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5D1T2

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03-12

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@AI_Dig:Is NVIDIA the"Next Big Thing" Bubble?

03-12

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@Elliottwave_Forecast:Dow Futures ( YM_F ) : Buying The Dips At The Blue Box Area

03-12

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@CYberviRus:$Roblox Corporation(RBLX)$ the popular online gaming platform, has experienced a four consecutive weeks down move, exceeding its one standard deviation price run after its recent financial announcement. One standard deviation (SD) is a statistical measure that indicates how much a stock's price typically deviates from its average price. A price movement exceeding one SD suggests a more significant deviation than usual, potentially signaling a trend change or overbought/oversold territory.

03-12

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@KYHBKO:News and my thoughts for the week (11Mar24) - China, Migrants, banks and Apple

03-12

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@ETF Tracker:Nikkei Breaks 40,000: Currency-Hedged ETFs Lead the Way

03-12

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@KYHBKO:Preview of the week starting 11 Mar 2024 - Zim to sink or swim?

2023-02-16

Ok

Berkshire Hathaway And Apple: Even More Overpowered As Buffett Buys More

2023-02-13

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Amazon Just Ceded This Massive Market to Walmart

2023-01-04

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5 Ways to Position Your Portfolio for 2023

2022-12-22

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Top Calls on Wall Street: Apple, Tesla, Palantir, Nike, Starbucks and More

2022-12-22

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US STOCKS-Wall Street Ends up With Help From Nike, FedEx and Consumer Sentiment

2022-12-15

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Powell Says Fed Still Has a "Ways to Go" After Half-Point Hike

2022-12-14

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2022-12-11

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@Fern29:Can't believe Portugal gets kicked out

2022-12-11

$Taiwan Semiconductor Manufacturing(TSM)$

2022-12-09

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2022-12-09

$TENCENT(00700)$

2022-12-09

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Twitter to Introduce New Controls for Ad Placements

2022-12-08

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@Princess87:太喜歡Tiger broker了，都會定期推出遊戲給用戶得福利，這次爲了配合世界盃，用戶也可以踢球⚽️ ⚽️⚽️，大家一起玩起來，好多福利等待領取，老虎證劵萬歲

2022-12-08

$TENCENT(00700)$

Go to Tiger App to see more news

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While mega-cap stocks have contributed significantly to the rally, the real driving force behind the US stock market's surge has been the Wall Street trend of investing in the \"next big thing\": AI. The reason for the explosive growth of AI stocks is simple - AI can be applied to virtually every sector and industry. And analysts from PwC estimate that AI will add $15.7 trillion to global GDP by 2030. When it comes to the biggest beneficiary of this AI revolution, <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a> is second to none.In early 2023, Nvidia was worth $360 billion. However, as of the close of trading on March 4, 2024, the value of the stock market has exploded to $2.13 trillion","listText":"图片Since the beginning of this year, all three major US stock indices have hit record highs. While mega-cap stocks have contributed significantly to the rally, the real driving force behind the US stock market's surge has been the Wall Street trend of investing in the \"next big thing\": AI. The reason for the explosive growth of AI stocks is simple - AI can be applied to virtually every sector and industry. And analysts from PwC estimate that AI will add $15.7 trillion to global GDP by 2030. When it comes to the biggest beneficiary of this AI revolution, <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a> is second to none.In early 2023, Nvidia was worth $360 billion. However, as of the close of trading on March 4, 2024, the value of the stock market has exploded to $2.13 trillion","text":"图片Since the beginning of this year, all three major US stock indices have hit record highs. While mega-cap stocks have contributed significantly to the rally, the real driving force behind the US stock market's surge has been the Wall Street trend of investing in the \"next big thing\": AI. The reason for the explosive growth of AI stocks is simple - AI can be applied to virtually every sector and industry. And analysts from PwC estimate that AI will add $15.7 trillion to global GDP by 2030. When it comes to the biggest beneficiary of this AI revolution, $NVIDIA Corp(NVDA)$ is second to none.In early 2023, Nvidia was worth $360 billion. However, as of the close of trading on March 4, 2024, the value of the stock market has exploded to $2.13 trillion","images":[{"img":"https://community-static.tradeup.com/news/e20ee3b0f970fd4d7d2cb45553aa5a16","width":"1080","height":"667"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/283117837819960","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":40,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":283450865291288,"gmtCreate":1710230382283,"gmtModify":1710230384234,"author":{"id":"3569971237956537","authorId":"3569971237956537","name":"5D1T2","avatar":"https://static.tigerbbs.com/4337cbcb700e1df3423e15a36e4d89b2","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/283450865291288","repostId":"283211148316920","repostType":1,"repost":{"id":283211148316920,"gmtCreate":1710171956007,"gmtModify":1710172268067,"author":{"id":"4113409820866582","authorId":"4113409820866582","name":"Elliottwave_Forecast","avatar":"https://community-static.tradeup.com/news/c00ab1fc45e212abf00117a41ad8354f","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"Dow Futures ( YM_F ) : Buying The Dips At The Blue Box Area","htmlText":"Dow Futures ( YM_F ) : Buying The Dips At The Blue Box Area March 11, 2024 By EWF Vlada Hello fellow traders. In this technical article we’re going to take a look at the Elliott Wave charts charts of Dow Jones Futures published in members area of the website.&nbsp; As our members know YM_F has recently&nbsp; made pull back that has unfolded as Elliott Wave Zig Zag pattern. It made clear 3 waves down from the February 23rd peak and completed correction right at the Equal Legs zone ( Blue Box -Buying Area) . In further text we’re going to explain the&nbsp; Elliott Wave pattern&nbsp; and trading setup. YM_F Elliott Wave 1&nbsp; Hour&nbsp; Chart 03.05.2024 Dow Jones Futures is showing lower low structure from the peak. Correction has a b c labeling, when we can still be in c red leg. The price","listText":"Dow Futures ( YM_F ) : Buying The Dips At The Blue Box Area March 11, 2024 By EWF Vlada Hello fellow traders. In this technical article we’re going to take a look at the Elliott Wave charts charts of Dow Jones Futures published in members area of the website.&nbsp; As our members know YM_F has recently&nbsp; made pull back that has unfolded as Elliott Wave Zig Zag pattern. It made clear 3 waves down from the February 23rd peak and completed correction right at the Equal Legs zone ( Blue Box -Buying Area) . In further text we’re going to explain the&nbsp; Elliott Wave pattern&nbsp; and trading setup. YM_F Elliott Wave 1&nbsp; Hour&nbsp; Chart 03.05.2024 Dow Jones Futures is showing lower low structure from the peak. Correction has a b c labeling, when we can still be in c red leg. The price","text":"Dow Futures ( YM_F ) : Buying The Dips At The Blue Box Area March 11, 2024 By EWF Vlada Hello fellow traders. In this technical article we’re going to take a look at the Elliott Wave charts charts of Dow Jones Futures published in members area of the website. As our members know YM_F has recently made pull back that has unfolded as Elliott Wave Zig Zag pattern. It made clear 3 waves down from the February 23rd peak and completed correction right at the Equal Legs zone ( Blue Box -Buying Area) . In further text we’re going to explain the Elliott Wave pattern and trading setup. YM_F Elliott Wave 1 Hour Chart 03.05.2024 Dow Jones Futures is showing lower low structure from the peak. Correction has a b c labeling, when we can still be in c red leg. The price","images":[{"img":"https://community-static.tradeup.com/news/4b4896d5c7c152ed52e30080108cd9ed","width":"1881","height":"941"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/283211148316920","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":13,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":283533553983624,"gmtCreate":1710230365485,"gmtModify":1710230367385,"author":{"id":"3569971237956537","authorId":"3569971237956537","name":"5D1T2","avatar":"https://static.tigerbbs.com/4337cbcb700e1df3423e15a36e4d89b2","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/283533553983624","repostId":"282824101400888","repostType":1,"repost":{"id":282824101400888,"gmtCreate":1710077465978,"gmtModify":1710172319162,"author":{"id":"4099364351782360","authorId":"4099364351782360","name":"CYberviRus","avatar":"https://community-static.tradeup.com/news/01a9dd052e60cc14e090e6a5b7323791","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/RBLX\">$Roblox Corporation(RBLX)$&nbsp;</a><v-v data-views=\"1\"></v-v> the popular online gaming platform, has experienced a four consecutive&nbsp;weeks down&nbsp;move, exceeding its one standard deviation price run after its recent financial announcement. One standard deviation (SD) is a statistical measure that indicates how much a stock's price typically deviates from its average price. A price movement exceeding one SD suggests a more significant deviation than usual, potentially signaling a trend change or overbought/oversold territory.","listText":"<a href=\"https://ttm.financial/S/RBLX\">$Roblox Corporation(RBLX)$&nbsp;</a><v-v data-views=\"1\"></v-v> the popular online gaming platform, has experienced a four consecutive&nbsp;weeks down&nbsp;move, exceeding its one standard deviation price run after its recent financial announcement. One standard deviation (SD) is a statistical measure that indicates how much a stock's price typically deviates from its average price. A price movement exceeding one SD suggests a more significant deviation than usual, potentially signaling a trend change or overbought/oversold territory.","text":"$Roblox Corporation(RBLX)$ the popular online gaming platform, has experienced a four consecutive weeks down move, exceeding its one standard deviation price run after its recent financial announcement. One standard deviation (SD) is a statistical measure that indicates how much a stock's price typically deviates from its average price. A price movement exceeding one SD suggests a more significant deviation than usual, potentially signaling a trend change or overbought/oversold territory.","images":[{"img":"https://community-static.tradeup.com/news/8ce49ebc8847306c9ef75a773628fd16","width":"1080","height":"2415"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/282824101400888","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":22,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":283533420519528,"gmtCreate":1710230319934,"gmtModify":1710230321891,"author":{"id":"3569971237956537","authorId":"3569971237956537","name":"5D1T2","avatar":"https://static.tigerbbs.com/4337cbcb700e1df3423e15a36e4d89b2","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/283533420519528","repostId":"282791234449568","repostType":1,"repost":{"id":282791234449568,"gmtCreate":1710066794231,"gmtModify":1710742949181,"author":{"id":"3574381076586256","authorId":"3574381076586256","name":"KYHBKO","avatar":"https://static.tigerbbs.com/c3bcbc7f9a10836dea92afc94bf39b5b","crmLevel":4,"crmLevelSwitch":0},"themes":[],"title":"News and my thoughts for the week (11Mar24) - China, Migrants, banks and Apple","htmlText":"News and my thoughts from the last week (11 Mar 2024) China has 21 nuclear reactors under construction which will have a capacity for generating 21.61 gigawatts of electricity. That is more than 2.5 times more nuclear reactors under construction than any other country. - CNBC When we do not qualify migrants, we run the risk of having criminals and extremists who enter with malicious intent.If America does not give priority to the citizens, there could be forced changes from the ground. We need to secure the border &amp; put the citizens first. Some of the world’s most prominent exchanges suffered technical issues in the past week, including Binance, Coinbase, Kraken and Bybit, just days after Bitcoin breached $60,000 for the first time in over two years on Feb. 28. - TradingView According","listText":"News and my thoughts from the last week (11 Mar 2024) China has 21 nuclear reactors under construction which will have a capacity for generating 21.61 gigawatts of electricity. That is more than 2.5 times more nuclear reactors under construction than any other country. - CNBC When we do not qualify migrants, we run the risk of having criminals and extremists who enter with malicious intent.If America does not give priority to the citizens, there could be forced changes from the ground. We need to secure the border &amp; put the citizens first. Some of the world’s most prominent exchanges suffered technical issues in the past week, including Binance, Coinbase, Kraken and Bybit, just days after Bitcoin breached $60,000 for the first time in over two years on Feb. 28. - TradingView According","text":"News and my thoughts from the last week (11 Mar 2024) China has 21 nuclear reactors under construction which will have a capacity for generating 21.61 gigawatts of electricity. That is more than 2.5 times more nuclear reactors under construction than any other country. - CNBC When we do not qualify migrants, we run the risk of having criminals and extremists who enter with malicious intent.If America does not give priority to the citizens, there could be forced changes from the ground. We need to secure the border & put the citizens first. Some of the world’s most prominent exchanges suffered technical issues in the past week, including Binance, Coinbase, Kraken and Bybit, just days after Bitcoin breached $60,000 for the first time in over two years on Feb. 28. - TradingView According","images":[{"img":"https://community-static.tradeup.com/news/c9291db51e3afcde13158d71612ac991","width":"898","height":"1199"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/282791234449568","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":24,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":283533299679368,"gmtCreate":1710230303399,"gmtModify":1710230305287,"author":{"id":"3569971237956537","authorId":"3569971237956537","name":"5D1T2","avatar":"https://static.tigerbbs.com/4337cbcb700e1df3423e15a36e4d89b2","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/283533299679368","repostId":"282805546090648","repostType":1,"repost":{"id":282805546090648,"gmtCreate":1710070253432,"gmtModify":1710070936759,"author":{"id":"3527667646990931","authorId":"3527667646990931","name":"ETF Tracker","avatar":"https://community-static.tradeup.com/news/087e050021c7db2ae39b1cb7515b694d","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"Nikkei Breaks 40,000: Currency-Hedged ETFs Lead the Way","htmlText":"Over the past few months, the Japanese stock market has been on a blazing trajectory, with the Nikkei 225 Index recently breaching the 40,000-point milestone for the first time. This surge has been propelled by a host of positive factors, including hopes of interest rate cuts in the United States, easing signs of inflation, and a growing interest in artificial intelligence (AI) within the tech industry.This milestone achievement underscores a significant uptrend driven by foreign investments amid yen depreciation and corporate governance reforms aimed at enhancing shareholder returns. Investors seeking to capitalize on this robust rebound should undoubtedly consider investing in Japanese ETFs.While most Japanese ETFs have been soaring this year, currency-hedged funds stand out in this aren","listText":"Over the past few months, the Japanese stock market has been on a blazing trajectory, with the Nikkei 225 Index recently breaching the 40,000-point milestone for the first time. This surge has been propelled by a host of positive factors, including hopes of interest rate cuts in the United States, easing signs of inflation, and a growing interest in artificial intelligence (AI) within the tech industry.This milestone achievement underscores a significant uptrend driven by foreign investments amid yen depreciation and corporate governance reforms aimed at enhancing shareholder returns. Investors seeking to capitalize on this robust rebound should undoubtedly consider investing in Japanese ETFs.While most Japanese ETFs have been soaring this year, currency-hedged funds stand out in this aren","text":"Over the past few months, the Japanese stock market has been on a blazing trajectory, with the Nikkei 225 Index recently breaching the 40,000-point milestone for the first time. This surge has been propelled by a host of positive factors, including hopes of interest rate cuts in the United States, easing signs of inflation, and a growing interest in artificial intelligence (AI) within the tech industry.This milestone achievement underscores a significant uptrend driven by foreign investments amid yen depreciation and corporate governance reforms aimed at enhancing shareholder returns. Investors seeking to capitalize on this robust rebound should undoubtedly consider investing in Japanese ETFs.While most Japanese ETFs have been soaring this year, currency-hedged funds stand out in this aren","images":[{"img":"https://community-static.tradeup.com/news/55fc4a629b0b69b0ef1685886981edf6","width":"1080","height":"1080"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/282805546090648","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":24,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":283533134495848,"gmtCreate":1710230250104,"gmtModify":1710230253724,"author":{"id":"3569971237956537","authorId":"3569971237956537","name":"5D1T2","avatar":"https://static.tigerbbs.com/4337cbcb700e1df3423e15a36e4d89b2","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/283533134495848","repostId":"282773695090992","repostType":1,"repost":{"id":282773695090992,"gmtCreate":1710065157820,"gmtModify":1710234601986,"author":{"id":"3574381076586256","authorId":"3574381076586256","name":"KYHBKO","avatar":"https://static.tigerbbs.com/c3bcbc7f9a10836dea92afc94bf39b5b","crmLevel":4,"crmLevelSwitch":0},"themes":[],"title":"Preview of the week starting 11 Mar 2024 - Zim to sink or swim?","htmlText":"Public Holidays No holidays for Singapore, China, the USA, or Hong Kong. Economic Calendar (11 Mar 2024) Notable Highlights CPI will be the most watched economic data for the coming week with an expected 3.1% YoY for CPI. This is one of the 2 main data points used as a reference for inflation. Auction of bonds and notes. There will be an auction in the coming week for 10-year Notes and 30-year bonds. These are sold to finance the deficits and it will be interesting to see the demand for such assets. Core Retail Sales &amp; Retail Sales will be announced. These represent the consumption for retail. PPI data will be released indicating the inflation hitting producers. Typically, these can be passed on to the consumers should the products be price inelastic. Thus, PPI can be treated as a p","listText":"Public Holidays No holidays for Singapore, China, the USA, or Hong Kong. Economic Calendar (11 Mar 2024) Notable Highlights CPI will be the most watched economic data for the coming week with an expected 3.1% YoY for CPI. This is one of the 2 main data points used as a reference for inflation. Auction of bonds and notes. There will be an auction in the coming week for 10-year Notes and 30-year bonds. These are sold to finance the deficits and it will be interesting to see the demand for such assets. Core Retail Sales &amp; Retail Sales will be announced. These represent the consumption for retail. PPI data will be released indicating the inflation hitting producers. Typically, these can be passed on to the consumers should the products be price inelastic. Thus, PPI can be treated as a p","text":"Public Holidays No holidays for Singapore, China, the USA, or Hong Kong. Economic Calendar (11 Mar 2024) Notable Highlights CPI will be the most watched economic data for the coming week with an expected 3.1% YoY for CPI. This is one of the 2 main data points used as a reference for inflation. Auction of bonds and notes. There will be an auction in the coming week for 10-year Notes and 30-year bonds. These are sold to finance the deficits and it will be interesting to see the demand for such assets. Core Retail Sales & Retail Sales will be announced. These represent the consumption for retail. PPI data will be released indicating the inflation hitting producers. Typically, these can be passed on to the consumers should the products be price inelastic. Thus, PPI can be treated as a p","images":[{"img":"https://community-static.tradeup.com/news/0c0001dcadf165047da906f75bbe0dd8","width":"886","height":"484"},{"img":"https://community-static.tradeup.com/news/a0a19bd14c145b42b08614496fbd683c","width":"1456","height":"819"},{"img":"https://community-static.tradeup.com/news/cb53d520f1236ce087e55b19735fcbc7","width":"1456","height":"832"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/282773695090992","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":18,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":18,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9954402663,"gmtCreate":1676518890153,"gmtModify":1676518894526,"author":{"id":"3569971237956537","authorId":"3569971237956537","name":"5D1T2","avatar":"https://static.tigerbbs.com/4337cbcb700e1df3423e15a36e4d89b2","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9954402663","repostId":"2311466571","repostType":4,"repost":{"id":"2311466571","pubTimestamp":1676532759,"share":"https://www.laohu8.com/m/news/2311466571?lang=&edition=full","pubTime":"2023-02-16 15:32","market":"us","language":"en","title":"Berkshire Hathaway And Apple: Even More Overpowered As Buffett Buys More","url":"https://stock-news.laohu8.com/highlight/detail?id=2311466571","media":"Seekingalpha","summary":"SummaryBerkshire Hathaway’s latest 13F disclosure reveals that Warren Buffett kept adding Apple shar","content":"<html><head></head><body><h2>Summary</h2><ul><li>Berkshire Hathaway’s latest 13F disclosure reveals that Warren Buffett kept adding Apple shares to its already enormous position.</li><li>In the meantime, both Apple and Berkshire have announced plans to continue share buybacks.</li><li>These transactions make the Apple-Berkshire combination overpowered.</li><li>Returning capital via these transactions is far better for shareholders of both companies (than say dividends). It is a textbook example of 1+1&gt;2.</li><li>The 4% buyback tax Biden proposed won’t change the equation too much.</li></ul><h2>Thesis: The Apple-Berkshire Combo</h2><p>I hold sizable positions in both Berkshire Hathaway Inc. (NYSE:BRK.A, NYSE:BRK.B) and <a href=\"https://laohu8.com/S/AAPL\">Apple Inc.</a>. And a frequent question I receive from our marketplace service members is why. More specifically, members asked if I am worried about overexposure, since BRK.B already holds an enormous AAPL position. In this article, I will compile the Q&amp;A exchanges I had with our members in a more coherent way and explain why I am not worried at all.</p><p>This article is also triggered by Berkshire Hathaway&#39;s latest 13F disclosure, which revealed that Warren Buffett just added more Apple shares to its existing substantial position (see the chart below). As seen, Buffett added about 0.04% to BRK&#39;s existing position in the past quarter. All told, BRK now holds more than 895M AAPL shares, translating into about 5.6% of all AAPL&#39;s outstanding shares. In the meantime, both companies have been aggressively repurchasing their own shares - making the BRK&#39;s effective holding of AAPL even more concentrated than on the surface.</p><p>In the remainder of this article, I will explain why BRK stock and/or AAPL stock shareholders like myself, instead of worrying about the overexposure risk, should only welcome such transactions to continue. I will explain why returning capital via these transactions is far better for shareholders of both companies (than, say, dividends).</p><p><img src=\"https://static.tigerbbs.com/cdc0d55f394d18e63110b389934c8db5\" tg-width=\"640\" tg-height=\"272\" referrerpolicy=\"no-referrer\"/></p><p>dataroma.com</p><h2>BRK and AAPL: Compounding on Steroid</h2><p>I have written a series of earlier articles arguing why both BRK and AAPL are perpetual compounders. Here, I will further the argument and explain why their compounding power is even more potent given: A) BRK&#39;s continued addition of AAPL shares as just mentioned above; and B) the aggressive repurchases at both places. I will revisit A in more detail in a late section. And in this section, I will examine B in more depth first.</p><p>Berkshire Hathaway had repurchased a significant amount of its own stock in recent years since it first announced a share repurchase program in 2011. As seen in the top panel of the chart below, in 2019, it repurchased about $2.2 billion of its own stock during the third quarter of that year, which set a record for the company at that time. After that, Berkshire Hathaway continued to repurchase its own stock aggressively. The buybacks totaled more than $24 billion for 2020. All told, its share counts (in terms of equivalent B shares) shrank from about 2.46B in 2018 to the current 2.20B shares, a more than 10% reduction in about ~ 3 years.</p><p><img src=\"https://static.tigerbbs.com/295859ab99c2b4563e98191a71a21dfd\" tg-width=\"640\" tg-height=\"445\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha Data</p><p>AAPL&#39;s repurchase history is even longer and more aggressive, as you can see from the bottom panel of the plot above. AAPL has been buying back its shares at a steady and gigantic pace in the past decade. It has been spending on average about $20B on a QUARTERLY basis nonstop buying back its shares since 2013. As a result, the number of its outstanding shares dropped from ~27 billion shares in 2013 to only 15.96B shares now, a reduction of ~41%. As its CFO Luca Maestri expressed in a recent earning report (&#34;ER&#34;) session, the company has no plan to deaccelerate this pace. As seen in the quote from this ER below, (Note: The quote has been slightly edited for clarity and emphasis by me), buybacks will be the main mechanism for AAPL to get to cash-neutral. And with $110+ billion of free cash flow per year, that means A LOT of buybacks going forward.</p><blockquote><i>In terms of cash deployment, obviously, we like to look at the capital return program over the long arc of time. And we have done, since the beginning of the program, </i><i><b>we&#39;ve done over $550 billion of buyback at an average repurchase price of $47</b></i><i>. So, the program has been incredibly successful.</i></blockquote><blockquote><i>We are still in a position where we have net cash. And we said all along, we want to get to cash-neutral at some point. </i><i><b>Our cash generation has been very, very strong over the years, particularly last year…</b></i><i> I mentioned in the prepared remarks, </i><i><b>we did $111 billion of free cash flow. That&#39;s up 20% year-over-year.</b></i><i> And so, we will put that capital to use for investors.</i></blockquote><h2>The Overpowered Double Buyback</h2><p>After examining their buybacks separately above, now let me show why the double buybacks, especially when combined with BRK&#39;s continued addition of AAPL shares, would be even more overpowering. In his 2021 shareholder letter, Buffett already discussed the overpowering nature of these transactions. The quote below is again slightly edited for clarity and emphasis by me.</p><blockquote><i>Apple - our runner-up Giant as measured by its yearend market value - is a different sort of holding. Here,</i></blockquote><blockquote><i>our ownership is a mere 5.55%, up from 5.39% a year earlier. That increase sounds like small potatoes. But consider that each</i> <i>0.1%</i> <i>of Apple&#39;s 2021 earnings amounted to</i> <i>$100 million. </i><i><b>We spent</b></i> <b><i>no</i></b> <b><i>Berkshire funds to gain our accretion. Apple&#39;s repurchases did the job</i></b><i>. It&#39;s important to understand that only</i> <i>dividends</i> <i>from Apple are counted in the GAAP earnings Berkshire reports - and last year, Apple paid us $785 million of those. Yet our &#34;share&#34; of Apple&#39;s earnings amounted to a staggering $5.6</i> <i>billion. </i><i><b>Much of what the company retained was used to repurchase Apple shares, an act we applaud.</b></i></blockquote><p>Next, I will elaborate along this line of thought, and project the outcomes in a couple of years if these transactions continue. My projections are summarized in the next table below. These estimates were based on a few simple assumptions. Justifications for these assumptions are scattered in my earlier articles. So here I think it is a good idea to briefly summarize them in one place.</p><p></p><p><img src=\"https://static.tigerbbs.com/305563157dabff1cced227df92455dd9\" tg-width=\"640\" tg-height=\"162\" referrerpolicy=\"no-referrer\"/></p><p>Author Based on Seeking Alpha Data</p><p>Regarding AAPL, the key assumptions are:</p><ol><li>It will continue using a constant percentage of its operating cash flow for share repurchases (and the percentage was assumed to be 78%, which is the average in recent years).</li><li>The company&#39;s profits are projected to grow at a 7.4% CAGR according to consensus estimates (see the second chart below). Although as repeatedly argued in my earlier articles, I think a 7.4% growth rate is a bit conservative given AAPL&#39;s ROCE of 100%+, plenty of cash for reinvestment rate, and its pricing power to easily beat the inflation factor.</li><li>I also assumed the average repurchase price to be 20x its operating cash flow.</li></ol><p></p><p><img src=\"https://static.tigerbbs.com/1da53996c993365274733af43df46fbe\" tg-width=\"640\" tg-height=\"260\" referrerpolicy=\"no-referrer\"/></p><p>Author Based on Seeking Alpha Data</p><p>As for BRK, the key assumptions are parallel to those invoked for AAPL above. And the differences are in the specific numbers. First, the percentage of operating income spent on repurchases is taken to be 68%, which is the average between 2019 and 2022. Second, the repurchase price is assumed to be its book value (&#34;BV&#34;) plus 8x of its operating cash flow. See my earlier analysis for details of this valuation model.</p><p>Based on these assumptions, AAPL&#39;s outstanding shares are projected to decrease by another 18.0% over the next 5 years. At the same time, BRK&#39;s share count is projected to shrink by another 11.6%. As a result, BRK ownership of AAPL would increase from the current 5.6% to 6.8%, a 1.2% increase. Buffett did a good job above to contextualize such an increase: each 0.1% of AAPL earnings amounts to over $100 million. So, a 1.2% increase translates into an additional $1.2B of ownership of AAPL&#39;s earnings!</p><p>When growth is considered, BRK&#39;s ownership of AAPL&#39;s earnings would reach a staggering $11.3 billion in five years, as highlighted in the 6th row highlighted in red and bold. This represents an almost 80% (79.1% to be more exact) increase in BRK&#39;s claim to AAPL&#39;s total earnings compared to its current share of $6.3 billion - all thanks to the overpowering combo of their repurchases and BRK&#39;s addition of AAPL shares. Notably, the 79.1% increase is much more than the simple sum of their individual repurchases (18.0% for AAPL and 11.6% for BRK). That is why in my view, this is a textbook example of 1+1&gt;2.</p><h2>The 4% Buyback Taxes and Final Thoughts</h2><p>Risks specific to either company have been discussed by many other SA authors, and I won&#39;t further add on here. Here, I will concentrate on the risks specific to the type A and B transactions (i.e., BRK&#39;s ownership of AAPL shares and their buybacks) analyzed in this article.</p><p>A main risk involves the possibility of a higher buyback tax. President Biden recently proposed quadrupling the 1% tax on stock buybacks (with the intention of encouraging companies to invest more in growth instead of boosting the returns for shareholders). Such a proposal, if indeed signed into law, could impact the potency of the double buybacks. And the following results are my estimate of the potential impact.</p><p>As seen, under the same assumptions made before, a 4% tax is projected to cause AAPL to pay a total of $21.03B in taxes in the next 5 years on its repurchases and BRK is projected to pay a total of $3.58B. And their amount spent on repurchases would shrink by these corresponding amounts. These are certainly substantial amounts. However, the overall impact would be minor for both companies. To wit, with a 4% buyback tax, AAPL&#39;s share shrinkage is projected to be 17.4% in 5 years, slightly lower than the 18.0% projected without the tax hike. And BRK&#39;s share shrinkage is projected to be 11.1%, again also lower than the 11.6% projected without the tax hike.</p><p><img src=\"https://static.tigerbbs.com/0027eb24568a4c58bdbee0f748220732\" tg-width=\"640\" tg-height=\"134\" referrerpolicy=\"no-referrer\"/></p><p>Author Based on Seeking Alpha Data</p><p>To conclude, as quintessential perpetual compounders, BRK and AAPL are both good companies to hold for the long term in their own right. When considered together, they just become even more overpowering. Consider a final detail from my above projections, BRK&#39;s claim to AAPL&#39;s earnings would exceed $11.3 billion in 5 years if current buybacks continue. And BRK&#39;s operating cash flow has been &#34;only&#34; about $20 billion in recent years. When that time comes, AAPL won&#39;t be BRK&#39;s runner-up 4th giant. It would be BRK&#39;s largest cash cow.</p><p>That is why, as a BRK and AAPL shareholder, I don&#39;t worry about overexposure. Instead, I wish their current transactions to continue and become an even more concentrated owner of both companies&#39; shares.</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>Berkshire Hathaway And Apple: Even More Overpowered As Buffett Buys More</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\">\nBerkshire Hathaway And Apple: Even More Overpowered As Buffett Buys More\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-16 15:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4578615-berkshire-hathaway-and-apple-even-more-overpowered-as-buffett-buys-more><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryBerkshire Hathaway’s latest 13F disclosure reveals that Warren Buffett kept adding Apple shares to its already enormous position.In the meantime, both Apple and Berkshire have announced plans ...</p>\n\n<a href=\"https://seekingalpha.com/article/4578615-berkshire-hathaway-and-apple-even-more-overpowered-as-buffett-buys-more\">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","BRK.A":"伯克希尔"},"source_url":"https://seekingalpha.com/article/4578615-berkshire-hathaway-and-apple-even-more-overpowered-as-buffett-buys-more","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2311466571","content_text":"SummaryBerkshire Hathaway’s latest 13F disclosure reveals that Warren Buffett kept adding Apple shares to its already enormous position.In the meantime, both Apple and Berkshire have announced plans to continue share buybacks.These transactions make the Apple-Berkshire combination overpowered.Returning capital via these transactions is far better for shareholders of both companies (than say dividends). It is a textbook example of 1+1>2.The 4% buyback tax Biden proposed won’t change the equation too much.Thesis: The Apple-Berkshire ComboI hold sizable positions in both Berkshire Hathaway Inc. (NYSE:BRK.A, NYSE:BRK.B) and Apple Inc.. And a frequent question I receive from our marketplace service members is why. More specifically, members asked if I am worried about overexposure, since BRK.B already holds an enormous AAPL position. In this article, I will compile the Q&A exchanges I had with our members in a more coherent way and explain why I am not worried at all.This article is also triggered by Berkshire Hathaway's latest 13F disclosure, which revealed that Warren Buffett just added more Apple shares to its existing substantial position (see the chart below). As seen, Buffett added about 0.04% to BRK's existing position in the past quarter. All told, BRK now holds more than 895M AAPL shares, translating into about 5.6% of all AAPL's outstanding shares. In the meantime, both companies have been aggressively repurchasing their own shares - making the BRK's effective holding of AAPL even more concentrated than on the surface.In the remainder of this article, I will explain why BRK stock and/or AAPL stock shareholders like myself, instead of worrying about the overexposure risk, should only welcome such transactions to continue. I will explain why returning capital via these transactions is far better for shareholders of both companies (than, say, dividends).dataroma.comBRK and AAPL: Compounding on SteroidI have written a series of earlier articles arguing why both BRK and AAPL are perpetual compounders. Here, I will further the argument and explain why their compounding power is even more potent given: A) BRK's continued addition of AAPL shares as just mentioned above; and B) the aggressive repurchases at both places. I will revisit A in more detail in a late section. And in this section, I will examine B in more depth first.Berkshire Hathaway had repurchased a significant amount of its own stock in recent years since it first announced a share repurchase program in 2011. As seen in the top panel of the chart below, in 2019, it repurchased about $2.2 billion of its own stock during the third quarter of that year, which set a record for the company at that time. After that, Berkshire Hathaway continued to repurchase its own stock aggressively. The buybacks totaled more than $24 billion for 2020. All told, its share counts (in terms of equivalent B shares) shrank from about 2.46B in 2018 to the current 2.20B shares, a more than 10% reduction in about ~ 3 years.Seeking Alpha DataAAPL's repurchase history is even longer and more aggressive, as you can see from the bottom panel of the plot above. AAPL has been buying back its shares at a steady and gigantic pace in the past decade. It has been spending on average about $20B on a QUARTERLY basis nonstop buying back its shares since 2013. As a result, the number of its outstanding shares dropped from ~27 billion shares in 2013 to only 15.96B shares now, a reduction of ~41%. As its CFO Luca Maestri expressed in a recent earning report (\"ER\") session, the company has no plan to deaccelerate this pace. As seen in the quote from this ER below, (Note: The quote has been slightly edited for clarity and emphasis by me), buybacks will be the main mechanism for AAPL to get to cash-neutral. And with $110+ billion of free cash flow per year, that means A LOT of buybacks going forward.In terms of cash deployment, obviously, we like to look at the capital return program over the long arc of time. And we have done, since the beginning of the program, we've done over $550 billion of buyback at an average repurchase price of $47. So, the program has been incredibly successful.We are still in a position where we have net cash. And we said all along, we want to get to cash-neutral at some point. Our cash generation has been very, very strong over the years, particularly last year… I mentioned in the prepared remarks, we did $111 billion of free cash flow. That's up 20% year-over-year. And so, we will put that capital to use for investors.The Overpowered Double BuybackAfter examining their buybacks separately above, now let me show why the double buybacks, especially when combined with BRK's continued addition of AAPL shares, would be even more overpowering. In his 2021 shareholder letter, Buffett already discussed the overpowering nature of these transactions. The quote below is again slightly edited for clarity and emphasis by me.Apple - our runner-up Giant as measured by its yearend market value - is a different sort of holding. Here,our ownership is a mere 5.55%, up from 5.39% a year earlier. That increase sounds like small potatoes. But consider that each 0.1% of Apple's 2021 earnings amounted to $100 million. We spent no Berkshire funds to gain our accretion. Apple's repurchases did the job. It's important to understand that only dividends from Apple are counted in the GAAP earnings Berkshire reports - and last year, Apple paid us $785 million of those. Yet our \"share\" of Apple's earnings amounted to a staggering $5.6 billion. Much of what the company retained was used to repurchase Apple shares, an act we applaud.Next, I will elaborate along this line of thought, and project the outcomes in a couple of years if these transactions continue. My projections are summarized in the next table below. These estimates were based on a few simple assumptions. Justifications for these assumptions are scattered in my earlier articles. So here I think it is a good idea to briefly summarize them in one place.Author Based on Seeking Alpha DataRegarding AAPL, the key assumptions are:It will continue using a constant percentage of its operating cash flow for share repurchases (and the percentage was assumed to be 78%, which is the average in recent years).The company's profits are projected to grow at a 7.4% CAGR according to consensus estimates (see the second chart below). Although as repeatedly argued in my earlier articles, I think a 7.4% growth rate is a bit conservative given AAPL's ROCE of 100%+, plenty of cash for reinvestment rate, and its pricing power to easily beat the inflation factor.I also assumed the average repurchase price to be 20x its operating cash flow.Author Based on Seeking Alpha DataAs for BRK, the key assumptions are parallel to those invoked for AAPL above. And the differences are in the specific numbers. First, the percentage of operating income spent on repurchases is taken to be 68%, which is the average between 2019 and 2022. Second, the repurchase price is assumed to be its book value (\"BV\") plus 8x of its operating cash flow. See my earlier analysis for details of this valuation model.Based on these assumptions, AAPL's outstanding shares are projected to decrease by another 18.0% over the next 5 years. At the same time, BRK's share count is projected to shrink by another 11.6%. As a result, BRK ownership of AAPL would increase from the current 5.6% to 6.8%, a 1.2% increase. Buffett did a good job above to contextualize such an increase: each 0.1% of AAPL earnings amounts to over $100 million. So, a 1.2% increase translates into an additional $1.2B of ownership of AAPL's earnings!When growth is considered, BRK's ownership of AAPL's earnings would reach a staggering $11.3 billion in five years, as highlighted in the 6th row highlighted in red and bold. This represents an almost 80% (79.1% to be more exact) increase in BRK's claim to AAPL's total earnings compared to its current share of $6.3 billion - all thanks to the overpowering combo of their repurchases and BRK's addition of AAPL shares. Notably, the 79.1% increase is much more than the simple sum of their individual repurchases (18.0% for AAPL and 11.6% for BRK). That is why in my view, this is a textbook example of 1+1>2.The 4% Buyback Taxes and Final ThoughtsRisks specific to either company have been discussed by many other SA authors, and I won't further add on here. Here, I will concentrate on the risks specific to the type A and B transactions (i.e., BRK's ownership of AAPL shares and their buybacks) analyzed in this article.A main risk involves the possibility of a higher buyback tax. President Biden recently proposed quadrupling the 1% tax on stock buybacks (with the intention of encouraging companies to invest more in growth instead of boosting the returns for shareholders). Such a proposal, if indeed signed into law, could impact the potency of the double buybacks. And the following results are my estimate of the potential impact.As seen, under the same assumptions made before, a 4% tax is projected to cause AAPL to pay a total of $21.03B in taxes in the next 5 years on its repurchases and BRK is projected to pay a total of $3.58B. And their amount spent on repurchases would shrink by these corresponding amounts. These are certainly substantial amounts. However, the overall impact would be minor for both companies. To wit, with a 4% buyback tax, AAPL's share shrinkage is projected to be 17.4% in 5 years, slightly lower than the 18.0% projected without the tax hike. And BRK's share shrinkage is projected to be 11.1%, again also lower than the 11.6% projected without the tax hike.Author Based on Seeking Alpha DataTo conclude, as quintessential perpetual compounders, BRK and AAPL are both good companies to hold for the long term in their own right. When considered together, they just become even more overpowering. Consider a final detail from my above projections, BRK's claim to AAPL's earnings would exceed $11.3 billion in 5 years if current buybacks continue. And BRK's operating cash flow has been \"only\" about $20 billion in recent years. When that time comes, AAPL won't be BRK's runner-up 4th giant. It would be BRK's largest cash cow.That is why, as a BRK and AAPL shareholder, I don't worry about overexposure. Instead, I wish their current transactions to continue and become an even more concentrated owner of both companies' shares.","news_type":1},"isVote":1,"tweetType":1,"viewCount":103,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9954844876,"gmtCreate":1676273940095,"gmtModify":1676273943633,"author":{"id":"3569971237956537","authorId":"3569971237956537","name":"5D1T2","avatar":"https://static.tigerbbs.com/4337cbcb700e1df3423e15a36e4d89b2","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9954844876","repostId":"2310964924","repostType":2,"repost":{"id":"2310964924","pubTimestamp":1676266126,"share":"https://www.laohu8.com/m/news/2310964924?lang=&edition=full","pubTime":"2023-02-13 13:28","market":"us","language":"en","title":"Amazon Just Ceded This Massive Market to Walmart","url":"https://stock-news.laohu8.com/highlight/detail?id=2310964924","media":"Motley Fool","summary":"Amazon is raising its free grocery delivery order minimum and closing stores.","content":"<html><head></head><body><p>There&#39;s no question that <a href=\"https://laohu8.com/S/AMZN\">Amazon</a> has changed the game in retail.</p><p>With a commitment to wide selection, fast delivery, and free returns, the company has made online shopping automatic for many Americans and still dominates e-commerce with close to 50% market share.</p><p>It&#39;s now the second-biggest company in the world by revenue just behind <a href=\"https://laohu8.com/S/WMT\">Walmart</a>, but the e-commerce giant has long struggled to penetrate one of the largest categories in the retail industry: groceries.</p><p>Despite a wide range of attempts over the years to become a major player in the $800 billion U.S. grocery industry, Amazon&#39;s market share still pales in comparison to the top dogs, and one recent move shows it seems to be waving the white flag in the sector.</p><h2>A Fresh retreat</h2><p>Amazon launched its Fresh delivery service in 2007, but the company has long struggled to gain traction with it and turn a profit.</p><p>Now, Amazon is raising the free delivery order minimum for Fresh orders from $35 to $150, significantly limiting the number of orders that qualify for free Fresh delivery.</p><p>The move is one of many steps Amazon is taking to rein in costs and drive profitability, which includes laying off 18,000 corporate employees. It may make sense for the company&#39;s bottom line, but Amazon is significantly scaling back its ambitions in the massive grocery market by doing so.</p><p>And Amazon&#39;s top competitor didn&#39;t hesitate to point it out.</p><blockquote>That Fresh $150 free delivery minimum is looking pretty stale right about now. 😵‍💫 pic.twitter.com/q8EVmYa6w2</blockquote><p>The Walmart+ membership program still offers free delivery with a $35 minimum as well as free pickup of online orders at thousands of stores. Over the last decade, Walmart has invested billions of dollars in building out online pickup stations, and the move has paid off, driving e-commerce growth and in-store traffic.</p><h2>A competitive disadvantage</h2><p>While Amazon has mastered general e-commerce delivery, groceries are a different beast. They require refrigerated trucks, fast delivery, and for customers generally to be home to receive the order.</p><p>Competing against brick-and-mortar stores like Walmart, <b>Costco</b>, and <b>Target </b>that already have that infrastructure in their stores as well as the ability to offer in-store pickup puts Amazon at a competitive disadvantage.</p><p>It&#39;s more cost-effective to sell groceries in-store than with delivery, and delivering groceries is significantly more expensive than ordinary e-commerce due to the speed required and the need for refrigerated vehicles. Additionally, when it makes deliveries, Amazon pays for the labor that customers take on themselves when they shop in-store.</p><p>CEO Andy Jassy acknowledged as much on the recent earnings call, saying of its grocery business: &#34;It doesn&#39;t have a big market segment share in perishables. And if you really want to have significant market segment share in perishables, you typically need physical stores.&#34;</p><p>By raising the free order minimum to $150, Amazon is admitting that it can&#39;t make money on smaller orders without a delivery fee and it&#39;s no longer interested in subsidizing them in order to grow the overall business.</p><h2>Another step back for Amazon</h2><p>In addition to raising the order minimum for Fresh deliveries, Amazon is also closing some of its Amazon Fresh supermarkets and Amazon Go convenience stores. The company didn&#39;t say how many stores it was closing on the call but said it was taking a $720 million impairment charge for the closures, implying a significant number.</p><p>Jassy said he continues to see a significant opportunity in grocery, and it&#39;s clear why Amazon would want a piece of it due to its size and the shopping frequency it commands.</p><p>However, Amazon has already had several false starts in grocery. Fresh has been around for 16 years. The company acquired Whole Foods in 2017, which did not lead to the broader disruption that analysts expected, and the Fresh stores now look like a failure as the company is pulling back after opening just 44 of them.</p><p>If Amazon was going to break into the grocery market, it probably would have happened already, and the company&#39;s newfound focus on the bottom line makes it even less likely now. If it couldn&#39;t succeed with a free order minimum of $35, then why would it do so with a $150 order minimum?</p><p>It&#39;s a win for Walmart and the other brick-and-mortar grocers, and a reminder that Amazon is running out of ways to grow, despite comments otherwise. Focusing on the bottom line makes sense, but after a dismal fourth-quarter earnings report and setbacks like Fresh, investors need to reset their expectations for Amazon. This is no longer the breathless disruptor it was long seen as and its high-growth days are likely behind it.</p><p>There&#39;s still upside in the stock if it can grow the bottom line, but the process playing out in areas like Fresh shows that&#39;s going to be harder to do than the market thinks.</p></body></html>","source":"fool_stock","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>Amazon Just Ceded This Massive Market to Walmart</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\">\nAmazon Just Ceded This Massive Market to Walmart\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-13 13:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/02/12/amazon-just-ceded-this-massive-market-to-walmart/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>There's no question that Amazon has changed the game in retail.With a commitment to wide selection, fast delivery, and free returns, the company has made online shopping automatic for many Americans ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/02/12/amazon-just-ceded-this-massive-market-to-walmart/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"WMT":"沃尔玛","AMZN":"亚马逊"},"source_url":"https://www.fool.com/investing/2023/02/12/amazon-just-ceded-this-massive-market-to-walmart/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2310964924","content_text":"There's no question that Amazon has changed the game in retail.With a commitment to wide selection, fast delivery, and free returns, the company has made online shopping automatic for many Americans and still dominates e-commerce with close to 50% market share.It's now the second-biggest company in the world by revenue just behind Walmart, but the e-commerce giant has long struggled to penetrate one of the largest categories in the retail industry: groceries.Despite a wide range of attempts over the years to become a major player in the $800 billion U.S. grocery industry, Amazon's market share still pales in comparison to the top dogs, and one recent move shows it seems to be waving the white flag in the sector.A Fresh retreatAmazon launched its Fresh delivery service in 2007, but the company has long struggled to gain traction with it and turn a profit.Now, Amazon is raising the free delivery order minimum for Fresh orders from $35 to $150, significantly limiting the number of orders that qualify for free Fresh delivery.The move is one of many steps Amazon is taking to rein in costs and drive profitability, which includes laying off 18,000 corporate employees. It may make sense for the company's bottom line, but Amazon is significantly scaling back its ambitions in the massive grocery market by doing so.And Amazon's top competitor didn't hesitate to point it out.That Fresh $150 free delivery minimum is looking pretty stale right about now. 😵‍💫 pic.twitter.com/q8EVmYa6w2The Walmart+ membership program still offers free delivery with a $35 minimum as well as free pickup of online orders at thousands of stores. Over the last decade, Walmart has invested billions of dollars in building out online pickup stations, and the move has paid off, driving e-commerce growth and in-store traffic.A competitive disadvantageWhile Amazon has mastered general e-commerce delivery, groceries are a different beast. They require refrigerated trucks, fast delivery, and for customers generally to be home to receive the order.Competing against brick-and-mortar stores like Walmart, Costco, and Target that already have that infrastructure in their stores as well as the ability to offer in-store pickup puts Amazon at a competitive disadvantage.It's more cost-effective to sell groceries in-store than with delivery, and delivering groceries is significantly more expensive than ordinary e-commerce due to the speed required and the need for refrigerated vehicles. Additionally, when it makes deliveries, Amazon pays for the labor that customers take on themselves when they shop in-store.CEO Andy Jassy acknowledged as much on the recent earnings call, saying of its grocery business: \"It doesn't have a big market segment share in perishables. And if you really want to have significant market segment share in perishables, you typically need physical stores.\"By raising the free order minimum to $150, Amazon is admitting that it can't make money on smaller orders without a delivery fee and it's no longer interested in subsidizing them in order to grow the overall business.Another step back for AmazonIn addition to raising the order minimum for Fresh deliveries, Amazon is also closing some of its Amazon Fresh supermarkets and Amazon Go convenience stores. The company didn't say how many stores it was closing on the call but said it was taking a $720 million impairment charge for the closures, implying a significant number.Jassy said he continues to see a significant opportunity in grocery, and it's clear why Amazon would want a piece of it due to its size and the shopping frequency it commands.However, Amazon has already had several false starts in grocery. Fresh has been around for 16 years. The company acquired Whole Foods in 2017, which did not lead to the broader disruption that analysts expected, and the Fresh stores now look like a failure as the company is pulling back after opening just 44 of them.If Amazon was going to break into the grocery market, it probably would have happened already, and the company's newfound focus on the bottom line makes it even less likely now. If it couldn't succeed with a free order minimum of $35, then why would it do so with a $150 order minimum?It's a win for Walmart and the other brick-and-mortar grocers, and a reminder that Amazon is running out of ways to grow, despite comments otherwise. Focusing on the bottom line makes sense, but after a dismal fourth-quarter earnings report and setbacks like Fresh, investors need to reset their expectations for Amazon. This is no longer the breathless disruptor it was long seen as and its high-growth days are likely behind it.There's still upside in the stock if it can grow the bottom line, but the process playing out in areas like Fresh shows that's going to be harder to do than the market thinks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":273,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9950402062,"gmtCreate":1672798554256,"gmtModify":1676538738971,"author":{"id":"3569971237956537","authorId":"3569971237956537","name":"5D1T2","avatar":"https://static.tigerbbs.com/4337cbcb700e1df3423e15a36e4d89b2","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9950402062","repostId":"1107282548","repostType":2,"repost":{"id":"1107282548","pubTimestamp":1672797752,"share":"https://www.laohu8.com/m/news/1107282548?lang=&edition=full","pubTime":"2023-01-04 10:02","market":"sg","language":"en","title":"5 Ways to Position Your Portfolio for 2023","url":"https://stock-news.laohu8.com/highlight/detail?id=1107282548","media":"The Smart Investor","summary":"As 2022 draws to a close, there is no shortage of commentary about what a turbulent year it has been","content":"<html><head></head><body><p><img src=\"https://static.tigerbbs.com/cd2195a0963e28be0ee1da4d645e9172\" tg-width=\"800\" tg-height=\"533\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>As 2022 draws to a close, there is no shortage of commentary about what a turbulent year it has been.</p><p>The mood turned bearish around March when the US Federal Reserve hiked interest rates for the first time in three years as inflation came in hotter than expected.</p><p>Initially, the stock market did not react strongly to this move.</p><p>However, with inflation hitting four-decade highs, the US central bank responded aggressively.</p><p>Within nine months, interest rates were raised to their highest level in 15 years as the Fed’s  aggressive rate hikes brought the benchmark rate to between 4.25% and 4.5%.</p><p>The steep rise left its mark.</p><p>As of the date of writing, the NASDAQ and S&amp;P 500 Indices had fallen by over 33% and 20%, respectively, pushing both into bear market territory.</p><p>Investors, at this point, may be wondering what’s in store for 2023.</p><p>The Federal Reserve has committed to raising interest rates further, possibly to above 5.1%, to continue to quell runaway inflation.</p><p>Elsewhere, experts are pencilling in the possibility of a recession in the US while analysts are projecting a fall in corporate earnings as we head into the New Year.</p><p>It’s going to be a tough year to navigate the markets, but here are five ways you can position your portfolio so that you can weather this storm.</p><h2><b>1. Businesses with pricing power</b></h2><p>Inflation is a headache for consumers and businesses alike.</p><p>But it’s easy to forget that businesses with strong brands can charge higher prices to offset this inflation without suffering a fall in demand.</p><p>Such businesses have what is known as “pricing power” as they hold the dominant mind-share of customers within their respective industries.</p><p>By loading up on shares of such stocks, they can help you offset the effects of inflation.</p><p>Take <b>VICOM</b>(SGX: WJP) for instance.</p><p>The vehicle inspection company has a market share of close to 75% and had just raised its car inspection prices on 1 November by 5% from S$64.20 to S$67.41.</p><p>With vehicle inspection being a mandatory requirement, vehicle owners will be unable to dodge this price increase.</p><p>VICOM should therefore not expect inspection volumes to fall.</p><p>For another example, coffee chain <b>Starbucks</b>(NASDAQ: SBUX), which operates around 35,000 outlets worldwide, saw its revenue for fiscal 2022 (ending 30 September) rise 11% year on year to a record US$32.3 billion.</p><p>On the company’s earnings call, it mentioned that prices have increased by 6% and yet it has not seen a corresponding fall in customer loyalty or transactions.</p><p>Cruise company <b>Norwegian Cruise Lines</b>(NYSE: NCLH) has also raised its prices to pass on higher costs to its customers, while the owner of SPAM, <b>Hormel Foods</b>(NYSE: HRL), is also targeting price increases as it grapples with inflation.</p><p>These US companies managed to raise their prices to counteract the effects of high inflation and with their strong market positions, investors can be confident that they can continue to do so.</p><h2><b>2. No or low debt</b></h2><p>Surging interest rates are a bane for homeowners as mortgage loans become more expensive.</p><p>For corporations with debt, higher rates also mean increased borrowing costs that eat into profits.</p><p>Investors, though, can eschew debt-heavy companies in favour of those with either low or no debt.</p><p>Businesses with little or zero debt are safe from rising interest rates and will not suffer the same level of financial stress as companies stuffed with loans.</p><p><b>VICOM</b> is in the spotlight once again for this attribute.</p><p>The company has a clean balance sheet with S$58.7 million of cash with zero debt as of 30 September.</p><p>Human resource company <b>HRNetGroup</b>(SGX: CHZ) is another cash-rich company with S$312.7 million of cash and no debt as of 30 June.</p><p>Meanwhile, <b>Micro-Mechanics (Holdings)</b>(SGX: 5DD), a designer and manufacturer of parts and tools used to assemble semiconductors, was sitting on S$25.3 million of cash and had no debt as of 30 September.</p><p>For something more familiar, your favourite curry puff seller, <b>Old Chang Kee</b>(SGX: 5ML), held S$30.1 million of cash with just S$4.7 million of borrowings for its latest half-year results.</p><h2><b>3. Recession-proofing your portfolio</b></h2><p>A recession could be on the cards for Singapore in 2023.</p><p>Rather than feeling worried, investors should treat recessions as a normal part of the economic cycle and not feel fearful.</p><p>Such events should be viewed as opportunities to scoop up shares of solid businesses that have been beaten down.</p><p>But if you’re worried as to whether a recession will adversely impact your investments, it’s a good idea to stick with tried and tested blue-chip names.</p><p>Yes, I am talking about stocks such as the three local banks <b>DBS Group</b>(SGX: D05), <b>United Overseas Bank</b>(SGX: U11) and <b>OCBC Ltd</b>(SGX: O39).</p><p>These banks have been through numerous boom and bust cycles over the decades and have weathered these crises just fine.</p><p><b>Singapore Exchange Limited</b>(SGX: S68) is another solid business as it has a natural monopoly, being the only bourse operator here.</p><p>These four stocks also pay out healthy dividends that can provide you with a stream of passive income as you wait for the storm clouds to clear up.</p><p>Meanwhile, you can also pepper your portfolio with recession-resistant companies.</p><p><b>Sheng Siong</b>(SGX: OV8) is a supermarket retailer with 66 stores that provide a comprehensive range of food products, household items and necessities.</p><p><b>Raffles Medical Group</b>(SGX: BSL) and <b>Q&amp;M Dental Group</b>(SGX: QC7) should also see steady demand during a downturn as both companies provide essential medical and dental services, respectively.</p><h2><b>4. Resilient US growth stocks</b></h2><p>US indices have suffered a sharp fall this year but there are still businesses there that continue to thrive.</p><p><b>Visa</b>(NYSE: V) reported a strong set of earnings for its fiscal 2022, with revenue rising 22% year on year to US$29.3 billion and net profit climbing 21% year on year to US$14.9 billion.</p><p>Despite the pandemic, yoga apparel maker <b>Lululemon</b>(NASDAQ: LULU) saw its revenue climb from US$3.98 billion to US$6.26 billion from 2020 to 2022 (the company has a January year-end).</p><p>In addition, net profit increased from US$645.6 million to US$975.3 million over the same period.</p><p>It pays to be selective and focus on businesses that generate healthy profits and continued free cash flow as these can enable them to better tide through tough times.</p><h2><b>5. Keeping cash handy</b></h2><p>Finally, you should always keep a reasonable stash of cash to act as an opportunity fund.</p><p>As the saying goes – you can’t predict, but you can prepare.</p><p>No one knows how markets will fare next year as there are too many moving parts at play.</p><p>Therefore, it’s useful to keep cash handy to take advantage of any sharp sell-downs so that you can pick up your favourite stocks.</p><p>Here’s wishing everyone a Happy New Year and may your investments turn out to be fruitful!</p></body></html>","source":"lsy1602567310727","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>5 Ways to Position Your Portfolio for 2023</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\">\n5 Ways to Position Your Portfolio for 2023\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-04 10:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://thesmartinvestor.com.sg/5-ways-to-position-your-portfolio-for-2023/><strong>The Smart Investor</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>As 2022 draws to a close, there is no shortage of commentary about what a turbulent year it has been.The mood turned bearish around March when the US Federal Reserve hiked interest rates for the first...</p>\n\n<a href=\"https://thesmartinvestor.com.sg/5-ways-to-position-your-portfolio-for-2023/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"O39.SI":"华侨银行","D05.SI":"星展集团控股","U11.SI":"大华银行"},"source_url":"https://thesmartinvestor.com.sg/5-ways-to-position-your-portfolio-for-2023/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1107282548","content_text":"As 2022 draws to a close, there is no shortage of commentary about what a turbulent year it has been.The mood turned bearish around March when the US Federal Reserve hiked interest rates for the first time in three years as inflation came in hotter than expected.Initially, the stock market did not react strongly to this move.However, with inflation hitting four-decade highs, the US central bank responded aggressively.Within nine months, interest rates were raised to their highest level in 15 years as the Fed’s  aggressive rate hikes brought the benchmark rate to between 4.25% and 4.5%.The steep rise left its mark.As of the date of writing, the NASDAQ and S&P 500 Indices had fallen by over 33% and 20%, respectively, pushing both into bear market territory.Investors, at this point, may be wondering what’s in store for 2023.The Federal Reserve has committed to raising interest rates further, possibly to above 5.1%, to continue to quell runaway inflation.Elsewhere, experts are pencilling in the possibility of a recession in the US while analysts are projecting a fall in corporate earnings as we head into the New Year.It’s going to be a tough year to navigate the markets, but here are five ways you can position your portfolio so that you can weather this storm.1. Businesses with pricing powerInflation is a headache for consumers and businesses alike.But it’s easy to forget that businesses with strong brands can charge higher prices to offset this inflation without suffering a fall in demand.Such businesses have what is known as “pricing power” as they hold the dominant mind-share of customers within their respective industries.By loading up on shares of such stocks, they can help you offset the effects of inflation.Take VICOM(SGX: WJP) for instance.The vehicle inspection company has a market share of close to 75% and had just raised its car inspection prices on 1 November by 5% from S$64.20 to S$67.41.With vehicle inspection being a mandatory requirement, vehicle owners will be unable to dodge this price increase.VICOM should therefore not expect inspection volumes to fall.For another example, coffee chain Starbucks(NASDAQ: SBUX), which operates around 35,000 outlets worldwide, saw its revenue for fiscal 2022 (ending 30 September) rise 11% year on year to a record US$32.3 billion.On the company’s earnings call, it mentioned that prices have increased by 6% and yet it has not seen a corresponding fall in customer loyalty or transactions.Cruise company Norwegian Cruise Lines(NYSE: NCLH) has also raised its prices to pass on higher costs to its customers, while the owner of SPAM, Hormel Foods(NYSE: HRL), is also targeting price increases as it grapples with inflation.These US companies managed to raise their prices to counteract the effects of high inflation and with their strong market positions, investors can be confident that they can continue to do so.2. No or low debtSurging interest rates are a bane for homeowners as mortgage loans become more expensive.For corporations with debt, higher rates also mean increased borrowing costs that eat into profits.Investors, though, can eschew debt-heavy companies in favour of those with either low or no debt.Businesses with little or zero debt are safe from rising interest rates and will not suffer the same level of financial stress as companies stuffed with loans.VICOM is in the spotlight once again for this attribute.The company has a clean balance sheet with S$58.7 million of cash with zero debt as of 30 September.Human resource company HRNetGroup(SGX: CHZ) is another cash-rich company with S$312.7 million of cash and no debt as of 30 June.Meanwhile, Micro-Mechanics (Holdings)(SGX: 5DD), a designer and manufacturer of parts and tools used to assemble semiconductors, was sitting on S$25.3 million of cash and had no debt as of 30 September.For something more familiar, your favourite curry puff seller, Old Chang Kee(SGX: 5ML), held S$30.1 million of cash with just S$4.7 million of borrowings for its latest half-year results.3. Recession-proofing your portfolioA recession could be on the cards for Singapore in 2023.Rather than feeling worried, investors should treat recessions as a normal part of the economic cycle and not feel fearful.Such events should be viewed as opportunities to scoop up shares of solid businesses that have been beaten down.But if you’re worried as to whether a recession will adversely impact your investments, it’s a good idea to stick with tried and tested blue-chip names.Yes, I am talking about stocks such as the three local banks DBS Group(SGX: D05), United Overseas Bank(SGX: U11) and OCBC Ltd(SGX: O39).These banks have been through numerous boom and bust cycles over the decades and have weathered these crises just fine.Singapore Exchange Limited(SGX: S68) is another solid business as it has a natural monopoly, being the only bourse operator here.These four stocks also pay out healthy dividends that can provide you with a stream of passive income as you wait for the storm clouds to clear up.Meanwhile, you can also pepper your portfolio with recession-resistant companies.Sheng Siong(SGX: OV8) is a supermarket retailer with 66 stores that provide a comprehensive range of food products, household items and necessities.Raffles Medical Group(SGX: BSL) and Q&M Dental Group(SGX: QC7) should also see steady demand during a downturn as both companies provide essential medical and dental services, respectively.4. Resilient US growth stocksUS indices have suffered a sharp fall this year but there are still businesses there that continue to thrive.Visa(NYSE: V) reported a strong set of earnings for its fiscal 2022, with revenue rising 22% year on year to US$29.3 billion and net profit climbing 21% year on year to US$14.9 billion.Despite the pandemic, yoga apparel maker Lululemon(NASDAQ: LULU) saw its revenue climb from US$3.98 billion to US$6.26 billion from 2020 to 2022 (the company has a January year-end).In addition, net profit increased from US$645.6 million to US$975.3 million over the same period.It pays to be selective and focus on businesses that generate healthy profits and continued free cash flow as these can enable them to better tide through tough times.5. Keeping cash handyFinally, you should always keep a reasonable stash of cash to act as an opportunity fund.As the saying goes – you can’t predict, but you can prepare.No one knows how markets will fare next year as there are too many moving parts at play.Therefore, it’s useful to keep cash handy to take advantage of any sharp sell-downs so that you can pick up your favourite stocks.Here’s wishing everyone a Happy New Year and may your investments turn out to be fruitful!","news_type":1},"isVote":1,"tweetType":1,"viewCount":139,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9922903449,"gmtCreate":1671666145782,"gmtModify":1676538571953,"author":{"id":"3569971237956537","authorId":"3569971237956537","name":"5D1T2","avatar":"https://static.tigerbbs.com/4337cbcb700e1df3423e15a36e4d89b2","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9922903449","repostId":"1133139514","repostType":4,"repost":{"id":"1133139514","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1671635977,"share":"https://www.laohu8.com/m/news/1133139514?lang=&edition=full","pubTime":"2022-12-21 23:19","market":"us","language":"en","title":"Top Calls on Wall Street: Apple, Tesla, Palantir, Nike, Starbucks and More","url":"https://stock-news.laohu8.com/highlight/detail?id=1133139514","media":"Tiger Newspress","summary":"Here are Wednesday’s biggest calls on Wall Street:Citi reiterates Apple as buyCiti said it sees seve","content":"<html><head></head><body><p>Here are Wednesday’s biggest calls on Wall Street:</p><h2>Citi reiterates Apple as buy</h2><p>Citi said it sees several reasons that Apple stock is likely trade higher.</p><blockquote>“More recently shares have been underperforming as concerns on production shortages during a very important holiday season as well as macro consumer woes (inflation, recession) could depress demand.”</blockquote><h2>Jefferies names McDonald’s a top 2023 pick</h2><p>Jefferies said the fast food giant is a top defensive idea for 2023.</p><blockquote>“We view MCD as the best defensive/offensive play in restaurants given a looming recession but also oppty to take share. 4Q likely to see continued strong U.S. demand trends and reset margin expectations (after 3Q) achievable, in our view.”</blockquote><h2>Jefferies downgrades Starbucks to hold from buy</h2><p>Jefferies said it sees a more “balanced” risk/reward outlook for the stock.</p><blockquote>“With SBUX stock up +40% since the YTD low in May (S&amp;P -2.8%), we move to the sidelines, with our Buy rating going to Hold, as the risk/reward now appears balanced following investments into the biz and growth concerns earlier this year.”</blockquote><h2>Evercore ISI reiterates Alphabet as outperform</h2><p>Evercore lowered its estimates on the stock but said it’s still “highly attractive” for long-term investors.</p><blockquote>“Consistent with our recently published ’23 Outlook report, we are lowering our estimates and Price Target on GOOGL in the wake of several proprietary datapoints that suggest ongoing softness in Online Advertising and Cloud Computing demand.”</blockquote><h2>Citi reiterates Block as buy</h2><p>Citi said the company formerly known as Square presents a “compelling buying opportunity.”</p><blockquote>“Key to 2023 will be efficiency gains, tighter discretionary spend, and slower hiring, which has already resulted in 20%-25% expense reduction in the last two quarters.”</blockquote><h2>UBS reiterates Nike as buy</h2><p>UBS said Nike’s earnings growth potential is “underestimated” after thecompany’s earnings reporton Tuesday.</p><blockquote>“Nike’s investments in product innovation, supply chain speed, and digital are unlocking what is likely a multi-year period of above average growth.”</blockquote><h2>Wolfe downgrades Palantir to underperform from peer perform</h2><p>Wolfe downgraded the stock due to a lack of confidence and visibility.</p><blockquote>“We have watched PLTR decelerate its top line by 30 points while operating margins have contracted from the mid-30% range to the midteens over the past few years with FCF on the same trajectory.”</blockquote><h2>Wolfe downgrades Roblox to underperform from peer perform</h2><p>Wolfe said in its downgrade of Roblox that it has a lack of visibility right now.</p><blockquote>“On the back of disappointing November metrics that potentially provide concern in company execution and visibility, we downgrade to Underperform from Peer Perform prior.”</blockquote><h2>Truist names Amazon a top 2023 pick</h2><p>Truist said Amazon is well positioned for 2023.</p><blockquote>“All that said, not all Internet companies are created equal, making 2023 a year particularly suited for stock picking, in our view.”</blockquote><h2>Deutsche Bank reiterates Tesla as buy</h2><p>Deutsche cut its price target on Tesla to $270 per share from $355, but said the stock is still best positioned going forward.</p><blockquote>“Beyond the quarter, we continue to expect challenging headlines around demand softening and associated price cuts, but think the company remains best positioned to weather the current macroeconomic conditions, leveraging price to support volume growth and various cost levers in place to protect margins.”</blockquote><h2>KeyBanc reiterates Disney as overweight</h2><p>KeyBanc said it thinks the entertainment giant has strong fundamentals.</p><blockquote>“We believe DIS has the best fundamentals with superior growth, unique assets, and a platform in Streaming.”</blockquote><h2>KeyBanc reiterates Netflix as sector weight</h2><p>KeyBanc said it’s staying “cautious” on Netflix shares right now.</p><blockquote>“We continue to see signs that churn is stabilizing (e.g., price sensitivity reverting to norms), but are incrementally cautious on gross adds.”</blockquote><h2>Stifel reiterates Target and Walmart as hold</h2><p>Stifel said its recent survey checks show holiday spending intentions are worsening.</p><blockquote>“We anticipate this to further impact already challenged general merchandise sales for many retailers, and we reduce F2023 EPS estimates for shares of Walmart and Target accordingly.”</blockquote><h2>Citi reiterates Micron as buy</h2><p>Citi said the stock’s bottom “is here” heading into earnings on Wednesday.</p><blockquote>“Micron is currently trading at 1.2X F23 book value, close to trough valuation of 1X book.”</blockquote><h2>Goldman Sachs reiterated FedEx as buy</h2><p>Goldman said it’s standing by shares of FedEx after the company reported earnings that weren’t as bad as feared.</p><blockquote>“Results beat due to stronger Ground and Express margin and EBIT, while Express’ adjusted operating income came in somewhat light versus our forecast it beat Street consensus by 60% – which could be a factor behind shares performing well in after hours trading.”</blockquote><h2>Baird reiterates Meta as outperform</h2><p>Baird named the stock as a top pick for 2023 and said it should gain some “mojo” back.</p><blockquote>“We think Meta will gain back some momentum in 2023 on the back of improvements in user engagement (e.g., Reels), along with more automation (e.g., Advantage+), and further growth in shopping and click-to-message ads.”</blockquote></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>Top Calls on Wall Street: Apple, Tesla, Palantir, Nike, Starbucks and More</title>\n<style 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}\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\">\nTop Calls on Wall Street: Apple, Tesla, Palantir, Nike, Starbucks and More\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-12-21 23:19</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Here are Wednesday’s biggest calls on Wall Street:</p><h2>Citi reiterates Apple as buy</h2><p>Citi said it sees several reasons that Apple stock is likely trade higher.</p><blockquote>“More recently shares have been underperforming as concerns on production shortages during a very important holiday season as well as macro consumer woes (inflation, recession) could depress demand.”</blockquote><h2>Jefferies names McDonald’s a top 2023 pick</h2><p>Jefferies said the fast food giant is a top defensive idea for 2023.</p><blockquote>“We view MCD as the best defensive/offensive play in restaurants given a looming recession but also oppty to take share. 4Q likely to see continued strong U.S. demand trends and reset margin expectations (after 3Q) achievable, in our view.”</blockquote><h2>Jefferies downgrades Starbucks to hold from buy</h2><p>Jefferies said it sees a more “balanced” risk/reward outlook for the stock.</p><blockquote>“With SBUX stock up +40% since the YTD low in May (S&amp;P -2.8%), we move to the sidelines, with our Buy rating going to Hold, as the risk/reward now appears balanced following investments into the biz and growth concerns earlier this year.”</blockquote><h2>Evercore ISI reiterates Alphabet as outperform</h2><p>Evercore lowered its estimates on the stock but said it’s still “highly attractive” for long-term investors.</p><blockquote>“Consistent with our recently published ’23 Outlook report, we are lowering our estimates and Price Target on GOOGL in the wake of several proprietary datapoints that suggest ongoing softness in Online Advertising and Cloud Computing demand.”</blockquote><h2>Citi reiterates Block as buy</h2><p>Citi said the company formerly known as Square presents a “compelling buying opportunity.”</p><blockquote>“Key to 2023 will be efficiency gains, tighter discretionary spend, and slower hiring, which has already resulted in 20%-25% expense reduction in the last two quarters.”</blockquote><h2>UBS reiterates Nike as buy</h2><p>UBS said Nike’s earnings growth potential is “underestimated” after thecompany’s earnings reporton Tuesday.</p><blockquote>“Nike’s investments in product innovation, supply chain speed, and digital are unlocking what is likely a multi-year period of above average growth.”</blockquote><h2>Wolfe downgrades Palantir to underperform from peer perform</h2><p>Wolfe downgraded the stock due to a lack of confidence and visibility.</p><blockquote>“We have watched PLTR decelerate its top line by 30 points while operating margins have contracted from the mid-30% range to the midteens over the past few years with FCF on the same trajectory.”</blockquote><h2>Wolfe downgrades Roblox to underperform from peer perform</h2><p>Wolfe said in its downgrade of Roblox that it has a lack of visibility right now.</p><blockquote>“On the back of disappointing November metrics that potentially provide concern in company execution and visibility, we downgrade to Underperform from Peer Perform prior.”</blockquote><h2>Truist names Amazon a top 2023 pick</h2><p>Truist said Amazon is well positioned for 2023.</p><blockquote>“All that said, not all Internet companies are created equal, making 2023 a year particularly suited for stock picking, in our view.”</blockquote><h2>Deutsche Bank reiterates Tesla as buy</h2><p>Deutsche cut its price target on Tesla to $270 per share from $355, but said the stock is still best positioned going forward.</p><blockquote>“Beyond the quarter, we continue to expect challenging headlines around demand softening and associated price cuts, but think the company remains best positioned to weather the current macroeconomic conditions, leveraging price to support volume growth and various cost levers in place to protect margins.”</blockquote><h2>KeyBanc reiterates Disney as overweight</h2><p>KeyBanc said it thinks the entertainment giant has strong fundamentals.</p><blockquote>“We believe DIS has the best fundamentals with superior growth, unique assets, and a platform in Streaming.”</blockquote><h2>KeyBanc reiterates Netflix as sector weight</h2><p>KeyBanc said it’s staying “cautious” on Netflix shares right now.</p><blockquote>“We continue to see signs that churn is stabilizing (e.g., price sensitivity reverting to norms), but are incrementally cautious on gross adds.”</blockquote><h2>Stifel reiterates Target and Walmart as hold</h2><p>Stifel said its recent survey checks show holiday spending intentions are worsening.</p><blockquote>“We anticipate this to further impact already challenged general merchandise sales for many retailers, and we reduce F2023 EPS estimates for shares of Walmart and Target accordingly.”</blockquote><h2>Citi reiterates Micron as buy</h2><p>Citi said the stock’s bottom “is here” heading into earnings on Wednesday.</p><blockquote>“Micron is currently trading at 1.2X F23 book value, close to trough valuation of 1X book.”</blockquote><h2>Goldman Sachs reiterated FedEx as buy</h2><p>Goldman said it’s standing by shares of FedEx after the company reported earnings that weren’t as bad as feared.</p><blockquote>“Results beat due to stronger Ground and Express margin and EBIT, while Express’ adjusted operating income came in somewhat light versus our forecast it beat Street consensus by 60% – which could be a factor behind shares performing well in after hours trading.”</blockquote><h2>Baird reiterates Meta as outperform</h2><p>Baird named the stock as a top pick for 2023 and said it should gain some “mojo” back.</p><blockquote>“We think Meta will gain back some momentum in 2023 on the back of improvements in user engagement (e.g., Reels), along with more automation (e.g., Advantage+), and further growth in shopping and click-to-message ads.”</blockquote></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DIS":"迪士尼","NKE":"耐克","FDX":"联邦快递","AAPL":"苹果","WMT":"沃尔玛","SBUX":"星巴克","SQ":"Block","MU":"美光科技","PLTR":"Palantir Technologies Inc.","AMZN":"亚马逊","MCD":"麦当劳","META":"Meta Platforms","RBLX":"Roblox Corporation","TSLA":"特斯拉","NFLX":"奈飞","GOOGL":"谷歌A","TGT":"塔吉特"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133139514","content_text":"Here are Wednesday’s biggest calls on Wall Street:Citi reiterates Apple as buyCiti said it sees several reasons that Apple stock is likely trade higher.“More recently shares have been underperforming as concerns on production shortages during a very important holiday season as well as macro consumer woes (inflation, recession) could depress demand.”Jefferies names McDonald’s a top 2023 pickJefferies said the fast food giant is a top defensive idea for 2023.“We view MCD as the best defensive/offensive play in restaurants given a looming recession but also oppty to take share. 4Q likely to see continued strong U.S. demand trends and reset margin expectations (after 3Q) achievable, in our view.”Jefferies downgrades Starbucks to hold from buyJefferies said it sees a more “balanced” risk/reward outlook for the stock.“With SBUX stock up +40% since the YTD low in May (S&P -2.8%), we move to the sidelines, with our Buy rating going to Hold, as the risk/reward now appears balanced following investments into the biz and growth concerns earlier this year.”Evercore ISI reiterates Alphabet as outperformEvercore lowered its estimates on the stock but said it’s still “highly attractive” for long-term investors.“Consistent with our recently published ’23 Outlook report, we are lowering our estimates and Price Target on GOOGL in the wake of several proprietary datapoints that suggest ongoing softness in Online Advertising and Cloud Computing demand.”Citi reiterates Block as buyCiti said the company formerly known as Square presents a “compelling buying opportunity.”“Key to 2023 will be efficiency gains, tighter discretionary spend, and slower hiring, which has already resulted in 20%-25% expense reduction in the last two quarters.”UBS reiterates Nike as buyUBS said Nike’s earnings growth potential is “underestimated” after thecompany’s earnings reporton Tuesday.“Nike’s investments in product innovation, supply chain speed, and digital are unlocking what is likely a multi-year period of above average growth.”Wolfe downgrades Palantir to underperform from peer performWolfe downgraded the stock due to a lack of confidence and visibility.“We have watched PLTR decelerate its top line by 30 points while operating margins have contracted from the mid-30% range to the midteens over the past few years with FCF on the same trajectory.”Wolfe downgrades Roblox to underperform from peer performWolfe said in its downgrade of Roblox that it has a lack of visibility right now.“On the back of disappointing November metrics that potentially provide concern in company execution and visibility, we downgrade to Underperform from Peer Perform prior.”Truist names Amazon a top 2023 pickTruist said Amazon is well positioned for 2023.“All that said, not all Internet companies are created equal, making 2023 a year particularly suited for stock picking, in our view.”Deutsche Bank reiterates Tesla as buyDeutsche cut its price target on Tesla to $270 per share from $355, but said the stock is still best positioned going forward.“Beyond the quarter, we continue to expect challenging headlines around demand softening and associated price cuts, but think the company remains best positioned to weather the current macroeconomic conditions, leveraging price to support volume growth and various cost levers in place to protect margins.”KeyBanc reiterates Disney as overweightKeyBanc said it thinks the entertainment giant has strong fundamentals.“We believe DIS has the best fundamentals with superior growth, unique assets, and a platform in Streaming.”KeyBanc reiterates Netflix as sector weightKeyBanc said it’s staying “cautious” on Netflix shares right now.“We continue to see signs that churn is stabilizing (e.g., price sensitivity reverting to norms), but are incrementally cautious on gross adds.”Stifel reiterates Target and Walmart as holdStifel said its recent survey checks show holiday spending intentions are worsening.“We anticipate this to further impact already challenged general merchandise sales for many retailers, and we reduce F2023 EPS estimates for shares of Walmart and Target accordingly.”Citi reiterates Micron as buyCiti said the stock’s bottom “is here” heading into earnings on Wednesday.“Micron is currently trading at 1.2X F23 book value, close to trough valuation of 1X book.”Goldman Sachs reiterated FedEx as buyGoldman said it’s standing by shares of FedEx after the company reported earnings that weren’t as bad as feared.“Results beat due to stronger Ground and Express margin and EBIT, while Express’ adjusted operating income came in somewhat light versus our forecast it beat Street consensus by 60% – which could be a factor behind shares performing well in after hours trading.”Baird reiterates Meta as outperformBaird named the stock as a top pick for 2023 and said it should gain some “mojo” back.“We think Meta will gain back some momentum in 2023 on the back of improvements in user engagement (e.g., Reels), along with more automation (e.g., Advantage+), and further growth in shopping and click-to-message ads.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":194,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9922903269,"gmtCreate":1671666134452,"gmtModify":1676538571945,"author":{"id":"3569971237956537","authorId":"3569971237956537","name":"5D1T2","avatar":"https://static.tigerbbs.com/4337cbcb700e1df3423e15a36e4d89b2","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9922903269","repostId":"2293321006","repostType":4,"repost":{"id":"2293321006","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":1671658769,"share":"https://www.laohu8.com/m/news/2293321006?lang=&edition=full","pubTime":"2022-12-22 05:39","market":"us","language":"en","title":"US STOCKS-Wall Street Ends up With Help From Nike, FedEx and Consumer Sentiment","url":"https://stock-news.laohu8.com/highlight/detail?id=2293321006","media":"Reuters","summary":"Wall Street's three main stock indexes closed higher on Wednesday for their biggest daily gains so f","content":"<html><head></head><body><p>Wall Street&#39;s three main stock indexes closed higher on Wednesday for their biggest daily gains so far in December with help from upbeat Nike    and FedEx quarterly earnings, as well as improving consumer confidence and easing inflation expectations from investors.</p><p>Nike Inc shares soared 12% after beating profit expectations for its second quarter on strong holiday demand from North American shoppers, while FedEx finished up 3.4% and shares in cruise operator Carnival Corp jumped 4.7% after posting a smaller-than-expected quarterly loss.</p><p>FedEx Corp, which sparked a market selloff in September after pulling financial forecasts, provided financial guidance and announced plans for $1 billion cost cuts.</p><p>Also, U.S. consumer confidence rose to an eight-month high in December as inflation retreated and the labor market remained strong while 12-month inflation expectations fell to 6.7%, the lowest since September 2021.</p><p>&#34;We&#39;re seeing a broad rally. It&#39;s been helped by upbeat corporate commentary and an improvement in consumer confidence,&#34; said Angelo Kourkafas, investment strategist at Edward Jones in St. Louis referring to Nike and FedEx.</p><p>The Dow Jones Industrial Average rose 526.74 points, or 1.6%, to 33,376.48, the S&amp;P 500    gained 56.82 points, or 1.49%, to 3,878.44 and the Nasdaq Composite added 162.26 points, or 1.54%, to 10,709.37.</p><p>Energy firms were the biggest gainers among the S&amp;P&#39;s 11 major industry sector, adding 1.89%, as oil futures rose.</p><p>The smallest gainer among the sectors was consumer staples, which finished up 0.8%.</p><p>Still, Wednesday&#39;s data also showed that U.S. existing home sales slumped 7.7% to a 2-1/2-year low in November as the housing market was hurt by higher mortgage rates. But the data may be fuelling investor hope that the Fed could ease up on its tightening policy.</p><p>&#34;At the macro level you have economic weakness but at the micro level you have companies that are resilient and delivering positive expectations from an earnings perspective,&#34; said Brian Price, head of investment management for Commonwealth Financial Network in Waltham, Mass. &#34;That combination is going to be positive.&#34;</p><p>Fears of a recession following the U.S. central bank&#39;s prolonged interest rate hikes have weighed heavily on equities and these fears have put the S&amp;P on track for its biggest annual decline since 2008 and a decline for December.</p><p>&#34;There&#39;s still a lot of uncertainty and we&#39;re likely to see a lot of volatility early in the year as we could be in a mild recessionary environment,&#34; said Edward Jones&#39; Kourkafas but he believes the market has already priced in a weaker economy.</p><p>&#34;We still have some headwinds ahead but maybe we don&#39;t have to price in a recession twice. So far what we&#39;ve seen this year has already priced in a mild recession.&#34;</p><p>AMC Entertainment Holdings Inc finished up 4.3% after the cinema-chain operator said it suspended talks to acquire certain assets of bankrupt Cineworld Group.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 3.43-to-1 ratio; on Nasdaq, a 2.10-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted 5 new 52-week highs and 3 new lows; the Nasdaq Composite recorded 69 new highs and 268 new lows.</p><p>On U.S. exchanges 9.81 billion shares changed hands, compared with the 11.16 billion average for the last 20 sessions.</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 Street Ends up With Help From Nike, FedEx and Consumer Sentiment</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\">\nUS STOCKS-Wall Street Ends up With Help From Nike, FedEx and Consumer Sentiment\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\">2022-12-22 05:39</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Wall Street&#39;s three main stock indexes closed higher on Wednesday for their biggest daily gains so far in December with help from upbeat Nike    and FedEx quarterly earnings, as well as improving consumer confidence and easing inflation expectations from investors.</p><p>Nike Inc shares soared 12% after beating profit expectations for its second quarter on strong holiday demand from North American shoppers, while FedEx finished up 3.4% and shares in cruise operator Carnival Corp jumped 4.7% after posting a smaller-than-expected quarterly loss.</p><p>FedEx Corp, which sparked a market selloff in September after pulling financial forecasts, provided financial guidance and announced plans for $1 billion cost cuts.</p><p>Also, U.S. consumer confidence rose to an eight-month high in December as inflation retreated and the labor market remained strong while 12-month inflation expectations fell to 6.7%, the lowest since September 2021.</p><p>&#34;We&#39;re seeing a broad rally. It&#39;s been helped by upbeat corporate commentary and an improvement in consumer confidence,&#34; said Angelo Kourkafas, investment strategist at Edward Jones in St. Louis referring to Nike and FedEx.</p><p>The Dow Jones Industrial Average rose 526.74 points, or 1.6%, to 33,376.48, the S&amp;P 500    gained 56.82 points, or 1.49%, to 3,878.44 and the Nasdaq Composite added 162.26 points, or 1.54%, to 10,709.37.</p><p>Energy firms were the biggest gainers among the S&amp;P&#39;s 11 major industry sector, adding 1.89%, as oil futures rose.</p><p>The smallest gainer among the sectors was consumer staples, which finished up 0.8%.</p><p>Still, Wednesday&#39;s data also showed that U.S. existing home sales slumped 7.7% to a 2-1/2-year low in November as the housing market was hurt by higher mortgage rates. But the data may be fuelling investor hope that the Fed could ease up on its tightening policy.</p><p>&#34;At the macro level you have economic weakness but at the micro level you have companies that are resilient and delivering positive expectations from an earnings perspective,&#34; said Brian Price, head of investment management for Commonwealth Financial Network in Waltham, Mass. &#34;That combination is going to be positive.&#34;</p><p>Fears of a recession following the U.S. central bank&#39;s prolonged interest rate hikes have weighed heavily on equities and these fears have put the S&amp;P on track for its biggest annual decline since 2008 and a decline for December.</p><p>&#34;There&#39;s still a lot of uncertainty and we&#39;re likely to see a lot of volatility early in the year as we could be in a mild recessionary environment,&#34; said Edward Jones&#39; Kourkafas but he believes the market has already priced in a weaker economy.</p><p>&#34;We still have some headwinds ahead but maybe we don&#39;t have to price in a recession twice. So far what we&#39;ve seen this year has already priced in a mild recession.&#34;</p><p>AMC Entertainment Holdings Inc finished up 4.3% after the cinema-chain operator said it suspended talks to acquire certain assets of bankrupt Cineworld Group.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 3.43-to-1 ratio; on Nasdaq, a 2.10-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted 5 new 52-week highs and 3 new lows; the Nasdaq Composite recorded 69 new highs and 268 new lows.</p><p>On U.S. exchanges 9.81 billion shares changed hands, compared with the 11.16 billion average for the last 20 sessions.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4558":"双十一","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","BK4131":"航空货运与物流","BK4561":"索罗斯持仓","BK4547":"WSB热门概念","BK4581":"高盛持仓","LU0823411888.USD":"法巴消费创新基金 Cap","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","LU1267930227.SGD":"TEMPLETON GLOBAL BALANCED \"AS\" (SGD) ACC A","BK4108":"电影和娱乐","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓",".DJI":"道琼斯","LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4146":"鞋类",".IXIC":"NASDAQ Composite","BK4566":"资本集团",".SPX":"S&P 500 Index"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2293321006","content_text":"Wall Street's three main stock indexes closed higher on Wednesday for their biggest daily gains so far in December with help from upbeat Nike    and FedEx quarterly earnings, as well as improving consumer confidence and easing inflation expectations from investors.Nike Inc shares soared 12% after beating profit expectations for its second quarter on strong holiday demand from North American shoppers, while FedEx finished up 3.4% and shares in cruise operator Carnival Corp jumped 4.7% after posting a smaller-than-expected quarterly loss.FedEx Corp, which sparked a market selloff in September after pulling financial forecasts, provided financial guidance and announced plans for $1 billion cost cuts.Also, U.S. consumer confidence rose to an eight-month high in December as inflation retreated and the labor market remained strong while 12-month inflation expectations fell to 6.7%, the lowest since September 2021.\"We're seeing a broad rally. It's been helped by upbeat corporate commentary and an improvement in consumer confidence,\" said Angelo Kourkafas, investment strategist at Edward Jones in St. Louis referring to Nike and FedEx.The Dow Jones Industrial Average rose 526.74 points, or 1.6%, to 33,376.48, the S&P 500    gained 56.82 points, or 1.49%, to 3,878.44 and the Nasdaq Composite added 162.26 points, or 1.54%, to 10,709.37.Energy firms were the biggest gainers among the S&P's 11 major industry sector, adding 1.89%, as oil futures rose.The smallest gainer among the sectors was consumer staples, which finished up 0.8%.Still, Wednesday's data also showed that U.S. existing home sales slumped 7.7% to a 2-1/2-year low in November as the housing market was hurt by higher mortgage rates. But the data may be fuelling investor hope that the Fed could ease up on its tightening policy.\"At the macro level you have economic weakness but at the micro level you have companies that are resilient and delivering positive expectations from an earnings perspective,\" said Brian Price, head of investment management for Commonwealth Financial Network in Waltham, Mass. \"That combination is going to be positive.\"Fears of a recession following the U.S. central bank's prolonged interest rate hikes have weighed heavily on equities and these fears have put the S&P on track for its biggest annual decline since 2008 and a decline for December.\"There's still a lot of uncertainty and we're likely to see a lot of volatility early in the year as we could be in a mild recessionary environment,\" said Edward Jones' Kourkafas but he believes the market has already priced in a weaker economy.\"We still have some headwinds ahead but maybe we don't have to price in a recession twice. So far what we've seen this year has already priced in a mild recession.\"AMC Entertainment Holdings Inc finished up 4.3% after the cinema-chain operator said it suspended talks to acquire certain assets of bankrupt Cineworld Group.Advancing issues outnumbered declining ones on the NYSE by a 3.43-to-1 ratio; on Nasdaq, a 2.10-to-1 ratio favored advancers.The S&P 500 posted 5 new 52-week highs and 3 new lows; the Nasdaq Composite recorded 69 new highs and 268 new lows.On U.S. exchanges 9.81 billion shares changed hands, compared with the 11.16 billion average for the last 20 sessions.","news_type":1},"isVote":1,"tweetType":1,"viewCount":50,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9921660729,"gmtCreate":1671054721762,"gmtModify":1676538481383,"author":{"id":"3569971237956537","authorId":"3569971237956537","name":"5D1T2","avatar":"https://static.tigerbbs.com/4337cbcb700e1df3423e15a36e4d89b2","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9921660729","repostId":"1121831718","repostType":4,"repost":{"id":"1121831718","pubTimestamp":1671047310,"share":"https://www.laohu8.com/m/news/1121831718?lang=&edition=full","pubTime":"2022-12-15 03:48","market":"us","language":"en","title":"Powell Says Fed Still Has a \"Ways to Go\" After Half-Point Hike","url":"https://stock-news.laohu8.com/highlight/detail?id=1121831718","media":"Bloomberg","summary":"‘Ongoing’ increases are seen as FOMC maintains languageOfficials cut 2023 GDP forecasts, raise unemp","content":"<html><head></head><body><ul><li>‘Ongoing’ increases are seen as FOMC maintains language</li><li>Officials cut 2023 GDP forecasts, raise unemployment</li></ul><p>Federal Reserve Chair Jerome Powell said officials were not close to ending their aggressive campaign of interest-rate increases after officials signaled borrowing costs would head higher than expected next year.</p><p>“We still have some ways to go,” he said at a press conference on Wednesday in Washington after the central bank downshifted its rapid pace hikes. He said that the size of the rate increase delivered on Feb. 1 at the Fed’s next meeting would depend on incoming data, leaving the door open to another half-percentage point move or a step down to a quarter point.</p><p>“Restoring price stability will likely require maintaining a restrictive policy stance for some time,” he said.</p><p><img src=\"https://static.tigerbbs.com/f87df42477763f173f36abb14adf3f18\" tg-width=\"930\" tg-height=\"457\" referrerpolicy=\"no-referrer\"/></p><p>The Federal Open Market Committee raised its benchmark rate by 50 basis points to a 4.25% to 4.5% target range. Policymakers projected rates would end next year at 5.1%, according to their median forecast, before being cut to 4.1% in 2024 — a higher level than previously indicated.</p><p>“The committee anticipates that ongoing increases in the target range will be appropriate in order to attain a stance of monetary policy that is sufficiently restrictive to return inflation to 2% over time,” the FOMC said in itsstatement, repeating language it has used in previous communications.</p><p>Treasury yields rose, the S&amp;P 500 index dropped and the dollar index pared losses on the day as Powell spoke.</p><p>Investors had been speculated that the Fed would soon pause its hikes after financial conditions eased. Until Wednesday, stocks had risen, while mortgage rates and the dollar had fallen since Powell last month suggested a policy shift was coming. They’d also bet rates would reach about 4.8% in May, followed by cuts totaling 50 basis points in the second half of the year.</p><p>“It is our judgment today that we are not at a sufficiently restrictive policy stance yet,” the Fed chief said. “We will stay the course until the job is done.”</p><p>Powell had previously signaled plans to moderate hikes, while emphasizing that the pace of tightening is less significant than the peak and the duration of rates at a high level.</p><p>The decision follows four consecutive 75 basis-point hikes that have boosted rates at the fastest pace since Paul Volcker led the central bank in the 1980s.</p><p>Consumer-price increases have begun a morepronounced slowdownfrom their 40-year high earlier this year. But a growing cadre of economists expect the Fed’s aggressive action to tip the US into recession next year.</p><p>Such concerns have drawn lawmaker criticism, with Democratic senators Elizabeth Warren, Bernie Sanders and Sheldon Whitehouse warning that rate hikes risk “slowing the economy to a crawl.”</p><p>Officials gave a clearer sign that they expect higher rates to impact the economy. They cut their 2023 growth forecasts, seeing expansion of 0.5%, according to median projections released Wednesday. They raised their estimate for 2022 GDP slightly to 0.5%. The central bankers increased their projection for the unemployment rate next year to 4.6% from its 3.7% level in November.</p><p>The distribution of rate forecasts also skewed higher, with seven of 19 officials seeing rates above 5.25% next year.</p><p>Fed officials raised their estimates for the main and core readings of their preferred inflation gauge, the index for personal consumption expenditures. They now see PCE at 3.1% in 2023 compared with a September estimate of 2.8%, while core — which excludes food and energy — may be 3.5% for next year.</p><p>Wednesday’s move caps a challenging year for the US central bank which was initially slow to begin tightening policy in response to surging price pressures.</p><p>Since lifting rates from near zero in March, the Fed has moved aggressively to catch up, while preserving hope it can deliver a soft landing that avoids a dramatic surge in unemployment.</p><p>Officials are seeking to slow growth to below its long-term trend to cool the labor market — with job openings still far above the number of unemployed Americans — and reduce pressure on prices that are running well above their 2% target.</p><p>Policymakers got some good news Tuesday when government data showed consumer prices rose 7.1% in the year ending November, the lowest rate this year.</p><p>Even so, Powell has repeatedly said he’s willing for the economy to suffer some pain to lower inflation and avoid the mistakes of the 1970s when the Fed prematurely loosened monetary policy.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Powell Says Fed Still Has a \"Ways to Go\" After Half-Point Hike</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; 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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\">\nPowell Says Fed Still Has a \"Ways to Go\" After Half-Point Hike\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-15 03:48 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-12-14/fed-downshifts-to-half-point-hike-sees-5-1-rate-next-year><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>‘Ongoing’ increases are seen as FOMC maintains languageOfficials cut 2023 GDP forecasts, raise unemploymentFederal Reserve Chair Jerome Powell said officials were not close to ending their aggressive ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-12-14/fed-downshifts-to-half-point-hike-sees-5-1-rate-next-year\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://www.bloomberg.com/news/articles/2022-12-14/fed-downshifts-to-half-point-hike-sees-5-1-rate-next-year","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121831718","content_text":"‘Ongoing’ increases are seen as FOMC maintains languageOfficials cut 2023 GDP forecasts, raise unemploymentFederal Reserve Chair Jerome Powell said officials were not close to ending their aggressive campaign of interest-rate increases after officials signaled borrowing costs would head higher than expected next year.“We still have some ways to go,” he said at a press conference on Wednesday in Washington after the central bank downshifted its rapid pace hikes. He said that the size of the rate increase delivered on Feb. 1 at the Fed’s next meeting would depend on incoming data, leaving the door open to another half-percentage point move or a step down to a quarter point.“Restoring price stability will likely require maintaining a restrictive policy stance for some time,” he said.The Federal Open Market Committee raised its benchmark rate by 50 basis points to a 4.25% to 4.5% target range. Policymakers projected rates would end next year at 5.1%, according to their median forecast, before being cut to 4.1% in 2024 — a higher level than previously indicated.“The committee anticipates that ongoing increases in the target range will be appropriate in order to attain a stance of monetary policy that is sufficiently restrictive to return inflation to 2% over time,” the FOMC said in itsstatement, repeating language it has used in previous communications.Treasury yields rose, the S&P 500 index dropped and the dollar index pared losses on the day as Powell spoke.Investors had been speculated that the Fed would soon pause its hikes after financial conditions eased. Until Wednesday, stocks had risen, while mortgage rates and the dollar had fallen since Powell last month suggested a policy shift was coming. They’d also bet rates would reach about 4.8% in May, followed by cuts totaling 50 basis points in the second half of the year.“It is our judgment today that we are not at a sufficiently restrictive policy stance yet,” the Fed chief said. “We will stay the course until the job is done.”Powell had previously signaled plans to moderate hikes, while emphasizing that the pace of tightening is less significant than the peak and the duration of rates at a high level.The decision follows four consecutive 75 basis-point hikes that have boosted rates at the fastest pace since Paul Volcker led the central bank in the 1980s.Consumer-price increases have begun a morepronounced slowdownfrom their 40-year high earlier this year. But a growing cadre of economists expect the Fed’s aggressive action to tip the US into recession next year.Such concerns have drawn lawmaker criticism, with Democratic senators Elizabeth Warren, Bernie Sanders and Sheldon Whitehouse warning that rate hikes risk “slowing the economy to a crawl.”Officials gave a clearer sign that they expect higher rates to impact the economy. They cut their 2023 growth forecasts, seeing expansion of 0.5%, according to median projections released Wednesday. They raised their estimate for 2022 GDP slightly to 0.5%. The central bankers increased their projection for the unemployment rate next year to 4.6% from its 3.7% level in November.The distribution of rate forecasts also skewed higher, with seven of 19 officials seeing rates above 5.25% next year.Fed officials raised their estimates for the main and core readings of their preferred inflation gauge, the index for personal consumption expenditures. They now see PCE at 3.1% in 2023 compared with a September estimate of 2.8%, while core — which excludes food and energy — may be 3.5% for next year.Wednesday’s move caps a challenging year for the US central bank which was initially slow to begin tightening policy in response to surging price pressures.Since lifting rates from near zero in March, the Fed has moved aggressively to catch up, while preserving hope it can deliver a soft landing that avoids a dramatic surge in unemployment.Officials are seeking to slow growth to below its long-term trend to cool the labor market — with job openings still far above the number of unemployed Americans — and reduce pressure on prices that are running well above their 2% target.Policymakers got some good news Tuesday when government data showed consumer prices rose 7.1% in the year ending November, the lowest rate this year.Even so, Powell has repeatedly said he’s willing for the economy to suffer some pain to lower inflation and avoid the mistakes of the 1970s when the Fed prematurely loosened monetary policy.","news_type":1},"isVote":1,"tweetType":1,"viewCount":319,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9921129680,"gmtCreate":1671001767141,"gmtModify":1676538474170,"author":{"id":"3569971237956537","authorId":"3569971237956537","name":"5D1T2","avatar":"https://static.tigerbbs.com/4337cbcb700e1df3423e15a36e4d89b2","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9921129680","isVote":1,"tweetType":1,"viewCount":184,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9923005158,"gmtCreate":1670743649074,"gmtModify":1676538427211,"author":{"id":"3569971237956537","authorId":"3569971237956537","name":"5D1T2","avatar":"https://static.tigerbbs.com/4337cbcb700e1df3423e15a36e4d89b2","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9923005158","repostId":"9923008905","repostType":1,"repost":{"id":9923008905,"gmtCreate":1670742727308,"gmtModify":1676538427085,"author":{"id":"3563953110808682","authorId":"3563953110808682","name":"Fern29","avatar":"https://community-static.tradeup.com/news/f23e4012d1db4d84c2dea35d3f60127d","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"Can't believe Portugal gets kicked out","listText":"Can't believe Portugal gets kicked out","text":"Can't believe Portugal gets kicked out","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9923008905","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":153,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9923002799,"gmtCreate":1670743570311,"gmtModify":1676538427203,"author":{"id":"3569971237956537","authorId":"3569971237956537","name":"5D1T2","avatar":"https://static.tigerbbs.com/4337cbcb700e1df3423e15a36e4d89b2","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$&nbsp;</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$&nbsp;</a><v-v data-views=\"1\"></v-v>","text":"$Taiwan Semiconductor Manufacturing(TSM)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9923002799","isVote":1,"tweetType":1,"viewCount":130,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9920758314,"gmtCreate":1670551890038,"gmtModify":1676538392120,"author":{"id":"3569971237956537","authorId":"3569971237956537","name":"5D1T2","avatar":"https://static.tigerbbs.com/4337cbcb700e1df3423e15a36e4d89b2","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9920758314","isVote":1,"tweetType":1,"viewCount":73,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9920759682,"gmtCreate":1670551622746,"gmtModify":1676538391955,"author":{"id":"3569971237956537","authorId":"3569971237956537","name":"5D1T2","avatar":"https://static.tigerbbs.com/4337cbcb700e1df3423e15a36e4d89b2","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/00700\">$TENCENT(00700)$&nbsp;</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/00700\">$TENCENT(00700)$&nbsp;</a><v-v data-views=\"1\"></v-v>","text":"$TENCENT(00700)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9920759682","isVote":1,"tweetType":1,"viewCount":113,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9920727236,"gmtCreate":1670551476426,"gmtModify":1676538391892,"author":{"id":"3569971237956537","authorId":"3569971237956537","name":"5D1T2","avatar":"https://static.tigerbbs.com/4337cbcb700e1df3423e15a36e4d89b2","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9920727236","repostId":"2290347508","repostType":2,"repost":{"id":"2290347508","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":1670550875,"share":"https://www.laohu8.com/m/news/2290347508?lang=&edition=full","pubTime":"2022-12-09 09:54","market":"us","language":"en","title":"Twitter to Introduce New Controls for Ad Placements","url":"https://stock-news.laohu8.com/highlight/detail?id=2290347508","media":"Reuters","summary":"Twitter Inc will roll out new controls as soon as next week to let companies prevent their ads from ","content":"<html><head></head><body><p>Twitter Inc will roll out new controls as soon as next week to let companies prevent their ads from appearing above or below tweets containing certain keywords, the social media platform told advertisers in an email on Thursday.</p><p>The new controls are part of Twitter&#39;s effort to reassure and lure back advertisers that have pulled ads off the platform since it was purchased in October by billionaire Elon Musk, amid reports from civil rights groups that hate speech has risen since the acquisition and after several banned or suspended accounts were reinstated.</p><p>Twitter earns nearly 90 per cent of its revenue from selling digital ads. Musk recently attributed a &#34;massive drop in revenue&#34; to civil rights organizations that have pressured brands to pause their Twitter ads.</p><p>In a recent call with an advertising industry group, a Twitter representative said the platform was considering bringing its content moderators, many of whom are contracted through third-party vendors, in-house, according to a source familiar with the remarks.</p><p>The Twitter representative said bringing content moderators in-house at Twitter would allow the platform to invest more in moderation for non-English languages, according to the source.</p><p>The email to advertisers on Thursday, which was reviewed by Reuters, said a revamped version of Twitter&#39;s subscription service called Twitter Blue would begin rolling out on Friday.</p><p>The subscription will allow accounts to receive a verified check mark. Accounts for individuals will get a blue check, while gold and gray check marks will denote business and government accounts, according to the email.</p><p>The subscription price will be $7 per month on the web and $11 per month on Apple devices, the email said.</p><p>Twitter, which has lost many members of its communications team, did not immediately respond to a request for comment.</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>Twitter to Introduce New Controls for Ad Placements</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\">\nTwitter to Introduce New Controls for Ad Placements\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\">2022-12-09 09:54</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Twitter Inc will roll out new controls as soon as next week to let companies prevent their ads from appearing above or below tweets containing certain keywords, the social media platform told advertisers in an email on Thursday.</p><p>The new controls are part of Twitter&#39;s effort to reassure and lure back advertisers that have pulled ads off the platform since it was purchased in October by billionaire Elon Musk, amid reports from civil rights groups that hate speech has risen since the acquisition and after several banned or suspended accounts were reinstated.</p><p>Twitter earns nearly 90 per cent of its revenue from selling digital ads. Musk recently attributed a &#34;massive drop in revenue&#34; to civil rights organizations that have pressured brands to pause their Twitter ads.</p><p>In a recent call with an advertising industry group, a Twitter representative said the platform was considering bringing its content moderators, many of whom are contracted through third-party vendors, in-house, according to a source familiar with the remarks.</p><p>The Twitter representative said bringing content moderators in-house at Twitter would allow the platform to invest more in moderation for non-English languages, according to the source.</p><p>The email to advertisers on Thursday, which was reviewed by Reuters, said a revamped version of Twitter&#39;s subscription service called Twitter Blue would begin rolling out on Friday.</p><p>The subscription will allow accounts to receive a verified check mark. Accounts for individuals will get a blue check, while gold and gray check marks will denote business and government accounts, according to the email.</p><p>The subscription price will be $7 per month on the web and $11 per month on Apple devices, the email said.</p><p>Twitter, which has lost many members of its communications team, did not immediately respond to a request for comment.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TWTR":"Twitter"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2290347508","content_text":"Twitter Inc will roll out new controls as soon as next week to let companies prevent their ads from appearing above or below tweets containing certain keywords, the social media platform told advertisers in an email on Thursday.The new controls are part of Twitter's effort to reassure and lure back advertisers that have pulled ads off the platform since it was purchased in October by billionaire Elon Musk, amid reports from civil rights groups that hate speech has risen since the acquisition and after several banned or suspended accounts were reinstated.Twitter earns nearly 90 per cent of its revenue from selling digital ads. Musk recently attributed a \"massive drop in revenue\" to civil rights organizations that have pressured brands to pause their Twitter ads.In a recent call with an advertising industry group, a Twitter representative said the platform was considering bringing its content moderators, many of whom are contracted through third-party vendors, in-house, according to a source familiar with the remarks.The Twitter representative said bringing content moderators in-house at Twitter would allow the platform to invest more in moderation for non-English languages, according to the source.The email to advertisers on Thursday, which was reviewed by Reuters, said a revamped version of Twitter's subscription service called Twitter Blue would begin rolling out on Friday.The subscription will allow accounts to receive a verified check mark. Accounts for individuals will get a blue check, while gold and gray check marks will denote business and government accounts, according to the email.The subscription price will be $7 per month on the web and $11 per month on Apple devices, the email said.Twitter, which has lost many members of its communications team, did not immediately respond to a request for comment.","news_type":1},"isVote":1,"tweetType":1,"viewCount":66,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9920651382,"gmtCreate":1670485525247,"gmtModify":1676538378351,"author":{"id":"3569971237956537","authorId":"3569971237956537","name":"5D1T2","avatar":"https://static.tigerbbs.com/4337cbcb700e1df3423e15a36e4d89b2","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9920651382","repostId":"9920848301","repostType":1,"repost":{"id":9920848301,"gmtCreate":1670468724404,"gmtModify":1676538374995,"author":{"id":"3582756746245515","authorId":"3582756746245515","name":"Princess87","avatar":"https://static.tigerbbs.com/da280cb55e7c56ce62fc76f4ab5bd779","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"太喜歡Tiger broker了，都會定期推出遊戲給用戶得福利，這次爲了配合世界盃，用戶也可以踢球⚽️ ⚽️⚽️，大家一起玩起來，好多福利等待領取，老虎證劵萬歲","listText":"太喜歡Tiger broker了，都會定期推出遊戲給用戶得福利，這次爲了配合世界盃，用戶也可以踢球⚽️ ⚽️⚽️，大家一起玩起來，好多福利等待領取，老虎證劵萬歲","text":"太喜歡Tiger broker了，都會定期推出遊戲給用戶得福利，這次爲了配合世界盃，用戶也可以踢球⚽️ ⚽️⚽️，大家一起玩起來，好多福利等待領取，老虎證劵萬歲","images":[{"img":"https://community-static.tradeup.com/news/625a19f1809d568f7307c7f7b5e192b1","width":"1170","height":"2532"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9920848301","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":141,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9920603387,"gmtCreate":1670471448549,"gmtModify":1676538375642,"author":{"id":"3569971237956537","authorId":"3569971237956537","name":"5D1T2","avatar":"https://static.tigerbbs.com/4337cbcb700e1df3423e15a36e4d89b2","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/00700\">$TENCENT(00700)$&nbsp;</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/00700\">$TENCENT(00700)$&nbsp;</a><v-v data-views=\"1\"></v-v>","text":"$TENCENT(00700)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9920603387","isVote":1,"tweetType":1,"viewCount":172,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[],"lives":[]}