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2023-10-29

Great ariticle, would you like to share it?

@Tiger_Earnings:Earnings Beats | How Do DXCM and COUR Achieve Surging Users and Beat Estimates?

2023-09-05

Great ariticle, would you like to share it?

@TopdownCharts:Weekly S&P500 ChartStorm - Bull market correction

2023-06-10

Great ariticle, would you like to share it?

@Tiger_comments:[9th Anniv. Quiz] If I hold Nvidia and Microsoft, how to hedge possible pullback?

2021-12-26

Tesla is the future

2021-03-22

Apple

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2021-03-09

Yes indeed safe

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2021-03-09

Nice article

Gold Vs Bitcoin Part 2: Careful What You Wish For

2021-03-09

✌️

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2021-03-08

Informative

Opinion: The inflation tantrum scared investors — here are eight tech stocks to buy when it happens again soon

2021-03-04

Good

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Go to Tiger App to see more news

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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/235462488887408","repostId":"235018384449552","repostType":1,"repost":{"id":235018384449552,"gmtCreate":1698409898654,"gmtModify":1698409906047,"author":{"id":"3527667620927015","authorId":"3527667620927015","name":"Tiger_Earnings","avatar":"https://static.tigerbbs.com/1849fb1fb43d93db3974fd09c5f65ff1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667620927015","authorIdStr":"3527667620927015"},"themes":[],"title":"Earnings Beats | How Do DXCM and COUR Achieve Surging Users and Beat Estimates?","htmlText":"1. <a href=\"https://ttm.financial/S/DXCM\">$DexCom(DXCM)$</a> +17.03%: Real-time continuous glucose monitor bring new customersThe maker of glucose monitoring system&nbsp;DexCom Inc. (DXCM) surged 17% after Q3 earnings significantly exceeded expectations.Adjusted EPS: 50 cents, outperformed the FactSet consensus of 34 cents.Revenue: $975.0 mln, surpassed the expected $939.6 mln.The strong performance was driven by volume growth and new customer additions due to increased awareness of their real-time continuous glucose monitor (CGM).Additionally, the company raised its revenue guidance for 2023, further boosting investor confidence in the stock.2. <a href=\"https://ttm.financial/S/COUR\">$Coursera, Inc.(COUR)$</a> +10.59%: Collaboration with major companies leads to significant increase in pay","listText":"1. <a href=\"https://ttm.financial/S/DXCM\">$DexCom(DXCM)$</a> +17.03%: Real-time continuous glucose monitor bring new customersThe maker of glucose monitoring system&nbsp;DexCom Inc. (DXCM) surged 17% after Q3 earnings significantly exceeded expectations.Adjusted EPS: 50 cents, outperformed the FactSet consensus of 34 cents.Revenue: $975.0 mln, surpassed the expected $939.6 mln.The strong performance was driven by volume growth and new customer additions due to increased awareness of their real-time continuous glucose monitor (CGM).Additionally, the company raised its revenue guidance for 2023, further boosting investor confidence in the stock.2. <a href=\"https://ttm.financial/S/COUR\">$Coursera, Inc.(COUR)$</a> +10.59%: Collaboration with major companies leads to significant increase in pay","text":"1. $DexCom(DXCM)$ +17.03%: Real-time continuous glucose monitor bring new customersThe maker of glucose monitoring system DexCom Inc. (DXCM) surged 17% after Q3 earnings significantly exceeded expectations.Adjusted EPS: 50 cents, outperformed the FactSet consensus of 34 cents.Revenue: $975.0 mln, surpassed the expected $939.6 mln.The strong performance was driven by volume growth and new customer additions due to increased awareness of their real-time continuous glucose monitor (CGM).Additionally, the company raised its revenue guidance for 2023, further boosting investor confidence in the stock.2. $Coursera, Inc.(COUR)$ +10.59%: Collaboration with major companies leads to significant increase in pay","images":[{"img":"https://community-static.tradeup.com/news/698e9da084ed5b48a060cc77524913a7","width":"1080","height":"1080"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/235018384449552","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":452,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":216321547231344,"gmtCreate":1693843592691,"gmtModify":1693843596801,"author":{"id":"3568028719213232","authorId":"3568028719213232","name":"Salish","avatar":"https://static.tigerbbs.com/1bb5e20994e025036b5251c114a86a6c","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3568028719213232","authorIdStr":"3568028719213232"},"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/216321547231344","repostId":"215870146060376","repostType":1,"repost":{"id":215870146060376,"gmtCreate":1693709764602,"gmtModify":1693709989318,"author":{"id":"4119585876197842","authorId":"4119585876197842","name":"TopdownCharts","avatar":"https://community-static.tradeup.com/news/c69065f7f9a5f0bb10b4a86f1e47f9fd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4119585876197842","authorIdStr":"4119585876197842"},"themes":[],"title":"Weekly S&P500 ChartStorm - Bull market correction","htmlText":"Learnings and conclusions from this week’s charts: <a href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$</a> The August price action looks like a bull market correction.However the correction drivers look to be turning down again and the market rebound has stalled at short-term overhead resistance.Seasonal downdrafts are most intense typically in late-Sep/early-Oct.Retail flows, hedge fund positioning, corporate buybacks, analyst earnings estimates are all displaying clear bullish/extreme optimism.Meanwhile the macro remains murky (e.g. from charts this week show JOLTS jobs jitters, student loan payments unpausing).Overall, there’s definitely a case to be made that the August sell-off was a sort of healthy correction, but at the same time, it might be a little healthier if it cleared","listText":"Learnings and conclusions from this week’s charts: <a href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$</a> The August price action looks like a bull market correction.However the correction drivers look to be turning down again and the market rebound has stalled at short-term overhead resistance.Seasonal downdrafts are most intense typically in late-Sep/early-Oct.Retail flows, hedge fund positioning, corporate buybacks, analyst earnings estimates are all displaying clear bullish/extreme optimism.Meanwhile the macro remains murky (e.g. from charts this week show JOLTS jobs jitters, student loan payments unpausing).Overall, there’s definitely a case to be made that the August sell-off was a sort of healthy correction, but at the same time, it might be a little healthier if it cleared","text":"Learnings and conclusions from this week’s charts: $S&P 500(.SPX)$ The August price action looks like a bull market correction.However the correction drivers look to be turning down again and the market rebound has stalled at short-term overhead resistance.Seasonal downdrafts are most intense typically in late-Sep/early-Oct.Retail flows, hedge fund positioning, corporate buybacks, analyst earnings estimates are all displaying clear bullish/extreme optimism.Meanwhile the macro remains murky (e.g. from charts this week show JOLTS jobs jitters, student loan payments unpausing).Overall, there’s definitely a case to be made that the August sell-off was a sort of healthy correction, but at the same time, it might be a little healthier if it cleared","images":[{"img":"https://community-static.tradeup.com/news/fd20d4be953264977adae9287e824836","width":"1456","height":"1380"},{"img":"https://community-static.tradeup.com/news/91e9d1327573b6b1e4e04801770e6556","width":"1456","height":"1324"},{"img":"https://community-static.tradeup.com/news/7e386f88dc7eadd631914cc64ae2c5a1","width":"1265","height":"837"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/215870146060376","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":10,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":333,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":185572042620960,"gmtCreate":1686344949843,"gmtModify":1686344953382,"author":{"id":"3568028719213232","authorId":"3568028719213232","name":"Salish","avatar":"https://static.tigerbbs.com/1bb5e20994e025036b5251c114a86a6c","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3568028719213232","authorIdStr":"3568028719213232"},"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/185572042620960","repostId":"185226726260784","repostType":1,"repost":{"id":185226726260784,"gmtCreate":1686229687924,"gmtModify":1686563144149,"author":{"id":"3501196737273098","authorId":"3501196737273098","name":"Tiger_comments","avatar":"https://community-static.tradeup.com/news/227887b200e9925968650d5db4a8bfb3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3501196737273098","authorIdStr":"3501196737273098"},"themes":[],"title":"[9th Anniv. Quiz] If I hold Nvidia and Microsoft, how to hedge possible pullback?","htmlText":"Has the long-awaited market correction finally begun? Yesterday, technology stocks generally experienced a decline, with prominent AI companies such as <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a> and <a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> dropping by 3%. <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a> closed at $374.75, <a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> closed at $323.38.If I hold tech stocks, how can I hedge against this? This article will introduce three options strategies to hedge against the potential market correction. 1. Buy putYou can purchase put options on Nvidia and Microsoft to provide downside protection. In the event of a pullback, the value of the put options would increase, offsetting some of","listText":"Has the long-awaited market correction finally begun? Yesterday, technology stocks generally experienced a decline, with prominent AI companies such as <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a> and <a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> dropping by 3%. <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a> closed at $374.75, <a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> closed at $323.38.If I hold tech stocks, how can I hedge against this? This article will introduce three options strategies to hedge against the potential market correction. 1. Buy putYou can purchase put options on Nvidia and Microsoft to provide downside protection. In the event of a pullback, the value of the put options would increase, offsetting some of","text":"Has the long-awaited market correction finally begun? Yesterday, technology stocks generally experienced a decline, with prominent AI companies such as $NVIDIA Corp(NVDA)$ and $Microsoft(MSFT)$ dropping by 3%. $NVIDIA Corp(NVDA)$ closed at $374.75, $Microsoft(MSFT)$ closed at $323.38.If I hold tech stocks, how can I hedge against this? This article will introduce three options strategies to hedge against the potential market correction. 1. Buy putYou can purchase put options on Nvidia and Microsoft to provide downside protection. In the event of a pullback, the value of the put options would increase, offsetting some of","images":[{"img":"https://community-static.tradeup.com/news/684a51a49183edfe293d8865d2a6701a","width":"1000","height":"809"},{"img":"https://community-static.tradeup.com/news/396c4be3645ace563faefcfc470f17da","width":"1801","height":"916"},{"img":"https://community-static.tradeup.com/news/f5b0ac3b4cf7edd37690ddecb3b5b443","width":"1080","height":"1403"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/185226726260784","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":347,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9009347228,"gmtCreate":1640533801845,"gmtModify":1676533524754,"author":{"id":"3568028719213232","authorId":"3568028719213232","name":"Salish","avatar":"https://static.tigerbbs.com/1bb5e20994e025036b5251c114a86a6c","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3568028719213232","authorIdStr":"3568028719213232"},"themes":[],"htmlText":"Tesla is the future","listText":"Tesla is the future","text":"Tesla is the future","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9009347228","isVote":1,"tweetType":1,"viewCount":457,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":359208891,"gmtCreate":1616400650113,"gmtModify":1704793506863,"author":{"id":"3568028719213232","authorId":"3568028719213232","name":"Salish","avatar":"https://static.tigerbbs.com/1bb5e20994e025036b5251c114a86a6c","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3568028719213232","authorIdStr":"3568028719213232"},"themes":[],"htmlText":"Apple&nbsp;","listText":"Apple&nbsp;","text":"Apple","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/359208891","repostId":"2121144610","repostType":4,"isVote":1,"tweetType":1,"viewCount":931,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":323960832,"gmtCreate":1615299425726,"gmtModify":1704780789932,"author":{"id":"3568028719213232","authorId":"3568028719213232","name":"Salish","avatar":"https://static.tigerbbs.com/1bb5e20994e025036b5251c114a86a6c","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3568028719213232","authorIdStr":"3568028719213232"},"themes":[],"htmlText":"Yes indeed safe","listText":"Yes indeed safe","text":"Yes indeed safe","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/323960832","repostId":"1111423037","repostType":4,"isVote":1,"tweetType":1,"viewCount":541,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":329562198,"gmtCreate":1615259711914,"gmtModify":1704780250484,"author":{"id":"3568028719213232","authorId":"3568028719213232","name":"Salish","avatar":"https://static.tigerbbs.com/1bb5e20994e025036b5251c114a86a6c","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3568028719213232","authorIdStr":"3568028719213232"},"themes":[],"htmlText":"Nice article","listText":"Nice article","text":"Nice article","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/329562198","repostId":"1158047033","repostType":4,"repost":{"id":"1158047033","pubTimestamp":1615258557,"share":"https://ttm.financial/m/news/1158047033?lang=&edition=fundamental","pubTime":"2021-03-09 10:55","market":"fut","language":"en","title":"Gold Vs Bitcoin Part 2: Careful What You Wish For","url":"https://stock-news.laohu8.com/highlight/detail?id=1158047033","media":"zerohedge","summary":"This is the second part of my look at the age old “Gold vs Bitcoin” debate, which I outlined in Part","content":"<p>This is the second part of my look at the age old “Gold vs Bitcoin” debate, which I outlined in Part 1:“Gold vs Bitcoin is Fscking Stupid”&nbsp;as being faith-based and pointless.</p>\n<p>While it is thoroughly enjoyable to watch it play out between the symbolic archetypes of&nbsp; near-boomer Peter Schiff and his millennial son, Spencer, I sometimes suspect that to&nbsp; be a staged, WWE style confrontation….</p>\n<p><img src=\"https://static.tigerbbs.com/84d1a5786f7bd8258ec191e2e57886d9\" tg-width=\"469\" tg-height=\"343\" referrerpolicy=\"no-referrer\"></p>\n<p>However I bring up the elder Schiff for a reason, because part of his core thesis is that after the coming global monetary reset, the world will move back to a gold backed currency.</p>\n<p><b>A return to a gold-backed standard would be a disaster</b></p>\n<p>This I find not only unlikely, but undesirable. Anybody paying attention to the way the world works now absolutely shouldn’t want a return to a gold-backed currency,&nbsp;<i>especially people holding their wealth in gold</i>.</p>\n<p>The reason is very simple: if that were to happen, there would occur with that a corresponding global ban on private gold ownership. Anybody who thinks this through can see that is the most likely way it would play out.</p>\n<p>The religious goldbugs think the USD will implode (probably correct), lose it’s global reserve currency status (correct) and then… government will admit defeat, remonetize the world with a gold backed currency. Doing that would instantly make the goldbugs who were outside the system, who were highly critical of it and who reject the legitimacy of much of it, the most wealthy and powerful participants in the new monetary regime.</p>\n<p>Do you really think it would play out like that? Do you really think that governments who double-down on incompetence, who think nothing of changing the rules and moving the goalposts, who stop at nothing to preserve their own position and serve their own interests are going to throw their hands up in the air, shrug their shoulders and walk offstage to clear a path for a next generation of goldbug power elites?</p>\n<p>I don’t think so.</p>\n<p>This is what happens instead:</p>\n<ol>\n <li><p>A new narrative begins to emerge:&nbsp; gold bugs are damaging the stability of the banking system</p></li>\n <li><p>Sudden focus on how gold mining accelerates climate change and exacerbates systemic racism</p></li>\n <li><p>Gold jewelry = white privilege (even in India,&nbsp;<i>&nbsp;r</i>emember, by this point 2 + 2 = 5)</p></li>\n <li><p>Private gold hoards are exacerbating wealth inequality</p></li>\n</ol>\n<p>After a few months of this and then the time is right, a coordinated set of policy initiatives will emanate from some elitist circle jerk like Davos or Jackson Hole:</p>\n<ul>\n <li><p>all gold mines nationalized globally, possibly structured into an International Gold Pool™.</p></li>\n <li><p>mandatory buybacks of private holdings at capped prices</p></li>\n <li><p>criminalization of unlicensed private gold ownership</p></li>\n</ul>\n<p>…and gold jewelry will be the MAGA hats of the future. It’ll end your career.</p>\n<p>I may be off on the details, but that is in essence what I would expect happens&nbsp;<i>if</i>&nbsp;the global monetary reset heralds a return to the gold standard.</p>\n<p>The powers that be will never admit causing the monetary crisis, will never concede that it was their policies over successive decades caused it, and they will never voluntarily allow a tectonic shift to move power and wealth to anybody other than themselves.</p>\n<p>So if you’re a big believer in preserving your wealth through holding gold (as I am), then this is definitely what you don’t want to be wishing for. This is what the Bitcoiners should be hoping happens to the goldbugs.</p>\n<p>As for the Bitcoiners….</p>\n<p><b>Bitcoin as world reserve currency will never happen</b></p>\n<p>Some Bitcoin maximalists think that it is destined to become the global world reserve currency because (wait for it)….</p>\n<p>It would essentially&nbsp;<i>force governments to be honest.</i></p>\n<p>I should be able to rest my case here. Governments are congenitally incapable of honesty. Perhaps there was a point in time when that wasn’t the case, but it certainly isn’t today, and the governments we have today will&nbsp;<i>not</i>voluntarily move to a system that forces them to be honest.</p>\n<p>The only way Bitcoin gets made the world reserve currency is if it’s done in a way that removes any and all advantages from those who own it today. This is how the system works: the elites are in charge, and anything that comes along to challenge their authority is either co-opted or criminalized.</p>\n<p>The system is hardwired to preserve the power and privilege of the people running it, and as I’ve said in the past, the privilege isn’t race based,&nbsp;it’s based on the structure of the monetary system.</p>\n<p>Both goldbugs and Bitcoiners think government bans are unlikely or unworkable. Just last week on Coindesk’s The Breakdown,&nbsp;NLW’s Long Reads Sunday&nbsp;was Alex Gladstein’s&nbsp;Can The Government Ban Bitcoin?, who wrote about the mechanics of implementing a ban on bitcoin…</p>\n<blockquote>\n <i>“a military home-by-home raid couldn’t work very well and would constitute a mass set of human rights violations.”</i>\n</blockquote>\n<p>…possibly overlooking that we are one year into a New Normal where that which is not expressly permitted is forbidden.</p>\n<p>Anybody under-estimating the level of overreach and oppression that all governments globally can undertake, in concert, has to either have been asleep for the last year or is so comfortably cocooned&nbsp; in one of those “post-physical” lifestyles that they didn’t care.</p>\n<p>To be clear however, I mostly agree with Gladstein’s reasoning on why Bitcoin can’t be banned effectively. Which is also why I think that precludes it from being part of any kind of government sponsored monetary restructuring (that said, some central banks may start buying Bitcoin as a part of their own reserves, the first national central bank to ponder it that I know of&nbsp;was Barbados, back in 2015)</p>\n<p>If Bitcoin were to become the rails of the global monetary system, it would happen in a way where the governments can completely regulate every single aspect of it, including where and how you HODL, whether it’s legal to mine (or stake for other or future cryptos) and whether or not you’re&nbsp;<i>permitted</i>&nbsp;to self-custody.</p>\n<p>So if you’re a big believer in preserving your wealth through migrating into the crypto-currency economy (as I am), then this is definitely what you shouldn’t be betting on. This is what the goldbugs should be hoping happens to the Bitcoiners.</p>\n<p><b>The true enemy is EvilCoin</b></p>\n<p>If I can see horrible outcomes as a result of what either camp thinks would be “victory”, what am I doing about it? This is what I&nbsp;said in Part 1,</p>\n<blockquote>\n <i>“the entire debate pointless because people who invest in either asset class are doing so for the same reasons…If the job at hand is to protect one’s wealth from systemically rigged and disintegrating monetary regime, arguing for one over the other feels like trying to defend against it with only half the available toolkit….The entire gold vs crypto argument goes away when one realizes that there is more overlap in the objectives of each asset than there are differences”</i>\n</blockquote>\n<p>I’ve never been a Gold vs Bitcoin guy, I’ve always been a Gold&nbsp;<i>and</i>Bitcoin guy. And by “gold” I mean precious metals, and by Bitcoin I mean crypto currencies in general (I also like Ethereum, as described in part 1).</p>\n<p><img src=\"https://static.tigerbbs.com/76fe9bca90388b1dff9e4b90970488da\" tg-width=\"500\" tg-height=\"308\">The post-reset toolbox,&nbsp;from Part 1</p>\n<p>Personally I don’t see any danger that either camp will ever see that their preferred monetary asset becomes the global reserve asset. Gold doesn’t allow governments to embezzle wealth from its subject and Bitcoin is off the table. They would never go with an open source project pioneered by an anonymous cypherpunk. They just won’t.</p>\n<p>What is more likely and what I personally am betting on is this:</p>\n<p>There will be some form of global monetary reset involving&nbsp;<b>Central Bank Digital Currencies (CBDCs)</b>. China is already a fair way down the runway with their Digital Currency Electronic Payments (DCEP) system and the use of digital cash is far more pervasive there already.</p>\n<p>China is dictatorship. There is zero personal freedom and there are no sovereign individuals. Their social credit system will increasingly regulate every aspect of every citizen’s most minute activities&nbsp;<i>and it will be the envy of technocrats the world over.</i></p>\n<p>I am betting&nbsp;on The Great Bifurcation&nbsp;playing out in the classical liberal world as follows:</p>\n<p>Erstwhile democratic nations will implement CBDCs which will be the rails of MMT, UBI and eventually full social credit systems “with Western characteristics”.&nbsp; As the middle class gets hollowed out, most people will fall below an impermeable membrane into the new serfdom. The defining characteristic of the underclass:</p>\n<ul>\n <li><p>no assets (“The year is 2030, you will own nothing and be happy…”)</p></li>\n <li><p>no income as we understand it today, it’ll be UBI which is more of a digital “scrip” than actual money</p></li>\n <li><p>no job, no career no profession other than side-hustles, gigs and the odd outlier shot at being in influencer</p></li>\n</ul>\n<p>The people who owe more than they own will basically be screwed and if there is another financial crisis before all this happens, say one in which equities, property values get smashed down while the cost of living skyrockets, then what’s left of the middle class will be quickly sorted into either category.</p>\n<p>I am always surprised at how few people I talk to have ever watched Mr. Robot.&nbsp; However its explanatory allegory around the two-tiers of digital money after a global financial crash is a compelling one.</p>\n<p><b>So called “Evilcoin” is the CBDC, run by the establishment and is more like company scrip of yore, redeemable across the company platform.</b>Alongside EvilCoin is Bitcoin, which people prefer and what actually holds value and confers a greater amount of economic freedom.</p>\n<p><b>In short: we’re headed into two-tier society, one where the tier you’re in relies on which form of digital currency economy you’re participating in the most.</b>That’s what we look at specifically in my premium letter&nbsp;The Crypto Capitalist&nbsp;(including which publicly traded companies will be the best ones to own here in the New Normal).</p>\n<p>If there is any single take-away from all this, it is this, as long as “the system” as we know it, stays on the rails, then:</p>\n<p><i><b>“Gold vs Bitcoin” is the wrong question.</b></i></p>\n<p><i><b>“What are the alternatives to EvilCoin?”&nbsp;is the only question.</b></i></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Gold Vs Bitcoin Part 2: Careful What You Wish For</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; 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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\">\nGold Vs Bitcoin Part 2: Careful What You Wish For\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-09 10:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.zerohedge.com/crypto/gold-vs-bitcoin-part-2-careful-what-you-wish?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29><strong>zerohedge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>This is the second part of my look at the age old “Gold vs Bitcoin” debate, which I outlined in Part 1:“Gold vs Bitcoin is Fscking Stupid” as being faith-based and pointless.\nWhile it is thoroughly ...</p>\n\n<a href=\"https://www.zerohedge.com/crypto/gold-vs-bitcoin-part-2-careful-what-you-wish?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29\">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.zerohedge.com/crypto/gold-vs-bitcoin-part-2-careful-what-you-wish?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158047033","content_text":"This is the second part of my look at the age old “Gold vs Bitcoin” debate, which I outlined in Part 1:“Gold vs Bitcoin is Fscking Stupid” as being faith-based and pointless.\nWhile it is thoroughly enjoyable to watch it play out between the symbolic archetypes of  near-boomer Peter Schiff and his millennial son, Spencer, I sometimes suspect that to  be a staged, WWE style confrontation….\n\nHowever I bring up the elder Schiff for a reason, because part of his core thesis is that after the coming global monetary reset, the world will move back to a gold backed currency.\nA return to a gold-backed standard would be a disaster\nThis I find not only unlikely, but undesirable. Anybody paying attention to the way the world works now absolutely shouldn’t want a return to a gold-backed currency, especially people holding their wealth in gold.\nThe reason is very simple: if that were to happen, there would occur with that a corresponding global ban on private gold ownership. Anybody who thinks this through can see that is the most likely way it would play out.\nThe religious goldbugs think the USD will implode (probably correct), lose it’s global reserve currency status (correct) and then… government will admit defeat, remonetize the world with a gold backed currency. Doing that would instantly make the goldbugs who were outside the system, who were highly critical of it and who reject the legitimacy of much of it, the most wealthy and powerful participants in the new monetary regime.\nDo you really think it would play out like that? Do you really think that governments who double-down on incompetence, who think nothing of changing the rules and moving the goalposts, who stop at nothing to preserve their own position and serve their own interests are going to throw their hands up in the air, shrug their shoulders and walk offstage to clear a path for a next generation of goldbug power elites?\nI don’t think so.\nThis is what happens instead:\n\nA new narrative begins to emerge:  gold bugs are damaging the stability of the banking system\nSudden focus on how gold mining accelerates climate change and exacerbates systemic racism\nGold jewelry = white privilege (even in India,  remember, by this point 2 + 2 = 5)\nPrivate gold hoards are exacerbating wealth inequality\n\nAfter a few months of this and then the time is right, a coordinated set of policy initiatives will emanate from some elitist circle jerk like Davos or Jackson Hole:\n\nall gold mines nationalized globally, possibly structured into an International Gold Pool™.\nmandatory buybacks of private holdings at capped prices\ncriminalization of unlicensed private gold ownership\n\n…and gold jewelry will be the MAGA hats of the future. It’ll end your career.\nI may be off on the details, but that is in essence what I would expect happens if the global monetary reset heralds a return to the gold standard.\nThe powers that be will never admit causing the monetary crisis, will never concede that it was their policies over successive decades caused it, and they will never voluntarily allow a tectonic shift to move power and wealth to anybody other than themselves.\nSo if you’re a big believer in preserving your wealth through holding gold (as I am), then this is definitely what you don’t want to be wishing for. This is what the Bitcoiners should be hoping happens to the goldbugs.\nAs for the Bitcoiners….\nBitcoin as world reserve currency will never happen\nSome Bitcoin maximalists think that it is destined to become the global world reserve currency because (wait for it)….\nIt would essentially force governments to be honest.\nI should be able to rest my case here. Governments are congenitally incapable of honesty. Perhaps there was a point in time when that wasn’t the case, but it certainly isn’t today, and the governments we have today will notvoluntarily move to a system that forces them to be honest.\nThe only way Bitcoin gets made the world reserve currency is if it’s done in a way that removes any and all advantages from those who own it today. This is how the system works: the elites are in charge, and anything that comes along to challenge their authority is either co-opted or criminalized.\nThe system is hardwired to preserve the power and privilege of the people running it, and as I’ve said in the past, the privilege isn’t race based, it’s based on the structure of the monetary system.\nBoth goldbugs and Bitcoiners think government bans are unlikely or unworkable. Just last week on Coindesk’s The Breakdown, NLW’s Long Reads Sunday was Alex Gladstein’s Can The Government Ban Bitcoin?, who wrote about the mechanics of implementing a ban on bitcoin…\n\n“a military home-by-home raid couldn’t work very well and would constitute a mass set of human rights violations.”\n\n…possibly overlooking that we are one year into a New Normal where that which is not expressly permitted is forbidden.\nAnybody under-estimating the level of overreach and oppression that all governments globally can undertake, in concert, has to either have been asleep for the last year or is so comfortably cocooned  in one of those “post-physical” lifestyles that they didn’t care.\nTo be clear however, I mostly agree with Gladstein’s reasoning on why Bitcoin can’t be banned effectively. Which is also why I think that precludes it from being part of any kind of government sponsored monetary restructuring (that said, some central banks may start buying Bitcoin as a part of their own reserves, the first national central bank to ponder it that I know of was Barbados, back in 2015)\nIf Bitcoin were to become the rails of the global monetary system, it would happen in a way where the governments can completely regulate every single aspect of it, including where and how you HODL, whether it’s legal to mine (or stake for other or future cryptos) and whether or not you’re permitted to self-custody.\nSo if you’re a big believer in preserving your wealth through migrating into the crypto-currency economy (as I am), then this is definitely what you shouldn’t be betting on. This is what the goldbugs should be hoping happens to the Bitcoiners.\nThe true enemy is EvilCoin\nIf I can see horrible outcomes as a result of what either camp thinks would be “victory”, what am I doing about it? This is what I said in Part 1,\n\n“the entire debate pointless because people who invest in either asset class are doing so for the same reasons…If the job at hand is to protect one’s wealth from systemically rigged and disintegrating monetary regime, arguing for one over the other feels like trying to defend against it with only half the available toolkit….The entire gold vs crypto argument goes away when one realizes that there is more overlap in the objectives of each asset than there are differences”\n\nI’ve never been a Gold vs Bitcoin guy, I’ve always been a Gold andBitcoin guy. And by “gold” I mean precious metals, and by Bitcoin I mean crypto currencies in general (I also like Ethereum, as described in part 1).\nThe post-reset toolbox, from Part 1\nPersonally I don’t see any danger that either camp will ever see that their preferred monetary asset becomes the global reserve asset. Gold doesn’t allow governments to embezzle wealth from its subject and Bitcoin is off the table. They would never go with an open source project pioneered by an anonymous cypherpunk. They just won’t.\nWhat is more likely and what I personally am betting on is this:\nThere will be some form of global monetary reset involving Central Bank Digital Currencies (CBDCs). China is already a fair way down the runway with their Digital Currency Electronic Payments (DCEP) system and the use of digital cash is far more pervasive there already.\nChina is dictatorship. There is zero personal freedom and there are no sovereign individuals. Their social credit system will increasingly regulate every aspect of every citizen’s most minute activities and it will be the envy of technocrats the world over.\nI am betting on The Great Bifurcation playing out in the classical liberal world as follows:\nErstwhile democratic nations will implement CBDCs which will be the rails of MMT, UBI and eventually full social credit systems “with Western characteristics”.  As the middle class gets hollowed out, most people will fall below an impermeable membrane into the new serfdom. The defining characteristic of the underclass:\n\nno assets (“The year is 2030, you will own nothing and be happy…”)\nno income as we understand it today, it’ll be UBI which is more of a digital “scrip” than actual money\nno job, no career no profession other than side-hustles, gigs and the odd outlier shot at being in influencer\n\nThe people who owe more than they own will basically be screwed and if there is another financial crisis before all this happens, say one in which equities, property values get smashed down while the cost of living skyrockets, then what’s left of the middle class will be quickly sorted into either category.\nI am always surprised at how few people I talk to have ever watched Mr. Robot.  However its explanatory allegory around the two-tiers of digital money after a global financial crash is a compelling one.\nSo called “Evilcoin” is the CBDC, run by the establishment and is more like company scrip of yore, redeemable across the company platform.Alongside EvilCoin is Bitcoin, which people prefer and what actually holds value and confers a greater amount of economic freedom.\nIn short: we’re headed into two-tier society, one where the tier you’re in relies on which form of digital currency economy you’re participating in the most.That’s what we look at specifically in my premium letter The Crypto Capitalist (including which publicly traded companies will be the best ones to own here in the New Normal).\nIf there is any single take-away from all this, it is this, as long as “the system” as we know it, stays on the rails, then:\n“Gold vs Bitcoin” is the wrong question.\n“What are the alternatives to EvilCoin?” is the only question.","news_type":1},"isVote":1,"tweetType":1,"viewCount":601,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":329566610,"gmtCreate":1615259659730,"gmtModify":1704780249676,"author":{"id":"3568028719213232","authorId":"3568028719213232","name":"Salish","avatar":"https://static.tigerbbs.com/1bb5e20994e025036b5251c114a86a6c","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3568028719213232","authorIdStr":"3568028719213232"},"themes":[],"htmlText":"✌️","listText":"✌️","text":"✌️","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/329566610","repostId":"1158047033","repostType":4,"isVote":1,"tweetType":1,"viewCount":345,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":320782913,"gmtCreate":1615177823932,"gmtModify":1704779154515,"author":{"id":"3568028719213232","authorId":"3568028719213232","name":"Salish","avatar":"https://static.tigerbbs.com/1bb5e20994e025036b5251c114a86a6c","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3568028719213232","authorIdStr":"3568028719213232"},"themes":[],"htmlText":"Informative","listText":"Informative","text":"Informative","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/320782913","repostId":"1107506637","repostType":4,"repost":{"id":"1107506637","pubTimestamp":1615175919,"share":"https://ttm.financial/m/news/1107506637?lang=&edition=fundamental","pubTime":"2021-03-08 11:58","market":"us","language":"en","title":"Opinion: The inflation tantrum scared investors — here are eight tech stocks to buy when it happens again soon","url":"https://stock-news.laohu8.com/highlight/detail?id=1107506637","media":"MarketWatch","summary":"Worries over accelerating inflation will persist this year, giving investors a buying opportunity wh","content":"<blockquote><b>Worries over accelerating inflation will persist this year, giving investors a buying opportunity when stocks falter.</b></blockquote><p>If you didn’t buy technology stocks during the inflation tantrum last week, don’t worry, you will get another chance.</p><p>I offer eight stocks for your shopping list, below, from a tech fund manager with a great track record.</p><p>First, here’s why we’ll see more inflation tantrums, and why they’ll be a buying opportunity rather than the start of a bear market.</p><p>Inflation is going to pick up. We can expect more inflation because of all the stimulus, and because personal savings have surged to a post-war high of 14% of GDP. That’s a lot of pent-up demand to drive prices higher.</p><p>“People are ready to get out and spend money and be happy and live life,” says Kevin Landis, who manages the Firsthand Technology Opportunities fund TEFQX, -0.53%. “That unleashing of energy will be really powerful. We are all going to hold our breath and see if that means inflation, or not.”</p><p>It probably will, say two economists I follow. Inflation will rise to 2.2% by year-end, from current levels of 1.5%. predicts Jim Paulsen, an economist and market strategist with the Leuthold Group. Ed Yardeni of Yardeni Research predicts it will go up to 2.5%-2.8%. Both economists are referring to the core personal consumption expenditures deflator index.</p><p>•&nbsp;Bond yields will keep going up. The 10-year yield is taking a breather, following the sharp rise that spooked investors last week. But bond yields will increase as more signs of inflation emerge. The 10-year yield will reach 2% by the end of this year, predicts Paulsen. It was recently at 1.5%. Rising rates spark stock selloffs because higher yields make bonds more attractive. Higher rates also reduce stock valuations in models that use the 10-year bond yield to discount distant earnings back to the present.</p><p>•&nbsp;Sentiment remains rich. This makes the market more vulnerable to pullbacks. Complacent investors are easily “surprised” by unforeseen events. Corporate insiders are cautious, also a sign of a vulnerable market.</p><p>•&nbsp;Pullbacks are normal. Following the 74%-98% rise in the S&amp;P 500 SPX, +1.95% and Nasdaq COMP, +1.55% since last March, investors may have forgotten that stocks can go down, too. But pullbacks of 5%-10% are common. Now that so much of the growth is priced in to stocks, we will see more of them.</p><p>“We will probably have at least three or four more panic attacks over the next few months,” predicts Landis, at the Firsthand Technology Opportunities Fund.</p><p><b>Inflation? No worries</b></p><p>But like the one last week, the upcoming inflation tantrums will be buyable, because ultimately inflation is not really going to be a big problem for three reasons.</p><p>1. The Covid-19 crisis has pulled forward technology. That will create a burst of productivity growth, which calms inflation fears among investors and the Fed. Productivity growth reduces pressure at companies to pass along the higher costs of labor and materials.</p><p>2. In the background, the same factors that have been suppressing inflation for years are still in place — chiefly greater use of technology, global trade, and the aging of the population. Older people tend to spend less. And technology and trade lower the cost of goods.</p><p>3. History shows inflation during times of solid economic growth doesn’t hurt stocks, according to a study published by Paulsen on March 1. Inflation when growth is sluggish can end stock market rallies. But we will have robust growth this year, so that doomsday scenario is unlikely.</p><p><b>List of tech stocks</b></p><p>Tech stocks get hit harder during inflation tantrums because they are “long duration assets.” So much of their growth is in the distant future that when discount rates in valuation models go up, the perceived value of tech stocks falls hard.</p><p>For a short list of tech stocks to consider buying during the next inflation tantrums, it makes sense to look at the holdings of Landis’ Firsthand Technology Opportunities Fund because he has such a solid record. During the past three to five years, his fund has beaten competing technology funds by over 10 percentage points annualized, according to Morningstar. He beats the Morningstar U.S. Technology stock index by 9.7 percentage points or more annualized, over the same time frame.</p><p>His portfolio is an interesting source of ideas because it’s not the typical line up of Alphabet GOOGL, +3.10%, Amazon AMZN, +0.77% and Apple AAPL, +1.07%, though he does own Netflix NFLX, +1.00%. Instead, Landis likes to be ahead of the game by investing in earlier-stage tech companies that will grow because they are smaller — but still disrupters in some line of business.</p><p>Here’s a guide to some of his favorite stocks.</p><p><b>Roku, Chegg and Cree</b></p><p>Landis is not afraid to let portfolio positions get huge if he still likes the company. That is the case with Roku ROKU, -1.78%, Chegg CHGG, -1.17% and Cree CREE, +4.39%. They represented 21.5%, 8.3% and 6% of his portfolio at the end of last year. That’s a vote of confidence, because many mutual fund portfolio managers like to cap position size at 2%-5%, to limit single-stock risk.</p><p>“We still like these a lot,” says Landis.</p><p>He expects Roku to continue to grow because it is so far ahead of competing streaming services that are stumbling as they ramp up. “It’s kind of a mess out there,” says Landis. “Roku has done a lot of the hard work that other companies are only just getting started on.” Roku makes money by selling channel buttons on its platform, digital advertising and content-distribution services. It also sells devices.</p><p>Landis expects the online education company Chegg to continue growing now that people are more familiar with distance learning because of Covid-19.</p><p>“Companies that can facilitate distance learning are in a better position now because everyone knows what works and what does not work,” says Landis. He thinks the education sector is ripe for “disruption” and Chegg will be one of the main companies shaking things up.</p><p>Cree is a key producer of semiconductors used in electronic vehicles, which should support solid demand growth for years.</p><p><b>Zscaler</b></p><p>The Internet is the new corporate network and the cloud is the new data center. So the old concept of security software that guards the perimeter of a corporate network is fading fast. Zscaler ZS, -3.06% offers security systems for this new environment. There are plenty of years of growth ahead because most companies are still in the early stages of moving to the cloud. Covid-19 has accelerated this transition, given that so many people work from home.</p><p><b>Domo</b></p><p>Domo’s DOMO, +1.06% Business Cloud platform helps people manage and learn from the vast amounts of data inside and outside their companies. The service helps managers collect, analyze, store and share data.</p><p>Domo’s “Mr. Roboto” feature helps deploy machine-learning algorithms to analyze trends, make predictions and provide alerts.</p><p>“For any business, there are a handful of internal and external metrics that people want on their personal dashboard every day,” says Landis. “Domo provides great tools to do that.”</p><p><b>DocuSign</b></p><p>DocuSign DOCU, -3.00% speeds up the pace of business by digitizing forms used in contracts and agreements. Its forms replace “wet” signatures with e-signatures. It also offers software that automates the whole process, called the DocuSign Agreement Cloud.</p><p>To anyone who has used e-signatures on tax forms or work contracts, DocuSign may seem like a one-trick pony. But that’s not the case, says Landis. There’s plenty of room to expand in real estate, car dealerships and the venture-capital business, and highly regulated industries.</p><p><b>Bill.com</b></p><p>Bill.com’s BILL, +0.23% cloud-based accounting software simplifies back-office operations for small businesses. Aside from tracking numbers, the software helps companies connect with suppliers and clients. Customers include most of the top 100 accounting firms, and also big companies like Bank of America BAC, +1.18%, J.P. Morgan Chase JPM, +0.23% and American Express AXP, +3.26%.</p><p>But the sweet spot for growth is the startup that’s not locked in to legacy systems. “Accounting software systems are notorious for having market share just because they are incumbent,” says Landis. “But when people are setting up companies, they want to go with the best.”</p><p><b>Qell Acquisition</b></p><p>While acknowledging the potential pitfalls in special purpose acquisition companies (SPACs), which I identify here, Landis welcomes them as a streamlined alternative to the traditional initial public offerings. Like me, Landis favors SPACs with a promising sponsor lineup.</p><p>The sponsor slate at Qell QELLU, +2.43% suggests it will merge with an electric vehicle (EV) company. CEO and director Barry Engle worked at General Motors GM, +3.70% for years. And finance chief Sam Gabbita comes from OGCI Climate Investments, and a private investment fund specializing in sustainability investing called Element Partners. Given the amazing performance of Tesla TSLA, -3.78%, an EV SPAC may not be such a bad idea.</p>","source":"market_watch","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>Opinion: The inflation tantrum scared investors — here are eight tech stocks to buy when it happens again soon</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\">\nOpinion: The inflation tantrum scared investors — here are eight tech stocks to buy when it happens again soon\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-08 11:58 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/the-inflation-tantrum-scared-investors-here-are-eight-tech-stocks-to-buy-when-it-happens-again-soon-11614776551?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Worries over accelerating inflation will persist this year, giving investors a buying opportunity when stocks falter.If you didn’t buy technology stocks during the inflation tantrum last week, don’t ...</p>\n\n<a href=\"https://www.marketwatch.com/story/the-inflation-tantrum-scared-investors-here-are-eight-tech-stocks-to-buy-when-it-happens-again-soon-11614776551?mod=home-page\">Web 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","SPY":"标普500ETF",".SPX":"S&P 500 Index"},"source_url":"https://www.marketwatch.com/story/the-inflation-tantrum-scared-investors-here-are-eight-tech-stocks-to-buy-when-it-happens-again-soon-11614776551?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1107506637","content_text":"Worries over accelerating inflation will persist this year, giving investors a buying opportunity when stocks falter.If you didn’t buy technology stocks during the inflation tantrum last week, don’t worry, you will get another chance.I offer eight stocks for your shopping list, below, from a tech fund manager with a great track record.First, here’s why we’ll see more inflation tantrums, and why they’ll be a buying opportunity rather than the start of a bear market.Inflation is going to pick up. We can expect more inflation because of all the stimulus, and because personal savings have surged to a post-war high of 14% of GDP. That’s a lot of pent-up demand to drive prices higher.“People are ready to get out and spend money and be happy and live life,” says Kevin Landis, who manages the Firsthand Technology Opportunities fund TEFQX, -0.53%. “That unleashing of energy will be really powerful. We are all going to hold our breath and see if that means inflation, or not.”It probably will, say two economists I follow. Inflation will rise to 2.2% by year-end, from current levels of 1.5%. predicts Jim Paulsen, an economist and market strategist with the Leuthold Group. Ed Yardeni of Yardeni Research predicts it will go up to 2.5%-2.8%. Both economists are referring to the core personal consumption expenditures deflator index.• Bond yields will keep going up. The 10-year yield is taking a breather, following the sharp rise that spooked investors last week. But bond yields will increase as more signs of inflation emerge. The 10-year yield will reach 2% by the end of this year, predicts Paulsen. It was recently at 1.5%. Rising rates spark stock selloffs because higher yields make bonds more attractive. Higher rates also reduce stock valuations in models that use the 10-year bond yield to discount distant earnings back to the present.• Sentiment remains rich. This makes the market more vulnerable to pullbacks. Complacent investors are easily “surprised” by unforeseen events. Corporate insiders are cautious, also a sign of a vulnerable market.• Pullbacks are normal. Following the 74%-98% rise in the S&P 500 SPX, +1.95% and Nasdaq COMP, +1.55% since last March, investors may have forgotten that stocks can go down, too. But pullbacks of 5%-10% are common. Now that so much of the growth is priced in to stocks, we will see more of them.“We will probably have at least three or four more panic attacks over the next few months,” predicts Landis, at the Firsthand Technology Opportunities Fund.Inflation? No worriesBut like the one last week, the upcoming inflation tantrums will be buyable, because ultimately inflation is not really going to be a big problem for three reasons.1. The Covid-19 crisis has pulled forward technology. That will create a burst of productivity growth, which calms inflation fears among investors and the Fed. Productivity growth reduces pressure at companies to pass along the higher costs of labor and materials.2. In the background, the same factors that have been suppressing inflation for years are still in place — chiefly greater use of technology, global trade, and the aging of the population. Older people tend to spend less. And technology and trade lower the cost of goods.3. History shows inflation during times of solid economic growth doesn’t hurt stocks, according to a study published by Paulsen on March 1. Inflation when growth is sluggish can end stock market rallies. But we will have robust growth this year, so that doomsday scenario is unlikely.List of tech stocksTech stocks get hit harder during inflation tantrums because they are “long duration assets.” So much of their growth is in the distant future that when discount rates in valuation models go up, the perceived value of tech stocks falls hard.For a short list of tech stocks to consider buying during the next inflation tantrums, it makes sense to look at the holdings of Landis’ Firsthand Technology Opportunities Fund because he has such a solid record. During the past three to five years, his fund has beaten competing technology funds by over 10 percentage points annualized, according to Morningstar. He beats the Morningstar U.S. Technology stock index by 9.7 percentage points or more annualized, over the same time frame.His portfolio is an interesting source of ideas because it’s not the typical line up of Alphabet GOOGL, +3.10%, Amazon AMZN, +0.77% and Apple AAPL, +1.07%, though he does own Netflix NFLX, +1.00%. Instead, Landis likes to be ahead of the game by investing in earlier-stage tech companies that will grow because they are smaller — but still disrupters in some line of business.Here’s a guide to some of his favorite stocks.Roku, Chegg and CreeLandis is not afraid to let portfolio positions get huge if he still likes the company. That is the case with Roku ROKU, -1.78%, Chegg CHGG, -1.17% and Cree CREE, +4.39%. They represented 21.5%, 8.3% and 6% of his portfolio at the end of last year. That’s a vote of confidence, because many mutual fund portfolio managers like to cap position size at 2%-5%, to limit single-stock risk.“We still like these a lot,” says Landis.He expects Roku to continue to grow because it is so far ahead of competing streaming services that are stumbling as they ramp up. “It’s kind of a mess out there,” says Landis. “Roku has done a lot of the hard work that other companies are only just getting started on.” Roku makes money by selling channel buttons on its platform, digital advertising and content-distribution services. It also sells devices.Landis expects the online education company Chegg to continue growing now that people are more familiar with distance learning because of Covid-19.“Companies that can facilitate distance learning are in a better position now because everyone knows what works and what does not work,” says Landis. He thinks the education sector is ripe for “disruption” and Chegg will be one of the main companies shaking things up.Cree is a key producer of semiconductors used in electronic vehicles, which should support solid demand growth for years.ZscalerThe Internet is the new corporate network and the cloud is the new data center. So the old concept of security software that guards the perimeter of a corporate network is fading fast. Zscaler ZS, -3.06% offers security systems for this new environment. There are plenty of years of growth ahead because most companies are still in the early stages of moving to the cloud. Covid-19 has accelerated this transition, given that so many people work from home.DomoDomo’s DOMO, +1.06% Business Cloud platform helps people manage and learn from the vast amounts of data inside and outside their companies. The service helps managers collect, analyze, store and share data.Domo’s “Mr. Roboto” feature helps deploy machine-learning algorithms to analyze trends, make predictions and provide alerts.“For any business, there are a handful of internal and external metrics that people want on their personal dashboard every day,” says Landis. “Domo provides great tools to do that.”DocuSignDocuSign DOCU, -3.00% speeds up the pace of business by digitizing forms used in contracts and agreements. Its forms replace “wet” signatures with e-signatures. It also offers software that automates the whole process, called the DocuSign Agreement Cloud.To anyone who has used e-signatures on tax forms or work contracts, DocuSign may seem like a one-trick pony. But that’s not the case, says Landis. There’s plenty of room to expand in real estate, car dealerships and the venture-capital business, and highly regulated industries.Bill.comBill.com’s BILL, +0.23% cloud-based accounting software simplifies back-office operations for small businesses. Aside from tracking numbers, the software helps companies connect with suppliers and clients. Customers include most of the top 100 accounting firms, and also big companies like Bank of America BAC, +1.18%, J.P. Morgan Chase JPM, +0.23% and American Express AXP, +3.26%.But the sweet spot for growth is the startup that’s not locked in to legacy systems. “Accounting software systems are notorious for having market share just because they are incumbent,” says Landis. “But when people are setting up companies, they want to go with the best.”Qell AcquisitionWhile acknowledging the potential pitfalls in special purpose acquisition companies (SPACs), which I identify here, Landis welcomes them as a streamlined alternative to the traditional initial public offerings. Like me, Landis favors SPACs with a promising sponsor lineup.The sponsor slate at Qell QELLU, +2.43% suggests it will merge with an electric vehicle (EV) company. CEO and director Barry Engle worked at General Motors GM, +3.70% for years. And finance chief Sam Gabbita comes from OGCI Climate Investments, and a private investment fund specializing in sustainability investing called Element Partners. Given the amazing performance of Tesla TSLA, -3.78%, an EV SPAC may not be such a bad idea.","news_type":1},"isVote":1,"tweetType":1,"viewCount":357,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":364490363,"gmtCreate":1614868790852,"gmtModify":1704776299620,"author":{"id":"3568028719213232","authorId":"3568028719213232","name":"Salish","avatar":"https://static.tigerbbs.com/1bb5e20994e025036b5251c114a86a6c","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3568028719213232","authorIdStr":"3568028719213232"},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/364490363","repostId":"1109661138","repostType":4,"isVote":1,"tweetType":1,"viewCount":739,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":359208891,"gmtCreate":1616400650113,"gmtModify":1704793506863,"author":{"id":"3568028719213232","authorId":"3568028719213232","name":"Salish","avatar":"https://static.tigerbbs.com/1bb5e20994e025036b5251c114a86a6c","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3568028719213232","authorIdStr":"3568028719213232"},"themes":[],"htmlText":"Apple&nbsp;","listText":"Apple&nbsp;","text":"Apple","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/359208891","repostId":"2121144610","repostType":4,"repost":{"id":"2121144610","pubTimestamp":1616400085,"share":"https://ttm.financial/m/news/2121144610?lang=&edition=fundamental","pubTime":"2021-03-22 16:01","market":"us","language":"en","title":"Battle of Dividend Stocks: Microsoft vs. Apple","url":"https://stock-news.laohu8.com/highlight/detail?id=2121144610","media":"Motley Fool","summary":"These companies pay billions in cash to shareholders every year -- and those payouts keep increasing.","content":"<p>These companies pay billions in cash to shareholders every year -- and those payouts keep increasing.</p>\n<p>Arguably two of the greatest dividend stocks are from tech giants&nbsp;<b>Microsoft</b> (NASDAQ:MSFT) and&nbsp;<b>Apple</b> (NASDAQ:AAPL). Though they currently have low dividend yields, with Microsoft's at 1% and Apple's at 0.7%, investors looking for income shouldn't overlook these income-producing investments. Not only do both companies regularly increase their dividends, but their payouts are likely to grow substantially in the coming years.</p>\n<p>But which of these two dividend payers is the better investment?</p>\n<p>Let's take a look.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/55da723f071c7075e32c466f57d81e02\" tg-width=\"700\" tg-height=\"466\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p>\n<p><b>Microsoft</b></p>\n<p>The coronavirus pandemic negatively affected many businesses, with some popular dividend-paying companies even reducing or suspending their quarterly dividends. Microsoft, however, didn't skip a beat.</p>\n<p>The tech giant announced a 10% increase to its quarterly dividend last September, increasing the payout to $0.56 every quarter -- or $2.24 annually. It was the company's 16th consecutive annual dividend increase.</p>\n<p>Of course, it wasn't surprising to see Microsoft keep up its long history of annual dividend increases. The company easily affords its dividends. Of its $45 billion of fiscal 2020 free cash flow (cash flow left over after both regular operating expenses and capital expenditures are accounted for), for instance, only $15 billion went to dividends. Similarly, the company's payout ratio, or the percent of net income it pays out in dividends, was just 34% in fiscal 2020.</p>\n<p>With a low payout ratio and an average annual dividend increase growth rate of 9% over the past three years, investors should expect more strong growth from Microsoft's dividend in the years ahead.</p>\n<p><b>Apple</b></p>\n<p>Apple may have a lower dividend yield than Microsoft, but its payout ratio of just 22% is meaningfully more conservative. In other words, Apple's dividend has a lot more room to grow in the coming years.</p>\n<p>Furthermore, the company's robust free cash flow of $73 billion in fiscal 2020 is significantly greater than Microsoft's -- and the gap between Apple's free cash flow and Microsoft's has widened over the trailing-12-month period. During this timeframe, Apple's free cash flow was $80.2 billion, compared to Microsoft's $50.4 billion.</p>\n<p>Of course, Apple commands a higher value than Microsoft. The company's market capitalization is $2 trillion compared to Microsoft's $1.7 trillion. But based on this financial analysis, Apple looks like its worth this greater market capitalization. It's arguably the more promising and resilient dividend stock. However, its win may only by a narrow margin, if not even debatable. Both tech stocks look like worthy considerations for investors looking to buy stocks poised to produce meaningful income over the long haul.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Battle of Dividend Stocks: Microsoft vs. Apple</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\">\nBattle of Dividend Stocks: Microsoft vs. Apple\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-22 16:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/03/21/battle-of-dividend-stocks-microsoft-vs-apple/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>These companies pay billions in cash to shareholders every year -- and those payouts keep increasing.\nArguably two of the greatest dividend stocks are from tech giants Microsoft (NASDAQ:MSFT) and ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/03/21/battle-of-dividend-stocks-microsoft-vs-apple/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","MSFT":"微软"},"source_url":"https://www.fool.com/investing/2021/03/21/battle-of-dividend-stocks-microsoft-vs-apple/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2121144610","content_text":"These companies pay billions in cash to shareholders every year -- and those payouts keep increasing.\nArguably two of the greatest dividend stocks are from tech giants Microsoft (NASDAQ:MSFT) and Apple (NASDAQ:AAPL). Though they currently have low dividend yields, with Microsoft's at 1% and Apple's at 0.7%, investors looking for income shouldn't overlook these income-producing investments. Not only do both companies regularly increase their dividends, but their payouts are likely to grow substantially in the coming years.\nBut which of these two dividend payers is the better investment?\nLet's take a look.\nIMAGE SOURCE: GETTY IMAGES.\nMicrosoft\nThe coronavirus pandemic negatively affected many businesses, with some popular dividend-paying companies even reducing or suspending their quarterly dividends. Microsoft, however, didn't skip a beat.\nThe tech giant announced a 10% increase to its quarterly dividend last September, increasing the payout to $0.56 every quarter -- or $2.24 annually. It was the company's 16th consecutive annual dividend increase.\nOf course, it wasn't surprising to see Microsoft keep up its long history of annual dividend increases. The company easily affords its dividends. Of its $45 billion of fiscal 2020 free cash flow (cash flow left over after both regular operating expenses and capital expenditures are accounted for), for instance, only $15 billion went to dividends. Similarly, the company's payout ratio, or the percent of net income it pays out in dividends, was just 34% in fiscal 2020.\nWith a low payout ratio and an average annual dividend increase growth rate of 9% over the past three years, investors should expect more strong growth from Microsoft's dividend in the years ahead.\nApple\nApple may have a lower dividend yield than Microsoft, but its payout ratio of just 22% is meaningfully more conservative. In other words, Apple's dividend has a lot more room to grow in the coming years.\nFurthermore, the company's robust free cash flow of $73 billion in fiscal 2020 is significantly greater than Microsoft's -- and the gap between Apple's free cash flow and Microsoft's has widened over the trailing-12-month period. During this timeframe, Apple's free cash flow was $80.2 billion, compared to Microsoft's $50.4 billion.\nOf course, Apple commands a higher value than Microsoft. The company's market capitalization is $2 trillion compared to Microsoft's $1.7 trillion. But based on this financial analysis, Apple looks like its worth this greater market capitalization. It's arguably the more promising and resilient dividend stock. However, its win may only by a narrow margin, if not even debatable. Both tech stocks look like worthy considerations for investors looking to buy stocks poised to produce meaningful income over the long haul.","news_type":1},"isVote":1,"tweetType":1,"viewCount":931,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":320782913,"gmtCreate":1615177823932,"gmtModify":1704779154515,"author":{"id":"3568028719213232","authorId":"3568028719213232","name":"Salish","avatar":"https://static.tigerbbs.com/1bb5e20994e025036b5251c114a86a6c","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3568028719213232","authorIdStr":"3568028719213232"},"themes":[],"htmlText":"Informative","listText":"Informative","text":"Informative","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/320782913","repostId":"1107506637","repostType":4,"repost":{"id":"1107506637","pubTimestamp":1615175919,"share":"https://ttm.financial/m/news/1107506637?lang=&edition=fundamental","pubTime":"2021-03-08 11:58","market":"us","language":"en","title":"Opinion: The inflation tantrum scared investors — here are eight tech stocks to buy when it happens again soon","url":"https://stock-news.laohu8.com/highlight/detail?id=1107506637","media":"MarketWatch","summary":"Worries over accelerating inflation will persist this year, giving investors a buying opportunity wh","content":"<blockquote><b>Worries over accelerating inflation will persist this year, giving investors a buying opportunity when stocks falter.</b></blockquote><p>If you didn’t buy technology stocks during the inflation tantrum last week, don’t worry, you will get another chance.</p><p>I offer eight stocks for your shopping list, below, from a tech fund manager with a great track record.</p><p>First, here’s why we’ll see more inflation tantrums, and why they’ll be a buying opportunity rather than the start of a bear market.</p><p>Inflation is going to pick up. We can expect more inflation because of all the stimulus, and because personal savings have surged to a post-war high of 14% of GDP. That’s a lot of pent-up demand to drive prices higher.</p><p>“People are ready to get out and spend money and be happy and live life,” says Kevin Landis, who manages the Firsthand Technology Opportunities fund TEFQX, -0.53%. “That unleashing of energy will be really powerful. We are all going to hold our breath and see if that means inflation, or not.”</p><p>It probably will, say two economists I follow. Inflation will rise to 2.2% by year-end, from current levels of 1.5%. predicts Jim Paulsen, an economist and market strategist with the Leuthold Group. Ed Yardeni of Yardeni Research predicts it will go up to 2.5%-2.8%. Both economists are referring to the core personal consumption expenditures deflator index.</p><p>•&nbsp;Bond yields will keep going up. The 10-year yield is taking a breather, following the sharp rise that spooked investors last week. But bond yields will increase as more signs of inflation emerge. The 10-year yield will reach 2% by the end of this year, predicts Paulsen. It was recently at 1.5%. Rising rates spark stock selloffs because higher yields make bonds more attractive. Higher rates also reduce stock valuations in models that use the 10-year bond yield to discount distant earnings back to the present.</p><p>•&nbsp;Sentiment remains rich. This makes the market more vulnerable to pullbacks. Complacent investors are easily “surprised” by unforeseen events. Corporate insiders are cautious, also a sign of a vulnerable market.</p><p>•&nbsp;Pullbacks are normal. Following the 74%-98% rise in the S&amp;P 500 SPX, +1.95% and Nasdaq COMP, +1.55% since last March, investors may have forgotten that stocks can go down, too. But pullbacks of 5%-10% are common. Now that so much of the growth is priced in to stocks, we will see more of them.</p><p>“We will probably have at least three or four more panic attacks over the next few months,” predicts Landis, at the Firsthand Technology Opportunities Fund.</p><p><b>Inflation? No worries</b></p><p>But like the one last week, the upcoming inflation tantrums will be buyable, because ultimately inflation is not really going to be a big problem for three reasons.</p><p>1. The Covid-19 crisis has pulled forward technology. That will create a burst of productivity growth, which calms inflation fears among investors and the Fed. Productivity growth reduces pressure at companies to pass along the higher costs of labor and materials.</p><p>2. In the background, the same factors that have been suppressing inflation for years are still in place — chiefly greater use of technology, global trade, and the aging of the population. Older people tend to spend less. And technology and trade lower the cost of goods.</p><p>3. History shows inflation during times of solid economic growth doesn’t hurt stocks, according to a study published by Paulsen on March 1. Inflation when growth is sluggish can end stock market rallies. But we will have robust growth this year, so that doomsday scenario is unlikely.</p><p><b>List of tech stocks</b></p><p>Tech stocks get hit harder during inflation tantrums because they are “long duration assets.” So much of their growth is in the distant future that when discount rates in valuation models go up, the perceived value of tech stocks falls hard.</p><p>For a short list of tech stocks to consider buying during the next inflation tantrums, it makes sense to look at the holdings of Landis’ Firsthand Technology Opportunities Fund because he has such a solid record. During the past three to five years, his fund has beaten competing technology funds by over 10 percentage points annualized, according to Morningstar. He beats the Morningstar U.S. Technology stock index by 9.7 percentage points or more annualized, over the same time frame.</p><p>His portfolio is an interesting source of ideas because it’s not the typical line up of Alphabet GOOGL, +3.10%, Amazon AMZN, +0.77% and Apple AAPL, +1.07%, though he does own Netflix NFLX, +1.00%. Instead, Landis likes to be ahead of the game by investing in earlier-stage tech companies that will grow because they are smaller — but still disrupters in some line of business.</p><p>Here’s a guide to some of his favorite stocks.</p><p><b>Roku, Chegg and Cree</b></p><p>Landis is not afraid to let portfolio positions get huge if he still likes the company. That is the case with Roku ROKU, -1.78%, Chegg CHGG, -1.17% and Cree CREE, +4.39%. They represented 21.5%, 8.3% and 6% of his portfolio at the end of last year. That’s a vote of confidence, because many mutual fund portfolio managers like to cap position size at 2%-5%, to limit single-stock risk.</p><p>“We still like these a lot,” says Landis.</p><p>He expects Roku to continue to grow because it is so far ahead of competing streaming services that are stumbling as they ramp up. “It’s kind of a mess out there,” says Landis. “Roku has done a lot of the hard work that other companies are only just getting started on.” Roku makes money by selling channel buttons on its platform, digital advertising and content-distribution services. It also sells devices.</p><p>Landis expects the online education company Chegg to continue growing now that people are more familiar with distance learning because of Covid-19.</p><p>“Companies that can facilitate distance learning are in a better position now because everyone knows what works and what does not work,” says Landis. He thinks the education sector is ripe for “disruption” and Chegg will be one of the main companies shaking things up.</p><p>Cree is a key producer of semiconductors used in electronic vehicles, which should support solid demand growth for years.</p><p><b>Zscaler</b></p><p>The Internet is the new corporate network and the cloud is the new data center. So the old concept of security software that guards the perimeter of a corporate network is fading fast. Zscaler ZS, -3.06% offers security systems for this new environment. There are plenty of years of growth ahead because most companies are still in the early stages of moving to the cloud. Covid-19 has accelerated this transition, given that so many people work from home.</p><p><b>Domo</b></p><p>Domo’s DOMO, +1.06% Business Cloud platform helps people manage and learn from the vast amounts of data inside and outside their companies. The service helps managers collect, analyze, store and share data.</p><p>Domo’s “Mr. Roboto” feature helps deploy machine-learning algorithms to analyze trends, make predictions and provide alerts.</p><p>“For any business, there are a handful of internal and external metrics that people want on their personal dashboard every day,” says Landis. “Domo provides great tools to do that.”</p><p><b>DocuSign</b></p><p>DocuSign DOCU, -3.00% speeds up the pace of business by digitizing forms used in contracts and agreements. Its forms replace “wet” signatures with e-signatures. It also offers software that automates the whole process, called the DocuSign Agreement Cloud.</p><p>To anyone who has used e-signatures on tax forms or work contracts, DocuSign may seem like a one-trick pony. But that’s not the case, says Landis. There’s plenty of room to expand in real estate, car dealerships and the venture-capital business, and highly regulated industries.</p><p><b>Bill.com</b></p><p>Bill.com’s BILL, +0.23% cloud-based accounting software simplifies back-office operations for small businesses. Aside from tracking numbers, the software helps companies connect with suppliers and clients. Customers include most of the top 100 accounting firms, and also big companies like Bank of America BAC, +1.18%, J.P. Morgan Chase JPM, +0.23% and American Express AXP, +3.26%.</p><p>But the sweet spot for growth is the startup that’s not locked in to legacy systems. “Accounting software systems are notorious for having market share just because they are incumbent,” says Landis. “But when people are setting up companies, they want to go with the best.”</p><p><b>Qell Acquisition</b></p><p>While acknowledging the potential pitfalls in special purpose acquisition companies (SPACs), which I identify here, Landis welcomes them as a streamlined alternative to the traditional initial public offerings. Like me, Landis favors SPACs with a promising sponsor lineup.</p><p>The sponsor slate at Qell QELLU, +2.43% suggests it will merge with an electric vehicle (EV) company. CEO and director Barry Engle worked at General Motors GM, +3.70% for years. And finance chief Sam Gabbita comes from OGCI Climate Investments, and a private investment fund specializing in sustainability investing called Element Partners. Given the amazing performance of Tesla TSLA, -3.78%, an EV SPAC may not be such a bad idea.</p>","source":"market_watch","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>Opinion: The inflation tantrum scared investors — here are eight tech stocks to buy when it happens again soon</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\">\nOpinion: The inflation tantrum scared investors — here are eight tech stocks to buy when it happens again soon\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-08 11:58 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/the-inflation-tantrum-scared-investors-here-are-eight-tech-stocks-to-buy-when-it-happens-again-soon-11614776551?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Worries over accelerating inflation will persist this year, giving investors a buying opportunity when stocks falter.If you didn’t buy technology stocks during the inflation tantrum last week, don’t ...</p>\n\n<a href=\"https://www.marketwatch.com/story/the-inflation-tantrum-scared-investors-here-are-eight-tech-stocks-to-buy-when-it-happens-again-soon-11614776551?mod=home-page\">Web 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","SPY":"标普500ETF",".SPX":"S&P 500 Index"},"source_url":"https://www.marketwatch.com/story/the-inflation-tantrum-scared-investors-here-are-eight-tech-stocks-to-buy-when-it-happens-again-soon-11614776551?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1107506637","content_text":"Worries over accelerating inflation will persist this year, giving investors a buying opportunity when stocks falter.If you didn’t buy technology stocks during the inflation tantrum last week, don’t worry, you will get another chance.I offer eight stocks for your shopping list, below, from a tech fund manager with a great track record.First, here’s why we’ll see more inflation tantrums, and why they’ll be a buying opportunity rather than the start of a bear market.Inflation is going to pick up. We can expect more inflation because of all the stimulus, and because personal savings have surged to a post-war high of 14% of GDP. That’s a lot of pent-up demand to drive prices higher.“People are ready to get out and spend money and be happy and live life,” says Kevin Landis, who manages the Firsthand Technology Opportunities fund TEFQX, -0.53%. “That unleashing of energy will be really powerful. We are all going to hold our breath and see if that means inflation, or not.”It probably will, say two economists I follow. Inflation will rise to 2.2% by year-end, from current levels of 1.5%. predicts Jim Paulsen, an economist and market strategist with the Leuthold Group. Ed Yardeni of Yardeni Research predicts it will go up to 2.5%-2.8%. Both economists are referring to the core personal consumption expenditures deflator index.• Bond yields will keep going up. The 10-year yield is taking a breather, following the sharp rise that spooked investors last week. But bond yields will increase as more signs of inflation emerge. The 10-year yield will reach 2% by the end of this year, predicts Paulsen. It was recently at 1.5%. Rising rates spark stock selloffs because higher yields make bonds more attractive. Higher rates also reduce stock valuations in models that use the 10-year bond yield to discount distant earnings back to the present.• Sentiment remains rich. This makes the market more vulnerable to pullbacks. Complacent investors are easily “surprised” by unforeseen events. Corporate insiders are cautious, also a sign of a vulnerable market.• Pullbacks are normal. Following the 74%-98% rise in the S&P 500 SPX, +1.95% and Nasdaq COMP, +1.55% since last March, investors may have forgotten that stocks can go down, too. But pullbacks of 5%-10% are common. Now that so much of the growth is priced in to stocks, we will see more of them.“We will probably have at least three or four more panic attacks over the next few months,” predicts Landis, at the Firsthand Technology Opportunities Fund.Inflation? No worriesBut like the one last week, the upcoming inflation tantrums will be buyable, because ultimately inflation is not really going to be a big problem for three reasons.1. The Covid-19 crisis has pulled forward technology. That will create a burst of productivity growth, which calms inflation fears among investors and the Fed. Productivity growth reduces pressure at companies to pass along the higher costs of labor and materials.2. In the background, the same factors that have been suppressing inflation for years are still in place — chiefly greater use of technology, global trade, and the aging of the population. Older people tend to spend less. And technology and trade lower the cost of goods.3. History shows inflation during times of solid economic growth doesn’t hurt stocks, according to a study published by Paulsen on March 1. Inflation when growth is sluggish can end stock market rallies. But we will have robust growth this year, so that doomsday scenario is unlikely.List of tech stocksTech stocks get hit harder during inflation tantrums because they are “long duration assets.” So much of their growth is in the distant future that when discount rates in valuation models go up, the perceived value of tech stocks falls hard.For a short list of tech stocks to consider buying during the next inflation tantrums, it makes sense to look at the holdings of Landis’ Firsthand Technology Opportunities Fund because he has such a solid record. During the past three to five years, his fund has beaten competing technology funds by over 10 percentage points annualized, according to Morningstar. He beats the Morningstar U.S. Technology stock index by 9.7 percentage points or more annualized, over the same time frame.His portfolio is an interesting source of ideas because it’s not the typical line up of Alphabet GOOGL, +3.10%, Amazon AMZN, +0.77% and Apple AAPL, +1.07%, though he does own Netflix NFLX, +1.00%. Instead, Landis likes to be ahead of the game by investing in earlier-stage tech companies that will grow because they are smaller — but still disrupters in some line of business.Here’s a guide to some of his favorite stocks.Roku, Chegg and CreeLandis is not afraid to let portfolio positions get huge if he still likes the company. That is the case with Roku ROKU, -1.78%, Chegg CHGG, -1.17% and Cree CREE, +4.39%. They represented 21.5%, 8.3% and 6% of his portfolio at the end of last year. That’s a vote of confidence, because many mutual fund portfolio managers like to cap position size at 2%-5%, to limit single-stock risk.“We still like these a lot,” says Landis.He expects Roku to continue to grow because it is so far ahead of competing streaming services that are stumbling as they ramp up. “It’s kind of a mess out there,” says Landis. “Roku has done a lot of the hard work that other companies are only just getting started on.” Roku makes money by selling channel buttons on its platform, digital advertising and content-distribution services. It also sells devices.Landis expects the online education company Chegg to continue growing now that people are more familiar with distance learning because of Covid-19.“Companies that can facilitate distance learning are in a better position now because everyone knows what works and what does not work,” says Landis. He thinks the education sector is ripe for “disruption” and Chegg will be one of the main companies shaking things up.Cree is a key producer of semiconductors used in electronic vehicles, which should support solid demand growth for years.ZscalerThe Internet is the new corporate network and the cloud is the new data center. So the old concept of security software that guards the perimeter of a corporate network is fading fast. Zscaler ZS, -3.06% offers security systems for this new environment. There are plenty of years of growth ahead because most companies are still in the early stages of moving to the cloud. Covid-19 has accelerated this transition, given that so many people work from home.DomoDomo’s DOMO, +1.06% Business Cloud platform helps people manage and learn from the vast amounts of data inside and outside their companies. The service helps managers collect, analyze, store and share data.Domo’s “Mr. Roboto” feature helps deploy machine-learning algorithms to analyze trends, make predictions and provide alerts.“For any business, there are a handful of internal and external metrics that people want on their personal dashboard every day,” says Landis. “Domo provides great tools to do that.”DocuSignDocuSign DOCU, -3.00% speeds up the pace of business by digitizing forms used in contracts and agreements. Its forms replace “wet” signatures with e-signatures. It also offers software that automates the whole process, called the DocuSign Agreement Cloud.To anyone who has used e-signatures on tax forms or work contracts, DocuSign may seem like a one-trick pony. But that’s not the case, says Landis. There’s plenty of room to expand in real estate, car dealerships and the venture-capital business, and highly regulated industries.Bill.comBill.com’s BILL, +0.23% cloud-based accounting software simplifies back-office operations for small businesses. Aside from tracking numbers, the software helps companies connect with suppliers and clients. Customers include most of the top 100 accounting firms, and also big companies like Bank of America BAC, +1.18%, J.P. Morgan Chase JPM, +0.23% and American Express AXP, +3.26%.But the sweet spot for growth is the startup that’s not locked in to legacy systems. “Accounting software systems are notorious for having market share just because they are incumbent,” says Landis. “But when people are setting up companies, they want to go with the best.”Qell AcquisitionWhile acknowledging the potential pitfalls in special purpose acquisition companies (SPACs), which I identify here, Landis welcomes them as a streamlined alternative to the traditional initial public offerings. Like me, Landis favors SPACs with a promising sponsor lineup.The sponsor slate at Qell QELLU, +2.43% suggests it will merge with an electric vehicle (EV) company. CEO and director Barry Engle worked at General Motors GM, +3.70% for years. And finance chief Sam Gabbita comes from OGCI Climate Investments, and a private investment fund specializing in sustainability investing called Element Partners. Given the amazing performance of Tesla TSLA, -3.78%, an EV SPAC may not be such a bad idea.","news_type":1},"isVote":1,"tweetType":1,"viewCount":357,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":235462488887408,"gmtCreate":1698518651643,"gmtModify":1698518656041,"author":{"id":"3568028719213232","authorId":"3568028719213232","name":"Salish","avatar":"https://static.tigerbbs.com/1bb5e20994e025036b5251c114a86a6c","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3568028719213232","authorIdStr":"3568028719213232"},"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/235462488887408","repostId":"235018384449552","repostType":1,"repost":{"id":235018384449552,"gmtCreate":1698409898654,"gmtModify":1698409906047,"author":{"id":"3527667620927015","authorId":"3527667620927015","name":"Tiger_Earnings","avatar":"https://static.tigerbbs.com/1849fb1fb43d93db3974fd09c5f65ff1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667620927015","authorIdStr":"3527667620927015"},"themes":[],"title":"Earnings Beats | How Do DXCM and COUR Achieve Surging Users and Beat Estimates?","htmlText":"1. <a href=\"https://ttm.financial/S/DXCM\">$DexCom(DXCM)$</a> +17.03%: Real-time continuous glucose monitor bring new customersThe maker of glucose monitoring system&nbsp;DexCom Inc. (DXCM) surged 17% after Q3 earnings significantly exceeded expectations.Adjusted EPS: 50 cents, outperformed the FactSet consensus of 34 cents.Revenue: $975.0 mln, surpassed the expected $939.6 mln.The strong performance was driven by volume growth and new customer additions due to increased awareness of their real-time continuous glucose monitor (CGM).Additionally, the company raised its revenue guidance for 2023, further boosting investor confidence in the stock.2. <a href=\"https://ttm.financial/S/COUR\">$Coursera, Inc.(COUR)$</a> +10.59%: Collaboration with major companies leads to significant increase in pay","listText":"1. <a href=\"https://ttm.financial/S/DXCM\">$DexCom(DXCM)$</a> +17.03%: Real-time continuous glucose monitor bring new customersThe maker of glucose monitoring system&nbsp;DexCom Inc. (DXCM) surged 17% after Q3 earnings significantly exceeded expectations.Adjusted EPS: 50 cents, outperformed the FactSet consensus of 34 cents.Revenue: $975.0 mln, surpassed the expected $939.6 mln.The strong performance was driven by volume growth and new customer additions due to increased awareness of their real-time continuous glucose monitor (CGM).Additionally, the company raised its revenue guidance for 2023, further boosting investor confidence in the stock.2. <a href=\"https://ttm.financial/S/COUR\">$Coursera, Inc.(COUR)$</a> +10.59%: Collaboration with major companies leads to significant increase in pay","text":"1. $DexCom(DXCM)$ +17.03%: Real-time continuous glucose monitor bring new customersThe maker of glucose monitoring system DexCom Inc. (DXCM) surged 17% after Q3 earnings significantly exceeded expectations.Adjusted EPS: 50 cents, outperformed the FactSet consensus of 34 cents.Revenue: $975.0 mln, surpassed the expected $939.6 mln.The strong performance was driven by volume growth and new customer additions due to increased awareness of their real-time continuous glucose monitor (CGM).Additionally, the company raised its revenue guidance for 2023, further boosting investor confidence in the stock.2. $Coursera, Inc.(COUR)$ +10.59%: Collaboration with major companies leads to significant increase in pay","images":[{"img":"https://community-static.tradeup.com/news/698e9da084ed5b48a060cc77524913a7","width":"1080","height":"1080"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/235018384449552","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":452,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":216321547231344,"gmtCreate":1693843592691,"gmtModify":1693843596801,"author":{"id":"3568028719213232","authorId":"3568028719213232","name":"Salish","avatar":"https://static.tigerbbs.com/1bb5e20994e025036b5251c114a86a6c","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3568028719213232","authorIdStr":"3568028719213232"},"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/216321547231344","repostId":"215870146060376","repostType":1,"repost":{"id":215870146060376,"gmtCreate":1693709764602,"gmtModify":1693709989318,"author":{"id":"4119585876197842","authorId":"4119585876197842","name":"TopdownCharts","avatar":"https://community-static.tradeup.com/news/c69065f7f9a5f0bb10b4a86f1e47f9fd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4119585876197842","authorIdStr":"4119585876197842"},"themes":[],"title":"Weekly S&P500 ChartStorm - Bull market correction","htmlText":"Learnings and conclusions from this week’s charts: <a href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$</a> The August price action looks like a bull market correction.However the correction drivers look to be turning down again and the market rebound has stalled at short-term overhead resistance.Seasonal downdrafts are most intense typically in late-Sep/early-Oct.Retail flows, hedge fund positioning, corporate buybacks, analyst earnings estimates are all displaying clear bullish/extreme optimism.Meanwhile the macro remains murky (e.g. from charts this week show JOLTS jobs jitters, student loan payments unpausing).Overall, there’s definitely a case to be made that the August sell-off was a sort of healthy correction, but at the same time, it might be a little healthier if it cleared","listText":"Learnings and conclusions from this week’s charts: <a href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$</a> The August price action looks like a bull market correction.However the correction drivers look to be turning down again and the market rebound has stalled at short-term overhead resistance.Seasonal downdrafts are most intense typically in late-Sep/early-Oct.Retail flows, hedge fund positioning, corporate buybacks, analyst earnings estimates are all displaying clear bullish/extreme optimism.Meanwhile the macro remains murky (e.g. from charts this week show JOLTS jobs jitters, student loan payments unpausing).Overall, there’s definitely a case to be made that the August sell-off was a sort of healthy correction, but at the same time, it might be a little healthier if it cleared","text":"Learnings and conclusions from this week’s charts: $S&P 500(.SPX)$ The August price action looks like a bull market correction.However the correction drivers look to be turning down again and the market rebound has stalled at short-term overhead resistance.Seasonal downdrafts are most intense typically in late-Sep/early-Oct.Retail flows, hedge fund positioning, corporate buybacks, analyst earnings estimates are all displaying clear bullish/extreme optimism.Meanwhile the macro remains murky (e.g. from charts this week show JOLTS jobs jitters, student loan payments unpausing).Overall, there’s definitely a case to be made that the August sell-off was a sort of healthy correction, but at the same time, it might be a little healthier if it cleared","images":[{"img":"https://community-static.tradeup.com/news/fd20d4be953264977adae9287e824836","width":"1456","height":"1380"},{"img":"https://community-static.tradeup.com/news/91e9d1327573b6b1e4e04801770e6556","width":"1456","height":"1324"},{"img":"https://community-static.tradeup.com/news/7e386f88dc7eadd631914cc64ae2c5a1","width":"1265","height":"837"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/215870146060376","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":10,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":333,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":185572042620960,"gmtCreate":1686344949843,"gmtModify":1686344953382,"author":{"id":"3568028719213232","authorId":"3568028719213232","name":"Salish","avatar":"https://static.tigerbbs.com/1bb5e20994e025036b5251c114a86a6c","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3568028719213232","authorIdStr":"3568028719213232"},"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/185572042620960","repostId":"185226726260784","repostType":1,"repost":{"id":185226726260784,"gmtCreate":1686229687924,"gmtModify":1686563144149,"author":{"id":"3501196737273098","authorId":"3501196737273098","name":"Tiger_comments","avatar":"https://community-static.tradeup.com/news/227887b200e9925968650d5db4a8bfb3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3501196737273098","authorIdStr":"3501196737273098"},"themes":[],"title":"[9th Anniv. Quiz] If I hold Nvidia and Microsoft, how to hedge possible pullback?","htmlText":"Has the long-awaited market correction finally begun? Yesterday, technology stocks generally experienced a decline, with prominent AI companies such as <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a> and <a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> dropping by 3%. <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a> closed at $374.75, <a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> closed at $323.38.If I hold tech stocks, how can I hedge against this? This article will introduce three options strategies to hedge against the potential market correction. 1. Buy putYou can purchase put options on Nvidia and Microsoft to provide downside protection. In the event of a pullback, the value of the put options would increase, offsetting some of","listText":"Has the long-awaited market correction finally begun? Yesterday, technology stocks generally experienced a decline, with prominent AI companies such as <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a> and <a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> dropping by 3%. <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a> closed at $374.75, <a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> closed at $323.38.If I hold tech stocks, how can I hedge against this? This article will introduce three options strategies to hedge against the potential market correction. 1. Buy putYou can purchase put options on Nvidia and Microsoft to provide downside protection. In the event of a pullback, the value of the put options would increase, offsetting some of","text":"Has the long-awaited market correction finally begun? Yesterday, technology stocks generally experienced a decline, with prominent AI companies such as $NVIDIA Corp(NVDA)$ and $Microsoft(MSFT)$ dropping by 3%. $NVIDIA Corp(NVDA)$ closed at $374.75, $Microsoft(MSFT)$ closed at $323.38.If I hold tech stocks, how can I hedge against this? This article will introduce three options strategies to hedge against the potential market correction. 1. Buy putYou can purchase put options on Nvidia and Microsoft to provide downside protection. In the event of a pullback, the value of the put options would increase, offsetting some of","images":[{"img":"https://community-static.tradeup.com/news/684a51a49183edfe293d8865d2a6701a","width":"1000","height":"809"},{"img":"https://community-static.tradeup.com/news/396c4be3645ace563faefcfc470f17da","width":"1801","height":"916"},{"img":"https://community-static.tradeup.com/news/f5b0ac3b4cf7edd37690ddecb3b5b443","width":"1080","height":"1403"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/185226726260784","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":347,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9009347228,"gmtCreate":1640533801845,"gmtModify":1676533524754,"author":{"id":"3568028719213232","authorId":"3568028719213232","name":"Salish","avatar":"https://static.tigerbbs.com/1bb5e20994e025036b5251c114a86a6c","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3568028719213232","authorIdStr":"3568028719213232"},"themes":[],"htmlText":"Tesla is the future","listText":"Tesla is the future","text":"Tesla is the future","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9009347228","isVote":1,"tweetType":1,"viewCount":457,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":323960832,"gmtCreate":1615299425726,"gmtModify":1704780789932,"author":{"id":"3568028719213232","authorId":"3568028719213232","name":"Salish","avatar":"https://static.tigerbbs.com/1bb5e20994e025036b5251c114a86a6c","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3568028719213232","authorIdStr":"3568028719213232"},"themes":[],"htmlText":"Yes indeed safe","listText":"Yes indeed safe","text":"Yes indeed safe","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/323960832","repostId":"1111423037","repostType":4,"repost":{"id":"1111423037","pubTimestamp":1615293095,"share":"https://ttm.financial/m/news/1111423037?lang=&edition=fundamental","pubTime":"2021-03-09 20:31","market":"us","language":"en","title":"This clear signal says the big tech unwind isn’t done yet, according to strategist","url":"https://stock-news.laohu8.com/highlight/detail?id=1111423037","media":"MarketWatch","summary":"Critical information for the U.S. trading day\nGet that Dow 32,000 beanie hat ready for Tuesday, as p","content":"<p>Critical information for the U.S. trading day</p>\n<p>Get that Dow&nbsp;32,000 beanie hat ready for Tuesday, as pressure in the bond market continues to ease and celebrating over a $1.9 trillion stimulus package carries on a bit. Futures are also pointing to a sharp rebound for technology stocks after the Nasdaq Composite&nbsp;fell into correction territory on Monday.</p>\n<p>One valid question to ask right now is, how much more of a pullback for techs will we see? “Our work on positioning suggests that the big tech unwind may be at least halfway done, but isn’t finished,” said Lori Calvasina, RBC Capital’s head of U.S. equity strategy, in our&nbsp;<b>call of the day</b>.</p>\n<p>Calvasina based this on a tracking of weekly Nasdaq futures contracts, provided by the U.S. Commodity Futures Trading Commission. The data are used by some on Wall Street as a measure of sentiment of how hedge funds and institutional investors are positioning in the U.S. equity markets.</p>\n<p>“This indicator…returned to 2013-2014 peaks on a dollar value basis [left image] earlier this year, and to levels that have marked the peak several times since then in terms of the number of contracts owned [right image],” she said. “While U.S. equity futures positioning generally has been highlighting risk of a pullback in stocks in recent months, that signal has been the most clear in Nasdaq positioning.”</p>\n<p><img src=\"https://static.tigerbbs.com/6281c4e4ef83849068bf0c3a1e1adfbe\" tg-width=\"1260\" tg-height=\"636\"></p>\n<p>As of the last update (last Tuesday’s close), the decline in Nasdaq futures positioning was roughly halfway back to the lows of 2018 in terms of dollar value and contracts, she said.</p>\n<p>Calvasina also suggested investors keep an eye on valuations for the tech + internet + media + telecom (TIMT) space, based on where those levels were in the bubble of 2000.</p>\n<p>“Our work here also suggests that big tech underperformance hasn’t run its course,” she said, even with sharp falls seen early this year, the weighted median forward price/earnings measure of TIMT sits at 26.2 times, well above a long-term average of 18.3 times. It is also elevated on a forward price/earnings relative to the S&amp;P 500.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7306c8462ecd9679fb16c08ac3a469c7\" tg-width=\"1260\" tg-height=\"646\"><span>UNCREDITED</span></p>\n<p>As for what investors should do now, Calvasina has been telling clients that small-caps look cheap versus large-caps, and financials, energy and material don’t look expensive yet.</p>\n<p>She is also eyeing the midcap space for a few reasons. Firstly, the Russell Midcap&nbsp;and S&amp;P 400 MidCap&nbsp;benchmark indexes are more exposed to cyclical sectors than TIMT, futures positioning on those smaller stocks isn’t looking stretched (see chart below) and valuations look attractive versus large-caps, and reasonable versus smaller companies, she argues.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/750d414832524e7c7c6e718db9a1d110\" tg-width=\"1260\" tg-height=\"653\"><span>UNCREDITED</span></p>\n<p>“We’ve been advising managers to move down market cap, given the tendency of low market cap to outperform within the Russell 1000&nbsp;coming out of recessions and over time,” said Calvasina.</p>\n<p><b>The markets</b></p>\n<p>Stock futures&nbsp;are pointing to gains across the board, led by beaten-down techs,up 2%. European markets&nbsp;are rising. That is as pressure on bonds ease up, with the yield on the 10-year U.S. Treasury note&nbsp;down 7 basis points to 1.52%.</p>\n<p><b>The chart</b></p>\n<p>It was a bumpy ride on Tuesday for China’s CSI 3000,which lost 2.1%, evenamid a reportthat Chinese state funds were buying stocks.</p>\n<p><img src=\"https://static.tigerbbs.com/f2dd0668688161c84ab8c9e5a6d520a8\" tg-width=\"906\" tg-height=\"482\"></p>\n<p><b>The quote</b></p>\n<p>“I’m happy that the market is broadening out.” That was Cathie Wood, founder of the popular ARK Investment Management and exchange-traded funds like ARK Innovation,speaking in aBloomberg interviewlate on Monday. She says she’s finding opportunities in the recent tech selloff.</p>\n<p><b>The buzz</b></p>\n<p>One stock that several ARK ETFs are exposed to is electric-car maker Tesla.The tech selloff has erasedmore than a quarter of a trillion dollarsoff the electric-car maker’s market cap in just over a month. But shares are up about 5% in premarket.</p>\n<p>Small businesses are less anxious, but wrestling with an uneven recovery, the latest&nbsp;data compiled by the National Federation of Independent Business showed.</p>\n<p>The COVID-19 vaccine from drug company Pfizer&nbsp;and its partner BioNTech&nbsp;neutralized a fast-spreading Brazilian variant of coronavirus,according to a new study.And Russia’s Sputnik V vaccine will soon beproduced in Europe.</p>\n<p>Shares of videogames retailer GameStop,the poster child of the retail frenzy from earlier this year, aresurging in premarketafter the company said it has createda new strategy committee&nbsp;to identify ways to accelerate its transformation. The Senate Banking Committee will hold a&nbsp;hearing on the GameStop saga on Tuesday.</p>\n<p>Stitch Fix&nbsp;shares are tumbling, after the retailer’s sales numbersfell short of Wall Street hopes.</p>\n<p>Zoom&nbsp;founder Eric Yuan transferred $6 billion worth of his shares to unspecified beneficiaries last week,says a regulatory filing.</p>","source":"market_watch","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>This clear signal says the big tech unwind isn’t done yet, according to 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\">\nThis clear signal says the big tech unwind isn’t done yet, according to strategist\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-09 20:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/this-clear-signal-says-the-big-tech-unwind-isnt-done-yet-according-to-strategist-11615292077?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Critical information for the U.S. trading day\nGet that Dow 32,000 beanie hat ready for Tuesday, as pressure in the bond market continues to ease and celebrating over a $1.9 trillion stimulus package ...</p>\n\n<a href=\"https://www.marketwatch.com/story/this-clear-signal-says-the-big-tech-unwind-isnt-done-yet-according-to-strategist-11615292077?mod=home-page\">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",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://www.marketwatch.com/story/this-clear-signal-says-the-big-tech-unwind-isnt-done-yet-according-to-strategist-11615292077?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1111423037","content_text":"Critical information for the U.S. trading day\nGet that Dow 32,000 beanie hat ready for Tuesday, as pressure in the bond market continues to ease and celebrating over a $1.9 trillion stimulus package carries on a bit. Futures are also pointing to a sharp rebound for technology stocks after the Nasdaq Composite fell into correction territory on Monday.\nOne valid question to ask right now is, how much more of a pullback for techs will we see? “Our work on positioning suggests that the big tech unwind may be at least halfway done, but isn’t finished,” said Lori Calvasina, RBC Capital’s head of U.S. equity strategy, in our call of the day.\nCalvasina based this on a tracking of weekly Nasdaq futures contracts, provided by the U.S. Commodity Futures Trading Commission. The data are used by some on Wall Street as a measure of sentiment of how hedge funds and institutional investors are positioning in the U.S. equity markets.\n“This indicator…returned to 2013-2014 peaks on a dollar value basis [left image] earlier this year, and to levels that have marked the peak several times since then in terms of the number of contracts owned [right image],” she said. “While U.S. equity futures positioning generally has been highlighting risk of a pullback in stocks in recent months, that signal has been the most clear in Nasdaq positioning.”\n\nAs of the last update (last Tuesday’s close), the decline in Nasdaq futures positioning was roughly halfway back to the lows of 2018 in terms of dollar value and contracts, she said.\nCalvasina also suggested investors keep an eye on valuations for the tech + internet + media + telecom (TIMT) space, based on where those levels were in the bubble of 2000.\n“Our work here also suggests that big tech underperformance hasn’t run its course,” she said, even with sharp falls seen early this year, the weighted median forward price/earnings measure of TIMT sits at 26.2 times, well above a long-term average of 18.3 times. It is also elevated on a forward price/earnings relative to the S&P 500.\nUNCREDITED\nAs for what investors should do now, Calvasina has been telling clients that small-caps look cheap versus large-caps, and financials, energy and material don’t look expensive yet.\nShe is also eyeing the midcap space for a few reasons. Firstly, the Russell Midcap and S&P 400 MidCap benchmark indexes are more exposed to cyclical sectors than TIMT, futures positioning on those smaller stocks isn’t looking stretched (see chart below) and valuations look attractive versus large-caps, and reasonable versus smaller companies, she argues.\nUNCREDITED\n“We’ve been advising managers to move down market cap, given the tendency of low market cap to outperform within the Russell 1000 coming out of recessions and over time,” said Calvasina.\nThe markets\nStock futures are pointing to gains across the board, led by beaten-down techs,up 2%. European markets are rising. That is as pressure on bonds ease up, with the yield on the 10-year U.S. Treasury note down 7 basis points to 1.52%.\nThe chart\nIt was a bumpy ride on Tuesday for China’s CSI 3000,which lost 2.1%, evenamid a reportthat Chinese state funds were buying stocks.\n\nThe quote\n“I’m happy that the market is broadening out.” That was Cathie Wood, founder of the popular ARK Investment Management and exchange-traded funds like ARK Innovation,speaking in aBloomberg interviewlate on Monday. She says she’s finding opportunities in the recent tech selloff.\nThe buzz\nOne stock that several ARK ETFs are exposed to is electric-car maker Tesla.The tech selloff has erasedmore than a quarter of a trillion dollarsoff the electric-car maker’s market cap in just over a month. But shares are up about 5% in premarket.\nSmall businesses are less anxious, but wrestling with an uneven recovery, the latest data compiled by the National Federation of Independent Business showed.\nThe COVID-19 vaccine from drug company Pfizer and its partner BioNTech neutralized a fast-spreading Brazilian variant of coronavirus,according to a new study.And Russia’s Sputnik V vaccine will soon beproduced in Europe.\nShares of videogames retailer GameStop,the poster child of the retail frenzy from earlier this year, aresurging in premarketafter the company said it has createda new strategy committee to identify ways to accelerate its transformation. The Senate Banking Committee will hold a hearing on the GameStop saga on Tuesday.\nStitch Fix shares are tumbling, after the retailer’s sales numbersfell short of Wall Street hopes.\nZoom founder Eric Yuan transferred $6 billion worth of his shares to unspecified beneficiaries last week,says a regulatory filing.","news_type":1},"isVote":1,"tweetType":1,"viewCount":541,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":329562198,"gmtCreate":1615259711914,"gmtModify":1704780250484,"author":{"id":"3568028719213232","authorId":"3568028719213232","name":"Salish","avatar":"https://static.tigerbbs.com/1bb5e20994e025036b5251c114a86a6c","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3568028719213232","authorIdStr":"3568028719213232"},"themes":[],"htmlText":"Nice article","listText":"Nice article","text":"Nice article","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/329562198","repostId":"1158047033","repostType":4,"isVote":1,"tweetType":1,"viewCount":601,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":329566610,"gmtCreate":1615259659730,"gmtModify":1704780249676,"author":{"id":"3568028719213232","authorId":"3568028719213232","name":"Salish","avatar":"https://static.tigerbbs.com/1bb5e20994e025036b5251c114a86a6c","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3568028719213232","authorIdStr":"3568028719213232"},"themes":[],"htmlText":"✌️","listText":"✌️","text":"✌️","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/329566610","repostId":"1158047033","repostType":4,"isVote":1,"tweetType":1,"viewCount":345,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":364490363,"gmtCreate":1614868790852,"gmtModify":1704776299620,"author":{"id":"3568028719213232","authorId":"3568028719213232","name":"Salish","avatar":"https://static.tigerbbs.com/1bb5e20994e025036b5251c114a86a6c","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3568028719213232","authorIdStr":"3568028719213232"},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/364490363","repostId":"1109661138","repostType":4,"repost":{"id":"1109661138","pubTimestamp":1614868361,"share":"https://ttm.financial/m/news/1109661138?lang=&edition=fundamental","pubTime":"2021-03-04 22:32","market":"other","language":"en","title":"Stocks are flat as market struggles to rebound from back-to-back losses","url":"https://stock-news.laohu8.com/highlight/detail?id=1109661138","media":"cnbc","summary":"(March 4) U.S. stock index futures were trading near the flatline early Thursday, as a better-than-e","content":"<div>\n<p>(March 4) U.S. stock index futures were trading near the flatline early Thursday, as a better-than-expected reading on weekly jobless claims supported sentiment on Wall Street.Futures contracts tied ...</p>\n\n<a href=\"https://www.cnbc.com/2021/03/03/stock-market-open-to-close-news.html\">Web Link</a>\n\n</div>\n","source":"cnbc_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> Stocks are flat as market struggles to rebound from back-to-back losses</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\">\n Stocks are flat as market struggles to rebound from back-to-back losses\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-04 22:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/03/03/stock-market-open-to-close-news.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(March 4) U.S. stock index futures were trading near the flatline early Thursday, as a better-than-expected reading on weekly jobless claims supported sentiment on Wall Street.Futures contracts tied ...</p>\n\n<a href=\"https://www.cnbc.com/2021/03/03/stock-market-open-to-close-news.html\">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",".SPX":"S&P 500 Index","SPY":"标普500ETF",".IXIC":"NASDAQ Composite"},"source_url":"https://www.cnbc.com/2021/03/03/stock-market-open-to-close-news.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1109661138","content_text":"(March 4) U.S. stock index futures were trading near the flatline early Thursday, as a better-than-expected reading on weekly jobless claims supported sentiment on Wall Street.Futures contracts tied to the Dow Jones Industrial Average pointed to a slight gain 30 points at the open. S&P 500 futures and Nasdaq 100 futures were flat.First-time filings for unemployment insurance in the week ended Feb. 27 totaled 745,000, a touch below the Dow Jones estimate of 750,000,the Labor Department reported Thursday.Investors also awaited a speech from Federal Reserve Chair Jerome Powell, who is set to join The Wall Street Journal Jobs Summit to talk about the economy later Thursday.Treasury yields, which have been keeping investors on edge in recent weeks, edged up once again. The benchmark10-year Treasury yieldtraded slightly higher at 1.47%. Last week, the rate soared to a high of 1.6% in a sudden move that sparked a big sell-off in stocks.Stocks posted heavy losses during Wednesday’s regular trading as rising bond yields spooked investors. The S&P 500 dipped 1.3%, while the Dow Jones Industrial Average closed 119 points, or 0.38%, lower. The Nasdaq Composite was the relative underperformer, falling 2.7% as tech names declined. The index is on track to post its third straight negative week — the longest weekly losing streak since September.Major averages started the week with a surge with the Dow jumping 600 points on Monday, but the rally failed to carry through amid lingering concerns about higher interest rates and tech valuations.“Our current strategy work suggests robust economic growth this year with a modest increase in inflation,” noted Scott Wren, senior global equity strategist at Wells Fargo Investment Institute. “In attempting to read the tea leaves, the steepening of the yield curve, in our opinion, reflects the market’s belief that growth and inflation should continue to move back toward appropriate levels as the pandemic eases. We view this as a positive for stocks and other risk assets, like commodities,” he added.During Wednesday’s session, one bright spot was companies tied to the economy’s reopening. Shares of airline and cruise line operators advanced after President Joe Biden said Tuesday that the U.S. will have enough Covid-19 vaccines for all adults by the end of May.Additional stimulus measures could also inject optimism into the market. The Senate is currently debating the $1.9 trillion relief packagepassed by the House on Saturday.“Our macro team sees the economy as spring-loaded given the vaccinations and additional stimulus,” Keith Lerner, Truist chief market strategist, wrote in a note to clients. “The ability and desire of the consumer to spend on services and experiences should lead to the best economic growth we have seen in over 35 years.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":739,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}