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2021-05-12

[Miser] [Miser] [Miser] [Miser]

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2021-06-05

$Starbucks(SBUX)$ Up up

2021-05-14

? ?

The “Archegos’ Loss is Your Gain” Stock Market

2021-06-10

Good ?

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2021-06-03

Wow

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2021-05-25

Like and comment

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2021-05-04

Wow

Bill and Melinda Gates are getting divorced. Here are some stocks they owned

2021-06-02

Oh……?

2021-06-01

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2021-06-01

Wow

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Go to Tiger App to see more news

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The upgrade is based on factors that include the rollout of the oral Covid-19 pill Paxlovid as well as significant pipeline investments. Additionally, Pfizer signed a new collaboration agreement with German partnerBioNTech(BTNX) to develop an MRNA-based shingles vaccine. BioNTech rose 1.7%.</p><p>Nikola(NKLA) – Nikola gained 2.2% in premarket action after logistics companyUSA Truck(USAK) announced a deal to buy 10 electric Nikola trucks. Separately, Nikola has dropped a $2 billion patent lawsuit againstTesla(TSLA), according to a federal court filing in San Francisco. The electric car maker had sued Tesla in 2018, accusing its rival of copying several of its designs.</p><p>Alibaba(BABA) –Daily Journal Corp. has nearly doubled its stake in the Chinese e-commerce giant, according to a regulatory filing.Berkshire Hathaway’s Charlie Munger is chairman of Daily Journal. Alibaba fell 1% in the premarket.</p><p>Sony(SONY) – Sony announced plans to create an electric vehicle unit, and displayed a prototype sport utility vehicle at the Consumer Electronics Show in Las Vegas. Shares rallied 4.2% in the premarket.</p><p>MillerKnoll(MLKN) – The office furniture maker’s stock slid 3.1% in premarket action following a weaker-than-expected quarterly report. MillerKnoll earned an adjusted 51 cents per share, 6 cents below estimates, with revenue also below Wall Street forecasts. Order demand was strong, but the company was hurt by supply chain and labor disruptions.</p><p>Garmin(GRMN) – Garmin was upgraded to “buy” from “hold” at Deutsche Bank, with the firm citing several factors including valuation of the GPS device maker’s shares as well as the high quality of its financials and a favorable business environment. Garmin added 1.2% in premarket trading.</p><p>Adobe(ADBE) – The software maker slid 2.2% in the premarket after being downgraded to “neutral” from “buy” at UBS after the firm spoke with more than a dozen IT executives about their 2022 spending plans. UBS thinks more spending was pulled forward into 2020 and 2021 than is generally assumed.</p><p>Pinterest(PINS) – The image-sharing site’s stock added 1.7% in premarket trading after Piper Sandler upgraded it to “overweight” from “neutral”. Piper said the recent sell-off in the stock presents a good buyi</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>Toplines Before US Market Open on Wednesday</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\">\nToplines Before US Market Open on Wednesday\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\">2022-01-05 20:52</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>U.S. stock index futures were subdued on Wednesday ahead of minutes from the Federal Reserve&#39;s December meeting, even as big technology stocks continued to fall, with Salesforce.com declining after a brokerage downgrade.</p><p>At 7:47 a.m. ET, Dow e-minis were down 17 points, or 0.05%, S&amp;P 500 e-minis were down 5.5 points, or 0.11%, and Nasdaq 100 e-minis were down 68.25 points, or 0.42%.</p><p><img src=\"https://static.tigerbbs.com/d862fdee499336e39e249e44c8b932fe\" tg-width=\"374\" tg-height=\"164\" referrerpolicy=\"no-referrer\"/></p><p>Private job growth totaled 807,000 for the month, well ahead of the Dow Jones estimate for 375,000 and the November gain of 505,000 according to ADP.</p><p><b>Stocks making the biggest moves premarket:</b></p><p>Beyond Meat(BYND) – Beyond Meat surged 9% in premarket trading on news that KFC will roll out the company’s fried chicken substitute nationwide starting Monday, following tests in a number of markets.</p><p>Pfizer(PFE) – The drug maker’s shares gained 1.5% in the premarket following a Bank of America upgrade to “buy” from “neutral”. The upgrade is based on factors that include the rollout of the oral Covid-19 pill Paxlovid as well as significant pipeline investments. Additionally, Pfizer signed a new collaboration agreement with German partnerBioNTech(BTNX) to develop an MRNA-based shingles vaccine. BioNTech rose 1.7%.</p><p>Nikola(NKLA) – Nikola gained 2.2% in premarket action after logistics companyUSA Truck(USAK) announced a deal to buy 10 electric Nikola trucks. Separately, Nikola has dropped a $2 billion patent lawsuit againstTesla(TSLA), according to a federal court filing in San Francisco. The electric car maker had sued Tesla in 2018, accusing its rival of copying several of its designs.</p><p>Alibaba(BABA) –Daily Journal Corp. has nearly doubled its stake in the Chinese e-commerce giant, according to a regulatory filing.Berkshire Hathaway’s Charlie Munger is chairman of Daily Journal. Alibaba fell 1% in the premarket.</p><p>Sony(SONY) – Sony announced plans to create an electric vehicle unit, and displayed a prototype sport utility vehicle at the Consumer Electronics Show in Las Vegas. Shares rallied 4.2% in the premarket.</p><p>MillerKnoll(MLKN) – The office furniture maker’s stock slid 3.1% in premarket action following a weaker-than-expected quarterly report. MillerKnoll earned an adjusted 51 cents per share, 6 cents below estimates, with revenue also below Wall Street forecasts. Order demand was strong, but the company was hurt by supply chain and labor disruptions.</p><p>Garmin(GRMN) – Garmin was upgraded to “buy” from “hold” at Deutsche Bank, with the firm citing several factors including valuation of the GPS device maker’s shares as well as the high quality of its financials and a favorable business environment. Garmin added 1.2% in premarket trading.</p><p>Adobe(ADBE) – The software maker slid 2.2% in the premarket after being downgraded to “neutral” from “buy” at UBS after the firm spoke with more than a dozen IT executives about their 2022 spending plans. UBS thinks more spending was pulled forward into 2020 and 2021 than is generally assumed.</p><p>Pinterest(PINS) – The image-sharing site’s stock added 1.7% in premarket trading after Piper Sandler upgraded it to “overweight” from “neutral”. Piper said the recent sell-off in the stock presents a good buyi</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SONY":"索尼","BYND":"Beyond Meat, Inc.","PFE":"辉瑞","BABA":"阿里巴巴","ADBE":"Adobe",".IXIC":"NASDAQ Composite","GRMN":"佳明","PINS":"Pinterest, Inc.","MLKN":"MillerKnoll",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143304475","content_text":"U.S. stock index futures were subdued on Wednesday ahead of minutes from the Federal Reserve's December meeting, even as big technology stocks continued to fall, with Salesforce.com declining after a brokerage downgrade.At 7:47 a.m. ET, Dow e-minis were down 17 points, or 0.05%, S&P 500 e-minis were down 5.5 points, or 0.11%, and Nasdaq 100 e-minis were down 68.25 points, or 0.42%.Private job growth totaled 807,000 for the month, well ahead of the Dow Jones estimate for 375,000 and the November gain of 505,000 according to ADP.Stocks making the biggest moves premarket:Beyond Meat(BYND) – Beyond Meat surged 9% in premarket trading on news that KFC will roll out the company’s fried chicken substitute nationwide starting Monday, following tests in a number of markets.Pfizer(PFE) – The drug maker’s shares gained 1.5% in the premarket following a Bank of America upgrade to “buy” from “neutral”. The upgrade is based on factors that include the rollout of the oral Covid-19 pill Paxlovid as well as significant pipeline investments. Additionally, Pfizer signed a new collaboration agreement with German partnerBioNTech(BTNX) to develop an MRNA-based shingles vaccine. BioNTech rose 1.7%.Nikola(NKLA) – Nikola gained 2.2% in premarket action after logistics companyUSA Truck(USAK) announced a deal to buy 10 electric Nikola trucks. Separately, Nikola has dropped a $2 billion patent lawsuit againstTesla(TSLA), according to a federal court filing in San Francisco. The electric car maker had sued Tesla in 2018, accusing its rival of copying several of its designs.Alibaba(BABA) –Daily Journal Corp. has nearly doubled its stake in the Chinese e-commerce giant, according to a regulatory filing.Berkshire Hathaway’s Charlie Munger is chairman of Daily Journal. Alibaba fell 1% in the premarket.Sony(SONY) – Sony announced plans to create an electric vehicle unit, and displayed a prototype sport utility vehicle at the Consumer Electronics Show in Las Vegas. Shares rallied 4.2% in the premarket.MillerKnoll(MLKN) – The office furniture maker’s stock slid 3.1% in premarket action following a weaker-than-expected quarterly report. MillerKnoll earned an adjusted 51 cents per share, 6 cents below estimates, with revenue also below Wall Street forecasts. Order demand was strong, but the company was hurt by supply chain and labor disruptions.Garmin(GRMN) – Garmin was upgraded to “buy” from “hold” at Deutsche Bank, with the firm citing several factors including valuation of the GPS device maker’s shares as well as the high quality of its financials and a favorable business environment. 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?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/198801693","repostId":"1177245720","repostType":4,"repost":{"id":"1177245720","kind":"news","pubTimestamp":1620919629,"share":"https://ttm.financial/m/news/1177245720?lang=en_US&edition=fundamental","pubTime":"2021-05-13 23:27","market":"us","language":"en","title":"The “Archegos’ Loss is Your Gain” Stock Market","url":"https://stock-news.laohu8.com/highlight/detail?id=1177245720","media":"zerohedge","summary":"Last week we spoke about opportunities starting to present themselves in selectiveChinese Stocks and","content":"<p>Last week we spoke about opportunities starting to present themselves in selectiveChinese Stocks and “Broken SPACs/SPAC warrants.”</p>\n<p>On Friday, I joined Liz Claman on Fox Business, “The Claman Countdown.”&nbsp; In this segment, I discussed two new positions – for the Summer – to take advantage of the recent dislocation in SAAS (Software as a Service) and Chinese Stocks.&nbsp; Thanks to Liz and Ellie Terrett for having me on:</p>\n<p>Over the past week we have been selectively, but aggressively digging into a basket of Chinese Stocks, SPACs/Warrants, and Selective Tech/SAAS stocks that we feel are getting overdone and should rebound nicely over the Summer.</p>\n<p>It wasn’t until today that I realized; a number of the stocks I was adding happened to overlap with the same stocks that Archegos and the prime brokerages/banks were forced to liquidate in recent weeks – as the fund went bankrupt due to excessive leverage.</p>\n<p>The natural sector/stock corrections were<i>compounded</i>by forced sellers – who sold billions of notional value in the following stocks that were used to hedge (the total return swaps) and now had to liquidate – as Bill Hwang’s family office unwound.&nbsp; In other words, the bargains are steeper than they would have been due to the structural mechanics.&nbsp; It seemed coincident until it clicked.</p>\n<p>So what names got overdone from the unwind (Bloomberg)?&nbsp; Chinese: IQ, HUYA, BABA, GOTU (GSX), BIDU, TME, VIPS.&nbsp; Other: VIAC, DISCA, FTCH.</p>\n<p>These are especially interesting, not only because they are all trading at meaningful discounts relative to their 3-5 year outlooks, but also because they were top holdings of a guy who quietly turned $200M into a $20B personal fortune in less than a decade – largely betting on Asian stocks (peak wealth was $30B) (Bloomberg).</p>\n<p>It worked until it didn’t.&nbsp; Apparently, Archegos (the name of Bill Hwang’s Family Office), is a Greek word used in the New Testament to refer to Jesus.&nbsp; Hwang should have known from his devout Christian studies that Jesus not only had to pay taxes, but apparently he had to pay margin calls as well…</p>\n<p>The moral of the story is that Hwang’s picks will likely prove to be very valuable (as he was one of the best pickers of Asian stocks in the business), however the key is not to leverage up $5B into $100B notional – no matter how high your level of conviction is.</p>\n<p>The opportunity is to take the good that the market correction is serving up, with the “edge” of Bill Hwang (a peerless picker of Asian stocks) and take advantage of the rare dislocation opportunity currently available.</p>\n<p>Here is a sampling of Chinese stocks that are down ~30-75% in the last few months (most of which were owned/impacted by the liquidation of Archegos):</p>\n<p><img src=\"https://static.tigerbbs.com/0ad4362c973ac111dec70bbf71051bf9\" tg-width=\"975\" tg-height=\"561\">Charting Source: FinViz</p>\n<p>As I love to say, “Wall Street is the only place on earth that when they hold a clearance sale, no one shows up!”&nbsp; We’re loading our basket now, and plan to return the inventory when prices go back up to MSRP!</p>\n<p>Nothing has changed materially in the Chinese economy to warrant the magnitude of these corrections.&nbsp; This is largely a structural deleveraging coupled with some short-term seasonal weakness and Government “anti-trust” winds/fines that are known and likely priced in.&nbsp; The short-term inflation noise is expected (and currently lower than estimates in China):</p>\n<p><img src=\"https://static.tigerbbs.com/87622f4e5a1084bbf012949f6b6850c5\" tg-width=\"650\" tg-height=\"1508\">Data Source: Investing.com</p>\n<p><b>What about the General Market?</b></p>\n<p>Since the Nasdaq is taking the brunt of the pain, I’m going to post a number of Nasdaq indicators I look at to get a feel for when we should be adding stocks and when we should be lightening up.</p>\n<p>SUMMARY: We’re adding because most of these indicators are nearing points that it paid to be a buyer versus a seller.&nbsp; We ALWAYS scale in and out of positions.&nbsp; Very rarely are we an ALL or NOTHING player, but I can say we have been a more aggressive buyer than normal in the last 48 hours (in the groups I mentioned above):</p>\n<p><img src=\"https://static.tigerbbs.com/26b8dac3b40f233c2d52ea2542e502eb\" tg-width=\"886\" tg-height=\"531\"><img src=\"https://static.tigerbbs.com/8ebb7e322bbfe82c8fd77b72bc916d64\" tg-width=\"871\" tg-height=\"528\"><img src=\"https://static.tigerbbs.com/0c747e75a342af7c53248cde2e3e6661\" tg-width=\"872\" tg-height=\"533\"><img src=\"https://static.tigerbbs.com/59a856863585763d9e8446bb0702ab43\" tg-width=\"872\" tg-height=\"533\"><img src=\"https://static.tigerbbs.com/8b576bcf9eaff4ad7ed1847a822a0622\" tg-width=\"870\" tg-height=\"532\"><img src=\"https://static.tigerbbs.com/d07fd745681438c596961e06e41229d1\" tg-width=\"873\" tg-height=\"532\"><img src=\"https://static.tigerbbs.com/5f2dec2dd6900f72726a7f8740ff223d\" tg-width=\"870\" tg-height=\"530\"><img src=\"https://static.tigerbbs.com/6b2c2e0bc06dc889c205222b91ea1d71\" tg-width=\"871\" tg-height=\"529\"><img src=\"https://static.tigerbbs.com/c8e006abd296ea5e4e65177978d5f2e9\" tg-width=\"872\" tg-height=\"532\"><img src=\"https://static.tigerbbs.com/e59c223e690ebb9be5202df959ffd998\" tg-width=\"873\" tg-height=\"531\"><img src=\"https://static.tigerbbs.com/78fda134ac59c65c5af77edf7b7ea659\" tg-width=\"768\" tg-height=\"433\"><b>Now onto the shorter term view for the General Market:</b></p>\n<p>In this week’s AAII Sentiment Survey result, Bullish Percent (Video Explanation) dropped to 36.5% from 44.3% last week. Bearish Percent rose to 27% from 23.1% last week. Fear is returning for retail investors.</p>\n<p><img src=\"https://static.tigerbbs.com/81872e8f852108201c791212fb8dc1dd\" tg-width=\"1021\" tg-height=\"442\"><img src=\"https://static.tigerbbs.com/eaf01449b2bfe47cb9d88cde0ab4f002\" tg-width=\"871\" tg-height=\"532\">The CNN “Fear and Greed” Index fell from 51 last week to 37 this week.&nbsp; Fear is here.&nbsp; You can learn how this indicator is calculated and how it works here: (Video Explanation</p>\n<p><img src=\"https://static.tigerbbs.com/3fc961384b316d3f2d6f7d8a71c0ffe8\" tg-width=\"611\" tg-height=\"310\"><img src=\"https://static.tigerbbs.com/d15a080af10f17e9bf595ccff0c27393\" tg-width=\"622\" tg-height=\"310\">And finally, this week the NAAIM (National Association of Active Investment Managers Index) (Video Explanation) dropped to 87.79% this week from 103.72% equity exposure last week.</p>\n<p><img src=\"https://static.tigerbbs.com/a516dd401d6c05d490c269656c775e0d\" tg-width=\"869\" tg-height=\"531\"><b>Our message for this week:</b></p>\n<p>Don’t get distracted by the general indices.&nbsp; They will do what they will do.&nbsp; Given the consensus has been looking for a 10-20% correction for the past few weeks (“Sell in May and Go Away” was their “edge”), odds are we don’t get anything close to that in the S&amp;P 500.</p>\n<p>More likely, there will be just enough turmoil for market makers to sell a ton of expensive insurance premium (that expires worthless) to the weak handed “late money” – who missed last year’s rally and chased at the wrong time this year.</p>\n<p>Fear is not yet at an extreme, so we could see a bit more pain in the general indices before we find solid footing.&nbsp; That said, waiting too long to scale into individual bargains can be costly.&nbsp; As the old saying goes, “if you wait to hear the Robins sing, it’s already Spring” (and you missed it).</p>\n<p>China Stocks and SPAC warrants were our primary focus in the last 48 hours as we used the fear to load up our shopping cart on hugely discounted merchandise.&nbsp; We expect to do a bit more shopping this week, but are pleased with the opportunities we’ve been able to take advantage of so far.</p>\n<p>As for Bill Hwang, I wouldn’t bet against him.&nbsp; It may take longer than 3 days for<i>his</i>resurrection, but rise again he shall (albeit with a lot less leverage<i>and capital</i>)…</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 “Archegos’ Loss is Your Gain” Stock Market</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 “Archegos’ Loss is Your Gain” Stock Market\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-13 23:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.zerohedge.com/news/2021-05-13/archegos-loss-your-gain-stock-market><strong>zerohedge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Last week we spoke about opportunities starting to present themselves in selectiveChinese Stocks and “Broken SPACs/SPAC warrants.”\nOn Friday, I joined Liz Claman on Fox Business, “The Claman Countdown...</p>\n\n<a href=\"https://www.zerohedge.com/news/2021-05-13/archegos-loss-your-gain-stock-market\">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","SPY":"标普500ETF"},"source_url":"https://www.zerohedge.com/news/2021-05-13/archegos-loss-your-gain-stock-market","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177245720","content_text":"Last week we spoke about opportunities starting to present themselves in selectiveChinese Stocks and “Broken SPACs/SPAC warrants.”\nOn Friday, I joined Liz Claman on Fox Business, “The Claman Countdown.”  In this segment, I discussed two new positions – for the Summer – to take advantage of the recent dislocation in SAAS (Software as a Service) and Chinese Stocks.  Thanks to Liz and Ellie Terrett for having me on:\nOver the past week we have been selectively, but aggressively digging into a basket of Chinese Stocks, SPACs/Warrants, and Selective Tech/SAAS stocks that we feel are getting overdone and should rebound nicely over the Summer.\nIt wasn’t until today that I realized; a number of the stocks I was adding happened to overlap with the same stocks that Archegos and the prime brokerages/banks were forced to liquidate in recent weeks – as the fund went bankrupt due to excessive leverage.\nThe natural sector/stock corrections werecompoundedby forced sellers – who sold billions of notional value in the following stocks that were used to hedge (the total return swaps) and now had to liquidate – as Bill Hwang’s family office unwound.  In other words, the bargains are steeper than they would have been due to the structural mechanics.  It seemed coincident until it clicked.\nSo what names got overdone from the unwind (Bloomberg)?  Chinese: IQ, HUYA, BABA, GOTU (GSX), BIDU, TME, VIPS.  Other: VIAC, DISCA, FTCH.\nThese are especially interesting, not only because they are all trading at meaningful discounts relative to their 3-5 year outlooks, but also because they were top holdings of a guy who quietly turned $200M into a $20B personal fortune in less than a decade – largely betting on Asian stocks (peak wealth was $30B) (Bloomberg).\nIt worked until it didn’t.  Apparently, Archegos (the name of Bill Hwang’s Family Office), is a Greek word used in the New Testament to refer to Jesus.  Hwang should have known from his devout Christian studies that Jesus not only had to pay taxes, but apparently he had to pay margin calls as well…\nThe moral of the story is that Hwang’s picks will likely prove to be very valuable (as he was one of the best pickers of Asian stocks in the business), however the key is not to leverage up $5B into $100B notional – no matter how high your level of conviction is.\nThe opportunity is to take the good that the market correction is serving up, with the “edge” of Bill Hwang (a peerless picker of Asian stocks) and take advantage of the rare dislocation opportunity currently available.\nHere is a sampling of Chinese stocks that are down ~30-75% in the last few months (most of which were owned/impacted by the liquidation of Archegos):\nCharting Source: FinViz\nAs I love to say, “Wall Street is the only place on earth that when they hold a clearance sale, no one shows up!”  We’re loading our basket now, and plan to return the inventory when prices go back up to MSRP!\nNothing has changed materially in the Chinese economy to warrant the magnitude of these corrections.  This is largely a structural deleveraging coupled with some short-term seasonal weakness and Government “anti-trust” winds/fines that are known and likely priced in.  The short-term inflation noise is expected (and currently lower than estimates in China):\nData Source: Investing.com\nWhat about the General Market?\nSince the Nasdaq is taking the brunt of the pain, I’m going to post a number of Nasdaq indicators I look at to get a feel for when we should be adding stocks and when we should be lightening up.\nSUMMARY: We’re adding because most of these indicators are nearing points that it paid to be a buyer versus a seller.  We ALWAYS scale in and out of positions.  Very rarely are we an ALL or NOTHING player, but I can say we have been a more aggressive buyer than normal in the last 48 hours (in the groups I mentioned above):\nNow onto the shorter term view for the General Market:\nIn this week’s AAII Sentiment Survey result, Bullish Percent (Video Explanation) dropped to 36.5% from 44.3% last week. Bearish Percent rose to 27% from 23.1% last week. Fear is returning for retail investors.\nThe CNN “Fear and Greed” Index fell from 51 last week to 37 this week.  Fear is here.  You can learn how this indicator is calculated and how it works here: (Video Explanation\nAnd finally, this week the NAAIM (National Association of Active Investment Managers Index) (Video Explanation) dropped to 87.79% this week from 103.72% equity exposure last week.\nOur message for this week:\nDon’t get distracted by the general indices.  They will do what they will do.  Given the consensus has been looking for a 10-20% correction for the past few weeks (“Sell in May and Go Away” was their “edge”), odds are we don’t get anything close to that in the S&P 500.\nMore likely, there will be just enough turmoil for market makers to sell a ton of expensive insurance premium (that expires worthless) to the weak handed “late money” – who missed last year’s rally and chased at the wrong time this year.\nFear is not yet at an extreme, so we could see a bit more pain in the general indices before we find solid footing.  That said, waiting too long to scale into individual bargains can be costly.  As the old saying goes, “if you wait to hear the Robins sing, it’s already Spring” (and you missed it).\nChina Stocks and SPAC warrants were our primary focus in the last 48 hours as we used the fear to load up our shopping cart on hugely discounted merchandise.  We expect to do a bit more shopping this week, but are pleased with the opportunities we’ve been able to take advantage of so far.\nAs for Bill Hwang, I wouldn’t bet against him.  It may take longer than 3 days forhisresurrection, but rise again he shall (albeit with a lot less leverageand capital)…","news_type":1,"symbols_score_info":{".IXIC":0.9,".SPX":0.9,"SPY":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":784,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":183869388,"gmtCreate":1623322241944,"gmtModify":1704200844361,"author":{"id":"3582857110073842","authorId":"3582857110073842","name":"alicegcw","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582857110073842","idStr":"3582857110073842"},"themes":[],"htmlText":"Good ?&nbsp;","listText":"Good ?&nbsp;","text":"Good ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/183869388","repostId":"2142240099","repostType":4,"isVote":1,"tweetType":1,"viewCount":573,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":111797772,"gmtCreate":1622697692596,"gmtModify":1704189165272,"author":{"id":"3582857110073842","authorId":"3582857110073842","name":"alicegcw","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582857110073842","idStr":"3582857110073842"},"themes":[],"htmlText":"Wow&nbsp;","listText":"Wow&nbsp;","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/111797772","repostId":"1115876867","repostType":4,"isVote":1,"tweetType":1,"viewCount":611,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":131783534,"gmtCreate":1621896567928,"gmtModify":1704363865955,"author":{"id":"3582857110073842","authorId":"3582857110073842","name":"alicegcw","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582857110073842","idStr":"3582857110073842"},"themes":[],"htmlText":"Like and comment","listText":"Like and comment","text":"Like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/131783534","repostId":"2137532471","repostType":4,"isVote":1,"tweetType":1,"viewCount":1023,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":106675996,"gmtCreate":1620118229615,"gmtModify":1704338889054,"author":{"id":"3582857110073842","authorId":"3582857110073842","name":"alicegcw","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582857110073842","idStr":"3582857110073842"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/106675996","repostId":"1141446343","repostType":4,"repost":{"id":"1141446343","kind":"news","pubTimestamp":1620108260,"share":"https://ttm.financial/m/news/1141446343?lang=en_US&edition=fundamental","pubTime":"2021-05-04 14:04","market":"us","language":"en","title":"Bill and Melinda Gates are getting divorced. Here are some stocks they owned","url":"https://stock-news.laohu8.com/highlight/detail?id=1141446343","media":"seeking alpha","summary":"Though the pairin a statement assuredthe public that they will continue to work together at their foundation despiteending their marriage, the news about the Microsoftfounder and his partner of 27 years may send shockwaves across their projects.In the latest13F filingfrom the Bill and Melinda Gates Foundation Trust for the period ended 12/31/20, top holdings by value in descending order included Berkshire Hathaway, Waste Management, Caterpillar, Canadian National, Walmart, EcoLab, Crown Castle, ","content":"<ul><li>Though the pairin a statement assuredthe public that they will continue to work together at their foundation despiteending their marriage, the news about the Microsoft(NASDAQ:MSFT)founder and his partner of 27 years may send shockwaves across their projects.</li><li>In the latest13F filingfrom the Bill and Melinda Gates Foundation Trust for the period ended 12/31/20, top holdings by value in descending order included Berkshire Hathaway(NYSE:BRK.B), Waste Management(NYSE:WM), Caterpillar(NYSE:CAT), Canadian National(NYSE:CNI), Walmart(NYSE:WMT), EcoLab(NYSE:ECL), Crown Castle(NYSE:CCI), Fedex(NYSE:FDX)and UPS(NYSE:UPS).</li><li><a href=\"https://laohu8.com/S/TWOA.U\">Two</a> stocks in which the foundation has a large stake (more than 10% of shares outstanding) included Schrodinger(NASDAQ:SDGR)and Coca-Cola Femsa(NYSE:KOF).</li><li>Most of the other holdings were below $1 billion in market value and their ownership consisted of less than 3% of shares outstanding in the associated stock.</li><li>The Bill and Melinda Gates Foundation, in their latestquarterly filing, disclosed ownership stakes in Amyris(NASDAQ:AMRS), Vir Biotech(NASDAQ:VIR), BionTech(NASDAQ:BNTX), Curevac(NASDAQ:CVAC)and <a href=\"https://laohu8.com/S/BCEL\">Atreca</a>(NASDAQ:BCEL).</li><li>Our readers may recall when the world's richest person, Jeff Bezos, and his partner Mackenzie Scottcalled it quits two years ago.&nbsp;This is how their wealth ended upsplit between them.</li></ul>","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>Bill and Melinda Gates are getting divorced. Here are some stocks they owned</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\">\nBill and Melinda Gates are getting divorced. Here are some stocks they owned\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-04 14:04 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3689813-bill-and-melinda-gates-are-getting-divorced-here-are-some-stocks-they-owned><strong>seeking alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Though the pairin a statement assuredthe public that they will continue to work together at their foundation despiteending their marriage, the news about the Microsoft(NASDAQ:MSFT)founder and his ...</p>\n\n<a href=\"https://seekingalpha.com/news/3689813-bill-and-melinda-gates-are-getting-divorced-here-are-some-stocks-they-owned\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"UPS":"联合包裹","WM":"美国废物管理","KOF":"可口可乐凡萨瓶装","FDX":"联邦快递","CNI":"加拿大国家铁路","BNTX":"BioNTech SE","MSFT":"微软","VIR":"Vir Biotechnology, Inc.","WCLD":"WisdomTree Cloud Computing Fund","AMRS":"阿米瑞斯","WMT":"沃尔玛","BRK.B":"伯克希尔B","CCI":"冠城","CVAC":"CureVac B.V.","CAT":"卡特彼勒","SDGR":"Schrodinger Inc."},"source_url":"https://seekingalpha.com/news/3689813-bill-and-melinda-gates-are-getting-divorced-here-are-some-stocks-they-owned","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1141446343","content_text":"Though the pairin a statement assuredthe public that they will continue to work together at their foundation despiteending their marriage, the news about the Microsoft(NASDAQ:MSFT)founder and his partner of 27 years may send shockwaves across their projects.In the latest13F filingfrom the Bill and Melinda Gates Foundation Trust for the period ended 12/31/20, top holdings by value in descending order included Berkshire Hathaway(NYSE:BRK.B), Waste Management(NYSE:WM), Caterpillar(NYSE:CAT), Canadian National(NYSE:CNI), Walmart(NYSE:WMT), EcoLab(NYSE:ECL), Crown Castle(NYSE:CCI), Fedex(NYSE:FDX)and UPS(NYSE:UPS).Two stocks in which the foundation has a large stake (more than 10% of shares outstanding) included Schrodinger(NASDAQ:SDGR)and Coca-Cola Femsa(NYSE:KOF).Most of the other holdings were below $1 billion in market value and their ownership consisted of less than 3% of shares outstanding in the associated stock.The Bill and Melinda Gates Foundation, in their latestquarterly filing, disclosed ownership stakes in Amyris(NASDAQ:AMRS), Vir Biotech(NASDAQ:VIR), BionTech(NASDAQ:BNTX), Curevac(NASDAQ:CVAC)and Atreca(NASDAQ:BCEL).Our readers may recall when the world's richest person, Jeff Bezos, and his partner Mackenzie Scottcalled it quits two years ago. This is how their wealth ended upsplit between them.","news_type":1,"symbols_score_info":{"FDX":0.9,"CCI":0.9,"KOF":0.9,"SDGR":0.9,"UPS":0.9,"CNI":0.9,"CAT":0.9,"MSFT":0.9,"WCLD":0.9,"WM":0.9,"CVAC":0.9,"BNTX":0.9,"BRK.B":0.9,"AMRS":0.9,"VIR":0.9,"BCEL":0.9,"WMT":0.9}},"isVote":1,"tweetType":1,"viewCount":898,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":113342334,"gmtCreate":1622595945028,"gmtModify":1704186958707,"author":{"id":"3582857110073842","authorId":"3582857110073842","name":"alicegcw","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582857110073842","idStr":"3582857110073842"},"themes":[],"htmlText":"Oh……?","listText":"Oh……?","text":"Oh……?","images":[{"img":"https://static.tigerbbs.com/53e87f1b25ee18f4bf7e7b37307bd97b","width":"750","height":"2216"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/113342334","isVote":1,"tweetType":1,"viewCount":851,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":110707895,"gmtCreate":1622502623517,"gmtModify":1704185075168,"author":{"id":"3582857110073842","authorId":"3582857110073842","name":"alicegcw","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582857110073842","idStr":"3582857110073842"},"themes":[],"htmlText":"Like&nbsp;","listText":"Like&nbsp;","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/110707895","repostId":"2139872234","repostType":4,"isVote":1,"tweetType":1,"viewCount":710,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":110704474,"gmtCreate":1622502589198,"gmtModify":1704185074165,"author":{"id":"3582857110073842","authorId":"3582857110073842","name":"alicegcw","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582857110073842","idStr":"3582857110073842"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/110704474","repostId":"1193160046","repostType":4,"isVote":1,"tweetType":1,"viewCount":748,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}