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2021-05-17

Coolllll

Earnings to Watch This Week: Home Depot, Walmart, Target and Deere in Focus

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days","bigImgUrl":"https://static.tigerbbs.com/8b40ae7da5bf081a1c84df14bf9e6367","smallImgUrl":"https://static.tigerbbs.com/f160eceddd7c284a8e1136557615cfad","grayImgUrl":"https://static.tigerbbs.com/11792805c468334a9b31c39f95a41c6a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":1,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.07.20","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},"individualDisplayBadges":null,"crmLevel":4,"crmLevelSwitch":0,"location":null,"starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":2,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"hot","tweets":[{"id":195124033,"gmtCreate":1621264039722,"gmtModify":1704354896598,"author":{"id":"3554888919555648","authorId":"3554888919555648","name":"Kennethngg","avatar":"https://static.tigerbbs.com/0862ff69d820327651b83d36c60dab78","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554888919555648","authorIdStr":"3554888919555648"},"themes":[],"htmlText":"Coolllll","listText":"Coolllll","text":"Coolllll","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/195124033","repostId":"2135984810","repostType":4,"repost":{"id":"2135984810","pubTimestamp":1621206955,"share":"https://ttm.financial/m/news/2135984810?lang=&edition=fundamental","pubTime":"2021-05-17 07:15","market":"us","language":"en","title":"Earnings to Watch This Week: Home Depot, Walmart, Target and Deere in Focus","url":"https://stock-news.laohu8.com/highlight/detail?id=2135984810","media":"FX Empire","summary":"HOME DEPOT: The largest home improvement retailer in the United States is expected to report its first-quarter earnings of $3.06 per share, which represents year-over-year growth of about 47% from $2.08 per share seen in the same period a year ago.The home improvement retailer would post revenue growth of 21% to $34.2 billion. In the last four quarters, on average, Home Depot has beaten earnings estimates about 2%.The Atlanta, Georgia-based company’s shares rose over 20% so far this year. Home D","content":"<ul><li>Monday (May 17)</li><li>Tuesday (May 18)</li><li>Wednesday (May 19)</li><li>Thursday (May 20)</li><li>Friday (May 21)</li></ul><p><img src=\"https://static.tigerbbs.com/a1dc301411304347b3baff938af25111\" tg-width=\"1484\" tg-height=\"876\" referrerpolicy=\"no-referrer\"></p><p>Earnings Calendar For The Week Of May 17</p><h2>Monday (May 17)</h2><table width=\"406\"><tbody><tr><td width=\"64\"><b>Ticker</b></td><td width=\"238\"><b>Company</b></td><td width=\"104\"><b>EPS Forecast</b></td></tr><tr><td width=\"64\"><u>DM</u></td><td width=\"238\">Dominion Midstream Partners</td><td width=\"104\">-$0.10</td></tr><tr><td width=\"64\"><u>RYAAY</u></td><td width=\"238\">Ryanair</td><td width=\"104\">-$2.04</td></tr></tbody></table><h2>Tuesday (May 18)</h2><p><b>IN THE SPOTLIGHT: HOME DEPOT, WALMART</b></p><p><b>HOME DEPOT</b>: The largest home improvement retailer in the United States is expected to report its first-quarter earnings of $3.06 per share, which represents year-over-year growth of about 47% from $2.08 per share seen in the same period a year ago.</p><p>The home improvement retailer would post revenue growth of 21% to $34.2 billion. In the last four quarters, on average, Home Depot has beaten earnings estimates about 2%.</p><p>The Atlanta, Georgia-based company’s shares rose over 20% so far this year. Home Depot’s better-than-expected results, which will be announced on Tuesday, could help the stock hit new all-time highs. But the stock’s performance could hinge on margins.</p><p>“We expect a 25% to 30% Q1’21 comp as top-line strength likely continued through the quarter. We model gross margin down 40 bps. For context, in Q4 lumber inflation pulled gross margin down ~30 bps and likely worsened sequentially. On SG&amp;A, assuming the per sq ft 2-year stack holds from Q4 (+24%), SG&amp;A should lever 360 to 400 bps,” noted Simeon Gutman, equity analyst at <a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a>.</p><p>“In our model, this combination produces EPS of $3.55 to $3.85 vs consensus at $2.95. While a ’21 guide was not provided, if the ’20 top-line exit rate held through ’21, HD would expect a flat to slightly positive comp and an EBIT margin of at least 14%.”</p><p><b>WALMART</b>: The Bentonville, Arkansas-based retailer is expected to report its first-quarter earnings of $1.21 per share, which represents year-over-year growth of about 47% from $1.18 per share seen in the same period a year ago.</p><p>However, the multinational retail corporation that operates a chain of hypermarkets’ revenue would decline about 2% to $131.8 billion. In the last four quarters, on average, the retail giant has beaten earnings estimates about 9%.</p><p>“We raise 1Q22 EPS estimate to $1.23 from $1.22, on stronger Walmart U.S. comps, more modest SG&amp;A deleverage, offsetting lower International segment revenues on divestitures, and remain above Street’s $1.21. We raise our Walmart U.S. comps to +0.5%, ahead of Street’s +0.3%, and our updated estimates now imply 2-year stack growth of +10.5% Y/Y, in-line with 4Q21,” noted Oliver Chen, equity analyst at Cowen.</p><p>“We expect a tailwind from stimulus, and improved apparel and other general merchandise categories, offset by grocery and other essential categories normalizing. Recall in 1Q21 Grocery improved +LDD, Health &amp; Wellness +HSD, and General Merchandise +MSD.”</p><table width=\"425\"><tbody><tr><td width=\"64\"><b>Ticker</b></td><td width=\"238\"><b>Company</b></td><td width=\"123\"><b>EPS Forecast</b></td></tr><tr><td width=\"64\"><u>HD</u></td><td width=\"238\">Home Depot</td><td width=\"123\">$3.06</td></tr><tr><td width=\"64\"><u>WMT</u></td><td width=\"238\">Walmart</td><td width=\"123\">$1.21</td></tr><tr><td width=\"64\"><u>SE</u></td><td width=\"238\">Spectra Energy</td><td width=\"123\">-$0.45</td></tr><tr><td width=\"64\"><u>NTES</u></td><td width=\"238\">NetEase</td><td width=\"123\">$6.35</td></tr><tr><td width=\"64\"><u>BZUN</u></td><td width=\"238\">Buzzi Unicem RSP</td><td width=\"123\">$0.60</td></tr><tr><td width=\"64\"><u>M</u></td><td width=\"238\">Macy’s</td><td width=\"123\">-$0.39</td></tr><tr><td width=\"64\"><u>DQ</u></td><td width=\"238\">Daqo New Energy</td><td width=\"123\">$1.18</td></tr><tr><td width=\"64\"><u>BIDU</u></td><td width=\"238\">Baidu</td><td width=\"123\">$10.63</td></tr><tr><td width=\"64\"><u>KC</u></td><td width=\"238\">Kutcho Copper</td><td width=\"123\">-$0.16</td></tr><tr><td width=\"64\"><u>STE</u></td><td width=\"238\">Steris</td><td width=\"123\">$1.79</td></tr><tr><td width=\"64\"><u>TTWO</u></td><td width=\"238\">Take <a href=\"https://laohu8.com/S/TWOA.U\">Two</a> Interactive Software</td><td width=\"123\">$0.68</td></tr><tr><td width=\"64\"><u>TCOM</u></td><td width=\"238\">Trip.com Group Ltd</td><td width=\"123\">-$2.05</td></tr><tr><td width=\"64\"><u>JHX</u></td><td width=\"238\">James Hardie Industries</td><td width=\"123\">$0.29</td></tr><tr><td width=\"64\"><u>TTM</u></td><td width=\"238\">Tata Motors</td><td width=\"123\">$0.47</td></tr><tr><td width=\"64\"><u>MBT</u></td><td width=\"238\">Mobile TeleSystems OJSC</td><td width=\"123\">$19.37</td></tr><tr><td width=\"64\"><u>AAP</u></td><td width=\"238\">Advance Auto Parts</td><td width=\"123\">$3.08</td></tr><tr><td width=\"64\"><u>DY</u></td><td width=\"238\">Dycom Industries</td><td width=\"123\">$0.13</td></tr><tr><td width=\"64\"><u>ASND</u></td><td width=\"238\">Ascendant Resources</td><td width=\"123\">-$2.06</td></tr></tbody></table><h2>Wednesday (May 19)</h2><p><b>IN THE SPOTLIGHT: TARGET CORP</b></p><p>Target, <a href=\"https://laohu8.com/S/AONE\">one</a> of the largest North American retailers offering customers both everyday essentials and fashionables, is expected to report its first-quarter earnings of $2.16 per share, which represents year-over-year growth of over 266% from $0.59 per share seen in the same period a year ago.</p><p>In the last four consecutive quarters, on average, the company has delivered an earnings surprise of over 60%. The Minneapolis, Minnesota-based company would post year-over-year revenue growth of over 9% to $21.51 billion.</p><p>Target’s better-than-expected results, which will be announced on May 19, would help the stock hit new all-time highs. Target shares rose over 19% so far this year.</p><p>“We raise 1Q21 EPS to $2.18E, ahead of Street’s $2.10 as we raise our comps estimate to+11.5%, and tweak margin assumptions. We now model comps +11.5%, yielding 2-year stack growth of +22.3%, accelerating sequentially by +30bps,” noted Oliver Chen, equity analyst at Cowen.</p><p>“We are ahead of Street’s+8.2% consensus estimate, and think our estimates could ultimately prove conservative as Target’s (TGT) category portfolio should see the retailer benefit from the stimulus, improving trends in apparel and other re-opening categories, along with continued strength in-home, which will more than offset normalizing food, essentials, and other category comps.”</p><table width=\"453\"><tbody><tr><td width=\"64\"><b>Ticker</b></td><td width=\"285\"><b>Company</b></td><td width=\"104\"><b>EPS Forecast</b></td></tr><tr><td width=\"64\"><u>VIPS</u></td><td width=\"285\">Vipshop</td><td width=\"104\">$2.19</td></tr><tr><td width=\"64\"><u>JD</u></td><td width=\"285\">JD.com</td><td width=\"104\">$2.29</td></tr><tr><td width=\"64\"><u>LOW</u></td><td width=\"285\">Lowe’s Companies</td><td width=\"104\">$2.59</td></tr><tr><td width=\"64\"><u>CAE</u></td><td width=\"285\">Cae USA</td><td width=\"104\">$0.16</td></tr><tr><td width=\"64\"><u>ADI</u></td><td width=\"285\">Analog Devices</td><td width=\"104\">$1.45</td></tr><tr><td width=\"64\"><u>TGT</u></td><td width=\"285\">Target</td><td width=\"104\">$2.16</td></tr><tr><td width=\"64\"><u>TJX</u></td><td width=\"285\">TJX Companies</td><td width=\"104\">$0.30</td></tr><tr><td width=\"64\"><u>EXP</u></td><td width=\"285\">Eagle Materials</td><td width=\"104\">$1.23</td></tr><tr><td width=\"64\"><u>RXN</u></td><td width=\"285\"><a href=\"https://laohu8.com/S/RXN\">Rexnord</a></td><td width=\"104\">$0.45</td></tr><tr><td width=\"64\"><u>KEYS</u></td><td width=\"285\">Keysight Technologies</td><td width=\"104\">$1.33</td></tr><tr><td width=\"64\"><u>CSCO</u></td><td width=\"285\">Cisco Systems</td><td width=\"104\">$0.82</td></tr><tr><td width=\"64\"><u>LB</u></td><td width=\"285\">L Brands</td><td width=\"104\">$1.15</td></tr><tr><td width=\"64\"><u>SNPS</u></td><td width=\"285\">Synopsys</td><td width=\"104\">$1.53</td></tr><tr><td width=\"64\"><u>SQM</u></td><td width=\"285\">Sociedad Quimica Y Minera De Chile</td><td width=\"104\">$0.25</td></tr><tr><td width=\"64\"><u>YY</u></td><td width=\"285\">YY</td><td width=\"104\">-$0.39</td></tr><tr><td width=\"64\"><u>CPRT</u></td><td width=\"285\">Copart</td><td width=\"104\">$0.80</td></tr><tr><td width=\"64\"><u>OMVJF</u></td><td width=\"285\">OMV</td><td width=\"104\">$0.97</td></tr></tbody></table><h2>Thursday (May 20)</h2><table width=\"444\"><tbody><tr><td width=\"64\"><b>Ticker</b></td><td width=\"238\"><b>Company</b></td><td width=\"142\"><b>EPS Forecast</b></td></tr><tr><td width=\"64\"><u>MNRO</u></td><td width=\"238\"><a href=\"https://laohu8.com/S/MNRO\">Monro Muffler Brake</a></td><td width=\"142\">$0.29</td></tr><tr><td width=\"64\"><u>KSS</u></td><td width=\"238\">Kohl’s</td><td width=\"142\">$0.06</td></tr><tr><td width=\"64\"><u>BRC</u></td><td width=\"238\">Brady</td><td width=\"142\">$0.65</td></tr><tr><td width=\"64\"><u>RL</u></td><td width=\"238\">Ralph Lauren</td><td width=\"142\">-$0.75</td></tr><tr><td width=\"64\"><u>HRL</u></td><td width=\"238\">Hormel Foods</td><td width=\"142\">$0.41</td></tr><tr><td width=\"64\"><u>BJ</u></td><td width=\"238\">BJs Wholesale Club Holdings Inc</td><td width=\"142\">$0.56</td></tr><tr><td width=\"64\"><u>PANW</u></td><td width=\"238\"><a href=\"https://laohu8.com/S/PANW\">Palo Alto Networks</a></td><td width=\"142\">$1.28</td></tr><tr><td width=\"64\"><u>ROST</u></td><td width=\"238\">Ross Stores</td><td width=\"142\">$0.88</td></tr><tr><td width=\"64\"><u>FLO</u></td><td width=\"238\">Flowers Foods</td><td width=\"142\">$0.40</td></tr><tr><td width=\"64\"><u>AMAT</u></td><td width=\"238\">Applied Materials</td><td width=\"142\">$1.51</td></tr><tr><td width=\"64\"><u>DECK</u></td><td width=\"238\">Deckers Outdoor</td><td width=\"142\">$0.67</td></tr><tr><td width=\"64\"><u>TCEHY</u></td><td width=\"238\">Tencent</td><td width=\"142\">$0.54</td></tr><tr><td width=\"64\"><u>TBLMY</u></td><td width=\"238\">Tiger Brands Ltd PK</td><td width=\"142\">$0.34</td></tr></tbody></table><h2>Friday (May 21)</h2><p><b>IN THE SPOTLIGHT: DEERE &amp; COMPANY</b></p><p>Deere &amp; Company, the world’s largest maker of farm equipment, is expected to report its fiscal second-quarter earnings of $4.49 per share, which represents year-over-year growth of over 112% from $2.11 per share seen in the same period a year ago.</p><p>In the last four consecutive quarters, on average, the agricultural, construction, and forestry equipment manufacturer has delivered an earnings surprise of over 60%. The Moline, Illinois-based company would post year-over-year revenue growth of over 28% to $10.5 billion.</p><p>Deere’s better-than-expected results, which will be announced on Friday, would help the stock hit new all-time highs. Deere shares rose over 42% so far this year.</p><p>“Deere &amp; Company (DE) is <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the highest quality, most defensive names within the broader Machinery universe, given an historically lower cyclicality of Ag Equipment and history of strong management execution. FY21 should mark a tangible acceleration in the NA large ag replacement cycle, as commodity tailwinds are complemented by moderating trade headwinds and improving farmer sentiment,” noted Courtney Yakavonis, equity analyst at Morgan Stanley.</p><p>“With mgmt continuing to execute against its 15% mid-cycle operating margin target, we see continued momentum in DE’s margin improvement narrative – representing one of the most attractive idiosyncratic margin improvement narratives in the broader Machinery group.”</p><table width=\"368\"><tbody><tr><td width=\"64\"><b>Ticker</b></td><td width=\"191\"><b>Company</b></td><td width=\"113\"><b>EPS Forecast</b></td></tr><tr><td width=\"64\"><u>ROLL</u></td><td width=\"191\">Rbc Bearings</td><td width=\"113\">$1.05</td></tr><tr><td width=\"64\"><u>DE</u></td><td width=\"191\">Deere &amp; Company</td><td width=\"113\">$4.49</td></tr><tr><td width=\"64\"><u>BKE</u></td><td width=\"191\">Buckle</td><td width=\"113\">$0.29</td></tr><tr><td width=\"64\"><u>BAH</u></td><td width=\"191\">Booz Allen Hamilton</td><td width=\"113\">$0.84</td></tr><tr><td width=\"64\"><u>VFC</u></td><td width=\"191\">VF</td><td width=\"113\">$0.28</td></tr><tr><td width=\"64\"><u>FL</u></td><td width=\"191\">Foot Locker</td><td width=\"113\">$1.06</td></tr></tbody></table>","source":"yahoofinance","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>Earnings to Watch This Week: Home Depot, Walmart, Target and Deere in Focus</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\">\nEarnings to Watch This Week: Home Depot, Walmart, Target and Deere in Focus\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-17 07:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/earnings-watch-next-week-home-072955887.html><strong>FX Empire</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Monday (May 17)Tuesday (May 18)Wednesday (May 19)Thursday (May 20)Friday (May 21)Earnings Calendar For The Week Of May 17Monday (May 17)TickerCompanyEPS ForecastDMDominion Midstream Partners-$0.10...</p>\n\n<a href=\"https://finance.yahoo.com/news/earnings-watch-next-week-home-072955887.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"HBCP":"Home合众银行","HD":"家得宝","TGT":"塔吉特","DE":"迪尔股份有限公司","WMT":"沃尔玛"},"source_url":"https://finance.yahoo.com/news/earnings-watch-next-week-home-072955887.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2135984810","content_text":"Monday (May 17)Tuesday (May 18)Wednesday (May 19)Thursday (May 20)Friday (May 21)Earnings Calendar For The Week Of May 17Monday (May 17)TickerCompanyEPS ForecastDMDominion Midstream Partners-$0.10RYAAYRyanair-$2.04Tuesday (May 18)IN THE SPOTLIGHT: HOME DEPOT, WALMARTHOME DEPOT: The largest home improvement retailer in the United States is expected to report its first-quarter earnings of $3.06 per share, which represents year-over-year growth of about 47% from $2.08 per share seen in the same period a year ago.The home improvement retailer would post revenue growth of 21% to $34.2 billion. In the last four quarters, on average, Home Depot has beaten earnings estimates about 2%.The Atlanta, Georgia-based company’s shares rose over 20% so far this year. Home Depot’s better-than-expected results, which will be announced on Tuesday, could help the stock hit new all-time highs. But the stock’s performance could hinge on margins.“We expect a 25% to 30% Q1’21 comp as top-line strength likely continued through the quarter. We model gross margin down 40 bps. For context, in Q4 lumber inflation pulled gross margin down ~30 bps and likely worsened sequentially. On SG&A, assuming the per sq ft 2-year stack holds from Q4 (+24%), SG&A should lever 360 to 400 bps,” noted Simeon Gutman, equity analyst at Morgan Stanley.“In our model, this combination produces EPS of $3.55 to $3.85 vs consensus at $2.95. While a ’21 guide was not provided, if the ’20 top-line exit rate held through ’21, HD would expect a flat to slightly positive comp and an EBIT margin of at least 14%.”WALMART: The Bentonville, Arkansas-based retailer is expected to report its first-quarter earnings of $1.21 per share, which represents year-over-year growth of about 47% from $1.18 per share seen in the same period a year ago.However, the multinational retail corporation that operates a chain of hypermarkets’ revenue would decline about 2% to $131.8 billion. In the last four quarters, on average, the retail giant has beaten earnings estimates about 9%.“We raise 1Q22 EPS estimate to $1.23 from $1.22, on stronger Walmart U.S. comps, more modest SG&A deleverage, offsetting lower International segment revenues on divestitures, and remain above Street’s $1.21. We raise our Walmart U.S. comps to +0.5%, ahead of Street’s +0.3%, and our updated estimates now imply 2-year stack growth of +10.5% Y/Y, in-line with 4Q21,” noted Oliver Chen, equity analyst at Cowen.“We expect a tailwind from stimulus, and improved apparel and other general merchandise categories, offset by grocery and other essential categories normalizing. Recall in 1Q21 Grocery improved +LDD, Health & Wellness +HSD, and General Merchandise +MSD.”TickerCompanyEPS ForecastHDHome Depot$3.06WMTWalmart$1.21SESpectra Energy-$0.45NTESNetEase$6.35BZUNBuzzi Unicem RSP$0.60MMacy’s-$0.39DQDaqo New Energy$1.18BIDUBaidu$10.63KCKutcho Copper-$0.16STESteris$1.79TTWOTake Two Interactive Software$0.68TCOMTrip.com Group Ltd-$2.05JHXJames Hardie Industries$0.29TTMTata Motors$0.47MBTMobile TeleSystems OJSC$19.37AAPAdvance Auto Parts$3.08DYDycom Industries$0.13ASNDAscendant Resources-$2.06Wednesday (May 19)IN THE SPOTLIGHT: TARGET CORPTarget, one of the largest North American retailers offering customers both everyday essentials and fashionables, is expected to report its first-quarter earnings of $2.16 per share, which represents year-over-year growth of over 266% from $0.59 per share seen in the same period a year ago.In the last four consecutive quarters, on average, the company has delivered an earnings surprise of over 60%. The Minneapolis, Minnesota-based company would post year-over-year revenue growth of over 9% to $21.51 billion.Target’s better-than-expected results, which will be announced on May 19, would help the stock hit new all-time highs. Target shares rose over 19% so far this year.“We raise 1Q21 EPS to $2.18E, ahead of Street’s $2.10 as we raise our comps estimate to+11.5%, and tweak margin assumptions. We now model comps +11.5%, yielding 2-year stack growth of +22.3%, accelerating sequentially by +30bps,” noted Oliver Chen, equity analyst at Cowen.“We are ahead of Street’s+8.2% consensus estimate, and think our estimates could ultimately prove conservative as Target’s (TGT) category portfolio should see the retailer benefit from the stimulus, improving trends in apparel and other re-opening categories, along with continued strength in-home, which will more than offset normalizing food, essentials, and other category comps.”TickerCompanyEPS ForecastVIPSVipshop$2.19JDJD.com$2.29LOWLowe’s Companies$2.59CAECae USA$0.16ADIAnalog Devices$1.45TGTTarget$2.16TJXTJX Companies$0.30EXPEagle Materials$1.23RXNRexnord$0.45KEYSKeysight Technologies$1.33CSCOCisco Systems$0.82LBL Brands$1.15SNPSSynopsys$1.53SQMSociedad Quimica Y Minera De Chile$0.25YYYY-$0.39CPRTCopart$0.80OMVJFOMV$0.97Thursday (May 20)TickerCompanyEPS ForecastMNROMonro Muffler Brake$0.29KSSKohl’s$0.06BRCBrady$0.65RLRalph Lauren-$0.75HRLHormel Foods$0.41BJBJs Wholesale Club Holdings Inc$0.56PANWPalo Alto Networks$1.28ROSTRoss Stores$0.88FLOFlowers Foods$0.40AMATApplied Materials$1.51DECKDeckers Outdoor$0.67TCEHYTencent$0.54TBLMYTiger Brands Ltd PK$0.34Friday (May 21)IN THE SPOTLIGHT: DEERE & COMPANYDeere & Company, the world’s largest maker of farm equipment, is expected to report its fiscal second-quarter earnings of $4.49 per share, which represents year-over-year growth of over 112% from $2.11 per share seen in the same period a year ago.In the last four consecutive quarters, on average, the agricultural, construction, and forestry equipment manufacturer has delivered an earnings surprise of over 60%. The Moline, Illinois-based company would post year-over-year revenue growth of over 28% to $10.5 billion.Deere’s better-than-expected results, which will be announced on Friday, would help the stock hit new all-time highs. Deere shares rose over 42% so far this year.“Deere & Company (DE) is one of the highest quality, most defensive names within the broader Machinery universe, given an historically lower cyclicality of Ag Equipment and history of strong management execution. FY21 should mark a tangible acceleration in the NA large ag replacement cycle, as commodity tailwinds are complemented by moderating trade headwinds and improving farmer sentiment,” noted Courtney Yakavonis, equity analyst at Morgan Stanley.“With mgmt continuing to execute against its 15% mid-cycle operating margin target, we see continued momentum in DE’s margin improvement narrative – representing one of the most attractive idiosyncratic margin improvement narratives in the broader Machinery group.”TickerCompanyEPS ForecastROLLRbc Bearings$1.05DEDeere & Company$4.49BKEBuckle$0.29BAHBooz Allen Hamilton$0.84VFCVF$0.28FLFoot Locker$1.06","news_type":1},"isVote":1,"tweetType":1,"viewCount":396,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":105830863,"gmtCreate":1620287028152,"gmtModify":1704341355660,"author":{"id":"3554888919555648","authorId":"3554888919555648","name":"Kennethngg","avatar":"https://static.tigerbbs.com/0862ff69d820327651b83d36c60dab78","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554888919555648","authorIdStr":"3554888919555648"},"themes":[],"htmlText":"Sick","listText":"Sick","text":"Sick","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/105830863","repostId":"1197402336","repostType":4,"repost":{"id":"1197402336","pubTimestamp":1620273156,"share":"https://ttm.financial/m/news/1197402336?lang=&edition=fundamental","pubTime":"2021-05-06 11:52","market":"us","language":"en","title":"Is Ethereum Classic's Outpacing Of Bitcoin, Ethereum, Dogecoin Gains All About Being 'Cheaper?'","url":"https://stock-news.laohu8.com/highlight/detail?id=1197402336","media":"Benzinga","summary":"Gains in Ethereum Classic(ETC) continue to outpace the ones made by the cryptocurrency’s peers Bitco","content":"<p>Gains in&nbsp;<b>Ethereum Classic</b>(ETC) continue to outpace the ones made by the cryptocurrency’s peers&nbsp;<b>Bitcoin</b>(BTC),<b>Ethereum</b>(ETH), and<b>Dogecoin</b>(DOGE), which all enjoy larger market capitalizations.</p><p><b>What Happened:</b>ETC has soared 160.83% in a seven-day trailing period, while BTC and ETH have risen 3.54% and 26.80% in a similar period, according to CoinMarketCap data.</p><p>At press time on Wednesday night, ETC traded 16.85% higher at $90.06 in a 24-hour period. BTC was up 4.46% at $57,201.19 and ETH was higher by 3.71% at $3,484.</p><p>ETC is trading 10.43% below the all-time high of $100.03 it reached on Wednesday.</p><p>Ethereum Classiccame into existenceafter a hard fork of the Ethereum blockchain took place in 2016 due to prevailing disagreements at the time in the community.</p><p>Barry Silbert&nbsp;— CEO of Digital Currency Group, which owns Grayscale&nbsp;— is a well-known proponent of ETC.</p><p>On Wednesday, Ethereum Classic noted that the<b>Grayscale Ethereum Classic Trust</b>(OTC:ETCG) has over $1 billion in assets under management.<img src=\"https://static.tigerbbs.com/18a04b786e01b25f9feb9f9e93d0d366\" tg-width=\"555\" tg-height=\"892\" referrerpolicy=\"no-referrer\">ETCG closed 27.76% higher at $67.15 on Wednesday.</p><p><b>Why It Matters:</b>ETC has caught the attention of the social media investment crowd. The cryptocurrency’s ticker featured in the&nbsp;Stocktwits list of top 10 trending streams at press time.</p><p>The rise in ETC is despite the fact that it is not typically classified as an “Ethereum Killer,” which is thecase with several coinssuch as<b>Polkadot</b>(DOT),<b>Solana</b>(SOL), and<b>Cardano</b>(ADA).</p><p>Synergia Capital’s head of research, Denis Vinokourov, said that the rise in ETC “appears to be dominated by ‘cheaper’ Ethereum play and retail flow that has pushed DOGE to sky-high levels,” CoinDeskreported, dubbing the surge in ETC as a sign of froth in the cryptocurrency market.</p><p>ETC’s retail fueled rise is similar to the story of<b>Dogecoin</b>(DOGE), which has soared 13,604.64% since the year began. However, even DOGE’s weekly gains of 102.68% are weaker than those of ETC. DOGE traded 6.63% higher at $0.63 at press time.</p>","source":"lsy1606299360108","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>Is Ethereum Classic's Outpacing Of Bitcoin, Ethereum, Dogecoin Gains All About Being 'Cheaper?'</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\">\nIs Ethereum Classic's Outpacing Of Bitcoin, Ethereum, Dogecoin Gains All About Being 'Cheaper?'\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-06 11:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/markets/cannabis/21/05/20980403/is-ethereum-classics-outpacing-of-bitcoin-ethereum-dogecoin-gains-all-about-being-cheaper><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Gains in Ethereum Classic(ETC) continue to outpace the ones made by the cryptocurrency’s peers Bitcoin(BTC),Ethereum(ETH), andDogecoin(DOGE), which all enjoy larger market capitalizations.What ...</p>\n\n<a href=\"https://www.benzinga.com/markets/cannabis/21/05/20980403/is-ethereum-classics-outpacing-of-bitcoin-ethereum-dogecoin-gains-all-about-being-cheaper\">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.benzinga.com/markets/cannabis/21/05/20980403/is-ethereum-classics-outpacing-of-bitcoin-ethereum-dogecoin-gains-all-about-being-cheaper","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1197402336","content_text":"Gains in Ethereum Classic(ETC) continue to outpace the ones made by the cryptocurrency’s peers Bitcoin(BTC),Ethereum(ETH), andDogecoin(DOGE), which all enjoy larger market capitalizations.What Happened:ETC has soared 160.83% in a seven-day trailing period, while BTC and ETH have risen 3.54% and 26.80% in a similar period, according to CoinMarketCap data.At press time on Wednesday night, ETC traded 16.85% higher at $90.06 in a 24-hour period. BTC was up 4.46% at $57,201.19 and ETH was higher by 3.71% at $3,484.ETC is trading 10.43% below the all-time high of $100.03 it reached on Wednesday.Ethereum Classiccame into existenceafter a hard fork of the Ethereum blockchain took place in 2016 due to prevailing disagreements at the time in the community.Barry Silbert — CEO of Digital Currency Group, which owns Grayscale — is a well-known proponent of ETC.On Wednesday, Ethereum Classic noted that theGrayscale Ethereum Classic Trust(OTC:ETCG) has over $1 billion in assets under management.ETCG closed 27.76% higher at $67.15 on Wednesday.Why It Matters:ETC has caught the attention of the social media investment crowd. The cryptocurrency’s ticker featured in the Stocktwits list of top 10 trending streams at press time.The rise in ETC is despite the fact that it is not typically classified as an “Ethereum Killer,” which is thecase with several coinssuch asPolkadot(DOT),Solana(SOL), andCardano(ADA).Synergia Capital’s head of research, Denis Vinokourov, said that the rise in ETC “appears to be dominated by ‘cheaper’ Ethereum play and retail flow that has pushed DOGE to sky-high levels,” CoinDeskreported, dubbing the surge in ETC as a sign of froth in the cryptocurrency market.ETC’s retail fueled rise is similar to the story ofDogecoin(DOGE), which has soared 13,604.64% since the year began. However, even DOGE’s weekly gains of 102.68% are weaker than those of ETC. DOGE traded 6.63% higher at $0.63 at press time.","news_type":1},"isVote":1,"tweetType":1,"viewCount":291,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":109704072,"gmtCreate":1619717074096,"gmtModify":1704271328208,"author":{"id":"3554888919555648","authorId":"3554888919555648","name":"Kennethngg","avatar":"https://static.tigerbbs.com/0862ff69d820327651b83d36c60dab78","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554888919555648","authorIdStr":"3554888919555648"},"themes":[],"htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/109704072","repostId":"1169827391","repostType":4,"repost":{"id":"1169827391","pubTimestamp":1619664680,"share":"https://ttm.financial/m/news/1169827391?lang=&edition=fundamental","pubTime":"2021-04-29 10:51","market":"us","language":"en","title":"Amazon Earnings Will Be Fantastic. What That Means for the Stock.","url":"https://stock-news.laohu8.com/highlight/detail?id=1169827391","media":"Barrons","summary":"Stock in Amazon.com has barely budged since the e-commerce and cloud- computing giant reported stell","content":"<p>Stock in Amazon.com has barely budged since the e-commerce and cloud- computing giant reported stellar fourth-quarter results that were overshadowed by the news that CEO Jeff Bezos will shift into the role of&nbsp; executive chairman, with Amazon Web Services chief Andy Jassy taking over the top slot.</p>\n<p>The combination of that pending change, along with uncertainty over how the reopening of the economy will affect shopping behavior, has some investors a little uneasy about the stock’s near-term prospects.</p>\n<p>They will get a fresh look at the situation after the close of trading on Thursday, when Amazon (ticker: AMZN) posts its results for the March quarter. Amazon has told investors to expect revenue of $100 billion to $106 billion, with operating income of between $3 billion and $6.5 billion, and about $2 billion in costs related to Covid-19. The Wall Street consensus calls for revenue of $104.5 billion, with profits of $9.54 a share.</p>\n<p>The Street also clearly expects the quarter’s results to show continued strength in e-commerce. According to FactSet, Wall Street analysts expect online-stores revenue of $51.5 billion, up 41% from a year ago, with third-party sales of $21.7 billion, up 50%. Subscription revenues are expected to be $7.3 billion, up 32%, while revenue from physical stores is expected to be $4.3 billion, down 8%. AWS revenues are projected at $13.2 billion, up 29%.</p>\n<p>One open question is what forecasts the company will make for the June quarter as parts of the country begin to return to more normal economic activity. The Street is projecting June quarter revenue of $108.7 billion and profits of $10.81 a share.</p>\n<p>In an earnings preview note, Truist analyst Youssef Squali&nbsp;reiterated a Buy rating on the stock and a target of $3,750 for the share price. The stock closed Tuesday at $3,417.43, up 4.9% year to date.</p>\n<p>He expects revenue to come in at the high end of the range Amazon predicted, saying e-commerce demand has remained strong both in the U.S. and internationally, given that the pandemic has been slow to subside. Conversations with people in the industry and strong earning disclosed last week by Snap bode well for Amazon’s ad business, which is lumped into a category called “other,” he wrote. He also thinks the market continues to underestimate the long-term growth potential of the dominance of the company’s two key businesses—e-commerce and AWS—as well as the company’s “emerging leadership in online advertising.”</p>\n<p>Stifel analyst Scott Devitt&nbsp;is similarly bullish, repeating a Buy rating and $4,000 target price. He sees 40% top-line growth, a little ahead of the Street consensus. “The focus on the report will largely center on the outlook as Amazon laps the difficult prior year compares from the onset of the pandemic,” he wrote in a research note.</p>\n<p>“Growth in a post-Covid environment remains largely uncertain for Amazon and across the e-commerce landscape,” Devitt said. “Our [June quarter] revenue estimates are ahead of consensus as we see tailwinds stemming from strong growth in new Prime members and diversification across geographies and categories supporting the retail business as economies recover.” He also said AWS and the ad business are well positioned for a recovery.</p>\n<p>Wedbush analyst Michael Pachter likewise maintained an Outperform rating and $4,000 target. He thinks the company will post more revenue and operating income than it had forecast, an outperformance resulting from market-share gains in e-commerce.&nbsp;</p>\n<p>“We believe that a more stable economy, continued imposition of shelter-in-place orders in many of Amazon’s markets, continued expansion into the very large grocery segment, and outstanding execution likely drove strong results in Q1,” he said. “In addition, Amazon Pharmacy (launched February 2) represents a U.S. [addressable market] of around $600 billion, so any market share gains could provide further upside.”</p>","source":"lsy1601382232898","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>Amazon Earnings Will Be Fantastic. What That Means for the Stock.</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\">\nAmazon Earnings Will Be Fantastic. What That Means for the Stock.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-29 10:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/amazon-is-likely-to-post-blowout-profits-the-question-is-what-follows-51619556363?mod=hp_LEADSUPP_1><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Stock in Amazon.com has barely budged since the e-commerce and cloud- computing giant reported stellar fourth-quarter results that were overshadowed by the news that CEO Jeff Bezos will shift into the...</p>\n\n<a href=\"https://www.barrons.com/articles/amazon-is-likely-to-post-blowout-profits-the-question-is-what-follows-51619556363?mod=hp_LEADSUPP_1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://www.barrons.com/articles/amazon-is-likely-to-post-blowout-profits-the-question-is-what-follows-51619556363?mod=hp_LEADSUPP_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169827391","content_text":"Stock in Amazon.com has barely budged since the e-commerce and cloud- computing giant reported stellar fourth-quarter results that were overshadowed by the news that CEO Jeff Bezos will shift into the role of  executive chairman, with Amazon Web Services chief Andy Jassy taking over the top slot.\nThe combination of that pending change, along with uncertainty over how the reopening of the economy will affect shopping behavior, has some investors a little uneasy about the stock’s near-term prospects.\nThey will get a fresh look at the situation after the close of trading on Thursday, when Amazon (ticker: AMZN) posts its results for the March quarter. Amazon has told investors to expect revenue of $100 billion to $106 billion, with operating income of between $3 billion and $6.5 billion, and about $2 billion in costs related to Covid-19. The Wall Street consensus calls for revenue of $104.5 billion, with profits of $9.54 a share.\nThe Street also clearly expects the quarter’s results to show continued strength in e-commerce. According to FactSet, Wall Street analysts expect online-stores revenue of $51.5 billion, up 41% from a year ago, with third-party sales of $21.7 billion, up 50%. Subscription revenues are expected to be $7.3 billion, up 32%, while revenue from physical stores is expected to be $4.3 billion, down 8%. AWS revenues are projected at $13.2 billion, up 29%.\nOne open question is what forecasts the company will make for the June quarter as parts of the country begin to return to more normal economic activity. The Street is projecting June quarter revenue of $108.7 billion and profits of $10.81 a share.\nIn an earnings preview note, Truist analyst Youssef Squali reiterated a Buy rating on the stock and a target of $3,750 for the share price. The stock closed Tuesday at $3,417.43, up 4.9% year to date.\nHe expects revenue to come in at the high end of the range Amazon predicted, saying e-commerce demand has remained strong both in the U.S. and internationally, given that the pandemic has been slow to subside. Conversations with people in the industry and strong earning disclosed last week by Snap bode well for Amazon’s ad business, which is lumped into a category called “other,” he wrote. He also thinks the market continues to underestimate the long-term growth potential of the dominance of the company’s two key businesses—e-commerce and AWS—as well as the company’s “emerging leadership in online advertising.”\nStifel analyst Scott Devitt is similarly bullish, repeating a Buy rating and $4,000 target price. He sees 40% top-line growth, a little ahead of the Street consensus. “The focus on the report will largely center on the outlook as Amazon laps the difficult prior year compares from the onset of the pandemic,” he wrote in a research note.\n“Growth in a post-Covid environment remains largely uncertain for Amazon and across the e-commerce landscape,” Devitt said. “Our [June quarter] revenue estimates are ahead of consensus as we see tailwinds stemming from strong growth in new Prime members and diversification across geographies and categories supporting the retail business as economies recover.” He also said AWS and the ad business are well positioned for a recovery.\nWedbush analyst Michael Pachter likewise maintained an Outperform rating and $4,000 target. He thinks the company will post more revenue and operating income than it had forecast, an outperformance resulting from market-share gains in e-commerce. \n“We believe that a more stable economy, continued imposition of shelter-in-place orders in many of Amazon’s markets, continued expansion into the very large grocery segment, and outstanding execution likely drove strong results in Q1,” he said. “In addition, Amazon Pharmacy (launched February 2) represents a U.S. [addressable market] of around $600 billion, so any market share gains could provide further upside.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":254,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":371943054,"gmtCreate":1618906008778,"gmtModify":1704716652686,"author":{"id":"3554888919555648","authorId":"3554888919555648","name":"Kennethngg","avatar":"https://static.tigerbbs.com/0862ff69d820327651b83d36c60dab78","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554888919555648","authorIdStr":"3554888919555648"},"themes":[],"htmlText":"So sick","listText":"So sick","text":"So sick","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/371943054","repostId":"1184249806","repostType":4,"isVote":1,"tweetType":1,"viewCount":349,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":371940692,"gmtCreate":1618905884516,"gmtModify":1704716651222,"author":{"id":"3554888919555648","authorId":"3554888919555648","name":"Kennethngg","avatar":"https://static.tigerbbs.com/0862ff69d820327651b83d36c60dab78","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554888919555648","authorIdStr":"3554888919555648"},"themes":[],"htmlText":"Sick","listText":"Sick","text":"Sick","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/371940692","repostId":"1129471770","repostType":4,"repost":{"id":"1129471770","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1618793935,"share":"https://ttm.financial/m/news/1129471770?lang=&edition=fundamental","pubTime":"2021-04-19 08:58","market":"us","language":"en","title":"IPO Preview: UiPath Inc, KnowBe4, Zymergen, Latham Holdings Highlight Busy Week Of Offerings","url":"https://stock-news.laohu8.com/highlight/detail?id=1129471770","media":"Benzinga","summary":"This week’s offerings don’t have quite the same high profile as last week's highly anticipated IPO o","content":"<p>This week’s offerings don’t have quite the same high profile as last week's highly anticipated IPO of<b>Coinbase Global</b>COIN 5.96%. Nevertheless, there are several excitingIPOsthat investors should consider this week, including UiPath and Latham Holdings.</p><p>Here is a look at the expected IPO pricings for the week of April 19.</p><p><b>DoubleVerify Holdings:</b>&nbsp;Digital media measurement and analytics company<b>DoubleVerify Holdings</b>&nbsp;NYSE:&nbsp;DV&nbsp;plansto sell 13.3 million shares at a price point of $24 to $27.</p><p>The company makes security software for digital advertising and claims to have over 1,000 advertisers and publishers as partners, and more than 45 customers that each account for $1 million in annual revenue for DoubleVerify.</p><p>The company had revenue of $244 million in fiscal 2020, a year-over-year increase of 34%.</p><p><b>NeuroPace:</b>&nbsp;Commercial-stage medical device company<b>NeuroPace</b>&nbsp;NASDAQ:&nbsp;NPCE&nbsp;says it&nbsp;hasthe first and only commercially-available, brain-responsive system to help fight seizures.</p><p>The company’s target market is customers who have drug-resistant epilepsy. Over 3,000 patients were&nbsp;served by the company through 2020. Neuropace had revenue of $10 million in fiscal 2020 and is guiding for fiscal 2021 revenue of between $11.1 million and $11.3 million.</p><p>Over $28 billion is spent annually on epilepsy care in the United States. The company plans to sell 5.3 million shares at a price point of $15 to $17.</p><p><b>UiPath:</b>Thebiggest IPOof the week is set to be automation company<b>UiPath Inc</b>NYSEPATH, with aplannedoffering of 21.3 million shares at a price point of $43 to $50.</p><p>The company “makes software robots so people don’t have to be robots.” The company had annual recurring revenue of $580 million in the fiscal year ended January 31, 2021, for a growth rate of 65%.&nbsp;UiPath says it has over 7,900 customers, with over 1,000 of them paying $100,000 or more annually to the company.</p><p>The company is targeting a market opportunity of $65 billion and believes its open architecture and end-to-end platform set it apart from competitors.</p><p><b>SkyWater Technology:</b>Pure-play technology foundry<b>SkyWater Technology</b>&nbsp;NASDAQ:&nbsp;SKYT&nbsp;offerssemiconductor development and manufacturing services, targeting&nbsp;customers in markets like advanced computing, aerospace, defense, automotive and IoT.</p><p>The company has 35 customers in its advanced technology services including L3Harris and<b>Microsoft Corporation</b>MSFT 0.48%. SkyWater was divested from Cypress Semiconductor in 2017. The company had revenue of $140.4 million in 2020.</p><p>SkyWater plans to sell 5.8 million shares at a price point of $12 to $14.</p><p><b>KnowBe4:</b>Security platform<b>KnowBe4 Inc</b>&nbsp;NASDAQ:&nbsp;KNBE&nbsp;isseekingto sell 11.8 million shares at a price point of $16 to $18.</p><p>The company serves over 37,000 customers globally in markets worth $15 billion. The company had 45% revenue growth and $198 million in annual recurring revenue last year. It plans to rapidly grow its international operations, which made up 11.9% of revenue in fiscal 2020.</p><p><b>Zymergen: \"</b>Biofacturing\" company<b>Zymergen</b>&nbsp;NASDAQ:&nbsp;ZY&nbsp;plansto sell 13.6 million shares at a price of $28 to $31.</p><p>The company is working on bio-based products including films that could be used in rollable mobile tablet devices.</p><p>The company’s first product, Hyaline, was launched in December 2020, and an additional 10 products are in development. The biofacturing market is worth $1.2 trillion. according to the company.</p><p><b>Agiliti:</b>Healthcare service provider&nbsp;<b>Agiliti Inc</b>NYSEAGTIsays it&nbsp;hasa customer base of over 7,0000 networks and that&nbsp;90% of U.S. acute and alternate care facilities are within a 100-mile radius of an Agiliti service center. The company is seeking to sell 26.3 million shares at a price point of $18 to $20.</p><p><b>Latham Group:</b>A designer, manufacturer and marketer of in-ground residential pools in North America, Australia and New Zealandplansto go public this week.</p><p><b>Latham Group</b>&nbsp;NASDAQ:&nbsp;SWIM&nbsp;plans to sell 20 million shares at a price point of $19 to $21.</p><p>The company sells fiberglass products that are more durable and use less chemicals, according to the company. Latham sold 8,700 fiberglass pools in 2020 and reported its 11th consecutive year of net sales growth.</p><p>The company had revenue of $408 million in fiscal 2020, and&nbsp;59% of it came from in-ground pool sales.</p><p>In 2018, the company shifted from a business-to-business model to business-to-consumer, making it&nbsp;the only pool company with a direct relationship to the homeowner, according to the company.</p><p>Fiberglass pools are still a small market in North America compared to international markets, Latham says. The company claims to have a No. 1 market-share position in all the categories it competes in for the North American market.</p><p></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>IPO Preview: UiPath Inc, KnowBe4, Zymergen, Latham Holdings Highlight Busy Week Of Offerings</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\">\nIPO Preview: UiPath Inc, KnowBe4, Zymergen, Latham Holdings Highlight Busy Week Of Offerings\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/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-04-19 08:58</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>This week’s offerings don’t have quite the same high profile as last week's highly anticipated IPO of<b>Coinbase Global</b>COIN 5.96%. Nevertheless, there are several excitingIPOsthat investors should consider this week, including UiPath and Latham Holdings.</p><p>Here is a look at the expected IPO pricings for the week of April 19.</p><p><b>DoubleVerify Holdings:</b>&nbsp;Digital media measurement and analytics company<b>DoubleVerify Holdings</b>&nbsp;NYSE:&nbsp;DV&nbsp;plansto sell 13.3 million shares at a price point of $24 to $27.</p><p>The company makes security software for digital advertising and claims to have over 1,000 advertisers and publishers as partners, and more than 45 customers that each account for $1 million in annual revenue for DoubleVerify.</p><p>The company had revenue of $244 million in fiscal 2020, a year-over-year increase of 34%.</p><p><b>NeuroPace:</b>&nbsp;Commercial-stage medical device company<b>NeuroPace</b>&nbsp;NASDAQ:&nbsp;NPCE&nbsp;says it&nbsp;hasthe first and only commercially-available, brain-responsive system to help fight seizures.</p><p>The company’s target market is customers who have drug-resistant epilepsy. Over 3,000 patients were&nbsp;served by the company through 2020. Neuropace had revenue of $10 million in fiscal 2020 and is guiding for fiscal 2021 revenue of between $11.1 million and $11.3 million.</p><p>Over $28 billion is spent annually on epilepsy care in the United States. The company plans to sell 5.3 million shares at a price point of $15 to $17.</p><p><b>UiPath:</b>Thebiggest IPOof the week is set to be automation company<b>UiPath Inc</b>NYSEPATH, with aplannedoffering of 21.3 million shares at a price point of $43 to $50.</p><p>The company “makes software robots so people don’t have to be robots.” The company had annual recurring revenue of $580 million in the fiscal year ended January 31, 2021, for a growth rate of 65%.&nbsp;UiPath says it has over 7,900 customers, with over 1,000 of them paying $100,000 or more annually to the company.</p><p>The company is targeting a market opportunity of $65 billion and believes its open architecture and end-to-end platform set it apart from competitors.</p><p><b>SkyWater Technology:</b>Pure-play technology foundry<b>SkyWater Technology</b>&nbsp;NASDAQ:&nbsp;SKYT&nbsp;offerssemiconductor development and manufacturing services, targeting&nbsp;customers in markets like advanced computing, aerospace, defense, automotive and IoT.</p><p>The company has 35 customers in its advanced technology services including L3Harris and<b>Microsoft Corporation</b>MSFT 0.48%. SkyWater was divested from Cypress Semiconductor in 2017. The company had revenue of $140.4 million in 2020.</p><p>SkyWater plans to sell 5.8 million shares at a price point of $12 to $14.</p><p><b>KnowBe4:</b>Security platform<b>KnowBe4 Inc</b>&nbsp;NASDAQ:&nbsp;KNBE&nbsp;isseekingto sell 11.8 million shares at a price point of $16 to $18.</p><p>The company serves over 37,000 customers globally in markets worth $15 billion. The company had 45% revenue growth and $198 million in annual recurring revenue last year. It plans to rapidly grow its international operations, which made up 11.9% of revenue in fiscal 2020.</p><p><b>Zymergen: \"</b>Biofacturing\" company<b>Zymergen</b>&nbsp;NASDAQ:&nbsp;ZY&nbsp;plansto sell 13.6 million shares at a price of $28 to $31.</p><p>The company is working on bio-based products including films that could be used in rollable mobile tablet devices.</p><p>The company’s first product, Hyaline, was launched in December 2020, and an additional 10 products are in development. The biofacturing market is worth $1.2 trillion. according to the company.</p><p><b>Agiliti:</b>Healthcare service provider&nbsp;<b>Agiliti Inc</b>NYSEAGTIsays it&nbsp;hasa customer base of over 7,0000 networks and that&nbsp;90% of U.S. acute and alternate care facilities are within a 100-mile radius of an Agiliti service center. The company is seeking to sell 26.3 million shares at a price point of $18 to $20.</p><p><b>Latham Group:</b>A designer, manufacturer and marketer of in-ground residential pools in North America, Australia and New Zealandplansto go public this week.</p><p><b>Latham Group</b>&nbsp;NASDAQ:&nbsp;SWIM&nbsp;plans to sell 20 million shares at a price point of $19 to $21.</p><p>The company sells fiberglass products that are more durable and use less chemicals, according to the company. Latham sold 8,700 fiberglass pools in 2020 and reported its 11th consecutive year of net sales growth.</p><p>The company had revenue of $408 million in fiscal 2020, and&nbsp;59% of it came from in-ground pool sales.</p><p>In 2018, the company shifted from a business-to-business model to business-to-consumer, making it&nbsp;the only pool company with a direct relationship to the homeowner, according to the company.</p><p>Fiberglass pools are still a small market in North America compared to international markets, Latham says. The company claims to have a No. 1 market-share position in all the categories it competes in for the North American market.</p><p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AGTI":"Agiliti, Inc.","DV":"DoubleVerify Holdings, Inc.","PATH":"UiPath","KNBE":"KnowBe4, Inc.","SWIM":"Latham Group, Inc.","ZY":"Zymergen, Inc.","NPCE":"NeuroPace Inc.","SKYT":"SkyWater Technology, Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129471770","content_text":"This week’s offerings don’t have quite the same high profile as last week's highly anticipated IPO ofCoinbase GlobalCOIN 5.96%. Nevertheless, there are several excitingIPOsthat investors should consider this week, including UiPath and Latham Holdings.Here is a look at the expected IPO pricings for the week of April 19.DoubleVerify Holdings: Digital media measurement and analytics companyDoubleVerify Holdings NYSE: DV plansto sell 13.3 million shares at a price point of $24 to $27.The company makes security software for digital advertising and claims to have over 1,000 advertisers and publishers as partners, and more than 45 customers that each account for $1 million in annual revenue for DoubleVerify.The company had revenue of $244 million in fiscal 2020, a year-over-year increase of 34%.NeuroPace: Commercial-stage medical device companyNeuroPace NASDAQ: NPCE says it hasthe first and only commercially-available, brain-responsive system to help fight seizures.The company’s target market is customers who have drug-resistant epilepsy. Over 3,000 patients were served by the company through 2020. Neuropace had revenue of $10 million in fiscal 2020 and is guiding for fiscal 2021 revenue of between $11.1 million and $11.3 million.Over $28 billion is spent annually on epilepsy care in the United States. The company plans to sell 5.3 million shares at a price point of $15 to $17.UiPath:Thebiggest IPOof the week is set to be automation companyUiPath IncNYSEPATH, with aplannedoffering of 21.3 million shares at a price point of $43 to $50.The company “makes software robots so people don’t have to be robots.” The company had annual recurring revenue of $580 million in the fiscal year ended January 31, 2021, for a growth rate of 65%. UiPath says it has over 7,900 customers, with over 1,000 of them paying $100,000 or more annually to the company.The company is targeting a market opportunity of $65 billion and believes its open architecture and end-to-end platform set it apart from competitors.SkyWater Technology:Pure-play technology foundrySkyWater Technology NASDAQ: SKYT offerssemiconductor development and manufacturing services, targeting customers in markets like advanced computing, aerospace, defense, automotive and IoT.The company has 35 customers in its advanced technology services including L3Harris andMicrosoft CorporationMSFT 0.48%. SkyWater was divested from Cypress Semiconductor in 2017. The company had revenue of $140.4 million in 2020.SkyWater plans to sell 5.8 million shares at a price point of $12 to $14.KnowBe4:Security platformKnowBe4 Inc NASDAQ: KNBE isseekingto sell 11.8 million shares at a price point of $16 to $18.The company serves over 37,000 customers globally in markets worth $15 billion. The company had 45% revenue growth and $198 million in annual recurring revenue last year. It plans to rapidly grow its international operations, which made up 11.9% of revenue in fiscal 2020.Zymergen: \"Biofacturing\" companyZymergen NASDAQ: ZY plansto sell 13.6 million shares at a price of $28 to $31.The company is working on bio-based products including films that could be used in rollable mobile tablet devices.The company’s first product, Hyaline, was launched in December 2020, and an additional 10 products are in development. The biofacturing market is worth $1.2 trillion. according to the company.Agiliti:Healthcare service provider Agiliti IncNYSEAGTIsays it hasa customer base of over 7,0000 networks and that 90% of U.S. acute and alternate care facilities are within a 100-mile radius of an Agiliti service center. The company is seeking to sell 26.3 million shares at a price point of $18 to $20.Latham Group:A designer, manufacturer and marketer of in-ground residential pools in North America, Australia and New Zealandplansto go public this week.Latham Group NASDAQ: SWIM plans to sell 20 million shares at a price point of $19 to $21.The company sells fiberglass products that are more durable and use less chemicals, according to the company. Latham sold 8,700 fiberglass pools in 2020 and reported its 11th consecutive year of net sales growth.The company had revenue of $408 million in fiscal 2020, and 59% of it came from in-ground pool sales.In 2018, the company shifted from a business-to-business model to business-to-consumer, making it the only pool company with a direct relationship to the homeowner, according to the company.Fiberglass pools are still a small market in North America compared to international markets, Latham says. The company claims to have a No. 1 market-share position in all the categories it competes in for the North American market.","news_type":1},"isVote":1,"tweetType":1,"viewCount":319,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":343862811,"gmtCreate":1617703823533,"gmtModify":1704701973552,"author":{"id":"3554888919555648","authorId":"3554888919555648","name":"Kennethngg","avatar":"https://static.tigerbbs.com/0862ff69d820327651b83d36c60dab78","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554888919555648","authorIdStr":"3554888919555648"},"themes":[],"htmlText":"Sick","listText":"Sick","text":"Sick","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/343862811","repostId":"1188128799","repostType":4,"isVote":1,"tweetType":1,"viewCount":509,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":325413839,"gmtCreate":1615911686321,"gmtModify":1704788449787,"author":{"id":"3554888919555648","authorId":"3554888919555648","name":"Kennethngg","avatar":"https://static.tigerbbs.com/0862ff69d820327651b83d36c60dab78","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554888919555648","authorIdStr":"3554888919555648"},"themes":[],"htmlText":"Sick","listText":"Sick","text":"Sick","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/325413839","repostId":"1121564086","repostType":4,"repost":{"id":"1121564086","pubTimestamp":1615899026,"share":"https://ttm.financial/m/news/1121564086?lang=&edition=fundamental","pubTime":"2021-03-16 20:50","market":"us","language":"en","title":"Larry McDonald Warns \"The Big [Market] Quake Is Coming\"","url":"https://stock-news.laohu8.com/highlight/detail?id=1121564086","media":"zerohedge","summary":"The mood is testy. Yields on Treasuries are rising, the dollar is trending stronger, and major tech ","content":"<p>The mood is testy. Yields on Treasuries are rising, the dollar is trending stronger, and major tech stocks are under pressure. Accordingly, tensions are high when the Federal Reserve decides on the future course of its monetary policy this Wednesday.</p>\n<p><i><b>«The Fed has its back against the wall,»</b></i>says Larry McDonald during a conversation via Zoom. The internationally renowned macro strategist and former senior trader at Lehman Brothers warns that the Federal Reserve has little time to mitigate the explosive situation in the bond and currency markets. Otherwise, he says, the global economy is at risk of another crisis.</p>\n<p>Since last spring, the founder of the independent investment advisor&nbsp;The Bear Traps Report&nbsp;has been&nbsp;recommending investments&nbsp;in the commodity sector, where he believes a new super cycle has begun. He&nbsp;reiterated his recommendation&nbsp;during his last conversation with The Market in late 2020. Today, his call for a big reflation trade has become the consensus on Wall Street.</p>\n<p>In this new interview with The Market/NZZ, which has been edited and condensed for clarity, Larry McDonald tells why he expects the Federal Reserve to resort to yield curve control fairly soon and what that will mean for gold and silver. He also explains why the rotation into commodities and value stocks is only just beginning and where he currently sees the best opportunities for investments.</p>\n<p><b>After the turmoil of the past few weeks, all eyes are on the Federal Reserve. What can investors expect from Wednesday's Fed meeting?</b></p>\n<blockquote>\n <b>We’re at a point where the market is moving way ahead of the Federal Reserve.</b>The Fed is on «outcome-based guidance», but the beast, that serpent in the market, wants more than that. Basically, the market is saying: «The US economy is going to grow 6 or 7% this year, and that will force you to taper in Q3 or Q4.» As investors are pricing in a tapering of the Fed’s asset purchases, financial conditions are tightening; especially in emerging markets, where spreads on credit default swaps are rising. So far, financial conditions are nowhere near extremely dangerous levels. But the problem is everybody thinks we’re in a similar situation as back in 2018.\n</blockquote>\n<p><b>What do you mean by that?</b></p>\n<blockquote>\n Once again, the Fed is playing «Tough Guy»: The market demands a policy pivot, but the Fed is trying to hold on to its path, essentially signaling to investors: «No way, relax». We had a similar set-up in 2013, 2016 and 2018. These were the three most significant monetary policy shifts where market pressures broke the Fed's desired policy path.\n <b>The problem is that back then the Fed had far more rope to play Tough Guy since the economy was stronger. In 2018 for instance</b>, the US economy was creating hundreds of thousands of jobs a month. In contrast, today’s employment-to-population ratio is 3.5 percentage points below January 2020 levels. This means 13 million Americans are outside the labor force. To get back to pre-pandemic levels, the economy has to create more than 540,000 jobs a month for two years.\n</blockquote>\n<p><b>So what does this mean for this week's Fed meeting?</b></p>\n<blockquote>\n <b>The Fed is planet earth’s central bank. Every time they tried to play Tough Guy, they’ve blown up the global economy.</b>This time, the Fed's Tough Guy window is much smaller. In 2018 or 2013 that window was nine to ten months. Now, it’s like two months because the economy is so weak. If they let financial conditions tighten further, they risk a major default cycle.\n <b>The negative multiplier effect of a stronger dollar is much higher to the world economy than the Fed anticipates</b>. They can't afford to let the dollar rip higher, because there is so much dollar denominated debt in the world, so much trade tied to the Greenback. If they blow that up, it will just blow back to the US and force the Fed into a policy shift anyway. It’s like with an oil change at the car repair shop: You can pay now or you can pay later. That’s why the Fed has to pay now.\n</blockquote>\n<p><b>Why?</b></p>\n<blockquote>\n <b>The Fed’s back is against the wall, all points to proactive action on March 17.</b>They must suppress taper fears and cut these risks off, or else they blow up the global economy for the 4th time since 2013. We’re hearing that they’re already getting incoming calls from emerging market central banks right now. If Fed Chairman Jay Powell plays Tough Guy by staying with the current path, without offering further assurances of deeper, more sustainable accommodation, the beast inside the market will keep pushing him until he breaks. We will see a repeat of Q4 2018 and Q1 2019, where the Fed was forced into an utterly embarrassing pivot. One of those is enough for Powell’s legacy, he doesn’t want two.\n</blockquote>\n<p><b>What kind of measures can be expected?</b></p>\n<blockquote>\n <b>Eventually, we will get the taper, but the overwhelming point is other weapons have to come first.</b>A Federal Reserve offering insufficient accommodation places markets in the crosshairs of a risk-off event. The first thing they will try to do is give some hard data points. For example, the US economy has to create 10 million jobs for the Fed to do anything on the balance sheet. Another way they can get out is calendar guidance, but that’s a more sophisticated weaponry. Bottom line, they should just say: «From now until the end of the year QE will continue at $120 billion a month, and we want PCE-inflation to get to between 2 and 2.5% and stay there for 24 months.» With that in place,\n <b>all they have to do is open the door two or three inches for yield curve control, and they can contain the dollar.</b>\n</blockquote>\n<p><b>The last time the Federal Reserve used yield curve control was during the time of World War II. Why would it resort to such a radical measure?</b></p>\n<blockquote>\n <b>Here’s the dirty little secret: Too many Treasury bonds are for sale.</b>There aren’t enough buyers, and that will force the Fed to step in. More than $3.6 trillion of US government paper was issued in 2020 versus $2.9 trillion in the prior year. With the new $1.9 trillion fiscal package coming from Washington, issuance in 2021 is slated to rise to $4 trillion. That’s a lot more than the Fed’s Treasury purchases through QE, so the spread between QE and debt issuance gets much wider. Washington is doing so much fiscal stimulus, I’m confident that this is going to force the Fed into yield curve control by September. If that’s the case, it will pressure the dollar lower and put commodities, value stocks, global cyclicals, materials and emerging markets into rotation overdrive.\n</blockquote>\n<p><b>How come?</b></p>\n<blockquote>\n <b>Yield curve control deployment is the tactical nuclear weaponry.</b>If the Fed throws out yield curve control just as a threat, it will suppress Treasury rates and real yields will go much more negative. Over the last couple of months, the issuance has overpowered inflation expectations. Think of it as a car race: Treasury issuances were driving up yields faster than inflation expectations rose. But if the Fed starts to acknowledge that they are going to bring out new weapons like calendar guidance and yield curve control, then they’re suppressing nominal yields. So if inflation expectations continue to rise, then real yields go big negative – and that’s when gold and silver will take off. I think silver can double from here until early next year. Gold could be up 50%.\n</blockquote>\n<p><b>How can investors best position themselves in this environment?</b></p>\n<blockquote>\n In terms of emerging markets, we’re\n <b>long Chile and Brazil.</b>In Asia, South Korea looks attractive. We also like the KWEB ETF which consists of the big Chinese tech stocks. In the commodity space, we have a position in the XME ETF which owns mainly\n <b>copper and steel names.</b>One of the best companies we own is Teck Resources. This stock is almost like a commodity mutual fund, because the company has exposure to copper, nickel and even energy. Another favorite is Mosaic because in a commodity cycle where you have weather problems around the world,\n <b>agricultural plays are a good bet.</b>\n</blockquote>\n<p><b>What about precious metals?</b></p>\n<blockquote>\n <b>When it comes to precious metals, we love silver miners</b>like Hecla Mining. When the Fed eases its policy, the silver miners will outperform the underlying metal, and they will outperform gold because there is more leverage there.\n</blockquote>\n<p><b>The gold price is down more than 15% since its all-time high in August. What’s the problem?</b></p>\n<blockquote>\n <b>Everyone thinks it’s 2013, so taper fears are sky high for gold. But the Fed cannot repeat its mistakes.</b>They must cap yields if they want to preserve the global economic recovery. Thus, the convexity with gold is very attractive. Every leg lower in real yields will act like a slingshot higher for gold. That’s why we love Newmont. The stock trades at 6x EBITDA with a 4% dividend yield which gives you some downside protection. And remember: The 2011-2016 commodity bust has made the balance sheet of these high quality gold mining companies a lot stronger.\n</blockquote>\n<p><b>President Joe Biden has just signed off on a $1.9 trillion economic program. What are the chances of a second stimulus bill, aimed at infrastructure?</b></p>\n<blockquote>\n It’s important to note that\n <b>a second fiscal deal for 2021 is not a slam dunk.</b>To pass the present $1.9 trillion stimulus bill, the Democrats used reconciliation. It’s a very special trick in US politics, because with reconciliation you don’t need 60 votes to pass a bill in the Senate. All you need is 50 votes. Yet, reconciliation has to be tied to a budget year. This means the next time the Democrats can use it is probably in the fourth quarter, late November or December, and tie it to the following year's budget. So the only way to do an infrastructure bill in the next six months is with a traditional piece of legislation.\n</blockquote>\n<p><b>Is that even possible, given how wide the rift between Republicans and Democrats has opened in recent years?</b></p>\n<blockquote>\n For that you need essentially ten Republicans. Right now, the centrists on the Hill, people like Mitt Romney on the Republican side or Joe Manchin on the Democrat side, are the most powerful people in Washington. They want to do an infrastructure program, but they want to finance it with tax revenue. They don’t believe in things like Modern Monetary Theory where the Fed is financing the deficit.\n <b>So you are going to need a tax hike. And in this regard, we’re hearing they could go after some type of flat tax on the FAANGs, the big technology companies.</b>\n</blockquote>\n<p><b>What does this mean for Apple, Google, Facebook and other tech heavyweights?</b></p>\n<blockquote>\n Keep in mind, we’re in a populist revolution:\n <b>The risk of inequality leading to social unrest is high, and that puts pressure on politicians to pass bills to tax the rich.</b>But a wealth tax is extremely complicated, it would take years. The simplest way to do something in terms of taxes is to tax larger companies. In the eighties, the top 100 companies in the US maintained about 45 to 50% of total profits. Today, the largest 20 companies command about 85 to 90%. In addition to that, close to 40% of the S&amp;P 500’s market cap is related to tech. So tech is the low hanging fruit for the populists in Congress to go after.\n</blockquote>\n<p><b>One more reason why tech stocks remain under pressure?</b></p>\n<blockquote>\n We run a bunch of models. For example, we look at Berkshire Hathaway’s share price versus the Nasdaq 100 or the Dow Jones Industrial versus the Nasdaq. March 8th was the second time in 2021 that the Nasdaq closed down 2% with the Dow closing higher.\n <b>We haven’t seen this type of data since the dotcom crash. It’s a very rare event which historically coincides with a longer-term rotation out of technology stocks. That’s a very encouraging signal for value stocks.</b>In this regard, we like the EWU ETF. It’s a wonderful basket of stocks because it’s full of financials and world class names like BP, Rio Tinto or Glencore. Officially, it’s called the United Kingdom ETF, but it’s more like a global value ETF.\n</blockquote>\n<p><b>Does this mean that the rotation towards cyclical stocks has only just begun?</b></p>\n<blockquote>\n <b>Many investors around the world are long a portfolio of stocks that was designed for the deflationary environment of the previous decade.</b>The decade ahead of us - with all what’s ahead in terms of fiscal and monetary stimulus, populism, regulation and taxes - will push investors toward more globally value related stocks. That’s where the best returns are going to be.\n</blockquote>\n<p><b>So the previously successful «buy the dip» strategy of simply buying more tech stocks after every decline no longer works?</b></p>\n<blockquote>\n <b>The potency of dip-buying is in decay mode.</b>Global value is really starting to kick tech in the teeth, and when that happens, it wakes up what's called «real money». Keep in mind: There is fast money, mostly hedge funds which are nimble and make quick moves. In contrast, real money moves slowly. Those types of investors don’t make asset allocation decisions quickly. They base their decisions on committees and all kinds of meetings. As a result, tectonic plates are shifting beneath our feet. We’ve seen tremors after tremors where value is starting to crush growth, and now the earthquake is coming. At Bear Traps, we have a Bloomberg chat with 650 institutional investors, and I can tell just by these conversations, that the real money is starting to move.\n <b>And when the real money moves, that’s when the big quake happens.</b>\n</blockquote>\n<p><b>What kind of dislocations will this cause?</b></p>\n<blockquote>\n <b>Tech will probably be down 30 to 40% sometime between now and the end of October.</b>Today, the market cap of the Nasdaq 100 is close to $12 trillion, but most large-cap tech stocks are unchanged since July last year, while commodity and value-related equities are up 20 to 50%. In the US, if you talk to a hundred high-net-worth families, every one of those families owns Apple, Google, Facebook and Amazon. But look what’s happening: Amazon’s stock is flat since the 4th of July 2020. That's $1.5 trillion of dead money. Last Friday, Amazon failed at the 200-day moving average again.\n <b>This is like Mike Tyson getting defeated by Buster Douglas, one of the greatest upsets in sports history. This psychology is moving through the market, pushing the capital migration process into value and commodity plays.</b>\n</blockquote>\n<p><b>However, investments in commodities are mostly not compliant with the trend towards ESG standards; especially when it comes to CO2 emissions.</b></p>\n<blockquote>\n <b>The best ESG trade on the board is nuclear power. The largest uranium company in the US is Cameco with a $7 market cap.</b>Think about that relative to Elon Musk’s net worth! I support the Green New Deal, but this needs time, because solar and wind are still too far away to produce the amount of energy needed around the world, especially in India and China. The only way to meet that demand is through nuclear power. Uranium is coming out of a ten-year bear market, and it’s going into a massive new bull market. All the contracts between power plants and uranium producers are going to be adjusted. That’s why we like the URA ETF which owns companies like Cameco. I see some of these companies as six baggers: 500% upside potential and 30 to 40% downside risk, because uranium is still a risky commodity.\n</blockquote>\n<p><b>In our&nbsp;last conversation, you recommended investments in the energy sector. Since then, names such as Chevron, Royal Dutch Shell or Exxon Mobil have advanced 25 to 60%. What do you advise investors to do now?</b></p>\n<blockquote>\n <b>For now, we’ve cut our energy book:</b>We’ve sold half of our shares in Chevron, and we’ve sold two thirds of our positions in Exxon Mobil and in the XLE ETF. What happens when you get into the fourth, fifth and sixth innings of a commodity cycle, tertiary sectors like metallurgical coal become more attractive. Sure, met coal, also known as coking coal, is not ESG friendly, but there is no way around it for steel production and hence the construction of skyscrapers, bridges and things like that. So coming into this infrastructure boom all around the world, coal has plenty of upside. That’s why we own names like Arch Resources and Peabody Energy. They’re low-leveraged, and really cheap, once again, on a risk/reward basis.\n</blockquote>\n<p><b>What are the biggest dangers to watch out for in the coming weeks and months?</b></p>\n<blockquote>\n <b>One spot to watch are all these forbearance deals in commercial real estate.</b>When we come out of Covid and the vaccines and the stimulus money are juicing through the economy, the market will be forcing the release of the forbearance on a lot of these loans. So if people don’t come back fast enough to the cities, these commercial real estate loans are going to get reset. This would mean some big defaults, and the banks own a lot of these loans. Also, a lot of leveraged loans are really rich. And then, there is potentially a fiscal cliff:\n <b>The sustainability of the $1.9 trillion stimulus package isn’t that great because a lot of it is just transfer payments replacing lost income for people staying at home. That’s why the US needs a second stimulus bill. If we don’t get a second bill, we are going to have a problem in about a year from now.</b>\n</blockquote>","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>Larry McDonald Warns \"The Big [Market] Quake Is Coming\"</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\">\nLarry McDonald Warns \"The Big [Market] Quake Is Coming\"\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-16 20:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.zerohedge.com/markets/larry-mcdonald-warns-big-market-quake-coming><strong>zerohedge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The mood is testy. Yields on Treasuries are rising, the dollar is trending stronger, and major tech stocks are under pressure. Accordingly, tensions are high when the Federal Reserve decides on the ...</p>\n\n<a href=\"https://www.zerohedge.com/markets/larry-mcdonald-warns-big-market-quake-coming\">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","SPY":"标普500ETF",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://www.zerohedge.com/markets/larry-mcdonald-warns-big-market-quake-coming","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121564086","content_text":"The mood is testy. Yields on Treasuries are rising, the dollar is trending stronger, and major tech stocks are under pressure. Accordingly, tensions are high when the Federal Reserve decides on the future course of its monetary policy this Wednesday.\n«The Fed has its back against the wall,»says Larry McDonald during a conversation via Zoom. The internationally renowned macro strategist and former senior trader at Lehman Brothers warns that the Federal Reserve has little time to mitigate the explosive situation in the bond and currency markets. Otherwise, he says, the global economy is at risk of another crisis.\nSince last spring, the founder of the independent investment advisor The Bear Traps Report has been recommending investments in the commodity sector, where he believes a new super cycle has begun. He reiterated his recommendation during his last conversation with The Market in late 2020. Today, his call for a big reflation trade has become the consensus on Wall Street.\nIn this new interview with The Market/NZZ, which has been edited and condensed for clarity, Larry McDonald tells why he expects the Federal Reserve to resort to yield curve control fairly soon and what that will mean for gold and silver. He also explains why the rotation into commodities and value stocks is only just beginning and where he currently sees the best opportunities for investments.\nAfter the turmoil of the past few weeks, all eyes are on the Federal Reserve. What can investors expect from Wednesday's Fed meeting?\n\nWe’re at a point where the market is moving way ahead of the Federal Reserve.The Fed is on «outcome-based guidance», but the beast, that serpent in the market, wants more than that. Basically, the market is saying: «The US economy is going to grow 6 or 7% this year, and that will force you to taper in Q3 or Q4.» As investors are pricing in a tapering of the Fed’s asset purchases, financial conditions are tightening; especially in emerging markets, where spreads on credit default swaps are rising. So far, financial conditions are nowhere near extremely dangerous levels. But the problem is everybody thinks we’re in a similar situation as back in 2018.\n\nWhat do you mean by that?\n\n Once again, the Fed is playing «Tough Guy»: The market demands a policy pivot, but the Fed is trying to hold on to its path, essentially signaling to investors: «No way, relax». We had a similar set-up in 2013, 2016 and 2018. These were the three most significant monetary policy shifts where market pressures broke the Fed's desired policy path.\n The problem is that back then the Fed had far more rope to play Tough Guy since the economy was stronger. In 2018 for instance, the US economy was creating hundreds of thousands of jobs a month. In contrast, today’s employment-to-population ratio is 3.5 percentage points below January 2020 levels. This means 13 million Americans are outside the labor force. To get back to pre-pandemic levels, the economy has to create more than 540,000 jobs a month for two years.\n\nSo what does this mean for this week's Fed meeting?\n\nThe Fed is planet earth’s central bank. Every time they tried to play Tough Guy, they’ve blown up the global economy.This time, the Fed's Tough Guy window is much smaller. In 2018 or 2013 that window was nine to ten months. Now, it’s like two months because the economy is so weak. If they let financial conditions tighten further, they risk a major default cycle.\n The negative multiplier effect of a stronger dollar is much higher to the world economy than the Fed anticipates. They can't afford to let the dollar rip higher, because there is so much dollar denominated debt in the world, so much trade tied to the Greenback. If they blow that up, it will just blow back to the US and force the Fed into a policy shift anyway. It’s like with an oil change at the car repair shop: You can pay now or you can pay later. That’s why the Fed has to pay now.\n\nWhy?\n\nThe Fed’s back is against the wall, all points to proactive action on March 17.They must suppress taper fears and cut these risks off, or else they blow up the global economy for the 4th time since 2013. We’re hearing that they’re already getting incoming calls from emerging market central banks right now. If Fed Chairman Jay Powell plays Tough Guy by staying with the current path, without offering further assurances of deeper, more sustainable accommodation, the beast inside the market will keep pushing him until he breaks. We will see a repeat of Q4 2018 and Q1 2019, where the Fed was forced into an utterly embarrassing pivot. One of those is enough for Powell’s legacy, he doesn’t want two.\n\nWhat kind of measures can be expected?\n\nEventually, we will get the taper, but the overwhelming point is other weapons have to come first.A Federal Reserve offering insufficient accommodation places markets in the crosshairs of a risk-off event. The first thing they will try to do is give some hard data points. For example, the US economy has to create 10 million jobs for the Fed to do anything on the balance sheet. Another way they can get out is calendar guidance, but that’s a more sophisticated weaponry. Bottom line, they should just say: «From now until the end of the year QE will continue at $120 billion a month, and we want PCE-inflation to get to between 2 and 2.5% and stay there for 24 months.» With that in place,\n all they have to do is open the door two or three inches for yield curve control, and they can contain the dollar.\n\nThe last time the Federal Reserve used yield curve control was during the time of World War II. Why would it resort to such a radical measure?\n\nHere’s the dirty little secret: Too many Treasury bonds are for sale.There aren’t enough buyers, and that will force the Fed to step in. More than $3.6 trillion of US government paper was issued in 2020 versus $2.9 trillion in the prior year. With the new $1.9 trillion fiscal package coming from Washington, issuance in 2021 is slated to rise to $4 trillion. That’s a lot more than the Fed’s Treasury purchases through QE, so the spread between QE and debt issuance gets much wider. Washington is doing so much fiscal stimulus, I’m confident that this is going to force the Fed into yield curve control by September. If that’s the case, it will pressure the dollar lower and put commodities, value stocks, global cyclicals, materials and emerging markets into rotation overdrive.\n\nHow come?\n\nYield curve control deployment is the tactical nuclear weaponry.If the Fed throws out yield curve control just as a threat, it will suppress Treasury rates and real yields will go much more negative. Over the last couple of months, the issuance has overpowered inflation expectations. Think of it as a car race: Treasury issuances were driving up yields faster than inflation expectations rose. But if the Fed starts to acknowledge that they are going to bring out new weapons like calendar guidance and yield curve control, then they’re suppressing nominal yields. So if inflation expectations continue to rise, then real yields go big negative – and that’s when gold and silver will take off. I think silver can double from here until early next year. Gold could be up 50%.\n\nHow can investors best position themselves in this environment?\n\n In terms of emerging markets, we’re\n long Chile and Brazil.In Asia, South Korea looks attractive. We also like the KWEB ETF which consists of the big Chinese tech stocks. In the commodity space, we have a position in the XME ETF which owns mainly\n copper and steel names.One of the best companies we own is Teck Resources. This stock is almost like a commodity mutual fund, because the company has exposure to copper, nickel and even energy. Another favorite is Mosaic because in a commodity cycle where you have weather problems around the world,\n agricultural plays are a good bet.\n\nWhat about precious metals?\n\nWhen it comes to precious metals, we love silver minerslike Hecla Mining. When the Fed eases its policy, the silver miners will outperform the underlying metal, and they will outperform gold because there is more leverage there.\n\nThe gold price is down more than 15% since its all-time high in August. What’s the problem?\n\nEveryone thinks it’s 2013, so taper fears are sky high for gold. But the Fed cannot repeat its mistakes.They must cap yields if they want to preserve the global economic recovery. Thus, the convexity with gold is very attractive. Every leg lower in real yields will act like a slingshot higher for gold. That’s why we love Newmont. The stock trades at 6x EBITDA with a 4% dividend yield which gives you some downside protection. And remember: The 2011-2016 commodity bust has made the balance sheet of these high quality gold mining companies a lot stronger.\n\nPresident Joe Biden has just signed off on a $1.9 trillion economic program. What are the chances of a second stimulus bill, aimed at infrastructure?\n\n It’s important to note that\n a second fiscal deal for 2021 is not a slam dunk.To pass the present $1.9 trillion stimulus bill, the Democrats used reconciliation. It’s a very special trick in US politics, because with reconciliation you don’t need 60 votes to pass a bill in the Senate. All you need is 50 votes. Yet, reconciliation has to be tied to a budget year. This means the next time the Democrats can use it is probably in the fourth quarter, late November or December, and tie it to the following year's budget. So the only way to do an infrastructure bill in the next six months is with a traditional piece of legislation.\n\nIs that even possible, given how wide the rift between Republicans and Democrats has opened in recent years?\n\n For that you need essentially ten Republicans. Right now, the centrists on the Hill, people like Mitt Romney on the Republican side or Joe Manchin on the Democrat side, are the most powerful people in Washington. They want to do an infrastructure program, but they want to finance it with tax revenue. They don’t believe in things like Modern Monetary Theory where the Fed is financing the deficit.\n So you are going to need a tax hike. And in this regard, we’re hearing they could go after some type of flat tax on the FAANGs, the big technology companies.\n\nWhat does this mean for Apple, Google, Facebook and other tech heavyweights?\n\n Keep in mind, we’re in a populist revolution:\n The risk of inequality leading to social unrest is high, and that puts pressure on politicians to pass bills to tax the rich.But a wealth tax is extremely complicated, it would take years. The simplest way to do something in terms of taxes is to tax larger companies. In the eighties, the top 100 companies in the US maintained about 45 to 50% of total profits. Today, the largest 20 companies command about 85 to 90%. In addition to that, close to 40% of the S&P 500’s market cap is related to tech. So tech is the low hanging fruit for the populists in Congress to go after.\n\nOne more reason why tech stocks remain under pressure?\n\n We run a bunch of models. For example, we look at Berkshire Hathaway’s share price versus the Nasdaq 100 or the Dow Jones Industrial versus the Nasdaq. March 8th was the second time in 2021 that the Nasdaq closed down 2% with the Dow closing higher.\n We haven’t seen this type of data since the dotcom crash. It’s a very rare event which historically coincides with a longer-term rotation out of technology stocks. That’s a very encouraging signal for value stocks.In this regard, we like the EWU ETF. It’s a wonderful basket of stocks because it’s full of financials and world class names like BP, Rio Tinto or Glencore. Officially, it’s called the United Kingdom ETF, but it’s more like a global value ETF.\n\nDoes this mean that the rotation towards cyclical stocks has only just begun?\n\nMany investors around the world are long a portfolio of stocks that was designed for the deflationary environment of the previous decade.The decade ahead of us - with all what’s ahead in terms of fiscal and monetary stimulus, populism, regulation and taxes - will push investors toward more globally value related stocks. That’s where the best returns are going to be.\n\nSo the previously successful «buy the dip» strategy of simply buying more tech stocks after every decline no longer works?\n\nThe potency of dip-buying is in decay mode.Global value is really starting to kick tech in the teeth, and when that happens, it wakes up what's called «real money». Keep in mind: There is fast money, mostly hedge funds which are nimble and make quick moves. In contrast, real money moves slowly. Those types of investors don’t make asset allocation decisions quickly. They base their decisions on committees and all kinds of meetings. As a result, tectonic plates are shifting beneath our feet. We’ve seen tremors after tremors where value is starting to crush growth, and now the earthquake is coming. At Bear Traps, we have a Bloomberg chat with 650 institutional investors, and I can tell just by these conversations, that the real money is starting to move.\n And when the real money moves, that’s when the big quake happens.\n\nWhat kind of dislocations will this cause?\n\nTech will probably be down 30 to 40% sometime between now and the end of October.Today, the market cap of the Nasdaq 100 is close to $12 trillion, but most large-cap tech stocks are unchanged since July last year, while commodity and value-related equities are up 20 to 50%. In the US, if you talk to a hundred high-net-worth families, every one of those families owns Apple, Google, Facebook and Amazon. But look what’s happening: Amazon’s stock is flat since the 4th of July 2020. That's $1.5 trillion of dead money. Last Friday, Amazon failed at the 200-day moving average again.\n This is like Mike Tyson getting defeated by Buster Douglas, one of the greatest upsets in sports history. This psychology is moving through the market, pushing the capital migration process into value and commodity plays.\n\nHowever, investments in commodities are mostly not compliant with the trend towards ESG standards; especially when it comes to CO2 emissions.\n\nThe best ESG trade on the board is nuclear power. The largest uranium company in the US is Cameco with a $7 market cap.Think about that relative to Elon Musk’s net worth! I support the Green New Deal, but this needs time, because solar and wind are still too far away to produce the amount of energy needed around the world, especially in India and China. The only way to meet that demand is through nuclear power. Uranium is coming out of a ten-year bear market, and it’s going into a massive new bull market. All the contracts between power plants and uranium producers are going to be adjusted. That’s why we like the URA ETF which owns companies like Cameco. I see some of these companies as six baggers: 500% upside potential and 30 to 40% downside risk, because uranium is still a risky commodity.\n\nIn our last conversation, you recommended investments in the energy sector. Since then, names such as Chevron, Royal Dutch Shell or Exxon Mobil have advanced 25 to 60%. What do you advise investors to do now?\n\nFor now, we’ve cut our energy book:We’ve sold half of our shares in Chevron, and we’ve sold two thirds of our positions in Exxon Mobil and in the XLE ETF. What happens when you get into the fourth, fifth and sixth innings of a commodity cycle, tertiary sectors like metallurgical coal become more attractive. Sure, met coal, also known as coking coal, is not ESG friendly, but there is no way around it for steel production and hence the construction of skyscrapers, bridges and things like that. So coming into this infrastructure boom all around the world, coal has plenty of upside. That’s why we own names like Arch Resources and Peabody Energy. They’re low-leveraged, and really cheap, once again, on a risk/reward basis.\n\nWhat are the biggest dangers to watch out for in the coming weeks and months?\n\nOne spot to watch are all these forbearance deals in commercial real estate.When we come out of Covid and the vaccines and the stimulus money are juicing through the economy, the market will be forcing the release of the forbearance on a lot of these loans. So if people don’t come back fast enough to the cities, these commercial real estate loans are going to get reset. This would mean some big defaults, and the banks own a lot of these loans. Also, a lot of leveraged loans are really rich. And then, there is potentially a fiscal cliff:\n The sustainability of the $1.9 trillion stimulus package isn’t that great because a lot of it is just transfer payments replacing lost income for people staying at home. That’s why the US needs a second stimulus bill. If we don’t get a second bill, we are going to have a problem in about a year from now.","news_type":1},"isVote":1,"tweetType":1,"viewCount":279,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":367202225,"gmtCreate":1614951476667,"gmtModify":1704777359364,"author":{"id":"3554888919555648","authorId":"3554888919555648","name":"Kennethngg","avatar":"https://static.tigerbbs.com/0862ff69d820327651b83d36c60dab78","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554888919555648","authorIdStr":"3554888919555648"},"themes":[],"htmlText":"To the moon&nbsp;","listText":"To the moon&nbsp;","text":"To the moon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/367202225","repostId":"1162773932","repostType":2,"isVote":1,"tweetType":1,"viewCount":424,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":386847912,"gmtCreate":1613156784836,"gmtModify":1704879087850,"author":{"id":"3554888919555648","authorId":"3554888919555648","name":"Kennethngg","avatar":"https://static.tigerbbs.com/0862ff69d820327651b83d36c60dab78","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554888919555648","authorIdStr":"3554888919555648"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/386847912","repostId":"1179092967","repostType":4,"repost":{"id":"1179092967","pubTimestamp":1613100617,"share":"https://ttm.financial/m/news/1179092967?lang=&edition=fundamental","pubTime":"2021-02-12 11:30","market":"us","language":"en","title":"Not Just Tesla: Why Big Companies are Buying into Crypto-Mania","url":"https://stock-news.laohu8.com/highlight/detail?id=1179092967","media":"barrons","summary":"For months, there has beena consistent trickle of newsabout mainstream businesses getting involved in cryptocurrencies. In the past week, it has turned into a flood, helping to push the price of Bitcoin to a record of $48,297 on Thursday.The most buzzworthy move came from Tesla , which disclosed on Monday that it hasbought $1.5 billion worth of Bitcointo hold on its balance sheet. The company plans to let consumers use the currency to pay for cars.Mastercard  said on Wednesday that it will let m","content":"<p>For months, there has beena consistent trickle of newsabout mainstream businesses getting involved in cryptocurrencies. In the past week, it has turned into a flood, helping to push the price of Bitcoin to a record of $48,297 on Thursday.</p><p>The most buzzworthy move came from Tesla (ticker: TSLA), which disclosed on Monday that it hasbought $1.5 billion worth of Bitcointo hold on its balance sheet. The company plans to let consumers use the currency to pay for cars.</p><p>But Tesla isn’t the only one. On Thursday, BNY Mellon (BK), the oldest bank in the U.S.,said it will hold and transfer cryptocurrencies for customers. “Growing client demand for digital assets, maturity of advanced solutions, and improving regulatory clarity present a tremendous opportunity for us to extend our current service offerings to this emerging field,” said Roman Regelman, the bank’s CEO of asset servicing and head of digital.</p><p>Mastercard (MA) said on Wednesday that it will let merchants accept some cryptocurrencies through its network later this year. The payments will be converted to traditional money before it enters the companies’ systems.Twitter(TWTR) is also considering a Bitcoin investment. And Square (SQ) has already put some on its balance sheet, as well as given users of its Cash App access to buy the cryptocurrency.</p><p>Why is this happening now? Cryptocurrencies are still not particularly useful outside of a very few cases, such as cross-border transactions. Even there, they haven’t fully taken hold.</p><p>There are at least four big reasons corporations are diving in.</p><p>One is that some company founders believe in Bitcoin. Their excitement about the asset has convinced them that their companies need to be involved, or have cryptocurrency investments, even if Bitcoin isn’t really the core of their operations. That appears to be the case for Tesla and its CEO Elon Musk, and for a software company calledMicrostrategyand its CEO, Michael Saylor.</p><p>Microstrategy, whose entire market capitalization was below $1 billion early last year, now owns more than $2 billion of Bitcoin, and its market cap is now just under $10 billion. Saylor told<i>Barron’s</i>&nbsp;in an interview last yearthat he sees Bitcoin as a hedge against monetary debasement and inflation.</p><p>Square CEO Jack Dorsey ‘s fascination with Bitcoin also likely sped Square’s adoption. He has spoken about his interest in the currency for years.</p><p>Tesla’s purchase of Bitcoin is strong marketing for the company and the currency, said Dan Morehead, founder of the crypto hedge fund Pantera Capital. But it won’t likely change the way Bitcoin is used. “Tesla sells a half a million cars a year,” he said. “If they sold 4% in Bitcoin, I’d be surprised.” Morehead thinks Bitoin’s growing use for cross-border payments is much more exciting from a practical perspective.</p><p>Other companies are getting into Bitcoin because of customer demand. That appears to be the case for BNY Mellon, which is not known for making risky bets on new technologies. It could stay out of the industry altogether, but more institutional investors are buying Bitcoin and need somewhere to put it.</p><p>And the infrastructure around Bitcoin has grown, so that it now more closely resembles the systems used in the rest of the world of finance.. Big companies now insure cryptocurrencies or—as in the case ofJPMorgan Chase(JPM)—offer services to cryptocurrency businesses, even if most still don’t hold Bitcoin on their own balance sheets.</p><p>A third reason is increasing government acceptance of the trend. BNY cited greater regulatory clarity around Bitcoin as one reason it is diving in. The U.S. government has taken a mostly laissez-faire approach to regulating digital assets even as many of the illegal activities that cryptocurrency has been associated with in the past have continued. Without at least the tacit approval of regulators, crypto couldn’t have landed on the balance sheets of so many companies.</p><p>A fourth reason cryptocurrencies are gaining hold in corporate boardrooms is that they serve multiple purposes. That gives corporations several different rationales to hold the coins, or offer related services. Cryptocurrencies have the potential to go well beyond Bitcoin’s initial premise as a way to send money without financial intermediaries. So-called stablecoins, whose value is meant to track fiat currencies, could allow for faster transactions for some kinds of financial services, for instance.</p><p>Visa(V) andMasterCardseem like the last places in the world that Bitcoin would take hold given that Bitcoin was created to eliminate the middlemen in finance. Few companies fill the role of middleman as perfectly as the credit-card processors. Visa, however, thinks that cryptocurrencies are useful for many other purposes, and its trusted brand makes it an important player, according to Cuy Sheffield, head of crypto at the company.</p><p>“We’ve seen growing demand from clients across the world that want to be able to plug in and use these networks, but they want a global, neutral, trusted brand, to help them be able to do that,” Sheffield said in an interview. Visa said last week it has created software that allows bank customers to buy and hold cryptocurrencies through lenders’ websites.</p><p>Will old-line financial companies be the biggest beneficiaries of the crypto “revolution”? Michael Venuto, the chief investment officer of Toroso Investments, doesn’t think it will be easy for them to dominate this new world. Toroso created theAmplify Transformational Data SharingETF (ticker: BLOK), which invests in public companies involved in the technology behind Bitcoin.</p><p>“In terms of the self-referenced paradox of the old economy accepting the blockchain, it is simply inevitable,” Venuto wrote in an email to<i>Barron’s</i>. “If they don’t explore the blockchain they will be extinct. They understand that, but they are not aware of how big the changes will be or how fast they will happen. They have to evolve, but evolution can be messy.”</p>","source":"lsy1601382232898","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>Not Just Tesla: Why Big Companies are Buying into Crypto-Mania</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\">\nNot Just Tesla: Why Big Companies are Buying into Crypto-Mania\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-12 11:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/not-just-tesla-why-big-companies-are-buying-into-crypto-mania-51613069805?mod=hp_LEADSUPP_1><strong>barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>For months, there has beena consistent trickle of newsabout mainstream businesses getting involved in cryptocurrencies. In the past week, it has turned into a flood, helping to push the price of ...</p>\n\n<a href=\"https://www.barrons.com/articles/not-just-tesla-why-big-companies-are-buying-into-crypto-mania-51613069805?mod=hp_LEADSUPP_1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/414360f2ef7b5c785cb936b4a9b53a44","relate_stocks":{"GBTC":"Grayscale Bitcoin Trust","TSLA":"特斯拉"},"source_url":"https://www.barrons.com/articles/not-just-tesla-why-big-companies-are-buying-into-crypto-mania-51613069805?mod=hp_LEADSUPP_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179092967","content_text":"For months, there has beena consistent trickle of newsabout mainstream businesses getting involved in cryptocurrencies. In the past week, it has turned into a flood, helping to push the price of Bitcoin to a record of $48,297 on Thursday.The most buzzworthy move came from Tesla (ticker: TSLA), which disclosed on Monday that it hasbought $1.5 billion worth of Bitcointo hold on its balance sheet. The company plans to let consumers use the currency to pay for cars.But Tesla isn’t the only one. On Thursday, BNY Mellon (BK), the oldest bank in the U.S.,said it will hold and transfer cryptocurrencies for customers. “Growing client demand for digital assets, maturity of advanced solutions, and improving regulatory clarity present a tremendous opportunity for us to extend our current service offerings to this emerging field,” said Roman Regelman, the bank’s CEO of asset servicing and head of digital.Mastercard (MA) said on Wednesday that it will let merchants accept some cryptocurrencies through its network later this year. The payments will be converted to traditional money before it enters the companies’ systems.Twitter(TWTR) is also considering a Bitcoin investment. And Square (SQ) has already put some on its balance sheet, as well as given users of its Cash App access to buy the cryptocurrency.Why is this happening now? Cryptocurrencies are still not particularly useful outside of a very few cases, such as cross-border transactions. Even there, they haven’t fully taken hold.There are at least four big reasons corporations are diving in.One is that some company founders believe in Bitcoin. Their excitement about the asset has convinced them that their companies need to be involved, or have cryptocurrency investments, even if Bitcoin isn’t really the core of their operations. That appears to be the case for Tesla and its CEO Elon Musk, and for a software company calledMicrostrategyand its CEO, Michael Saylor.Microstrategy, whose entire market capitalization was below $1 billion early last year, now owns more than $2 billion of Bitcoin, and its market cap is now just under $10 billion. Saylor toldBarron’s in an interview last yearthat he sees Bitcoin as a hedge against monetary debasement and inflation.Square CEO Jack Dorsey ‘s fascination with Bitcoin also likely sped Square’s adoption. He has spoken about his interest in the currency for years.Tesla’s purchase of Bitcoin is strong marketing for the company and the currency, said Dan Morehead, founder of the crypto hedge fund Pantera Capital. But it won’t likely change the way Bitcoin is used. “Tesla sells a half a million cars a year,” he said. “If they sold 4% in Bitcoin, I’d be surprised.” Morehead thinks Bitoin’s growing use for cross-border payments is much more exciting from a practical perspective.Other companies are getting into Bitcoin because of customer demand. That appears to be the case for BNY Mellon, which is not known for making risky bets on new technologies. It could stay out of the industry altogether, but more institutional investors are buying Bitcoin and need somewhere to put it.And the infrastructure around Bitcoin has grown, so that it now more closely resembles the systems used in the rest of the world of finance.. Big companies now insure cryptocurrencies or—as in the case ofJPMorgan Chase(JPM)—offer services to cryptocurrency businesses, even if most still don’t hold Bitcoin on their own balance sheets.A third reason is increasing government acceptance of the trend. BNY cited greater regulatory clarity around Bitcoin as one reason it is diving in. The U.S. government has taken a mostly laissez-faire approach to regulating digital assets even as many of the illegal activities that cryptocurrency has been associated with in the past have continued. Without at least the tacit approval of regulators, crypto couldn’t have landed on the balance sheets of so many companies.A fourth reason cryptocurrencies are gaining hold in corporate boardrooms is that they serve multiple purposes. That gives corporations several different rationales to hold the coins, or offer related services. Cryptocurrencies have the potential to go well beyond Bitcoin’s initial premise as a way to send money without financial intermediaries. So-called stablecoins, whose value is meant to track fiat currencies, could allow for faster transactions for some kinds of financial services, for instance.Visa(V) andMasterCardseem like the last places in the world that Bitcoin would take hold given that Bitcoin was created to eliminate the middlemen in finance. Few companies fill the role of middleman as perfectly as the credit-card processors. Visa, however, thinks that cryptocurrencies are useful for many other purposes, and its trusted brand makes it an important player, according to Cuy Sheffield, head of crypto at the company.“We’ve seen growing demand from clients across the world that want to be able to plug in and use these networks, but they want a global, neutral, trusted brand, to help them be able to do that,” Sheffield said in an interview. Visa said last week it has created software that allows bank customers to buy and hold cryptocurrencies through lenders’ websites.Will old-line financial companies be the biggest beneficiaries of the crypto “revolution”? Michael Venuto, the chief investment officer of Toroso Investments, doesn’t think it will be easy for them to dominate this new world. Toroso created theAmplify Transformational Data SharingETF (ticker: BLOK), which invests in public companies involved in the technology behind Bitcoin.“In terms of the self-referenced paradox of the old economy accepting the blockchain, it is simply inevitable,” Venuto wrote in an email toBarron’s. “If they don’t explore the blockchain they will be extinct. They understand that, but they are not aware of how big the changes will be or how fast they will happen. They have to evolve, but evolution can be messy.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":292,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":314598530,"gmtCreate":1612361112320,"gmtModify":1704870176062,"author":{"id":"3554888919555648","authorId":"3554888919555648","name":"Kennethngg","avatar":"https://static.tigerbbs.com/0862ff69d820327651b83d36c60dab78","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554888919555648","authorIdStr":"3554888919555648"},"themes":[],"htmlText":"Amazing","listText":"Amazing","text":"Amazing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/314598530","repostId":"1190569667","repostType":4,"repost":{"id":"1190569667","pubTimestamp":1612349733,"share":"https://ttm.financial/m/news/1190569667?lang=&edition=fundamental","pubTime":"2021-02-03 18:55","market":"us","language":"en","title":"GameStop climbs 12% in volatile premarket trade as Reddit traders dig in","url":"https://stock-news.laohu8.com/highlight/detail?id=1190569667","media":"cnbc","summary":"KEY POINTS\n\nShares of the bricks-and-mortar video game retailer surged 1,625% in January and 400% ju","content":"<div>\n<p>KEY POINTS\n\nShares of the bricks-and-mortar video game retailer surged 1,625% in January and 400% just last week, as traders led by Reddit thread WallStreetBets piled into the stock.\nBut the momentum ...</p>\n\n<a href=\"https://www.cnbc.com/2021/02/03/gamestop-climbs-11percent-in-volatile-premarket-trade-as-reddit-traders-dig-in.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>GameStop climbs 12% in volatile premarket trade as Reddit traders dig in</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\">\nGameStop climbs 12% in volatile premarket trade as Reddit traders dig in\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-03 18:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/02/03/gamestop-climbs-11percent-in-volatile-premarket-trade-as-reddit-traders-dig-in.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTS\n\nShares of the bricks-and-mortar video game retailer surged 1,625% in January and 400% just last week, as traders led by Reddit thread WallStreetBets piled into the stock.\nBut the momentum ...</p>\n\n<a href=\"https://www.cnbc.com/2021/02/03/gamestop-climbs-11percent-in-volatile-premarket-trade-as-reddit-traders-dig-in.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a6f99468960c8d559870f82a67747dd7","relate_stocks":{"GME":"游戏驿站"},"source_url":"https://www.cnbc.com/2021/02/03/gamestop-climbs-11percent-in-volatile-premarket-trade-as-reddit-traders-dig-in.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1190569667","content_text":"KEY POINTS\n\nShares of the bricks-and-mortar video game retailer surged 1,625% in January and 400% just last week, as traders led by Reddit thread WallStreetBets piled into the stock.\nBut the momentum had waned earlier this week.\nGamestop stock dropped 60% on Tuesday and it has lost more than 70% of its value since Friday.\n\nGameStopshares gained 12% in premarket trade on Wednesday as the short squeeze fueled by retail traders on Reddit looks to revive itself following a steep decline.\nThe stock had been down by more than 11% earlier on Wednesday morning but swung into the black shortly after 5 a.m. ET.\nShares of the bricks-and-mortar video game retailer surged 1,625% in January and 400% just last week, as traders led by Reddit thread WallStreetBets piled into the stock.\nBut the momentum had waned earlier this week. Gamestop stock dropped 60% on Tuesday and ithas lost more than 70% of its value since Friday.\nAMC Entertainment, another heavily shorted stock that was also targeted by Reddit traders, was up by around 4% in premarket trade.\nRobinhood and other retail trading appscontinue to limit some buying of a collection of stocks pursued by the Reddit thread. Many Wall Street hedge funds began short-covering toward the end of last week after taking significant losses in the squeeze.\nShort selling is a strategy in which investors borrow shares of a stock at a certain price on expectations that the market value will fall below that level when it’s time to pay for the borrowed shares. Buying back borrowed shares to close out a short position, whether for a profit or loss, is known as short-covering.","news_type":1},"isVote":1,"tweetType":1,"viewCount":319,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":195124033,"gmtCreate":1621264039722,"gmtModify":1704354896598,"author":{"id":"3554888919555648","authorId":"3554888919555648","name":"Kennethngg","avatar":"https://static.tigerbbs.com/0862ff69d820327651b83d36c60dab78","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554888919555648","authorIdStr":"3554888919555648"},"themes":[],"htmlText":"Coolllll","listText":"Coolllll","text":"Coolllll","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/195124033","repostId":"2135984810","repostType":4,"repost":{"id":"2135984810","pubTimestamp":1621206955,"share":"https://ttm.financial/m/news/2135984810?lang=&edition=fundamental","pubTime":"2021-05-17 07:15","market":"us","language":"en","title":"Earnings to Watch This Week: Home Depot, Walmart, Target and Deere in Focus","url":"https://stock-news.laohu8.com/highlight/detail?id=2135984810","media":"FX Empire","summary":"HOME DEPOT: The largest home improvement retailer in the United States is expected to report its first-quarter earnings of $3.06 per share, which represents year-over-year growth of about 47% from $2.08 per share seen in the same period a year ago.The home improvement retailer would post revenue growth of 21% to $34.2 billion. In the last four quarters, on average, Home Depot has beaten earnings estimates about 2%.The Atlanta, Georgia-based company’s shares rose over 20% so far this year. Home D","content":"<ul><li>Monday (May 17)</li><li>Tuesday (May 18)</li><li>Wednesday (May 19)</li><li>Thursday (May 20)</li><li>Friday (May 21)</li></ul><p><img src=\"https://static.tigerbbs.com/a1dc301411304347b3baff938af25111\" tg-width=\"1484\" tg-height=\"876\" referrerpolicy=\"no-referrer\"></p><p>Earnings Calendar For The Week Of May 17</p><h2>Monday (May 17)</h2><table width=\"406\"><tbody><tr><td width=\"64\"><b>Ticker</b></td><td width=\"238\"><b>Company</b></td><td width=\"104\"><b>EPS Forecast</b></td></tr><tr><td width=\"64\"><u>DM</u></td><td width=\"238\">Dominion Midstream Partners</td><td width=\"104\">-$0.10</td></tr><tr><td width=\"64\"><u>RYAAY</u></td><td width=\"238\">Ryanair</td><td width=\"104\">-$2.04</td></tr></tbody></table><h2>Tuesday (May 18)</h2><p><b>IN THE SPOTLIGHT: HOME DEPOT, WALMART</b></p><p><b>HOME DEPOT</b>: The largest home improvement retailer in the United States is expected to report its first-quarter earnings of $3.06 per share, which represents year-over-year growth of about 47% from $2.08 per share seen in the same period a year ago.</p><p>The home improvement retailer would post revenue growth of 21% to $34.2 billion. In the last four quarters, on average, Home Depot has beaten earnings estimates about 2%.</p><p>The Atlanta, Georgia-based company’s shares rose over 20% so far this year. Home Depot’s better-than-expected results, which will be announced on Tuesday, could help the stock hit new all-time highs. But the stock’s performance could hinge on margins.</p><p>“We expect a 25% to 30% Q1’21 comp as top-line strength likely continued through the quarter. We model gross margin down 40 bps. For context, in Q4 lumber inflation pulled gross margin down ~30 bps and likely worsened sequentially. On SG&amp;A, assuming the per sq ft 2-year stack holds from Q4 (+24%), SG&amp;A should lever 360 to 400 bps,” noted Simeon Gutman, equity analyst at <a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a>.</p><p>“In our model, this combination produces EPS of $3.55 to $3.85 vs consensus at $2.95. While a ’21 guide was not provided, if the ’20 top-line exit rate held through ’21, HD would expect a flat to slightly positive comp and an EBIT margin of at least 14%.”</p><p><b>WALMART</b>: The Bentonville, Arkansas-based retailer is expected to report its first-quarter earnings of $1.21 per share, which represents year-over-year growth of about 47% from $1.18 per share seen in the same period a year ago.</p><p>However, the multinational retail corporation that operates a chain of hypermarkets’ revenue would decline about 2% to $131.8 billion. In the last four quarters, on average, the retail giant has beaten earnings estimates about 9%.</p><p>“We raise 1Q22 EPS estimate to $1.23 from $1.22, on stronger Walmart U.S. comps, more modest SG&amp;A deleverage, offsetting lower International segment revenues on divestitures, and remain above Street’s $1.21. We raise our Walmart U.S. comps to +0.5%, ahead of Street’s +0.3%, and our updated estimates now imply 2-year stack growth of +10.5% Y/Y, in-line with 4Q21,” noted Oliver Chen, equity analyst at Cowen.</p><p>“We expect a tailwind from stimulus, and improved apparel and other general merchandise categories, offset by grocery and other essential categories normalizing. Recall in 1Q21 Grocery improved +LDD, Health &amp; Wellness +HSD, and General Merchandise +MSD.”</p><table width=\"425\"><tbody><tr><td width=\"64\"><b>Ticker</b></td><td width=\"238\"><b>Company</b></td><td width=\"123\"><b>EPS Forecast</b></td></tr><tr><td width=\"64\"><u>HD</u></td><td width=\"238\">Home Depot</td><td width=\"123\">$3.06</td></tr><tr><td width=\"64\"><u>WMT</u></td><td width=\"238\">Walmart</td><td width=\"123\">$1.21</td></tr><tr><td width=\"64\"><u>SE</u></td><td width=\"238\">Spectra Energy</td><td width=\"123\">-$0.45</td></tr><tr><td width=\"64\"><u>NTES</u></td><td width=\"238\">NetEase</td><td width=\"123\">$6.35</td></tr><tr><td width=\"64\"><u>BZUN</u></td><td width=\"238\">Buzzi Unicem RSP</td><td width=\"123\">$0.60</td></tr><tr><td width=\"64\"><u>M</u></td><td width=\"238\">Macy’s</td><td width=\"123\">-$0.39</td></tr><tr><td width=\"64\"><u>DQ</u></td><td width=\"238\">Daqo New Energy</td><td width=\"123\">$1.18</td></tr><tr><td width=\"64\"><u>BIDU</u></td><td width=\"238\">Baidu</td><td width=\"123\">$10.63</td></tr><tr><td width=\"64\"><u>KC</u></td><td width=\"238\">Kutcho Copper</td><td width=\"123\">-$0.16</td></tr><tr><td width=\"64\"><u>STE</u></td><td width=\"238\">Steris</td><td width=\"123\">$1.79</td></tr><tr><td width=\"64\"><u>TTWO</u></td><td width=\"238\">Take <a href=\"https://laohu8.com/S/TWOA.U\">Two</a> Interactive Software</td><td width=\"123\">$0.68</td></tr><tr><td width=\"64\"><u>TCOM</u></td><td width=\"238\">Trip.com Group Ltd</td><td width=\"123\">-$2.05</td></tr><tr><td width=\"64\"><u>JHX</u></td><td width=\"238\">James Hardie Industries</td><td width=\"123\">$0.29</td></tr><tr><td width=\"64\"><u>TTM</u></td><td width=\"238\">Tata Motors</td><td width=\"123\">$0.47</td></tr><tr><td width=\"64\"><u>MBT</u></td><td width=\"238\">Mobile TeleSystems OJSC</td><td width=\"123\">$19.37</td></tr><tr><td width=\"64\"><u>AAP</u></td><td width=\"238\">Advance Auto Parts</td><td width=\"123\">$3.08</td></tr><tr><td width=\"64\"><u>DY</u></td><td width=\"238\">Dycom Industries</td><td width=\"123\">$0.13</td></tr><tr><td width=\"64\"><u>ASND</u></td><td width=\"238\">Ascendant Resources</td><td width=\"123\">-$2.06</td></tr></tbody></table><h2>Wednesday (May 19)</h2><p><b>IN THE SPOTLIGHT: TARGET CORP</b></p><p>Target, <a href=\"https://laohu8.com/S/AONE\">one</a> of the largest North American retailers offering customers both everyday essentials and fashionables, is expected to report its first-quarter earnings of $2.16 per share, which represents year-over-year growth of over 266% from $0.59 per share seen in the same period a year ago.</p><p>In the last four consecutive quarters, on average, the company has delivered an earnings surprise of over 60%. The Minneapolis, Minnesota-based company would post year-over-year revenue growth of over 9% to $21.51 billion.</p><p>Target’s better-than-expected results, which will be announced on May 19, would help the stock hit new all-time highs. Target shares rose over 19% so far this year.</p><p>“We raise 1Q21 EPS to $2.18E, ahead of Street’s $2.10 as we raise our comps estimate to+11.5%, and tweak margin assumptions. We now model comps +11.5%, yielding 2-year stack growth of +22.3%, accelerating sequentially by +30bps,” noted Oliver Chen, equity analyst at Cowen.</p><p>“We are ahead of Street’s+8.2% consensus estimate, and think our estimates could ultimately prove conservative as Target’s (TGT) category portfolio should see the retailer benefit from the stimulus, improving trends in apparel and other re-opening categories, along with continued strength in-home, which will more than offset normalizing food, essentials, and other category comps.”</p><table width=\"453\"><tbody><tr><td width=\"64\"><b>Ticker</b></td><td width=\"285\"><b>Company</b></td><td width=\"104\"><b>EPS Forecast</b></td></tr><tr><td width=\"64\"><u>VIPS</u></td><td width=\"285\">Vipshop</td><td width=\"104\">$2.19</td></tr><tr><td width=\"64\"><u>JD</u></td><td width=\"285\">JD.com</td><td width=\"104\">$2.29</td></tr><tr><td width=\"64\"><u>LOW</u></td><td width=\"285\">Lowe’s Companies</td><td width=\"104\">$2.59</td></tr><tr><td width=\"64\"><u>CAE</u></td><td width=\"285\">Cae USA</td><td width=\"104\">$0.16</td></tr><tr><td width=\"64\"><u>ADI</u></td><td width=\"285\">Analog Devices</td><td width=\"104\">$1.45</td></tr><tr><td width=\"64\"><u>TGT</u></td><td width=\"285\">Target</td><td width=\"104\">$2.16</td></tr><tr><td width=\"64\"><u>TJX</u></td><td width=\"285\">TJX Companies</td><td width=\"104\">$0.30</td></tr><tr><td width=\"64\"><u>EXP</u></td><td width=\"285\">Eagle Materials</td><td width=\"104\">$1.23</td></tr><tr><td width=\"64\"><u>RXN</u></td><td width=\"285\"><a href=\"https://laohu8.com/S/RXN\">Rexnord</a></td><td width=\"104\">$0.45</td></tr><tr><td width=\"64\"><u>KEYS</u></td><td width=\"285\">Keysight Technologies</td><td width=\"104\">$1.33</td></tr><tr><td width=\"64\"><u>CSCO</u></td><td width=\"285\">Cisco Systems</td><td width=\"104\">$0.82</td></tr><tr><td width=\"64\"><u>LB</u></td><td width=\"285\">L Brands</td><td width=\"104\">$1.15</td></tr><tr><td width=\"64\"><u>SNPS</u></td><td width=\"285\">Synopsys</td><td width=\"104\">$1.53</td></tr><tr><td width=\"64\"><u>SQM</u></td><td width=\"285\">Sociedad Quimica Y Minera De Chile</td><td width=\"104\">$0.25</td></tr><tr><td width=\"64\"><u>YY</u></td><td width=\"285\">YY</td><td width=\"104\">-$0.39</td></tr><tr><td width=\"64\"><u>CPRT</u></td><td width=\"285\">Copart</td><td width=\"104\">$0.80</td></tr><tr><td width=\"64\"><u>OMVJF</u></td><td width=\"285\">OMV</td><td width=\"104\">$0.97</td></tr></tbody></table><h2>Thursday (May 20)</h2><table width=\"444\"><tbody><tr><td width=\"64\"><b>Ticker</b></td><td width=\"238\"><b>Company</b></td><td width=\"142\"><b>EPS Forecast</b></td></tr><tr><td width=\"64\"><u>MNRO</u></td><td width=\"238\"><a href=\"https://laohu8.com/S/MNRO\">Monro Muffler Brake</a></td><td width=\"142\">$0.29</td></tr><tr><td width=\"64\"><u>KSS</u></td><td width=\"238\">Kohl’s</td><td width=\"142\">$0.06</td></tr><tr><td width=\"64\"><u>BRC</u></td><td width=\"238\">Brady</td><td width=\"142\">$0.65</td></tr><tr><td width=\"64\"><u>RL</u></td><td width=\"238\">Ralph Lauren</td><td width=\"142\">-$0.75</td></tr><tr><td width=\"64\"><u>HRL</u></td><td width=\"238\">Hormel Foods</td><td width=\"142\">$0.41</td></tr><tr><td width=\"64\"><u>BJ</u></td><td width=\"238\">BJs Wholesale Club Holdings Inc</td><td width=\"142\">$0.56</td></tr><tr><td width=\"64\"><u>PANW</u></td><td width=\"238\"><a href=\"https://laohu8.com/S/PANW\">Palo Alto Networks</a></td><td width=\"142\">$1.28</td></tr><tr><td width=\"64\"><u>ROST</u></td><td width=\"238\">Ross Stores</td><td width=\"142\">$0.88</td></tr><tr><td width=\"64\"><u>FLO</u></td><td width=\"238\">Flowers Foods</td><td width=\"142\">$0.40</td></tr><tr><td width=\"64\"><u>AMAT</u></td><td width=\"238\">Applied Materials</td><td width=\"142\">$1.51</td></tr><tr><td width=\"64\"><u>DECK</u></td><td width=\"238\">Deckers Outdoor</td><td width=\"142\">$0.67</td></tr><tr><td width=\"64\"><u>TCEHY</u></td><td width=\"238\">Tencent</td><td width=\"142\">$0.54</td></tr><tr><td width=\"64\"><u>TBLMY</u></td><td width=\"238\">Tiger Brands Ltd PK</td><td width=\"142\">$0.34</td></tr></tbody></table><h2>Friday (May 21)</h2><p><b>IN THE SPOTLIGHT: DEERE &amp; COMPANY</b></p><p>Deere &amp; Company, the world’s largest maker of farm equipment, is expected to report its fiscal second-quarter earnings of $4.49 per share, which represents year-over-year growth of over 112% from $2.11 per share seen in the same period a year ago.</p><p>In the last four consecutive quarters, on average, the agricultural, construction, and forestry equipment manufacturer has delivered an earnings surprise of over 60%. The Moline, Illinois-based company would post year-over-year revenue growth of over 28% to $10.5 billion.</p><p>Deere’s better-than-expected results, which will be announced on Friday, would help the stock hit new all-time highs. Deere shares rose over 42% so far this year.</p><p>“Deere &amp; Company (DE) is <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the highest quality, most defensive names within the broader Machinery universe, given an historically lower cyclicality of Ag Equipment and history of strong management execution. FY21 should mark a tangible acceleration in the NA large ag replacement cycle, as commodity tailwinds are complemented by moderating trade headwinds and improving farmer sentiment,” noted Courtney Yakavonis, equity analyst at Morgan Stanley.</p><p>“With mgmt continuing to execute against its 15% mid-cycle operating margin target, we see continued momentum in DE’s margin improvement narrative – representing one of the most attractive idiosyncratic margin improvement narratives in the broader Machinery group.”</p><table width=\"368\"><tbody><tr><td width=\"64\"><b>Ticker</b></td><td width=\"191\"><b>Company</b></td><td width=\"113\"><b>EPS Forecast</b></td></tr><tr><td width=\"64\"><u>ROLL</u></td><td width=\"191\">Rbc Bearings</td><td width=\"113\">$1.05</td></tr><tr><td width=\"64\"><u>DE</u></td><td width=\"191\">Deere &amp; Company</td><td width=\"113\">$4.49</td></tr><tr><td width=\"64\"><u>BKE</u></td><td width=\"191\">Buckle</td><td width=\"113\">$0.29</td></tr><tr><td width=\"64\"><u>BAH</u></td><td width=\"191\">Booz Allen Hamilton</td><td width=\"113\">$0.84</td></tr><tr><td width=\"64\"><u>VFC</u></td><td width=\"191\">VF</td><td width=\"113\">$0.28</td></tr><tr><td width=\"64\"><u>FL</u></td><td width=\"191\">Foot Locker</td><td width=\"113\">$1.06</td></tr></tbody></table>","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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\">\nEarnings to Watch This Week: Home Depot, Walmart, Target and Deere in Focus\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-17 07:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/earnings-watch-next-week-home-072955887.html><strong>FX Empire</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Monday (May 17)Tuesday (May 18)Wednesday (May 19)Thursday (May 20)Friday (May 21)Earnings Calendar For The Week Of May 17Monday (May 17)TickerCompanyEPS ForecastDMDominion Midstream Partners-$0.10...</p>\n\n<a href=\"https://finance.yahoo.com/news/earnings-watch-next-week-home-072955887.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"HBCP":"Home合众银行","HD":"家得宝","TGT":"塔吉特","DE":"迪尔股份有限公司","WMT":"沃尔玛"},"source_url":"https://finance.yahoo.com/news/earnings-watch-next-week-home-072955887.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2135984810","content_text":"Monday (May 17)Tuesday (May 18)Wednesday (May 19)Thursday (May 20)Friday (May 21)Earnings Calendar For The Week Of May 17Monday (May 17)TickerCompanyEPS ForecastDMDominion Midstream Partners-$0.10RYAAYRyanair-$2.04Tuesday (May 18)IN THE SPOTLIGHT: HOME DEPOT, WALMARTHOME DEPOT: The largest home improvement retailer in the United States is expected to report its first-quarter earnings of $3.06 per share, which represents year-over-year growth of about 47% from $2.08 per share seen in the same period a year ago.The home improvement retailer would post revenue growth of 21% to $34.2 billion. In the last four quarters, on average, Home Depot has beaten earnings estimates about 2%.The Atlanta, Georgia-based company’s shares rose over 20% so far this year. Home Depot’s better-than-expected results, which will be announced on Tuesday, could help the stock hit new all-time highs. But the stock’s performance could hinge on margins.“We expect a 25% to 30% Q1’21 comp as top-line strength likely continued through the quarter. We model gross margin down 40 bps. For context, in Q4 lumber inflation pulled gross margin down ~30 bps and likely worsened sequentially. On SG&A, assuming the per sq ft 2-year stack holds from Q4 (+24%), SG&A should lever 360 to 400 bps,” noted Simeon Gutman, equity analyst at Morgan Stanley.“In our model, this combination produces EPS of $3.55 to $3.85 vs consensus at $2.95. While a ’21 guide was not provided, if the ’20 top-line exit rate held through ’21, HD would expect a flat to slightly positive comp and an EBIT margin of at least 14%.”WALMART: The Bentonville, Arkansas-based retailer is expected to report its first-quarter earnings of $1.21 per share, which represents year-over-year growth of about 47% from $1.18 per share seen in the same period a year ago.However, the multinational retail corporation that operates a chain of hypermarkets’ revenue would decline about 2% to $131.8 billion. In the last four quarters, on average, the retail giant has beaten earnings estimates about 9%.“We raise 1Q22 EPS estimate to $1.23 from $1.22, on stronger Walmart U.S. comps, more modest SG&A deleverage, offsetting lower International segment revenues on divestitures, and remain above Street’s $1.21. We raise our Walmart U.S. comps to +0.5%, ahead of Street’s +0.3%, and our updated estimates now imply 2-year stack growth of +10.5% Y/Y, in-line with 4Q21,” noted Oliver Chen, equity analyst at Cowen.“We expect a tailwind from stimulus, and improved apparel and other general merchandise categories, offset by grocery and other essential categories normalizing. Recall in 1Q21 Grocery improved +LDD, Health & Wellness +HSD, and General Merchandise +MSD.”TickerCompanyEPS ForecastHDHome Depot$3.06WMTWalmart$1.21SESpectra Energy-$0.45NTESNetEase$6.35BZUNBuzzi Unicem RSP$0.60MMacy’s-$0.39DQDaqo New Energy$1.18BIDUBaidu$10.63KCKutcho Copper-$0.16STESteris$1.79TTWOTake Two Interactive Software$0.68TCOMTrip.com Group Ltd-$2.05JHXJames Hardie Industries$0.29TTMTata Motors$0.47MBTMobile TeleSystems OJSC$19.37AAPAdvance Auto Parts$3.08DYDycom Industries$0.13ASNDAscendant Resources-$2.06Wednesday (May 19)IN THE SPOTLIGHT: TARGET CORPTarget, one of the largest North American retailers offering customers both everyday essentials and fashionables, is expected to report its first-quarter earnings of $2.16 per share, which represents year-over-year growth of over 266% from $0.59 per share seen in the same period a year ago.In the last four consecutive quarters, on average, the company has delivered an earnings surprise of over 60%. The Minneapolis, Minnesota-based company would post year-over-year revenue growth of over 9% to $21.51 billion.Target’s better-than-expected results, which will be announced on May 19, would help the stock hit new all-time highs. Target shares rose over 19% so far this year.“We raise 1Q21 EPS to $2.18E, ahead of Street’s $2.10 as we raise our comps estimate to+11.5%, and tweak margin assumptions. We now model comps +11.5%, yielding 2-year stack growth of +22.3%, accelerating sequentially by +30bps,” noted Oliver Chen, equity analyst at Cowen.“We are ahead of Street’s+8.2% consensus estimate, and think our estimates could ultimately prove conservative as Target’s (TGT) category portfolio should see the retailer benefit from the stimulus, improving trends in apparel and other re-opening categories, along with continued strength in-home, which will more than offset normalizing food, essentials, and other category comps.”TickerCompanyEPS ForecastVIPSVipshop$2.19JDJD.com$2.29LOWLowe’s Companies$2.59CAECae USA$0.16ADIAnalog Devices$1.45TGTTarget$2.16TJXTJX Companies$0.30EXPEagle Materials$1.23RXNRexnord$0.45KEYSKeysight Technologies$1.33CSCOCisco Systems$0.82LBL Brands$1.15SNPSSynopsys$1.53SQMSociedad Quimica Y Minera De Chile$0.25YYYY-$0.39CPRTCopart$0.80OMVJFOMV$0.97Thursday (May 20)TickerCompanyEPS ForecastMNROMonro Muffler Brake$0.29KSSKohl’s$0.06BRCBrady$0.65RLRalph Lauren-$0.75HRLHormel Foods$0.41BJBJs Wholesale Club Holdings Inc$0.56PANWPalo Alto Networks$1.28ROSTRoss Stores$0.88FLOFlowers Foods$0.40AMATApplied Materials$1.51DECKDeckers Outdoor$0.67TCEHYTencent$0.54TBLMYTiger Brands Ltd PK$0.34Friday (May 21)IN THE SPOTLIGHT: DEERE & COMPANYDeere & Company, the world’s largest maker of farm equipment, is expected to report its fiscal second-quarter earnings of $4.49 per share, which represents year-over-year growth of over 112% from $2.11 per share seen in the same period a year ago.In the last four consecutive quarters, on average, the agricultural, construction, and forestry equipment manufacturer has delivered an earnings surprise of over 60%. The Moline, Illinois-based company would post year-over-year revenue growth of over 28% to $10.5 billion.Deere’s better-than-expected results, which will be announced on Friday, would help the stock hit new all-time highs. Deere shares rose over 42% so far this year.“Deere & Company (DE) is one of the highest quality, most defensive names within the broader Machinery universe, given an historically lower cyclicality of Ag Equipment and history of strong management execution. FY21 should mark a tangible acceleration in the NA large ag replacement cycle, as commodity tailwinds are complemented by moderating trade headwinds and improving farmer sentiment,” noted Courtney Yakavonis, equity analyst at Morgan Stanley.“With mgmt continuing to execute against its 15% mid-cycle operating margin target, we see continued momentum in DE’s margin improvement narrative – representing one of the most attractive idiosyncratic margin improvement narratives in the broader Machinery group.”TickerCompanyEPS ForecastROLLRbc Bearings$1.05DEDeere & Company$4.49BKEBuckle$0.29BAHBooz Allen Hamilton$0.84VFCVF$0.28FLFoot Locker$1.06","news_type":1},"isVote":1,"tweetType":1,"viewCount":396,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":367202225,"gmtCreate":1614951476667,"gmtModify":1704777359364,"author":{"id":"3554888919555648","authorId":"3554888919555648","name":"Kennethngg","avatar":"https://static.tigerbbs.com/0862ff69d820327651b83d36c60dab78","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554888919555648","authorIdStr":"3554888919555648"},"themes":[],"htmlText":"To the moon&nbsp;","listText":"To the moon&nbsp;","text":"To the moon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/367202225","repostId":"1162773932","repostType":2,"repost":{"id":"1162773932","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1614948575,"share":"https://ttm.financial/m/news/1162773932?lang=&edition=fundamental","pubTime":"2021-03-05 20:49","market":"us","language":"en","title":"Toplines Before US Market Open on Friday","url":"https://stock-news.laohu8.com/highlight/detail?id=1162773932","media":"老虎资讯综合","summary":"(March 5) U.S. stock indexes firmed on Friday after a three-day pullback for the S&P 500 and the Nas","content":"<p>(March 5) U.S. stock indexes firmed on Friday after a three-day&nbsp;pullback for the S&amp;P 500 and the Nasdaq, as investors looked to data that&nbsp;is likely to show accelerated jobs growth in February.</p><p>The crucial nonfarm payrolls report is expected to show the U.S.&nbsp;economy benefited from falling new COVID-19 cases, quickening vaccination rates&nbsp;and additional pandemic relief money from the government.However, the report&nbsp;will also be a reminder that the recovery in the labor market is excruciatingly&nbsp;slow.</p><p>At 07:30a.m. EST, Dow E-minis were up 28 points, or 0.09%, S&amp;P&nbsp;500 E-minis were up 2.50 points, or 0.07% and Nasdaq 100 E-minis were down 18.75&nbsp;points, or 0.15%.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/efec6281eb1b447bd4b66cf718e96e15\" tg-width=\"1242\" tg-height=\"506\" referrerpolicy=\"no-referrer\"><span>*Source FromTiger Trade, EST 07:30</span></p><p><b>Big&nbsp;News</b></p><p>1、The U.S. Labor Department is set to release its February jobs report Friday morning at 8:30 a.m. ET. Here are the main metrics expected from the report, compared to consensus estimates compiled by Bloomberg:</p><ul><li><b>Non-farm payrolls:</b>&nbsp;+195,000 expected &nbsp;vs. +49,000 in January</li><li><b>Unemployment rate:</b>&nbsp;6.3% expected vs. 6.3% in January</li><li><b>Average hourly earnings,</b>&nbsp;month-over-month: 0.2% expected, 0.2% in January</li><li><b>Average hourly earnings,</b>&nbsp;year-over-year: 5.3% expected, 5.4% in January</li></ul><p>2、10-year Treasury yield holds above 1.5%&nbsp;before jobs report and after Powell</p><p>The 10-year Treasury yieldmoved higher Friday,trading around 1.56%, pushing toward last week’s one-year high. Yields have increased rapidly since the end of January, stoking inflation fears. Powell did little to allay those concerns, acknowledging he sees someinflationary pressures ahead. However, he also said that rising prices won’t likely be enough to spur the Fed to hike interest rates. The market had been looking for Powell to address the recent surge in bond yields more directly, with a possible nod toward adjusting the Fed’s asset purchase program.</p><p>3、Senate nears Covid relief bill votes after GOP delay</p><p>Debate in the Senate on Democrats’ $1.9 trillion coronavirus relief packageis set to continueas lawmakers try to beat a deadline to prevent a federal unemployment aid boost from expiring. The Senate voted Thursday to start debate on the rescue package, setting the stage for its approval as soon as this weekend under rules that allow for passage with a simple majority. Vice PresidentKamala Harrishad to break a 50-50 tie after a party-line vote in the evenly divided chamber. As soon as the Senate began considering the bill, Sen.Ron Johnson, R-Wis., forced the chamber’s clerks to begin reading theentire 628-page measurealoud.</p><p><b>U.S. Market Yesterday</b></p><p>Federal Reserve Chair Jerome Powell on Thursday maintained the&nbsp;central bank’s dovish stance to support maximum employment and said inflation&nbsp;was not a worry at the moment.</p><p>His comments disappointed investors who expected him to act on the&nbsp;recent spike in the U.S. 10-year Treasury yield that has set the S&amp;P 500&nbsp;and the Nasdaq on course for their third straight weekly decline.</p><p>Yesterday, Dow slides, Nasdaq hits three-month low after Powell&nbsp;struggles to soothe bond market. The Dow lost 1.11%, the Nasdaq Composite slid 2.11%,&nbsp;and the S&amp;P 500 fell 1.34%.</p><p><img src=\"https://static.tigerbbs.com/d23387cff8b365748117ee73dd303ff3\" tg-width=\"1242\" tg-height=\"584\" referrerpolicy=\"no-referrer\"></p><p><b>Latest News:</b></p><p>1)&nbsp;IMAX(IMAX) – IMAX lost 21 cents per share, one cent a share more than analysts had anticipated. The movie theater operator’s revenue came in above Wall Street estimates. Sales were helped by stronger performances in Asian markets, and the company is anticipating improved results as consumers return to theaters this year. IMAX shares lost 3.7% in premarket trading.</p><p>2)&nbsp;CoreLogic(CLGX) –CoStar Group(CSGP) dropped its bid to buy CoreLogic, with the commercial property data provider saying rising interest rates will hurt CoreLogic’s value. CoStar’s latest bid had been worth $6.6 billion or $90 per share, compared to a prior higher bid of $6.9 billion or $95.76 per share. CoreLogic — a provider of real estate data that competes withZillow(Z) — had accepted a buyout bid last month from private-equity firms Stone Capital and Insight Partners for $6 billion or $80 per share. CoStar jumped 5.5% in premarket trading, while CoreLogic fell 3.4%.</p><p>3)&nbsp;Big Lots(BIG) – The discount retailer reported quarterly profit of $2.59 per share, 9 cents a share above estimates. Revenue matched forecasts, however, and a comparable sales increase of 7.9% was shy of the consensus FactSet estimate of 8.4%. Big Lots said it expected its results this year to be significantly affected by the pandemic. Shares rose 1.3% in premarket trading.</p><p>4)&nbsp;Costco(COST) – Costco reported quarterly earnings of $2.14 per share, falling short of the $2.45 per share consensus estimate. The warehouse retailer's revenue came in above forecasts. Costco's comparable sales rose 13%, while its digital sales surged 76%. The company also experienced supply chain issues resulting in higher costs. Costco shares fell 1.9% in premarket trading.</p><p>5)&nbsp;Norwegian Cruise Line(NCLH) – The cruise line operator's shares tumbled 7% in premarket trading after it announced a public stock offering of 47.58 million shares. Norwegian plans to use the proceeds to retire exchangeable debt held by private-equity firm L Catterton.</p><p>6)&nbsp;Gap(GPS) – The parent of Gap, Old Navy and Banana Republic is predicting an apparel sales rebound this year, as the Covid-19 pandemic recedes and people return to offices and schools. Sales in its most recent quarter came in below Wall Street forecasts, though an online sales surge help offset a pandemic-related decline in-store traffic. Shares jumped 3.2% in premarket action.</p><p>7)&nbsp;Broadcom(AVGO) – The chipmaker beat estimates by 6 cents a share, with quarterly earnings of $6.61 per share. The company’s revenue came in slightly above estimates. Shares fell 1% in the premarket, however, as semiconductor sales were below analysts’ forecasts. The company and its peers continue to be impacted by a shortage of materials used to make chips.</p><p>8)&nbsp;Virgin Galactic(SPCE) – The space company’s chairman, Chamath Palihapitya, sold his personal holdings of 6.2 million shares for about $213 million, according to a Securities and Exchange Commission filing. He still owns 15.8 million shares with investment partner Ian Osborne. Its shares fell 3.1% in the premarket.</p><p>9)&nbsp;The Trade Desk(TTD) – The Trade Desk is on watch once again after losing 20% in value over the past two days. The provider of programmatic advertising technology was hit afterAlphabet’s(GOOGL) Google said it would not use ad tracking technology to follow people individually across the internet. The stock lost another 1.4% in the premarket.</p><p>10)&nbsp;Western Digital(WDC) – Western Digital shares rose 2.5% in premarket action after the disk drive and memory chip maker was upgraded to “buy” from “neutral” at Goldman Sachs. Goldman cited an improved outlook for memory chip prices, among other factors.</p><p>11)&nbsp;Boeing(BA) – The jet maker has approached a group of banks seeking a new $4 billion credit facility, according to reports from Bloomberg and Reuters. Boeing had told analysts in January that the company had sufficient liquidity, but was open to raising more debt as it considers options to strengthen its balance sheet.</p><p>12)&nbsp;Van Eck Vectors Social Sentiment ETF(BUZZ) – The new exchange-traded fund is on watch again today after falling 3.6% in its Wall Street debut Thursday. The ETF is designed to receiving attention from investors on Reddit,Twitter(TWTR) and other social media platforms.</p><p>13)&nbsp;Fifth Third Bancorp(FITB) – The bank was added to the “Conviction Buy” list at Goldman Sachs, which foresees a significant improvement in net interest income for Fifth Third based on current trends in both long and short term rates. Fifth Third rose 1.2% in premarket action.</p><p><b>7:25 a.m. ET Friday:</b></p><ul><li>Crude (CL=F): $65.40 per barrel, +$1.57 (+2.46%)</li><li>Gold (GC=F): $1,692.60 per ounce, -$8.10 (-0.48%)</li><li>10-year Treasury (^TNX): +0.9 bps to yield 1.559%</li></ul>","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>Toplines Before US Market Open on Friday</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nToplines Before US Market Open on Friday\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-03-05 20:49</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>(March 5) U.S. stock indexes firmed on Friday after a three-day&nbsp;pullback for the S&amp;P 500 and the Nasdaq, as investors looked to data that&nbsp;is likely to show accelerated jobs growth in February.</p><p>The crucial nonfarm payrolls report is expected to show the U.S.&nbsp;economy benefited from falling new COVID-19 cases, quickening vaccination rates&nbsp;and additional pandemic relief money from the government.However, the report&nbsp;will also be a reminder that the recovery in the labor market is excruciatingly&nbsp;slow.</p><p>At 07:30a.m. EST, Dow E-minis were up 28 points, or 0.09%, S&amp;P&nbsp;500 E-minis were up 2.50 points, or 0.07% and Nasdaq 100 E-minis were down 18.75&nbsp;points, or 0.15%.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/efec6281eb1b447bd4b66cf718e96e15\" tg-width=\"1242\" tg-height=\"506\" referrerpolicy=\"no-referrer\"><span>*Source FromTiger Trade, EST 07:30</span></p><p><b>Big&nbsp;News</b></p><p>1、The U.S. Labor Department is set to release its February jobs report Friday morning at 8:30 a.m. ET. Here are the main metrics expected from the report, compared to consensus estimates compiled by Bloomberg:</p><ul><li><b>Non-farm payrolls:</b>&nbsp;+195,000 expected &nbsp;vs. +49,000 in January</li><li><b>Unemployment rate:</b>&nbsp;6.3% expected vs. 6.3% in January</li><li><b>Average hourly earnings,</b>&nbsp;month-over-month: 0.2% expected, 0.2% in January</li><li><b>Average hourly earnings,</b>&nbsp;year-over-year: 5.3% expected, 5.4% in January</li></ul><p>2、10-year Treasury yield holds above 1.5%&nbsp;before jobs report and after Powell</p><p>The 10-year Treasury yieldmoved higher Friday,trading around 1.56%, pushing toward last week’s one-year high. Yields have increased rapidly since the end of January, stoking inflation fears. Powell did little to allay those concerns, acknowledging he sees someinflationary pressures ahead. However, he also said that rising prices won’t likely be enough to spur the Fed to hike interest rates. The market had been looking for Powell to address the recent surge in bond yields more directly, with a possible nod toward adjusting the Fed’s asset purchase program.</p><p>3、Senate nears Covid relief bill votes after GOP delay</p><p>Debate in the Senate on Democrats’ $1.9 trillion coronavirus relief packageis set to continueas lawmakers try to beat a deadline to prevent a federal unemployment aid boost from expiring. The Senate voted Thursday to start debate on the rescue package, setting the stage for its approval as soon as this weekend under rules that allow for passage with a simple majority. Vice PresidentKamala Harrishad to break a 50-50 tie after a party-line vote in the evenly divided chamber. As soon as the Senate began considering the bill, Sen.Ron Johnson, R-Wis., forced the chamber’s clerks to begin reading theentire 628-page measurealoud.</p><p><b>U.S. Market Yesterday</b></p><p>Federal Reserve Chair Jerome Powell on Thursday maintained the&nbsp;central bank’s dovish stance to support maximum employment and said inflation&nbsp;was not a worry at the moment.</p><p>His comments disappointed investors who expected him to act on the&nbsp;recent spike in the U.S. 10-year Treasury yield that has set the S&amp;P 500&nbsp;and the Nasdaq on course for their third straight weekly decline.</p><p>Yesterday, Dow slides, Nasdaq hits three-month low after Powell&nbsp;struggles to soothe bond market. The Dow lost 1.11%, the Nasdaq Composite slid 2.11%,&nbsp;and the S&amp;P 500 fell 1.34%.</p><p><img src=\"https://static.tigerbbs.com/d23387cff8b365748117ee73dd303ff3\" tg-width=\"1242\" tg-height=\"584\" referrerpolicy=\"no-referrer\"></p><p><b>Latest News:</b></p><p>1)&nbsp;IMAX(IMAX) – IMAX lost 21 cents per share, one cent a share more than analysts had anticipated. The movie theater operator’s revenue came in above Wall Street estimates. Sales were helped by stronger performances in Asian markets, and the company is anticipating improved results as consumers return to theaters this year. IMAX shares lost 3.7% in premarket trading.</p><p>2)&nbsp;CoreLogic(CLGX) –CoStar Group(CSGP) dropped its bid to buy CoreLogic, with the commercial property data provider saying rising interest rates will hurt CoreLogic’s value. CoStar’s latest bid had been worth $6.6 billion or $90 per share, compared to a prior higher bid of $6.9 billion or $95.76 per share. CoreLogic — a provider of real estate data that competes withZillow(Z) — had accepted a buyout bid last month from private-equity firms Stone Capital and Insight Partners for $6 billion or $80 per share. CoStar jumped 5.5% in premarket trading, while CoreLogic fell 3.4%.</p><p>3)&nbsp;Big Lots(BIG) – The discount retailer reported quarterly profit of $2.59 per share, 9 cents a share above estimates. Revenue matched forecasts, however, and a comparable sales increase of 7.9% was shy of the consensus FactSet estimate of 8.4%. Big Lots said it expected its results this year to be significantly affected by the pandemic. Shares rose 1.3% in premarket trading.</p><p>4)&nbsp;Costco(COST) – Costco reported quarterly earnings of $2.14 per share, falling short of the $2.45 per share consensus estimate. The warehouse retailer's revenue came in above forecasts. Costco's comparable sales rose 13%, while its digital sales surged 76%. The company also experienced supply chain issues resulting in higher costs. Costco shares fell 1.9% in premarket trading.</p><p>5)&nbsp;Norwegian Cruise Line(NCLH) – The cruise line operator's shares tumbled 7% in premarket trading after it announced a public stock offering of 47.58 million shares. Norwegian plans to use the proceeds to retire exchangeable debt held by private-equity firm L Catterton.</p><p>6)&nbsp;Gap(GPS) – The parent of Gap, Old Navy and Banana Republic is predicting an apparel sales rebound this year, as the Covid-19 pandemic recedes and people return to offices and schools. Sales in its most recent quarter came in below Wall Street forecasts, though an online sales surge help offset a pandemic-related decline in-store traffic. Shares jumped 3.2% in premarket action.</p><p>7)&nbsp;Broadcom(AVGO) – The chipmaker beat estimates by 6 cents a share, with quarterly earnings of $6.61 per share. The company’s revenue came in slightly above estimates. Shares fell 1% in the premarket, however, as semiconductor sales were below analysts’ forecasts. The company and its peers continue to be impacted by a shortage of materials used to make chips.</p><p>8)&nbsp;Virgin Galactic(SPCE) – The space company’s chairman, Chamath Palihapitya, sold his personal holdings of 6.2 million shares for about $213 million, according to a Securities and Exchange Commission filing. He still owns 15.8 million shares with investment partner Ian Osborne. Its shares fell 3.1% in the premarket.</p><p>9)&nbsp;The Trade Desk(TTD) – The Trade Desk is on watch once again after losing 20% in value over the past two days. The provider of programmatic advertising technology was hit afterAlphabet’s(GOOGL) Google said it would not use ad tracking technology to follow people individually across the internet. The stock lost another 1.4% in the premarket.</p><p>10)&nbsp;Western Digital(WDC) – Western Digital shares rose 2.5% in premarket action after the disk drive and memory chip maker was upgraded to “buy” from “neutral” at Goldman Sachs. Goldman cited an improved outlook for memory chip prices, among other factors.</p><p>11)&nbsp;Boeing(BA) – The jet maker has approached a group of banks seeking a new $4 billion credit facility, according to reports from Bloomberg and Reuters. Boeing had told analysts in January that the company had sufficient liquidity, but was open to raising more debt as it considers options to strengthen its balance sheet.</p><p>12)&nbsp;Van Eck Vectors Social Sentiment ETF(BUZZ) – The new exchange-traded fund is on watch again today after falling 3.6% in its Wall Street debut Thursday. The ETF is designed to receiving attention from investors on Reddit,Twitter(TWTR) and other social media platforms.</p><p>13)&nbsp;Fifth Third Bancorp(FITB) – The bank was added to the “Conviction Buy” list at Goldman Sachs, which foresees a significant improvement in net interest income for Fifth Third based on current trends in both long and short term rates. Fifth Third rose 1.2% in premarket action.</p><p><b>7:25 a.m. ET Friday:</b></p><ul><li>Crude (CL=F): $65.40 per barrel, +$1.57 (+2.46%)</li><li>Gold (GC=F): $1,692.60 per ounce, -$8.10 (-0.48%)</li><li>10-year Treasury (^TNX): +0.9 bps to yield 1.559%</li></ul>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF",".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162773932","content_text":"(March 5) U.S. stock indexes firmed on Friday after a three-day pullback for the S&P 500 and the Nasdaq, as investors looked to data that is likely to show accelerated jobs growth in February.The crucial nonfarm payrolls report is expected to show the U.S. economy benefited from falling new COVID-19 cases, quickening vaccination rates and additional pandemic relief money from the government.However, the report will also be a reminder that the recovery in the labor market is excruciatingly slow.At 07:30a.m. EST, Dow E-minis were up 28 points, or 0.09%, S&P 500 E-minis were up 2.50 points, or 0.07% and Nasdaq 100 E-minis were down 18.75 points, or 0.15%.*Source FromTiger Trade, EST 07:30Big News1、The U.S. Labor Department is set to release its February jobs report Friday morning at 8:30 a.m. ET. Here are the main metrics expected from the report, compared to consensus estimates compiled by Bloomberg:Non-farm payrolls: +195,000 expected  vs. +49,000 in JanuaryUnemployment rate: 6.3% expected vs. 6.3% in JanuaryAverage hourly earnings, month-over-month: 0.2% expected, 0.2% in JanuaryAverage hourly earnings, year-over-year: 5.3% expected, 5.4% in January2、10-year Treasury yield holds above 1.5% before jobs report and after PowellThe 10-year Treasury yieldmoved higher Friday,trading around 1.56%, pushing toward last week’s one-year high. Yields have increased rapidly since the end of January, stoking inflation fears. Powell did little to allay those concerns, acknowledging he sees someinflationary pressures ahead. However, he also said that rising prices won’t likely be enough to spur the Fed to hike interest rates. The market had been looking for Powell to address the recent surge in bond yields more directly, with a possible nod toward adjusting the Fed’s asset purchase program.3、Senate nears Covid relief bill votes after GOP delayDebate in the Senate on Democrats’ $1.9 trillion coronavirus relief packageis set to continueas lawmakers try to beat a deadline to prevent a federal unemployment aid boost from expiring. The Senate voted Thursday to start debate on the rescue package, setting the stage for its approval as soon as this weekend under rules that allow for passage with a simple majority. Vice PresidentKamala Harrishad to break a 50-50 tie after a party-line vote in the evenly divided chamber. As soon as the Senate began considering the bill, Sen.Ron Johnson, R-Wis., forced the chamber’s clerks to begin reading theentire 628-page measurealoud.U.S. Market YesterdayFederal Reserve Chair Jerome Powell on Thursday maintained the central bank’s dovish stance to support maximum employment and said inflation was not a worry at the moment.His comments disappointed investors who expected him to act on the recent spike in the U.S. 10-year Treasury yield that has set the S&P 500 and the Nasdaq on course for their third straight weekly decline.Yesterday, Dow slides, Nasdaq hits three-month low after Powell struggles to soothe bond market. The Dow lost 1.11%, the Nasdaq Composite slid 2.11%, and the S&P 500 fell 1.34%.Latest News:1) IMAX(IMAX) – IMAX lost 21 cents per share, one cent a share more than analysts had anticipated. The movie theater operator’s revenue came in above Wall Street estimates. Sales were helped by stronger performances in Asian markets, and the company is anticipating improved results as consumers return to theaters this year. IMAX shares lost 3.7% in premarket trading.2) CoreLogic(CLGX) –CoStar Group(CSGP) dropped its bid to buy CoreLogic, with the commercial property data provider saying rising interest rates will hurt CoreLogic’s value. CoStar’s latest bid had been worth $6.6 billion or $90 per share, compared to a prior higher bid of $6.9 billion or $95.76 per share. CoreLogic — a provider of real estate data that competes withZillow(Z) — had accepted a buyout bid last month from private-equity firms Stone Capital and Insight Partners for $6 billion or $80 per share. CoStar jumped 5.5% in premarket trading, while CoreLogic fell 3.4%.3) Big Lots(BIG) – The discount retailer reported quarterly profit of $2.59 per share, 9 cents a share above estimates. Revenue matched forecasts, however, and a comparable sales increase of 7.9% was shy of the consensus FactSet estimate of 8.4%. Big Lots said it expected its results this year to be significantly affected by the pandemic. Shares rose 1.3% in premarket trading.4) Costco(COST) – Costco reported quarterly earnings of $2.14 per share, falling short of the $2.45 per share consensus estimate. The warehouse retailer's revenue came in above forecasts. Costco's comparable sales rose 13%, while its digital sales surged 76%. The company also experienced supply chain issues resulting in higher costs. Costco shares fell 1.9% in premarket trading.5) Norwegian Cruise Line(NCLH) – The cruise line operator's shares tumbled 7% in premarket trading after it announced a public stock offering of 47.58 million shares. Norwegian plans to use the proceeds to retire exchangeable debt held by private-equity firm L Catterton.6) Gap(GPS) – The parent of Gap, Old Navy and Banana Republic is predicting an apparel sales rebound this year, as the Covid-19 pandemic recedes and people return to offices and schools. Sales in its most recent quarter came in below Wall Street forecasts, though an online sales surge help offset a pandemic-related decline in-store traffic. Shares jumped 3.2% in premarket action.7) Broadcom(AVGO) – The chipmaker beat estimates by 6 cents a share, with quarterly earnings of $6.61 per share. The company’s revenue came in slightly above estimates. Shares fell 1% in the premarket, however, as semiconductor sales were below analysts’ forecasts. The company and its peers continue to be impacted by a shortage of materials used to make chips.8) Virgin Galactic(SPCE) – The space company’s chairman, Chamath Palihapitya, sold his personal holdings of 6.2 million shares for about $213 million, according to a Securities and Exchange Commission filing. He still owns 15.8 million shares with investment partner Ian Osborne. Its shares fell 3.1% in the premarket.9) The Trade Desk(TTD) – The Trade Desk is on watch once again after losing 20% in value over the past two days. The provider of programmatic advertising technology was hit afterAlphabet’s(GOOGL) Google said it would not use ad tracking technology to follow people individually across the internet. The stock lost another 1.4% in the premarket.10) Western Digital(WDC) – Western Digital shares rose 2.5% in premarket action after the disk drive and memory chip maker was upgraded to “buy” from “neutral” at Goldman Sachs. Goldman cited an improved outlook for memory chip prices, among other factors.11) Boeing(BA) – The jet maker has approached a group of banks seeking a new $4 billion credit facility, according to reports from Bloomberg and Reuters. Boeing had told analysts in January that the company had sufficient liquidity, but was open to raising more debt as it considers options to strengthen its balance sheet.12) Van Eck Vectors Social Sentiment ETF(BUZZ) – The new exchange-traded fund is on watch again today after falling 3.6% in its Wall Street debut Thursday. The ETF is designed to receiving attention from investors on Reddit,Twitter(TWTR) and other social media platforms.13) Fifth Third Bancorp(FITB) – The bank was added to the “Conviction Buy” list at Goldman Sachs, which foresees a significant improvement in net interest income for Fifth Third based on current trends in both long and short term rates. Fifth Third rose 1.2% in premarket action.7:25 a.m. ET Friday:Crude (CL=F): $65.40 per barrel, +$1.57 (+2.46%)Gold (GC=F): $1,692.60 per ounce, -$8.10 (-0.48%)10-year Treasury (^TNX): +0.9 bps to yield 1.559%","news_type":1},"isVote":1,"tweetType":1,"viewCount":424,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":386847912,"gmtCreate":1613156784836,"gmtModify":1704879087850,"author":{"id":"3554888919555648","authorId":"3554888919555648","name":"Kennethngg","avatar":"https://static.tigerbbs.com/0862ff69d820327651b83d36c60dab78","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554888919555648","authorIdStr":"3554888919555648"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/386847912","repostId":"1179092967","repostType":4,"repost":{"id":"1179092967","pubTimestamp":1613100617,"share":"https://ttm.financial/m/news/1179092967?lang=&edition=fundamental","pubTime":"2021-02-12 11:30","market":"us","language":"en","title":"Not Just Tesla: Why Big Companies are Buying into Crypto-Mania","url":"https://stock-news.laohu8.com/highlight/detail?id=1179092967","media":"barrons","summary":"For months, there has beena consistent trickle of newsabout mainstream businesses getting involved in cryptocurrencies. In the past week, it has turned into a flood, helping to push the price of Bitcoin to a record of $48,297 on Thursday.The most buzzworthy move came from Tesla , which disclosed on Monday that it hasbought $1.5 billion worth of Bitcointo hold on its balance sheet. The company plans to let consumers use the currency to pay for cars.Mastercard  said on Wednesday that it will let m","content":"<p>For months, there has beena consistent trickle of newsabout mainstream businesses getting involved in cryptocurrencies. In the past week, it has turned into a flood, helping to push the price of Bitcoin to a record of $48,297 on Thursday.</p><p>The most buzzworthy move came from Tesla (ticker: TSLA), which disclosed on Monday that it hasbought $1.5 billion worth of Bitcointo hold on its balance sheet. The company plans to let consumers use the currency to pay for cars.</p><p>But Tesla isn’t the only one. On Thursday, BNY Mellon (BK), the oldest bank in the U.S.,said it will hold and transfer cryptocurrencies for customers. “Growing client demand for digital assets, maturity of advanced solutions, and improving regulatory clarity present a tremendous opportunity for us to extend our current service offerings to this emerging field,” said Roman Regelman, the bank’s CEO of asset servicing and head of digital.</p><p>Mastercard (MA) said on Wednesday that it will let merchants accept some cryptocurrencies through its network later this year. The payments will be converted to traditional money before it enters the companies’ systems.Twitter(TWTR) is also considering a Bitcoin investment. And Square (SQ) has already put some on its balance sheet, as well as given users of its Cash App access to buy the cryptocurrency.</p><p>Why is this happening now? Cryptocurrencies are still not particularly useful outside of a very few cases, such as cross-border transactions. Even there, they haven’t fully taken hold.</p><p>There are at least four big reasons corporations are diving in.</p><p>One is that some company founders believe in Bitcoin. Their excitement about the asset has convinced them that their companies need to be involved, or have cryptocurrency investments, even if Bitcoin isn’t really the core of their operations. That appears to be the case for Tesla and its CEO Elon Musk, and for a software company calledMicrostrategyand its CEO, Michael Saylor.</p><p>Microstrategy, whose entire market capitalization was below $1 billion early last year, now owns more than $2 billion of Bitcoin, and its market cap is now just under $10 billion. Saylor told<i>Barron’s</i>&nbsp;in an interview last yearthat he sees Bitcoin as a hedge against monetary debasement and inflation.</p><p>Square CEO Jack Dorsey ‘s fascination with Bitcoin also likely sped Square’s adoption. He has spoken about his interest in the currency for years.</p><p>Tesla’s purchase of Bitcoin is strong marketing for the company and the currency, said Dan Morehead, founder of the crypto hedge fund Pantera Capital. But it won’t likely change the way Bitcoin is used. “Tesla sells a half a million cars a year,” he said. “If they sold 4% in Bitcoin, I’d be surprised.” Morehead thinks Bitoin’s growing use for cross-border payments is much more exciting from a practical perspective.</p><p>Other companies are getting into Bitcoin because of customer demand. That appears to be the case for BNY Mellon, which is not known for making risky bets on new technologies. It could stay out of the industry altogether, but more institutional investors are buying Bitcoin and need somewhere to put it.</p><p>And the infrastructure around Bitcoin has grown, so that it now more closely resembles the systems used in the rest of the world of finance.. Big companies now insure cryptocurrencies or—as in the case ofJPMorgan Chase(JPM)—offer services to cryptocurrency businesses, even if most still don’t hold Bitcoin on their own balance sheets.</p><p>A third reason is increasing government acceptance of the trend. BNY cited greater regulatory clarity around Bitcoin as one reason it is diving in. The U.S. government has taken a mostly laissez-faire approach to regulating digital assets even as many of the illegal activities that cryptocurrency has been associated with in the past have continued. Without at least the tacit approval of regulators, crypto couldn’t have landed on the balance sheets of so many companies.</p><p>A fourth reason cryptocurrencies are gaining hold in corporate boardrooms is that they serve multiple purposes. That gives corporations several different rationales to hold the coins, or offer related services. Cryptocurrencies have the potential to go well beyond Bitcoin’s initial premise as a way to send money without financial intermediaries. So-called stablecoins, whose value is meant to track fiat currencies, could allow for faster transactions for some kinds of financial services, for instance.</p><p>Visa(V) andMasterCardseem like the last places in the world that Bitcoin would take hold given that Bitcoin was created to eliminate the middlemen in finance. Few companies fill the role of middleman as perfectly as the credit-card processors. Visa, however, thinks that cryptocurrencies are useful for many other purposes, and its trusted brand makes it an important player, according to Cuy Sheffield, head of crypto at the company.</p><p>“We’ve seen growing demand from clients across the world that want to be able to plug in and use these networks, but they want a global, neutral, trusted brand, to help them be able to do that,” Sheffield said in an interview. Visa said last week it has created software that allows bank customers to buy and hold cryptocurrencies through lenders’ websites.</p><p>Will old-line financial companies be the biggest beneficiaries of the crypto “revolution”? Michael Venuto, the chief investment officer of Toroso Investments, doesn’t think it will be easy for them to dominate this new world. Toroso created theAmplify Transformational Data SharingETF (ticker: BLOK), which invests in public companies involved in the technology behind Bitcoin.</p><p>“In terms of the self-referenced paradox of the old economy accepting the blockchain, it is simply inevitable,” Venuto wrote in an email to<i>Barron’s</i>. “If they don’t explore the blockchain they will be extinct. They understand that, but they are not aware of how big the changes will be or how fast they will happen. They have to evolve, but evolution can be messy.”</p>","source":"lsy1601382232898","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>Not Just Tesla: Why Big Companies are Buying into Crypto-Mania</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\">\nNot Just Tesla: Why Big Companies are Buying into Crypto-Mania\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-12 11:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/not-just-tesla-why-big-companies-are-buying-into-crypto-mania-51613069805?mod=hp_LEADSUPP_1><strong>barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>For months, there has beena consistent trickle of newsabout mainstream businesses getting involved in cryptocurrencies. In the past week, it has turned into a flood, helping to push the price of ...</p>\n\n<a href=\"https://www.barrons.com/articles/not-just-tesla-why-big-companies-are-buying-into-crypto-mania-51613069805?mod=hp_LEADSUPP_1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/414360f2ef7b5c785cb936b4a9b53a44","relate_stocks":{"GBTC":"Grayscale Bitcoin Trust","TSLA":"特斯拉"},"source_url":"https://www.barrons.com/articles/not-just-tesla-why-big-companies-are-buying-into-crypto-mania-51613069805?mod=hp_LEADSUPP_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179092967","content_text":"For months, there has beena consistent trickle of newsabout mainstream businesses getting involved in cryptocurrencies. In the past week, it has turned into a flood, helping to push the price of Bitcoin to a record of $48,297 on Thursday.The most buzzworthy move came from Tesla (ticker: TSLA), which disclosed on Monday that it hasbought $1.5 billion worth of Bitcointo hold on its balance sheet. The company plans to let consumers use the currency to pay for cars.But Tesla isn’t the only one. On Thursday, BNY Mellon (BK), the oldest bank in the U.S.,said it will hold and transfer cryptocurrencies for customers. “Growing client demand for digital assets, maturity of advanced solutions, and improving regulatory clarity present a tremendous opportunity for us to extend our current service offerings to this emerging field,” said Roman Regelman, the bank’s CEO of asset servicing and head of digital.Mastercard (MA) said on Wednesday that it will let merchants accept some cryptocurrencies through its network later this year. The payments will be converted to traditional money before it enters the companies’ systems.Twitter(TWTR) is also considering a Bitcoin investment. And Square (SQ) has already put some on its balance sheet, as well as given users of its Cash App access to buy the cryptocurrency.Why is this happening now? Cryptocurrencies are still not particularly useful outside of a very few cases, such as cross-border transactions. Even there, they haven’t fully taken hold.There are at least four big reasons corporations are diving in.One is that some company founders believe in Bitcoin. Their excitement about the asset has convinced them that their companies need to be involved, or have cryptocurrency investments, even if Bitcoin isn’t really the core of their operations. That appears to be the case for Tesla and its CEO Elon Musk, and for a software company calledMicrostrategyand its CEO, Michael Saylor.Microstrategy, whose entire market capitalization was below $1 billion early last year, now owns more than $2 billion of Bitcoin, and its market cap is now just under $10 billion. Saylor toldBarron’s in an interview last yearthat he sees Bitcoin as a hedge against monetary debasement and inflation.Square CEO Jack Dorsey ‘s fascination with Bitcoin also likely sped Square’s adoption. He has spoken about his interest in the currency for years.Tesla’s purchase of Bitcoin is strong marketing for the company and the currency, said Dan Morehead, founder of the crypto hedge fund Pantera Capital. But it won’t likely change the way Bitcoin is used. “Tesla sells a half a million cars a year,” he said. “If they sold 4% in Bitcoin, I’d be surprised.” Morehead thinks Bitoin’s growing use for cross-border payments is much more exciting from a practical perspective.Other companies are getting into Bitcoin because of customer demand. That appears to be the case for BNY Mellon, which is not known for making risky bets on new technologies. It could stay out of the industry altogether, but more institutional investors are buying Bitcoin and need somewhere to put it.And the infrastructure around Bitcoin has grown, so that it now more closely resembles the systems used in the rest of the world of finance.. Big companies now insure cryptocurrencies or—as in the case ofJPMorgan Chase(JPM)—offer services to cryptocurrency businesses, even if most still don’t hold Bitcoin on their own balance sheets.A third reason is increasing government acceptance of the trend. BNY cited greater regulatory clarity around Bitcoin as one reason it is diving in. The U.S. government has taken a mostly laissez-faire approach to regulating digital assets even as many of the illegal activities that cryptocurrency has been associated with in the past have continued. Without at least the tacit approval of regulators, crypto couldn’t have landed on the balance sheets of so many companies.A fourth reason cryptocurrencies are gaining hold in corporate boardrooms is that they serve multiple purposes. That gives corporations several different rationales to hold the coins, or offer related services. Cryptocurrencies have the potential to go well beyond Bitcoin’s initial premise as a way to send money without financial intermediaries. So-called stablecoins, whose value is meant to track fiat currencies, could allow for faster transactions for some kinds of financial services, for instance.Visa(V) andMasterCardseem like the last places in the world that Bitcoin would take hold given that Bitcoin was created to eliminate the middlemen in finance. Few companies fill the role of middleman as perfectly as the credit-card processors. Visa, however, thinks that cryptocurrencies are useful for many other purposes, and its trusted brand makes it an important player, according to Cuy Sheffield, head of crypto at the company.“We’ve seen growing demand from clients across the world that want to be able to plug in and use these networks, but they want a global, neutral, trusted brand, to help them be able to do that,” Sheffield said in an interview. Visa said last week it has created software that allows bank customers to buy and hold cryptocurrencies through lenders’ websites.Will old-line financial companies be the biggest beneficiaries of the crypto “revolution”? Michael Venuto, the chief investment officer of Toroso Investments, doesn’t think it will be easy for them to dominate this new world. Toroso created theAmplify Transformational Data SharingETF (ticker: BLOK), which invests in public companies involved in the technology behind Bitcoin.“In terms of the self-referenced paradox of the old economy accepting the blockchain, it is simply inevitable,” Venuto wrote in an email toBarron’s. “If they don’t explore the blockchain they will be extinct. They understand that, but they are not aware of how big the changes will be or how fast they will happen. They have to evolve, but evolution can be messy.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":292,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":109704072,"gmtCreate":1619717074096,"gmtModify":1704271328208,"author":{"id":"3554888919555648","authorId":"3554888919555648","name":"Kennethngg","avatar":"https://static.tigerbbs.com/0862ff69d820327651b83d36c60dab78","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554888919555648","authorIdStr":"3554888919555648"},"themes":[],"htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/109704072","repostId":"1169827391","repostType":4,"repost":{"id":"1169827391","pubTimestamp":1619664680,"share":"https://ttm.financial/m/news/1169827391?lang=&edition=fundamental","pubTime":"2021-04-29 10:51","market":"us","language":"en","title":"Amazon Earnings Will Be Fantastic. What That Means for the Stock.","url":"https://stock-news.laohu8.com/highlight/detail?id=1169827391","media":"Barrons","summary":"Stock in Amazon.com has barely budged since the e-commerce and cloud- computing giant reported stell","content":"<p>Stock in Amazon.com has barely budged since the e-commerce and cloud- computing giant reported stellar fourth-quarter results that were overshadowed by the news that CEO Jeff Bezos will shift into the role of&nbsp; executive chairman, with Amazon Web Services chief Andy Jassy taking over the top slot.</p>\n<p>The combination of that pending change, along with uncertainty over how the reopening of the economy will affect shopping behavior, has some investors a little uneasy about the stock’s near-term prospects.</p>\n<p>They will get a fresh look at the situation after the close of trading on Thursday, when Amazon (ticker: AMZN) posts its results for the March quarter. Amazon has told investors to expect revenue of $100 billion to $106 billion, with operating income of between $3 billion and $6.5 billion, and about $2 billion in costs related to Covid-19. The Wall Street consensus calls for revenue of $104.5 billion, with profits of $9.54 a share.</p>\n<p>The Street also clearly expects the quarter’s results to show continued strength in e-commerce. According to FactSet, Wall Street analysts expect online-stores revenue of $51.5 billion, up 41% from a year ago, with third-party sales of $21.7 billion, up 50%. Subscription revenues are expected to be $7.3 billion, up 32%, while revenue from physical stores is expected to be $4.3 billion, down 8%. AWS revenues are projected at $13.2 billion, up 29%.</p>\n<p>One open question is what forecasts the company will make for the June quarter as parts of the country begin to return to more normal economic activity. The Street is projecting June quarter revenue of $108.7 billion and profits of $10.81 a share.</p>\n<p>In an earnings preview note, Truist analyst Youssef Squali&nbsp;reiterated a Buy rating on the stock and a target of $3,750 for the share price. The stock closed Tuesday at $3,417.43, up 4.9% year to date.</p>\n<p>He expects revenue to come in at the high end of the range Amazon predicted, saying e-commerce demand has remained strong both in the U.S. and internationally, given that the pandemic has been slow to subside. Conversations with people in the industry and strong earning disclosed last week by Snap bode well for Amazon’s ad business, which is lumped into a category called “other,” he wrote. He also thinks the market continues to underestimate the long-term growth potential of the dominance of the company’s two key businesses—e-commerce and AWS—as well as the company’s “emerging leadership in online advertising.”</p>\n<p>Stifel analyst Scott Devitt&nbsp;is similarly bullish, repeating a Buy rating and $4,000 target price. He sees 40% top-line growth, a little ahead of the Street consensus. “The focus on the report will largely center on the outlook as Amazon laps the difficult prior year compares from the onset of the pandemic,” he wrote in a research note.</p>\n<p>“Growth in a post-Covid environment remains largely uncertain for Amazon and across the e-commerce landscape,” Devitt said. “Our [June quarter] revenue estimates are ahead of consensus as we see tailwinds stemming from strong growth in new Prime members and diversification across geographies and categories supporting the retail business as economies recover.” He also said AWS and the ad business are well positioned for a recovery.</p>\n<p>Wedbush analyst Michael Pachter likewise maintained an Outperform rating and $4,000 target. He thinks the company will post more revenue and operating income than it had forecast, an outperformance resulting from market-share gains in e-commerce.&nbsp;</p>\n<p>“We believe that a more stable economy, continued imposition of shelter-in-place orders in many of Amazon’s markets, continued expansion into the very large grocery segment, and outstanding execution likely drove strong results in Q1,” he said. “In addition, Amazon Pharmacy (launched February 2) represents a U.S. [addressable market] of around $600 billion, so any market share gains could provide further upside.”</p>","source":"lsy1601382232898","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>Amazon Earnings Will Be Fantastic. What That Means for the Stock.</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\">\nAmazon Earnings Will Be Fantastic. What That Means for the Stock.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-29 10:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/amazon-is-likely-to-post-blowout-profits-the-question-is-what-follows-51619556363?mod=hp_LEADSUPP_1><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Stock in Amazon.com has barely budged since the e-commerce and cloud- computing giant reported stellar fourth-quarter results that were overshadowed by the news that CEO Jeff Bezos will shift into the...</p>\n\n<a href=\"https://www.barrons.com/articles/amazon-is-likely-to-post-blowout-profits-the-question-is-what-follows-51619556363?mod=hp_LEADSUPP_1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://www.barrons.com/articles/amazon-is-likely-to-post-blowout-profits-the-question-is-what-follows-51619556363?mod=hp_LEADSUPP_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169827391","content_text":"Stock in Amazon.com has barely budged since the e-commerce and cloud- computing giant reported stellar fourth-quarter results that were overshadowed by the news that CEO Jeff Bezos will shift into the role of  executive chairman, with Amazon Web Services chief Andy Jassy taking over the top slot.\nThe combination of that pending change, along with uncertainty over how the reopening of the economy will affect shopping behavior, has some investors a little uneasy about the stock’s near-term prospects.\nThey will get a fresh look at the situation after the close of trading on Thursday, when Amazon (ticker: AMZN) posts its results for the March quarter. Amazon has told investors to expect revenue of $100 billion to $106 billion, with operating income of between $3 billion and $6.5 billion, and about $2 billion in costs related to Covid-19. The Wall Street consensus calls for revenue of $104.5 billion, with profits of $9.54 a share.\nThe Street also clearly expects the quarter’s results to show continued strength in e-commerce. According to FactSet, Wall Street analysts expect online-stores revenue of $51.5 billion, up 41% from a year ago, with third-party sales of $21.7 billion, up 50%. Subscription revenues are expected to be $7.3 billion, up 32%, while revenue from physical stores is expected to be $4.3 billion, down 8%. AWS revenues are projected at $13.2 billion, up 29%.\nOne open question is what forecasts the company will make for the June quarter as parts of the country begin to return to more normal economic activity. The Street is projecting June quarter revenue of $108.7 billion and profits of $10.81 a share.\nIn an earnings preview note, Truist analyst Youssef Squali reiterated a Buy rating on the stock and a target of $3,750 for the share price. The stock closed Tuesday at $3,417.43, up 4.9% year to date.\nHe expects revenue to come in at the high end of the range Amazon predicted, saying e-commerce demand has remained strong both in the U.S. and internationally, given that the pandemic has been slow to subside. Conversations with people in the industry and strong earning disclosed last week by Snap bode well for Amazon’s ad business, which is lumped into a category called “other,” he wrote. He also thinks the market continues to underestimate the long-term growth potential of the dominance of the company’s two key businesses—e-commerce and AWS—as well as the company’s “emerging leadership in online advertising.”\nStifel analyst Scott Devitt is similarly bullish, repeating a Buy rating and $4,000 target price. He sees 40% top-line growth, a little ahead of the Street consensus. “The focus on the report will largely center on the outlook as Amazon laps the difficult prior year compares from the onset of the pandemic,” he wrote in a research note.\n“Growth in a post-Covid environment remains largely uncertain for Amazon and across the e-commerce landscape,” Devitt said. “Our [June quarter] revenue estimates are ahead of consensus as we see tailwinds stemming from strong growth in new Prime members and diversification across geographies and categories supporting the retail business as economies recover.” He also said AWS and the ad business are well positioned for a recovery.\nWedbush analyst Michael Pachter likewise maintained an Outperform rating and $4,000 target. He thinks the company will post more revenue and operating income than it had forecast, an outperformance resulting from market-share gains in e-commerce. \n“We believe that a more stable economy, continued imposition of shelter-in-place orders in many of Amazon’s markets, continued expansion into the very large grocery segment, and outstanding execution likely drove strong results in Q1,” he said. “In addition, Amazon Pharmacy (launched February 2) represents a U.S. [addressable market] of around $600 billion, so any market share gains could provide further upside.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":254,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":314598530,"gmtCreate":1612361112320,"gmtModify":1704870176062,"author":{"id":"3554888919555648","authorId":"3554888919555648","name":"Kennethngg","avatar":"https://static.tigerbbs.com/0862ff69d820327651b83d36c60dab78","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554888919555648","authorIdStr":"3554888919555648"},"themes":[],"htmlText":"Amazing","listText":"Amazing","text":"Amazing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/314598530","repostId":"1190569667","repostType":4,"repost":{"id":"1190569667","pubTimestamp":1612349733,"share":"https://ttm.financial/m/news/1190569667?lang=&edition=fundamental","pubTime":"2021-02-03 18:55","market":"us","language":"en","title":"GameStop climbs 12% in volatile premarket trade as Reddit traders dig in","url":"https://stock-news.laohu8.com/highlight/detail?id=1190569667","media":"cnbc","summary":"KEY POINTS\n\nShares of the bricks-and-mortar video game retailer surged 1,625% in January and 400% ju","content":"<div>\n<p>KEY POINTS\n\nShares of the bricks-and-mortar video game retailer surged 1,625% in January and 400% just last week, as traders led by Reddit thread WallStreetBets piled into the stock.\nBut the momentum ...</p>\n\n<a href=\"https://www.cnbc.com/2021/02/03/gamestop-climbs-11percent-in-volatile-premarket-trade-as-reddit-traders-dig-in.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>GameStop climbs 12% in volatile premarket trade as Reddit traders dig in</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\">\nGameStop climbs 12% in volatile premarket trade as Reddit traders dig in\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-03 18:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/02/03/gamestop-climbs-11percent-in-volatile-premarket-trade-as-reddit-traders-dig-in.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTS\n\nShares of the bricks-and-mortar video game retailer surged 1,625% in January and 400% just last week, as traders led by Reddit thread WallStreetBets piled into the stock.\nBut the momentum ...</p>\n\n<a href=\"https://www.cnbc.com/2021/02/03/gamestop-climbs-11percent-in-volatile-premarket-trade-as-reddit-traders-dig-in.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a6f99468960c8d559870f82a67747dd7","relate_stocks":{"GME":"游戏驿站"},"source_url":"https://www.cnbc.com/2021/02/03/gamestop-climbs-11percent-in-volatile-premarket-trade-as-reddit-traders-dig-in.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1190569667","content_text":"KEY POINTS\n\nShares of the bricks-and-mortar video game retailer surged 1,625% in January and 400% just last week, as traders led by Reddit thread WallStreetBets piled into the stock.\nBut the momentum had waned earlier this week.\nGamestop stock dropped 60% on Tuesday and it has lost more than 70% of its value since Friday.\n\nGameStopshares gained 12% in premarket trade on Wednesday as the short squeeze fueled by retail traders on Reddit looks to revive itself following a steep decline.\nThe stock had been down by more than 11% earlier on Wednesday morning but swung into the black shortly after 5 a.m. ET.\nShares of the bricks-and-mortar video game retailer surged 1,625% in January and 400% just last week, as traders led by Reddit thread WallStreetBets piled into the stock.\nBut the momentum had waned earlier this week. Gamestop stock dropped 60% on Tuesday and ithas lost more than 70% of its value since Friday.\nAMC Entertainment, another heavily shorted stock that was also targeted by Reddit traders, was up by around 4% in premarket trade.\nRobinhood and other retail trading appscontinue to limit some buying of a collection of stocks pursued by the Reddit thread. Many Wall Street hedge funds began short-covering toward the end of last week after taking significant losses in the squeeze.\nShort selling is a strategy in which investors borrow shares of a stock at a certain price on expectations that the market value will fall below that level when it’s time to pay for the borrowed shares. Buying back borrowed shares to close out a short position, whether for a profit or loss, is known as short-covering.","news_type":1},"isVote":1,"tweetType":1,"viewCount":319,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":105830863,"gmtCreate":1620287028152,"gmtModify":1704341355660,"author":{"id":"3554888919555648","authorId":"3554888919555648","name":"Kennethngg","avatar":"https://static.tigerbbs.com/0862ff69d820327651b83d36c60dab78","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554888919555648","authorIdStr":"3554888919555648"},"themes":[],"htmlText":"Sick","listText":"Sick","text":"Sick","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/105830863","repostId":"1197402336","repostType":4,"repost":{"id":"1197402336","pubTimestamp":1620273156,"share":"https://ttm.financial/m/news/1197402336?lang=&edition=fundamental","pubTime":"2021-05-06 11:52","market":"us","language":"en","title":"Is Ethereum Classic's Outpacing Of Bitcoin, Ethereum, Dogecoin Gains All About Being 'Cheaper?'","url":"https://stock-news.laohu8.com/highlight/detail?id=1197402336","media":"Benzinga","summary":"Gains in Ethereum Classic(ETC) continue to outpace the ones made by the cryptocurrency’s peers Bitco","content":"<p>Gains in&nbsp;<b>Ethereum Classic</b>(ETC) continue to outpace the ones made by the cryptocurrency’s peers&nbsp;<b>Bitcoin</b>(BTC),<b>Ethereum</b>(ETH), and<b>Dogecoin</b>(DOGE), which all enjoy larger market capitalizations.</p><p><b>What Happened:</b>ETC has soared 160.83% in a seven-day trailing period, while BTC and ETH have risen 3.54% and 26.80% in a similar period, according to CoinMarketCap data.</p><p>At press time on Wednesday night, ETC traded 16.85% higher at $90.06 in a 24-hour period. BTC was up 4.46% at $57,201.19 and ETH was higher by 3.71% at $3,484.</p><p>ETC is trading 10.43% below the all-time high of $100.03 it reached on Wednesday.</p><p>Ethereum Classiccame into existenceafter a hard fork of the Ethereum blockchain took place in 2016 due to prevailing disagreements at the time in the community.</p><p>Barry Silbert&nbsp;— CEO of Digital Currency Group, which owns Grayscale&nbsp;— is a well-known proponent of ETC.</p><p>On Wednesday, Ethereum Classic noted that the<b>Grayscale Ethereum Classic Trust</b>(OTC:ETCG) has over $1 billion in assets under management.<img src=\"https://static.tigerbbs.com/18a04b786e01b25f9feb9f9e93d0d366\" tg-width=\"555\" tg-height=\"892\" referrerpolicy=\"no-referrer\">ETCG closed 27.76% higher at $67.15 on Wednesday.</p><p><b>Why It Matters:</b>ETC has caught the attention of the social media investment crowd. The cryptocurrency’s ticker featured in the&nbsp;Stocktwits list of top 10 trending streams at press time.</p><p>The rise in ETC is despite the fact that it is not typically classified as an “Ethereum Killer,” which is thecase with several coinssuch as<b>Polkadot</b>(DOT),<b>Solana</b>(SOL), and<b>Cardano</b>(ADA).</p><p>Synergia Capital’s head of research, Denis Vinokourov, said that the rise in ETC “appears to be dominated by ‘cheaper’ Ethereum play and retail flow that has pushed DOGE to sky-high levels,” CoinDeskreported, dubbing the surge in ETC as a sign of froth in the cryptocurrency market.</p><p>ETC’s retail fueled rise is similar to the story of<b>Dogecoin</b>(DOGE), which has soared 13,604.64% since the year began. However, even DOGE’s weekly gains of 102.68% are weaker than those of ETC. DOGE traded 6.63% higher at $0.63 at press time.</p>","source":"lsy1606299360108","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>Is Ethereum Classic's Outpacing Of Bitcoin, Ethereum, Dogecoin Gains All About Being 'Cheaper?'</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\">\nIs Ethereum Classic's Outpacing Of Bitcoin, Ethereum, Dogecoin Gains All About Being 'Cheaper?'\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-06 11:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/markets/cannabis/21/05/20980403/is-ethereum-classics-outpacing-of-bitcoin-ethereum-dogecoin-gains-all-about-being-cheaper><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Gains in Ethereum Classic(ETC) continue to outpace the ones made by the cryptocurrency’s peers Bitcoin(BTC),Ethereum(ETH), andDogecoin(DOGE), which all enjoy larger market capitalizations.What ...</p>\n\n<a href=\"https://www.benzinga.com/markets/cannabis/21/05/20980403/is-ethereum-classics-outpacing-of-bitcoin-ethereum-dogecoin-gains-all-about-being-cheaper\">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.benzinga.com/markets/cannabis/21/05/20980403/is-ethereum-classics-outpacing-of-bitcoin-ethereum-dogecoin-gains-all-about-being-cheaper","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1197402336","content_text":"Gains in Ethereum Classic(ETC) continue to outpace the ones made by the cryptocurrency’s peers Bitcoin(BTC),Ethereum(ETH), andDogecoin(DOGE), which all enjoy larger market capitalizations.What Happened:ETC has soared 160.83% in a seven-day trailing period, while BTC and ETH have risen 3.54% and 26.80% in a similar period, according to CoinMarketCap data.At press time on Wednesday night, ETC traded 16.85% higher at $90.06 in a 24-hour period. BTC was up 4.46% at $57,201.19 and ETH was higher by 3.71% at $3,484.ETC is trading 10.43% below the all-time high of $100.03 it reached on Wednesday.Ethereum Classiccame into existenceafter a hard fork of the Ethereum blockchain took place in 2016 due to prevailing disagreements at the time in the community.Barry Silbert — CEO of Digital Currency Group, which owns Grayscale — is a well-known proponent of ETC.On Wednesday, Ethereum Classic noted that theGrayscale Ethereum Classic Trust(OTC:ETCG) has over $1 billion in assets under management.ETCG closed 27.76% higher at $67.15 on Wednesday.Why It Matters:ETC has caught the attention of the social media investment crowd. The cryptocurrency’s ticker featured in the Stocktwits list of top 10 trending streams at press time.The rise in ETC is despite the fact that it is not typically classified as an “Ethereum Killer,” which is thecase with several coinssuch asPolkadot(DOT),Solana(SOL), andCardano(ADA).Synergia Capital’s head of research, Denis Vinokourov, said that the rise in ETC “appears to be dominated by ‘cheaper’ Ethereum play and retail flow that has pushed DOGE to sky-high levels,” CoinDeskreported, dubbing the surge in ETC as a sign of froth in the cryptocurrency market.ETC’s retail fueled rise is similar to the story ofDogecoin(DOGE), which has soared 13,604.64% since the year began. However, even DOGE’s weekly gains of 102.68% are weaker than those of ETC. DOGE traded 6.63% higher at $0.63 at press time.","news_type":1},"isVote":1,"tweetType":1,"viewCount":291,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":371943054,"gmtCreate":1618906008778,"gmtModify":1704716652686,"author":{"id":"3554888919555648","authorId":"3554888919555648","name":"Kennethngg","avatar":"https://static.tigerbbs.com/0862ff69d820327651b83d36c60dab78","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554888919555648","authorIdStr":"3554888919555648"},"themes":[],"htmlText":"So sick","listText":"So sick","text":"So sick","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/371943054","repostId":"1184249806","repostType":4,"repost":{"id":"1184249806","pubTimestamp":1618905770,"share":"https://ttm.financial/m/news/1184249806?lang=&edition=fundamental","pubTime":"2021-04-20 16:02","market":"us","language":"en","title":"These Are Netflix's Must-Know Levels Ahead of Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=1184249806","media":"TheStreet","summary":"Netflix is set to report earnings on Tuesday. Here are the must-know levels to trade against once th","content":"<p>Netflix is set to report earnings on Tuesday. Here are the must-know levels to trade against once the stock is on the move.</p>\n<p>For months now, I have been harping on about the consolidation we’ve been seeing in Netflix&nbsp;and other FAANG holdings.</p>\n<p>But we’ve started to see those consolidation phases&nbsp;resolve to the upside.</p>\n<p>Specifically, Microsoft&nbsp;has made anice move to new highs. Apple&nbsp;has been trading better, as has Amazon.</p>\n<p>Nvidia&nbsp;while not in the FAANG group - alsomade a nice moveto new all-time highs.</p>\n<p>So the question now is whether Netflix can join the party. The stock has given us mixed signals, trying to rotate higher but clearly hesitating ahead of earnings&nbsp;scheduled for Tuesday after the close of trading.</p>\n<p>Streaming platforms continue to boast momentum, with Netflix recently announcing it had surpassed&nbsp;200 million paid subscribers.</p>\n<p>More recently however, reports have circulated that the company may&nbsp;crack down on password sharing, which bulls argue should boost subscribers in the long haul.</p>\n<p><b>Trading Netflix</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/85bd6278351b4c18446ca6b50c46c05e\" tg-width=\"1070\" tg-height=\"736\"><span>Daily chart of Netflix stock.</span></p>\n<p>A few weeks ago, Netflix stock gapped above the March high at $543.12. While it’s failed to gain much momentum over this measure, it continues to hold above this mark.</p>\n<p>Further, it’s holding up over the 10-day moving average. While it’s possible Netflix has a muted response to earnings, it’s also possible it makes a much larger move.</p>\n<p>If the move is higher, look for the stock to take out this month’s high at $559.75. Above $560 will put range resistance in play, near $575.</p>\n<p>Note that this level has been in play since July when the stock topped out. That’s unlike most of FAANG and tech in general, which topped in late August and early September.</p>\n<p>From there, the following upside targets are actually pretty measured. Above $575 puts the all-time high in play near $593. Above $600 opens the door to the 161.8% extension near $650.</p>\n<p>What if the reaction is lower?</p>\n<p>On a break of $543, look for support near $535. That’s where the 21-day, 50-day and 10-week moving averages come into play.</p>\n<p>Given that that’s only a few percent below current prices though, it may not hold up during a bearish reaction.</p>\n<p>In that case, keep the 200-day moving average on your radar, followed by the $500 to $505 area. The latter zone<i>should</i>act as decent support should Netflix get there.</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>These Are Netflix's Must-Know Levels Ahead of Earnings</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\">\nThese Are Netflix's Must-Know Levels Ahead of Earnings\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-20 16:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/investing/netflix-nflx-stock-earnings-preview-trading-041921><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Netflix is set to report earnings on Tuesday. Here are the must-know levels to trade against once the stock is on the move.\nFor months now, I have been harping on about the consolidation we’ve been ...</p>\n\n<a href=\"https://www.thestreet.com/investing/netflix-nflx-stock-earnings-preview-trading-041921\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NFLX":"奈飞"},"source_url":"https://www.thestreet.com/investing/netflix-nflx-stock-earnings-preview-trading-041921","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184249806","content_text":"Netflix is set to report earnings on Tuesday. Here are the must-know levels to trade against once the stock is on the move.\nFor months now, I have been harping on about the consolidation we’ve been seeing in Netflix and other FAANG holdings.\nBut we’ve started to see those consolidation phases resolve to the upside.\nSpecifically, Microsoft has made anice move to new highs. Apple has been trading better, as has Amazon.\nNvidia while not in the FAANG group - alsomade a nice moveto new all-time highs.\nSo the question now is whether Netflix can join the party. The stock has given us mixed signals, trying to rotate higher but clearly hesitating ahead of earnings scheduled for Tuesday after the close of trading.\nStreaming platforms continue to boast momentum, with Netflix recently announcing it had surpassed 200 million paid subscribers.\nMore recently however, reports have circulated that the company may crack down on password sharing, which bulls argue should boost subscribers in the long haul.\nTrading Netflix\nDaily chart of Netflix stock.\nA few weeks ago, Netflix stock gapped above the March high at $543.12. While it’s failed to gain much momentum over this measure, it continues to hold above this mark.\nFurther, it’s holding up over the 10-day moving average. While it’s possible Netflix has a muted response to earnings, it’s also possible it makes a much larger move.\nIf the move is higher, look for the stock to take out this month’s high at $559.75. Above $560 will put range resistance in play, near $575.\nNote that this level has been in play since July when the stock topped out. That’s unlike most of FAANG and tech in general, which topped in late August and early September.\nFrom there, the following upside targets are actually pretty measured. Above $575 puts the all-time high in play near $593. Above $600 opens the door to the 161.8% extension near $650.\nWhat if the reaction is lower?\nOn a break of $543, look for support near $535. That’s where the 21-day, 50-day and 10-week moving averages come into play.\nGiven that that’s only a few percent below current prices though, it may not hold up during a bearish reaction.\nIn that case, keep the 200-day moving average on your radar, followed by the $500 to $505 area. The latter zoneshouldact as decent support should Netflix get there.","news_type":1},"isVote":1,"tweetType":1,"viewCount":349,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":371940692,"gmtCreate":1618905884516,"gmtModify":1704716651222,"author":{"id":"3554888919555648","authorId":"3554888919555648","name":"Kennethngg","avatar":"https://static.tigerbbs.com/0862ff69d820327651b83d36c60dab78","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554888919555648","authorIdStr":"3554888919555648"},"themes":[],"htmlText":"Sick","listText":"Sick","text":"Sick","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/371940692","repostId":"1129471770","repostType":4,"repost":{"id":"1129471770","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1618793935,"share":"https://ttm.financial/m/news/1129471770?lang=&edition=fundamental","pubTime":"2021-04-19 08:58","market":"us","language":"en","title":"IPO Preview: UiPath Inc, KnowBe4, Zymergen, Latham Holdings Highlight Busy Week Of Offerings","url":"https://stock-news.laohu8.com/highlight/detail?id=1129471770","media":"Benzinga","summary":"This week’s offerings don’t have quite the same high profile as last week's highly anticipated IPO o","content":"<p>This week’s offerings don’t have quite the same high profile as last week's highly anticipated IPO of<b>Coinbase Global</b>COIN 5.96%. Nevertheless, there are several excitingIPOsthat investors should consider this week, including UiPath and Latham Holdings.</p><p>Here is a look at the expected IPO pricings for the week of April 19.</p><p><b>DoubleVerify Holdings:</b>&nbsp;Digital media measurement and analytics company<b>DoubleVerify Holdings</b>&nbsp;NYSE:&nbsp;DV&nbsp;plansto sell 13.3 million shares at a price point of $24 to $27.</p><p>The company makes security software for digital advertising and claims to have over 1,000 advertisers and publishers as partners, and more than 45 customers that each account for $1 million in annual revenue for DoubleVerify.</p><p>The company had revenue of $244 million in fiscal 2020, a year-over-year increase of 34%.</p><p><b>NeuroPace:</b>&nbsp;Commercial-stage medical device company<b>NeuroPace</b>&nbsp;NASDAQ:&nbsp;NPCE&nbsp;says it&nbsp;hasthe first and only commercially-available, brain-responsive system to help fight seizures.</p><p>The company’s target market is customers who have drug-resistant epilepsy. Over 3,000 patients were&nbsp;served by the company through 2020. Neuropace had revenue of $10 million in fiscal 2020 and is guiding for fiscal 2021 revenue of between $11.1 million and $11.3 million.</p><p>Over $28 billion is spent annually on epilepsy care in the United States. The company plans to sell 5.3 million shares at a price point of $15 to $17.</p><p><b>UiPath:</b>Thebiggest IPOof the week is set to be automation company<b>UiPath Inc</b>NYSEPATH, with aplannedoffering of 21.3 million shares at a price point of $43 to $50.</p><p>The company “makes software robots so people don’t have to be robots.” The company had annual recurring revenue of $580 million in the fiscal year ended January 31, 2021, for a growth rate of 65%.&nbsp;UiPath says it has over 7,900 customers, with over 1,000 of them paying $100,000 or more annually to the company.</p><p>The company is targeting a market opportunity of $65 billion and believes its open architecture and end-to-end platform set it apart from competitors.</p><p><b>SkyWater Technology:</b>Pure-play technology foundry<b>SkyWater Technology</b>&nbsp;NASDAQ:&nbsp;SKYT&nbsp;offerssemiconductor development and manufacturing services, targeting&nbsp;customers in markets like advanced computing, aerospace, defense, automotive and IoT.</p><p>The company has 35 customers in its advanced technology services including L3Harris and<b>Microsoft Corporation</b>MSFT 0.48%. SkyWater was divested from Cypress Semiconductor in 2017. The company had revenue of $140.4 million in 2020.</p><p>SkyWater plans to sell 5.8 million shares at a price point of $12 to $14.</p><p><b>KnowBe4:</b>Security platform<b>KnowBe4 Inc</b>&nbsp;NASDAQ:&nbsp;KNBE&nbsp;isseekingto sell 11.8 million shares at a price point of $16 to $18.</p><p>The company serves over 37,000 customers globally in markets worth $15 billion. The company had 45% revenue growth and $198 million in annual recurring revenue last year. It plans to rapidly grow its international operations, which made up 11.9% of revenue in fiscal 2020.</p><p><b>Zymergen: \"</b>Biofacturing\" company<b>Zymergen</b>&nbsp;NASDAQ:&nbsp;ZY&nbsp;plansto sell 13.6 million shares at a price of $28 to $31.</p><p>The company is working on bio-based products including films that could be used in rollable mobile tablet devices.</p><p>The company’s first product, Hyaline, was launched in December 2020, and an additional 10 products are in development. The biofacturing market is worth $1.2 trillion. according to the company.</p><p><b>Agiliti:</b>Healthcare service provider&nbsp;<b>Agiliti Inc</b>NYSEAGTIsays it&nbsp;hasa customer base of over 7,0000 networks and that&nbsp;90% of U.S. acute and alternate care facilities are within a 100-mile radius of an Agiliti service center. The company is seeking to sell 26.3 million shares at a price point of $18 to $20.</p><p><b>Latham Group:</b>A designer, manufacturer and marketer of in-ground residential pools in North America, Australia and New Zealandplansto go public this week.</p><p><b>Latham Group</b>&nbsp;NASDAQ:&nbsp;SWIM&nbsp;plans to sell 20 million shares at a price point of $19 to $21.</p><p>The company sells fiberglass products that are more durable and use less chemicals, according to the company. Latham sold 8,700 fiberglass pools in 2020 and reported its 11th consecutive year of net sales growth.</p><p>The company had revenue of $408 million in fiscal 2020, and&nbsp;59% of it came from in-ground pool sales.</p><p>In 2018, the company shifted from a business-to-business model to business-to-consumer, making it&nbsp;the only pool company with a direct relationship to the homeowner, according to the company.</p><p>Fiberglass pools are still a small market in North America compared to international markets, Latham says. The company claims to have a No. 1 market-share position in all the categories it competes in for the North American market.</p><p></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>IPO Preview: UiPath Inc, KnowBe4, Zymergen, Latham Holdings Highlight Busy Week Of Offerings</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\">\nIPO Preview: UiPath Inc, KnowBe4, Zymergen, Latham Holdings Highlight Busy Week Of Offerings\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/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-04-19 08:58</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>This week’s offerings don’t have quite the same high profile as last week's highly anticipated IPO of<b>Coinbase Global</b>COIN 5.96%. Nevertheless, there are several excitingIPOsthat investors should consider this week, including UiPath and Latham Holdings.</p><p>Here is a look at the expected IPO pricings for the week of April 19.</p><p><b>DoubleVerify Holdings:</b>&nbsp;Digital media measurement and analytics company<b>DoubleVerify Holdings</b>&nbsp;NYSE:&nbsp;DV&nbsp;plansto sell 13.3 million shares at a price point of $24 to $27.</p><p>The company makes security software for digital advertising and claims to have over 1,000 advertisers and publishers as partners, and more than 45 customers that each account for $1 million in annual revenue for DoubleVerify.</p><p>The company had revenue of $244 million in fiscal 2020, a year-over-year increase of 34%.</p><p><b>NeuroPace:</b>&nbsp;Commercial-stage medical device company<b>NeuroPace</b>&nbsp;NASDAQ:&nbsp;NPCE&nbsp;says it&nbsp;hasthe first and only commercially-available, brain-responsive system to help fight seizures.</p><p>The company’s target market is customers who have drug-resistant epilepsy. Over 3,000 patients were&nbsp;served by the company through 2020. Neuropace had revenue of $10 million in fiscal 2020 and is guiding for fiscal 2021 revenue of between $11.1 million and $11.3 million.</p><p>Over $28 billion is spent annually on epilepsy care in the United States. The company plans to sell 5.3 million shares at a price point of $15 to $17.</p><p><b>UiPath:</b>Thebiggest IPOof the week is set to be automation company<b>UiPath Inc</b>NYSEPATH, with aplannedoffering of 21.3 million shares at a price point of $43 to $50.</p><p>The company “makes software robots so people don’t have to be robots.” The company had annual recurring revenue of $580 million in the fiscal year ended January 31, 2021, for a growth rate of 65%.&nbsp;UiPath says it has over 7,900 customers, with over 1,000 of them paying $100,000 or more annually to the company.</p><p>The company is targeting a market opportunity of $65 billion and believes its open architecture and end-to-end platform set it apart from competitors.</p><p><b>SkyWater Technology:</b>Pure-play technology foundry<b>SkyWater Technology</b>&nbsp;NASDAQ:&nbsp;SKYT&nbsp;offerssemiconductor development and manufacturing services, targeting&nbsp;customers in markets like advanced computing, aerospace, defense, automotive and IoT.</p><p>The company has 35 customers in its advanced technology services including L3Harris and<b>Microsoft Corporation</b>MSFT 0.48%. SkyWater was divested from Cypress Semiconductor in 2017. The company had revenue of $140.4 million in 2020.</p><p>SkyWater plans to sell 5.8 million shares at a price point of $12 to $14.</p><p><b>KnowBe4:</b>Security platform<b>KnowBe4 Inc</b>&nbsp;NASDAQ:&nbsp;KNBE&nbsp;isseekingto sell 11.8 million shares at a price point of $16 to $18.</p><p>The company serves over 37,000 customers globally in markets worth $15 billion. The company had 45% revenue growth and $198 million in annual recurring revenue last year. It plans to rapidly grow its international operations, which made up 11.9% of revenue in fiscal 2020.</p><p><b>Zymergen: \"</b>Biofacturing\" company<b>Zymergen</b>&nbsp;NASDAQ:&nbsp;ZY&nbsp;plansto sell 13.6 million shares at a price of $28 to $31.</p><p>The company is working on bio-based products including films that could be used in rollable mobile tablet devices.</p><p>The company’s first product, Hyaline, was launched in December 2020, and an additional 10 products are in development. The biofacturing market is worth $1.2 trillion. according to the company.</p><p><b>Agiliti:</b>Healthcare service provider&nbsp;<b>Agiliti Inc</b>NYSEAGTIsays it&nbsp;hasa customer base of over 7,0000 networks and that&nbsp;90% of U.S. acute and alternate care facilities are within a 100-mile radius of an Agiliti service center. The company is seeking to sell 26.3 million shares at a price point of $18 to $20.</p><p><b>Latham Group:</b>A designer, manufacturer and marketer of in-ground residential pools in North America, Australia and New Zealandplansto go public this week.</p><p><b>Latham Group</b>&nbsp;NASDAQ:&nbsp;SWIM&nbsp;plans to sell 20 million shares at a price point of $19 to $21.</p><p>The company sells fiberglass products that are more durable and use less chemicals, according to the company. Latham sold 8,700 fiberglass pools in 2020 and reported its 11th consecutive year of net sales growth.</p><p>The company had revenue of $408 million in fiscal 2020, and&nbsp;59% of it came from in-ground pool sales.</p><p>In 2018, the company shifted from a business-to-business model to business-to-consumer, making it&nbsp;the only pool company with a direct relationship to the homeowner, according to the company.</p><p>Fiberglass pools are still a small market in North America compared to international markets, Latham says. The company claims to have a No. 1 market-share position in all the categories it competes in for the North American market.</p><p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AGTI":"Agiliti, Inc.","DV":"DoubleVerify Holdings, Inc.","PATH":"UiPath","KNBE":"KnowBe4, Inc.","SWIM":"Latham Group, Inc.","ZY":"Zymergen, Inc.","NPCE":"NeuroPace Inc.","SKYT":"SkyWater Technology, Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129471770","content_text":"This week’s offerings don’t have quite the same high profile as last week's highly anticipated IPO ofCoinbase GlobalCOIN 5.96%. Nevertheless, there are several excitingIPOsthat investors should consider this week, including UiPath and Latham Holdings.Here is a look at the expected IPO pricings for the week of April 19.DoubleVerify Holdings: Digital media measurement and analytics companyDoubleVerify Holdings NYSE: DV plansto sell 13.3 million shares at a price point of $24 to $27.The company makes security software for digital advertising and claims to have over 1,000 advertisers and publishers as partners, and more than 45 customers that each account for $1 million in annual revenue for DoubleVerify.The company had revenue of $244 million in fiscal 2020, a year-over-year increase of 34%.NeuroPace: Commercial-stage medical device companyNeuroPace NASDAQ: NPCE says it hasthe first and only commercially-available, brain-responsive system to help fight seizures.The company’s target market is customers who have drug-resistant epilepsy. Over 3,000 patients were served by the company through 2020. Neuropace had revenue of $10 million in fiscal 2020 and is guiding for fiscal 2021 revenue of between $11.1 million and $11.3 million.Over $28 billion is spent annually on epilepsy care in the United States. The company plans to sell 5.3 million shares at a price point of $15 to $17.UiPath:Thebiggest IPOof the week is set to be automation companyUiPath IncNYSEPATH, with aplannedoffering of 21.3 million shares at a price point of $43 to $50.The company “makes software robots so people don’t have to be robots.” The company had annual recurring revenue of $580 million in the fiscal year ended January 31, 2021, for a growth rate of 65%. UiPath says it has over 7,900 customers, with over 1,000 of them paying $100,000 or more annually to the company.The company is targeting a market opportunity of $65 billion and believes its open architecture and end-to-end platform set it apart from competitors.SkyWater Technology:Pure-play technology foundrySkyWater Technology NASDAQ: SKYT offerssemiconductor development and manufacturing services, targeting customers in markets like advanced computing, aerospace, defense, automotive and IoT.The company has 35 customers in its advanced technology services including L3Harris andMicrosoft CorporationMSFT 0.48%. SkyWater was divested from Cypress Semiconductor in 2017. The company had revenue of $140.4 million in 2020.SkyWater plans to sell 5.8 million shares at a price point of $12 to $14.KnowBe4:Security platformKnowBe4 Inc NASDAQ: KNBE isseekingto sell 11.8 million shares at a price point of $16 to $18.The company serves over 37,000 customers globally in markets worth $15 billion. The company had 45% revenue growth and $198 million in annual recurring revenue last year. It plans to rapidly grow its international operations, which made up 11.9% of revenue in fiscal 2020.Zymergen: \"Biofacturing\" companyZymergen NASDAQ: ZY plansto sell 13.6 million shares at a price of $28 to $31.The company is working on bio-based products including films that could be used in rollable mobile tablet devices.The company’s first product, Hyaline, was launched in December 2020, and an additional 10 products are in development. The biofacturing market is worth $1.2 trillion. according to the company.Agiliti:Healthcare service provider Agiliti IncNYSEAGTIsays it hasa customer base of over 7,0000 networks and that 90% of U.S. acute and alternate care facilities are within a 100-mile radius of an Agiliti service center. The company is seeking to sell 26.3 million shares at a price point of $18 to $20.Latham Group:A designer, manufacturer and marketer of in-ground residential pools in North America, Australia and New Zealandplansto go public this week.Latham Group NASDAQ: SWIM plans to sell 20 million shares at a price point of $19 to $21.The company sells fiberglass products that are more durable and use less chemicals, according to the company. Latham sold 8,700 fiberglass pools in 2020 and reported its 11th consecutive year of net sales growth.The company had revenue of $408 million in fiscal 2020, and 59% of it came from in-ground pool sales.In 2018, the company shifted from a business-to-business model to business-to-consumer, making it the only pool company with a direct relationship to the homeowner, according to the company.Fiberglass pools are still a small market in North America compared to international markets, Latham says. The company claims to have a No. 1 market-share position in all the categories it competes in for the North American market.","news_type":1},"isVote":1,"tweetType":1,"viewCount":319,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":343862811,"gmtCreate":1617703823533,"gmtModify":1704701973552,"author":{"id":"3554888919555648","authorId":"3554888919555648","name":"Kennethngg","avatar":"https://static.tigerbbs.com/0862ff69d820327651b83d36c60dab78","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554888919555648","authorIdStr":"3554888919555648"},"themes":[],"htmlText":"Sick","listText":"Sick","text":"Sick","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/343862811","repostId":"1188128799","repostType":4,"repost":{"id":"1188128799","pubTimestamp":1617678845,"share":"https://ttm.financial/m/news/1188128799?lang=&edition=fundamental","pubTime":"2021-04-06 11:14","market":"us","language":"en","title":"Here Are 9 Stock Picks From One of the Market’s Top Internet Analysts","url":"https://stock-news.laohu8.com/highlight/detail?id=1188128799","media":"Barron's","summary":"Longtime internet analystMark Mahaneyhas a new gig at Evercore ISI, where on Monday he and his team ","content":"<p>Longtime internet analystMark Mahaneyhas a new gig at Evercore ISI, where on Monday he and his team launched coverage of three dozen stocks.</p><p>Mahaney,who previously spent more than eight years at RBC Capital, and before that 7-plus years at Citigroup, writes that his high-level view is that after materially outperforming the market in 2020, the sector is likely to see some “consolidation” in the short-run, with pockets of outperformance as investors look ahead to 2022. He’s encouraged by what he thinks will be $4 trillion in incremental spending in online retail, travel and advertising between by 2025 due to “ongoing digital disintermediation” of offline businesses.</p><p>He thinks the market generally under-appreciates “the permanent pull-forward of demand and the attending scale benefits that the Covid crisis created for several of the leading Internet platforms.” But he adds that “very robust multiples across the sector keep us near-term pragmatic and selective.”</p><p>Mahaney and his team started coverage of 36 stocks – that includes 22 with Outperform ratings, and 14 with In Line ratings. In the 90-page presentation reviewing his thinking on the sector, Mahaney lists nine top picks.</p><p>Among mega caps, his choices areFacebook(the subject ofa bullish cover storyin this week’s<i>Barron’s</i>print edition),Amazonand Uber. His large-caps favorites include Spotify,Pinterestand Zillow. His top choices among smaller stocks -include Wix, StichFix and GoodRx.</p><p>Here in brief are his thoughts on each:</p><ul><li>Facebook(Ticker: FB): He sees a $1 trillion-plus total addressable advertising market, and notes that the social media giant has four of the most popular apps globally in Facebook, Instagram, Messenger and WhatsApp. He sees “dramatic new monetization opportunities” in WhatsApp, Reels, Marketplace and Social Commerce. “We believe Facebook has a number of properties that are under-monetized relative to their usage,” he writes. “Marketplace for example, could generate up to $3 billion in 2024 revenue,” he writes. His target price is $370.</li><li>Amazon(AMZN): Mahaney sees huge potential target markets in retail, cloud, advertising, third-party sales and pharmacy. He thinks Amazon has “the best mix shift story in tech,” with faster growing segments – advertising and cloud – offering higher margins than retail. He also thinks Amazon has “the best management team in tech.” And he notes that the stock is trading modestly below historical multiples. Target: $4,000.</li><li>Uber Technologies(UBER): The analyst notes that Uber has leading positions in nearly every international ride sharing market – and equity stakes in the leading players in China, Russia and parts of Southeast Asia. And he notes that they are the largest player in food delivery outside China. He thinks Uber will see a strong post-Covid recovery in ride sharing – with food delivery “a structural winner” from the pandemic. He likes Uber over Lyft for its international exposure, greater diversification and larger scale. Target: $74.</li><li>Spotify Technology(SPOT): He notes that the stock is down more than 20% from its recent peak, while “clearly the world’s largest audio streaming provider.” He also points out that Spotify boosted prices in some markets, which he thinks should stabilize average revenue per user and could lead to higher revenue growth. Target: $360.</li><li>Pinterest(PINS): Mahaney sees the company as “a structural winner from Covid with permanent pull forward of ad budgets online.” He also noted that “Pinterest is in the middle of an ad product inflection point,” with new tools and ad formats, that make it “one of the best plays on social commerce.” Target: $97.</li><li>Zillow Group(ZG): He thinks the online real estate company is a “structural winner from Covid” given likely permanent adoption of work from home by many and a pickup in home sales. And Mahaney thinks the company is nearing break-even on its iBuyer business. Target: $179.</li><li>Wix.com(WIX): Mahaney thinks this provider of website software for small businesses will be a structural winner from the pandemic, with a market share edge over rivals like Squarespace and GoDaddy. He sees a boost from new services, like payments. Target: $370.</li><li>Stitch Fix(SFIX): He sees a recovery play as people restock their wardrobes as they begin to resume out-of-home activities. Revenue will accelerate both this year and next year – with a particular boost from a planned move into Direct Buy sales, he says. Target: $78.</li><li>GoodRx Holdings(GDRX): The pharmacy information provider will benefit as the economy reopens and physician and pharmacy visits rebound from 2020 levels. “We see GoodRx as the clear market leader in the prescription discount cards space,” he writes. Target: $50.</li></ul>","source":"lsy1610680873436","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>Here Are 9 Stock Picks From One of the Market’s Top Internet Analysts</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\">\nHere Are 9 Stock Picks From One of the Market’s Top Internet Analysts\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-06 11:14 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/here-are-9-stock-picks-from-one-of-the-markets-top-internet-analysts-51617661228?mod=hp_LATEST><strong>Barron's</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Longtime internet analystMark Mahaneyhas a new gig at Evercore ISI, where on Monday he and his team launched coverage of three dozen stocks.Mahaney,who previously spent more than eight years at RBC ...</p>\n\n<a href=\"https://www.barrons.com/articles/here-are-9-stock-picks-from-one-of-the-markets-top-internet-analysts-51617661228?mod=hp_LATEST\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊","SPOT":"Spotify Technology S.A.","ZG":"Zillow Class A","WIX":"Wix.Com Ltd","SFIX":"Stitch Fix Inc.","GDRX":"GoodRx Holdings, Inc.","PINS":"Pinterest, Inc.","UBER":"优步"},"source_url":"https://www.barrons.com/articles/here-are-9-stock-picks-from-one-of-the-markets-top-internet-analysts-51617661228?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188128799","content_text":"Longtime internet analystMark Mahaneyhas a new gig at Evercore ISI, where on Monday he and his team launched coverage of three dozen stocks.Mahaney,who previously spent more than eight years at RBC Capital, and before that 7-plus years at Citigroup, writes that his high-level view is that after materially outperforming the market in 2020, the sector is likely to see some “consolidation” in the short-run, with pockets of outperformance as investors look ahead to 2022. He’s encouraged by what he thinks will be $4 trillion in incremental spending in online retail, travel and advertising between by 2025 due to “ongoing digital disintermediation” of offline businesses.He thinks the market generally under-appreciates “the permanent pull-forward of demand and the attending scale benefits that the Covid crisis created for several of the leading Internet platforms.” But he adds that “very robust multiples across the sector keep us near-term pragmatic and selective.”Mahaney and his team started coverage of 36 stocks – that includes 22 with Outperform ratings, and 14 with In Line ratings. In the 90-page presentation reviewing his thinking on the sector, Mahaney lists nine top picks.Among mega caps, his choices areFacebook(the subject ofa bullish cover storyin this week’sBarron’sprint edition),Amazonand Uber. His large-caps favorites include Spotify,Pinterestand Zillow. His top choices among smaller stocks -include Wix, StichFix and GoodRx.Here in brief are his thoughts on each:Facebook(Ticker: FB): He sees a $1 trillion-plus total addressable advertising market, and notes that the social media giant has four of the most popular apps globally in Facebook, Instagram, Messenger and WhatsApp. He sees “dramatic new monetization opportunities” in WhatsApp, Reels, Marketplace and Social Commerce. “We believe Facebook has a number of properties that are under-monetized relative to their usage,” he writes. “Marketplace for example, could generate up to $3 billion in 2024 revenue,” he writes. His target price is $370.Amazon(AMZN): Mahaney sees huge potential target markets in retail, cloud, advertising, third-party sales and pharmacy. He thinks Amazon has “the best mix shift story in tech,” with faster growing segments – advertising and cloud – offering higher margins than retail. He also thinks Amazon has “the best management team in tech.” And he notes that the stock is trading modestly below historical multiples. Target: $4,000.Uber Technologies(UBER): The analyst notes that Uber has leading positions in nearly every international ride sharing market – and equity stakes in the leading players in China, Russia and parts of Southeast Asia. And he notes that they are the largest player in food delivery outside China. He thinks Uber will see a strong post-Covid recovery in ride sharing – with food delivery “a structural winner” from the pandemic. He likes Uber over Lyft for its international exposure, greater diversification and larger scale. Target: $74.Spotify Technology(SPOT): He notes that the stock is down more than 20% from its recent peak, while “clearly the world’s largest audio streaming provider.” He also points out that Spotify boosted prices in some markets, which he thinks should stabilize average revenue per user and could lead to higher revenue growth. Target: $360.Pinterest(PINS): Mahaney sees the company as “a structural winner from Covid with permanent pull forward of ad budgets online.” He also noted that “Pinterest is in the middle of an ad product inflection point,” with new tools and ad formats, that make it “one of the best plays on social commerce.” Target: $97.Zillow Group(ZG): He thinks the online real estate company is a “structural winner from Covid” given likely permanent adoption of work from home by many and a pickup in home sales. And Mahaney thinks the company is nearing break-even on its iBuyer business. Target: $179.Wix.com(WIX): Mahaney thinks this provider of website software for small businesses will be a structural winner from the pandemic, with a market share edge over rivals like Squarespace and GoDaddy. He sees a boost from new services, like payments. Target: $370.Stitch Fix(SFIX): He sees a recovery play as people restock their wardrobes as they begin to resume out-of-home activities. Revenue will accelerate both this year and next year – with a particular boost from a planned move into Direct Buy sales, he says. Target: $78.GoodRx Holdings(GDRX): The pharmacy information provider will benefit as the economy reopens and physician and pharmacy visits rebound from 2020 levels. “We see GoodRx as the clear market leader in the prescription discount cards space,” he writes. Target: $50.","news_type":1},"isVote":1,"tweetType":1,"viewCount":509,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":325413839,"gmtCreate":1615911686321,"gmtModify":1704788449787,"author":{"id":"3554888919555648","authorId":"3554888919555648","name":"Kennethngg","avatar":"https://static.tigerbbs.com/0862ff69d820327651b83d36c60dab78","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554888919555648","authorIdStr":"3554888919555648"},"themes":[],"htmlText":"Sick","listText":"Sick","text":"Sick","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/325413839","repostId":"1121564086","repostType":4,"repost":{"id":"1121564086","pubTimestamp":1615899026,"share":"https://ttm.financial/m/news/1121564086?lang=&edition=fundamental","pubTime":"2021-03-16 20:50","market":"us","language":"en","title":"Larry McDonald Warns \"The Big [Market] Quake Is Coming\"","url":"https://stock-news.laohu8.com/highlight/detail?id=1121564086","media":"zerohedge","summary":"The mood is testy. Yields on Treasuries are rising, the dollar is trending stronger, and major tech ","content":"<p>The mood is testy. Yields on Treasuries are rising, the dollar is trending stronger, and major tech stocks are under pressure. Accordingly, tensions are high when the Federal Reserve decides on the future course of its monetary policy this Wednesday.</p>\n<p><i><b>«The Fed has its back against the wall,»</b></i>says Larry McDonald during a conversation via Zoom. The internationally renowned macro strategist and former senior trader at Lehman Brothers warns that the Federal Reserve has little time to mitigate the explosive situation in the bond and currency markets. Otherwise, he says, the global economy is at risk of another crisis.</p>\n<p>Since last spring, the founder of the independent investment advisor&nbsp;The Bear Traps Report&nbsp;has been&nbsp;recommending investments&nbsp;in the commodity sector, where he believes a new super cycle has begun. He&nbsp;reiterated his recommendation&nbsp;during his last conversation with The Market in late 2020. Today, his call for a big reflation trade has become the consensus on Wall Street.</p>\n<p>In this new interview with The Market/NZZ, which has been edited and condensed for clarity, Larry McDonald tells why he expects the Federal Reserve to resort to yield curve control fairly soon and what that will mean for gold and silver. He also explains why the rotation into commodities and value stocks is only just beginning and where he currently sees the best opportunities for investments.</p>\n<p><b>After the turmoil of the past few weeks, all eyes are on the Federal Reserve. What can investors expect from Wednesday's Fed meeting?</b></p>\n<blockquote>\n <b>We’re at a point where the market is moving way ahead of the Federal Reserve.</b>The Fed is on «outcome-based guidance», but the beast, that serpent in the market, wants more than that. Basically, the market is saying: «The US economy is going to grow 6 or 7% this year, and that will force you to taper in Q3 or Q4.» As investors are pricing in a tapering of the Fed’s asset purchases, financial conditions are tightening; especially in emerging markets, where spreads on credit default swaps are rising. So far, financial conditions are nowhere near extremely dangerous levels. But the problem is everybody thinks we’re in a similar situation as back in 2018.\n</blockquote>\n<p><b>What do you mean by that?</b></p>\n<blockquote>\n Once again, the Fed is playing «Tough Guy»: The market demands a policy pivot, but the Fed is trying to hold on to its path, essentially signaling to investors: «No way, relax». We had a similar set-up in 2013, 2016 and 2018. These were the three most significant monetary policy shifts where market pressures broke the Fed's desired policy path.\n <b>The problem is that back then the Fed had far more rope to play Tough Guy since the economy was stronger. In 2018 for instance</b>, the US economy was creating hundreds of thousands of jobs a month. In contrast, today’s employment-to-population ratio is 3.5 percentage points below January 2020 levels. This means 13 million Americans are outside the labor force. To get back to pre-pandemic levels, the economy has to create more than 540,000 jobs a month for two years.\n</blockquote>\n<p><b>So what does this mean for this week's Fed meeting?</b></p>\n<blockquote>\n <b>The Fed is planet earth’s central bank. Every time they tried to play Tough Guy, they’ve blown up the global economy.</b>This time, the Fed's Tough Guy window is much smaller. In 2018 or 2013 that window was nine to ten months. Now, it’s like two months because the economy is so weak. If they let financial conditions tighten further, they risk a major default cycle.\n <b>The negative multiplier effect of a stronger dollar is much higher to the world economy than the Fed anticipates</b>. They can't afford to let the dollar rip higher, because there is so much dollar denominated debt in the world, so much trade tied to the Greenback. If they blow that up, it will just blow back to the US and force the Fed into a policy shift anyway. It’s like with an oil change at the car repair shop: You can pay now or you can pay later. That’s why the Fed has to pay now.\n</blockquote>\n<p><b>Why?</b></p>\n<blockquote>\n <b>The Fed’s back is against the wall, all points to proactive action on March 17.</b>They must suppress taper fears and cut these risks off, or else they blow up the global economy for the 4th time since 2013. We’re hearing that they’re already getting incoming calls from emerging market central banks right now. If Fed Chairman Jay Powell plays Tough Guy by staying with the current path, without offering further assurances of deeper, more sustainable accommodation, the beast inside the market will keep pushing him until he breaks. We will see a repeat of Q4 2018 and Q1 2019, where the Fed was forced into an utterly embarrassing pivot. One of those is enough for Powell’s legacy, he doesn’t want two.\n</blockquote>\n<p><b>What kind of measures can be expected?</b></p>\n<blockquote>\n <b>Eventually, we will get the taper, but the overwhelming point is other weapons have to come first.</b>A Federal Reserve offering insufficient accommodation places markets in the crosshairs of a risk-off event. The first thing they will try to do is give some hard data points. For example, the US economy has to create 10 million jobs for the Fed to do anything on the balance sheet. Another way they can get out is calendar guidance, but that’s a more sophisticated weaponry. Bottom line, they should just say: «From now until the end of the year QE will continue at $120 billion a month, and we want PCE-inflation to get to between 2 and 2.5% and stay there for 24 months.» With that in place,\n <b>all they have to do is open the door two or three inches for yield curve control, and they can contain the dollar.</b>\n</blockquote>\n<p><b>The last time the Federal Reserve used yield curve control was during the time of World War II. Why would it resort to such a radical measure?</b></p>\n<blockquote>\n <b>Here’s the dirty little secret: Too many Treasury bonds are for sale.</b>There aren’t enough buyers, and that will force the Fed to step in. More than $3.6 trillion of US government paper was issued in 2020 versus $2.9 trillion in the prior year. With the new $1.9 trillion fiscal package coming from Washington, issuance in 2021 is slated to rise to $4 trillion. That’s a lot more than the Fed’s Treasury purchases through QE, so the spread between QE and debt issuance gets much wider. Washington is doing so much fiscal stimulus, I’m confident that this is going to force the Fed into yield curve control by September. If that’s the case, it will pressure the dollar lower and put commodities, value stocks, global cyclicals, materials and emerging markets into rotation overdrive.\n</blockquote>\n<p><b>How come?</b></p>\n<blockquote>\n <b>Yield curve control deployment is the tactical nuclear weaponry.</b>If the Fed throws out yield curve control just as a threat, it will suppress Treasury rates and real yields will go much more negative. Over the last couple of months, the issuance has overpowered inflation expectations. Think of it as a car race: Treasury issuances were driving up yields faster than inflation expectations rose. But if the Fed starts to acknowledge that they are going to bring out new weapons like calendar guidance and yield curve control, then they’re suppressing nominal yields. So if inflation expectations continue to rise, then real yields go big negative – and that’s when gold and silver will take off. I think silver can double from here until early next year. Gold could be up 50%.\n</blockquote>\n<p><b>How can investors best position themselves in this environment?</b></p>\n<blockquote>\n In terms of emerging markets, we’re\n <b>long Chile and Brazil.</b>In Asia, South Korea looks attractive. We also like the KWEB ETF which consists of the big Chinese tech stocks. In the commodity space, we have a position in the XME ETF which owns mainly\n <b>copper and steel names.</b>One of the best companies we own is Teck Resources. This stock is almost like a commodity mutual fund, because the company has exposure to copper, nickel and even energy. Another favorite is Mosaic because in a commodity cycle where you have weather problems around the world,\n <b>agricultural plays are a good bet.</b>\n</blockquote>\n<p><b>What about precious metals?</b></p>\n<blockquote>\n <b>When it comes to precious metals, we love silver miners</b>like Hecla Mining. When the Fed eases its policy, the silver miners will outperform the underlying metal, and they will outperform gold because there is more leverage there.\n</blockquote>\n<p><b>The gold price is down more than 15% since its all-time high in August. What’s the problem?</b></p>\n<blockquote>\n <b>Everyone thinks it’s 2013, so taper fears are sky high for gold. But the Fed cannot repeat its mistakes.</b>They must cap yields if they want to preserve the global economic recovery. Thus, the convexity with gold is very attractive. Every leg lower in real yields will act like a slingshot higher for gold. That’s why we love Newmont. The stock trades at 6x EBITDA with a 4% dividend yield which gives you some downside protection. And remember: The 2011-2016 commodity bust has made the balance sheet of these high quality gold mining companies a lot stronger.\n</blockquote>\n<p><b>President Joe Biden has just signed off on a $1.9 trillion economic program. What are the chances of a second stimulus bill, aimed at infrastructure?</b></p>\n<blockquote>\n It’s important to note that\n <b>a second fiscal deal for 2021 is not a slam dunk.</b>To pass the present $1.9 trillion stimulus bill, the Democrats used reconciliation. It’s a very special trick in US politics, because with reconciliation you don’t need 60 votes to pass a bill in the Senate. All you need is 50 votes. Yet, reconciliation has to be tied to a budget year. This means the next time the Democrats can use it is probably in the fourth quarter, late November or December, and tie it to the following year's budget. So the only way to do an infrastructure bill in the next six months is with a traditional piece of legislation.\n</blockquote>\n<p><b>Is that even possible, given how wide the rift between Republicans and Democrats has opened in recent years?</b></p>\n<blockquote>\n For that you need essentially ten Republicans. Right now, the centrists on the Hill, people like Mitt Romney on the Republican side or Joe Manchin on the Democrat side, are the most powerful people in Washington. They want to do an infrastructure program, but they want to finance it with tax revenue. They don’t believe in things like Modern Monetary Theory where the Fed is financing the deficit.\n <b>So you are going to need a tax hike. And in this regard, we’re hearing they could go after some type of flat tax on the FAANGs, the big technology companies.</b>\n</blockquote>\n<p><b>What does this mean for Apple, Google, Facebook and other tech heavyweights?</b></p>\n<blockquote>\n Keep in mind, we’re in a populist revolution:\n <b>The risk of inequality leading to social unrest is high, and that puts pressure on politicians to pass bills to tax the rich.</b>But a wealth tax is extremely complicated, it would take years. The simplest way to do something in terms of taxes is to tax larger companies. In the eighties, the top 100 companies in the US maintained about 45 to 50% of total profits. Today, the largest 20 companies command about 85 to 90%. In addition to that, close to 40% of the S&amp;P 500’s market cap is related to tech. So tech is the low hanging fruit for the populists in Congress to go after.\n</blockquote>\n<p><b>One more reason why tech stocks remain under pressure?</b></p>\n<blockquote>\n We run a bunch of models. For example, we look at Berkshire Hathaway’s share price versus the Nasdaq 100 or the Dow Jones Industrial versus the Nasdaq. March 8th was the second time in 2021 that the Nasdaq closed down 2% with the Dow closing higher.\n <b>We haven’t seen this type of data since the dotcom crash. It’s a very rare event which historically coincides with a longer-term rotation out of technology stocks. That’s a very encouraging signal for value stocks.</b>In this regard, we like the EWU ETF. It’s a wonderful basket of stocks because it’s full of financials and world class names like BP, Rio Tinto or Glencore. Officially, it’s called the United Kingdom ETF, but it’s more like a global value ETF.\n</blockquote>\n<p><b>Does this mean that the rotation towards cyclical stocks has only just begun?</b></p>\n<blockquote>\n <b>Many investors around the world are long a portfolio of stocks that was designed for the deflationary environment of the previous decade.</b>The decade ahead of us - with all what’s ahead in terms of fiscal and monetary stimulus, populism, regulation and taxes - will push investors toward more globally value related stocks. That’s where the best returns are going to be.\n</blockquote>\n<p><b>So the previously successful «buy the dip» strategy of simply buying more tech stocks after every decline no longer works?</b></p>\n<blockquote>\n <b>The potency of dip-buying is in decay mode.</b>Global value is really starting to kick tech in the teeth, and when that happens, it wakes up what's called «real money». Keep in mind: There is fast money, mostly hedge funds which are nimble and make quick moves. In contrast, real money moves slowly. Those types of investors don’t make asset allocation decisions quickly. They base their decisions on committees and all kinds of meetings. As a result, tectonic plates are shifting beneath our feet. We’ve seen tremors after tremors where value is starting to crush growth, and now the earthquake is coming. At Bear Traps, we have a Bloomberg chat with 650 institutional investors, and I can tell just by these conversations, that the real money is starting to move.\n <b>And when the real money moves, that’s when the big quake happens.</b>\n</blockquote>\n<p><b>What kind of dislocations will this cause?</b></p>\n<blockquote>\n <b>Tech will probably be down 30 to 40% sometime between now and the end of October.</b>Today, the market cap of the Nasdaq 100 is close to $12 trillion, but most large-cap tech stocks are unchanged since July last year, while commodity and value-related equities are up 20 to 50%. In the US, if you talk to a hundred high-net-worth families, every one of those families owns Apple, Google, Facebook and Amazon. But look what’s happening: Amazon’s stock is flat since the 4th of July 2020. That's $1.5 trillion of dead money. Last Friday, Amazon failed at the 200-day moving average again.\n <b>This is like Mike Tyson getting defeated by Buster Douglas, one of the greatest upsets in sports history. This psychology is moving through the market, pushing the capital migration process into value and commodity plays.</b>\n</blockquote>\n<p><b>However, investments in commodities are mostly not compliant with the trend towards ESG standards; especially when it comes to CO2 emissions.</b></p>\n<blockquote>\n <b>The best ESG trade on the board is nuclear power. The largest uranium company in the US is Cameco with a $7 market cap.</b>Think about that relative to Elon Musk’s net worth! I support the Green New Deal, but this needs time, because solar and wind are still too far away to produce the amount of energy needed around the world, especially in India and China. The only way to meet that demand is through nuclear power. Uranium is coming out of a ten-year bear market, and it’s going into a massive new bull market. All the contracts between power plants and uranium producers are going to be adjusted. That’s why we like the URA ETF which owns companies like Cameco. I see some of these companies as six baggers: 500% upside potential and 30 to 40% downside risk, because uranium is still a risky commodity.\n</blockquote>\n<p><b>In our&nbsp;last conversation, you recommended investments in the energy sector. Since then, names such as Chevron, Royal Dutch Shell or Exxon Mobil have advanced 25 to 60%. What do you advise investors to do now?</b></p>\n<blockquote>\n <b>For now, we’ve cut our energy book:</b>We’ve sold half of our shares in Chevron, and we’ve sold two thirds of our positions in Exxon Mobil and in the XLE ETF. What happens when you get into the fourth, fifth and sixth innings of a commodity cycle, tertiary sectors like metallurgical coal become more attractive. Sure, met coal, also known as coking coal, is not ESG friendly, but there is no way around it for steel production and hence the construction of skyscrapers, bridges and things like that. So coming into this infrastructure boom all around the world, coal has plenty of upside. That’s why we own names like Arch Resources and Peabody Energy. They’re low-leveraged, and really cheap, once again, on a risk/reward basis.\n</blockquote>\n<p><b>What are the biggest dangers to watch out for in the coming weeks and months?</b></p>\n<blockquote>\n <b>One spot to watch are all these forbearance deals in commercial real estate.</b>When we come out of Covid and the vaccines and the stimulus money are juicing through the economy, the market will be forcing the release of the forbearance on a lot of these loans. So if people don’t come back fast enough to the cities, these commercial real estate loans are going to get reset. This would mean some big defaults, and the banks own a lot of these loans. Also, a lot of leveraged loans are really rich. And then, there is potentially a fiscal cliff:\n <b>The sustainability of the $1.9 trillion stimulus package isn’t that great because a lot of it is just transfer payments replacing lost income for people staying at home. That’s why the US needs a second stimulus bill. If we don’t get a second bill, we are going to have a problem in about a year from now.</b>\n</blockquote>","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>Larry McDonald Warns \"The Big [Market] Quake Is Coming\"</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\">\nLarry McDonald Warns \"The Big [Market] Quake Is Coming\"\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-16 20:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.zerohedge.com/markets/larry-mcdonald-warns-big-market-quake-coming><strong>zerohedge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The mood is testy. Yields on Treasuries are rising, the dollar is trending stronger, and major tech stocks are under pressure. Accordingly, tensions are high when the Federal Reserve decides on the ...</p>\n\n<a href=\"https://www.zerohedge.com/markets/larry-mcdonald-warns-big-market-quake-coming\">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","SPY":"标普500ETF",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://www.zerohedge.com/markets/larry-mcdonald-warns-big-market-quake-coming","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121564086","content_text":"The mood is testy. Yields on Treasuries are rising, the dollar is trending stronger, and major tech stocks are under pressure. Accordingly, tensions are high when the Federal Reserve decides on the future course of its monetary policy this Wednesday.\n«The Fed has its back against the wall,»says Larry McDonald during a conversation via Zoom. The internationally renowned macro strategist and former senior trader at Lehman Brothers warns that the Federal Reserve has little time to mitigate the explosive situation in the bond and currency markets. Otherwise, he says, the global economy is at risk of another crisis.\nSince last spring, the founder of the independent investment advisor The Bear Traps Report has been recommending investments in the commodity sector, where he believes a new super cycle has begun. He reiterated his recommendation during his last conversation with The Market in late 2020. Today, his call for a big reflation trade has become the consensus on Wall Street.\nIn this new interview with The Market/NZZ, which has been edited and condensed for clarity, Larry McDonald tells why he expects the Federal Reserve to resort to yield curve control fairly soon and what that will mean for gold and silver. He also explains why the rotation into commodities and value stocks is only just beginning and where he currently sees the best opportunities for investments.\nAfter the turmoil of the past few weeks, all eyes are on the Federal Reserve. What can investors expect from Wednesday's Fed meeting?\n\nWe’re at a point where the market is moving way ahead of the Federal Reserve.The Fed is on «outcome-based guidance», but the beast, that serpent in the market, wants more than that. Basically, the market is saying: «The US economy is going to grow 6 or 7% this year, and that will force you to taper in Q3 or Q4.» As investors are pricing in a tapering of the Fed’s asset purchases, financial conditions are tightening; especially in emerging markets, where spreads on credit default swaps are rising. So far, financial conditions are nowhere near extremely dangerous levels. But the problem is everybody thinks we’re in a similar situation as back in 2018.\n\nWhat do you mean by that?\n\n Once again, the Fed is playing «Tough Guy»: The market demands a policy pivot, but the Fed is trying to hold on to its path, essentially signaling to investors: «No way, relax». We had a similar set-up in 2013, 2016 and 2018. These were the three most significant monetary policy shifts where market pressures broke the Fed's desired policy path.\n The problem is that back then the Fed had far more rope to play Tough Guy since the economy was stronger. In 2018 for instance, the US economy was creating hundreds of thousands of jobs a month. In contrast, today’s employment-to-population ratio is 3.5 percentage points below January 2020 levels. This means 13 million Americans are outside the labor force. To get back to pre-pandemic levels, the economy has to create more than 540,000 jobs a month for two years.\n\nSo what does this mean for this week's Fed meeting?\n\nThe Fed is planet earth’s central bank. Every time they tried to play Tough Guy, they’ve blown up the global economy.This time, the Fed's Tough Guy window is much smaller. In 2018 or 2013 that window was nine to ten months. Now, it’s like two months because the economy is so weak. If they let financial conditions tighten further, they risk a major default cycle.\n The negative multiplier effect of a stronger dollar is much higher to the world economy than the Fed anticipates. They can't afford to let the dollar rip higher, because there is so much dollar denominated debt in the world, so much trade tied to the Greenback. If they blow that up, it will just blow back to the US and force the Fed into a policy shift anyway. It’s like with an oil change at the car repair shop: You can pay now or you can pay later. That’s why the Fed has to pay now.\n\nWhy?\n\nThe Fed’s back is against the wall, all points to proactive action on March 17.They must suppress taper fears and cut these risks off, or else they blow up the global economy for the 4th time since 2013. We’re hearing that they’re already getting incoming calls from emerging market central banks right now. If Fed Chairman Jay Powell plays Tough Guy by staying with the current path, without offering further assurances of deeper, more sustainable accommodation, the beast inside the market will keep pushing him until he breaks. We will see a repeat of Q4 2018 and Q1 2019, where the Fed was forced into an utterly embarrassing pivot. One of those is enough for Powell’s legacy, he doesn’t want two.\n\nWhat kind of measures can be expected?\n\nEventually, we will get the taper, but the overwhelming point is other weapons have to come first.A Federal Reserve offering insufficient accommodation places markets in the crosshairs of a risk-off event. The first thing they will try to do is give some hard data points. For example, the US economy has to create 10 million jobs for the Fed to do anything on the balance sheet. Another way they can get out is calendar guidance, but that’s a more sophisticated weaponry. Bottom line, they should just say: «From now until the end of the year QE will continue at $120 billion a month, and we want PCE-inflation to get to between 2 and 2.5% and stay there for 24 months.» With that in place,\n all they have to do is open the door two or three inches for yield curve control, and they can contain the dollar.\n\nThe last time the Federal Reserve used yield curve control was during the time of World War II. Why would it resort to such a radical measure?\n\nHere’s the dirty little secret: Too many Treasury bonds are for sale.There aren’t enough buyers, and that will force the Fed to step in. More than $3.6 trillion of US government paper was issued in 2020 versus $2.9 trillion in the prior year. With the new $1.9 trillion fiscal package coming from Washington, issuance in 2021 is slated to rise to $4 trillion. That’s a lot more than the Fed’s Treasury purchases through QE, so the spread between QE and debt issuance gets much wider. Washington is doing so much fiscal stimulus, I’m confident that this is going to force the Fed into yield curve control by September. If that’s the case, it will pressure the dollar lower and put commodities, value stocks, global cyclicals, materials and emerging markets into rotation overdrive.\n\nHow come?\n\nYield curve control deployment is the tactical nuclear weaponry.If the Fed throws out yield curve control just as a threat, it will suppress Treasury rates and real yields will go much more negative. Over the last couple of months, the issuance has overpowered inflation expectations. Think of it as a car race: Treasury issuances were driving up yields faster than inflation expectations rose. But if the Fed starts to acknowledge that they are going to bring out new weapons like calendar guidance and yield curve control, then they’re suppressing nominal yields. So if inflation expectations continue to rise, then real yields go big negative – and that’s when gold and silver will take off. I think silver can double from here until early next year. Gold could be up 50%.\n\nHow can investors best position themselves in this environment?\n\n In terms of emerging markets, we’re\n long Chile and Brazil.In Asia, South Korea looks attractive. We also like the KWEB ETF which consists of the big Chinese tech stocks. In the commodity space, we have a position in the XME ETF which owns mainly\n copper and steel names.One of the best companies we own is Teck Resources. This stock is almost like a commodity mutual fund, because the company has exposure to copper, nickel and even energy. Another favorite is Mosaic because in a commodity cycle where you have weather problems around the world,\n agricultural plays are a good bet.\n\nWhat about precious metals?\n\nWhen it comes to precious metals, we love silver minerslike Hecla Mining. When the Fed eases its policy, the silver miners will outperform the underlying metal, and they will outperform gold because there is more leverage there.\n\nThe gold price is down more than 15% since its all-time high in August. What’s the problem?\n\nEveryone thinks it’s 2013, so taper fears are sky high for gold. But the Fed cannot repeat its mistakes.They must cap yields if they want to preserve the global economic recovery. Thus, the convexity with gold is very attractive. Every leg lower in real yields will act like a slingshot higher for gold. That’s why we love Newmont. The stock trades at 6x EBITDA with a 4% dividend yield which gives you some downside protection. And remember: The 2011-2016 commodity bust has made the balance sheet of these high quality gold mining companies a lot stronger.\n\nPresident Joe Biden has just signed off on a $1.9 trillion economic program. What are the chances of a second stimulus bill, aimed at infrastructure?\n\n It’s important to note that\n a second fiscal deal for 2021 is not a slam dunk.To pass the present $1.9 trillion stimulus bill, the Democrats used reconciliation. It’s a very special trick in US politics, because with reconciliation you don’t need 60 votes to pass a bill in the Senate. All you need is 50 votes. Yet, reconciliation has to be tied to a budget year. This means the next time the Democrats can use it is probably in the fourth quarter, late November or December, and tie it to the following year's budget. So the only way to do an infrastructure bill in the next six months is with a traditional piece of legislation.\n\nIs that even possible, given how wide the rift between Republicans and Democrats has opened in recent years?\n\n For that you need essentially ten Republicans. Right now, the centrists on the Hill, people like Mitt Romney on the Republican side or Joe Manchin on the Democrat side, are the most powerful people in Washington. They want to do an infrastructure program, but they want to finance it with tax revenue. They don’t believe in things like Modern Monetary Theory where the Fed is financing the deficit.\n So you are going to need a tax hike. And in this regard, we’re hearing they could go after some type of flat tax on the FAANGs, the big technology companies.\n\nWhat does this mean for Apple, Google, Facebook and other tech heavyweights?\n\n Keep in mind, we’re in a populist revolution:\n The risk of inequality leading to social unrest is high, and that puts pressure on politicians to pass bills to tax the rich.But a wealth tax is extremely complicated, it would take years. The simplest way to do something in terms of taxes is to tax larger companies. In the eighties, the top 100 companies in the US maintained about 45 to 50% of total profits. Today, the largest 20 companies command about 85 to 90%. In addition to that, close to 40% of the S&P 500’s market cap is related to tech. So tech is the low hanging fruit for the populists in Congress to go after.\n\nOne more reason why tech stocks remain under pressure?\n\n We run a bunch of models. For example, we look at Berkshire Hathaway’s share price versus the Nasdaq 100 or the Dow Jones Industrial versus the Nasdaq. March 8th was the second time in 2021 that the Nasdaq closed down 2% with the Dow closing higher.\n We haven’t seen this type of data since the dotcom crash. It’s a very rare event which historically coincides with a longer-term rotation out of technology stocks. That’s a very encouraging signal for value stocks.In this regard, we like the EWU ETF. It’s a wonderful basket of stocks because it’s full of financials and world class names like BP, Rio Tinto or Glencore. Officially, it’s called the United Kingdom ETF, but it’s more like a global value ETF.\n\nDoes this mean that the rotation towards cyclical stocks has only just begun?\n\nMany investors around the world are long a portfolio of stocks that was designed for the deflationary environment of the previous decade.The decade ahead of us - with all what’s ahead in terms of fiscal and monetary stimulus, populism, regulation and taxes - will push investors toward more globally value related stocks. That’s where the best returns are going to be.\n\nSo the previously successful «buy the dip» strategy of simply buying more tech stocks after every decline no longer works?\n\nThe potency of dip-buying is in decay mode.Global value is really starting to kick tech in the teeth, and when that happens, it wakes up what's called «real money». Keep in mind: There is fast money, mostly hedge funds which are nimble and make quick moves. In contrast, real money moves slowly. Those types of investors don’t make asset allocation decisions quickly. They base their decisions on committees and all kinds of meetings. As a result, tectonic plates are shifting beneath our feet. We’ve seen tremors after tremors where value is starting to crush growth, and now the earthquake is coming. At Bear Traps, we have a Bloomberg chat with 650 institutional investors, and I can tell just by these conversations, that the real money is starting to move.\n And when the real money moves, that’s when the big quake happens.\n\nWhat kind of dislocations will this cause?\n\nTech will probably be down 30 to 40% sometime between now and the end of October.Today, the market cap of the Nasdaq 100 is close to $12 trillion, but most large-cap tech stocks are unchanged since July last year, while commodity and value-related equities are up 20 to 50%. In the US, if you talk to a hundred high-net-worth families, every one of those families owns Apple, Google, Facebook and Amazon. But look what’s happening: Amazon’s stock is flat since the 4th of July 2020. That's $1.5 trillion of dead money. Last Friday, Amazon failed at the 200-day moving average again.\n This is like Mike Tyson getting defeated by Buster Douglas, one of the greatest upsets in sports history. This psychology is moving through the market, pushing the capital migration process into value and commodity plays.\n\nHowever, investments in commodities are mostly not compliant with the trend towards ESG standards; especially when it comes to CO2 emissions.\n\nThe best ESG trade on the board is nuclear power. The largest uranium company in the US is Cameco with a $7 market cap.Think about that relative to Elon Musk’s net worth! I support the Green New Deal, but this needs time, because solar and wind are still too far away to produce the amount of energy needed around the world, especially in India and China. The only way to meet that demand is through nuclear power. Uranium is coming out of a ten-year bear market, and it’s going into a massive new bull market. All the contracts between power plants and uranium producers are going to be adjusted. That’s why we like the URA ETF which owns companies like Cameco. I see some of these companies as six baggers: 500% upside potential and 30 to 40% downside risk, because uranium is still a risky commodity.\n\nIn our last conversation, you recommended investments in the energy sector. Since then, names such as Chevron, Royal Dutch Shell or Exxon Mobil have advanced 25 to 60%. What do you advise investors to do now?\n\nFor now, we’ve cut our energy book:We’ve sold half of our shares in Chevron, and we’ve sold two thirds of our positions in Exxon Mobil and in the XLE ETF. What happens when you get into the fourth, fifth and sixth innings of a commodity cycle, tertiary sectors like metallurgical coal become more attractive. Sure, met coal, also known as coking coal, is not ESG friendly, but there is no way around it for steel production and hence the construction of skyscrapers, bridges and things like that. So coming into this infrastructure boom all around the world, coal has plenty of upside. That’s why we own names like Arch Resources and Peabody Energy. They’re low-leveraged, and really cheap, once again, on a risk/reward basis.\n\nWhat are the biggest dangers to watch out for in the coming weeks and months?\n\nOne spot to watch are all these forbearance deals in commercial real estate.When we come out of Covid and the vaccines and the stimulus money are juicing through the economy, the market will be forcing the release of the forbearance on a lot of these loans. So if people don’t come back fast enough to the cities, these commercial real estate loans are going to get reset. This would mean some big defaults, and the banks own a lot of these loans. Also, a lot of leveraged loans are really rich. And then, there is potentially a fiscal cliff:\n The sustainability of the $1.9 trillion stimulus package isn’t that great because a lot of it is just transfer payments replacing lost income for people staying at home. That’s why the US needs a second stimulus bill. If we don’t get a second bill, we are going to have a problem in about a year from now.","news_type":1},"isVote":1,"tweetType":1,"viewCount":279,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}