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BenjyH2O
BenjyH2O
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2022-03-01
Investor place just salty that they didn't catch the bottom on pltr
Do Not Ignore These Red Flags With Palantir Technologies
Palantir (NYSE:PLTR) has struggled in 2022 thus far, especially when considering the last two turbul
Do Not Ignore These Red Flags With Palantir Technologies
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BenjyH2O
BenjyH2O
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2021-05-28
last night was a great example of this
The Fed Explains Why Stocks Melt-Up In Overnight Trading
By now everyone has seen some iteration of this chart (most recently discussed here), which shows th
The Fed Explains Why Stocks Melt-Up In Overnight Trading
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BenjyH2O
BenjyH2O
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2021-05-04
Good read
A 10% drop or at least a pause could be looming for the S&P 500. Take shelter in these sectors, says veteran strategist
Legendary investor Warren Buffett told his faithful over the weekend that the U.S. economy is “red h
A 10% drop or at least a pause could be looming for the S&P 500. Take shelter in these sectors, says veteran strategist
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BenjyH2O
BenjyH2O
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2021-04-29
Cybersecurity is the future
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place just salty that they didn't catch the bottom on pltr","listText":"Investor place just salty that they didn't catch the bottom on pltr","text":"Investor place just salty that they didn't catch the bottom on pltr","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9039790372","repostId":"1111400762","repostType":4,"repost":{"id":"1111400762","kind":"news","pubTimestamp":1646104232,"share":"https://ttm.financial/m/news/1111400762?lang=en_US&edition=fundamental","pubTime":"2022-03-01 11:10","market":"us","language":"en","title":"Do Not Ignore These Red Flags With Palantir Technologies","url":"https://stock-news.laohu8.com/highlight/detail?id=1111400762","media":"investorplace","summary":"Palantir (NYSE:PLTR) has struggled in 2022 thus far, especially when considering the last two turbul","content":"<div>\n<p>Palantir (NYSE:PLTR) has struggled in 2022 thus far, especially when considering the last two turbulent years its had. PLTR stock opened at $10 when it came public in 2020 and now trades for just a ...</p>\n\n<a href=\"https://investorplace.com/2022/02/do-not-ignore-these-red-flags-with-pltr-stock/\">Source Link</a>\n\n</div>\n","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>Do Not Ignore These Red Flags With Palantir Technologies</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\">\nDo Not Ignore These Red Flags With Palantir Technologies\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-01 11:10 GMT+8 <a href=https://investorplace.com/2022/02/do-not-ignore-these-red-flags-with-pltr-stock/><strong>investorplace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Palantir (NYSE:PLTR) has struggled in 2022 thus far, especially when considering the last two turbulent years its had. PLTR stock opened at $10 when it came public in 2020 and now trades for just a ...</p>\n\n<a href=\"https://investorplace.com/2022/02/do-not-ignore-these-red-flags-with-pltr-stock/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://investorplace.com/2022/02/do-not-ignore-these-red-flags-with-pltr-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111400762","content_text":"Palantir (NYSE:PLTR) has struggled in 2022 thus far, especially when considering the last two turbulent years its had. PLTR stock opened at $10 when it came public in 2020 and now trades for just a dollar more and change. It did go as high as $35 and was taken by a Reddit storm in 2021, but that did not last long.The stock is down 51% over the past year and down 17% in the past few weeks since reporting its fourth-quarter results. It is hitting new lows and is inching closer to a single digit.The company has been secretive about its clients and the work it does. It has several government clients and is consistently growing its commercial client base. But it is still reporting disappointing numbers.So, are the shares worth your money? Personally, I think not. Let’s dig into why PLTR stock is a risk to avoid at all costs.Red Flags to Watch Out ForIt looks like Wall Street is tired of waiting for Palantir to make big moves and show a profit. The company has been in existence for long enough to report a profit and it’s shown its products are useful by bagging multiple government contracts, but the numbers are not impressive. On top of that, competition is rising and PLTR stock valuation is a concern.While the company is trying to diversify sales away from government agencies, it has invested millions in special purpose acquisition companies (SPACs), generating significant revenue. The commercial revenue is not growing at the same pace as government revenue while at the same time seeing a deceleration in government-generated revenue, which will likely impact the bottom line.The company added only $8 million in new government revenue in 2021, compared to an addition of $77 million in 2020. Additionally, it added zero new government customers since 2020. Revenue growth declined from a 34% growth in Q3 to 26% in Q4. This shows that the business is slowing down and the costs are rising, which leaves more room for PLTR stock to fall. Its forward guidance is not impressive either.Ark Investment Is Getting Rid of PLTR StockInterestingly, Cathie Wood’s Ark Investment Management dumped PLTR shares after disappointing results. The investment management firm sold 11 million shares worth $123 million. Ark Invest had about 25 million shares in Palantir before this trade.Wall Street analysts are also downgrading PLTR stock. Citi analyst Tyler Radke has reduced the price target to $10. Further, RBC Analyst Rishi Jaluria also lowered the price target to $9 with an Underperform rating on the shares after the mixed Q4 results.The Bottom Line on PLTR StockI do not think PLTR stock will rebound anytime soon. We may see another low before it starts to rise. Macroeconomic factors are certainly playing a role in the stock’s downfall but that’s giving PLTR stock too much credit. I do not see the extended selloff ending in the near term. Palantir will draw investors’ attention in the future but now is not the time. It will have to improve its profitability to remain at the top of its game.The business may have an impressive list of clients, but that simply will not make the business good. Palantir will have to show its true strength and potential in the fundamentals. Until the company turns profitable, it could continue to lose the trust and interest of investors.There is a lot to love and hate about PLTR stock, but now is not the time to bet your money on it.","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":2112,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":135723577,"gmtCreate":1622186283999,"gmtModify":1704181097513,"author":{"id":"3563082107878036","authorId":"3563082107878036","name":"BenjyH2O","avatar":"https://static.tigerbbs.com/d55f78bf3cbc6fc87beb8156ccf54a36","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563082107878036","idStr":"3563082107878036"},"themes":[],"htmlText":"last night was a great example of this","listText":"last night was a great example of this","text":"last night was a great example of this","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/135723577","repostId":"1135914889","repostType":2,"repost":{"id":"1135914889","kind":"news","pubTimestamp":1622169102,"share":"https://ttm.financial/m/news/1135914889?lang=en_US&edition=fundamental","pubTime":"2021-05-28 10:31","market":"us","language":"en","title":"The Fed Explains Why Stocks Melt-Up In Overnight Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1135914889","media":"zerohedge","summary":"By now everyone has seen some iteration of this chart (most recently discussed here), which shows th","content":"<p>By now everyone has seen some iteration of this chart (most recently discussed here), which shows that whereas stocks are generally flat over longer periods of time during the regular \"cash\", or day session, they tend to melt up during the overnight hours when liquidity is far lower and when the \"pajama trades\" come out and play.</p>\n<p><img src=\"https://static.tigerbbs.com/f6f35b3e516f95ea35d0b5a48b973719\" tg-width=\"500\" tg-height=\"287\">And while there is no single, widely accepted reason for this \"overnight drift\", the post-closed meltup phenomenon has been one of the most popular and recurring strategies in equity markets, with many traders selling spoos when the day session begins and then re-buying at the market close in pursuit of scarce alpha.</p>\n<p>Today,DataTrek's Nicholas Colasgoes right after the $64 trillion question and asks \"<b>why do US stocks so often seem to rally overnight rather than during regular trading hours?\"</b> He answers by pointing to an analysis published today by the New York Fed which has some notable observations and makes an interesting conclusion..</p>\n<p>First, here is what the Fed dubs the “Overnight Drift”. The chart below shows average daily S&P 500 futures returns by hour from 1998 – 2019. The time stamps on the X axis are East Coast US time, starting at 6 pm local. As you can see, the largest returns (when the red line goes parabolic) are from 2am to 3am. During regular trading hours (930 to 1600, right side of the graph) average cumulative returns are basically flat.</p>\n<p><img src=\"https://static.tigerbbs.com/8bff0195f2ddcfa83057abf5b0d8431b\" tg-width=\"500\" tg-height=\"421\"><b>The Fed attributes this “Drift” to US equity market makers absorbing excess supply during selloffs at discounted prices going into the 4:00 pm close, which in turn creates an artificially low S&P closing price.</b>The chart below shows the “Overnight Drift” broken down by days with high “RSV” (Relative Signed Volume, the percent of sell imbalances) versus those with no RSV or negative RSV (lots of buy interest at the close).<b>Sure enough, days with high levels of selling at the close have a more pronounced positive “Overnight Drift”.</b></p>\n<p><img src=\"https://static.tigerbbs.com/14e7c06d0a9ffaff14246b05ed6d472c\" tg-width=\"500\" tg-height=\"436\"><b>Takeaway: to the Fed’s thinking, the Overnight Drift is caused by non-US traders sniffing out artificially discounted closing S&P prices and arbitraging them away (albeit with some risk) before the next trading day in the States.</b>As for a practical takeaway, the first chart we showed you says that on average you’re often better off selling equity positions at the open and putting in your Buy tickets in the middle of the afternoon. Market events can always subvert that approach, of course, but on average it has been a productive rule set to follow.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The Fed Explains Why Stocks Melt-Up In Overnight Trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe Fed Explains Why Stocks Melt-Up In Overnight Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-28 10:31 GMT+8 <a href=https://www.zerohedge.com/markets/fed-explains-why-stocks-melt-overnight-trading><strong>zerohedge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>By now everyone has seen some iteration of this chart (most recently discussed here), which shows that whereas stocks are generally flat over longer periods of time during the regular \"cash\", or day ...</p>\n\n<a href=\"https://www.zerohedge.com/markets/fed-explains-why-stocks-melt-overnight-trading\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index","SPY":"标普500ETF"},"source_url":"https://www.zerohedge.com/markets/fed-explains-why-stocks-melt-overnight-trading","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135914889","content_text":"By now everyone has seen some iteration of this chart (most recently discussed here), which shows that whereas stocks are generally flat over longer periods of time during the regular \"cash\", or day session, they tend to melt up during the overnight hours when liquidity is far lower and when the \"pajama trades\" come out and play.\nAnd while there is no single, widely accepted reason for this \"overnight drift\", the post-closed meltup phenomenon has been one of the most popular and recurring strategies in equity markets, with many traders selling spoos when the day session begins and then re-buying at the market close in pursuit of scarce alpha.\nToday,DataTrek's Nicholas Colasgoes right after the $64 trillion question and asks \"why do US stocks so often seem to rally overnight rather than during regular trading hours?\" He answers by pointing to an analysis published today by the New York Fed which has some notable observations and makes an interesting conclusion..\nFirst, here is what the Fed dubs the “Overnight Drift”. The chart below shows average daily S&P 500 futures returns by hour from 1998 – 2019. The time stamps on the X axis are East Coast US time, starting at 6 pm local. As you can see, the largest returns (when the red line goes parabolic) are from 2am to 3am. During regular trading hours (930 to 1600, right side of the graph) average cumulative returns are basically flat.\nThe Fed attributes this “Drift” to US equity market makers absorbing excess supply during selloffs at discounted prices going into the 4:00 pm close, which in turn creates an artificially low S&P closing price.The chart below shows the “Overnight Drift” broken down by days with high “RSV” (Relative Signed Volume, the percent of sell imbalances) versus those with no RSV or negative RSV (lots of buy interest at the close).Sure enough, days with high levels of selling at the close have a more pronounced positive “Overnight Drift”.\nTakeaway: to the Fed’s thinking, the Overnight Drift is caused by non-US traders sniffing out artificially discounted closing S&P prices and arbitraging them away (albeit with some risk) before the next trading day in the States.As for a practical takeaway, the first chart we showed you says that on average you’re often better off selling equity positions at the open and putting in your Buy tickets in the middle of the afternoon. Market events can always subvert that approach, of course, but on average it has been a productive rule set to follow.","news_type":1,"symbols_score_info":{"SPY":0.9,".SPX":0.9,".DJI":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":2002,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":106387870,"gmtCreate":1620088640590,"gmtModify":1704338415473,"author":{"id":"3563082107878036","authorId":"3563082107878036","name":"BenjyH2O","avatar":"https://static.tigerbbs.com/d55f78bf3cbc6fc87beb8156ccf54a36","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563082107878036","idStr":"3563082107878036"},"themes":[],"htmlText":"Good read ","listText":"Good read ","text":"Good read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/106387870","repostId":"1133315528","repostType":4,"repost":{"id":"1133315528","kind":"news","pubTimestamp":1620042187,"share":"https://ttm.financial/m/news/1133315528?lang=en_US&edition=fundamental","pubTime":"2021-05-03 19:43","market":"us","language":"en","title":"A 10% drop or at least a pause could be looming for the S&P 500. Take shelter in these sectors, says veteran strategist","url":"https://stock-news.laohu8.com/highlight/detail?id=1133315528","media":"MarketWatch","summary":"Legendary investor Warren Buffett told his faithful over the weekend that the U.S. economy is “red h","content":"<p>Legendary investor Warren Buffett told his faithful over the weekend that the U.S. economy is “red hot,” suggesting money in an index fund is better served than picking stocks. That advice comes as investors face what could be a seasonally weak period for equities.</p>\n<p>The “sell in May and go away” adage dictates that from now to October is often a less profitable and more bumpy time for stocks, partly as the weather warms up and big traders spend more time vacationing, leaving behind junior traders and opening the door to volatility.</p>\n<p>A stock hiatus doesn’t seem like a crazy idea right now. Hovering near all-time highs, the S&P 500SPXhas gained for three straight months and the economy is indeed rebounding hard from the pandemic. And pent-up demand for a summer vacation and plenty of vaccines in the U.S., at least, justifies going away for a little while.</p>\n<p>But instead of selling, “curb your enthusiasm” may be better advice to follow for the next six months, says our<b>call of the day</b>from Stifel’s head of institutional equity strategy, Barry Bannister. He predicts the S&P 500 is headed for flat to down 5% to 10% for the next few months.</p>\n<p>He bases that on the “usual seasonality math” that predicted a 26% gain from November to April 30, 2021, while we got a 28% bump. Others have been chiming in on seasonality, such as UBS and LPL Financial who bothurge investors to stick around. Here’s Bannister’s chart:</p>\n<p><img src=\"https://static.tigerbbs.com/0576c02162a56278e017fcb4e61b1d27\" tg-width=\"1259\" tg-height=\"871\">Bannister’s next chart shows how</p>\n<p>His next chart shows this: “A lump-sum of $10,000 (no further contributions) invested in 1950 in the S&P 500 has produced a cumulative return in the 6</p>\n<p>months Nov-1 to the following year’s Apr-30 that is 38 times larger than if invested only in the preceding 6 months May 1 to Oct-31.”</p>\n<p><img src=\"https://static.tigerbbs.com/7f83a6cb9808a84d91079a93eebaccda\" tg-width=\"1260\" tg-height=\"913\">And if things turn out as Bannister expects, he said investors should get investors to get selective about sectors, says Bannister.</p>\n<p>“If May through Oct-2021 is seasonally weak, we note that S&P 500 defensives (staples, healthcare, utilities, telecom services) do typically outperform cyclicals (note cyclicals include technology) in the same period, albeit usually with falling yields. S&P 500 seasonal strength the six months since Nov-1, 2020 also appears to have front-loaded returns, diminishing May-Oct 2021,” he said.</p>\n<p><img src=\"https://static.tigerbbs.com/b6c78a484e65c6e40b1e0a9a05636e9e\" tg-width=\"1259\" tg-height=\"894\">Bannister says if he’s wrong, the “only bubble path” is a much higher price/earnings ratio based on yield repression.” And as for those who “see post-COVID-19 as a ‘Roaring 1920s’ meme,” he noted the market P/E has already reached the Oct-1928 trend-adjusted level, which came just 12 months before the Oct-1929 crash.</p>\n<p><img src=\"https://static.tigerbbs.com/7521a65d7d15bce7deae95818af536bd\" tg-width=\"1260\" tg-height=\"851\"><b>Ethereum is red hot and more data is coming</b></p>\n<p>Taking your eyes off the screens this summer may be less advisable if you’re hot on cryptocurrencies. EthereumETHUSDhas topped $3,000for the first time, with gains outpacing those of bitcoinBTCUSDso far this year. Berkshire Hathaway’s vice chairman Charlie Munger hadnothing good to sayabout cryptos at the shareholder meeting on Saturday.</p>\n<p><img src=\"https://static.tigerbbs.com/8b2c3eb02cf934600c5a66c87eb240e6\" tg-width=\"454\" tg-height=\"210\">Elsewhere, U.S. stock futuresES00are climbing, led by Dow futuresYM00,with Nasdaq futuresNQ00modestly up. European stocksXX:SXXPare rising, with LondonUK:UKXout for a holiday. A bunch of Asian markets were closed, but those that were openfell,as investors fretted about rising COVID-19 cases and low vaccination rates.</p>\n<p>President Joe Biden’s massive proposed spending plan won’t spark inflation, argued Treasury Secretary Janet Yellenon NBC’s “Meet the Press”on Sunday. Federal Reserve Chairman Jerome Powell will be speaking at the Just Economy conference on Monday, discussing community development.</p>\n<p>The Markit final April manufacturing purchasing managers index is on tap, with the Institute for Supply Management’s April manufacturing index and construction spending also ahead, along with auto sales.</p>\n<p>Another busy week for earnings kicks off with do-it-yourself home retailer Lowe’sLOW,makeup giant Estee LauderELand chip supply group ON SemiconductorONexpected to report before the bell on Monday.</p>\n<p>Shares of TeslaTSLAare pitching south after a German trade magazine said production at the electric car maker’s new gigafactory outside Berlinis facing another six-month delay.</p>\n<p>Multinational conglomerate Berkshire HathawayBRKMX:BRKBsaid itswung to a first-quarter profiton stock gains and better results from its insurance business.Among the highlightsfrom Saturday’s shareholder meeting, Chairman and Chief Executive Officer Warren Buffettdefended selling airlines, discussed a“casino”-likestock market, andwarned overspecial-purpose acquisition companies</p>\n<p>Telecoms giant VerizonVZis nearing a deal to sell its Yahoo and AOL internet units to private equity group Apollo Global ManagementAPO,the New York Timesand other media outlets reported, citing sources.</p>\n<p>Epic Games and AppleAAPLwillsquare off in court on Monday. The maker of the popular Fortnite online game has accused the iPhone maker of abusing its App Store for anticompetitive purposes.</p>\n<p>The EU is urging the lifting of restrictions on non-essential travel to the region by vaccinated foreign nationals who hail from a country that has a good epidemiological situation.</p>","source":"lsy1603348471595","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>A 10% drop or at least a pause could be looming for the S&P 500. Take shelter in these sectors, says veteran strategist</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\">\nA 10% drop or at least a pause could be looming for the S&P 500. Take shelter in these sectors, says veteran strategist\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-03 19:43 GMT+8 <a href=https://www.marketwatch.com/story/a-10-drop-or-at-least-a-pause-could-be-looming-for-the-s-p-500-take-shelter-in-these-sectors-says-veteran-strategist-11620041385><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Legendary investor Warren Buffett told his faithful over the weekend that the U.S. economy is “red hot,” suggesting money in an index fund is better served than picking stocks. That advice comes as ...</p>\n\n<a href=\"https://www.marketwatch.com/story/a-10-drop-or-at-least-a-pause-could-be-looming-for-the-s-p-500-take-shelter-in-these-sectors-says-veteran-strategist-11620041385\">Source 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",".IXIC":"NASDAQ Composite",".DJI":"道琼斯","SPY":"标普500ETF"},"source_url":"https://www.marketwatch.com/story/a-10-drop-or-at-least-a-pause-could-be-looming-for-the-s-p-500-take-shelter-in-these-sectors-says-veteran-strategist-11620041385","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133315528","content_text":"Legendary investor Warren Buffett told his faithful over the weekend that the U.S. economy is “red hot,” suggesting money in an index fund is better served than picking stocks. That advice comes as investors face what could be a seasonally weak period for equities.\nThe “sell in May and go away” adage dictates that from now to October is often a less profitable and more bumpy time for stocks, partly as the weather warms up and big traders spend more time vacationing, leaving behind junior traders and opening the door to volatility.\nA stock hiatus doesn’t seem like a crazy idea right now. Hovering near all-time highs, the S&P 500SPXhas gained for three straight months and the economy is indeed rebounding hard from the pandemic. And pent-up demand for a summer vacation and plenty of vaccines in the U.S., at least, justifies going away for a little while.\nBut instead of selling, “curb your enthusiasm” may be better advice to follow for the next six months, says ourcall of the dayfrom Stifel’s head of institutional equity strategy, Barry Bannister. He predicts the S&P 500 is headed for flat to down 5% to 10% for the next few months.\nHe bases that on the “usual seasonality math” that predicted a 26% gain from November to April 30, 2021, while we got a 28% bump. Others have been chiming in on seasonality, such as UBS and LPL Financial who bothurge investors to stick around. Here’s Bannister’s chart:\nBannister’s next chart shows how\nHis next chart shows this: “A lump-sum of $10,000 (no further contributions) invested in 1950 in the S&P 500 has produced a cumulative return in the 6\nmonths Nov-1 to the following year’s Apr-30 that is 38 times larger than if invested only in the preceding 6 months May 1 to Oct-31.”\nAnd if things turn out as Bannister expects, he said investors should get investors to get selective about sectors, says Bannister.\n“If May through Oct-2021 is seasonally weak, we note that S&P 500 defensives (staples, healthcare, utilities, telecom services) do typically outperform cyclicals (note cyclicals include technology) in the same period, albeit usually with falling yields. S&P 500 seasonal strength the six months since Nov-1, 2020 also appears to have front-loaded returns, diminishing May-Oct 2021,” he said.\nBannister says if he’s wrong, the “only bubble path” is a much higher price/earnings ratio based on yield repression.” And as for those who “see post-COVID-19 as a ‘Roaring 1920s’ meme,” he noted the market P/E has already reached the Oct-1928 trend-adjusted level, which came just 12 months before the Oct-1929 crash.\nEthereum is red hot and more data is coming\nTaking your eyes off the screens this summer may be less advisable if you’re hot on cryptocurrencies. EthereumETHUSDhas topped $3,000for the first time, with gains outpacing those of bitcoinBTCUSDso far this year. Berkshire Hathaway’s vice chairman Charlie Munger hadnothing good to sayabout cryptos at the shareholder meeting on Saturday.\nElsewhere, U.S. stock futuresES00are climbing, led by Dow futuresYM00,with Nasdaq futuresNQ00modestly up. European stocksXX:SXXPare rising, with LondonUK:UKXout for a holiday. A bunch of Asian markets were closed, but those that were openfell,as investors fretted about rising COVID-19 cases and low vaccination rates.\nPresident Joe Biden’s massive proposed spending plan won’t spark inflation, argued Treasury Secretary Janet Yellenon NBC’s “Meet the Press”on Sunday. Federal Reserve Chairman Jerome Powell will be speaking at the Just Economy conference on Monday, discussing community development.\nThe Markit final April manufacturing purchasing managers index is on tap, with the Institute for Supply Management’s April manufacturing index and construction spending also ahead, along with auto sales.\nAnother busy week for earnings kicks off with do-it-yourself home retailer Lowe’sLOW,makeup giant Estee LauderELand chip supply group ON SemiconductorONexpected to report before the bell on Monday.\nShares of TeslaTSLAare pitching south after a German trade magazine said production at the electric car maker’s new gigafactory outside Berlinis facing another six-month delay.\nMultinational conglomerate Berkshire HathawayBRKMX:BRKBsaid itswung to a first-quarter profiton stock gains and better results from its insurance business.Among the highlightsfrom Saturday’s shareholder meeting, Chairman and Chief Executive Officer Warren Buffettdefended selling airlines, discussed a“casino”-likestock market, andwarned overspecial-purpose acquisition companies\nTelecoms giant VerizonVZis nearing a deal to sell its Yahoo and AOL internet units to private equity group Apollo Global ManagementAPO,the New York Timesand other media outlets reported, citing sources.\nEpic Games and AppleAAPLwillsquare off in court on Monday. The maker of the popular Fortnite online game has accused the iPhone maker of abusing its App Store for anticompetitive purposes.\nThe EU is urging the lifting of restrictions on non-essential travel to the region by vaccinated foreign nationals who hail from a country that has a good epidemiological situation.","news_type":1,"symbols_score_info":{".DJI":0.9,"SPY":0.9,".IXIC":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":2195,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":100484892,"gmtCreate":1619630830216,"gmtModify":1704727129045,"author":{"id":"3563082107878036","authorId":"3563082107878036","name":"BenjyH2O","avatar":"https://static.tigerbbs.com/d55f78bf3cbc6fc87beb8156ccf54a36","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563082107878036","idStr":"3563082107878036"},"themes":[],"htmlText":"Cybersecurity is the future","listText":"Cybersecurity is the future","text":"Cybersecurity is the future","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/100484892","repostId":"1129899601","repostType":4,"isVote":1,"tweetType":1,"viewCount":3587,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}