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trevor_t3
2022-11-29
$Invesco QQQ Trust(QQQ)$
trevor_t3
2022-11-23
$Intel(INTC)$
trevor_t3
2022-11-21
$Unity Software Inc.(U)$
trevor_t3
2022-11-18
@ZGChen84
@Blessedme
@MHh
grateful for all people who share their insightful knowledge in this community, keep learning with different perspectives
trevor_t3
2022-11-18
$Taiwan Semiconductor Manufacturing(TSM)$
trevor_t3
2022-11-17
$PING AN(02318)$
trevor_t3
2022-11-16
$AMD(AMD)$
trevor_t3
2022-11-12
$Unity Software Inc.(U)$
trevor_t3
2022-11-10
$Unity Software Inc.(U)$
trevor_t3
2022-11-09
$Palantir Technologies Inc.(PLTR)$
trevor_t3
2022-11-08
$Invesco QQQ Trust(QQQ)$
trevor_t3
2022-11-07
$Alphabet(GOOG)$
trevor_t3
2022-11-06
$AMD(AMD)$
trevor_t3
2022-11-04
$Microsoft(MSFT)$
trevor_t3
2022-10-31
$PING AN(02318)$
trevor_t3
2022-10-20
$TENCENT(00700)$
trevor_t3
2022-10-19
$Alphabet(GOOG)$
trevor_t3
2022-10-18
$NIO Inc.(NIO)$
trevor_t3
2022-10-14
$Alphabet(GOOG)$
trevor_t3
2022-10-13
$Microsoft(MSFT)$
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data-views=\"1\"></v-v>","text":"$Alphabet(GOOG)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9983942941","isVote":1,"tweetType":1,"viewCount":426,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9989428941,"gmtCreate":1666063676683,"gmtModify":1676537699959,"author":{"id":"4091698713343880","authorId":"4091698713343880","name":"trevor_t3","avatar":"https://static.tigerbbs.com/7289d8efb289d515ed5d1fcab998f5c8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091698713343880","authorIdStr":"4091698713343880"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$</a><v-v data-views=\"1\"></v-v>","text":"$NIO Inc.(NIO)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9989428941","isVote":1,"tweetType":1,"viewCount":472,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9980867232,"gmtCreate":1665705612626,"gmtModify":1676537651341,"author":{"id":"4091698713343880","authorId":"4091698713343880","name":"trevor_t3","avatar":"https://static.tigerbbs.com/7289d8efb289d515ed5d1fcab998f5c8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091698713343880","authorIdStr":"4091698713343880"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$</a><v-v data-views=\"1\"></v-v>","text":"$Alphabet(GOOG)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9980867232","isVote":1,"tweetType":1,"viewCount":501,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9980052842,"gmtCreate":1665620433786,"gmtModify":1676537636382,"author":{"id":"4091698713343880","authorId":"4091698713343880","name":"trevor_t3","avatar":"https://static.tigerbbs.com/7289d8efb289d515ed5d1fcab998f5c8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091698713343880","authorIdStr":"4091698713343880"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a><v-v data-views=\"1\"></v-v>","text":"$Microsoft(MSFT)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9980052842","isVote":1,"tweetType":1,"viewCount":562,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9005175455,"gmtCreate":1642215174520,"gmtModify":1676533693678,"author":{"id":"4091698713343880","authorId":"4091698713343880","name":"trevor_t3","avatar":"https://static.tigerbbs.com/7289d8efb289d515ed5d1fcab998f5c8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091698713343880","authorIdStr":"4091698713343880"},"themes":[],"htmlText":"Will wait for it to drop before consider buying","listText":"Will wait for it to drop before consider buying","text":"Will wait for it to drop before consider buying","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9005175455","repostId":"1111390927","repostType":4,"repost":{"id":"1111390927","kind":"news","pubTimestamp":1642212037,"share":"https://ttm.financial/m/news/1111390927?lang=&edition=full_marsco","pubTime":"2022-01-15 10:00","market":"us","language":"en","title":"Microsoft Likely to Be a Metaverse 'Winner,' Bernstein Says","url":"https://stock-news.laohu8.com/highlight/detail?id=1111390927","media":"Seeking Alpha","summary":"Microsoft(NASDAQ:MSFT)is likely to be one of the \"big\" winners in the metaverse, investment firm Bernstein noted, pointing out that the journey fromconcept to reality will be beneficial for software s","content":"<html><head></head><body><ul><li>Microsoft(NASDAQ:MSFT)is likely to be one of the "big" winners in the metaverse, investment firm Bernstein noted, pointing out that the journey from concept to reality will be beneficial for software spending, particularly from the Redmond, Washington-based tech giant.</li><li>Analyst Dr. Mark Moerdler, who rates the Satya Nadella-led company outperform with a $364 price target, notes that Microsoft is well positioned to help deliver a metaverse platform today, even if it's still a nascent idea: it has the Azure platform, it's already created the HoloLens and Mixed Reality devices, Microsoft Graph to understand a person's relationships and how they interact; Microsoft Mesh, its expertise in gaming as well as LinkedIn, to help drive the business social aspect of the metaverse.</li><li>"Microsoft is delivering on what many expect will be needed for the Metaverse," Moerdler wrote in a note to clients." While this potential next driver of growth is not part of our thesis today it could be a meaningful driver for numerous parts of the business."</li><li>Microsoft (MSFT) shares are up more than 1% to $307.94in mid-day trading.</li><li>There's a lot of hype surrounding the metaverse and just exactly what it will entail, but one thing is clear, Moerdler believes: that it will be good for enterprise software and different companies will see upside depending on what they offer and how it evolves.</li><li>Though Microsoft (MSFT) is expected to be the "big winner," according to Bernstein's Moerdler, other software companies are also likely to benefit, notably Adobe(NASDAQ:ADBE)and Salesforce.com(NYSE:CRM).</li><li>Salesforce's acquisition of Slack is being integrated into its existing customer relationship management solutions and the company has been positive about the metaverse, particularly as it relates to marketing. "We would expect to see meaningful investments by Salesforce in the Multiverse including one or more acquisitions to capture IP, market position, market share, and of course revenue," Moerdler explained.</li><li>Adobe (ADBE) could see upside from its Creative Cloud suite, "especially as more and different types of content creators will be required," Moerdler explained.</li><li>Nonetheless, the firm believes that it is Microsoft (MSFT) that will likely benefit the most, as "the best probability of success is going to be based, in our opinion, on those companies with the depth and breadth of functionality that could be required by the Metaverse as well as the market position and financial position to drive a successful outcome."</li><li>On Thursday, Microsoft (MSFT)said it hired a law firm to look into the company's sexual harassment policies.</li></ul></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Microsoft Likely to Be a Metaverse 'Winner,' Bernstein Says</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\">\nMicrosoft Likely to Be a Metaverse 'Winner,' Bernstein Says\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-15 10:00 GMT+8 <a href=https://seekingalpha.com/news/3788374-microsoft-likely-to-be-a-metaverse-winner-bernstein-says><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Microsoft(NASDAQ:MSFT)is likely to be one of the \"big\" winners in the metaverse, investment firm Bernstein noted, pointing out that the journey from concept to reality will be beneficial for software ...</p>\n\n<a href=\"https://seekingalpha.com/news/3788374-microsoft-likely-to-be-a-metaverse-winner-bernstein-says\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软"},"source_url":"https://seekingalpha.com/news/3788374-microsoft-likely-to-be-a-metaverse-winner-bernstein-says","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111390927","content_text":"Microsoft(NASDAQ:MSFT)is likely to be one of the \"big\" winners in the metaverse, investment firm Bernstein noted, pointing out that the journey from concept to reality will be beneficial for software spending, particularly from the Redmond, Washington-based tech giant.Analyst Dr. Mark Moerdler, who rates the Satya Nadella-led company outperform with a $364 price target, notes that Microsoft is well positioned to help deliver a metaverse platform today, even if it's still a nascent idea: it has the Azure platform, it's already created the HoloLens and Mixed Reality devices, Microsoft Graph to understand a person's relationships and how they interact; Microsoft Mesh, its expertise in gaming as well as LinkedIn, to help drive the business social aspect of the metaverse.\"Microsoft is delivering on what many expect will be needed for the Metaverse,\" Moerdler wrote in a note to clients.\" While this potential next driver of growth is not part of our thesis today it could be a meaningful driver for numerous parts of the business.\"Microsoft (MSFT) shares are up more than 1% to $307.94in mid-day trading.There's a lot of hype surrounding the metaverse and just exactly what it will entail, but one thing is clear, Moerdler believes: that it will be good for enterprise software and different companies will see upside depending on what they offer and how it evolves.Though Microsoft (MSFT) is expected to be the \"big winner,\" according to Bernstein's Moerdler, other software companies are also likely to benefit, notably Adobe(NASDAQ:ADBE)and Salesforce.com(NYSE:CRM).Salesforce's acquisition of Slack is being integrated into its existing customer relationship management solutions and the company has been positive about the metaverse, particularly as it relates to marketing. \"We would expect to see meaningful investments by Salesforce in the Multiverse including one or more acquisitions to capture IP, market position, market share, and of course revenue,\" Moerdler explained.Adobe (ADBE) could see upside from its Creative Cloud suite, \"especially as more and different types of content creators will be required,\" Moerdler explained.Nonetheless, the firm believes that it is Microsoft (MSFT) that will likely benefit the most, as \"the best probability of success is going to be based, in our opinion, on those companies with the depth and breadth of functionality that could be required by the Metaverse as well as the market position and financial position to drive a successful outcome.\"On Thursday, Microsoft (MSFT)said it hired a law firm to look into the company's sexual harassment policies.","news_type":1},"isVote":1,"tweetType":1,"viewCount":641,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":895888288,"gmtCreate":1628733383444,"gmtModify":1676529835571,"author":{"id":"4091698713343880","authorId":"4091698713343880","name":"trevor_t3","avatar":"https://static.tigerbbs.com/7289d8efb289d515ed5d1fcab998f5c8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091698713343880","authorIdStr":"4091698713343880"},"themes":[],"htmlText":"Competitors increasing and dont forget the existing car makers also going into EV","listText":"Competitors increasing and dont forget the existing car makers also going into EV","text":"Competitors increasing and dont forget the existing car makers also going into EV","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/895888288","repostId":"1149859103","repostType":4,"isVote":1,"tweetType":1,"viewCount":958,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9910919698,"gmtCreate":1663546697214,"gmtModify":1676537286509,"author":{"id":"4091698713343880","authorId":"4091698713343880","name":"trevor_t3","avatar":"https://static.tigerbbs.com/7289d8efb289d515ed5d1fcab998f5c8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091698713343880","authorIdStr":"4091698713343880"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9910919698","repostId":"1100137906","repostType":4,"repost":{"id":"1100137906","kind":"news","pubTimestamp":1663560476,"share":"https://ttm.financial/m/news/1100137906?lang=&edition=full_marsco","pubTime":"2022-09-19 12:07","market":"us","language":"en","title":"The Fed Needs To Break The Market At This Week's Meeting","url":"https://stock-news.laohu8.com/highlight/detail?id=1100137906","media":"Seeking Alpha","summary":"SummaryThe Fed has no room for errors at this week's FOMC meeting.The communications must be crystal","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>The Fed has no room for errors at this week's FOMC meeting.</li><li>The communications must be crystal to avoid a repeat of the July disaster.</li><li>The Fed needs the market to cave in to its demands.</li></ul><p>No matter how much the Fed has tried, the market still doesn't believe how serious the Fed is about bringing down inflation. The Fed has consistently said that it plans to raise rates to restrictive territory and hold rates there until there are clear signs that inflation is heading lower.</p><p>Yes, the Fed made a massive attempt to rein in the markets at Jackson Hole and hammered the point further in the days after Jackson Hole. Now, it needs to seal the deal. Yes, the market has started to buckle, but not enough. Fed Funds futures have repriced rapidly and now see terminal rates hitting nearly 4.4% by April.</p><p><img src=\"https://static.tigerbbs.com/747885c2bf42aec7edd0434de89ff03d\" tg-width=\"640\" tg-height=\"500\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p><b>Markets Still Don't Believe The Fed</b></p><p>But still, the market is pricing in rate cuts by the end of 2023 and sees rates falling back to 4%. So yes, while the market agrees that rates need to go higher, it still believes the Fed will be cutting rates by around 40 bps by the end of next year. The spread between the April 2023 Fed Fund futures and December 2023 contracts on August 25 was 32 bps. The current spread suggests the market believes the Fed may be more aggressive in cutting rates next year.</p><p><img src=\"https://static.tigerbbs.com/8f8a05f27f21f9f58f44993c24f0daa1\" tg-width=\"640\" tg-height=\"244\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>Sure, the Fed is making progress on higher rates, but the market doesn't believe that the Fed will be holding rates at the terminal level. That is where the Fed needs to finish what it started at Jackson Hole, and the best place for the Fed to deliver that final blow will be in its Summary of Economic Projections, or dot plots.</p><p><b>Higher For Longer</b></p><p>If the Fed wants to make its point clear, it will need to ensure that it not only sees rates getting to 4.4% or higher by the middle of 2023 but that it sees rates staying there for all of 2023 and perhaps through 2024. That is the message the Fed needs to send the market so that the Fed Funds futures begin repricing with that terminal rate holding at 4.4% so that the back of the futures curve lifts.</p><p><img src=\"https://static.tigerbbs.com/c6a3147d1203e0785cbe84a8f5761d45\" tg-width=\"640\" tg-height=\"312\" referrerpolicy=\"no-referrer\"/></p><p>Mott Capital</p><p>It is a critical message because if the Fed can deliver it, it would help to reprice the Treasury and Real Yield curve, pulling longer-term rates higher. It would help to steepen the yield curve, especially on rates beyond the 2-year, where a clear inversion occurs on both nominal and real yields.</p><p><img src=\"https://static.tigerbbs.com/077b423c22c6af690494f068eac8c266\" tg-width=\"640\" tg-height=\"342\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>This curve reshaping would be very bullish for the dollar and help it continue strengthening over the euro, yen, and yuan. Meanwhile, it would be bad news for risk assets, especially stocks, as rising real yields would weigh heavily on equity valuations.</p><p><b>No Room For Error</b></p><p>The Fed can't afford to have the same disaster at the July FOMC meeting, which made financial conditions materially ease. As much as financial conditions have tightened since Jackson Hole, they have not tightened enough. The Chicago Fed Financial Conditions Index (NFCI) and adjusted NFCI is still well below their late June highs, while the Bloomberg Financial Conditions Index (the measurements are inverted) has also failed to get back to June levels. The Goldman Sachs US Financial Conditions Index is the only index that shows financial conditions have tightened back to their June levels.</p><p><img src=\"https://static.tigerbbs.com/466b229bd2abeb5cbc959893c58891b4\" tg-width=\"640\" tg-height=\"337\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>The Fed cannot afford to get further behind the inflation battle and needs rates to continue pushing higher and financial conditions to tighten further. The Fed is still very much behind in bringing inflation down. The Fed Funds rates are profoundly negative against the inflation rate on CPI and PCE measures, including or excluding energy.</p><p><img src=\"https://static.tigerbbs.com/00da5e8bda75fedfab02d3efed87ff04\" tg-width=\"640\" tg-height=\"336\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p><b>The Fed Needs To Break The Market</b></p><p>This is the Fed's battle, and it needs the market to align with its view if it has any chance of bringing inflation down. Because the Fed can only really move the front of the yield curve, but through communications and projections, it can heavily influence the longer-dated side of the curve, and that is the part of the curve the Fed has struggled the most with.</p><p>So while stocks may rise sharply if the Fed only delivers a 75 bps rate, don't be surprised if that rally fades quickly if the Fed can provide a hawkish message through its forward guidance. That is where the Fed can finally shock the markets and get them to break.</p><p>Because for the first time in many years, it may be the market that finally gives into the Fed, not the Fed giving into the market.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The Fed Needs To Break The Market At This Week's Meeting</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe Fed Needs To Break The Market At This Week's Meeting\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-19 12:07 GMT+8 <a href=https://seekingalpha.com/article/4541678-fed-needs-break-market-this-week-meeting><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryThe Fed has no room for errors at this week's FOMC meeting.The communications must be crystal to avoid a repeat of the July disaster.The Fed needs the market to cave in to its demands.No matter...</p>\n\n<a href=\"https://seekingalpha.com/article/4541678-fed-needs-break-market-this-week-meeting\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://seekingalpha.com/article/4541678-fed-needs-break-market-this-week-meeting","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100137906","content_text":"SummaryThe Fed has no room for errors at this week's FOMC meeting.The communications must be crystal to avoid a repeat of the July disaster.The Fed needs the market to cave in to its demands.No matter how much the Fed has tried, the market still doesn't believe how serious the Fed is about bringing down inflation. The Fed has consistently said that it plans to raise rates to restrictive territory and hold rates there until there are clear signs that inflation is heading lower.Yes, the Fed made a massive attempt to rein in the markets at Jackson Hole and hammered the point further in the days after Jackson Hole. Now, it needs to seal the deal. Yes, the market has started to buckle, but not enough. Fed Funds futures have repriced rapidly and now see terminal rates hitting nearly 4.4% by April.BloombergMarkets Still Don't Believe The FedBut still, the market is pricing in rate cuts by the end of 2023 and sees rates falling back to 4%. So yes, while the market agrees that rates need to go higher, it still believes the Fed will be cutting rates by around 40 bps by the end of next year. The spread between the April 2023 Fed Fund futures and December 2023 contracts on August 25 was 32 bps. The current spread suggests the market believes the Fed may be more aggressive in cutting rates next year.BloombergSure, the Fed is making progress on higher rates, but the market doesn't believe that the Fed will be holding rates at the terminal level. That is where the Fed needs to finish what it started at Jackson Hole, and the best place for the Fed to deliver that final blow will be in its Summary of Economic Projections, or dot plots.Higher For LongerIf the Fed wants to make its point clear, it will need to ensure that it not only sees rates getting to 4.4% or higher by the middle of 2023 but that it sees rates staying there for all of 2023 and perhaps through 2024. That is the message the Fed needs to send the market so that the Fed Funds futures begin repricing with that terminal rate holding at 4.4% so that the back of the futures curve lifts.Mott CapitalIt is a critical message because if the Fed can deliver it, it would help to reprice the Treasury and Real Yield curve, pulling longer-term rates higher. It would help to steepen the yield curve, especially on rates beyond the 2-year, where a clear inversion occurs on both nominal and real yields.BloombergThis curve reshaping would be very bullish for the dollar and help it continue strengthening over the euro, yen, and yuan. Meanwhile, it would be bad news for risk assets, especially stocks, as rising real yields would weigh heavily on equity valuations.No Room For ErrorThe Fed can't afford to have the same disaster at the July FOMC meeting, which made financial conditions materially ease. As much as financial conditions have tightened since Jackson Hole, they have not tightened enough. The Chicago Fed Financial Conditions Index (NFCI) and adjusted NFCI is still well below their late June highs, while the Bloomberg Financial Conditions Index (the measurements are inverted) has also failed to get back to June levels. The Goldman Sachs US Financial Conditions Index is the only index that shows financial conditions have tightened back to their June levels.BloombergThe Fed cannot afford to get further behind the inflation battle and needs rates to continue pushing higher and financial conditions to tighten further. The Fed is still very much behind in bringing inflation down. The Fed Funds rates are profoundly negative against the inflation rate on CPI and PCE measures, including or excluding energy.BloombergThe Fed Needs To Break The MarketThis is the Fed's battle, and it needs the market to align with its view if it has any chance of bringing inflation down. Because the Fed can only really move the front of the yield curve, but through communications and projections, it can heavily influence the longer-dated side of the curve, and that is the part of the curve the Fed has struggled the most with.So while stocks may rise sharply if the Fed only delivers a 75 bps rate, don't be surprised if that rally fades quickly if the Fed can provide a hawkish message through its forward guidance. That is where the Fed can finally shock the markets and get them to break.Because for the first time in many years, it may be the market that finally gives into the Fed, not the Fed giving into the market.","news_type":1},"isVote":1,"tweetType":1,"viewCount":323,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9001282118,"gmtCreate":1641257423519,"gmtModify":1676533589397,"author":{"id":"4091698713343880","authorId":"4091698713343880","name":"trevor_t3","avatar":"https://static.tigerbbs.com/7289d8efb289d515ed5d1fcab998f5c8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091698713343880","authorIdStr":"4091698713343880"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9001282118","repostId":"2200886475","repostType":4,"repost":{"id":"2200886475","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1641250187,"share":"https://ttm.financial/m/news/2200886475?lang=&edition=full_marsco","pubTime":"2022-01-04 06:49","market":"us","language":"en","title":"S&P 500, Dow hit record highs on 1st trading day of 2022","url":"https://stock-news.laohu8.com/highlight/detail?id=2200886475","media":"Reuters","summary":"* Tesla charges ahead on better-than-expected deliveries* Banks gain as Treasury yields rally* Dow u","content":"<html><head></head><body><p>* Tesla charges ahead on better-than-expected deliveries</p><p>* Banks gain as Treasury yields rally</p><p>* Dow up 0.7%, S&P 500 up 0.6%, Nasdaq up 1.2%</p><p>NEW YORK, Jan 3 (Reuters) - The S&P 500 and Dow Jones Industrial Average posted closing record highs on the first trading day of the year on Monday, helped by gains in Tesla Inc and bank shares.</p><p>Apple Inc became the first company to hit a $3 trillion market capitalization but ended the day slightly below that. Its shares ended up 2.5% at $182.01 after rising as high as $182.88 during the session.</p><p>Tesla's shares jumped 13.5% after the electric car maker's quarterly deliveries beat analysts' estimates, riding out global chip shortages as it ramped up production in China.</p><p>The two stocks gave the biggest boosts to the S&P 500, but market watchers said easing investor worries about the economic impact of the Omicron variant of the coronavirus also helped market sentiment, even with rising COVID-19 case numbers.</p><p>"The real news is people feel like this latest round of COVID is not going to be economically debilitating in that a lot of restrictions and lockdowns are going to be required," said Stephen Massocca, senior vice president at Wedbush Securities in San Francisco.</p><p>Among the latest developments, the U.S. Food and Drug Administration authorized a third dose of Pfizer Inc and BioNTech's COVID-19 vaccine for children aged 12 to 15.</p><p>Thousands of U.S. schools have delayed this week's scheduled return to classrooms following the holiday break or switched to remote learning as the Omicron variant drives record levels of COVID-19.</p><p>Massocca said market strength is not surprising as a new year starts, given the January effect, or belief by some investors that stocks will rise that month more than in other months.</p><p>"It bodes well to see the market so resilient," he said.</p><p>All of Wall Street's main indexes ended 2021 with monthly, quarterly and annual gains, recording their biggest three-year advance since 1999.</p><p>The Dow Jones Industrial Average rose 246.76 points, or 0.68%, to 36,585.06; the S&P 500 gained 30.38 points, or 0.64%, at 4,796.56; and the Nasdaq Composite added 187.83 points, or 1.2%, at 15,832.80.</p><p>Energy and financial sectors were among top gainers, with bank shares rising along with U.S. Treasury yields as investors braced for what could be an earlier-than-expected interest rate hike by the Federal Reserve this year despite the recent jump in COVID-19 cases.</p><p>Energy shares climbed with crude oil prices and upbeat prospects for demand.</p><p>Wells Fargo's shares advanced 5.7%, also helped by their upgrade to "overweight" by Barclays.</p><p>The benchmark S&P 500 added 27% in 2021 and reported 70 record-high closes, its the second-most ever, in a tumultuous year hit by new COVID-19 variants and supply chain shortages.</p><p>The Dow added 18.7% for the year and the tech-heavy Nasdaq gained 21.4%.</p><p>Advancing issues outnumbered decliners on the NYSE by a 1.34-to-1 ratio; on Nasdaq, a 2.27-to-1 ratio favored advancers.</p><p>The S&P 500 posted 20 new 52-week highs and no new lows; the Nasdaq Composite recorded 89 new highs and 55 new lows.</p><p>Volume on U.S. exchanges was 10.00 billion shares, compared with the 10.36 billion average for the full session over the last 20 trading days.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>S&P 500, Dow hit record highs on 1st trading day of 2022</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nS&P 500, Dow hit record highs on 1st trading day of 2022\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-01-04 06:49</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>* Tesla charges ahead on better-than-expected deliveries</p><p>* Banks gain as Treasury yields rally</p><p>* Dow up 0.7%, S&P 500 up 0.6%, Nasdaq up 1.2%</p><p>NEW YORK, Jan 3 (Reuters) - The S&P 500 and Dow Jones Industrial Average posted closing record highs on the first trading day of the year on Monday, helped by gains in Tesla Inc and bank shares.</p><p>Apple Inc became the first company to hit a $3 trillion market capitalization but ended the day slightly below that. Its shares ended up 2.5% at $182.01 after rising as high as $182.88 during the session.</p><p>Tesla's shares jumped 13.5% after the electric car maker's quarterly deliveries beat analysts' estimates, riding out global chip shortages as it ramped up production in China.</p><p>The two stocks gave the biggest boosts to the S&P 500, but market watchers said easing investor worries about the economic impact of the Omicron variant of the coronavirus also helped market sentiment, even with rising COVID-19 case numbers.</p><p>"The real news is people feel like this latest round of COVID is not going to be economically debilitating in that a lot of restrictions and lockdowns are going to be required," said Stephen Massocca, senior vice president at Wedbush Securities in San Francisco.</p><p>Among the latest developments, the U.S. Food and Drug Administration authorized a third dose of Pfizer Inc and BioNTech's COVID-19 vaccine for children aged 12 to 15.</p><p>Thousands of U.S. schools have delayed this week's scheduled return to classrooms following the holiday break or switched to remote learning as the Omicron variant drives record levels of COVID-19.</p><p>Massocca said market strength is not surprising as a new year starts, given the January effect, or belief by some investors that stocks will rise that month more than in other months.</p><p>"It bodes well to see the market so resilient," he said.</p><p>All of Wall Street's main indexes ended 2021 with monthly, quarterly and annual gains, recording their biggest three-year advance since 1999.</p><p>The Dow Jones Industrial Average rose 246.76 points, or 0.68%, to 36,585.06; the S&P 500 gained 30.38 points, or 0.64%, at 4,796.56; and the Nasdaq Composite added 187.83 points, or 1.2%, at 15,832.80.</p><p>Energy and financial sectors were among top gainers, with bank shares rising along with U.S. Treasury yields as investors braced for what could be an earlier-than-expected interest rate hike by the Federal Reserve this year despite the recent jump in COVID-19 cases.</p><p>Energy shares climbed with crude oil prices and upbeat prospects for demand.</p><p>Wells Fargo's shares advanced 5.7%, also helped by their upgrade to "overweight" by Barclays.</p><p>The benchmark S&P 500 added 27% in 2021 and reported 70 record-high closes, its the second-most ever, in a tumultuous year hit by new COVID-19 variants and supply chain shortages.</p><p>The Dow added 18.7% for the year and the tech-heavy Nasdaq gained 21.4%.</p><p>Advancing issues outnumbered decliners on the NYSE by a 1.34-to-1 ratio; on Nasdaq, a 2.27-to-1 ratio favored advancers.</p><p>The S&P 500 posted 20 new 52-week highs and no new lows; the Nasdaq Composite recorded 89 new highs and 55 new lows.</p><p>Volume on U.S. exchanges was 10.00 billion shares, compared with the 10.36 billion average for the full session over the last 20 trading days.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2200886475","content_text":"* Tesla charges ahead on better-than-expected deliveries* Banks gain as Treasury yields rally* Dow up 0.7%, S&P 500 up 0.6%, Nasdaq up 1.2%NEW YORK, Jan 3 (Reuters) - The S&P 500 and Dow Jones Industrial Average posted closing record highs on the first trading day of the year on Monday, helped by gains in Tesla Inc and bank shares.Apple Inc became the first company to hit a $3 trillion market capitalization but ended the day slightly below that. Its shares ended up 2.5% at $182.01 after rising as high as $182.88 during the session.Tesla's shares jumped 13.5% after the electric car maker's quarterly deliveries beat analysts' estimates, riding out global chip shortages as it ramped up production in China.The two stocks gave the biggest boosts to the S&P 500, but market watchers said easing investor worries about the economic impact of the Omicron variant of the coronavirus also helped market sentiment, even with rising COVID-19 case numbers.\"The real news is people feel like this latest round of COVID is not going to be economically debilitating in that a lot of restrictions and lockdowns are going to be required,\" said Stephen Massocca, senior vice president at Wedbush Securities in San Francisco.Among the latest developments, the U.S. Food and Drug Administration authorized a third dose of Pfizer Inc and BioNTech's COVID-19 vaccine for children aged 12 to 15.Thousands of U.S. schools have delayed this week's scheduled return to classrooms following the holiday break or switched to remote learning as the Omicron variant drives record levels of COVID-19.Massocca said market strength is not surprising as a new year starts, given the January effect, or belief by some investors that stocks will rise that month more than in other months.\"It bodes well to see the market so resilient,\" he said.All of Wall Street's main indexes ended 2021 with monthly, quarterly and annual gains, recording their biggest three-year advance since 1999.The Dow Jones Industrial Average rose 246.76 points, or 0.68%, to 36,585.06; the S&P 500 gained 30.38 points, or 0.64%, at 4,796.56; and the Nasdaq Composite added 187.83 points, or 1.2%, at 15,832.80.Energy and financial sectors were among top gainers, with bank shares rising along with U.S. Treasury yields as investors braced for what could be an earlier-than-expected interest rate hike by the Federal Reserve this year despite the recent jump in COVID-19 cases.Energy shares climbed with crude oil prices and upbeat prospects for demand.Wells Fargo's shares advanced 5.7%, also helped by their upgrade to \"overweight\" by Barclays.The benchmark S&P 500 added 27% in 2021 and reported 70 record-high closes, its the second-most ever, in a tumultuous year hit by new COVID-19 variants and supply chain shortages.The Dow added 18.7% for the year and the tech-heavy Nasdaq gained 21.4%.Advancing issues outnumbered decliners on the NYSE by a 1.34-to-1 ratio; on Nasdaq, a 2.27-to-1 ratio favored advancers.The S&P 500 posted 20 new 52-week highs and no new lows; the Nasdaq Composite recorded 89 new highs and 55 new lows.Volume on U.S. exchanges was 10.00 billion shares, compared with the 10.36 billion average for the full session over the last 20 trading 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