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Alexander920
2021-09-02
$Sesen Bio, Inc.(SESN)$
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Alexander920
2021-08-24
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@牛万理性做多中国:黃金再度站上1800，這個價格值的進場嗎？接下來幾個月走勢我的思考
Alexander920
2021-05-27
$Histogenics Corporation(OCGN)$
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Alexander920
2021-04-22
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up"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":834566558,"gmtCreate":1629814015974,"gmtModify":1676530140067,"author":{"id":"3568645889733630","authorId":"3568645889733630","name":"Alexander920","avatar":"https://static.tigerbbs.com/7b1cf8fbd49671b19a4dd7dd167624fc","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568645889733630","idStr":"3568645889733630"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/834566558","repostId":"834808610","repostType":1,"repost":{"id":834808610,"gmtCreate":1629785992430,"gmtModify":1676530130543,"author":{"id":"3465849506761816","authorId":"3465849506761816","name":"牛万理性做多中国","avatar":"https://static.tigerbbs.com/80be7e50c1e84549663373f4acbd1518","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3465849506761816","idStr":"3465849506761816"},"themes":[],"title":"黃金再度站上1800，這個價格值的進場嗎？接下來幾個月走勢我的思考","htmlText":"大家好我是牛萬，從上次分享黃金框架和走勢後又過去了兩個月時間，這段時間我一直進行黃金期貨以及期權的操作，馬上進入鮑威爾在年中提到就業強勁的“夏末秋初”時間節點。黃金再度站上1800，不少投機多頭開始押注通脹繼續上行，而加息預期沒有變動，這導致實際利率預期再次下行，黃金隨之反彈。今天再次給大家進行一下系統性熟悉。以及通脹與名義利率間，美聯儲預期管理的判斷。同時說一下未來3個月（到年底），我對黃金走勢的看法。黃金交易的邏輯從頭給小白簡單擼一遍，黃金交易的是什麼？很簡單，宏觀層面是美國的債務和信用。也就是說從大週期緯度上看，美國債務的增加導致信用不斷被損耗，在此不展開，學過經濟學的股友應該對世界貨幣之錨美元有最基本的瞭解，對應的另一端就是黃金。中觀層面是我們作爲交易最爲重要的思考內容，黃金對標的是美元的實際利率，因爲金融市場是前瞻性反應，在此還要加一個“預期”。不少朋友總拿加息降息、通脹通縮直接對標黃金的因果，這是錯誤的。加息降息對標的是名義利率，而不是實際利率，最簡單的公式還是要懂，實際利率=名義利率-通脹。交易中加上預期。實際利率與黃金黃金走勢變化傳導黃金價格是美元實際利率的“中長端”，這是非常重要的一點。我以最去年到今年的走勢進行簡單覆盤便於大家理解，去年8月，美聯儲還在放水，財政也沒有收，可是爲什麼黃金見頂了？原因很簡單，預期變了，你回頭仔細看看鮑威爾在8月說了什麼，就明白美聯儲的預期管理是什麼意思了。簡單說，鮑威爾在疫情後第一次釋放加息taper的思考，那遠端的名義利率預期就已經上去了，這導致實際利率預期遠端快速上升，而通脹在高位沒有動，黃金自然承壓漲不動了。這種傳導從去年一直到今年，隨着美聯儲多次釋放信號，名義利率預期由長端到中端逐步拉昇，到了今年只剩下短端了。所以大趨勢是下跌的是非常合邏輯，至於中間的小波浪反彈，大家別問我，除了3月份的1700到1900的反彈外，其","listText":"大家好我是牛萬，從上次分享黃金框架和走勢後又過去了兩個月時間，這段時間我一直進行黃金期貨以及期權的操作，馬上進入鮑威爾在年中提到就業強勁的“夏末秋初”時間節點。黃金再度站上1800，不少投機多頭開始押注通脹繼續上行，而加息預期沒有變動，這導致實際利率預期再次下行，黃金隨之反彈。今天再次給大家進行一下系統性熟悉。以及通脹與名義利率間，美聯儲預期管理的判斷。同時說一下未來3個月（到年底），我對黃金走勢的看法。黃金交易的邏輯從頭給小白簡單擼一遍，黃金交易的是什麼？很簡單，宏觀層面是美國的債務和信用。也就是說從大週期緯度上看，美國債務的增加導致信用不斷被損耗，在此不展開，學過經濟學的股友應該對世界貨幣之錨美元有最基本的瞭解，對應的另一端就是黃金。中觀層面是我們作爲交易最爲重要的思考內容，黃金對標的是美元的實際利率，因爲金融市場是前瞻性反應，在此還要加一個“預期”。不少朋友總拿加息降息、通脹通縮直接對標黃金的因果，這是錯誤的。加息降息對標的是名義利率，而不是實際利率，最簡單的公式還是要懂，實際利率=名義利率-通脹。交易中加上預期。實際利率與黃金黃金走勢變化傳導黃金價格是美元實際利率的“中長端”，這是非常重要的一點。我以最去年到今年的走勢進行簡單覆盤便於大家理解，去年8月，美聯儲還在放水，財政也沒有收，可是爲什麼黃金見頂了？原因很簡單，預期變了，你回頭仔細看看鮑威爾在8月說了什麼，就明白美聯儲的預期管理是什麼意思了。簡單說，鮑威爾在疫情後第一次釋放加息taper的思考，那遠端的名義利率預期就已經上去了，這導致實際利率預期遠端快速上升，而通脹在高位沒有動，黃金自然承壓漲不動了。這種傳導從去年一直到今年，隨着美聯儲多次釋放信號，名義利率預期由長端到中端逐步拉昇，到了今年只剩下短端了。所以大趨勢是下跌的是非常合邏輯，至於中間的小波浪反彈，大家別問我，除了3月份的1700到1900的反彈外，其","text":"大家好我是牛萬，從上次分享黃金框架和走勢後又過去了兩個月時間，這段時間我一直進行黃金期貨以及期權的操作，馬上進入鮑威爾在年中提到就業強勁的“夏末秋初”時間節點。黃金再度站上1800，不少投機多頭開始押注通脹繼續上行，而加息預期沒有變動，這導致實際利率預期再次下行，黃金隨之反彈。今天再次給大家進行一下系統性熟悉。以及通脹與名義利率間，美聯儲預期管理的判斷。同時說一下未來3個月（到年底），我對黃金走勢的看法。黃金交易的邏輯從頭給小白簡單擼一遍，黃金交易的是什麼？很簡單，宏觀層面是美國的債務和信用。也就是說從大週期緯度上看，美國債務的增加導致信用不斷被損耗，在此不展開，學過經濟學的股友應該對世界貨幣之錨美元有最基本的瞭解，對應的另一端就是黃金。中觀層面是我們作爲交易最爲重要的思考內容，黃金對標的是美元的實際利率，因爲金融市場是前瞻性反應，在此還要加一個“預期”。不少朋友總拿加息降息、通脹通縮直接對標黃金的因果，這是錯誤的。加息降息對標的是名義利率，而不是實際利率，最簡單的公式還是要懂，實際利率=名義利率-通脹。交易中加上預期。實際利率與黃金黃金走勢變化傳導黃金價格是美元實際利率的“中長端”，這是非常重要的一點。我以最去年到今年的走勢進行簡單覆盤便於大家理解，去年8月，美聯儲還在放水，財政也沒有收，可是爲什麼黃金見頂了？原因很簡單，預期變了，你回頭仔細看看鮑威爾在8月說了什麼，就明白美聯儲的預期管理是什麼意思了。簡單說，鮑威爾在疫情後第一次釋放加息taper的思考，那遠端的名義利率預期就已經上去了，這導致實際利率預期遠端快速上升，而通脹在高位沒有動，黃金自然承壓漲不動了。這種傳導從去年一直到今年，隨着美聯儲多次釋放信號，名義利率預期由長端到中端逐步拉昇，到了今年只剩下短端了。所以大趨勢是下跌的是非常合邏輯，至於中間的小波浪反彈，大家別問我，除了3月份的1700到1900的反彈外，其","images":[{"img":"https://static.tigerbbs.com/0e46d321d22e3a14bbb4efc47386881d","width":"688","height":"501"},{"img":"https://static.tigerbbs.com/e76f11bbadee246c94be56ccc4f748fe","width":"688","height":"1223"},{"img":"https://static.tigerbbs.com/0d91ec369059c3f4c58dd9a1a3e2dc3e","width":"688","height":"318"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/834808610","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":268,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":812560987,"gmtCreate":1630594834649,"gmtModify":1676530352349,"author":{"id":"3568645889733630","authorId":"3568645889733630","name":"Alexander920","avatar":"https://static.tigerbbs.com/7b1cf8fbd49671b19a4dd7dd167624fc","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568645889733630","idStr":"3568645889733630"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SESN\">$Sesen Bio, Inc.(SESN)$</a>?","listText":"<a href=\"https://laohu8.com/S/SESN\">$Sesen Bio, Inc.(SESN)$</a>?","text":"$Sesen Bio, Inc.(SESN)$?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/812560987","isVote":1,"tweetType":1,"viewCount":350,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":378655893,"gmtCreate":1619029385312,"gmtModify":1704718555007,"author":{"id":"3568645889733630","authorId":"3568645889733630","name":"Alexander920","avatar":"https://static.tigerbbs.com/7b1cf8fbd49671b19a4dd7dd167624fc","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568645889733630","idStr":"3568645889733630"},"themes":[],"htmlText":"???","listText":"???","text":"???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/378655893","repostId":"1169511424","repostType":2,"repost":{"id":"1169511424","pubTimestamp":1618803055,"share":"https://ttm.financial/m/news/1169511424?lang=&edition=fundamental","pubTime":"2021-04-19 11:30","market":"us","language":"en","title":"Castor Maritime Has Gotten Way Ahead Of Itself At This Point","url":"https://stock-news.laohu8.com/highlight/detail?id=1169511424","media":"InvestorPlace","summary":"CTRM stock is most overbought stock in its peer group.\n\nCyprus-based shipping specialistCastor Marit","content":"<blockquote>\n CTRM stock is most overbought stock in its peer group.\n</blockquote>\n<p>Cyprus-based shipping specialist<b>Castor Maritime</b>(NASDAQ:<b><u>CTRM</u></b>) has emerged as one of the leading momo stocks in the market. Its share price has shot up 212% in the past six months, making it the most overvalued stock in its peer group. The company has taken advantage of its momentum and issued a combination of new shares and warrant sweeteners to fund its expansion. However, the growth in CTRM stock has hugely outpaced the growth in its underlying business.</p>\n<p>Amidst this entire hullabaloo, the company has been aggressively expanding its fleet. It has more than doubled its fleet in just the first quarter alone, consisting of bulk carriers and a couple of Aframax tankers. Most recently, it purchased a2011 Japanese-built dry carrier for roughly $18.5 million. It also released its earnings results in the past month, which were mighty impressive considering the pandemic’s impact on the business. Despite its progress, though, the problem with its share price continues to be a thorn in its side.</p>\n<p><b>Massive Dilution</b></p>\n<p>Since mid-2020, Castor Maritime has issued more than 450 million new shares and warrant sweeteners below prevailing share prices. The ongoing rally has resulted in a complete exercise of warrants, which has now taken the outstanding share count to a whopping 707 million. These developments have led toits cash balance growing by a massive 118%. Moreover, its common share capital has ballooned by over 3,800% after 2020.</p>\n<p>The company recently announced it would be selling192.3 million sharesat 65 cents per share to existing shareholders. The offering is expected to raise to $125 million, excluding transaction-related expenses.</p>\n<p>Hence, the company’s market capitalization has skyrocketed from $24.9 million at the beginning of the year to as high as $1.38 billion in February. The divergence naturally attracted short investors, who have been making the rounds since the beginning of the year.</p>\n<p>With the massive growth in its price, CTRM stock is now significantly more overbought than its peers. For example, if we consider its enterprise value to sales figure, it currently exceeds the sector median by over 1,600%. Moreover, its price to sales ratio also exceeds the sector median by more than 60%. Hence, with such remarkable discrepancies, it’s tough to get excited about CTRM stock at this time.</p>\n<p><b>Recent Earnings Results</b></p>\n<p>Castor Maritime’s problem is that its share price growth has shifted the attention away from its impressive financial performance.Revenues for 2020 were at $12.5 millioncompared to the $6 million it made in 2019. Moreover, its EBITDAwas slightly higher at $2.3 millioncompared to the $2.2 million it generated in 2019. The company has performed exceedingly well in the past five quarters, growing revenues by triple digits.</p>\n<p>Moreover, it continues to effectively execute its growth strategy, doubling its fleet size in the past year. As mentioned earlier, it has already added a few more vessels to its fleet this year. Moreover, it should continue investing in the expansion of its fleet this year and beyond with its equity raises. The dry bulk shipping market is improving, and the company expects a more favorable business environment this year. Therefore, it should pick up from where it left off in 2020 and finish off this year with a bang.</p>\n<p><b>Final Word on CTRM Stock</b></p>\n<p>CTRM stock has gotten way ahead of itself, and even its CEO concurs with that notion. It has been incredibly volatile of-late, but it still trades at unreasonable levels regardless of its recent correction. The sad part is that it has taken the shine off its relatively impressive earnings. Therefore, investors looking for exposure to dry bulk shipping might want to invest in industry leaders such as<b>Star Bulk Carriers</b>(NASDAQ:<b><u>BULK</u></b>) or<b>Eagle Bulk Shipping</b>(NASDAQ:<b>EGLE</b>) instead.</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>Castor Maritime Has Gotten Way Ahead Of Itself At This Point</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\">\nCastor Maritime Has Gotten Way Ahead Of Itself At This Point\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-19 11:30 GMT+8 <a href=https://investorplace.com/2021/04/ctrm-stock-has-gotten-way-ahead-of-itself-at-this-point/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>CTRM stock is most overbought stock in its peer group.\n\nCyprus-based shipping specialistCastor Maritime(NASDAQ:CTRM) has emerged as one of the leading momo stocks in the market. Its share price has ...</p>\n\n<a href=\"https://investorplace.com/2021/04/ctrm-stock-has-gotten-way-ahead-of-itself-at-this-point/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CTRM":"Castor Maritime, Inc."},"source_url":"https://investorplace.com/2021/04/ctrm-stock-has-gotten-way-ahead-of-itself-at-this-point/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169511424","content_text":"CTRM stock is most overbought stock in its peer group.\n\nCyprus-based shipping specialistCastor Maritime(NASDAQ:CTRM) has emerged as one of the leading momo stocks in the market. Its share price has shot up 212% in the past six months, making it the most overvalued stock in its peer group. The company has taken advantage of its momentum and issued a combination of new shares and warrant sweeteners to fund its expansion. However, the growth in CTRM stock has hugely outpaced the growth in its underlying business.\nAmidst this entire hullabaloo, the company has been aggressively expanding its fleet. It has more than doubled its fleet in just the first quarter alone, consisting of bulk carriers and a couple of Aframax tankers. Most recently, it purchased a2011 Japanese-built dry carrier for roughly $18.5 million. It also released its earnings results in the past month, which were mighty impressive considering the pandemic’s impact on the business. Despite its progress, though, the problem with its share price continues to be a thorn in its side.\nMassive Dilution\nSince mid-2020, Castor Maritime has issued more than 450 million new shares and warrant sweeteners below prevailing share prices. The ongoing rally has resulted in a complete exercise of warrants, which has now taken the outstanding share count to a whopping 707 million. These developments have led toits cash balance growing by a massive 118%. Moreover, its common share capital has ballooned by over 3,800% after 2020.\nThe company recently announced it would be selling192.3 million sharesat 65 cents per share to existing shareholders. The offering is expected to raise to $125 million, excluding transaction-related expenses.\nHence, the company’s market capitalization has skyrocketed from $24.9 million at the beginning of the year to as high as $1.38 billion in February. The divergence naturally attracted short investors, who have been making the rounds since the beginning of the year.\nWith the massive growth in its price, CTRM stock is now significantly more overbought than its peers. For example, if we consider its enterprise value to sales figure, it currently exceeds the sector median by over 1,600%. Moreover, its price to sales ratio also exceeds the sector median by more than 60%. Hence, with such remarkable discrepancies, it’s tough to get excited about CTRM stock at this time.\nRecent Earnings Results\nCastor Maritime’s problem is that its share price growth has shifted the attention away from its impressive financial performance.Revenues for 2020 were at $12.5 millioncompared to the $6 million it made in 2019. Moreover, its EBITDAwas slightly higher at $2.3 millioncompared to the $2.2 million it generated in 2019. The company has performed exceedingly well in the past five quarters, growing revenues by triple digits.\nMoreover, it continues to effectively execute its growth strategy, doubling its fleet size in the past year. As mentioned earlier, it has already added a few more vessels to its fleet this year. Moreover, it should continue investing in the expansion of its fleet this year and beyond with its equity raises. The dry bulk shipping market is improving, and the company expects a more favorable business environment this year. Therefore, it should pick up from where it left off in 2020 and finish off this year with a bang.\nFinal Word on CTRM Stock\nCTRM stock has gotten way ahead of itself, and even its CEO concurs with that notion. It has been incredibly volatile of-late, but it still trades at unreasonable levels regardless of its recent correction. The sad part is that it has taken the shine off its relatively impressive earnings. Therefore, investors looking for exposure to dry bulk shipping might want to invest in industry leaders such asStar Bulk Carriers(NASDAQ:BULK) orEagle Bulk Shipping(NASDAQ:EGLE) instead.","news_type":1},"isVote":1,"tweetType":1,"viewCount":225,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}
