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笑看海浪
2022-01-30
Is there real safe haven?
@Iverson_:Bank Stocks falling Sharply After Earnings,Is There a Safe Haven in This Market?
笑看海浪
2022-01-13
wise choice
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Fund manager Stephen Yui told MarketWatch sister publication Financial News that rising inflation made him uncomfortable with owning Amazon <a href=\"https://laohu8.com/S/AMZN\">$(AMZN)$</a>. "We've never liked the retail business, and now we like it even less because of the inflation narrative," he said.</p><p>The Labor Department on Wednesday reported that consumer prices shot up 7% in the 12 months ending December.</p><p>Yiu also said Walmart <a href=\"https://laohu8.com/S/WMT\">$(WMT)$</a> and others have stepped up their e-commerce game due to COVID.</p><p>On Amazon's other key business, cloud provider AWS, Yui said the growth potential of Microsoft <a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a>and Alphabet <a href=\"https://laohu8.com/S/GOOGL\">$(GOOGL)$</a>unit Google were higher.</p><p>Amazon shares have climbed 6% over the last 52 weeks, underperforming the broader S&P 500 that has gained 24%.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Here's Why a Star Fund Manager Just Sold His Entire Stake in Amazon.Com</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHere's Why a Star Fund Manager Just Sold His Entire Stake in Amazon.Com\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-01-13 20:11</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Amazon.com has been a holding for four years in the Blue Whale Growth fund, <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the highest-profile U.K. funds that invests in U.S. companies.</p><p>Not any longer. Fund manager Stephen Yui told MarketWatch sister publication Financial News that rising inflation made him uncomfortable with owning Amazon <a href=\"https://laohu8.com/S/AMZN\">$(AMZN)$</a>. "We've never liked the retail business, and now we like it even less because of the inflation narrative," he said.</p><p>The Labor Department on Wednesday reported that consumer prices shot up 7% in the 12 months ending December.</p><p>Yiu also said Walmart <a href=\"https://laohu8.com/S/WMT\">$(WMT)$</a> and others have stepped up their e-commerce game due to COVID.</p><p>On Amazon's other key business, cloud provider AWS, Yui said the growth potential of Microsoft <a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a>and Alphabet <a href=\"https://laohu8.com/S/GOOGL\">$(GOOGL)$</a>unit Google were higher.</p><p>Amazon shares have climbed 6% over the last 52 weeks, underperforming the broader S&P 500 that has gained 24%.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4532":"文艺复兴科技持仓","BK4503":"景林资产持仓","BK4554":"元宇宙及AR概念","BK4122":"互联网与直销零售","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4524":"宅经济概念","BK4535":"淡马锡持仓","BK4548":"巴美列捷福持仓","BK4551":"寇图资本持仓","BK4561":"索罗斯持仓","BK4538":"云计算","BK4507":"流媒体概念","BK4559":"巴菲特持仓","BK4534":"瑞士信贷持仓","AMZN":"亚马逊","BK4527":"明星科技股","BK4550":"红杉资本持仓","BK4566":"资本集团"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2203769884","content_text":"Amazon.com has been a holding for four years in the Blue Whale Growth fund, one of the highest-profile U.K. funds that invests in U.S. companies.Not any longer. Fund manager Stephen Yui told MarketWatch sister publication Financial News that rising inflation made him uncomfortable with owning Amazon $(AMZN)$. \"We've never liked the retail business, and now we like it even less because of the inflation narrative,\" he said.The Labor Department on Wednesday reported that consumer prices shot up 7% in the 12 months ending December.Yiu also said Walmart $(WMT)$ and others have stepped up their e-commerce game due to COVID.On Amazon's other key business, cloud provider AWS, Yui said the growth potential of Microsoft $(MSFT)$and Alphabet $(GOOGL)$unit Google were higher.Amazon shares have climbed 6% over the last 52 weeks, underperforming the broader S&P 500 that has gained 24%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":439,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9093354859,"gmtCreate":1643528873177,"gmtModify":1676533829101,"author":{"id":"3568626071358310","authorId":"3568626071358310","name":"笑看海浪","avatar":"https://static.tigerbbs.com/e9cd2d8a79ea2af91a68f05a2657cc75","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"Is there real safe haven?","listText":"Is there real safe haven?","text":"Is there real safe haven?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9093354859","repostId":"9007953905","repostType":1,"repost":{"id":9007953905,"gmtCreate":1642747562130,"gmtModify":1676533742847,"author":{"id":"4102729180680350","authorId":"4102729180680350","name":"Iverson_","avatar":"https://static.itradeup.com/news/ebb29722e4280698dadd2f78376ff19e","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"Bank Stocks falling Sharply After Earnings,Is There a Safe Haven in This Market?","htmlText":"Big banks performed well in 2021, and the US banking index<a target=\"_blank\" href=\"https://laohu8.com/S/KRX\">$KBW Regional Banking Index(KRX)$</a> rose 33% for a whole year, outperforming S&P (27%). All five major banks have announced their fourth-quarter financial reports. In view of the general decline in trading income and the market concerns that large banks may weaken their profits next year due to cost problems, banks all fell sharply in recent days. Q4 Earnings season started under the background of high inflation and interest rate hikes, and the market focus more on earnings instead of valuation.Banks wil go upward differentially due to business structure and cost control. Under the environmen","listText":"Big banks performed well in 2021, and the US banking index<a target=\"_blank\" href=\"https://laohu8.com/S/KRX\">$KBW Regional Banking Index(KRX)$</a> rose 33% for a whole year, outperforming S&P (27%). All five major banks have announced their fourth-quarter financial reports. In view of the general decline in trading income and the market concerns that large banks may weaken their profits next year due to cost problems, banks all fell sharply in recent days. Q4 Earnings season started under the background of high inflation and interest rate hikes, and the market focus more on earnings instead of valuation.Banks wil go upward differentially due to business structure and cost control. Under the environmen","text":"Big banks performed well in 2021, and the US banking index$KBW Regional Banking Index(KRX)$ rose 33% for a whole year, outperforming S&P (27%). All five major banks have announced their fourth-quarter financial reports. In view of the general decline in trading income and the market concerns that large banks may weaken their profits next year due to cost problems, banks all fell sharply in recent days. Q4 Earnings season started under the background of high inflation and interest rate hikes, and the market focus more on earnings instead of valuation.Banks wil go upward differentially due to business structure and cost control. Under the environmen","images":[{"img":"https://static.tigerbbs.com/2414516a3586a24d024b1da66580d138","width":"974","height":"327"},{"img":"https://static.tigerbbs.com/35cc21ff72c851018d5cbc8588f88bca","width":"934","height":"441"},{"img":"https://static.tigerbbs.com/a29c82bdec9f44f4d54eb49b9e2ad355","width":"887","height":"344"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9007953905","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":211,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}
