive, Etsy, Electronic Arts, Western Digital, Uber Technologies, Roku,MGM Resorts International,Fox, and Re/Max Holdings are expected to host earnings calls.\nThe Bureau of Economic Analysis reports light-vehicle sales for July. Expectations call for a seasonally adjusted annual rate of 15.3 million vehicles, versus 15.4 million in June.\nThe ISM releases its Services PMI for July. Consensus estimate is for a 60.8 reading, compared with June’s 60.1.\nADP releases its National Employment report for July. Consensus estimate is for a 635,000 gain in nonfarm private-sector employment, following an increase of 692,000 in June.\nThursday 8/5\nZillow Group,Beyond Meat, Yelp, Wayfair, Kellogg,Bayer,HanesBrands, Moderna,Regeneron Pharmaceuticals,Switch,Cushman & Wakefield,ViacomCBS,Cigna,Duke Energy,Square,News Corp,and Siemensare expected to report financial results.\nFriday 8/6\nThe BLS releases the jobs report for July. Economists forecast a 800,000 rise in nonfarm payrolls, after an 850,000 gain in June. The unemployment rate is expected to edge down to 5.8% from 5.9%.\nDraftKings,Dominion Energy,Gannett,MGM Growth Properties,AMC Networks,Canopy Growth, Tripadvisor,Spectrum Brands Holdings,E.W. Scripps,Cinemark Holdings, and Manitowoc host conference calls to discuss financial results.","news_type":1,"symbols_score_info":{"UBER":0.9,"DKNG":0.9,".DJI":0.9,"EA":0.9,"GM":0.9,"VIAC":0.9,"GE":0.9,".IXIC":0.9,"ROKU":0.9,".SPX":0.9,"BABA":0.9}},"isVote":1,"tweetType":1,"viewCount":438,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":803606585,"gmtCreate":1627434407347,"gmtModify":1703489834647,"author":{"id":"3575626976695048","authorId":"3575626976695048","name":"WwwQY","avatar":"https://static.tigerbbs.com/6f9c22c265d387847e42f1190cd93d36","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575626976695048","authorIdStr":"3575626976695048"},"themes":[],"htmlText":"Market wide correction disregard earnings report.&nbsp;","listText":"Market wide correction disregard earnings report.&nbsp;","text":"Market wide correction disregard earnings report.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/803606585","repostId":"1180374779","repostType":4,"repost":{"id":"1180374779","kind":"news","pubTimestamp":1627429671,"share":"https://ttm.financial/m/news/1180374779?lang=en_US&edition=fundamental","pubTime":"2021-07-28 07:47","market":"us","language":"en","title":"Starbucks forecasts steamy sales despite pressure in China","url":"https://stock-news.laohu8.com/highlight/detail?id=1180374779","media":"Reuters","summary":"Starbucks Corp forecast fourth-quarter sales above Wall Street estimates on Tuesday despite headwind","content":"<p>Starbucks Corp&nbsp;forecast fourth-quarter sales above Wall Street estimates on Tuesday despite headwinds in China as travel restrictions related to COVID-19 loom longer than expected.</p>\n<p>The coffee chain forecast comparable sales for its current quarter to grow 18% to 21%, expecting strength in the Americas. Analysts on average expect growth of 17.5%, according to IBES data from Refinitiv.</p>\n<p>But the Delta variant of the coronavirus has triggered a surge of new COVID-19 cases and the reinstatement of mask rules in some places.</p>\n<p>The United States said on Monday that it will not lift existing travel restrictions.</p>\n<p>In the third quarter ended June 27, sales rose 19% in China - Starbucks' biggest growth market - despite a resurgence of COVID-19 in the south, Belinda Wong, chief executive officer of Starbucks China, said on a call with analysts.</p>\n<p>Starbucks lowered its fiscal 2021 forecast for China sales growth to 18-20% from 27-32%, and it dropped its international sales forecast to 15-17% from 25-30%.</p>\n<p>The company's previous guidance for China had \"assumed a shorter time frame for the lifting of travel restrictions and also less of the uncertainties that we have faced in the market,\" Wong said of the revision.</p>\n<p>The volatility is \"only temporary\" and the company is on track to add more than 600 net new stores in China this fiscal year, she said.</p>\n<p>Shares fell 3.3% in extended trading.</p>\n<p>In the United States, the easing of COVID-19 restrictions on travel and restaurant capacity, as well as reopening of some offices have boosted sales at Starbucks and other big U.S. restaurants, including Chipotle Mexican Grill(CMG.N)and Domino's Pizza(DPZ.N).</p>\n<p>Starbucks' U.S. quarterly sales soared 83% over the previous year - in part as urban areas recovered with people returning to businesses - and 10% above pre-pandemic levels two years ago.</p>\n<p>Those results helped lift global sales 73% compared to estimates of 69.4% growth.</p>\n<p>The company has also been pushing its digital business - its rewards program grew 48% to 24.2 million members - and new beverages, including three flavors of ready-to-drink coffee.</p>\n<p>Its cold drinks also grew to 74% of beverage sales in the quarter.</p>\n<p>Excluding certain items, Starbucks earned $1.01 per share, compared with a loss of 46 cents a year earlier. That exceeded analysts' estimates of 78 cents a share.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Starbucks forecasts steamy sales despite pressure in China</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nStarbucks forecasts steamy sales despite pressure in China\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-28 07:47 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.reuters.com/business/starbucks-delivers-steaming-results-customers-return-stores-2021-07-27/><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Starbucks Corp forecast fourth-quarter sales above Wall Street estimates on Tuesday despite headwinds in China as travel restrictions related to COVID-19 loom longer than expected.\nThe coffee chain ...</p>\n\n<a href=\"https://www.reuters.com/business/starbucks-delivers-steaming-results-customers-return-stores-2021-07-27/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SBUX":"星巴克"},"source_url":"https://www.reuters.com/business/starbucks-delivers-steaming-results-customers-return-stores-2021-07-27/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180374779","content_text":"Starbucks Corp forecast fourth-quarter sales above Wall Street estimates on Tuesday despite headwinds in China as travel restrictions related to COVID-19 loom longer than expected.\nThe coffee chain forecast comparable sales for its current quarter to grow 18% to 21%, expecting strength in the Americas. Analysts on average expect growth of 17.5%, according to IBES data from Refinitiv.\nBut the Delta variant of the coronavirus has triggered a surge of new COVID-19 cases and the reinstatement of mask rules in some places.\nThe United States said on Monday that it will not lift existing travel restrictions.\nIn the third quarter ended June 27, sales rose 19% in China - Starbucks' biggest growth market - despite a resurgence of COVID-19 in the south, Belinda Wong, chief executive officer of Starbucks China, said on a call with analysts.\nStarbucks lowered its fiscal 2021 forecast for China sales growth to 18-20% from 27-32%, and it dropped its international sales forecast to 15-17% from 25-30%.\nThe company's previous guidance for China had \"assumed a shorter time frame for the lifting of travel restrictions and also less of the uncertainties that we have faced in the market,\" Wong said of the revision.\nThe volatility is \"only temporary\" and the company is on track to add more than 600 net new stores in China this fiscal year, she said.\nShares fell 3.3% in extended trading.\nIn the United States, the easing of COVID-19 restrictions on travel and restaurant capacity, as well as reopening of some offices have boosted sales at Starbucks and other big U.S. restaurants, including Chipotle Mexican Grill(CMG.N)and Domino's Pizza(DPZ.N).\nStarbucks' U.S. quarterly sales soared 83% over the previous year - in part as urban areas recovered with people returning to businesses - and 10% above pre-pandemic levels two years ago.\nThose results helped lift global sales 73% compared to estimates of 69.4% growth.\nThe company has also been pushing its digital business - its rewards program grew 48% to 24.2 million members - and new beverages, including three flavors of ready-to-drink coffee.\nIts cold drinks also grew to 74% of beverage sales in the quarter.\nExcluding certain items, Starbucks earned $1.01 per share, compared with a loss of 46 cents a year earlier. That exceeded analysts' estimates of 78 cents a share.","news_type":1,"symbols_score_info":{"SBUX":0.9}},"isVote":1,"tweetType":1,"viewCount":269,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":803184326,"gmtCreate":1627428266865,"gmtModify":1703489606381,"author":{"id":"3575626976695048","authorId":"3575626976695048","name":"WwwQY","avatar":"https://static.tigerbbs.com/6f9c22c265d387847e42f1190cd93d36","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575626976695048","authorIdStr":"3575626976695048"},"themes":[],"htmlText":"Growing bigger&nbsp;","listText":"Growing bigger&nbsp;","text":"Growing bigger","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/803184326","repostId":"1130824999","repostType":4,"isVote":1,"tweetType":1,"viewCount":335,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":171331642,"gmtCreate":1626705560286,"gmtModify":1703763743028,"author":{"id":"3575626976695048","authorId":"3575626976695048","name":"WwwQY","avatar":"https://static.tigerbbs.com/6f9c22c265d387847e42f1190cd93d36","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575626976695048","authorIdStr":"3575626976695048"},"themes":[],"htmlText":"Up on avg mid term. Acc &amp; hold.","listText":"Up on avg mid term. Acc &amp; hold.","text":"Up on avg mid term. Acc & hold.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/171331642","repostId":"1146536243","repostType":4,"repost":{"id":"1146536243","kind":"news","pubTimestamp":1626683272,"share":"https://ttm.financial/m/news/1146536243?lang=en_US&edition=fundamental","pubTime":"2021-07-19 16:27","market":"us","language":"en","title":"Morgan Stanley: This Cycle Will Be \"Hotter But Shorter\" Than Usual","url":"https://stock-news.laohu8.com/highlight/detail?id=1146536243","media":"zerohedge","summary":"This cycle is unusual. Most 'normal' cycles are. We think that the recovery is sustainable and more likely to be ‘hotter and shorter’. Sell Treasuries and trust the expansion.","content":"<p>We think that this economic cycle will be normal, strong and short. Each of these assumptions is being hotly debated by the market. Each is key to our investment strategy.</p>\n<p>The debate over cycle 'normalcy' is self-explanatory. The pandemic created, without exaggeration, the single sharpest decline in output in recorded history. Then activity raced back, helped by policy support. The case for viewing this situation as unique, and distinct from other cyclical experiences, is based on the view that a fall and rise this violent never allowed for a traditional 'reset'.</p>\n<p>But 'normal' in markets is a funny concept, with the rough edges of memory often smoothed and polished by the passage of time. The cycle of 2003-07 ended with the largest banking and housing crisis since the Great Depression. The cycle of 1992-2000 ended with the bursting of an enormous equity bubble, widespread accounting fraud and unspeakable tragedy. 'Normal' cycles are nice in theory, harder in practice.</p>\n<p>Instead, let’s consider why we use the term ‘cycle’ at all. Economies and markets tend to follow cyclical patterns, patterns that tend to show up in market performance. It is those patterns we care about, and if they still apply, they can provide a useful guide in uncertain terrain.</p>\n<p>Was last year’s recession preceded by late-cycle conditions such as an inverted yield curve, low volatility, low unemployment, high consumer confidence and narrowing equity market breadth? It was. Did the resulting troughs in equities, credit, yields and yield curves match the usual cadence between market and economic lows? They did. And were the leaders of the ensuing rally the usual early-cycle winners, like small and cyclical stocks, high yield credit and industrial metals? They were.</p>\n<p>If it walks like a duck and quacks like a duck, we think that it’s a normal cycle. Or as normal as these things realistically are.&nbsp;If a lot of 'normal' cycle behavior has played out so far, it should&nbsp;<i>continue</i>&nbsp;to do so.</p>\n<p>Specifically, this relates to patterns of performance as the market recovers. And as that recovery advances, those patterns should shift. As noted by my colleague Michael Wilson, we think that we are moving to a mid-cycle market, despite being just 16 months removed from the lows of economic activity. We see a number of similarities between current conditions and 1H04, a mid-cycle period that followed a large, reflationary rally. And importantly, despite recent fears about growth, we think that the global recovery will keep pushing on (see&nbsp;The Growth Scare Anniversary, July 11, 2021).</p>\n<p>Because one can always find an indicator that fits their particular cycle view, we’ve long been fans of a composite. That’s our ‘cycle model’, which combines ten US metrics across macro, the credit cycle and corporate aggression to gauge where we are in the market cycle. After moving into late-cycle ‘downturn’ in June 2019, and early-cycle ‘repair’ in April 2020, it’s rocketed higher.<b>It has risen so fast that it’s blown right past what should be the next phase ('recovery'), and moved right into ‘expansion’.</b></p>\n<p><img src=\"https://static.tigerbbs.com/41879c4f66b33597ee236bdd52841004\" tg-width=\"904\" tg-height=\"490\" referrerpolicy=\"no-referrer\">Thisis unusual. ‘Expansion’ is meant to capture conditions that are 'better than normal, and improving',<b>and since 1980, it has taken an average of 35 months to get there after 'downturn' ends</b>. Its speedy arrival speaks to a speedy recovery powered by enormous policy support.<b>It also hints at another possibility:&nbsp;this hotter cycle could be shorter.</b>This is our thesis, and it’s showing up in our quantitative measure.</p>\n<p>All this has a number of implications:</p>\n<ul>\n <li><b>The shorter the cycle, the worse for credit relative to other risky assets; credit enjoys fewer of the gains from the 'boom', is exposed if the next downturn is early, and faces more supply as corporate confidence increases</b>. In the ‘expansion’ phase of our cycle model, US IG and HY credit N12M excess returns are 29bp and 161bp worse than average, respectively.</li>\n <li><b>In many of those periods, more mixed credit performance occurs despite default rates remaining low</b>. Investors should try to take default risk over spread risk: our credit strategists like owning CDX HY 0-15%, and hedging with CDX IG payer spreads.</li>\n <li><b>In equities, we think that our model supports more balance in portfolios</b>. We like healthcare in both the US and Europe as a sector with several nice factor exposures: quality, low valuation, high carry and low volatility. Globally, equities in Europe and Japan have tended to outperform 'mid-cycle', and we think that they can do so again.</li>\n <li><b>Interest rates are too pessimistic on the recovery. US 10-year Treasury N12M returns are 97bp worse than average during the ‘expansion’ phase of our cycle model</b>. Guneet Dhingra and our US interest rate strategy team have moved underweight US 10-year Treasuries, and we in turn have moved back underweight government bonds in our global asset allocation.</li>\n</ul>\n<p>This cycle is unusual. Most 'normal' cycles are. We think that the recovery is sustainable and more likely to be ‘hotter and shorter’. Sell Treasuries and trust the expansion.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Morgan Stanley: This Cycle Will Be \"Hotter But Shorter\" Than Usual</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMorgan Stanley: This Cycle Will Be \"Hotter But Shorter\" Than Usual\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-19 16:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.zerohedge.com/markets/morgan-stanley-cycle-will-be-hotter-shorter-usual><strong>zerohedge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>We think that this economic cycle will be normal, strong and short. Each of these assumptions is being hotly debated by the market. Each is key to our investment strategy.\nThe debate over cycle '...</p>\n\n<a href=\"https://www.zerohedge.com/markets/morgan-stanley-cycle-will-be-hotter-shorter-usual\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯","SPY":"标普500ETF",".IXIC":"NASDAQ Composite"},"source_url":"https://www.zerohedge.com/markets/morgan-stanley-cycle-will-be-hotter-shorter-usual","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146536243","content_text":"We think that this economic cycle will be normal, strong and short. Each of these assumptions is being hotly debated by the market. Each is key to our investment strategy.\nThe debate over cycle 'normalcy' is self-explanatory. The pandemic created, without exaggeration, the single sharpest decline in output in recorded history. Then activity raced back, helped by policy support. The case for viewing this situation as unique, and distinct from other cyclical experiences, is based on the view that a fall and rise this violent never allowed for a traditional 'reset'.\nBut 'normal' in markets is a funny concept, with the rough edges of memory often smoothed and polished by the passage of time. The cycle of 2003-07 ended with the largest banking and housing crisis since the Great Depression. The cycle of 1992-2000 ended with the bursting of an enormous equity bubble, widespread accounting fraud and unspeakable tragedy. 'Normal' cycles are nice in theory, harder in practice.\nInstead, let’s consider why we use the term ‘cycle’ at all. Economies and markets tend to follow cyclical patterns, patterns that tend to show up in market performance. It is those patterns we care about, and if they still apply, they can provide a useful guide in uncertain terrain.\nWas last year’s recession preceded by late-cycle conditions such as an inverted yield curve, low volatility, low unemployment, high consumer confidence and narrowing equity market breadth? It was. Did the resulting troughs in equities, credit, yields and yield curves match the usual cadence between market and economic lows? They did. And were the leaders of the ensuing rally the usual early-cycle winners, like small and cyclical stocks, high yield credit and industrial metals? They were.\nIf it walks like a duck and quacks like a duck, we think that it’s a normal cycle. Or as normal as these things realistically are. If a lot of 'normal' cycle behavior has played out so far, it should continue to do so.\nSpecifically, this relates to patterns of performance as the market recovers. And as that recovery advances, those patterns should shift. As noted by my colleague Michael Wilson, we think that we are moving to a mid-cycle market, despite being just 16 months removed from the lows of economic activity. We see a number of similarities between current conditions and 1H04, a mid-cycle period that followed a large, reflationary rally. And importantly, despite recent fears about growth, we think that the global recovery will keep pushing on (see The Growth Scare Anniversary, July 11, 2021).\nBecause one can always find an indicator that fits their particular cycle view, we’ve long been fans of a composite. That’s our ‘cycle model’, which combines ten US metrics across macro, the credit cycle and corporate aggression to gauge where we are in the market cycle. After moving into late-cycle ‘downturn’ in June 2019, and early-cycle ‘repair’ in April 2020, it’s rocketed higher.It has risen so fast that it’s blown right past what should be the next phase ('recovery'), and moved right into ‘expansion’.\nThisis unusual. ‘Expansion’ is meant to capture conditions that are 'better than normal, and improving',and since 1980, it has taken an average of 35 months to get there after 'downturn' ends. Its speedy arrival speaks to a speedy recovery powered by enormous policy support.It also hints at another possibility: this hotter cycle could be shorter.This is our thesis, and it’s showing up in our quantitative measure.\nAll this has a number of implications:\n\nThe shorter the cycle, the worse for credit relative to other risky assets; credit enjoys fewer of the gains from the 'boom', is exposed if the next downturn is early, and faces more supply as corporate confidence increases. In the ‘expansion’ phase of our cycle model, US IG and HY credit N12M excess returns are 29bp and 161bp worse than average, respectively.\nIn many of those periods, more mixed credit performance occurs despite default rates remaining low. Investors should try to take default risk over spread risk: our credit strategists like owning CDX HY 0-15%, and hedging with CDX IG payer spreads.\nIn equities, we think that our model supports more balance in portfolios. We like healthcare in both the US and Europe as a sector with several nice factor exposures: quality, low valuation, high carry and low volatility. Globally, equities in Europe and Japan have tended to outperform 'mid-cycle', and we think that they can do so again.\nInterest rates are too pessimistic on the recovery. US 10-year Treasury N12M returns are 97bp worse than average during the ‘expansion’ phase of our cycle model. Guneet Dhingra and our US interest rate strategy team have moved underweight US 10-year Treasuries, and we in turn have moved back underweight government bonds in our global asset allocation.\n\nThis cycle is unusual. Most 'normal' cycles are. We think that the recovery is sustainable and more likely to be ‘hotter and shorter’. Sell Treasuries and trust the expansion.","news_type":1,"symbols_score_info":{".SPX":0.9,".IXIC":0.9,".DJI":0.9,"SPY":0.9}},"isVote":1,"tweetType":1,"viewCount":563,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":142229375,"gmtCreate":1626154397397,"gmtModify":1703754440488,"author":{"id":"3575626976695048","authorId":"3575626976695048","name":"WwwQY","avatar":"https://static.tigerbbs.com/6f9c22c265d387847e42f1190cd93d36","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575626976695048","authorIdStr":"3575626976695048"},"themes":[],"htmlText":"Unleash the power of print","listText":"Unleash the power of print","text":"Unleash the power of print","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/142229375","repostId":"1144812338","repostType":4,"repost":{"id":"1144812338","kind":"news","pubTimestamp":1626134605,"share":"https://ttm.financial/m/news/1144812338?lang=en_US&edition=fundamental","pubTime":"2021-07-13 08:03","market":"us","language":"en","title":"The Fed's Complete Taper Timeline","url":"https://stock-news.laohu8.com/highlight/detail?id=1144812338","media":"zerohedge","summary":"Commenting on the Fed's recent communications debacle, Bank of America economist Michelle Meyer writ","content":"<p>Commenting on the Fed's recent communications debacle, Bank of America economist Michelle Meyer writes that the Fed was getting high marks for its communication \"up until the last meeting where the message got jumbled.\" Specifically, in light of the stunned market reaction following the last meeting, many commentators declared that the Fed had abandoned Flexible Average Inflation Targeting (FAIT), which Meyer strongly disagree with, conceding that while a growing number of Fed officials have become uncomfortable with rising inflation and are looking to remove accommodation faster, the reality is that Chair Powell and the majority of the Committee have not given up on FAIT. Indeed, Meyer notes, \"the gut reaction of the markets pulling forward rates hikes to 4Q 22 following the last meeting proved fleeting as the market has subsequently pushed out the first hike back to 1Q23.\"</p>\n<p>To help navigate the Fed's communication error, Meyer provides a guide for understanding the Fed’s (latest) reaction function and communication.</p>\n<p><b>First, the Taper</b></p>\n<p>Here Chair Powell has been crystal clear: the Fed will slowly guide the markets toward the taper. BofA shows the taper timeline in the chart below, with its expectations overlaid.</p>\n<p><img src=\"https://static.tigerbbs.com/3d762173d94ce966d288af0927ed478c\" tg-width=\"1205\" tg-height=\"359\" referrerpolicy=\"no-referrer\"></p>\n<p>While Meyer concedes that it is possible for the Fed to signal tapering at the upcoming meeting in July, the BofA economist remain doubtful.<b>The reason to wait is that the market isn’t pricing in the announcement at this meeting, and the Fed wouldn’t want to risk surprising the market.</b>In the last meeting, Powell stated that taper was still “a ways away”. But on the other hand, they have been providing hints that an earlier move is possible, and the surprise will be minimal. Financial conditions are also very accommodative with yields significantly lower making it less painful if rates reset higher upon a taper announcement. Combining these two, BofA thinks it is much more likely that they signal in September.</p>\n<p>There is also a risk of the Fed pulling forward the actual taper from BofA's current forecast of January to perhaps December or even November.<b>This depends on how much quantitative guidance the Fed offers along with the taper signal.</b>According to Meyer, if the Fed is clear that they want to see a certain amount of job creation in order to taper - such as a range for the employment-to-population ratio or progress on the jobs deficit - it will be easier to wait to execute taper. Another option would be to offer calendar guidance but this seems to run counter to Powell’s desire for policy to be “outcome based” rather than “outlook based.” If the Fed keeps the language vague arguing for “substantial further progress”, it seems to leave options open.</p>\n<p><b>What about hikes</b></p>\n<p>The Fed laid out the criteria to hike rates as three-fold:</p>\n<ol>\n <li><b>inflation needs to reach 2% and stay there for a year;</b></li>\n <li><b>conditions be met to believe that inflation can run moderately above 2% allowing for the overshoot to offset the undershoot;</b></li>\n <li><b>maximum employment to be met with broad-based labor market recovery.</b></li>\n</ol>\n<p>The first has been satisfied. We are on the way to meeting the second, although doubts remain - especially among the FOMC - given the potential transitory nature of inflation. The third criteria hasn’t been satisfied and also a likely needed for the second to be met.</p>\n<p>The challenge, as Meyer explains, with declaring victory on the inflation overshoot is that we are vulnerable to inflation falling back below the target – at least temporarily – next year. For simplicity, let’s focus on the biggest source of transitory inflation: vehicles (defined here as used cars and trucks, rental cars and new vehicles). This makes up around 5% of core PCE. Over the last two months, about 40bp of the 1.2% gain in core PCE owed to these categories. To put this into perspective, if these categories were unchanged, core PCE would have been 0.48% mom in April (2.9% yoy) and 0.31% in May (3.0% yoy). For illustrative purposes, BofA also ran scenarios for %yoy core PCE inflation through next year based on the following paths for car prices: full mean reversion to preCOVID levels, 50% reversal and 25% reversal, assuming trend core inflation of 2.0% in all other categories. This would lead to core PCE of 1.3%, 1.6%, and 1.8%, respectively, as shown on the chart below.<b>This shows the sensitivity of inflation to a singular volatile category.</b></p>\n<p><img src=\"https://static.tigerbbs.com/a4c7e3244a3f667a109b3b32257842ff\" tg-width=\"614\" tg-height=\"510\" referrerpolicy=\"no-referrer\"></p>\n<p>The path toward maximum employment is also uncertain for two reasons:</p>\n<ol>\n <li>it is unclear how much of the decline in the labor force will prove permanent; and</li>\n <li>the Fed has changed the definition of maximum employment.</li>\n</ol>\n<p>For the former, BofA has previously estimated that the vast majority of those that dropped out of the labor force will be able to return with about half of the decline likely directly attributable to the pandemic. However,<b>about 1.2 million reflects earlier retirement which is unlikely reversible.</b>This will make it more challenging to fully recover the employment-to-population ratio (EPOP). Perhaps a work-around is to look for the prime-working age EPOP to<b>return to pre-pandemic levels which can be achieved by March 2022 based on BofA's employment forecasts which currently is looking for a cumulative 5.9mn jobs to be created by 1Q 2022</b>.</p>\n<p><img src=\"https://static.tigerbbs.com/4f782420c64c9d0bcc2f0472be6c6f43\" tg-width=\"581\" tg-height=\"510\" referrerpolicy=\"no-referrer\"></p>\n<p>The other consideration mentioned by BofA,<b>is that the Fed has changed its definition for maximum employment to be broad-based and \"inclusive.\"</b>This means that the recovery in the EPOP has to be felt throughout the population particularly for the most economically challenged cohort, i.e.,<b>no hikes until there is a surge in black employment</b>. To achieve this, it will require an even tighter labor market where the “fringe” of the labor market is offered greater opportunities. This in particular calls for the prime-age EPOP to exceed pre-pandemic levels, further pushing out when the Fed might declare victory. And since it is the minority workers who have repeatedly stated they will not return to the labor force unless they get far more preferential terms,<b>it is almost as if the Fed has engineered the current reaction function to one where it will continue to ease indefinitely and blame lack of \"recovery\" on black jobs for its refusal to stop the easing, as if injecting $120BN per month will somehow result in more black workers getting hired!</b></p>\n<p><b>The Committee: divided</b></p>\n<p>Last but not least, there is a growing divide on the Committee which complicates forward guidance. As of the June meeting there were 7 FOMC officials who expected hikes to start in 2022. According to BofA,<b>all of these officials are regional Fed Presidents</b>, some of whom have never fully embraced FAIT (below is Bloomberg's assumption of who is who on the dot plot).</p>\n<p><img src=\"https://static.tigerbbs.com/d638c3c8a49237058a24159586030dba\" tg-width=\"1280\" tg-height=\"690\" referrerpolicy=\"no-referrer\"></p>\n<p>And so, with the economy running strong and inflation pressures building – at least on the surface – these Fed officials are getting ready to remove accommodation. As BofA notes, this makes sense....<b>if you are still operating in the old regime:</b>remember that the Fed hiked rates for the first time with core PCE inflation well below target. The view was that it was preferable to slowly normalize policy based on expectations of future inflation and growth to avoid having to hike quickly and destabilize the recovery. Hence the challenge with keeping the new framework “flexible”. BofA believes the “core” of the Committee –<i><b>Powell, Brainard and Clarida</b></i>– are much more influential in setting the course for policy. The Board of Governors and NY Fed President Williams will generally be in agreement. It is this group that is still strongly committed to FAIT with more than a token overshoot of the 2% target, preferring to err on the side of too much rather than too little inflation. Moreover, they might not be as concerned about higher inflation: indeed, the Board staff forecast shows a slower trajectory for inflation based on the latest FOMC minutes. The Committee members’ voices will be heard and can influence the decisions of the FOMC with the force of their arguments. As such, Meyer's advice is to pay more attention to the centrist members of the FOMC – such as Bostic and Harker – whose arguments could resonate with the Board.</p>\n<p><b>Finally, markets, where we have seen a big moves in rates</b></p>\n<p>The bond market has had a significant rally; at 1.30% the 10-year is back to mid-February levels. In fact, the curve has also flattened significantly in a way that typically doesn’t happen until the hiking cycle has started. So what gives? According to BofA's in house rates expert, Mark Cabana, the move is partly technical, driven by investors closing out short positions and trend-following hedge funds exacerbating rate moves. But it could also reflect the market becoming increasingly worried about structurally lower growth and inflation once the cyclical lift fades. It may also be that the market is doubting the Fed’s resolve to overheat the economy and facilitate higher inflation. For what it's worth, Meyer says that while the former is a reasonable argument, she strongly disagrees with the argument that the Fed has already blinked. That's because Powell has been setting the stage for this new framework even before the pandemic - which was a welcome catalyst to implement FAIT - and sees this as a chance to reset monetary policy.</p>\n<p>In short: expect the flood of liquidity to continue for a long, long time.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The Fed's Complete Taper Timeline</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe Fed's Complete Taper Timeline\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-13 08:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.zerohedge.com/markets/feds-complete-taper-timeline><strong>zerohedge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Commenting on the Fed's recent communications debacle, Bank of America economist Michelle Meyer writes that the Fed was getting high marks for its communication \"up until the last meeting where the ...</p>\n\n<a href=\"https://www.zerohedge.com/markets/feds-complete-taper-timeline\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index","SPY":"标普500ETF",".IXIC":"NASDAQ Composite"},"source_url":"https://www.zerohedge.com/markets/feds-complete-taper-timeline","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144812338","content_text":"Commenting on the Fed's recent communications debacle, Bank of America economist Michelle Meyer writes that the Fed was getting high marks for its communication \"up until the last meeting where the message got jumbled.\" Specifically, in light of the stunned market reaction following the last meeting, many commentators declared that the Fed had abandoned Flexible Average Inflation Targeting (FAIT), which Meyer strongly disagree with, conceding that while a growing number of Fed officials have become uncomfortable with rising inflation and are looking to remove accommodation faster, the reality is that Chair Powell and the majority of the Committee have not given up on FAIT. Indeed, Meyer notes, \"the gut reaction of the markets pulling forward rates hikes to 4Q 22 following the last meeting proved fleeting as the market has subsequently pushed out the first hike back to 1Q23.\"\nTo help navigate the Fed's communication error, Meyer provides a guide for understanding the Fed’s (latest) reaction function and communication.\nFirst, the Taper\nHere Chair Powell has been crystal clear: the Fed will slowly guide the markets toward the taper. BofA shows the taper timeline in the chart below, with its expectations overlaid.\n\nWhile Meyer concedes that it is possible for the Fed to signal tapering at the upcoming meeting in July, the BofA economist remain doubtful.The reason to wait is that the market isn’t pricing in the announcement at this meeting, and the Fed wouldn’t want to risk surprising the market.In the last meeting, Powell stated that taper was still “a ways away”. But on the other hand, they have been providing hints that an earlier move is possible, and the surprise will be minimal. Financial conditions are also very accommodative with yields significantly lower making it less painful if rates reset higher upon a taper announcement. Combining these two, BofA thinks it is much more likely that they signal in September.\nThere is also a risk of the Fed pulling forward the actual taper from BofA's current forecast of January to perhaps December or even November.This depends on how much quantitative guidance the Fed offers along with the taper signal.According to Meyer, if the Fed is clear that they want to see a certain amount of job creation in order to taper - such as a range for the employment-to-population ratio or progress on the jobs deficit - it will be easier to wait to execute taper. Another option would be to offer calendar guidance but this seems to run counter to Powell’s desire for policy to be “outcome based” rather than “outlook based.” If the Fed keeps the language vague arguing for “substantial further progress”, it seems to leave options open.\nWhat about hikes\nThe Fed laid out the criteria to hike rates as three-fold:\n\ninflation needs to reach 2% and stay there for a year;\nconditions be met to believe that inflation can run moderately above 2% allowing for the overshoot to offset the undershoot;\nmaximum employment to be met with broad-based labor market recovery.\n\nThe first has been satisfied. We are on the way to meeting the second, although doubts remain - especially among the FOMC - given the potential transitory nature of inflation. The third criteria hasn’t been satisfied and also a likely needed for the second to be met.\nThe challenge, as Meyer explains, with declaring victory on the inflation overshoot is that we are vulnerable to inflation falling back below the target – at least temporarily – next year. For simplicity, let’s focus on the biggest source of transitory inflation: vehicles (defined here as used cars and trucks, rental cars and new vehicles). This makes up around 5% of core PCE. Over the last two months, about 40bp of the 1.2% gain in core PCE owed to these categories. To put this into perspective, if these categories were unchanged, core PCE would have been 0.48% mom in April (2.9% yoy) and 0.31% in May (3.0% yoy). For illustrative purposes, BofA also ran scenarios for %yoy core PCE inflation through next year based on the following paths for car prices: full mean reversion to preCOVID levels, 50% reversal and 25% reversal, assuming trend core inflation of 2.0% in all other categories. This would lead to core PCE of 1.3%, 1.6%, and 1.8%, respectively, as shown on the chart below.This shows the sensitivity of inflation to a singular volatile category.\n\nThe path toward maximum employment is also uncertain for two reasons:\n\nit is unclear how much of the decline in the labor force will prove permanent; and\nthe Fed has changed the definition of maximum employment.\n\nFor the former, BofA has previously estimated that the vast majority of those that dropped out of the labor force will be able to return with about half of the decline likely directly attributable to the pandemic. However,about 1.2 million reflects earlier retirement which is unlikely reversible.This will make it more challenging to fully recover the employment-to-population ratio (EPOP). Perhaps a work-around is to look for the prime-working age EPOP toreturn to pre-pandemic levels which can be achieved by March 2022 based on BofA's employment forecasts which currently is looking for a cumulative 5.9mn jobs to be created by 1Q 2022.\n\nThe other consideration mentioned by BofA,is that the Fed has changed its definition for maximum employment to be broad-based and \"inclusive.\"This means that the recovery in the EPOP has to be felt throughout the population particularly for the most economically challenged cohort, i.e.,no hikes until there is a surge in black employment. To achieve this, it will require an even tighter labor market where the “fringe” of the labor market is offered greater opportunities. This in particular calls for the prime-age EPOP to exceed pre-pandemic levels, further pushing out when the Fed might declare victory. And since it is the minority workers who have repeatedly stated they will not return to the labor force unless they get far more preferential terms,it is almost as if the Fed has engineered the current reaction function to one where it will continue to ease indefinitely and blame lack of \"recovery\" on black jobs for its refusal to stop the easing, as if injecting $120BN per month will somehow result in more black workers getting hired!\nThe Committee: divided\nLast but not least, there is a growing divide on the Committee which complicates forward guidance. As of the June meeting there were 7 FOMC officials who expected hikes to start in 2022. According to BofA,all of these officials are regional Fed Presidents, some of whom have never fully embraced FAIT (below is Bloomberg's assumption of who is who on the dot plot).\n\nAnd so, with the economy running strong and inflation pressures building – at least on the surface – these Fed officials are getting ready to remove accommodation. As BofA notes, this makes sense....if you are still operating in the old regime:remember that the Fed hiked rates for the first time with core PCE inflation well below target. The view was that it was preferable to slowly normalize policy based on expectations of future inflation and growth to avoid having to hike quickly and destabilize the recovery. Hence the challenge with keeping the new framework “flexible”. BofA believes the “core” of the Committee –Powell, Brainard and Clarida– are much more influential in setting the course for policy. The Board of Governors and NY Fed President Williams will generally be in agreement. It is this group that is still strongly committed to FAIT with more than a token overshoot of the 2% target, preferring to err on the side of too much rather than too little inflation. Moreover, they might not be as concerned about higher inflation: indeed, the Board staff forecast shows a slower trajectory for inflation based on the latest FOMC minutes. The Committee members’ voices will be heard and can influence the decisions of the FOMC with the force of their arguments. As such, Meyer's advice is to pay more attention to the centrist members of the FOMC – such as Bostic and Harker – whose arguments could resonate with the Board.\nFinally, markets, where we have seen a big moves in rates\nThe bond market has had a significant rally; at 1.30% the 10-year is back to mid-February levels. In fact, the curve has also flattened significantly in a way that typically doesn’t happen until the hiking cycle has started. So what gives? According to BofA's in house rates expert, Mark Cabana, the move is partly technical, driven by investors closing out short positions and trend-following hedge funds exacerbating rate moves. But it could also reflect the market becoming increasingly worried about structurally lower growth and inflation once the cyclical lift fades. It may also be that the market is doubting the Fed’s resolve to overheat the economy and facilitate higher inflation. For what it's worth, Meyer says that while the former is a reasonable argument, she strongly disagrees with the argument that the Fed has already blinked. That's because Powell has been setting the stage for this new framework even before the pandemic - which was a welcome catalyst to implement FAIT - and sees this as a chance to reset monetary policy.\nIn short: expect the flood of liquidity to continue for a long, long time.","news_type":1,"symbols_score_info":{".IXIC":0.9,".DJI":0.9,"SPY":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":387,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3577008494818778","authorId":"3577008494818778","name":"CruiserGen","avatar":"https://static.tigerbbs.com/d64102b43967a7880f608e7ec776385d","crmLevel":12,"crmLevelSwitch":0,"idStr":"3577008494818778","authorIdStr":"3577008494818778"},"content":"Nice! Pls help click 'Follow', Like & Comment! ?","text":"Nice! Pls help click 'Follow', Like & Comment! ?","html":"Nice! Pls help click 'Follow', Like & Comment! ?"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9078979922,"gmtCreate":1657627202566,"gmtModify":1676536036003,"author":{"id":"3575626976695048","authorId":"3575626976695048","name":"WwwQY","avatar":"https://static.tigerbbs.com/6f9c22c265d387847e42f1190cd93d36","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575626976695048","authorIdStr":"3575626976695048"},"themes":[],"htmlText":"Cyclical. What goes up....&nbsp;","listText":"Cyclical. What goes up....&nbsp;","text":"Cyclical. What goes up....","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9078979922","repostId":"1140643253","repostType":2,"isVote":1,"tweetType":1,"viewCount":888,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":832842869,"gmtCreate":1629611662451,"gmtModify":1676530079806,"author":{"id":"3575626976695048","authorId":"3575626976695048","name":"WwwQY","avatar":"https://static.tigerbbs.com/6f9c22c265d387847e42f1190cd93d36","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575626976695048","authorIdStr":"3575626976695048"},"themes":[],"htmlText":"Confirmed","listText":"Confirmed","text":"Confirmed","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/832842869","repostId":"2161743804","repostType":4,"repost":{"id":"2161743804","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1629604860,"share":"https://ttm.financial/m/news/2161743804?lang=en_US&edition=fundamental","pubTime":"2021-08-22 12:01","market":"hk","language":"en","title":"Expect Fed tapering to start in November and look like this, says BofA Global","url":"https://stock-news.laohu8.com/highlight/detail?id=2161743804","media":"Dow Jones","summary":"BofA: Timing of Fed tapering will be a key, but so will the pace and composition of cutbacks.\n\nBack-","content":"<blockquote>\n BofA: Timing of Fed tapering will be a key, but so will the pace and composition of cutbacks.\n</blockquote>\n<p>Back-to-school isn't the only item on the agenda this fall that could have a big economic impact.</p>\n<p>BofA Global analysts also have penciled in November as the likely start date for the Federal Reserve to make cutbacks to its large-scale asset purchases, up from an earlier forecast for a January kickoff.</p>\n<p>The stepped up timeline comes days after the Federal Reserve's July Federal Open Markets Committee (FOMC) meeting minutes showed most of the 19 top central bank officials felt it appropriate to start reducing the pace of its $120 billion per month bond purchases this year.</p>\n<p>The Fed's program of buying Treasurys and mortgage-backed securities <a href=\"https://laohu8.com/S/MBB\">$(MBB)$</a> each month has been credited with helping to stave off a broader financial crisis during the pandemic, mostly by keeping markets liquid and credit conditions loose, while fueling the economic recovery.</p>\n<p>With children across the nation expected to return to classrooms this fall, hopefully freeing up more parents to return to the workforce, the Fed also looks increasingly poised to begin the process of getting markets back to functioning on their own.</p>\n<p>\"The July FOMC minutes altered our base case for taper, pulling the timeline forward by about two months from January to November, though affirmed our expectation for the Fed to move more slowly and be data-dependent,\" Meghan Swiber's team at BofA Research wrote in a note Friday.</p>\n<p>While the timing of tapering will be a key, so will the pace and composition of cutbacks, the team said.</p>\n<p>To that end, BofA Global put forth this new forecast of what the pullback could look like. Their base-case shows purchases ending around next September.</p>\n<p>Swiber's team argued that the U.S. economic recovery keeps heading toward the Fed's goal of \"substantial further progress\" from the worst shocks of the pandemic last year, but also that any decisions by the central bank on pulling back its extreme monetary support will remain \"data dependent.\"</p>\n<p>Dallas Fed President Rob Kaplan on Friday told Fox Business Network that he may rethink his call for the Fed to quickly start to taper its monthly purchases if it looks like the spread of the coronavirus delta variant is slowing economic growth.</p>\n<p>While a lifeline for markets, the Fed program also has drawn criticism. Some experts fear the central bank's Goliath footprint has eroded risk-based pricing in markets, which can help keep bubbles in check, and fueled an uneven \"K-shaped\" recovery, where most wealth accumulated has been by the rich, not the poor, as stocks, financial assets and home prices have set record highs during the pandemic.</p>\n<p>Read: Home prices could cool when the Fed tapers its bond-buying program. But a crisis? Unlikely .</p>\n<p>The major U.S. stock benchmarks were trading higher Friday, but with the Dow Jones Industrial Average headed for a 1% weekly loss and the S&amp;P 500 index about 0.6% lower on the week, according to FactSet data.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Expect Fed tapering to start in November and look like this, says BofA Global</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nExpect Fed tapering to start in November and look like this, says BofA Global\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2021-08-22 12:01</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote>\n BofA: Timing of Fed tapering will be a key, but so will the pace and composition of cutbacks.\n</blockquote>\n<p>Back-to-school isn't the only item on the agenda this fall that could have a big economic impact.</p>\n<p>BofA Global analysts also have penciled in November as the likely start date for the Federal Reserve to make cutbacks to its large-scale asset purchases, up from an earlier forecast for a January kickoff.</p>\n<p>The stepped up timeline comes days after the Federal Reserve's July Federal Open Markets Committee (FOMC) meeting minutes showed most of the 19 top central bank officials felt it appropriate to start reducing the pace of its $120 billion per month bond purchases this year.</p>\n<p>The Fed's program of buying Treasurys and mortgage-backed securities <a href=\"https://laohu8.com/S/MBB\">$(MBB)$</a> each month has been credited with helping to stave off a broader financial crisis during the pandemic, mostly by keeping markets liquid and credit conditions loose, while fueling the economic recovery.</p>\n<p>With children across the nation expected to return to classrooms this fall, hopefully freeing up more parents to return to the workforce, the Fed also looks increasingly poised to begin the process of getting markets back to functioning on their own.</p>\n<p>\"The July FOMC minutes altered our base case for taper, pulling the timeline forward by about two months from January to November, though affirmed our expectation for the Fed to move more slowly and be data-dependent,\" Meghan Swiber's team at BofA Research wrote in a note Friday.</p>\n<p>While the timing of tapering will be a key, so will the pace and composition of cutbacks, the team said.</p>\n<p>To that end, BofA Global put forth this new forecast of what the pullback could look like. Their base-case shows purchases ending around next September.</p>\n<p>Swiber's team argued that the U.S. economic recovery keeps heading toward the Fed's goal of \"substantial further progress\" from the worst shocks of the pandemic last year, but also that any decisions by the central bank on pulling back its extreme monetary support will remain \"data dependent.\"</p>\n<p>Dallas Fed President Rob Kaplan on Friday told Fox Business Network that he may rethink his call for the Fed to quickly start to taper its monthly purchases if it looks like the spread of the coronavirus delta variant is slowing economic growth.</p>\n<p>While a lifeline for markets, the Fed program also has drawn criticism. Some experts fear the central bank's Goliath footprint has eroded risk-based pricing in markets, which can help keep bubbles in check, and fueled an uneven \"K-shaped\" recovery, where most wealth accumulated has been by the rich, not the poor, as stocks, financial assets and home prices have set record highs during the pandemic.</p>\n<p>Read: Home prices could cool when the Fed tapers its bond-buying program. But a crisis? Unlikely .</p>\n<p>The major U.S. stock benchmarks were trading higher Friday, but with the Dow Jones Industrial Average headed for a 1% weekly loss and the S&amp;P 500 index about 0.6% lower on the week, according to FactSet data.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MBB":"美国按揭抵押债券ETF-iShares"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2161743804","content_text":"BofA: Timing of Fed tapering will be a key, but so will the pace and composition of cutbacks.\n\nBack-to-school isn't the only item on the agenda this fall that could have a big economic impact.\nBofA Global analysts also have penciled in November as the likely start date for the Federal Reserve to make cutbacks to its large-scale asset purchases, up from an earlier forecast for a January kickoff.\nThe stepped up timeline comes days after the Federal Reserve's July Federal Open Markets Committee (FOMC) meeting minutes showed most of the 19 top central bank officials felt it appropriate to start reducing the pace of its $120 billion per month bond purchases this year.\nThe Fed's program of buying Treasurys and mortgage-backed securities $(MBB)$ each month has been credited with helping to stave off a broader financial crisis during the pandemic, mostly by keeping markets liquid and credit conditions loose, while fueling the economic recovery.\nWith children across the nation expected to return to classrooms this fall, hopefully freeing up more parents to return to the workforce, the Fed also looks increasingly poised to begin the process of getting markets back to functioning on their own.\n\"The July FOMC minutes altered our base case for taper, pulling the timeline forward by about two months from January to November, though affirmed our expectation for the Fed to move more slowly and be data-dependent,\" Meghan Swiber's team at BofA Research wrote in a note Friday.\nWhile the timing of tapering will be a key, so will the pace and composition of cutbacks, the team said.\nTo that end, BofA Global put forth this new forecast of what the pullback could look like. Their base-case shows purchases ending around next September.\nSwiber's team argued that the U.S. economic recovery keeps heading toward the Fed's goal of \"substantial further progress\" from the worst shocks of the pandemic last year, but also that any decisions by the central bank on pulling back its extreme monetary support will remain \"data dependent.\"\nDallas Fed President Rob Kaplan on Friday told Fox Business Network that he may rethink his call for the Fed to quickly start to taper its monthly purchases if it looks like the spread of the coronavirus delta variant is slowing economic growth.\nWhile a lifeline for markets, the Fed program also has drawn criticism. Some experts fear the central bank's Goliath footprint has eroded risk-based pricing in markets, which can help keep bubbles in check, and fueled an uneven \"K-shaped\" recovery, where most wealth accumulated has been by the rich, not the poor, as stocks, financial assets and home prices have set record highs during the pandemic.\nRead: Home prices could cool when the Fed tapers its bond-buying program. But a crisis? Unlikely .\nThe major U.S. stock benchmarks were trading higher Friday, but with the Dow Jones Industrial Average headed for a 1% weekly loss and the S&P 500 index about 0.6% lower on the week, according to FactSet data.","news_type":1,"symbols_score_info":{"MBB":0.9}},"isVote":1,"tweetType":1,"viewCount":329,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4087822741232210","authorId":"4087822741232210","name":"HawTK","avatar":"https://static.tigerbbs.com/184dd5a8890335d87b5cc27237101a65","crmLevel":11,"crmLevelSwitch":0,"idStr":"4087822741232210","authorIdStr":"4087822741232210"},"content":"Like and comment pleade","text":"Like and comment pleade","html":"Like and comment pleade"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":801500626,"gmtCreate":1627521115265,"gmtModify":1703491537360,"author":{"id":"3575626976695048","authorId":"3575626976695048","name":"WwwQY","avatar":"https://static.tigerbbs.com/6f9c22c265d387847e42f1190cd93d36","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575626976695048","authorIdStr":"3575626976695048"},"themes":[],"htmlText":"Supply issue will be a past soon","listText":"Supply issue will be a past soon","text":"Supply issue will be a past soon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/801500626","repostId":"1191373397","repostType":4,"repost":{"id":"1191373397","kind":"news","pubTimestamp":1627514021,"share":"https://ttm.financial/m/news/1191373397?lang=en_US&edition=fundamental","pubTime":"2021-07-29 07:13","market":"us","language":"en","title":"Qualcomm optimistic on 5G, connected device sales as supply bottlenecks ease","url":"https://stock-news.laohu8.com/highlight/detail?id=1191373397","media":"Reuters","summary":"(Reuters) -Qualcomm Inc on Wednesday predicted a rise in sales of chips for 5G phones, including App","content":"<p>(Reuters) -Qualcomm Inc on Wednesday predicted a rise in sales of chips for 5G phones, including Apple Inc’s iPhone, as the company said it had mitigated supply shortfalls that have contributed to a global chip shortage.</p>\n<p>Qualcomm total revenues rose 63% to nearly $8 billion, boosted by soaring sales of chips for connected devices that hit $1.4 billion.</p>\n<p>The San Diego, California-based company is the biggest supplier of mobile phone chips in the world and the leader in 5G technology, supplying modem chips that help iPhones connect to wireless data networks and the modems and central processors for much of the Android market.</p>\n<p>Shares were up 2.5% to $146 in after-market trading following the results, which could alleviate some concerns among investors about the impact of the shortage on the smart phone market, including the iPhone.</p>\n<p>Qualcomm Chief Executive Officer Cristiano Amon told investors during a conference call that the company’s efforts to secure its chips from multiple manufacturing partners were making progress bolstering supplies, with the first shipments of significant volume in the fiscal third quarter and more to come in the coming months.</p>\n<p>“We’re still on track to materially improve supply by the end of the calendar year,” Amon said.</p>\n<p>The company is also benefiting from the exit from the global smartphone market of China’s Huawei Technologies Co Ltd. Huawei’s flagship models did not use Qualcomm chips but its rivals, who are now snapping up market share, mostly do.</p>\n<p>Qualcomm has boosted sales of other chips, such as radio-frequency chips that augment its 5G phone chips and whose sales have doubled in the past year. Sales are also growing for a variety of chips for cars and for “internet of things,” or IoT, applications.</p>\n<p>Qualcomm said on Wednesday it expects sales of those chips to hit $10 billion this fiscal year, up from $6 billion the previous year. The company also said it expects adjusted profits of $8.24 per share for its fiscal 2021, nearly double the year before.</p>\n<p>Qualcomm’s chip revenue forecast for the current fiscal fourth quarter had a midpoint of $7.25 billion, compared with analyst estimates of $6.83 billion, according to Refinitiv data.</p>\n<p>CHIP SHORTAGE</p>\n<p>Amon said even as its own bottlenecks ease as it brings on more manufacturing partners, some of Qualcomm’s customers cannot find the supporting chips from other vendors that they need to make full devices.</p>\n<p>“We continue to see strong demand in every single business outpacing supply,” he said on the call.</p>\n<p>Apple on Tuesday predicted the chip shortage would start to hit its iPhone in the fourth quarter.</p>\n<p>On Wednesday, Qualcomm said that global sales of 5G handsets for 2021 was likely to come in at the higher end of its forecast of 450 to 550 million handsets. That means that phone makers are likely directing any chips that are in short supply toward production of their more profitable 5G devices. Apple shares rose 0.14% in after-hours trading after Qualcomm’s results.</p>\n<p>“While there remain some parts tightness in some periphery chips in the smartphone sector, we don’t think its material enough to cause any meaningful downside, as the industry will prioritize the supply for 5G instead of 4G,” said Kinngai Chan, an analyst at Summit Insights Group.</p>\n<p>Qualcomm forecast overall sales and adjusted profits with midpoints of $8.8 billion and $2.25 per share, above estimates of $8.50 billion and $2.04 per share, according to Refinitiv data.</p>\n<p>The company predicted revenue with a midpoint of $1.55 billion from its patent licensing business, compared with analyst expectations of $1.56 billion, according to Refinitiv data.</p>\n<p>For the fiscal third quarter ended June 27, Qualcomm said overall adjusted revenues and adjusted profits were $8 billion and $1.92 per share, higher than estimates of $7.58 billion and $1.68 per share, according to Refinitiv data.</p>\n<p>Mobile handset chips remain Qualcomm’s biggest seller, increasing 57% to hit $3.86 billion in the quarter.</p>\n<p>“Qualcomm has done a phenomenal job in driving the 5G ecosystem. For sure it’s moving a lot faster than 4G,” said Paolo Pescatore, an analyst at PP Foresight.</p>\n<p>Sales of other chips have also been expanding, with radio frequency chips and IoT chips reaching sales of $957 million and $1.4 billion, up 114% and 83% from a year earlier, respectively.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Qualcomm optimistic on 5G, connected device sales as supply bottlenecks ease</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nQualcomm optimistic on 5G, connected device sales as supply bottlenecks ease\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-29 07:13 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.reuters.com/article/qualcomm-results/update-4-qualcomm-optimistic-on-5g-connected-device-sales-as-supply-bottlenecks-ease-idUSL1N2P432P><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Reuters) -Qualcomm Inc on Wednesday predicted a rise in sales of chips for 5G phones, including Apple Inc’s iPhone, as the company said it had mitigated supply shortfalls that have contributed to a ...</p>\n\n<a href=\"https://www.reuters.com/article/qualcomm-results/update-4-qualcomm-optimistic-on-5g-connected-device-sales-as-supply-bottlenecks-ease-idUSL1N2P432P\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"QCOM":"高通"},"source_url":"https://www.reuters.com/article/qualcomm-results/update-4-qualcomm-optimistic-on-5g-connected-device-sales-as-supply-bottlenecks-ease-idUSL1N2P432P","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191373397","content_text":"(Reuters) -Qualcomm Inc on Wednesday predicted a rise in sales of chips for 5G phones, including Apple Inc’s iPhone, as the company said it had mitigated supply shortfalls that have contributed to a global chip shortage.\nQualcomm total revenues rose 63% to nearly $8 billion, boosted by soaring sales of chips for connected devices that hit $1.4 billion.\nThe San Diego, California-based company is the biggest supplier of mobile phone chips in the world and the leader in 5G technology, supplying modem chips that help iPhones connect to wireless data networks and the modems and central processors for much of the Android market.\nShares were up 2.5% to $146 in after-market trading following the results, which could alleviate some concerns among investors about the impact of the shortage on the smart phone market, including the iPhone.\nQualcomm Chief Executive Officer Cristiano Amon told investors during a conference call that the company’s efforts to secure its chips from multiple manufacturing partners were making progress bolstering supplies, with the first shipments of significant volume in the fiscal third quarter and more to come in the coming months.\n“We’re still on track to materially improve supply by the end of the calendar year,” Amon said.\nThe company is also benefiting from the exit from the global smartphone market of China’s Huawei Technologies Co Ltd. Huawei’s flagship models did not use Qualcomm chips but its rivals, who are now snapping up market share, mostly do.\nQualcomm has boosted sales of other chips, such as radio-frequency chips that augment its 5G phone chips and whose sales have doubled in the past year. Sales are also growing for a variety of chips for cars and for “internet of things,” or IoT, applications.\nQualcomm said on Wednesday it expects sales of those chips to hit $10 billion this fiscal year, up from $6 billion the previous year. The company also said it expects adjusted profits of $8.24 per share for its fiscal 2021, nearly double the year before.\nQualcomm’s chip revenue forecast for the current fiscal fourth quarter had a midpoint of $7.25 billion, compared with analyst estimates of $6.83 billion, according to Refinitiv data.\nCHIP SHORTAGE\nAmon said even as its own bottlenecks ease as it brings on more manufacturing partners, some of Qualcomm’s customers cannot find the supporting chips from other vendors that they need to make full devices.\n“We continue to see strong demand in every single business outpacing supply,” he said on the call.\nApple on Tuesday predicted the chip shortage would start to hit its iPhone in the fourth quarter.\nOn Wednesday, Qualcomm said that global sales of 5G handsets for 2021 was likely to come in at the higher end of its forecast of 450 to 550 million handsets. That means that phone makers are likely directing any chips that are in short supply toward production of their more profitable 5G devices. Apple shares rose 0.14% in after-hours trading after Qualcomm’s results.\n“While there remain some parts tightness in some periphery chips in the smartphone sector, we don’t think its material enough to cause any meaningful downside, as the industry will prioritize the supply for 5G instead of 4G,” said Kinngai Chan, an analyst at Summit Insights Group.\nQualcomm forecast overall sales and adjusted profits with midpoints of $8.8 billion and $2.25 per share, above estimates of $8.50 billion and $2.04 per share, according to Refinitiv data.\nThe company predicted revenue with a midpoint of $1.55 billion from its patent licensing business, compared with analyst expectations of $1.56 billion, according to Refinitiv data.\nFor the fiscal third quarter ended June 27, Qualcomm said overall adjusted revenues and adjusted profits were $8 billion and $1.92 per share, higher than estimates of $7.58 billion and $1.68 per share, according to Refinitiv data.\nMobile handset chips remain Qualcomm’s biggest seller, increasing 57% to hit $3.86 billion in the quarter.\n“Qualcomm has done a phenomenal job in driving the 5G ecosystem. For sure it’s moving a lot faster than 4G,” said Paolo Pescatore, an analyst at PP Foresight.\nSales of other chips have also been expanding, with radio frequency chips and IoT chips reaching sales of $957 million and $1.4 billion, up 114% and 83% from a year earlier, respectively.","news_type":1,"symbols_score_info":{"QCOM":0.9}},"isVote":1,"tweetType":1,"viewCount":306,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":809199481,"gmtCreate":1627351048143,"gmtModify":1703488130279,"author":{"id":"3575626976695048","authorId":"3575626976695048","name":"WwwQY","avatar":"https://static.tigerbbs.com/6f9c22c265d387847e42f1190cd93d36","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575626976695048","authorIdStr":"3575626976695048"},"themes":[],"htmlText":"The old boys coming up.&nbsp;","listText":"The old boys coming up.&nbsp;","text":"The old boys coming up.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/809199481","repostId":"1169428988","repostType":4,"isVote":1,"tweetType":1,"viewCount":268,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":174546316,"gmtCreate":1627116323635,"gmtModify":1703484507163,"author":{"id":"3575626976695048","authorId":"3575626976695048","name":"WwwQY","avatar":"https://static.tigerbbs.com/6f9c22c265d387847e42f1190cd93d36","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575626976695048","authorIdStr":"3575626976695048"},"themes":[],"htmlText":"60,000? Double double?&nbsp;","listText":"60,000? Double double?&nbsp;","text":"60,000? Double double?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/174546316","repostId":"2153980423","repostType":4,"isVote":1,"tweetType":1,"viewCount":267,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":148049369,"gmtCreate":1625905269651,"gmtModify":1703750782124,"author":{"id":"3575626976695048","authorId":"3575626976695048","name":"WwwQY","avatar":"https://static.tigerbbs.com/6f9c22c265d387847e42f1190cd93d36","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575626976695048","authorIdStr":"3575626976695048"},"themes":[],"htmlText":"Upstoppable&nbsp;","listText":"Upstoppable&nbsp;","text":"Upstoppable","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/148049369","repostId":"1185154176","repostType":4,"repost":{"id":"1185154176","kind":"news","pubTimestamp":1625886925,"share":"https://ttm.financial/m/news/1185154176?lang=en_US&edition=fundamental","pubTime":"2021-07-10 11:15","market":"us","language":"en","title":"The bull market in stocks may last up to five years — here are six reasons why","url":"https://stock-news.laohu8.com/highlight/detail?id=1185154176","media":"marketwatch","summary":"The economy is booming, earnings are rising, and the Federal Reserve is giving unprecedented support. When the stock market sells off, as it did Thursday, the right move was to buy your favorite stocks. Friday’s market action proved that.We are still only in the early stages of what is going to be a three- to five-year bull market in stocks, for these six reasons.Behind the scenes, consumers have massive unspent savings because they hunkered down for the pandemic. The personal savings rate hit n","content":"<p>The economy is booming, earnings are rising, and the Federal Reserve is giving unprecedented support</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/16f57eb7b0f75afb2f46b6d61281db87\" tg-width=\"1260\" tg-height=\"839\"><span>(Photo by Jorge Guerrero/AFP via Getty Images)</span></p>\n<p>When the stock market sells off, as it did Thursday, the right move was to buy your favorite stocks. Friday’s market action proved that.</p>\n<p>It’s true that there could be a correction, given the already sizable 17% gain in the S&amp;P 500 Index&nbsp;this year. But you should buy then, too.</p>\n<p>Here’s why.</p>\n<p>We are still only in the early stages of what is going to be a three- to five-year bull market in stocks, for these six reasons.</p>\n<p><b>1. There’s tremendous pent-up demand</b></p>\n<p>Everyone is looking to the Federal Reserve for cues about stimulus. They are overlooking private-sector forces that will push stocks higher. To sum up, there’s huge pent-up private-sector demand that will help propel U.S. GDP growth to 8% this year and 3.5%-4.5% for years after that. The pent-up demand comes from the following sources, points out Jim Paulsen, chief strategist and economist at the Leuthold Group.</p>\n<p>First, there’s been a surge in household formation, as millennials hit the family years. This helps explain the big uptick in home demand. Once you buy a house, you have to fill it up with stuff. More consumer demand on the way.</p>\n<p>Behind the scenes, consumers have massive unspent savings because they hunkered down for the pandemic. The personal savings rate hit nearly 16% of GDP, compared to a post war average of 6.5%. The prior high was 10% in 1970s.</p>\n<p>Relatedly, household balance sheets improved remarkably. Debt-to-income ratios are the lowest since the 1990s. Consumers will continue to tap more bank loans and credit card capacity, as their confidence increases because employment and the economy remain strong.</p>\n<p>Next, there will be plenty more newly employed people once the extra unemployment benefits expire in September. This means consumer confidence will improve, which invariably boosts economic growth. The labor participation rate has room to improve, leaving spare employment capacity before we hit the full employment that can cap economic growth.</p>\n<p>Now let’s look at the pent-up demand in businesses.</p>\n<p>You know all the shortages of stuff you keep running into or hearing about? Here’s why this is happening. To prepare for a prolonged epidemic, businesses cut inventories to the bone. It was the biggest inventory liquidation ever. But now, companies have to build back inventories. The ongoing inventory rebuild will be huge.</p>\n<p>Companies also cut capacity, which they are building out again. Capital goods spending surged to record highs in the past year, advancing almost 23%, after being essentially flat for most of the prior two decades. This creates sustained growth, and it tells us a lot about business confidence.</p>\n<p><b>The bottom line</b>: We will see 7%-8% GDP growth this year, followed by 4%-4.5% next year and above average growth after that, supporting a sustained bull market in stocks. Expect the normal corrections along the way.</p>\n<p><b>2. An under-appreciated earnings boom lies ahead</b></p>\n<p>The economic rebound has happened so quickly, analysts can’t keep up. Wall Street analysts project $190 a share in S&amp;P 500 earnings this year. But that is woefully low given the expected 7%-8% GDP growth and massive stimulus that has yet to kick in. Stimulus normally takes six to eight months to take effect, and a lot of the recent dollops happened inside that window.</p>\n<p>Paulsen expects 2021 S&amp;P 500 earnings will be more like $220 instead of the consensus estimate of $190.</p>\n<p>“Analysts are still under-appreciating how much profits have improved and how much they will improve,” says Paulsen. “We had dramatic overreaction from policy officials. They addressed the collapse, but created a massive improvement in fundamentals. This is still playing out in terms of the recovery in profits.”</p>\n<p>Plus, more fiscal stimulus is probably on the way, in the form of infrastructure spending.</p>\n<p><b>3. There’s a new Fed in town</b></p>\n<p>For much of the past three decades, the Fed has been quick to tighten its policy to ward off inflation. The central bank killed off growth in the process. That’s one reason why the past 20 years posted the slowest growth in the post-war era. Now, though, the Fed is much more accommodative and this may likely persist because inflation will remain sluggish (more on this, below).</p>\n<p>Here’s a simple gauge to measure this. Take GDP growth and subtract the yield on 10-year TreasuriesTMUBMUSD10Y,1.359%.This gauge was negative for much of 1980-2010, when the Fed kept growth cool to contain inflation. Now, though, Fed policy is helping to keep 10-year yields well below GDP growth, which allows the economy to run hot. This was the state of affairs during 1950-1965, which some analysts call “the golden age of capitalism” because of the glide path in growth.</p>\n<p><b>4. Inflation won’t kill the bull</b></p>\n<p>Inflation may rise near term because the economy is so hot. But medium term, the inflation slayers will win out. Here’s a roundup. The population is aging, and older people spend less. The boom in business capital spending will continue to boost productivity at companies. This allows them to avoid passing along rising costs to customers. Global trade and competition have not gone away. This puts downward pressure on prices since goods can be made more cheaply in many foreign countries. Ongoing technological advances continually put downward pressure on tech products.</p>\n<p><b>5. Valuations will improve</b></p>\n<p>We’re now at the phase in the economic rebound where the following dynamic typically plays out. Stocks trade sideways for months, mostly because of worries about inflation and rising bond yields. All the while, the economy and earnings continue to grow, bringing down stock valuations. This dynamic played out at about this point in prior economic rebounds during 1983-84, 1993-94, 2004-05 and 2009-10. In short, we will see a big surge in earnings while the stock market marks time, or even corrects.</p>\n<p>This will reset stock valuations lower, removing one of the chief concerns among investors — high valuations. If S&amp;P 500 earnings hit $220 by the end of the year and the index is at 4,000 to 4,100 points because of a correction, stocks will be at an 18-19 price earnings ratio — below the average since 1990.</p>\n<p>True to form, the Dow Jones Industrial AverageDJIA,+1.30%and the Russell 2000&nbsp;small-cap index have traded sideways for two to four months. The S&amp;P 500 and Nasdaq&nbsp;recently broke out of trading ranges, but a bigger pullback would send them back into sideways action mode.</p>\n<p><b>6. Sentiment isn’t extreme</b></p>\n<p>As a contrarian, I look for excessive sentiment as a sign that it’s time to raise some cash. We don’t see that yet. A simple gauge to follow is the Investors Intelligence Bull/Bear ratio. It recently came in at 3.92. That’s near the warning path, which for me starts at 4. On the other hand, mutual fund cash was recently at $4.6 trillion, near historical highs. This represents caution among investors.</p>\n<p><b>Three themes to follow</b></p>\n<p>If we are in store for a sustained economic recovery and a multi-year bull market in stocks, it will pay to follow these three themes.</p>\n<p><b>Favor cyclicals.</b>Stay with economically sensitive businesses and add to your holdings in them on pullbacks. This means cyclical companies in areas like financials, materials, industrials and consumer discretionary businesses.</p>\n<p><b>Avoid defensives.</b>If you want yield, go with stocks that pay a dividend but also have capital appreciation potential — not steady growth companies selling stuff like consumer staples. On this theme, in my stock letter Brush Up on Stocks (the link is in bio, below) I’ve recently suggested or reiterated Home Depot&nbsp;in retail, B. Riley Financial,a markets and investment banking name, and Regional Management&nbsp;in consumer finance.</p>\n<p><b>Favor emerging markets.</b>Their growth tends to be higher during expansions. Just be careful with China. It has an aging population. Limited workforce growth may constrain economic growth. Another challenge is that ongoing U.S.-China tensions and the related threat of persistent tariffs and trade barriers have global companies relocating supply chains elsewhere.</p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The bull market in stocks may last up to five years — here are six reasons why</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe bull market in stocks may last up to five years — here are six reasons why\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-10 11:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/the-bull-market-in-stocks-may-last-up-to-five-years-here-are-six-reasons-why-11625842781?mod=home-page><strong>marketwatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The economy is booming, earnings are rising, and the Federal Reserve is giving unprecedented support\n(Photo by Jorge Guerrero/AFP via Getty Images)\nWhen the stock market sells off, as it did Thursday,...</p>\n\n<a href=\"https://www.marketwatch.com/story/the-bull-market-in-stocks-may-last-up-to-five-years-here-are-six-reasons-why-11625842781?mod=home-page\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://www.marketwatch.com/story/the-bull-market-in-stocks-may-last-up-to-five-years-here-are-six-reasons-why-11625842781?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185154176","content_text":"The economy is booming, earnings are rising, and the Federal Reserve is giving unprecedented support\n(Photo by Jorge Guerrero/AFP via Getty Images)\nWhen the stock market sells off, as it did Thursday, the right move was to buy your favorite stocks. Friday’s market action proved that.\nIt’s true that there could be a correction, given the already sizable 17% gain in the S&P 500 Index this year. But you should buy then, too.\nHere’s why.\nWe are still only in the early stages of what is going to be a three- to five-year bull market in stocks, for these six reasons.\n1. There’s tremendous pent-up demand\nEveryone is looking to the Federal Reserve for cues about stimulus. They are overlooking private-sector forces that will push stocks higher. To sum up, there’s huge pent-up private-sector demand that will help propel U.S. GDP growth to 8% this year and 3.5%-4.5% for years after that. The pent-up demand comes from the following sources, points out Jim Paulsen, chief strategist and economist at the Leuthold Group.\nFirst, there’s been a surge in household formation, as millennials hit the family years. This helps explain the big uptick in home demand. Once you buy a house, you have to fill it up with stuff. More consumer demand on the way.\nBehind the scenes, consumers have massive unspent savings because they hunkered down for the pandemic. The personal savings rate hit nearly 16% of GDP, compared to a post war average of 6.5%. The prior high was 10% in 1970s.\nRelatedly, household balance sheets improved remarkably. Debt-to-income ratios are the lowest since the 1990s. Consumers will continue to tap more bank loans and credit card capacity, as their confidence increases because employment and the economy remain strong.\nNext, there will be plenty more newly employed people once the extra unemployment benefits expire in September. This means consumer confidence will improve, which invariably boosts economic growth. The labor participation rate has room to improve, leaving spare employment capacity before we hit the full employment that can cap economic growth.\nNow let’s look at the pent-up demand in businesses.\nYou know all the shortages of stuff you keep running into or hearing about? Here’s why this is happening. To prepare for a prolonged epidemic, businesses cut inventories to the bone. It was the biggest inventory liquidation ever. But now, companies have to build back inventories. The ongoing inventory rebuild will be huge.\nCompanies also cut capacity, which they are building out again. Capital goods spending surged to record highs in the past year, advancing almost 23%, after being essentially flat for most of the prior two decades. This creates sustained growth, and it tells us a lot about business confidence.\nThe bottom line: We will see 7%-8% GDP growth this year, followed by 4%-4.5% next year and above average growth after that, supporting a sustained bull market in stocks. Expect the normal corrections along the way.\n2. An under-appreciated earnings boom lies ahead\nThe economic rebound has happened so quickly, analysts can’t keep up. Wall Street analysts project $190 a share in S&P 500 earnings this year. But that is woefully low given the expected 7%-8% GDP growth and massive stimulus that has yet to kick in. Stimulus normally takes six to eight months to take effect, and a lot of the recent dollops happened inside that window.\nPaulsen expects 2021 S&P 500 earnings will be more like $220 instead of the consensus estimate of $190.\n“Analysts are still under-appreciating how much profits have improved and how much they will improve,” says Paulsen. “We had dramatic overreaction from policy officials. They addressed the collapse, but created a massive improvement in fundamentals. This is still playing out in terms of the recovery in profits.”\nPlus, more fiscal stimulus is probably on the way, in the form of infrastructure spending.\n3. There’s a new Fed in town\nFor much of the past three decades, the Fed has been quick to tighten its policy to ward off inflation. The central bank killed off growth in the process. That’s one reason why the past 20 years posted the slowest growth in the post-war era. Now, though, the Fed is much more accommodative and this may likely persist because inflation will remain sluggish (more on this, below).\nHere’s a simple gauge to measure this. Take GDP growth and subtract the yield on 10-year TreasuriesTMUBMUSD10Y,1.359%.This gauge was negative for much of 1980-2010, when the Fed kept growth cool to contain inflation. Now, though, Fed policy is helping to keep 10-year yields well below GDP growth, which allows the economy to run hot. This was the state of affairs during 1950-1965, which some analysts call “the golden age of capitalism” because of the glide path in growth.\n4. Inflation won’t kill the bull\nInflation may rise near term because the economy is so hot. But medium term, the inflation slayers will win out. Here’s a roundup. The population is aging, and older people spend less. The boom in business capital spending will continue to boost productivity at companies. This allows them to avoid passing along rising costs to customers. Global trade and competition have not gone away. This puts downward pressure on prices since goods can be made more cheaply in many foreign countries. Ongoing technological advances continually put downward pressure on tech products.\n5. Valuations will improve\nWe’re now at the phase in the economic rebound where the following dynamic typically plays out. Stocks trade sideways for months, mostly because of worries about inflation and rising bond yields. All the while, the economy and earnings continue to grow, bringing down stock valuations. This dynamic played out at about this point in prior economic rebounds during 1983-84, 1993-94, 2004-05 and 2009-10. In short, we will see a big surge in earnings while the stock market marks time, or even corrects.\nThis will reset stock valuations lower, removing one of the chief concerns among investors — high valuations. If S&P 500 earnings hit $220 by the end of the year and the index is at 4,000 to 4,100 points because of a correction, stocks will be at an 18-19 price earnings ratio — below the average since 1990.\nTrue to form, the Dow Jones Industrial AverageDJIA,+1.30%and the Russell 2000 small-cap index have traded sideways for two to four months. The S&P 500 and Nasdaq recently broke out of trading ranges, but a bigger pullback would send them back into sideways action mode.\n6. Sentiment isn’t extreme\nAs a contrarian, I look for excessive sentiment as a sign that it’s time to raise some cash. We don’t see that yet. A simple gauge to follow is the Investors Intelligence Bull/Bear ratio. It recently came in at 3.92. That’s near the warning path, which for me starts at 4. On the other hand, mutual fund cash was recently at $4.6 trillion, near historical highs. This represents caution among investors.\nThree themes to follow\nIf we are in store for a sustained economic recovery and a multi-year bull market in stocks, it will pay to follow these three themes.\nFavor cyclicals.Stay with economically sensitive businesses and add to your holdings in them on pullbacks. This means cyclical companies in areas like financials, materials, industrials and consumer discretionary businesses.\nAvoid defensives.If you want yield, go with stocks that pay a dividend but also have capital appreciation potential — not steady growth companies selling stuff like consumer staples. On this theme, in my stock letter Brush Up on Stocks (the link is in bio, below) I’ve recently suggested or reiterated Home Depot in retail, B. Riley Financial,a markets and investment banking name, and Regional Management in consumer finance.\nFavor emerging markets.Their growth tends to be higher during expansions. Just be careful with China. It has an aging population. Limited workforce growth may constrain economic growth. Another challenge is that ongoing U.S.-China tensions and the related threat of persistent tariffs and trade barriers have global companies relocating supply chains elsewhere.","news_type":1,"symbols_score_info":{".SPX":0.9,".IXIC":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":382,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":121712334,"gmtCreate":1624492360528,"gmtModify":1703838106367,"author":{"id":"3575626976695048","authorId":"3575626976695048","name":"WwwQY","avatar":"https://static.tigerbbs.com/6f9c22c265d387847e42f1190cd93d36","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575626976695048","authorIdStr":"3575626976695048"},"themes":[],"htmlText":"To the space and beyond.","listText":"To the space and beyond.","text":"To the space and beyond.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/121712334","repostId":"2145156570","repostType":4,"isVote":1,"tweetType":1,"viewCount":292,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":837494694,"gmtCreate":1629903714518,"gmtModify":1676530168636,"author":{"id":"3575626976695048","authorId":"3575626976695048","name":"WwwQY","avatar":"https://static.tigerbbs.com/6f9c22c265d387847e42f1190cd93d36","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575626976695048","authorIdStr":"3575626976695048"},"themes":[],"htmlText":"Basic","listText":"Basic","text":"Basic","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/837494694","repostId":"1195506103","repostType":4,"repost":{"id":"1195506103","kind":"news","pubTimestamp":1629901738,"share":"https://ttm.financial/m/news/1195506103?lang=en_US&edition=fundamental","pubTime":"2021-08-25 22:28","market":"us","language":"en","title":"Palantir: Shareholder Unfriendly Company With Limited Upside","url":"https://stock-news.laohu8.com/highlight/detail?id=1195506103","media":"Seeking Alpha","summary":"Summary\n\nPalantir continues to widen its net loss despite improving its top-line performance.\nThe ex","content":"<p><b>Summary</b></p>\n<ul>\n <li>Palantir continues to widen its net loss despite improving its top-line performance.</li>\n <li>The excessive stock-based compensation program continues to eat all the profits and overshadows any growth of revenues or FCF.</li>\n <li>We stick to our opinion that Palantir is not going to be able to create a lot of shareholder value anytime soon.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/df5c6d796592faec81d9a29502efa9c0\" tg-width=\"768\" tg-height=\"512\" width=\"100%\" height=\"auto\"><span>Michael Vi/iStock Editorial via Getty Images</span></p>\n<p>The recent Q2 earnings report showed that Palantir (PLTR) continues to struggle to improve its bottom-line performance, as the company spends too much on its excessive stock-based compensation program, which eats all the profits and overshadows any growth of revenues or FCF. In addition, the massive dilution since the beginning of the year and the constant selling pressure from the company's insiders are preventing Palantir's shares from appreciating as well. Also, the fact that Palantir has underperformed against the S&amp;P 500 index in recent months and its stock hasn't moved much since March proves our point that the company is not an attractive investment at this stage, as there's every reason to believe that not a lot of shareholder value will be created anytime soon. For that reason, we continue to believe that it's better to invest in other, more attractive opportunities on the market and avoid Palantir.</p>\n<p><b>There's Nothing Attractive About This Stock</b></p>\n<p>A lot has been said about Palantir's business and its advantages against other competitors in recent articles on the company, so we won't be discussing it in this article. However, while Palantir certainly has some major advantages since its software solutions are hard to replicate, we also believe that at this stage it doesn't matter how strong its business is, as certain factors are likely going to continue to prevent the company's stock from appreciating anytime soon. Let's not ignore the fact that Palantir's stock has depreciated by over 45% from its all-time high, it also hasn't moved much since we started&nbsp;covering&nbsp;the company on Seeking Alpha in March, and we continue to believe that not a lot of shareholder value will be created anytime soon.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/448991dec6028a9ec320f12e9d0f14f1\" tg-width=\"1280\" tg-height=\"443\" width=\"100%\" height=\"auto\"><span>Chart: Seeking Alpha</span></p>\n<p>The latest earnings&nbsp;report&nbsp;for Q2, which was released earlier this month, showed that Palantir is still unable to improve its bottom-line performance despite growing its business. While its revenue has&nbsp;increased&nbsp;by 10.1% Q/Q to $375.64 million and its gross profit has increased by 6.6% Q/Q to $284.7 million, its operating loss has increased at a greater rate of 28.2% Q/Q to -$146.1 million, while its net loss has widened by 12.2% Q/Q to -$138.6 million. The reason for such a weak performance is the excessive stock-based compensation program, which will prevent the company from reporting a profit, as already over $400 million were spent on the SBC program in the first six months of the current fiscal year. In Q2 alone, Palantir increased its stock-based compensation expenses by 82% Y/Y to $232.7 million, and further expenses in Q3 and Q4 will overshadow any growth of revenues or FCF this year.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d7dd0114d8a61c1246ef79b64fbc68f2\" tg-width=\"748\" tg-height=\"129\" width=\"100%\" height=\"auto\"><span>Source: Palantir</span></p>\n<p>Another problem with the excessive SBC program is that it constantly dilutes Palantir's shareholders. The company already has 1.89 billion shares outstanding, up&nbsp;from1.8 billion shares a month ago and up from 1.52 billion shares at the end of 2020. At the current dilution rate, investors should expect the company to have over 2 billion shares by the end of this year. This will not only diminish the stock value of current holders but will also make it harder for shares to appreciate higher due to the greater count. If in 2019 and 2020 Palantir's revenue per share stood at $1.29 per share and $1.12 per share, respectively, in the last trailing twelve months revenue per share has already declined to only $0.83 per share and is likely going to depreciate further in the following quarters. On top of that, considering that Palantir still has 417,674 options outstanding at the end of Q2 at the average exercise price of $6.90 per share, the risk of further dilution will remain high, especially since once all of those options are exercised, they will dilute all the investors by over 20%.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0d64c44e10997f737309cf33d72b9c15\" tg-width=\"760\" tg-height=\"166\" width=\"100%\" height=\"auto\"><span>Source: Palantir</span></p>\n<p>On top of all of this, the company's insiders and its CEO Alex Karp in particular continue to add additional selling pressure, which prevents shares from rising higher as well. In Q2 alone the company's insiders&nbsp;sold&nbsp;a record $197 million worth of Palantir's shares, while in the first half of Q3 they already sold $93 million worth of the company's shares, nearly the same amount that they sold in Q1. As more shares are being dumped into the market, it becomes harder and harder for the stock to rise. Considering that it's unlikely that insiders stop selling their shares, as they still own over 10% of outstanding shares and are increasing their total number of shares by exercising options every quarter, average shareholders shouldn't expect a rapid appreciation of Palantir's stock in the foreseeable future.</p>\n<p>Another downside of Palantir is that, even at the current price, it's not a cheap stock at all; with a market cap of $47 billion, it trades at 30 times its sales. As a result, an even greater top-line growth rate is required for the company to reach its current valuation, and that's unlikely to happen anytime soon. Currently, the street&nbsp;expects&nbsp;Palantir to generate only $1.5 billion in revenues in FY21, and by 2025 it's unlikely that the company will be able to generate annual revenue of over $3.5 billion. Considering that at this stage, Palantir has a backlog of contracts worth only $3.4 billion, which are extended over the next few years, it's safe to say that its stock is significantly overvalued at the current levels. We don't see how the company will grow into its current market value in the next few years, and since its shares currently trade close to the&nbsp;consensus&nbsp;price of $24.16 per share, it's safe to assume that Palantir has limited upside at the current levels.</p>\n<p><b>Takeaway</b></p>\n<p>Bullish investors in the comment section of our articles on Palantir often keep repeating that Amazon (AMZN) was also unprofitable for more than two decades, so the fact that Palantir is being unprofitable as well is not that big a deal at this stage. However, Amazon was reinvesting most of the available resources back into its business to aggressively drive growth, which in the end was justifiable, as the company is now making money every quarter and is the biggest eCommerce company in the world. The same is not the case for Palantir, where insiders are constantly issuing new shares and then dumping them into the market, which constantly dilutes the existing shareholders, widens the overall net loss, and doesn't benefit the business. On top of that, Palantir is now investing in cryptocurrencies, SPACs, and gold bars, instead of its own business, which is something that Amazon wasn't doing and is not doing today. That's why comparing Palantir to Amazon doesn't make any sense.</p>\n<p>Considering this, we believe that it's unlikely that Palantir's stock will be able to appreciate significantly higher anytime soon, as the increased selling pressure, constant dilution, and overvaluation are the main reasons why its upside will remain limited at the current price. Therefore, no position.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir: Shareholder Unfriendly Company With Limited Upside</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir: Shareholder Unfriendly Company With Limited Upside\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-25 22:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4451225-palantir-shareholder-unfriendly-company-with-limited-upside-pltr><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nPalantir continues to widen its net loss despite improving its top-line performance.\nThe excessive stock-based compensation program continues to eat all the profits and overshadows any growth...</p>\n\n<a href=\"https://seekingalpha.com/article/4451225-palantir-shareholder-unfriendly-company-with-limited-upside-pltr\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4451225-palantir-shareholder-unfriendly-company-with-limited-upside-pltr","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195506103","content_text":"Summary\n\nPalantir continues to widen its net loss despite improving its top-line performance.\nThe excessive stock-based compensation program continues to eat all the profits and overshadows any growth of revenues or FCF.\nWe stick to our opinion that Palantir is not going to be able to create a lot of shareholder value anytime soon.\n\nMichael Vi/iStock Editorial via Getty Images\nThe recent Q2 earnings report showed that Palantir (PLTR) continues to struggle to improve its bottom-line performance, as the company spends too much on its excessive stock-based compensation program, which eats all the profits and overshadows any growth of revenues or FCF. In addition, the massive dilution since the beginning of the year and the constant selling pressure from the company's insiders are preventing Palantir's shares from appreciating as well. Also, the fact that Palantir has underperformed against the S&P 500 index in recent months and its stock hasn't moved much since March proves our point that the company is not an attractive investment at this stage, as there's every reason to believe that not a lot of shareholder value will be created anytime soon. For that reason, we continue to believe that it's better to invest in other, more attractive opportunities on the market and avoid Palantir.\nThere's Nothing Attractive About This Stock\nA lot has been said about Palantir's business and its advantages against other competitors in recent articles on the company, so we won't be discussing it in this article. However, while Palantir certainly has some major advantages since its software solutions are hard to replicate, we also believe that at this stage it doesn't matter how strong its business is, as certain factors are likely going to continue to prevent the company's stock from appreciating anytime soon. Let's not ignore the fact that Palantir's stock has depreciated by over 45% from its all-time high, it also hasn't moved much since we started covering the company on Seeking Alpha in March, and we continue to believe that not a lot of shareholder value will be created anytime soon.\nChart: Seeking Alpha\nThe latest earnings report for Q2, which was released earlier this month, showed that Palantir is still unable to improve its bottom-line performance despite growing its business. While its revenue has increased by 10.1% Q/Q to $375.64 million and its gross profit has increased by 6.6% Q/Q to $284.7 million, its operating loss has increased at a greater rate of 28.2% Q/Q to -$146.1 million, while its net loss has widened by 12.2% Q/Q to -$138.6 million. The reason for such a weak performance is the excessive stock-based compensation program, which will prevent the company from reporting a profit, as already over $400 million were spent on the SBC program in the first six months of the current fiscal year. In Q2 alone, Palantir increased its stock-based compensation expenses by 82% Y/Y to $232.7 million, and further expenses in Q3 and Q4 will overshadow any growth of revenues or FCF this year.\nSource: Palantir\nAnother problem with the excessive SBC program is that it constantly dilutes Palantir's shareholders. The company already has 1.89 billion shares outstanding, up from1.8 billion shares a month ago and up from 1.52 billion shares at the end of 2020. At the current dilution rate, investors should expect the company to have over 2 billion shares by the end of this year. This will not only diminish the stock value of current holders but will also make it harder for shares to appreciate higher due to the greater count. If in 2019 and 2020 Palantir's revenue per share stood at $1.29 per share and $1.12 per share, respectively, in the last trailing twelve months revenue per share has already declined to only $0.83 per share and is likely going to depreciate further in the following quarters. On top of that, considering that Palantir still has 417,674 options outstanding at the end of Q2 at the average exercise price of $6.90 per share, the risk of further dilution will remain high, especially since once all of those options are exercised, they will dilute all the investors by over 20%.\nSource: Palantir\nOn top of all of this, the company's insiders and its CEO Alex Karp in particular continue to add additional selling pressure, which prevents shares from rising higher as well. In Q2 alone the company's insiders sold a record $197 million worth of Palantir's shares, while in the first half of Q3 they already sold $93 million worth of the company's shares, nearly the same amount that they sold in Q1. As more shares are being dumped into the market, it becomes harder and harder for the stock to rise. Considering that it's unlikely that insiders stop selling their shares, as they still own over 10% of outstanding shares and are increasing their total number of shares by exercising options every quarter, average shareholders shouldn't expect a rapid appreciation of Palantir's stock in the foreseeable future.\nAnother downside of Palantir is that, even at the current price, it's not a cheap stock at all; with a market cap of $47 billion, it trades at 30 times its sales. As a result, an even greater top-line growth rate is required for the company to reach its current valuation, and that's unlikely to happen anytime soon. Currently, the street expects Palantir to generate only $1.5 billion in revenues in FY21, and by 2025 it's unlikely that the company will be able to generate annual revenue of over $3.5 billion. Considering that at this stage, Palantir has a backlog of contracts worth only $3.4 billion, which are extended over the next few years, it's safe to say that its stock is significantly overvalued at the current levels. We don't see how the company will grow into its current market value in the next few years, and since its shares currently trade close to the consensus price of $24.16 per share, it's safe to assume that Palantir has limited upside at the current levels.\nTakeaway\nBullish investors in the comment section of our articles on Palantir often keep repeating that Amazon (AMZN) was also unprofitable for more than two decades, so the fact that Palantir is being unprofitable as well is not that big a deal at this stage. However, Amazon was reinvesting most of the available resources back into its business to aggressively drive growth, which in the end was justifiable, as the company is now making money every quarter and is the biggest eCommerce company in the world. The same is not the case for Palantir, where insiders are constantly issuing new shares and then dumping them into the market, which constantly dilutes the existing shareholders, widens the overall net loss, and doesn't benefit the business. On top of that, Palantir is now investing in cryptocurrencies, SPACs, and gold bars, instead of its own business, which is something that Amazon wasn't doing and is not doing today. That's why comparing Palantir to Amazon doesn't make any sense.\nConsidering this, we believe that it's unlikely that Palantir's stock will be able to appreciate significantly higher anytime soon, as the increased selling pressure, constant dilution, and overvaluation are the main reasons why its upside will remain limited at the current price. Therefore, no position.","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":413,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":834485278,"gmtCreate":1629819125294,"gmtModify":1676530142406,"author":{"id":"3575626976695048","authorId":"3575626976695048","name":"WwwQY","avatar":"https://static.tigerbbs.com/6f9c22c265d387847e42f1190cd93d36","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575626976695048","authorIdStr":"3575626976695048"},"themes":[],"htmlText":"Buy Buy Buy&nbsp;","listText":"Buy Buy Buy&nbsp;","text":"Buy Buy Buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/834485278","repostId":"1189203464","repostType":4,"isVote":1,"tweetType":1,"viewCount":373,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":831214698,"gmtCreate":1629329945314,"gmtModify":1676530002608,"author":{"id":"3575626976695048","authorId":"3575626976695048","name":"WwwQY","avatar":"https://static.tigerbbs.com/6f9c22c265d387847e42f1190cd93d36","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575626976695048","authorIdStr":"3575626976695048"},"themes":[],"htmlText":"Reality taking over hype","listText":"Reality taking over hype","text":"Reality taking over hype","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/831214698","repostId":"1173912409","repostType":4,"repost":{"id":"1173912409","kind":"news","pubTimestamp":1629328047,"share":"https://ttm.financial/m/news/1173912409?lang=en_US&edition=fundamental","pubTime":"2021-08-19 07:07","market":"us","language":"en","title":"Stocks End the Day in an Ugly Way After Fed Minutes Show Taper Talk Is Serious","url":"https://stock-news.laohu8.com/highlight/detail?id=1173912409","media":"Barrons","summary":"Stocks sold off Wednesday after the release of the minutes of the Federal Reserve’s July meeting.\nTh","content":"<p>Stocks sold off Wednesday after the release of the minutes of the Federal Reserve’s July meeting.</p>\n<p>The&nbsp;Dow Jones Industrial Average&nbsp;dropped 383 points, or 1.1%, while the S&amp;P 500&nbsp;fell 1.1%. The Nasdaq Composite&nbsp;declined 0.9%. All three finished near their lows of the day.</p>\n<p>Fed governors have been dropping hints in recent weeks that the beginning of the end of the central bank’s bond buying was nearing, and the minutes confirmed that&nbsp;taperingis at hand. “Most participants noted that …it could be appropriate to start reducing the pace of asset purchases this year,” the minutes read.</p>\n<p>The assessment comes as&nbsp;the economy has recovered quickly, and reflects that the Fed is now focused on when—and how quickly—to remove support from the economy.</p>\n<p>The selloff was broad. About 83% of S&amp;P 500 stocks fell on the day, according to FactSet. This dynamics often reflects concern about how the market will perform without the Fed there to support it.</p>\n<p>Now, it’s just a question of when tapering will begin. It’ “is going to be September or December,” said Dave Wagner, portfolio manager and analyst at Aptus Capital Advisors. “Everyone is focusing on Jackson Hole in my opinion,” he continued, referring to the conclave of central bankers that occurs later this month in Jackson Hole, Wyo.</p>\n<p>Strangely, the bond market didn’t react all that much, with the 10-year Treasury yield closing at 1.27%, where it hovered for most of the day. The 2-year yield, which often moves higher when market participants see the Fed hiking short-term interest rates sooner, ended at 0.21%, lower than the 0.22% it hit in the morning.</p>\n<p>“I don’t think we’ve learned anything new,” said Tom Graff, head of fixed income at Brown Advisory. Graff added that the consensus for a short-term interest rate hikes in 2022 or 2023 hasn’t changed.</p>\n<p>A weak market, however, couldn’t keep some stocks down. For some, it was about earnings.Lowe’s&nbsp;(ticker: LOW) stock rose 9.6% after&nbsp;reporting a profit&nbsp;of $4.25 a share, beating estimates of $4.01 a share, on sales of $27.6 billion, above expectations for $26.9 billion.TJX&nbsp;(TJX) stock rose 6% after reporting&nbsp;a profit&nbsp;of 64 cents a share, beating estimates of 59 cents a share, on sales of $12.1 billion, above expectations for $11 billion.</p>\n<p>Others were buoyed by analyst upgrades, with ViacomCBS (VIAC) stock rose 3.7% after getting upgraded to Overweight from Equal Weight at Wells Fargo, and BlackBerry (BB) stock gained 4.2% after getting upgraded to Hold from Sell at Canaccord Genuity.</p>\n<p>Tilray&nbsp;(TLRY) stock rose 1.1% after the company bought senior secured convertible notes in marijuana company&nbsp;MedMen Enterprises.&nbsp;The notes would convert into an equity stake if&nbsp;cannabis is legalized in the U.S.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Stocks End the Day in an Ugly Way After Fed Minutes Show Taper Talk Is Serious</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nStocks End the Day in an Ugly Way After Fed Minutes Show Taper Talk Is Serious\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-19 07:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/stock-market-today-51629283162?mod=hp_LEAD_1><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Stocks sold off Wednesday after the release of the minutes of the Federal Reserve’s July meeting.\nThe Dow Jones Industrial Average dropped 383 points, or 1.1%, while the S&P 500 fell 1.1%. The Nasdaq ...</p>\n\n<a href=\"https://www.barrons.com/articles/stock-market-today-51629283162?mod=hp_LEAD_1\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index","TJX":"The TJX Companies Inc.","LOW":"劳氏","BB":"黑莓",".IXIC":"NASDAQ Composite","TLRY":"Tilray Inc.",".DJI":"道琼斯"},"source_url":"https://www.barrons.com/articles/stock-market-today-51629283162?mod=hp_LEAD_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173912409","content_text":"Stocks sold off Wednesday after the release of the minutes of the Federal Reserve’s July meeting.\nThe Dow Jones Industrial Average dropped 383 points, or 1.1%, while the S&P 500 fell 1.1%. The Nasdaq Composite declined 0.9%. All three finished near their lows of the day.\nFed governors have been dropping hints in recent weeks that the beginning of the end of the central bank’s bond buying was nearing, and the minutes confirmed that taperingis at hand. “Most participants noted that …it could be appropriate to start reducing the pace of asset purchases this year,” the minutes read.\nThe assessment comes as the economy has recovered quickly, and reflects that the Fed is now focused on when—and how quickly—to remove support from the economy.\nThe selloff was broad. About 83% of S&P 500 stocks fell on the day, according to FactSet. This dynamics often reflects concern about how the market will perform without the Fed there to support it.\nNow, it’s just a question of when tapering will begin. It’ “is going to be September or December,” said Dave Wagner, portfolio manager and analyst at Aptus Capital Advisors. “Everyone is focusing on Jackson Hole in my opinion,” he continued, referring to the conclave of central bankers that occurs later this month in Jackson Hole, Wyo.\nStrangely, the bond market didn’t react all that much, with the 10-year Treasury yield closing at 1.27%, where it hovered for most of the day. The 2-year yield, which often moves higher when market participants see the Fed hiking short-term interest rates sooner, ended at 0.21%, lower than the 0.22% it hit in the morning.\n“I don’t think we’ve learned anything new,” said Tom Graff, head of fixed income at Brown Advisory. Graff added that the consensus for a short-term interest rate hikes in 2022 or 2023 hasn’t changed.\nA weak market, however, couldn’t keep some stocks down. For some, it was about earnings.Lowe’s (ticker: LOW) stock rose 9.6% after reporting a profit of $4.25 a share, beating estimates of $4.01 a share, on sales of $27.6 billion, above expectations for $26.9 billion.TJX (TJX) stock rose 6% after reporting a profit of 64 cents a share, beating estimates of 59 cents a share, on sales of $12.1 billion, above expectations for $11 billion.\nOthers were buoyed by analyst upgrades, with ViacomCBS (VIAC) stock rose 3.7% after getting upgraded to Overweight from Equal Weight at Wells Fargo, and BlackBerry (BB) stock gained 4.2% after getting upgraded to Hold from Sell at Canaccord Genuity.\nTilray (TLRY) stock rose 1.1% after the company bought senior secured convertible notes in marijuana company MedMen Enterprises. The notes would convert into an equity stake if cannabis is legalized in the U.S.","news_type":1,"symbols_score_info":{"LOW":0.9,".DJI":0.9,"TJX":0.9,".IXIC":0.9,"VIAC":0.9,"TLRY":0.9,"BB":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":524,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}