civilmoisseu personal page - To The Moon

civilmoisseu

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2021-08-15

$Apple(AAPL)$yup

2021-08-09

$Bank of America(BAC)$yes

2021-08-06

$GoPro(GPRO)$yeah

2021-08-03

$Boeing(BA)$ come on

2021-08-02

Good stock

2021-08-02

Hold on

Sorry, the original content has been removed

2021-08-01

$XPeng Inc.(XPEV)$ up up up

2021-08-01

Higher

2021-07-31

Up and down is commone

Sorry, the original content has been removed

2021-07-31

My favourite

2021-07-31

$XPeng Inc.(XPEV)$yes

2021-07-30

Ups and down

2021-07-30

$GoPro(GPRO)$ooo

2021-07-29

$Citigroup(C)$continue

2021-07-28

Buy low

2021-07-28

$Citigroup(C)$yes

2021-07-27

$Boeing(BA)$coming

2021-07-26

Flying soon

2021-07-26

$Asensus Surgical, Inc.(ASXC)$coming

2021-07-25

$NIO Inc.(NIO)$ waiting for u

Go to Tiger App to see more news

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Inc.(ASXC)$coming","images":[{"img":"https://static.tigerbbs.com/7d5c92e3fc293601179edfc0939ae1ea","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/177532763","isVote":1,"tweetType":1,"viewCount":474,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":177991527,"gmtCreate":1627174156169,"gmtModify":1703484973572,"author":{"id":"4087735328781770","authorId":"4087735328781770","name":"civilmoisseu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087735328781770","authorIdStr":"4087735328781770"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>&nbsp;waiting for u","listText":"<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>&nbsp;waiting for u","text":"$NIO Inc.(NIO)$ waiting for u","images":[{"img":"https://static.tigerbbs.com/6a873a742ebfb654c0503e626b42527d","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/177991527","isVote":1,"tweetType":1,"viewCount":629,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":805979306,"gmtCreate":1627857934205,"gmtModify":1703496497927,"author":{"id":"4087735328781770","authorId":"4087735328781770","name":"civilmoisseu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087735328781770","authorIdStr":"4087735328781770"},"themes":[],"htmlText":"Hold on","listText":"Hold on","text":"Hold 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is the way to go&nbsp;","listText":"Zoom is the way to go&nbsp;","text":"Zoom is the way to go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/147709079","repostId":"1199217536","repostType":4,"isVote":1,"tweetType":1,"viewCount":466,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":802065463,"gmtCreate":1627700120552,"gmtModify":1703494926349,"author":{"id":"4087735328781770","authorId":"4087735328781770","name":"civilmoisseu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087735328781770","authorIdStr":"4087735328781770"},"themes":[],"htmlText":"Up and down is commone","listText":"Up and down is commone","text":"Up and down is 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up","images":[{"img":"https://static.tigerbbs.com/827ca7fdb6eb9ffe6752e56cd5a99002","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/171891810","isVote":1,"tweetType":1,"viewCount":534,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":178201108,"gmtCreate":1626822002104,"gmtModify":1703765687828,"author":{"id":"4087735328781770","authorId":"4087735328781770","name":"civilmoisseu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087735328781770","authorIdStr":"4087735328781770"},"themes":[],"htmlText":"Always becareful&nbsp;","listText":"Always becareful&nbsp;","text":"Always becareful","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/178201108","repostId":"1109861258","repostType":4,"repost":{"id":"1109861258","kind":"news","pubTimestamp":1626793354,"share":"https://ttm.financial/m/news/1109861258?lang=en_US&edition=fundamental","pubTime":"2021-07-20 23:02","market":"us","language":"en","title":"Behind The Plunge In Yields: This Is A Growth Story, Not A Rethink Of Inflation","url":"https://stock-news.laohu8.com/highlight/detail?id=1109861258","media":"zerohedge","summary":"In a notable turn of events, the overnight session saw an initial attempt at a modest reversal in th","content":"<p>In a notable turn of events, the overnight session saw an initial attempt at a modest reversal in the recent Treasury rally only to be met with further buying interest. The net result was a tick lower in 10-year yields that brought the benchmark to levels not seen since mid-February.</p>\n<p><img src=\"https://static.tigerbbs.com/48f958db8d2903a76ff6541648b287fc\" tg-width=\"1223\" tg-height=\"687\" width=\"100%\" height=\"auto\">With the next technical target sill 5 bps away, we’ll be watching the interplay between risk assets and US rates as the delta-inspired repricing continues. We’re cognizant that the severity of the recent move has led to stretched momentum measures, implying incremental gains will be more difficult to achieve. This isn’t to suggest the floor for rates is evident at the moment, rather that it should be anticipated that the pace of the rally will slow.<b>There has been plenty of chatter surrounding the possibility 10- year yields dip below 1.0%; an eventuality that would be a short-lived endeavor, but not one that’s off the table.</b>More immediately however, will be gauging the extent to which rising case counts can carry yields even lower from here.</p>\n<p><b>It would be an oversimplification to conclude this move is entirely a function of the economic risks posed by the reinstatement of covid-19 restrictions. In fact, we’ll argue the rally has been exaggerated by the Fed’s most recent efforts to be less dovish.</b>Policymakers are in the pre-meeting radio period of radio silence; which eliminates the potential for any official commentary on the Fed’s take on the renewed pandemic risks. Moreover,<b>it leaves investors operating under the assumption that 1) tapering is still on track, 2) rate hikes as early as next year could come to fruition, and 3) the Fed’s ‘will act if not transitory’ stance on inflation remains value</b>. While these surely still hold true to some extent, the implied commitment may be waning given investors’ response to the recent covid developments.</p>\n<p>Headlines this morning conclude ‘markets no longer worried about inflation’; a notion, which is ostensibly consistent with the price action in US rates, misses the mark.<b>10-year breakevens are still at 225 bp and a distance away from the mid-June lows.</b>In addition, rising supply-driven inflation that functions as a tax on consumption as opposed to a reflection of a healthy real economy creates downside risks for the recovery. When combined with concerns that H1 will represent the peak of the rebound, it follows intuitively that the market has moved on to trading the next stage in the cycle – i.e. recalibrating growth expectations in reflecting the new norm; one in which herd immunity will prove elusive and variant risks (delta and others) become an ongoing concern.<b>A quick glance at real yields near -100 bp reinforces the read that this is a growth story, not a collective rethink of reflation.</b></p>\n<p>There is yet another nuance of the price action that merits highlighting. Specifically, the move thus far has questionably been a flattening event as 10s and 30s outperform. The front end of the curve has benefited to a lesser extent as monetary policy expectations have remained in place.<b>This morning however, we’re starting to see the 5-year sector lead the rally. In the event we’re seeing the transition from a longer-term growth story to further pricing out Fed tightening, this could ultimately serve to moderate the gains in 10s and 30s.</b>This isn’t to suggest that less room for the FOMC to eventually normalize policy rates is a compelling reason to sell duration in the face of a resurgence of the pandemic. Instead, confidence that monetary policymakers won’t be so eager to respond to pockets of reflation given the renewed headwinds facing the global recovery</p>\n<p>We’ll be tracking this particular evolution in the nature of the bullish repricing if, for no other reason,<b>it will be instrumental in gauging what to anticipate in response to next week’s FOMC meeting and Powell’s press conference.</b>Note that in light of the +8.1% consensus estimate for next week’s release of Q2 real GDP, there is little question that a strong rebound in H1 is priced in and investors have shifted toward trading the next stage in the recovery that contains far greater uncertainties.</p>\n<p>If the move in real yields is any indication there is growing angst on the rebound; 10-year real rates reached their lowest level since early January and within striking distance of the cycle low at -112.4 bp.</p>\n<p><img src=\"https://static.tigerbbs.com/add9a9864bc513a7f99d365620818f07\" tg-width=\"1223\" tg-height=\"687\" width=\"100%\" height=\"auto\">The decline in reals is made all the more noteworthy given the proximity to Thursday’s $16 bn new issue 10-year TIPS auction. Current valuations demonstrate not only increasing worry on the spread of the delta variant domestically, but perhaps more consequentially, overseas. Whereas there was once a time when the US rates landscape was solely dictated by the domestic fundamentals, the globalization of the economy and markets now leave Treasury yields a function of the global backdrop. This helps account for the impressive round of bullishness and durability of the bid for USTs even as the data has generally continued to perform well. We’re reminded of the time tested adage that resistance hardly holds on the third attempt, and will monitor the -112 bp line in the sand in 10-year real yields over the balance of the week.</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>Behind The Plunge In Yields: This Is A Growth Story, Not A Rethink Of Inflation</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\">\nBehind The Plunge In Yields: This Is A Growth Story, Not A Rethink Of Inflation\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-20 23:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.zerohedge.com/markets/behind-plunge-yields-growth-story-not-rethink-inflation?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29><strong>zerohedge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>In a notable turn of events, the overnight session saw an initial attempt at a modest reversal in the recent Treasury rally only to be met with further buying interest. The net result was a tick lower...</p>\n\n<a href=\"https://www.zerohedge.com/markets/behind-plunge-yields-growth-story-not-rethink-inflation?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF",".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://www.zerohedge.com/markets/behind-plunge-yields-growth-story-not-rethink-inflation?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109861258","content_text":"In a notable turn of events, the overnight session saw an initial attempt at a modest reversal in the recent Treasury rally only to be met with further buying interest. The net result was a tick lower in 10-year yields that brought the benchmark to levels not seen since mid-February.\nWith the next technical target sill 5 bps away, we’ll be watching the interplay between risk assets and US rates as the delta-inspired repricing continues. We’re cognizant that the severity of the recent move has led to stretched momentum measures, implying incremental gains will be more difficult to achieve. This isn’t to suggest the floor for rates is evident at the moment, rather that it should be anticipated that the pace of the rally will slow.There has been plenty of chatter surrounding the possibility 10- year yields dip below 1.0%; an eventuality that would be a short-lived endeavor, but not one that’s off the table.More immediately however, will be gauging the extent to which rising case counts can carry yields even lower from here.\nIt would be an oversimplification to conclude this move is entirely a function of the economic risks posed by the reinstatement of covid-19 restrictions. In fact, we’ll argue the rally has been exaggerated by the Fed’s most recent efforts to be less dovish.Policymakers are in the pre-meeting radio period of radio silence; which eliminates the potential for any official commentary on the Fed’s take on the renewed pandemic risks. Moreover,it leaves investors operating under the assumption that 1) tapering is still on track, 2) rate hikes as early as next year could come to fruition, and 3) the Fed’s ‘will act if not transitory’ stance on inflation remains value. While these surely still hold true to some extent, the implied commitment may be waning given investors’ response to the recent covid developments.\nHeadlines this morning conclude ‘markets no longer worried about inflation’; a notion, which is ostensibly consistent with the price action in US rates, misses the mark.10-year breakevens are still at 225 bp and a distance away from the mid-June lows.In addition, rising supply-driven inflation that functions as a tax on consumption as opposed to a reflection of a healthy real economy creates downside risks for the recovery. When combined with concerns that H1 will represent the peak of the rebound, it follows intuitively that the market has moved on to trading the next stage in the cycle – i.e. recalibrating growth expectations in reflecting the new norm; one in which herd immunity will prove elusive and variant risks (delta and others) become an ongoing concern.A quick glance at real yields near -100 bp reinforces the read that this is a growth story, not a collective rethink of reflation.\nThere is yet another nuance of the price action that merits highlighting. Specifically, the move thus far has questionably been a flattening event as 10s and 30s outperform. The front end of the curve has benefited to a lesser extent as monetary policy expectations have remained in place.This morning however, we’re starting to see the 5-year sector lead the rally. In the event we’re seeing the transition from a longer-term growth story to further pricing out Fed tightening, this could ultimately serve to moderate the gains in 10s and 30s.This isn’t to suggest that less room for the FOMC to eventually normalize policy rates is a compelling reason to sell duration in the face of a resurgence of the pandemic. Instead, confidence that monetary policymakers won’t be so eager to respond to pockets of reflation given the renewed headwinds facing the global recovery\nWe’ll be tracking this particular evolution in the nature of the bullish repricing if, for no other reason,it will be instrumental in gauging what to anticipate in response to next week’s FOMC meeting and Powell’s press conference.Note that in light of the +8.1% consensus estimate for next week’s release of Q2 real GDP, there is little question that a strong rebound in H1 is priced in and investors have shifted toward trading the next stage in the recovery that contains far greater uncertainties.\nIf the move in real yields is any indication there is growing angst on the rebound; 10-year real rates reached their lowest level since early January and within striking distance of the cycle low at -112.4 bp.\nThe decline in reals is made all the more noteworthy given the proximity to Thursday’s $16 bn new issue 10-year TIPS auction. Current valuations demonstrate not only increasing worry on the spread of the delta variant domestically, but perhaps more consequentially, overseas. Whereas there was once a time when the US rates landscape was solely dictated by the domestic fundamentals, the globalization of the economy and markets now leave Treasury yields a function of the global backdrop. This helps account for the impressive round of bullishness and durability of the bid for USTs even as the data has generally continued to perform well. We’re reminded of the time tested adage that resistance hardly holds on the third attempt, and will monitor the -112 bp line in the sand in 10-year real yields over the balance of the week.","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,"SPY":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":458,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":178677871,"gmtCreate":1626821766093,"gmtModify":1703765683096,"author":{"id":"4087735328781770","authorId":"4087735328781770","name":"civilmoisseu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087735328781770","authorIdStr":"4087735328781770"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>yes","listText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>yes","text":"$Alibaba(BABA)$yes","images":[{"img":"https://static.tigerbbs.com/a583ae5b35c8e5827f8eeed5e2ee5a90","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/178677871","isVote":1,"tweetType":1,"viewCount":313,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":171340789,"gmtCreate":1626708230341,"gmtModify":1703763826367,"author":{"id":"4087735328781770","authorId":"4087735328781770","name":"civilmoisseu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087735328781770","authorIdStr":"4087735328781770"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ASXC\">$Asensus Surgical, Inc.(ASXC)$</a>&nbsp;hurry up","listText":"<a href=\"https://laohu8.com/S/ASXC\">$Asensus Surgical, Inc.(ASXC)$</a>&nbsp;hurry up","text":"$Asensus Surgical, Inc.(ASXC)$ hurry up","images":[{"img":"https://static.tigerbbs.com/7fdd11315490b5e84e04cf739a5e059f","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/171340789","isVote":1,"tweetType":1,"viewCount":186,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":147700802,"gmtCreate":1626389514106,"gmtModify":1703759039068,"author":{"id":"4087735328781770","authorId":"4087735328781770","name":"civilmoisseu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087735328781770","authorIdStr":"4087735328781770"},"themes":[],"htmlText":"Crypto also drop&nbsp;","listText":"Crypto also drop&nbsp;","text":"Crypto also drop","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/147700802","repostId":"1189934203","repostType":4,"repost":{"id":"1189934203","kind":"news","pubTimestamp":1626387468,"share":"https://ttm.financial/m/news/1189934203?lang=en_US&edition=fundamental","pubTime":"2021-07-16 06:17","market":"us","language":"en","title":"Why NVIDIA Stock Just Dropped 4%","url":"https://stock-news.laohu8.com/highlight/detail?id=1189934203","media":"Motley Fool","summary":"Mizuho says NVIDIA is worth $900. Investors disagree.","content":"<blockquote>\n Mizuho says NVIDIA is worth $900. Investors disagree.\n</blockquote>\n<p><b>What happened</b></p>\n<p>Shares of graphics (and crypto-mining) chipmaker&nbsp;<b>NVIDIA</b>(NASDAQ:NVDA)tumbled for a third straight day Thursday, falling 4% in 1:25 p.m. EDT trading despite getting a boost in its price target from Wall Street bank Mizuho.</p>\n<p>And you can probably blame thecryptocurrenciesfor that.</p>\n<p><b>So what</b></p>\n<p>AsStreetInsider.comreports this morning, Mizuho Securities reiterated its \"buy\" rating on NVIDIA and upped the price target on thesemiconductor stockto $900 a share.</p>\n<p>Now with NVIDIA trading below $800 for the past two days, you might think that would be good news and would help to lift the stock, especially with Mizuho commenting that demand for both gaming consoles and gaming PCs looks \"strong\" in the second half of fiscal year 2021. The problem is, one of the biggest factors supporting NVIDIA's business (and its stock price) in recent years has been the demand for its chips for use in machines mining cryptocurrencies such as<b>bitcoin</b>(CRYPTO:BTC). And in case you haven't noticed, cryptocurrency priceshave been in a bit of a rutthe past couple of months.</p>\n<p><b>Now what</b></p>\n<p>To its credit, Mizuho addresses this objection in its note, acknowledging the slump in prices of both bitcoin and<b>Ethereum</b>(CRYPTO:ETH)and pointing out that a recent shift from requiring \"proof of work\" to \"proof of stake\" to generate Ether coins \"makes GPUs less necessary for Ethereum crypto mining\" -- potentially diminishing demand for NVIDIA's chips.</p>\n<p>Nevertheless, citing a \"rebound\" in Chinese demand for chips and the trends in gaming demand as well, the banker is increasing its revenue and earnings predictions for NVIDIA in each of the upcoming second and third fiscal quarters, and for all of fiscal 2022 and 2023 as well. Mizuho now sees NVIDIA earning as much as $16.12 per share this year and $17.70 next year.</p>\n<p>Be that as it may, and even taking Mizuho's projections at face value, at a projected valuation of nearly 43 times forward earnings and a near-term earnings growth rate of 10%, I think I'm going to have to side with the skeptics on this one.NVIDIA stock looks overpriced, and the investors selling it today ... are making the right call.</p>\n<p><img src=\"https://static.tigerbbs.com/0d07bf0013f24819eee6e7d59879d3c9\" tg-width=\"840\" tg-height=\"470\"></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>Why NVIDIA Stock Just Dropped 4%</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\">\nWhy NVIDIA Stock Just Dropped 4%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-16 06:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/07/15/why-nvidia-stock-just-dropped-4/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Mizuho says NVIDIA is worth $900. Investors disagree.\n\nWhat happened\nShares of graphics (and crypto-mining) chipmaker NVIDIA(NASDAQ:NVDA)tumbled for a third straight day Thursday, falling 4% in 1:25 p...</p>\n\n<a href=\"https://www.fool.com/investing/2021/07/15/why-nvidia-stock-just-dropped-4/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.fool.com/investing/2021/07/15/why-nvidia-stock-just-dropped-4/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189934203","content_text":"Mizuho says NVIDIA is worth $900. Investors disagree.\n\nWhat happened\nShares of graphics (and crypto-mining) chipmaker NVIDIA(NASDAQ:NVDA)tumbled for a third straight day Thursday, falling 4% in 1:25 p.m. EDT trading despite getting a boost in its price target from Wall Street bank Mizuho.\nAnd you can probably blame thecryptocurrenciesfor that.\nSo what\nAsStreetInsider.comreports this morning, Mizuho Securities reiterated its \"buy\" rating on NVIDIA and upped the price target on thesemiconductor stockto $900 a share.\nNow with NVIDIA trading below $800 for the past two days, you might think that would be good news and would help to lift the stock, especially with Mizuho commenting that demand for both gaming consoles and gaming PCs looks \"strong\" in the second half of fiscal year 2021. The problem is, one of the biggest factors supporting NVIDIA's business (and its stock price) in recent years has been the demand for its chips for use in machines mining cryptocurrencies such asbitcoin(CRYPTO:BTC). And in case you haven't noticed, cryptocurrency priceshave been in a bit of a rutthe past couple of months.\nNow what\nTo its credit, Mizuho addresses this objection in its note, acknowledging the slump in prices of both bitcoin andEthereum(CRYPTO:ETH)and pointing out that a recent shift from requiring \"proof of work\" to \"proof of stake\" to generate Ether coins \"makes GPUs less necessary for Ethereum crypto mining\" -- potentially diminishing demand for NVIDIA's chips.\nNevertheless, citing a \"rebound\" in Chinese demand for chips and the trends in gaming demand as well, the banker is increasing its revenue and earnings predictions for NVIDIA in each of the upcoming second and third fiscal quarters, and for all of fiscal 2022 and 2023 as well. Mizuho now sees NVIDIA earning as much as $16.12 per share this year and $17.70 next year.\nBe that as it may, and even taking Mizuho's projections at face value, at a projected valuation of nearly 43 times forward earnings and a near-term earnings growth rate of 10%, I think I'm going to have to side with the skeptics on this one.NVIDIA stock looks overpriced, and the investors selling it today ... are making the right call.","news_type":1,"symbols_score_info":{"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":298,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":899243653,"gmtCreate":1628203707872,"gmtModify":1703502925757,"author":{"id":"4087735328781770","authorId":"4087735328781770","name":"civilmoisseu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087735328781770","authorIdStr":"4087735328781770"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GPRO\">$GoPro(GPRO)$</a>yeah","listText":"<a href=\"https://laohu8.com/S/GPRO\">$GoPro(GPRO)$</a>yeah","text":"$GoPro(GPRO)$yeah","images":[{"img":"https://static.tigerbbs.com/fbae3a614041ad04579fed27a1d27ccc","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/899243653","isVote":1,"tweetType":1,"viewCount":2563,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":802066537,"gmtCreate":1627700005529,"gmtModify":1703494923267,"author":{"id":"4087735328781770","authorId":"4087735328781770","name":"civilmoisseu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087735328781770","authorIdStr":"4087735328781770"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/XPEV\">$XPeng Inc.(XPEV)$</a>yes","listText":"<a href=\"https://laohu8.com/S/XPEV\">$XPeng Inc.(XPEV)$</a>yes","text":"$XPeng Inc.(XPEV)$yes","images":[{"img":"https://static.tigerbbs.com/761815cda5bbc519031c1315125a00c0","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/802066537","isVote":1,"tweetType":1,"viewCount":511,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":171903116,"gmtCreate":1626700439835,"gmtModify":1703763569257,"author":{"id":"4087735328781770","authorId":"4087735328781770","name":"civilmoisseu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087735328781770","authorIdStr":"4087735328781770"},"themes":[],"htmlText":"Hopefully&nbsp;","listText":"Hopefully&nbsp;","text":"Hopefully","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/171903116","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":{"SPY":"标普500ETF",".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"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":{".DJI":0.9,".SPX":0.9,".IXIC":0.9,"SPY":0.9}},"isVote":1,"tweetType":1,"viewCount":350,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":179937826,"gmtCreate":1626481101065,"gmtModify":1703760800134,"author":{"id":"4087735328781770","authorId":"4087735328781770","name":"civilmoisseu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087735328781770","authorIdStr":"4087735328781770"},"themes":[],"htmlText":"Hang on","listText":"Hang on","text":"Hang on","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/179937826","repostId":"2151500861","repostType":4,"isVote":1,"tweetType":1,"viewCount":433,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":801227601,"gmtCreate":1627519836303,"gmtModify":1703491495269,"author":{"id":"4087735328781770","authorId":"4087735328781770","name":"civilmoisseu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087735328781770","authorIdStr":"4087735328781770"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/C\">$Citigroup(C)$</a>continue","listText":"<a href=\"https://laohu8.com/S/C\">$Citigroup(C)$</a>continue","text":"$Citigroup(C)$continue","images":[{"img":"https://static.tigerbbs.com/afaaa864615c7fdf08f778c31895e340","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/801227601","isVote":1,"tweetType":1,"viewCount":452,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":809061034,"gmtCreate":1627340614428,"gmtModify":1703487763787,"author":{"id":"4087735328781770","authorId":"4087735328781770","name":"civilmoisseu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087735328781770","authorIdStr":"4087735328781770"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BA\">$Boeing(BA)$</a>coming","listText":"<a href=\"https://laohu8.com/S/BA\">$Boeing(BA)$</a>coming","text":"$Boeing(BA)$coming","images":[{"img":"https://static.tigerbbs.com/8517dbb5016127c4222fb95ac194cd1a","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/809061034","isVote":1,"tweetType":1,"viewCount":459,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":173380535,"gmtCreate":1626616745927,"gmtModify":1703762356353,"author":{"id":"4087735328781770","authorId":"4087735328781770","name":"civilmoisseu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087735328781770","authorIdStr":"4087735328781770"},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/173380535","repostId":"2152811496","repostType":4,"repost":{"id":"2152811496","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":1626548760,"share":"https://ttm.financial/m/news/2152811496?lang=en_US&edition=fundamental","pubTime":"2021-07-18 03:06","market":"sh","language":"en","title":"Pfizer is making the case for COVID-19 booster shots. Fauci say we don't need a third dose yet. Who's right?","url":"https://stock-news.laohu8.com/highlight/detail?id=2152811496","media":"Dow Jones","summary":"'I think people are hesitant to support booster dosing because at least for now it's unnecessary,' s","content":"<p>'I think people are hesitant to support booster dosing because at least for now it's unnecessary,' said Dr. Paul Offit, a vaccine expert</p>\n<p>A very public regulatory debate about COVID-19 booster shots has seemingly put Pfizer at odds with federal health officials who say it's not necessary to get another shot at this time.</p>\n<p>Pfizer <a href=\"https://laohu8.com/S/PFE\">$(PFE)$</a> last week reiterated plans to seek emergency authorization that tied waning protection from its vaccine to the more transmissible delta variant. The drug maker also said it's developing a booster specifically targeting delta, which is now thought to be the dominant strain of the virus in the U.S.</p>\n<p>Health officials and medical experts, on the other hand, continue to say there is no scientific case for COVID-19 boosters right now.</p>\n<p>\"I think people are hesitant to support booster dosing because at least for now it's unnecessary,\" Dr. Paul Offit, director of the Vaccine Education Center at Children's Hospital of Philadelphia, told MarketWatch in an email.</p>\n<p>Dr. Anthony Fauci, chief medical adviser to President Joe Biden, on Sunday told CNN on Thursday saying something similar.</p>\n<p>And, in an email sent Friday afternoon and viewed by MarketWatch, National Institutes of Health director Dr. Francis Collins told staff that \"Pfizer seems to have gotten way out over their skis here,\" indicating that the company may be getting ahead of itself when it comes to boosters.</p>\n<p>But if the science evolves and it indicates that boosters are needed, that's going to present a new set of communication challenges for the Biden administration.</p>\n<p>\"It's distracting if people are getting an impression from statements from companies that they need\" to get a booster, said Dr. Lynn Goldman, an epidemiologist and dean of the Milken Institute School of Public Health at George Washington University. \"We're still trying to get people to immunize in the first place.\"</p>\n<p>The vaccination rate in the U.S. has flatlined at 48% . Telling people they need to get a third shot down line could lead to confusion, frustration, or an even more firm \"no\" from the hesitant.</p>\n<p>\"When you have so many Americans that are hesitant to get vaccinated, articulating to them that, 'Hey, the initial vaccines aren't going to be enough forever, and you're going to have to do this on a regular occurrence,' could make them more skeptical of the vaccines and less willing to get vaccinated initially,\" said Chris Meekins, a health policy analyst at Raymond James.</p>\n<p>The case for boosters is complicated</p>\n<p>Many public-health experts have said they expect booster doses will be necessary as immunity wanes and new variants emerge. However, much of that need is going to be based on when protection begins to diminish and in whom.</p>\n<p>Some experts believe booster shots will only be recommended for certain vulnerable segments of the population, like the elderly or people who are immunocompromised, and not for generally healthy Americans who want to reinforce the level of protection they already have. An influential CDC committee is expected to meet July 22 to discuss whether immunocompromised people need a booster shot.</p>\n<p>\"We believe the likely upcoming spike in cases and deaths may tip the balance\" in favor of boosters, RBC Capital Markets analyst Brian Abrahams told investors this week. \"Should a targeted booster approach be taken, we believe this provides evidence that immunosuppressed individuals and those with co-morbidities should be among the first dosed.\"</p>\n<p>This discussion is already playing out in other countries.</p>\n<p>A group of French doctors published a letter , outlining who can get a third shot depending on age, health status, and profession. Israel is now offering third doses to the immunocompromised.</p>\n<p>In the U.S., vaccine makers face a specific set of obstacles. One has to do with ensuring supply at a time when the authorized vaccines developed by Johnson &amp; Johnson <a href=\"https://laohu8.com/S/JNJ\">$(JNJ)$</a>, Moderna <a href=\"https://laohu8.com/S/MRNA\">$(MRNA)$</a>, and Pfizer are still bound by the requirements of the Defense Production Act, which can require companies based here to give priority to the U.S. during the public-health emergency.</p>\n<p>\"It looks like the pharmaceutical company is at odds with our federal health officials,\" said Dr. Leana Wen, an emergency room physician, \"when, actually, this is a matter of the pharmaceutical companies wanting to be prepared, wanting to have the boosters available, if and when they're needed.\"</p>\n<p>Moderna is studying booster doses, too. It announced a new deal in June with the U.S. for 200 million doses, \"which could be used for primary vaccination, including of children, or possibly as a booster if that becomes necessary to continue to defeat the pandemic,\" Moderna CEO Stéphane Bancel said in a news release. The company has signed agreements that could include booster shots with Argentina, Europe, Saudi Arabia, and Switzerland.</p>\n<p>Pfizer has not announced any deals that include boosters with the U.S.</p>\n<p>\"I think the company believes that it can garner public opinion to support a booster over people's fear of the most recent delta variant and are capitalizing on that opportunity to try to force the government in the direction they want it to go,\" Meekins said.</p>\n<p>How long does immunity from vaccines last?</p>\n<p>In a nutshell: We don't know. There are a still a number of unanswered questions about the \"durability\" of immunity.</p>\n<p>These include: What is the level of neutralizing antibody titers that still provide protection? Will T-cell response provide immunity if antibodies wane? When will we have a test that assesses antibody levels? When will the FDA establish a \"correlate\" of protection? Will only the most vulnerable people need a boost?</p>\n<p>To further complicate things, this is the first time we've had a vaccine for a coronavirus and the first time that mRNA shots have ever been deployed. Those factors create additional unknowns. And so without answers to some or all of these questions, we are largely stuck guessing.</p>\n<p>\"We basically are operating, in my view, in a fact-free zone,\" Goldman said. \"I don't think it at all irrational to get a EUA for boosters right now. I see the rationale. How we talk about it is a different issue.\"</p>\n<p>Pfizer recently said that immunity provided by its COVID-19 vaccine can wane six to 12 months after full vaccination; other officials believe the length of immunity is close to the tail end of that estimate, including the FDA's Dr. Peter Marks, who suggested in May that it's closer to at least <a href=\"https://laohu8.com/S/AONE.U\">one</a> year of protection.</p>\n<p>\"It's very unlikely that immunity is just going to fall off a cliff at some point,\" Wen said. \"More likely, you're going to see a gradual waning over time...And so I think that is part of the difficulty in translating these complicated messages to sound bites for the general public.\"</p>\n<p>See now:WHO head slams countries for ordering millions of COVID booster shots, when much of the world has not even vaccinated the most vulnerable</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>Pfizer is making the case for COVID-19 booster shots. Fauci say we don't need a third dose yet. Who's right?</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\">\nPfizer is making the case for COVID-19 booster shots. Fauci say we don't need a third dose yet. Who's right?\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\">2021-07-18 03:06</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>'I think people are hesitant to support booster dosing because at least for now it's unnecessary,' said Dr. Paul Offit, a vaccine expert</p>\n<p>A very public regulatory debate about COVID-19 booster shots has seemingly put Pfizer at odds with federal health officials who say it's not necessary to get another shot at this time.</p>\n<p>Pfizer <a href=\"https://laohu8.com/S/PFE\">$(PFE)$</a> last week reiterated plans to seek emergency authorization that tied waning protection from its vaccine to the more transmissible delta variant. The drug maker also said it's developing a booster specifically targeting delta, which is now thought to be the dominant strain of the virus in the U.S.</p>\n<p>Health officials and medical experts, on the other hand, continue to say there is no scientific case for COVID-19 boosters right now.</p>\n<p>\"I think people are hesitant to support booster dosing because at least for now it's unnecessary,\" Dr. Paul Offit, director of the Vaccine Education Center at Children's Hospital of Philadelphia, told MarketWatch in an email.</p>\n<p>Dr. Anthony Fauci, chief medical adviser to President Joe Biden, on Sunday told CNN on Thursday saying something similar.</p>\n<p>And, in an email sent Friday afternoon and viewed by MarketWatch, National Institutes of Health director Dr. Francis Collins told staff that \"Pfizer seems to have gotten way out over their skis here,\" indicating that the company may be getting ahead of itself when it comes to boosters.</p>\n<p>But if the science evolves and it indicates that boosters are needed, that's going to present a new set of communication challenges for the Biden administration.</p>\n<p>\"It's distracting if people are getting an impression from statements from companies that they need\" to get a booster, said Dr. Lynn Goldman, an epidemiologist and dean of the Milken Institute School of Public Health at George Washington University. \"We're still trying to get people to immunize in the first place.\"</p>\n<p>The vaccination rate in the U.S. has flatlined at 48% . Telling people they need to get a third shot down line could lead to confusion, frustration, or an even more firm \"no\" from the hesitant.</p>\n<p>\"When you have so many Americans that are hesitant to get vaccinated, articulating to them that, 'Hey, the initial vaccines aren't going to be enough forever, and you're going to have to do this on a regular occurrence,' could make them more skeptical of the vaccines and less willing to get vaccinated initially,\" said Chris Meekins, a health policy analyst at Raymond James.</p>\n<p>The case for boosters is complicated</p>\n<p>Many public-health experts have said they expect booster doses will be necessary as immunity wanes and new variants emerge. However, much of that need is going to be based on when protection begins to diminish and in whom.</p>\n<p>Some experts believe booster shots will only be recommended for certain vulnerable segments of the population, like the elderly or people who are immunocompromised, and not for generally healthy Americans who want to reinforce the level of protection they already have. An influential CDC committee is expected to meet July 22 to discuss whether immunocompromised people need a booster shot.</p>\n<p>\"We believe the likely upcoming spike in cases and deaths may tip the balance\" in favor of boosters, RBC Capital Markets analyst Brian Abrahams told investors this week. \"Should a targeted booster approach be taken, we believe this provides evidence that immunosuppressed individuals and those with co-morbidities should be among the first dosed.\"</p>\n<p>This discussion is already playing out in other countries.</p>\n<p>A group of French doctors published a letter , outlining who can get a third shot depending on age, health status, and profession. Israel is now offering third doses to the immunocompromised.</p>\n<p>In the U.S., vaccine makers face a specific set of obstacles. One has to do with ensuring supply at a time when the authorized vaccines developed by Johnson &amp; Johnson <a href=\"https://laohu8.com/S/JNJ\">$(JNJ)$</a>, Moderna <a href=\"https://laohu8.com/S/MRNA\">$(MRNA)$</a>, and Pfizer are still bound by the requirements of the Defense Production Act, which can require companies based here to give priority to the U.S. during the public-health emergency.</p>\n<p>\"It looks like the pharmaceutical company is at odds with our federal health officials,\" said Dr. Leana Wen, an emergency room physician, \"when, actually, this is a matter of the pharmaceutical companies wanting to be prepared, wanting to have the boosters available, if and when they're needed.\"</p>\n<p>Moderna is studying booster doses, too. It announced a new deal in June with the U.S. for 200 million doses, \"which could be used for primary vaccination, including of children, or possibly as a booster if that becomes necessary to continue to defeat the pandemic,\" Moderna CEO Stéphane Bancel said in a news release. The company has signed agreements that could include booster shots with Argentina, Europe, Saudi Arabia, and Switzerland.</p>\n<p>Pfizer has not announced any deals that include boosters with the U.S.</p>\n<p>\"I think the company believes that it can garner public opinion to support a booster over people's fear of the most recent delta variant and are capitalizing on that opportunity to try to force the government in the direction they want it to go,\" Meekins said.</p>\n<p>How long does immunity from vaccines last?</p>\n<p>In a nutshell: We don't know. There are a still a number of unanswered questions about the \"durability\" of immunity.</p>\n<p>These include: What is the level of neutralizing antibody titers that still provide protection? Will T-cell response provide immunity if antibodies wane? When will we have a test that assesses antibody levels? When will the FDA establish a \"correlate\" of protection? Will only the most vulnerable people need a boost?</p>\n<p>To further complicate things, this is the first time we've had a vaccine for a coronavirus and the first time that mRNA shots have ever been deployed. Those factors create additional unknowns. And so without answers to some or all of these questions, we are largely stuck guessing.</p>\n<p>\"We basically are operating, in my view, in a fact-free zone,\" Goldman said. \"I don't think it at all irrational to get a EUA for boosters right now. I see the rationale. How we talk about it is a different issue.\"</p>\n<p>Pfizer recently said that immunity provided by its COVID-19 vaccine can wane six to 12 months after full vaccination; other officials believe the length of immunity is close to the tail end of that estimate, including the FDA's Dr. Peter Marks, who suggested in May that it's closer to at least <a href=\"https://laohu8.com/S/AONE.U\">one</a> year of protection.</p>\n<p>\"It's very unlikely that immunity is just going to fall off a cliff at some point,\" Wen said. \"More likely, you're going to see a gradual waning over time...And so I think that is part of the difficulty in translating these complicated messages to sound bites for the general public.\"</p>\n<p>See now:WHO head slams countries for ordering millions of COVID booster shots, when much of the world has not even vaccinated the most vulnerable</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MRNA":"Moderna, Inc.","JNJ":"强生","PFE":"辉瑞"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2152811496","content_text":"'I think people are hesitant to support booster dosing because at least for now it's unnecessary,' said Dr. Paul Offit, a vaccine expert\nA very public regulatory debate about COVID-19 booster shots has seemingly put Pfizer at odds with federal health officials who say it's not necessary to get another shot at this time.\nPfizer $(PFE)$ last week reiterated plans to seek emergency authorization that tied waning protection from its vaccine to the more transmissible delta variant. The drug maker also said it's developing a booster specifically targeting delta, which is now thought to be the dominant strain of the virus in the U.S.\nHealth officials and medical experts, on the other hand, continue to say there is no scientific case for COVID-19 boosters right now.\n\"I think people are hesitant to support booster dosing because at least for now it's unnecessary,\" Dr. Paul Offit, director of the Vaccine Education Center at Children's Hospital of Philadelphia, told MarketWatch in an email.\nDr. Anthony Fauci, chief medical adviser to President Joe Biden, on Sunday told CNN on Thursday saying something similar.\nAnd, in an email sent Friday afternoon and viewed by MarketWatch, National Institutes of Health director Dr. Francis Collins told staff that \"Pfizer seems to have gotten way out over their skis here,\" indicating that the company may be getting ahead of itself when it comes to boosters.\nBut if the science evolves and it indicates that boosters are needed, that's going to present a new set of communication challenges for the Biden administration.\n\"It's distracting if people are getting an impression from statements from companies that they need\" to get a booster, said Dr. Lynn Goldman, an epidemiologist and dean of the Milken Institute School of Public Health at George Washington University. \"We're still trying to get people to immunize in the first place.\"\nThe vaccination rate in the U.S. has flatlined at 48% . Telling people they need to get a third shot down line could lead to confusion, frustration, or an even more firm \"no\" from the hesitant.\n\"When you have so many Americans that are hesitant to get vaccinated, articulating to them that, 'Hey, the initial vaccines aren't going to be enough forever, and you're going to have to do this on a regular occurrence,' could make them more skeptical of the vaccines and less willing to get vaccinated initially,\" said Chris Meekins, a health policy analyst at Raymond James.\nThe case for boosters is complicated\nMany public-health experts have said they expect booster doses will be necessary as immunity wanes and new variants emerge. However, much of that need is going to be based on when protection begins to diminish and in whom.\nSome experts believe booster shots will only be recommended for certain vulnerable segments of the population, like the elderly or people who are immunocompromised, and not for generally healthy Americans who want to reinforce the level of protection they already have. An influential CDC committee is expected to meet July 22 to discuss whether immunocompromised people need a booster shot.\n\"We believe the likely upcoming spike in cases and deaths may tip the balance\" in favor of boosters, RBC Capital Markets analyst Brian Abrahams told investors this week. \"Should a targeted booster approach be taken, we believe this provides evidence that immunosuppressed individuals and those with co-morbidities should be among the first dosed.\"\nThis discussion is already playing out in other countries.\nA group of French doctors published a letter , outlining who can get a third shot depending on age, health status, and profession. Israel is now offering third doses to the immunocompromised.\nIn the U.S., vaccine makers face a specific set of obstacles. One has to do with ensuring supply at a time when the authorized vaccines developed by Johnson & Johnson $(JNJ)$, Moderna $(MRNA)$, and Pfizer are still bound by the requirements of the Defense Production Act, which can require companies based here to give priority to the U.S. during the public-health emergency.\n\"It looks like the pharmaceutical company is at odds with our federal health officials,\" said Dr. Leana Wen, an emergency room physician, \"when, actually, this is a matter of the pharmaceutical companies wanting to be prepared, wanting to have the boosters available, if and when they're needed.\"\nModerna is studying booster doses, too. It announced a new deal in June with the U.S. for 200 million doses, \"which could be used for primary vaccination, including of children, or possibly as a booster if that becomes necessary to continue to defeat the pandemic,\" Moderna CEO Stéphane Bancel said in a news release. The company has signed agreements that could include booster shots with Argentina, Europe, Saudi Arabia, and Switzerland.\nPfizer has not announced any deals that include boosters with the U.S.\n\"I think the company believes that it can garner public opinion to support a booster over people's fear of the most recent delta variant and are capitalizing on that opportunity to try to force the government in the direction they want it to go,\" Meekins said.\nHow long does immunity from vaccines last?\nIn a nutshell: We don't know. There are a still a number of unanswered questions about the \"durability\" of immunity.\nThese include: What is the level of neutralizing antibody titers that still provide protection? Will T-cell response provide immunity if antibodies wane? When will we have a test that assesses antibody levels? When will the FDA establish a \"correlate\" of protection? Will only the most vulnerable people need a boost?\nTo further complicate things, this is the first time we've had a vaccine for a coronavirus and the first time that mRNA shots have ever been deployed. Those factors create additional unknowns. And so without answers to some or all of these questions, we are largely stuck guessing.\n\"We basically are operating, in my view, in a fact-free zone,\" Goldman said. \"I don't think it at all irrational to get a EUA for boosters right now. I see the rationale. How we talk about it is a different issue.\"\nPfizer recently said that immunity provided by its COVID-19 vaccine can wane six to 12 months after full vaccination; other officials believe the length of immunity is close to the tail end of that estimate, including the FDA's Dr. Peter Marks, who suggested in May that it's closer to at least one year of protection.\n\"It's very unlikely that immunity is just going to fall off a cliff at some point,\" Wen said. \"More likely, you're going to see a gradual waning over time...And so I think that is part of the difficulty in translating these complicated messages to sound bites for the general public.\"\nSee now:WHO head slams countries for ordering millions of COVID booster shots, when much of the world has not even vaccinated the most vulnerable","news_type":1,"symbols_score_info":{"MRNA":0.9,"JNJ":0.9,"PFE":0.9}},"isVote":1,"tweetType":1,"viewCount":409,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":173380242,"gmtCreate":1626616707286,"gmtModify":1703762357331,"author":{"id":"4087735328781770","authorId":"4087735328781770","name":"civilmoisseu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087735328781770","authorIdStr":"4087735328781770"},"themes":[],"htmlText":"Good news&nbsp;","listText":"Good news&nbsp;","text":"Good news","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/173380242","repostId":"1183956332","repostType":4,"isVote":1,"tweetType":1,"viewCount":465,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":830049085,"gmtCreate":1628995711447,"gmtModify":1676529906416,"author":{"id":"4087735328781770","authorId":"4087735328781770","name":"civilmoisseu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087735328781770","authorIdStr":"4087735328781770"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>yup","listText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>yup","text":"$Apple(AAPL)$yup","images":[{"img":"https://static.tigerbbs.com/7398e742bb93c81266be52aab54555d9","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/830049085","isVote":1,"tweetType":1,"viewCount":1563,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":898687125,"gmtCreate":1628493476167,"gmtModify":1703507007823,"author":{"id":"4087735328781770","authorId":"4087735328781770","name":"civilmoisseu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087735328781770","authorIdStr":"4087735328781770"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BAC\">$Bank of America(BAC)$</a>yes","listText":"<a href=\"https://laohu8.com/S/BAC\">$Bank of America(BAC)$</a>yes","text":"$Bank of America(BAC)$yes","images":[{"img":"https://static.tigerbbs.com/fa7690df900e6ad9bd07ce77a22d3776","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/898687125","isVote":1,"tweetType":1,"viewCount":1585,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":804135546,"gmtCreate":1627944673585,"gmtModify":1703498145945,"author":{"id":"4087735328781770","authorId":"4087735328781770","name":"civilmoisseu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087735328781770","authorIdStr":"4087735328781770"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BA\">$Boeing(BA)$</a>&nbsp;come on","listText":"<a href=\"https://laohu8.com/S/BA\">$Boeing(BA)$</a>&nbsp;come on","text":"$Boeing(BA)$ come on","images":[{"img":"https://static.tigerbbs.com/0ade0ff3d41ffef2c73df70988b7631f","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/804135546","isVote":1,"tweetType":1,"viewCount":1849,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"lives":[]}