The presidential election as i

The presidential election as important as it is for many countries now highlights how much comedy is present in the "world's" largest economy... One person is not bigger than the country, hence milk what's there but do not cry when there isn't anything left. Expect a the shenanigans of the largest debtor in the world.

A Stock-Market "Harris Trade" Is Starting to Take Shape

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{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":348713402933312,"tweetId":"348713402933312","gmtCreate":1726175758754,"gmtModify":1726175762939,"author":{"id":3561688895444322,"idStr":"3561688895444322","authorId":3561688895444322,"authorIdStr":"3561688895444322","name":"Cosmograph","avatar":"https://community-static.tradeup.com/news/5da27652e118329a7cb4c9cea910b77a","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":6,"crmLevelSwitch":0,"currentWearingBadge":{"badgeId":"1026c425416b44e0aac28c11a0848493-2","templateUuid":"1026c425416b44e0aac28c11a0848493","name":"Senior Tiger","description":"Join the tiger community for 1000 days","bigImgUrl":"https://static.tigerbbs.com/0063fb68ea29c9ae6858c58630e182d5","smallImgUrl":"https://static.tigerbbs.com/96c699a93be4214d4b49aea6a5a5d1a4","grayImgUrl":"https://static.tigerbbs.com/35b0e542a9ff77046ed69ef602bc105d","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.05.28","individualDisplayEnabled":0},"individualDisplayBadges":[],"fanSize":4,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"html":"<html><head></head><body><p>The presidential election as important as it is for many countries now highlights how much comedy is present in the \"world's\" largest economy... One person is not bigger than the country, hence milk what's there but do not cry when there isn't anything left. Expect a the shenanigans of the largest debtor in the world.</p></body></html>","htmlText":"<html><head></head><body><p>The presidential election as important as it is for many countries now highlights how much comedy is present in the \"world's\" largest economy... One person is not bigger than the country, hence milk what's there but do not cry when there isn't anything left. Expect a the shenanigans of the largest debtor in the world.</p></body></html>","text":"The presidential election as important as it is for many countries now highlights how much comedy is present in the \"world's\" largest economy... One person is not bigger than the country, hence milk what's there but do not cry when there isn't anything left. Expect a the shenanigans of the largest debtor in the world.","highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/348713402933312","repostId":2466627845,"repostType":4,"repost":{"id":"2466627845","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1726153291,"share":"https://www.laohu8.com/m/news/2466627845?lang=&edition=full","pubTime":"2024-09-12 23:01","market":"fut","language":"en","title":"A Stock-Market \"Harris Trade\" Is Starting to Take Shape","url":"https://stock-news.laohu8.com/highlight/detail?id=2466627845","media":"Dow Jones","summary":"Although they have struggled under Biden, solar stocks appeared to get a boost following Kamala Harris's debate performance. The unwinding of several \"Trump trades\" grabbed investors' attention early Wednesday. But by the time Wall Street closed, a fledgling \"Harris trade\" had also started to take shape.Bitcoin prices  tumbled, while shares of Trump-sensitive stocks like Trump Media & Technology Group Corp.  and private-prisons company Geo Group Inc.  fell, as investors reacted to the higher perceived odds of a Kamala Harris victory in November's presidential election by dumping shares expected to benefit from a second Donald Trump administration.Around the same time, shares of long-suffering solar-energy companies started to perk up. They ultimately finished Wednesday's session sharply higher, booking their biggest daily gains since May, according to Dow Jones Market Data.Speaking more broadly, Hatfield said that the market was \"a little destabilized by the prospect of a Harris win\" e","content":"<html><head></head><body><p>The unwinding of several &#34;Trump trades&#34; grabbed investors&#39; attention early Wednesday. But by the time Wall Street closed, a fledgling &#34;Harris trade&#34; had also started to take shape.</p><p>Bitcoin prices (BTCUSD) tumbled, while shares of Trump-sensitive stocks like Trump Media &amp; Technology Group Corp. <a href=\"https://laohu8.com/S/DJT\">$(DJT)$</a> and private-prisons company Geo Group Inc. <a href=\"https://laohu8.com/S/GEO\">$(GEO)$</a> fell, as investors reacted to the higher perceived odds of a Kamala Harris victory in November&#39;s presidential election by dumping shares expected to benefit from a second Donald Trump administration.</p><p>Around the same time, shares of long-suffering solar-energy companies started to perk up. They ultimately finished Wednesday&#39;s session sharply higher, booking their biggest daily gains since May, according to Dow Jones Market Data.</p><p>And market strategists said that if Vice President Harris, the Democratic nominee, maintains her lead over Republican rival Trump, it could help push them higher still.</p><p>ETFs in the space - including the Invesco Solar ETF TAN and the <a href=\"https://laohu8.com/S/EEMA\">iShares</a> Global Clean Energy ETF ICLN - saw notable gains on Wednesday. Shares of First Solar Inc. <a href=\"https://laohu8.com/S/FSLR\">$(FSLR)$</a> were a standout, rising more than 15%, FactSet data showed.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/eec076cc5ddbfc6d320ed9e06e9450aa\" tg-width=\"649\" tg-height=\"445\"/></p><p>&#34;There were clearly signs of a Harris trade,&#34; said Jay Hatfield, portfolio manager at Infrastructure Capital Management, during an interview with MarketWatch on Wednesday. &#34;Solar was ripping, [while] financials and energy were weak.&#34;</p><p>Hatfield characterized solar stocks as &#34;the leading bellwether&#34; of the Harris trade. Ross Mayfield, an investment strategist at Baird, characterized solar as &#34;one of the cleanest ways to evaluate that bet.&#34;</p><p>To be sure, clean-energy stocks haven&#39;t always benefited from a Democratic administration; they have been mired in a long bear market for much of President Joe Biden&#39;s term. Previously, they had outperformed when former President Trump was in the White House.</p><p>Still, the fact that solar stocks rallied on Wednesday isn&#39;t surprising: Democrats have expressed support for encouraging the expansion of clean energy, including solar. And given that the industry hasn&#39;t quite found its economic footing, government subsidies remain essential for these companies to thrive, Mayfield noted.</p><p>Speaking more broadly, Hatfield said that the market was &#34;a little destabilized by the prospect of a Harris win&#34; early on. But investors quickly looked past politics and seized on another reason to sell when the August consumer-price index showed that prices of core goods and services, most notably shelter, rose quicker than economists had expected last month.</p><p>Yet comments from Nvidia Corp. <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a> Chief Executive Jensen Huang helped turn things around, as did a sense that markets had initially overreacted to the inflation data, Mayfield said.</p><p>&#34;It was an initial overreaction,&#34; he said. &#34;It&#39;s not going to change the Fed&#39;s calculus.&#34;</p><p>Markets may have also benefited from investors realizing that betting markets were still pointing to what has historically been the best outcome for markets: a divided U.S. government.</p><p>Stocks have seen better performance when control in Washington is split between the two parties, according to data furnished by Sam Stovall, chief investment strategist at CFRA. (Stovall, however, caveated this by adding that the sample size is too small to be statistically significant.)</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>A Stock-Market \"Harris Trade\" Is Starting to Take Shape</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nA Stock-Market \"Harris Trade\" Is Starting to Take Shape\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-09-12 23:01</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The unwinding of several &#34;Trump trades&#34; grabbed investors&#39; attention early Wednesday. But by the time Wall Street closed, a fledgling &#34;Harris trade&#34; had also started to take shape.</p><p>Bitcoin prices (BTCUSD) tumbled, while shares of Trump-sensitive stocks like Trump Media &amp; Technology Group Corp. <a href=\"https://laohu8.com/S/DJT\">$(DJT)$</a> and private-prisons company Geo Group Inc. <a href=\"https://laohu8.com/S/GEO\">$(GEO)$</a> fell, as investors reacted to the higher perceived odds of a Kamala Harris victory in November&#39;s presidential election by dumping shares expected to benefit from a second Donald Trump administration.</p><p>Around the same time, shares of long-suffering solar-energy companies started to perk up. They ultimately finished Wednesday&#39;s session sharply higher, booking their biggest daily gains since May, according to Dow Jones Market Data.</p><p>And market strategists said that if Vice President Harris, the Democratic nominee, maintains her lead over Republican rival Trump, it could help push them higher still.</p><p>ETFs in the space - including the Invesco Solar ETF TAN and the <a href=\"https://laohu8.com/S/EEMA\">iShares</a> Global Clean Energy ETF ICLN - saw notable gains on Wednesday. Shares of First Solar Inc. <a href=\"https://laohu8.com/S/FSLR\">$(FSLR)$</a> were a standout, rising more than 15%, FactSet data showed.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/eec076cc5ddbfc6d320ed9e06e9450aa\" tg-width=\"649\" tg-height=\"445\"/></p><p>&#34;There were clearly signs of a Harris trade,&#34; said Jay Hatfield, portfolio manager at Infrastructure Capital Management, during an interview with MarketWatch on Wednesday. &#34;Solar was ripping, [while] financials and energy were weak.&#34;</p><p>Hatfield characterized solar stocks as &#34;the leading bellwether&#34; of the Harris trade. Ross Mayfield, an investment strategist at Baird, characterized solar as &#34;one of the cleanest ways to evaluate that bet.&#34;</p><p>To be sure, clean-energy stocks haven&#39;t always benefited from a Democratic administration; they have been mired in a long bear market for much of President Joe Biden&#39;s term. Previously, they had outperformed when former President Trump was in the White House.</p><p>Still, the fact that solar stocks rallied on Wednesday isn&#39;t surprising: Democrats have expressed support for encouraging the expansion of clean energy, including solar. And given that the industry hasn&#39;t quite found its economic footing, government subsidies remain essential for these companies to thrive, Mayfield noted.</p><p>Speaking more broadly, Hatfield said that the market was &#34;a little destabilized by the prospect of a Harris win&#34; early on. But investors quickly looked past politics and seized on another reason to sell when the August consumer-price index showed that prices of core goods and services, most notably shelter, rose quicker than economists had expected last month.</p><p>Yet comments from Nvidia Corp. <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a> Chief Executive Jensen Huang helped turn things around, as did a sense that markets had initially overreacted to the inflation data, Mayfield said.</p><p>&#34;It was an initial overreaction,&#34; he said. &#34;It&#39;s not going to change the Fed&#39;s calculus.&#34;</p><p>Markets may have also benefited from investors realizing that betting markets were still pointing to what has historically been the best outcome for markets: a divided U.S. government.</p><p>Stocks have seen better performance when control in Washington is split between the two parties, according to data furnished by Sam Stovall, chief investment strategist at CFRA. (Stovall, however, caveated this by adding that the sample size is too small to be statistically significant.)</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4581":"高盛持仓","HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","FSLR":"第一太阳能","BK4084":"特种房地产投资信托","BK4503":"景林资产持仓","LU2106854487.HKD":"ALLIANZ THEMATICA \"AMG\" (HKD) INC","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","LU0048584097.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) INC","LU1992135399.USD":"Allianz Global Intelligent Cities AT Acc USD","IE00BZ199S13.USD":"BNY MELLON MOBILITY INNOVATION \"B\" (USD) ACC","BK4527":"明星科技股","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","HK0000306701.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) INC","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU2506951792.HKD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (HKDHDG)       ACC","BK4592":"伊斯兰概念","BK4165":"安全和报警服务","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","BK4585":"ETF&股票定投概念","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0154245756.USD":"BNP PARIBAS US MID CAP \"C\" (USD) ACC","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","BK4587":"ChatGPT概念","LU1983299162.USD":"SCHRODER ISF GLOBAL ENERGY TRANSITION \"A\" (USD) ACC","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","LU1548497426.USD":"安联环球人工智能AT Acc","BK4543":"AI","TAN":"太阳能ETF-Guggenheim","ICLN":"iShares S&P Global Clean Energy","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","BK4579":"人工智能","BK4588":"碎股","LU0056508442.USD":"贝莱德世界科技基金A2","IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) ACC","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU1917777945.USD":"安联专题基金Cl AT Acc"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2466627845","content_text":"The unwinding of several \"Trump trades\" grabbed investors' attention early Wednesday. But by the time Wall Street closed, a fledgling \"Harris trade\" had also started to take shape.Bitcoin prices (BTCUSD) tumbled, while shares of Trump-sensitive stocks like Trump Media & Technology Group Corp. $(DJT)$ and private-prisons company Geo Group Inc. $(GEO)$ fell, as investors reacted to the higher perceived odds of a Kamala Harris victory in November's presidential election by dumping shares expected to benefit from a second Donald Trump administration.Around the same time, shares of long-suffering solar-energy companies started to perk up. They ultimately finished Wednesday's session sharply higher, booking their biggest daily gains since May, according to Dow Jones Market Data.And market strategists said that if Vice President Harris, the Democratic nominee, maintains her lead over Republican rival Trump, it could help push them higher still.ETFs in the space - including the Invesco Solar ETF TAN and the iShares Global Clean Energy ETF ICLN - saw notable gains on Wednesday. Shares of First Solar Inc. $(FSLR)$ were a standout, rising more than 15%, FactSet data showed.\"There were clearly signs of a Harris trade,\" said Jay Hatfield, portfolio manager at Infrastructure Capital Management, during an interview with MarketWatch on Wednesday. \"Solar was ripping, [while] financials and energy were weak.\"Hatfield characterized solar stocks as \"the leading bellwether\" of the Harris trade. Ross Mayfield, an investment strategist at Baird, characterized solar as \"one of the cleanest ways to evaluate that bet.\"To be sure, clean-energy stocks haven't always benefited from a Democratic administration; they have been mired in a long bear market for much of President Joe Biden's term. Previously, they had outperformed when former President Trump was in the White House.Still, the fact that solar stocks rallied on Wednesday isn't surprising: Democrats have expressed support for encouraging the expansion of clean energy, including solar. And given that the industry hasn't quite found its economic footing, government subsidies remain essential for these companies to thrive, Mayfield noted.Speaking more broadly, Hatfield said that the market was \"a little destabilized by the prospect of a Harris win\" early on. But investors quickly looked past politics and seized on another reason to sell when the August consumer-price index showed that prices of core goods and services, most notably shelter, rose quicker than economists had expected last month.Yet comments from Nvidia Corp. $(NVDA)$ Chief Executive Jensen Huang helped turn things around, as did a sense that markets had initially overreacted to the inflation data, Mayfield said.\"It was an initial overreaction,\" he said. \"It's not going to change the Fed's calculus.\"Markets may have also benefited from investors realizing that betting markets were still pointing to what has historically been the best outcome for markets: a divided U.S. government.Stocks have seen better performance when control in Washington is split between the two parties, according to data furnished by Sam Stovall, chief investment strategist at CFRA. (Stovall, however, caveated this by adding that the sample size is too small to be statistically significant.)","news_type":1},"isVote":1,"tweetType":1,"viewCount":34,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":265,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/348713402933312"}