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gamerxyj
2021-06-18
Interesting
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gamerxyj
2021-07-20
Chance to buy ?
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gamerxyj
2021-06-30
Time to go down ?
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gamerxyj
2023-01-25
Nice đ
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gamerxyj
2021-08-04
Wow
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gamerxyj
2022-10-09
Nice
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gamerxyj
2021-06-17
Crash !
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gamerxyj
2021-06-28
Good news is bad news and bad news is goodnews again ?
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gamerxyj
2021-06-24
Up down today?
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gamerxyj
2023-11-06
Sunday !! Huat ahhhh
gamerxyj
2022-12-09
Nice
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gamerxyj
2022-10-27
Wow
Meta Platforms Downgrades; ServiceNow Upgrade: Top Calls on Wall Street
gamerxyj
2022-10-23
Nice
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gamerxyj
2021-09-22
Looking good
gamerxyj
2021-07-30
Buy ?
gamerxyj
2021-06-12
Nice ?
Donât be fooled â inflation is a big risk for stock market investors. Hereâs how to prepare
gamerxyj
2022-10-27
Huat
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gamerxyj
2021-09-03
500 ???
Go to Tiger App to see more news
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","listText":"A good November for Hong Kong !! ","text":"A good November for Hong Kong !!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/236845405769816","isVote":1,"tweetType":1,"viewCount":534,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":236480893988976,"gmtCreate":1698770309791,"gmtModify":1698770313792,"author":{"id":"3555000456336821","authorId":"3555000456336821","name":"gamerxyj","avatar":"https://static.tigerbbs.com/8ca581741e24428089f21c4e11ff275c","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555000456336821","authorIdStr":"3555000456336821"},"themes":[],"htmlText":"A sweet November Ahead !","listText":"A sweet November Ahead !","text":"A sweet November Ahead !","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/236480893988976","isVote":1,"tweetType":1,"viewCount":748,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":236481435389992,"gmtCreate":1698770263746,"gmtModify":1698770266764,"author":{"id":"3555000456336821","authorId":"3555000456336821","name":"gamerxyj","avatar":"https://static.tigerbbs.com/8ca581741e24428089f21c4e11ff275c","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555000456336821","authorIdStr":"3555000456336821"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/236481435389992","repostId":"234641357262864","repostType":1,"repost":{"id":234641357262864,"gmtCreate":1698311576543,"gmtModify":1698655637693,"author":{"id":"3527667667103859","authorId":"3527667667103859","name":"TigerEvents","avatar":"https://community-static.tradeup.com/news/c266ef25181ace18bec1262357bbe1a8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667667103859","authorIdStr":"3527667667103859"},"themes":[],"title":"Join Tiger's Halloween Fun! 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Been waiting and waiting ","listText":"When HSI Rally ?? Been waiting and waiting ","text":"When HSI Rally ?? Been waiting and waiting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/236408756789312","isVote":1,"tweetType":1,"viewCount":384,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":234363589214248,"gmtCreate":1698257178391,"gmtModify":1698257182413,"author":{"id":"3555000456336821","authorId":"3555000456336821","name":"gamerxyj","avatar":"https://static.tigerbbs.com/8ca581741e24428089f21c4e11ff275c","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555000456336821","authorIdStr":"3555000456336821"},"themes":[],"htmlText":"Time to buy HSI ??? Year end rally ! ","listText":"Time to buy HSI ??? Year end rally ! ","text":"Time to buy HSI ??? 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Ideaya is a clinical-stage oncology company focused on synthetic lethality, a "powerful therapeutic concept garnering significant attention from biotech/pharma in recent years," Nochomovitz tells investors in a research note.</li><li>Needham analyst Gil Blum initiated coverage of <b>Arcellx</b> (ACLX) with a Buy rating and $31 price target. Arcellx's lead program and main value driver is CART-ddBCMA, an autologous CAR-T therapy for treatment of relapsed or refractory multiple myeloma, Blum tells investors in a research note.</li><li>B. Riley analyst Matthew Key initiated coverage of <b>5E Advanced Metals</b> (FEAM) with a Buy rating and $20 price target, which implies roughly 75% potential upside.</li><li>JPMorgan analyst Brian Cheng initiated coverage of <b>Roivant Sciences</b> (ROIV) with an Overweight rating and $7 price target. The analyst believes the company is attractively positioned with a solid support to valuation from Dermavant's Vtama sales in plaque psoriasis and potentially in atopic dermatitis.</li></ul></body></html>","source":"lsy1649979459173","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>Meta Platforms Downgrades; ServiceNow Upgrade: Top Calls on Wall Street</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\">\nMeta Platforms Downgrades; ServiceNow Upgrade: Top Calls on Wall Street\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-27 22:13 GMT+8 <a href=https://thefly.com/landingPageNews.php?id=3604229&headline=NOW;MSFT;TER;PDD;RNST;MEDP;META;STX;VFC;TMO;SLAB;MRCY;IDYA;ACLX;FEAM;ROIV-Street-Wrap-Todays-Top--Upgrades-Downgrades-Initiations><strong>The Fly</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Top 5 Upgrades:MoffettNathanson analyst Sterling Auty upgraded ServiceNow (NOW) to Outperform from Market Perform with a $549 price target following a report he calls \"a welcome change\" after the ...</p>\n\n<a href=\"https://thefly.com/landingPageNews.php?id=3604229&headline=NOW;MSFT;TER;PDD;RNST;MEDP;META;STX;VFC;TMO;SLAB;MRCY;IDYA;ACLX;FEAM;ROIV-Street-Wrap-Todays-Top--Upgrades-Downgrades-Initiations\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"FEAM":"5E Advanced Materials Inc","PDD":"ćźĺ¤ĺ¤","MEDP":"Medpace Holdings Inc.","TER":"ćł°çčžž","STX":"ĺ¸ćˇç§ć","RNST":"Renasant Corporation","SLAB":"čŻç§ĺŽéŞĺŽ¤","NOW":"ServiceNow","IDYA":"IDEAYA Biosciences","VFC":"ĺ¨ĺŻéĺ˘","MRCY":"Mercury Systems Inc","TMO":"čľéťéŁä¸ĺ°","ACLX":"ARCELLX, INC.","META":"Meta Platforms, Inc.","ROIV":"Roivant Sciences Ltd."},"source_url":"https://thefly.com/landingPageNews.php?id=3604229&headline=NOW;MSFT;TER;PDD;RNST;MEDP;META;STX;VFC;TMO;SLAB;MRCY;IDYA;ACLX;FEAM;ROIV-Street-Wrap-Todays-Top--Upgrades-Downgrades-Initiations","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1182334257","content_text":"Top 5 Upgrades:MoffettNathanson analyst Sterling Auty upgraded ServiceNow (NOW) to Outperform from Market Perform with a $549 price target following a report he calls \"a welcome change\" after the disappointing results from Microsoft (MSFT).Craig-Hallum analyst Christian Schwab upgraded Teradyne (TER) to Buy from Hold with a $120 price target following the company's better results. The analyst notes the company saw semi test demand hold up better than originally feared and outperformed on its supply chain during the quarter.Barclays analyst Jiong Shao upgraded Pinduoduo (PDD) to Overweight from Equal Weight with a price target of $70, up from $66. Despite the fact that Pinduoduo \"provides quite limited disclosures,\" its recent progress in adding more brands to its platform in China is impressive, Shao told investors in a research note.Raymond James analyst Michael Rose upgraded Renasant (RNST) to Outperform from Market Perform with a $41 price target. Renasant's third quarter results exceeded expectations on a core basis, and Rose's now positive bias fits the view that the company/stock reflects its conservative lending culture and expectations for better than peer through the cycle loss content, strong low-cost core deposit base that should result in lower costs/betas than most peers/the industry, solid capital position, and strong loan loss reserves.UBS analyst John Sourbeer upgraded Medpace (MEDP) to Neutral from Sell with a price target of $238, up from $142. The analyst cites the company's third quarter earnings beat as it delivered upside against his negative outlook in spite of the outsized biotech exposure and the overall biopharma funding pressures.Top 5 Downgrades:Morgan Stanley analyst Brian Nowak downgraded Meta Platforms (META) to Equal Weight from Overweight with a price target of $105, down from $205, following quarterly results. The analyst Meta's \"latest results and forward capex guidance are thesis changing and likely to weigh on the shares for some period.\" Cowen and KeyBanc also downgraded Meta Platforms to Neutral-equivalent ratings.UBS analyst Timothy Arcuri downgraded Seagate (STX) to Neutral from Buy with a price target of $55, down from $85. The charge by the U.S. Commerce Department that the company shipped product to customers on the Entity List creates \"too much potential risk,\" the analyst tells investors in a research note.JPMorgan analyst Matthew Boss downgraded VF Corp. (VFC) to Underweight from Neutral with a $29 price target. The company reported \"mixed\" second quarter results and a second half of the year guidance cut, Boss tells investors in a research note.Benchmark analyst Robert Wasserman downgraded Thermo Fisher (TMO) to Hold from Buy with no price target. The analyst notes the company reported better-than-expected earnings for Q3, but says concerns over lower sales in Europe due to foreign exchange and other factors puts a damper on 2023 forecasts.Needham analyst Rajvindra Gill downgraded Silicon Labs (SLAB) to Hold from Buy without a price target on slowing consumer demand concerns.Top 5 Initiations:Raymond James analyst Brian Gesuale initiated coverage of Mercury Systems (MRCY) with an Outperform rating and $55 price target. Mercury is the leading platform-agnostic provider of trusted computing and processing solutions used in national defense/aviation systems, Gesuale tells investors in a research note.Citi analyst Yigal Nochomovitz initiated coverage of Ideaya Biosciences (IDYA) with a Buy rating and $26 price target. Ideaya is a clinical-stage oncology company focused on synthetic lethality, a \"powerful therapeutic concept garnering significant attention from biotech/pharma in recent years,\" Nochomovitz tells investors in a research note.Needham analyst Gil Blum initiated coverage of Arcellx (ACLX) with a Buy rating and $31 price target. Arcellx's lead program and main value driver is CART-ddBCMA, an autologous CAR-T therapy for treatment of relapsed or refractory multiple myeloma, Blum tells investors in a research note.B. Riley analyst Matthew Key initiated coverage of 5E Advanced Metals (FEAM) with a Buy rating and $20 price target, which implies roughly 75% potential upside.JPMorgan analyst Brian Cheng initiated coverage of Roivant Sciences (ROIV) with an Overweight rating and $7 price target. The analyst believes the company is attractively positioned with a solid support to valuation from Dermavant's Vtama sales in plaque psoriasis and potentially in atopic dermatitis.","news_type":1},"isVote":1,"tweetType":1,"viewCount":45,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9981289900,"gmtCreate":1666515512500,"gmtModify":1676537764687,"author":{"id":"3555000456336821","authorId":"3555000456336821","name":"gamerxyj","avatar":"https://static.tigerbbs.com/8ca581741e24428089f21c4e11ff275c","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555000456336821","authorIdStr":"3555000456336821"},"themes":[],"htmlText":"Nice ","listText":"Nice ","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9981289900","repostId":"2277255340","repostType":4,"isVote":1,"tweetType":1,"viewCount":185,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":869261922,"gmtCreate":1632293995466,"gmtModify":1676530745035,"author":{"id":"3555000456336821","authorId":"3555000456336821","name":"gamerxyj","avatar":"https://static.tigerbbs.com/8ca581741e24428089f21c4e11ff275c","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555000456336821","authorIdStr":"3555000456336821"},"themes":[],"htmlText":"Looking good","listText":"Looking good","text":"Looking good","images":[{"img":"https://static.tigerbbs.com/422ec13feedf95542c008ecc33de7af3","width":"1125","height":"2003"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/869261922","isVote":1,"tweetType":1,"viewCount":34,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":806639769,"gmtCreate":1627652823851,"gmtModify":1703494160485,"author":{"id":"3555000456336821","authorId":"3555000456336821","name":"gamerxyj","avatar":"https://static.tigerbbs.com/8ca581741e24428089f21c4e11ff275c","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555000456336821","authorIdStr":"3555000456336821"},"themes":[],"htmlText":"Buy ? ","listText":"Buy ? ","text":"Buy ?","images":[{"img":"https://static.tigerbbs.com/46b5586f6f37532d5745fc6663ad65ff","width":"1125","height":"2003"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/806639769","isVote":1,"tweetType":1,"viewCount":20,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":186212571,"gmtCreate":1623501229093,"gmtModify":1704205191068,"author":{"id":"3555000456336821","authorId":"3555000456336821","name":"gamerxyj","avatar":"https://static.tigerbbs.com/8ca581741e24428089f21c4e11ff275c","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555000456336821","authorIdStr":"3555000456336821"},"themes":[],"htmlText":"Nice ?","listText":"Nice ?","text":"Nice ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/186212571","repostId":"1118102755","repostType":4,"repost":{"id":"1118102755","pubTimestamp":1623469189,"share":"https://ttm.financial/m/news/1118102755?lang=&edition=fundamental","pubTime":"2021-06-12 11:39","market":"us","language":"en","title":"Donât be fooled â inflation is a big risk for stock market investors. Hereâs how to prepare","url":"https://stock-news.laohu8.com/highlight/detail?id=1118102755","media":"MarketWatch","summary":"Michael Brush advises on how you can avoid making mistakes as bond yields rise and the central bank ","content":"<blockquote>\n <b>Michael Brush advises on how you can avoid making mistakes as bond yields rise and the central bank reduces its stimulus.</b>\n</blockquote>\n<p>Donât be fooled by the placid response to the highest inflation rate in over a decade. Inflation will remain elevated enough to shake up the stock market, possibly causing a selloff as much as 15%. You need to prepare now.</p>\n<p>The reason: Persistently high inflation will move the 10-year Treasury yield to 2% and get the Federal Reserve to start tapering its stimulus by the end of the year. Both will rattle the stock market.</p>\n<p>The government said June 10 that the cost of living surged in May and drove the pace of inflation to a 13-year high of 5%.</p>\n<p>What should you do? Probably the opposite of what you are thinking. Before we get to that, here is a look at the two key events for stocks â in the bond market and at the Fed â between today and the end of the year.</p>\n<p><b>Rising yields</b></p>\n<p>Remember how the stock market freaked out earlier this year when the 10-year Treasury yield TMUBMUSD10Y,1.452% moved up to around 1.7%? Well, expect a repeat. Only worse.</p>\n<p>âWe suspect that inflation in the U.S. will prove more persistent than investors currently appear to anticipate,â says Capital Economics economist Franziska Palmas, citing the tight labor market and wage growth. Her research group puts the 10-year yield at 2.25% by the end of this year, and 2.5% by the end of 2022.</p>\n<p>Thatâll be a big move from the current level of 1.5%. Stock investors tend to panic when interest rates rise a lot.</p>\n<p><b>Fed tapering</b></p>\n<p>Fed Chairman Jerome Powell has downplayed the need for tapering the central bankâs bond purchases to keep yields low. But half of the 12 members of the Federal Open Market Committee (FOMC) have recently said theyâre ready to start talking about tapering. The FOMC is the Fed branch that sets monetary policy.</p>\n<p>âIt will be increasingly hard for Powell to claim the economy needs to make âsubstantial further progressâ toward achieving maximum employment before the Fed starts talking about talking about tapering,â says Ed Yardeni, author of Predicting the Markets and head of Yardeni Research. Powell has repeatedly said the Fed is awaiting âsubstantial further progressâ in the economy before terminating its stimulus.</p>\n<p>âGiven the performance of the economy, it is reasonable to expect they will start to taper before end of year, and a few months later they will start to raise the federal funds rate,â predicts Yardeni.</p>\n<p>He thinks the Fed will announce a decision to start tapering in its July meeting. Tapering refers to a reduction in bond purchases by the Fed. This tightens the money supply to put the brakes on growth. Once purchases go to zero, the Fed moves on to cutting rates.</p>\n<p>As we know, tapering causes a âtaper tantrumâ in the stock market, meaning a sharp selloff in indices like the S&P 500 SPX,+0.19%, the Dow Jones Industrial Average DJIA,+0.04% and Nasdaq COMP,+0.35%.</p>\n<p><b>How to prepare</b></p>\n<p>When considering how to position for the probable selloff caused by rising bond yields and Fed tightening, the key things to remember is why these things are happening in the first place, and what history tells us about how stocks behave.</p>\n<p>The consensus view is that tapering and rising bond yields kill off economic growth and the bull market in stocks. But this isnât actually true.</p>\n<p>Yes, initially, tightening can make stocks fall â or churn sideways, at best. But then stocks shake it off and move higher as the bull market continues. This makes sense, because the tightening is happening for good reasons that help companies â strong economic growth. This pushes earnings a lot higher, which resets valuations lower â back down to levels investors feel comfortable with.</p>\n<p>âTapering is part and parcel of a recovery,â says Leuthold market strategist Jim Paulsen. âIt is a response to successful policy and a rebound in the economy. It is a natural part of the bull market that allows the market to go higher. Itâs a healthy development.â</p>\n<p>Looking through all the market fireworks that may lie ahead, Paulsen thinks underlying economic growth will push S&P 500 earnings up to $220 by the end of the year. Assuming the S&P 500 is at current levels or a little bit lower, that would bring the indexâs price-to-earnings (P/E) ratio down to 18-19 â which is near or below the average since 1990. âThat sets up the next leg of the bull market,â he says.</p>\n<p><b>Your five-point game plan</b></p>\n<p><b>1. Do not go to âdefensivesâ</b></p>\n<p>When people see stock market turbulence, the knee-jerk reaction is to go for the âstabilityâ of defensive names like utilities and consumer staples. But that would be a mistake. You want to go to defensives when the economy is slowing or contracting, not when it is strong. Another problem is that defensive names pay yield. So, like bonds, they get hit by rising interest rates, which devalue dividends â and dividend-paying stocks and bonds.</p>\n<p>âThe best way to protect yourself is to tie your portfolio to the overheated economy. That is where the best profit growth and profit leverage is,â says Paulsen. âYou do not get that with defensives.â</p>\n<p><b>2. Go with companies that benefit from growth</b></p>\n<p>Since rapid economic growth is causing the tapering â and the growth is usually not killed off by tightening â stocks linked to growth typically are the best place to be. This means cyclicals like industrials, basic materials consumer names, small-caps and international stocks. âSlower growth consumer staples and utilities wonât keep up with growth areas of the market,â says Paulsen.</p>\n<p>I first suggested Lindblad Expeditions LIND,+0.17% and Cardlytics CDLX,+4.54% and in my stock letter, Brush Up on Stocks (the link to my site is in the bio, below) in September 2020 and November 2019. I still like and own both even though they are up 48% and 157% â or two to four times the S&P 500. Recent insider buying confirms they are buys and holds around current levels. Plus, both are cyclical names. Cardlytics helps credit card companies understand customer buying patterns for marketing purposes. Lindblad offers specialized cruise adventures to exotic locales. Both benefit from economic growth that powers more consumer spending.</p>\n<p><b>3. Do not get out of stocks</b></p>\n<p>If you think a selloff is coming, it might be tempting to try to get out of stocks right before that, to buy back after the weakness happens. But this is a lot harder than you think. In fact, it is almost impossible to get the timing right, say market veterans.</p>\n<p>âYou have to make two smart decisions,â says Yardeni. âYou have to get out just before the correction and then you have to decide when to get back in. I donât know of too many people that can do that consistently.â</p>\n<p>Market timers often get out and donât get back in, and they miss the next leg up. âYou can get yourself into trouble trying to avoid the correction,â says Paulsen.</p>\n<p><b>4. Do not own bonds</b></p>\n<p>Bond yields will be 2% or higher by the end of year. So donât own bonds, whose prices fall when yields rise â unless you simply plan to hold to maturity to collect the income.</p>\n<p><b>5. Go with financials</b></p>\n<p>Strong economies typically make the yield curve more upward sloping, meaning that long-term interest rates on 10-year Treasuries rise a lot faster than short-term interest rates. Since banks borrow at the short end and lend at the long end, steepening yield curves help them.</p>\n<p>The strong economy will also help banks release reserves and lower provisions for loan losses, both of which can boost earnings, points out Yardeni. Both JPMorgan Chase JPM,-0.07% and Bank of America BAC,+0.41% are up over twice as much as the S&P 500 since I suggested them in my stock letter last August. But they still look attractive. Recent pattern buying by smart insiders among smaller banks confirms the sector is still one to own, despite the strength over the past few quarters.</p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Donât be fooled â inflation is a big risk for stock market investors. Hereâs how to prepare </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\">\nDonât be fooled â inflation is a big risk for stock market investors. Hereâs how to prepare \n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-12 11:39 GMT+8 <a href=https://www.marketwatch.com/story/dont-be-fooled-inflation-is-a-big-risk-for-stock-market-investors-heres-how-to-prepare-11623421036?siteid=yhoof2><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Michael Brush advises on how you can avoid making mistakes as bond yields rise and the central bank reduces its stimulus.\n\nDonât be fooled by the placid response to the highest inflation rate in over ...</p>\n\n<a href=\"https://www.marketwatch.com/story/dont-be-fooled-inflation-is-a-big-risk-for-stock-market-investors-heres-how-to-prepare-11623421036?siteid=yhoof2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"ć ćŽ500ETF",".IXIC":"NASDAQ Composite",".DJI":"éçźćŻ",".SPX":"S&P 500 Index"},"source_url":"https://www.marketwatch.com/story/dont-be-fooled-inflation-is-a-big-risk-for-stock-market-investors-heres-how-to-prepare-11623421036?siteid=yhoof2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118102755","content_text":"Michael Brush advises on how you can avoid making mistakes as bond yields rise and the central bank reduces its stimulus.\n\nDonât be fooled by the placid response to the highest inflation rate in over a decade. Inflation will remain elevated enough to shake up the stock market, possibly causing a selloff as much as 15%. You need to prepare now.\nThe reason: Persistently high inflation will move the 10-year Treasury yield to 2% and get the Federal Reserve to start tapering its stimulus by the end of the year. Both will rattle the stock market.\nThe government said June 10 that the cost of living surged in May and drove the pace of inflation to a 13-year high of 5%.\nWhat should you do? Probably the opposite of what you are thinking. Before we get to that, here is a look at the two key events for stocks â in the bond market and at the Fed â between today and the end of the year.\nRising yields\nRemember how the stock market freaked out earlier this year when the 10-year Treasury yield TMUBMUSD10Y,1.452% moved up to around 1.7%? Well, expect a repeat. Only worse.\nâWe suspect that inflation in the U.S. will prove more persistent than investors currently appear to anticipate,â says Capital Economics economist Franziska Palmas, citing the tight labor market and wage growth. Her research group puts the 10-year yield at 2.25% by the end of this year, and 2.5% by the end of 2022.\nThatâll be a big move from the current level of 1.5%. Stock investors tend to panic when interest rates rise a lot.\nFed tapering\nFed Chairman Jerome Powell has downplayed the need for tapering the central bankâs bond purchases to keep yields low. But half of the 12 members of the Federal Open Market Committee (FOMC) have recently said theyâre ready to start talking about tapering. The FOMC is the Fed branch that sets monetary policy.\nâIt will be increasingly hard for Powell to claim the economy needs to make âsubstantial further progressâ toward achieving maximum employment before the Fed starts talking about talking about tapering,â says Ed Yardeni, author of Predicting the Markets and head of Yardeni Research. Powell has repeatedly said the Fed is awaiting âsubstantial further progressâ in the economy before terminating its stimulus.\nâGiven the performance of the economy, it is reasonable to expect they will start to taper before end of year, and a few months later they will start to raise the federal funds rate,â predicts Yardeni.\nHe thinks the Fed will announce a decision to start tapering in its July meeting. Tapering refers to a reduction in bond purchases by the Fed. This tightens the money supply to put the brakes on growth. Once purchases go to zero, the Fed moves on to cutting rates.\nAs we know, tapering causes a âtaper tantrumâ in the stock market, meaning a sharp selloff in indices like the S&P 500 SPX,+0.19%, the Dow Jones Industrial Average DJIA,+0.04% and Nasdaq COMP,+0.35%.\nHow to prepare\nWhen considering how to position for the probable selloff caused by rising bond yields and Fed tightening, the key things to remember is why these things are happening in the first place, and what history tells us about how stocks behave.\nThe consensus view is that tapering and rising bond yields kill off economic growth and the bull market in stocks. But this isnât actually true.\nYes, initially, tightening can make stocks fall â or churn sideways, at best. But then stocks shake it off and move higher as the bull market continues. This makes sense, because the tightening is happening for good reasons that help companies â strong economic growth. This pushes earnings a lot higher, which resets valuations lower â back down to levels investors feel comfortable with.\nâTapering is part and parcel of a recovery,â says Leuthold market strategist Jim Paulsen. âIt is a response to successful policy and a rebound in the economy. It is a natural part of the bull market that allows the market to go higher. Itâs a healthy development.â\nLooking through all the market fireworks that may lie ahead, Paulsen thinks underlying economic growth will push S&P 500 earnings up to $220 by the end of the year. Assuming the S&P 500 is at current levels or a little bit lower, that would bring the indexâs price-to-earnings (P/E) ratio down to 18-19 â which is near or below the average since 1990. âThat sets up the next leg of the bull market,â he says.\nYour five-point game plan\n1. Do not go to âdefensivesâ\nWhen people see stock market turbulence, the knee-jerk reaction is to go for the âstabilityâ of defensive names like utilities and consumer staples. But that would be a mistake. You want to go to defensives when the economy is slowing or contracting, not when it is strong. Another problem is that defensive names pay yield. So, like bonds, they get hit by rising interest rates, which devalue dividends â and dividend-paying stocks and bonds.\nâThe best way to protect yourself is to tie your portfolio to the overheated economy. That is where the best profit growth and profit leverage is,â says Paulsen. âYou do not get that with defensives.â\n2. Go with companies that benefit from growth\nSince rapid economic growth is causing the tapering â and the growth is usually not killed off by tightening â stocks linked to growth typically are the best place to be. This means cyclicals like industrials, basic materials consumer names, small-caps and international stocks. âSlower growth consumer staples and utilities wonât keep up with growth areas of the market,â says Paulsen.\nI first suggested Lindblad Expeditions LIND,+0.17% and Cardlytics CDLX,+4.54% and in my stock letter, Brush Up on Stocks (the link to my site is in the bio, below) in September 2020 and November 2019. I still like and own both even though they are up 48% and 157% â or two to four times the S&P 500. Recent insider buying confirms they are buys and holds around current levels. Plus, both are cyclical names. Cardlytics helps credit card companies understand customer buying patterns for marketing purposes. Lindblad offers specialized cruise adventures to exotic locales. Both benefit from economic growth that powers more consumer spending.\n3. Do not get out of stocks\nIf you think a selloff is coming, it might be tempting to try to get out of stocks right before that, to buy back after the weakness happens. But this is a lot harder than you think. In fact, it is almost impossible to get the timing right, say market veterans.\nâYou have to make two smart decisions,â says Yardeni. âYou have to get out just before the correction and then you have to decide when to get back in. I donât know of too many people that can do that consistently.â\nMarket timers often get out and donât get back in, and they miss the next leg up. âYou can get yourself into trouble trying to avoid the correction,â says Paulsen.\n4. Do not own bonds\nBond yields will be 2% or higher by the end of year. So donât own bonds, whose prices fall when yields rise â unless you simply plan to hold to maturity to collect the income.\n5. Go with financials\nStrong economies typically make the yield curve more upward sloping, meaning that long-term interest rates on 10-year Treasuries rise a lot faster than short-term interest rates. Since banks borrow at the short end and lend at the long end, steepening yield curves help them.\nThe strong economy will also help banks release reserves and lower provisions for loan losses, both of which can boost earnings, points out Yardeni. Both JPMorgan Chase JPM,-0.07% and Bank of America BAC,+0.41% are up over twice as much as the S&P 500 since I suggested them in my stock letter last August. But they still look attractive. Recent pattern buying by smart insiders among smaller banks confirms the sector is still one to own, despite the strength over the past few quarters.","news_type":1},"isVote":1,"tweetType":1,"viewCount":5,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9986397019,"gmtCreate":1666883767731,"gmtModify":1676537824131,"author":{"id":"3555000456336821","authorId":"3555000456336821","name":"gamerxyj","avatar":"https://static.tigerbbs.com/8ca581741e24428089f21c4e11ff275c","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555000456336821","authorIdStr":"3555000456336821"},"themes":[],"htmlText":"Huat ","listText":"Huat ","text":"Huat","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9986397019","repostId":"2278722957","repostType":4,"isVote":1,"tweetType":1,"viewCount":91,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":815643067,"gmtCreate":1630677555159,"gmtModify":1676530374048,"author":{"id":"3555000456336821","authorId":"3555000456336821","name":"gamerxyj","avatar":"https://static.tigerbbs.com/8ca581741e24428089f21c4e11ff275c","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555000456336821","authorIdStr":"3555000456336821"},"themes":[],"htmlText":"500 ???","listText":"500 ???","text":"500 ???","images":[{"img":"https://static.tigerbbs.com/337bcf50a2ffd3cd3e4ed17e6612a850","width":"1125","height":"2482"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/815643067","isVote":1,"tweetType":1,"viewCount":31,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"lives":[]}