hweeeee personal page - To The Moon

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2022-10-08

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Twitter-Elon Musk Deal Has Offered Investors Several Big Opportunities

2022-07-04

recession

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2022-09-24

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Why I'm Not Worried About the Stock Market

2022-09-14

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2022-08-31

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2022-08-18

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2022-08-14

Great article! I would like to share it.

Meme-Stock Investors Are Back! Sort Of, Anyway

2022-08-08

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7 Stocks to Avoid in a Recession

2022-08-08

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2022-11-09

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2022-08-14

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Alibaba Stock: Follow Masayoshi Son, Not Charlie Munger

2022-10-24

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2022-09-04

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September May Bring The S&P 500 Back To Its June Lows

2022-09-01

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Powell Abandons Soft Landing Goal as He Seeks Growth Recession

2022-08-18

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2022-08-14

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2023-07-31

t@esla@TigerGpt TigerGPT，your new investing superpower Click to learn more

2023-07-31

@TigerGpt TigerGPT，your new investing superpower Click to learn more

2022-10-07

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Google: If You Are Not Buying Now, When Will You

2022-09-24

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Why Are Oil Stocks XOM, OXY, DVN Down Friday?

Go to Tiger App to see more news

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[Happy] [Happy] [Happy] [Happy] [Happy] [Happy] [Happy] [Happy] [Happy] [Happy] [Happy] [Happy] [Happy] [Happy] [Happy] [Happy] [Happy] [Happy] [Happy] [Happy] [Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/189545021890808","isVote":1,"tweetType":1,"viewCount":177,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":189195877515488,"gmtCreate":1687216071435,"gmtModify":1687216076108,"author":{"id":"4118962342392422","authorId":"4118962342392422","name":"hweeeee","avatar":"https://community-static.tradeup.com/news/93b75885a3f1a67e17e4f33aa01e58ba","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4118962342392422","authorIdStr":"4118962342392422"},"themes":[],"htmlText":"let's go 🚶🏻‍♀️ 💪 🙌&nbsp;","listText":"let's go 🚶🏻‍♀️ 💪 🙌&nbsp;","text":"let's go 🚶🏻‍♀️ 💪 🙌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/189195877515488","isVote":1,"tweetType":1,"viewCount":200,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":189081329365144,"gmtCreate":1687187957570,"gmtModify":1687187961166,"author":{"id":"4118962342392422","authorId":"4118962342392422","name":"hweeeee","avatar":"https://community-static.tradeup.com/news/93b75885a3f1a67e17e4f33aa01e58ba","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4118962342392422","authorIdStr":"4118962342392422"},"themes":[],"htmlText":"yay 😀😀😀😀😀😀😀😀","listText":"yay 😀😀😀😀😀😀😀😀","text":"yay 😀😀😀😀😀😀😀😀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/189081329365144","isVote":1,"tweetType":1,"viewCount":96,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":188513498378272,"gmtCreate":1687049502928,"gmtModify":1687049506901,"author":{"id":"4118962342392422","authorId":"4118962342392422","name":"hweeeee","avatar":"https://community-static.tradeup.com/news/93b75885a3f1a67e17e4f33aa01e58ba","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4118962342392422","authorIdStr":"4118962342392422"},"themes":[],"htmlText":"fun n interesting&nbsp; like it","listText":"fun n interesting&nbsp; like it","text":"fun n interesting like 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Along your journey, uncover hidden rewards and unlock exclusive bonuses that will supercharge your investing game!Not only will you gain valuable knowledge and insights, but you'll also compete with fellow investors for the top spot on our leaderboard!Invite your friends and embark on this epic investing adventure together! Let's light up the world of investing with Tiger!Don't miss out on this limited-time opportunity!Campaign period: 6th June to 27th June. *T&amp;Cs apply.👉 <a href=\"https://tigr.link/lightupsg\" target=\"_blank\">Click here to start play</a>","listText":"Join our exclusive \"Light up Your Investing\" campaign with Tiger!Participate in our game and win fantastic prizes worth up to USD 999*!Unveil the allure of various regions as you progress through exciting game levels.But wait, there's more! 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Along your journey, uncover hidden rewards and unlock exclusive bonuses that will supercharge your investing game!Not only will you gain valuable knowledge and insights, but you'll also compete with fellow investors for the top spot on our leaderboard!Invite your friends and embark on this epic investing adventure together! Let's light up the world of investing with Tiger!Don't miss out on this limited-time opportunity!Campaign period: 6th June to 27th June. *T&Cs apply.👉 Click here to start play","images":[{"img":"https://community-static.tradeup.com/news/0b6e3d13593eac0f4cc3fdb8b6bf8056","width":"1200","height":"675"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9970552986","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":216,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":187126894153744,"gmtCreate":1686724816827,"gmtModify":1686724821981,"author":{"id":"4118962342392422","authorId":"4118962342392422","name":"hweeeee","avatar":"https://community-static.tradeup.com/news/93b75885a3f1a67e17e4f33aa01e58ba","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4118962342392422","authorIdStr":"4118962342392422"},"themes":[],"htmlText":"cone on let's go go go&nbsp;","listText":"cone on let's go go go&nbsp;","text":"cone on let's go go go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/187126894153744","isVote":1,"tweetType":1,"viewCount":241,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":186803534573576,"gmtCreate":1686645605490,"gmtModify":1686645609575,"author":{"id":"4118962342392422","authorId":"4118962342392422","name":"hweeeee","avatar":"https://community-static.tradeup.com/news/93b75885a3f1a67e17e4f33aa01e58ba","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4118962342392422","authorIdStr":"4118962342392422"},"themes":[],"htmlText":"help me pls thank you&nbsp;","listText":"help me pls thank you&nbsp;","text":"help me pls thank you","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/186803534573576","isVote":1,"tweetType":1,"viewCount":201,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":186802450100320,"gmtCreate":1686645343045,"gmtModify":1686645346991,"author":{"id":"4118962342392422","authorId":"4118962342392422","name":"hweeeee","avatar":"https://community-static.tradeup.com/news/93b75885a3f1a67e17e4f33aa01e58ba","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4118962342392422","authorIdStr":"4118962342392422"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, 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/186802450100320","repostId":"9970552986","repostType":1,"repost":{"id":9970552986,"gmtCreate":1684749089245,"gmtModify":1686052573124,"author":{"id":"3527667667103859","authorId":"3527667667103859","name":"TigerEvents","avatar":"https://community-static.tradeup.com/news/c266ef25181ace18bec1262357bbe1a8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667667103859","authorIdStr":"3527667667103859"},"themes":[],"title":"Light up your investing with Tiger, play and win prizes worth up to USD 999","htmlText":"Join our exclusive \"Light up Your Investing\" campaign with Tiger!Participate in our game and win fantastic prizes worth up to USD 999*!Unveil the allure of various regions as you progress through exciting game levels.But wait, there's more! Along your journey, uncover hidden rewards and unlock exclusive bonuses that will supercharge your investing game!Not only will you gain valuable knowledge and insights, but you'll also compete with fellow investors for the top spot on our leaderboard!Invite your friends and embark on this epic investing adventure together! Let's light up the world of investing with Tiger!Don't miss out on this limited-time opportunity!Campaign period: 6th June to 27th June. *T&amp;Cs apply.👉 <a href=\"https://tigr.link/lightupsg\" target=\"_blank\">Click here to start play</a>","listText":"Join our exclusive \"Light up Your Investing\" campaign with Tiger!Participate in our game and win fantastic prizes worth up to USD 999*!Unveil the allure of various regions as you progress through exciting game levels.But wait, there's more! Along your journey, uncover hidden rewards and unlock exclusive bonuses that will supercharge your investing game!Not only will you gain valuable knowledge and insights, but you'll also compete with fellow investors for the top spot on our leaderboard!Invite your friends and embark on this epic investing adventure together! Let's light up the world of investing with Tiger!Don't miss out on this limited-time opportunity!Campaign period: 6th June to 27th June. *T&amp;Cs apply.👉 <a href=\"https://tigr.link/lightupsg\" target=\"_blank\">Click here to start play</a>","text":"Join our exclusive \"Light up Your Investing\" campaign with Tiger!Participate in our game and win fantastic prizes worth up to USD 999*!Unveil the allure of various regions as you progress through exciting game levels.But wait, there's more! Along your journey, uncover hidden rewards and unlock exclusive bonuses that will supercharge your investing game!Not only will you gain valuable knowledge and insights, but you'll also compete with fellow investors for the top spot on our leaderboard!Invite your friends and embark on this epic investing adventure together! Let's light up the world of investing with Tiger!Don't miss out on this limited-time opportunity!Campaign period: 6th June to 27th June. *T&Cs apply.👉 Click here to start play","images":[{"img":"https://community-static.tradeup.com/news/0b6e3d13593eac0f4cc3fdb8b6bf8056","width":"1200","height":"675"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9970552986","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":177,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9961467490,"gmtCreate":1669026277410,"gmtModify":1676538141438,"author":{"id":"4118962342392422","authorId":"4118962342392422","name":"hweeeee","avatar":"https://community-static.tradeup.com/news/93b75885a3f1a67e17e4f33aa01e58ba","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4118962342392422","authorIdStr":"4118962342392422"},"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/9961467490","repostId":"1104062711","repostType":4,"isVote":1,"tweetType":1,"viewCount":347,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9914145328,"gmtCreate":1665210240065,"gmtModify":1676537574125,"author":{"id":"4118962342392422","authorId":"4118962342392422","name":"hweeeee","avatar":"https://community-static.tradeup.com/news/93b75885a3f1a67e17e4f33aa01e58ba","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4118962342392422","authorIdStr":"4118962342392422"},"themes":[],"htmlText":"👍🏽","listText":"👍🏽","text":"👍🏽","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9914145328","repostId":"2273833362","repostType":4,"repost":{"id":"2273833362","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":1665186683,"share":"https://ttm.financial/m/news/2273833362?lang=&edition=fundamental","pubTime":"2022-10-08 07:51","market":"us","language":"en","title":"Twitter-Elon Musk Deal Has Offered Investors Several Big Opportunities","url":"https://stock-news.laohu8.com/highlight/detail?id=2273833362","media":"Dow Jones","summary":"A host of investors bet  on Twitter stock as the shares fell after Elon Musk pulled away from his in","content":"<html><head></head><body><p>A host of investors bet  on Twitter stock as the shares fell after Elon Musk pulled away from his initial offer to buy the social media giant. Why? Record profits stood to be made.</p><p>The outcome of the deal remains in doubt, even after Mr. Musk&#39;s surprising proposal earlier this week  to close it as originally approved after months trying to step away. Some investors have already cashed in.</p><p>But the opportunity for those willing to bet Twitter might get the full price after all was massive, according to Morgan Ricks, a Vanderbilt Law School professor who specializes in financial regulation:</p><p>-- Should the Twitter-Musk saga end with a buyout at the proposed price, $54.20, according to Mr. Ricks, it&#39;ll mark the second-biggest arbitrage opportunity for a cash buyout of at least $1 billion since at least 1996.</p><p>&#34;Prior to Tuesday, the market had been pricing in a roughly 50/50 chance of the deal going through,&#34; Mr. Ricks said.</p><p>At one point, the difference between Twitter&#39;s stock price and Mr. Musk&#39;s original offer was 66%, below the 76% record set by Blackstone Group&#39;s 2019 purchase of Tallgrass Energy.</p><p>The cost of that deal, however, was roughly $3.5 billion, far from the potential $44 billion bill for Twitter.</p><p><img src=\"https://static.tigerbbs.com/88d2b85b17b20c85bf1c251838939843\" tg-width=\"704\" tg-height=\"718\" width=\"100%\" height=\"auto\"/></p><p>Investors like Carl Icahn, Daniel Loeb&#39;s Third Point LLC, and D.E. Shaw Group have already profited from wagers on Twitter shares], which give the right to purchase shares at a specific price by a certain date. Some investors took a third route: convertible-bond arbitrage.</p><p>Doug Fincher, a portfolio manager at $3.8 billion hedge fund group Ionic Capital Management, said his fund bought Twitter&#39;s low-yielding convertible bonds, which could be changed into stock if Musk&#39;s deal went through.</p><p>-- Ionic&#39;s trade bet that the price of a bond expiring in 2026 would increase from the the mid-$80s, where it sat in April after cracks emerged in the likelihood of closure, to near $100 should the deal complete. Mr. Fincher said his firm sold its bonds when the price hit $98 on Tuesday after reports that Musk was willing to purchase the company at the original price.</p><p><img src=\"https://static.tigerbbs.com/d541f8ec5d15576cd58bb03b82751d0e\" tg-width=\"853\" tg-height=\"656\" 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>Twitter-Elon Musk Deal Has Offered Investors Several Big Opportunities</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\">\nTwitter-Elon Musk Deal Has Offered Investors Several Big Opportunities\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\">2022-10-08 07:51</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>A host of investors bet  on Twitter stock as the shares fell after Elon Musk pulled away from his initial offer to buy the social media giant. Why? Record profits stood to be made.</p><p>The outcome of the deal remains in doubt, even after Mr. Musk&#39;s surprising proposal earlier this week  to close it as originally approved after months trying to step away. Some investors have already cashed in.</p><p>But the opportunity for those willing to bet Twitter might get the full price after all was massive, according to Morgan Ricks, a Vanderbilt Law School professor who specializes in financial regulation:</p><p>-- Should the Twitter-Musk saga end with a buyout at the proposed price, $54.20, according to Mr. Ricks, it&#39;ll mark the second-biggest arbitrage opportunity for a cash buyout of at least $1 billion since at least 1996.</p><p>&#34;Prior to Tuesday, the market had been pricing in a roughly 50/50 chance of the deal going through,&#34; Mr. Ricks said.</p><p>At one point, the difference between Twitter&#39;s stock price and Mr. Musk&#39;s original offer was 66%, below the 76% record set by Blackstone Group&#39;s 2019 purchase of Tallgrass Energy.</p><p>The cost of that deal, however, was roughly $3.5 billion, far from the potential $44 billion bill for Twitter.</p><p><img src=\"https://static.tigerbbs.com/88d2b85b17b20c85bf1c251838939843\" tg-width=\"704\" tg-height=\"718\" width=\"100%\" height=\"auto\"/></p><p>Investors like Carl Icahn, Daniel Loeb&#39;s Third Point LLC, and D.E. Shaw Group have already profited from wagers on Twitter shares], which give the right to purchase shares at a specific price by a certain date. Some investors took a third route: convertible-bond arbitrage.</p><p>Doug Fincher, a portfolio manager at $3.8 billion hedge fund group Ionic Capital Management, said his fund bought Twitter&#39;s low-yielding convertible bonds, which could be changed into stock if Musk&#39;s deal went through.</p><p>-- Ionic&#39;s trade bet that the price of a bond expiring in 2026 would increase from the the mid-$80s, where it sat in April after cracks emerged in the likelihood of closure, to near $100 should the deal complete. Mr. Fincher said his firm sold its bonds when the price hit $98 on Tuesday after reports that Musk was willing to purchase the company at the original price.</p><p><img src=\"https://static.tigerbbs.com/d541f8ec5d15576cd58bb03b82751d0e\" tg-width=\"853\" tg-height=\"656\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2273833362","content_text":"A host of investors bet  on Twitter stock as the shares fell after Elon Musk pulled away from his initial offer to buy the social media giant. Why? Record profits stood to be made.The outcome of the deal remains in doubt, even after Mr. Musk's surprising proposal earlier this week  to close it as originally approved after months trying to step away. Some investors have already cashed in.But the opportunity for those willing to bet Twitter might get the full price after all was massive, according to Morgan Ricks, a Vanderbilt Law School professor who specializes in financial regulation:-- Should the Twitter-Musk saga end with a buyout at the proposed price, $54.20, according to Mr. Ricks, it'll mark the second-biggest arbitrage opportunity for a cash buyout of at least $1 billion since at least 1996.\"Prior to Tuesday, the market had been pricing in a roughly 50/50 chance of the deal going through,\" Mr. Ricks said.At one point, the difference between Twitter's stock price and Mr. Musk's original offer was 66%, below the 76% record set by Blackstone Group's 2019 purchase of Tallgrass Energy.The cost of that deal, however, was roughly $3.5 billion, far from the potential $44 billion bill for Twitter.Investors like Carl Icahn, Daniel Loeb's Third Point LLC, and D.E. Shaw Group have already profited from wagers on Twitter shares], which give the right to purchase shares at a specific price by a certain date. Some investors took a third route: convertible-bond arbitrage.Doug Fincher, a portfolio manager at $3.8 billion hedge fund group Ionic Capital Management, said his fund bought Twitter's low-yielding convertible bonds, which could be changed into stock if Musk's deal went through.-- Ionic's trade bet that the price of a bond expiring in 2026 would increase from the the mid-$80s, where it sat in April after cracks emerged in the likelihood of closure, to near $100 should the deal complete. Mr. Fincher said his firm sold its bonds when the price hit $98 on Tuesday after reports that Musk was willing to purchase the company at the original price.","news_type":1},"isVote":1,"tweetType":1,"viewCount":208,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9047117438,"gmtCreate":1656891528224,"gmtModify":1676535909054,"author":{"id":"4118962342392422","authorId":"4118962342392422","name":"hweeeee","avatar":"https://community-static.tradeup.com/news/93b75885a3f1a67e17e4f33aa01e58ba","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4118962342392422","authorIdStr":"4118962342392422"},"themes":[],"htmlText":"recession","listText":"recession","text":"recession","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9047117438","repostId":"1184947522","repostType":2,"isVote":1,"tweetType":1,"viewCount":61,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9913580775,"gmtCreate":1664016974497,"gmtModify":1676537379829,"author":{"id":"4118962342392422","authorId":"4118962342392422","name":"hweeeee","avatar":"https://community-static.tradeup.com/news/93b75885a3f1a67e17e4f33aa01e58ba","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4118962342392422","authorIdStr":"4118962342392422"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9913580775","repostId":"2269657466","repostType":4,"repost":{"id":"2269657466","kind":"highlight","pubTimestamp":1663980236,"share":"https://ttm.financial/m/news/2269657466?lang=&edition=fundamental","pubTime":"2022-09-24 08:43","market":"us","language":"en","title":"Why I'm Not Worried About the Stock Market","url":"https://stock-news.laohu8.com/highlight/detail?id=2269657466","media":"TheStreet","summary":"A lot of scary words have been floating around with \"recession\" and \"inflation\" at the top of the li","content":"<html><head></head><body><p>A lot of scary words have been floating around with &#34;recession&#34; and &#34;inflation&#34; at the top of the list. People are worried about the economy and the Federal Reserve has not been helping as it steadily raises interest rates. That, in theory, acts as a check on inflation, but mostly makes money more expensive which impacts mortgage rates, credit card interest, and really any money people borrow going forward.</p><p>That has driven the Dow Jones Industrial Average steadily downward. The index fell by nearly 500 points on Sept. 23 sending it to a low for 2022. In a broad sense. it&#39;s not just the Dow as the Nasdaq has steadily fallen as well.</p><p>We all know the story and understand the fears, but market fears about what might happen don&#39;t actually track with what&#39;s actually happening in the U.S. economy.</p><h2>The U.S. Economy Has Been Strong</h2><p>Obviously, inflation has hit many lower-income Americans hard. But the employment market remains strong with the unemployment rate sitting at 3.7%. That&#39;s not quite a historical low, but it&#39;s in that range. In addition, there&#39;s exactly one-half of an available job seeker for every available job opening, That actually is a historical low since the Bureau of Labor Statistics has been tracking that data.</p><p>Job openings, however, don&#39;t always mean good jobs, but wages have also been rising in the service industry and even fast food jobs. <a href=\"https://laohu8.com/S/WMT\">Walmart</a>, <a href=\"https://laohu8.com/S/TGT\">Target</a>, <a href=\"https://laohu8.com/S/YUM\">Yum! Brands</a>, <a href=\"https://laohu8.com/S/SBUX\">Starbucks</a>, and a number of other retailers have embraced a $15 minimum wage.</p><p>And, while the employment market remains strong, the flip side of that is rising housing costs coupled with higher mortgage rates. That&#39;s not great news for people buying a house (even if history suggests they still should) but it has a flip side. If you own a house, it has become a fast-rising asset that increases your net worth.</p><p>The economy is, of course, personal. If you can&#39;t find a job or afford to live where you want to, that&#39;s very real. Broadly, however, there are a lot of signs that the economy remains strong and that many of the issues we&#39;re having relate to what might be called a pandemic hangover.</p><h2>Market Drops Are the Best Times to Invest</h2><p>Many of my favorite companies have dropped by 30% or more. I don&#39;t stop believing in <a href=\"https://laohu8.com/S/COST\">Costco</a>, <a href=\"https://laohu8.com/S/DIS\">Walt Disney</a>, or <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>  (just to name a few) because their share prices have fallen. In fact, I look at all three of these companies and how they handled the pandemic and prepared for the future and feel better about them.</p><p>Stock price does not always equate to performance in the short term. Disney, for example, has the best intellectual property (IP) of any entertainment company and has endless pricing power. In fact, if you were offered &#34;every other companies&#39; IP&#34; or Disney&#39;s, you can make  a case to take Disney.</p><p>Costco just delivered one of its highest renewal rates ever (over 92%) and continues to add members, Microsoft has only gotten stronger as it pivots more fully to a software as a service model, yet all three of those companies have seen double digit stock drops this year.</p><p>In a bad market, I cling to the mantra &#34;time in the market beats timing the market.&#34; Now is the time to add to your holdings in really strong companies. Consider that good companies are now on sale, really big sales in some cases, and add strategically to your long-term holdings.</p><p>After you do that, remember that long-term means years. Check in on the companies you own to make sure they have stayed on course, but don&#39;t check your portfolio everyday. A market drop feels bad, but historically, it means nothing. Good companies will recover and investing in them, plus time (maybe a lot of time) is what makes investors rich.</p><p>BY DANIEL KLINE</p></body></html>","source":"thestreet_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>Why I'm Not Worried About the Stock Market</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy I'm Not Worried About the Stock Market\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-24 08:43 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/investing/why-im-not-worried-about-the-stock-market><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>A lot of scary words have been floating around with \"recession\" and \"inflation\" at the top of the list. People are worried about the economy and the Federal Reserve has not been helping as it steadily...</p>\n\n<a href=\"https://www.thestreet.com/investing/why-im-not-worried-about-the-stock-market\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.thestreet.com/investing/why-im-not-worried-about-the-stock-market","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2269657466","content_text":"A lot of scary words have been floating around with \"recession\" and \"inflation\" at the top of the list. People are worried about the economy and the Federal Reserve has not been helping as it steadily raises interest rates. That, in theory, acts as a check on inflation, but mostly makes money more expensive which impacts mortgage rates, credit card interest, and really any money people borrow going forward.That has driven the Dow Jones Industrial Average steadily downward. The index fell by nearly 500 points on Sept. 23 sending it to a low for 2022. In a broad sense. it's not just the Dow as the Nasdaq has steadily fallen as well.We all know the story and understand the fears, but market fears about what might happen don't actually track with what's actually happening in the U.S. economy.The U.S. Economy Has Been StrongObviously, inflation has hit many lower-income Americans hard. But the employment market remains strong with the unemployment rate sitting at 3.7%. That's not quite a historical low, but it's in that range. In addition, there's exactly one-half of an available job seeker for every available job opening, That actually is a historical low since the Bureau of Labor Statistics has been tracking that data.Job openings, however, don't always mean good jobs, but wages have also been rising in the service industry and even fast food jobs. Walmart, Target, Yum! Brands, Starbucks, and a number of other retailers have embraced a $15 minimum wage.And, while the employment market remains strong, the flip side of that is rising housing costs coupled with higher mortgage rates. That's not great news for people buying a house (even if history suggests they still should) but it has a flip side. If you own a house, it has become a fast-rising asset that increases your net worth.The economy is, of course, personal. If you can't find a job or afford to live where you want to, that's very real. Broadly, however, there are a lot of signs that the economy remains strong and that many of the issues we're having relate to what might be called a pandemic hangover.Market Drops Are the Best Times to InvestMany of my favorite companies have dropped by 30% or more. I don't stop believing in Costco, Walt Disney, or Microsoft  (just to name a few) because their share prices have fallen. In fact, I look at all three of these companies and how they handled the pandemic and prepared for the future and feel better about them.Stock price does not always equate to performance in the short term. Disney, for example, has the best intellectual property (IP) of any entertainment company and has endless pricing power. In fact, if you were offered \"every other companies' IP\" or Disney's, you can make  a case to take Disney.Costco just delivered one of its highest renewal rates ever (over 92%) and continues to add members, Microsoft has only gotten stronger as it pivots more fully to a software as a service model, yet all three of those companies have seen double digit stock drops this year.In a bad market, I cling to the mantra \"time in the market beats timing the market.\" Now is the time to add to your holdings in really strong companies. Consider that good companies are now on sale, really big sales in some cases, and add strategically to your long-term holdings.After you do that, remember that long-term means years. Check in on the companies you own to make sure they have stayed on course, but don't check your portfolio everyday. A market drop feels bad, but historically, it means nothing. Good companies will recover and investing in them, plus time (maybe a lot of time) is what makes investors rich.BY DANIEL KLINE","news_type":1},"isVote":1,"tweetType":1,"viewCount":242,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9935758276,"gmtCreate":1663144940595,"gmtModify":1676537213819,"author":{"id":"4118962342392422","authorId":"4118962342392422","name":"hweeeee","avatar":"https://community-static.tradeup.com/news/93b75885a3f1a67e17e4f33aa01e58ba","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4118962342392422","authorIdStr":"4118962342392422"},"themes":[],"htmlText":"👍🏽","listText":"👍🏽","text":"👍🏽","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9935758276","repostId":"1177854069","repostType":4,"isVote":1,"tweetType":1,"viewCount":85,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9930637916,"gmtCreate":1661947761738,"gmtModify":1676536609557,"author":{"id":"4118962342392422","authorId":"4118962342392422","name":"hweeeee","avatar":"https://community-static.tradeup.com/news/93b75885a3f1a67e17e4f33aa01e58ba","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4118962342392422","authorIdStr":"4118962342392422"},"themes":[],"htmlText":"👍🏽","listText":"👍🏽","text":"👍🏽","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9930637916","repostId":"1111259872","repostType":4,"isVote":1,"tweetType":1,"viewCount":83,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9991850760,"gmtCreate":1660811073254,"gmtModify":1676536404004,"author":{"id":"4118962342392422","authorId":"4118962342392422","name":"hweeeee","avatar":"https://community-static.tradeup.com/news/93b75885a3f1a67e17e4f33aa01e58ba","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4118962342392422","authorIdStr":"4118962342392422"},"themes":[],"htmlText":"👍🏽","listText":"👍🏽","text":"👍🏽","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9991850760","repostId":"1168196811","repostType":4,"isVote":1,"tweetType":1,"viewCount":262,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9999914590,"gmtCreate":1660449007813,"gmtModify":1676533473053,"author":{"id":"4118962342392422","authorId":"4118962342392422","name":"hweeeee","avatar":"https://community-static.tradeup.com/news/93b75885a3f1a67e17e4f33aa01e58ba","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4118962342392422","authorIdStr":"4118962342392422"},"themes":[],"htmlText":"Great article! I would like to share it.","listText":"Great article! I would like to share it.","text":"Great article! I would like to share it.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9999914590","repostId":"2259170836","repostType":4,"repost":{"id":"2259170836","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":1660444338,"share":"https://ttm.financial/m/news/2259170836?lang=&edition=fundamental","pubTime":"2022-08-14 10:32","market":"us","language":"en","title":"Meme-Stock Investors Are Back! Sort Of, Anyway","url":"https://stock-news.laohu8.com/highlight/detail?id=2259170836","media":"Dow Jones","summary":"Individual investors have waded back into the stock market after laying low through the worst of thi","content":"<html><head></head><body><p>Individual investors have waded back into the stock market after laying low through the worst of this year&#39;s selloff. But don&#39;t call it a comeback yet.</p><p>So-called retail investors in the last two weeks have ramped up purchases of stocks and bullish call options, helping send meme stocks, such as Bed Bath &amp; Beyond Inc. and AMC Entertainment Holdings Inc., skyrocketing. So far in August, both stocks have logged gains of at least 68%, putting Bed Bath &amp; Beyond on pace for its best month in history.</p><p>The excitement hasn&#39;t been limited just to meme stocks. Earlier this month, small traders&#39; purchases of bullish call options jumped to the highest level since April. Comments have also recently spiked on Reddit&#39;s WallStreetBets forum, a popular online watering hole for amateur traders, according to TopStonks.</p><p>Individual investors have purchased an average of $1.35 billion a day of U.S. stocks and exchange-traded funds on a net basis so far this month, according to Vanda Research through Thursday. That puts their purchases on pace for their highest monthly average since January, the month when the recent bull market peaked.</p><p>The clamor is reminiscent of the speculative fervor that cascaded over markets in 2020 and 2021, when millions of Americans got hooked on trading stocks, options and cryptocurrencies. Stuck at home during the Covid-19 pandemic and flush with stimulus checks, newbie traders banded together on online forums, pushing up shares of favorite stocks. Some made small fortunes. Others lost big.</p><p>This month is different. For one thing, individual investors&#39; activity is still well off the record highs notched last year. Fears about decades-high inflation and a possible future recession continue to loom, confounding professionals and rookies alike on where the stock market might go from here.</p><p>Patricia Steiding, a 59-year-old office manager in California, has her future retirement on her mind, and she worries about inflation eating into her savings.</p><p>Ms. Steiding scooped up shares of meme stocks like AMC and <a href=\"https://laohu8.com/S/FUBO\">fuboTV Inc.</a> last year. This year, when the market turned downward, she took a break from active trading. The best place for her extra cash, she thought? Her retirement account.</p><p>Now she feels ready to start adding positions again in her E*Trade self-directed brokerage account, and she is focused on finding beaten-down stocks that could benefit as consumers keep spending. She is considering buying shares of cruise line Carnival Corp., as well as some airline stocks.</p><p>There seems to be &#34;a little more stability in the market,&#34; Ms. Steiding said.</p><p>Another change from 2020 and 2021: Despite the recent rally, markets are still down for the year, preventing many investors from  pouring in money in the same way they did last year.  The average retail investor is sitting on a paper loss of 21% in their brokerage accounts this year, according to Vanda Research estimates as of Thursday. The S&amp;P 500 is down 10% so far this year.</p><p>What&#39;s more, some of the recent rallies in speculative investments have already fizzled. American depositary receipts of AMTD Digital Inc., a little-known Asian fintech company that became a sensation among individual investors, finished Friday at roughly $192 after soaring to a closing peak of $1,679 less than two weeks earlier.</p><p>Still, analysts say, there are other factors luring investors back in. Stock splits from companies including Amazon.com Inc. and GameStop Corp. have made it cheaper for small investors to scoop up popular stocks. Lower prices across the market have encouraged many to try to buy the dip.</p><p>Those factors may have helped lay the groundwork for individuals&#39; recent interest in speculative stocks, analysts say. And while some small traders have relished in the recent revival of meme-stock mania, others are instead focusing on what they believe will be longer-term wealth-building strategies.</p><p>Arian Adeli, an 18-year-old who is entering college in the Netherlands, dabbled in meme stocks last year, and he is still plowing money into growth stocks and cryptocurrencies. But lately, he has also been focused on buying dividend stocks whose prices have tumbled this year -- even if they aren&#39;t the trendy investment strategy among young traders.</p><p>&#34;It&#39;s a very good opportunity to build a passive income stream,&#34; Mr. Adeli said.</p><p>To be sure, analysts say that much of the market&#39;s recent rally -- the S&amp;P 500 has rebounded 17% since a June 16 bottom -- has been driven by professional investors. Some of them have rapidly unwound bearish wagers. Other money managers are reshuffling portfolios and adding new long positions to capitalize on the recent comeback in growth stocks.</p><p>Jason Goepfert, president of Sundial Capital Research, said a more-staid approach by some individual investors could bode well for the strength of the continuing stock-market rebound, noting that frenzied sentiment among individual investors has often signaled that a rally has gone too far.</p><p>&#34;It&#39;s a good and positive thing to see people come back into the market and that&#39;s going to drive prices higher,&#34; Mr. Goepfert said. &#34;We just don&#39;t want to see it get out of control.&#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>Meme-Stock Investors Are Back! Sort Of, Anyway</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-Stock Investors Are Back! Sort Of, Anyway\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\">2022-08-14 10:32</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Individual investors have waded back into the stock market after laying low through the worst of this year&#39;s selloff. But don&#39;t call it a comeback yet.</p><p>So-called retail investors in the last two weeks have ramped up purchases of stocks and bullish call options, helping send meme stocks, such as Bed Bath &amp; Beyond Inc. and AMC Entertainment Holdings Inc., skyrocketing. So far in August, both stocks have logged gains of at least 68%, putting Bed Bath &amp; Beyond on pace for its best month in history.</p><p>The excitement hasn&#39;t been limited just to meme stocks. Earlier this month, small traders&#39; purchases of bullish call options jumped to the highest level since April. Comments have also recently spiked on Reddit&#39;s WallStreetBets forum, a popular online watering hole for amateur traders, according to TopStonks.</p><p>Individual investors have purchased an average of $1.35 billion a day of U.S. stocks and exchange-traded funds on a net basis so far this month, according to Vanda Research through Thursday. That puts their purchases on pace for their highest monthly average since January, the month when the recent bull market peaked.</p><p>The clamor is reminiscent of the speculative fervor that cascaded over markets in 2020 and 2021, when millions of Americans got hooked on trading stocks, options and cryptocurrencies. Stuck at home during the Covid-19 pandemic and flush with stimulus checks, newbie traders banded together on online forums, pushing up shares of favorite stocks. Some made small fortunes. Others lost big.</p><p>This month is different. For one thing, individual investors&#39; activity is still well off the record highs notched last year. Fears about decades-high inflation and a possible future recession continue to loom, confounding professionals and rookies alike on where the stock market might go from here.</p><p>Patricia Steiding, a 59-year-old office manager in California, has her future retirement on her mind, and she worries about inflation eating into her savings.</p><p>Ms. Steiding scooped up shares of meme stocks like AMC and <a href=\"https://laohu8.com/S/FUBO\">fuboTV Inc.</a> last year. This year, when the market turned downward, she took a break from active trading. The best place for her extra cash, she thought? Her retirement account.</p><p>Now she feels ready to start adding positions again in her E*Trade self-directed brokerage account, and she is focused on finding beaten-down stocks that could benefit as consumers keep spending. She is considering buying shares of cruise line Carnival Corp., as well as some airline stocks.</p><p>There seems to be &#34;a little more stability in the market,&#34; Ms. Steiding said.</p><p>Another change from 2020 and 2021: Despite the recent rally, markets are still down for the year, preventing many investors from  pouring in money in the same way they did last year.  The average retail investor is sitting on a paper loss of 21% in their brokerage accounts this year, according to Vanda Research estimates as of Thursday. The S&amp;P 500 is down 10% so far this year.</p><p>What&#39;s more, some of the recent rallies in speculative investments have already fizzled. American depositary receipts of AMTD Digital Inc., a little-known Asian fintech company that became a sensation among individual investors, finished Friday at roughly $192 after soaring to a closing peak of $1,679 less than two weeks earlier.</p><p>Still, analysts say, there are other factors luring investors back in. Stock splits from companies including Amazon.com Inc. and GameStop Corp. have made it cheaper for small investors to scoop up popular stocks. Lower prices across the market have encouraged many to try to buy the dip.</p><p>Those factors may have helped lay the groundwork for individuals&#39; recent interest in speculative stocks, analysts say. And while some small traders have relished in the recent revival of meme-stock mania, others are instead focusing on what they believe will be longer-term wealth-building strategies.</p><p>Arian Adeli, an 18-year-old who is entering college in the Netherlands, dabbled in meme stocks last year, and he is still plowing money into growth stocks and cryptocurrencies. But lately, he has also been focused on buying dividend stocks whose prices have tumbled this year -- even if they aren&#39;t the trendy investment strategy among young traders.</p><p>&#34;It&#39;s a very good opportunity to build a passive income stream,&#34; Mr. Adeli said.</p><p>To be sure, analysts say that much of the market&#39;s recent rally -- the S&amp;P 500 has rebounded 17% since a June 16 bottom -- has been driven by professional investors. Some of them have rapidly unwound bearish wagers. Other money managers are reshuffling portfolios and adding new long positions to capitalize on the recent comeback in growth stocks.</p><p>Jason Goepfert, president of Sundial Capital Research, said a more-staid approach by some individual investors could bode well for the strength of the continuing stock-market rebound, noting that frenzied sentiment among individual investors has often signaled that a rally has gone too far.</p><p>&#34;It&#39;s a good and positive thing to see people come back into the market and that&#39;s going to drive prices higher,&#34; Mr. Goepfert said. &#34;We just don&#39;t want to see it get out of control.&#34;</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2259170836","content_text":"Individual investors have waded back into the stock market after laying low through the worst of this year's selloff. But don't call it a comeback yet.So-called retail investors in the last two weeks have ramped up purchases of stocks and bullish call options, helping send meme stocks, such as Bed Bath & Beyond Inc. and AMC Entertainment Holdings Inc., skyrocketing. So far in August, both stocks have logged gains of at least 68%, putting Bed Bath & Beyond on pace for its best month in history.The excitement hasn't been limited just to meme stocks. Earlier this month, small traders' purchases of bullish call options jumped to the highest level since April. Comments have also recently spiked on Reddit's WallStreetBets forum, a popular online watering hole for amateur traders, according to TopStonks.Individual investors have purchased an average of $1.35 billion a day of U.S. stocks and exchange-traded funds on a net basis so far this month, according to Vanda Research through Thursday. That puts their purchases on pace for their highest monthly average since January, the month when the recent bull market peaked.The clamor is reminiscent of the speculative fervor that cascaded over markets in 2020 and 2021, when millions of Americans got hooked on trading stocks, options and cryptocurrencies. Stuck at home during the Covid-19 pandemic and flush with stimulus checks, newbie traders banded together on online forums, pushing up shares of favorite stocks. Some made small fortunes. Others lost big.This month is different. For one thing, individual investors' activity is still well off the record highs notched last year. Fears about decades-high inflation and a possible future recession continue to loom, confounding professionals and rookies alike on where the stock market might go from here.Patricia Steiding, a 59-year-old office manager in California, has her future retirement on her mind, and she worries about inflation eating into her savings.Ms. Steiding scooped up shares of meme stocks like AMC and fuboTV Inc. last year. This year, when the market turned downward, she took a break from active trading. The best place for her extra cash, she thought? Her retirement account.Now she feels ready to start adding positions again in her E*Trade self-directed brokerage account, and she is focused on finding beaten-down stocks that could benefit as consumers keep spending. She is considering buying shares of cruise line Carnival Corp., as well as some airline stocks.There seems to be \"a little more stability in the market,\" Ms. Steiding said.Another change from 2020 and 2021: Despite the recent rally, markets are still down for the year, preventing many investors from  pouring in money in the same way they did last year.  The average retail investor is sitting on a paper loss of 21% in their brokerage accounts this year, according to Vanda Research estimates as of Thursday. The S&P 500 is down 10% so far this year.What's more, some of the recent rallies in speculative investments have already fizzled. American depositary receipts of AMTD Digital Inc., a little-known Asian fintech company that became a sensation among individual investors, finished Friday at roughly $192 after soaring to a closing peak of $1,679 less than two weeks earlier.Still, analysts say, there are other factors luring investors back in. Stock splits from companies including Amazon.com Inc. and GameStop Corp. have made it cheaper for small investors to scoop up popular stocks. Lower prices across the market have encouraged many to try to buy the dip.Those factors may have helped lay the groundwork for individuals' recent interest in speculative stocks, analysts say. And while some small traders have relished in the recent revival of meme-stock mania, others are instead focusing on what they believe will be longer-term wealth-building strategies.Arian Adeli, an 18-year-old who is entering college in the Netherlands, dabbled in meme stocks last year, and he is still plowing money into growth stocks and cryptocurrencies. But lately, he has also been focused on buying dividend stocks whose prices have tumbled this year -- even if they aren't the trendy investment strategy among young traders.\"It's a very good opportunity to build a passive income stream,\" Mr. Adeli said.To be sure, analysts say that much of the market's recent rally -- the S&P 500 has rebounded 17% since a June 16 bottom -- has been driven by professional investors. Some of them have rapidly unwound bearish wagers. Other money managers are reshuffling portfolios and adding new long positions to capitalize on the recent comeback in growth stocks.Jason Goepfert, president of Sundial Capital Research, said a more-staid approach by some individual investors could bode well for the strength of the continuing stock-market rebound, noting that frenzied sentiment among individual investors has often signaled that a rally has gone too far.\"It's a good and positive thing to see people come back into the market and that's going to drive prices higher,\" Mr. Goepfert said. \"We just don't want to see it get out of control.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":58,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9904056972,"gmtCreate":1659964807698,"gmtModify":1703476429504,"author":{"id":"4118962342392422","authorId":"4118962342392422","name":"hweeeee","avatar":"https://community-static.tradeup.com/news/93b75885a3f1a67e17e4f33aa01e58ba","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4118962342392422","authorIdStr":"4118962342392422"},"themes":[],"htmlText":"thanks&nbsp;","listText":"thanks&nbsp;","text":"thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9904056972","repostId":"1179326728","repostType":4,"repost":{"id":"1179326728","kind":"news","pubTimestamp":1659972660,"share":"https://ttm.financial/m/news/1179326728?lang=&edition=fundamental","pubTime":"2022-08-08 23:31","market":"us","language":"en","title":"7 Stocks to Avoid in a Recession","url":"https://stock-news.laohu8.com/highlight/detail?id=1179326728","media":"InvestorPlace","summary":"While economic downturns bring opportunities for discount divers, it might be better to avoid these ","content":"<html><head></head><body><ul><li>While economic downturns bring opportunities for discount divers, it might be better to avoid these stocks in a recession.</li><li><b>Toll Brothers</b>(<b><u>TOL</u></b>): Since big-ticket items are usually out of the question during recessions, homebuilding firm Toll Brothers would be incredibly suspect.</li><li><b>Zillow</b>(<b><u>Z</u></b>,<b><u>ZG</u></b>): With rising interest rates pressuring would-be homebuyers, now’s not the time to consider Zillow.</li><li><b>Vroom</b>(<b><u>VRM</u></b>): Although cars represent a necessity, Vroom’s premium on its delivery services makes VRM one of the worst stocks to buy in a recession.</li><li><b>Signet Jewelers</b>(<b><u>SIG</u></b>): With some evidence correlating economic downturns with reduced marriages, Signet Jewelers may be one of the worst stocks to buy in a recession.</li><li><b>Macy’s</b>(<b><u>M</u></b>): As inflation forces households to focus their spending on the essentials, department store giant Macy’s faces an uphill battle.</li><li><b>Ruth’s Hospitality Group</b>(<b><u>RUTH</u></b>): Economic downturns pose huge challenges for premium restaurants, hurting prospects for Ruth’s Hospitality Group.</li><li><b>Lindblad Expeditions</b>(<b><u>LIND</u></b>): With money tight during a recession, fewer people will seek exotic vacations, thus challenging Lindblad Expeditions.</li></ul><p>With recent indicators suggesting that the U.S. is in the middle of a downturn, interest regarding stocks to avoid in a recession has naturally picked up. Though contrarianism is an exciting concept, in many cases, it’s better not to fight the tape. Here, large-scale fundamentals along with common sense are your best friends.</p><p>During the second quarter, the U.S. economy shrank by 0.9%, representing the second consecutive quarter where the economy has contracted. During Q1, the gross domestic product decreased at an annualized rate of 1.6%. Interestingly, while many analysts regard two quarters of back-to-back red ink as a recessionary slump, it’s not an official definition. Nevertheless, investors need to pay attention to the worst stocks to buy in a recession.</p><p>While the non-profit, non-partisan National Bureau of Economic Research will make the official determination of a recession, investors shouldn’t wait for such confirmation. Instead, it’s best to think about protecting your portfolio right now. To help strategize your next moves, take some pieces off the board by being cognizant of the worst stocks to buy in a recession.</p><p><b>Stocks to Avoid in a Recession: Toll Brothers (TOL)</b></p><p>One of the easiest names to identify as a stock to avoid in a recession is homebuilding specialist <b>Toll Brothers</b>(NYSE:<b><u>TOL</u></b>). While people with means saw real estate as an intuitive opportunity last year during a monetary ecosystem of low interest rates, this year, the Federal Reserve’s commitment to attacking inflation with raised borrowing costs bodes poorly for TOL and similar investments.</p><p>The cancellation rate among homebuilders reach 14.5% in June, implying a growing number of people concerned about higher interest rates and the impact they could have on economic viability. As if that news wasn’t bad enough, pending home sales slipped 20%in June versus a year earlier as soaring mortgage rates began taking a toll on Toll Brothers.</p><p>While shares have moved up slightly in the trailing month, the momentum could be largely based on misguided contrarian trading. Fundamentally, higher borrowing costs don’t provide a favorable backdrop for homebuilders, making TOL one of the worst stocks to buy in a recession.</p><p><b>Zillow (Z, ZG)</b></p><p>Although one of the beneficiaries of the initial dynamics associated with Covid-19, <b>Zillow</b>(NASDAQ:<b><u>Z</u></b>, NASDAQ:<b><u>ZG</u></b>) – a technology-driven real estate marketplace firm – is now an embattled organization. On a year-to-date basis, shares of the company’s Class C stock slipped 45%. Zillow’s Class A shares didn’t fare much better, down over 43% during the same period.</p><p>As with Toll Brothers above, the headwinds of higher interest rates and concerns about underlying economic stability represent major distractions for Zillow. Recently, the Federal Reserve lifted the benchmark interest rate by 75 basis points, essentially exacerbating the affordability crisis for prospective homebuyers. In addition, sellers who rushed into the arena may be stubborn about lowering prices, considering that they heard so many stories about buyers bidding up prices well above asking last year.</p><p>In addition, the increasing number of layoffs– especially in the tech sector – suggests that even folks who have the money to participate in real estate are going to back off. If the economy stumbles, there will be better discounts to be had. Thus, Zillow is one of the worst stocks to buy in a recession.</p><p><b>Stocks to Avoid in a Recession: Vroom (VRM)</b></p><p>During any period of economic pressure, purchases toward big-ticket items – homes, cars, boats – are incredibly suspect for obvious reasons. With money harder to come by during deflationary cycles, it’s irresponsible to open your wallet to an unnecessary magnitude. Therefore, this dynamic hurts the case for online used-car retailer <b>Vroom</b>(NASDAQ:<b><u>VRM</u></b>).</p><p>On the other hand, people need cars. According to data cited by the World Economic Forum,76% of American commuters use their personal vehicles to move between home and work, making it the most popular mode of transportation in the U.S. By logical deduction, if the majority of employers recall their workers back to the office, demand for car wills likely increase.</p><p>Therefore, I see both sides of the issue when it comes to the used-car segment. However, VRM is probably one of the worst stocks to buy in a recession because the underlying company must charge a premium for the convenience of delivery services. It’s one cost structure that traditional dealerships don’t have to bother with, making Vroom unfortunately uncompetitive.</p><p><b>Signet Jewelers (SIG)</b></p><p>Emblematic of the human desire for connection and socialization,<b>Signet Jewelers</b>(NYSE:<b><u>SIG</u></b>) may be an ideal choice for investors when underlying circumstances are bullish. Billed as the world’s largest retailer of diamond jewelry, Signet operates under various brands, like Kay Jewelers, Zales and Jared. When people feel good about their finances, they may be more inclined to pop the question to their future life partners.</p><p>But what happens when economic circumstances sour? It’s a complicated issue. Some evidence indicates that as recessions materialize, both divorces and marriage proposals decline, eventually rising when the good times return. However, when it comes to divorces, recessions can both increase breakups due to rising stress and reduce them through exacerbating cost barriers.</p><p>Again, it’s a complicated backdrop. But in my estimation, recessions aren’t great for family planning-related endeavors. Therefore, I would have to peg SIG as one of the worst stocks to buy in a recession.</p><p><b>Stocks to Avoid in a Recession: Macy’s (M)</b></p><p>Based on the available evidence, department store icon <b>Macy’s</b>(NYSE:<b><u>M</u></b>) is sadly one of the worst stocks to buy in a recession. Perhaps the best insight as to why comes from <b>Walmart</b>(NYSE:<b><u>WMT</u></b>). Recently, the CEO of the big-box retailer, Doug McMillon, had this to say about his company:</p><blockquote>The increasing levels of food and fuel inflation are affecting how consumers spend, and while we’ve made good progress clearing hardline categories, apparel in Walmart U.S. is requiring more markdown dollars. We’re now anticipating more pressure on general merchandise in the back half; however, we’re encouraged by the start we’re seeing on school supplies.</blockquote><p>Here’s why the above assessment is problematic for Macy’s and its ilk. Essentially, Walmart is saying that consumers are spending money on the essentials, such as education-related products. However, when it comes to discretionary items like apparel, Walmart is having trouble offloading them.</p><p>Likely, this matter will be even more challenging for Macy’s, which usually deals with higher-end discretionary goods. Therefore, M is one of the worst stocks to buy in a recession.</p><p><b>Ruth’s Hospitality Group (RUTH)</b></p><p>Back when the Covid-19 crisis initially capsized the U.S. economy, <b>Ruth’s Hospitality Group</b>(NASDAQ:<b><u>RUTH</u></b>) – which owns Ruth’s Chris Steak House – suffered a catastrophic drop. With the pandemic forcing government agencies to temporarily shut down non-essential businesses, premium-level restaurateurs faced enormous competition.</p><p>Part of the allure of going to a fancy restaurant is the social experience. Therefore, when various jurisdictions relaxed Covid protocols, RUTH rebounded. However, as inflation rises and economic anxieties mount, investors are starting to have a dim view on the company. Since the start of the year, RUTH is down nearly 9%.</p><p>While it’s difficult to say with absolute certainty that RUTH is one of the worst stocks to buy in a recession, some evidence suggests that the eateries sector will experience a“trade-down market” effect. Basically, consumers will spend down a level or two, making the higher-priced restaurants struggle.</p><p><b>Stocks to Avoid in a Recession: Lindblad Expeditions (LIND)</b></p><p>Specializing in unique vacation experiences, <b>Lindblad Expeditions</b>(NASDAQ:<b><u>LIND</u></b>) facilitates trips to Antarctica and other extreme bucket list destinations. However, with money getting tight, LIND may be one of the worst stocks to buy in a recession.</p><p>Indeed, there’s an argument to be made that Lindblad is a value trap. Sure, LIND may be down more than 45% YTD, initially attracting discount divers to the mix. In addition, certain financial performance metrics – such as growth in the first quarter of this year being nearly 38x – seemingly justify the positive speculation.</p><p>However, Q1’s extraordinary year-over-year growth rate only happened because in the year-ago quarter, sales were only $1.8 million. Further, on a trailing-12-month basis, the revenue tally of $213.2 million is significantly below the run rate seen in 2018 and 2019, which averaged $326.4 million.</p><p>Should economic challenges rise, the expenses associated with Lindblad-facilitated vacations will probably be too much for most consumers to handle.</p></body></html>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>7 Stocks to Avoid in a Recession</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\">\n7 Stocks to Avoid in a Recession\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-08 23:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/08/stocks-to-avoid-in-a-recession/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>While economic downturns bring opportunities for discount divers, it might be better to avoid these stocks in a recession.Toll Brothers(TOL): Since big-ticket items are usually out of the question ...</p>\n\n<a href=\"https://investorplace.com/2022/08/stocks-to-avoid-in-a-recession/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://investorplace.com/2022/08/stocks-to-avoid-in-a-recession/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179326728","content_text":"While economic downturns bring opportunities for discount divers, it might be better to avoid these stocks in a recession.Toll Brothers(TOL): Since big-ticket items are usually out of the question during recessions, homebuilding firm Toll Brothers would be incredibly suspect.Zillow(Z,ZG): With rising interest rates pressuring would-be homebuyers, now’s not the time to consider Zillow.Vroom(VRM): Although cars represent a necessity, Vroom’s premium on its delivery services makes VRM one of the worst stocks to buy in a recession.Signet Jewelers(SIG): With some evidence correlating economic downturns with reduced marriages, Signet Jewelers may be one of the worst stocks to buy in a recession.Macy’s(M): As inflation forces households to focus their spending on the essentials, department store giant Macy’s faces an uphill battle.Ruth’s Hospitality Group(RUTH): Economic downturns pose huge challenges for premium restaurants, hurting prospects for Ruth’s Hospitality Group.Lindblad Expeditions(LIND): With money tight during a recession, fewer people will seek exotic vacations, thus challenging Lindblad Expeditions.With recent indicators suggesting that the U.S. is in the middle of a downturn, interest regarding stocks to avoid in a recession has naturally picked up. Though contrarianism is an exciting concept, in many cases, it’s better not to fight the tape. Here, large-scale fundamentals along with common sense are your best friends.During the second quarter, the U.S. economy shrank by 0.9%, representing the second consecutive quarter where the economy has contracted. During Q1, the gross domestic product decreased at an annualized rate of 1.6%. Interestingly, while many analysts regard two quarters of back-to-back red ink as a recessionary slump, it’s not an official definition. Nevertheless, investors need to pay attention to the worst stocks to buy in a recession.While the non-profit, non-partisan National Bureau of Economic Research will make the official determination of a recession, investors shouldn’t wait for such confirmation. Instead, it’s best to think about protecting your portfolio right now. To help strategize your next moves, take some pieces off the board by being cognizant of the worst stocks to buy in a recession.Stocks to Avoid in a Recession: Toll Brothers (TOL)One of the easiest names to identify as a stock to avoid in a recession is homebuilding specialist Toll Brothers(NYSE:TOL). While people with means saw real estate as an intuitive opportunity last year during a monetary ecosystem of low interest rates, this year, the Federal Reserve’s commitment to attacking inflation with raised borrowing costs bodes poorly for TOL and similar investments.The cancellation rate among homebuilders reach 14.5% in June, implying a growing number of people concerned about higher interest rates and the impact they could have on economic viability. As if that news wasn’t bad enough, pending home sales slipped 20%in June versus a year earlier as soaring mortgage rates began taking a toll on Toll Brothers.While shares have moved up slightly in the trailing month, the momentum could be largely based on misguided contrarian trading. Fundamentally, higher borrowing costs don’t provide a favorable backdrop for homebuilders, making TOL one of the worst stocks to buy in a recession.Zillow (Z, ZG)Although one of the beneficiaries of the initial dynamics associated with Covid-19, Zillow(NASDAQ:Z, NASDAQ:ZG) – a technology-driven real estate marketplace firm – is now an embattled organization. On a year-to-date basis, shares of the company’s Class C stock slipped 45%. Zillow’s Class A shares didn’t fare much better, down over 43% during the same period.As with Toll Brothers above, the headwinds of higher interest rates and concerns about underlying economic stability represent major distractions for Zillow. Recently, the Federal Reserve lifted the benchmark interest rate by 75 basis points, essentially exacerbating the affordability crisis for prospective homebuyers. In addition, sellers who rushed into the arena may be stubborn about lowering prices, considering that they heard so many stories about buyers bidding up prices well above asking last year.In addition, the increasing number of layoffs– especially in the tech sector – suggests that even folks who have the money to participate in real estate are going to back off. If the economy stumbles, there will be better discounts to be had. Thus, Zillow is one of the worst stocks to buy in a recession.Stocks to Avoid in a Recession: Vroom (VRM)During any period of economic pressure, purchases toward big-ticket items – homes, cars, boats – are incredibly suspect for obvious reasons. With money harder to come by during deflationary cycles, it’s irresponsible to open your wallet to an unnecessary magnitude. Therefore, this dynamic hurts the case for online used-car retailer Vroom(NASDAQ:VRM).On the other hand, people need cars. According to data cited by the World Economic Forum,76% of American commuters use their personal vehicles to move between home and work, making it the most popular mode of transportation in the U.S. By logical deduction, if the majority of employers recall their workers back to the office, demand for car wills likely increase.Therefore, I see both sides of the issue when it comes to the used-car segment. However, VRM is probably one of the worst stocks to buy in a recession because the underlying company must charge a premium for the convenience of delivery services. It’s one cost structure that traditional dealerships don’t have to bother with, making Vroom unfortunately uncompetitive.Signet Jewelers (SIG)Emblematic of the human desire for connection and socialization,Signet Jewelers(NYSE:SIG) may be an ideal choice for investors when underlying circumstances are bullish. Billed as the world’s largest retailer of diamond jewelry, Signet operates under various brands, like Kay Jewelers, Zales and Jared. When people feel good about their finances, they may be more inclined to pop the question to their future life partners.But what happens when economic circumstances sour? It’s a complicated issue. Some evidence indicates that as recessions materialize, both divorces and marriage proposals decline, eventually rising when the good times return. However, when it comes to divorces, recessions can both increase breakups due to rising stress and reduce them through exacerbating cost barriers.Again, it’s a complicated backdrop. But in my estimation, recessions aren’t great for family planning-related endeavors. Therefore, I would have to peg SIG as one of the worst stocks to buy in a recession.Stocks to Avoid in a Recession: Macy’s (M)Based on the available evidence, department store icon Macy’s(NYSE:M) is sadly one of the worst stocks to buy in a recession. Perhaps the best insight as to why comes from Walmart(NYSE:WMT). Recently, the CEO of the big-box retailer, Doug McMillon, had this to say about his company:The increasing levels of food and fuel inflation are affecting how consumers spend, and while we’ve made good progress clearing hardline categories, apparel in Walmart U.S. is requiring more markdown dollars. We’re now anticipating more pressure on general merchandise in the back half; however, we’re encouraged by the start we’re seeing on school supplies.Here’s why the above assessment is problematic for Macy’s and its ilk. Essentially, Walmart is saying that consumers are spending money on the essentials, such as education-related products. However, when it comes to discretionary items like apparel, Walmart is having trouble offloading them.Likely, this matter will be even more challenging for Macy’s, which usually deals with higher-end discretionary goods. Therefore, M is one of the worst stocks to buy in a recession.Ruth’s Hospitality Group (RUTH)Back when the Covid-19 crisis initially capsized the U.S. economy, Ruth’s Hospitality Group(NASDAQ:RUTH) – which owns Ruth’s Chris Steak House – suffered a catastrophic drop. With the pandemic forcing government agencies to temporarily shut down non-essential businesses, premium-level restaurateurs faced enormous competition.Part of the allure of going to a fancy restaurant is the social experience. Therefore, when various jurisdictions relaxed Covid protocols, RUTH rebounded. However, as inflation rises and economic anxieties mount, investors are starting to have a dim view on the company. Since the start of the year, RUTH is down nearly 9%.While it’s difficult to say with absolute certainty that RUTH is one of the worst stocks to buy in a recession, some evidence suggests that the eateries sector will experience a“trade-down market” effect. Basically, consumers will spend down a level or two, making the higher-priced restaurants struggle.Stocks to Avoid in a Recession: Lindblad Expeditions (LIND)Specializing in unique vacation experiences, Lindblad Expeditions(NASDAQ:LIND) facilitates trips to Antarctica and other extreme bucket list destinations. However, with money getting tight, LIND may be one of the worst stocks to buy in a recession.Indeed, there’s an argument to be made that Lindblad is a value trap. Sure, LIND may be down more than 45% YTD, initially attracting discount divers to the mix. In addition, certain financial performance metrics – such as growth in the first quarter of this year being nearly 38x – seemingly justify the positive speculation.However, Q1’s extraordinary year-over-year growth rate only happened because in the year-ago quarter, sales were only $1.8 million. Further, on a trailing-12-month basis, the revenue tally of $213.2 million is significantly below the run rate seen in 2018 and 2019, which averaged $326.4 million.Should economic challenges rise, the expenses associated with Lindblad-facilitated vacations will probably be too much for most consumers to handle.","news_type":1},"isVote":1,"tweetType":1,"viewCount":110,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9904058741,"gmtCreate":1659964782786,"gmtModify":1703476429337,"author":{"id":"4118962342392422","authorId":"4118962342392422","name":"hweeeee","avatar":"https://community-static.tradeup.com/news/93b75885a3f1a67e17e4f33aa01e58ba","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4118962342392422","authorIdStr":"4118962342392422"},"themes":[],"htmlText":"👍🏽","listText":"👍🏽","text":"👍🏽","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9904058741","repostId":"1108399916","repostType":4,"isVote":1,"tweetType":1,"viewCount":97,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9987782185,"gmtCreate":1667996798547,"gmtModify":1676537996101,"author":{"id":"4118962342392422","authorId":"4118962342392422","name":"hweeeee","avatar":"https://community-static.tradeup.com/news/93b75885a3f1a67e17e4f33aa01e58ba","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4118962342392422","authorIdStr":"4118962342392422"},"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/9987782185","repostId":"1157692624","repostType":4,"isVote":1,"tweetType":1,"viewCount":316,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9999914145,"gmtCreate":1660448986690,"gmtModify":1676533473044,"author":{"id":"4118962342392422","authorId":"4118962342392422","name":"hweeeee","avatar":"https://community-static.tradeup.com/news/93b75885a3f1a67e17e4f33aa01e58ba","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4118962342392422","authorIdStr":"4118962342392422"},"themes":[],"htmlText":"[smile]&nbsp;","listText":"[smile]&nbsp;","text":"[smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9999914145","repostId":"1110057750","repostType":4,"repost":{"id":"1110057750","kind":"news","pubTimestamp":1660446286,"share":"https://ttm.financial/m/news/1110057750?lang=&edition=fundamental","pubTime":"2022-08-14 11:04","market":"us","language":"en","title":"Alibaba Stock: Follow Masayoshi Son, Not Charlie Munger","url":"https://stock-news.laohu8.com/highlight/detail?id=1110057750","media":"seekingalpha","summary":"SummaryI explain why investors should not repeat the mistakes of Charlie Munger - it is better to fo","content":"<html><head></head><body><p>Summary</p><ul><li>I explain why investors should not repeat the mistakes of Charlie Munger - it is better to follow Softbank&#39;s CEO, Masayoshi Son.</li><li>Mr. Son has decided to reduce his stake in Alibaba from 23.7% to 14.6% - in my opinion, this may create headwinds for BABA in the medium term.</li><li>Investors shouldn&#39;t be fooled by Alibaba&#39;s &#34;low multiples&#34; but to take a broader look at this company and consider all the risks involved.</li><li>Based on a fairly optimistic DCF model, there is a downside of 14% for Alibaba stock.</li><li>The desire to follow the example of Masayoshi Son rather than Charlie Munger seems more logical to me.</li></ul><p>Introduction &amp; Thesis</p><p>On March 24, 2020, Bloomberg wrote about Softbank CEO Masayoshi Son&#39;s plans to sell $14 billion worth of Alibaba shares (NYSE:BABA) to shore up the bank&#39;s businesses, which had been battered by the coronavirus pandemic. This was not the first news of attempts by Masayoshi Son, who was one of the first investors in BABA in 2000, to get rid of the company&#39;s shares - according to a press release from the bank, derivative tradeshave been made since 2016. However, $14 billion in 2020 was quite a large amount, and in the medium term, BABA shares began to correct more than the main benchmarks:</p><p><img src=\"https://static.tigerbbs.com/96b0ceefb3d3bed3af27a07fdd9d3a81\" tg-width=\"635\" tg-height=\"450\" referrerpolicy=\"no-referrer\"/>Now we see that Softbank faced the problem of deflating the bubble in high-growth companies after the Corona crisis, and will now further reduce its stake in Alibaba stock (from the current 23.7% to 14.6% after settling $34 billion in prepaid forward contracts).</p><p>As from the very beginning of my coverage of Alibaba stock here on Seeking Alpha, I still believe that investors should not follow on the heels of Charlie Munger - there are too many risks in buying this stock, both geopolitical (U.S.-China tensions, Taiwan) and economic (China&#39;s GDP growth slowdown and housing crisis). The pressure on BABA&#39;s quotes is likely to continue due to these two factors, and Softbank&#39;s sale of forward contracts for such a large amount may add to the headwinds for shareholders.</p><p>Masayoshi Son vs. Charlie Munger</p><p>One of the most frequently cited arguments for buying BABA after its phenomenal &gt;50% off high dip is the fact that one of the most famous Western investors, Charlie Munger, bought and held the stock. According to the 13-F filings by his Daily Journal Corp, the 98-year-old investor began buying BABA in the first quarter of 2021 and gradually increased his position throughout 2021 (from 165,320 shares in the first quarter to 602,060 shares in the fourth quarter) until he decided to sell half of the position in the first quarter of 2022 and has not touched BABA since (which is interpreted by some as a bullish sign).</p><p>In my subjective opinion, a 50% reduction of BABA&#39;s position in Daily Journal Corp. in the first quarter is already a sign of Mr. Munger&#39;s capitulation, as this act is not typical of his position in BofA (BAC) or Wells Fargo (WFC) - compare the position size as of the last reporting date [link above] with the portfolio at the end of 2013 to see for yourself.</p><p>Concerning the unchanged amount of BABA shares in the last reporting quarter, it should be noted that other positions have also remained unchanged - Munger has simply decided not to buy or sell anything. The great investor of the 20th century will likely continue to get rid of his position in Alibaba stock, in my view, if the risks in China escalate. Remember what he said about Russian stocks many years ago (emphasis added):</p><blockquote>When asked about Russia, Charlie Munger, Warren Buffett’s partner at Berkshire Hathaway (BRK.A) (BRK.B), harrumphed: &#34;<i>We don’t invest in kleptocracies.</i>&#34; One investor famously declared after the market’s meltdown in 1998: &#34;I’d rather eat nuclear waste than invest in Russia.&#34;</blockquote><blockquote>[Source]</blockquote><p>If you have been buying BABA solely on Munger&#39;s moves, then I must warn you: if you look at the performance of his Daily Journal Corp [based on Fintel data from 13-Fs], he has not been able to boast of excessive returns for many years:</p><p><img src=\"https://static.tigerbbs.com/f172b8f0ac1e4673cf5741f21754470d\" tg-width=\"640\" tg-height=\"420\" referrerpolicy=\"no-referrer\"/><b>Important note:</b>the reported value (RV) above should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.However, RV depletion is also an important criterion to consider.</p><p>I think the risks of investing in the Chinese market are becoming more evident every year. While the country&#39;s GDP grew 6-10% annually from the early 1990s until the pandemic began, these risks were ignored by many Western investors. We saw it even more positively when the Chinese GDP began to recover sharply after the 2020 lockdowns. Now, however, the prospects for similar growth rates are vague, as the real estate market, which has largely allowed China to report huge GDP growth rates in the past, is highly leveraged and in crisis, and the country&#39;s overall population is likely to start shrinking due to the low birth rate (which largely precludes the growth of the economy extensively).</p><blockquote>As recently as 2019 the China Academy of Social Sciences expected the population to peak in 2029, at 1.44 billion. The 2019 United Nations Population Prospects report expected the peak later still, in 2031-32, at 1.46 billion.</blockquote><blockquote>The Shanghai Academy of Social Sciences team predicts an annual average decline of 1.1% after 2021, pushing China&#39;s population down to 587 million in 2100, less than half of what it is today.</blockquote><blockquote>[Source]</blockquote><p>The accumulated problems of the Chinese regime drive Xi to continue trying to expand his sole power, because at first glance it seems more reliable to keep everything in one hand. Given the level of corruption in the country, we are dealing with a kleptocratic state - the reason why Munger avoided investing in Russia after 1998.</p><p>Aside from Masayoshi Son being forced to sell his shares in Alibaba, I think Softbank would have dumped its high stake in the company anyway, feeling the pressure from the Communist Party.</p><p>Exactly one year ago, Nikkei Asia published an article citing Son as to how he sees the pressure on China&#39;s tech sector.</p><blockquote>&#34;I strongly believe that China&#39;s AI technology and business model will continue to innovate,&#34; Son said in a news conference. &#34;However, in investment activities, various new regulations have begun, so I want to wait and see what kind of regulations are implemented and what kind of impact they have on the stock market.&#34;</blockquote><blockquote>[Source]</blockquote><p>A year later, he waited, looked around, and decided to reduce his stake in Alibaba from 23.7% to 14.6%.</p><p>This is a smart move that is not about flooding the market with shares all at once - under the terms of the forward contract, Mr. Son will have the right to buy back his BABA shares. However, it is unlikely that he will do so - in any case, we have not seen this happen since 2016. So, in the coming months, there will be a greater supply of Alibaba shares on the market, which will put additional pressure on prices against the backdrop of geopolitical and macroeconomic risks specific to China.</p><p>The company&#39;s financial profile doesn&#39;t help</p><p>The low multiples that made BABA&#39;s stock seem undervalued compared to U.S. tech giants have gotten even lower over the past six months - in line with the stock price:</p><p><img src=\"https://static.tigerbbs.com/a100fa0a41ade258d26db19f27c2313b\" tg-width=\"1280\" tg-height=\"826\" referrerpolicy=\"no-referrer\"/>However, it turned out that this underestimation was evidence of the value trap - the slowdown in economic growth and regulatory problems were making themselves felt. Margins continued their downward trend, and the ratio of EBITDA to sales did not return to the level seen before COVID.</p><p><img src=\"https://static.tigerbbs.com/ceb0944814657934f262b18db7db4ec2\" tg-width=\"1280\" tg-height=\"852\" referrerpolicy=\"no-referrer\"/>Sales and earnings growth did not improve as investors expected, so the denominators for most valuation metrics became smaller than the numerators - Seeking Alpha&#39;s factor grade system changed the valuation metric in a negative direction for the company:</p><p>Readers will rightly wonder why the &#34;Profitability&#34; criterion is still rated &#34;A+&#34; against a backdrop of declining business margins and less than stellar ROE / ROA / ROIC indicators. The answer to this question lies in the elements of this criterion - the company&#39;s cash flow from operations (CFO) is the only reason for this superiority over the rest of the sector:</p><p><img src=\"https://static.tigerbbs.com/9f0ad942e9b19cfbee3de08d1b1b2009\" tg-width=\"640\" tg-height=\"430\" referrerpolicy=\"no-referrer\"/></p><p><img src=\"https://static.tigerbbs.com/98d0b575ede1cd3f09a1e124dd313777\" tg-width=\"360\" tg-height=\"300\" referrerpolicy=\"no-referrer\"/>Indeed, in the Internet and direct marketing retail industry, of which Alibaba is a part, only 58.62% of companies have a positive CFO. Such companies have a CFO to TTM ratio of 7% (median), while BABA has a similar ratio of 17%, making it a true cash cow. However, for a cash cow, the margin of safety of BABA is highly controversial in terms of DCF modeling:</p><p><img src=\"https://static.tigerbbs.com/e33ef5864117b63096db2166e004e764\" tg-width=\"594\" tg-height=\"557\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Even with a fairly optimistic discount rate (10% is low given the risks for the Chinese tech giant) and a very generous assumption of a 15% growth rate over the next 10 years (which is already not the case), there is a downside of 14%, even when adding the tangible book value to the final share price.</p><p>Of course, I could be wrong and the listing of BABA&#39;s shares on the Hong Kong Stock Exchange will create additional demand from investors in mainland China, but it&#39;s not entirely clear what U.S. investors with their ADRs will actually get out of it.</p><p>From this, I conclude that investors shouldn&#39;t be fooled by Alibaba&#39;s &#34;low multiples&#34; but to take a broader look at this company and consider all the risks involved. Then, the desire to follow the example of Masayoshi Son rather than Charlie Munger seems more logical to me.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba Stock: Follow Masayoshi Son, Not Charlie Munger</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\">\nAlibaba Stock: Follow Masayoshi Son, Not Charlie Munger\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-14 11:04 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4533003-alibaba-stock-follow-masayoshi-son-not-charlie-munger?source=apple_sign_in&source=apple_sign_in><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryI explain why investors should not repeat the mistakes of Charlie Munger - it is better to follow Softbank's CEO, Masayoshi Son.Mr. Son has decided to reduce his stake in Alibaba from 23.7% to ...</p>\n\n<a href=\"https://seekingalpha.com/article/4533003-alibaba-stock-follow-masayoshi-son-not-charlie-munger?source=apple_sign_in&source=apple_sign_in\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"https://seekingalpha.com/article/4533003-alibaba-stock-follow-masayoshi-son-not-charlie-munger?source=apple_sign_in&source=apple_sign_in","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1110057750","content_text":"SummaryI explain why investors should not repeat the mistakes of Charlie Munger - it is better to follow Softbank's CEO, Masayoshi Son.Mr. Son has decided to reduce his stake in Alibaba from 23.7% to 14.6% - in my opinion, this may create headwinds for BABA in the medium term.Investors shouldn't be fooled by Alibaba's \"low multiples\" but to take a broader look at this company and consider all the risks involved.Based on a fairly optimistic DCF model, there is a downside of 14% for Alibaba stock.The desire to follow the example of Masayoshi Son rather than Charlie Munger seems more logical to me.Introduction & ThesisOn March 24, 2020, Bloomberg wrote about Softbank CEO Masayoshi Son's plans to sell $14 billion worth of Alibaba shares (NYSE:BABA) to shore up the bank's businesses, which had been battered by the coronavirus pandemic. This was not the first news of attempts by Masayoshi Son, who was one of the first investors in BABA in 2000, to get rid of the company's shares - according to a press release from the bank, derivative tradeshave been made since 2016. However, $14 billion in 2020 was quite a large amount, and in the medium term, BABA shares began to correct more than the main benchmarks:Now we see that Softbank faced the problem of deflating the bubble in high-growth companies after the Corona crisis, and will now further reduce its stake in Alibaba stock (from the current 23.7% to 14.6% after settling $34 billion in prepaid forward contracts).As from the very beginning of my coverage of Alibaba stock here on Seeking Alpha, I still believe that investors should not follow on the heels of Charlie Munger - there are too many risks in buying this stock, both geopolitical (U.S.-China tensions, Taiwan) and economic (China's GDP growth slowdown and housing crisis). The pressure on BABA's quotes is likely to continue due to these two factors, and Softbank's sale of forward contracts for such a large amount may add to the headwinds for shareholders.Masayoshi Son vs. Charlie MungerOne of the most frequently cited arguments for buying BABA after its phenomenal >50% off high dip is the fact that one of the most famous Western investors, Charlie Munger, bought and held the stock. According to the 13-F filings by his Daily Journal Corp, the 98-year-old investor began buying BABA in the first quarter of 2021 and gradually increased his position throughout 2021 (from 165,320 shares in the first quarter to 602,060 shares in the fourth quarter) until he decided to sell half of the position in the first quarter of 2022 and has not touched BABA since (which is interpreted by some as a bullish sign).In my subjective opinion, a 50% reduction of BABA's position in Daily Journal Corp. in the first quarter is already a sign of Mr. Munger's capitulation, as this act is not typical of his position in BofA (BAC) or Wells Fargo (WFC) - compare the position size as of the last reporting date [link above] with the portfolio at the end of 2013 to see for yourself.Concerning the unchanged amount of BABA shares in the last reporting quarter, it should be noted that other positions have also remained unchanged - Munger has simply decided not to buy or sell anything. The great investor of the 20th century will likely continue to get rid of his position in Alibaba stock, in my view, if the risks in China escalate. Remember what he said about Russian stocks many years ago (emphasis added):When asked about Russia, Charlie Munger, Warren Buffett’s partner at Berkshire Hathaway (BRK.A) (BRK.B), harrumphed: \"We don’t invest in kleptocracies.\" One investor famously declared after the market’s meltdown in 1998: \"I’d rather eat nuclear waste than invest in Russia.\"[Source]If you have been buying BABA solely on Munger's moves, then I must warn you: if you look at the performance of his Daily Journal Corp [based on Fintel data from 13-Fs], he has not been able to boast of excessive returns for many years:Important note:the reported value (RV) above should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.However, RV depletion is also an important criterion to consider.I think the risks of investing in the Chinese market are becoming more evident every year. While the country's GDP grew 6-10% annually from the early 1990s until the pandemic began, these risks were ignored by many Western investors. We saw it even more positively when the Chinese GDP began to recover sharply after the 2020 lockdowns. Now, however, the prospects for similar growth rates are vague, as the real estate market, which has largely allowed China to report huge GDP growth rates in the past, is highly leveraged and in crisis, and the country's overall population is likely to start shrinking due to the low birth rate (which largely precludes the growth of the economy extensively).As recently as 2019 the China Academy of Social Sciences expected the population to peak in 2029, at 1.44 billion. The 2019 United Nations Population Prospects report expected the peak later still, in 2031-32, at 1.46 billion.The Shanghai Academy of Social Sciences team predicts an annual average decline of 1.1% after 2021, pushing China's population down to 587 million in 2100, less than half of what it is today.[Source]The accumulated problems of the Chinese regime drive Xi to continue trying to expand his sole power, because at first glance it seems more reliable to keep everything in one hand. Given the level of corruption in the country, we are dealing with a kleptocratic state - the reason why Munger avoided investing in Russia after 1998.Aside from Masayoshi Son being forced to sell his shares in Alibaba, I think Softbank would have dumped its high stake in the company anyway, feeling the pressure from the Communist Party.Exactly one year ago, Nikkei Asia published an article citing Son as to how he sees the pressure on China's tech sector.\"I strongly believe that China's AI technology and business model will continue to innovate,\" Son said in a news conference. \"However, in investment activities, various new regulations have begun, so I want to wait and see what kind of regulations are implemented and what kind of impact they have on the stock market.\"[Source]A year later, he waited, looked around, and decided to reduce his stake in Alibaba from 23.7% to 14.6%.This is a smart move that is not about flooding the market with shares all at once - under the terms of the forward contract, Mr. Son will have the right to buy back his BABA shares. However, it is unlikely that he will do so - in any case, we have not seen this happen since 2016. So, in the coming months, there will be a greater supply of Alibaba shares on the market, which will put additional pressure on prices against the backdrop of geopolitical and macroeconomic risks specific to China.The company's financial profile doesn't helpThe low multiples that made BABA's stock seem undervalued compared to U.S. tech giants have gotten even lower over the past six months - in line with the stock price:However, it turned out that this underestimation was evidence of the value trap - the slowdown in economic growth and regulatory problems were making themselves felt. Margins continued their downward trend, and the ratio of EBITDA to sales did not return to the level seen before COVID.Sales and earnings growth did not improve as investors expected, so the denominators for most valuation metrics became smaller than the numerators - Seeking Alpha's factor grade system changed the valuation metric in a negative direction for the company:Readers will rightly wonder why the \"Profitability\" criterion is still rated \"A+\" against a backdrop of declining business margins and less than stellar ROE / ROA / ROIC indicators. The answer to this question lies in the elements of this criterion - the company's cash flow from operations (CFO) is the only reason for this superiority over the rest of the sector:Indeed, in the Internet and direct marketing retail industry, of which Alibaba is a part, only 58.62% of companies have a positive CFO. Such companies have a CFO to TTM ratio of 7% (median), while BABA has a similar ratio of 17%, making it a true cash cow. However, for a cash cow, the margin of safety of BABA is highly controversial in terms of DCF modeling:Even with a fairly optimistic discount rate (10% is low given the risks for the Chinese tech giant) and a very generous assumption of a 15% growth rate over the next 10 years (which is already not the case), there is a downside of 14%, even when adding the tangible book value to the final share price.Of course, I could be wrong and the listing of BABA's shares on the Hong Kong Stock Exchange will create additional demand from investors in mainland China, but it's not entirely clear what U.S. investors with their ADRs will actually get out of it.From this, I conclude that investors shouldn't be fooled by Alibaba's \"low multiples\" but to take a broader look at this company and consider all the risks involved. Then, the desire to follow the example of Masayoshi Son rather than Charlie Munger seems more logical to me.","news_type":1},"isVote":1,"tweetType":1,"viewCount":69,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9981408886,"gmtCreate":1666576335645,"gmtModify":1676537769997,"author":{"id":"4118962342392422","authorId":"4118962342392422","name":"hweeeee","avatar":"https://community-static.tradeup.com/news/93b75885a3f1a67e17e4f33aa01e58ba","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4118962342392422","authorIdStr":"4118962342392422"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9981408886","repostId":"1134204091","repostType":4,"isVote":1,"tweetType":1,"viewCount":220,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9933352454,"gmtCreate":1662245990278,"gmtModify":1676537021391,"author":{"id":"4118962342392422","authorId":"4118962342392422","name":"hweeeee","avatar":"https://community-static.tradeup.com/news/93b75885a3f1a67e17e4f33aa01e58ba","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4118962342392422","authorIdStr":"4118962342392422"},"themes":[],"htmlText":"👍🏽","listText":"👍🏽","text":"👍🏽","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9933352454","repostId":"1184784977","repostType":4,"repost":{"id":"1184784977","kind":"news","pubTimestamp":1662174038,"share":"https://ttm.financial/m/news/1184784977?lang=&edition=fundamental","pubTime":"2022-09-03 11:00","market":"other","language":"en","title":"September May Bring The S&P 500 Back To Its June Lows","url":"https://stock-news.laohu8.com/highlight/detail?id=1184784977","media":"Seeking Alpha","summary":"SummaryThe S&P 500 has fallen sharply in recent days, as the dovish pivot has vanished.An FOMC meeti","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>The S&amp;P 500 has fallen sharply in recent days, as the dovish pivot has vanished.</li><li>An FOMC meeting and a slew of economic data will make September very volatile.</li><li>Rising rates and uncertainty could put the June lows in play.</li></ul><p>Stocks are off to a turbulent start in September, as the Fed crushed all hopes of a dovish pivot at the Jackson Hole meeting last Friday. To make matters worse, September will hold several key economic data points and an FOMC meeting which could create even more volatility in a seasonally lousy time.</p><p>Today&#39;s job report appeared a bit weaker on the surface due to the rising unemployment rate. However, the jobs data showed that the pace of hiring in the economy is still strong, and wage growth remains elevated, despite rising slower than inflation.</p><p>The increase in unemployment was driven mainly by the number of workers not in the workforce dropping by 613,000 while the population growth increased by 172,000. This increased the civilian labor force by 786,000, with 442,000 finding work and 344,000 moving into the unemployed column. Unemployment didn&#39;t rise because people were losing jobs; unemployment increased because people were pulled into the labor force, perhaps because of solid wage growth, which increased by 5.2% year-over-year.</p><p><img src=\"https://static.tigerbbs.com/b84ce593ffddaaaf877449fe8aa645d2\" tg-width=\"640\" tg-height=\"192\" referrerpolicy=\"no-referrer\"/></p><p>BLS.GOV</p><p>More interesting is that the pace of hiring in the household survey accelerated in August and increased at its fastest rate since March 2022. None of the data from the unemployment report would suggest the Fed is likely to do anything different than it has previously indicated.</p><p><img src=\"https://static.tigerbbs.com/791401f8937b11a9c345764a956dbed6\" tg-width=\"640\" tg-height=\"338\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>Meanwhile, CPI is likely still tracking above 8% for August and September, based on the Cleveland Fed estimates. Currently, estimates are for a year-over-year inflation rate of 8.3% for August, and 8.4% for September. Meanwhile, core CPI is forecast to rise by 6.25% in August and 6.6% in September. The increase in CPI for August would be slightly slower than 8.5% for July, while core CPI would be somewhat faster than the 5.9% y/y change.</p><p><img src=\"https://static.tigerbbs.com/f7e19e82ac100d02e922240146dd66a6\" tg-width=\"640\" tg-height=\"337\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>A rising core CPI and a strong employment report could push the Fed to raise rates by 75 bps in September. While markets are leaning towards a 75 bps rate hike in September, they aren&#39;t convinced, with current odds at just 62%.</p><p><img src=\"https://static.tigerbbs.com/67b0ea44418c49e83255c4d0524d70bb\" tg-width=\"640\" tg-height=\"320\" referrerpolicy=\"no-referrer\"/></p><p>CME Group</p><p>On top of that September tends to be, on average over the past 30 years, the weakest month with an average decline of -0.34%. The declines have been as much as 11%, and the gains have been as much as 8.8%.</p><p><img src=\"https://static.tigerbbs.com/779c427f3192a6ad21f8686b92e742f1\" tg-width=\"640\" tg-height=\"434\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p><b>S&amp;P 500 Valuation Is Rich Versus Bonds</b></p><p>Data and questions around the next Fed meeting will create a lot of volatility in an already weak time of the year. Interest rates have risen dramatically since Jackson Hole, pushing the S&amp;P 500&#39;s valuation to historically high levels relative to the 10-yr yield, with a current spread between the earnings yield and the 10-yr rate now at 2.47%. But given, that spread should be widening because that is what happens when financial conditions tighten, it tells us that stocks are overvalued currently versus bonds.</p><p><img src=\"https://static.tigerbbs.com/fb5d69d23d8cf6e3e3a3fc0d6ef85286\" tg-width=\"640\" tg-height=\"235\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>With a nominal 10-Yr rate hovering around 3.25%, if the spread between the S&amp;P 500 earnings yield and the 10-Yr rate moves up to 3%, it would assume an earnings yield for the S&amp;P 500 of 6.25%, or a PE Ratio of 16, which is about 9% lower than the S&amp;P&#39;s current PE of roughly 17.6. That would equate to a value on the S&amp;P 500 of approximately 3,640 and close to the June lows.</p><p><b>June Lows Are In-Play</b></p><p>The likelihood of the S&amp;P 500 retesting those June lows seems to be increasing, and today&#39;s job data isn&#39;t likely to help. The fact of the matter is that rates are rising, and the August jobs data do not suggest the Fed should slow rate hikes or change its policy path, and the CPI data isn&#39;t likely to either. This means the Fed should remain on course to raise rates to around 4% by the middle of 2023, as the Fed Funds Futures are pricing. Given that, it will be tough for an equity rally to see a sustained advance.</p><p><img src=\"https://static.tigerbbs.com/0df38f9295305d9279da28bfae09f5b1\" tg-width=\"640\" tg-height=\"503\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>As rates continue to price higher, not only will nominal rates climb, but so will real rates, and currently, the 5-year and 10-Yr TIP rates have climbed right back to or above their cycle highs. This means that if real rates are rising, shouldn&#39;t the earnings yield of the S&amp;P 500 be rising too? After all, they have followed each other this closely for the past five years; shouldn&#39;t that continue well into the future?</p><p><img src=\"https://static.tigerbbs.com/7d089ca0d6d95c63abe24819e26ed648\" tg-width=\"640\" tg-height=\"323\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>Unless, of course, you still think the Fed will make a dovish pivot.</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>September May Bring The S&P 500 Back To Its June Lows</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\">\nSeptember May Bring The S&P 500 Back To Its June Lows\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-03 11:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4538702-september-may-bring-the-s-and-p-500-back-to-its-june-lows><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryThe S&P 500 has fallen sharply in recent days, as the dovish pivot has vanished.An FOMC meeting and a slew of economic data will make September very volatile.Rising rates and uncertainty could ...</p>\n\n<a href=\"https://seekingalpha.com/article/4538702-september-may-bring-the-s-and-p-500-back-to-its-june-lows\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index","SPY":"标普500ETF"},"source_url":"https://seekingalpha.com/article/4538702-september-may-bring-the-s-and-p-500-back-to-its-june-lows","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184784977","content_text":"SummaryThe S&P 500 has fallen sharply in recent days, as the dovish pivot has vanished.An FOMC meeting and a slew of economic data will make September very volatile.Rising rates and uncertainty could put the June lows in play.Stocks are off to a turbulent start in September, as the Fed crushed all hopes of a dovish pivot at the Jackson Hole meeting last Friday. To make matters worse, September will hold several key economic data points and an FOMC meeting which could create even more volatility in a seasonally lousy time.Today's job report appeared a bit weaker on the surface due to the rising unemployment rate. However, the jobs data showed that the pace of hiring in the economy is still strong, and wage growth remains elevated, despite rising slower than inflation.The increase in unemployment was driven mainly by the number of workers not in the workforce dropping by 613,000 while the population growth increased by 172,000. This increased the civilian labor force by 786,000, with 442,000 finding work and 344,000 moving into the unemployed column. Unemployment didn't rise because people were losing jobs; unemployment increased because people were pulled into the labor force, perhaps because of solid wage growth, which increased by 5.2% year-over-year.BLS.GOVMore interesting is that the pace of hiring in the household survey accelerated in August and increased at its fastest rate since March 2022. None of the data from the unemployment report would suggest the Fed is likely to do anything different than it has previously indicated.BloombergMeanwhile, CPI is likely still tracking above 8% for August and September, based on the Cleveland Fed estimates. Currently, estimates are for a year-over-year inflation rate of 8.3% for August, and 8.4% for September. Meanwhile, core CPI is forecast to rise by 6.25% in August and 6.6% in September. The increase in CPI for August would be slightly slower than 8.5% for July, while core CPI would be somewhat faster than the 5.9% y/y change.BloombergA rising core CPI and a strong employment report could push the Fed to raise rates by 75 bps in September. While markets are leaning towards a 75 bps rate hike in September, they aren't convinced, with current odds at just 62%.CME GroupOn top of that September tends to be, on average over the past 30 years, the weakest month with an average decline of -0.34%. The declines have been as much as 11%, and the gains have been as much as 8.8%.BloombergS&P 500 Valuation Is Rich Versus BondsData and questions around the next Fed meeting will create a lot of volatility in an already weak time of the year. Interest rates have risen dramatically since Jackson Hole, pushing the S&P 500's valuation to historically high levels relative to the 10-yr yield, with a current spread between the earnings yield and the 10-yr rate now at 2.47%. But given, that spread should be widening because that is what happens when financial conditions tighten, it tells us that stocks are overvalued currently versus bonds.BloombergWith a nominal 10-Yr rate hovering around 3.25%, if the spread between the S&P 500 earnings yield and the 10-Yr rate moves up to 3%, it would assume an earnings yield for the S&P 500 of 6.25%, or a PE Ratio of 16, which is about 9% lower than the S&P's current PE of roughly 17.6. That would equate to a value on the S&P 500 of approximately 3,640 and close to the June lows.June Lows Are In-PlayThe likelihood of the S&P 500 retesting those June lows seems to be increasing, and today's job data isn't likely to help. The fact of the matter is that rates are rising, and the August jobs data do not suggest the Fed should slow rate hikes or change its policy path, and the CPI data isn't likely to either. This means the Fed should remain on course to raise rates to around 4% by the middle of 2023, as the Fed Funds Futures are pricing. Given that, it will be tough for an equity rally to see a sustained advance.BloombergAs rates continue to price higher, not only will nominal rates climb, but so will real rates, and currently, the 5-year and 10-Yr TIP rates have climbed right back to or above their cycle highs. This means that if real rates are rising, shouldn't the earnings yield of the S&P 500 be rising too? After all, they have followed each other this closely for the past five years; shouldn't that continue well into the future?BloombergUnless, of course, you still think the Fed will make a dovish pivot.","news_type":1},"isVote":1,"tweetType":1,"viewCount":77,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9930244385,"gmtCreate":1661985134249,"gmtModify":1676536615089,"author":{"id":"4118962342392422","authorId":"4118962342392422","name":"hweeeee","avatar":"https://community-static.tradeup.com/news/93b75885a3f1a67e17e4f33aa01e58ba","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4118962342392422","authorIdStr":"4118962342392422"},"themes":[],"htmlText":"👍🏽","listText":"👍🏽","text":"👍🏽","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9930244385","repostId":"1164311011","repostType":4,"repost":{"id":"1164311011","kind":"news","pubTimestamp":1661959824,"share":"https://ttm.financial/m/news/1164311011?lang=&edition=fundamental","pubTime":"2022-08-31 23:30","market":"us","language":"en","title":"Powell Abandons Soft Landing Goal as He Seeks Growth Recession","url":"https://stock-news.laohu8.com/highlight/detail?id=1164311011","media":"Bloomberg","summary":"Fed chief wants weak growth, soft jobs market to cut inflation‘It’s a bit like dripping water tortur","content":"<html><head></head><body><ul><li>Fed chief wants weak growth, soft jobs market to cut inflation</li><li>‘It’s a bit like dripping water torture,’ economist Swonk says</li></ul><p>Forget about a soft landing. Federal Reserve Chair Jerome Powell is now aiming for something much more painful for the economy to put an end to elevated inflation. The trouble is, even that may not be enough.</p><p>It’s known to economists by the paradoxical name of a “growth recession.” Unlike a soft landing, it’s a protracted period of meager growth and rising unemployment. But it stops short of an outright contraction of the economy.</p><p>Powell “buried the concept of a soft landing” with his Aug. 26 speech in Jackson Hole, Wyoming, said Diane Swonk, chief economist at KPMG LLP. Now, “the Fed’s goal is to grind inflation down by slowing growth below its potential,” which officials peg at 1.8%.</p><p>“It’s a bit like dripping water torture,” added Swonk, who attended the Fed’s annual Jackson Hole symposium last week. “It is a torturous process but less torturous and less painful than an abrupt recession.”</p><p><img src=\"https://static.tigerbbs.com/7890c48b572b0230d3c1d5b68836e06a\" tg-width=\"698\" tg-height=\"392\" referrerpolicy=\"no-referrer\"/>The shift in Powell’s message got the attention of Wall Street. Stock prices have swooned since the Fed chair vowed to do what it takes to rid the economy of too-high inflation.</p><p>Politicians in Washington took note too. Massachusetts Senator and former Democratic Party presidential hopeful Elizabeth Warren voiced concern that the Fed could tip the economy into a recession, while Senate Republican Party leader Mitch McConnell said a downturn was likely as the central bank raises rates to combat inflation.</p><p>In the archetypal soft landing in 1994-95, the Fed slowed the economy briefly and contained inflation through a doubling of interest rates. But unemployment never really rose. It just stopped falling for a while.</p><p>The late New York University economist Solomon Fabricant coined the term “growth recession” in research published in 1972. While such a scenario may not be as costly as an actual contraction, it poses dangers for the economy nonetheless, he suggested at the time.</p><p>A tiger contained “is not the same as a tiger loose in the streets, but neither is it a paper tiger,” he wrote.</p><p>Powell has seemingly concluded that it will take a tiger -- and not just a soft landing -- to attack America’s pernicious inflation. In his Jackson Hole speech, he said the labor market was “clearly out of balance,” with the demand for workers substantially exceeding the supply. That’s led to rapid wage rises that are incompatible with the Fed’s 2% inflation target.</p><p>“Reducing inflation is likely to require a sustained period of below-trend growth,” Powell said.  “Moreover, there will very likely be some softening of labor market conditions” -- widely seen as a euphemism for higher unemployment.</p><p>Joblessness probably held steady in August at a five-decade low of 3.5% as payroll growth slowed to 300,000 from 528,000 in July, according to the median forecast of economists surveyed by Bloomberg. The monthly data are scheduled to be released by the Labor Department on Friday.</p></body></html>","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>Powell Abandons Soft Landing Goal as He Seeks Growth Recession</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\">\nPowell Abandons Soft Landing Goal as He Seeks Growth Recession\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-31 23:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-08-31/powell-abandons-soft-landing-goal-as-he-seeks-growth-recession?srnd=premium><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Fed chief wants weak growth, soft jobs market to cut inflation‘It’s a bit like dripping water torture,’ economist Swonk saysForget about a soft landing. Federal Reserve Chair Jerome Powell is now ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-08-31/powell-abandons-soft-landing-goal-as-he-seeks-growth-recession?srnd=premium\">Web 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://www.bloomberg.com/news/articles/2022-08-31/powell-abandons-soft-landing-goal-as-he-seeks-growth-recession?srnd=premium","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164311011","content_text":"Fed chief wants weak growth, soft jobs market to cut inflation‘It’s a bit like dripping water torture,’ economist Swonk saysForget about a soft landing. Federal Reserve Chair Jerome Powell is now aiming for something much more painful for the economy to put an end to elevated inflation. The trouble is, even that may not be enough.It’s known to economists by the paradoxical name of a “growth recession.” Unlike a soft landing, it’s a protracted period of meager growth and rising unemployment. But it stops short of an outright contraction of the economy.Powell “buried the concept of a soft landing” with his Aug. 26 speech in Jackson Hole, Wyoming, said Diane Swonk, chief economist at KPMG LLP. Now, “the Fed’s goal is to grind inflation down by slowing growth below its potential,” which officials peg at 1.8%.“It’s a bit like dripping water torture,” added Swonk, who attended the Fed’s annual Jackson Hole symposium last week. “It is a torturous process but less torturous and less painful than an abrupt recession.”The shift in Powell’s message got the attention of Wall Street. Stock prices have swooned since the Fed chair vowed to do what it takes to rid the economy of too-high inflation.Politicians in Washington took note too. Massachusetts Senator and former Democratic Party presidential hopeful Elizabeth Warren voiced concern that the Fed could tip the economy into a recession, while Senate Republican Party leader Mitch McConnell said a downturn was likely as the central bank raises rates to combat inflation.In the archetypal soft landing in 1994-95, the Fed slowed the economy briefly and contained inflation through a doubling of interest rates. But unemployment never really rose. It just stopped falling for a while.The late New York University economist Solomon Fabricant coined the term “growth recession” in research published in 1972. While such a scenario may not be as costly as an actual contraction, it poses dangers for the economy nonetheless, he suggested at the time.A tiger contained “is not the same as a tiger loose in the streets, but neither is it a paper tiger,” he wrote.Powell has seemingly concluded that it will take a tiger -- and not just a soft landing -- to attack America’s pernicious inflation. In his Jackson Hole speech, he said the labor market was “clearly out of balance,” with the demand for workers substantially exceeding the supply. That’s led to rapid wage rises that are incompatible with the Fed’s 2% inflation target.“Reducing inflation is likely to require a sustained period of below-trend growth,” Powell said.  “Moreover, there will very likely be some softening of labor market conditions” -- widely seen as a euphemism for higher unemployment.Joblessness probably held steady in August at a five-decade low of 3.5% as payroll growth slowed to 300,000 from 528,000 in July, according to the median forecast of economists surveyed by Bloomberg. The monthly data are scheduled to be released by the Labor Department on Friday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":112,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9991849550,"gmtCreate":1660813218172,"gmtModify":1676536404314,"author":{"id":"4118962342392422","authorId":"4118962342392422","name":"hweeeee","avatar":"https://community-static.tradeup.com/news/93b75885a3f1a67e17e4f33aa01e58ba","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4118962342392422","authorIdStr":"4118962342392422"},"themes":[],"htmlText":"👍🏽","listText":"👍🏽","text":"👍🏽","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9991849550","repostId":"1126005186","repostType":4,"isVote":1,"tweetType":1,"viewCount":140,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9999914791,"gmtCreate":1660449031216,"gmtModify":1676533473060,"author":{"id":"4118962342392422","authorId":"4118962342392422","name":"hweeeee","avatar":"https://community-static.tradeup.com/news/93b75885a3f1a67e17e4f33aa01e58ba","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4118962342392422","authorIdStr":"4118962342392422"},"themes":[],"htmlText":"👍🏽","listText":"👍🏽","text":"👍🏽","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9999914791","repostId":"2259701262","repostType":4,"isVote":1,"tweetType":1,"viewCount":149,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":203881696317584,"gmtCreate":1690812679924,"gmtModify":1690812683359,"author":{"id":"4118962342392422","authorId":"4118962342392422","name":"hweeeee","avatar":"https://community-static.tradeup.com/news/93b75885a3f1a67e17e4f33aa01e58ba","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4118962342392422","authorIdStr":"4118962342392422"},"themes":[],"htmlText":"t@esla<a href=\"https://ttm.financial/U/4141429963588842/\">@TigerGpt&nbsp;</a>TigerGPT，your new investing superpower&nbsp;<a href=\"https://www.tigerbrokers.com.sg/activity/market/2023/tigerGPT-promotion\">Click to learn more&nbsp;</a>","listText":"t@esla<a href=\"https://ttm.financial/U/4141429963588842/\">@TigerGpt&nbsp;</a>TigerGPT，your new investing superpower&nbsp;<a href=\"https://www.tigerbrokers.com.sg/activity/market/2023/tigerGPT-promotion\">Click to learn more&nbsp;</a>","text":"t@esla@TigerGpt TigerGPT，your new investing superpower Click to learn more","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/203881696317584","isVote":1,"tweetType":1,"viewCount":802,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":203882087780504,"gmtCreate":1690812644240,"gmtModify":1690812647452,"author":{"id":"4118962342392422","authorId":"4118962342392422","name":"hweeeee","avatar":"https://community-static.tradeup.com/news/93b75885a3f1a67e17e4f33aa01e58ba","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4118962342392422","authorIdStr":"4118962342392422"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/U/4141429963588842/\">@TigerGpt&nbsp;</a>TigerGPT，your new investing superpower&nbsp;<a href=\"https://www.tigerbrokers.com.sg/activity/market/2023/tigerGPT-promotion\">Click to learn more&nbsp;</a>","listText":"<a href=\"https://ttm.financial/U/4141429963588842/\">@TigerGpt&nbsp;</a>TigerGPT，your new investing superpower&nbsp;<a href=\"https://www.tigerbrokers.com.sg/activity/market/2023/tigerGPT-promotion\">Click to learn more&nbsp;</a>","text":"@TigerGpt TigerGPT，your new investing superpower Click to learn more","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/203882087780504","isVote":1,"tweetType":1,"viewCount":585,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9914020395,"gmtCreate":1665137698518,"gmtModify":1676537562982,"author":{"id":"4118962342392422","authorId":"4118962342392422","name":"hweeeee","avatar":"https://community-static.tradeup.com/news/93b75885a3f1a67e17e4f33aa01e58ba","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4118962342392422","authorIdStr":"4118962342392422"},"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/9914020395","repostId":"2273804073","repostType":4,"repost":{"id":"2273804073","kind":"highlight","pubTimestamp":1665134327,"share":"https://ttm.financial/m/news/2273804073?lang=&edition=fundamental","pubTime":"2022-10-07 17:18","market":"us","language":"en","title":"Google: If You Are Not Buying Now, When Will You","url":"https://stock-news.laohu8.com/highlight/detail?id=2273804073","media":"Seeking Alpha","summary":"SummaryThe volatility of the market opens up opportunities for long-term investments in quality comp","content":"<html><head></head><body><h2>Summary</h2><ul><li>The volatility of the market opens up opportunities for long-term investments in quality companies.</li><li>Alphabet&#39;s premium valuation is vanishing, while still standing strong.</li><li>Value and growth are in the right position to enjoy a better-than-average return on your investment.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0aa1f1d6bbda376b9127c722b81ee6c4\" tg-width=\"750\" tg-height=\"500\" width=\"100%\" height=\"auto\"/><span>400tmax/iStock Unreleased via Getty Images</span></p><h2>Cash is king, but for how long...</h2><p>Investors who sold their stocks for cash in the beginning of this year have indisputably outperformed investors who have stayed fully invested. Nonetheless, there are risks involved with this strategy. Currencies have the tendency to lose value over time, which particularly has happened more rapidly over the last two years. Money printing was a must to stimulate world economies and to avoid complete chaos. Therefore, holding cash can be unnoticeably dangerous if you hold it for longer than is needed. Furthermore, timing the bottom of a market is extremely difficult and most will miss the train. Dollar cost averaging into the highest quality businesses, which are trading at historical low valuations, could be the play for you.</p><h2>Large caps are struggling</h2><p>The S&amp;P 500 (SP500) has been faring in bear territory, and as a result the high weighted well-known American companies in the index have also been retracting from all-time highs. Bottom fishing season has begun, therefore it is time to see which fish you favor.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6ab857c7e49af0ea158482030286f35f\" tg-width=\"635\" tg-height=\"484\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p><p>Apple (AAPL) is the only company in the list that has been able to keep up with the S&amp;P 500 and all the others have been underperforming. In this article the focus will lay on one of the underperformers Alphabet (NASDAQ:GOOG) (NASDAQ:GOOGL), better known for their platform Google.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2dfec5a8cc225595187c04f756a3c28f\" tg-width=\"635\" tg-height=\"501\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p><h2>The best of both worlds: value and growth</h2><p>The dream of any investor is buying a growing quality business as cheap as possible, because the price you pay will define your future returns. Historically, the valuation of Alphabet is now down to a 9-year low. If the long-term fundamentals of the business remain strong, this could be a great entry point for a position in Alphabet.</p><p>Data by YCharts</p><p>Shareholders of Alphabet can now enjoy a higher than normal free cash flow yield of 5.01%. In the past Alphabet has been trading at a premium yield compared to Apple (AAPL) and Microsoft (MSFT). It is likely that the bearish outlook on advertising spending, due to recession fears, has caused the higher free cash flow yield for both <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> (META) and Alphabet (meaning the price has gone down). On the other hand, Amazon&#39;s (AMZN) free cash flow took a deep dive lately as a result of expenses running up to make and transport consumer goods.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/58a04d2df73052915ec50b931e6ddd3e\" tg-width=\"635\" tg-height=\"484\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p><p>Alphabet has a long standing track record of 20% revenue growth annually. In 2021, the company grew by at least 40% creating an outlier in the track record. Accordingly, it is to be expected to have lower growth into 2022.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/178375c9c2be080e642fe684c2457479\" tg-width=\"640\" tg-height=\"202\" width=\"100%\" height=\"auto\"/><span>Seeking Alpha</span></p><p>Nevertheless, the company still enjoyed a 12.61% revenue growth in Q2 2022 compared to the same quarter last year, which is very impressive knowing that in Q2 2021 revenues also grew 61%. Alphabet&#39;s revenue growth has been outperforming that of the other large caps in the latest quarters.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1d0a0554f4ff4f02ad4943ab4aa65eae\" tg-width=\"635\" tg-height=\"484\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p><p>In addition, Alphabet has a fortress balance sheet that should not be ignored. The company can grow through M&amp;A activity, if organic growth must pose a slowdown. Alphabet is well-known for their excellent M&amp;A strategies, look at how successful YouTube, Android, Waze and many more have gotten. Of course, not all acquisitions were a moonshot, even so Alphabet only needed a handful. Together with Apple and Microsoft, Alphabet&#39;s capital allocation has been on point.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/14c8baba23d21fa7d7c4326e42b8d908\" tg-width=\"635\" tg-height=\"484\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/36cf331394166c0f4e710a72beb1aba5\" tg-width=\"635\" tg-height=\"583\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p><p>In 2022, Alphabet acquired six companies so far to boost their investment portfolio. The business types in the crosshairs of the company are very interesting. A new century of digitalization is forming and Alphabet wants to be in. The focus is on Cybersecurity, AR hardware, AI/Robotics software, Mobile Edge Computing and Air quality monitoring.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2ab4fdabbf97acb8a5e4cd84a60b2032\" tg-width=\"640\" tg-height=\"81\" width=\"100%\" height=\"auto\"/><span>Wikipedia</span></p><h2>Risks</h2><p>Advertising is the largest revenue driver of Alphabet, and for that reason a decrease in advertising spending could be a crucial risk. If a recession hits the economy, a decrease in advertising spending will be imminent. Families and businesses will cut costs as jobs and profitability are on the line. Alphabet has been pausing hiring as it tries to get a view over the current economic situation. The company survived multiple economic downturns, has cut the employee head count before, while maintaining solid revenue growth. The decrease of spending is needed when difficult times are around the corner. Nonetheless, Alphabet has shown resilience in the past.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/25ce7bd02118f2f5a9c1b9e7ae2ec793\" tg-width=\"635\" tg-height=\"433\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p><p>Further, political headwinds all over the world can bring setbacks to the company. Google was fined €2.42 billion (approx. $2.39 billion) for abusing dominance as a search engine. Governments try to keep monopolies in check, and this can damage the growth prospects and the balance sheet of Alphabet.</p><h2>Takeaway</h2><p>I rate Alphabet a Strong Buy at $100 a share. In 10 years, people will still be watching YouTube, using Google Maps and everything else. The company is surrounded by a great moat, which makes Alphabet an all-weather buy. Currently, the stock is trading at a discount compared to previous premium valuation. Alphabet feels like a no-brainer compared to others in the S&amp;P 500, and it is time to take advantage before the tide turns around. The high margin of safety present on Alphabet is hard to find elsewhere.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/057b6992d52d27fa484989a412fbc5e0\" tg-width=\"635\" tg-height=\"552\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></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>Google: If You Are Not Buying Now, When Will You</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\">\nGoogle: If You Are Not Buying Now, When Will You\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-07 17:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4544993-google-stock-buy-now><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryThe volatility of the market opens up opportunities for long-term investments in quality companies.Alphabet's premium valuation is vanishing, while still standing strong.Value and growth are in...</p>\n\n<a href=\"https://seekingalpha.com/article/4544993-google-stock-buy-now\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOG":"谷歌","GOOGL":"谷歌A"},"source_url":"https://seekingalpha.com/article/4544993-google-stock-buy-now","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2273804073","content_text":"SummaryThe volatility of the market opens up opportunities for long-term investments in quality companies.Alphabet's premium valuation is vanishing, while still standing strong.Value and growth are in the right position to enjoy a better-than-average return on your investment.400tmax/iStock Unreleased via Getty ImagesCash is king, but for how long...Investors who sold their stocks for cash in the beginning of this year have indisputably outperformed investors who have stayed fully invested. Nonetheless, there are risks involved with this strategy. Currencies have the tendency to lose value over time, which particularly has happened more rapidly over the last two years. Money printing was a must to stimulate world economies and to avoid complete chaos. Therefore, holding cash can be unnoticeably dangerous if you hold it for longer than is needed. Furthermore, timing the bottom of a market is extremely difficult and most will miss the train. Dollar cost averaging into the highest quality businesses, which are trading at historical low valuations, could be the play for you.Large caps are strugglingThe S&P 500 (SP500) has been faring in bear territory, and as a result the high weighted well-known American companies in the index have also been retracting from all-time highs. Bottom fishing season has begun, therefore it is time to see which fish you favor.Data by YChartsApple (AAPL) is the only company in the list that has been able to keep up with the S&P 500 and all the others have been underperforming. In this article the focus will lay on one of the underperformers Alphabet (NASDAQ:GOOG) (NASDAQ:GOOGL), better known for their platform Google.Data by YChartsThe best of both worlds: value and growthThe dream of any investor is buying a growing quality business as cheap as possible, because the price you pay will define your future returns. Historically, the valuation of Alphabet is now down to a 9-year low. If the long-term fundamentals of the business remain strong, this could be a great entry point for a position in Alphabet.Data by YChartsShareholders of Alphabet can now enjoy a higher than normal free cash flow yield of 5.01%. In the past Alphabet has been trading at a premium yield compared to Apple (AAPL) and Microsoft (MSFT). It is likely that the bearish outlook on advertising spending, due to recession fears, has caused the higher free cash flow yield for both Meta Platforms (META) and Alphabet (meaning the price has gone down). On the other hand, Amazon's (AMZN) free cash flow took a deep dive lately as a result of expenses running up to make and transport consumer goods.Data by YChartsAlphabet has a long standing track record of 20% revenue growth annually. In 2021, the company grew by at least 40% creating an outlier in the track record. Accordingly, it is to be expected to have lower growth into 2022.Seeking AlphaNevertheless, the company still enjoyed a 12.61% revenue growth in Q2 2022 compared to the same quarter last year, which is very impressive knowing that in Q2 2021 revenues also grew 61%. Alphabet's revenue growth has been outperforming that of the other large caps in the latest quarters.Data by YChartsIn addition, Alphabet has a fortress balance sheet that should not be ignored. The company can grow through M&A activity, if organic growth must pose a slowdown. Alphabet is well-known for their excellent M&A strategies, look at how successful YouTube, Android, Waze and many more have gotten. Of course, not all acquisitions were a moonshot, even so Alphabet only needed a handful. Together with Apple and Microsoft, Alphabet's capital allocation has been on point.Data by YChartsData by YChartsIn 2022, Alphabet acquired six companies so far to boost their investment portfolio. The business types in the crosshairs of the company are very interesting. A new century of digitalization is forming and Alphabet wants to be in. The focus is on Cybersecurity, AR hardware, AI/Robotics software, Mobile Edge Computing and Air quality monitoring.WikipediaRisksAdvertising is the largest revenue driver of Alphabet, and for that reason a decrease in advertising spending could be a crucial risk. If a recession hits the economy, a decrease in advertising spending will be imminent. Families and businesses will cut costs as jobs and profitability are on the line. Alphabet has been pausing hiring as it tries to get a view over the current economic situation. The company survived multiple economic downturns, has cut the employee head count before, while maintaining solid revenue growth. The decrease of spending is needed when difficult times are around the corner. Nonetheless, Alphabet has shown resilience in the past.Data by YChartsFurther, political headwinds all over the world can bring setbacks to the company. Google was fined €2.42 billion (approx. $2.39 billion) for abusing dominance as a search engine. Governments try to keep monopolies in check, and this can damage the growth prospects and the balance sheet of Alphabet.TakeawayI rate Alphabet a Strong Buy at $100 a share. In 10 years, people will still be watching YouTube, using Google Maps and everything else. The company is surrounded by a great moat, which makes Alphabet an all-weather buy. Currently, the stock is trading at a discount compared to previous premium valuation. Alphabet feels like a no-brainer compared to others in the S&P 500, and it is time to take advantage before the tide turns around. The high margin of safety present on Alphabet is hard to find elsewhere.Data by YCharts","news_type":1},"isVote":1,"tweetType":1,"viewCount":197,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9913595270,"gmtCreate":1664007719091,"gmtModify":1676537379040,"author":{"id":"4118962342392422","authorId":"4118962342392422","name":"hweeeee","avatar":"https://community-static.tradeup.com/news/93b75885a3f1a67e17e4f33aa01e58ba","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4118962342392422","authorIdStr":"4118962342392422"},"themes":[],"htmlText":"👍🏽","listText":"👍🏽","text":"👍🏽","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9913595270","repostId":"1191965677","repostType":4,"repost":{"id":"1191965677","kind":"news","pubTimestamp":1663982011,"share":"https://ttm.financial/m/news/1191965677?lang=&edition=fundamental","pubTime":"2022-09-24 09:13","market":"us","language":"en","title":"Why Are Oil Stocks XOM, OXY, DVN Down Friday?","url":"https://stock-news.laohu8.com/highlight/detail?id=1191965677","media":"InvestorPlace","summary":"There are three main reasons to answer the question: \"Why are oil stocks down today?\"Oil is under pr","content":"<html><head></head><body><ul><li>There are three main reasons to answer the question: &#34;Why are oil stocks down today?&#34;</li><li>Oil is under pressure due to global recession fears and a rising U.S. dollar -- both of which are bad for energy stocks.</li><li>Lastly, the S&amp;P 500 is under significant pressure on Friday as it nears the 2022 lows, and energy stocks are being dragged down with it.</li></ul><p>Why are oil stocks down today? Well, it surely doesn’t help that the S&amp;P 500 is down more than 2% so far in Friday’s session and that crude oil prices are down almost 6%. That impact is being felt across the energy space today and this week.</p><p>For instance, the <a href=\"https://laohu8.com/S/XLE\">Energy Select Sector SPDR ETF</a> is down 7% on the day. That’s on track for its worst one-day loss since May 9, when it fell 8.4%, and is now down 10.3% for the week. Further, the SPDR S&amp;P Oil &amp; Gas Exploration &amp; Production ETF (NYSEARCA:XOP) is down 8.4% on the day.</p><p>Specifically, <a href=\"https://laohu8.com/S/XOM\">Exxon Mobil</a> is down 5.7% on Friday and is 19.6% off its high. With a $356 billion market capitalization, Exxon is the largest energy company in the U.S.</p><p>Warren Buffett favorite <a href=\"https://laohu8.com/S/OXY\">Occidental Petroleum</a> is down more than 5% today and almost 9% for the week. It’s hitting its lowest level since Aug. 9. Lastly, Devon Energy (NYSE:DVN) is down almost 10% on the day and more than 15% this week.</p><p>However, to answer the question: “Why are oil stocks down today?” We have a somewhat complex answer.</p><h3>So Why Are Oil Stocks Down Today? Three Reasons</h3><p>We’ve gone from worrying about an energy supply shortage to worrying about a demand drop due to a global recession.</p><p>With fears of a recession in the back of everyone’s mind, oil prices are the lowest they’ve been since January. WTI crude hasn’t traded below $80 since Jan. 11 and earlier today, it marked a session low of $78.04.</p><p>Oil prices topped out at $130.50 in early March. At current prices, oil is down more than $52 a barrel, or a whopping 40%.</p><p>On top of falling energy prices, the surging U.S. dollar is acting as a headwind — both for oil prices and stocks. As the Federal Reserve continues to raise interest rates, the dollar continues to strengthen. A strong dollar is a negative for commodities and that can be seen today as oil, natural gas, copper, gold and other assets sink.</p><p>For what it’s worth, the dollar index is hitting its highest levels in 20 years.</p><p>So in essence, it’s more than just a supply imbalance or lack of demand. It’s worries over the global economy and the rising dollar that are sinking oil and energy prices. And if that weren’t enough, lastly, we have the fall in equities prices. The S&amp;P 500 is within 1% of its 2022 low, as the bear market growls and is not sparing any sector at the moment.</p></body></html>","source":"investorplace","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Are Oil Stocks XOM, OXY, DVN Down Friday? </title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Are Oil Stocks XOM, OXY, DVN Down Friday? \n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-24 09:13 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/09/why-are-oil-stocks-xom-oxy-dvn-down-today/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>There are three main reasons to answer the question: \"Why are oil stocks down today?\"Oil is under pressure due to global recession fears and a rising U.S. dollar -- both of which are bad for energy ...</p>\n\n<a href=\"https://investorplace.com/2022/09/why-are-oil-stocks-xom-oxy-dvn-down-today/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XOM":"埃克森美孚","DVN":"德文能源","OXY":"西方石油"},"source_url":"https://investorplace.com/2022/09/why-are-oil-stocks-xom-oxy-dvn-down-today/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191965677","content_text":"There are three main reasons to answer the question: \"Why are oil stocks down today?\"Oil is under pressure due to global recession fears and a rising U.S. dollar -- both of which are bad for energy stocks.Lastly, the S&P 500 is under significant pressure on Friday as it nears the 2022 lows, and energy stocks are being dragged down with it.Why are oil stocks down today? Well, it surely doesn’t help that the S&P 500 is down more than 2% so far in Friday’s session and that crude oil prices are down almost 6%. That impact is being felt across the energy space today and this week.For instance, the Energy Select Sector SPDR ETF is down 7% on the day. That’s on track for its worst one-day loss since May 9, when it fell 8.4%, and is now down 10.3% for the week. Further, the SPDR S&P Oil & Gas Exploration & Production ETF (NYSEARCA:XOP) is down 8.4% on the day.Specifically, Exxon Mobil is down 5.7% on Friday and is 19.6% off its high. With a $356 billion market capitalization, Exxon is the largest energy company in the U.S.Warren Buffett favorite Occidental Petroleum is down more than 5% today and almost 9% for the week. It’s hitting its lowest level since Aug. 9. Lastly, Devon Energy (NYSE:DVN) is down almost 10% on the day and more than 15% this week.However, to answer the question: “Why are oil stocks down today?” We have a somewhat complex answer.So Why Are Oil Stocks Down Today? Three ReasonsWe’ve gone from worrying about an energy supply shortage to worrying about a demand drop due to a global recession.With fears of a recession in the back of everyone’s mind, oil prices are the lowest they’ve been since January. WTI crude hasn’t traded below $80 since Jan. 11 and earlier today, it marked a session low of $78.04.Oil prices topped out at $130.50 in early March. At current prices, oil is down more than $52 a barrel, or a whopping 40%.On top of falling energy prices, the surging U.S. dollar is acting as a headwind — both for oil prices and stocks. As the Federal Reserve continues to raise interest rates, the dollar continues to strengthen. A strong dollar is a negative for commodities and that can be seen today as oil, natural gas, copper, gold and other assets sink.For what it’s worth, the dollar index is hitting its highest levels in 20 years.So in essence, it’s more than just a supply imbalance or lack of demand. It’s worries over the global economy and the rising dollar that are sinking oil and energy prices. And if that weren’t enough, lastly, we have the fall in equities prices. The S&P 500 is within 1% of its 2022 low, as the bear market growls and is not sparing any sector at the moment.","news_type":1},"isVote":1,"tweetType":1,"viewCount":112,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}