MIKEEEE personal page - To The Moon

MIKEEEE

MIKEEEE

Using tiger brokers to help me attain financial freedom

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2022-03-12

$AMC Entertainment(AMC)$Seems like next week's price action gonna be nasty but ain't no leaving💎🙌🏻!

2022-08-11

$Apple(AAPL)$Have anyone of ya'll recieved your APPL dividends yet? I thought today is the payout date?[Smug]

2022-02-26

$AMC Entertainment(AMC)$Bought more AMC Shares on my paycheck yesterday (: 💎🙌🏻

2022-03-20

$AMC Entertainment(AMC)$I guess it's us?[Cool]

2022-03-19

$AMC Entertainment(AMC)$Slowly moving upwards 🚀 otw to 20 soon.

2022-01-15

$AMC Entertainment(AMC)$Next week 21st January will the rocket take off?🚀

2022-01-04

$AMC Entertainment(AMC)$Not leaving

2022-01-03

$AMC Entertainment(AMC)$Happy New Year, jan 21st will be interesting for AMC

2022-08-02

Exit strategy? No thanks, I'll stick to DCA and hold for the long term growth

Apple: Sell The Bounce

2022-02-19

$AMC Entertainment(AMC)$Not Leaving 💎🙌🏻

2022-01-08

$AMC Entertainment(AMC)$#Not Leaving💎🙌🏻! Trying to average down every month

2022-03-17

$AMC Entertainment(AMC)$$15.75 break and we fly from there🚀

2022-01-26

$AMC Entertainment(AMC)$Green Today🚀

2022-02-09

$AMC Entertainment(AMC)$Where are the shills that are saying it's going down to $10? 😂

2022-01-26

$AMC Entertainment(AMC)$Payday bought more AMC shares🥳.

2022-04-23

$AMC Entertainment(AMC)$Bought more AMC last night😊 #NotLeaving

2022-02-04

$AMC Entertainment(AMC)$💎🙌🏻

2022-04-05

$AMC Entertainment(AMC)$Was planning to average down but i went greedy and play options on AMC and lose it all[Cry]

2022-03-24

$AMC Entertainment(AMC)$Tonight break $22?🚀, not leaving💎🙌🏻

2022-12-19

Is it just me or i don't mind a pullback so i can grab more cheap valued stocks so that i can lower my averaging stocks positions.

The Fed Crushed Investors' Hopes Of A Santa Claus Rally

Go to Tiger App to see more news

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grew to $404B; including over 4,500 commercial airplanes.</li><li>The company reaffirmed guidance: $4.5B-$6.5B of operating cash flow and $3B-$5B free cash flow.</li><li>&#34;We had a solid fourth quarter, and 2022 proved to be an important year in our recovery,&#34; said Dave Calhoun, Boeing President and Chief Executive Officer. &#34;Demand across our portfolio is strong, and we remain focused on driving stability in our operations and within the supply chain to meet our commitments in 2023 and beyond. We are investing in our business, innovating and prioritizing safety, quality and transparency in all that we do. While challenges remain, we are well positioned and are on the right path to restoring our operational and financial strength.&#34;</li><li>Looking at the stock performance, BA has gained more than 8.5% so far this year.</li><li>Wall Street analysts rate the BA stock BUY in contrast to Hold rating by SA quant rating system.</li></ul></body></html>","source":"seekingalpha_fund","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>Boeing Non-GAAP EPS of -$1.75 Misses By $1.95, Revenue of $19.98B Misses By $120M</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\">\nBoeing Non-GAAP EPS of -$1.75 Misses By $1.95, Revenue of $19.98B Misses By $120M\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-25 20:37 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3927660-boeing-non-gaap-eps-of-1_75-misses-1_95-revenue-of-19_98b-misses-120m><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Boeing(NYSE:BA) Q4 Non-GAAP EPS of -$1.75misses by $1.95.Revenue of $19.98B (+35.1% Y/Y)misses by $120M.During the quarter, the company delivered 152 commercial airplanes and recorded 376 net orders....</p>\n\n<a href=\"https://seekingalpha.com/news/3927660-boeing-non-gaap-eps-of-1_75-misses-1_95-revenue-of-19_98b-misses-120m\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BA":"波音"},"source_url":"https://seekingalpha.com/news/3927660-boeing-non-gaap-eps-of-1_75-misses-1_95-revenue-of-19_98b-misses-120m","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112043077","content_text":"Boeing(NYSE:BA) Q4 Non-GAAP EPS of -$1.75misses by $1.95.Revenue of $19.98B (+35.1% Y/Y)misses by $120M.During the quarter, the company delivered 152 commercial airplanes and recorded 376 net orders.Total company backlog grew to $404B; including over 4,500 commercial airplanes.The company reaffirmed guidance: $4.5B-$6.5B of operating cash flow and $3B-$5B free cash flow.\"We had a solid fourth quarter, and 2022 proved to be an important year in our recovery,\" said Dave Calhoun, Boeing President and Chief Executive Officer. \"Demand across our portfolio is strong, and we remain focused on driving stability in our operations and within the supply chain to meet our commitments in 2023 and beyond. We are investing in our business, innovating and prioritizing safety, quality and transparency in all that we do. While challenges remain, we are well positioned and are on the right path to restoring our operational and financial strength.\"Looking at the stock performance, BA has gained more than 8.5% so far this year.Wall Street analysts rate the BA stock BUY in contrast to Hold rating by SA quant rating system.","news_type":1},"isVote":1,"tweetType":1,"viewCount":592,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9952860698,"gmtCreate":1674613565914,"gmtModify":1676538949079,"author":{"id":"3569412332041632","authorId":"3569412332041632","name":"MIKEEEE","avatar":"https://static.tigerbbs.com/55d7698324bac4ddc5e562444ede006b","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3569412332041632","authorIdStr":"3569412332041632"},"themes":[],"htmlText":"Prepare for a incoming dump.[Miser]&nbsp;","listText":"Prepare for a incoming dump.[Miser]&nbsp;","text":"Prepare for a incoming dump.[Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9952860698","repostId":"2306544148","repostType":4,"repost":{"id":"2306544148","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1674610206,"share":"https://ttm.financial/m/news/2306544148?lang=&edition=fundamental","pubTime":"2023-01-25 09:30","market":"hk","language":"en","title":"Tesla Earnings Will Be \"Most Important\" in History, Tesla Bull Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2306544148","media":"Dow Jones","summary":"Tesla Inc. is slated to report fourth-quarter earnings after the bell Wednesday, and a known Tesla b","content":"<html><head></head><body><p>Tesla Inc. is slated to report fourth-quarter earnings after the bell Wednesday, and a known Tesla bull is calling the report &#34;one of the most important in history,&#34; both for the EV maker and Chief Executive Elon Musk.</p><p>Tesla (TSLA) shares edged higher on Tuesday after a rally on Monday that took them to their highest close since Dec. 19.</p><p>&#34;After experiencing unprecedented hyper growth over the past few years in the EV market which was essentially created by Musk, now Tesla faces a darker macro in 2023 with fierce competition coming from all angles,&#34; Wedbush analyst Dan Ives said in a note Tuesday.</p><p>FactSet consensus calls for Tesla to report fourth-quarter adjusted earnings of $1.13 on sales of $24.7 billion. That would compare with adjusted earnings of 85 cents on sales of $17.7 billion in the fourth quarter of 2021.</p><p>&#34;Adding to that backdrop is Musk who has essentially gone from a superhero with a red cape to a villain in the eyes of many investors after the ongoing Twitter fiasco has cast a dark shadow over Tesla&#39;s stock,&#34; Ives said.</p><p>Musk is testifying in a federal trial around taking Tesla private tweets in 2018.</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>Tesla Earnings Will Be \"Most Important\" in History, Tesla Bull Says</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 Earnings Will Be \"Most Important\" in History, Tesla Bull Says\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\">2023-01-25 09:30</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Tesla Inc. is slated to report fourth-quarter earnings after the bell Wednesday, and a known Tesla bull is calling the report &#34;one of the most important in history,&#34; both for the EV maker and Chief Executive Elon Musk.</p><p>Tesla (TSLA) shares edged higher on Tuesday after a rally on Monday that took them to their highest close since Dec. 19.</p><p>&#34;After experiencing unprecedented hyper growth over the past few years in the EV market which was essentially created by Musk, now Tesla faces a darker macro in 2023 with fierce competition coming from all angles,&#34; Wedbush analyst Dan Ives said in a note Tuesday.</p><p>FactSet consensus calls for Tesla to report fourth-quarter adjusted earnings of $1.13 on sales of $24.7 billion. That would compare with adjusted earnings of 85 cents on sales of $17.7 billion in the fourth quarter of 2021.</p><p>&#34;Adding to that backdrop is Musk who has essentially gone from a superhero with a red cape to a villain in the eyes of many investors after the ongoing Twitter fiasco has cast a dark shadow over Tesla&#39;s stock,&#34; Ives said.</p><p>Musk is testifying in a federal trial around taking Tesla private tweets in 2018.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2306544148","content_text":"Tesla Inc. is slated to report fourth-quarter earnings after the bell Wednesday, and a known Tesla bull is calling the report \"one of the most important in history,\" both for the EV maker and Chief Executive Elon Musk.Tesla (TSLA) shares edged higher on Tuesday after a rally on Monday that took them to their highest close since Dec. 19.\"After experiencing unprecedented hyper growth over the past few years in the EV market which was essentially created by Musk, now Tesla faces a darker macro in 2023 with fierce competition coming from all angles,\" Wedbush analyst Dan Ives said in a note Tuesday.FactSet consensus calls for Tesla to report fourth-quarter adjusted earnings of $1.13 on sales of $24.7 billion. That would compare with adjusted earnings of 85 cents on sales of $17.7 billion in the fourth quarter of 2021.\"Adding to that backdrop is Musk who has essentially gone from a superhero with a red cape to a villain in the eyes of many investors after the ongoing Twitter fiasco has cast a dark shadow over Tesla's stock,\" Ives said.Musk is testifying in a federal trial around taking Tesla private tweets in 2018.","news_type":1},"isVote":1,"tweetType":1,"viewCount":376,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9959686380,"gmtCreate":1672970974340,"gmtModify":1676538764818,"author":{"id":"3569412332041632","authorId":"3569412332041632","name":"MIKEEEE","avatar":"https://static.tigerbbs.com/55d7698324bac4ddc5e562444ede006b","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3569412332041632","authorIdStr":"3569412332041632"},"themes":[],"htmlText":"Bad in the short run? No worries, DCA in while it dips and hold for the long term.","listText":"Bad in the short run? No worries, DCA in while it dips and hold for the long term.","text":"Bad in the short run? No worries, DCA in while it dips and hold for the long term.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9959686380","repostId":"2301829976","repostType":2,"repost":{"id":"2301829976","kind":"highlight","pubTimestamp":1672967555,"share":"https://ttm.financial/m/news/2301829976?lang=&edition=fundamental","pubTime":"2023-01-06 09:12","market":"us","language":"en","title":"Nonfarm Payrolls Report to Provide Insight Into Inflation, Fed Policy","url":"https://stock-news.laohu8.com/highlight/detail?id=2301829976","media":"Seekingalpha","summary":"The nonfarm payrolls report for December will provide fresh data on exactly how tight the labor mark","content":"<html><head></head><body><p>The nonfarm payrolls report for December will provide fresh data on exactly how tight the labor market is and what that means for inflation and the Federal Reserve&#39;s monetary policy decisions.</p><p>Economists are expecting that Friday morning&#39;s report will show ~200K jobs were added in December and the unemployment rate stayed at 3.7%, still near a 50-year low. When the pandemic hit the U.S. economy, 22M jobs were lost in March and April combined. Since then, jobs growth has stayed above prepandemic levels. </p><p>Total nonfarm payroll employment averaged 392K per month in 2022 through November, and 562K per month in 2021. By comparison, the average monthly job gains in the last three months of 2019 was 184K.</p><p>The consensus of ~200K for December appears to be &#34;in line with recent trends, which has been toward gradually slowing job growth,&#34; said Julia Pollak, chief economist at ZipRecruiter.</p><p>With unemployment staying so low, Federal Reserve Chair Jerome Powell has often pointed to the tight labor market as reason that the central bank can keep raising rates. The supply-demand balance in the labor market needs to come more in line, he has said.</p><p>Frank Steemers, senior economist at The Conference Board, expects that the Fed will be looking for job growth in the range of 100K to consider labor supply-demand more balanced. The strongest sectors are likely to be leisure and hospitality, which still haven&#39;t recovered fully from the pandemic, and healthcare.</p><p>The sectors that boomed during the pandemic are the most likely to exhibit weakness this month and in coming reports. Weak sectors are likely to be tech and construction, Steemers said. Pollak also pointed to the financial industry and trucking/transportation as slowing down after tremendous growth in 2021.</p><p>For the headline jobs number, she expects a number in the 100K-150K range would make the Fed &#34;feel very comfortable,&#34; and &#34;then you would see wage growth moderation.&#34;</p><p>And while many people concentrate on the headline number of jobs added and the unemployment rate, wage growth will be a focal point, indicating how much the tight labor market may be contributing to inflation. The consensus expects average hourly earnings to rise 5.0% on a Y/Y basis vs. 5.1% in November. That had risen from 4.7% Y/Y growth in October.</p><p>ZipRecruiter&#39;s Pollak would expect that the Fed is looking for 3.5%-4.0% wage growth to get the economy back to 2% inflation. This month&#39;s number will help determine whether November&#39;s wage growth increase is part of a trend or an aberration.</p><p>22V Research&#39;s Gerard MacDonnell agrees that wage growth will be an important focus of Friday&#39;s report. &#34;We know that wage growth is currently high and we have good reasons to suspect that the Fed will squeeze the economy and take the associated recession risk until that condition is resolved,&#34; he wrote a note earlier this week.</p><p>The Fed is &#34;hoping to pull off an unusual feat&#34; in reducing job openings without increasing the unemployment rate, Pollak said.</p><p>The Conference Board expects the U.S. economy to tip into recession in the first quarter of 2023, but it should be &#34;short and mild,&#34; Steemers said. It expects unemployment to reach 4.5% by the end of the year.</p><p>Steemers sees the Fed raising rate two more times this year, at 25 basis points each, the holding it steady at 4.75%-5% throughout 2023.</p><p>And while a couple of Fed officials have recently said they expect to increase the policy rate to above 5%, Steemers said, &#34;I think they will want to be careful and not raise rates too, too high. Because maybe then the impact on the labor market will be too negative in the long term.&#34;</p><p>SA contributor Logan Kane explains why a decent nonfarm payrolls report and inflation coming in as expected would be bad for stocks in the short run</p></body></html>","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>Nonfarm Payrolls Report to Provide Insight Into Inflation, Fed Policy</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\">\nNonfarm Payrolls Report to Provide Insight Into Inflation, Fed Policy\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-06 09:12 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3922102-nonfarm-payrolls-will-show-just-how-robust-the-labor-market-is><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The nonfarm payrolls report for December will provide fresh data on exactly how tight the labor market is and what that means for inflation and the Federal Reserve's monetary policy decisions....</p>\n\n<a href=\"https://seekingalpha.com/news/3922102-nonfarm-payrolls-will-show-just-how-robust-the-labor-market-is\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://seekingalpha.com/news/3922102-nonfarm-payrolls-will-show-just-how-robust-the-labor-market-is","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2301829976","content_text":"The nonfarm payrolls report for December will provide fresh data on exactly how tight the labor market is and what that means for inflation and the Federal Reserve's monetary policy decisions.Economists are expecting that Friday morning's report will show ~200K jobs were added in December and the unemployment rate stayed at 3.7%, still near a 50-year low. When the pandemic hit the U.S. economy, 22M jobs were lost in March and April combined. Since then, jobs growth has stayed above prepandemic levels. Total nonfarm payroll employment averaged 392K per month in 2022 through November, and 562K per month in 2021. By comparison, the average monthly job gains in the last three months of 2019 was 184K.The consensus of ~200K for December appears to be \"in line with recent trends, which has been toward gradually slowing job growth,\" said Julia Pollak, chief economist at ZipRecruiter.With unemployment staying so low, Federal Reserve Chair Jerome Powell has often pointed to the tight labor market as reason that the central bank can keep raising rates. The supply-demand balance in the labor market needs to come more in line, he has said.Frank Steemers, senior economist at The Conference Board, expects that the Fed will be looking for job growth in the range of 100K to consider labor supply-demand more balanced. The strongest sectors are likely to be leisure and hospitality, which still haven't recovered fully from the pandemic, and healthcare.The sectors that boomed during the pandemic are the most likely to exhibit weakness this month and in coming reports. Weak sectors are likely to be tech and construction, Steemers said. Pollak also pointed to the financial industry and trucking/transportation as slowing down after tremendous growth in 2021.For the headline jobs number, she expects a number in the 100K-150K range would make the Fed \"feel very comfortable,\" and \"then you would see wage growth moderation.\"And while many people concentrate on the headline number of jobs added and the unemployment rate, wage growth will be a focal point, indicating how much the tight labor market may be contributing to inflation. The consensus expects average hourly earnings to rise 5.0% on a Y/Y basis vs. 5.1% in November. That had risen from 4.7% Y/Y growth in October.ZipRecruiter's Pollak would expect that the Fed is looking for 3.5%-4.0% wage growth to get the economy back to 2% inflation. This month's number will help determine whether November's wage growth increase is part of a trend or an aberration.22V Research's Gerard MacDonnell agrees that wage growth will be an important focus of Friday's report. \"We know that wage growth is currently high and we have good reasons to suspect that the Fed will squeeze the economy and take the associated recession risk until that condition is resolved,\" he wrote a note earlier this week.The Fed is \"hoping to pull off an unusual feat\" in reducing job openings without increasing the unemployment rate, Pollak said.The Conference Board expects the U.S. economy to tip into recession in the first quarter of 2023, but it should be \"short and mild,\" Steemers said. It expects unemployment to reach 4.5% by the end of the year.Steemers sees the Fed raising rate two more times this year, at 25 basis points each, the holding it steady at 4.75%-5% throughout 2023.And while a couple of Fed officials have recently said they expect to increase the policy rate to above 5%, Steemers said, \"I think they will want to be careful and not raise rates too, too high. Because maybe then the impact on the labor market will be too negative in the long term.\"SA contributor Logan Kane explains why a decent nonfarm payrolls report and inflation coming in as expected would be bad for stocks in the short run","news_type":1},"isVote":1,"tweetType":1,"viewCount":583,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9950598665,"gmtCreate":1672786270958,"gmtModify":1676538735984,"author":{"id":"3569412332041632","authorId":"3569412332041632","name":"MIKEEEE","avatar":"https://static.tigerbbs.com/55d7698324bac4ddc5e562444ede006b","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3569412332041632","authorIdStr":"3569412332041632"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a><v-v data-views=\"1\"></v-v>","text":"$Apple(AAPL)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9950598665","isVote":1,"tweetType":1,"viewCount":973,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9927022954,"gmtCreate":1672358764579,"gmtModify":1676538677659,"author":{"id":"3569412332041632","authorId":"3569412332041632","name":"MIKEEEE","avatar":"https://static.tigerbbs.com/55d7698324bac4ddc5e562444ede006b","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3569412332041632","authorIdStr":"3569412332041632"},"themes":[],"htmlText":"Awesome","listText":"Awesome","text":"Awesome","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9927022954","isVote":1,"tweetType":1,"viewCount":445,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9927065780,"gmtCreate":1672357558341,"gmtModify":1676538677432,"author":{"id":"3569412332041632","authorId":"3569412332041632","name":"MIKEEEE","avatar":"https://static.tigerbbs.com/55d7698324bac4ddc5e562444ede006b","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3569412332041632","authorIdStr":"3569412332041632"},"themes":[],"htmlText":"Huat ah","listText":"Huat ah","text":"Huat ah","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9927065780","repostId":"2295194661","repostType":2,"repost":{"id":"2295194661","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":1672355473,"share":"https://ttm.financial/m/news/2295194661?lang=&edition=fundamental","pubTime":"2022-12-30 07:11","market":"us","language":"en","title":"US STOCKS-Wall St Ends Firmer, Growth Stocks Lead in Thin Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=2295194661","media":"Reuters","summary":"U.S. weekly jobless claims show modest riseTesla extends gains after Musk's commentIndexes up: Dow 1","content":"<html><head></head><body><ul><li>U.S. weekly jobless claims show modest rise</li><li>Tesla extends gains after Musk&#39;s comment</li><li>Indexes up: Dow 1.05%, S&amp;P 500 1.75%, Nasdaq 2.59%</li></ul><p><img src=\"https://static.tigerbbs.com/459a65bcaf7f2c7137959a9afd944372\" tg-width=\"1080\" tg-height=\"1920\" width=\"100%\" height=\"auto\"/></p><p>Dec 29 (Reuters) - Wall Street&#39;s main indexes closed higher on Thursday, led by growth stocks in light trading, as U.S. unemployment data signaled the Federal Reserve&#39;s interest rate hikes might be starting to dent labor market strength in its bid to fight inflation.</p><p>All 11 S&amp;P 500 sector indexes rose, with communication service    and technology    as the biggest winner with gains of nearly 3%.</p><p>&#34;It&#39;s just relief,&#34; said Keith Buchanan, portfolio manager at GLOBALT Investments in Atlanta. &#34;Selling pressure has been overwhelming the market recently and we could be having a break. That allowed room for stocks to move, and with lower volume (that) can materialize into a pretty good day.&#34;</p><p>Apple Inc , Alphabet Inc , Microsoft Corp and Amazon.com Inc, whose shares have been battered in the past few sessions, each gained more than 2.5%.</p><p>The U.S. Labor Department reported an increase in the number of Americans filing new claims for unemployment benefits last week. But the data indicates a tight U.S. job market even as the Fed works to cool demand for labor in its bid to lower inflation.</p><p>The yield on 10-year Treasury notes    fell 2.2 basis points to 3.864% on the news.</p><p>The Fed&#39;s aggressive interest rate hikes have hammered equities this year, with the benchmark S&amp;P 500    shedding 19.3% and the tech-heavy Nasdaq tumbling nearly 33%.</p><p>The technology, consumer discretionary and communication services sectors - which house several rate-sensitive high growth shares - are down between 29% and 40% this year, making them the worst performers among S&amp;P 500 sector indexes.</p><p>Energy shares have bucked the trend with stellar annual gains of 57%.</p><p>Wall Street&#39;s main indexes dropped more than 1% on Wednesday, with the Nasdaq Composite Index    hitting a 2022 closing low as rising COVID cases in China and geopolitical tensions added to fears of a likely recession in 2023.</p><p>However, investor preference for high-dividend yielding stocks with steady earnings has limited losses in the Dow Jones Industrial Average   , which is down just 8.5% for the year.</p><p>The Dow rose 345.09 points, or 1.05%, to 33,220.8; the S&amp;P 500 gained 66.06 points, or 1.75%, at 3,849.28; and the Nasdaq Composite added 264.80 points, or 2.59%, at 10,478.09.</p><p>Tesla Inc    shares rose after Chief Executive Elon Musk told staff they should not be &#34;bothered by stock market craziness.&#34;</p><p>For 2022, Tesla&#39;s 66% slump and Amazon.com&#39;s 50% drop played a big part in the S&amp;P 500 consumer discretionary sector&#39;s 38% loss. Some $1.6 trillion worth of shareholder value evaporated after investors abandoned high-growth stocks with pricey earnings multiples.</p><p>Volume on U.S. exchanges was 8.78 billion shares, compared with the 10.95 billion average for the full session over the last 20 trading days.</p><p>Advancing issues outnumbered decliners on the NYSE by a 4.80-to-1 ratio; on Nasdaq, a 4.30-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted <a href=\"https://laohu8.com/S/AONE.U\">one</a> new 52-week high and no new lows; the Nasdaq Composite recorded 75 new highs and 160 new lows.</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>US STOCKS-Wall St Ends Firmer, Growth Stocks Lead in Thin Trading</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 STOCKS-Wall St Ends Firmer, Growth Stocks Lead in Thin Trading\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\">2022-12-30 07:11</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><ul><li>U.S. weekly jobless claims show modest rise</li><li>Tesla extends gains after Musk&#39;s comment</li><li>Indexes up: Dow 1.05%, S&amp;P 500 1.75%, Nasdaq 2.59%</li></ul><p><img src=\"https://static.tigerbbs.com/459a65bcaf7f2c7137959a9afd944372\" tg-width=\"1080\" tg-height=\"1920\" width=\"100%\" height=\"auto\"/></p><p>Dec 29 (Reuters) - Wall Street&#39;s main indexes closed higher on Thursday, led by growth stocks in light trading, as U.S. unemployment data signaled the Federal Reserve&#39;s interest rate hikes might be starting to dent labor market strength in its bid to fight inflation.</p><p>All 11 S&amp;P 500 sector indexes rose, with communication service    and technology    as the biggest winner with gains of nearly 3%.</p><p>&#34;It&#39;s just relief,&#34; said Keith Buchanan, portfolio manager at GLOBALT Investments in Atlanta. &#34;Selling pressure has been overwhelming the market recently and we could be having a break. That allowed room for stocks to move, and with lower volume (that) can materialize into a pretty good day.&#34;</p><p>Apple Inc , Alphabet Inc , Microsoft Corp and Amazon.com Inc, whose shares have been battered in the past few sessions, each gained more than 2.5%.</p><p>The U.S. Labor Department reported an increase in the number of Americans filing new claims for unemployment benefits last week. But the data indicates a tight U.S. job market even as the Fed works to cool demand for labor in its bid to lower inflation.</p><p>The yield on 10-year Treasury notes    fell 2.2 basis points to 3.864% on the news.</p><p>The Fed&#39;s aggressive interest rate hikes have hammered equities this year, with the benchmark S&amp;P 500    shedding 19.3% and the tech-heavy Nasdaq tumbling nearly 33%.</p><p>The technology, consumer discretionary and communication services sectors - which house several rate-sensitive high growth shares - are down between 29% and 40% this year, making them the worst performers among S&amp;P 500 sector indexes.</p><p>Energy shares have bucked the trend with stellar annual gains of 57%.</p><p>Wall Street&#39;s main indexes dropped more than 1% on Wednesday, with the Nasdaq Composite Index    hitting a 2022 closing low as rising COVID cases in China and geopolitical tensions added to fears of a likely recession in 2023.</p><p>However, investor preference for high-dividend yielding stocks with steady earnings has limited losses in the Dow Jones Industrial Average   , which is down just 8.5% for the year.</p><p>The Dow rose 345.09 points, or 1.05%, to 33,220.8; the S&amp;P 500 gained 66.06 points, or 1.75%, at 3,849.28; and the Nasdaq Composite added 264.80 points, or 2.59%, at 10,478.09.</p><p>Tesla Inc    shares rose after Chief Executive Elon Musk told staff they should not be &#34;bothered by stock market craziness.&#34;</p><p>For 2022, Tesla&#39;s 66% slump and Amazon.com&#39;s 50% drop played a big part in the S&amp;P 500 consumer discretionary sector&#39;s 38% loss. Some $1.6 trillion worth of shareholder value evaporated after investors abandoned high-growth stocks with pricey earnings multiples.</p><p>Volume on U.S. exchanges was 8.78 billion shares, compared with the 10.95 billion average for the full session over the last 20 trading days.</p><p>Advancing issues outnumbered decliners on the NYSE by a 4.80-to-1 ratio; on Nasdaq, a 4.30-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted <a href=\"https://laohu8.com/S/AONE.U\">one</a> new 52-week high and no new lows; the Nasdaq Composite recorded 75 new highs and 160 new lows.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2295194661","content_text":"U.S. weekly jobless claims show modest riseTesla extends gains after Musk's commentIndexes up: Dow 1.05%, S&P 500 1.75%, Nasdaq 2.59%Dec 29 (Reuters) - Wall Street's main indexes closed higher on Thursday, led by growth stocks in light trading, as U.S. unemployment data signaled the Federal Reserve's interest rate hikes might be starting to dent labor market strength in its bid to fight inflation.All 11 S&P 500 sector indexes rose, with communication service    and technology    as the biggest winner with gains of nearly 3%.\"It's just relief,\" said Keith Buchanan, portfolio manager at GLOBALT Investments in Atlanta. \"Selling pressure has been overwhelming the market recently and we could be having a break. That allowed room for stocks to move, and with lower volume (that) can materialize into a pretty good day.\"Apple Inc , Alphabet Inc , Microsoft Corp and Amazon.com Inc, whose shares have been battered in the past few sessions, each gained more than 2.5%.The U.S. Labor Department reported an increase in the number of Americans filing new claims for unemployment benefits last week. But the data indicates a tight U.S. job market even as the Fed works to cool demand for labor in its bid to lower inflation.The yield on 10-year Treasury notes    fell 2.2 basis points to 3.864% on the news.The Fed's aggressive interest rate hikes have hammered equities this year, with the benchmark S&P 500    shedding 19.3% and the tech-heavy Nasdaq tumbling nearly 33%.The technology, consumer discretionary and communication services sectors - which house several rate-sensitive high growth shares - are down between 29% and 40% this year, making them the worst performers among S&P 500 sector indexes.Energy shares have bucked the trend with stellar annual gains of 57%.Wall Street's main indexes dropped more than 1% on Wednesday, with the Nasdaq Composite Index    hitting a 2022 closing low as rising COVID cases in China and geopolitical tensions added to fears of a likely recession in 2023.However, investor preference for high-dividend yielding stocks with steady earnings has limited losses in the Dow Jones Industrial Average   , which is down just 8.5% for the year.The Dow rose 345.09 points, or 1.05%, to 33,220.8; the S&P 500 gained 66.06 points, or 1.75%, at 3,849.28; and the Nasdaq Composite added 264.80 points, or 2.59%, at 10,478.09.Tesla Inc    shares rose after Chief Executive Elon Musk told staff they should not be \"bothered by stock market craziness.\"For 2022, Tesla's 66% slump and Amazon.com's 50% drop played a big part in the S&P 500 consumer discretionary sector's 38% loss. Some $1.6 trillion worth of shareholder value evaporated after investors abandoned high-growth stocks with pricey earnings multiples.Volume on U.S. exchanges was 8.78 billion shares, compared with the 10.95 billion average for the full session over the last 20 trading days.Advancing issues outnumbered decliners on the NYSE by a 4.80-to-1 ratio; on Nasdaq, a 4.30-to-1 ratio favored advancers.The S&P 500 posted one new 52-week high and no new lows; the Nasdaq Composite recorded 75 new highs and 160 new lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":777,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9924330844,"gmtCreate":1672180640089,"gmtModify":1676538646674,"author":{"id":"3569412332041632","authorId":"3569412332041632","name":"MIKEEEE","avatar":"https://static.tigerbbs.com/55d7698324bac4ddc5e562444ede006b","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3569412332041632","authorIdStr":"3569412332041632"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v>","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v>","text":"$Tesla Motors(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9924330844","isVote":1,"tweetType":1,"viewCount":1035,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9924063863,"gmtCreate":1672138456652,"gmtModify":1676538640337,"author":{"id":"3569412332041632","authorId":"3569412332041632","name":"MIKEEEE","avatar":"https://static.tigerbbs.com/55d7698324bac4ddc5e562444ede006b","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3569412332041632","authorIdStr":"3569412332041632"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v>","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v>","text":"$Tesla Motors(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9924063863","isVote":1,"tweetType":1,"viewCount":557,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9922454871,"gmtCreate":1671834739193,"gmtModify":1676538600458,"author":{"id":"3569412332041632","authorId":"3569412332041632","name":"MIKEEEE","avatar":"https://static.tigerbbs.com/55d7698324bac4ddc5e562444ede006b","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3569412332041632","authorIdStr":"3569412332041632"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a><v-v data-views=\"1\"></v-v>","text":"$Apple(AAPL)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9922454871","isVote":1,"tweetType":1,"viewCount":411,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9922857957,"gmtCreate":1671748167280,"gmtModify":1676538586019,"author":{"id":"3569412332041632","authorId":"3569412332041632","name":"MIKEEEE","avatar":"https://static.tigerbbs.com/55d7698324bac4ddc5e562444ede006b","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3569412332041632","authorIdStr":"3569412332041632"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v>","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v>","text":"$Tesla Motors(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9922857957","isVote":1,"tweetType":1,"viewCount":86,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9926248867,"gmtCreate":1671576057559,"gmtModify":1676538557220,"author":{"id":"3569412332041632","authorId":"3569412332041632","name":"MIKEEEE","avatar":"https://static.tigerbbs.com/55d7698324bac4ddc5e562444ede006b","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3569412332041632","authorIdStr":"3569412332041632"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v>","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v>","text":"$Tesla Motors(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9926248867","isVote":1,"tweetType":1,"viewCount":266,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9926849423,"gmtCreate":1671518847063,"gmtModify":1676538549506,"author":{"id":"3569412332041632","authorId":"3569412332041632","name":"MIKEEEE","avatar":"https://static.tigerbbs.com/55d7698324bac4ddc5e562444ede006b","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3569412332041632","authorIdStr":"3569412332041632"},"themes":[],"htmlText":"Well said, I'm glad I've been dollar cost averaging through APPL stock this year. I believe I'll be rewarded soon[Cool]&nbsp;","listText":"Well said, I'm glad I've been dollar cost averaging through APPL stock this year. I believe I'll be rewarded soon[Cool]&nbsp;","text":"Well said, I'm glad I've been dollar cost averaging through APPL stock this year. I believe I'll be rewarded soon[Cool]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9926849423","repostId":"2292879080","repostType":2,"repost":{"id":"2292879080","kind":"highlight","pubTimestamp":1671515998,"share":"https://ttm.financial/m/news/2292879080?lang=&edition=fundamental","pubTime":"2022-12-20 13:59","market":"us","language":"en","title":"Apple: The Perfect Christmas Gift For Our Son","url":"https://stock-news.laohu8.com/highlight/detail?id=2292879080","media":"Seekingalpha","summary":"ThesisDepending on your love (or the lack of) for shopping, searching for the perfect Christmas gift","content":"<html><head></head><body><h2>Thesis</h2><p>Depending on your love (or the lack of) for shopping, searching for the perfect Christmas gifts can range from an enjoyable relaxation to a source of agony. In our son’s case this year, our job is made easier. We (wife, son, and myself) all agreed on a few extra shares of Apple Inc. (NASDAQ:AAPL) into his Uniform Transfers To Minors (“UTMA”) account (in addition to a pair of Nike shoes, of course).</p><p>Thanks to the recent market volatilities, AAPL is now for sale at 21.7x forward P/E ratio (or about 22x P/E) as seen below. It is not only near the bottom level in about 3 years (as you can see from the following chart) but also near what I call the no-brainer level for high-quality compounders like AAPL, as explained in my earlier article, because:</p><blockquote><i>To me, any P/E near 20x is very attractive for a stock with ROCE (return on capital employed) near 100% like AAPL. At about 100% ROCE, a 5% investment rate would provide 5% organic real growth rates (i.e., before inflation adjustments). And a ~20x P/E would </i><i><b>at least provide</b></i><i> 5% of earnings yield </i><i><b>in AAPL’s case</b></i><i>, leading to a total return in the double digits. </i></blockquote><p>In the remainder of this article, I will elaborate on two details (both highlighted above) that many readers asked about: A) why I said a 20x P/E ratio provides “at least” 5% of earnings yield; and B) why I mentioned “in AAPL’s case” also. Shouldn’t a 20x P/E ratio ALWAYS provide a 5% earnings yield (because 1/20 = 5%)?</p><p>The answer lies in the difference between accounting earnings and owners&#39; earnings. For most businesses, accounting earnings and owners&#39; earnings are different, and the discrepancy can be quite large. As a result, the true owners&#39; earnings yield can be very different from the inverse of the P/E ratio (which is often based on accounting earnings). And next, we will see that in AAPL’s case, the accounting EPS underestimates its owners&#39; earnings. And hence, its true earning yield is better than what’s on the surface.</p><p><img src=\"https://static.tigerbbs.com/ec887906d387f378d7a098b2ba15e1ba\" tg-width=\"640\" tg-height=\"414\" referrerpolicy=\"no-referrer\"/></p><p>Source: Seeking Alpha data</p><h2>AAPL and our UTMA</h2><p>Let’s first take a look at quick look at our holdings in our UTMA account. The general information about the UTMA account has been detailed in our blog article here. Key motivations in our case included: the tax advantages, seed funds for our kid, and also an account to seek long-term growth. Our current holdings are shown below (first chart below) together with their performances (second chart below). A few notes:</p><blockquote><ol><li><i>For performance tracing purposes, I used the prices on July 11, 2022 (the date I first published this portfolio) on SA as the entry price. So, it&#39;s easier for readers to verify and track its performance. </i></li><li><i>Our actual portfolio size is substantially smaller. The $100k starting size used here is just to simplify the math. </i></li></ol></blockquote><p>As seen, AAPL currently represents about 15% of our total assets in this account. It suffered a price loss of 6.9% since July 11. As seen in the second chart, the UTMA account has always outperformed the S&amp;P 500 index (approximated by the SPY ETF) despite (probably because of) the concentrated holding of 6 stocks. The account is leading the market by a margin of 3.3%.</p><p><img src=\"https://static.tigerbbs.com/5880dd68179bd4b3ad8c9740ec986d40\" tg-width=\"640\" tg-height=\"282\" referrerpolicy=\"no-referrer\"/></p><p>Source: Author based on Seeking Alpha data</p><p><img src=\"https://static.tigerbbs.com/d606d4ab0beb63c0831d667d56c780d1\" tg-width=\"640\" tg-height=\"341\" referrerpolicy=\"no-referrer\"/></p><p>Source: Author based on Seeking Alpha data</p><h2>AAPL’s account EPS underestimates its owners’ earning</h2><p>Now, let’s examine AAPL’s owner earnings (“OE”) more closely and see why it is higher than its accounting EPS. And the final results are summarized in the table below. As seen, at the price as of this writing ($134.5), AAPL’s accounting EPS for 2022 is about $6.11 and $6.25 for FY1, resulting in a P/E of 22x and FW P/E of 21.5x. Note my FW EPS projection is a bit higher than SA’s, hence the FW P/E of 21.5x is slightly lower than the 21.7x provided by SA above. However, in terms of OE, the P/E is only 18.7x and 18.4x on an FW basis. And if you further adjust the cash position on its ledger, the P/E further shrank to 18.4x for 2022 and 18.0x on an FW basis, hence providing more than 5% of owners earning yield as aforementioned. An 18x P/E translates into an annual owner-earning yield of 5.55%.</p><p>The key difference between the OE and the accounting EPS lies in the CAPEX expenses. The CAPEX includes both the maintenance CAPEX (which is a cost and should be subtracted) and the growth CAPEX (which is not a cost and shouldn’t be deducted).</p><p>My analysis shown in the table below is a delineation of AAPL’s maintenance CAPEX and growth CAPEX using Bruce Greenwald’s method. More details of this method can be found in our earlier article or in Greenwald’s (Value Investing). In the end, AAPL’s OE is about $7.18 per share for 2022 and $7.33 for FY1, both higher than its accounting EPS.</p><p>Note that the so-called FCF/EPS ratio provides a shortcut in many cases. You can often tell if the OE is larger or smaller than the accounting EPS by simply calculating the FCF/EPS ratio. In Apple&#39;s case, as you can see, the FCF/EPS ratio is 113%, higher than 100%. And bear in mind that the FCF already underestimates the true OE, because, in the calculation of the FCF, ALL the CAPEX is deducted. So, in the end, the EPS must underestimate its true OE even more than the FCF.</p><p><img src=\"https://static.tigerbbs.com/f3acc919777d0e2f735bafb73fdfaef0\" tg-width=\"640\" tg-height=\"322\" referrerpolicy=\"no-referrer\"/></p><p>Source: Author based on Seeking Alpha data</p><h2>Total expected returns</h2><p>To recap, at its current price, its P/E on OE basis is around 18x, translating into an owner-earning yield (“OEY”) of ~5.5% as aforementioned. As detailed in my earlier articles, the ROCE (return on capital employed) of AAPL is on average 100% in recent years. As a result, even a 5% investment rate would provide 5% organic real growth rates (100% ROCE * 5% reinvestment rate = 5% organic growth rate).</p><p>Combining the OEY and growth, the total return is expected to be earlier in the double digits, far exceeding that of the overall market. The S&amp;P 500 is currently trading at ~20x P/E ratio, resulting in an OEY of about 5%. And its ROCE is ~20% or so. Thus, assuming the same 5% reinvestment rate, its growth rate would be about 1%, resulting in a total return of ~6% only.</p><p>If the reinvestment rate is higher than 5% (e.g., due to acquisition opportunities or new initiatives), the outperformance from AAPL over the general market would be even more dramatic, again as illustrated in the chart below.</p><p><img src=\"https://static.tigerbbs.com/12f83b07d46a76cda27f01477e278bf6\" tg-width=\"640\" tg-height=\"420\" referrerpolicy=\"no-referrer\"/></p><p>Source: Author based on Seeking Alpha data</p><h2>Risks and final thoughts</h2><p>There are both upside and downside risks to my above analysis. My analysis is more focused on the AMOUNT of the earnings and neglected the QUALITY of the earnings. When the quality of the earnings is adjusted, the investment is even more appealing. The company has displayed remarkable resilience in the face of the difficult operating backdrop. Meanwhile, its services-related revenues should continue to advance, making its income even more diversified and recurring. Of course, for downside risks, the company is facing many macroeconomic and operational uncertainties. The uncertainties include the drag from foreign exchange rates, supply constraints, and the fluid COVID situation. Its bottom line is facing some pressure due to rising costs, as well as COVID-19-related lockdowns in China, a key end market, and also a production site for AAPL.</p><p>Altogether, AAPL is now in a no-brainer zone for me. Any P/E ratio below 20x with AAPL’s ROCE is very likely to generate double-digit annual returns in the long term combining the earnings yield and the growth rate. In AAPL’s case, its accounting EPS underestimates its owners&#39; earnings substantially. And hence, its true earning yield is better than what’s on the surface. To wit, in terms of OE, AAPL’s current FW P/E is 18.4x. After adjusting the cash position, the P/E becomes 18.0x only, translating into an OE yield of 5.5%. In terms of growth, a 5% reinvestment rate would provide 5% organic growth rates and lead to a total return exceeding 10% per annum.</p><p>Merry Christmas!</p></body></html>","source":"seekingalpha_fund","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>Apple: The Perfect Christmas Gift For Our Son</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\">\nApple: The Perfect Christmas Gift For Our Son\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-20 13:59 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4565317-apple-the-perfect-christmas-gift-for-our-son><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>ThesisDepending on your love (or the lack of) for shopping, searching for the perfect Christmas gifts can range from an enjoyable relaxation to a source of agony. In our son’s case this year, our job ...</p>\n\n<a href=\"https://seekingalpha.com/article/4565317-apple-the-perfect-christmas-gift-for-our-son\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4565317-apple-the-perfect-christmas-gift-for-our-son","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2292879080","content_text":"ThesisDepending on your love (or the lack of) for shopping, searching for the perfect Christmas gifts can range from an enjoyable relaxation to a source of agony. In our son’s case this year, our job is made easier. We (wife, son, and myself) all agreed on a few extra shares of Apple Inc. (NASDAQ:AAPL) into his Uniform Transfers To Minors (“UTMA”) account (in addition to a pair of Nike shoes, of course).Thanks to the recent market volatilities, AAPL is now for sale at 21.7x forward P/E ratio (or about 22x P/E) as seen below. It is not only near the bottom level in about 3 years (as you can see from the following chart) but also near what I call the no-brainer level for high-quality compounders like AAPL, as explained in my earlier article, because:To me, any P/E near 20x is very attractive for a stock with ROCE (return on capital employed) near 100% like AAPL. At about 100% ROCE, a 5% investment rate would provide 5% organic real growth rates (i.e., before inflation adjustments). And a ~20x P/E would at least provide 5% of earnings yield in AAPL’s case, leading to a total return in the double digits. In the remainder of this article, I will elaborate on two details (both highlighted above) that many readers asked about: A) why I said a 20x P/E ratio provides “at least” 5% of earnings yield; and B) why I mentioned “in AAPL’s case” also. Shouldn’t a 20x P/E ratio ALWAYS provide a 5% earnings yield (because 1/20 = 5%)?The answer lies in the difference between accounting earnings and owners' earnings. For most businesses, accounting earnings and owners' earnings are different, and the discrepancy can be quite large. As a result, the true owners' earnings yield can be very different from the inverse of the P/E ratio (which is often based on accounting earnings). And next, we will see that in AAPL’s case, the accounting EPS underestimates its owners' earnings. And hence, its true earning yield is better than what’s on the surface.Source: Seeking Alpha dataAAPL and our UTMALet’s first take a look at quick look at our holdings in our UTMA account. The general information about the UTMA account has been detailed in our blog article here. Key motivations in our case included: the tax advantages, seed funds for our kid, and also an account to seek long-term growth. Our current holdings are shown below (first chart below) together with their performances (second chart below). A few notes:For performance tracing purposes, I used the prices on July 11, 2022 (the date I first published this portfolio) on SA as the entry price. So, it's easier for readers to verify and track its performance. Our actual portfolio size is substantially smaller. The $100k starting size used here is just to simplify the math. As seen, AAPL currently represents about 15% of our total assets in this account. It suffered a price loss of 6.9% since July 11. As seen in the second chart, the UTMA account has always outperformed the S&P 500 index (approximated by the SPY ETF) despite (probably because of) the concentrated holding of 6 stocks. The account is leading the market by a margin of 3.3%.Source: Author based on Seeking Alpha dataSource: Author based on Seeking Alpha dataAAPL’s account EPS underestimates its owners’ earningNow, let’s examine AAPL’s owner earnings (“OE”) more closely and see why it is higher than its accounting EPS. And the final results are summarized in the table below. As seen, at the price as of this writing ($134.5), AAPL’s accounting EPS for 2022 is about $6.11 and $6.25 for FY1, resulting in a P/E of 22x and FW P/E of 21.5x. Note my FW EPS projection is a bit higher than SA’s, hence the FW P/E of 21.5x is slightly lower than the 21.7x provided by SA above. However, in terms of OE, the P/E is only 18.7x and 18.4x on an FW basis. And if you further adjust the cash position on its ledger, the P/E further shrank to 18.4x for 2022 and 18.0x on an FW basis, hence providing more than 5% of owners earning yield as aforementioned. An 18x P/E translates into an annual owner-earning yield of 5.55%.The key difference between the OE and the accounting EPS lies in the CAPEX expenses. The CAPEX includes both the maintenance CAPEX (which is a cost and should be subtracted) and the growth CAPEX (which is not a cost and shouldn’t be deducted).My analysis shown in the table below is a delineation of AAPL’s maintenance CAPEX and growth CAPEX using Bruce Greenwald’s method. More details of this method can be found in our earlier article or in Greenwald’s (Value Investing). In the end, AAPL’s OE is about $7.18 per share for 2022 and $7.33 for FY1, both higher than its accounting EPS.Note that the so-called FCF/EPS ratio provides a shortcut in many cases. You can often tell if the OE is larger or smaller than the accounting EPS by simply calculating the FCF/EPS ratio. In Apple's case, as you can see, the FCF/EPS ratio is 113%, higher than 100%. And bear in mind that the FCF already underestimates the true OE, because, in the calculation of the FCF, ALL the CAPEX is deducted. So, in the end, the EPS must underestimate its true OE even more than the FCF.Source: Author based on Seeking Alpha dataTotal expected returnsTo recap, at its current price, its P/E on OE basis is around 18x, translating into an owner-earning yield (“OEY”) of ~5.5% as aforementioned. As detailed in my earlier articles, the ROCE (return on capital employed) of AAPL is on average 100% in recent years. As a result, even a 5% investment rate would provide 5% organic real growth rates (100% ROCE * 5% reinvestment rate = 5% organic growth rate).Combining the OEY and growth, the total return is expected to be earlier in the double digits, far exceeding that of the overall market. The S&P 500 is currently trading at ~20x P/E ratio, resulting in an OEY of about 5%. And its ROCE is ~20% or so. Thus, assuming the same 5% reinvestment rate, its growth rate would be about 1%, resulting in a total return of ~6% only.If the reinvestment rate is higher than 5% (e.g., due to acquisition opportunities or new initiatives), the outperformance from AAPL over the general market would be even more dramatic, again as illustrated in the chart below.Source: Author based on Seeking Alpha dataRisks and final thoughtsThere are both upside and downside risks to my above analysis. My analysis is more focused on the AMOUNT of the earnings and neglected the QUALITY of the earnings. When the quality of the earnings is adjusted, the investment is even more appealing. The company has displayed remarkable resilience in the face of the difficult operating backdrop. Meanwhile, its services-related revenues should continue to advance, making its income even more diversified and recurring. Of course, for downside risks, the company is facing many macroeconomic and operational uncertainties. The uncertainties include the drag from foreign exchange rates, supply constraints, and the fluid COVID situation. Its bottom line is facing some pressure due to rising costs, as well as COVID-19-related lockdowns in China, a key end market, and also a production site for AAPL.Altogether, AAPL is now in a no-brainer zone for me. Any P/E ratio below 20x with AAPL’s ROCE is very likely to generate double-digit annual returns in the long term combining the earnings yield and the growth rate. In AAPL’s case, its accounting EPS underestimates its owners' earnings substantially. And hence, its true earning yield is better than what’s on the surface. To wit, in terms of OE, AAPL’s current FW P/E is 18.4x. After adjusting the cash position, the P/E becomes 18.0x only, translating into an OE yield of 5.5%. In terms of growth, a 5% reinvestment rate would provide 5% organic growth rates and lead to a total return exceeding 10% per annum.Merry Christmas!","news_type":1},"isVote":1,"tweetType":1,"viewCount":115,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9926199760,"gmtCreate":1671489460450,"gmtModify":1676538543581,"author":{"id":"3569412332041632","authorId":"3569412332041632","name":"MIKEEEE","avatar":"https://static.tigerbbs.com/55d7698324bac4ddc5e562444ede006b","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3569412332041632","authorIdStr":"3569412332041632"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a><v-v data-views=\"1\"></v-v>","text":"$Apple(AAPL)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9926199760","isVote":1,"tweetType":1,"viewCount":228,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9926923448,"gmtCreate":1671451398084,"gmtModify":1676538538305,"author":{"id":"3569412332041632","authorId":"3569412332041632","name":"MIKEEEE","avatar":"https://static.tigerbbs.com/55d7698324bac4ddc5e562444ede006b","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3569412332041632","authorIdStr":"3569412332041632"},"themes":[],"htmlText":"Is it just me or i don't mind a pullback so i can grab more cheap valued stocks so that i can lower my averaging stocks positions.","listText":"Is it just me or i don't mind a pullback so i can grab more cheap valued stocks so that i can lower my averaging stocks positions.","text":"Is it just me or i don't mind a pullback so i can grab more cheap valued stocks so that i can lower my averaging stocks positions.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":16,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9926923448","repostId":"2292886262","repostType":4,"repost":{"id":"2292886262","kind":"highlight","pubTimestamp":1671463802,"share":"https://ttm.financial/m/news/2292886262?lang=&edition=fundamental","pubTime":"2022-12-19 23:30","market":"us","language":"en","title":"The Fed Crushed Investors' Hopes Of A Santa Claus Rally","url":"https://stock-news.laohu8.com/highlight/detail?id=2292886262","media":"Seeking Alpha","summary":"SummaryBloomberg reported investors poured nearly $25B into equities over the past week, as retail/i","content":"<html><head></head><body><h2>Summary</h2><ul><li>Bloomberg reported investors poured nearly $25B into equities over the past week, as retail/institutional investors likely went into FOMO mode after the market bottomed in October.</li><li>So the hammering last week could have stunned these investors? Isn&#39;t November&#39;s CPI print constructive?</li><li>Yet the Fed was never in doubt as it emphasized that it would not adjust its 2% inflation target.</li><li>Hence, the post-CPI rally has proved to be the bull trap the market needed to start the pullback in earnest.</li><li>Where we land next could determine whether the market anticipates a severe recession. Just don&#39;t expect Santa to be on time this year.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d13e0a8d019aac2afb7cc74821154791\" tg-width=\"750\" tg-height=\"500\" referrerpolicy=\"no-referrer\"/><span>Win McNamee</span></p><h2>Fed Chair Jerome Powell&#39;s Finest Hawkish Moment</h2><p>The FOMC delivered and did not disappoint. We had already prepared ourselves for a hawkish Fed through the end of 2023, with the Fed&#39;s revised median terminal rate of 5.1% slightly ahead of the economists&#39; consensus.</p><p>Hence, the critical question is whether the Fed is committed to maintaining its inflation target of 2%, even as Fed Chair Jerome Powell brushed off any suggestion of a change.</p><p>Some commentators suggested that the Fed&#39;s credibility could be tested, as they view the target as &#34;no longer credible.&#34; For example, Pershing Square Capital Management founder Bill Ackman articulated that the Fed should adjust its target, seeing 3% as a viable target, as &#34;businesses need price stability, but can thrive in a world with 3% stable inflation.&#34;</p><p>Notwithstanding, former Treasury Secretary Lawrence Summers applauded the Fed&#39;s decision to keep to its 2% inflation target. Summers articulated that &#34;[he&#39;s] gratified to see the ways in which the Fed has caught up.&#34;</p><p>The Fed&#39;s revised summary of economic projections (SEP) suggests its PCE inflation forecasts have been raised to 2.1% by 2025 from its previous 2% projections in September. However, market forecasters are debating whether the Fed has incorporated the latest CPI report into its SEP, given the short notice from November&#39;s CPI release (December 13) to Powell&#39;s presser (December 14).</p><p>UBS Securities economist Alan Detmeister articulated that the Fed&#39;s SEP indicates that &#34;[it has] extremely strong December numbers for inflation written in.&#34; However, the timing of November&#39;s CPI print might not have been reflected accordingly, even though Powell maintained in the pressor that such data points had been considered. Detmeister highlighted:</p><blockquote>Very few of them would have probably gone ahead and updated their submissions and really worked out what it would&#39;ve taken in December to hit that target. - <i>Bloomberg</i></blockquote><h2>Is The Fed Willing To Drive A Deep Recession?</h2><p>Hence, investors looking through the recent media releases and commentary from economists and market strategists are likely more confused as they parse whether the Fed could be &#34;bluffing.&#34;</p><p>RBC chief US economist Tom Porcelli even argued: &#34;This aggressive hiking cycle is going to cause some damage. The Fed will cut rates twice in 2023.&#34;</p><p>Sure, bulls think that the Fed could be forced to cut rates, as even its revised SEP suggests a recession is looking increasingly likely. However, Powell declined to predict whether one could occur, emphasizing he doesn&#39;t have a crystal ball. Still, BofA strategists stressed that they see the potential for a &#34;Fed policy mistake driving hard landing.&#34;</p><p>However, Edward Yardeni maintained his call in his December 15 briefing that the Fed&#39;s &#34;soft-landing forecast makes sense to us.&#34;</p><p>Therefore, we believe investors have likely gleaned a series of confusing commentary rather than clarity as strategists and economists assess whether the Fed could force a recession to keep its commitment to pressing down inflation.</p><p>Furthermore, S&amp;P Global highlighted in a recent commentary that it sees inflationary pressures abating across the US economy, including services. It articulated:</p><blockquote>We got the steepest downturn we&#39;ve seen since the global financial crisis, if the initial lockdown period is excluded. The good news is that this downturn in the economy is alleviating inflationary pressures. - <i>WSJ</i></blockquote><p>Hence, could the Fed&#39;s head be turned, even as it expects to continue hiking rates through the end of 2023? Would the Fed be responsive enough to a potential policy error that could drive the economy to a deeper downturn than the FOMC had planned for?</p><p>Even Summers has not ruled out that the labor market could be hit with a &#34;particularly sharp weakening,&#34; helping to alleviate one of the most consistent drivers of inflation markedly.</p><h2>The Market Was Already Primed For A Pullback, Regardless</h2><p>However, despite the sharp recovery in October and the positive CPI print on Wednesday, we believe that market operators were never in doubt. The market was well-primed for a pullback. We also articulated in a recent commentary after the release of November&#39;s CPI metrics to our members:</p><blockquote><i>The market is still primed for a pullback.</i> I [have already] revised the <i>short-term market bias on November 22 to Bearish.</i> We got the [initial] pullback, but it wasn&#39;t enough on the medium-term chart. So, [on December 12], I revised [the short-term bias] to Neutral to reflect the recent pullback [as] short-term indicators [are] no longer overbought. But, with yesterday&#39;s [December 13, post-CPI release] possible bull trap price action, I&#39;ve revised it down one notch to Bearish-Neutral for our short-term bias. I will discuss this in more detail after we get more clarity on today&#39;s FOMC presser. - <i>Ultimate Growth Investing December 14 - Pre-market briefing</i></blockquote><p>That&#39;s right. The market has drawn in investors astutely into FOMO mode as they feared they missed its October lows. We highlighted to our members on October 21 that &#34;we have the bullish reversal condition that we need. So, we are good to go.&#34; During those days, we vividly recall that the media and strategists were highly pessimistic.</p><p>We even highlighted in October to members that &#34;money managers are sitting on the highest levels of dry powder waiting to be deployed in twenty years.&#34; Therefore, we aren&#39;t surprised that Bloomberg reported:</p><blockquote>After a month of drawing down positions, investors poured $25 billion in stocks in the week through Wednesday only to see the S&amp;P 500 plummet as the Federal Reserve and other central banks stuck with hawkish stances that threaten to spur a recession. - Bloomberg</blockquote><h2>Takeaway</h2><p>Recall we mentioned that we revised our short-term market bias to Bearish on November 22, nearly four weeks ago. The market had prepared for this moment for a while, drawing in unsuspecting retail/institutional investors into FOMO, anticipating the Santa Claus rally to unfold.</p><p>Our suggestion is this: Be wary. The pullback is likely far from over, and where it takes us next could portend whether October lows could be sustained. And don&#39;t FOMO again.</p></body></html>","source":"seekingalpha_fund","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>The Fed Crushed Investors' Hopes Of A Santa Claus Rally</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\">\nThe Fed Crushed Investors' Hopes Of A Santa Claus Rally\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-19 23:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4565109-fed-crushed-investors-hopes-santa-claus-rally><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryBloomberg reported investors poured nearly $25B into equities over the past week, as retail/institutional investors likely went into FOMO mode after the market bottomed in October.So the ...</p>\n\n<a href=\"https://seekingalpha.com/article/4565109-fed-crushed-investors-hopes-santa-claus-rally\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4211":"区域性银行",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://seekingalpha.com/article/4565109-fed-crushed-investors-hopes-santa-claus-rally","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2292886262","content_text":"SummaryBloomberg reported investors poured nearly $25B into equities over the past week, as retail/institutional investors likely went into FOMO mode after the market bottomed in October.So the hammering last week could have stunned these investors? Isn't November's CPI print constructive?Yet the Fed was never in doubt as it emphasized that it would not adjust its 2% inflation target.Hence, the post-CPI rally has proved to be the bull trap the market needed to start the pullback in earnest.Where we land next could determine whether the market anticipates a severe recession. Just don't expect Santa to be on time this year.Win McNameeFed Chair Jerome Powell's Finest Hawkish MomentThe FOMC delivered and did not disappoint. We had already prepared ourselves for a hawkish Fed through the end of 2023, with the Fed's revised median terminal rate of 5.1% slightly ahead of the economists' consensus.Hence, the critical question is whether the Fed is committed to maintaining its inflation target of 2%, even as Fed Chair Jerome Powell brushed off any suggestion of a change.Some commentators suggested that the Fed's credibility could be tested, as they view the target as \"no longer credible.\" For example, Pershing Square Capital Management founder Bill Ackman articulated that the Fed should adjust its target, seeing 3% as a viable target, as \"businesses need price stability, but can thrive in a world with 3% stable inflation.\"Notwithstanding, former Treasury Secretary Lawrence Summers applauded the Fed's decision to keep to its 2% inflation target. Summers articulated that \"[he's] gratified to see the ways in which the Fed has caught up.\"The Fed's revised summary of economic projections (SEP) suggests its PCE inflation forecasts have been raised to 2.1% by 2025 from its previous 2% projections in September. However, market forecasters are debating whether the Fed has incorporated the latest CPI report into its SEP, given the short notice from November's CPI release (December 13) to Powell's presser (December 14).UBS Securities economist Alan Detmeister articulated that the Fed's SEP indicates that \"[it has] extremely strong December numbers for inflation written in.\" However, the timing of November's CPI print might not have been reflected accordingly, even though Powell maintained in the pressor that such data points had been considered. Detmeister highlighted:Very few of them would have probably gone ahead and updated their submissions and really worked out what it would've taken in December to hit that target. - BloombergIs The Fed Willing To Drive A Deep Recession?Hence, investors looking through the recent media releases and commentary from economists and market strategists are likely more confused as they parse whether the Fed could be \"bluffing.\"RBC chief US economist Tom Porcelli even argued: \"This aggressive hiking cycle is going to cause some damage. The Fed will cut rates twice in 2023.\"Sure, bulls think that the Fed could be forced to cut rates, as even its revised SEP suggests a recession is looking increasingly likely. However, Powell declined to predict whether one could occur, emphasizing he doesn't have a crystal ball. Still, BofA strategists stressed that they see the potential for a \"Fed policy mistake driving hard landing.\"However, Edward Yardeni maintained his call in his December 15 briefing that the Fed's \"soft-landing forecast makes sense to us.\"Therefore, we believe investors have likely gleaned a series of confusing commentary rather than clarity as strategists and economists assess whether the Fed could force a recession to keep its commitment to pressing down inflation.Furthermore, S&P Global highlighted in a recent commentary that it sees inflationary pressures abating across the US economy, including services. It articulated:We got the steepest downturn we've seen since the global financial crisis, if the initial lockdown period is excluded. The good news is that this downturn in the economy is alleviating inflationary pressures. - WSJHence, could the Fed's head be turned, even as it expects to continue hiking rates through the end of 2023? Would the Fed be responsive enough to a potential policy error that could drive the economy to a deeper downturn than the FOMC had planned for?Even Summers has not ruled out that the labor market could be hit with a \"particularly sharp weakening,\" helping to alleviate one of the most consistent drivers of inflation markedly.The Market Was Already Primed For A Pullback, RegardlessHowever, despite the sharp recovery in October and the positive CPI print on Wednesday, we believe that market operators were never in doubt. The market was well-primed for a pullback. We also articulated in a recent commentary after the release of November's CPI metrics to our members:The market is still primed for a pullback. I [have already] revised the short-term market bias on November 22 to Bearish. We got the [initial] pullback, but it wasn't enough on the medium-term chart. So, [on December 12], I revised [the short-term bias] to Neutral to reflect the recent pullback [as] short-term indicators [are] no longer overbought. But, with yesterday's [December 13, post-CPI release] possible bull trap price action, I've revised it down one notch to Bearish-Neutral for our short-term bias. I will discuss this in more detail after we get more clarity on today's FOMC presser. - Ultimate Growth Investing December 14 - Pre-market briefingThat's right. The market has drawn in investors astutely into FOMO mode as they feared they missed its October lows. We highlighted to our members on October 21 that \"we have the bullish reversal condition that we need. So, we are good to go.\" During those days, we vividly recall that the media and strategists were highly pessimistic.We even highlighted in October to members that \"money managers are sitting on the highest levels of dry powder waiting to be deployed in twenty years.\" Therefore, we aren't surprised that Bloomberg reported:After a month of drawing down positions, investors poured $25 billion in stocks in the week through Wednesday only to see the S&P 500 plummet as the Federal Reserve and other central banks stuck with hawkish stances that threaten to spur a recession. - BloombergTakeawayRecall we mentioned that we revised our short-term market bias to Bearish on November 22, nearly four weeks ago. The market had prepared for this moment for a while, drawing in unsuspecting retail/institutional investors into FOMO, anticipating the Santa Claus rally to unfold.Our suggestion is this: Be wary. The pullback is likely far from over, and where it takes us next could portend whether October lows could be sustained. And don't FOMO again.","news_type":1},"isVote":1,"tweetType":1,"viewCount":110,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9921301020,"gmtCreate":1670974543861,"gmtModify":1676538468438,"author":{"id":"3569412332041632","authorId":"3569412332041632","name":"MIKEEEE","avatar":"https://static.tigerbbs.com/55d7698324bac4ddc5e562444ede006b","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3569412332041632","authorIdStr":"3569412332041632"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9921301020","repostId":"2291749530","repostType":4,"isVote":1,"tweetType":1,"viewCount":145,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9921954591,"gmtCreate":1670971233114,"gmtModify":1676538467646,"author":{"id":"3569412332041632","authorId":"3569412332041632","name":"MIKEEEE","avatar":"https://static.tigerbbs.com/55d7698324bac4ddc5e562444ede006b","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3569412332041632","authorIdStr":"3569412332041632"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v>","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v>","text":"$Tesla Motors(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9921954591","isVote":1,"tweetType":1,"viewCount":121,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9923246989,"gmtCreate":1670878943041,"gmtModify":1676538450206,"author":{"id":"3569412332041632","authorId":"3569412332041632","name":"MIKEEEE","avatar":"https://static.tigerbbs.com/55d7698324bac4ddc5e562444ede006b","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3569412332041632","authorIdStr":"3569412332041632"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v>","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v>","text":"$Tesla Motors(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9923246989","isVote":1,"tweetType":1,"viewCount":149,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9923393750,"gmtCreate":1670798851371,"gmtModify":1676538433619,"author":{"id":"3569412332041632","authorId":"3569412332041632","name":"MIKEEEE","avatar":"https://static.tigerbbs.com/55d7698324bac4ddc5e562444ede006b","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3569412332041632","authorIdStr":"3569412332041632"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a><v-v data-views=\"1\"></v-v>","text":"$Apple(AAPL)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9923393750","isVote":1,"tweetType":1,"viewCount":85,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9920432684,"gmtCreate":1670540489748,"gmtModify":1676538387406,"author":{"id":"3569412332041632","authorId":"3569412332041632","name":"MIKEEEE","avatar":"https://static.tigerbbs.com/55d7698324bac4ddc5e562444ede006b","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3569412332041632","authorIdStr":"3569412332041632"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a><v-v data-views=\"1\"></v-v>","text":"$Apple(AAPL)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9920432684","isVote":1,"tweetType":1,"viewCount":129,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9036673370,"gmtCreate":1647087551752,"gmtModify":1676534194233,"author":{"id":"3569412332041632","authorId":"3569412332041632","name":"MIKEEEE","avatar":"https://static.tigerbbs.com/55d7698324bac4ddc5e562444ede006b","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3569412332041632","authorIdStr":"3569412332041632"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMC\">$AMC Entertainment(AMC)$</a>Seems like next week's price action gonna be nasty but ain't no leaving💎🙌🏻!","listText":"<a href=\"https://ttm.financial/S/AMC\">$AMC Entertainment(AMC)$</a>Seems like next week's price action gonna be nasty but ain't no leaving💎🙌🏻!","text":"$AMC Entertainment(AMC)$Seems like next week's price action gonna be nasty but ain't no leaving💎🙌🏻!","images":[{"img":"https://static.itradeup.com/news/1d7c81fdb12b96b25afbd2d76a8d44ee","width":"1440","height":"2560"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":32,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9036673370","isVote":1,"tweetType":1,"viewCount":852,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000695","authorId":"9000000000000695","name":"BaronLyly","avatar":"https://static.tigerbbs.com/2002537f0b7be973a9a9a72fea618459","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000695","authorIdStr":"9000000000000695"},"content":"sure would’ve been nice to have sold at $70, and jumped back in at $14 or $15, but have held for 14 months and won’t leave until this blows the hell up.","text":"sure would’ve been nice to have sold at $70, and jumped back in at $14 or $15, but have held for 14 months and won’t leave until this blows the hell up.","html":"sure would’ve been nice to have sold at $70, and jumped back in at $14 or $15, but have held for 14 months and won’t leave until this blows the hell up."}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9907582739,"gmtCreate":1660218542523,"gmtModify":1703479185554,"author":{"id":"3569412332041632","authorId":"3569412332041632","name":"MIKEEEE","avatar":"https://static.tigerbbs.com/55d7698324bac4ddc5e562444ede006b","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3569412332041632","authorIdStr":"3569412332041632"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a>Have anyone of ya'll recieved your APPL dividends yet? I thought today is the payout date?[Smug]&nbsp;","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a>Have anyone of ya'll recieved your APPL dividends yet? I thought today is the payout date?[Smug]&nbsp;","text":"$Apple(AAPL)$Have anyone of ya'll recieved your APPL dividends yet? I thought today is the payout date?[Smug]","images":[{"img":"https://community-static.tradeup.com/news/138d4c725b3e23d8ccd6c1acedfb2d48","width":"1440","height":"2560"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":19,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9907582739","isVote":1,"tweetType":1,"viewCount":499,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9030747664,"gmtCreate":1645834187637,"gmtModify":1676534068105,"author":{"id":"3569412332041632","authorId":"3569412332041632","name":"MIKEEEE","avatar":"https://static.tigerbbs.com/55d7698324bac4ddc5e562444ede006b","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3569412332041632","authorIdStr":"3569412332041632"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMC\">$AMC Entertainment(AMC)$</a>Bought more AMC Shares on my paycheck yesterday (: 💎🙌🏻","listText":"<a href=\"https://ttm.financial/S/AMC\">$AMC Entertainment(AMC)$</a>Bought more AMC Shares on my paycheck yesterday (: 💎🙌🏻","text":"$AMC Entertainment(AMC)$Bought more AMC Shares on my paycheck yesterday (: 💎🙌🏻","images":[{"img":"https://static.itradeup.com/news/05debbda045cbef20381605a4c3fdb7f","width":"1440","height":"3040"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":26,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9030747664","isVote":1,"tweetType":1,"viewCount":538,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3576339097425722","authorId":"3576339097425722","name":"Asphen","avatar":"https://community-static.tradeup.com/news/55ff1b64b2787933c17d863ecae83f09","crmLevel":8,"crmLevelSwitch":1,"idStr":"3576339097425722","authorIdStr":"3576339097425722"},"content":"AMC really needs to show it can break tat key resistance of 18 before it can make some headway. how far this counter has dropped. no more to the moon talk.","text":"AMC really needs to show it can break tat key resistance of 18 before it can make some headway. how far this counter has dropped. no more to the moon talk.","html":"AMC really needs to show it can break tat key resistance of 18 before it can make some headway. how far this counter has dropped. no more to the moon talk."}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9034399196,"gmtCreate":1647786401721,"gmtModify":1676534265557,"author":{"id":"3569412332041632","authorId":"3569412332041632","name":"MIKEEEE","avatar":"https://static.tigerbbs.com/55d7698324bac4ddc5e562444ede006b","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3569412332041632","authorIdStr":"3569412332041632"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMC\">$AMC Entertainment(AMC)$</a>I guess it's us?[Cool]&nbsp;","listText":"<a href=\"https://ttm.financial/S/AMC\">$AMC Entertainment(AMC)$</a>I guess it's us?[Cool]&nbsp;","text":"$AMC Entertainment(AMC)$I guess it's us?[Cool]","images":[{"img":"https://community-static.tradeup.com/news/697d7276fc0f36f70882e276d73d8dc4","width":"1440","height":"2915"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":15,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9034399196","isVote":1,"tweetType":1,"viewCount":662,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9035438338,"gmtCreate":1647652355385,"gmtModify":1676534255388,"author":{"id":"3569412332041632","authorId":"3569412332041632","name":"MIKEEEE","avatar":"https://static.tigerbbs.com/55d7698324bac4ddc5e562444ede006b","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3569412332041632","authorIdStr":"3569412332041632"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMC\">$AMC Entertainment(AMC)$</a>Slowly moving upwards 🚀 otw to 20 soon.","listText":"<a href=\"https://ttm.financial/S/AMC\">$AMC Entertainment(AMC)$</a>Slowly moving upwards 🚀 otw to 20 soon.","text":"$AMC Entertainment(AMC)$Slowly moving upwards 🚀 otw to 20 soon.","images":[{"img":"https://community-static.tradeup.com/news/7544670f3bc70c7ed24fe48a2c10245e","width":"1440","height":"2560"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":19,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9035438338","isVote":1,"tweetType":1,"viewCount":229,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9005148766,"gmtCreate":1642212889091,"gmtModify":1676533693334,"author":{"id":"3569412332041632","authorId":"3569412332041632","name":"MIKEEEE","avatar":"https://static.tigerbbs.com/55d7698324bac4ddc5e562444ede006b","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3569412332041632","authorIdStr":"3569412332041632"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMC\">$AMC Entertainment(AMC)$</a>Next week 21st January will the rocket take off?🚀","listText":"<a href=\"https://ttm.financial/S/AMC\">$AMC Entertainment(AMC)$</a>Next week 21st January will the rocket take off?🚀","text":"$AMC Entertainment(AMC)$Next week 21st January will the rocket take off?🚀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":21,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9005148766","isVote":1,"tweetType":1,"viewCount":902,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3569263012755494","authorId":"3569263012755494","name":"ChrisOh","avatar":"https://community-static.tradeup.com/news/51329ba6f05c52f2d9e45a59b323ceb3","crmLevel":2,"crmLevelSwitch":0,"idStr":"3569263012755494","authorIdStr":"3569263012755494"},"content":"prepare to see 17/18","text":"prepare to see 17/18","html":"prepare to see 17/18"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9001210656,"gmtCreate":1641255922892,"gmtModify":1676533588986,"author":{"id":"3569412332041632","authorId":"3569412332041632","name":"MIKEEEE","avatar":"https://static.tigerbbs.com/55d7698324bac4ddc5e562444ede006b","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3569412332041632","authorIdStr":"3569412332041632"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMC\">$AMC Entertainment(AMC)$</a>Not leaving","listText":"<a href=\"https://ttm.financial/S/AMC\">$AMC Entertainment(AMC)$</a>Not leaving","text":"$AMC Entertainment(AMC)$Not leaving","images":[{"img":"https://static.itradeup.com/news/3127ec62b0139b560959a30397a89fcb","width":"1440","height":"2560"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":14,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9001210656","isVote":1,"tweetType":1,"viewCount":716,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3581082207694869","authorId":"3581082207694869","name":"Trading Guru","avatar":"https://community-static.tradeup.com/news/765299bc38d48154b1dbbe7c431c8f70","crmLevel":1,"crmLevelSwitch":0,"idStr":"3581082207694869","authorIdStr":"3581082207694869"},"content":"u dont have any much choices though","text":"u dont have any much choices though","html":"u dont have any much choices though"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9001325609,"gmtCreate":1641174190447,"gmtModify":1676533579080,"author":{"id":"3569412332041632","authorId":"3569412332041632","name":"MIKEEEE","avatar":"https://static.tigerbbs.com/55d7698324bac4ddc5e562444ede006b","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3569412332041632","authorIdStr":"3569412332041632"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMC\">$AMC Entertainment(AMC)$</a>Happy New Year, jan 21st will be interesting for AMC","listText":"<a href=\"https://ttm.financial/S/AMC\">$AMC Entertainment(AMC)$</a>Happy New Year, jan 21st will be interesting for AMC","text":"$AMC Entertainment(AMC)$Happy New Year, jan 21st will be interesting for AMC","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":19,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/9001325609","isVote":1,"tweetType":1,"viewCount":749,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9906035772,"gmtCreate":1659452097798,"gmtModify":1705980498134,"author":{"id":"3569412332041632","authorId":"3569412332041632","name":"MIKEEEE","avatar":"https://static.tigerbbs.com/55d7698324bac4ddc5e562444ede006b","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3569412332041632","authorIdStr":"3569412332041632"},"themes":[],"htmlText":"Exit strategy? No thanks, I'll stick to DCA and hold for the long term growth&nbsp;","listText":"Exit strategy? No thanks, I'll stick to DCA and hold for the long term growth&nbsp;","text":"Exit strategy? No thanks, I'll stick to DCA and hold for the long term growth","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9906035772","repostId":"1101033470","repostType":2,"repost":{"id":"1101033470","kind":"news","pubTimestamp":1659451231,"share":"https://ttm.financial/m/news/1101033470?lang=&edition=fundamental","pubTime":"2022-08-02 22:40","market":"us","language":"en","title":"Apple: Sell The Bounce","url":"https://stock-news.laohu8.com/highlight/detail?id=1101033470","media":"Seeking Alpha","summary":"SummaryApple is up 25% from its June lows.Margins remain impressive but seemed to have peaked and Se","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Apple is up 25% from its June lows.</li><li>Margins remain impressive but seemed to have peaked and Services has slowed.</li><li>Headwinds from the macro environment have yet to be felt, and Apple can’t be immune from it forever.</li></ul><p><b>Introduction</b></p><p>Apple’s performance through what many forecasted to be a challenging quarter was applaudable. With rapid Fed rate hikes, GDP contraction, and high inflation, the macro environment has been a top concern. Apple was asked about it multiple times, but stated that the iPhone was seemingly unaffected and just slowdowns in Services advertising and wearables could be attributed to macro headwinds. In fact, Apple projects accelerated revenue growth into Q4’22.</p><p>While last quarter’s results were a big relief for investors, no one is out of the woods just yet. Despite a second consecutive GDP contraction, a recession has yet to be called. Earnings have been better than feared but if you believe recessions are inevitable (as they have always been), Apple will have a lot of work to do to justify a $2.65T market cap sporting a P/E of 26.9.</p><p><b>Peak Margins</b></p><p>Mostly due to foreign exchange headwinds, Apple’s margins fell 40 basis points to 43.3%, but going into Q4 Apple projects gross margins to be in the range of 41.5 to 42.5%. There is still reason to believe that Apple’s gross margins will continue to contract over the next year and I don’t suspect that the high gross margins from Services will provide relief as the sector is slowing.</p><p><b>Apple is still an iPhone company</b></p><p>Apple’s Services growth over the last few years has helped investors feel diversified from the iPhone, which has been the most impressive product in history but is ultimately a risky one to rely on. All it takes is one competitive product to put a dent in Apple’s iPhone sales. While I don’t see one yet, it’s still a serious risk and declining growth in Services revenue is a concern when compared to the other trillion-dollar tech giants.</p><p>Apple’s Services business has grown to $19.6, a record quarter and a figure that has doubled over the past five years. However, growth slowed to 12% last quarter while Google, Microsoft, and Amazon posted cloud Services growth of 35%, 20%, and 40% respectively. Apple Services, which include Music, iCloud, TV, AppleCare, the App Store, Apple Pay and more may not be an apples-to-apples comparison to other cloud services but these divisions all serve as high-margin, high-growth businesses to maintain profits and boost margins.</p><p>For Q2’19, Apple’s Services division made up 19.74% of its total revenue (iPhone was 49.7%). Unfortunately, not much has changed as that number last quarter was 20.37% (iPhone 51.99%). Although growth in Services was enough to offset the declines in Product revenues, last quarter was a pleasant surprise from the perspective of iPhones. Unfortunately, this makes it clear that Apple is still an iPhone/hardware company. I&#39;d like to emphasize that this is not a bad thing, but with a P/E of 26.9, it is comparable to Microsoft’s 29 P/E, which as a whole has a much higher gross margin of 68.4% and churned out 12% revenue growth for the quarter versus 2% from Apple.</p><p><b>Will The Next iPhone Cycle Hurt Margins?</b></p><p>Looking forward to Apple’s upcoming iPhone lineup, investors may find it less appealing to Apple’s bottom line.</p><p>Today, the sizes of the current flagship iPhone lineup are, in order:</p><ol><li>iPhone 13 Mini ($699)</li><li>iPhone 13 Pro ($999)</li><li>iPhone 13 ($799)</li><li>iPhone 13 Pro Max ($1099)</li></ol><p>In September, this will change to</p><ol><li>iPhone 14 &amp; iPhone 14 Pro</li><li>iPhone 14 (Max?) &amp; iPhone 14 Pro Max</li></ol><p>On the plus side, this will streamline manufacturing from having four screen types/sizes to just two--Unless there will be a difference between the Pro iPhone displays and non Pro devices. It may also help that R&amp;D costs by mitigating development of a lower-margin, unpopular mini iPhone. The iPhone Mini is an engineering marvel as the smallest, lightest phone of this performance and although as a user I&#39;m sad to see it go investors will probably be relieved.</p><p>On the downside, for the first time since the introduction of the iPhone XS Max (released in 2018), consumers will be able to buy the largest available iPhone without a starting price of $1099. The Max model iPhones are very popular due to their screen size, but going forward consumers will need to justify spending more for &#34;Pro&#34; features, like an additional telephoto camera, LiDAR, and more. The iPhone 14 &#34;Max&#34; might be one of Apple&#39;s most popular devices, as it will most likely cost less than the smaller iPhone 14 Pro, and much less than the Pro Max model.</p><p>Another concern is pricing and costs. Earlier this year Apple raised the price of its iPhone SE from $399 to $429 to likely offset higher costs. I expect that the upcoming iPhone lineup will have some higher price adjustments as well. Unfortunately, unlike the past, price increases will no longer mean higher margins due to rising costs and FX. Instead margins would be flat in a strong sales environment and investors would have to hope for stable iPhone sales in what is likely to be a turbulent iPhone cycle due to the macros.</p><p><b>Conclusion</b></p><p>The last time I wrote about Apple, I suggested that it was historically a bad time to buy due to Apple’s volatile history where it has stumbled after reaching new all-time highs. Although I was briefly correct, the stock is up nearly 25% from its June lows and it is arguably much deserved after a stellar quarter. This might be a good time to consider an exit strategy and for speculators, a better entry point could be on the horizon. After all, Apple is historically a volatile stock.</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>Apple: Sell The Bounce</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\">\nApple: Sell The Bounce\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-02 22:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4528433-apple-stock-sell-bounce><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryApple is up 25% from its June lows.Margins remain impressive but seemed to have peaked and Services has slowed.Headwinds from the macro environment have yet to be felt, and Apple can’t be ...</p>\n\n<a href=\"https://seekingalpha.com/article/4528433-apple-stock-sell-bounce\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4528433-apple-stock-sell-bounce","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101033470","content_text":"SummaryApple is up 25% from its June lows.Margins remain impressive but seemed to have peaked and Services has slowed.Headwinds from the macro environment have yet to be felt, and Apple can’t be immune from it forever.IntroductionApple’s performance through what many forecasted to be a challenging quarter was applaudable. With rapid Fed rate hikes, GDP contraction, and high inflation, the macro environment has been a top concern. Apple was asked about it multiple times, but stated that the iPhone was seemingly unaffected and just slowdowns in Services advertising and wearables could be attributed to macro headwinds. In fact, Apple projects accelerated revenue growth into Q4’22.While last quarter’s results were a big relief for investors, no one is out of the woods just yet. Despite a second consecutive GDP contraction, a recession has yet to be called. Earnings have been better than feared but if you believe recessions are inevitable (as they have always been), Apple will have a lot of work to do to justify a $2.65T market cap sporting a P/E of 26.9.Peak MarginsMostly due to foreign exchange headwinds, Apple’s margins fell 40 basis points to 43.3%, but going into Q4 Apple projects gross margins to be in the range of 41.5 to 42.5%. There is still reason to believe that Apple’s gross margins will continue to contract over the next year and I don’t suspect that the high gross margins from Services will provide relief as the sector is slowing.Apple is still an iPhone companyApple’s Services growth over the last few years has helped investors feel diversified from the iPhone, which has been the most impressive product in history but is ultimately a risky one to rely on. All it takes is one competitive product to put a dent in Apple’s iPhone sales. While I don’t see one yet, it’s still a serious risk and declining growth in Services revenue is a concern when compared to the other trillion-dollar tech giants.Apple’s Services business has grown to $19.6, a record quarter and a figure that has doubled over the past five years. However, growth slowed to 12% last quarter while Google, Microsoft, and Amazon posted cloud Services growth of 35%, 20%, and 40% respectively. Apple Services, which include Music, iCloud, TV, AppleCare, the App Store, Apple Pay and more may not be an apples-to-apples comparison to other cloud services but these divisions all serve as high-margin, high-growth businesses to maintain profits and boost margins.For Q2’19, Apple’s Services division made up 19.74% of its total revenue (iPhone was 49.7%). Unfortunately, not much has changed as that number last quarter was 20.37% (iPhone 51.99%). Although growth in Services was enough to offset the declines in Product revenues, last quarter was a pleasant surprise from the perspective of iPhones. Unfortunately, this makes it clear that Apple is still an iPhone/hardware company. I'd like to emphasize that this is not a bad thing, but with a P/E of 26.9, it is comparable to Microsoft’s 29 P/E, which as a whole has a much higher gross margin of 68.4% and churned out 12% revenue growth for the quarter versus 2% from Apple.Will The Next iPhone Cycle Hurt Margins?Looking forward to Apple’s upcoming iPhone lineup, investors may find it less appealing to Apple’s bottom line.Today, the sizes of the current flagship iPhone lineup are, in order:iPhone 13 Mini ($699)iPhone 13 Pro ($999)iPhone 13 ($799)iPhone 13 Pro Max ($1099)In September, this will change toiPhone 14 & iPhone 14 ProiPhone 14 (Max?) & iPhone 14 Pro MaxOn the plus side, this will streamline manufacturing from having four screen types/sizes to just two--Unless there will be a difference between the Pro iPhone displays and non Pro devices. It may also help that R&D costs by mitigating development of a lower-margin, unpopular mini iPhone. The iPhone Mini is an engineering marvel as the smallest, lightest phone of this performance and although as a user I'm sad to see it go investors will probably be relieved.On the downside, for the first time since the introduction of the iPhone XS Max (released in 2018), consumers will be able to buy the largest available iPhone without a starting price of $1099. The Max model iPhones are very popular due to their screen size, but going forward consumers will need to justify spending more for \"Pro\" features, like an additional telephoto camera, LiDAR, and more. The iPhone 14 \"Max\" might be one of Apple's most popular devices, as it will most likely cost less than the smaller iPhone 14 Pro, and much less than the Pro Max model.Another concern is pricing and costs. Earlier this year Apple raised the price of its iPhone SE from $399 to $429 to likely offset higher costs. I expect that the upcoming iPhone lineup will have some higher price adjustments as well. Unfortunately, unlike the past, price increases will no longer mean higher margins due to rising costs and FX. Instead margins would be flat in a strong sales environment and investors would have to hope for stable iPhone sales in what is likely to be a turbulent iPhone cycle due to the macros.ConclusionThe last time I wrote about Apple, I suggested that it was historically a bad time to buy due to Apple’s volatile history where it has stumbled after reaching new all-time highs. Although I was briefly correct, the stock is up nearly 25% from its June lows and it is arguably much deserved after a stellar quarter. This might be a good time to consider an exit strategy and for speculators, a better entry point could be on the horizon. After all, Apple is historically a volatile stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":250,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4103864033944460","authorId":"4103864033944460","name":"PaperPlay","avatar":"https://community-static.tradeup.com/news/f9bd8cbd182d6cb24667a31115671409","crmLevel":5,"crmLevelSwitch":0,"idStr":"4103864033944460","authorIdStr":"4103864033944460"},"content":"never a fan of selling away quickly for superior companies like $Apple(AAPL)$. What is one gonna do with the profits? Keep it as fiat or buy another company which may not be as great? 🤔","text":"never a fan of selling away quickly for superior companies like $Apple(AAPL)$. What is one gonna do with the profits? Keep it as fiat or buy another company which may not be as great? 🤔","html":"never a fan of selling away quickly for superior companies like $Apple(AAPL)$. What is one gonna do with the profits? Keep it as fiat or buy another company which may not be as great? 🤔"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9097003415,"gmtCreate":1645248679285,"gmtModify":1676534013397,"author":{"id":"3569412332041632","authorId":"3569412332041632","name":"MIKEEEE","avatar":"https://static.tigerbbs.com/55d7698324bac4ddc5e562444ede006b","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3569412332041632","authorIdStr":"3569412332041632"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMC\">$AMC Entertainment(AMC)$</a>Not Leaving 💎🙌🏻","listText":"<a href=\"https://ttm.financial/S/AMC\">$AMC Entertainment(AMC)$</a>Not Leaving 💎🙌🏻","text":"$AMC Entertainment(AMC)$Not Leaving 💎🙌🏻","images":[{"img":"https://static.itradeup.com/news/68a2f3b3a9a2e62a0bdac647961618e0","width":"1440","height":"2560"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":14,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9097003415","isVote":1,"tweetType":1,"viewCount":462,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9006351952,"gmtCreate":1641612429729,"gmtModify":1676533634928,"author":{"id":"3569412332041632","authorId":"3569412332041632","name":"MIKEEEE","avatar":"https://static.tigerbbs.com/55d7698324bac4ddc5e562444ede006b","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3569412332041632","authorIdStr":"3569412332041632"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMC\">$AMC Entertainment(AMC)$</a>#Not Leaving💎🙌🏻! Trying to average down every month","listText":"<a href=\"https://ttm.financial/S/AMC\">$AMC Entertainment(AMC)$</a>#Not Leaving💎🙌🏻! Trying to average down every month","text":"$AMC Entertainment(AMC)$#Not Leaving💎🙌🏻! Trying to average down every month","images":[{"img":"https://static.itradeup.com/news/400c58967256b6c29d06ab736bd2d381","width":"1440","height":"2560"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9006351952","isVote":1,"tweetType":1,"viewCount":414,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3577411757948347","authorId":"3577411757948347","name":"Mr.Hercules","avatar":"https://static.tigerbbs.com/e2159bafb326ffbb268ae18c70fc8bcb","crmLevel":3,"crmLevelSwitch":0,"idStr":"3577411757948347","authorIdStr":"3577411757948347"},"content":"u nvr get a chance to sell previously? why hold at so high price?","text":"u nvr get a chance to sell previously? why hold at so high price?","html":"u nvr get a chance to sell previously? why hold at so high price?"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9035196787,"gmtCreate":1647529356174,"gmtModify":1676534241130,"author":{"id":"3569412332041632","authorId":"3569412332041632","name":"MIKEEEE","avatar":"https://static.tigerbbs.com/55d7698324bac4ddc5e562444ede006b","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3569412332041632","authorIdStr":"3569412332041632"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMC\">$AMC Entertainment(AMC)$</a>$15.75 break and we fly from there🚀","listText":"<a href=\"https://ttm.financial/S/AMC\">$AMC Entertainment(AMC)$</a>$15.75 break and we fly from there🚀","text":"$AMC Entertainment(AMC)$$15.75 break and we fly from there🚀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":14,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9035196787","isVote":1,"tweetType":1,"viewCount":310,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9090214701,"gmtCreate":1643195776350,"gmtModify":1676533783755,"author":{"id":"3569412332041632","authorId":"3569412332041632","name":"MIKEEEE","avatar":"https://static.tigerbbs.com/55d7698324bac4ddc5e562444ede006b","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3569412332041632","authorIdStr":"3569412332041632"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMC\">$AMC Entertainment(AMC)$</a>Green Today🚀","listText":"<a href=\"https://ttm.financial/S/AMC\">$AMC Entertainment(AMC)$</a>Green Today🚀","text":"$AMC Entertainment(AMC)$Green Today🚀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9090214701","isVote":1,"tweetType":1,"viewCount":720,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9096564325,"gmtCreate":1644422374363,"gmtModify":1676533924440,"author":{"id":"3569412332041632","authorId":"3569412332041632","name":"MIKEEEE","avatar":"https://static.tigerbbs.com/55d7698324bac4ddc5e562444ede006b","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3569412332041632","authorIdStr":"3569412332041632"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMC\">$AMC Entertainment(AMC)$</a>Where are the shills that are saying&nbsp;it's going down to $10? 😂&nbsp;","listText":"<a href=\"https://ttm.financial/S/AMC\">$AMC Entertainment(AMC)$</a>Where are the shills that are saying&nbsp;it's going down to $10? 😂&nbsp;","text":"$AMC Entertainment(AMC)$Where are the shills that are saying it's going down to $10? 😂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9096564325","isVote":1,"tweetType":1,"viewCount":610,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3575535478532281","authorId":"3575535478532281","name":"MoneyLaiLai","avatar":"https://static.tigerbbs.com/639a3b03c57fa8d7cf603a5133568706","crmLevel":2,"crmLevelSwitch":0,"idStr":"3575535478532281","authorIdStr":"3575535478532281"},"content":"They only come out of the cave when drop. Went back to hide.","text":"They only come out of the cave when drop. Went back to hide.","html":"They only come out of the cave when drop. Went back to hide."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9090834527,"gmtCreate":1643150363701,"gmtModify":1676533777949,"author":{"id":"3569412332041632","authorId":"3569412332041632","name":"MIKEEEE","avatar":"https://static.tigerbbs.com/55d7698324bac4ddc5e562444ede006b","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3569412332041632","authorIdStr":"3569412332041632"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMC\">$AMC Entertainment(AMC)$</a>Payday bought more AMC shares🥳.","listText":"<a href=\"https://ttm.financial/S/AMC\">$AMC Entertainment(AMC)$</a>Payday bought more AMC shares🥳.","text":"$AMC Entertainment(AMC)$Payday bought more AMC shares🥳.","images":[{"img":"https://static.itradeup.com/news/62ec8f3df0f8b0bcefc7fa8cf0dfe89b","width":"1440","height":"3040"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":17,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9090834527","isVote":1,"tweetType":1,"viewCount":576,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9085850845,"gmtCreate":1650679854217,"gmtModify":1676534775964,"author":{"id":"3569412332041632","authorId":"3569412332041632","name":"MIKEEEE","avatar":"https://static.tigerbbs.com/55d7698324bac4ddc5e562444ede006b","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3569412332041632","authorIdStr":"3569412332041632"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMC\">$AMC Entertainment(AMC)$</a>Bought more AMC last night😊 #NotLeaving","listText":"<a href=\"https://ttm.financial/S/AMC\">$AMC Entertainment(AMC)$</a>Bought more AMC last night😊 #NotLeaving","text":"$AMC Entertainment(AMC)$Bought more AMC last night😊 #NotLeaving","images":[{"img":"https://community-static.tradeup.com/news/af075ed9e7fc99fbf8502b7871279985","width":"1491","height":"3040"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9085850845","isVote":1,"tweetType":1,"viewCount":472,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3577972314102478","authorId":"3577972314102478","name":"lom","avatar":"https://community-static.tradeup.com/news/5d906087229f4ce0eec600e23e5214d2","crmLevel":2,"crmLevelSwitch":0,"idStr":"3577972314102478","authorIdStr":"3577972314102478"},"content":"steady la u soon u xxxx share already!","text":"steady la u soon u xxxx share already!","html":"steady la u soon u xxxx share already!"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9098059831,"gmtCreate":1643980542266,"gmtModify":1676533878169,"author":{"id":"3569412332041632","authorId":"3569412332041632","name":"MIKEEEE","avatar":"https://static.tigerbbs.com/55d7698324bac4ddc5e562444ede006b","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3569412332041632","authorIdStr":"3569412332041632"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMC\">$AMC Entertainment(AMC)$</a>💎🙌🏻","listText":"<a href=\"https://ttm.financial/S/AMC\">$AMC Entertainment(AMC)$</a>💎🙌🏻","text":"$AMC Entertainment(AMC)$💎🙌🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":15,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9098059831","isVote":1,"tweetType":1,"viewCount":129,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9016174692,"gmtCreate":1649160801936,"gmtModify":1676534460717,"author":{"id":"3569412332041632","authorId":"3569412332041632","name":"MIKEEEE","avatar":"https://static.tigerbbs.com/55d7698324bac4ddc5e562444ede006b","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3569412332041632","authorIdStr":"3569412332041632"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMC\">$AMC Entertainment(AMC)$</a>Was planning to average down but i went greedy and play options on AMC and lose it all[Cry]&nbsp;","listText":"<a href=\"https://ttm.financial/S/AMC\">$AMC Entertainment(AMC)$</a>Was planning to average down but i went greedy and play options on AMC and lose it all[Cry]&nbsp;","text":"$AMC Entertainment(AMC)$Was planning to average down but i went greedy and play options on AMC and lose it all[Cry]","images":[{"img":"https://community-static.tradeup.com/news/d5824917d10545d1343928c768c73f11","width":"1440","height":"2560"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9016174692","isVote":1,"tweetType":1,"viewCount":961,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3565134746210408","authorId":"3565134746210408","name":"AMCfortuner","avatar":"https://static.tigerbbs.com/58bbc2c62bfa92a60789492dfe3b6fe3","crmLevel":7,"crmLevelSwitch":0,"idStr":"3565134746210408","authorIdStr":"3565134746210408"},"content":"options not easy either smc n gme","text":"options not easy either smc n gme","html":"options not easy either smc n gme"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9037839962,"gmtCreate":1648076823482,"gmtModify":1676534299941,"author":{"id":"3569412332041632","authorId":"3569412332041632","name":"MIKEEEE","avatar":"https://static.tigerbbs.com/55d7698324bac4ddc5e562444ede006b","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3569412332041632","authorIdStr":"3569412332041632"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMC\">$AMC Entertainment(AMC)$</a>Tonight break $22?🚀, not leaving💎🙌🏻","listText":"<a href=\"https://ttm.financial/S/AMC\">$AMC Entertainment(AMC)$</a>Tonight break $22?🚀, not leaving💎🙌🏻","text":"$AMC Entertainment(AMC)$Tonight break $22?🚀, not leaving💎🙌🏻","images":[{"img":"https://community-static.tradeup.com/news/1650d10f61908f0362b514d577ff6439","width":"1440","height":"2560"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":14,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9037839962","isVote":1,"tweetType":1,"viewCount":534,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9926923448,"gmtCreate":1671451398084,"gmtModify":1676538538305,"author":{"id":"3569412332041632","authorId":"3569412332041632","name":"MIKEEEE","avatar":"https://static.tigerbbs.com/55d7698324bac4ddc5e562444ede006b","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3569412332041632","authorIdStr":"3569412332041632"},"themes":[],"htmlText":"Is it just me or i don't mind a pullback so i can grab more cheap valued stocks so that i can lower my averaging stocks positions.","listText":"Is it just me or i don't mind a pullback so i can grab more cheap valued stocks so that i can lower my averaging stocks positions.","text":"Is it just me or i don't mind a pullback so i can grab more cheap valued stocks so that i can lower my averaging stocks positions.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":16,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9926923448","repostId":"2292886262","repostType":4,"repost":{"id":"2292886262","kind":"highlight","pubTimestamp":1671463802,"share":"https://ttm.financial/m/news/2292886262?lang=&edition=fundamental","pubTime":"2022-12-19 23:30","market":"us","language":"en","title":"The Fed Crushed Investors' Hopes Of A Santa Claus Rally","url":"https://stock-news.laohu8.com/highlight/detail?id=2292886262","media":"Seeking Alpha","summary":"SummaryBloomberg reported investors poured nearly $25B into equities over the past week, as retail/i","content":"<html><head></head><body><h2>Summary</h2><ul><li>Bloomberg reported investors poured nearly $25B into equities over the past week, as retail/institutional investors likely went into FOMO mode after the market bottomed in October.</li><li>So the hammering last week could have stunned these investors? Isn&#39;t November&#39;s CPI print constructive?</li><li>Yet the Fed was never in doubt as it emphasized that it would not adjust its 2% inflation target.</li><li>Hence, the post-CPI rally has proved to be the bull trap the market needed to start the pullback in earnest.</li><li>Where we land next could determine whether the market anticipates a severe recession. Just don&#39;t expect Santa to be on time this year.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d13e0a8d019aac2afb7cc74821154791\" tg-width=\"750\" tg-height=\"500\" referrerpolicy=\"no-referrer\"/><span>Win McNamee</span></p><h2>Fed Chair Jerome Powell&#39;s Finest Hawkish Moment</h2><p>The FOMC delivered and did not disappoint. We had already prepared ourselves for a hawkish Fed through the end of 2023, with the Fed&#39;s revised median terminal rate of 5.1% slightly ahead of the economists&#39; consensus.</p><p>Hence, the critical question is whether the Fed is committed to maintaining its inflation target of 2%, even as Fed Chair Jerome Powell brushed off any suggestion of a change.</p><p>Some commentators suggested that the Fed&#39;s credibility could be tested, as they view the target as &#34;no longer credible.&#34; For example, Pershing Square Capital Management founder Bill Ackman articulated that the Fed should adjust its target, seeing 3% as a viable target, as &#34;businesses need price stability, but can thrive in a world with 3% stable inflation.&#34;</p><p>Notwithstanding, former Treasury Secretary Lawrence Summers applauded the Fed&#39;s decision to keep to its 2% inflation target. Summers articulated that &#34;[he&#39;s] gratified to see the ways in which the Fed has caught up.&#34;</p><p>The Fed&#39;s revised summary of economic projections (SEP) suggests its PCE inflation forecasts have been raised to 2.1% by 2025 from its previous 2% projections in September. However, market forecasters are debating whether the Fed has incorporated the latest CPI report into its SEP, given the short notice from November&#39;s CPI release (December 13) to Powell&#39;s presser (December 14).</p><p>UBS Securities economist Alan Detmeister articulated that the Fed&#39;s SEP indicates that &#34;[it has] extremely strong December numbers for inflation written in.&#34; However, the timing of November&#39;s CPI print might not have been reflected accordingly, even though Powell maintained in the pressor that such data points had been considered. Detmeister highlighted:</p><blockquote>Very few of them would have probably gone ahead and updated their submissions and really worked out what it would&#39;ve taken in December to hit that target. - <i>Bloomberg</i></blockquote><h2>Is The Fed Willing To Drive A Deep Recession?</h2><p>Hence, investors looking through the recent media releases and commentary from economists and market strategists are likely more confused as they parse whether the Fed could be &#34;bluffing.&#34;</p><p>RBC chief US economist Tom Porcelli even argued: &#34;This aggressive hiking cycle is going to cause some damage. The Fed will cut rates twice in 2023.&#34;</p><p>Sure, bulls think that the Fed could be forced to cut rates, as even its revised SEP suggests a recession is looking increasingly likely. However, Powell declined to predict whether one could occur, emphasizing he doesn&#39;t have a crystal ball. Still, BofA strategists stressed that they see the potential for a &#34;Fed policy mistake driving hard landing.&#34;</p><p>However, Edward Yardeni maintained his call in his December 15 briefing that the Fed&#39;s &#34;soft-landing forecast makes sense to us.&#34;</p><p>Therefore, we believe investors have likely gleaned a series of confusing commentary rather than clarity as strategists and economists assess whether the Fed could force a recession to keep its commitment to pressing down inflation.</p><p>Furthermore, S&amp;P Global highlighted in a recent commentary that it sees inflationary pressures abating across the US economy, including services. It articulated:</p><blockquote>We got the steepest downturn we&#39;ve seen since the global financial crisis, if the initial lockdown period is excluded. The good news is that this downturn in the economy is alleviating inflationary pressures. - <i>WSJ</i></blockquote><p>Hence, could the Fed&#39;s head be turned, even as it expects to continue hiking rates through the end of 2023? Would the Fed be responsive enough to a potential policy error that could drive the economy to a deeper downturn than the FOMC had planned for?</p><p>Even Summers has not ruled out that the labor market could be hit with a &#34;particularly sharp weakening,&#34; helping to alleviate one of the most consistent drivers of inflation markedly.</p><h2>The Market Was Already Primed For A Pullback, Regardless</h2><p>However, despite the sharp recovery in October and the positive CPI print on Wednesday, we believe that market operators were never in doubt. The market was well-primed for a pullback. We also articulated in a recent commentary after the release of November&#39;s CPI metrics to our members:</p><blockquote><i>The market is still primed for a pullback.</i> I [have already] revised the <i>short-term market bias on November 22 to Bearish.</i> We got the [initial] pullback, but it wasn&#39;t enough on the medium-term chart. So, [on December 12], I revised [the short-term bias] to Neutral to reflect the recent pullback [as] short-term indicators [are] no longer overbought. But, with yesterday&#39;s [December 13, post-CPI release] possible bull trap price action, I&#39;ve revised it down one notch to Bearish-Neutral for our short-term bias. I will discuss this in more detail after we get more clarity on today&#39;s FOMC presser. - <i>Ultimate Growth Investing December 14 - Pre-market briefing</i></blockquote><p>That&#39;s right. The market has drawn in investors astutely into FOMO mode as they feared they missed its October lows. We highlighted to our members on October 21 that &#34;we have the bullish reversal condition that we need. So, we are good to go.&#34; During those days, we vividly recall that the media and strategists were highly pessimistic.</p><p>We even highlighted in October to members that &#34;money managers are sitting on the highest levels of dry powder waiting to be deployed in twenty years.&#34; Therefore, we aren&#39;t surprised that Bloomberg reported:</p><blockquote>After a month of drawing down positions, investors poured $25 billion in stocks in the week through Wednesday only to see the S&amp;P 500 plummet as the Federal Reserve and other central banks stuck with hawkish stances that threaten to spur a recession. - Bloomberg</blockquote><h2>Takeaway</h2><p>Recall we mentioned that we revised our short-term market bias to Bearish on November 22, nearly four weeks ago. The market had prepared for this moment for a while, drawing in unsuspecting retail/institutional investors into FOMO, anticipating the Santa Claus rally to unfold.</p><p>Our suggestion is this: Be wary. The pullback is likely far from over, and where it takes us next could portend whether October lows could be sustained. And don&#39;t FOMO again.</p></body></html>","source":"seekingalpha_fund","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>The Fed Crushed Investors' Hopes Of A Santa Claus Rally</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\">\nThe Fed Crushed Investors' Hopes Of A Santa Claus Rally\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-19 23:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4565109-fed-crushed-investors-hopes-santa-claus-rally><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryBloomberg reported investors poured nearly $25B into equities over the past week, as retail/institutional investors likely went into FOMO mode after the market bottomed in October.So the ...</p>\n\n<a href=\"https://seekingalpha.com/article/4565109-fed-crushed-investors-hopes-santa-claus-rally\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4211":"区域性银行",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://seekingalpha.com/article/4565109-fed-crushed-investors-hopes-santa-claus-rally","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2292886262","content_text":"SummaryBloomberg reported investors poured nearly $25B into equities over the past week, as retail/institutional investors likely went into FOMO mode after the market bottomed in October.So the hammering last week could have stunned these investors? Isn't November's CPI print constructive?Yet the Fed was never in doubt as it emphasized that it would not adjust its 2% inflation target.Hence, the post-CPI rally has proved to be the bull trap the market needed to start the pullback in earnest.Where we land next could determine whether the market anticipates a severe recession. Just don't expect Santa to be on time this year.Win McNameeFed Chair Jerome Powell's Finest Hawkish MomentThe FOMC delivered and did not disappoint. We had already prepared ourselves for a hawkish Fed through the end of 2023, with the Fed's revised median terminal rate of 5.1% slightly ahead of the economists' consensus.Hence, the critical question is whether the Fed is committed to maintaining its inflation target of 2%, even as Fed Chair Jerome Powell brushed off any suggestion of a change.Some commentators suggested that the Fed's credibility could be tested, as they view the target as \"no longer credible.\" For example, Pershing Square Capital Management founder Bill Ackman articulated that the Fed should adjust its target, seeing 3% as a viable target, as \"businesses need price stability, but can thrive in a world with 3% stable inflation.\"Notwithstanding, former Treasury Secretary Lawrence Summers applauded the Fed's decision to keep to its 2% inflation target. Summers articulated that \"[he's] gratified to see the ways in which the Fed has caught up.\"The Fed's revised summary of economic projections (SEP) suggests its PCE inflation forecasts have been raised to 2.1% by 2025 from its previous 2% projections in September. However, market forecasters are debating whether the Fed has incorporated the latest CPI report into its SEP, given the short notice from November's CPI release (December 13) to Powell's presser (December 14).UBS Securities economist Alan Detmeister articulated that the Fed's SEP indicates that \"[it has] extremely strong December numbers for inflation written in.\" However, the timing of November's CPI print might not have been reflected accordingly, even though Powell maintained in the pressor that such data points had been considered. Detmeister highlighted:Very few of them would have probably gone ahead and updated their submissions and really worked out what it would've taken in December to hit that target. - BloombergIs The Fed Willing To Drive A Deep Recession?Hence, investors looking through the recent media releases and commentary from economists and market strategists are likely more confused as they parse whether the Fed could be \"bluffing.\"RBC chief US economist Tom Porcelli even argued: \"This aggressive hiking cycle is going to cause some damage. The Fed will cut rates twice in 2023.\"Sure, bulls think that the Fed could be forced to cut rates, as even its revised SEP suggests a recession is looking increasingly likely. However, Powell declined to predict whether one could occur, emphasizing he doesn't have a crystal ball. Still, BofA strategists stressed that they see the potential for a \"Fed policy mistake driving hard landing.\"However, Edward Yardeni maintained his call in his December 15 briefing that the Fed's \"soft-landing forecast makes sense to us.\"Therefore, we believe investors have likely gleaned a series of confusing commentary rather than clarity as strategists and economists assess whether the Fed could force a recession to keep its commitment to pressing down inflation.Furthermore, S&P Global highlighted in a recent commentary that it sees inflationary pressures abating across the US economy, including services. It articulated:We got the steepest downturn we've seen since the global financial crisis, if the initial lockdown period is excluded. The good news is that this downturn in the economy is alleviating inflationary pressures. - WSJHence, could the Fed's head be turned, even as it expects to continue hiking rates through the end of 2023? Would the Fed be responsive enough to a potential policy error that could drive the economy to a deeper downturn than the FOMC had planned for?Even Summers has not ruled out that the labor market could be hit with a \"particularly sharp weakening,\" helping to alleviate one of the most consistent drivers of inflation markedly.The Market Was Already Primed For A Pullback, RegardlessHowever, despite the sharp recovery in October and the positive CPI print on Wednesday, we believe that market operators were never in doubt. The market was well-primed for a pullback. We also articulated in a recent commentary after the release of November's CPI metrics to our members:The market is still primed for a pullback. I [have already] revised the short-term market bias on November 22 to Bearish. We got the [initial] pullback, but it wasn't enough on the medium-term chart. So, [on December 12], I revised [the short-term bias] to Neutral to reflect the recent pullback [as] short-term indicators [are] no longer overbought. But, with yesterday's [December 13, post-CPI release] possible bull trap price action, I've revised it down one notch to Bearish-Neutral for our short-term bias. I will discuss this in more detail after we get more clarity on today's FOMC presser. - Ultimate Growth Investing December 14 - Pre-market briefingThat's right. The market has drawn in investors astutely into FOMO mode as they feared they missed its October lows. We highlighted to our members on October 21 that \"we have the bullish reversal condition that we need. So, we are good to go.\" During those days, we vividly recall that the media and strategists were highly pessimistic.We even highlighted in October to members that \"money managers are sitting on the highest levels of dry powder waiting to be deployed in twenty years.\" Therefore, we aren't surprised that Bloomberg reported:After a month of drawing down positions, investors poured $25 billion in stocks in the week through Wednesday only to see the S&P 500 plummet as the Federal Reserve and other central banks stuck with hawkish stances that threaten to spur a recession. - BloombergTakeawayRecall we mentioned that we revised our short-term market bias to Bearish on November 22, nearly four weeks ago. The market had prepared for this moment for a while, drawing in unsuspecting retail/institutional investors into FOMO, anticipating the Santa Claus rally to unfold.Our suggestion is this: Be wary. The pullback is likely far from over, and where it takes us next could portend whether October lows could be sustained. And don't FOMO again.","news_type":1},"isVote":1,"tweetType":1,"viewCount":110,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}