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2022-01-11

[Facepalm]

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2022-01-11

[Sad]

Merck Expects COVID-19 Pill Molnupiravir to Be Effective against Omicron

2022-01-11

[smile]

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2022-01-02

[smile]

These dividend-paying companies can help to fade big tech and play a broader economic recovery

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This mechanism in molecule (will) work for Omicron, and I would imagine against any variant that comes up,&#34; Dean Li, president of Merck Research Laboratories, said at J.P. Morgan&#39;s annual healthcare conference.</p><p>Data on molnupiravir&#39;s impact against Omicron is not yet available, but the pill was shown to be 30% effective at reducing hospitalizations and deaths, based on data from 1,433 patients, as per latest data released in November.</p><p>However, this data showed significantly less effectiveness as compared to the previous figure of 50%.</p><p>The pill had received authorization from the U.S. Food and Drug Administration last month, as well as in several other countries like the UK, Japan and India, with various countries including U.S. signing agreements to buy the drug.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MRK":"默沙东","BK4559":"巴菲特持仓","BK4007":"制药","BK4550":"红杉资本持仓","BK4516":"特朗普概念","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2202627093","content_text":"Merck's COVID-19 oral pill molnupiravir has a mechanism of action that can work against Omicron and any other variant, a company executive said on Monday.\"We're very confident that it will effect Omicron ... This mechanism in molecule (will) work for Omicron, and I would imagine against any variant that comes up,\" Dean Li, president of Merck Research Laboratories, said at J.P. Morgan's annual healthcare conference.Data on molnupiravir's impact against Omicron is not yet available, but the pill was shown to be 30% effective at reducing hospitalizations and deaths, based on data from 1,433 patients, as per latest data released in November.However, this data showed significantly less effectiveness as compared to the previous figure of 50%.The pill had received authorization from the U.S. Food and Drug Administration last month, as well as in several other countries like the UK, Japan and India, with various countries including U.S. signing agreements to buy the drug.","news_type":1,"symbols_score_info":{"MRK":1}},"isVote":1,"tweetType":1,"viewCount":1153,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9002035794,"gmtCreate":1641861208114,"gmtModify":1676533655692,"author":{"id":"3581561169225577","authorId":"3581561169225577","name":"LLiM","avatar":"https://static.tigerbbs.com/8fcbc1183a18838d98fbaaf0bcccc4df","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581561169225577","idStr":"3581561169225577"},"themes":[],"htmlText":"[smile]&nbsp;","listText":"[smile]&nbsp;","text":"[smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9002035794","repostId":"2202709382","repostType":4,"isVote":1,"tweetType":1,"viewCount":1648,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9001037626,"gmtCreate":1641100039983,"gmtModify":1676533572607,"author":{"id":"3581561169225577","authorId":"3581561169225577","name":"LLiM","avatar":"https://static.tigerbbs.com/8fcbc1183a18838d98fbaaf0bcccc4df","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581561169225577","idStr":"3581561169225577"},"themes":[],"htmlText":"[smile]&nbsp;","listText":"[smile]&nbsp;","text":"[smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9001037626","repostId":"2195641730","repostType":4,"repost":{"id":"2195641730","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":1640953756,"share":"https://ttm.financial/m/news/2195641730?lang=en_US&edition=fundamental","pubTime":"2021-12-31 20:29","market":"us","language":"en","title":"These dividend-paying companies can help to fade big tech and play a broader economic recovery","url":"https://stock-news.laohu8.com/highlight/detail?id=2195641730","media":"Dow Jones","summary":"If 2020 was the year for the stay-at-home stocks, well, 2021 wasn't. Bloomberg columnist John Auther","content":"<html><head></head><body><p>If 2020 was the year for the stay-at-home stocks, well, 2021 wasn&#39;t. Bloomberg columnist John Authers points out that an investor who shorted the S&amp;P 500 home entertainment stocks and invested in regional malls instead would have returned a hefty 120% gain this year.</p><p>So is the recovery story totally done? Maybe not. Need to Know recently examined what an artificial intelligence-driven portfolio manager was doing -- shedding big tech names such as Microsoft, Alphabet and Amazon.com for a more well-rounded portfolio.</p><p>Kevin Muir, author of the Macro Tourist blog and a former institutional equity derivatives trader, is expecting what he calls a violent rotation out of large-cap growth into more value-type names in the first quarter. U.S. economic growth is shifting to one driven by the lower end of the wealth spectrum, boosted by fiscal instead of monetary stimulus, which will lead to what he calls a regular, old-fashioned economic expansion. &#34;This means stocks like industrials and other boring companies that facilitate traditional economic growth are what you want to own,&#34; he writes.</p><p>But how to do that? There&#39;s an exchange-traded fund, the ProShares S&amp;P 500 Dividend Aristrocrats, based on an index that limits membership to S&amp;P 500 companies that have raised their dividend for 25 consecutive years. MarketWatch data show the fund&#39;s top sector exposures are industrials, with a 23% weighting, and consumer goods, with 20%, and only 3% exposure to technology.</p><p>The opposite, says Muir, of a zero-coupon-like growth stock would be a high-paying stable dividend company. &#34;If you are looking for a way to fade the Top 8 basket dominance, then what better way than owning a bunch of companies that pay regular dividends, aren&#39;t bid to the moon with speculative exuberance, and will participate in the upcoming economic upswing,&#34; says Muir.</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>These dividend-paying companies can help to fade big tech and play a broader economic recovery</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\">\nThese dividend-paying companies can help to fade big tech and play a broader economic recovery\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\">2021-12-31 20:29</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>If 2020 was the year for the stay-at-home stocks, well, 2021 wasn&#39;t. Bloomberg columnist John Authers points out that an investor who shorted the S&amp;P 500 home entertainment stocks and invested in regional malls instead would have returned a hefty 120% gain this year.</p><p>So is the recovery story totally done? Maybe not. Need to Know recently examined what an artificial intelligence-driven portfolio manager was doing -- shedding big tech names such as Microsoft, Alphabet and Amazon.com for a more well-rounded portfolio.</p><p>Kevin Muir, author of the Macro Tourist blog and a former institutional equity derivatives trader, is expecting what he calls a violent rotation out of large-cap growth into more value-type names in the first quarter. U.S. economic growth is shifting to one driven by the lower end of the wealth spectrum, boosted by fiscal instead of monetary stimulus, which will lead to what he calls a regular, old-fashioned economic expansion. &#34;This means stocks like industrials and other boring companies that facilitate traditional economic growth are what you want to own,&#34; he writes.</p><p>But how to do that? There&#39;s an exchange-traded fund, the ProShares S&amp;P 500 Dividend Aristrocrats, based on an index that limits membership to S&amp;P 500 companies that have raised their dividend for 25 consecutive years. MarketWatch data show the fund&#39;s top sector exposures are industrials, with a 23% weighting, and consumer goods, with 20%, and only 3% exposure to technology.</p><p>The opposite, says Muir, of a zero-coupon-like growth stock would be a high-paying stable dividend company. &#34;If you are looking for a way to fade the Top 8 basket dominance, then what better way than owning a bunch of companies that pay regular dividends, aren&#39;t bid to the moon with speculative exuberance, and will participate in the upcoming economic upswing,&#34; says Muir.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4568":"美国抗疫概念","BK4550":"红杉资本持仓","BK4507":"流媒体概念","BK4548":"巴美列捷福持仓","NOBL":"ProShares S&P 500 Aristocrats ETF","BK4007":"制药","BK4551":"寇图资本持仓","BK4525":"远程办公概念","AMZN":"亚马逊","BK4201":"综合性石油与天然气企业","BK4561":"索罗斯持仓","PFE":"辉瑞","BK4524":"宅经济概念","BK4097":"系统软件","BK4554":"元宇宙及AR概念","MSFT":"微软","BK4532":"文艺复兴科技持仓","BK4527":"明星科技股","V":"Visa","BK4077":"互动媒体与服务","BK4567":"ESG概念","XOM":"埃克森美孚","BK4534":"瑞士信贷持仓","BK4514":"搜索引擎","BK4503":"景林资产持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4122":"互联网与直销零售","MA":"万事达","BK4566":"资本集团","BK4528":"SaaS概念","BK4516":"特朗普概念","BK4106":"数据处理与外包服务","MRK":"默沙东","BK4535":"淡马锡持仓","BK4559":"巴菲特持仓","GOOGL":"谷歌A","BK4504":"桥水持仓","BK4538":"云计算"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2195641730","content_text":"If 2020 was the year for the stay-at-home stocks, well, 2021 wasn't. Bloomberg columnist John Authers points out that an investor who shorted the S&P 500 home entertainment stocks and invested in regional malls instead would have returned a hefty 120% gain this year.So is the recovery story totally done? Maybe not. Need to Know recently examined what an artificial intelligence-driven portfolio manager was doing -- shedding big tech names such as Microsoft, Alphabet and Amazon.com for a more well-rounded portfolio.Kevin Muir, author of the Macro Tourist blog and a former institutional equity derivatives trader, is expecting what he calls a violent rotation out of large-cap growth into more value-type names in the first quarter. U.S. economic growth is shifting to one driven by the lower end of the wealth spectrum, boosted by fiscal instead of monetary stimulus, which will lead to what he calls a regular, old-fashioned economic expansion. \"This means stocks like industrials and other boring companies that facilitate traditional economic growth are what you want to own,\" he writes.But how to do that? There's an exchange-traded fund, the ProShares S&P 500 Dividend Aristrocrats, based on an index that limits membership to S&P 500 companies that have raised their dividend for 25 consecutive years. MarketWatch data show the fund's top sector exposures are industrials, with a 23% weighting, and consumer goods, with 20%, and only 3% exposure to technology.The opposite, says Muir, of a zero-coupon-like growth stock would be a high-paying stable dividend company. \"If you are looking for a way to fade the Top 8 basket dominance, then what better way than owning a bunch of companies that pay regular dividends, aren't bid to the moon with speculative exuberance, and will participate in the upcoming economic upswing,\" says Muir.","news_type":1,"symbols_score_info":{"MRK":0.9,"V":1,"NOBL":0.9,"GOOGL":1,"XOM":1,"AMZN":1,"MA":1,"MSFT":1,"END":1,"PFE":0.9}},"isVote":1,"tweetType":1,"viewCount":1084,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9002035794,"gmtCreate":1641861208114,"gmtModify":1676533655692,"author":{"id":"3581561169225577","authorId":"3581561169225577","name":"LLiM","avatar":"https://static.tigerbbs.com/8fcbc1183a18838d98fbaaf0bcccc4df","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581561169225577","idStr":"3581561169225577"},"themes":[],"htmlText":"[smile]&nbsp;","listText":"[smile]&nbsp;","text":"[smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9002035794","repostId":"2202709382","repostType":4,"isVote":1,"tweetType":1,"viewCount":1648,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9001037626,"gmtCreate":1641100039983,"gmtModify":1676533572607,"author":{"id":"3581561169225577","authorId":"3581561169225577","name":"LLiM","avatar":"https://static.tigerbbs.com/8fcbc1183a18838d98fbaaf0bcccc4df","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581561169225577","idStr":"3581561169225577"},"themes":[],"htmlText":"[smile]&nbsp;","listText":"[smile]&nbsp;","text":"[smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9001037626","repostId":"2195641730","repostType":4,"repost":{"id":"2195641730","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":1640953756,"share":"https://ttm.financial/m/news/2195641730?lang=en_US&edition=fundamental","pubTime":"2021-12-31 20:29","market":"us","language":"en","title":"These dividend-paying companies can help to fade big tech and play a broader economic recovery","url":"https://stock-news.laohu8.com/highlight/detail?id=2195641730","media":"Dow Jones","summary":"If 2020 was the year for the stay-at-home stocks, well, 2021 wasn't. Bloomberg columnist John Auther","content":"<html><head></head><body><p>If 2020 was the year for the stay-at-home stocks, well, 2021 wasn&#39;t. Bloomberg columnist John Authers points out that an investor who shorted the S&amp;P 500 home entertainment stocks and invested in regional malls instead would have returned a hefty 120% gain this year.</p><p>So is the recovery story totally done? Maybe not. Need to Know recently examined what an artificial intelligence-driven portfolio manager was doing -- shedding big tech names such as Microsoft, Alphabet and Amazon.com for a more well-rounded portfolio.</p><p>Kevin Muir, author of the Macro Tourist blog and a former institutional equity derivatives trader, is expecting what he calls a violent rotation out of large-cap growth into more value-type names in the first quarter. U.S. economic growth is shifting to one driven by the lower end of the wealth spectrum, boosted by fiscal instead of monetary stimulus, which will lead to what he calls a regular, old-fashioned economic expansion. &#34;This means stocks like industrials and other boring companies that facilitate traditional economic growth are what you want to own,&#34; he writes.</p><p>But how to do that? There&#39;s an exchange-traded fund, the ProShares S&amp;P 500 Dividend Aristrocrats, based on an index that limits membership to S&amp;P 500 companies that have raised their dividend for 25 consecutive years. MarketWatch data show the fund&#39;s top sector exposures are industrials, with a 23% weighting, and consumer goods, with 20%, and only 3% exposure to technology.</p><p>The opposite, says Muir, of a zero-coupon-like growth stock would be a high-paying stable dividend company. &#34;If you are looking for a way to fade the Top 8 basket dominance, then what better way than owning a bunch of companies that pay regular dividends, aren&#39;t bid to the moon with speculative exuberance, and will participate in the upcoming economic upswing,&#34; says Muir.</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>These dividend-paying companies can help to fade big tech and play a broader economic recovery</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\">\nThese dividend-paying companies can help to fade big tech and play a broader economic recovery\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\">2021-12-31 20:29</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>If 2020 was the year for the stay-at-home stocks, well, 2021 wasn&#39;t. Bloomberg columnist John Authers points out that an investor who shorted the S&amp;P 500 home entertainment stocks and invested in regional malls instead would have returned a hefty 120% gain this year.</p><p>So is the recovery story totally done? Maybe not. Need to Know recently examined what an artificial intelligence-driven portfolio manager was doing -- shedding big tech names such as Microsoft, Alphabet and Amazon.com for a more well-rounded portfolio.</p><p>Kevin Muir, author of the Macro Tourist blog and a former institutional equity derivatives trader, is expecting what he calls a violent rotation out of large-cap growth into more value-type names in the first quarter. U.S. economic growth is shifting to one driven by the lower end of the wealth spectrum, boosted by fiscal instead of monetary stimulus, which will lead to what he calls a regular, old-fashioned economic expansion. &#34;This means stocks like industrials and other boring companies that facilitate traditional economic growth are what you want to own,&#34; he writes.</p><p>But how to do that? There&#39;s an exchange-traded fund, the ProShares S&amp;P 500 Dividend Aristrocrats, based on an index that limits membership to S&amp;P 500 companies that have raised their dividend for 25 consecutive years. MarketWatch data show the fund&#39;s top sector exposures are industrials, with a 23% weighting, and consumer goods, with 20%, and only 3% exposure to technology.</p><p>The opposite, says Muir, of a zero-coupon-like growth stock would be a high-paying stable dividend company. &#34;If you are looking for a way to fade the Top 8 basket dominance, then what better way than owning a bunch of companies that pay regular dividends, aren&#39;t bid to the moon with speculative exuberance, and will participate in the upcoming economic upswing,&#34; says Muir.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4568":"美国抗疫概念","BK4550":"红杉资本持仓","BK4507":"流媒体概念","BK4548":"巴美列捷福持仓","NOBL":"ProShares S&P 500 Aristocrats ETF","BK4007":"制药","BK4551":"寇图资本持仓","BK4525":"远程办公概念","AMZN":"亚马逊","BK4201":"综合性石油与天然气企业","BK4561":"索罗斯持仓","PFE":"辉瑞","BK4524":"宅经济概念","BK4097":"系统软件","BK4554":"元宇宙及AR概念","MSFT":"微软","BK4532":"文艺复兴科技持仓","BK4527":"明星科技股","V":"Visa","BK4077":"互动媒体与服务","BK4567":"ESG概念","XOM":"埃克森美孚","BK4534":"瑞士信贷持仓","BK4514":"搜索引擎","BK4503":"景林资产持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4122":"互联网与直销零售","MA":"万事达","BK4566":"资本集团","BK4528":"SaaS概念","BK4516":"特朗普概念","BK4106":"数据处理与外包服务","MRK":"默沙东","BK4535":"淡马锡持仓","BK4559":"巴菲特持仓","GOOGL":"谷歌A","BK4504":"桥水持仓","BK4538":"云计算"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2195641730","content_text":"If 2020 was the year for the stay-at-home stocks, well, 2021 wasn't. Bloomberg columnist John Authers points out that an investor who shorted the S&P 500 home entertainment stocks and invested in regional malls instead would have returned a hefty 120% gain this year.So is the recovery story totally done? Maybe not. Need to Know recently examined what an artificial intelligence-driven portfolio manager was doing -- shedding big tech names such as Microsoft, Alphabet and Amazon.com for a more well-rounded portfolio.Kevin Muir, author of the Macro Tourist blog and a former institutional equity derivatives trader, is expecting what he calls a violent rotation out of large-cap growth into more value-type names in the first quarter. U.S. economic growth is shifting to one driven by the lower end of the wealth spectrum, boosted by fiscal instead of monetary stimulus, which will lead to what he calls a regular, old-fashioned economic expansion. \"This means stocks like industrials and other boring companies that facilitate traditional economic growth are what you want to own,\" he writes.But how to do that? There's an exchange-traded fund, the ProShares S&P 500 Dividend Aristrocrats, based on an index that limits membership to S&P 500 companies that have raised their dividend for 25 consecutive years. MarketWatch data show the fund's top sector exposures are industrials, with a 23% weighting, and consumer goods, with 20%, and only 3% exposure to technology.The opposite, says Muir, of a zero-coupon-like growth stock would be a high-paying stable dividend company. \"If you are looking for a way to fade the Top 8 basket dominance, then what better way than owning a bunch of companies that pay regular dividends, aren't bid to the moon with speculative exuberance, and will participate in the upcoming economic upswing,\" says Muir.","news_type":1,"symbols_score_info":{"MRK":0.9,"V":1,"NOBL":0.9,"GOOGL":1,"XOM":1,"AMZN":1,"MA":1,"MSFT":1,"END":1,"PFE":0.9}},"isVote":1,"tweetType":1,"viewCount":1084,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9002034817,"gmtCreate":1641861221305,"gmtModify":1676533655709,"author":{"id":"3581561169225577","authorId":"3581561169225577","name":"LLiM","avatar":"https://static.tigerbbs.com/8fcbc1183a18838d98fbaaf0bcccc4df","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581561169225577","idStr":"3581561169225577"},"themes":[],"htmlText":"[Sad]&nbsp;","listText":"[Sad]&nbsp;","text":"[Sad]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9002034817","repostId":"2202627093","repostType":4,"repost":{"id":"2202627093","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":1641860241,"share":"https://ttm.financial/m/news/2202627093?lang=en_US&edition=fundamental","pubTime":"2022-01-11 08:17","market":"us","language":"en","title":"Merck Expects COVID-19 Pill Molnupiravir to Be Effective against Omicron","url":"https://stock-news.laohu8.com/highlight/detail?id=2202627093","media":"Reuters","summary":"Merck's COVID-19 oral pill molnupiravir has a mechanism of action that can work against Omicron and ","content":"<html><head></head><body><p>Merck&#39;s COVID-19 oral pill molnupiravir has a mechanism of action that can work against Omicron and any other variant, a company executive said on Monday.</p><p>&#34;We&#39;re very confident that it will effect Omicron ... This mechanism in molecule (will) work for Omicron, and I would imagine against any variant that comes up,&#34; Dean Li, president of Merck Research Laboratories, said at J.P. Morgan&#39;s annual healthcare conference.</p><p>Data on molnupiravir&#39;s impact against Omicron is not yet available, but the pill was shown to be 30% effective at reducing hospitalizations and deaths, based on data from 1,433 patients, as per latest data released in November.</p><p>However, this data showed significantly less effectiveness as compared to the previous figure of 50%.</p><p>The pill had received authorization from the U.S. Food and Drug Administration last month, as well as in several other countries like the UK, Japan and India, with various countries including U.S. signing agreements to buy the drug.</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>Merck Expects COVID-19 Pill Molnupiravir to Be Effective against Omicron</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\">\nMerck Expects COVID-19 Pill Molnupiravir to Be Effective against Omicron\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\">2022-01-11 08:17</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Merck&#39;s COVID-19 oral pill molnupiravir has a mechanism of action that can work against Omicron and any other variant, a company executive said on Monday.</p><p>&#34;We&#39;re very confident that it will effect Omicron ... This mechanism in molecule (will) work for Omicron, and I would imagine against any variant that comes up,&#34; Dean Li, president of Merck Research Laboratories, said at J.P. Morgan&#39;s annual healthcare conference.</p><p>Data on molnupiravir&#39;s impact against Omicron is not yet available, but the pill was shown to be 30% effective at reducing hospitalizations and deaths, based on data from 1,433 patients, as per latest data released in November.</p><p>However, this data showed significantly less effectiveness as compared to the previous figure of 50%.</p><p>The pill had received authorization from the U.S. Food and Drug Administration last month, as well as in several other countries like the UK, Japan and India, with various countries including U.S. signing agreements to buy the drug.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MRK":"默沙东","BK4559":"巴菲特持仓","BK4007":"制药","BK4550":"红杉资本持仓","BK4516":"特朗普概念","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2202627093","content_text":"Merck's COVID-19 oral pill molnupiravir has a mechanism of action that can work against Omicron and any other variant, a company executive said on Monday.\"We're very confident that it will effect Omicron ... This mechanism in molecule (will) work for Omicron, and I would imagine against any variant that comes up,\" Dean Li, president of Merck Research Laboratories, said at J.P. Morgan's annual healthcare conference.Data on molnupiravir's impact against Omicron is not yet available, but the pill was shown to be 30% effective at reducing hospitalizations and deaths, based on data from 1,433 patients, as per latest data released in November.However, this data showed significantly less effectiveness as compared to the previous figure of 50%.The pill had received authorization from the U.S. Food and Drug Administration last month, as well as in several other countries like the UK, Japan and India, with various countries including U.S. signing agreements to buy the drug.","news_type":1,"symbols_score_info":{"MRK":1}},"isVote":1,"tweetType":1,"viewCount":1153,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9002037044,"gmtCreate":1641861293814,"gmtModify":1676533655725,"author":{"id":"3581561169225577","authorId":"3581561169225577","name":"LLiM","avatar":"https://static.tigerbbs.com/8fcbc1183a18838d98fbaaf0bcccc4df","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581561169225577","idStr":"3581561169225577"},"themes":[],"htmlText":"[Facepalm]&nbsp;","listText":"[Facepalm]&nbsp;","text":"[Facepalm]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9002037044","repostId":"2202277132","repostType":2,"isVote":1,"tweetType":1,"viewCount":672,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}