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Qazsyed
03-13
$Coinbase Global, Inc.(COIN)$
Qazsyed
03-13
$Coinbase Global, Inc.(COIN)$
Qazsyed
2022-07-26
$VRM 20220916 2.0 CALL$
Why?
Qazsyed
2021-06-22
$Zomedica Pharmaceuticals Corp.(ZOM)$
Tmd
Qazsyed
2021-06-08
$Bionano Genomics(BNGO)$
Finally
Qazsyed
2021-06-04
$Bionano Genomics(BNGO)$
After so long. Up you go. Have faith in you
Qazsyed
2021-06-04
$Senseonics(SENS)$
Hehehe after so longg :’)
Qazsyed
2021-06-03
$AMC Entertainment(AMC)$
Suspended...whyyy
Qazsyed
2021-05-31
$Pacific Biosciences of California(PACB)$
Up please
Qazsyed
2021-05-31
Why??
Qazsyed
2021-04-27
Nice
AMD: Start Looking Out
Qazsyed
2021-04-27
Help me like and comment please.
7 Hot Stocks to Buy Because of Soaring Sales
Qazsyed
2021-04-27
Chance?
Tesla posts record net income of $438 million, revenue surges by 74%
Qazsyed
2021-03-22
$SINGAPORE AIRLINES LTD(C6L.SI)$
Okie
Qazsyed
2021-03-17
$Bionano Genomics(BNGO)$
Smtj.
Qazsyed
2021-03-17
Nice
Exclusive: TikTok considers introducing group chat feature this year - sources
Qazsyed
2021-03-16
$Senseonics(SENS)$
When are you flying
Qazsyed
2021-03-16
Nice
Larry McDonald Warns "The Big [Market] Quake Is Coming"
Qazsyed
2021-03-12
$Histogenics(OCGN)$
Sigh
Qazsyed
2021-03-12
Oh?
Ant Group CEO Simon Hu Said to Resign, Jing to Take Position
Go to Tiger App to see more news
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href=\"https://ttm.financial/S/COIN\">$Coinbase Global, Inc.(COIN)$ </a> ","listText":"<a href=\"https://ttm.financial/S/COIN\">$Coinbase Global, Inc.(COIN)$ </a> ","text":"$Coinbase Global, Inc.(COIN)$","images":[{"img":"https://community-static.tradeup.com/news/7cadaa6fff6dda55f8b705274bb4395f","width":"1092","height":"1717"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/283953475072064","isVote":1,"tweetType":1,"viewCount":352,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":283949304311904,"gmtCreate":1710339487752,"gmtModify":1710339490866,"author":{"id":"3561592349876047","authorId":"3561592349876047","name":"Qazsyed","avatar":"https://static.tigerbbs.com/779810bb6e214d50a2ad2c29de509458","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561592349876047","authorIdStr":"3561592349876047"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/COIN\">$Coinbase Global, Inc.(COIN)$ </a> ","listText":"<a href=\"https://ttm.financial/S/COIN\">$Coinbase Global, Inc.(COIN)$ </a> ","text":"$Coinbase Global, Inc.(COIN)$","images":[{"img":"https://community-static.tradeup.com/news/5e398e1d5a6a55ec0b5e697b221309e8","width":"1290","height":"2460"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/283949304311904","isVote":1,"tweetType":1,"viewCount":407,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9909838024,"gmtCreate":1658845081668,"gmtModify":1676536216239,"author":{"id":"3561592349876047","authorId":"3561592349876047","name":"Qazsyed","avatar":"https://static.tigerbbs.com/779810bb6e214d50a2ad2c29de509458","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561592349876047","authorIdStr":"3561592349876047"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/VRM 20220916 2.0 CALL\">$VRM 20220916 2.0 CALL$</a>Why? ","listText":"<a href=\"https://ttm.financial/OPT/VRM 20220916 2.0 CALL\">$VRM 20220916 2.0 CALL$</a>Why? ","text":"$VRM 20220916 2.0 CALL$Why?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9909838024","isVote":1,"tweetType":1,"viewCount":539,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":129179764,"gmtCreate":1624367375358,"gmtModify":1703834514922,"author":{"id":"3561592349876047","authorId":"3561592349876047","name":"Qazsyed","avatar":"https://static.tigerbbs.com/779810bb6e214d50a2ad2c29de509458","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561592349876047","authorIdStr":"3561592349876047"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ZOM\">$Zomedica Pharmaceuticals Corp.(ZOM)$</a>Tmd","listText":"<a href=\"https://laohu8.com/S/ZOM\">$Zomedica Pharmaceuticals Corp.(ZOM)$</a>Tmd","text":"$Zomedica Pharmaceuticals Corp.(ZOM)$Tmd","images":[{"img":"https://static.tigerbbs.com/5f27434d46ffbe8e6198c917dc0cafea","width":"1242","height":"2151"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/129179764","isVote":1,"tweetType":1,"viewCount":877,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":117705241,"gmtCreate":1623159866983,"gmtModify":1704197334123,"author":{"id":"3561592349876047","authorId":"3561592349876047","name":"Qazsyed","avatar":"https://static.tigerbbs.com/779810bb6e214d50a2ad2c29de509458","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561592349876047","authorIdStr":"3561592349876047"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BNGO\">$Bionano Genomics(BNGO)$</a>Finally ","listText":"<a href=\"https://laohu8.com/S/BNGO\">$Bionano Genomics(BNGO)$</a>Finally ","text":"$Bionano Genomics(BNGO)$Finally","images":[{"img":"https://static.tigerbbs.com/370eca359e7fd5d1c3ff3586bd4affdc","width":"1242","height":"2151"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/117705241","isVote":1,"tweetType":1,"viewCount":479,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":116765023,"gmtCreate":1622819883962,"gmtModify":1704191927031,"author":{"id":"3561592349876047","authorId":"3561592349876047","name":"Qazsyed","avatar":"https://static.tigerbbs.com/779810bb6e214d50a2ad2c29de509458","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561592349876047","authorIdStr":"3561592349876047"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BNGO\">$Bionano Genomics(BNGO)$</a>After so long. Up you go. Have faith in you","listText":"<a href=\"https://laohu8.com/S/BNGO\">$Bionano Genomics(BNGO)$</a>After so long. Up you go. Have faith in you","text":"$Bionano Genomics(BNGO)$After so long. Up you go. Have faith in you","images":[{"img":"https://static.tigerbbs.com/0faf9bb88fafdd0ab3cde938a59d9f3c","width":"1242","height":"2151"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/116765023","isVote":1,"tweetType":1,"viewCount":689,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":116769898,"gmtCreate":1622819654214,"gmtModify":1704191918658,"author":{"id":"3561592349876047","authorId":"3561592349876047","name":"Qazsyed","avatar":"https://static.tigerbbs.com/779810bb6e214d50a2ad2c29de509458","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561592349876047","authorIdStr":"3561592349876047"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SENS\">$Senseonics(SENS)$</a>Hehehe after so longg :’)","listText":"<a href=\"https://laohu8.com/S/SENS\">$Senseonics(SENS)$</a>Hehehe after so longg :’)","text":"$Senseonics(SENS)$Hehehe after so longg :’)","images":[{"img":"https://static.tigerbbs.com/77ca78e1ca0ba1c6d1c6eb95b8bb459d","width":"1242","height":"2151"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/116769898","isVote":1,"tweetType":1,"viewCount":280,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":111301857,"gmtCreate":1622651291279,"gmtModify":1704188210282,"author":{"id":"3561592349876047","authorId":"3561592349876047","name":"Qazsyed","avatar":"https://static.tigerbbs.com/779810bb6e214d50a2ad2c29de509458","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561592349876047","authorIdStr":"3561592349876047"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>Suspended...whyyy","listText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>Suspended...whyyy","text":"$AMC Entertainment(AMC)$Suspended...whyyy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/111301857","isVote":1,"tweetType":1,"viewCount":283,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":110272849,"gmtCreate":1622465463881,"gmtModify":1704184782700,"author":{"id":"3561592349876047","authorId":"3561592349876047","name":"Qazsyed","avatar":"https://static.tigerbbs.com/779810bb6e214d50a2ad2c29de509458","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561592349876047","authorIdStr":"3561592349876047"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PACB\">$Pacific Biosciences of California(PACB)$</a>Up please","listText":"<a href=\"https://laohu8.com/S/PACB\">$Pacific Biosciences of California(PACB)$</a>Up please","text":"$Pacific Biosciences of California(PACB)$Up please","images":[{"img":"https://static.tigerbbs.com/d9217cc97a23dc4f63b18a38fbdd1884","width":"1242","height":"2151"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/110272849","isVote":1,"tweetType":1,"viewCount":608,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":110276250,"gmtCreate":1622465417570,"gmtModify":1704184781233,"author":{"id":"3561592349876047","authorId":"3561592349876047","name":"Qazsyed","avatar":"https://static.tigerbbs.com/779810bb6e214d50a2ad2c29de509458","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561592349876047","authorIdStr":"3561592349876047"},"themes":[],"htmlText":"Why??","listText":"Why??","text":"Why??","images":[{"img":"https://static.tigerbbs.com/d5f9d0dd418f009b3afcc824bbe4e126","width":"1125","height":"3068"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/110276250","isVote":1,"tweetType":1,"viewCount":360,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":377105099,"gmtCreate":1619501990411,"gmtModify":1704725019273,"author":{"id":"3561592349876047","authorId":"3561592349876047","name":"Qazsyed","avatar":"https://static.tigerbbs.com/779810bb6e214d50a2ad2c29de509458","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561592349876047","authorIdStr":"3561592349876047"},"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/377105099","repostId":"1176949477","repostType":4,"repost":{"id":"1176949477","kind":"news","pubTimestamp":1619492625,"share":"https://ttm.financial/m/news/1176949477?lang=&edition=fundamental","pubTime":"2021-04-27 11:03","market":"us","language":"en","title":"AMD: Start Looking Out","url":"https://stock-news.laohu8.com/highlight/detail?id=1176949477","media":"seekingalpha","summary":"Summary\n\nAMD will be reporting its Q1 results on April 27.\nAnalysts are estimating its revenue for t","content":"<p><b>Summary</b></p>\n<ul>\n <li>AMD will be reporting its Q1 results on April 27.</li>\n <li>Analysts are estimating its revenue for the period to come in at $3.21 billion.</li>\n <li>Investors with a long-term time horizon may want to accumulate AMD on dips.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a5f9ef8163fc71ed3fcb6638ff221da5\" tg-width=\"768\" tg-height=\"512\"><span>Photo by sefa ozel/E+ via Getty Images</span></p>\n<p>All eyes will be on AMD (AMD) when it reports its Q1 results on Tuesday. Investors would be curious to see how well its revenues grew on the back of its recently launched GPU and CPU line-ups. But in addition to tracking the chipmaker’s headline revenue figure, investors should also monitor its ASP and shipment growth figures, monitor its management's Q2 revenue guidance and track its segment revenue. These items will highlight AMD’s near-term growth prospects and are likely to impact its stock price in the near future.</p>\n<p><b>The Demand Trends</b></p>\n<p>Let me start by saying that the demand for PCs and notebooks hasn’t cooled off just yet. Many were expecting the PC demand to taper off starting with 2021, but apparently that didn’t happen. In fact, on the contrary, PC shipments have surged year on year of late. The estimates vary depending on whom you ask but they have a commonality -- PC shipments are materially up year on year. For instance, Gartner and Canalys estimate that PC shipments rose by 35% and 56% year over year during Q1, respectively. So, I think it’s needless to say that PC chip manufacturers such as AMD, are experiencing industry tailwinds, which is likely going to boost the chipmaker's Q1 results.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c00ba345e690d7f2d7d2f18e3aa551c5\" tg-width=\"640\" tg-height=\"404\"><span>(Source: BusinessQuant.com, Canalys, Gartner)</span></p>\n<p>Apart from that, AMD will be registering its first full quarter of Ryzen 5000-series desktop CPU and 6000-series GPU sales this time around. Both the product families have continually run out of stock since their general availability was announced a few months back. Interestingly, prominent computer hardware sites have actually published articles (such asthis) explaining the various means to buy these cards, before they run out of stock. This suggests that AMD is experiencing breakneck consumer demand for the said product families, which, in turn, might just catapult its computing and graphics revenue to new highs in its upcoming Q1 results.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/75d607756a1d79b09f0cae0642f12fc4\" tg-width=\"640\" tg-height=\"396\"><span>(Source: BusinessQuant.com, company filings)</span></p>\n<p>Moreover, AMD seems to be enjoying favorable demand trends in its enterprise, embedded and semi-custom business (or EESC) as well. For starters, gaming console manufacturers that use AMD chips, haven’t been able to meet the breakneck customer demandand their consoles have been flying off the shelves. That’s definitely a big plus for all the parties involved. On the data center side, AMD has continually secured new enterprise deals with its EPYC servers (like with Amazon (AMZN)). It also launched 19 new SKUs under its next-gen EPYC ‘Milan’ banner during the quarter to gain more traction amongst large enterprises such as data center operators. So, altogether, I expect its EESC sales to also rise sequentially and year over year, during Q1.</p>\n<p>I don’t have projections this time around as AMD-related supply chain channels that I regularly survey, have been low on inventories or they’ve remained out of stock. But my overall ‘guesstimate’ is that AMD’s revenue growth rate is likely to accelerate on a sequential as well as on a year-on-year basis. As far as analysts are concerned, a consensus of 28 analysts pegs AMD’s Q1 FY21 revenue at $3.21 billion– up 79.4% year over year.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/94a528fe8efdbbad2bb38a4b1d9f46e2\" tg-width=\"640\" tg-height=\"472\"><span>(Source: BusinessQuant.com, Yahoo! Finance)</span></p>\n<p>Notice that analysts are projecting its revenue growth to reach multi-year highs in Q1 and Q2. But we need not stop just there. Readers and investors should also monitor AMD management's Q2 revenue guidance in its upcoming earnings report, to see if the company's top-brass, too, is equally bullish on their near-term growth prospects.</p>\n<p><b>Volume and Price Growth</b></p>\n<p>For the uninitiated, there has been an ongoing wide-scale semiconductor shortage that has mired supply chains across the globe. It’s important to understand whether AMD is impacted by this shortage as well, how much of the demand is the company actually able to meet and at what price points is it catering to its consumer demand.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/44557ea037c80a2bab6b6e1649022bc4\" tg-width=\"640\" tg-height=\"401\"><span>(Source: BusinessQuant.com, company filings)</span></p>\n<p>I believe AMD’s shipment and ASP (or Average Selling Price) growth figures are the best metrics that stand to reveal its supply-demand situation in Q1. There are actually several scenarios that could be at play here; let’s discuss them point by point with their implications. These scenarios are:</p>\n<ol>\n <li>If AMD’s shipment growth decelerates but its ASP growth accelerates, then that would suggest that the chipmaker was supply constrained and its customers paid extra just to get their hands on limited inventory. This scenario also suggests that the chipmaker may be revenue-challenged in Q1 and perhaps in Q2 as well if its supplies don't improve soon.</li>\n <li>If AMD’s both shipment and ASP growth accelerate, then it would confirm that there’s an extraordinary consumer demand for its latest SKUs and that its customers are paying top dollar to get their hands on the newest and shiniest AMD hardware. This would imply that the chipmaker's financial growth momentum is accelerating.</li>\n <li>If AMD’s shipment growth accelerates but its ASP growth decelerates, then that would suggest that the chipmaker is meeting the heightened customer demand but is not able to monetize this demand dynamic very well.</li>\n <li>If AMD’s both ASP and shipment growth figures decelerate, then that would suggest that the chipmaker is sitting on a dud family of products. This seems least likely since we know that prices for AMD’s SKUs have risen substantially, at least in the retail market.</li>\n</ol>\n<p>Having discussed all the major scenarios, I personally expect AMD to report acceleration in its ASP and shipment growth figures during Q1. Consumers are paying top dollar for its SKUs which should ideally boost the company’s ASPs. At the same time, AMD’s latest SKUs have frequently gone out of stock during the quarter which is a good indicator of breakneck consumer demand. But that’s just my opinion. Readers should closely listen to AMD management's comments around their supply-demand situation on its upcoming earnings call, to gain a firm understanding of its sales momentum and its near-term growth trajectory.</p>\n<p><b>Final Thoughts</b></p>\n<p>Analysts are expecting AMD's revenue growth rate to accelerate to its multi-year highs and yet, the stock is down almost 15% from its January highs. This disparity in bullish analyst estimates and a lackluster stock price movement has actually made AMD a little more affordable. This is evident in AMD’s 1 year forward PS multiple, which factors in its current stock price and analyst estimates for FY21, and has dropped considerably over the recent months.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ace74881d9fb659d02c55765d40be675\" tg-width=\"635\" tg-height=\"433\"><span>Data by YCharts</span></p>\n<p>So, in light of healthy demand trends, favorable industry tailwinds, bullish analyst estimates and because of a moderation in its valuation, I’m bullish on AMD. Investors with a long-term time horizon may want to consider accumulating the chipmaker's shares on dips. Good Luck!</p>","source":"seekingalpha","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>AMD: Start Looking Out</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\">\nAMD: Start Looking Out\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-27 11:03 GMT+8 <a href=https://seekingalpha.com/article/4421357-amd-start-looking-out><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nAMD will be reporting its Q1 results on April 27.\nAnalysts are estimating its revenue for the period to come in at $3.21 billion.\nInvestors with a long-term time horizon may want to ...</p>\n\n<a href=\"https://seekingalpha.com/article/4421357-amd-start-looking-out\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"source_url":"https://seekingalpha.com/article/4421357-amd-start-looking-out","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1176949477","content_text":"Summary\n\nAMD will be reporting its Q1 results on April 27.\nAnalysts are estimating its revenue for the period to come in at $3.21 billion.\nInvestors with a long-term time horizon may want to accumulate AMD on dips.\n\nPhoto by sefa ozel/E+ via Getty Images\nAll eyes will be on AMD (AMD) when it reports its Q1 results on Tuesday. Investors would be curious to see how well its revenues grew on the back of its recently launched GPU and CPU line-ups. But in addition to tracking the chipmaker’s headline revenue figure, investors should also monitor its ASP and shipment growth figures, monitor its management's Q2 revenue guidance and track its segment revenue. These items will highlight AMD’s near-term growth prospects and are likely to impact its stock price in the near future.\nThe Demand Trends\nLet me start by saying that the demand for PCs and notebooks hasn’t cooled off just yet. Many were expecting the PC demand to taper off starting with 2021, but apparently that didn’t happen. In fact, on the contrary, PC shipments have surged year on year of late. The estimates vary depending on whom you ask but they have a commonality -- PC shipments are materially up year on year. For instance, Gartner and Canalys estimate that PC shipments rose by 35% and 56% year over year during Q1, respectively. So, I think it’s needless to say that PC chip manufacturers such as AMD, are experiencing industry tailwinds, which is likely going to boost the chipmaker's Q1 results.\n(Source: BusinessQuant.com, Canalys, Gartner)\nApart from that, AMD will be registering its first full quarter of Ryzen 5000-series desktop CPU and 6000-series GPU sales this time around. Both the product families have continually run out of stock since their general availability was announced a few months back. Interestingly, prominent computer hardware sites have actually published articles (such asthis) explaining the various means to buy these cards, before they run out of stock. This suggests that AMD is experiencing breakneck consumer demand for the said product families, which, in turn, might just catapult its computing and graphics revenue to new highs in its upcoming Q1 results.\n(Source: BusinessQuant.com, company filings)\nMoreover, AMD seems to be enjoying favorable demand trends in its enterprise, embedded and semi-custom business (or EESC) as well. For starters, gaming console manufacturers that use AMD chips, haven’t been able to meet the breakneck customer demandand their consoles have been flying off the shelves. That’s definitely a big plus for all the parties involved. On the data center side, AMD has continually secured new enterprise deals with its EPYC servers (like with Amazon (AMZN)). It also launched 19 new SKUs under its next-gen EPYC ‘Milan’ banner during the quarter to gain more traction amongst large enterprises such as data center operators. So, altogether, I expect its EESC sales to also rise sequentially and year over year, during Q1.\nI don’t have projections this time around as AMD-related supply chain channels that I regularly survey, have been low on inventories or they’ve remained out of stock. But my overall ‘guesstimate’ is that AMD’s revenue growth rate is likely to accelerate on a sequential as well as on a year-on-year basis. As far as analysts are concerned, a consensus of 28 analysts pegs AMD’s Q1 FY21 revenue at $3.21 billion– up 79.4% year over year.\n(Source: BusinessQuant.com, Yahoo! Finance)\nNotice that analysts are projecting its revenue growth to reach multi-year highs in Q1 and Q2. But we need not stop just there. Readers and investors should also monitor AMD management's Q2 revenue guidance in its upcoming earnings report, to see if the company's top-brass, too, is equally bullish on their near-term growth prospects.\nVolume and Price Growth\nFor the uninitiated, there has been an ongoing wide-scale semiconductor shortage that has mired supply chains across the globe. It’s important to understand whether AMD is impacted by this shortage as well, how much of the demand is the company actually able to meet and at what price points is it catering to its consumer demand.\n(Source: BusinessQuant.com, company filings)\nI believe AMD’s shipment and ASP (or Average Selling Price) growth figures are the best metrics that stand to reveal its supply-demand situation in Q1. There are actually several scenarios that could be at play here; let’s discuss them point by point with their implications. These scenarios are:\n\nIf AMD’s shipment growth decelerates but its ASP growth accelerates, then that would suggest that the chipmaker was supply constrained and its customers paid extra just to get their hands on limited inventory. This scenario also suggests that the chipmaker may be revenue-challenged in Q1 and perhaps in Q2 as well if its supplies don't improve soon.\nIf AMD’s both shipment and ASP growth accelerate, then it would confirm that there’s an extraordinary consumer demand for its latest SKUs and that its customers are paying top dollar to get their hands on the newest and shiniest AMD hardware. This would imply that the chipmaker's financial growth momentum is accelerating.\nIf AMD’s shipment growth accelerates but its ASP growth decelerates, then that would suggest that the chipmaker is meeting the heightened customer demand but is not able to monetize this demand dynamic very well.\nIf AMD’s both ASP and shipment growth figures decelerate, then that would suggest that the chipmaker is sitting on a dud family of products. This seems least likely since we know that prices for AMD’s SKUs have risen substantially, at least in the retail market.\n\nHaving discussed all the major scenarios, I personally expect AMD to report acceleration in its ASP and shipment growth figures during Q1. Consumers are paying top dollar for its SKUs which should ideally boost the company’s ASPs. At the same time, AMD’s latest SKUs have frequently gone out of stock during the quarter which is a good indicator of breakneck consumer demand. But that’s just my opinion. Readers should closely listen to AMD management's comments around their supply-demand situation on its upcoming earnings call, to gain a firm understanding of its sales momentum and its near-term growth trajectory.\nFinal Thoughts\nAnalysts are expecting AMD's revenue growth rate to accelerate to its multi-year highs and yet, the stock is down almost 15% from its January highs. This disparity in bullish analyst estimates and a lackluster stock price movement has actually made AMD a little more affordable. This is evident in AMD’s 1 year forward PS multiple, which factors in its current stock price and analyst estimates for FY21, and has dropped considerably over the recent months.\nData by YCharts\nSo, in light of healthy demand trends, favorable industry tailwinds, bullish analyst estimates and because of a moderation in its valuation, I’m bullish on AMD. Investors with a long-term time horizon may want to consider accumulating the chipmaker's shares on dips. Good Luck!","news_type":1},"isVote":1,"tweetType":1,"viewCount":304,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":377102866,"gmtCreate":1619501949055,"gmtModify":1704725018789,"author":{"id":"3561592349876047","authorId":"3561592349876047","name":"Qazsyed","avatar":"https://static.tigerbbs.com/779810bb6e214d50a2ad2c29de509458","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561592349876047","authorIdStr":"3561592349876047"},"themes":[],"htmlText":"Help me like and comment please.","listText":"Help me like and comment please.","text":"Help me like and comment please.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/377102866","repostId":"1155391893","repostType":4,"repost":{"id":"1155391893","kind":"news","pubTimestamp":1619492796,"share":"https://ttm.financial/m/news/1155391893?lang=&edition=fundamental","pubTime":"2021-04-27 11:06","market":"us","language":"en","title":"7 Hot Stocks to Buy Because of Soaring Sales","url":"https://stock-news.laohu8.com/highlight/detail?id=1155391893","media":"investorplace","summary":"If a company is generating revenue, that’s always a good thing. Especially as we come out of the wor","content":"<p>If a company is generating revenue, that’s always a good thing. Especially as we come out of the worst of the pandemic economy, strong sales make for hot stocks.</p><p>Sometimes it’s easy to find these companies because they’re consumer-facing and we’ve all seen and heard about them. But other stocks are succeeding selling to businesses that use them to deliver products to consumers that we never see. Some are a little of both, helping businesses and consumers make life a little more productive.</p><p>Rising revenue is a good sign that companies can grow themselves into value over time and are worth paying a premium for, since they’re demonstrating their value to their customers. There’s no hold and hope here. Plus, management of good, growing companies have proven they can manage that revenue well and keep the business growing.</p><p>The seven hot stocks with soaring sales below are great examples of this. Oh, and each has an ‘A’ grade in my Portfolio Grader.</p><ul><li><b>CrowdStrike Holdings</b>(NASDAQ:<b><u>CRWD</u></b>)</li><li><b>DR Horton</b>(NYSE:<b><u>DHI</u></b>)</li><li><b>Etsy</b>(NASDAQ:<b><u>ETSY</u></b>)</li><li><b>NIO</b>(NYSE:<b><u>NIO</u></b>)</li><li><b>Southern Copper</b>(NYSE:<b><u>SCCO</u></b>)</li><li><b>Taiwan Semiconductor</b>(NYSE:<b><u>TSM</u></b>)</li><li><b>Zoom</b>(NASDAQ:<b><u>ZM</u></b>)</li></ul><p>Hot Stocks to Buy: CrowdStrike Holdings (CRWD)<img src=\"https://static.tigerbbs.com/2837bba64a13b44ae1a27951805d7723\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\">Source: VDB Photos / Shutterstock.com</p><p>When global lockdowns become a way of life, that means most people turn to their computers, phones and television for their access to the outside world.</p><p>And that is great news for hackers. Cybersecurity has been a significant issue during the pandemic as people relied on their digital devices more than ever for access to the outside world. That made them extremely vulnerable to attacks from hackers.</p><p>Also remember it’s not just individuals that are targets. Sophisticated hackers are more interested in corporate attacks to plant ransomware, steal company data or access customer accounts.</p><p>CRWD is one of the leading cybersecurity companies in the market today, offering a number of security solutions for its customers, from corporations to cloud platforms, to server farms.</p><p>With a decade in the business and a $47 billion market cap, CRWD will be a big winner in coming quarters. It’s one of the hot stocks in this sector and it’s a bargain now as it consolidates from a big run in the past 12 months.</p><p>DR Horton (DHI)<img src=\"https://static.tigerbbs.com/ead5e40a30b376ed2e65b90987b73812\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\">Source: Casimiro PT / Shutterstock.com</p><p>It might not be a name you’re familiar with, but DHI is the largest homebuilder in the U.S. by volume, and has been for nearly a decade. That makes it one of the market’s hot stocks.</p><p>It offers four brands that encompass the broader sections of the market — starter homes, mid-priced homes, high-end homes and retirement homes.</p><p>With low interest expected to last years rather than months, U.S. home buying should continue for some time. Also in DHI’s favor is the fact that there remains more demand for homes than supply in many markets.</p><p>The stock is up 45% year to date but its current price-to-earnings ratio remains below 13x.</p><p>Hot Stocks to Buy: Etsy (ETSY)<img src=\"https://static.tigerbbs.com/bed1923e0cf4848b0e122d84d8615409\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\">Source: quietbits / Shutterstock.com</p><p>Online shopping is the only thing that has been hotter than the housing market in the past year. And that has been great news for ETSY.</p><p>What’s more, with the dislocation that came with the pandemic, many people decided to open their own shops on ETSY for extra cash or to follow their passion and see if they could turn their hobby into a real, sustaining business.</p><p>For ETSY, that all has meant more customers and more participants, which has helped take the company to the next level. And as the pandemic economy fades, ETSY has built a great foundation of buyers and sellers that will continue to drive sales as the economy picks back up.</p><p>Up 24% year to date, it has been on a wild ride but management knows how to manage the company’s growth moving forward. That makes it one of the more solid hot stocks to watch today.</p><p>NIO (NIO)<img src=\"https://static.tigerbbs.com/b6e42bd9bebfff0bdb80753ce756fb6a\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\">Source: Robert Way / Shutterstock.com</p><p>This is the flagship Chineseelectric vehicle (EV)maker. After a bumpy start, it’s growing sales and recently announced that it’s moving sales beyond its borders and into Europe, the biggest EV market right now.</p><p>As the U.S. turns up the rhetoric about China being a threat to U.S. economic, political and military interests, the more it pushes a wedge between U.S. business interests in China and vice versa. But the fact is, China has a significantly larger population with a faster growing middle class and more car buyers.</p><p>What’s more, in only a few years, China will have a bigger economy than the U.S. And if NIO is a local brand, with incentives and government pressure and inducements, it will have a huge market locked down.</p><p>In the past 12 months NIO had a stellar run and is now consolidating. It’s off 23% year to date, so it’s a good time for some risk capital.</p><p>Hot Stocks to Buy: Southern Copper (SCCO)<img src=\"https://static.tigerbbs.com/75d20a0a86cdae88b0fdae440c27e044\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\">Source: Coldmoon Photoproject/Shutterstock.com</p><p>Because copper is used in nearly every major industry, it has the nickname, “the metal with a PhD in Economics.” Copper prices are a forward-looking indicator of economic growth.</p><p>When business see that economic expansion is coming, they start to buy copper. Right now, copper prices are near 10-year highs. Granted some of this may also be the value of the U.S. dollar, since copper is priced in dollars and the stronger the dollar, the more expensive it is for non-U.S. countries to buy the metal.</p><p>But the fact is, prices are rising and that means economic growth is sure to follow. As a leading copper miner and producer, SCCO is one of the sector’s hot stocks and remain a big beneficiary of the trend.</p><p>Up just 6.5% year to date, this is a good play on an expanding global economic recovery.</p><p>Taiwan Semiconductor (TSM)<img src=\"https://static.tigerbbs.com/7b6eafb8abeb9fbe5d6edd3bed5e2706\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\">Source: Sundry Photography / Shutterstock.com</p><p>As one of the largest semiconductor foundries in the world, TSM holds a unique space in the growing demand for computer chips.</p><p>In the past, chip product was on a two- or three-year cycle when corporations would upgrade their equipment and a new generation of chips were timed to improve performance, demand would rise for chipmakers. But now, everything has a chip or ten in it. Cars have sensors and autonomous vehicles have scores of chips to process information.</p><p>Chips are in continual demand in all industries now, so chip foundries are constantly running at full capacity. Just a week ago, TSM reported thatprofits were up 19% because of chip demand. This is a big, long-term trend, especially as more chip companies contract out chipmaking to foundries like TSM.</p><p>TSM stock is up 6% year to date.</p><p>Hot Stocks to Buy: Zoom (ZM)<img src=\"https://static.tigerbbs.com/0915bcfe2b75fafe749bd504c9bdb093\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\">Source: Michael Vi / Shutterstock.com</p><p>One of the hot stocks in the past year was a relative nobody pre-pandemic. ZM was just another video teleconferencing company that was up against some of the biggest players in the tech markets.</p><p>But the thing was, the big firms weren’t really on top of what the market needs were as innovation got bogged down in corporate layers and status quo thinking. People used the video services of the big players because they had to, and it seems most of these big companies knew that.</p><p>But when the pandemic hit, smaller companies that didn’t have massive contracts with big software and networking providers needed to find video conferencing that was simple to use, cheap and reliable. ZM had been focused on the education segment and became the top choice. As a result, it was also one of the story stocks of 2020.</p><p>Now, it has become a major player in this sector and while the pandemic is ending, ZM is supplanting the competition in video conferencing contracts. ZM stock is consolidating now, down 6% year to date as investors move on to new shiny objects. But this one is still shiny and it’s still one of the hot stocks you should be paying attention to.</p>","source":"lsy1606302653667","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>7 Hot Stocks to Buy Because of Soaring Sales</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\">\n7 Hot Stocks to Buy Because of Soaring Sales\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-27 11:06 GMT+8 <a href=https://investorplace.com/2021/04/7-hot-stocks-to-buy-because-of-soaring-sales/><strong>investorplace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>If a company is generating revenue, that’s always a good thing. Especially as we come out of the worst of the pandemic economy, strong sales make for hot stocks.Sometimes it’s easy to find these ...</p>\n\n<a href=\"https://investorplace.com/2021/04/7-hot-stocks-to-buy-because-of-soaring-sales/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SCCO":"南方铜业","TSM":"台积电","ZM":"Zoom","ETSY":"Etsy, Inc.","NIO":"蔚来","CRWD":"CrowdStrike Holdings, Inc.","DHI":"霍顿房屋"},"source_url":"https://investorplace.com/2021/04/7-hot-stocks-to-buy-because-of-soaring-sales/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155391893","content_text":"If a company is generating revenue, that’s always a good thing. Especially as we come out of the worst of the pandemic economy, strong sales make for hot stocks.Sometimes it’s easy to find these companies because they’re consumer-facing and we’ve all seen and heard about them. But other stocks are succeeding selling to businesses that use them to deliver products to consumers that we never see. Some are a little of both, helping businesses and consumers make life a little more productive.Rising revenue is a good sign that companies can grow themselves into value over time and are worth paying a premium for, since they’re demonstrating their value to their customers. There’s no hold and hope here. Plus, management of good, growing companies have proven they can manage that revenue well and keep the business growing.The seven hot stocks with soaring sales below are great examples of this. Oh, and each has an ‘A’ grade in my Portfolio Grader.CrowdStrike Holdings(NASDAQ:CRWD)DR Horton(NYSE:DHI)Etsy(NASDAQ:ETSY)NIO(NYSE:NIO)Southern Copper(NYSE:SCCO)Taiwan Semiconductor(NYSE:TSM)Zoom(NASDAQ:ZM)Hot Stocks to Buy: CrowdStrike Holdings (CRWD)Source: VDB Photos / Shutterstock.comWhen global lockdowns become a way of life, that means most people turn to their computers, phones and television for their access to the outside world.And that is great news for hackers. Cybersecurity has been a significant issue during the pandemic as people relied on their digital devices more than ever for access to the outside world. That made them extremely vulnerable to attacks from hackers.Also remember it’s not just individuals that are targets. Sophisticated hackers are more interested in corporate attacks to plant ransomware, steal company data or access customer accounts.CRWD is one of the leading cybersecurity companies in the market today, offering a number of security solutions for its customers, from corporations to cloud platforms, to server farms.With a decade in the business and a $47 billion market cap, CRWD will be a big winner in coming quarters. It’s one of the hot stocks in this sector and it’s a bargain now as it consolidates from a big run in the past 12 months.DR Horton (DHI)Source: Casimiro PT / Shutterstock.comIt might not be a name you’re familiar with, but DHI is the largest homebuilder in the U.S. by volume, and has been for nearly a decade. That makes it one of the market’s hot stocks.It offers four brands that encompass the broader sections of the market — starter homes, mid-priced homes, high-end homes and retirement homes.With low interest expected to last years rather than months, U.S. home buying should continue for some time. Also in DHI’s favor is the fact that there remains more demand for homes than supply in many markets.The stock is up 45% year to date but its current price-to-earnings ratio remains below 13x.Hot Stocks to Buy: Etsy (ETSY)Source: quietbits / Shutterstock.comOnline shopping is the only thing that has been hotter than the housing market in the past year. And that has been great news for ETSY.What’s more, with the dislocation that came with the pandemic, many people decided to open their own shops on ETSY for extra cash or to follow their passion and see if they could turn their hobby into a real, sustaining business.For ETSY, that all has meant more customers and more participants, which has helped take the company to the next level. And as the pandemic economy fades, ETSY has built a great foundation of buyers and sellers that will continue to drive sales as the economy picks back up.Up 24% year to date, it has been on a wild ride but management knows how to manage the company’s growth moving forward. That makes it one of the more solid hot stocks to watch today.NIO (NIO)Source: Robert Way / Shutterstock.comThis is the flagship Chineseelectric vehicle (EV)maker. After a bumpy start, it’s growing sales and recently announced that it’s moving sales beyond its borders and into Europe, the biggest EV market right now.As the U.S. turns up the rhetoric about China being a threat to U.S. economic, political and military interests, the more it pushes a wedge between U.S. business interests in China and vice versa. But the fact is, China has a significantly larger population with a faster growing middle class and more car buyers.What’s more, in only a few years, China will have a bigger economy than the U.S. And if NIO is a local brand, with incentives and government pressure and inducements, it will have a huge market locked down.In the past 12 months NIO had a stellar run and is now consolidating. It’s off 23% year to date, so it’s a good time for some risk capital.Hot Stocks to Buy: Southern Copper (SCCO)Source: Coldmoon Photoproject/Shutterstock.comBecause copper is used in nearly every major industry, it has the nickname, “the metal with a PhD in Economics.” Copper prices are a forward-looking indicator of economic growth.When business see that economic expansion is coming, they start to buy copper. Right now, copper prices are near 10-year highs. Granted some of this may also be the value of the U.S. dollar, since copper is priced in dollars and the stronger the dollar, the more expensive it is for non-U.S. countries to buy the metal.But the fact is, prices are rising and that means economic growth is sure to follow. As a leading copper miner and producer, SCCO is one of the sector’s hot stocks and remain a big beneficiary of the trend.Up just 6.5% year to date, this is a good play on an expanding global economic recovery.Taiwan Semiconductor (TSM)Source: Sundry Photography / Shutterstock.comAs one of the largest semiconductor foundries in the world, TSM holds a unique space in the growing demand for computer chips.In the past, chip product was on a two- or three-year cycle when corporations would upgrade their equipment and a new generation of chips were timed to improve performance, demand would rise for chipmakers. But now, everything has a chip or ten in it. Cars have sensors and autonomous vehicles have scores of chips to process information.Chips are in continual demand in all industries now, so chip foundries are constantly running at full capacity. Just a week ago, TSM reported thatprofits were up 19% because of chip demand. This is a big, long-term trend, especially as more chip companies contract out chipmaking to foundries like TSM.TSM stock is up 6% year to date.Hot Stocks to Buy: Zoom (ZM)Source: Michael Vi / Shutterstock.comOne of the hot stocks in the past year was a relative nobody pre-pandemic. ZM was just another video teleconferencing company that was up against some of the biggest players in the tech markets.But the thing was, the big firms weren’t really on top of what the market needs were as innovation got bogged down in corporate layers and status quo thinking. People used the video services of the big players because they had to, and it seems most of these big companies knew that.But when the pandemic hit, smaller companies that didn’t have massive contracts with big software and networking providers needed to find video conferencing that was simple to use, cheap and reliable. ZM had been focused on the education segment and became the top choice. As a result, it was also one of the story stocks of 2020.Now, it has become a major player in this sector and while the pandemic is ending, ZM is supplanting the competition in video conferencing contracts. ZM stock is consolidating now, down 6% year to date as investors move on to new shiny objects. But this one is still shiny and it’s still one of the hot stocks you should be paying attention to.","news_type":1},"isVote":1,"tweetType":1,"viewCount":352,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":377106351,"gmtCreate":1619501898973,"gmtModify":1704725016846,"author":{"id":"3561592349876047","authorId":"3561592349876047","name":"Qazsyed","avatar":"https://static.tigerbbs.com/779810bb6e214d50a2ad2c29de509458","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561592349876047","authorIdStr":"3561592349876047"},"themes":[],"htmlText":"Chance? ","listText":"Chance? ","text":"Chance?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/377106351","repostId":"1190086074","repostType":4,"repost":{"id":"1190086074","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1619480390,"share":"https://ttm.financial/m/news/1190086074?lang=&edition=fundamental","pubTime":"2021-04-27 07:39","market":"us","language":"en","title":"Tesla posts record net income of $438 million, revenue surges by 74%","url":"https://stock-news.laohu8.com/highlight/detail?id=1190086074","media":"Tiger Newspress","summary":"Tesla reported record net income of $438 million during the quarter, as well as earnings of 93 cents per share on $10.39 billion in revenue.In its earnings release, the company said it has weathered chip shortages that have plagued the auto industry in part by “pivoting extremely quickly to new microcontrollers, while simultaneously developing firmware for new chips made by new suppliers.”On an earnings call, CEO Elon Musk said the delayed new version of the company’s Model S sedan will be deliv","content":"<p><b>KEY POINTS</b></p><ul><li>Tesla reported record net income of $438 million during the quarter, as well as earnings of 93 cents per share on $10.39 billion in revenue.</li><li>In its earnings release, the company said it has weathered chip shortages that have plagued the auto industry in part by “pivoting extremely quickly to new microcontrollers, while simultaneously developing firmware for new chips made by new suppliers.”</li><li>On an earnings call, CEO Elon Musk said the delayed new version of the company’s Model S sedan will be delivered starting in May 2021, and Model X deliveries will begin in the third quarter of the year.</li></ul><p>Tesla reported first-quarter results after the bell on Monday. The company beat expectations handily, buoyed by sales of bitcoin and regulatory credits, but the stock dipped as much as 2.5% after hours as investors digested the numbers.</p><p><img src=\"https://static.tigerbbs.com/fec5c52f391c1077b749edc13b7b3417\" tg-width=\"1302\" tg-height=\"833\" referrerpolicy=\"no-referrer\"></p><p>Here’s how the company fared in the quarter, compared with analyst estimates compiled by Refinitiv:</p><ul><li><b>Earnings:</b>93 cents per share vs. 79 cents per share expected</li><li><b>Revenue:</b>$10.39 billion vs. $10.29 billion expected, up 74% from a year ago</li></ul><p>Net profit reached a quarterly record of $438 million on a GAAP basis, and the company recorded $518 million in revenue from sales of regulatory credits during the period. It also recorded a $101 million positive impact from sales of bitcoin during the quarter.</p><p><img src=\"https://static.tigerbbs.com/107ab1e725bed375ea106bdf3024ec6a\" tg-width=\"1910\" tg-height=\"1097\" referrerpolicy=\"no-referrer\"></p><p>CEO Elon Musk’s electric vehicle business reported in the first quarter vehicle deliveries of 184,800 Model 3 and Model Y cars, beating expectations and setting a record for Tesla. However, the company also said it produced none of its higher-end Model S sedans or Model X SUVs for the period ending March. It delivered2,020 older Model S sedans and Model X SUVs from inventory.</p><p>On Monday’s earnings call, Musk said the new version of the company’s Model S sedans will finally be delivered to customers starting in May 2021, with Model X deliveries to begin in the third quarter of the year. Musk and CFO Zachary Kirkhorn both said supply chain issues are likely to remain a challenge for Tesla this year.</p><p>In January 2021 (during a fourth-quarter 2020 earnings update) Musk had said that the Model S Plaid was already in production would be delivered starting in February 2021. But he admitted on Monday, “There were more challenges than expected,” in producing the refreshed version of these vehicles. He did not elaborate.</p><p>Tesla is now aiming to produce 2,000 Model S and X vehicles per week later this year.</p><p>The company said Monday it expects more than 50% vehicle delivery growth in 2021 overall, which implies minimum deliveries around 750,000 vehicles this year.</p><p>The fact Tesla grew vehicle unit sales by more than 100% year over year but grew service centers by only 28% and its mobile service fleet by only 22% explains why some Tesla customers face frustratingly long wait times for repairs. Service expansion is not keeping pace with the volume of vehicles sold.</p><p>Tesla said it has weathered chip shortages that have plagued the auto industry in part by “pivoting extremely quickly to new microcontrollers, while simultaneously developing firmware for new chips made by new suppliers.” It did not disclose the names of its new suppliers.</p><p>It also reiterated Musk’s frequent claim that cameras, not radar, are a better path toward autonomous vehicles. “Our AI-based software architecture has been increasingly reliant on cameras, to the point where radar is becoming unnecessary earlier than expected. As a result, our FSD [Full Self-Driving] team is fully focused on evolving to a vision-based autonomous system and we are nearly ready to switch the US market to Tesla Vision,” the company said in its earnings release.</p><p>Revenue for its energy generation and storage business nearly doubled for Tesla versus the same period in 2020, when Musk said Covid, then an emerging pandemic, had slowed its energy business to a crawl. But energy revenue declined from $787 million in the fourth quarter to $595 million in the first quarter of 2021.</p><p>Recently, Tesla increased prices for its solar rooftops by 50%, and now requires anyone ordering solar photovoltaics (including Tesla solar roof tiles) to also order the Powerwall, Tesla’s home energy storage system. The sudden price change applied retroactively to some vexed customers.</p><p>Musk said on the Q1 2021 call that he is aiming for homes with solar rooftops and batteries from Tesla to function as a “giant distributed utility” that can help incumbent electrical utilities supply customers with all the electricity they need as demand and extreme weather events increase.</p><p>Executives did not say how they would change their production or mix of battery cells from suppliers in order to make a higher volume of vehicles and energy storage products in 2021.</p><p>Musk said the company’s 4680 cells, which it developed independently and makes at a pilot plant in Fremont, California, are not yet reliable enough to be shipped in Tesla vehicles. He said Tesla would probably “achieve volume production” of these cells in 12 to 18 months.</p><p>The company revealed in February it purchased $1.5 billion in bitcoin and would potentially invest in other cryptocurrencies in the future. By April, bitcoin rose to record levels before pulling back. In its statement of cash flows, Tesla revealed that it had sold $272 million worth of “digital assets,” presumably bitcoin, during the quarter.</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>Tesla posts record net income of $438 million, revenue surges by 74%</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\">\nTesla posts record net income of $438 million, revenue surges by 74%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\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\">Tiger Newspress </p>\n<p class=\"h-time\">2021-04-27 07:39</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><b>KEY POINTS</b></p><ul><li>Tesla reported record net income of $438 million during the quarter, as well as earnings of 93 cents per share on $10.39 billion in revenue.</li><li>In its earnings release, the company said it has weathered chip shortages that have plagued the auto industry in part by “pivoting extremely quickly to new microcontrollers, while simultaneously developing firmware for new chips made by new suppliers.”</li><li>On an earnings call, CEO Elon Musk said the delayed new version of the company’s Model S sedan will be delivered starting in May 2021, and Model X deliveries will begin in the third quarter of the year.</li></ul><p>Tesla reported first-quarter results after the bell on Monday. The company beat expectations handily, buoyed by sales of bitcoin and regulatory credits, but the stock dipped as much as 2.5% after hours as investors digested the numbers.</p><p><img src=\"https://static.tigerbbs.com/fec5c52f391c1077b749edc13b7b3417\" tg-width=\"1302\" tg-height=\"833\" referrerpolicy=\"no-referrer\"></p><p>Here’s how the company fared in the quarter, compared with analyst estimates compiled by Refinitiv:</p><ul><li><b>Earnings:</b>93 cents per share vs. 79 cents per share expected</li><li><b>Revenue:</b>$10.39 billion vs. $10.29 billion expected, up 74% from a year ago</li></ul><p>Net profit reached a quarterly record of $438 million on a GAAP basis, and the company recorded $518 million in revenue from sales of regulatory credits during the period. It also recorded a $101 million positive impact from sales of bitcoin during the quarter.</p><p><img src=\"https://static.tigerbbs.com/107ab1e725bed375ea106bdf3024ec6a\" tg-width=\"1910\" tg-height=\"1097\" referrerpolicy=\"no-referrer\"></p><p>CEO Elon Musk’s electric vehicle business reported in the first quarter vehicle deliveries of 184,800 Model 3 and Model Y cars, beating expectations and setting a record for Tesla. However, the company also said it produced none of its higher-end Model S sedans or Model X SUVs for the period ending March. It delivered2,020 older Model S sedans and Model X SUVs from inventory.</p><p>On Monday’s earnings call, Musk said the new version of the company’s Model S sedans will finally be delivered to customers starting in May 2021, with Model X deliveries to begin in the third quarter of the year. Musk and CFO Zachary Kirkhorn both said supply chain issues are likely to remain a challenge for Tesla this year.</p><p>In January 2021 (during a fourth-quarter 2020 earnings update) Musk had said that the Model S Plaid was already in production would be delivered starting in February 2021. But he admitted on Monday, “There were more challenges than expected,” in producing the refreshed version of these vehicles. He did not elaborate.</p><p>Tesla is now aiming to produce 2,000 Model S and X vehicles per week later this year.</p><p>The company said Monday it expects more than 50% vehicle delivery growth in 2021 overall, which implies minimum deliveries around 750,000 vehicles this year.</p><p>The fact Tesla grew vehicle unit sales by more than 100% year over year but grew service centers by only 28% and its mobile service fleet by only 22% explains why some Tesla customers face frustratingly long wait times for repairs. Service expansion is not keeping pace with the volume of vehicles sold.</p><p>Tesla said it has weathered chip shortages that have plagued the auto industry in part by “pivoting extremely quickly to new microcontrollers, while simultaneously developing firmware for new chips made by new suppliers.” It did not disclose the names of its new suppliers.</p><p>It also reiterated Musk’s frequent claim that cameras, not radar, are a better path toward autonomous vehicles. “Our AI-based software architecture has been increasingly reliant on cameras, to the point where radar is becoming unnecessary earlier than expected. As a result, our FSD [Full Self-Driving] team is fully focused on evolving to a vision-based autonomous system and we are nearly ready to switch the US market to Tesla Vision,” the company said in its earnings release.</p><p>Revenue for its energy generation and storage business nearly doubled for Tesla versus the same period in 2020, when Musk said Covid, then an emerging pandemic, had slowed its energy business to a crawl. But energy revenue declined from $787 million in the fourth quarter to $595 million in the first quarter of 2021.</p><p>Recently, Tesla increased prices for its solar rooftops by 50%, and now requires anyone ordering solar photovoltaics (including Tesla solar roof tiles) to also order the Powerwall, Tesla’s home energy storage system. The sudden price change applied retroactively to some vexed customers.</p><p>Musk said on the Q1 2021 call that he is aiming for homes with solar rooftops and batteries from Tesla to function as a “giant distributed utility” that can help incumbent electrical utilities supply customers with all the electricity they need as demand and extreme weather events increase.</p><p>Executives did not say how they would change their production or mix of battery cells from suppliers in order to make a higher volume of vehicles and energy storage products in 2021.</p><p>Musk said the company’s 4680 cells, which it developed independently and makes at a pilot plant in Fremont, California, are not yet reliable enough to be shipped in Tesla vehicles. He said Tesla would probably “achieve volume production” of these cells in 12 to 18 months.</p><p>The company revealed in February it purchased $1.5 billion in bitcoin and would potentially invest in other cryptocurrencies in the future. By April, bitcoin rose to record levels before pulling back. In its statement of cash flows, Tesla revealed that it had sold $272 million worth of “digital assets,” presumably bitcoin, during the quarter.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190086074","content_text":"KEY POINTSTesla reported record net income of $438 million during the quarter, as well as earnings of 93 cents per share on $10.39 billion in revenue.In its earnings release, the company said it has weathered chip shortages that have plagued the auto industry in part by “pivoting extremely quickly to new microcontrollers, while simultaneously developing firmware for new chips made by new suppliers.”On an earnings call, CEO Elon Musk said the delayed new version of the company’s Model S sedan will be delivered starting in May 2021, and Model X deliveries will begin in the third quarter of the year.Tesla reported first-quarter results after the bell on Monday. The company beat expectations handily, buoyed by sales of bitcoin and regulatory credits, but the stock dipped as much as 2.5% after hours as investors digested the numbers.Here’s how the company fared in the quarter, compared with analyst estimates compiled by Refinitiv:Earnings:93 cents per share vs. 79 cents per share expectedRevenue:$10.39 billion vs. $10.29 billion expected, up 74% from a year agoNet profit reached a quarterly record of $438 million on a GAAP basis, and the company recorded $518 million in revenue from sales of regulatory credits during the period. It also recorded a $101 million positive impact from sales of bitcoin during the quarter.CEO Elon Musk’s electric vehicle business reported in the first quarter vehicle deliveries of 184,800 Model 3 and Model Y cars, beating expectations and setting a record for Tesla. However, the company also said it produced none of its higher-end Model S sedans or Model X SUVs for the period ending March. It delivered2,020 older Model S sedans and Model X SUVs from inventory.On Monday’s earnings call, Musk said the new version of the company’s Model S sedans will finally be delivered to customers starting in May 2021, with Model X deliveries to begin in the third quarter of the year. Musk and CFO Zachary Kirkhorn both said supply chain issues are likely to remain a challenge for Tesla this year.In January 2021 (during a fourth-quarter 2020 earnings update) Musk had said that the Model S Plaid was already in production would be delivered starting in February 2021. But he admitted on Monday, “There were more challenges than expected,” in producing the refreshed version of these vehicles. He did not elaborate.Tesla is now aiming to produce 2,000 Model S and X vehicles per week later this year.The company said Monday it expects more than 50% vehicle delivery growth in 2021 overall, which implies minimum deliveries around 750,000 vehicles this year.The fact Tesla grew vehicle unit sales by more than 100% year over year but grew service centers by only 28% and its mobile service fleet by only 22% explains why some Tesla customers face frustratingly long wait times for repairs. Service expansion is not keeping pace with the volume of vehicles sold.Tesla said it has weathered chip shortages that have plagued the auto industry in part by “pivoting extremely quickly to new microcontrollers, while simultaneously developing firmware for new chips made by new suppliers.” It did not disclose the names of its new suppliers.It also reiterated Musk’s frequent claim that cameras, not radar, are a better path toward autonomous vehicles. “Our AI-based software architecture has been increasingly reliant on cameras, to the point where radar is becoming unnecessary earlier than expected. As a result, our FSD [Full Self-Driving] team is fully focused on evolving to a vision-based autonomous system and we are nearly ready to switch the US market to Tesla Vision,” the company said in its earnings release.Revenue for its energy generation and storage business nearly doubled for Tesla versus the same period in 2020, when Musk said Covid, then an emerging pandemic, had slowed its energy business to a crawl. But energy revenue declined from $787 million in the fourth quarter to $595 million in the first quarter of 2021.Recently, Tesla increased prices for its solar rooftops by 50%, and now requires anyone ordering solar photovoltaics (including Tesla solar roof tiles) to also order the Powerwall, Tesla’s home energy storage system. The sudden price change applied retroactively to some vexed customers.Musk said on the Q1 2021 call that he is aiming for homes with solar rooftops and batteries from Tesla to function as a “giant distributed utility” that can help incumbent electrical utilities supply customers with all the electricity they need as demand and extreme weather events increase.Executives did not say how they would change their production or mix of battery cells from suppliers in order to make a higher volume of vehicles and energy storage products in 2021.Musk said the company’s 4680 cells, which it developed independently and makes at a pilot plant in Fremont, California, are not yet reliable enough to be shipped in Tesla vehicles. He said Tesla would probably “achieve volume production” of these cells in 12 to 18 months.The company revealed in February it purchased $1.5 billion in bitcoin and would potentially invest in other cryptocurrencies in the future. By April, bitcoin rose to record levels before pulling back. In its statement of cash flows, Tesla revealed that it had sold $272 million worth of “digital assets,” presumably bitcoin, during the quarter.","news_type":1},"isVote":1,"tweetType":1,"viewCount":437,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":359546652,"gmtCreate":1616416429376,"gmtModify":1704793755778,"author":{"id":"3561592349876047","authorId":"3561592349876047","name":"Qazsyed","avatar":"https://static.tigerbbs.com/779810bb6e214d50a2ad2c29de509458","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561592349876047","authorIdStr":"3561592349876047"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/C6L.SI\">$SINGAPORE AIRLINES LTD(C6L.SI)$</a>Okie ","listText":"<a href=\"https://laohu8.com/S/C6L.SI\">$SINGAPORE AIRLINES LTD(C6L.SI)$</a>Okie ","text":"$SINGAPORE AIRLINES LTD(C6L.SI)$Okie","images":[{"img":"https://static.tigerbbs.com/4b79ba328123a417133d68f911c2572e","width":"1242","height":"2151"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":2,"link":"https://ttm.financial/post/359546652","isVote":1,"tweetType":1,"viewCount":298,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":324122345,"gmtCreate":1615976160487,"gmtModify":1704789163180,"author":{"id":"3561592349876047","authorId":"3561592349876047","name":"Qazsyed","avatar":"https://static.tigerbbs.com/779810bb6e214d50a2ad2c29de509458","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561592349876047","authorIdStr":"3561592349876047"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BNGO\">$Bionano Genomics(BNGO)$</a>Smtj. ","listText":"<a href=\"https://laohu8.com/S/BNGO\">$Bionano Genomics(BNGO)$</a>Smtj. ","text":"$Bionano Genomics(BNGO)$Smtj.","images":[{"img":"https://static.tigerbbs.com/cb8dac5e1a624d349f15c544a73968db","width":"1242","height":"2151"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/324122345","isVote":1,"tweetType":1,"viewCount":402,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":324128544,"gmtCreate":1615976054988,"gmtModify":1704789161566,"author":{"id":"3561592349876047","authorId":"3561592349876047","name":"Qazsyed","avatar":"https://static.tigerbbs.com/779810bb6e214d50a2ad2c29de509458","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561592349876047","authorIdStr":"3561592349876047"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/324128544","repostId":"2120188077","repostType":4,"repost":{"id":"2120188077","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1615974300,"share":"https://ttm.financial/m/news/2120188077?lang=&edition=fundamental","pubTime":"2021-03-17 17:45","market":"us","language":"en","title":"Exclusive: TikTok considers introducing group chat feature this year - sources","url":"https://stock-news.laohu8.com/highlight/detail?id=2120188077","media":"Reuters","summary":"SINGAPORE/BEIJING (Reuters) - Video-sharing platform TikTok may launch a group messaging feature thi","content":"<p><img src=\"https://www.streetinsider.com/images/news2/181/18138505/resize_LYNXMPEH2G0OX.jpg\" tg-width=\"200\" tg-height=\"133\" referrerpolicy=\"no-referrer\">SINGAPORE/BEIJING (Reuters) - Video-sharing platform TikTok may launch a group messaging feature this year, people with knowledge of the discussions told Reuters, putting the Chinese-owned app in more direct competition with social media rivals such as <a href=\"https://laohu8.com/S/FB\">Facebook</a>.</p><p>Group messaging is part of owner ByteDance's plan to develop TikTok into more of a \"social interactions app\", <a href=\"https://laohu8.com/S/AONE\">one</a> of the sources said. The feature has been part of the Chinese version of TikTok, Douyin, since 2019.</p><p>The sources declined to be identified as they were not authorised to speak to the media.</p><p>A group chat function would help TikTok keep users on the app longer. TikTok, which is particularly popular with teenagers and young adults, has also been expanding its livestreaming and e-commerce offerings and group chats would enable influencers to more easily connect with fans.</p><p>TikTok did not respond to a Reuters request for comment.</p><p>ByteDance had internal discussions last year about introducing the group chat feature but put many updates on hold after the app came under fire from the Trump administration and was banned in India, a second person said.</p><p>It is currently evaluating when and where it will launch group chats on TikTok, the sources said.</p><p>U.S. President Joe Biden's new administration has paused a government lawsuit that could have resulted in a de facto ban on the app's use in the United States and corporate sponsors have raced back to the service.</p><p>The White House also said last month it has taken no new \"proactive step\" related to the Trump administration's plan for TikTok's American operations to be acquired by U.S. investors.</p><p>The Trump administration had contended that TikTok poses national security concerns as the personal data of U.S. users could be obtained by China's government. TikTok, which has over 100 million users in the United States, has denied the allegation.</p><p>The group chat messaging service is likely to be unencrypted, <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the sources said.</p><p>Hany Farid, a digital forensics expert who is on Tiktok's U.S. advisory council, said he had not been notified about group chats being launched in the United States, but added the platform would need to be ready to deal with dangers that would come with expanding into social messaging.</p><p>\"If you are a site that is the size of a TikTok or a Facebook, even if it's not encrypted, you still have to worry about how am I going to moderate this material and deal with the harms.\"</p><p>(Reporting by Fanny Potkin in Singapore and Yingzhi Yang in Beijing; Additional reporting by Echo Wang and Elizabeth Culliford in New York; Editing by Kenneth Li and Edwina Gibbs)</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>Exclusive: TikTok considers introducing group chat feature this year - sources</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\">\nExclusive: TikTok considers introducing group chat feature this year - sources\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-03-17 17:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><img src=\"https://www.streetinsider.com/images/news2/181/18138505/resize_LYNXMPEH2G0OX.jpg\" tg-width=\"200\" tg-height=\"133\" referrerpolicy=\"no-referrer\">SINGAPORE/BEIJING (Reuters) - Video-sharing platform TikTok may launch a group messaging feature this year, people with knowledge of the discussions told Reuters, putting the Chinese-owned app in more direct competition with social media rivals such as <a href=\"https://laohu8.com/S/FB\">Facebook</a>.</p><p>Group messaging is part of owner ByteDance's plan to develop TikTok into more of a \"social interactions app\", <a href=\"https://laohu8.com/S/AONE\">one</a> of the sources said. The feature has been part of the Chinese version of TikTok, Douyin, since 2019.</p><p>The sources declined to be identified as they were not authorised to speak to the media.</p><p>A group chat function would help TikTok keep users on the app longer. TikTok, which is particularly popular with teenagers and young adults, has also been expanding its livestreaming and e-commerce offerings and group chats would enable influencers to more easily connect with fans.</p><p>TikTok did not respond to a Reuters request for comment.</p><p>ByteDance had internal discussions last year about introducing the group chat feature but put many updates on hold after the app came under fire from the Trump administration and was banned in India, a second person said.</p><p>It is currently evaluating when and where it will launch group chats on TikTok, the sources said.</p><p>U.S. President Joe Biden's new administration has paused a government lawsuit that could have resulted in a de facto ban on the app's use in the United States and corporate sponsors have raced back to the service.</p><p>The White House also said last month it has taken no new \"proactive step\" related to the Trump administration's plan for TikTok's American operations to be acquired by U.S. investors.</p><p>The Trump administration had contended that TikTok poses national security concerns as the personal data of U.S. users could be obtained by China's government. TikTok, which has over 100 million users in the United States, has denied the allegation.</p><p>The group chat messaging service is likely to be unencrypted, <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the sources said.</p><p>Hany Farid, a digital forensics expert who is on Tiktok's U.S. advisory council, said he had not been notified about group chats being launched in the United States, but added the platform would need to be ready to deal with dangers that would come with expanding into social messaging.</p><p>\"If you are a site that is the size of a TikTok or a Facebook, even if it's not encrypted, you still have to worry about how am I going to moderate this material and deal with the harms.\"</p><p>(Reporting by Fanny Potkin in Singapore and Yingzhi Yang in Beijing; Additional reporting by Echo Wang and Elizabeth Culliford in New York; Editing by Kenneth Li and Edwina Gibbs)</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2120188077","content_text":"SINGAPORE/BEIJING (Reuters) - Video-sharing platform TikTok may launch a group messaging feature this year, people with knowledge of the discussions told Reuters, putting the Chinese-owned app in more direct competition with social media rivals such as Facebook.Group messaging is part of owner ByteDance's plan to develop TikTok into more of a \"social interactions app\", one of the sources said. The feature has been part of the Chinese version of TikTok, Douyin, since 2019.The sources declined to be identified as they were not authorised to speak to the media.A group chat function would help TikTok keep users on the app longer. TikTok, which is particularly popular with teenagers and young adults, has also been expanding its livestreaming and e-commerce offerings and group chats would enable influencers to more easily connect with fans.TikTok did not respond to a Reuters request for comment.ByteDance had internal discussions last year about introducing the group chat feature but put many updates on hold after the app came under fire from the Trump administration and was banned in India, a second person said.It is currently evaluating when and where it will launch group chats on TikTok, the sources said.U.S. President Joe Biden's new administration has paused a government lawsuit that could have resulted in a de facto ban on the app's use in the United States and corporate sponsors have raced back to the service.The White House also said last month it has taken no new \"proactive step\" related to the Trump administration's plan for TikTok's American operations to be acquired by U.S. investors.The Trump administration had contended that TikTok poses national security concerns as the personal data of U.S. users could be obtained by China's government. TikTok, which has over 100 million users in the United States, has denied the allegation.The group chat messaging service is likely to be unencrypted, one of the sources said.Hany Farid, a digital forensics expert who is on Tiktok's U.S. advisory council, said he had not been notified about group chats being launched in the United States, but added the platform would need to be ready to deal with dangers that would come with expanding into social messaging.\"If you are a site that is the size of a TikTok or a Facebook, even if it's not encrypted, you still have to worry about how am I going to moderate this material and deal with the harms.\"(Reporting by Fanny Potkin in Singapore and Yingzhi Yang in Beijing; Additional reporting by Echo Wang and Elizabeth Culliford in New York; Editing by Kenneth Li and Edwina Gibbs)","news_type":1},"isVote":1,"tweetType":1,"viewCount":271,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3575980094521663","authorId":"3575980094521663","name":"Bluem","avatar":"https://static.tigerbbs.com/2ea0046117889d9c87b13a313a480e69","crmLevel":2,"crmLevelSwitch":0,"idStr":"3575980094521663","authorIdStr":"3575980094521663"},"content":"exciting","text":"exciting","html":"exciting"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":325534557,"gmtCreate":1615905691779,"gmtModify":1704788312550,"author":{"id":"3561592349876047","authorId":"3561592349876047","name":"Qazsyed","avatar":"https://static.tigerbbs.com/779810bb6e214d50a2ad2c29de509458","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561592349876047","authorIdStr":"3561592349876047"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SENS\">$Senseonics(SENS)$</a>When are you flying","listText":"<a href=\"https://laohu8.com/S/SENS\">$Senseonics(SENS)$</a>When are you flying","text":"$Senseonics(SENS)$When are you flying","images":[{"img":"https://static.tigerbbs.com/6dd4dd21e6f0c746e7626c884c294e38","width":"1242","height":"2151"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/325534557","isVote":1,"tweetType":1,"viewCount":694,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":325210186,"gmtCreate":1615901812145,"gmtModify":1704788178275,"author":{"id":"3561592349876047","authorId":"3561592349876047","name":"Qazsyed","avatar":"https://static.tigerbbs.com/779810bb6e214d50a2ad2c29de509458","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561592349876047","authorIdStr":"3561592349876047"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/325210186","repostId":"1121564086","repostType":4,"repost":{"id":"1121564086","kind":"news","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 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.</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&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 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 <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",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","SPY":"标普500ETF"},"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 $1.9 trillion stimulus package isn’t that great because a lot of it is just transfer payments replacing lost income for people staying at home. That’s why the US needs a second stimulus bill. If we don’t get a second bill, we are going to have a problem in about a year from now.","news_type":1},"isVote":1,"tweetType":1,"viewCount":182,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":328700399,"gmtCreate":1615557085811,"gmtModify":1704784506274,"author":{"id":"3561592349876047","authorId":"3561592349876047","name":"Qazsyed","avatar":"https://static.tigerbbs.com/779810bb6e214d50a2ad2c29de509458","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561592349876047","authorIdStr":"3561592349876047"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/OCGN\">$Histogenics(OCGN)$</a>Sigh","listText":"<a href=\"https://laohu8.com/S/OCGN\">$Histogenics(OCGN)$</a>Sigh","text":"$Histogenics(OCGN)$Sigh","images":[{"img":"https://static.tigerbbs.com/4bf0bff080be1d933c65680bb6a7cef9","width":"1242","height":"2151"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/328700399","isVote":1,"tweetType":1,"viewCount":135,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":328474725,"gmtCreate":1615556939467,"gmtModify":1704784504971,"author":{"id":"3561592349876047","authorId":"3561592349876047","name":"Qazsyed","avatar":"https://static.tigerbbs.com/779810bb6e214d50a2ad2c29de509458","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561592349876047","authorIdStr":"3561592349876047"},"themes":[],"htmlText":"Oh?","listText":"Oh?","text":"Oh?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/328474725","repostId":"2118968478","repostType":4,"repost":{"id":"2118968478","kind":"highlight","pubTimestamp":1615555578,"share":"https://ttm.financial/m/news/2118968478?lang=&edition=fundamental","pubTime":"2021-03-12 21:26","market":"us","language":"en","title":"Ant Group CEO Simon Hu Said to Resign, Jing to Take Position","url":"https://stock-news.laohu8.com/highlight/detail?id=2118968478","media":"Bloomberg","summary":"Ant Chairman Jing will take over as CEO with immediate effect\nHu took over as CEO in 2019 and resign","content":"<ul>\n <li>Ant Chairman Jing will take over as CEO with immediate effect</li>\n <li>Hu took over as CEO in 2019 and resigned for personal reasons</li>\n</ul>\n<p>Ant Group Co. Chief Executive Officer Simon Hu resigned from the company, according to a person with knowledge of the matter, as the company overhauls its business.</p>\n<p>Hu resigned for personal reasons, said the person, who asked not to be identified because the information isn’t public. Eric Jing, already Ant’s chairman, will become CEO as well effective immediately, the person said. An Ant spokesperson confirmed Hu’s resignation.</p>\n<p>Hu, who joined Alibaba Group Holding Ltd. in 2005 after working at China’s second-largest lender China Construction Bank, had built a reputation for rolling out innovations such as using data analytics to offer collateral-free financing services to small businesses and helping Alibaba beat Amazon.com Inc. to build Asia’s largest cloud business.</p>\n<p>He moved from Alibaba to Ant in November 2018 as president, and took over as CEO in December 2019.</p>\n<p>Ant has been at the center of a regulatory crackdown as China takes aim at the push of technology firms into finance. Its $35 billion initial public offering was abruptly suspended in November. China’s central bank subsequently directed the Hangzhou-based firm to turn itself into a financial holding company, a move that would subject it to capital restrictions, the need for fresh licenses and ownership scrutiny. The overhaul could slash the financial juggernaut’s valuation by about 60% from the $280 billion it was pegged at last year, Bloomberg Intelligence analyst Francis Chan has estimated.</p>\n<p>The resignation comes days after Chinese Premier Li Keqiang pledged at the National People’s Congress to expand oversight of financial technology, stamp out monopolies, and prevent the “unregulated” expansion of capital. All three of the nation’s financial watchdogs have made it their primary goal this year to curb the “reckless” push of technology firms into finance.</p>","source":"lsy1584095487587","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>Ant Group CEO Simon Hu Said to Resign, Jing to Take Position</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\">\nAnt Group CEO Simon Hu Said to Resign, Jing to Take Position\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-12 21:26 GMT+8 <a href=http://bloomberg.com/news/articles/2021-03-12/ant-group-ceo-simon-hu-said-to-resign-jing-to-take-position><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Ant Chairman Jing will take over as CEO with immediate effect\nHu took over as CEO in 2019 and resigned for personal reasons\n\nAnt Group Co. Chief Executive Officer Simon Hu resigned from the company, ...</p>\n\n<a href=\"http://bloomberg.com/news/articles/2021-03-12/ant-group-ceo-simon-hu-said-to-resign-jing-to-take-position\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴","06688":"蚂蚁集团"},"source_url":"http://bloomberg.com/news/articles/2021-03-12/ant-group-ceo-simon-hu-said-to-resign-jing-to-take-position","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2118968478","content_text":"Ant Chairman Jing will take over as CEO with immediate effect\nHu took over as CEO in 2019 and resigned for personal reasons\n\nAnt Group Co. Chief Executive Officer Simon Hu resigned from the company, according to a person with knowledge of the matter, as the company overhauls its business.\nHu resigned for personal reasons, said the person, who asked not to be identified because the information isn’t public. Eric Jing, already Ant’s chairman, will become CEO as well effective immediately, the person said. An Ant spokesperson confirmed Hu’s resignation.\nHu, who joined Alibaba Group Holding Ltd. in 2005 after working at China’s second-largest lender China Construction Bank, had built a reputation for rolling out innovations such as using data analytics to offer collateral-free financing services to small businesses and helping Alibaba beat Amazon.com Inc. to build Asia’s largest cloud business.\nHe moved from Alibaba to Ant in November 2018 as president, and took over as CEO in December 2019.\nAnt has been at the center of a regulatory crackdown as China takes aim at the push of technology firms into finance. Its $35 billion initial public offering was abruptly suspended in November. China’s central bank subsequently directed the Hangzhou-based firm to turn itself into a financial holding company, a move that would subject it to capital restrictions, the need for fresh licenses and ownership scrutiny. The overhaul could slash the financial juggernaut’s valuation by about 60% from the $280 billion it was pegged at last year, Bloomberg Intelligence analyst Francis Chan has estimated.\nThe resignation comes days after Chinese Premier Li Keqiang pledged at the National People’s Congress to expand oversight of financial technology, stamp out monopolies, and prevent the “unregulated” expansion of capital. All three of the nation’s financial watchdogs have made it their primary goal this year to curb the “reckless” push of technology firms into finance.","news_type":1},"isVote":1,"tweetType":1,"viewCount":183,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":359546652,"gmtCreate":1616416429376,"gmtModify":1704793755778,"author":{"id":"3561592349876047","authorId":"3561592349876047","name":"Qazsyed","avatar":"https://static.tigerbbs.com/779810bb6e214d50a2ad2c29de509458","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561592349876047","authorIdStr":"3561592349876047"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/C6L.SI\">$SINGAPORE AIRLINES LTD(C6L.SI)$</a>Okie ","listText":"<a href=\"https://laohu8.com/S/C6L.SI\">$SINGAPORE AIRLINES LTD(C6L.SI)$</a>Okie ","text":"$SINGAPORE AIRLINES LTD(C6L.SI)$Okie","images":[{"img":"https://static.tigerbbs.com/4b79ba328123a417133d68f911c2572e","width":"1242","height":"2151"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":2,"link":"https://ttm.financial/post/359546652","isVote":1,"tweetType":1,"viewCount":298,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":324128544,"gmtCreate":1615976054988,"gmtModify":1704789161566,"author":{"id":"3561592349876047","authorId":"3561592349876047","name":"Qazsyed","avatar":"https://static.tigerbbs.com/779810bb6e214d50a2ad2c29de509458","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561592349876047","authorIdStr":"3561592349876047"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/324128544","repostId":"2120188077","repostType":4,"repost":{"id":"2120188077","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1615974300,"share":"https://ttm.financial/m/news/2120188077?lang=&edition=fundamental","pubTime":"2021-03-17 17:45","market":"us","language":"en","title":"Exclusive: TikTok considers introducing group chat feature this year - sources","url":"https://stock-news.laohu8.com/highlight/detail?id=2120188077","media":"Reuters","summary":"SINGAPORE/BEIJING (Reuters) - Video-sharing platform TikTok may launch a group messaging feature thi","content":"<p><img src=\"https://www.streetinsider.com/images/news2/181/18138505/resize_LYNXMPEH2G0OX.jpg\" tg-width=\"200\" tg-height=\"133\" referrerpolicy=\"no-referrer\">SINGAPORE/BEIJING (Reuters) - Video-sharing platform TikTok may launch a group messaging feature this year, people with knowledge of the discussions told Reuters, putting the Chinese-owned app in more direct competition with social media rivals such as <a href=\"https://laohu8.com/S/FB\">Facebook</a>.</p><p>Group messaging is part of owner ByteDance's plan to develop TikTok into more of a \"social interactions app\", <a href=\"https://laohu8.com/S/AONE\">one</a> of the sources said. The feature has been part of the Chinese version of TikTok, Douyin, since 2019.</p><p>The sources declined to be identified as they were not authorised to speak to the media.</p><p>A group chat function would help TikTok keep users on the app longer. TikTok, which is particularly popular with teenagers and young adults, has also been expanding its livestreaming and e-commerce offerings and group chats would enable influencers to more easily connect with fans.</p><p>TikTok did not respond to a Reuters request for comment.</p><p>ByteDance had internal discussions last year about introducing the group chat feature but put many updates on hold after the app came under fire from the Trump administration and was banned in India, a second person said.</p><p>It is currently evaluating when and where it will launch group chats on TikTok, the sources said.</p><p>U.S. President Joe Biden's new administration has paused a government lawsuit that could have resulted in a de facto ban on the app's use in the United States and corporate sponsors have raced back to the service.</p><p>The White House also said last month it has taken no new \"proactive step\" related to the Trump administration's plan for TikTok's American operations to be acquired by U.S. investors.</p><p>The Trump administration had contended that TikTok poses national security concerns as the personal data of U.S. users could be obtained by China's government. TikTok, which has over 100 million users in the United States, has denied the allegation.</p><p>The group chat messaging service is likely to be unencrypted, <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the sources said.</p><p>Hany Farid, a digital forensics expert who is on Tiktok's U.S. advisory council, said he had not been notified about group chats being launched in the United States, but added the platform would need to be ready to deal with dangers that would come with expanding into social messaging.</p><p>\"If you are a site that is the size of a TikTok or a Facebook, even if it's not encrypted, you still have to worry about how am I going to moderate this material and deal with the harms.\"</p><p>(Reporting by Fanny Potkin in Singapore and Yingzhi Yang in Beijing; Additional reporting by Echo Wang and Elizabeth Culliford in New York; Editing by Kenneth Li and Edwina Gibbs)</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>Exclusive: TikTok considers introducing group chat feature this year - sources</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\">\nExclusive: TikTok considers introducing group chat feature this year - sources\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-03-17 17:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><img src=\"https://www.streetinsider.com/images/news2/181/18138505/resize_LYNXMPEH2G0OX.jpg\" tg-width=\"200\" tg-height=\"133\" referrerpolicy=\"no-referrer\">SINGAPORE/BEIJING (Reuters) - Video-sharing platform TikTok may launch a group messaging feature this year, people with knowledge of the discussions told Reuters, putting the Chinese-owned app in more direct competition with social media rivals such as <a href=\"https://laohu8.com/S/FB\">Facebook</a>.</p><p>Group messaging is part of owner ByteDance's plan to develop TikTok into more of a \"social interactions app\", <a href=\"https://laohu8.com/S/AONE\">one</a> of the sources said. The feature has been part of the Chinese version of TikTok, Douyin, since 2019.</p><p>The sources declined to be identified as they were not authorised to speak to the media.</p><p>A group chat function would help TikTok keep users on the app longer. TikTok, which is particularly popular with teenagers and young adults, has also been expanding its livestreaming and e-commerce offerings and group chats would enable influencers to more easily connect with fans.</p><p>TikTok did not respond to a Reuters request for comment.</p><p>ByteDance had internal discussions last year about introducing the group chat feature but put many updates on hold after the app came under fire from the Trump administration and was banned in India, a second person said.</p><p>It is currently evaluating when and where it will launch group chats on TikTok, the sources said.</p><p>U.S. President Joe Biden's new administration has paused a government lawsuit that could have resulted in a de facto ban on the app's use in the United States and corporate sponsors have raced back to the service.</p><p>The White House also said last month it has taken no new \"proactive step\" related to the Trump administration's plan for TikTok's American operations to be acquired by U.S. investors.</p><p>The Trump administration had contended that TikTok poses national security concerns as the personal data of U.S. users could be obtained by China's government. TikTok, which has over 100 million users in the United States, has denied the allegation.</p><p>The group chat messaging service is likely to be unencrypted, <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the sources said.</p><p>Hany Farid, a digital forensics expert who is on Tiktok's U.S. advisory council, said he had not been notified about group chats being launched in the United States, but added the platform would need to be ready to deal with dangers that would come with expanding into social messaging.</p><p>\"If you are a site that is the size of a TikTok or a Facebook, even if it's not encrypted, you still have to worry about how am I going to moderate this material and deal with the harms.\"</p><p>(Reporting by Fanny Potkin in Singapore and Yingzhi Yang in Beijing; Additional reporting by Echo Wang and Elizabeth Culliford in New York; Editing by Kenneth Li and Edwina Gibbs)</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2120188077","content_text":"SINGAPORE/BEIJING (Reuters) - Video-sharing platform TikTok may launch a group messaging feature this year, people with knowledge of the discussions told Reuters, putting the Chinese-owned app in more direct competition with social media rivals such as Facebook.Group messaging is part of owner ByteDance's plan to develop TikTok into more of a \"social interactions app\", one of the sources said. The feature has been part of the Chinese version of TikTok, Douyin, since 2019.The sources declined to be identified as they were not authorised to speak to the media.A group chat function would help TikTok keep users on the app longer. TikTok, which is particularly popular with teenagers and young adults, has also been expanding its livestreaming and e-commerce offerings and group chats would enable influencers to more easily connect with fans.TikTok did not respond to a Reuters request for comment.ByteDance had internal discussions last year about introducing the group chat feature but put many updates on hold after the app came under fire from the Trump administration and was banned in India, a second person said.It is currently evaluating when and where it will launch group chats on TikTok, the sources said.U.S. President Joe Biden's new administration has paused a government lawsuit that could have resulted in a de facto ban on the app's use in the United States and corporate sponsors have raced back to the service.The White House also said last month it has taken no new \"proactive step\" related to the Trump administration's plan for TikTok's American operations to be acquired by U.S. investors.The Trump administration had contended that TikTok poses national security concerns as the personal data of U.S. users could be obtained by China's government. TikTok, which has over 100 million users in the United States, has denied the allegation.The group chat messaging service is likely to be unencrypted, one of the sources said.Hany Farid, a digital forensics expert who is on Tiktok's U.S. advisory council, said he had not been notified about group chats being launched in the United States, but added the platform would need to be ready to deal with dangers that would come with expanding into social messaging.\"If you are a site that is the size of a TikTok or a Facebook, even if it's not encrypted, you still have to worry about how am I going to moderate this material and deal with the harms.\"(Reporting by Fanny Potkin in Singapore and Yingzhi Yang in Beijing; Additional reporting by Echo Wang and Elizabeth Culliford in New York; Editing by Kenneth Li and Edwina Gibbs)","news_type":1},"isVote":1,"tweetType":1,"viewCount":271,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3575980094521663","authorId":"3575980094521663","name":"Bluem","avatar":"https://static.tigerbbs.com/2ea0046117889d9c87b13a313a480e69","crmLevel":2,"crmLevelSwitch":0,"idStr":"3575980094521663","authorIdStr":"3575980094521663"},"content":"exciting","text":"exciting","html":"exciting"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":377102866,"gmtCreate":1619501949055,"gmtModify":1704725018789,"author":{"id":"3561592349876047","authorId":"3561592349876047","name":"Qazsyed","avatar":"https://static.tigerbbs.com/779810bb6e214d50a2ad2c29de509458","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561592349876047","authorIdStr":"3561592349876047"},"themes":[],"htmlText":"Help me like and comment please.","listText":"Help me like and comment please.","text":"Help me like and comment please.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/377102866","repostId":"1155391893","repostType":4,"repost":{"id":"1155391893","kind":"news","pubTimestamp":1619492796,"share":"https://ttm.financial/m/news/1155391893?lang=&edition=fundamental","pubTime":"2021-04-27 11:06","market":"us","language":"en","title":"7 Hot Stocks to Buy Because of Soaring Sales","url":"https://stock-news.laohu8.com/highlight/detail?id=1155391893","media":"investorplace","summary":"If a company is generating revenue, that’s always a good thing. Especially as we come out of the wor","content":"<p>If a company is generating revenue, that’s always a good thing. Especially as we come out of the worst of the pandemic economy, strong sales make for hot stocks.</p><p>Sometimes it’s easy to find these companies because they’re consumer-facing and we’ve all seen and heard about them. But other stocks are succeeding selling to businesses that use them to deliver products to consumers that we never see. Some are a little of both, helping businesses and consumers make life a little more productive.</p><p>Rising revenue is a good sign that companies can grow themselves into value over time and are worth paying a premium for, since they’re demonstrating their value to their customers. There’s no hold and hope here. Plus, management of good, growing companies have proven they can manage that revenue well and keep the business growing.</p><p>The seven hot stocks with soaring sales below are great examples of this. Oh, and each has an ‘A’ grade in my Portfolio Grader.</p><ul><li><b>CrowdStrike Holdings</b>(NASDAQ:<b><u>CRWD</u></b>)</li><li><b>DR Horton</b>(NYSE:<b><u>DHI</u></b>)</li><li><b>Etsy</b>(NASDAQ:<b><u>ETSY</u></b>)</li><li><b>NIO</b>(NYSE:<b><u>NIO</u></b>)</li><li><b>Southern Copper</b>(NYSE:<b><u>SCCO</u></b>)</li><li><b>Taiwan Semiconductor</b>(NYSE:<b><u>TSM</u></b>)</li><li><b>Zoom</b>(NASDAQ:<b><u>ZM</u></b>)</li></ul><p>Hot Stocks to Buy: CrowdStrike Holdings (CRWD)<img src=\"https://static.tigerbbs.com/2837bba64a13b44ae1a27951805d7723\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\">Source: VDB Photos / Shutterstock.com</p><p>When global lockdowns become a way of life, that means most people turn to their computers, phones and television for their access to the outside world.</p><p>And that is great news for hackers. Cybersecurity has been a significant issue during the pandemic as people relied on their digital devices more than ever for access to the outside world. That made them extremely vulnerable to attacks from hackers.</p><p>Also remember it’s not just individuals that are targets. Sophisticated hackers are more interested in corporate attacks to plant ransomware, steal company data or access customer accounts.</p><p>CRWD is one of the leading cybersecurity companies in the market today, offering a number of security solutions for its customers, from corporations to cloud platforms, to server farms.</p><p>With a decade in the business and a $47 billion market cap, CRWD will be a big winner in coming quarters. It’s one of the hot stocks in this sector and it’s a bargain now as it consolidates from a big run in the past 12 months.</p><p>DR Horton (DHI)<img src=\"https://static.tigerbbs.com/ead5e40a30b376ed2e65b90987b73812\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\">Source: Casimiro PT / Shutterstock.com</p><p>It might not be a name you’re familiar with, but DHI is the largest homebuilder in the U.S. by volume, and has been for nearly a decade. That makes it one of the market’s hot stocks.</p><p>It offers four brands that encompass the broader sections of the market — starter homes, mid-priced homes, high-end homes and retirement homes.</p><p>With low interest expected to last years rather than months, U.S. home buying should continue for some time. Also in DHI’s favor is the fact that there remains more demand for homes than supply in many markets.</p><p>The stock is up 45% year to date but its current price-to-earnings ratio remains below 13x.</p><p>Hot Stocks to Buy: Etsy (ETSY)<img src=\"https://static.tigerbbs.com/bed1923e0cf4848b0e122d84d8615409\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\">Source: quietbits / Shutterstock.com</p><p>Online shopping is the only thing that has been hotter than the housing market in the past year. And that has been great news for ETSY.</p><p>What’s more, with the dislocation that came with the pandemic, many people decided to open their own shops on ETSY for extra cash or to follow their passion and see if they could turn their hobby into a real, sustaining business.</p><p>For ETSY, that all has meant more customers and more participants, which has helped take the company to the next level. And as the pandemic economy fades, ETSY has built a great foundation of buyers and sellers that will continue to drive sales as the economy picks back up.</p><p>Up 24% year to date, it has been on a wild ride but management knows how to manage the company’s growth moving forward. That makes it one of the more solid hot stocks to watch today.</p><p>NIO (NIO)<img src=\"https://static.tigerbbs.com/b6e42bd9bebfff0bdb80753ce756fb6a\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\">Source: Robert Way / Shutterstock.com</p><p>This is the flagship Chineseelectric vehicle (EV)maker. After a bumpy start, it’s growing sales and recently announced that it’s moving sales beyond its borders and into Europe, the biggest EV market right now.</p><p>As the U.S. turns up the rhetoric about China being a threat to U.S. economic, political and military interests, the more it pushes a wedge between U.S. business interests in China and vice versa. But the fact is, China has a significantly larger population with a faster growing middle class and more car buyers.</p><p>What’s more, in only a few years, China will have a bigger economy than the U.S. And if NIO is a local brand, with incentives and government pressure and inducements, it will have a huge market locked down.</p><p>In the past 12 months NIO had a stellar run and is now consolidating. It’s off 23% year to date, so it’s a good time for some risk capital.</p><p>Hot Stocks to Buy: Southern Copper (SCCO)<img src=\"https://static.tigerbbs.com/75d20a0a86cdae88b0fdae440c27e044\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\">Source: Coldmoon Photoproject/Shutterstock.com</p><p>Because copper is used in nearly every major industry, it has the nickname, “the metal with a PhD in Economics.” Copper prices are a forward-looking indicator of economic growth.</p><p>When business see that economic expansion is coming, they start to buy copper. Right now, copper prices are near 10-year highs. Granted some of this may also be the value of the U.S. dollar, since copper is priced in dollars and the stronger the dollar, the more expensive it is for non-U.S. countries to buy the metal.</p><p>But the fact is, prices are rising and that means economic growth is sure to follow. As a leading copper miner and producer, SCCO is one of the sector’s hot stocks and remain a big beneficiary of the trend.</p><p>Up just 6.5% year to date, this is a good play on an expanding global economic recovery.</p><p>Taiwan Semiconductor (TSM)<img src=\"https://static.tigerbbs.com/7b6eafb8abeb9fbe5d6edd3bed5e2706\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\">Source: Sundry Photography / Shutterstock.com</p><p>As one of the largest semiconductor foundries in the world, TSM holds a unique space in the growing demand for computer chips.</p><p>In the past, chip product was on a two- or three-year cycle when corporations would upgrade their equipment and a new generation of chips were timed to improve performance, demand would rise for chipmakers. But now, everything has a chip or ten in it. Cars have sensors and autonomous vehicles have scores of chips to process information.</p><p>Chips are in continual demand in all industries now, so chip foundries are constantly running at full capacity. Just a week ago, TSM reported thatprofits were up 19% because of chip demand. This is a big, long-term trend, especially as more chip companies contract out chipmaking to foundries like TSM.</p><p>TSM stock is up 6% year to date.</p><p>Hot Stocks to Buy: Zoom (ZM)<img src=\"https://static.tigerbbs.com/0915bcfe2b75fafe749bd504c9bdb093\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\">Source: Michael Vi / Shutterstock.com</p><p>One of the hot stocks in the past year was a relative nobody pre-pandemic. ZM was just another video teleconferencing company that was up against some of the biggest players in the tech markets.</p><p>But the thing was, the big firms weren’t really on top of what the market needs were as innovation got bogged down in corporate layers and status quo thinking. People used the video services of the big players because they had to, and it seems most of these big companies knew that.</p><p>But when the pandemic hit, smaller companies that didn’t have massive contracts with big software and networking providers needed to find video conferencing that was simple to use, cheap and reliable. ZM had been focused on the education segment and became the top choice. As a result, it was also one of the story stocks of 2020.</p><p>Now, it has become a major player in this sector and while the pandemic is ending, ZM is supplanting the competition in video conferencing contracts. ZM stock is consolidating now, down 6% year to date as investors move on to new shiny objects. But this one is still shiny and it’s still one of the hot stocks you should be paying attention to.</p>","source":"lsy1606302653667","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>7 Hot Stocks to Buy Because of Soaring Sales</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\">\n7 Hot Stocks to Buy Because of Soaring Sales\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-27 11:06 GMT+8 <a href=https://investorplace.com/2021/04/7-hot-stocks-to-buy-because-of-soaring-sales/><strong>investorplace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>If a company is generating revenue, that’s always a good thing. Especially as we come out of the worst of the pandemic economy, strong sales make for hot stocks.Sometimes it’s easy to find these ...</p>\n\n<a href=\"https://investorplace.com/2021/04/7-hot-stocks-to-buy-because-of-soaring-sales/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SCCO":"南方铜业","TSM":"台积电","ZM":"Zoom","ETSY":"Etsy, Inc.","NIO":"蔚来","CRWD":"CrowdStrike Holdings, Inc.","DHI":"霍顿房屋"},"source_url":"https://investorplace.com/2021/04/7-hot-stocks-to-buy-because-of-soaring-sales/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155391893","content_text":"If a company is generating revenue, that’s always a good thing. Especially as we come out of the worst of the pandemic economy, strong sales make for hot stocks.Sometimes it’s easy to find these companies because they’re consumer-facing and we’ve all seen and heard about them. But other stocks are succeeding selling to businesses that use them to deliver products to consumers that we never see. Some are a little of both, helping businesses and consumers make life a little more productive.Rising revenue is a good sign that companies can grow themselves into value over time and are worth paying a premium for, since they’re demonstrating their value to their customers. There’s no hold and hope here. Plus, management of good, growing companies have proven they can manage that revenue well and keep the business growing.The seven hot stocks with soaring sales below are great examples of this. Oh, and each has an ‘A’ grade in my Portfolio Grader.CrowdStrike Holdings(NASDAQ:CRWD)DR Horton(NYSE:DHI)Etsy(NASDAQ:ETSY)NIO(NYSE:NIO)Southern Copper(NYSE:SCCO)Taiwan Semiconductor(NYSE:TSM)Zoom(NASDAQ:ZM)Hot Stocks to Buy: CrowdStrike Holdings (CRWD)Source: VDB Photos / Shutterstock.comWhen global lockdowns become a way of life, that means most people turn to their computers, phones and television for their access to the outside world.And that is great news for hackers. Cybersecurity has been a significant issue during the pandemic as people relied on their digital devices more than ever for access to the outside world. That made them extremely vulnerable to attacks from hackers.Also remember it’s not just individuals that are targets. Sophisticated hackers are more interested in corporate attacks to plant ransomware, steal company data or access customer accounts.CRWD is one of the leading cybersecurity companies in the market today, offering a number of security solutions for its customers, from corporations to cloud platforms, to server farms.With a decade in the business and a $47 billion market cap, CRWD will be a big winner in coming quarters. It’s one of the hot stocks in this sector and it’s a bargain now as it consolidates from a big run in the past 12 months.DR Horton (DHI)Source: Casimiro PT / Shutterstock.comIt might not be a name you’re familiar with, but DHI is the largest homebuilder in the U.S. by volume, and has been for nearly a decade. That makes it one of the market’s hot stocks.It offers four brands that encompass the broader sections of the market — starter homes, mid-priced homes, high-end homes and retirement homes.With low interest expected to last years rather than months, U.S. home buying should continue for some time. Also in DHI’s favor is the fact that there remains more demand for homes than supply in many markets.The stock is up 45% year to date but its current price-to-earnings ratio remains below 13x.Hot Stocks to Buy: Etsy (ETSY)Source: quietbits / Shutterstock.comOnline shopping is the only thing that has been hotter than the housing market in the past year. And that has been great news for ETSY.What’s more, with the dislocation that came with the pandemic, many people decided to open their own shops on ETSY for extra cash or to follow their passion and see if they could turn their hobby into a real, sustaining business.For ETSY, that all has meant more customers and more participants, which has helped take the company to the next level. And as the pandemic economy fades, ETSY has built a great foundation of buyers and sellers that will continue to drive sales as the economy picks back up.Up 24% year to date, it has been on a wild ride but management knows how to manage the company’s growth moving forward. That makes it one of the more solid hot stocks to watch today.NIO (NIO)Source: Robert Way / Shutterstock.comThis is the flagship Chineseelectric vehicle (EV)maker. After a bumpy start, it’s growing sales and recently announced that it’s moving sales beyond its borders and into Europe, the biggest EV market right now.As the U.S. turns up the rhetoric about China being a threat to U.S. economic, political and military interests, the more it pushes a wedge between U.S. business interests in China and vice versa. But the fact is, China has a significantly larger population with a faster growing middle class and more car buyers.What’s more, in only a few years, China will have a bigger economy than the U.S. And if NIO is a local brand, with incentives and government pressure and inducements, it will have a huge market locked down.In the past 12 months NIO had a stellar run and is now consolidating. It’s off 23% year to date, so it’s a good time for some risk capital.Hot Stocks to Buy: Southern Copper (SCCO)Source: Coldmoon Photoproject/Shutterstock.comBecause copper is used in nearly every major industry, it has the nickname, “the metal with a PhD in Economics.” Copper prices are a forward-looking indicator of economic growth.When business see that economic expansion is coming, they start to buy copper. Right now, copper prices are near 10-year highs. Granted some of this may also be the value of the U.S. dollar, since copper is priced in dollars and the stronger the dollar, the more expensive it is for non-U.S. countries to buy the metal.But the fact is, prices are rising and that means economic growth is sure to follow. As a leading copper miner and producer, SCCO is one of the sector’s hot stocks and remain a big beneficiary of the trend.Up just 6.5% year to date, this is a good play on an expanding global economic recovery.Taiwan Semiconductor (TSM)Source: Sundry Photography / Shutterstock.comAs one of the largest semiconductor foundries in the world, TSM holds a unique space in the growing demand for computer chips.In the past, chip product was on a two- or three-year cycle when corporations would upgrade their equipment and a new generation of chips were timed to improve performance, demand would rise for chipmakers. But now, everything has a chip or ten in it. Cars have sensors and autonomous vehicles have scores of chips to process information.Chips are in continual demand in all industries now, so chip foundries are constantly running at full capacity. Just a week ago, TSM reported thatprofits were up 19% because of chip demand. This is a big, long-term trend, especially as more chip companies contract out chipmaking to foundries like TSM.TSM stock is up 6% year to date.Hot Stocks to Buy: Zoom (ZM)Source: Michael Vi / Shutterstock.comOne of the hot stocks in the past year was a relative nobody pre-pandemic. ZM was just another video teleconferencing company that was up against some of the biggest players in the tech markets.But the thing was, the big firms weren’t really on top of what the market needs were as innovation got bogged down in corporate layers and status quo thinking. People used the video services of the big players because they had to, and it seems most of these big companies knew that.But when the pandemic hit, smaller companies that didn’t have massive contracts with big software and networking providers needed to find video conferencing that was simple to use, cheap and reliable. ZM had been focused on the education segment and became the top choice. As a result, it was also one of the story stocks of 2020.Now, it has become a major player in this sector and while the pandemic is ending, ZM is supplanting the competition in video conferencing contracts. ZM stock is consolidating now, down 6% year to date as investors move on to new shiny objects. But this one is still shiny and it’s still one of the hot stocks you should be paying attention to.","news_type":1},"isVote":1,"tweetType":1,"viewCount":352,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":324122345,"gmtCreate":1615976160487,"gmtModify":1704789163180,"author":{"id":"3561592349876047","authorId":"3561592349876047","name":"Qazsyed","avatar":"https://static.tigerbbs.com/779810bb6e214d50a2ad2c29de509458","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561592349876047","authorIdStr":"3561592349876047"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BNGO\">$Bionano Genomics(BNGO)$</a>Smtj. ","listText":"<a href=\"https://laohu8.com/S/BNGO\">$Bionano Genomics(BNGO)$</a>Smtj. ","text":"$Bionano Genomics(BNGO)$Smtj.","images":[{"img":"https://static.tigerbbs.com/cb8dac5e1a624d349f15c544a73968db","width":"1242","height":"2151"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/324122345","isVote":1,"tweetType":1,"viewCount":402,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":129179764,"gmtCreate":1624367375358,"gmtModify":1703834514922,"author":{"id":"3561592349876047","authorId":"3561592349876047","name":"Qazsyed","avatar":"https://static.tigerbbs.com/779810bb6e214d50a2ad2c29de509458","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561592349876047","authorIdStr":"3561592349876047"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ZOM\">$Zomedica Pharmaceuticals Corp.(ZOM)$</a>Tmd","listText":"<a href=\"https://laohu8.com/S/ZOM\">$Zomedica Pharmaceuticals Corp.(ZOM)$</a>Tmd","text":"$Zomedica Pharmaceuticals Corp.(ZOM)$Tmd","images":[{"img":"https://static.tigerbbs.com/5f27434d46ffbe8e6198c917dc0cafea","width":"1242","height":"2151"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/129179764","isVote":1,"tweetType":1,"viewCount":877,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":321583716,"gmtCreate":1615452667035,"gmtModify":1704782924428,"author":{"id":"3561592349876047","authorId":"3561592349876047","name":"Qazsyed","avatar":"https://static.tigerbbs.com/779810bb6e214d50a2ad2c29de509458","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561592349876047","authorIdStr":"3561592349876047"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BNGO\">$Bionano Genomics(BNGO)$</a>lets go","listText":"<a href=\"https://laohu8.com/S/BNGO\">$Bionano Genomics(BNGO)$</a>lets go","text":"$Bionano Genomics(BNGO)$lets go","images":[{"img":"https://static.tigerbbs.com/0cad4cf89062097a43f4826560fc9458","width":"1242","height":"2151"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/321583716","isVote":1,"tweetType":1,"viewCount":50,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":116765023,"gmtCreate":1622819883962,"gmtModify":1704191927031,"author":{"id":"3561592349876047","authorId":"3561592349876047","name":"Qazsyed","avatar":"https://static.tigerbbs.com/779810bb6e214d50a2ad2c29de509458","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561592349876047","authorIdStr":"3561592349876047"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BNGO\">$Bionano Genomics(BNGO)$</a>After so long. Up you go. Have faith in you","listText":"<a href=\"https://laohu8.com/S/BNGO\">$Bionano Genomics(BNGO)$</a>After so long. Up you go. Have faith in you","text":"$Bionano Genomics(BNGO)$After so long. Up you go. Have faith in you","images":[{"img":"https://static.tigerbbs.com/0faf9bb88fafdd0ab3cde938a59d9f3c","width":"1242","height":"2151"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/116765023","isVote":1,"tweetType":1,"viewCount":689,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":116769898,"gmtCreate":1622819654214,"gmtModify":1704191918658,"author":{"id":"3561592349876047","authorId":"3561592349876047","name":"Qazsyed","avatar":"https://static.tigerbbs.com/779810bb6e214d50a2ad2c29de509458","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561592349876047","authorIdStr":"3561592349876047"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SENS\">$Senseonics(SENS)$</a>Hehehe after so longg :’)","listText":"<a href=\"https://laohu8.com/S/SENS\">$Senseonics(SENS)$</a>Hehehe after so longg :’)","text":"$Senseonics(SENS)$Hehehe after so longg :’)","images":[{"img":"https://static.tigerbbs.com/77ca78e1ca0ba1c6d1c6eb95b8bb459d","width":"1242","height":"2151"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/116769898","isVote":1,"tweetType":1,"viewCount":280,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9909838024,"gmtCreate":1658845081668,"gmtModify":1676536216239,"author":{"id":"3561592349876047","authorId":"3561592349876047","name":"Qazsyed","avatar":"https://static.tigerbbs.com/779810bb6e214d50a2ad2c29de509458","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561592349876047","authorIdStr":"3561592349876047"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/VRM 20220916 2.0 CALL\">$VRM 20220916 2.0 CALL$</a>Why? ","listText":"<a href=\"https://ttm.financial/OPT/VRM 20220916 2.0 CALL\">$VRM 20220916 2.0 CALL$</a>Why? ","text":"$VRM 20220916 2.0 CALL$Why?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9909838024","isVote":1,"tweetType":1,"viewCount":539,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":377105099,"gmtCreate":1619501990411,"gmtModify":1704725019273,"author":{"id":"3561592349876047","authorId":"3561592349876047","name":"Qazsyed","avatar":"https://static.tigerbbs.com/779810bb6e214d50a2ad2c29de509458","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561592349876047","authorIdStr":"3561592349876047"},"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/377105099","repostId":"1176949477","repostType":4,"isVote":1,"tweetType":1,"viewCount":304,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":377106351,"gmtCreate":1619501898973,"gmtModify":1704725016846,"author":{"id":"3561592349876047","authorId":"3561592349876047","name":"Qazsyed","avatar":"https://static.tigerbbs.com/779810bb6e214d50a2ad2c29de509458","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561592349876047","authorIdStr":"3561592349876047"},"themes":[],"htmlText":"Chance? ","listText":"Chance? ","text":"Chance?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/377106351","repostId":"1190086074","repostType":4,"repost":{"id":"1190086074","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1619480390,"share":"https://ttm.financial/m/news/1190086074?lang=&edition=fundamental","pubTime":"2021-04-27 07:39","market":"us","language":"en","title":"Tesla posts record net income of $438 million, revenue surges by 74%","url":"https://stock-news.laohu8.com/highlight/detail?id=1190086074","media":"Tiger Newspress","summary":"Tesla reported record net income of $438 million during the quarter, as well as earnings of 93 cents per share on $10.39 billion in revenue.In its earnings release, the company said it has weathered chip shortages that have plagued the auto industry in part by “pivoting extremely quickly to new microcontrollers, while simultaneously developing firmware for new chips made by new suppliers.”On an earnings call, CEO Elon Musk said the delayed new version of the company’s Model S sedan will be deliv","content":"<p><b>KEY POINTS</b></p><ul><li>Tesla reported record net income of $438 million during the quarter, as well as earnings of 93 cents per share on $10.39 billion in revenue.</li><li>In its earnings release, the company said it has weathered chip shortages that have plagued the auto industry in part by “pivoting extremely quickly to new microcontrollers, while simultaneously developing firmware for new chips made by new suppliers.”</li><li>On an earnings call, CEO Elon Musk said the delayed new version of the company’s Model S sedan will be delivered starting in May 2021, and Model X deliveries will begin in the third quarter of the year.</li></ul><p>Tesla reported first-quarter results after the bell on Monday. The company beat expectations handily, buoyed by sales of bitcoin and regulatory credits, but the stock dipped as much as 2.5% after hours as investors digested the numbers.</p><p><img src=\"https://static.tigerbbs.com/fec5c52f391c1077b749edc13b7b3417\" tg-width=\"1302\" tg-height=\"833\" referrerpolicy=\"no-referrer\"></p><p>Here’s how the company fared in the quarter, compared with analyst estimates compiled by Refinitiv:</p><ul><li><b>Earnings:</b>93 cents per share vs. 79 cents per share expected</li><li><b>Revenue:</b>$10.39 billion vs. $10.29 billion expected, up 74% from a year ago</li></ul><p>Net profit reached a quarterly record of $438 million on a GAAP basis, and the company recorded $518 million in revenue from sales of regulatory credits during the period. It also recorded a $101 million positive impact from sales of bitcoin during the quarter.</p><p><img src=\"https://static.tigerbbs.com/107ab1e725bed375ea106bdf3024ec6a\" tg-width=\"1910\" tg-height=\"1097\" referrerpolicy=\"no-referrer\"></p><p>CEO Elon Musk’s electric vehicle business reported in the first quarter vehicle deliveries of 184,800 Model 3 and Model Y cars, beating expectations and setting a record for Tesla. However, the company also said it produced none of its higher-end Model S sedans or Model X SUVs for the period ending March. It delivered2,020 older Model S sedans and Model X SUVs from inventory.</p><p>On Monday’s earnings call, Musk said the new version of the company’s Model S sedans will finally be delivered to customers starting in May 2021, with Model X deliveries to begin in the third quarter of the year. Musk and CFO Zachary Kirkhorn both said supply chain issues are likely to remain a challenge for Tesla this year.</p><p>In January 2021 (during a fourth-quarter 2020 earnings update) Musk had said that the Model S Plaid was already in production would be delivered starting in February 2021. But he admitted on Monday, “There were more challenges than expected,” in producing the refreshed version of these vehicles. He did not elaborate.</p><p>Tesla is now aiming to produce 2,000 Model S and X vehicles per week later this year.</p><p>The company said Monday it expects more than 50% vehicle delivery growth in 2021 overall, which implies minimum deliveries around 750,000 vehicles this year.</p><p>The fact Tesla grew vehicle unit sales by more than 100% year over year but grew service centers by only 28% and its mobile service fleet by only 22% explains why some Tesla customers face frustratingly long wait times for repairs. Service expansion is not keeping pace with the volume of vehicles sold.</p><p>Tesla said it has weathered chip shortages that have plagued the auto industry in part by “pivoting extremely quickly to new microcontrollers, while simultaneously developing firmware for new chips made by new suppliers.” It did not disclose the names of its new suppliers.</p><p>It also reiterated Musk’s frequent claim that cameras, not radar, are a better path toward autonomous vehicles. “Our AI-based software architecture has been increasingly reliant on cameras, to the point where radar is becoming unnecessary earlier than expected. As a result, our FSD [Full Self-Driving] team is fully focused on evolving to a vision-based autonomous system and we are nearly ready to switch the US market to Tesla Vision,” the company said in its earnings release.</p><p>Revenue for its energy generation and storage business nearly doubled for Tesla versus the same period in 2020, when Musk said Covid, then an emerging pandemic, had slowed its energy business to a crawl. But energy revenue declined from $787 million in the fourth quarter to $595 million in the first quarter of 2021.</p><p>Recently, Tesla increased prices for its solar rooftops by 50%, and now requires anyone ordering solar photovoltaics (including Tesla solar roof tiles) to also order the Powerwall, Tesla’s home energy storage system. The sudden price change applied retroactively to some vexed customers.</p><p>Musk said on the Q1 2021 call that he is aiming for homes with solar rooftops and batteries from Tesla to function as a “giant distributed utility” that can help incumbent electrical utilities supply customers with all the electricity they need as demand and extreme weather events increase.</p><p>Executives did not say how they would change their production or mix of battery cells from suppliers in order to make a higher volume of vehicles and energy storage products in 2021.</p><p>Musk said the company’s 4680 cells, which it developed independently and makes at a pilot plant in Fremont, California, are not yet reliable enough to be shipped in Tesla vehicles. He said Tesla would probably “achieve volume production” of these cells in 12 to 18 months.</p><p>The company revealed in February it purchased $1.5 billion in bitcoin and would potentially invest in other cryptocurrencies in the future. By April, bitcoin rose to record levels before pulling back. In its statement of cash flows, Tesla revealed that it had sold $272 million worth of “digital assets,” presumably bitcoin, during the quarter.</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>Tesla posts record net income of $438 million, revenue surges by 74%</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\">\nTesla posts record net income of $438 million, revenue surges by 74%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\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\">Tiger Newspress </p>\n<p class=\"h-time\">2021-04-27 07:39</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><b>KEY POINTS</b></p><ul><li>Tesla reported record net income of $438 million during the quarter, as well as earnings of 93 cents per share on $10.39 billion in revenue.</li><li>In its earnings release, the company said it has weathered chip shortages that have plagued the auto industry in part by “pivoting extremely quickly to new microcontrollers, while simultaneously developing firmware for new chips made by new suppliers.”</li><li>On an earnings call, CEO Elon Musk said the delayed new version of the company’s Model S sedan will be delivered starting in May 2021, and Model X deliveries will begin in the third quarter of the year.</li></ul><p>Tesla reported first-quarter results after the bell on Monday. The company beat expectations handily, buoyed by sales of bitcoin and regulatory credits, but the stock dipped as much as 2.5% after hours as investors digested the numbers.</p><p><img src=\"https://static.tigerbbs.com/fec5c52f391c1077b749edc13b7b3417\" tg-width=\"1302\" tg-height=\"833\" referrerpolicy=\"no-referrer\"></p><p>Here’s how the company fared in the quarter, compared with analyst estimates compiled by Refinitiv:</p><ul><li><b>Earnings:</b>93 cents per share vs. 79 cents per share expected</li><li><b>Revenue:</b>$10.39 billion vs. $10.29 billion expected, up 74% from a year ago</li></ul><p>Net profit reached a quarterly record of $438 million on a GAAP basis, and the company recorded $518 million in revenue from sales of regulatory credits during the period. It also recorded a $101 million positive impact from sales of bitcoin during the quarter.</p><p><img src=\"https://static.tigerbbs.com/107ab1e725bed375ea106bdf3024ec6a\" tg-width=\"1910\" tg-height=\"1097\" referrerpolicy=\"no-referrer\"></p><p>CEO Elon Musk’s electric vehicle business reported in the first quarter vehicle deliveries of 184,800 Model 3 and Model Y cars, beating expectations and setting a record for Tesla. However, the company also said it produced none of its higher-end Model S sedans or Model X SUVs for the period ending March. It delivered2,020 older Model S sedans and Model X SUVs from inventory.</p><p>On Monday’s earnings call, Musk said the new version of the company’s Model S sedans will finally be delivered to customers starting in May 2021, with Model X deliveries to begin in the third quarter of the year. Musk and CFO Zachary Kirkhorn both said supply chain issues are likely to remain a challenge for Tesla this year.</p><p>In January 2021 (during a fourth-quarter 2020 earnings update) Musk had said that the Model S Plaid was already in production would be delivered starting in February 2021. But he admitted on Monday, “There were more challenges than expected,” in producing the refreshed version of these vehicles. He did not elaborate.</p><p>Tesla is now aiming to produce 2,000 Model S and X vehicles per week later this year.</p><p>The company said Monday it expects more than 50% vehicle delivery growth in 2021 overall, which implies minimum deliveries around 750,000 vehicles this year.</p><p>The fact Tesla grew vehicle unit sales by more than 100% year over year but grew service centers by only 28% and its mobile service fleet by only 22% explains why some Tesla customers face frustratingly long wait times for repairs. Service expansion is not keeping pace with the volume of vehicles sold.</p><p>Tesla said it has weathered chip shortages that have plagued the auto industry in part by “pivoting extremely quickly to new microcontrollers, while simultaneously developing firmware for new chips made by new suppliers.” It did not disclose the names of its new suppliers.</p><p>It also reiterated Musk’s frequent claim that cameras, not radar, are a better path toward autonomous vehicles. “Our AI-based software architecture has been increasingly reliant on cameras, to the point where radar is becoming unnecessary earlier than expected. As a result, our FSD [Full Self-Driving] team is fully focused on evolving to a vision-based autonomous system and we are nearly ready to switch the US market to Tesla Vision,” the company said in its earnings release.</p><p>Revenue for its energy generation and storage business nearly doubled for Tesla versus the same period in 2020, when Musk said Covid, then an emerging pandemic, had slowed its energy business to a crawl. But energy revenue declined from $787 million in the fourth quarter to $595 million in the first quarter of 2021.</p><p>Recently, Tesla increased prices for its solar rooftops by 50%, and now requires anyone ordering solar photovoltaics (including Tesla solar roof tiles) to also order the Powerwall, Tesla’s home energy storage system. The sudden price change applied retroactively to some vexed customers.</p><p>Musk said on the Q1 2021 call that he is aiming for homes with solar rooftops and batteries from Tesla to function as a “giant distributed utility” that can help incumbent electrical utilities supply customers with all the electricity they need as demand and extreme weather events increase.</p><p>Executives did not say how they would change their production or mix of battery cells from suppliers in order to make a higher volume of vehicles and energy storage products in 2021.</p><p>Musk said the company’s 4680 cells, which it developed independently and makes at a pilot plant in Fremont, California, are not yet reliable enough to be shipped in Tesla vehicles. He said Tesla would probably “achieve volume production” of these cells in 12 to 18 months.</p><p>The company revealed in February it purchased $1.5 billion in bitcoin and would potentially invest in other cryptocurrencies in the future. By April, bitcoin rose to record levels before pulling back. In its statement of cash flows, Tesla revealed that it had sold $272 million worth of “digital assets,” presumably bitcoin, during the quarter.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190086074","content_text":"KEY POINTSTesla reported record net income of $438 million during the quarter, as well as earnings of 93 cents per share on $10.39 billion in revenue.In its earnings release, the company said it has weathered chip shortages that have plagued the auto industry in part by “pivoting extremely quickly to new microcontrollers, while simultaneously developing firmware for new chips made by new suppliers.”On an earnings call, CEO Elon Musk said the delayed new version of the company’s Model S sedan will be delivered starting in May 2021, and Model X deliveries will begin in the third quarter of the year.Tesla reported first-quarter results after the bell on Monday. The company beat expectations handily, buoyed by sales of bitcoin and regulatory credits, but the stock dipped as much as 2.5% after hours as investors digested the numbers.Here’s how the company fared in the quarter, compared with analyst estimates compiled by Refinitiv:Earnings:93 cents per share vs. 79 cents per share expectedRevenue:$10.39 billion vs. $10.29 billion expected, up 74% from a year agoNet profit reached a quarterly record of $438 million on a GAAP basis, and the company recorded $518 million in revenue from sales of regulatory credits during the period. It also recorded a $101 million positive impact from sales of bitcoin during the quarter.CEO Elon Musk’s electric vehicle business reported in the first quarter vehicle deliveries of 184,800 Model 3 and Model Y cars, beating expectations and setting a record for Tesla. However, the company also said it produced none of its higher-end Model S sedans or Model X SUVs for the period ending March. It delivered2,020 older Model S sedans and Model X SUVs from inventory.On Monday’s earnings call, Musk said the new version of the company’s Model S sedans will finally be delivered to customers starting in May 2021, with Model X deliveries to begin in the third quarter of the year. Musk and CFO Zachary Kirkhorn both said supply chain issues are likely to remain a challenge for Tesla this year.In January 2021 (during a fourth-quarter 2020 earnings update) Musk had said that the Model S Plaid was already in production would be delivered starting in February 2021. But he admitted on Monday, “There were more challenges than expected,” in producing the refreshed version of these vehicles. He did not elaborate.Tesla is now aiming to produce 2,000 Model S and X vehicles per week later this year.The company said Monday it expects more than 50% vehicle delivery growth in 2021 overall, which implies minimum deliveries around 750,000 vehicles this year.The fact Tesla grew vehicle unit sales by more than 100% year over year but grew service centers by only 28% and its mobile service fleet by only 22% explains why some Tesla customers face frustratingly long wait times for repairs. Service expansion is not keeping pace with the volume of vehicles sold.Tesla said it has weathered chip shortages that have plagued the auto industry in part by “pivoting extremely quickly to new microcontrollers, while simultaneously developing firmware for new chips made by new suppliers.” It did not disclose the names of its new suppliers.It also reiterated Musk’s frequent claim that cameras, not radar, are a better path toward autonomous vehicles. “Our AI-based software architecture has been increasingly reliant on cameras, to the point where radar is becoming unnecessary earlier than expected. As a result, our FSD [Full Self-Driving] team is fully focused on evolving to a vision-based autonomous system and we are nearly ready to switch the US market to Tesla Vision,” the company said in its earnings release.Revenue for its energy generation and storage business nearly doubled for Tesla versus the same period in 2020, when Musk said Covid, then an emerging pandemic, had slowed its energy business to a crawl. But energy revenue declined from $787 million in the fourth quarter to $595 million in the first quarter of 2021.Recently, Tesla increased prices for its solar rooftops by 50%, and now requires anyone ordering solar photovoltaics (including Tesla solar roof tiles) to also order the Powerwall, Tesla’s home energy storage system. The sudden price change applied retroactively to some vexed customers.Musk said on the Q1 2021 call that he is aiming for homes with solar rooftops and batteries from Tesla to function as a “giant distributed utility” that can help incumbent electrical utilities supply customers with all the electricity they need as demand and extreme weather events increase.Executives did not say how they would change their production or mix of battery cells from suppliers in order to make a higher volume of vehicles and energy storage products in 2021.Musk said the company’s 4680 cells, which it developed independently and makes at a pilot plant in Fremont, California, are not yet reliable enough to be shipped in Tesla vehicles. He said Tesla would probably “achieve volume production” of these cells in 12 to 18 months.The company revealed in February it purchased $1.5 billion in bitcoin and would potentially invest in other cryptocurrencies in the future. By April, bitcoin rose to record levels before pulling back. In its statement of cash flows, Tesla revealed that it had sold $272 million worth of “digital assets,” presumably bitcoin, during the quarter.","news_type":1},"isVote":1,"tweetType":1,"viewCount":437,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":325534557,"gmtCreate":1615905691779,"gmtModify":1704788312550,"author":{"id":"3561592349876047","authorId":"3561592349876047","name":"Qazsyed","avatar":"https://static.tigerbbs.com/779810bb6e214d50a2ad2c29de509458","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561592349876047","authorIdStr":"3561592349876047"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SENS\">$Senseonics(SENS)$</a>When are you flying","listText":"<a href=\"https://laohu8.com/S/SENS\">$Senseonics(SENS)$</a>When are you flying","text":"$Senseonics(SENS)$When are you flying","images":[{"img":"https://static.tigerbbs.com/6dd4dd21e6f0c746e7626c884c294e38","width":"1242","height":"2151"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/325534557","isVote":1,"tweetType":1,"viewCount":694,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":328474258,"gmtCreate":1615556923874,"gmtModify":1704784504809,"author":{"id":"3561592349876047","authorId":"3561592349876047","name":"Qazsyed","avatar":"https://static.tigerbbs.com/779810bb6e214d50a2ad2c29de509458","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561592349876047","authorIdStr":"3561592349876047"},"themes":[],"htmlText":"Okay ","listText":"Okay ","text":"Okay","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/328474258","repostId":"1199156489","repostType":4,"repost":{"id":"1199156489","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1615452861,"share":"https://ttm.financial/m/news/1199156489?lang=&edition=fundamental","pubTime":"2021-03-11 16:54","market":"us","language":"en","title":"US Daylight Saving Time","url":"https://stock-news.laohu8.com/highlight/detail?id=1199156489","media":"Tiger Newspress","summary":"From 02:00 U.S. East time March 14(this Sunday),the North America region entered daylight saving tim","content":"<p>From 02:00 U.S. East time March 14(this Sunday),the North America region entered daylight saving time,until 02:00 U.S. East time ends on November 7,2021.</p><p>So,starting on Monday,March 14,the U.S. market will open and close one hour ahead of schedule during north american daylight saving time,i.e.,U.S. trading time will be changed to 21:30 beijing time to 04:00 a.m.the next day,pre-trade time will be 16:00 to 21:30,after-trade time will be 04:00 to 8:00.</p><p><b>What is daylight saving time?</b></p><p>The DST is the practice of moving clocks forward by one hour during summer months so that daylight lasts longer into evening. Most of North America and Europe follows the custom, while the majority of countries elsewhere do not.</p><p>Hawaii, American Samoa, Guam, Puerto Rico, the US Virgin Islands and most of Arizona don’t observe daylight saving time. It’s incumbent to stick with the status quo.</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>US Daylight Saving Time</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\">\nUS Daylight Saving Time\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\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\">Tiger Newspress </p>\n<p class=\"h-time\">2021-03-11 16:54</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>From 02:00 U.S. East time March 14(this Sunday),the North America region entered daylight saving time,until 02:00 U.S. East time ends on November 7,2021.</p><p>So,starting on Monday,March 14,the U.S. market will open and close one hour ahead of schedule during north american daylight saving time,i.e.,U.S. trading time will be changed to 21:30 beijing time to 04:00 a.m.the next day,pre-trade time will be 16:00 to 21:30,after-trade time will be 04:00 to 8:00.</p><p><b>What is daylight saving time?</b></p><p>The DST is the practice of moving clocks forward by one hour during summer months so that daylight lasts longer into evening. Most of North America and Europe follows the custom, while the majority of countries elsewhere do not.</p><p>Hawaii, American Samoa, Guam, Puerto Rico, the US Virgin Islands and most of Arizona don’t observe daylight saving time. It’s incumbent to stick with the status quo.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199156489","content_text":"From 02:00 U.S. East time March 14(this Sunday),the North America region entered daylight saving time,until 02:00 U.S. East time ends on November 7,2021.So,starting on Monday,March 14,the U.S. market will open and close one hour ahead of schedule during north american daylight saving time,i.e.,U.S. trading time will be changed to 21:30 beijing time to 04:00 a.m.the next day,pre-trade time will be 16:00 to 21:30,after-trade time will be 04:00 to 8:00.What is daylight saving time?The DST is the practice of moving clocks forward by one hour during summer months so that daylight lasts longer into evening. Most of North America and Europe follows the custom, while the majority of countries elsewhere do not.Hawaii, American Samoa, Guam, Puerto Rico, the US Virgin Islands and most of Arizona don’t observe daylight saving time. It’s incumbent to stick with the status quo.","news_type":1},"isVote":1,"tweetType":1,"viewCount":173,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":335416723,"gmtCreate":1610635846762,"gmtModify":1704985125651,"author":{"id":"3561592349876047","authorId":"3561592349876047","name":"Qazsyed","avatar":"https://static.tigerbbs.com/779810bb6e214d50a2ad2c29de509458","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561592349876047","authorIdStr":"3561592349876047"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BNGO\">$Bionano Genomics(BNGO)$</a>$10 gogogo","listText":"<a href=\"https://laohu8.com/S/BNGO\">$Bionano Genomics(BNGO)$</a>$10 gogogo","text":"$Bionano Genomics(BNGO)$$10 gogogo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/335416723","isVote":1,"tweetType":1,"viewCount":94,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":336524443,"gmtCreate":1610118511482,"gmtModify":1704982325600,"author":{"id":"3561592349876047","authorId":"3561592349876047","name":"Qazsyed","avatar":"https://static.tigerbbs.com/779810bb6e214d50a2ad2c29de509458","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561592349876047","authorIdStr":"3561592349876047"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BNGO\">$Bionano Genomics(BNGO)$</a>Hmmmm... gogogo","listText":"<a href=\"https://laohu8.com/S/BNGO\">$Bionano Genomics(BNGO)$</a>Hmmmm... gogogo","text":"$Bionano Genomics(BNGO)$Hmmmm... gogogo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/336524443","isVote":1,"tweetType":1,"viewCount":51,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667803686145","authorId":"3527667803686145","name":"社区成长助手","avatar":"https://static.tigerbbs.com/2b7c7106b5c0c8b0037faa67439d898f","crmLevel":1,"crmLevelSwitch":0,"idStr":"3527667803686145","authorIdStr":"3527667803686145"},"content":"Finally, when you first post [compare heart] [compare heart] post, you can get more exposure by related stocks or related topics. If you want to create high-quality articles, please checkGuidelines for Tiger Community Creation","text":"Finally, when you first post [compare heart] [compare heart] post, you can get more exposure by related stocks or related topics. If you want to create high-quality articles, please checkGuidelines for Tiger Community Creation","html":"Finally, when you first post [compare heart] [compare heart] post, you can get more exposure by related stocks or related topics. If you want to create high-quality articles, please checkGuidelines for Tiger Community Creation"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":325210186,"gmtCreate":1615901812145,"gmtModify":1704788178275,"author":{"id":"3561592349876047","authorId":"3561592349876047","name":"Qazsyed","avatar":"https://static.tigerbbs.com/779810bb6e214d50a2ad2c29de509458","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561592349876047","authorIdStr":"3561592349876047"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/325210186","repostId":"1121564086","repostType":4,"repost":{"id":"1121564086","kind":"news","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 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.</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&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 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 <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",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","SPY":"标普500ETF"},"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 $1.9 trillion stimulus package isn’t that great because a lot of it is just transfer payments replacing lost income for people staying at home. That’s why the US needs a second stimulus bill. If we don’t get a second bill, we are going to have a problem in about a year from now.","news_type":1},"isVote":1,"tweetType":1,"viewCount":182,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":328700399,"gmtCreate":1615557085811,"gmtModify":1704784506274,"author":{"id":"3561592349876047","authorId":"3561592349876047","name":"Qazsyed","avatar":"https://static.tigerbbs.com/779810bb6e214d50a2ad2c29de509458","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561592349876047","authorIdStr":"3561592349876047"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/OCGN\">$Histogenics(OCGN)$</a>Sigh","listText":"<a href=\"https://laohu8.com/S/OCGN\">$Histogenics(OCGN)$</a>Sigh","text":"$Histogenics(OCGN)$Sigh","images":[{"img":"https://static.tigerbbs.com/4bf0bff080be1d933c65680bb6a7cef9","width":"1242","height":"2151"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/328700399","isVote":1,"tweetType":1,"viewCount":135,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":323521132,"gmtCreate":1615357868926,"gmtModify":1704781614875,"author":{"id":"3561592349876047","authorId":"3561592349876047","name":"Qazsyed","avatar":"https://static.tigerbbs.com/779810bb6e214d50a2ad2c29de509458","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561592349876047","authorIdStr":"3561592349876047"},"themes":[],"htmlText":"Did you guys buy in too? ","listText":"Did you guys buy in too? ","text":"Did you guys buy in too?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/323521132","repostId":"1138906079","repostType":4,"repost":{"id":"1138906079","kind":"news","pubTimestamp":1615355810,"share":"https://ttm.financial/m/news/1138906079?lang=&edition=fundamental","pubTime":"2021-03-10 13:56","market":"us","language":"en","title":"Why GameStop Stock Soared Today","url":"https://stock-news.laohu8.com/highlight/detail?id=1138906079","media":"Motley Fool","summary":"The video game retailer wants to become a tech company.What happenedShares ofGameStop(NYSE:GME)surge","content":"<blockquote>The video game retailer wants to become a tech company.</blockquote><p><b>What happened</b></p><p>Shares of<b>GameStop</b>(NYSE:GME)surged 27% on Tuesday, furthering the stock's sharp rise this week.</p><p><b>So what</b></p><p>GameStop said on Monday that its board of directors created a \"Strategic Planning and Capital Allocation Committee\" to accelerate its digital transformation. The committee is being led by<b>Chewy</b>(NYSE:CHWY)founder and former CEO Ryan Cohen, who is one of GameStop's largest shareholders.</p><p>The committee is working to strengthen GameStop's digital capabilities. E-commerce has become a vital segment of the company's business, as sales of traditional game discs have largely given way to digital downloads in recent years.</p><p>GameStop has hired several executives to spearhead its technology-focused initiatives. It's also looking for a new chief financial officer following CFO Jim Bell's resignation in February.</p><p><b>Now what</b></p><p>GameStop has long searched for ways to adapt its operations to changing consumer preferences. Digital game downloads represent an existential threat for its brick-and-mortar retail stores and high-margin used game business, and GameStop has struggled to overcome sales declines in these areas.</p><p>Cohen joined GameStop's board in January, with the goal of helping to improve the game retailer's online abilities. \"We are excited to bring our customer-obsessed mindset and technology experience to GameStop and its strategic assets,\" Cohen said in a press release announcing his board appointment.</p><p>Cohen's appointment helped to ignite ashort squeezein GameStop that drove its stock price up more than 15-fold before it fizzled out and its shares reversed course. His success in transforming the retailer into a legitimate e-commerce player will go a long way toward determining whether this latest rally in GameStop's shares proves sustainable.</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>Why GameStop Stock Soared Today</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\">\nWhy GameStop Stock Soared Today\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-10 13:56 GMT+8 <a href=https://www.fool.com/investing/2021/03/09/why-gamestop-stock-soared-today/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The video game retailer wants to become a tech company.What happenedShares ofGameStop(NYSE:GME)surged 27% on Tuesday, furthering the stock's sharp rise this week.So whatGameStop said on Monday that ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/03/09/why-gamestop-stock-soared-today/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GME":"游戏驿站"},"source_url":"https://www.fool.com/investing/2021/03/09/why-gamestop-stock-soared-today/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138906079","content_text":"The video game retailer wants to become a tech company.What happenedShares ofGameStop(NYSE:GME)surged 27% on Tuesday, furthering the stock's sharp rise this week.So whatGameStop said on Monday that its board of directors created a \"Strategic Planning and Capital Allocation Committee\" to accelerate its digital transformation. The committee is being led byChewy(NYSE:CHWY)founder and former CEO Ryan Cohen, who is one of GameStop's largest shareholders.The committee is working to strengthen GameStop's digital capabilities. E-commerce has become a vital segment of the company's business, as sales of traditional game discs have largely given way to digital downloads in recent years.GameStop has hired several executives to spearhead its technology-focused initiatives. It's also looking for a new chief financial officer following CFO Jim Bell's resignation in February.Now whatGameStop has long searched for ways to adapt its operations to changing consumer preferences. Digital game downloads represent an existential threat for its brick-and-mortar retail stores and high-margin used game business, and GameStop has struggled to overcome sales declines in these areas.Cohen joined GameStop's board in January, with the goal of helping to improve the game retailer's online abilities. \"We are excited to bring our customer-obsessed mindset and technology experience to GameStop and its strategic assets,\" Cohen said in a press release announcing his board appointment.Cohen's appointment helped to ignite ashort squeezein GameStop that drove its stock price up more than 15-fold before it fizzled out and its shares reversed course. His success in transforming the retailer into a legitimate e-commerce player will go a long way toward determining whether this latest rally in GameStop's shares proves sustainable.","news_type":1},"isVote":1,"tweetType":1,"viewCount":146,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":385906042,"gmtCreate":1613491329886,"gmtModify":1704881233455,"author":{"id":"3561592349876047","authorId":"3561592349876047","name":"Qazsyed","avatar":"https://static.tigerbbs.com/779810bb6e214d50a2ad2c29de509458","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561592349876047","authorIdStr":"3561592349876047"},"themes":[],"htmlText":"Great ","listText":"Great ","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/385906042","repostId":"1168066718","repostType":4,"repost":{"id":"1168066718","kind":"news","pubTimestamp":1613462601,"share":"https://ttm.financial/m/news/1168066718?lang=&edition=fundamental","pubTime":"2021-02-16 16:03","market":"sg","language":"en","title":"Singapore Adds to Spending Spree to Drive Recovery from Covid","url":"https://stock-news.laohu8.com/highlight/detail?id=1168066718","media":"Bloomberg","summary":"Singapore said it plans to spend S$11 billion($8.3 billion) to speed up the recovery of households a","content":"<p>Singapore said it plans to spend S$11 billion($8.3 billion) to speed up the recovery of households and businesses after the economy suffered its worst year since independence.</p><p>Deputy Prime Minister Heng Swee Keat, delivering the measures Tuesday in his budget speech to Parliament,notedthat the global recovery will be long and uneven across sectors.</p><p>The address comes after Singapore’s economy endured its biggest-ever contraction in 2020, with gross domestic product shrinking 5.4%. Growth is expected to rebound to 4%-6% this year, but the outlook remains challenging for some important sectors including aviation, transport and hospitality.</p><p><img src=\"https://static.tigerbbs.com/04445caa30ade9b31251a57e0e018fea\" tg-width=\"968\" tg-height=\"553\" referrerpolicy=\"no-referrer\"></p><p>Normally fiscally conservative, the challenges of the pandemic will force the city-state to run an overall budget deficit again, though narrower than the record high of 13.9% of gross domestic product in the 2020 financial year.</p><p>That compares with the global average for overall fiscal deficits of 11.8% of GDP in 2020 and 8.5% in 2021, according to International Monetary Fund projections. Before Heng’s remarks, analysts in a Bloomberg survey had projected the deficit would narrow to 4% in the financial year starting April 1.</p><p>Officials have signaled for months that they were ready to provide more aid after pledging about S$100 billion last year, particularly for vulnerable sectors.</p><p>The narrower deficit expected reflects the impact of earlier tranches of spending, a daily local caseload near zero, a vaccination drive and medium-term concerns about keeping spending more in line with revenue.</p>","source":"lsy1584095487587","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>Singapore Adds to Spending Spree to Drive Recovery from Covid</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; 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}\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\">\nSingapore Adds to Spending Spree to Drive Recovery from Covid\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-16 16:03 GMT+8 <a href=https://www.bloomberg.com/news/articles/2021-02-16/singapore-adds-to-spending-spree-to-drive-recovery-from-covid><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Singapore said it plans to spend S$11 billion($8.3 billion) to speed up the recovery of households and businesses after the economy suffered its worst year since independence.Deputy Prime Minister ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2021-02-16/singapore-adds-to-spending-spree-to-drive-recovery-from-covid\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"STI.SI":"富时新加坡海峡指数"},"source_url":"https://www.bloomberg.com/news/articles/2021-02-16/singapore-adds-to-spending-spree-to-drive-recovery-from-covid","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168066718","content_text":"Singapore said it plans to spend S$11 billion($8.3 billion) to speed up the recovery of households and businesses after the economy suffered its worst year since independence.Deputy Prime Minister Heng Swee Keat, delivering the measures Tuesday in his budget speech to Parliament,notedthat the global recovery will be long and uneven across sectors.The address comes after Singapore’s economy endured its biggest-ever contraction in 2020, with gross domestic product shrinking 5.4%. Growth is expected to rebound to 4%-6% this year, but the outlook remains challenging for some important sectors including aviation, transport and hospitality.Normally fiscally conservative, the challenges of the pandemic will force the city-state to run an overall budget deficit again, though narrower than the record high of 13.9% of gross domestic product in the 2020 financial year.That compares with the global average for overall fiscal deficits of 11.8% of GDP in 2020 and 8.5% in 2021, according to International Monetary Fund projections. Before Heng’s remarks, analysts in a Bloomberg survey had projected the deficit would narrow to 4% in the financial year starting April 1.Officials have signaled for months that they were ready to provide more aid after pledging about S$100 billion last year, particularly for vulnerable sectors.The narrower deficit expected reflects the impact of earlier tranches of spending, a daily local caseload near zero, a vaccination drive and medium-term concerns about keeping spending more in line with revenue.","news_type":1},"isVote":1,"tweetType":1,"viewCount":81,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}