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2022-07-05

$GitLab, Inc.(GTLB)$dead.... sell?!!!

2022-07-08

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US STOCKS-S&P, Nasdaq Rise for Fourth Straight Day as Rate-hike Fears Ease

2022-08-30

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3 Terrible Stocks to Avoid

2022-08-09

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Nvidia: Execution Issues Surfacing Again With Its Downcast Q2 Guidance

2022-07-04

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Tiger Chart | 8 Major Investment Banks' Forecast of Fed’s Rate Hikes, Inflation and Recession in H2 2022

2022-05-20

$GitLab, Inc.(GTLB)$so dead... hang

2022-04-21

$GitLab, Inc.(GTLB)$will it go back up??? holding

2022-04-10

$Q & M DENTAL GROUP (S) LIMITED(QC7.SI)$time to buy? or still wait?!

2022-09-11

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How a CEO Rescued a Big Bet on Big Oil; "There Were a Lot of Doubters"

2022-05-11

$Tiger Brokers(TIGR)$haizzz

Go to Tiger App to see more news

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days","bigImgUrl":"https://static.tigerbbs.com/0063fb68ea29c9ae6858c58630e182d5","smallImgUrl":"https://static.tigerbbs.com/96c699a93be4214d4b49aea6a5a5d1a4","grayImgUrl":"https://static.tigerbbs.com/35b0e542a9ff77046ed69ef602bc105d","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":1,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.07.06","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},"individualDisplayBadges":null,"crmLevel":11,"crmLevelSwitch":1,"location":null,"starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"hot","tweets":[{"id":463095016513712,"gmtCreate":1754090146116,"gmtModify":1754090148696,"author":{"id":"4096851435955450","authorId":"4096851435955450","name":"pyongco","avatar":"https://static.tigerbbs.com/e8b824fbd1a44429043480287f6a1724","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4096851435955450","idStr":"4096851435955450"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/463095016513712","repostId":"462320143696056","repostType":1,"repost":{"id":462320143696056,"gmtCreate":1753915580707,"gmtModify":1754133602332,"author":{"id":"3559581955535845","authorId":"3559581955535845","name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3559581955535845","idStr":"3559581955535845"},"themes":[],"title":"SoFi : Dilution Drama or Strategic Firepower? ","htmlText":"🌟🌟🌟SoFi&nbsp;<a href=\"https://ttm.financial/S/SOFI\">$SoFi Technologies Inc.(SOFI)$&nbsp;</a><v-v data-views=\"0\"></v-v> has just made waves with an eye popping USD 1.5 billion equity raise, selling g 71.9 million shares at USD 20.85 plus another 10.8 million optional shares.&nbsp; The result? A 6% to 7% dilution, an 8% pre market drop and a fair amount of angst among existing shareholders.&nbsp; But behind the selloff lies a strategy that is bold, calculated and potentially transformative. What Investors Should Know About the Dilution&nbsp; Dilution Impact : More shares mean that each existing share represents a smaller slice of the company.&nbsp; EPS may take a hit and short term price pressure is likely - as seen in the 8%&nbsp;premarket drop following the announcement.&nbsp; Why Is It Ha","listText":"🌟🌟🌟SoFi&nbsp;<a href=\"https://ttm.financial/S/SOFI\">$SoFi Technologies Inc.(SOFI)$&nbsp;</a><v-v data-views=\"0\"></v-v> has just made waves with an eye popping USD 1.5 billion equity raise, selling g 71.9 million shares at USD 20.85 plus another 10.8 million optional shares.&nbsp; The result? A 6% to 7% dilution, an 8% pre market drop and a fair amount of angst among existing shareholders.&nbsp; But behind the selloff lies a strategy that is bold, calculated and potentially transformative. What Investors Should Know About the Dilution&nbsp; Dilution Impact : More shares mean that each existing share represents a smaller slice of the company.&nbsp; EPS may take a hit and short term price pressure is likely - as seen in the 8%&nbsp;premarket drop following the announcement.&nbsp; Why Is It Ha","text":"🌟🌟🌟SoFi $SoFi Technologies Inc.(SOFI)$ has just made waves with an eye popping USD 1.5 billion equity raise, selling g 71.9 million shares at USD 20.85 plus another 10.8 million optional shares. The result? A 6% to 7% dilution, an 8% pre market drop and a fair amount of angst among existing shareholders. But behind the selloff lies a strategy that is bold, calculated and potentially transformative. What Investors Should Know About the Dilution Dilution Impact : More shares mean that each existing share represents a smaller slice of the company. EPS may take a hit and short term price pressure is likely - as seen in the 8% premarket drop following the announcement. Why Is It Ha","images":[{"img":"https://community-static.tradeup.com/news/5067e484f62520b3cf66031c83581c31","width":"1080","height":"2340"},{"img":"https://community-static.tradeup.com/news/9818b7a1803a661fac29489a6e2f85d5","width":"1080","height":"2340"},{"img":"https://community-static.tradeup.com/news/a8bdbe4d3ec9db0c4d91ae026a039611","width":"1080","height":"2340"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/462320143696056","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1515,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":325973577716040,"gmtCreate":1720607482359,"gmtModify":1720607502213,"author":{"id":"4096851435955450","authorId":"4096851435955450","name":"pyongco","avatar":"https://static.tigerbbs.com/e8b824fbd1a44429043480287f6a1724","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4096851435955450","idStr":"4096851435955450"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/325973577716040","repostId":"325887608111440","repostType":1,"repost":{"id":325887608111440,"gmtCreate":1720586497419,"gmtModify":1720586501711,"author":{"id":"4175991364641582","authorId":"4175991364641582","name":"Rana A","avatar":"https://community-static.tradeup.com/news/77ee236d3476b3dca93f55e0e51f947a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4175991364641582","idStr":"4175991364641582"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$ </a> if ceo sold his shares again dosent that mean its gonna drop again? share your thoughts&nbsp;&nbsp;[Smug]&nbsp;&nbsp;","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$ </a> if ceo sold his shares again dosent that mean its gonna drop again? share your thoughts&nbsp;&nbsp;[Smug]&nbsp;&nbsp;","text":"$NVIDIA Corp(NVDA)$ if ceo sold his shares again dosent that mean its gonna drop again? share your thoughts [Smug]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/325887608111440","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3210,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9911680122,"gmtCreate":1664194069767,"gmtModify":1676537407079,"author":{"id":"4096851435955450","authorId":"4096851435955450","name":"pyongco","avatar":"https://static.tigerbbs.com/e8b824fbd1a44429043480287f6a1724","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4096851435955450","idStr":"4096851435955450"},"themes":[],"htmlText":"oo","listText":"oo","text":"oo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9911680122","repostId":"1113296617","repostType":4,"repost":{"id":"1113296617","kind":"news","pubTimestamp":1664189354,"share":"https://ttm.financial/m/news/1113296617?lang=en_US&edition=fundamental","pubTime":"2022-09-26 18:49","market":"us","language":"en","title":"Dow Futures Fall 200 Points As the British Pound Hits Record Low Against the Dollar","url":"https://stock-news.laohu8.com/highlight/detail?id=1113296617","media":"Wall Street Journal","summary":"Futures on the S&P 500 slipped 0.63% and futures on the Dow Jones Industrial Average fell 0.62%. Cha","content":"<div>\n<p>Futures on the S&P 500 slipped 0.63% and futures on the Dow Jones Industrial Average fell 0.62%. Changes in equity futures do not necessarily predict market moves after the markets open.In Europe, the...</p>\n\n<a href=\"https://www.wsj.com/livecoverage/stock-market-news-today-09-26-2022\">Source Link</a>\n\n</div>\n","source":"wsj_highlight","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>Dow Futures Fall 200 Points As the British Pound Hits Record Low Against the Dollar</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\">\nDow Futures Fall 200 Points As the British Pound Hits Record Low Against the Dollar\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-26 18:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.wsj.com/livecoverage/stock-market-news-today-09-26-2022><strong>Wall Street Journal</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Futures on the S&P 500 slipped 0.63% and futures on the Dow Jones Industrial Average fell 0.62%. Changes in equity futures do not necessarily predict market moves after the markets open.In Europe, the...</p>\n\n<a href=\"https://www.wsj.com/livecoverage/stock-market-news-today-09-26-2022\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"VIX":"标普500波动率指数"},"source_url":"https://www.wsj.com/livecoverage/stock-market-news-today-09-26-2022","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1113296617","content_text":"Futures on the S&P 500 slipped 0.63% and futures on the Dow Jones Industrial Average fell 0.62%. Changes in equity futures do not necessarily predict market moves after the markets open.In Europe, the Stoxx Europe 600 was down 0.83%, Unilever rose 0.63% and Diageo remained almost flat.The U.K.'s FTSE 100 slipped 0.86%. Other stock indexes in Europe were similar as France's CAC 40 fell 0.3% and Germany's DAX slid 0.2%, whereas the U.K.'s FTSE 250 was 1.59% lower.The British pound was down 0.8% against the dollar, with 1 pound buying $1.07. Meanwhile, the Swiss franc and the euro traded flat against the U.S. dollar.In commodities, Brent crude declined 0.33% to $85.87 a barrel. Gold fell 0.48% at $1,647.60 a troy ounce.VIX, VIXmain jumped over 8% and 3% separately.German 10-year bund yields rose to 2.078% and the yield on U.K. 10-year gilts was up to 4.044%. 10-year U.S. Treasury yields were up to 3.759% from 3.695% on Friday. Bond yields move inversely to prices.Indexes in Asia mostly fell as Hong Kong's Hang Seng lost 0.4%, Japan's Nikkei 225 index shed 2.7% and China's benchmark Shanghai Composite was 1.2% lower.","news_type":1,"symbols_score_info":{"VIXmain":0.9,"YMmain":0.9,"ESmain":0.9,"GCmain":0.9,"VIX":0.9,"CLmain":0.9,"BZmain":0.9,"NQmain":0.9}},"isVote":1,"tweetType":1,"viewCount":3979,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9919475565,"gmtCreate":1663855359057,"gmtModify":1676537350323,"author":{"id":"4096851435955450","authorId":"4096851435955450","name":"pyongco","avatar":"https://static.tigerbbs.com/e8b824fbd1a44429043480287f6a1724","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4096851435955450","idStr":"4096851435955450"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9919475565","repostId":"1110186748","repostType":4,"repost":{"id":"1110186748","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1663854711,"share":"https://ttm.financial/m/news/1110186748?lang=en_US&edition=fundamental","pubTime":"2022-09-22 21:51","market":"us","language":"en","title":"Meme Stocks Slipped in Morning Trading, With FuboTV and Microvision Falling Over 4%","url":"https://stock-news.laohu8.com/highlight/detail?id=1110186748","media":"Tiger Newspress","summary":"Meme stocks slipped in morning trading, with fuboTV Inc. and Microvision falling over 4%.","content":"<html><head></head><body><p>Meme stocks slipped in morning trading, with <a href=\"https://laohu8.com/S/FUBO\">fuboTV Inc.</a> and <a href=\"https://laohu8.com/S/MVIS\">Microvision</a> falling over 4%.<img src=\"https://static.tigerbbs.com/b2159acd1405a1b4d32946b504b2ec05\" tg-width=\"267\" tg-height=\"479\" width=\"100%\" height=\"auto\"/></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>Meme Stocks Slipped in Morning Trading, With FuboTV and Microvision Falling Over 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\">\nMeme Stocks Slipped in Morning Trading, With FuboTV and Microvision Falling Over 4%\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\">2022-09-22 21:51</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Meme stocks slipped in morning trading, with <a href=\"https://laohu8.com/S/FUBO\">fuboTV Inc.</a> and <a href=\"https://laohu8.com/S/MVIS\">Microvision</a> falling over 4%.<img src=\"https://static.tigerbbs.com/b2159acd1405a1b4d32946b504b2ec05\" tg-width=\"267\" tg-height=\"479\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MVIS":"维视图像","FUBO":"fuboTV Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1110186748","content_text":"Meme stocks slipped in morning trading, with fuboTV Inc. and Microvision falling over 4%.","news_type":1,"symbols_score_info":{"MVIS":0.9,"FUBO":0.9}},"isVote":1,"tweetType":1,"viewCount":3401,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9932121275,"gmtCreate":1662901442197,"gmtModify":1676537159972,"author":{"id":"4096851435955450","authorId":"4096851435955450","name":"pyongco","avatar":"https://static.tigerbbs.com/e8b824fbd1a44429043480287f6a1724","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4096851435955450","idStr":"4096851435955450"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9932121275","repostId":"2266817381","repostType":4,"repost":{"id":"2266817381","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":1662861434,"share":"https://ttm.financial/m/news/2266817381?lang=en_US&edition=fundamental","pubTime":"2022-09-11 09:57","market":"us","language":"en","title":"How a CEO Rescued a Big Bet on Big Oil; \"There Were a Lot of Doubters\"","url":"https://stock-news.laohu8.com/highlight/detail?id=2266817381","media":"Dow Jones","summary":"Occidental Petroleum Corp. entered the thick of the pandemic among the worst prepared of its U.S. oi","content":"<html><head></head><body><p><img src=\"https://static.tigerbbs.com/be5cb2e717152d9e61504d0803ac3654\" tg-width=\"1278\" tg-height=\"1278\" referrerpolicy=\"no-referrer\"/>Occidental Petroleum Corp. entered the thick of the pandemic among the worst prepared of its U.S. oil-and-gas peers. Struggling with debt from an ill-timed $38 billion deal, Chief ExecutiveVicki Hollubwas fending off activist investorCarl Icahn, who controlled two board seats.</p><p>Two years later, the company has emerged as the top performer in the S&amp;P 500, and Ms. Hollub has traded Mr. Icahn, who sold all of his Occidental shares in March, for Warren Buffett, whoseBerkshire Hathaway Inc. now owns more than 20% of the company.</p><p>It was touch and go for a time. Months before the pandemic took hold, she implemented widespread layoffs. To stave off bankruptcy after oil prices collapsed in 2020, she slashed spending and nearly eliminated Occidental’s once-sacrosanct dividend—“the biggest and toughest decision that I made and I’ve ever made in my career,” she said in an interview.</p><p>Her 2019 acquisition of rival Anadarko Petroleum Corp., which Mr. Icahn called a “disaster,” has given Occidental the dominant position in the largest U.S. shale-oil field, the Permian Basin. Lifted by climbing oil prices, Occidental generated a record $4.35 billion in free cash flow and $3.7 billion in profit in the second quarter. It has cut its debt to $22 billion from nearly $36 billion a year ago.</p><p><img src=\"https://static.tigerbbs.com/61847881fba325e1dc5c7ed3280e29db\" tg-width=\"1260\" tg-height=\"840\" referrerpolicy=\"no-referrer\"/>Oil-and-gas producers have reported banner profits this year, even as a global energy crisis sparked by Russia’s invasion of Ukraine has threatened to derail European industries, left the U.K. facing its worst economic crisis since the 1970s and forced the Netherlands, Germany and India to rely heavily on coal to make up for a dearth of natural gas.</p><p>But Ms. Hollub, the first woman to be CEO of a major U.S. oil company, says she doesn’t feel vindicated. “I just feel relief,” she said. “There were a lot of doubters.”</p><p>Mr. Buffett has publicly lauded Ms. Hollub’s leadership. After she detailed the company’s future plans for analysts in February, Mr. Buffett told his own shareholders, “What Vicki Hollub was saying made nothing but sense.” Last month, Berkshire received regulatory approval to buy up to 50% of the oil company’s shares, spurring speculation it might seek to purchase all of Occidental.</p><p>Mr. Buffett declined to comment for this story. Ms. Hollub said she has “tremendous respect” for Mr. Buffett, adding that “he will be very beneficial for us as we go forward.” She declined to discuss the possibility of Berkshire purchasing the entire company.</p><p>Some former investors remain skeptical, saying a spike in oil prices has rescued the company, not Ms. Hollub.</p><p>“I have nothing personal against Vicki,” Mr. Icahn said in an interview. “However, that will never change my mind that she should not have made a bet-the-company investment by way of overpaying for Anadarko.”</p><p>A University of Alabama graduate, Ms. Hollub joined Occidental in 1982 and soon found herself running operations in Russia and Venezuela. She almost got laid off in 2003, butTodd Stevens, an executive at the company who had followed her rise, arranged for her to lead a team evaluating acreage in Colorado, said Mr. Stevens, who has since left.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bf58d7d767a23cfb352e019504bafa44\" tg-width=\"1260\" tg-height=\"840\" referrerpolicy=\"no-referrer\"/><span>Equipment used to process carbon dioxide, crude oil and water at an Occidental Petroleum project in Hobbs, N.M.PHOTO:ERNEST SCHEYDER/REUTERS</span></p><p>Ms. Hollub became known as a hard worker, once spending three weeks straightening out operations at a new gas field’s first well, said Donnie Enns, a former geophysicist who worked under her. “Nobody worked harder than Vicki,” he said. She also found time to run an office March Madness basketball pool.</p><p>After being named CEO of the company in 2016, Ms. Hollub departed from her predecessor’s preference for low-risk, “bolt-on” transactions. A little over a year into the job, she started courting Anadarko, an oil producer of comparable size, for a deal.</p><p>She outflanked largerChevronCorp. in a bidding war that riveted the oil patch, offering $5 billion more than her rival for Anadarko and its prized assets in the epicenter of U.S. shale production. Yet victory came at a steep cost.</p><p>Some of Occidental’s largest shareholders decried the deal—especially a pricey loan from Mr. Buffett in the form of $10 billion in preferred stock paying 8% annually in dividends, or $800 million. Ms. Hollub negotiated the funding at the eleventh hour after meeting with the financier in Omaha, Neb. Mr. Icahn, who first bought stock as the Anadarko bidding war came to a close, wrote to Occidental shareholders that “Buffett figuratively took her to the cleaners.”</p><p>Ms. Hollub acknowledged the deal damaged the company’s standing with some investors. “I was never offended at the fact that our shareholders were skeptical,” she said.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/58cf5cd81991220ec1f42821cee2554b\" tg-width=\"639\" tg-height=\"959\" referrerpolicy=\"no-referrer\"/><span>Vicki Hollub said she never doubted the wisdom of the Anadarko acquisition.PHOTO:ANGELA OWENS/THE WALL STREET JOURNAL</span></p><p>But she said she never doubted the wisdom of the acquisition, even after it sparked an investor revolt that created an opportunity for Mr. Icahn.</p><p>Central to Ms. Hollub’s strategy was building on Occidental’s already-large position in the oil-rich Permian of West Texas and New Mexico. She believed purchasing and drilling a huge swath of new acreage, much of it near the company’s existing assets, would give Occidental economies of scale and allow it to outperform Permian rivals. Occidental, she said, was one of the most technologically advanced drillers in the field; it would turn Anadarko’s undeveloped assets into oil-gushing wells.</p><p>By the end of 2019, the oil producer said it was making progress on its merger goals. It had divested itself of more than $6 billion in assets, including stakes in a liquefied natural gas export project in Mozambique and in a Houston-based pipeline company. Occidental recorded single-day and monthly production records in the Permian and other oil fields. Occidental announced its 182nd consecutive quarterly dividend, which Ms. Hollub noted at the time that “few other companies can claim.”</p><p>Ms. Hollub believed the merger was on track, but investors remained skeptical. From the time of Occidental’s counteroffer for Anadarko in April 2019 to February 2020 Occidental’s stock fell around 35%. Then the global pandemic took hold.</p><p>As billions of people around the world began to lock down, demand for oil plummeted. In the spring, oil prices reached historic lows, briefly turning negative for the first time ever as traders paid counterparties to take oil off their hands. Falling demand for their product hammered oil-and-gas companies, forcing dozens into bankruptcy.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9090db9eab1ac4c91bd5b1b441d26206\" tg-width=\"1260\" tg-height=\"840\" referrerpolicy=\"no-referrer\"/><span>Gasoline prices sank in April 2020 after the global pandemic caused oil prices to drop below zero.PHOTO:FREDERIC J. BROWN/AGENCE FRANCE-PRESSE/GETTY IMAGES</span></p><p>Every day, Ms. Hollub would drive to Occidental’s Houston offices in her red Jeep Wrangler, said Glenn Vangolen, a former senior vice president at Occidental and close adviser to the CEO. Mondays and Fridays, she and her lieutenants would mask up and gather in a conference room to discuss operations. Her office was spartan—a mostly bare room, except for a TV playing business news on mute, and a plush stuffed version of a costumed elephant, the Alabama Crimson Tide’s mascot, Mr. Vangolen said.</p><p>Occidental was in a worse situation than many of its peers: At the end of 2019, its long-term debt of about $39 billion was equivalent to roughly four times its earnings, excluding interest, taxes and other accounting items, quadruple the ratio from a year earlier, S&amp;P Capital IQ data show. The divestitures it had planned on to pay it down were no longer viable as assets were losing value.</p><p>Ms. Hollub said that Occidental made a lot of the difficult decisions before the pandemic to mitigate the downside risks of the Anadarko acquisition, including hedging a portion of its oil production and bumping its line of credit to $5 billion. But the company still faced painful months ahead as it had barely enough cash on hand to meet debt maturities coming due in 2021 and was later forced to hire restructuring advisers.</p><p>Ms. Hollub moved to cut her executives’ salaries—including her own by 81%—offer employees voluntary buy-outs, slash expenses in the oil patch and cancel employee perks. She also cut the dividend, which rankled investors.</p><p>Mr. Icahn amplified his calls for Ms. Hollub’s ouster and said he would seek to replace the entire board of directors at the company’s annual meeting. As the oil producer’s stock plunged to under $10 from around $45 before the pandemic, Mr. Icahn—facing paper losses of about $1 billion—doubled down on his shares, boosting his stake to roughly 10% from about 2%.</p><p>After a price war between Russia and Saudi Arabia caused oil prices to plunge below $25 a barrel in March, Occidental reached a settlement with Mr. Icahn. The deal gave board seats to two of his deputies and added another director, required Occidental to create an oversight committee that must be informed of any offers to acquire the company or its assets, and replaced the board chairman withStephen Chazen, Ms. Hollub’s predecessor as CEO.</p><p>Mr. Icahn’s camp pushed for Occidental to give its shareholders warrants that could allow them to buy discounted shares in the future. After he prevailed, Mr. Icahn received roughly 11 million warrants initially and bought more when they were worth around $3.</p><p>Mr. Vangolen said Mr. Icahn’s demand for warrants was part of the investor’s “raider playbook,” which he described as “trying to extract as much cash out of the business as you can before you bail.”</p><p>Mr. Icahn said that all the shareholders who rode the stock down deserved something for their loyalty.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3af2c050a88b00dd9846de958b65be1b\" tg-width=\"1260\" tg-height=\"840\" referrerpolicy=\"no-referrer\"/><span>A crude oil pump jack in the Permian Basin in Loving County, Texas.PHOTO:ANGUS MORDANT/REUTERS</span></p><p>As the pandemic dragged on, Occidental logged a roughly $14.8 billion loss for 2020, its largest on record, according to S&amp;P Capital IQ data. Still, it continued to whittle down its mammoth debt, closing around $2.5 billion in asset sales at the end of 2020. Anadarko’s assets, meanwhile, were starting to shine, with production in the Permian reaching the high end of company estimates.</p><p>Even as Ms. Hollub wrestled with Mr. Icahn, she was building a relationship with Mr. Buffett.</p><p>In 2020, she traveled to Omaha to discuss Occidental&#39;s long-term strategy with Mr. Buffett, according to a person familiar with the meeting. The investor expressed a strong interest in the company&#39;s goal to become a leader in carbon capture, this person said.</p><p>Occidental says it has no plans to stop producing oil but also aims to be a leader in &#34;carbon management.&#34; It wants to develop 70 plants by 2035 to suck carbon dioxide out of the air, store it in the ground and sell carbon credits to businesses seeking to offset their own emissions -- a technology still in its commercial infancy that received a boost thanks to tax credits included in the climate package President Biden signed into law last month. The company also plans to use the gas to squeeze more oil from underground.</p><p>Then, in late February of this year, Russia invaded Ukraine.</p><p>The war propelled oil prices to their highest level in years, with Brent crude oil topping $120 in March, translating into a windfall for oil companies. In the first quarter of the year, Occidental made roughly $4.9 billion in profit, its highest quarterly earnings on record, according to S&amp;P Capital IQ.</p><p>The company now holds the most acreage across the Permian, with leases covering about 2.8 million net acres, according to data firm Enverus. Its domestic oil output in the second quarter of this year was up roughly 80% compared with before it acquired Anadarko, Occidental reported.</p><p>As Occidental&#39;s stock rose above $50 a share in March, Mr. Icahn sold his common stake. The investor&#39;s two representatives on Occidental&#39;s board also resigned, as was required by the settlement agreement. Mr. Icahn made over $1.5 billion on his investment and still holds some warrants, according to public filings and people familiar with the matter.</p><p>As Mr. Icahn got out of the stock, Mr. Buffett bought in. In May, Berkshire reported it had purchased roughly $8 billion worth of shares.</p><p>Mr. Icahn said that Mr. Buffett&#39;s investment could be ill-timed. &#34;I respect Buffett a lot but I think buying this stock at this level is obviously not like buying warrants at $3,&#34; he said. &#34;I made a great deal of money on my investment in Occidental, especially with the warrants, and activism worked in that regard,&#34; he said.</p><p>Ms. Hollub and Mr. Buffett have developed a personal relationship and the two talk periodically, said Mr. Vangolen. Ms. Hollub said in an interview she had no personal relationship with Mr. Icahn when he was an investor, and that he turned out not to be the kind of long-term shareholder the company prizes.</p><p>Mr. Icahn&#39;s retort: &#34;She came very close to not being a long-term shareholder also, because her ill-timed investment put the company on the brink of bankruptcy.&#34;</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>How a CEO Rescued a Big Bet on Big Oil; \"There Were a Lot of Doubters\"</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\">\nHow a CEO Rescued a Big Bet on Big Oil; \"There Were a Lot of Doubters\"\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\">2022-09-11 09:57</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><img src=\"https://static.tigerbbs.com/be5cb2e717152d9e61504d0803ac3654\" tg-width=\"1278\" tg-height=\"1278\" referrerpolicy=\"no-referrer\"/>Occidental Petroleum Corp. entered the thick of the pandemic among the worst prepared of its U.S. oil-and-gas peers. Struggling with debt from an ill-timed $38 billion deal, Chief ExecutiveVicki Hollubwas fending off activist investorCarl Icahn, who controlled two board seats.</p><p>Two years later, the company has emerged as the top performer in the S&amp;P 500, and Ms. Hollub has traded Mr. Icahn, who sold all of his Occidental shares in March, for Warren Buffett, whoseBerkshire Hathaway Inc. now owns more than 20% of the company.</p><p>It was touch and go for a time. Months before the pandemic took hold, she implemented widespread layoffs. To stave off bankruptcy after oil prices collapsed in 2020, she slashed spending and nearly eliminated Occidental’s once-sacrosanct dividend—“the biggest and toughest decision that I made and I’ve ever made in my career,” she said in an interview.</p><p>Her 2019 acquisition of rival Anadarko Petroleum Corp., which Mr. Icahn called a “disaster,” has given Occidental the dominant position in the largest U.S. shale-oil field, the Permian Basin. Lifted by climbing oil prices, Occidental generated a record $4.35 billion in free cash flow and $3.7 billion in profit in the second quarter. It has cut its debt to $22 billion from nearly $36 billion a year ago.</p><p><img src=\"https://static.tigerbbs.com/61847881fba325e1dc5c7ed3280e29db\" tg-width=\"1260\" tg-height=\"840\" referrerpolicy=\"no-referrer\"/>Oil-and-gas producers have reported banner profits this year, even as a global energy crisis sparked by Russia’s invasion of Ukraine has threatened to derail European industries, left the U.K. facing its worst economic crisis since the 1970s and forced the Netherlands, Germany and India to rely heavily on coal to make up for a dearth of natural gas.</p><p>But Ms. Hollub, the first woman to be CEO of a major U.S. oil company, says she doesn’t feel vindicated. “I just feel relief,” she said. “There were a lot of doubters.”</p><p>Mr. Buffett has publicly lauded Ms. Hollub’s leadership. After she detailed the company’s future plans for analysts in February, Mr. Buffett told his own shareholders, “What Vicki Hollub was saying made nothing but sense.” Last month, Berkshire received regulatory approval to buy up to 50% of the oil company’s shares, spurring speculation it might seek to purchase all of Occidental.</p><p>Mr. Buffett declined to comment for this story. Ms. Hollub said she has “tremendous respect” for Mr. Buffett, adding that “he will be very beneficial for us as we go forward.” She declined to discuss the possibility of Berkshire purchasing the entire company.</p><p>Some former investors remain skeptical, saying a spike in oil prices has rescued the company, not Ms. Hollub.</p><p>“I have nothing personal against Vicki,” Mr. Icahn said in an interview. “However, that will never change my mind that she should not have made a bet-the-company investment by way of overpaying for Anadarko.”</p><p>A University of Alabama graduate, Ms. Hollub joined Occidental in 1982 and soon found herself running operations in Russia and Venezuela. She almost got laid off in 2003, butTodd Stevens, an executive at the company who had followed her rise, arranged for her to lead a team evaluating acreage in Colorado, said Mr. Stevens, who has since left.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bf58d7d767a23cfb352e019504bafa44\" tg-width=\"1260\" tg-height=\"840\" referrerpolicy=\"no-referrer\"/><span>Equipment used to process carbon dioxide, crude oil and water at an Occidental Petroleum project in Hobbs, N.M.PHOTO:ERNEST SCHEYDER/REUTERS</span></p><p>Ms. Hollub became known as a hard worker, once spending three weeks straightening out operations at a new gas field’s first well, said Donnie Enns, a former geophysicist who worked under her. “Nobody worked harder than Vicki,” he said. She also found time to run an office March Madness basketball pool.</p><p>After being named CEO of the company in 2016, Ms. Hollub departed from her predecessor’s preference for low-risk, “bolt-on” transactions. A little over a year into the job, she started courting Anadarko, an oil producer of comparable size, for a deal.</p><p>She outflanked largerChevronCorp. in a bidding war that riveted the oil patch, offering $5 billion more than her rival for Anadarko and its prized assets in the epicenter of U.S. shale production. Yet victory came at a steep cost.</p><p>Some of Occidental’s largest shareholders decried the deal—especially a pricey loan from Mr. Buffett in the form of $10 billion in preferred stock paying 8% annually in dividends, or $800 million. Ms. Hollub negotiated the funding at the eleventh hour after meeting with the financier in Omaha, Neb. Mr. Icahn, who first bought stock as the Anadarko bidding war came to a close, wrote to Occidental shareholders that “Buffett figuratively took her to the cleaners.”</p><p>Ms. Hollub acknowledged the deal damaged the company’s standing with some investors. “I was never offended at the fact that our shareholders were skeptical,” she said.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/58cf5cd81991220ec1f42821cee2554b\" tg-width=\"639\" tg-height=\"959\" referrerpolicy=\"no-referrer\"/><span>Vicki Hollub said she never doubted the wisdom of the Anadarko acquisition.PHOTO:ANGELA OWENS/THE WALL STREET JOURNAL</span></p><p>But she said she never doubted the wisdom of the acquisition, even after it sparked an investor revolt that created an opportunity for Mr. Icahn.</p><p>Central to Ms. Hollub’s strategy was building on Occidental’s already-large position in the oil-rich Permian of West Texas and New Mexico. She believed purchasing and drilling a huge swath of new acreage, much of it near the company’s existing assets, would give Occidental economies of scale and allow it to outperform Permian rivals. Occidental, she said, was one of the most technologically advanced drillers in the field; it would turn Anadarko’s undeveloped assets into oil-gushing wells.</p><p>By the end of 2019, the oil producer said it was making progress on its merger goals. It had divested itself of more than $6 billion in assets, including stakes in a liquefied natural gas export project in Mozambique and in a Houston-based pipeline company. Occidental recorded single-day and monthly production records in the Permian and other oil fields. Occidental announced its 182nd consecutive quarterly dividend, which Ms. Hollub noted at the time that “few other companies can claim.”</p><p>Ms. Hollub believed the merger was on track, but investors remained skeptical. From the time of Occidental’s counteroffer for Anadarko in April 2019 to February 2020 Occidental’s stock fell around 35%. Then the global pandemic took hold.</p><p>As billions of people around the world began to lock down, demand for oil plummeted. In the spring, oil prices reached historic lows, briefly turning negative for the first time ever as traders paid counterparties to take oil off their hands. Falling demand for their product hammered oil-and-gas companies, forcing dozens into bankruptcy.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9090db9eab1ac4c91bd5b1b441d26206\" tg-width=\"1260\" tg-height=\"840\" referrerpolicy=\"no-referrer\"/><span>Gasoline prices sank in April 2020 after the global pandemic caused oil prices to drop below zero.PHOTO:FREDERIC J. BROWN/AGENCE FRANCE-PRESSE/GETTY IMAGES</span></p><p>Every day, Ms. Hollub would drive to Occidental’s Houston offices in her red Jeep Wrangler, said Glenn Vangolen, a former senior vice president at Occidental and close adviser to the CEO. Mondays and Fridays, she and her lieutenants would mask up and gather in a conference room to discuss operations. Her office was spartan—a mostly bare room, except for a TV playing business news on mute, and a plush stuffed version of a costumed elephant, the Alabama Crimson Tide’s mascot, Mr. Vangolen said.</p><p>Occidental was in a worse situation than many of its peers: At the end of 2019, its long-term debt of about $39 billion was equivalent to roughly four times its earnings, excluding interest, taxes and other accounting items, quadruple the ratio from a year earlier, S&amp;P Capital IQ data show. The divestitures it had planned on to pay it down were no longer viable as assets were losing value.</p><p>Ms. Hollub said that Occidental made a lot of the difficult decisions before the pandemic to mitigate the downside risks of the Anadarko acquisition, including hedging a portion of its oil production and bumping its line of credit to $5 billion. But the company still faced painful months ahead as it had barely enough cash on hand to meet debt maturities coming due in 2021 and was later forced to hire restructuring advisers.</p><p>Ms. Hollub moved to cut her executives’ salaries—including her own by 81%—offer employees voluntary buy-outs, slash expenses in the oil patch and cancel employee perks. She also cut the dividend, which rankled investors.</p><p>Mr. Icahn amplified his calls for Ms. Hollub’s ouster and said he would seek to replace the entire board of directors at the company’s annual meeting. As the oil producer’s stock plunged to under $10 from around $45 before the pandemic, Mr. Icahn—facing paper losses of about $1 billion—doubled down on his shares, boosting his stake to roughly 10% from about 2%.</p><p>After a price war between Russia and Saudi Arabia caused oil prices to plunge below $25 a barrel in March, Occidental reached a settlement with Mr. Icahn. The deal gave board seats to two of his deputies and added another director, required Occidental to create an oversight committee that must be informed of any offers to acquire the company or its assets, and replaced the board chairman withStephen Chazen, Ms. Hollub’s predecessor as CEO.</p><p>Mr. Icahn’s camp pushed for Occidental to give its shareholders warrants that could allow them to buy discounted shares in the future. After he prevailed, Mr. Icahn received roughly 11 million warrants initially and bought more when they were worth around $3.</p><p>Mr. Vangolen said Mr. Icahn’s demand for warrants was part of the investor’s “raider playbook,” which he described as “trying to extract as much cash out of the business as you can before you bail.”</p><p>Mr. Icahn said that all the shareholders who rode the stock down deserved something for their loyalty.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3af2c050a88b00dd9846de958b65be1b\" tg-width=\"1260\" tg-height=\"840\" referrerpolicy=\"no-referrer\"/><span>A crude oil pump jack in the Permian Basin in Loving County, Texas.PHOTO:ANGUS MORDANT/REUTERS</span></p><p>As the pandemic dragged on, Occidental logged a roughly $14.8 billion loss for 2020, its largest on record, according to S&amp;P Capital IQ data. Still, it continued to whittle down its mammoth debt, closing around $2.5 billion in asset sales at the end of 2020. Anadarko’s assets, meanwhile, were starting to shine, with production in the Permian reaching the high end of company estimates.</p><p>Even as Ms. Hollub wrestled with Mr. Icahn, she was building a relationship with Mr. Buffett.</p><p>In 2020, she traveled to Omaha to discuss Occidental&#39;s long-term strategy with Mr. Buffett, according to a person familiar with the meeting. The investor expressed a strong interest in the company&#39;s goal to become a leader in carbon capture, this person said.</p><p>Occidental says it has no plans to stop producing oil but also aims to be a leader in &#34;carbon management.&#34; It wants to develop 70 plants by 2035 to suck carbon dioxide out of the air, store it in the ground and sell carbon credits to businesses seeking to offset their own emissions -- a technology still in its commercial infancy that received a boost thanks to tax credits included in the climate package President Biden signed into law last month. The company also plans to use the gas to squeeze more oil from underground.</p><p>Then, in late February of this year, Russia invaded Ukraine.</p><p>The war propelled oil prices to their highest level in years, with Brent crude oil topping $120 in March, translating into a windfall for oil companies. In the first quarter of the year, Occidental made roughly $4.9 billion in profit, its highest quarterly earnings on record, according to S&amp;P Capital IQ.</p><p>The company now holds the most acreage across the Permian, with leases covering about 2.8 million net acres, according to data firm Enverus. Its domestic oil output in the second quarter of this year was up roughly 80% compared with before it acquired Anadarko, Occidental reported.</p><p>As Occidental&#39;s stock rose above $50 a share in March, Mr. Icahn sold his common stake. The investor&#39;s two representatives on Occidental&#39;s board also resigned, as was required by the settlement agreement. Mr. Icahn made over $1.5 billion on his investment and still holds some warrants, according to public filings and people familiar with the matter.</p><p>As Mr. Icahn got out of the stock, Mr. Buffett bought in. In May, Berkshire reported it had purchased roughly $8 billion worth of shares.</p><p>Mr. Icahn said that Mr. Buffett&#39;s investment could be ill-timed. &#34;I respect Buffett a lot but I think buying this stock at this level is obviously not like buying warrants at $3,&#34; he said. &#34;I made a great deal of money on my investment in Occidental, especially with the warrants, and activism worked in that regard,&#34; he said.</p><p>Ms. Hollub and Mr. Buffett have developed a personal relationship and the two talk periodically, said Mr. Vangolen. Ms. Hollub said in an interview she had no personal relationship with Mr. Icahn when he was an investor, and that he turned out not to be the kind of long-term shareholder the company prizes.</p><p>Mr. Icahn&#39;s retort: &#34;She came very close to not being a long-term shareholder also, because her ill-timed investment put the company on the brink of bankruptcy.&#34;</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4534":"瑞士信贷持仓","BK4581":"高盛持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","OXY":"西方石油","BRK.A":"伯克希尔","BRK.B":"伯克希尔B","BK4176":"多领域控股","BK4201":"综合性石油与天然气企业","BK4550":"红杉资本持仓"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2266817381","content_text":"Occidental Petroleum Corp. entered the thick of the pandemic among the worst prepared of its U.S. oil-and-gas peers. Struggling with debt from an ill-timed $38 billion deal, Chief ExecutiveVicki Hollubwas fending off activist investorCarl Icahn, who controlled two board seats.Two years later, the company has emerged as the top performer in the S&P 500, and Ms. Hollub has traded Mr. Icahn, who sold all of his Occidental shares in March, for Warren Buffett, whoseBerkshire Hathaway Inc. now owns more than 20% of the company.It was touch and go for a time. Months before the pandemic took hold, she implemented widespread layoffs. To stave off bankruptcy after oil prices collapsed in 2020, she slashed spending and nearly eliminated Occidental’s once-sacrosanct dividend—“the biggest and toughest decision that I made and I’ve ever made in my career,” she said in an interview.Her 2019 acquisition of rival Anadarko Petroleum Corp., which Mr. Icahn called a “disaster,” has given Occidental the dominant position in the largest U.S. shale-oil field, the Permian Basin. Lifted by climbing oil prices, Occidental generated a record $4.35 billion in free cash flow and $3.7 billion in profit in the second quarter. It has cut its debt to $22 billion from nearly $36 billion a year ago.Oil-and-gas producers have reported banner profits this year, even as a global energy crisis sparked by Russia’s invasion of Ukraine has threatened to derail European industries, left the U.K. facing its worst economic crisis since the 1970s and forced the Netherlands, Germany and India to rely heavily on coal to make up for a dearth of natural gas.But Ms. Hollub, the first woman to be CEO of a major U.S. oil company, says she doesn’t feel vindicated. “I just feel relief,” she said. “There were a lot of doubters.”Mr. Buffett has publicly lauded Ms. Hollub’s leadership. After she detailed the company’s future plans for analysts in February, Mr. Buffett told his own shareholders, “What Vicki Hollub was saying made nothing but sense.” Last month, Berkshire received regulatory approval to buy up to 50% of the oil company’s shares, spurring speculation it might seek to purchase all of Occidental.Mr. Buffett declined to comment for this story. Ms. Hollub said she has “tremendous respect” for Mr. Buffett, adding that “he will be very beneficial for us as we go forward.” She declined to discuss the possibility of Berkshire purchasing the entire company.Some former investors remain skeptical, saying a spike in oil prices has rescued the company, not Ms. Hollub.“I have nothing personal against Vicki,” Mr. Icahn said in an interview. “However, that will never change my mind that she should not have made a bet-the-company investment by way of overpaying for Anadarko.”A University of Alabama graduate, Ms. Hollub joined Occidental in 1982 and soon found herself running operations in Russia and Venezuela. She almost got laid off in 2003, butTodd Stevens, an executive at the company who had followed her rise, arranged for her to lead a team evaluating acreage in Colorado, said Mr. Stevens, who has since left.Equipment used to process carbon dioxide, crude oil and water at an Occidental Petroleum project in Hobbs, N.M.PHOTO:ERNEST SCHEYDER/REUTERSMs. Hollub became known as a hard worker, once spending three weeks straightening out operations at a new gas field’s first well, said Donnie Enns, a former geophysicist who worked under her. “Nobody worked harder than Vicki,” he said. She also found time to run an office March Madness basketball pool.After being named CEO of the company in 2016, Ms. Hollub departed from her predecessor’s preference for low-risk, “bolt-on” transactions. A little over a year into the job, she started courting Anadarko, an oil producer of comparable size, for a deal.She outflanked largerChevronCorp. in a bidding war that riveted the oil patch, offering $5 billion more than her rival for Anadarko and its prized assets in the epicenter of U.S. shale production. Yet victory came at a steep cost.Some of Occidental’s largest shareholders decried the deal—especially a pricey loan from Mr. Buffett in the form of $10 billion in preferred stock paying 8% annually in dividends, or $800 million. Ms. Hollub negotiated the funding at the eleventh hour after meeting with the financier in Omaha, Neb. Mr. Icahn, who first bought stock as the Anadarko bidding war came to a close, wrote to Occidental shareholders that “Buffett figuratively took her to the cleaners.”Ms. Hollub acknowledged the deal damaged the company’s standing with some investors. “I was never offended at the fact that our shareholders were skeptical,” she said.Vicki Hollub said she never doubted the wisdom of the Anadarko acquisition.PHOTO:ANGELA OWENS/THE WALL STREET JOURNALBut she said she never doubted the wisdom of the acquisition, even after it sparked an investor revolt that created an opportunity for Mr. Icahn.Central to Ms. Hollub’s strategy was building on Occidental’s already-large position in the oil-rich Permian of West Texas and New Mexico. She believed purchasing and drilling a huge swath of new acreage, much of it near the company’s existing assets, would give Occidental economies of scale and allow it to outperform Permian rivals. Occidental, she said, was one of the most technologically advanced drillers in the field; it would turn Anadarko’s undeveloped assets into oil-gushing wells.By the end of 2019, the oil producer said it was making progress on its merger goals. It had divested itself of more than $6 billion in assets, including stakes in a liquefied natural gas export project in Mozambique and in a Houston-based pipeline company. Occidental recorded single-day and monthly production records in the Permian and other oil fields. Occidental announced its 182nd consecutive quarterly dividend, which Ms. Hollub noted at the time that “few other companies can claim.”Ms. Hollub believed the merger was on track, but investors remained skeptical. From the time of Occidental’s counteroffer for Anadarko in April 2019 to February 2020 Occidental’s stock fell around 35%. Then the global pandemic took hold.As billions of people around the world began to lock down, demand for oil plummeted. In the spring, oil prices reached historic lows, briefly turning negative for the first time ever as traders paid counterparties to take oil off their hands. Falling demand for their product hammered oil-and-gas companies, forcing dozens into bankruptcy.Gasoline prices sank in April 2020 after the global pandemic caused oil prices to drop below zero.PHOTO:FREDERIC J. BROWN/AGENCE FRANCE-PRESSE/GETTY IMAGESEvery day, Ms. Hollub would drive to Occidental’s Houston offices in her red Jeep Wrangler, said Glenn Vangolen, a former senior vice president at Occidental and close adviser to the CEO. Mondays and Fridays, she and her lieutenants would mask up and gather in a conference room to discuss operations. Her office was spartan—a mostly bare room, except for a TV playing business news on mute, and a plush stuffed version of a costumed elephant, the Alabama Crimson Tide’s mascot, Mr. Vangolen said.Occidental was in a worse situation than many of its peers: At the end of 2019, its long-term debt of about $39 billion was equivalent to roughly four times its earnings, excluding interest, taxes and other accounting items, quadruple the ratio from a year earlier, S&P Capital IQ data show. The divestitures it had planned on to pay it down were no longer viable as assets were losing value.Ms. Hollub said that Occidental made a lot of the difficult decisions before the pandemic to mitigate the downside risks of the Anadarko acquisition, including hedging a portion of its oil production and bumping its line of credit to $5 billion. But the company still faced painful months ahead as it had barely enough cash on hand to meet debt maturities coming due in 2021 and was later forced to hire restructuring advisers.Ms. Hollub moved to cut her executives’ salaries—including her own by 81%—offer employees voluntary buy-outs, slash expenses in the oil patch and cancel employee perks. She also cut the dividend, which rankled investors.Mr. Icahn amplified his calls for Ms. Hollub’s ouster and said he would seek to replace the entire board of directors at the company’s annual meeting. As the oil producer’s stock plunged to under $10 from around $45 before the pandemic, Mr. Icahn—facing paper losses of about $1 billion—doubled down on his shares, boosting his stake to roughly 10% from about 2%.After a price war between Russia and Saudi Arabia caused oil prices to plunge below $25 a barrel in March, Occidental reached a settlement with Mr. Icahn. The deal gave board seats to two of his deputies and added another director, required Occidental to create an oversight committee that must be informed of any offers to acquire the company or its assets, and replaced the board chairman withStephen Chazen, Ms. Hollub’s predecessor as CEO.Mr. Icahn’s camp pushed for Occidental to give its shareholders warrants that could allow them to buy discounted shares in the future. After he prevailed, Mr. Icahn received roughly 11 million warrants initially and bought more when they were worth around $3.Mr. Vangolen said Mr. Icahn’s demand for warrants was part of the investor’s “raider playbook,” which he described as “trying to extract as much cash out of the business as you can before you bail.”Mr. Icahn said that all the shareholders who rode the stock down deserved something for their loyalty.A crude oil pump jack in the Permian Basin in Loving County, Texas.PHOTO:ANGUS MORDANT/REUTERSAs the pandemic dragged on, Occidental logged a roughly $14.8 billion loss for 2020, its largest on record, according to S&P Capital IQ data. Still, it continued to whittle down its mammoth debt, closing around $2.5 billion in asset sales at the end of 2020. Anadarko’s assets, meanwhile, were starting to shine, with production in the Permian reaching the high end of company estimates.Even as Ms. Hollub wrestled with Mr. Icahn, she was building a relationship with Mr. Buffett.In 2020, she traveled to Omaha to discuss Occidental's long-term strategy with Mr. Buffett, according to a person familiar with the meeting. The investor expressed a strong interest in the company's goal to become a leader in carbon capture, this person said.Occidental says it has no plans to stop producing oil but also aims to be a leader in \"carbon management.\" It wants to develop 70 plants by 2035 to suck carbon dioxide out of the air, store it in the ground and sell carbon credits to businesses seeking to offset their own emissions -- a technology still in its commercial infancy that received a boost thanks to tax credits included in the climate package President Biden signed into law last month. The company also plans to use the gas to squeeze more oil from underground.Then, in late February of this year, Russia invaded Ukraine.The war propelled oil prices to their highest level in years, with Brent crude oil topping $120 in March, translating into a windfall for oil companies. In the first quarter of the year, Occidental made roughly $4.9 billion in profit, its highest quarterly earnings on record, according to S&P Capital IQ.The company now holds the most acreage across the Permian, with leases covering about 2.8 million net acres, according to data firm Enverus. Its domestic oil output in the second quarter of this year was up roughly 80% compared with before it acquired Anadarko, Occidental reported.As Occidental's stock rose above $50 a share in March, Mr. Icahn sold his common stake. The investor's two representatives on Occidental's board also resigned, as was required by the settlement agreement. Mr. Icahn made over $1.5 billion on his investment and still holds some warrants, according to public filings and people familiar with the matter.As Mr. Icahn got out of the stock, Mr. Buffett bought in. In May, Berkshire reported it had purchased roughly $8 billion worth of shares.Mr. Icahn said that Mr. Buffett's investment could be ill-timed. \"I respect Buffett a lot but I think buying this stock at this level is obviously not like buying warrants at $3,\" he said. \"I made a great deal of money on my investment in Occidental, especially with the warrants, and activism worked in that regard,\" he said.Ms. Hollub and Mr. Buffett have developed a personal relationship and the two talk periodically, said Mr. Vangolen. Ms. Hollub said in an interview she had no personal relationship with Mr. Icahn when he was an investor, and that he turned out not to be the kind of long-term shareholder the company prizes.Mr. Icahn's retort: \"She came very close to not being a long-term shareholder also, because her ill-timed investment put the company on the brink of bankruptcy.\"","news_type":1,"symbols_score_info":{"OXY":0.9,"BRK.A":0.68,"BRK.B":0.9}},"isVote":1,"tweetType":1,"viewCount":4092,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9930011329,"gmtCreate":1661870782963,"gmtModify":1676536593927,"author":{"id":"4096851435955450","authorId":"4096851435955450","name":"pyongco","avatar":"https://static.tigerbbs.com/e8b824fbd1a44429043480287f6a1724","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4096851435955450","idStr":"4096851435955450"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/MZH.SI\">$Nanofilm(MZH.SI)$</a>uopp","listText":"<a href=\"https://ttm.financial/S/MZH.SI\">$Nanofilm(MZH.SI)$</a>uopp","text":"$Nanofilm(MZH.SI)$uopp","images":[{"img":"https://community-static.tradeup.com/news/4d20cbae86dadab58c6cb2fe81186510","width":"828","height":"1306"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9930011329","isVote":1,"tweetType":1,"viewCount":3295,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9930013351,"gmtCreate":1661870590275,"gmtModify":1676536593901,"author":{"id":"4096851435955450","authorId":"4096851435955450","name":"pyongco","avatar":"https://static.tigerbbs.com/e8b824fbd1a44429043480287f6a1724","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4096851435955450","idStr":"4096851435955450"},"themes":[],"htmlText":"oo","listText":"oo","text":"oo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9930013351","repostId":"1160663952","repostType":4,"repost":{"id":"1160663952","kind":"news","pubTimestamp":1661869442,"share":"https://ttm.financial/m/news/1160663952?lang=en_US&edition=fundamental","pubTime":"2022-08-30 22:24","market":"us","language":"en","title":"Consumer Confidence Rises More Than Expected, Stemming Three-Month Decline","url":"https://stock-news.laohu8.com/highlight/detail?id=1160663952","media":"Seeking Alpha","summary":"Conference Board August Consumer Confidence Index: 103.2 vs. 97.4 expected and 95.3 prior .The measure fell after three straight months of declines as inflation fears eased some but still weigh on consumers' minds.Present Situation Index to 145.4 from 139.7 .Expectations Index to 75.1 from 65.6 .\"The Present Situation Index recorded a gain for the first time since March,\" said Lynn Franco, senior director of Economic Indicators at The Conference Board. \"The Expectations Index likewise improved f","content":"<html><head></head><body><p>Conference Board August Consumer Confidence Index: 103.2 vs. 97.4 expected and 95.3 prior (revised from 95.7).</p><p>The measure fell after three straight months of declines as inflation fears eased some but still weigh on consumers&#39; minds.</p><p>Present Situation Index to 145.4 from 139.7 (revised from 141.3).</p><p>Expectations Index to 75.1 from 65.6 (revised from 65.3).</p><p><img src=\"https://static.tigerbbs.com/d5d85654b759b09bbd3a5b46d0decbe9\" tg-width=\"625\" tg-height=\"358\" width=\"100%\" height=\"auto\"/></p><p>&#34;The Present Situation Index recorded a gain for the first time since March,&#34; said Lynn Franco, senior director of Economic Indicators at The Conference Board. &#34;The Expectations Index likewise improved from July&#39;s 9-year low, but remains below a reading of 80, suggesting recession risks continue. Concerns about inflation continued their retreat but remain elevated.&#34;</p><p>Previously (Aug. 26), The University of Michigan consumer sentiment gauge rose more than expected in late August.</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>Consumer Confidence Rises More Than Expected, Stemming Three-Month Decline</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\">\nConsumer Confidence Rises More Than Expected, Stemming Three-Month Decline\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-30 22:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3877868-consumer-confidence-rises-more-than-expected-stemming-three-month-decline><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Conference Board August Consumer Confidence Index: 103.2 vs. 97.4 expected and 95.3 prior (revised from 95.7).The measure fell after three straight months of declines as inflation fears eased some but...</p>\n\n<a href=\"https://seekingalpha.com/news/3877868-consumer-confidence-rises-more-than-expected-stemming-three-month-decline\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://seekingalpha.com/news/3877868-consumer-confidence-rises-more-than-expected-stemming-three-month-decline","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160663952","content_text":"Conference Board August Consumer Confidence Index: 103.2 vs. 97.4 expected and 95.3 prior (revised from 95.7).The measure fell after three straight months of declines as inflation fears eased some but still weigh on consumers' minds.Present Situation Index to 145.4 from 139.7 (revised from 141.3).Expectations Index to 75.1 from 65.6 (revised from 65.3).\"The Present Situation Index recorded a gain for the first time since March,\" said Lynn Franco, senior director of Economic Indicators at The Conference Board. \"The Expectations Index likewise improved from July's 9-year low, but remains below a reading of 80, suggesting recession risks continue. Concerns about inflation continued their retreat but remain elevated.\"Previously (Aug. 26), The University of Michigan consumer sentiment gauge rose more than expected in late August.","news_type":1,"symbols_score_info":{".IXIC":0.9,".DJI":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":2763,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9930019724,"gmtCreate":1661870558571,"gmtModify":1676536593893,"author":{"id":"4096851435955450","authorId":"4096851435955450","name":"pyongco","avatar":"https://static.tigerbbs.com/e8b824fbd1a44429043480287f6a1724","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4096851435955450","idStr":"4096851435955450"},"themes":[],"htmlText":"oo","listText":"oo","text":"oo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9930019724","repostId":"1102986741","repostType":4,"repost":{"id":"1102986741","kind":"news","pubTimestamp":1661869685,"share":"https://ttm.financial/m/news/1102986741?lang=en_US&edition=fundamental","pubTime":"2022-08-30 22:28","market":"us","language":"en","title":"US Job Openings Unexpectedly Rise to 11.2 Million, Near a Record","url":"https://stock-news.laohu8.com/highlight/detail?id=1102986741","media":"Bloomberg","summary":"US job openings rose unexpectedly in July after a sizable upward revision to the previous month, und","content":"<div>\n<p>US job openings rose unexpectedly in July after a sizable upward revision to the previous month, underscoring persistent tightness in the labor market as employers compete for a limited supply of ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-08-30/us-job-openings-unexpectedly-rise-to-11-2-million-near-record\">Source Link</a>\n\n</div>\n","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US Job Openings Unexpectedly Rise to 11.2 Million, Near a Record</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS Job Openings Unexpectedly Rise to 11.2 Million, Near a Record\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-30 22:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-08-30/us-job-openings-unexpectedly-rise-to-11-2-million-near-record><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>US job openings rose unexpectedly in July after a sizable upward revision to the previous month, underscoring persistent tightness in the labor market as employers compete for a limited supply of ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-08-30/us-job-openings-unexpectedly-rise-to-11-2-million-near-record\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite"},"source_url":"https://www.bloomberg.com/news/articles/2022-08-30/us-job-openings-unexpectedly-rise-to-11-2-million-near-record","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1102986741","content_text":"US job openings rose unexpectedly in July after a sizable upward revision to the previous month, underscoring persistent tightness in the labor market as employers compete for a limited supply of workers.The number of available positions edged up to 11.2 million in the month -- topping all estimates -- from a revised 11 million in June, the Labor Department’s Job Openings and Labor Turnover Survey, or JOLTS, showed Tuesday.The median estimate in a Bloomberg survey of economists was for a decline to about 10.4 million from a previously reported 10.7 million.Still-elevated vacancies and a historically low unemployment rate underscore the strength of the US jobs market. The imbalance between labor demand and supply continues to drive robust wage growth that complicates Federal Reserve efforts to tamp down inflation.There were about two jobs for every unemployed person in July, up from 1.9 in June. Some of the largest increases in vacancies were in retail trade, and transportation, warehousing and utilities. Arts, entertainment and recreation also posted more openings from the prior month.Some 4.2 million Americans quit their jobs in July, down slightly from June. The quits rate, a measure of voluntary job leavers as a share of total employment, edged down to a more than one-year low of 2.7%.Layoffs were little changed from a month earlier and hires edged down.A separate report this morning showed 48% of Americans said jobs were “plentiful” in August, down from the prior month and the smallest share since April 2021. The Conference Board survey also showed consumer confidence rose this month to the highest since May amid falling gasoline prices.The JOLTS data precede Friday’s monthly jobs report, which is currently forecast to show the US added about 300,000 payrolls in August. Economists are expecting the unemployment rate to hold at 3.5% -- matching a 50-year low -- and for average hourly earnings to post another firm advance.","news_type":1,"symbols_score_info":{".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":4673,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9930019251,"gmtCreate":1661870532075,"gmtModify":1676536593884,"author":{"id":"4096851435955450","authorId":"4096851435955450","name":"pyongco","avatar":"https://static.tigerbbs.com/e8b824fbd1a44429043480287f6a1724","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4096851435955450","idStr":"4096851435955450"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9930019251","repostId":"2263460679","repostType":4,"repost":{"id":"2263460679","kind":"highlight","pubTimestamp":1661872861,"share":"https://ttm.financial/m/news/2263460679?lang=en_US&edition=fundamental","pubTime":"2022-08-30 23:21","market":"us","language":"en","title":"3 Terrible Stocks to Avoid","url":"https://stock-news.laohu8.com/highlight/detail?id=2263460679","media":"Motley Fool","summary":"Big problems plague these beaten-down stocks.","content":"<div>\n<p>Investing is as much about avoiding costly mistakes as it is about finding winning stocks. In a market like this one, pummeled by sky-high inflation, interest rate concerns, and recession fears, ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/08/30/3-terrible-stocks-to-avoid/\">Source Link</a>\n\n</div>\n","source":"fool_stock","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>3 Terrible Stocks to Avoid</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\">\n3 Terrible Stocks to Avoid\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-30 23:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/08/30/3-terrible-stocks-to-avoid/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investing is as much about avoiding costly mistakes as it is about finding winning stocks. In a market like this one, pummeled by sky-high inflation, interest rate concerns, and recession fears, ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/08/30/3-terrible-stocks-to-avoid/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"COIN":"Coinbase Global, Inc.","BYND":"Beyond Meat, Inc.","PTON":"Peloton Interactive, Inc."},"source_url":"https://www.fool.com/investing/2022/08/30/3-terrible-stocks-to-avoid/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2263460679","content_text":"Investing is as much about avoiding costly mistakes as it is about finding winning stocks. In a market like this one, pummeled by sky-high inflation, interest rate concerns, and recession fears, staying away from stocks that are unlikely to produce decent returns in the long run is particularly important.There are bad stocks, and then there are Beyond Meat, Peloton, and Coinbase. All three companies are struggling with plunging demand, losing heaps of money, and dependent on fads or frenzies. It's best to keep your distance.Beyond MeatAs inflation puts pressure on consumers, fake meat products have been tossed out of the grocery cart. Overall sales of refrigerated plant-based meat products in the U.S. are contracting at a double-digit rate as people become unwilling to pay a hefty premium.Beyond Meat is gaining market share against a deluge of competition, but that doesn't matter much in a shrinking market. The company reported a 1.6% revenue decline in the second quarter, and that was the good news.Demand has tumbled by so much that Beyond Meat was forced to unload a bunch of its inventory through liquidation channels. Gross margin was negative in the second quarter thanks to this fake meat fire sale and the effect of the Beyond Meat Jerky launch, which has underperformed the company's expectations.Beyond Meat posted a net loss of $97.1 million on $147 million of revenue in the second quarter, and it slashed its revenue outlook for the full year. Layoffs will help bring down costs, but the company is likely to need to raise additional capital at some point. The balance sheet has $455 million in cash and $1.1 billion in debt -- that cash won't last long if business doesn't improve. Beyond Meat posted a free cash flow loss of $476 million through the first six months of the year.If fake meat turns out to be a fad, Beyond Meat is in major trouble. And even if the category has staying power, intense competition will make it difficult for Beyond Meat to earn enough in profit to justify its $1.6 billion market cap. Just as customers are staying away from Beyond Meat's products in the grocery store, investors should stay away from the stock.PelotonConnected fitness company Peloton is the quintessential example of what happens when a company mistakenly believes a temporary tailwind will become permanent. Demand for the company's expensive exercise bikes was intense during the worst of the pandemic, and Peloton scaled up under the assumption that it was the new normal. It was not.As people head back to gyms and workout classes, demand for Peloton's equipment has imploded. Sales of equipment plunged 55% year over year in the company's fiscal fourth quarter. Peloton has outsourced manufacturing, turned to selling on Amazon, laid off employees, and given customers a self-assembly option as it aims to cut costs and boost sales.Even more concerning is the subscription business. Peloton's bikes and treadmills require a pricey $44 monthly subscription to access video content and enable real-time performance tracking features. The company faced little churn during most of the pandemic, but that's starting to change. Churn nearly doubled in the fourth quarter, and members cut down on usage by more than 20% on average. All this points to a sizable chunk of the install base that may be considering cancellation.Under new CEO Barry McCarthy, Peloton has set an ambitious goal of someday reaching 100 million members. After a disastrous quarter that makes a strong argument that Peloton's popularity is fading, that target looks downright impossible. Fitness fads come and go, and it will take a herculean effort to save Peloton from suffering the same fate as so many other once-popular fitness brands. This is a turnaround story that likely doesn't have a happy ending.CoinbaseIt turns out it's easy to make money as a cryptocurrency exchange when cryptocurrency is in a bubble and FOMO has taken hold of millions. Once the bubble pops, it's a very different story.Coinbase has over 100 million verified users, and over $200 billion in transactions are processed on its platform each quarter. The problem is that trading volume is way down from its peak last year. Coinbase processed over $500 billion worth of trades in the fourth quarter of 2021.As trading volume has come down, so has revenue, since Coinbase makes most of its money from transaction fees on retail trades. Revenue plunged 61% year over year in the second quarter to $803 million, and net income swung to a $1.1 billion loss. Even adjusted EBITDA, which is a nonsense metric, turned negative.Coinbase is still valued at around $15 billion. The company is turning to subscription products as competition intensifies, and subscriptions and services now account for 18% of revenue. Unfortunately, that's mostly a reflection of plunging transaction revenue. Subscription and services revenue was down 30% in the second quarter from its peak in the fourth quarter of 2021.Is Coinbase a business that's still going to exist 20 years from now? I honestly have no idea. That's a good enough reason for me to avoid the stock.","news_type":1,"symbols_score_info":{"PTON":0.9,"COIN":0.9,"BYND":0.9}},"isVote":1,"tweetType":1,"viewCount":4483,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9999009270,"gmtCreate":1660437331292,"gmtModify":1676533468832,"author":{"id":"4096851435955450","authorId":"4096851435955450","name":"pyongco","avatar":"https://static.tigerbbs.com/e8b824fbd1a44429043480287f6a1724","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4096851435955450","idStr":"4096851435955450"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9999009270","repostId":"2259233797","repostType":4,"isVote":1,"tweetType":1,"viewCount":3341,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9904239926,"gmtCreate":1660050829568,"gmtModify":1703477331551,"author":{"id":"4096851435955450","authorId":"4096851435955450","name":"pyongco","avatar":"https://static.tigerbbs.com/e8b824fbd1a44429043480287f6a1724","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4096851435955450","idStr":"4096851435955450"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9904239926","repostId":"1124255732","repostType":4,"repost":{"id":"1124255732","kind":"news","pubTimestamp":1660059125,"share":"https://ttm.financial/m/news/1124255732?lang=en_US&edition=fundamental","pubTime":"2022-08-09 23:32","market":"us","language":"en","title":"Nvidia: Execution Issues Surfacing Again With Its Downcast Q2 Guidance","url":"https://stock-news.laohu8.com/highlight/detail?id=1124255732","media":"Seeking Alpha","summary":"SummaryNvidia shocked the market as it posted its Q2 prelim release that came in well below its prev","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Nvidia shocked the market as it posted its Q2 prelim release that came in well below its previous guidance, particularly in gaming. Management has overstated its forecasting models tremendously.</li><li>We are disappointed that Nvidia didn&#39;t learn sufficiently from the previous downturn in 2018 with its overstated guidance. As a result, management has lost some credibility with us.</li><li>Broadcom warned in September 2021 that the current cycle was unsustainable. But, we have not observed such early warning in Nvidia&#39;s commentary. Therefore, execution is very poor.</li><li>We reiterate our Hold rating, as we believe NVDA could continue underperforming the market.</li></ul><p><b>Thesis</b></p><p>NVIDIA Corporation (NASDAQ:NVDA) stunned the market as it announced its Q2 preliminary results that came in well below its guidance and the Street&#39;s consensus. We highlighted in our previous article that NVIDIA could continue to underperform the market, even though we assessed that it was near its bottom.</p><p>While we expected NVDA to stage a short-term rally from its June lows, we didn&#39;t envisage NVDA to continue outperforming the market. Notably, NVDA has underperformed the Invesco QQQ ETF (QQQ) and the Technology ETF (XLK) over the past two months (even before yesterday&#39;s sell-off).</p><p>We maintain our conviction that the market has materially de-rated NVDA, despite its battering from its November 2021 highs. Management has failed to convince us when chips are down that Nvidia could overcome the market&#39;s cyclical nature with its so-called &#34;secular&#34; opportunities.</p><p>Coupled with potentially slowing revenue growth and its steep growth premium, we urge investors to find other well-beaten down opportunities in growth and tech stocks to add exposure. Notwithstanding, we expect semis to have bottomed out and do not expect much further downside in NVDA. As a result, we urge investors not to sell in panic.</p><p>Therefore, we reiterate our Hold rating on NVDA for now.</p><p><b>Nvidia Lost Credibility With Its Caution</b></p><p>We are shareholders of NVDA, which account for a reasonable weighting in our portfolio. Therefore, we consider the warning on its Q2 prelim release a massive disappointment but not unexpected.</p><p>We vividly remember Broadcom (AVGO)CEO Hock Tan cautioned about the current semi downturn in September 2021, demonstrating his prescience and credibility. We also highlighted his comments in our article last year, as he accentuated:</p><blockquote>And to answer your question point-blank, I do not see any specific drivers or reasons why the strength we see today is really nothing more than of an exaggerated up-cycle. We always go through a period of digestion. There&#39;s no way we can consume on all that forever. And that&#39;s what is called a cycle, particularly when we expect supply to come into play out of this - out of the current tightness, but dated back to 2020 to start coming in 2023. And the massive investment and CapEx will start deploying capacity in &#39;23 earliest. Then I see &#39;23 where we have supply. And I think digestion of demand might just start to occur. (Broadcom article)</blockquote><p><img src=\"https://static.tigerbbs.com/66ac20e2b8ed62af8f2aeaa78f94ad5e\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/></p><p>Nvidia gaming and data center revenue change %(Company filings)</p><p>Nvidia warned in its preliminary release for FQ2&#39;23that it expects to post revenue of $6.7B, up by just 3% YoY, down significantly from its previous outlook of $8.1B (up 24.4%).</p><p>The main culprit is gaming, as Nvidia highlighted that it expects gaming to post a decline of 33.4%, as seen above, even though data center growth remains robust. However, Nvidia&#39;s gaming growth has already trended down consistently from its peak growth in FQ1&#39;22, as gaming started to lap challenging comps, complicated by the post-pandemic reopening.</p><p>Furthermore, the destruction in crypto mining added to the headwinds in gaming cards ASPs, creating further challenges for Nvidia as it prepares to launch its RTX 40-series Ada Lovelace graphics.</p><p>But, Nvidia has consistently maintained its &#34;strong&#34; belief in its gaming segment, often accentuating its strength and consistency. CEO Jensen Huang highlighted in a June conference that he expects gaming to continue posting robust growth cadence. He articulated:</p><blockquote>China is a significant market. Russia is a meaningful market for our gaming business. However, gaming remains solid even in the face of China and Russia. Q1 sell-through grew year-over-year over last year, which was a really fantastic year. And so gaming sell-through remains solid. (BofA 2022 Global Technology Conference)</blockquote><p>But, consider what Huang emphasized two months later in Nvidia&#39;s prelim release. He said:</p><blockquote>Our gaming product sell-through projections declined significantly as the quarter progressed. As we expect the macroeconomic conditions affecting sell-through to continue, we took action with our Gaming partners to adjust channel prices and inventory. - Nvidia</blockquote><p>Therefore, we believe Huang &amp; team has lost some credibility with us. Moreover, it shows that the company overstated its forecasting models, resulting in weak execution. Given Nvidia&#39;s experience navigating the previous crypto downturn in 2018, we are highly disappointed with how management has managed its guidance heading into its Q2 prelim release.</p><p><img src=\"https://static.tigerbbs.com/8cf57b7e1fc91128408275fb9e5712e2\" tg-width=\"640\" tg-height=\"393\" referrerpolicy=\"no-referrer\"/></p><p>Nvidia pro viz and automotive revenue change %(Company filings)</p><p>Nvidia&#39;s pro visualization segment&#39;s growth has also slowed down markedly, reflecting the weakness in its gaming segment. Therefore, the euphoria over the Omniverse opportunity has yet to gain significant traction. As a result, we urge investors to pay attention to its data center growth cadence moving forward, as it&#39;s critical to underpin NVDA&#39;s expensive valuation.</p><p>Automotive is the bright spot after tepid growth over the past four quarters. However, QUALCOMM (QCOM) remains confident that it&#39;s the leading player with its digital chassis, given the size of its design pipeline and growth momentum. Therefore, we urge Nvidia investors to pay close attention to Qualcomm&#39;s performance and not simply buy into Nvidia&#39;s commentary on its auto momentum.</p><p>Qualcomm highlighted in a May conference that its digital chassis competes with Mobileye (INTC) directly, suggesting two of them are leading the pack, without mentioning Nvidia. Management also accentuated in its recent Q3 earnings that it has garnered more than $19B in its auto design pipeline, and delivered auto revenue of $350M, up 38% YoY. Furthermore, the company emphasized that its open platform helps spur adoption by auto OEMs. Therefore, Nvidia investors need to assess the competition from Qualcomm carefully.</p><p><b>Is NVDA Stock A Buy, Sell, Or Hold?</b></p><p>We are confident that NVDA has likely staged its medium-term bottom in June, in line with its semi peers.</p><p>But, growth and tech investors are spoilt for choice, given the tech bear market. Being at a bottom doesn&#39;t necessarily mean that investors should jump on the opportunity to add NVDA, as we believe it could still underperform the market.</p><p>Therefore, <i>we reiterate our Hold rating on NVDA</i> and urge investors to look elsewhere.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia: Execution Issues Surfacing Again With Its Downcast Q2 Guidance</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia: Execution Issues Surfacing Again With Its Downcast Q2 Guidance\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-09 23:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4531838-nvidia-execution-issues-surfacing-with-downcast-q2-guidance?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Aportfolio%7Csection_asset%3Aheadlines%7Cline%3A2><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryNvidia shocked the market as it posted its Q2 prelim release that came in well below its previous guidance, particularly in gaming. Management has overstated its forecasting models tremendously...</p>\n\n<a href=\"https://seekingalpha.com/article/4531838-nvidia-execution-issues-surfacing-with-downcast-q2-guidance?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Aportfolio%7Csection_asset%3Aheadlines%7Cline%3A2\">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://seekingalpha.com/article/4531838-nvidia-execution-issues-surfacing-with-downcast-q2-guidance?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Aportfolio%7Csection_asset%3Aheadlines%7Cline%3A2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124255732","content_text":"SummaryNvidia shocked the market as it posted its Q2 prelim release that came in well below its previous guidance, particularly in gaming. Management has overstated its forecasting models tremendously.We are disappointed that Nvidia didn't learn sufficiently from the previous downturn in 2018 with its overstated guidance. As a result, management has lost some credibility with us.Broadcom warned in September 2021 that the current cycle was unsustainable. But, we have not observed such early warning in Nvidia's commentary. Therefore, execution is very poor.We reiterate our Hold rating, as we believe NVDA could continue underperforming the market.ThesisNVIDIA Corporation (NASDAQ:NVDA) stunned the market as it announced its Q2 preliminary results that came in well below its guidance and the Street's consensus. We highlighted in our previous article that NVIDIA could continue to underperform the market, even though we assessed that it was near its bottom.While we expected NVDA to stage a short-term rally from its June lows, we didn't envisage NVDA to continue outperforming the market. Notably, NVDA has underperformed the Invesco QQQ ETF (QQQ) and the Technology ETF (XLK) over the past two months (even before yesterday's sell-off).We maintain our conviction that the market has materially de-rated NVDA, despite its battering from its November 2021 highs. Management has failed to convince us when chips are down that Nvidia could overcome the market's cyclical nature with its so-called \"secular\" opportunities.Coupled with potentially slowing revenue growth and its steep growth premium, we urge investors to find other well-beaten down opportunities in growth and tech stocks to add exposure. Notwithstanding, we expect semis to have bottomed out and do not expect much further downside in NVDA. As a result, we urge investors not to sell in panic.Therefore, we reiterate our Hold rating on NVDA for now.Nvidia Lost Credibility With Its CautionWe are shareholders of NVDA, which account for a reasonable weighting in our portfolio. Therefore, we consider the warning on its Q2 prelim release a massive disappointment but not unexpected.We vividly remember Broadcom (AVGO)CEO Hock Tan cautioned about the current semi downturn in September 2021, demonstrating his prescience and credibility. We also highlighted his comments in our article last year, as he accentuated:And to answer your question point-blank, I do not see any specific drivers or reasons why the strength we see today is really nothing more than of an exaggerated up-cycle. We always go through a period of digestion. There's no way we can consume on all that forever. And that's what is called a cycle, particularly when we expect supply to come into play out of this - out of the current tightness, but dated back to 2020 to start coming in 2023. And the massive investment and CapEx will start deploying capacity in '23 earliest. Then I see '23 where we have supply. And I think digestion of demand might just start to occur. (Broadcom article)Nvidia gaming and data center revenue change %(Company filings)Nvidia warned in its preliminary release for FQ2'23that it expects to post revenue of $6.7B, up by just 3% YoY, down significantly from its previous outlook of $8.1B (up 24.4%).The main culprit is gaming, as Nvidia highlighted that it expects gaming to post a decline of 33.4%, as seen above, even though data center growth remains robust. However, Nvidia's gaming growth has already trended down consistently from its peak growth in FQ1'22, as gaming started to lap challenging comps, complicated by the post-pandemic reopening.Furthermore, the destruction in crypto mining added to the headwinds in gaming cards ASPs, creating further challenges for Nvidia as it prepares to launch its RTX 40-series Ada Lovelace graphics.But, Nvidia has consistently maintained its \"strong\" belief in its gaming segment, often accentuating its strength and consistency. CEO Jensen Huang highlighted in a June conference that he expects gaming to continue posting robust growth cadence. He articulated:China is a significant market. Russia is a meaningful market for our gaming business. However, gaming remains solid even in the face of China and Russia. Q1 sell-through grew year-over-year over last year, which was a really fantastic year. And so gaming sell-through remains solid. (BofA 2022 Global Technology Conference)But, consider what Huang emphasized two months later in Nvidia's prelim release. He said:Our gaming product sell-through projections declined significantly as the quarter progressed. As we expect the macroeconomic conditions affecting sell-through to continue, we took action with our Gaming partners to adjust channel prices and inventory. - NvidiaTherefore, we believe Huang & team has lost some credibility with us. Moreover, it shows that the company overstated its forecasting models, resulting in weak execution. Given Nvidia's experience navigating the previous crypto downturn in 2018, we are highly disappointed with how management has managed its guidance heading into its Q2 prelim release.Nvidia pro viz and automotive revenue change %(Company filings)Nvidia's pro visualization segment's growth has also slowed down markedly, reflecting the weakness in its gaming segment. Therefore, the euphoria over the Omniverse opportunity has yet to gain significant traction. As a result, we urge investors to pay attention to its data center growth cadence moving forward, as it's critical to underpin NVDA's expensive valuation.Automotive is the bright spot after tepid growth over the past four quarters. However, QUALCOMM (QCOM) remains confident that it's the leading player with its digital chassis, given the size of its design pipeline and growth momentum. Therefore, we urge Nvidia investors to pay close attention to Qualcomm's performance and not simply buy into Nvidia's commentary on its auto momentum.Qualcomm highlighted in a May conference that its digital chassis competes with Mobileye (INTC) directly, suggesting two of them are leading the pack, without mentioning Nvidia. Management also accentuated in its recent Q3 earnings that it has garnered more than $19B in its auto design pipeline, and delivered auto revenue of $350M, up 38% YoY. Furthermore, the company emphasized that its open platform helps spur adoption by auto OEMs. Therefore, Nvidia investors need to assess the competition from Qualcomm carefully.Is NVDA Stock A Buy, Sell, Or Hold?We are confident that NVDA has likely staged its medium-term bottom in June, in line with its semi peers.But, growth and tech investors are spoilt for choice, given the tech bear market. Being at a bottom doesn't necessarily mean that investors should jump on the opportunity to add NVDA, as we believe it could still underperform the market.Therefore, we reiterate our Hold rating on NVDA and urge investors to look elsewhere.","news_type":1,"symbols_score_info":{"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":3561,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9905353326,"gmtCreate":1659833705267,"gmtModify":1703766815759,"author":{"id":"4096851435955450","authorId":"4096851435955450","name":"pyongco","avatar":"https://static.tigerbbs.com/e8b824fbd1a44429043480287f6a1724","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4096851435955450","idStr":"4096851435955450"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9905353326","repostId":"1150413179","repostType":4,"isVote":1,"tweetType":1,"viewCount":1824,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9072449085,"gmtCreate":1658099822147,"gmtModify":1676536103246,"author":{"id":"4096851435955450","authorId":"4096851435955450","name":"pyongco","avatar":"https://static.tigerbbs.com/e8b824fbd1a44429043480287f6a1724","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4096851435955450","idStr":"4096851435955450"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9072449085","repostId":"2251465061","repostType":4,"repost":{"id":"2251465061","kind":"highlight","pubTimestamp":1657931147,"share":"https://ttm.financial/m/news/2251465061?lang=en_US&edition=fundamental","pubTime":"2022-07-16 08:25","market":"us","language":"en","title":"3 Stocks That Drove the Dow's 650-Point Gain","url":"https://stock-news.laohu8.com/highlight/detail?id=2251465061","media":"Motley Fool","summary":"Investors bought stocks in one sector, in particular, as part of the Dow's relief rally today.","content":"<div>\n<p>The Dow Jones Industrial Average soared 658 points today, as investors responded favorably to earnings reports and as members of the Fed's rate-setting committee made comments that were less hawkish ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/07/15/3-stocks-that-drove-the-dows-650-point-gain/\">Source Link</a>\n\n</div>\n","source":"fool_stock","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>3 Stocks That Drove the Dow's 650-Point Gain</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\">\n3 Stocks That Drove the Dow's 650-Point Gain\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-16 08:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/07/15/3-stocks-that-drove-the-dows-650-point-gain/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Dow Jones Industrial Average soared 658 points today, as investors responded favorably to earnings reports and as members of the Fed's rate-setting committee made comments that were less hawkish ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/07/15/3-stocks-that-drove-the-dows-650-point-gain/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4534":"瑞士信贷持仓","GS":"高盛","BK4154":"管理型保健护理","UNH":"联合健康","BK4552":"Archegos爆仓风波概念","BK4127":"投资银行业与经纪业","BK4581":"高盛持仓","BK4532":"文艺复兴科技持仓","BK4504":"桥水持仓","JPM":"摩根大通","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4501":"段永平概念","BK4207":"综合性银行","BK4559":"巴菲特持仓","WFC":"富国银行","BK4566":"资本集团","BK4550":"红杉资本持仓"},"source_url":"https://www.fool.com/investing/2022/07/15/3-stocks-that-drove-the-dows-650-point-gain/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2251465061","content_text":"The Dow Jones Industrial Average soared 658 points today, as investors responded favorably to earnings reports and as members of the Fed's rate-setting committee made comments that were less hawkish than investors had feared.Several major banks reported favorable earnings today, which showed that consumers and businesses stayed strong in the second quarter of this year, which ended in June. UnitedHealth Group (UNH 5.44%) finished atop the Dow, with shares gaining nearly 5.5%. The company reported earnings that beat analyst estimates and also raised its full-year guidance.Furthermore, Fed Gov. Christopher Waller and St. Louis Fed President James Bullard, two Fed members that typically lean toward the hawkish side of the spectrum, said they support a three-quarter percentage-point rate increase at the Fed's meeting later this month. After a red hot inflation report earlier this week, investors feared a hike of a full percentage point might be coming.Aside from UnitedHealth, there was a clear theme in stocks that investors bought today that helped drive the Dow's big day.Banks gain todayAfter strong earnings reports from Citigroup (C 13.23%), Wells Fargo (WFC 6.17%), and other regional banks, bank stocks in the Dow took off and ended the day as three of the Dow's top four finishers.JPMorgan Chase (JPM 4.58%) finished the day 4.6% higher after the stock sold off yesterday. JPMorgan reported second-quarter earnings results yesterday that missed analyst estimates. Furthermore, the bank suspended share repurchases because it needs to build capital to prepare for higher expected regulatory capital requirements in 2023 and 2024.Still, JPMorgan reported that through the second quarter, the consumer and commercial customers remained healthy, a theme driven home in bank earnings reports today.The large investment bank Goldman Sachs (GS 4.36%) finished 4.4% higher, clearly riding the bank earnings wave. Investors have been concerned about Goldman's upcoming earnings because investment banking revenue has come in softer for banks this quarter. But trading revenue has been strong, as was consumer lending, perhaps assuaging investors' fears. Goldman will report Monday.Finally, the credit card and payments company American Express (AXP 4.40%) rose 4.4% today, with investors clearly optimistic about its upcoming earnings.Credit card growth came in extremely strong in Q2. JPMorgan reported credit card balances up 9% from the first quarter, while Citigroup saw branded card balances rise 4% from the first quarter.Buy bank stocks?After the sell-off this year, I am a fan of the banking sector and do think investors should consider JPMorgan Chase, Goldman, and American Express. Banks are about to enjoy the fastest rising interest rate environment since the Great Recession, which should help their loan businesses to flourish.While a recession would not be great for the sector, JPMorgan Chase CEO Jamie Dimon noted that consumers would be entering one with less leverage and in better shape than either the Great Recession or the pandemic.Banks have also built significant levels of capital and should be able to withstand a recession, which is why I like the risk-reward in the sector right now.","news_type":1,"symbols_score_info":{"WFC":0.9,"UNH":0.79,"JPM":0.9,"GS":0.9}},"isVote":1,"tweetType":1,"viewCount":1385,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9072258149,"gmtCreate":1658044780481,"gmtModify":1676536098332,"author":{"id":"4096851435955450","authorId":"4096851435955450","name":"pyongco","avatar":"https://static.tigerbbs.com/e8b824fbd1a44429043480287f6a1724","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4096851435955450","idStr":"4096851435955450"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9072258149","repostId":"2251841965","repostType":4,"repost":{"id":"2251841965","kind":"highlight","pubTimestamp":1658022733,"share":"https://ttm.financial/m/news/2251841965?lang=en_US&edition=fundamental","pubTime":"2022-07-17 09:52","market":"us","language":"en","title":"Is the New Netflix-Microsoft Partnership a Massive Mistake?","url":"https://stock-news.laohu8.com/highlight/detail?id=2251841965","media":"Motley Fool","summary":"Microsoft will power Netflix's ads, but the competition will be stiff.","content":"<div>\n<p>Microsoft (MSFT 1.04%) has signed a deal with Netflix (NFLX 8.20%) to provide the technology and sales expertise that will underpin the streamer's upcoming ad-supported tier. For Netflix, working with...</p>\n\n<a href=\"https://www.fool.com/investing/2022/07/16/is-the-new-netflix-microsoft-partnership-a-mistake/\">Source Link</a>\n\n</div>\n","source":"fool_stock","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>Is the New Netflix-Microsoft Partnership a Massive Mistake?</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\">\nIs the New Netflix-Microsoft Partnership a Massive Mistake?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-17 09:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/07/16/is-the-new-netflix-microsoft-partnership-a-mistake/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Microsoft (MSFT 1.04%) has signed a deal with Netflix (NFLX 8.20%) to provide the technology and sales expertise that will underpin the streamer's upcoming ad-supported tier. For Netflix, working with...</p>\n\n<a href=\"https://www.fool.com/investing/2022/07/16/is-the-new-netflix-microsoft-partnership-a-mistake/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4570":"地缘局势概念股","BK4527":"明星科技股","BK4581":"高盛持仓","BK4567":"ESG概念","BK4534":"瑞士信贷持仓","BK4576":"AR","BK4503":"景林资产持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","BK4528":"SaaS概念","BK4516":"特朗普概念","BK4535":"淡马锡持仓","NGD":"New Gold","BK4504":"桥水持仓","BK4577":"网络游戏","BK4538":"云计算","BK4579":"人工智能","BK4550":"红杉资本持仓","BK4108":"电影和娱乐","BK4507":"流媒体概念","BK4554":"元宇宙及AR概念","BK4548":"巴美列捷福持仓","BK4017":"黄金","BK4532":"文艺复兴科技持仓","BK4551":"寇图资本持仓","QNETCN":"纳斯达克中美互联网老虎指数","BK4525":"远程办公概念","BK4097":"系统软件","NFLX":"奈飞","BK4524":"宅经济概念","MSFT":"微软"},"source_url":"https://www.fool.com/investing/2022/07/16/is-the-new-netflix-microsoft-partnership-a-mistake/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2251841965","content_text":"Microsoft (MSFT 1.04%) has signed a deal with Netflix (NFLX 8.20%) to provide the technology and sales expertise that will underpin the streamer's upcoming ad-supported tier. For Netflix, working with one of the biggest tech firms in the world on one of its most important projects in recent years is somewhat of a boon. And for Microsoft, overseeing the nascent ad product for the most popular streaming service on the planet only serves to boost its suite of marketing services.Still, for both companies, the risks of failure can't be overstated. Netflix has positioned a lower-cost ad-supported offering as a strategy to combat falling subscriber numbers. Meanwhile, Microsoft no longer operates a streaming platform upon which to sell video ads (R.I.P. Mixer). Fundamentally, this is an enormous opportunity for the two companies, but there's a chance they both might have bitten off more than they can chew.Image source: Getty Images.Why not Google or Meta?When talking about advertising in the internet age, Alphabet's Google and Meta are always part of the conversation. Google generated almost $210 billion from ads last year, while Meta pulled in close to $115 billion. By contrast, Microsoft drew just $10 billion in ad revenue in 2021.Of course, Microsoft has never presented itself as an advertising-driven operation -- it's always been a software and services business. Conversely, Google and Meta built their fortunes by creating successful ad platforms, and their successes have been borne out by the fact that marketers want to use their tools.Needless to say, as video has become a major part of the modern web experience, Google and Meta have been there to exploit the advertising opportunities: Google's YouTube serves 1 billion hours of content each day, while Meta's Instagram Reels can reach as many as 675.3 million users each month. With those achievements in mind, why didn't Netflix choose to partner with Google or Meta?The need for controlNeither Microsoft nor Netflix have provided specifics about the tie-up, so it's unwise to speculate whether there were any financial incentives or other favorable terms that helped seal the deal. However, in Netflix's press release discussing the arrangement, there may be a clue: Netflix wants control.\"Microsoft has the proven ability to support all our advertising needs as we work together to build a new ad-supported offering,\" Netflix stated. \"More importantly, Microsoft offered the flexibility to innovate over time on both the technology and sales side, as well as strong privacy protections for our members.\"Reading between the lines, Netflix seems to suggest it doesn't yet know how advertising will work on its platform -- if at all. By working with the seventh-most-popular global ad network, it will almost certainly have more say over the frequency and quality of the ads it offers. It's also possible Microsoft could give them more performance insight than they might get from bigger players. Plus, privacy protections are a bonus because Google and Meta both have muddy histories on that front.Are the trade-offs worth it?Despite all the reasons for Netflix opting to work with Microsoft, there are a host of reasons it could ultimately prove to be a misstep. Notably, it's not just the money Microsoft has (or has not) previously generated in the ad-network space that matters, it's also the relationships associated with that revenue. It's almost inevitable that the larger the ad network, the more connections it has with marketers.For Netflix -- a company that's literally creating a whole new pricing tier subsidized by advertisers -- access to the biggest available pool of marketers will be important. That need will be even greater when you consider the user experience -- subscribers will quickly become irritated if they're shown the same carousel of ads over and again while binging Stranger Things. Does Microsoft have a deep-enough pool of connections to really satisfy Netflix's needs?As things stand, many details of Netflix's ad-supported plan are still vague, so it's possible a lot of these concerns may be addressed in the company's upcoming Q2 earnings call. Investors should see what Netflix says about how its ad-based tier will operate, as well as any details about how long they're tied to Microsoft. After all, if the streamer wants \"flexibility,\" part of that idea might be eventually moving to an ad network that has more stature in the advertising industry.","news_type":1,"symbols_score_info":{"QNETCN":0.6,"MSFT":1,"NGD":1,"NFLX":1}},"isVote":1,"tweetType":1,"viewCount":1119,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9078129124,"gmtCreate":1657665955268,"gmtModify":1676536040220,"author":{"id":"4096851435955450","authorId":"4096851435955450","name":"pyongco","avatar":"https://static.tigerbbs.com/e8b824fbd1a44429043480287f6a1724","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4096851435955450","idStr":"4096851435955450"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9078129124","repostId":"1130107669","repostType":4,"repost":{"id":"1130107669","kind":"news","pubTimestamp":1657725801,"share":"https://ttm.financial/m/news/1130107669?lang=en_US&edition=fundamental","pubTime":"2022-07-13 23:23","market":"us","language":"en","title":"QQQ: It's Make It Or Break It For The Summer Rally","url":"https://stock-news.laohu8.com/highlight/detail?id=1130107669","media":"Seeking Alpha","summary":"SummaryTech stocks are potentially staging the summer rally.Technically, the 50dma is the key resist","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Tech stocks are potentially staging the summer rally.</li><li>Technically, the 50dma is the key resistance.</li><li>Fundamentally, the headline CPI on July 13th must surprise to the downside to support the rally.</li></ul><p><b>The Summer Rally</b></p><p>I made an argument on June 27th that stocks are likely staging a sustainable summer rally. The bullish case (at the time) was as follows:</p><p>The carnage in commodity prices will likely produce a falling headlineCPI inflation reading over the next few months, which will allow the Fed to implement the signaled dovish turn- or pause in September to evaluate the effect of already implemented monetary policy tightening. Thus, the CPI report on July 13th holds the key on whether the summer rally can be sustained.</p><p>In fact, stocks are well of their lows, and it appears that the summer rally is well underway. More importantly, the recent rally has been led by Tech stocks (XLK), and the tech-like stocks in the Consumer Discretionary (XLY) and the Communication (XLC) sectors. Here is the sector performance over the last 5 days:</p><p><img src=\"https://static.tigerbbs.com/b7b06df3855ab0b09e8f279df716f4d2\" tg-width=\"640\" tg-height=\"645\" referrerpolicy=\"no-referrer\"/></p><p>SelectSectorSPDR</p><p>The most efficient and liquid to play the summer rally is by buying the tech heavy Invesco Nasdaq ETF (NASDAQ:QQQ), where investors can get exposure to these large tech stocks expected to lead the bounce, and yet, to avoid the large single-stock exposure risk by stock picking. Here is the chart showing the recent QQQ performance:</p><p><img src=\"https://static.tigerbbs.com/8a21e71fe7a071f8aa45bfdeebe87a5d\" tg-width=\"635\" tg-height=\"450\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><p>At this point, the QQQ chart shows the price is well of the lows, but down more than 26% YTD. More importantly, the chart shows the &#34;higher low&#34; and the bounce to the first and the key technical resistance - the 50dma. The last time QQQ was above the 50dma was on April 8th, and since, the 50dma was the reliable downtrend resistance level. Thus, technically, the 50dma breakout is the necessary pre-requisite to the sustainable summer rally, which could extend to a much higher resistance level at the 200dma (currently around 350).</p><p>Note on QQQ, the top 4 stocks account for almost 40% of the index, so QQQ is heavily concentrated on big-tech leaders. The broader market simply cannot bounce without the significant participation of these stocks, so the exposure to QQQ gives the direct but diversified participation to the market cap leaders. Here is the table of the top 4 QQQ stocks:</p><table><tbody><tr><td>Apple (AAPL)</td><td>11%</td></tr><tr><td>Microsoft (MSFT)</td><td>10%</td></tr><tr><td>Amazon (AMZN)</td><td>8%</td></tr><tr><td>Alphabet A and B (GOOG)</td><td>8%</td></tr></tbody></table><p><b>Fundamental triggers to watch</b></p><p>So far, I explained that technically the QQQ is at the important resistance, and the break above the 50dma is likely to propel the index towards to 200dma. Also, note that the technical breakout above the 50dma could trigger short covering, which by itself could sustain the summer rally.</p><p>However, the summer rally can be cut short by renewed selling by fundamentally driven investors, which could push the index to new lows. Thus, it is important to consider the fundamental triggers.</p><p><b>The bearish case:</b></p><p>The bearish case is simple, every recession since 1945 has been preceded by the Fed&#39;s monetary policy tightening cycle. Thus, the market participants expect the current Fed&#39;s monetary policy tightening cycle will also cause the next recession, and the recessionary bear market.</p><p>In other words, the bearish investors expect the Fed-induced recession, and with that the significant downgrade in corporate earnings, and possibly the increase in credit risk leading to more corporate bankruptcies. Higher multiple tech stocks are particularly vulnerable in such environment.</p><p><b>The bullish case:</b></p><p>Note, there were 13 Fed&#39;s interest rate hiking cycles since 1945, which caused a recession 10 times with 3 exceptions: 1994-95, 1983-84, 1965-66. The bulls argue that the nearly 30% correction since Jan 4th has removed the speculative excess from tech valuations, and if the Fed is able to engineer a soft-landing (another exception), the QQQ has likely already bottomed, and it&#39;s time to start buying.</p><p>In other words, the bullish investors do not expect the Fed-induced recession, or possibly expect a very shallow and short recession that has been already priced in.</p><p><b>The key disagreement: the recession expectations</b></p><p>Thus, the bulls and the bears disagree whether there will be the Fed-induced recession, and if yes, the depth and length of such recession. Obviously, the key to the eventual resolution of this disagreement is heavily dependent on the actual Fed tightening policy.</p><p>Specifically, the recession will be very likely if the Fed inverts the 10Y-3mo spread. Currently, the spread is at 1.11%, but it&#39;s narrowing quickly, and it&#39;s expected to invert by the end of 2022. Practically, if the yield on 10Y Treasury stays around 3%, the Fed would have to exceed the 3% level on the Federal Funds rate. Currently, the Fed is expected to hike to 3.49% by the end of 2022. Thus, the market expects the recession sometimes in the second half of 2023.</p><p>However, the depth and the length of the expected recession is the function of whether the Fed causes the bust of the housing bubble and, thus the increase in the credit risk. At this point we don&#39;t have enough information to forecast the credit risk in 2023.</p><p><b>What to watch next?</b></p><p>Obviously, the Fed&#39;s monetary tightening path is the key on whether the recession occurs next year, and whether the recession causes the spike in credit risk.</p><p>The Fed has indicated that it does not intend to cause the recession, and the desire to pause the monetary policy tightening in Sep of 2022 to evaluate the effects of higher interest rates on economy before deciding on the next policy action.</p><p>However, the surprise in the May headline CPI caused the significant hawkish repricing of monetary policy tightening and led to an actual oversized 75bpt hike in June, with another 75bpt or 50bpt excepted in July. However, note, the Fed indicated that it needs to see &#34;several months&#34; of declining headline CPI to consider the dovish turn.</p><p>That brings us to the July 13th CPI inflation release. The current expectations are for 8.8% headline CPI or the new cycle high! However, given the correction in oil prices, as well as prices of other commodities, it is likely that <i>the headline CPI could surprise to the downside</i>- which could be the trigger to push the QQQ over 50dma and propel the summer rally.</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>QQQ: It's Make It Or Break It For The Summer Rally</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\">\nQQQ: It's Make It Or Break It For The Summer Rally\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-13 23:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4522847-qqq-make-or-break-for-summer-rally?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A15><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryTech stocks are potentially staging the summer rally.Technically, the 50dma is the key resistance.Fundamentally, the headline CPI on July 13th must surprise to the downside to support the rally...</p>\n\n<a href=\"https://seekingalpha.com/article/4522847-qqq-make-or-break-for-summer-rally?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A15\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"QQQ":"纳指100ETF"},"source_url":"https://seekingalpha.com/article/4522847-qqq-make-or-break-for-summer-rally?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A15","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130107669","content_text":"SummaryTech stocks are potentially staging the summer rally.Technically, the 50dma is the key resistance.Fundamentally, the headline CPI on July 13th must surprise to the downside to support the rally.The Summer RallyI made an argument on June 27th that stocks are likely staging a sustainable summer rally. The bullish case (at the time) was as follows:The carnage in commodity prices will likely produce a falling headlineCPI inflation reading over the next few months, which will allow the Fed to implement the signaled dovish turn- or pause in September to evaluate the effect of already implemented monetary policy tightening. Thus, the CPI report on July 13th holds the key on whether the summer rally can be sustained.In fact, stocks are well of their lows, and it appears that the summer rally is well underway. More importantly, the recent rally has been led by Tech stocks (XLK), and the tech-like stocks in the Consumer Discretionary (XLY) and the Communication (XLC) sectors. Here is the sector performance over the last 5 days:SelectSectorSPDRThe most efficient and liquid to play the summer rally is by buying the tech heavy Invesco Nasdaq ETF (NASDAQ:QQQ), where investors can get exposure to these large tech stocks expected to lead the bounce, and yet, to avoid the large single-stock exposure risk by stock picking. Here is the chart showing the recent QQQ performance:Data by YChartsAt this point, the QQQ chart shows the price is well of the lows, but down more than 26% YTD. More importantly, the chart shows the \"higher low\" and the bounce to the first and the key technical resistance - the 50dma. The last time QQQ was above the 50dma was on April 8th, and since, the 50dma was the reliable downtrend resistance level. Thus, technically, the 50dma breakout is the necessary pre-requisite to the sustainable summer rally, which could extend to a much higher resistance level at the 200dma (currently around 350).Note on QQQ, the top 4 stocks account for almost 40% of the index, so QQQ is heavily concentrated on big-tech leaders. The broader market simply cannot bounce without the significant participation of these stocks, so the exposure to QQQ gives the direct but diversified participation to the market cap leaders. Here is the table of the top 4 QQQ stocks:Apple (AAPL)11%Microsoft (MSFT)10%Amazon (AMZN)8%Alphabet A and B (GOOG)8%Fundamental triggers to watchSo far, I explained that technically the QQQ is at the important resistance, and the break above the 50dma is likely to propel the index towards to 200dma. Also, note that the technical breakout above the 50dma could trigger short covering, which by itself could sustain the summer rally.However, the summer rally can be cut short by renewed selling by fundamentally driven investors, which could push the index to new lows. Thus, it is important to consider the fundamental triggers.The bearish case:The bearish case is simple, every recession since 1945 has been preceded by the Fed's monetary policy tightening cycle. Thus, the market participants expect the current Fed's monetary policy tightening cycle will also cause the next recession, and the recessionary bear market.In other words, the bearish investors expect the Fed-induced recession, and with that the significant downgrade in corporate earnings, and possibly the increase in credit risk leading to more corporate bankruptcies. Higher multiple tech stocks are particularly vulnerable in such environment.The bullish case:Note, there were 13 Fed's interest rate hiking cycles since 1945, which caused a recession 10 times with 3 exceptions: 1994-95, 1983-84, 1965-66. The bulls argue that the nearly 30% correction since Jan 4th has removed the speculative excess from tech valuations, and if the Fed is able to engineer a soft-landing (another exception), the QQQ has likely already bottomed, and it's time to start buying.In other words, the bullish investors do not expect the Fed-induced recession, or possibly expect a very shallow and short recession that has been already priced in.The key disagreement: the recession expectationsThus, the bulls and the bears disagree whether there will be the Fed-induced recession, and if yes, the depth and length of such recession. Obviously, the key to the eventual resolution of this disagreement is heavily dependent on the actual Fed tightening policy.Specifically, the recession will be very likely if the Fed inverts the 10Y-3mo spread. Currently, the spread is at 1.11%, but it's narrowing quickly, and it's expected to invert by the end of 2022. Practically, if the yield on 10Y Treasury stays around 3%, the Fed would have to exceed the 3% level on the Federal Funds rate. Currently, the Fed is expected to hike to 3.49% by the end of 2022. Thus, the market expects the recession sometimes in the second half of 2023.However, the depth and the length of the expected recession is the function of whether the Fed causes the bust of the housing bubble and, thus the increase in the credit risk. At this point we don't have enough information to forecast the credit risk in 2023.What to watch next?Obviously, the Fed's monetary tightening path is the key on whether the recession occurs next year, and whether the recession causes the spike in credit risk.The Fed has indicated that it does not intend to cause the recession, and the desire to pause the monetary policy tightening in Sep of 2022 to evaluate the effects of higher interest rates on economy before deciding on the next policy action.However, the surprise in the May headline CPI caused the significant hawkish repricing of monetary policy tightening and led to an actual oversized 75bpt hike in June, with another 75bpt or 50bpt excepted in July. However, note, the Fed indicated that it needs to see \"several months\" of declining headline CPI to consider the dovish turn.That brings us to the July 13th CPI inflation release. The current expectations are for 8.8% headline CPI or the new cycle high! However, given the correction in oil prices, as well as prices of other commodities, it is likely that the headline CPI could surprise to the downside- which could be the trigger to push the QQQ over 50dma and propel the summer rally.","news_type":1,"symbols_score_info":{"QQQ":0.9}},"isVote":1,"tweetType":1,"viewCount":1396,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9079469417,"gmtCreate":1657237058439,"gmtModify":1676535974363,"author":{"id":"4096851435955450","authorId":"4096851435955450","name":"pyongco","avatar":"https://static.tigerbbs.com/e8b824fbd1a44429043480287f6a1724","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4096851435955450","idStr":"4096851435955450"},"themes":[],"htmlText":"like","listText":"like","text":"like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9079469417","repostId":"2249828426","repostType":4,"repost":{"id":"2249828426","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1657235012,"share":"https://ttm.financial/m/news/2249828426?lang=en_US&edition=fundamental","pubTime":"2022-07-08 07:03","market":"us","language":"en","title":"US STOCKS-S&P, Nasdaq Rise for Fourth Straight Day as Rate-hike Fears Ease","url":"https://stock-news.laohu8.com/highlight/detail?id=2249828426","media":"Reuters","summary":"* Weekly jobless claims unexpectedly rise* Fed hinting at less aggressive rate hikes emboldens* Sams","content":"<html><head></head><body><p>* Weekly jobless claims unexpectedly rise</p><p>* Fed hinting at less aggressive rate hikes emboldens</p><p>* Samsung results boost chipmakers</p><p>Wall Street benchmarks ended up on Thursday, with the S&amp;P 500 and Nasdaq recording their fourth successive higher closes, as traders leaned in to U.S. equities after the Federal Reserve hinted interest rate hikes could be tempered if growth suffered.</p><p>U.S. stock markets have stabilized in July after a brutal selloff in the first half against the backdrop of a surge in inflation, the Ukraine conflict and the Fed&#39;s pivot away from easy-money policy.</p><p>The S&amp;P 500 index    has closed higher in each of the first four sessions so far this month, after recording its steepest first-half percentage drop since 1970. The benchmark has not had five successive gains so far in 2022.</p><p>Minutes from the central bank&#39;s June policy meeting, where the Fed raised interest rates by three-quarters of a percentage point, showed on Wednesday a firm restatement of its intent to get prices under control.</p><p>However, Fed officials acknowledged the risk of rate increases having a &#34;larger-than-anticipated&#34; impact on economic growth and judged that an increase of 50 or 75 basis points would likely be appropriate at the policy meeting in July.</p><p>The less hawkish tone was echoed in comments from Fed Governor Christopher Waller on Thursday. In calling fears of a U.S. recession overblown, he advocated for a 50 basis-point hike in September.</p><p>Such sentiment was taken as a cue by some to add positions, including in high-growth stocks, which had suffered in the first half of 2022 as investors fretted over their prospects in a rising interest rate environment: Tesla Inc    and Google parent Alphabet Inc    both advanced.</p><p>&#34;It&#39;s starting to feel like real money is starting to come back,&#34; said Louis Ricci, head trader at Emles Advisors.</p><p>&#34;There&#39;s no reason that the market cannot go down another 30%, but we think the risk is 30% to the downside but three to four times that to the upside.&#34;</p><p>Though investors widely expect the Fed to hike rates by another 75 basis points in July, expectations of peak terminal rate next year have come down significantly amid growing worries of a global economic slowdown.</p><p>Fed funds futures traders are pricing for the benchmark rate to peak at 3.44% in March. Expectations before the June meeting were that it would increase to around 4% by May. It is currently 1.58%.    .</p><p>Elsewhere, a report on Thursday showed the number of Americans filing new claims for unemployment benefits unexpectedly rose last week and demand for labor is slowing with layoffs surging to a 16-month high in June.</p><p>A closely watched employment report on Friday is expected to show nonfarm payrolls likely increased by 268,000 jobs last month after rising by 390,000 in May.</p><p>According to preliminary data, the S&amp;P 500 gained 56.29 points, or 1.46%, to end at 3,901.37 points, while the Nasdaq Composite    gained 254.97 points, or 2.24%, to 11,616.82. The Dow Jones Industrial Average rose 346.05 points, or 1.11%, to 31,383.73.</p><p>The Philadelphia SE Semiconductor index climbed after South Korea&#39;s Samsung Electronics    turned in its best second-quarter profit since 2018, driven by strong sales of memory chips.</p><p>Almost all of the S&amp;P subsectors were higher, with the energy index    the best performer as oil and gas companies followed the rebound in crude prices from the previous day&#39;s 12-week low.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US STOCKS-S&P, Nasdaq Rise for Fourth Straight Day as Rate-hike Fears Ease</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS STOCKS-S&P, Nasdaq Rise for Fourth Straight Day as Rate-hike Fears Ease\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-07-08 07:03</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>* Weekly jobless claims unexpectedly rise</p><p>* Fed hinting at less aggressive rate hikes emboldens</p><p>* Samsung results boost chipmakers</p><p>Wall Street benchmarks ended up on Thursday, with the S&amp;P 500 and Nasdaq recording their fourth successive higher closes, as traders leaned in to U.S. equities after the Federal Reserve hinted interest rate hikes could be tempered if growth suffered.</p><p>U.S. stock markets have stabilized in July after a brutal selloff in the first half against the backdrop of a surge in inflation, the Ukraine conflict and the Fed&#39;s pivot away from easy-money policy.</p><p>The S&amp;P 500 index    has closed higher in each of the first four sessions so far this month, after recording its steepest first-half percentage drop since 1970. The benchmark has not had five successive gains so far in 2022.</p><p>Minutes from the central bank&#39;s June policy meeting, where the Fed raised interest rates by three-quarters of a percentage point, showed on Wednesday a firm restatement of its intent to get prices under control.</p><p>However, Fed officials acknowledged the risk of rate increases having a &#34;larger-than-anticipated&#34; impact on economic growth and judged that an increase of 50 or 75 basis points would likely be appropriate at the policy meeting in July.</p><p>The less hawkish tone was echoed in comments from Fed Governor Christopher Waller on Thursday. In calling fears of a U.S. recession overblown, he advocated for a 50 basis-point hike in September.</p><p>Such sentiment was taken as a cue by some to add positions, including in high-growth stocks, which had suffered in the first half of 2022 as investors fretted over their prospects in a rising interest rate environment: Tesla Inc    and Google parent Alphabet Inc    both advanced.</p><p>&#34;It&#39;s starting to feel like real money is starting to come back,&#34; said Louis Ricci, head trader at Emles Advisors.</p><p>&#34;There&#39;s no reason that the market cannot go down another 30%, but we think the risk is 30% to the downside but three to four times that to the upside.&#34;</p><p>Though investors widely expect the Fed to hike rates by another 75 basis points in July, expectations of peak terminal rate next year have come down significantly amid growing worries of a global economic slowdown.</p><p>Fed funds futures traders are pricing for the benchmark rate to peak at 3.44% in March. Expectations before the June meeting were that it would increase to around 4% by May. It is currently 1.58%.    .</p><p>Elsewhere, a report on Thursday showed the number of Americans filing new claims for unemployment benefits unexpectedly rose last week and demand for labor is slowing with layoffs surging to a 16-month high in June.</p><p>A closely watched employment report on Friday is expected to show nonfarm payrolls likely increased by 268,000 jobs last month after rising by 390,000 in May.</p><p>According to preliminary data, the S&amp;P 500 gained 56.29 points, or 1.46%, to end at 3,901.37 points, while the Nasdaq Composite    gained 254.97 points, or 2.24%, to 11,616.82. The Dow Jones Industrial Average rose 346.05 points, or 1.11%, to 31,383.73.</p><p>The Philadelphia SE Semiconductor index climbed after South Korea&#39;s Samsung Electronics    turned in its best second-quarter profit since 2018, driven by strong sales of memory chips.</p><p>Almost all of the S&amp;P subsectors were higher, with the energy index    the best performer as oil and gas companies followed the rebound in crude prices from the previous day&#39;s 12-week low.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF博时","BK4534":"瑞士信贷持仓","BK4514":"搜索引擎","BK4576":"AR","GOOGL":"谷歌A","BK4503":"景林资产持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","DDM":"2倍做多道指ETF-ProShares","SH":"做空标普500-Proshares","BK4566":"资本集团","QQQ":"纳指100ETF","UDOW":"三倍做多道指30ETF-ProShares","GOOG":"谷歌","SDOW":"三倍做空道指30ETF-ProShares","PSQ":"做空纳斯达克100指数ETF-ProShares",".SPX":"S&P 500 Index","BK4559":"巴菲特持仓","BK4504":"桥水持仓","BK4538":"云计算","SDS":"两倍做空标普500 ETF-ProShares","UPRO":"三倍做多标普500ETF-ProShares","BK4579":"人工智能","BK4550":"红杉资本持仓","QLD":"2倍做多纳斯达克100指数ETF-ProShares","SQQQ":"纳指三倍做空ETF","BK4507":"流媒体概念",".IXIC":"NASDAQ Composite","OEX":"标普100","OEF":"标普100指数ETF-iShares","BK4525":"远程办公概念","BK4561":"索罗斯持仓","DXD":"两倍做空道琼30指数ETF-ProShares","BK4573":"虚拟现实","SSO":"2倍做多标普500ETF-ProShares","TQQQ":"纳指三倍做多ETF","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","DOG":"道指ETF-ProShares做空","QID":"两倍做空纳斯达克指数ETF-ProShares","IVV":"标普500ETF-iShares","BK4527":"明星科技股","BK4581":"高盛持仓","BK4553":"喜马拉雅资本持仓","BK4077":"互动媒体与服务","DJX":"1/100道琼斯","SPY":"标普500ETF",".DJI":"道琼斯"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2249828426","content_text":"* Weekly jobless claims unexpectedly rise* Fed hinting at less aggressive rate hikes emboldens* Samsung results boost chipmakersWall Street benchmarks ended up on Thursday, with the S&P 500 and Nasdaq recording their fourth successive higher closes, as traders leaned in to U.S. equities after the Federal Reserve hinted interest rate hikes could be tempered if growth suffered.U.S. stock markets have stabilized in July after a brutal selloff in the first half against the backdrop of a surge in inflation, the Ukraine conflict and the Fed's pivot away from easy-money policy.The S&P 500 index    has closed higher in each of the first four sessions so far this month, after recording its steepest first-half percentage drop since 1970. The benchmark has not had five successive gains so far in 2022.Minutes from the central bank's June policy meeting, where the Fed raised interest rates by three-quarters of a percentage point, showed on Wednesday a firm restatement of its intent to get prices under control.However, Fed officials acknowledged the risk of rate increases having a \"larger-than-anticipated\" impact on economic growth and judged that an increase of 50 or 75 basis points would likely be appropriate at the policy meeting in July.The less hawkish tone was echoed in comments from Fed Governor Christopher Waller on Thursday. In calling fears of a U.S. recession overblown, he advocated for a 50 basis-point hike in September.Such sentiment was taken as a cue by some to add positions, including in high-growth stocks, which had suffered in the first half of 2022 as investors fretted over their prospects in a rising interest rate environment: Tesla Inc    and Google parent Alphabet Inc    both advanced.\"It's starting to feel like real money is starting to come back,\" said Louis Ricci, head trader at Emles Advisors.\"There's no reason that the market cannot go down another 30%, but we think the risk is 30% to the downside but three to four times that to the upside.\"Though investors widely expect the Fed to hike rates by another 75 basis points in July, expectations of peak terminal rate next year have come down significantly amid growing worries of a global economic slowdown.Fed funds futures traders are pricing for the benchmark rate to peak at 3.44% in March. Expectations before the June meeting were that it would increase to around 4% by May. It is currently 1.58%.    .Elsewhere, a report on Thursday showed the number of Americans filing new claims for unemployment benefits unexpectedly rose last week and demand for labor is slowing with layoffs surging to a 16-month high in June.A closely watched employment report on Friday is expected to show nonfarm payrolls likely increased by 268,000 jobs last month after rising by 390,000 in May.According to preliminary data, the S&P 500 gained 56.29 points, or 1.46%, to end at 3,901.37 points, while the Nasdaq Composite    gained 254.97 points, or 2.24%, to 11,616.82. The Dow Jones Industrial Average rose 346.05 points, or 1.11%, to 31,383.73.The Philadelphia SE Semiconductor index climbed after South Korea's Samsung Electronics    turned in its best second-quarter profit since 2018, driven by strong sales of memory chips.Almost all of the S&P subsectors were higher, with the energy index    the best performer as oil and gas companies followed the rebound in crude prices from the previous day's 12-week low.","news_type":1,"symbols_score_info":{"161125":0.6,"513500":0.6,"GOOG":0.9,".IXIC":0.9,"SDS":0.6,"SSO":0.6,"DOG":0.6,"SH":0.6,"QQQ":0.6,"OEX":0.6,"QID":0.6,"TQQQ":0.6,".SPX":0.9,"GOOGL":0.64,".DJI":0.9,"QLD":0.6,"IVV":0.6,"SDOW":0.6,"SPY":0.64,"ESmain":0.6,"UPRO":0.6,"DDM":0.6,"UDOW":0.6,"NQmain":0.6,"SQQQ":0.6,"DJX":0.6,"DXD":0.6,"PSQ":0.6,"OEF":0.6}},"isVote":1,"tweetType":1,"viewCount":1226,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9070191415,"gmtCreate":1657026436137,"gmtModify":1676535933983,"author":{"id":"4096851435955450","authorId":"4096851435955450","name":"pyongco","avatar":"https://static.tigerbbs.com/e8b824fbd1a44429043480287f6a1724","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4096851435955450","idStr":"4096851435955450"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/GTLB\">$GitLab, Inc.(GTLB)$</a>dead.... sell?!!!","listText":"<a href=\"https://ttm.financial/S/GTLB\">$GitLab, Inc.(GTLB)$</a>dead.... sell?!!!","text":"$GitLab, Inc.(GTLB)$dead.... sell?!!!","images":[{"img":"https://community-static.tradeup.com/news/bdddee419b3108a435ce67b5c9adb5ed","width":"828","height":"1792"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9070191415","isVote":1,"tweetType":1,"viewCount":1599,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4091745715358870","authorId":"4091745715358870","name":"SanBarbara","avatar":"https://community-static.tradeup.com/news/3ae2c291b44b159c3d184d53d7831724","crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"4091745715358870","idStr":"4091745715358870"},"content":"Oooo… far [Sad][Sad]","text":"Oooo… far [Sad][Sad]","html":"Oooo… far [Sad][Sad]"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9070193239,"gmtCreate":1657026305321,"gmtModify":1676535933868,"author":{"id":"4096851435955450","authorId":"4096851435955450","name":"pyongco","avatar":"https://static.tigerbbs.com/e8b824fbd1a44429043480287f6a1724","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4096851435955450","idStr":"4096851435955450"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9070193239","repostId":"1197264638","repostType":4,"repost":{"id":"1197264638","kind":"news","pubTimestamp":1657020434,"share":"https://ttm.financial/m/news/1197264638?lang=en_US&edition=fundamental","pubTime":"2022-07-05 19:27","market":"us","language":"en","title":"Tata Motors Expects to Sell 50,000 Electric Vehicles in the Current Fiscal Year","url":"https://stock-news.laohu8.com/highlight/detail?id=1197264638","media":"Seeking Alpha","summary":"Tata Motors intends to sell about 50,000 electric vehicles by the end of FY ending March 31 and doub","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/TTM\">Tata Motors</a> intends to sell about 50,000 electric vehicles by the end of FY ending March 31 and double that in the 2023/24 period -Chairman N Chandrasekaran said in a shareholders&#39; meeting on Monday.</p><p>In 2021/22, the company sold 19,105 EVs, +353% Y/Y.</p><p>&#34;We continue to work closely with our customers and ecosystem partners to mitigate risks and manage uncertainties. Accordingly, we expect performance to progressively improve through the year with the second half of FY23 being notably better than the first half,&#34; he said.</p><p>The company&#39;s performance is expected to improve in this fiscal year as the overall supply situation is slowly improving and commodity prices are stabilizing.</p><p>The company commands 90% of India’s electric car sales, and appears to be on track to reach its goal of selling 50,000 EVs as the June sales results shows that out of 45,197 total units sold, 3,507 were electric, up 433% from 658 last year.</p><p>Tata (TTM) currently sells three EV models, including Nexon EV, Tigor EV and the newest Nexon EV Max.</p><p>Stock up ~15% over the period of one year.</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>Tata Motors Expects to Sell 50,000 Electric Vehicles in the Current Fiscal Year</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTata Motors Expects to Sell 50,000 Electric Vehicles in the Current Fiscal Year\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-05 19:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3854051-tata-motors-expects-to-sell-50000-electric-vehicles-in-the-current-fiscal-year><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tata Motors intends to sell about 50,000 electric vehicles by the end of FY ending March 31 and double that in the 2023/24 period -Chairman N Chandrasekaran said in a shareholders' meeting on Monday....</p>\n\n<a href=\"https://seekingalpha.com/news/3854051-tata-motors-expects-to-sell-50000-electric-vehicles-in-the-current-fiscal-year\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TTM":"塔塔汽车"},"source_url":"https://seekingalpha.com/news/3854051-tata-motors-expects-to-sell-50000-electric-vehicles-in-the-current-fiscal-year","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1197264638","content_text":"Tata Motors intends to sell about 50,000 electric vehicles by the end of FY ending March 31 and double that in the 2023/24 period -Chairman N Chandrasekaran said in a shareholders' meeting on Monday.In 2021/22, the company sold 19,105 EVs, +353% Y/Y.\"We continue to work closely with our customers and ecosystem partners to mitigate risks and manage uncertainties. Accordingly, we expect performance to progressively improve through the year with the second half of FY23 being notably better than the first half,\" he said.The company's performance is expected to improve in this fiscal year as the overall supply situation is slowly improving and commodity prices are stabilizing.The company commands 90% of India’s electric car sales, and appears to be on track to reach its goal of selling 50,000 EVs as the June sales results shows that out of 45,197 total units sold, 3,507 were electric, up 433% from 658 last year.Tata (TTM) currently sells three EV models, including Nexon EV, Tigor EV and the newest Nexon EV Max.Stock up ~15% over the period of one year.","news_type":1,"symbols_score_info":{"TTM":0.9}},"isVote":1,"tweetType":1,"viewCount":844,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9047596779,"gmtCreate":1656939689891,"gmtModify":1676535918704,"author":{"id":"4096851435955450","authorId":"4096851435955450","name":"pyongco","avatar":"https://static.tigerbbs.com/e8b824fbd1a44429043480287f6a1724","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4096851435955450","idStr":"4096851435955450"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9047596779","repostId":"1197506915","repostType":4,"repost":{"id":"1197506915","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1656924111,"share":"https://ttm.financial/m/news/1197506915?lang=en_US&edition=fundamental","pubTime":"2022-07-04 16:41","market":"us","language":"en","title":"Tiger Chart | 8 Major Investment Banks' Forecast of Fed’s Rate Hikes, Inflation and Recession in H2 2022","url":"https://stock-news.laohu8.com/highlight/detail?id=1197506915","media":"Tiger Newspress","summary":"Fed’s rate hikes, inflation pressure and recession were the key issues in H1 2022. What do investmen","content":"<html><head></head><body><p>Fed’s rate hikes, inflation pressure and recession were the key issues in H1 2022. What do investment banks think of these issues in H2 2022? Citi felt optimistic while JPMorgan and others were pessimistic.</p><p><img src=\"https://static.tigerbbs.com/0cce56794f9fe1db3b4907305c5a2c62\" tg-width=\"750\" tg-height=\"3096\" referrerpolicy=\"no-referrer\"/></p><p><b>Morgan Stanley: Global GDP Growth Will Be 2.9% in 2022—Less Than Half That of 2021</b></p><p>Morgan Stanley Chief Global Economist Seth Carpenter thinks we are in the most chaotic, hard-to-predict macroeconomic time in decades.</p><p>Global economic activity is slowing sharply—so much so that Carpenter and his team have revised their global gross domestic product forecasts down 170 basis points over the last three months—and the risks of further slowing are front and center.</p><p>Nevertheless, the team believes that the global economy will manage to avoid a true recession in 2022. Under their base case—what they consider the most probable—global GDP growth will be 2.9% in 2022—less than half that of 2021, when massive fiscal stimulus, accommodative monetary policy and COVID-19 business rebounds buoyed growth 6.2%.</p><p>For now, he says, the biggest risks—namely, a European embargo on imports of oil from Russia and persistent Covid lockdowns in China—are not likely to occur in tandem. The alignment of those unlucky stars is possible, hence the rising risk, but it is not something we would count on.</p><p><b>Citi:</b> <b>Global Equities and Bonds May Make Modest Gains for the Rest of 2022</b></p><p>The boom conditions of 2021 are over, but this does not mean a recession will be forthcoming. Amid economic uncertainty, positive actions for portfolios are recommended.</p><p>Following a the COVID economic collapse and boom, we now face economic uncertainties amid geopolitical tensions, rising inflation and slowing growth.</p><p>If the US Federal Reserve ceases tightening in time, we believe economic expansion can be sustained, forestalling a recession.</p><p>Despite heavy declines in some technology equities, contracting capital expenditure on technology seems improbable, unlike in the early 2000s.</p><p>It is time to build resilient portfolios, with a focus on high-quality investments across asset classes.</p><p><b>Goldman Sachs:</b> <b>It Sees 30% Chance of U.S. Recession Next Year</b></p><p>It forecasts a 30% chance of the U.S. economy tipping into recession over the next year, up from 15% earlier, following record-high inflation and a weak macroeconomic backdrop due to the Ukraine conflict.</p><p>&#34;We are increasingly concerned that the Fed leadership has set a high and inflation-specific bar for slowing the pace of tightening,&#34; Goldman said.</p><p>It forecasts a 48% cumulative probability of a recession over the next two years compared to its prior forecast of 35%.</p><p>&#34;Our best guess is that a recession caused by moderate overtightening would be shallow, though we could imagine it dragging on for a little longer than it would with more policy support,&#34; economists at Goldman added.</p><p><b>BofA: U.S. Economy Has 40% Chance of Being in Recession Next Year</b></p><p>BofA Securities economists see roughly a 40% chance of a U.S. recession next year, with inflation remaining persistently high.</p><p>They expect U.S. Gross Domestic Product growth to slow to almost zero by the second half of next year as the lagged impact of tighter financial conditions cools the economy, while they see just a modest rebound in growth in 2024.</p><p>&#34;Our worst fears around the Fed have been confirmed: they fell way behind the curve and are now playing a dangerous game of catch up&#34;They wrote, adding that the firm expects the Fed to hike interest rates to above 4%.</p><p>They now expect global economic growth of 3.2%. They said they had forecast 4.3% global growth going into 2022, and see further risks to 2022 growth if strict lockdowns continue in China, and to 2023 growth if the U.S. economy slips into recession.</p><p>The spike in energy prices amid the Russia-Ukraine war &#34;has already sent inflation soaring across the world, which in turn has forced central banks into a more hawkish stance,&#34; the economists wrote.</p><p><b>Deutsche Bank: We Have 50% Likelihood of a Recession Globally</b></p><p>Deutsche Bank AG’s chief executive officer warned the global economy may be headed for a recession as central banks step up efforts to curb inflation, joining a growing chorus of executives and policy makers who are painting a pessimistic picture.</p><p>He said the global economy is buckling under multiple strains, from supply-chain issues in China to rising food prices, particularly in the poorest countries. While the bank had predicted for some time that interest rates would rise to curb price increases, the pace at which central banks are now expected to tighten surprised him.</p><p>“At least I would say we have 50% likelihood of a recession globally,” the Deutsche Bank CEO said in an interview. In the US and Europe, “the likelihood of a recession coming in the second half of 2023, while at the same time the interest rates go up, is obviously up versus the forecasts we had before the war broke out” in Ukraine.</p><p><b>JPMorgan: It Cut US Economic Growth Forecasts Perilously Close to Recession</b></p><p>It reduced its estimate for annualized gross domestic product growth to 1% for the second quarter, down from 2.5% previously. This quarter is also seen at 1%, down from 2%. Growth will tick up to 1.5% in the final three months of the year, helped by stronger car production and lower inflation, the bank’s economists said.</p><p>“Our forecast comes perilously close to a recession,” Michael Feroli, JPMorgan’s chief US economist, wrote in a note. “However, we continue to look for the economy to expand, in part because we think employers may be reluctant to shed workers, even in a period of soft product demand.”</p><p><b>Wells Fargo’s 2022 Midyear Outlook: Faster, Further, and Fragile</b></p><p>It anticipates that while the economic cycle runs faster and the interest rate increases run further, the economy and capital markets will remain fragile.</p><p>It believes the U.S. economy is signaling a mild recession for the end of 2022 and into early 2023. If inflation and monetary tightening ease in 2023, as it anticipates, a nascent economic recovery that markets may project into 2024 is expected.</p><p>The report examines and identifies where it may pay investors to take risks — and what investment opportunities may arise — as they navigate these challenging times.</p><p>“Thus far, 2022 has been trying for investors, with negative year to date returns for both equities and bonds,” said Darrell Cronk, chief investment officer for Wealth &amp; Investment Management.</p><p>“As we look into the second half of the year, important risks remain. It views risk not strictly as an unknown but as something to measure, and as part of a disciplined decision process to manage within a portfolio.”</p><p><b>UBS: The Odds of a Hard Landing for the U.S. Economy Are Rising</b></p><p>UBS economists, led by Jonathan Pingle, said in a note that “the risk of a hard landing is rising”.</p><p>“Recession risks are rising. Growth is slowing sharply. Pandemic policy support is being removed rapidly. Prices are eroding real income. The economy looks increasingly vulnerable to any new negative shock,” they wrote.</p><p>UBS still believes a “soft landing” is the most likely outcome for the U.S. economy, but the investment bank’s economists now see a 40% chance of an outright recession over the next 12 months, up from just 2.5% a month ago.</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>Tiger Chart | 8 Major Investment Banks' Forecast of Fed’s Rate Hikes, Inflation and Recession in H2 2022</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\">\nTiger Chart | 8 Major Investment Banks' Forecast of Fed’s Rate Hikes, Inflation and Recession in H2 2022\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-07-04 16:41</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Fed’s rate hikes, inflation pressure and recession were the key issues in H1 2022. What do investment banks think of these issues in H2 2022? Citi felt optimistic while JPMorgan and others were pessimistic.</p><p><img src=\"https://static.tigerbbs.com/0cce56794f9fe1db3b4907305c5a2c62\" tg-width=\"750\" tg-height=\"3096\" referrerpolicy=\"no-referrer\"/></p><p><b>Morgan Stanley: Global GDP Growth Will Be 2.9% in 2022—Less Than Half That of 2021</b></p><p>Morgan Stanley Chief Global Economist Seth Carpenter thinks we are in the most chaotic, hard-to-predict macroeconomic time in decades.</p><p>Global economic activity is slowing sharply—so much so that Carpenter and his team have revised their global gross domestic product forecasts down 170 basis points over the last three months—and the risks of further slowing are front and center.</p><p>Nevertheless, the team believes that the global economy will manage to avoid a true recession in 2022. Under their base case—what they consider the most probable—global GDP growth will be 2.9% in 2022—less than half that of 2021, when massive fiscal stimulus, accommodative monetary policy and COVID-19 business rebounds buoyed growth 6.2%.</p><p>For now, he says, the biggest risks—namely, a European embargo on imports of oil from Russia and persistent Covid lockdowns in China—are not likely to occur in tandem. The alignment of those unlucky stars is possible, hence the rising risk, but it is not something we would count on.</p><p><b>Citi:</b> <b>Global Equities and Bonds May Make Modest Gains for the Rest of 2022</b></p><p>The boom conditions of 2021 are over, but this does not mean a recession will be forthcoming. Amid economic uncertainty, positive actions for portfolios are recommended.</p><p>Following a the COVID economic collapse and boom, we now face economic uncertainties amid geopolitical tensions, rising inflation and slowing growth.</p><p>If the US Federal Reserve ceases tightening in time, we believe economic expansion can be sustained, forestalling a recession.</p><p>Despite heavy declines in some technology equities, contracting capital expenditure on technology seems improbable, unlike in the early 2000s.</p><p>It is time to build resilient portfolios, with a focus on high-quality investments across asset classes.</p><p><b>Goldman Sachs:</b> <b>It Sees 30% Chance of U.S. Recession Next Year</b></p><p>It forecasts a 30% chance of the U.S. economy tipping into recession over the next year, up from 15% earlier, following record-high inflation and a weak macroeconomic backdrop due to the Ukraine conflict.</p><p>&#34;We are increasingly concerned that the Fed leadership has set a high and inflation-specific bar for slowing the pace of tightening,&#34; Goldman said.</p><p>It forecasts a 48% cumulative probability of a recession over the next two years compared to its prior forecast of 35%.</p><p>&#34;Our best guess is that a recession caused by moderate overtightening would be shallow, though we could imagine it dragging on for a little longer than it would with more policy support,&#34; economists at Goldman added.</p><p><b>BofA: U.S. Economy Has 40% Chance of Being in Recession Next Year</b></p><p>BofA Securities economists see roughly a 40% chance of a U.S. recession next year, with inflation remaining persistently high.</p><p>They expect U.S. Gross Domestic Product growth to slow to almost zero by the second half of next year as the lagged impact of tighter financial conditions cools the economy, while they see just a modest rebound in growth in 2024.</p><p>&#34;Our worst fears around the Fed have been confirmed: they fell way behind the curve and are now playing a dangerous game of catch up&#34;They wrote, adding that the firm expects the Fed to hike interest rates to above 4%.</p><p>They now expect global economic growth of 3.2%. They said they had forecast 4.3% global growth going into 2022, and see further risks to 2022 growth if strict lockdowns continue in China, and to 2023 growth if the U.S. economy slips into recession.</p><p>The spike in energy prices amid the Russia-Ukraine war &#34;has already sent inflation soaring across the world, which in turn has forced central banks into a more hawkish stance,&#34; the economists wrote.</p><p><b>Deutsche Bank: We Have 50% Likelihood of a Recession Globally</b></p><p>Deutsche Bank AG’s chief executive officer warned the global economy may be headed for a recession as central banks step up efforts to curb inflation, joining a growing chorus of executives and policy makers who are painting a pessimistic picture.</p><p>He said the global economy is buckling under multiple strains, from supply-chain issues in China to rising food prices, particularly in the poorest countries. While the bank had predicted for some time that interest rates would rise to curb price increases, the pace at which central banks are now expected to tighten surprised him.</p><p>“At least I would say we have 50% likelihood of a recession globally,” the Deutsche Bank CEO said in an interview. In the US and Europe, “the likelihood of a recession coming in the second half of 2023, while at the same time the interest rates go up, is obviously up versus the forecasts we had before the war broke out” in Ukraine.</p><p><b>JPMorgan: It Cut US Economic Growth Forecasts Perilously Close to Recession</b></p><p>It reduced its estimate for annualized gross domestic product growth to 1% for the second quarter, down from 2.5% previously. This quarter is also seen at 1%, down from 2%. Growth will tick up to 1.5% in the final three months of the year, helped by stronger car production and lower inflation, the bank’s economists said.</p><p>“Our forecast comes perilously close to a recession,” Michael Feroli, JPMorgan’s chief US economist, wrote in a note. “However, we continue to look for the economy to expand, in part because we think employers may be reluctant to shed workers, even in a period of soft product demand.”</p><p><b>Wells Fargo’s 2022 Midyear Outlook: Faster, Further, and Fragile</b></p><p>It anticipates that while the economic cycle runs faster and the interest rate increases run further, the economy and capital markets will remain fragile.</p><p>It believes the U.S. economy is signaling a mild recession for the end of 2022 and into early 2023. If inflation and monetary tightening ease in 2023, as it anticipates, a nascent economic recovery that markets may project into 2024 is expected.</p><p>The report examines and identifies where it may pay investors to take risks — and what investment opportunities may arise — as they navigate these challenging times.</p><p>“Thus far, 2022 has been trying for investors, with negative year to date returns for both equities and bonds,” said Darrell Cronk, chief investment officer for Wealth &amp; Investment Management.</p><p>“As we look into the second half of the year, important risks remain. It views risk not strictly as an unknown but as something to measure, and as part of a disciplined decision process to manage within a portfolio.”</p><p><b>UBS: The Odds of a Hard Landing for the U.S. Economy Are Rising</b></p><p>UBS economists, led by Jonathan Pingle, said in a note that “the risk of a hard landing is rising”.</p><p>“Recession risks are rising. Growth is slowing sharply. Pandemic policy support is being removed rapidly. Prices are eroding real income. The economy looks increasingly vulnerable to any new negative shock,” they wrote.</p><p>UBS still believes a “soft landing” is the most likely outcome for the U.S. economy, but the investment bank’s economists now see a 40% chance of an outright recession over the next 12 months, up from just 2.5% a month ago.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"JPM":"摩根大通","WFC":"富国银行","UBS":"瑞银","C":"花旗","GS":"高盛","MS":"摩根士丹利","DB":"德意志银行","BAC":"美国银行"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1197506915","content_text":"Fed’s rate hikes, inflation pressure and recession were the key issues in H1 2022. What do investment banks think of these issues in H2 2022? Citi felt optimistic while JPMorgan and others were pessimistic.Morgan Stanley: Global GDP Growth Will Be 2.9% in 2022—Less Than Half That of 2021Morgan Stanley Chief Global Economist Seth Carpenter thinks we are in the most chaotic, hard-to-predict macroeconomic time in decades.Global economic activity is slowing sharply—so much so that Carpenter and his team have revised their global gross domestic product forecasts down 170 basis points over the last three months—and the risks of further slowing are front and center.Nevertheless, the team believes that the global economy will manage to avoid a true recession in 2022. Under their base case—what they consider the most probable—global GDP growth will be 2.9% in 2022—less than half that of 2021, when massive fiscal stimulus, accommodative monetary policy and COVID-19 business rebounds buoyed growth 6.2%.For now, he says, the biggest risks—namely, a European embargo on imports of oil from Russia and persistent Covid lockdowns in China—are not likely to occur in tandem. The alignment of those unlucky stars is possible, hence the rising risk, but it is not something we would count on.Citi: Global Equities and Bonds May Make Modest Gains for the Rest of 2022The boom conditions of 2021 are over, but this does not mean a recession will be forthcoming. Amid economic uncertainty, positive actions for portfolios are recommended.Following a the COVID economic collapse and boom, we now face economic uncertainties amid geopolitical tensions, rising inflation and slowing growth.If the US Federal Reserve ceases tightening in time, we believe economic expansion can be sustained, forestalling a recession.Despite heavy declines in some technology equities, contracting capital expenditure on technology seems improbable, unlike in the early 2000s.It is time to build resilient portfolios, with a focus on high-quality investments across asset classes.Goldman Sachs: It Sees 30% Chance of U.S. Recession Next YearIt forecasts a 30% chance of the U.S. economy tipping into recession over the next year, up from 15% earlier, following record-high inflation and a weak macroeconomic backdrop due to the Ukraine conflict.\"We are increasingly concerned that the Fed leadership has set a high and inflation-specific bar for slowing the pace of tightening,\" Goldman said.It forecasts a 48% cumulative probability of a recession over the next two years compared to its prior forecast of 35%.\"Our best guess is that a recession caused by moderate overtightening would be shallow, though we could imagine it dragging on for a little longer than it would with more policy support,\" economists at Goldman added.BofA: U.S. Economy Has 40% Chance of Being in Recession Next YearBofA Securities economists see roughly a 40% chance of a U.S. recession next year, with inflation remaining persistently high.They expect U.S. Gross Domestic Product growth to slow to almost zero by the second half of next year as the lagged impact of tighter financial conditions cools the economy, while they see just a modest rebound in growth in 2024.\"Our worst fears around the Fed have been confirmed: they fell way behind the curve and are now playing a dangerous game of catch up\"They wrote, adding that the firm expects the Fed to hike interest rates to above 4%.They now expect global economic growth of 3.2%. They said they had forecast 4.3% global growth going into 2022, and see further risks to 2022 growth if strict lockdowns continue in China, and to 2023 growth if the U.S. economy slips into recession.The spike in energy prices amid the Russia-Ukraine war \"has already sent inflation soaring across the world, which in turn has forced central banks into a more hawkish stance,\" the economists wrote.Deutsche Bank: We Have 50% Likelihood of a Recession GloballyDeutsche Bank AG’s chief executive officer warned the global economy may be headed for a recession as central banks step up efforts to curb inflation, joining a growing chorus of executives and policy makers who are painting a pessimistic picture.He said the global economy is buckling under multiple strains, from supply-chain issues in China to rising food prices, particularly in the poorest countries. While the bank had predicted for some time that interest rates would rise to curb price increases, the pace at which central banks are now expected to tighten surprised him.“At least I would say we have 50% likelihood of a recession globally,” the Deutsche Bank CEO said in an interview. In the US and Europe, “the likelihood of a recession coming in the second half of 2023, while at the same time the interest rates go up, is obviously up versus the forecasts we had before the war broke out” in Ukraine.JPMorgan: It Cut US Economic Growth Forecasts Perilously Close to RecessionIt reduced its estimate for annualized gross domestic product growth to 1% for the second quarter, down from 2.5% previously. This quarter is also seen at 1%, down from 2%. Growth will tick up to 1.5% in the final three months of the year, helped by stronger car production and lower inflation, the bank’s economists said.“Our forecast comes perilously close to a recession,” Michael Feroli, JPMorgan’s chief US economist, wrote in a note. “However, we continue to look for the economy to expand, in part because we think employers may be reluctant to shed workers, even in a period of soft product demand.”Wells Fargo’s 2022 Midyear Outlook: Faster, Further, and FragileIt anticipates that while the economic cycle runs faster and the interest rate increases run further, the economy and capital markets will remain fragile.It believes the U.S. economy is signaling a mild recession for the end of 2022 and into early 2023. If inflation and monetary tightening ease in 2023, as it anticipates, a nascent economic recovery that markets may project into 2024 is expected.The report examines and identifies where it may pay investors to take risks — and what investment opportunities may arise — as they navigate these challenging times.“Thus far, 2022 has been trying for investors, with negative year to date returns for both equities and bonds,” said Darrell Cronk, chief investment officer for Wealth & Investment Management.“As we look into the second half of the year, important risks remain. It views risk not strictly as an unknown but as something to measure, and as part of a disciplined decision process to manage within a portfolio.”UBS: The Odds of a Hard Landing for the U.S. Economy Are RisingUBS economists, led by Jonathan Pingle, said in a note that “the risk of a hard landing is rising”.“Recession risks are rising. Growth is slowing sharply. Pandemic policy support is being removed rapidly. Prices are eroding real income. The economy looks increasingly vulnerable to any new negative shock,” they wrote.UBS still believes a “soft landing” is the most likely outcome for the U.S. economy, but the investment bank’s economists now see a 40% chance of an outright recession over the next 12 months, up from just 2.5% a month ago.","news_type":1,"symbols_score_info":{"GS":0.9,"BAC":0.9,"C":0.9,"UBS":0.9,"MS":0.9,"JPM":0.9,"WFC":0.9,"DB":0.9}},"isVote":1,"tweetType":1,"viewCount":1123,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9044854854,"gmtCreate":1656734214078,"gmtModify":1676535886956,"author":{"id":"4096851435955450","authorId":"4096851435955450","name":"pyongco","avatar":"https://static.tigerbbs.com/e8b824fbd1a44429043480287f6a1724","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4096851435955450","idStr":"4096851435955450"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9044854854","repostId":"2248806815","repostType":4,"isVote":1,"tweetType":1,"viewCount":1385,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9070191415,"gmtCreate":1657026436137,"gmtModify":1676535933983,"author":{"id":"4096851435955450","authorId":"4096851435955450","name":"pyongco","avatar":"https://static.tigerbbs.com/e8b824fbd1a44429043480287f6a1724","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4096851435955450","authorIdStr":"4096851435955450"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/GTLB\">$GitLab, Inc.(GTLB)$</a>dead.... sell?!!!","listText":"<a href=\"https://ttm.financial/S/GTLB\">$GitLab, Inc.(GTLB)$</a>dead.... sell?!!!","text":"$GitLab, Inc.(GTLB)$dead.... sell?!!!","images":[{"img":"https://community-static.tradeup.com/news/bdddee419b3108a435ce67b5c9adb5ed","width":"828","height":"1792"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9070191415","isVote":1,"tweetType":1,"viewCount":1599,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4091745715358870","authorId":"4091745715358870","name":"SanBarbara","avatar":"https://community-static.tradeup.com/news/3ae2c291b44b159c3d184d53d7831724","crmLevel":11,"crmLevelSwitch":0,"idStr":"4091745715358870","authorIdStr":"4091745715358870"},"content":"Oooo… far [Sad][Sad]","text":"Oooo… far [Sad][Sad]","html":"Oooo… far [Sad][Sad]"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9079469417,"gmtCreate":1657237058439,"gmtModify":1676535974363,"author":{"id":"4096851435955450","authorId":"4096851435955450","name":"pyongco","avatar":"https://static.tigerbbs.com/e8b824fbd1a44429043480287f6a1724","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4096851435955450","authorIdStr":"4096851435955450"},"themes":[],"htmlText":"like","listText":"like","text":"like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9079469417","repostId":"2249828426","repostType":4,"repost":{"id":"2249828426","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1657235012,"share":"https://ttm.financial/m/news/2249828426?lang=en_US&edition=fundamental","pubTime":"2022-07-08 07:03","market":"us","language":"en","title":"US STOCKS-S&P, Nasdaq Rise for Fourth Straight Day as Rate-hike Fears Ease","url":"https://stock-news.laohu8.com/highlight/detail?id=2249828426","media":"Reuters","summary":"* Weekly jobless claims unexpectedly rise* Fed hinting at less aggressive rate hikes emboldens* Sams","content":"<html><head></head><body><p>* Weekly jobless claims unexpectedly rise</p><p>* Fed hinting at less aggressive rate hikes emboldens</p><p>* Samsung results boost chipmakers</p><p>Wall Street benchmarks ended up on Thursday, with the S&amp;P 500 and Nasdaq recording their fourth successive higher closes, as traders leaned in to U.S. equities after the Federal Reserve hinted interest rate hikes could be tempered if growth suffered.</p><p>U.S. stock markets have stabilized in July after a brutal selloff in the first half against the backdrop of a surge in inflation, the Ukraine conflict and the Fed&#39;s pivot away from easy-money policy.</p><p>The S&amp;P 500 index    has closed higher in each of the first four sessions so far this month, after recording its steepest first-half percentage drop since 1970. The benchmark has not had five successive gains so far in 2022.</p><p>Minutes from the central bank&#39;s June policy meeting, where the Fed raised interest rates by three-quarters of a percentage point, showed on Wednesday a firm restatement of its intent to get prices under control.</p><p>However, Fed officials acknowledged the risk of rate increases having a &#34;larger-than-anticipated&#34; impact on economic growth and judged that an increase of 50 or 75 basis points would likely be appropriate at the policy meeting in July.</p><p>The less hawkish tone was echoed in comments from Fed Governor Christopher Waller on Thursday. In calling fears of a U.S. recession overblown, he advocated for a 50 basis-point hike in September.</p><p>Such sentiment was taken as a cue by some to add positions, including in high-growth stocks, which had suffered in the first half of 2022 as investors fretted over their prospects in a rising interest rate environment: Tesla Inc    and Google parent Alphabet Inc    both advanced.</p><p>&#34;It&#39;s starting to feel like real money is starting to come back,&#34; said Louis Ricci, head trader at Emles Advisors.</p><p>&#34;There&#39;s no reason that the market cannot go down another 30%, but we think the risk is 30% to the downside but three to four times that to the upside.&#34;</p><p>Though investors widely expect the Fed to hike rates by another 75 basis points in July, expectations of peak terminal rate next year have come down significantly amid growing worries of a global economic slowdown.</p><p>Fed funds futures traders are pricing for the benchmark rate to peak at 3.44% in March. Expectations before the June meeting were that it would increase to around 4% by May. It is currently 1.58%.    .</p><p>Elsewhere, a report on Thursday showed the number of Americans filing new claims for unemployment benefits unexpectedly rose last week and demand for labor is slowing with layoffs surging to a 16-month high in June.</p><p>A closely watched employment report on Friday is expected to show nonfarm payrolls likely increased by 268,000 jobs last month after rising by 390,000 in May.</p><p>According to preliminary data, the S&amp;P 500 gained 56.29 points, or 1.46%, to end at 3,901.37 points, while the Nasdaq Composite    gained 254.97 points, or 2.24%, to 11,616.82. The Dow Jones Industrial Average rose 346.05 points, or 1.11%, to 31,383.73.</p><p>The Philadelphia SE Semiconductor index climbed after South Korea&#39;s Samsung Electronics    turned in its best second-quarter profit since 2018, driven by strong sales of memory chips.</p><p>Almost all of the S&amp;P subsectors were higher, with the energy index    the best performer as oil and gas companies followed the rebound in crude prices from the previous day&#39;s 12-week low.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US STOCKS-S&P, Nasdaq Rise for Fourth Straight Day as Rate-hike Fears Ease</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS STOCKS-S&P, Nasdaq Rise for Fourth Straight Day as Rate-hike Fears Ease\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-07-08 07:03</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>* Weekly jobless claims unexpectedly rise</p><p>* Fed hinting at less aggressive rate hikes emboldens</p><p>* Samsung results boost chipmakers</p><p>Wall Street benchmarks ended up on Thursday, with the S&amp;P 500 and Nasdaq recording their fourth successive higher closes, as traders leaned in to U.S. equities after the Federal Reserve hinted interest rate hikes could be tempered if growth suffered.</p><p>U.S. stock markets have stabilized in July after a brutal selloff in the first half against the backdrop of a surge in inflation, the Ukraine conflict and the Fed&#39;s pivot away from easy-money policy.</p><p>The S&amp;P 500 index    has closed higher in each of the first four sessions so far this month, after recording its steepest first-half percentage drop since 1970. The benchmark has not had five successive gains so far in 2022.</p><p>Minutes from the central bank&#39;s June policy meeting, where the Fed raised interest rates by three-quarters of a percentage point, showed on Wednesday a firm restatement of its intent to get prices under control.</p><p>However, Fed officials acknowledged the risk of rate increases having a &#34;larger-than-anticipated&#34; impact on economic growth and judged that an increase of 50 or 75 basis points would likely be appropriate at the policy meeting in July.</p><p>The less hawkish tone was echoed in comments from Fed Governor Christopher Waller on Thursday. In calling fears of a U.S. recession overblown, he advocated for a 50 basis-point hike in September.</p><p>Such sentiment was taken as a cue by some to add positions, including in high-growth stocks, which had suffered in the first half of 2022 as investors fretted over their prospects in a rising interest rate environment: Tesla Inc    and Google parent Alphabet Inc    both advanced.</p><p>&#34;It&#39;s starting to feel like real money is starting to come back,&#34; said Louis Ricci, head trader at Emles Advisors.</p><p>&#34;There&#39;s no reason that the market cannot go down another 30%, but we think the risk is 30% to the downside but three to four times that to the upside.&#34;</p><p>Though investors widely expect the Fed to hike rates by another 75 basis points in July, expectations of peak terminal rate next year have come down significantly amid growing worries of a global economic slowdown.</p><p>Fed funds futures traders are pricing for the benchmark rate to peak at 3.44% in March. Expectations before the June meeting were that it would increase to around 4% by May. It is currently 1.58%.    .</p><p>Elsewhere, a report on Thursday showed the number of Americans filing new claims for unemployment benefits unexpectedly rose last week and demand for labor is slowing with layoffs surging to a 16-month high in June.</p><p>A closely watched employment report on Friday is expected to show nonfarm payrolls likely increased by 268,000 jobs last month after rising by 390,000 in May.</p><p>According to preliminary data, the S&amp;P 500 gained 56.29 points, or 1.46%, to end at 3,901.37 points, while the Nasdaq Composite    gained 254.97 points, or 2.24%, to 11,616.82. The Dow Jones Industrial Average rose 346.05 points, or 1.11%, to 31,383.73.</p><p>The Philadelphia SE Semiconductor index climbed after South Korea&#39;s Samsung Electronics    turned in its best second-quarter profit since 2018, driven by strong sales of memory chips.</p><p>Almost all of the S&amp;P subsectors were higher, with the energy index    the best performer as oil and gas companies followed the rebound in crude prices from the previous day&#39;s 12-week low.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF博时","BK4534":"瑞士信贷持仓","BK4514":"搜索引擎","BK4576":"AR","GOOGL":"谷歌A","BK4503":"景林资产持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","DDM":"2倍做多道指ETF-ProShares","SH":"做空标普500-Proshares","BK4566":"资本集团","QQQ":"纳指100ETF","UDOW":"三倍做多道指30ETF-ProShares","GOOG":"谷歌","SDOW":"三倍做空道指30ETF-ProShares","PSQ":"做空纳斯达克100指数ETF-ProShares",".SPX":"S&P 500 Index","BK4559":"巴菲特持仓","BK4504":"桥水持仓","BK4538":"云计算","SDS":"两倍做空标普500 ETF-ProShares","UPRO":"三倍做多标普500ETF-ProShares","BK4579":"人工智能","BK4550":"红杉资本持仓","QLD":"2倍做多纳斯达克100指数ETF-ProShares","SQQQ":"纳指三倍做空ETF","BK4507":"流媒体概念",".IXIC":"NASDAQ Composite","OEX":"标普100","OEF":"标普100指数ETF-iShares","BK4525":"远程办公概念","BK4561":"索罗斯持仓","DXD":"两倍做空道琼30指数ETF-ProShares","BK4573":"虚拟现实","SSO":"2倍做多标普500ETF-ProShares","TQQQ":"纳指三倍做多ETF","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","DOG":"道指ETF-ProShares做空","QID":"两倍做空纳斯达克指数ETF-ProShares","IVV":"标普500ETF-iShares","BK4527":"明星科技股","BK4581":"高盛持仓","BK4553":"喜马拉雅资本持仓","BK4077":"互动媒体与服务","DJX":"1/100道琼斯","SPY":"标普500ETF",".DJI":"道琼斯"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2249828426","content_text":"* Weekly jobless claims unexpectedly rise* Fed hinting at less aggressive rate hikes emboldens* Samsung results boost chipmakersWall Street benchmarks ended up on Thursday, with the S&P 500 and Nasdaq recording their fourth successive higher closes, as traders leaned in to U.S. equities after the Federal Reserve hinted interest rate hikes could be tempered if growth suffered.U.S. stock markets have stabilized in July after a brutal selloff in the first half against the backdrop of a surge in inflation, the Ukraine conflict and the Fed's pivot away from easy-money policy.The S&P 500 index    has closed higher in each of the first four sessions so far this month, after recording its steepest first-half percentage drop since 1970. The benchmark has not had five successive gains so far in 2022.Minutes from the central bank's June policy meeting, where the Fed raised interest rates by three-quarters of a percentage point, showed on Wednesday a firm restatement of its intent to get prices under control.However, Fed officials acknowledged the risk of rate increases having a \"larger-than-anticipated\" impact on economic growth and judged that an increase of 50 or 75 basis points would likely be appropriate at the policy meeting in July.The less hawkish tone was echoed in comments from Fed Governor Christopher Waller on Thursday. In calling fears of a U.S. recession overblown, he advocated for a 50 basis-point hike in September.Such sentiment was taken as a cue by some to add positions, including in high-growth stocks, which had suffered in the first half of 2022 as investors fretted over their prospects in a rising interest rate environment: Tesla Inc    and Google parent Alphabet Inc    both advanced.\"It's starting to feel like real money is starting to come back,\" said Louis Ricci, head trader at Emles Advisors.\"There's no reason that the market cannot go down another 30%, but we think the risk is 30% to the downside but three to four times that to the upside.\"Though investors widely expect the Fed to hike rates by another 75 basis points in July, expectations of peak terminal rate next year have come down significantly amid growing worries of a global economic slowdown.Fed funds futures traders are pricing for the benchmark rate to peak at 3.44% in March. Expectations before the June meeting were that it would increase to around 4% by May. It is currently 1.58%.    .Elsewhere, a report on Thursday showed the number of Americans filing new claims for unemployment benefits unexpectedly rose last week and demand for labor is slowing with layoffs surging to a 16-month high in June.A closely watched employment report on Friday is expected to show nonfarm payrolls likely increased by 268,000 jobs last month after rising by 390,000 in May.According to preliminary data, the S&P 500 gained 56.29 points, or 1.46%, to end at 3,901.37 points, while the Nasdaq Composite    gained 254.97 points, or 2.24%, to 11,616.82. The Dow Jones Industrial Average rose 346.05 points, or 1.11%, to 31,383.73.The Philadelphia SE Semiconductor index climbed after South Korea's Samsung Electronics    turned in its best second-quarter profit since 2018, driven by strong sales of memory chips.Almost all of the S&P subsectors were higher, with the energy index    the best performer as oil and gas companies followed the rebound in crude prices from the previous day's 12-week low.","news_type":1,"symbols_score_info":{"161125":0.6,"513500":0.6,"GOOG":0.9,".IXIC":0.9,"SDS":0.6,"SSO":0.6,"DOG":0.6,"SH":0.6,"QQQ":0.6,"OEX":0.6,"QID":0.6,"TQQQ":0.6,".SPX":0.9,"GOOGL":0.64,".DJI":0.9,"QLD":0.6,"IVV":0.6,"SDOW":0.6,"SPY":0.64,"ESmain":0.6,"UPRO":0.6,"DDM":0.6,"UDOW":0.6,"NQmain":0.6,"SQQQ":0.6,"DJX":0.6,"DXD":0.6,"PSQ":0.6,"OEF":0.6}},"isVote":1,"tweetType":1,"viewCount":1226,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9930019251,"gmtCreate":1661870532075,"gmtModify":1676536593884,"author":{"id":"4096851435955450","authorId":"4096851435955450","name":"pyongco","avatar":"https://static.tigerbbs.com/e8b824fbd1a44429043480287f6a1724","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4096851435955450","authorIdStr":"4096851435955450"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9930019251","repostId":"2263460679","repostType":4,"repost":{"id":"2263460679","kind":"highlight","pubTimestamp":1661872861,"share":"https://ttm.financial/m/news/2263460679?lang=en_US&edition=fundamental","pubTime":"2022-08-30 23:21","market":"us","language":"en","title":"3 Terrible Stocks to Avoid","url":"https://stock-news.laohu8.com/highlight/detail?id=2263460679","media":"Motley Fool","summary":"Big problems plague these beaten-down stocks.","content":"<div>\n<p>Investing is as much about avoiding costly mistakes as it is about finding winning stocks. In a market like this one, pummeled by sky-high inflation, interest rate concerns, and recession fears, ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/08/30/3-terrible-stocks-to-avoid/\">Source Link</a>\n\n</div>\n","source":"fool_stock","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>3 Terrible Stocks to Avoid</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\">\n3 Terrible Stocks to Avoid\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-30 23:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/08/30/3-terrible-stocks-to-avoid/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investing is as much about avoiding costly mistakes as it is about finding winning stocks. In a market like this one, pummeled by sky-high inflation, interest rate concerns, and recession fears, ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/08/30/3-terrible-stocks-to-avoid/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"COIN":"Coinbase Global, Inc.","BYND":"Beyond Meat, Inc.","PTON":"Peloton Interactive, Inc."},"source_url":"https://www.fool.com/investing/2022/08/30/3-terrible-stocks-to-avoid/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2263460679","content_text":"Investing is as much about avoiding costly mistakes as it is about finding winning stocks. In a market like this one, pummeled by sky-high inflation, interest rate concerns, and recession fears, staying away from stocks that are unlikely to produce decent returns in the long run is particularly important.There are bad stocks, and then there are Beyond Meat, Peloton, and Coinbase. All three companies are struggling with plunging demand, losing heaps of money, and dependent on fads or frenzies. It's best to keep your distance.Beyond MeatAs inflation puts pressure on consumers, fake meat products have been tossed out of the grocery cart. Overall sales of refrigerated plant-based meat products in the U.S. are contracting at a double-digit rate as people become unwilling to pay a hefty premium.Beyond Meat is gaining market share against a deluge of competition, but that doesn't matter much in a shrinking market. The company reported a 1.6% revenue decline in the second quarter, and that was the good news.Demand has tumbled by so much that Beyond Meat was forced to unload a bunch of its inventory through liquidation channels. Gross margin was negative in the second quarter thanks to this fake meat fire sale and the effect of the Beyond Meat Jerky launch, which has underperformed the company's expectations.Beyond Meat posted a net loss of $97.1 million on $147 million of revenue in the second quarter, and it slashed its revenue outlook for the full year. Layoffs will help bring down costs, but the company is likely to need to raise additional capital at some point. The balance sheet has $455 million in cash and $1.1 billion in debt -- that cash won't last long if business doesn't improve. Beyond Meat posted a free cash flow loss of $476 million through the first six months of the year.If fake meat turns out to be a fad, Beyond Meat is in major trouble. And even if the category has staying power, intense competition will make it difficult for Beyond Meat to earn enough in profit to justify its $1.6 billion market cap. Just as customers are staying away from Beyond Meat's products in the grocery store, investors should stay away from the stock.PelotonConnected fitness company Peloton is the quintessential example of what happens when a company mistakenly believes a temporary tailwind will become permanent. Demand for the company's expensive exercise bikes was intense during the worst of the pandemic, and Peloton scaled up under the assumption that it was the new normal. It was not.As people head back to gyms and workout classes, demand for Peloton's equipment has imploded. Sales of equipment plunged 55% year over year in the company's fiscal fourth quarter. Peloton has outsourced manufacturing, turned to selling on Amazon, laid off employees, and given customers a self-assembly option as it aims to cut costs and boost sales.Even more concerning is the subscription business. Peloton's bikes and treadmills require a pricey $44 monthly subscription to access video content and enable real-time performance tracking features. The company faced little churn during most of the pandemic, but that's starting to change. Churn nearly doubled in the fourth quarter, and members cut down on usage by more than 20% on average. All this points to a sizable chunk of the install base that may be considering cancellation.Under new CEO Barry McCarthy, Peloton has set an ambitious goal of someday reaching 100 million members. After a disastrous quarter that makes a strong argument that Peloton's popularity is fading, that target looks downright impossible. Fitness fads come and go, and it will take a herculean effort to save Peloton from suffering the same fate as so many other once-popular fitness brands. This is a turnaround story that likely doesn't have a happy ending.CoinbaseIt turns out it's easy to make money as a cryptocurrency exchange when cryptocurrency is in a bubble and FOMO has taken hold of millions. Once the bubble pops, it's a very different story.Coinbase has over 100 million verified users, and over $200 billion in transactions are processed on its platform each quarter. The problem is that trading volume is way down from its peak last year. Coinbase processed over $500 billion worth of trades in the fourth quarter of 2021.As trading volume has come down, so has revenue, since Coinbase makes most of its money from transaction fees on retail trades. Revenue plunged 61% year over year in the second quarter to $803 million, and net income swung to a $1.1 billion loss. Even adjusted EBITDA, which is a nonsense metric, turned negative.Coinbase is still valued at around $15 billion. The company is turning to subscription products as competition intensifies, and subscriptions and services now account for 18% of revenue. Unfortunately, that's mostly a reflection of plunging transaction revenue. Subscription and services revenue was down 30% in the second quarter from its peak in the fourth quarter of 2021.Is Coinbase a business that's still going to exist 20 years from now? I honestly have no idea. That's a good enough reason for me to avoid the stock.","news_type":1,"symbols_score_info":{"PTON":0.9,"COIN":0.9,"BYND":0.9}},"isVote":1,"tweetType":1,"viewCount":4483,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9904239926,"gmtCreate":1660050829568,"gmtModify":1703477331551,"author":{"id":"4096851435955450","authorId":"4096851435955450","name":"pyongco","avatar":"https://static.tigerbbs.com/e8b824fbd1a44429043480287f6a1724","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4096851435955450","authorIdStr":"4096851435955450"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9904239926","repostId":"1124255732","repostType":4,"repost":{"id":"1124255732","kind":"news","pubTimestamp":1660059125,"share":"https://ttm.financial/m/news/1124255732?lang=en_US&edition=fundamental","pubTime":"2022-08-09 23:32","market":"us","language":"en","title":"Nvidia: Execution Issues Surfacing Again With Its Downcast Q2 Guidance","url":"https://stock-news.laohu8.com/highlight/detail?id=1124255732","media":"Seeking Alpha","summary":"SummaryNvidia shocked the market as it posted its Q2 prelim release that came in well below its prev","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Nvidia shocked the market as it posted its Q2 prelim release that came in well below its previous guidance, particularly in gaming. Management has overstated its forecasting models tremendously.</li><li>We are disappointed that Nvidia didn&#39;t learn sufficiently from the previous downturn in 2018 with its overstated guidance. As a result, management has lost some credibility with us.</li><li>Broadcom warned in September 2021 that the current cycle was unsustainable. But, we have not observed such early warning in Nvidia&#39;s commentary. Therefore, execution is very poor.</li><li>We reiterate our Hold rating, as we believe NVDA could continue underperforming the market.</li></ul><p><b>Thesis</b></p><p>NVIDIA Corporation (NASDAQ:NVDA) stunned the market as it announced its Q2 preliminary results that came in well below its guidance and the Street&#39;s consensus. We highlighted in our previous article that NVIDIA could continue to underperform the market, even though we assessed that it was near its bottom.</p><p>While we expected NVDA to stage a short-term rally from its June lows, we didn&#39;t envisage NVDA to continue outperforming the market. Notably, NVDA has underperformed the Invesco QQQ ETF (QQQ) and the Technology ETF (XLK) over the past two months (even before yesterday&#39;s sell-off).</p><p>We maintain our conviction that the market has materially de-rated NVDA, despite its battering from its November 2021 highs. Management has failed to convince us when chips are down that Nvidia could overcome the market&#39;s cyclical nature with its so-called &#34;secular&#34; opportunities.</p><p>Coupled with potentially slowing revenue growth and its steep growth premium, we urge investors to find other well-beaten down opportunities in growth and tech stocks to add exposure. Notwithstanding, we expect semis to have bottomed out and do not expect much further downside in NVDA. As a result, we urge investors not to sell in panic.</p><p>Therefore, we reiterate our Hold rating on NVDA for now.</p><p><b>Nvidia Lost Credibility With Its Caution</b></p><p>We are shareholders of NVDA, which account for a reasonable weighting in our portfolio. Therefore, we consider the warning on its Q2 prelim release a massive disappointment but not unexpected.</p><p>We vividly remember Broadcom (AVGO)CEO Hock Tan cautioned about the current semi downturn in September 2021, demonstrating his prescience and credibility. We also highlighted his comments in our article last year, as he accentuated:</p><blockquote>And to answer your question point-blank, I do not see any specific drivers or reasons why the strength we see today is really nothing more than of an exaggerated up-cycle. We always go through a period of digestion. There&#39;s no way we can consume on all that forever. And that&#39;s what is called a cycle, particularly when we expect supply to come into play out of this - out of the current tightness, but dated back to 2020 to start coming in 2023. And the massive investment and CapEx will start deploying capacity in &#39;23 earliest. Then I see &#39;23 where we have supply. And I think digestion of demand might just start to occur. (Broadcom article)</blockquote><p><img src=\"https://static.tigerbbs.com/66ac20e2b8ed62af8f2aeaa78f94ad5e\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/></p><p>Nvidia gaming and data center revenue change %(Company filings)</p><p>Nvidia warned in its preliminary release for FQ2&#39;23that it expects to post revenue of $6.7B, up by just 3% YoY, down significantly from its previous outlook of $8.1B (up 24.4%).</p><p>The main culprit is gaming, as Nvidia highlighted that it expects gaming to post a decline of 33.4%, as seen above, even though data center growth remains robust. However, Nvidia&#39;s gaming growth has already trended down consistently from its peak growth in FQ1&#39;22, as gaming started to lap challenging comps, complicated by the post-pandemic reopening.</p><p>Furthermore, the destruction in crypto mining added to the headwinds in gaming cards ASPs, creating further challenges for Nvidia as it prepares to launch its RTX 40-series Ada Lovelace graphics.</p><p>But, Nvidia has consistently maintained its &#34;strong&#34; belief in its gaming segment, often accentuating its strength and consistency. CEO Jensen Huang highlighted in a June conference that he expects gaming to continue posting robust growth cadence. He articulated:</p><blockquote>China is a significant market. Russia is a meaningful market for our gaming business. However, gaming remains solid even in the face of China and Russia. Q1 sell-through grew year-over-year over last year, which was a really fantastic year. And so gaming sell-through remains solid. (BofA 2022 Global Technology Conference)</blockquote><p>But, consider what Huang emphasized two months later in Nvidia&#39;s prelim release. He said:</p><blockquote>Our gaming product sell-through projections declined significantly as the quarter progressed. As we expect the macroeconomic conditions affecting sell-through to continue, we took action with our Gaming partners to adjust channel prices and inventory. - Nvidia</blockquote><p>Therefore, we believe Huang &amp; team has lost some credibility with us. Moreover, it shows that the company overstated its forecasting models, resulting in weak execution. Given Nvidia&#39;s experience navigating the previous crypto downturn in 2018, we are highly disappointed with how management has managed its guidance heading into its Q2 prelim release.</p><p><img src=\"https://static.tigerbbs.com/8cf57b7e1fc91128408275fb9e5712e2\" tg-width=\"640\" tg-height=\"393\" referrerpolicy=\"no-referrer\"/></p><p>Nvidia pro viz and automotive revenue change %(Company filings)</p><p>Nvidia&#39;s pro visualization segment&#39;s growth has also slowed down markedly, reflecting the weakness in its gaming segment. Therefore, the euphoria over the Omniverse opportunity has yet to gain significant traction. As a result, we urge investors to pay attention to its data center growth cadence moving forward, as it&#39;s critical to underpin NVDA&#39;s expensive valuation.</p><p>Automotive is the bright spot after tepid growth over the past four quarters. However, QUALCOMM (QCOM) remains confident that it&#39;s the leading player with its digital chassis, given the size of its design pipeline and growth momentum. Therefore, we urge Nvidia investors to pay close attention to Qualcomm&#39;s performance and not simply buy into Nvidia&#39;s commentary on its auto momentum.</p><p>Qualcomm highlighted in a May conference that its digital chassis competes with Mobileye (INTC) directly, suggesting two of them are leading the pack, without mentioning Nvidia. Management also accentuated in its recent Q3 earnings that it has garnered more than $19B in its auto design pipeline, and delivered auto revenue of $350M, up 38% YoY. Furthermore, the company emphasized that its open platform helps spur adoption by auto OEMs. Therefore, Nvidia investors need to assess the competition from Qualcomm carefully.</p><p><b>Is NVDA Stock A Buy, Sell, Or Hold?</b></p><p>We are confident that NVDA has likely staged its medium-term bottom in June, in line with its semi peers.</p><p>But, growth and tech investors are spoilt for choice, given the tech bear market. Being at a bottom doesn&#39;t necessarily mean that investors should jump on the opportunity to add NVDA, as we believe it could still underperform the market.</p><p>Therefore, <i>we reiterate our Hold rating on NVDA</i> and urge investors to look elsewhere.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia: Execution Issues Surfacing Again With Its Downcast Q2 Guidance</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia: Execution Issues Surfacing Again With Its Downcast Q2 Guidance\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-09 23:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4531838-nvidia-execution-issues-surfacing-with-downcast-q2-guidance?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Aportfolio%7Csection_asset%3Aheadlines%7Cline%3A2><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryNvidia shocked the market as it posted its Q2 prelim release that came in well below its previous guidance, particularly in gaming. Management has overstated its forecasting models tremendously...</p>\n\n<a href=\"https://seekingalpha.com/article/4531838-nvidia-execution-issues-surfacing-with-downcast-q2-guidance?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Aportfolio%7Csection_asset%3Aheadlines%7Cline%3A2\">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://seekingalpha.com/article/4531838-nvidia-execution-issues-surfacing-with-downcast-q2-guidance?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Aportfolio%7Csection_asset%3Aheadlines%7Cline%3A2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124255732","content_text":"SummaryNvidia shocked the market as it posted its Q2 prelim release that came in well below its previous guidance, particularly in gaming. Management has overstated its forecasting models tremendously.We are disappointed that Nvidia didn't learn sufficiently from the previous downturn in 2018 with its overstated guidance. As a result, management has lost some credibility with us.Broadcom warned in September 2021 that the current cycle was unsustainable. But, we have not observed such early warning in Nvidia's commentary. Therefore, execution is very poor.We reiterate our Hold rating, as we believe NVDA could continue underperforming the market.ThesisNVIDIA Corporation (NASDAQ:NVDA) stunned the market as it announced its Q2 preliminary results that came in well below its guidance and the Street's consensus. We highlighted in our previous article that NVIDIA could continue to underperform the market, even though we assessed that it was near its bottom.While we expected NVDA to stage a short-term rally from its June lows, we didn't envisage NVDA to continue outperforming the market. Notably, NVDA has underperformed the Invesco QQQ ETF (QQQ) and the Technology ETF (XLK) over the past two months (even before yesterday's sell-off).We maintain our conviction that the market has materially de-rated NVDA, despite its battering from its November 2021 highs. Management has failed to convince us when chips are down that Nvidia could overcome the market's cyclical nature with its so-called \"secular\" opportunities.Coupled with potentially slowing revenue growth and its steep growth premium, we urge investors to find other well-beaten down opportunities in growth and tech stocks to add exposure. Notwithstanding, we expect semis to have bottomed out and do not expect much further downside in NVDA. As a result, we urge investors not to sell in panic.Therefore, we reiterate our Hold rating on NVDA for now.Nvidia Lost Credibility With Its CautionWe are shareholders of NVDA, which account for a reasonable weighting in our portfolio. Therefore, we consider the warning on its Q2 prelim release a massive disappointment but not unexpected.We vividly remember Broadcom (AVGO)CEO Hock Tan cautioned about the current semi downturn in September 2021, demonstrating his prescience and credibility. We also highlighted his comments in our article last year, as he accentuated:And to answer your question point-blank, I do not see any specific drivers or reasons why the strength we see today is really nothing more than of an exaggerated up-cycle. We always go through a period of digestion. There's no way we can consume on all that forever. And that's what is called a cycle, particularly when we expect supply to come into play out of this - out of the current tightness, but dated back to 2020 to start coming in 2023. And the massive investment and CapEx will start deploying capacity in '23 earliest. Then I see '23 where we have supply. And I think digestion of demand might just start to occur. (Broadcom article)Nvidia gaming and data center revenue change %(Company filings)Nvidia warned in its preliminary release for FQ2'23that it expects to post revenue of $6.7B, up by just 3% YoY, down significantly from its previous outlook of $8.1B (up 24.4%).The main culprit is gaming, as Nvidia highlighted that it expects gaming to post a decline of 33.4%, as seen above, even though data center growth remains robust. However, Nvidia's gaming growth has already trended down consistently from its peak growth in FQ1'22, as gaming started to lap challenging comps, complicated by the post-pandemic reopening.Furthermore, the destruction in crypto mining added to the headwinds in gaming cards ASPs, creating further challenges for Nvidia as it prepares to launch its RTX 40-series Ada Lovelace graphics.But, Nvidia has consistently maintained its \"strong\" belief in its gaming segment, often accentuating its strength and consistency. CEO Jensen Huang highlighted in a June conference that he expects gaming to continue posting robust growth cadence. He articulated:China is a significant market. Russia is a meaningful market for our gaming business. However, gaming remains solid even in the face of China and Russia. Q1 sell-through grew year-over-year over last year, which was a really fantastic year. And so gaming sell-through remains solid. (BofA 2022 Global Technology Conference)But, consider what Huang emphasized two months later in Nvidia's prelim release. He said:Our gaming product sell-through projections declined significantly as the quarter progressed. As we expect the macroeconomic conditions affecting sell-through to continue, we took action with our Gaming partners to adjust channel prices and inventory. - NvidiaTherefore, we believe Huang & team has lost some credibility with us. Moreover, it shows that the company overstated its forecasting models, resulting in weak execution. Given Nvidia's experience navigating the previous crypto downturn in 2018, we are highly disappointed with how management has managed its guidance heading into its Q2 prelim release.Nvidia pro viz and automotive revenue change %(Company filings)Nvidia's pro visualization segment's growth has also slowed down markedly, reflecting the weakness in its gaming segment. Therefore, the euphoria over the Omniverse opportunity has yet to gain significant traction. As a result, we urge investors to pay attention to its data center growth cadence moving forward, as it's critical to underpin NVDA's expensive valuation.Automotive is the bright spot after tepid growth over the past four quarters. However, QUALCOMM (QCOM) remains confident that it's the leading player with its digital chassis, given the size of its design pipeline and growth momentum. Therefore, we urge Nvidia investors to pay close attention to Qualcomm's performance and not simply buy into Nvidia's commentary on its auto momentum.Qualcomm highlighted in a May conference that its digital chassis competes with Mobileye (INTC) directly, suggesting two of them are leading the pack, without mentioning Nvidia. Management also accentuated in its recent Q3 earnings that it has garnered more than $19B in its auto design pipeline, and delivered auto revenue of $350M, up 38% YoY. Furthermore, the company emphasized that its open platform helps spur adoption by auto OEMs. Therefore, Nvidia investors need to assess the competition from Qualcomm carefully.Is NVDA Stock A Buy, Sell, Or Hold?We are confident that NVDA has likely staged its medium-term bottom in June, in line with its semi peers.But, growth and tech investors are spoilt for choice, given the tech bear market. Being at a bottom doesn't necessarily mean that investors should jump on the opportunity to add NVDA, as we believe it could still underperform the market.Therefore, we reiterate our Hold rating on NVDA and urge investors to look elsewhere.","news_type":1,"symbols_score_info":{"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":3561,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9047596779,"gmtCreate":1656939689891,"gmtModify":1676535918704,"author":{"id":"4096851435955450","authorId":"4096851435955450","name":"pyongco","avatar":"https://static.tigerbbs.com/e8b824fbd1a44429043480287f6a1724","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4096851435955450","authorIdStr":"4096851435955450"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9047596779","repostId":"1197506915","repostType":4,"repost":{"id":"1197506915","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1656924111,"share":"https://ttm.financial/m/news/1197506915?lang=en_US&edition=fundamental","pubTime":"2022-07-04 16:41","market":"us","language":"en","title":"Tiger Chart | 8 Major Investment Banks' Forecast of Fed’s Rate Hikes, Inflation and Recession in H2 2022","url":"https://stock-news.laohu8.com/highlight/detail?id=1197506915","media":"Tiger Newspress","summary":"Fed’s rate hikes, inflation pressure and recession were the key issues in H1 2022. What do investmen","content":"<html><head></head><body><p>Fed’s rate hikes, inflation pressure and recession were the key issues in H1 2022. What do investment banks think of these issues in H2 2022? Citi felt optimistic while JPMorgan and others were pessimistic.</p><p><img src=\"https://static.tigerbbs.com/0cce56794f9fe1db3b4907305c5a2c62\" tg-width=\"750\" tg-height=\"3096\" referrerpolicy=\"no-referrer\"/></p><p><b>Morgan Stanley: Global GDP Growth Will Be 2.9% in 2022—Less Than Half That of 2021</b></p><p>Morgan Stanley Chief Global Economist Seth Carpenter thinks we are in the most chaotic, hard-to-predict macroeconomic time in decades.</p><p>Global economic activity is slowing sharply—so much so that Carpenter and his team have revised their global gross domestic product forecasts down 170 basis points over the last three months—and the risks of further slowing are front and center.</p><p>Nevertheless, the team believes that the global economy will manage to avoid a true recession in 2022. Under their base case—what they consider the most probable—global GDP growth will be 2.9% in 2022—less than half that of 2021, when massive fiscal stimulus, accommodative monetary policy and COVID-19 business rebounds buoyed growth 6.2%.</p><p>For now, he says, the biggest risks—namely, a European embargo on imports of oil from Russia and persistent Covid lockdowns in China—are not likely to occur in tandem. The alignment of those unlucky stars is possible, hence the rising risk, but it is not something we would count on.</p><p><b>Citi:</b> <b>Global Equities and Bonds May Make Modest Gains for the Rest of 2022</b></p><p>The boom conditions of 2021 are over, but this does not mean a recession will be forthcoming. Amid economic uncertainty, positive actions for portfolios are recommended.</p><p>Following a the COVID economic collapse and boom, we now face economic uncertainties amid geopolitical tensions, rising inflation and slowing growth.</p><p>If the US Federal Reserve ceases tightening in time, we believe economic expansion can be sustained, forestalling a recession.</p><p>Despite heavy declines in some technology equities, contracting capital expenditure on technology seems improbable, unlike in the early 2000s.</p><p>It is time to build resilient portfolios, with a focus on high-quality investments across asset classes.</p><p><b>Goldman Sachs:</b> <b>It Sees 30% Chance of U.S. Recession Next Year</b></p><p>It forecasts a 30% chance of the U.S. economy tipping into recession over the next year, up from 15% earlier, following record-high inflation and a weak macroeconomic backdrop due to the Ukraine conflict.</p><p>&#34;We are increasingly concerned that the Fed leadership has set a high and inflation-specific bar for slowing the pace of tightening,&#34; Goldman said.</p><p>It forecasts a 48% cumulative probability of a recession over the next two years compared to its prior forecast of 35%.</p><p>&#34;Our best guess is that a recession caused by moderate overtightening would be shallow, though we could imagine it dragging on for a little longer than it would with more policy support,&#34; economists at Goldman added.</p><p><b>BofA: U.S. Economy Has 40% Chance of Being in Recession Next Year</b></p><p>BofA Securities economists see roughly a 40% chance of a U.S. recession next year, with inflation remaining persistently high.</p><p>They expect U.S. Gross Domestic Product growth to slow to almost zero by the second half of next year as the lagged impact of tighter financial conditions cools the economy, while they see just a modest rebound in growth in 2024.</p><p>&#34;Our worst fears around the Fed have been confirmed: they fell way behind the curve and are now playing a dangerous game of catch up&#34;They wrote, adding that the firm expects the Fed to hike interest rates to above 4%.</p><p>They now expect global economic growth of 3.2%. They said they had forecast 4.3% global growth going into 2022, and see further risks to 2022 growth if strict lockdowns continue in China, and to 2023 growth if the U.S. economy slips into recession.</p><p>The spike in energy prices amid the Russia-Ukraine war &#34;has already sent inflation soaring across the world, which in turn has forced central banks into a more hawkish stance,&#34; the economists wrote.</p><p><b>Deutsche Bank: We Have 50% Likelihood of a Recession Globally</b></p><p>Deutsche Bank AG’s chief executive officer warned the global economy may be headed for a recession as central banks step up efforts to curb inflation, joining a growing chorus of executives and policy makers who are painting a pessimistic picture.</p><p>He said the global economy is buckling under multiple strains, from supply-chain issues in China to rising food prices, particularly in the poorest countries. While the bank had predicted for some time that interest rates would rise to curb price increases, the pace at which central banks are now expected to tighten surprised him.</p><p>“At least I would say we have 50% likelihood of a recession globally,” the Deutsche Bank CEO said in an interview. In the US and Europe, “the likelihood of a recession coming in the second half of 2023, while at the same time the interest rates go up, is obviously up versus the forecasts we had before the war broke out” in Ukraine.</p><p><b>JPMorgan: It Cut US Economic Growth Forecasts Perilously Close to Recession</b></p><p>It reduced its estimate for annualized gross domestic product growth to 1% for the second quarter, down from 2.5% previously. This quarter is also seen at 1%, down from 2%. Growth will tick up to 1.5% in the final three months of the year, helped by stronger car production and lower inflation, the bank’s economists said.</p><p>“Our forecast comes perilously close to a recession,” Michael Feroli, JPMorgan’s chief US economist, wrote in a note. “However, we continue to look for the economy to expand, in part because we think employers may be reluctant to shed workers, even in a period of soft product demand.”</p><p><b>Wells Fargo’s 2022 Midyear Outlook: Faster, Further, and Fragile</b></p><p>It anticipates that while the economic cycle runs faster and the interest rate increases run further, the economy and capital markets will remain fragile.</p><p>It believes the U.S. economy is signaling a mild recession for the end of 2022 and into early 2023. If inflation and monetary tightening ease in 2023, as it anticipates, a nascent economic recovery that markets may project into 2024 is expected.</p><p>The report examines and identifies where it may pay investors to take risks — and what investment opportunities may arise — as they navigate these challenging times.</p><p>“Thus far, 2022 has been trying for investors, with negative year to date returns for both equities and bonds,” said Darrell Cronk, chief investment officer for Wealth &amp; Investment Management.</p><p>“As we look into the second half of the year, important risks remain. It views risk not strictly as an unknown but as something to measure, and as part of a disciplined decision process to manage within a portfolio.”</p><p><b>UBS: The Odds of a Hard Landing for the U.S. Economy Are Rising</b></p><p>UBS economists, led by Jonathan Pingle, said in a note that “the risk of a hard landing is rising”.</p><p>“Recession risks are rising. Growth is slowing sharply. Pandemic policy support is being removed rapidly. Prices are eroding real income. The economy looks increasingly vulnerable to any new negative shock,” they wrote.</p><p>UBS still believes a “soft landing” is the most likely outcome for the U.S. economy, but the investment bank’s economists now see a 40% chance of an outright recession over the next 12 months, up from just 2.5% a month ago.</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>Tiger Chart | 8 Major Investment Banks' Forecast of Fed’s Rate Hikes, Inflation and Recession in H2 2022</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\">\nTiger Chart | 8 Major Investment Banks' Forecast of Fed’s Rate Hikes, Inflation and Recession in H2 2022\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-07-04 16:41</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Fed’s rate hikes, inflation pressure and recession were the key issues in H1 2022. What do investment banks think of these issues in H2 2022? Citi felt optimistic while JPMorgan and others were pessimistic.</p><p><img src=\"https://static.tigerbbs.com/0cce56794f9fe1db3b4907305c5a2c62\" tg-width=\"750\" tg-height=\"3096\" referrerpolicy=\"no-referrer\"/></p><p><b>Morgan Stanley: Global GDP Growth Will Be 2.9% in 2022—Less Than Half That of 2021</b></p><p>Morgan Stanley Chief Global Economist Seth Carpenter thinks we are in the most chaotic, hard-to-predict macroeconomic time in decades.</p><p>Global economic activity is slowing sharply—so much so that Carpenter and his team have revised their global gross domestic product forecasts down 170 basis points over the last three months—and the risks of further slowing are front and center.</p><p>Nevertheless, the team believes that the global economy will manage to avoid a true recession in 2022. Under their base case—what they consider the most probable—global GDP growth will be 2.9% in 2022—less than half that of 2021, when massive fiscal stimulus, accommodative monetary policy and COVID-19 business rebounds buoyed growth 6.2%.</p><p>For now, he says, the biggest risks—namely, a European embargo on imports of oil from Russia and persistent Covid lockdowns in China—are not likely to occur in tandem. The alignment of those unlucky stars is possible, hence the rising risk, but it is not something we would count on.</p><p><b>Citi:</b> <b>Global Equities and Bonds May Make Modest Gains for the Rest of 2022</b></p><p>The boom conditions of 2021 are over, but this does not mean a recession will be forthcoming. Amid economic uncertainty, positive actions for portfolios are recommended.</p><p>Following a the COVID economic collapse and boom, we now face economic uncertainties amid geopolitical tensions, rising inflation and slowing growth.</p><p>If the US Federal Reserve ceases tightening in time, we believe economic expansion can be sustained, forestalling a recession.</p><p>Despite heavy declines in some technology equities, contracting capital expenditure on technology seems improbable, unlike in the early 2000s.</p><p>It is time to build resilient portfolios, with a focus on high-quality investments across asset classes.</p><p><b>Goldman Sachs:</b> <b>It Sees 30% Chance of U.S. Recession Next Year</b></p><p>It forecasts a 30% chance of the U.S. economy tipping into recession over the next year, up from 15% earlier, following record-high inflation and a weak macroeconomic backdrop due to the Ukraine conflict.</p><p>&#34;We are increasingly concerned that the Fed leadership has set a high and inflation-specific bar for slowing the pace of tightening,&#34; Goldman said.</p><p>It forecasts a 48% cumulative probability of a recession over the next two years compared to its prior forecast of 35%.</p><p>&#34;Our best guess is that a recession caused by moderate overtightening would be shallow, though we could imagine it dragging on for a little longer than it would with more policy support,&#34; economists at Goldman added.</p><p><b>BofA: U.S. Economy Has 40% Chance of Being in Recession Next Year</b></p><p>BofA Securities economists see roughly a 40% chance of a U.S. recession next year, with inflation remaining persistently high.</p><p>They expect U.S. Gross Domestic Product growth to slow to almost zero by the second half of next year as the lagged impact of tighter financial conditions cools the economy, while they see just a modest rebound in growth in 2024.</p><p>&#34;Our worst fears around the Fed have been confirmed: they fell way behind the curve and are now playing a dangerous game of catch up&#34;They wrote, adding that the firm expects the Fed to hike interest rates to above 4%.</p><p>They now expect global economic growth of 3.2%. They said they had forecast 4.3% global growth going into 2022, and see further risks to 2022 growth if strict lockdowns continue in China, and to 2023 growth if the U.S. economy slips into recession.</p><p>The spike in energy prices amid the Russia-Ukraine war &#34;has already sent inflation soaring across the world, which in turn has forced central banks into a more hawkish stance,&#34; the economists wrote.</p><p><b>Deutsche Bank: We Have 50% Likelihood of a Recession Globally</b></p><p>Deutsche Bank AG’s chief executive officer warned the global economy may be headed for a recession as central banks step up efforts to curb inflation, joining a growing chorus of executives and policy makers who are painting a pessimistic picture.</p><p>He said the global economy is buckling under multiple strains, from supply-chain issues in China to rising food prices, particularly in the poorest countries. While the bank had predicted for some time that interest rates would rise to curb price increases, the pace at which central banks are now expected to tighten surprised him.</p><p>“At least I would say we have 50% likelihood of a recession globally,” the Deutsche Bank CEO said in an interview. In the US and Europe, “the likelihood of a recession coming in the second half of 2023, while at the same time the interest rates go up, is obviously up versus the forecasts we had before the war broke out” in Ukraine.</p><p><b>JPMorgan: It Cut US Economic Growth Forecasts Perilously Close to Recession</b></p><p>It reduced its estimate for annualized gross domestic product growth to 1% for the second quarter, down from 2.5% previously. This quarter is also seen at 1%, down from 2%. Growth will tick up to 1.5% in the final three months of the year, helped by stronger car production and lower inflation, the bank’s economists said.</p><p>“Our forecast comes perilously close to a recession,” Michael Feroli, JPMorgan’s chief US economist, wrote in a note. “However, we continue to look for the economy to expand, in part because we think employers may be reluctant to shed workers, even in a period of soft product demand.”</p><p><b>Wells Fargo’s 2022 Midyear Outlook: Faster, Further, and Fragile</b></p><p>It anticipates that while the economic cycle runs faster and the interest rate increases run further, the economy and capital markets will remain fragile.</p><p>It believes the U.S. economy is signaling a mild recession for the end of 2022 and into early 2023. If inflation and monetary tightening ease in 2023, as it anticipates, a nascent economic recovery that markets may project into 2024 is expected.</p><p>The report examines and identifies where it may pay investors to take risks — and what investment opportunities may arise — as they navigate these challenging times.</p><p>“Thus far, 2022 has been trying for investors, with negative year to date returns for both equities and bonds,” said Darrell Cronk, chief investment officer for Wealth &amp; Investment Management.</p><p>“As we look into the second half of the year, important risks remain. It views risk not strictly as an unknown but as something to measure, and as part of a disciplined decision process to manage within a portfolio.”</p><p><b>UBS: The Odds of a Hard Landing for the U.S. Economy Are Rising</b></p><p>UBS economists, led by Jonathan Pingle, said in a note that “the risk of a hard landing is rising”.</p><p>“Recession risks are rising. Growth is slowing sharply. Pandemic policy support is being removed rapidly. Prices are eroding real income. The economy looks increasingly vulnerable to any new negative shock,” they wrote.</p><p>UBS still believes a “soft landing” is the most likely outcome for the U.S. economy, but the investment bank’s economists now see a 40% chance of an outright recession over the next 12 months, up from just 2.5% a month ago.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"JPM":"摩根大通","WFC":"富国银行","UBS":"瑞银","C":"花旗","GS":"高盛","MS":"摩根士丹利","DB":"德意志银行","BAC":"美国银行"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1197506915","content_text":"Fed’s rate hikes, inflation pressure and recession were the key issues in H1 2022. What do investment banks think of these issues in H2 2022? Citi felt optimistic while JPMorgan and others were pessimistic.Morgan Stanley: Global GDP Growth Will Be 2.9% in 2022—Less Than Half That of 2021Morgan Stanley Chief Global Economist Seth Carpenter thinks we are in the most chaotic, hard-to-predict macroeconomic time in decades.Global economic activity is slowing sharply—so much so that Carpenter and his team have revised their global gross domestic product forecasts down 170 basis points over the last three months—and the risks of further slowing are front and center.Nevertheless, the team believes that the global economy will manage to avoid a true recession in 2022. Under their base case—what they consider the most probable—global GDP growth will be 2.9% in 2022—less than half that of 2021, when massive fiscal stimulus, accommodative monetary policy and COVID-19 business rebounds buoyed growth 6.2%.For now, he says, the biggest risks—namely, a European embargo on imports of oil from Russia and persistent Covid lockdowns in China—are not likely to occur in tandem. The alignment of those unlucky stars is possible, hence the rising risk, but it is not something we would count on.Citi: Global Equities and Bonds May Make Modest Gains for the Rest of 2022The boom conditions of 2021 are over, but this does not mean a recession will be forthcoming. Amid economic uncertainty, positive actions for portfolios are recommended.Following a the COVID economic collapse and boom, we now face economic uncertainties amid geopolitical tensions, rising inflation and slowing growth.If the US Federal Reserve ceases tightening in time, we believe economic expansion can be sustained, forestalling a recession.Despite heavy declines in some technology equities, contracting capital expenditure on technology seems improbable, unlike in the early 2000s.It is time to build resilient portfolios, with a focus on high-quality investments across asset classes.Goldman Sachs: It Sees 30% Chance of U.S. Recession Next YearIt forecasts a 30% chance of the U.S. economy tipping into recession over the next year, up from 15% earlier, following record-high inflation and a weak macroeconomic backdrop due to the Ukraine conflict.\"We are increasingly concerned that the Fed leadership has set a high and inflation-specific bar for slowing the pace of tightening,\" Goldman said.It forecasts a 48% cumulative probability of a recession over the next two years compared to its prior forecast of 35%.\"Our best guess is that a recession caused by moderate overtightening would be shallow, though we could imagine it dragging on for a little longer than it would with more policy support,\" economists at Goldman added.BofA: U.S. Economy Has 40% Chance of Being in Recession Next YearBofA Securities economists see roughly a 40% chance of a U.S. recession next year, with inflation remaining persistently high.They expect U.S. Gross Domestic Product growth to slow to almost zero by the second half of next year as the lagged impact of tighter financial conditions cools the economy, while they see just a modest rebound in growth in 2024.\"Our worst fears around the Fed have been confirmed: they fell way behind the curve and are now playing a dangerous game of catch up\"They wrote, adding that the firm expects the Fed to hike interest rates to above 4%.They now expect global economic growth of 3.2%. They said they had forecast 4.3% global growth going into 2022, and see further risks to 2022 growth if strict lockdowns continue in China, and to 2023 growth if the U.S. economy slips into recession.The spike in energy prices amid the Russia-Ukraine war \"has already sent inflation soaring across the world, which in turn has forced central banks into a more hawkish stance,\" the economists wrote.Deutsche Bank: We Have 50% Likelihood of a Recession GloballyDeutsche Bank AG’s chief executive officer warned the global economy may be headed for a recession as central banks step up efforts to curb inflation, joining a growing chorus of executives and policy makers who are painting a pessimistic picture.He said the global economy is buckling under multiple strains, from supply-chain issues in China to rising food prices, particularly in the poorest countries. While the bank had predicted for some time that interest rates would rise to curb price increases, the pace at which central banks are now expected to tighten surprised him.“At least I would say we have 50% likelihood of a recession globally,” the Deutsche Bank CEO said in an interview. In the US and Europe, “the likelihood of a recession coming in the second half of 2023, while at the same time the interest rates go up, is obviously up versus the forecasts we had before the war broke out” in Ukraine.JPMorgan: It Cut US Economic Growth Forecasts Perilously Close to RecessionIt reduced its estimate for annualized gross domestic product growth to 1% for the second quarter, down from 2.5% previously. This quarter is also seen at 1%, down from 2%. Growth will tick up to 1.5% in the final three months of the year, helped by stronger car production and lower inflation, the bank’s economists said.“Our forecast comes perilously close to a recession,” Michael Feroli, JPMorgan’s chief US economist, wrote in a note. “However, we continue to look for the economy to expand, in part because we think employers may be reluctant to shed workers, even in a period of soft product demand.”Wells Fargo’s 2022 Midyear Outlook: Faster, Further, and FragileIt anticipates that while the economic cycle runs faster and the interest rate increases run further, the economy and capital markets will remain fragile.It believes the U.S. economy is signaling a mild recession for the end of 2022 and into early 2023. If inflation and monetary tightening ease in 2023, as it anticipates, a nascent economic recovery that markets may project into 2024 is expected.The report examines and identifies where it may pay investors to take risks — and what investment opportunities may arise — as they navigate these challenging times.“Thus far, 2022 has been trying for investors, with negative year to date returns for both equities and bonds,” said Darrell Cronk, chief investment officer for Wealth & Investment Management.“As we look into the second half of the year, important risks remain. It views risk not strictly as an unknown but as something to measure, and as part of a disciplined decision process to manage within a portfolio.”UBS: The Odds of a Hard Landing for the U.S. Economy Are RisingUBS economists, led by Jonathan Pingle, said in a note that “the risk of a hard landing is rising”.“Recession risks are rising. Growth is slowing sharply. Pandemic policy support is being removed rapidly. Prices are eroding real income. The economy looks increasingly vulnerable to any new negative shock,” they wrote.UBS still believes a “soft landing” is the most likely outcome for the U.S. economy, but the investment bank’s economists now see a 40% chance of an outright recession over the next 12 months, up from just 2.5% a month ago.","news_type":1,"symbols_score_info":{"GS":0.9,"BAC":0.9,"C":0.9,"UBS":0.9,"MS":0.9,"JPM":0.9,"WFC":0.9,"DB":0.9}},"isVote":1,"tweetType":1,"viewCount":1123,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9021944841,"gmtCreate":1653003122483,"gmtModify":1676535204038,"author":{"id":"4096851435955450","authorId":"4096851435955450","name":"pyongco","avatar":"https://static.tigerbbs.com/e8b824fbd1a44429043480287f6a1724","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4096851435955450","authorIdStr":"4096851435955450"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/GTLB\">$GitLab, Inc.(GTLB)$</a>so dead... hang","listText":"<a href=\"https://ttm.financial/S/GTLB\">$GitLab, Inc.(GTLB)$</a>so dead... hang","text":"$GitLab, Inc.(GTLB)$so dead... hang","images":[{"img":"https://community-static.tradeup.com/news/d9a31cc56aa89798a8c8491227546e40","width":"828","height":"1632"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9021944841","isVote":1,"tweetType":1,"viewCount":807,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9086781914,"gmtCreate":1650497806767,"gmtModify":1676534736903,"author":{"id":"4096851435955450","authorId":"4096851435955450","name":"pyongco","avatar":"https://static.tigerbbs.com/e8b824fbd1a44429043480287f6a1724","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4096851435955450","authorIdStr":"4096851435955450"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/GTLB\">$GitLab, Inc.(GTLB)$</a>will it go back up??? holding","listText":"<a href=\"https://ttm.financial/S/GTLB\">$GitLab, Inc.(GTLB)$</a>will it go back up??? holding","text":"$GitLab, Inc.(GTLB)$will it go back up??? holding","images":[{"img":"https://community-static.tradeup.com/news/6907bc48471e391ac9bdad09eacda413","width":"828","height":"1632"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9086781914","isVote":1,"tweetType":1,"viewCount":699,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4091745715358870","authorId":"4091745715358870","name":"SanBarbara","avatar":"https://community-static.tradeup.com/news/3ae2c291b44b159c3d184d53d7831724","crmLevel":11,"crmLevelSwitch":0,"idStr":"4091745715358870","authorIdStr":"4091745715358870"},"content":"I’m holding too…. [Bless][Bless][Bless]","text":"I’m holding too…. [Bless][Bless][Bless]","html":"I’m holding too…. [Bless][Bless][Bless]"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9014975041,"gmtCreate":1649597803254,"gmtModify":1676534535747,"author":{"id":"4096851435955450","authorId":"4096851435955450","name":"pyongco","avatar":"https://static.tigerbbs.com/e8b824fbd1a44429043480287f6a1724","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4096851435955450","authorIdStr":"4096851435955450"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/QC7.SI\">$Q &amp; M DENTAL GROUP (S) LIMITED(QC7.SI)$</a>time to buy? or still wait?!","listText":"<a href=\"https://ttm.financial/S/QC7.SI\">$Q &amp; M DENTAL GROUP (S) LIMITED(QC7.SI)$</a>time to buy? or still wait?!","text":"$Q & M DENTAL GROUP (S) LIMITED(QC7.SI)$time to buy? or still wait?!","images":[{"img":"https://community-static.tradeup.com/news/005f4277c79250aa72fdf75ee228d6ba","width":"750","height":"1516"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9014975041","isVote":1,"tweetType":1,"viewCount":661,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9932121275,"gmtCreate":1662901442197,"gmtModify":1676537159972,"author":{"id":"4096851435955450","authorId":"4096851435955450","name":"pyongco","avatar":"https://static.tigerbbs.com/e8b824fbd1a44429043480287f6a1724","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4096851435955450","authorIdStr":"4096851435955450"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9932121275","repostId":"2266817381","repostType":4,"repost":{"id":"2266817381","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":1662861434,"share":"https://ttm.financial/m/news/2266817381?lang=en_US&edition=fundamental","pubTime":"2022-09-11 09:57","market":"us","language":"en","title":"How a CEO Rescued a Big Bet on Big Oil; \"There Were a Lot of Doubters\"","url":"https://stock-news.laohu8.com/highlight/detail?id=2266817381","media":"Dow Jones","summary":"Occidental Petroleum Corp. entered the thick of the pandemic among the worst prepared of its U.S. oi","content":"<html><head></head><body><p><img src=\"https://static.tigerbbs.com/be5cb2e717152d9e61504d0803ac3654\" tg-width=\"1278\" tg-height=\"1278\" referrerpolicy=\"no-referrer\"/>Occidental Petroleum Corp. entered the thick of the pandemic among the worst prepared of its U.S. oil-and-gas peers. Struggling with debt from an ill-timed $38 billion deal, Chief ExecutiveVicki Hollubwas fending off activist investorCarl Icahn, who controlled two board seats.</p><p>Two years later, the company has emerged as the top performer in the S&amp;P 500, and Ms. Hollub has traded Mr. Icahn, who sold all of his Occidental shares in March, for Warren Buffett, whoseBerkshire Hathaway Inc. now owns more than 20% of the company.</p><p>It was touch and go for a time. Months before the pandemic took hold, she implemented widespread layoffs. To stave off bankruptcy after oil prices collapsed in 2020, she slashed spending and nearly eliminated Occidental’s once-sacrosanct dividend—“the biggest and toughest decision that I made and I’ve ever made in my career,” she said in an interview.</p><p>Her 2019 acquisition of rival Anadarko Petroleum Corp., which Mr. Icahn called a “disaster,” has given Occidental the dominant position in the largest U.S. shale-oil field, the Permian Basin. Lifted by climbing oil prices, Occidental generated a record $4.35 billion in free cash flow and $3.7 billion in profit in the second quarter. It has cut its debt to $22 billion from nearly $36 billion a year ago.</p><p><img src=\"https://static.tigerbbs.com/61847881fba325e1dc5c7ed3280e29db\" tg-width=\"1260\" tg-height=\"840\" referrerpolicy=\"no-referrer\"/>Oil-and-gas producers have reported banner profits this year, even as a global energy crisis sparked by Russia’s invasion of Ukraine has threatened to derail European industries, left the U.K. facing its worst economic crisis since the 1970s and forced the Netherlands, Germany and India to rely heavily on coal to make up for a dearth of natural gas.</p><p>But Ms. Hollub, the first woman to be CEO of a major U.S. oil company, says she doesn’t feel vindicated. “I just feel relief,” she said. “There were a lot of doubters.”</p><p>Mr. Buffett has publicly lauded Ms. Hollub’s leadership. After she detailed the company’s future plans for analysts in February, Mr. Buffett told his own shareholders, “What Vicki Hollub was saying made nothing but sense.” Last month, Berkshire received regulatory approval to buy up to 50% of the oil company’s shares, spurring speculation it might seek to purchase all of Occidental.</p><p>Mr. Buffett declined to comment for this story. Ms. Hollub said she has “tremendous respect” for Mr. Buffett, adding that “he will be very beneficial for us as we go forward.” She declined to discuss the possibility of Berkshire purchasing the entire company.</p><p>Some former investors remain skeptical, saying a spike in oil prices has rescued the company, not Ms. Hollub.</p><p>“I have nothing personal against Vicki,” Mr. Icahn said in an interview. “However, that will never change my mind that she should not have made a bet-the-company investment by way of overpaying for Anadarko.”</p><p>A University of Alabama graduate, Ms. Hollub joined Occidental in 1982 and soon found herself running operations in Russia and Venezuela. She almost got laid off in 2003, butTodd Stevens, an executive at the company who had followed her rise, arranged for her to lead a team evaluating acreage in Colorado, said Mr. Stevens, who has since left.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bf58d7d767a23cfb352e019504bafa44\" tg-width=\"1260\" tg-height=\"840\" referrerpolicy=\"no-referrer\"/><span>Equipment used to process carbon dioxide, crude oil and water at an Occidental Petroleum project in Hobbs, N.M.PHOTO:ERNEST SCHEYDER/REUTERS</span></p><p>Ms. Hollub became known as a hard worker, once spending three weeks straightening out operations at a new gas field’s first well, said Donnie Enns, a former geophysicist who worked under her. “Nobody worked harder than Vicki,” he said. She also found time to run an office March Madness basketball pool.</p><p>After being named CEO of the company in 2016, Ms. Hollub departed from her predecessor’s preference for low-risk, “bolt-on” transactions. A little over a year into the job, she started courting Anadarko, an oil producer of comparable size, for a deal.</p><p>She outflanked largerChevronCorp. in a bidding war that riveted the oil patch, offering $5 billion more than her rival for Anadarko and its prized assets in the epicenter of U.S. shale production. Yet victory came at a steep cost.</p><p>Some of Occidental’s largest shareholders decried the deal—especially a pricey loan from Mr. Buffett in the form of $10 billion in preferred stock paying 8% annually in dividends, or $800 million. Ms. Hollub negotiated the funding at the eleventh hour after meeting with the financier in Omaha, Neb. Mr. Icahn, who first bought stock as the Anadarko bidding war came to a close, wrote to Occidental shareholders that “Buffett figuratively took her to the cleaners.”</p><p>Ms. Hollub acknowledged the deal damaged the company’s standing with some investors. “I was never offended at the fact that our shareholders were skeptical,” she said.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/58cf5cd81991220ec1f42821cee2554b\" tg-width=\"639\" tg-height=\"959\" referrerpolicy=\"no-referrer\"/><span>Vicki Hollub said she never doubted the wisdom of the Anadarko acquisition.PHOTO:ANGELA OWENS/THE WALL STREET JOURNAL</span></p><p>But she said she never doubted the wisdom of the acquisition, even after it sparked an investor revolt that created an opportunity for Mr. Icahn.</p><p>Central to Ms. Hollub’s strategy was building on Occidental’s already-large position in the oil-rich Permian of West Texas and New Mexico. She believed purchasing and drilling a huge swath of new acreage, much of it near the company’s existing assets, would give Occidental economies of scale and allow it to outperform Permian rivals. Occidental, she said, was one of the most technologically advanced drillers in the field; it would turn Anadarko’s undeveloped assets into oil-gushing wells.</p><p>By the end of 2019, the oil producer said it was making progress on its merger goals. It had divested itself of more than $6 billion in assets, including stakes in a liquefied natural gas export project in Mozambique and in a Houston-based pipeline company. Occidental recorded single-day and monthly production records in the Permian and other oil fields. Occidental announced its 182nd consecutive quarterly dividend, which Ms. Hollub noted at the time that “few other companies can claim.”</p><p>Ms. Hollub believed the merger was on track, but investors remained skeptical. From the time of Occidental’s counteroffer for Anadarko in April 2019 to February 2020 Occidental’s stock fell around 35%. Then the global pandemic took hold.</p><p>As billions of people around the world began to lock down, demand for oil plummeted. In the spring, oil prices reached historic lows, briefly turning negative for the first time ever as traders paid counterparties to take oil off their hands. Falling demand for their product hammered oil-and-gas companies, forcing dozens into bankruptcy.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9090db9eab1ac4c91bd5b1b441d26206\" tg-width=\"1260\" tg-height=\"840\" referrerpolicy=\"no-referrer\"/><span>Gasoline prices sank in April 2020 after the global pandemic caused oil prices to drop below zero.PHOTO:FREDERIC J. BROWN/AGENCE FRANCE-PRESSE/GETTY IMAGES</span></p><p>Every day, Ms. Hollub would drive to Occidental’s Houston offices in her red Jeep Wrangler, said Glenn Vangolen, a former senior vice president at Occidental and close adviser to the CEO. Mondays and Fridays, she and her lieutenants would mask up and gather in a conference room to discuss operations. Her office was spartan—a mostly bare room, except for a TV playing business news on mute, and a plush stuffed version of a costumed elephant, the Alabama Crimson Tide’s mascot, Mr. Vangolen said.</p><p>Occidental was in a worse situation than many of its peers: At the end of 2019, its long-term debt of about $39 billion was equivalent to roughly four times its earnings, excluding interest, taxes and other accounting items, quadruple the ratio from a year earlier, S&amp;P Capital IQ data show. The divestitures it had planned on to pay it down were no longer viable as assets were losing value.</p><p>Ms. Hollub said that Occidental made a lot of the difficult decisions before the pandemic to mitigate the downside risks of the Anadarko acquisition, including hedging a portion of its oil production and bumping its line of credit to $5 billion. But the company still faced painful months ahead as it had barely enough cash on hand to meet debt maturities coming due in 2021 and was later forced to hire restructuring advisers.</p><p>Ms. Hollub moved to cut her executives’ salaries—including her own by 81%—offer employees voluntary buy-outs, slash expenses in the oil patch and cancel employee perks. She also cut the dividend, which rankled investors.</p><p>Mr. Icahn amplified his calls for Ms. Hollub’s ouster and said he would seek to replace the entire board of directors at the company’s annual meeting. As the oil producer’s stock plunged to under $10 from around $45 before the pandemic, Mr. Icahn—facing paper losses of about $1 billion—doubled down on his shares, boosting his stake to roughly 10% from about 2%.</p><p>After a price war between Russia and Saudi Arabia caused oil prices to plunge below $25 a barrel in March, Occidental reached a settlement with Mr. Icahn. The deal gave board seats to two of his deputies and added another director, required Occidental to create an oversight committee that must be informed of any offers to acquire the company or its assets, and replaced the board chairman withStephen Chazen, Ms. Hollub’s predecessor as CEO.</p><p>Mr. Icahn’s camp pushed for Occidental to give its shareholders warrants that could allow them to buy discounted shares in the future. After he prevailed, Mr. Icahn received roughly 11 million warrants initially and bought more when they were worth around $3.</p><p>Mr. Vangolen said Mr. Icahn’s demand for warrants was part of the investor’s “raider playbook,” which he described as “trying to extract as much cash out of the business as you can before you bail.”</p><p>Mr. Icahn said that all the shareholders who rode the stock down deserved something for their loyalty.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3af2c050a88b00dd9846de958b65be1b\" tg-width=\"1260\" tg-height=\"840\" referrerpolicy=\"no-referrer\"/><span>A crude oil pump jack in the Permian Basin in Loving County, Texas.PHOTO:ANGUS MORDANT/REUTERS</span></p><p>As the pandemic dragged on, Occidental logged a roughly $14.8 billion loss for 2020, its largest on record, according to S&amp;P Capital IQ data. Still, it continued to whittle down its mammoth debt, closing around $2.5 billion in asset sales at the end of 2020. Anadarko’s assets, meanwhile, were starting to shine, with production in the Permian reaching the high end of company estimates.</p><p>Even as Ms. Hollub wrestled with Mr. Icahn, she was building a relationship with Mr. Buffett.</p><p>In 2020, she traveled to Omaha to discuss Occidental&#39;s long-term strategy with Mr. Buffett, according to a person familiar with the meeting. The investor expressed a strong interest in the company&#39;s goal to become a leader in carbon capture, this person said.</p><p>Occidental says it has no plans to stop producing oil but also aims to be a leader in &#34;carbon management.&#34; It wants to develop 70 plants by 2035 to suck carbon dioxide out of the air, store it in the ground and sell carbon credits to businesses seeking to offset their own emissions -- a technology still in its commercial infancy that received a boost thanks to tax credits included in the climate package President Biden signed into law last month. The company also plans to use the gas to squeeze more oil from underground.</p><p>Then, in late February of this year, Russia invaded Ukraine.</p><p>The war propelled oil prices to their highest level in years, with Brent crude oil topping $120 in March, translating into a windfall for oil companies. In the first quarter of the year, Occidental made roughly $4.9 billion in profit, its highest quarterly earnings on record, according to S&amp;P Capital IQ.</p><p>The company now holds the most acreage across the Permian, with leases covering about 2.8 million net acres, according to data firm Enverus. Its domestic oil output in the second quarter of this year was up roughly 80% compared with before it acquired Anadarko, Occidental reported.</p><p>As Occidental&#39;s stock rose above $50 a share in March, Mr. Icahn sold his common stake. The investor&#39;s two representatives on Occidental&#39;s board also resigned, as was required by the settlement agreement. Mr. Icahn made over $1.5 billion on his investment and still holds some warrants, according to public filings and people familiar with the matter.</p><p>As Mr. Icahn got out of the stock, Mr. Buffett bought in. In May, Berkshire reported it had purchased roughly $8 billion worth of shares.</p><p>Mr. Icahn said that Mr. Buffett&#39;s investment could be ill-timed. &#34;I respect Buffett a lot but I think buying this stock at this level is obviously not like buying warrants at $3,&#34; he said. &#34;I made a great deal of money on my investment in Occidental, especially with the warrants, and activism worked in that regard,&#34; he said.</p><p>Ms. Hollub and Mr. Buffett have developed a personal relationship and the two talk periodically, said Mr. Vangolen. Ms. Hollub said in an interview she had no personal relationship with Mr. Icahn when he was an investor, and that he turned out not to be the kind of long-term shareholder the company prizes.</p><p>Mr. Icahn&#39;s retort: &#34;She came very close to not being a long-term shareholder also, because her ill-timed investment put the company on the brink of bankruptcy.&#34;</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>How a CEO Rescued a Big Bet on Big Oil; \"There Were a Lot of Doubters\"</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\">\nHow a CEO Rescued a Big Bet on Big Oil; \"There Were a Lot of Doubters\"\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\">2022-09-11 09:57</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><img src=\"https://static.tigerbbs.com/be5cb2e717152d9e61504d0803ac3654\" tg-width=\"1278\" tg-height=\"1278\" referrerpolicy=\"no-referrer\"/>Occidental Petroleum Corp. entered the thick of the pandemic among the worst prepared of its U.S. oil-and-gas peers. Struggling with debt from an ill-timed $38 billion deal, Chief ExecutiveVicki Hollubwas fending off activist investorCarl Icahn, who controlled two board seats.</p><p>Two years later, the company has emerged as the top performer in the S&amp;P 500, and Ms. Hollub has traded Mr. Icahn, who sold all of his Occidental shares in March, for Warren Buffett, whoseBerkshire Hathaway Inc. now owns more than 20% of the company.</p><p>It was touch and go for a time. Months before the pandemic took hold, she implemented widespread layoffs. To stave off bankruptcy after oil prices collapsed in 2020, she slashed spending and nearly eliminated Occidental’s once-sacrosanct dividend—“the biggest and toughest decision that I made and I’ve ever made in my career,” she said in an interview.</p><p>Her 2019 acquisition of rival Anadarko Petroleum Corp., which Mr. Icahn called a “disaster,” has given Occidental the dominant position in the largest U.S. shale-oil field, the Permian Basin. Lifted by climbing oil prices, Occidental generated a record $4.35 billion in free cash flow and $3.7 billion in profit in the second quarter. It has cut its debt to $22 billion from nearly $36 billion a year ago.</p><p><img src=\"https://static.tigerbbs.com/61847881fba325e1dc5c7ed3280e29db\" tg-width=\"1260\" tg-height=\"840\" referrerpolicy=\"no-referrer\"/>Oil-and-gas producers have reported banner profits this year, even as a global energy crisis sparked by Russia’s invasion of Ukraine has threatened to derail European industries, left the U.K. facing its worst economic crisis since the 1970s and forced the Netherlands, Germany and India to rely heavily on coal to make up for a dearth of natural gas.</p><p>But Ms. Hollub, the first woman to be CEO of a major U.S. oil company, says she doesn’t feel vindicated. “I just feel relief,” she said. “There were a lot of doubters.”</p><p>Mr. Buffett has publicly lauded Ms. Hollub’s leadership. After she detailed the company’s future plans for analysts in February, Mr. Buffett told his own shareholders, “What Vicki Hollub was saying made nothing but sense.” Last month, Berkshire received regulatory approval to buy up to 50% of the oil company’s shares, spurring speculation it might seek to purchase all of Occidental.</p><p>Mr. Buffett declined to comment for this story. Ms. Hollub said she has “tremendous respect” for Mr. Buffett, adding that “he will be very beneficial for us as we go forward.” She declined to discuss the possibility of Berkshire purchasing the entire company.</p><p>Some former investors remain skeptical, saying a spike in oil prices has rescued the company, not Ms. Hollub.</p><p>“I have nothing personal against Vicki,” Mr. Icahn said in an interview. “However, that will never change my mind that she should not have made a bet-the-company investment by way of overpaying for Anadarko.”</p><p>A University of Alabama graduate, Ms. Hollub joined Occidental in 1982 and soon found herself running operations in Russia and Venezuela. She almost got laid off in 2003, butTodd Stevens, an executive at the company who had followed her rise, arranged for her to lead a team evaluating acreage in Colorado, said Mr. Stevens, who has since left.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bf58d7d767a23cfb352e019504bafa44\" tg-width=\"1260\" tg-height=\"840\" referrerpolicy=\"no-referrer\"/><span>Equipment used to process carbon dioxide, crude oil and water at an Occidental Petroleum project in Hobbs, N.M.PHOTO:ERNEST SCHEYDER/REUTERS</span></p><p>Ms. Hollub became known as a hard worker, once spending three weeks straightening out operations at a new gas field’s first well, said Donnie Enns, a former geophysicist who worked under her. “Nobody worked harder than Vicki,” he said. She also found time to run an office March Madness basketball pool.</p><p>After being named CEO of the company in 2016, Ms. Hollub departed from her predecessor’s preference for low-risk, “bolt-on” transactions. A little over a year into the job, she started courting Anadarko, an oil producer of comparable size, for a deal.</p><p>She outflanked largerChevronCorp. in a bidding war that riveted the oil patch, offering $5 billion more than her rival for Anadarko and its prized assets in the epicenter of U.S. shale production. Yet victory came at a steep cost.</p><p>Some of Occidental’s largest shareholders decried the deal—especially a pricey loan from Mr. Buffett in the form of $10 billion in preferred stock paying 8% annually in dividends, or $800 million. Ms. Hollub negotiated the funding at the eleventh hour after meeting with the financier in Omaha, Neb. Mr. Icahn, who first bought stock as the Anadarko bidding war came to a close, wrote to Occidental shareholders that “Buffett figuratively took her to the cleaners.”</p><p>Ms. Hollub acknowledged the deal damaged the company’s standing with some investors. “I was never offended at the fact that our shareholders were skeptical,” she said.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/58cf5cd81991220ec1f42821cee2554b\" tg-width=\"639\" tg-height=\"959\" referrerpolicy=\"no-referrer\"/><span>Vicki Hollub said she never doubted the wisdom of the Anadarko acquisition.PHOTO:ANGELA OWENS/THE WALL STREET JOURNAL</span></p><p>But she said she never doubted the wisdom of the acquisition, even after it sparked an investor revolt that created an opportunity for Mr. Icahn.</p><p>Central to Ms. Hollub’s strategy was building on Occidental’s already-large position in the oil-rich Permian of West Texas and New Mexico. She believed purchasing and drilling a huge swath of new acreage, much of it near the company’s existing assets, would give Occidental economies of scale and allow it to outperform Permian rivals. Occidental, she said, was one of the most technologically advanced drillers in the field; it would turn Anadarko’s undeveloped assets into oil-gushing wells.</p><p>By the end of 2019, the oil producer said it was making progress on its merger goals. It had divested itself of more than $6 billion in assets, including stakes in a liquefied natural gas export project in Mozambique and in a Houston-based pipeline company. Occidental recorded single-day and monthly production records in the Permian and other oil fields. Occidental announced its 182nd consecutive quarterly dividend, which Ms. Hollub noted at the time that “few other companies can claim.”</p><p>Ms. Hollub believed the merger was on track, but investors remained skeptical. From the time of Occidental’s counteroffer for Anadarko in April 2019 to February 2020 Occidental’s stock fell around 35%. Then the global pandemic took hold.</p><p>As billions of people around the world began to lock down, demand for oil plummeted. In the spring, oil prices reached historic lows, briefly turning negative for the first time ever as traders paid counterparties to take oil off their hands. Falling demand for their product hammered oil-and-gas companies, forcing dozens into bankruptcy.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9090db9eab1ac4c91bd5b1b441d26206\" tg-width=\"1260\" tg-height=\"840\" referrerpolicy=\"no-referrer\"/><span>Gasoline prices sank in April 2020 after the global pandemic caused oil prices to drop below zero.PHOTO:FREDERIC J. BROWN/AGENCE FRANCE-PRESSE/GETTY IMAGES</span></p><p>Every day, Ms. Hollub would drive to Occidental’s Houston offices in her red Jeep Wrangler, said Glenn Vangolen, a former senior vice president at Occidental and close adviser to the CEO. Mondays and Fridays, she and her lieutenants would mask up and gather in a conference room to discuss operations. Her office was spartan—a mostly bare room, except for a TV playing business news on mute, and a plush stuffed version of a costumed elephant, the Alabama Crimson Tide’s mascot, Mr. Vangolen said.</p><p>Occidental was in a worse situation than many of its peers: At the end of 2019, its long-term debt of about $39 billion was equivalent to roughly four times its earnings, excluding interest, taxes and other accounting items, quadruple the ratio from a year earlier, S&amp;P Capital IQ data show. The divestitures it had planned on to pay it down were no longer viable as assets were losing value.</p><p>Ms. Hollub said that Occidental made a lot of the difficult decisions before the pandemic to mitigate the downside risks of the Anadarko acquisition, including hedging a portion of its oil production and bumping its line of credit to $5 billion. But the company still faced painful months ahead as it had barely enough cash on hand to meet debt maturities coming due in 2021 and was later forced to hire restructuring advisers.</p><p>Ms. Hollub moved to cut her executives’ salaries—including her own by 81%—offer employees voluntary buy-outs, slash expenses in the oil patch and cancel employee perks. She also cut the dividend, which rankled investors.</p><p>Mr. Icahn amplified his calls for Ms. Hollub’s ouster and said he would seek to replace the entire board of directors at the company’s annual meeting. As the oil producer’s stock plunged to under $10 from around $45 before the pandemic, Mr. Icahn—facing paper losses of about $1 billion—doubled down on his shares, boosting his stake to roughly 10% from about 2%.</p><p>After a price war between Russia and Saudi Arabia caused oil prices to plunge below $25 a barrel in March, Occidental reached a settlement with Mr. Icahn. The deal gave board seats to two of his deputies and added another director, required Occidental to create an oversight committee that must be informed of any offers to acquire the company or its assets, and replaced the board chairman withStephen Chazen, Ms. Hollub’s predecessor as CEO.</p><p>Mr. Icahn’s camp pushed for Occidental to give its shareholders warrants that could allow them to buy discounted shares in the future. After he prevailed, Mr. Icahn received roughly 11 million warrants initially and bought more when they were worth around $3.</p><p>Mr. Vangolen said Mr. Icahn’s demand for warrants was part of the investor’s “raider playbook,” which he described as “trying to extract as much cash out of the business as you can before you bail.”</p><p>Mr. Icahn said that all the shareholders who rode the stock down deserved something for their loyalty.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3af2c050a88b00dd9846de958b65be1b\" tg-width=\"1260\" tg-height=\"840\" referrerpolicy=\"no-referrer\"/><span>A crude oil pump jack in the Permian Basin in Loving County, Texas.PHOTO:ANGUS MORDANT/REUTERS</span></p><p>As the pandemic dragged on, Occidental logged a roughly $14.8 billion loss for 2020, its largest on record, according to S&amp;P Capital IQ data. Still, it continued to whittle down its mammoth debt, closing around $2.5 billion in asset sales at the end of 2020. Anadarko’s assets, meanwhile, were starting to shine, with production in the Permian reaching the high end of company estimates.</p><p>Even as Ms. Hollub wrestled with Mr. Icahn, she was building a relationship with Mr. Buffett.</p><p>In 2020, she traveled to Omaha to discuss Occidental&#39;s long-term strategy with Mr. Buffett, according to a person familiar with the meeting. The investor expressed a strong interest in the company&#39;s goal to become a leader in carbon capture, this person said.</p><p>Occidental says it has no plans to stop producing oil but also aims to be a leader in &#34;carbon management.&#34; It wants to develop 70 plants by 2035 to suck carbon dioxide out of the air, store it in the ground and sell carbon credits to businesses seeking to offset their own emissions -- a technology still in its commercial infancy that received a boost thanks to tax credits included in the climate package President Biden signed into law last month. The company also plans to use the gas to squeeze more oil from underground.</p><p>Then, in late February of this year, Russia invaded Ukraine.</p><p>The war propelled oil prices to their highest level in years, with Brent crude oil topping $120 in March, translating into a windfall for oil companies. In the first quarter of the year, Occidental made roughly $4.9 billion in profit, its highest quarterly earnings on record, according to S&amp;P Capital IQ.</p><p>The company now holds the most acreage across the Permian, with leases covering about 2.8 million net acres, according to data firm Enverus. Its domestic oil output in the second quarter of this year was up roughly 80% compared with before it acquired Anadarko, Occidental reported.</p><p>As Occidental&#39;s stock rose above $50 a share in March, Mr. Icahn sold his common stake. The investor&#39;s two representatives on Occidental&#39;s board also resigned, as was required by the settlement agreement. Mr. Icahn made over $1.5 billion on his investment and still holds some warrants, according to public filings and people familiar with the matter.</p><p>As Mr. Icahn got out of the stock, Mr. Buffett bought in. In May, Berkshire reported it had purchased roughly $8 billion worth of shares.</p><p>Mr. Icahn said that Mr. Buffett&#39;s investment could be ill-timed. &#34;I respect Buffett a lot but I think buying this stock at this level is obviously not like buying warrants at $3,&#34; he said. &#34;I made a great deal of money on my investment in Occidental, especially with the warrants, and activism worked in that regard,&#34; he said.</p><p>Ms. Hollub and Mr. Buffett have developed a personal relationship and the two talk periodically, said Mr. Vangolen. Ms. Hollub said in an interview she had no personal relationship with Mr. Icahn when he was an investor, and that he turned out not to be the kind of long-term shareholder the company prizes.</p><p>Mr. Icahn&#39;s retort: &#34;She came very close to not being a long-term shareholder also, because her ill-timed investment put the company on the brink of bankruptcy.&#34;</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4534":"瑞士信贷持仓","BK4581":"高盛持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","OXY":"西方石油","BRK.A":"伯克希尔","BRK.B":"伯克希尔B","BK4176":"多领域控股","BK4201":"综合性石油与天然气企业","BK4550":"红杉资本持仓"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2266817381","content_text":"Occidental Petroleum Corp. entered the thick of the pandemic among the worst prepared of its U.S. oil-and-gas peers. Struggling with debt from an ill-timed $38 billion deal, Chief ExecutiveVicki Hollubwas fending off activist investorCarl Icahn, who controlled two board seats.Two years later, the company has emerged as the top performer in the S&P 500, and Ms. Hollub has traded Mr. Icahn, who sold all of his Occidental shares in March, for Warren Buffett, whoseBerkshire Hathaway Inc. now owns more than 20% of the company.It was touch and go for a time. Months before the pandemic took hold, she implemented widespread layoffs. To stave off bankruptcy after oil prices collapsed in 2020, she slashed spending and nearly eliminated Occidental’s once-sacrosanct dividend—“the biggest and toughest decision that I made and I’ve ever made in my career,” she said in an interview.Her 2019 acquisition of rival Anadarko Petroleum Corp., which Mr. Icahn called a “disaster,” has given Occidental the dominant position in the largest U.S. shale-oil field, the Permian Basin. Lifted by climbing oil prices, Occidental generated a record $4.35 billion in free cash flow and $3.7 billion in profit in the second quarter. It has cut its debt to $22 billion from nearly $36 billion a year ago.Oil-and-gas producers have reported banner profits this year, even as a global energy crisis sparked by Russia’s invasion of Ukraine has threatened to derail European industries, left the U.K. facing its worst economic crisis since the 1970s and forced the Netherlands, Germany and India to rely heavily on coal to make up for a dearth of natural gas.But Ms. Hollub, the first woman to be CEO of a major U.S. oil company, says she doesn’t feel vindicated. “I just feel relief,” she said. “There were a lot of doubters.”Mr. Buffett has publicly lauded Ms. Hollub’s leadership. After she detailed the company’s future plans for analysts in February, Mr. Buffett told his own shareholders, “What Vicki Hollub was saying made nothing but sense.” Last month, Berkshire received regulatory approval to buy up to 50% of the oil company’s shares, spurring speculation it might seek to purchase all of Occidental.Mr. Buffett declined to comment for this story. Ms. Hollub said she has “tremendous respect” for Mr. Buffett, adding that “he will be very beneficial for us as we go forward.” She declined to discuss the possibility of Berkshire purchasing the entire company.Some former investors remain skeptical, saying a spike in oil prices has rescued the company, not Ms. Hollub.“I have nothing personal against Vicki,” Mr. Icahn said in an interview. “However, that will never change my mind that she should not have made a bet-the-company investment by way of overpaying for Anadarko.”A University of Alabama graduate, Ms. Hollub joined Occidental in 1982 and soon found herself running operations in Russia and Venezuela. She almost got laid off in 2003, butTodd Stevens, an executive at the company who had followed her rise, arranged for her to lead a team evaluating acreage in Colorado, said Mr. Stevens, who has since left.Equipment used to process carbon dioxide, crude oil and water at an Occidental Petroleum project in Hobbs, N.M.PHOTO:ERNEST SCHEYDER/REUTERSMs. Hollub became known as a hard worker, once spending three weeks straightening out operations at a new gas field’s first well, said Donnie Enns, a former geophysicist who worked under her. “Nobody worked harder than Vicki,” he said. She also found time to run an office March Madness basketball pool.After being named CEO of the company in 2016, Ms. Hollub departed from her predecessor’s preference for low-risk, “bolt-on” transactions. A little over a year into the job, she started courting Anadarko, an oil producer of comparable size, for a deal.She outflanked largerChevronCorp. in a bidding war that riveted the oil patch, offering $5 billion more than her rival for Anadarko and its prized assets in the epicenter of U.S. shale production. Yet victory came at a steep cost.Some of Occidental’s largest shareholders decried the deal—especially a pricey loan from Mr. Buffett in the form of $10 billion in preferred stock paying 8% annually in dividends, or $800 million. Ms. Hollub negotiated the funding at the eleventh hour after meeting with the financier in Omaha, Neb. Mr. Icahn, who first bought stock as the Anadarko bidding war came to a close, wrote to Occidental shareholders that “Buffett figuratively took her to the cleaners.”Ms. Hollub acknowledged the deal damaged the company’s standing with some investors. “I was never offended at the fact that our shareholders were skeptical,” she said.Vicki Hollub said she never doubted the wisdom of the Anadarko acquisition.PHOTO:ANGELA OWENS/THE WALL STREET JOURNALBut she said she never doubted the wisdom of the acquisition, even after it sparked an investor revolt that created an opportunity for Mr. Icahn.Central to Ms. Hollub’s strategy was building on Occidental’s already-large position in the oil-rich Permian of West Texas and New Mexico. She believed purchasing and drilling a huge swath of new acreage, much of it near the company’s existing assets, would give Occidental economies of scale and allow it to outperform Permian rivals. Occidental, she said, was one of the most technologically advanced drillers in the field; it would turn Anadarko’s undeveloped assets into oil-gushing wells.By the end of 2019, the oil producer said it was making progress on its merger goals. It had divested itself of more than $6 billion in assets, including stakes in a liquefied natural gas export project in Mozambique and in a Houston-based pipeline company. Occidental recorded single-day and monthly production records in the Permian and other oil fields. Occidental announced its 182nd consecutive quarterly dividend, which Ms. Hollub noted at the time that “few other companies can claim.”Ms. Hollub believed the merger was on track, but investors remained skeptical. From the time of Occidental’s counteroffer for Anadarko in April 2019 to February 2020 Occidental’s stock fell around 35%. Then the global pandemic took hold.As billions of people around the world began to lock down, demand for oil plummeted. In the spring, oil prices reached historic lows, briefly turning negative for the first time ever as traders paid counterparties to take oil off their hands. Falling demand for their product hammered oil-and-gas companies, forcing dozens into bankruptcy.Gasoline prices sank in April 2020 after the global pandemic caused oil prices to drop below zero.PHOTO:FREDERIC J. BROWN/AGENCE FRANCE-PRESSE/GETTY IMAGESEvery day, Ms. Hollub would drive to Occidental’s Houston offices in her red Jeep Wrangler, said Glenn Vangolen, a former senior vice president at Occidental and close adviser to the CEO. Mondays and Fridays, she and her lieutenants would mask up and gather in a conference room to discuss operations. Her office was spartan—a mostly bare room, except for a TV playing business news on mute, and a plush stuffed version of a costumed elephant, the Alabama Crimson Tide’s mascot, Mr. Vangolen said.Occidental was in a worse situation than many of its peers: At the end of 2019, its long-term debt of about $39 billion was equivalent to roughly four times its earnings, excluding interest, taxes and other accounting items, quadruple the ratio from a year earlier, S&P Capital IQ data show. The divestitures it had planned on to pay it down were no longer viable as assets were losing value.Ms. Hollub said that Occidental made a lot of the difficult decisions before the pandemic to mitigate the downside risks of the Anadarko acquisition, including hedging a portion of its oil production and bumping its line of credit to $5 billion. But the company still faced painful months ahead as it had barely enough cash on hand to meet debt maturities coming due in 2021 and was later forced to hire restructuring advisers.Ms. Hollub moved to cut her executives’ salaries—including her own by 81%—offer employees voluntary buy-outs, slash expenses in the oil patch and cancel employee perks. She also cut the dividend, which rankled investors.Mr. Icahn amplified his calls for Ms. Hollub’s ouster and said he would seek to replace the entire board of directors at the company’s annual meeting. As the oil producer’s stock plunged to under $10 from around $45 before the pandemic, Mr. Icahn—facing paper losses of about $1 billion—doubled down on his shares, boosting his stake to roughly 10% from about 2%.After a price war between Russia and Saudi Arabia caused oil prices to plunge below $25 a barrel in March, Occidental reached a settlement with Mr. Icahn. The deal gave board seats to two of his deputies and added another director, required Occidental to create an oversight committee that must be informed of any offers to acquire the company or its assets, and replaced the board chairman withStephen Chazen, Ms. Hollub’s predecessor as CEO.Mr. Icahn’s camp pushed for Occidental to give its shareholders warrants that could allow them to buy discounted shares in the future. After he prevailed, Mr. Icahn received roughly 11 million warrants initially and bought more when they were worth around $3.Mr. Vangolen said Mr. Icahn’s demand for warrants was part of the investor’s “raider playbook,” which he described as “trying to extract as much cash out of the business as you can before you bail.”Mr. Icahn said that all the shareholders who rode the stock down deserved something for their loyalty.A crude oil pump jack in the Permian Basin in Loving County, Texas.PHOTO:ANGUS MORDANT/REUTERSAs the pandemic dragged on, Occidental logged a roughly $14.8 billion loss for 2020, its largest on record, according to S&P Capital IQ data. Still, it continued to whittle down its mammoth debt, closing around $2.5 billion in asset sales at the end of 2020. Anadarko’s assets, meanwhile, were starting to shine, with production in the Permian reaching the high end of company estimates.Even as Ms. Hollub wrestled with Mr. Icahn, she was building a relationship with Mr. Buffett.In 2020, she traveled to Omaha to discuss Occidental's long-term strategy with Mr. Buffett, according to a person familiar with the meeting. The investor expressed a strong interest in the company's goal to become a leader in carbon capture, this person said.Occidental says it has no plans to stop producing oil but also aims to be a leader in \"carbon management.\" It wants to develop 70 plants by 2035 to suck carbon dioxide out of the air, store it in the ground and sell carbon credits to businesses seeking to offset their own emissions -- a technology still in its commercial infancy that received a boost thanks to tax credits included in the climate package President Biden signed into law last month. The company also plans to use the gas to squeeze more oil from underground.Then, in late February of this year, Russia invaded Ukraine.The war propelled oil prices to their highest level in years, with Brent crude oil topping $120 in March, translating into a windfall for oil companies. In the first quarter of the year, Occidental made roughly $4.9 billion in profit, its highest quarterly earnings on record, according to S&P Capital IQ.The company now holds the most acreage across the Permian, with leases covering about 2.8 million net acres, according to data firm Enverus. Its domestic oil output in the second quarter of this year was up roughly 80% compared with before it acquired Anadarko, Occidental reported.As Occidental's stock rose above $50 a share in March, Mr. Icahn sold his common stake. The investor's two representatives on Occidental's board also resigned, as was required by the settlement agreement. Mr. Icahn made over $1.5 billion on his investment and still holds some warrants, according to public filings and people familiar with the matter.As Mr. Icahn got out of the stock, Mr. Buffett bought in. In May, Berkshire reported it had purchased roughly $8 billion worth of shares.Mr. Icahn said that Mr. Buffett's investment could be ill-timed. \"I respect Buffett a lot but I think buying this stock at this level is obviously not like buying warrants at $3,\" he said. \"I made a great deal of money on my investment in Occidental, especially with the warrants, and activism worked in that regard,\" he said.Ms. Hollub and Mr. Buffett have developed a personal relationship and the two talk periodically, said Mr. Vangolen. Ms. Hollub said in an interview she had no personal relationship with Mr. Icahn when he was an investor, and that he turned out not to be the kind of long-term shareholder the company prizes.Mr. Icahn's retort: \"She came very close to not being a long-term shareholder also, because her ill-timed investment put the company on the brink of bankruptcy.\"","news_type":1,"symbols_score_info":{"OXY":0.9,"BRK.A":0.68,"BRK.B":0.9}},"isVote":1,"tweetType":1,"viewCount":4092,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9065796581,"gmtCreate":1652232166444,"gmtModify":1676535058158,"author":{"id":"4096851435955450","authorId":"4096851435955450","name":"pyongco","avatar":"https://static.tigerbbs.com/e8b824fbd1a44429043480287f6a1724","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4096851435955450","authorIdStr":"4096851435955450"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$</a>haizzz","listText":"<a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$</a>haizzz","text":"$Tiger Brokers(TIGR)$haizzz","images":[{"img":"https://community-static.tradeup.com/news/5e33a1a38fc3463c4cdcd700a2afd190","width":"828","height":"1632"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9065796581","isVote":1,"tweetType":1,"viewCount":893,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"lives":[]}