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2022-12-25

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2022-12-14

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The Fed Should Pause Its Rate Hikes Now That Inflation Has Slowed Significantly. But It Won’t

2022-12-13

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2022-12-07

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3 Supercharged Growth Stocks With 393% to 1,153% Upside in 2023, According to Wall Street

2022-12-01

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Will iPhone 14 Troubles Drag Apple Stock in December?

2022-11-23

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2022-11-20

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2022-11-19

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Sea Limited: Profitability May Be Around The Corner

2022-11-14

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2022-11-11

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CPI: A Relief For Markets But Details Only Moderately Bullish

2022-11-11

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China Eases Quarantine, Flight Bans in Covid Zero Pivot

2022-11-08

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2022-11-07

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CPI; U.S. Midterm Elections; NIO, Palantir, Disney, AMC Earnings: What to Know This Week

2022-11-05

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Berkshire Hathaway Posts Quarterly Loss As Stock Holdings Fall

2022-11-03

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2022-11-02

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@ckww:$SATS LTD.(S58.SI)$ Things are still very uncertain at this moment on the acquisition announced recently. Hopefully SATS can shed more lights and provide more details on the financing of the acquisition soon.

2022-11-02

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The Fed’s Next Big Rate Hike Is Coming. Why Powell Won’t Say the End Is Near

2022-11-01

$Actinium Pharmaceuticals(ATNM)$It's ripe, timeto all in

2022-10-26

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7 Dow Stocks to Sell Before They Tumble

2022-10-22

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17:10","market":"us","language":"en","title":"The Fed Should Pause Its Rate Hikes Now That Inflation Has Slowed Significantly. But It Won’t","url":"https://stock-news.laohu8.com/highlight/detail?id=1132223607","media":"MarketWatch","summary":"The Federal Reserve should declare an immediate cease fire in its war against inflation and hold its","content":"<html><head></head><body><p>The Federal Reserve should declare an immediate cease fire in its war against inflation and hold its benchmark interest rate steady instead of raising the federal funds by a half percentage point to a range of 4.25% to 4.50%, as expected at its meeting that ends Wednesday.</p><p>With the relatively benign report on the consumer price index in November released on Tuesday, the Fed now has “compelling evidence” that it has achieved its immediate goal of seeing a significant slowing in inflation.</p><p>The CPI was better than expected in November, with headline inflation rising just 0.1% (1.2% annualized) and core inflation up 0.2% (2.4% annualized).</p><p>The U.S. stock market SPX, DJIA, COMP on Tuesday initially greeted the CPI report as confirmation that the Fed could begin to let up, but by midday the realization hit that the Fed is going to keep hiking rates.</p><h2>Better than the media says</h2><p>The CPI report was actually better than it’s being portrayed by the media, which continue to focus irrationally on year-over-year changes in inflation rather than looking at what has happened since the Fed began raising interest rates nine months ago. For instance, what are we to make of. this incoherent headline in the New York Times: “U.S. Inflation Cools as Consumer Prices Rise 7.1 Percent”?</p><p>If we don’t want to miss the turning points, we have to shorten our horizon to something less than a year, but not so short that it’s all noise and no signal. Three months is about right.</p><p>In March 2022, when the Fed first raised rates, inflation was accelerating. From January to March, the CPI had risen at an 11.3% annual rate. That was an alarming inflation rate which called for action by the Fed.</p><p>But then the Fed raised interest rates at six straight meetings, going from near zero to near 4% and now inflation is decelerating. From September to November, inflation rose at a 3.7% annual rate.</p><p>That is significant progress in the most relevant measure of inflation.</p><h2>The wrong perspective</h2><p>The progress is much less apparent when the figures are reported on a year-over-year basis, as most media outlets do. From November 2021 to November 2022, inflation rose 7.1% — but that figure is meaningless to our understanding of what the Fed has accomplished because that time frame also includes five months of high inflation from before the Fed acted.</p><p>Because rate hikes take some time to have an impact on prices and on the economy, they didn’t really start to bite until July. In the five months since then, inflation has slowed to a 2.5% annualized rate, noticeable to anyone who’s looking. The unprecedented rise in interest rates is working to cool off price increases.</p><p>The progress is even greater when you take into account that almost all of the inflation we’ve suffered recently is coming from higher rents, which are now rising at a 10% annual rate in a lagged response to last year’s incredible 20%+ increase in home prices and tight rental markets.</p><h2>Rents still rising as home prices fall</h2><p>Home prices have now begun to fall in most regions of the U.S. Rents for new tenants have also begun to fall, but rents paid by continuing tenants have lagged behind and could take another year or longer to catch up, according to research by economists at Goldman Sachs. That’s because rents on existing leases tend to reset on an annual basis.</p><p>Rents are used to compute the costs not only of renters but of homeowners as well. It’s as if we measured champagne prices by looking at how much beer costs.</p><p>With more than 900,000 multifamily housing units now under construction, the supply constraints will soon begin to ease, reducing pressure on rents, when those units hit the market, likely in the next year or so.</p><p>Rents have an outsized influence on the CPI, because rents are used to compute the costs not only of renters but of homeowners as well. It’s as if we measured champagne prices by looking at how much beer costs. Yes, there’s some correlation most of the time, but not always.</p><p>Using rents to measure homeowners’ costs might be an acceptable methodology in normal times, but not now. Based on the increase in rents, the CPI showed that shelter costs for homeowners rose at a 8% annual rate in November. No one believes that’s true. Most homeowners have a fixed-rate mortgage, so principal and interest payments haven’t gone up.</p><h2>The right perspective</h2><p>The best thing to do in this situation is to recognize that we need to exclude shelter costs (which accounts for a third of the CPI) if we want to see where underlying inflation is heading.</p><p>“Substantial disagreement about the correct way to measure shelter inflation argues for looking at inflation measures that put less weight on shelter inflation, not more, when the decision is of greater consequence,” wrote Goldman Sachs economists Ronnie Walker and David Mericle in a note published in October.</p><p>The CPI excluding shelter fell 0.2% in November and has risen at just a 1.3% annual rate over the past three months.</p><p>Even Fed Chair Jerome Powell has acknowledged that a sudden drop in home prices won’t show up in the headline CPI for months, but he’s not acting like he quite believes it. If he did, he’d urge his colleagues at the Fed to pause now and let the full impact of 375 basis points of tightening work on the economy.</p><p>We know, however, that the Fed won’t pause. The Fed lost too much credibility last year when it missed the rapid increase in inflation as the economy emerged from its pandemic lockdown, and now the Fed is scrambling to restore the public’s trust as an inflation fighter.</p><p>Unfortunately, that makes a recession nearly inevitable, because the Fed is going to do what it always does: Raise rates too far and push the economy into a job-killing recession.</p></body></html>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The Fed Should Pause Its Rate Hikes Now That Inflation Has Slowed Significantly. But It Won’t</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe Fed Should Pause Its Rate Hikes Now That Inflation Has Slowed Significantly. But It Won’t\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-14 17:10 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/the-u-s-inflation-rate-in-november-was-not-7-1-as-you-were-told-it-was-3-7-11670968283?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Federal Reserve should declare an immediate cease fire in its war against inflation and hold its benchmark interest rate steady instead of raising the federal funds by a half percentage point to a...</p>\n\n<a href=\"https://www.marketwatch.com/story/the-u-s-inflation-rate-in-november-was-not-7-1-as-you-were-told-it-was-3-7-11670968283?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://www.marketwatch.com/story/the-u-s-inflation-rate-in-november-was-not-7-1-as-you-were-told-it-was-3-7-11670968283?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132223607","content_text":"The Federal Reserve should declare an immediate cease fire in its war against inflation and hold its benchmark interest rate steady instead of raising the federal funds by a half percentage point to a range of 4.25% to 4.50%, as expected at its meeting that ends Wednesday.With the relatively benign report on the consumer price index in November released on Tuesday, the Fed now has “compelling evidence” that it has achieved its immediate goal of seeing a significant slowing in inflation.The CPI was better than expected in November, with headline inflation rising just 0.1% (1.2% annualized) and core inflation up 0.2% (2.4% annualized).The U.S. stock market SPX, DJIA, COMP on Tuesday initially greeted the CPI report as confirmation that the Fed could begin to let up, but by midday the realization hit that the Fed is going to keep hiking rates.Better than the media saysThe CPI report was actually better than it’s being portrayed by the media, which continue to focus irrationally on year-over-year changes in inflation rather than looking at what has happened since the Fed began raising interest rates nine months ago. For instance, what are we to make of. this incoherent headline in the New York Times: “U.S. Inflation Cools as Consumer Prices Rise 7.1 Percent”?If we don’t want to miss the turning points, we have to shorten our horizon to something less than a year, but not so short that it’s all noise and no signal. Three months is about right.In March 2022, when the Fed first raised rates, inflation was accelerating. From January to March, the CPI had risen at an 11.3% annual rate. That was an alarming inflation rate which called for action by the Fed.But then the Fed raised interest rates at six straight meetings, going from near zero to near 4% and now inflation is decelerating. From September to November, inflation rose at a 3.7% annual rate.That is significant progress in the most relevant measure of inflation.The wrong perspectiveThe progress is much less apparent when the figures are reported on a year-over-year basis, as most media outlets do. From November 2021 to November 2022, inflation rose 7.1% — but that figure is meaningless to our understanding of what the Fed has accomplished because that time frame also includes five months of high inflation from before the Fed acted.Because rate hikes take some time to have an impact on prices and on the economy, they didn’t really start to bite until July. In the five months since then, inflation has slowed to a 2.5% annualized rate, noticeable to anyone who’s looking. The unprecedented rise in interest rates is working to cool off price increases.The progress is even greater when you take into account that almost all of the inflation we’ve suffered recently is coming from higher rents, which are now rising at a 10% annual rate in a lagged response to last year’s incredible 20%+ increase in home prices and tight rental markets.Rents still rising as home prices fallHome prices have now begun to fall in most regions of the U.S. Rents for new tenants have also begun to fall, but rents paid by continuing tenants have lagged behind and could take another year or longer to catch up, according to research by economists at Goldman Sachs. That’s because rents on existing leases tend to reset on an annual basis.Rents are used to compute the costs not only of renters but of homeowners as well. It’s as if we measured champagne prices by looking at how much beer costs.With more than 900,000 multifamily housing units now under construction, the supply constraints will soon begin to ease, reducing pressure on rents, when those units hit the market, likely in the next year or so.Rents have an outsized influence on the CPI, because rents are used to compute the costs not only of renters but of homeowners as well. It’s as if we measured champagne prices by looking at how much beer costs. Yes, there’s some correlation most of the time, but not always.Using rents to measure homeowners’ costs might be an acceptable methodology in normal times, but not now. Based on the increase in rents, the CPI showed that shelter costs for homeowners rose at a 8% annual rate in November. No one believes that’s true. Most homeowners have a fixed-rate mortgage, so principal and interest payments haven’t gone up.The right perspectiveThe best thing to do in this situation is to recognize that we need to exclude shelter costs (which accounts for a third of the CPI) if we want to see where underlying inflation is heading.“Substantial disagreement about the correct way to measure shelter inflation argues for looking at inflation measures that put less weight on shelter inflation, not more, when the decision is of greater consequence,” wrote Goldman Sachs economists Ronnie Walker and David Mericle in a note published in October.The CPI excluding shelter fell 0.2% in November and has risen at just a 1.3% annual rate over the past three months.Even Fed Chair Jerome Powell has acknowledged that a sudden drop in home prices won’t show up in the headline CPI for months, but he’s not acting like he quite believes it. If he did, he’d urge his colleagues at the Fed to pause now and let the full impact of 375 basis points of tightening work on the economy.We know, however, that the Fed won’t pause. The Fed lost too much credibility last year when it missed the rapid increase in inflation as the economy emerged from its pandemic lockdown, and now the Fed is scrambling to restore the public’s trust as an inflation fighter.Unfortunately, that makes a recession nearly inevitable, because the Fed is going to do what it always does: Raise rates too far and push the economy into a job-killing recession.","news_type":1},"isVote":1,"tweetType":1,"viewCount":760,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9921998356,"gmtCreate":1670948972175,"gmtModify":1676538465600,"author":{"id":"3570498584363423","authorId":"3570498584363423","name":"Itstheend","avatar":"https://community-static.tradeup.com/news/38f2cdc567d6d8a0d3deacf0d4a3aaa3","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570498584363423","idStr":"3570498584363423"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9921998356","repostId":"1132954658","repostType":4,"isVote":1,"tweetType":1,"viewCount":1345,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9920903763,"gmtCreate":1670409568653,"gmtModify":1676538362245,"author":{"id":"3570498584363423","authorId":"3570498584363423","name":"Itstheend","avatar":"https://community-static.tradeup.com/news/38f2cdc567d6d8a0d3deacf0d4a3aaa3","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570498584363423","idStr":"3570498584363423"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9920903763","repostId":"2289814769","repostType":4,"repost":{"id":"2289814769","kind":"highlight","pubTimestamp":1670427122,"share":"https://ttm.financial/m/news/2289814769?lang=&edition=full_marsco","pubTime":"2022-12-07 23:32","market":"us","language":"en","title":"3 Supercharged Growth Stocks With 393% to 1,153% Upside in 2023, According to Wall Street","url":"https://stock-news.laohu8.com/highlight/detail?id=2289814769","media":"Motley Fool","summary":"Select Wall Street analysts believe these fast-growing companies could skyrocket next year.","content":"<html><head></head><body><p>This has been a historic year for all the wrong reasons. The bond market has delivered its worst year on record, the <b>S&amp;P 500</b> produced its worst first-half return in 52 years, and the nation&#39;s central bank is aggressively raising interest rates as the stock market plunges. There simply haven&#39;t been many safe havens for investors.</p><p>Yet in spite of these challenges, most Wall Street analysts maintain an optimistic tone. The reason being that recessions and bear markets tend to be short-lived. With the major U.S. indexes eventually erasing corrections, crashes, and bear markets over time, it generally pays to be an optimist.</p><p>However, some analysts are taking optimism to an extreme. Based on the highest price targets issued by Wall Street, the following three supercharged growth stocks offer upside ranging between 393% and 1,153% in 2023.</p><h2>Plug Power: Implied upside of 393%</h2><p>The first fast-paced company with serious upside is hydrogen fuel-cell solution provider <b>Plug Power</b>. According to analyst Amit Dayal of H.C. Wainwright, Plug Power can reach $78. For those of you keeping score at home, this would work out to a near-quintupling in the company&#39;s share price in 2023.</p><p>Dayal&#39;s optimism stems from a number of catalysts. First and foremost is the ongoing shift by most developed countries toward a renewable-energy-driven future. Plug expects to play a key role in supplying fuel cells for vehicles and industrial equipment (e.g., forklifts), as well as building the infrastructure needed to support fuel cell vehicle refueling.</p><p>Additionally, Dayal is excited about management&#39;s efforts to improve operating margin while continuing to rapidly growing sales. Earlier this year, Dayal cited the opening of the company&#39;s fuel cell gigafactory in New York (this occurred in mid-November) and the rollout of next-generation GenDrive units, which are less costly to service, as reasons the company&#39;s margin can improve.</p><p>But the biggest catalyst of all might just be Plug Power&#39;s ability to forge partnerships and joint ventures. It landed an equity investment from SK Group in early 2021 and is working with <b>Renault</b> via a joint venture to go after a significant portion of Europe&#39;s light commercial vehicle market. These partnerships should help lift Plug from just over $500 million in sales in 2021 to a company-forecast $3 billion in revenue by 2025.</p><p>However -- and this is the <i>big</i> &#34;however&#34; -- Plug Power isn&#39;t profitable, and the growing likelihood of a U.S. recession, coupled with high inflation in most developed countries, could coerce businesses and governments to postpone their green-energy transition/spending to a later date.</p><p>With Plug Power already valued at north of $9 billion, a lot of its future sales growth appears to be baked in. Until the company can plant its proverbial feet in the ground and deliver on the bottom line, a $78 price target will be hard to justify.</p><h2>Bionano Genomics: Implied upside of 474%</h2><p>A second supercharged growth stock with monumental upside, at least according to one Wall Street analyst, is small-cap genome analysis company <b>Bionano Genomics</b>. If <b>Oppenheimer</b> analyst Francois Brisebois is correct, Bionano shares will hit $12 in 2023, which would represent an upside of a cool 474%.</p><p>Although Brisebois is the current analyst covering Bionano for Oppenheimer, it was his predecessor, Kevin DeGeeter, who primarily laid out the case for Bionano Genomics running to $12. In DeGeeter&#39;s view, Bionano&#39;s optical genome mapping (OGM) system, known as Saphyr, has demonstrated that it&#39;s faster, less expensive, and in many ways more effective at identifying structural genome variations than other OGM systems.</p><p>One thing investors don&#39;t have to worry about with Bionano Genomics is a lack of data demonstrating Saphyr&#39;s efficacy. Over the past two years, the company has released numerous studies and data points extolling Saphyr&#39;s ability to recognize structural variations in everything from various types of cancer to genetic disorders and recurrent pregnancy loss. In theory, Saphyr can play a key role in helping researchers and drug developers fight hard-to-treat diseases.</p><p>Another positive for Bionano Genomics is its healthy cash position. After its share price went parabolic to begin 2021, management wisely chose to issue stock to raise plenty of capital. The company ended September with approximately $180 million in cash, cash equivalents, and available-for-sale securities.  That&#39;s more than enough to offset quarterly losses as the company continues to innovate and look for ways to expand Saphyr&#39;s utility.</p><p>So, why is Bionano Genomics at $2.09 per share and not $12? The answer to that question largely has to do with Saphyr not being an approved diagnostic system by the U.S. Food and Drug Administration (FDA). Without this approval, Saphyr&#39;s utility is limited within the United States. It&#39;s not exactly clear if and when Saphyr might get the green light from the FDA, either.</p><p>Although Bionano&#39;s cash does provide a somewhat safe floor, the ceiling proposed by Brisebois and DeGeeter doesn&#39;t seem achievable without FDA support.</p><h2>Novavax: Implied upside of 1,153%</h2><p>The third supercharged growth stock with truly jaw-dropping upside potential, based on the price target of one analyst, is biotech stock <b>Novavax</b>. According to H.C. Wainwright analyst Vernon Bernardino, who last updated his firm&#39;s price target in March 2022, Novavax is poised to hit (drum roll) $207 per share. That represents a whopping 1,153% upside from where shares ended this past week.</p><p>Bernardino&#39;s price target, which sits as the high-water mark among covering analysts, was based on the idea that Novavax would receive authorization to sell its protein-based COVID-19 vaccine, NVX-CoV2373, worldwide. Whereas the <b>Moderna</b> and <b>Pfizer</b>/<b>BioNTech</b> vaccines rely on messenger-RNA (mRNA) technology, the Novavax vaccine is differentiated in that it relies on an older and more traditional application of introducing harmless pieces of spike protein to teach a person&#39;s immune system how to fight and/or prevent infection. The thinking here is that folks who were leery of getting an mRNA vaccine might be more willing to receive an initial series or booster shots from Novavax&#39;s protein-based COVID-19 vaccine.</p><p>Something else that&#39;s working in Novavax&#39;s favor is the efficacy of NVX-CoV2373. Only three COVID-19 vaccines have reached the highly coveted 90% vaccine efficacy (VE) level. Those being Moderna (94.1%), Pfizer/BioNTech (95%), and Novavax (90.4%) with its U.S./Mexico trial in 2021. Even though VE is just one measure of efficacy, it&#39;s a strong enough headline number to keep Novavax in the global rotation as a major initial series and booster vaccine player.</p><p>Similar to Bionano, Novavax is swimming with cash. The company ended the third quarter with $1.28 billion in cash and cash equivalents, which is more than enough to cover the future repayment of its convertible notes and fuel ongoing research.  In particular, Novavax could be one of the first drug developers to bring a combination vaccine targeting COVID-19 and influenza to market.</p><p>But even being a shareholder, I don&#39;t in any way foresee $207 as a viable price target for Novavax in 2023. With the company enduring numerous emergency-use filing delays and production snafus, it missed out on most of the low-hanging fruit in developed markets in 2022. Moving forward, it&#39;ll primarily be focusing its attention on recurring booster shots in developed countries and initial series vaccinations in emerging markets.</p><p>While I believe Novavax is an amazing value at its current share price, it could take a couple of quarters before Wall Street realizes that as well. If sales growth continues, losses shrink, and the company advances its combination vaccines, it could certainly end 2023 on a much higher note than it&#39;ll finish 2022.</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>3 Supercharged Growth Stocks With 393% to 1,153% Upside in 2023, According to Wall Street</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\">\n3 Supercharged Growth Stocks With 393% to 1,153% Upside in 2023, According to Wall Street\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-07 23:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/12/06/3-growth-stocks-with-393-to-1153-upside-in-2023/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>This has been a historic year for all the wrong reasons. The bond market has delivered its worst year on record, the S&P 500 produced its worst first-half return in 52 years, and the nation's central ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/12/06/3-growth-stocks-with-393-to-1153-upside-in-2023/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BNGO":"Bionano Genomics","PLUG":"普拉格能源","NVAX":"诺瓦瓦克斯医药"},"source_url":"https://www.fool.com/investing/2022/12/06/3-growth-stocks-with-393-to-1153-upside-in-2023/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2289814769","content_text":"This has been a historic year for all the wrong reasons. The bond market has delivered its worst year on record, the S&P 500 produced its worst first-half return in 52 years, and the nation's central bank is aggressively raising interest rates as the stock market plunges. There simply haven't been many safe havens for investors.Yet in spite of these challenges, most Wall Street analysts maintain an optimistic tone. The reason being that recessions and bear markets tend to be short-lived. With the major U.S. indexes eventually erasing corrections, crashes, and bear markets over time, it generally pays to be an optimist.However, some analysts are taking optimism to an extreme. Based on the highest price targets issued by Wall Street, the following three supercharged growth stocks offer upside ranging between 393% and 1,153% in 2023.Plug Power: Implied upside of 393%The first fast-paced company with serious upside is hydrogen fuel-cell solution provider Plug Power. According to analyst Amit Dayal of H.C. Wainwright, Plug Power can reach $78. For those of you keeping score at home, this would work out to a near-quintupling in the company's share price in 2023.Dayal's optimism stems from a number of catalysts. First and foremost is the ongoing shift by most developed countries toward a renewable-energy-driven future. Plug expects to play a key role in supplying fuel cells for vehicles and industrial equipment (e.g., forklifts), as well as building the infrastructure needed to support fuel cell vehicle refueling.Additionally, Dayal is excited about management's efforts to improve operating margin while continuing to rapidly growing sales. Earlier this year, Dayal cited the opening of the company's fuel cell gigafactory in New York (this occurred in mid-November) and the rollout of next-generation GenDrive units, which are less costly to service, as reasons the company's margin can improve.But the biggest catalyst of all might just be Plug Power's ability to forge partnerships and joint ventures. It landed an equity investment from SK Group in early 2021 and is working with Renault via a joint venture to go after a significant portion of Europe's light commercial vehicle market. These partnerships should help lift Plug from just over $500 million in sales in 2021 to a company-forecast $3 billion in revenue by 2025.However -- and this is the big \"however\" -- Plug Power isn't profitable, and the growing likelihood of a U.S. recession, coupled with high inflation in most developed countries, could coerce businesses and governments to postpone their green-energy transition/spending to a later date.With Plug Power already valued at north of $9 billion, a lot of its future sales growth appears to be baked in. Until the company can plant its proverbial feet in the ground and deliver on the bottom line, a $78 price target will be hard to justify.Bionano Genomics: Implied upside of 474%A second supercharged growth stock with monumental upside, at least according to one Wall Street analyst, is small-cap genome analysis company Bionano Genomics. If Oppenheimer analyst Francois Brisebois is correct, Bionano shares will hit $12 in 2023, which would represent an upside of a cool 474%.Although Brisebois is the current analyst covering Bionano for Oppenheimer, it was his predecessor, Kevin DeGeeter, who primarily laid out the case for Bionano Genomics running to $12. In DeGeeter's view, Bionano's optical genome mapping (OGM) system, known as Saphyr, has demonstrated that it's faster, less expensive, and in many ways more effective at identifying structural genome variations than other OGM systems.One thing investors don't have to worry about with Bionano Genomics is a lack of data demonstrating Saphyr's efficacy. Over the past two years, the company has released numerous studies and data points extolling Saphyr's ability to recognize structural variations in everything from various types of cancer to genetic disorders and recurrent pregnancy loss. In theory, Saphyr can play a key role in helping researchers and drug developers fight hard-to-treat diseases.Another positive for Bionano Genomics is its healthy cash position. After its share price went parabolic to begin 2021, management wisely chose to issue stock to raise plenty of capital. The company ended September with approximately $180 million in cash, cash equivalents, and available-for-sale securities.  That's more than enough to offset quarterly losses as the company continues to innovate and look for ways to expand Saphyr's utility.So, why is Bionano Genomics at $2.09 per share and not $12? The answer to that question largely has to do with Saphyr not being an approved diagnostic system by the U.S. Food and Drug Administration (FDA). Without this approval, Saphyr's utility is limited within the United States. It's not exactly clear if and when Saphyr might get the green light from the FDA, either.Although Bionano's cash does provide a somewhat safe floor, the ceiling proposed by Brisebois and DeGeeter doesn't seem achievable without FDA support.Novavax: Implied upside of 1,153%The third supercharged growth stock with truly jaw-dropping upside potential, based on the price target of one analyst, is biotech stock Novavax. According to H.C. Wainwright analyst Vernon Bernardino, who last updated his firm's price target in March 2022, Novavax is poised to hit (drum roll) $207 per share. That represents a whopping 1,153% upside from where shares ended this past week.Bernardino's price target, which sits as the high-water mark among covering analysts, was based on the idea that Novavax would receive authorization to sell its protein-based COVID-19 vaccine, NVX-CoV2373, worldwide. Whereas the Moderna and Pfizer/BioNTech vaccines rely on messenger-RNA (mRNA) technology, the Novavax vaccine is differentiated in that it relies on an older and more traditional application of introducing harmless pieces of spike protein to teach a person's immune system how to fight and/or prevent infection. The thinking here is that folks who were leery of getting an mRNA vaccine might be more willing to receive an initial series or booster shots from Novavax's protein-based COVID-19 vaccine.Something else that's working in Novavax's favor is the efficacy of NVX-CoV2373. Only three COVID-19 vaccines have reached the highly coveted 90% vaccine efficacy (VE) level. Those being Moderna (94.1%), Pfizer/BioNTech (95%), and Novavax (90.4%) with its U.S./Mexico trial in 2021. Even though VE is just one measure of efficacy, it's a strong enough headline number to keep Novavax in the global rotation as a major initial series and booster vaccine player.Similar to Bionano, Novavax is swimming with cash. The company ended the third quarter with $1.28 billion in cash and cash equivalents, which is more than enough to cover the future repayment of its convertible notes and fuel ongoing research.  In particular, Novavax could be one of the first drug developers to bring a combination vaccine targeting COVID-19 and influenza to market.But even being a shareholder, I don't in any way foresee $207 as a viable price target for Novavax in 2023. With the company enduring numerous emergency-use filing delays and production snafus, it missed out on most of the low-hanging fruit in developed markets in 2022. Moving forward, it'll primarily be focusing its attention on recurring booster shots in developed countries and initial series vaccinations in emerging markets.While I believe Novavax is an amazing value at its current share price, it could take a couple of quarters before Wall Street realizes that as well. If sales growth continues, losses shrink, and the company advances its combination vaccines, it could certainly end 2023 on a much higher note than it'll finish 2022.","news_type":1},"isVote":1,"tweetType":1,"viewCount":739,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9965369442,"gmtCreate":1669896318186,"gmtModify":1676538265383,"author":{"id":"3570498584363423","authorId":"3570498584363423","name":"Itstheend","avatar":"https://community-static.tradeup.com/news/38f2cdc567d6d8a0d3deacf0d4a3aaa3","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570498584363423","idStr":"3570498584363423"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9965369442","repostId":"1155654122","repostType":4,"repost":{"id":"1155654122","kind":"news","pubTimestamp":1669909390,"share":"https://ttm.financial/m/news/1155654122?lang=&edition=full_marsco","pubTime":"2022-12-01 23:43","market":"us","language":"en","title":"Will iPhone 14 Troubles Drag Apple Stock in December?","url":"https://stock-news.laohu8.com/highlight/detail?id=1155654122","media":"The Street","summary":"The holiday quarter is shaping up to be a tough one for Apple due to supply issues. Should Apple sto","content":"<html><head></head><body><ul><li>The holiday quarter is shaping up to be a tough one for Apple due to supply issues. Should Apple stock investors worry?</li></ul><p>The news flow continues to be predominantly bearish for <a href=\"https://laohu8.com/S/AAPL\">Apple</a> stock and its investors. So far this post-Thanksgiving week, shares have already dipped 5%, a good bit more than the S&amp;P 500’s more modest decline.</p><p>The culprit remains the same of the past few weeks: the shortage of iPhone 14 Pro and Pro Max devices. Could this be the beginning of a decline in share price that persists through December, or just a bump in the road that AAPL investors should largely ignore?</p><h3>Too few iPhone 14 Pro to sell</h3><p>Most recently, Bloomberg reported that Apple’s iPhone Pro sales could take a hit to the tune of 6 million units this year.</p><p>ItauBBA’s Thiago Kapulskis is just about the only analyst on the Street with an underperform rating on Apple stock. At least so far, Kapulskis has proven right in his caution toward iPhone unit sales estimates in the holiday quarter. In his most recent note, he said:</p><p>“This reduction of 6 million units, if it occurs, represents ~7% reduction in relation to Apple’s initial expectations. This, in our view, increases the risk for estimates, especially as it is mainly about the high-end models (iPhone Pro), which is where the market is more focused.”</p><p>More upbeat is Webush’s Dan Ives, who acknowledges the “absolute body blow” that this supply issue has been – but he sees the silver lining. According to the analyst, demand for the iPhone remains robust, which should help to support sales past the holiday period.</p><h3>My take on Apple stock vs. iPhone worries</h3><p>To me, the market is not wrong in its bearish knee-jerk reaction to the news coming out of China. The holiday quarter is the big one for Apple, when the Cupertino company tends to generate about one-third of its full-year revenues.</p><p>Keep in mind that, in the market, there aren’t only long-term investors exchanging AAPL shares. Traders making short-term bets are an important diving force as well. As it stands, Apple seems to be facing a rough fiscal Q1 quarter, and the January earnings print could disappoint.</p><p>However, as the reader probably knows, I think that Apple is a stock to own, and not trade – an idea that CNBC’s Jim Cramer has also defended. Therefore, I try to put this quarter’s supply issues in the context of Apple’s long-term prospects.</p><p>Let’s do some math: 6 million fewer units of the iPhone Pro sold in fiscal Q1, at an ASP of $1,100, adds up to $6.6 billion in lost or delayed sales. This figure represents about 5% of Apple’s total quarter revenues in the holiday period last year.</p><p>If I assume gross margin of 35%, which is consistent with Apple’s product margin as a whole, the impact to the bottom line could be $1.9 billion after tax, or 12 cents per share. Assign a multiple of 25 times, and we are looking at impact to share price of $3, which is next to nothing.</p><p>And keep in mind: 6 million fewer iPhone 14 Pro units sold in the quarter does not mean lost sales, necessarily. At least a good chunk of this total could merely be pushed forward, with revenues finally being recognized in the March 2023 quarter.</p><p>The point is that, in my opinion, Apple’s current supply issues should not be too big of a concern in the grand scheme of things – unless one assumes that this will be a recurring problem well into next year.</p><p>In a nutshell: it makes sense to me that Apple stock is under pressure for now. But if the share price continues to decline, the dip could prove to be an opportunity for long-term investors to buy the stock for cheaper and realize the potential gains over time.</p></body></html>","source":"lsy1610613172068","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>Will iPhone 14 Troubles Drag Apple Stock in December?</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\">\nWill iPhone 14 Troubles Drag Apple Stock in December?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-01 23:43 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/apple/iphone/will-iphone-14-troubles-dr><strong>The Street</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The holiday quarter is shaping up to be a tough one for Apple due to supply issues. Should Apple stock investors worry?The news flow continues to be predominantly bearish for Apple stock and its ...</p>\n\n<a href=\"https://www.thestreet.com/apple/iphone/will-iphone-14-troubles-dr\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.thestreet.com/apple/iphone/will-iphone-14-troubles-dr","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155654122","content_text":"The holiday quarter is shaping up to be a tough one for Apple due to supply issues. Should Apple stock investors worry?The news flow continues to be predominantly bearish for Apple stock and its investors. So far this post-Thanksgiving week, shares have already dipped 5%, a good bit more than the S&P 500’s more modest decline.The culprit remains the same of the past few weeks: the shortage of iPhone 14 Pro and Pro Max devices. Could this be the beginning of a decline in share price that persists through December, or just a bump in the road that AAPL investors should largely ignore?Too few iPhone 14 Pro to sellMost recently, Bloomberg reported that Apple’s iPhone Pro sales could take a hit to the tune of 6 million units this year.ItauBBA’s Thiago Kapulskis is just about the only analyst on the Street with an underperform rating on Apple stock. At least so far, Kapulskis has proven right in his caution toward iPhone unit sales estimates in the holiday quarter. In his most recent note, he said:“This reduction of 6 million units, if it occurs, represents ~7% reduction in relation to Apple’s initial expectations. This, in our view, increases the risk for estimates, especially as it is mainly about the high-end models (iPhone Pro), which is where the market is more focused.”More upbeat is Webush’s Dan Ives, who acknowledges the “absolute body blow” that this supply issue has been – but he sees the silver lining. According to the analyst, demand for the iPhone remains robust, which should help to support sales past the holiday period.My take on Apple stock vs. iPhone worriesTo me, the market is not wrong in its bearish knee-jerk reaction to the news coming out of China. The holiday quarter is the big one for Apple, when the Cupertino company tends to generate about one-third of its full-year revenues.Keep in mind that, in the market, there aren’t only long-term investors exchanging AAPL shares. Traders making short-term bets are an important diving force as well. As it stands, Apple seems to be facing a rough fiscal Q1 quarter, and the January earnings print could disappoint.However, as the reader probably knows, I think that Apple is a stock to own, and not trade – an idea that CNBC’s Jim Cramer has also defended. Therefore, I try to put this quarter’s supply issues in the context of Apple’s long-term prospects.Let’s do some math: 6 million fewer units of the iPhone Pro sold in fiscal Q1, at an ASP of $1,100, adds up to $6.6 billion in lost or delayed sales. This figure represents about 5% of Apple’s total quarter revenues in the holiday period last year.If I assume gross margin of 35%, which is consistent with Apple’s product margin as a whole, the impact to the bottom line could be $1.9 billion after tax, or 12 cents per share. Assign a multiple of 25 times, and we are looking at impact to share price of $3, which is next to nothing.And keep in mind: 6 million fewer iPhone 14 Pro units sold in the quarter does not mean lost sales, necessarily. At least a good chunk of this total could merely be pushed forward, with revenues finally being recognized in the March 2023 quarter.The point is that, in my opinion, Apple’s current supply issues should not be too big of a concern in the grand scheme of things – unless one assumes that this will be a recurring problem well into next year.In a nutshell: it makes sense to me that Apple stock is under pressure for now. But if the share price continues to decline, the dip could prove to be an opportunity for long-term investors to buy the stock for cheaper and realize the potential gains over time.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1336,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9968660780,"gmtCreate":1669212414441,"gmtModify":1676538167864,"author":{"id":"3570498584363423","authorId":"3570498584363423","name":"Itstheend","avatar":"https://community-static.tradeup.com/news/38f2cdc567d6d8a0d3deacf0d4a3aaa3","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570498584363423","idStr":"3570498584363423"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9968660780","repostId":"1145116426","repostType":4,"isVote":1,"tweetType":1,"viewCount":1051,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9961838306,"gmtCreate":1668907726805,"gmtModify":1676538126305,"author":{"id":"3570498584363423","authorId":"3570498584363423","name":"Itstheend","avatar":"https://community-static.tradeup.com/news/38f2cdc567d6d8a0d3deacf0d4a3aaa3","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570498584363423","idStr":"3570498584363423"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9961838306","repostId":"2284785084","repostType":4,"isVote":1,"tweetType":1,"viewCount":1431,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9961306871,"gmtCreate":1668827966993,"gmtModify":1676538119308,"author":{"id":"3570498584363423","authorId":"3570498584363423","name":"Itstheend","avatar":"https://community-static.tradeup.com/news/38f2cdc567d6d8a0d3deacf0d4a3aaa3","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570498584363423","idStr":"3570498584363423"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":14,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9961306871","repostId":"1143890380","repostType":4,"repost":{"id":"1143890380","kind":"news","pubTimestamp":1668822759,"share":"https://ttm.financial/m/news/1143890380?lang=&edition=full_marsco","pubTime":"2022-11-19 09:52","market":"us","language":"en","title":"Sea Limited: Profitability May Be Around The Corner","url":"https://stock-news.laohu8.com/highlight/detail?id=1143890380","media":"Seeking Alpha","summary":"SummaryFurther uncertainty for Sea Limited's Garena as its QAU did not stabilize as expected. New ga","content":"<html><head></head><body><h3>Summary</h3><ul><li>Further uncertainty for Sea Limited&#39;s Garena as its QAU did not stabilize as expected. New games were launched in recent months.</li><li>Shopee’s race to profitability has accelerated as shown in the material improvements in unit economics, and they are expected to be profitable by FY23.</li><li>SeaBank&#39;s credit business is growing strongly and its overall credit business is profitable and cash flow positive. Its revenue now makes up 10.4% of its overall revenue.</li><li>Execution has been on point in attaining profitability although that resulted in declining growth in FY22. Management believes growth can reaccelerate once it achieves profitability.</li><li>Sea Limited has sufficient cash reserves to pay off the convertible notes.</li></ul><h3>Investment Thesis</h3><p><a href=\"https://laohu8.com/S/SE\">Sea Limited</a> has come under much scrutiny in the past 2 years as the shift in focus from growth to profitability and macro headwinds have led to a massive growth decline across itsShopee and Garena units. While this is unfortunate, management has executed brilliantly so far to turn the company into an increasingly self-sufficient business in the near term.</p><p>In this article, I attempt to dive deeper into itsQ3 2022 resultand provide an overall analysis of the earnings. Although I’d like to highlight that the management has explicitly stated that growth can reaccelerate after attaining profitability and that they have a sufficient cash reserve to pay off the convertible notes sitting on the balance sheet.</p><h3>Garena<img src=\"https://static.tigerbbs.com/ab8fe0ed7909a98b7fdf0b930bc362df\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/></h3><p>SE 10-Q</p><p><img src=\"https://static.tigerbbs.com/8386bb1c95c3d5300e1fe0f371528199\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/></p><p>SE 10-Q</p><p>Garena’s QAU and QPU continued to decline sequentially, as the management’s anticipation of its user base stabilizing did not materialize. The macro headwinds continue to be a headache, and it seems that there is more uncertainty lying ahead for Garena Free Fire. The key forward is to focus on launching new games, with games such asPrimitive EraandBlack Clover Mobilelaunching recently. While this indicates that management is working hard to reaccelerate Garena’s growth, it is important to recognize that the success of games is not guaranteed, and this is the bigger uncertainty for the business. As a result, this caused its adjusted EBITDA margin to further decline to 32.5% during the quarter.</p><p>Additionally, management states that the expiry of the agreement with Riot Games will have no impact on Garena’s publishing business, and Garena is seeking other top-game developers for their publishing business.</p><p>Shopee<img src=\"https://static.tigerbbs.com/79b7f33be279fa015f52addd35b55d96\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/>SE 10-Q<img src=\"https://static.tigerbbs.com/6aaff49a0ba8c901eadda2b7cf01a391\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/>SE 10-Q</p><p>Shopee’s GMV grew 14% Y/Y and the number of orders grew 18% Y/Y, a continuous decline in the past couple of quarters. This is a result of management pulling back on its sales and marketing (“S&amp;M”) expenses, exiting multiple markets, cutting costs aggressively (such as hiring), and lastly, the lower consumer discretionary spending. This is in contrast to Lazada (NYSE: BABA), as the number oforders declined Y/Yand they are also prioritizing profitability through increased monetization.</p><p>While this does show that consumers continue to spend on Shopee in SEA, its GMV and number of orders are partially contributed by Shopee Brazil. In a tough macro environment, Shopee experienced a 36% Y/Y growth in the number of brands on the platform, indicating that Shopee is an increasingly important partner in growing its online revenue.<img src=\"https://static.tigerbbs.com/7e09e1e030c482f41afaf8695896f9ec\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/>SE 10-Q</p><p>The more important portion is Shopee’s improvement in profitability. Its overall adjusted EBITDA loss per order continues to improve by 23.5% sequentially, and more specifically, Shopee Brazil’s loss per order improved by 27.5% sequentially during the quarter as compared to 6.6% in the last quarter. Moreover, Shopee is expected to attain profitability by FY23 instead of FY25 as previously guided by the management. This goes to show that the management has made great strides in pursuing profitability, which is impressive in my view. Once it attained self-sufficiency, growth can reaccelerate, although, the management is expecting flat or negative growth in certain metrics in the near term.</p><h3>SeaBank</h3><p><i>Note that I will be using “SeaBank” and “SeaMoney” interchangeably.</i></p><p><img src=\"https://static.tigerbbs.com/0f0cb77d6ac22f50a1208eaf075db51c\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/></p><p>SE 10-Q</p><p>SeaMoney’s loan receivables grew 46% from 4Q21 and 110% from 3Q21 to $2.2 billion. These are loans provided to customers whereby SeaMoney generates revenue by charging interest rates, and it has been growing quickly. In myprevious article, I showed that in Sep 2022, SeaBank Indonesia grew its loans and customer deposits by 111% Y/Y and 147% Y/Y, respectively, and the launch of ShopeePay in Brazil. During the earnings call, management stated that the credit business is profitable and cash flow positive, and it will be focusing on growing this business in Southeast Asia (“SEA”) and Brazil.</p><p>Additionally, they have also said to diversify their source of funding for the credit business, which I believe is to seek third-party financing partners to reduce the capital required for the business and at the same time, reduce credit risk. Similar to Bank Jago (IDX: ARTO), SeaBank may utilize the data of its partners to help improve the non-performing loans and scale its lending. Readers who are unaware of SeaBank’s business model can head to mydeep diveinto the company.</p><p><img src=\"https://static.tigerbbs.com/2de194897c03f180f99a0dd2b75bf2d0\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/></p><p>SE 10-Q</p><p><img src=\"https://static.tigerbbs.com/5932cc09aca0134084217800afb30399\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/></p><p>SE 10-Q</p><p><img src=\"https://static.tigerbbs.com/6205c82c79c753720862ed8385dd0e2a\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/></p><p>SE 10-Q</p><p>As a result of its growing deposits and loan books, its Q3 2022 revenue grew 147% Y/Y, and it has been increasingly making up a bigger portion of its overall revenue at 10.4% this quarter. Management had also been deliberate in cutting down on S&amp;M expenses and combined with its acceleration revenue growth, its adjusted EBITDA margin has improved massively to -20.7% during the quarter. This is compared to -40% in 2Q22 and -120.3% a year ago.</p><h3>Sufficient Cash Reserves To Pay off Convertible Notes<img src=\"https://static.tigerbbs.com/4ff585449530fce4084e7d1447e077b4\" tg-width=\"1280\" tg-height=\"798\" referrerpolicy=\"no-referrer\"/></h3><p>SE 10-Q</p><p>One of the biggest concerns about Sea Limited for investors is the cash burn rate, as they fear that the company does not have enough sufficient cash reserves to pay off convertible notes maturing in 2026. However, not only did the cash outflow slow in Q3 2022, but the management has also hinted that there are sufficient cash reserves to pay off the convertible notes:</p><blockquote>“We aim to continue to maintain a net cash position, after budgeting for the full retirement in cash of outstanding convertible bonds and assuming no external funding.”</blockquote><h3>Conclusion</h3><p>Overall, this was a pretty decent quarter for Sea Limited, as we could see that they had made huge improvements on the road to profitability, particularly for Shopee. While that comes at a growth trade-off, management has indicated that Shopee can reaccelerate its growth after attaining profitability in FY23, which is pulled forward from FY25 as guided previously.</p><p>Garena&#39;s results continue to be a concern as macro seems to have a longer-than-expected impact on its user base and its profitability as a result has been trending downwards over the past couple of quarters. Management has been working hard on its gaming pipelines, although the uncertainty lies in the successes of these new games and whether they could reaccelerate their growth in the future.</p><p>SeaBank has been growing its top line really quickly and huge improvements were made on the bottom line as well. Furthermore, the overall credit business is profitable and is generating positive cash flow, and has been increasingly making up a larger proportion of its total revenue. I continue to believe that this can be a potential growth driver for Sea Limited.</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>Sea Limited: Profitability May Be Around The Corner</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\">\nSea Limited: Profitability May Be Around The Corner\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-19 09:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4559176-sea-limited-profitability-may-be-around-the-corner><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryFurther uncertainty for Sea Limited's Garena as its QAU did not stabilize as expected. New games were launched in recent months.Shopee’s race to profitability has accelerated as shown in the ...</p>\n\n<a href=\"https://seekingalpha.com/article/4559176-sea-limited-profitability-may-be-around-the-corner\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd"},"source_url":"https://seekingalpha.com/article/4559176-sea-limited-profitability-may-be-around-the-corner","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143890380","content_text":"SummaryFurther uncertainty for Sea Limited's Garena as its QAU did not stabilize as expected. New games were launched in recent months.Shopee’s race to profitability has accelerated as shown in the material improvements in unit economics, and they are expected to be profitable by FY23.SeaBank's credit business is growing strongly and its overall credit business is profitable and cash flow positive. Its revenue now makes up 10.4% of its overall revenue.Execution has been on point in attaining profitability although that resulted in declining growth in FY22. Management believes growth can reaccelerate once it achieves profitability.Sea Limited has sufficient cash reserves to pay off the convertible notes.Investment ThesisSea Limited has come under much scrutiny in the past 2 years as the shift in focus from growth to profitability and macro headwinds have led to a massive growth decline across itsShopee and Garena units. While this is unfortunate, management has executed brilliantly so far to turn the company into an increasingly self-sufficient business in the near term.In this article, I attempt to dive deeper into itsQ3 2022 resultand provide an overall analysis of the earnings. Although I’d like to highlight that the management has explicitly stated that growth can reaccelerate after attaining profitability and that they have a sufficient cash reserve to pay off the convertible notes sitting on the balance sheet.GarenaSE 10-QSE 10-QGarena’s QAU and QPU continued to decline sequentially, as the management’s anticipation of its user base stabilizing did not materialize. The macro headwinds continue to be a headache, and it seems that there is more uncertainty lying ahead for Garena Free Fire. The key forward is to focus on launching new games, with games such asPrimitive EraandBlack Clover Mobilelaunching recently. While this indicates that management is working hard to reaccelerate Garena’s growth, it is important to recognize that the success of games is not guaranteed, and this is the bigger uncertainty for the business. As a result, this caused its adjusted EBITDA margin to further decline to 32.5% during the quarter.Additionally, management states that the expiry of the agreement with Riot Games will have no impact on Garena’s publishing business, and Garena is seeking other top-game developers for their publishing business.ShopeeSE 10-QSE 10-QShopee’s GMV grew 14% Y/Y and the number of orders grew 18% Y/Y, a continuous decline in the past couple of quarters. This is a result of management pulling back on its sales and marketing (“S&M”) expenses, exiting multiple markets, cutting costs aggressively (such as hiring), and lastly, the lower consumer discretionary spending. This is in contrast to Lazada (NYSE: BABA), as the number oforders declined Y/Yand they are also prioritizing profitability through increased monetization.While this does show that consumers continue to spend on Shopee in SEA, its GMV and number of orders are partially contributed by Shopee Brazil. In a tough macro environment, Shopee experienced a 36% Y/Y growth in the number of brands on the platform, indicating that Shopee is an increasingly important partner in growing its online revenue.SE 10-QThe more important portion is Shopee’s improvement in profitability. Its overall adjusted EBITDA loss per order continues to improve by 23.5% sequentially, and more specifically, Shopee Brazil’s loss per order improved by 27.5% sequentially during the quarter as compared to 6.6% in the last quarter. Moreover, Shopee is expected to attain profitability by FY23 instead of FY25 as previously guided by the management. This goes to show that the management has made great strides in pursuing profitability, which is impressive in my view. Once it attained self-sufficiency, growth can reaccelerate, although, the management is expecting flat or negative growth in certain metrics in the near term.SeaBankNote that I will be using “SeaBank” and “SeaMoney” interchangeably.SE 10-QSeaMoney’s loan receivables grew 46% from 4Q21 and 110% from 3Q21 to $2.2 billion. These are loans provided to customers whereby SeaMoney generates revenue by charging interest rates, and it has been growing quickly. In myprevious article, I showed that in Sep 2022, SeaBank Indonesia grew its loans and customer deposits by 111% Y/Y and 147% Y/Y, respectively, and the launch of ShopeePay in Brazil. During the earnings call, management stated that the credit business is profitable and cash flow positive, and it will be focusing on growing this business in Southeast Asia (“SEA”) and Brazil.Additionally, they have also said to diversify their source of funding for the credit business, which I believe is to seek third-party financing partners to reduce the capital required for the business and at the same time, reduce credit risk. Similar to Bank Jago (IDX: ARTO), SeaBank may utilize the data of its partners to help improve the non-performing loans and scale its lending. Readers who are unaware of SeaBank’s business model can head to mydeep diveinto the company.SE 10-QSE 10-QSE 10-QAs a result of its growing deposits and loan books, its Q3 2022 revenue grew 147% Y/Y, and it has been increasingly making up a bigger portion of its overall revenue at 10.4% this quarter. Management had also been deliberate in cutting down on S&M expenses and combined with its acceleration revenue growth, its adjusted EBITDA margin has improved massively to -20.7% during the quarter. This is compared to -40% in 2Q22 and -120.3% a year ago.Sufficient Cash Reserves To Pay off Convertible NotesSE 10-QOne of the biggest concerns about Sea Limited for investors is the cash burn rate, as they fear that the company does not have enough sufficient cash reserves to pay off convertible notes maturing in 2026. However, not only did the cash outflow slow in Q3 2022, but the management has also hinted that there are sufficient cash reserves to pay off the convertible notes:“We aim to continue to maintain a net cash position, after budgeting for the full retirement in cash of outstanding convertible bonds and assuming no external funding.”ConclusionOverall, this was a pretty decent quarter for Sea Limited, as we could see that they had made huge improvements on the road to profitability, particularly for Shopee. While that comes at a growth trade-off, management has indicated that Shopee can reaccelerate its growth after attaining profitability in FY23, which is pulled forward from FY25 as guided previously.Garena's results continue to be a concern as macro seems to have a longer-than-expected impact on its user base and its profitability as a result has been trending downwards over the past couple of quarters. Management has been working hard on its gaming pipelines, although the uncertainty lies in the successes of these new games and whether they could reaccelerate their growth in the future.SeaBank has been growing its top line really quickly and huge improvements were made on the bottom line as well. Furthermore, the overall credit business is profitable and is generating positive cash flow, and has been increasingly making up a larger proportion of its total revenue. I continue to believe that this can be a potential growth driver for Sea Limited.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1688,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9969876080,"gmtCreate":1668414370040,"gmtModify":1676538052766,"author":{"id":"3570498584363423","authorId":"3570498584363423","name":"Itstheend","avatar":"https://community-static.tradeup.com/news/38f2cdc567d6d8a0d3deacf0d4a3aaa3","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570498584363423","idStr":"3570498584363423"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9969876080","repostId":"1150919283","repostType":4,"isVote":1,"tweetType":1,"viewCount":1329,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9960539184,"gmtCreate":1668207689848,"gmtModify":1676538027401,"author":{"id":"3570498584363423","authorId":"3570498584363423","name":"Itstheend","avatar":"https://community-static.tradeup.com/news/38f2cdc567d6d8a0d3deacf0d4a3aaa3","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570498584363423","idStr":"3570498584363423"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9960539184","repostId":"1129448010","repostType":4,"repost":{"id":"1129448010","kind":"news","pubTimestamp":1668180841,"share":"https://ttm.financial/m/news/1129448010?lang=&edition=full_marsco","pubTime":"2022-11-11 23:34","market":"us","language":"en","title":"CPI: A Relief For Markets But Details Only Moderately Bullish","url":"https://stock-news.laohu8.com/highlight/detail?id=1129448010","media":"Seeking Alpha","summary":"SummaryWe summarize key data and provide in-depth analysis of the monthly Consumer Price Index (CPI)","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>We summarize key data and provide in-depth analysis of the monthly Consumer Price Index (CPI) report released by the U.S. Bureau of Labor Statistics (BLS).</li><li>All Items and Core CPI inflation were significantly below expectations.</li><li>Results were significantly impacted by &#34;one-off&#34; results in a few volatile items.</li><li>Overall, the report should be received with &#34;relief&#34; by bond and equity markets.  This month’s CPI should provide a &#34;window of opportunity&#34; - all other factors remaining equal - for bond and stock markets to rally between now and the next CPI report.</li></ul><p><b>Summary Data and Analysis</b></p><p>Figure 1 below highlights key summary data and analysis for this month’s All Items CPI.</p><p><b>Figure 1: All Items: Change, Acceleration, Expectations &amp; Surprise</b></p><p><img src=\"https://static.tigerbbs.com/ac944013c561cbd51419e48b3b0191d4\" tg-width=\"640\" tg-height=\"201\" referrerpolicy=\"no-referrer\"/></p><p>All Items CPI(BLS, Investor Acumen)</p><p><i>Source: BLS, Investing.com, Investor Acumen</i></p><p>As can be seen above, All-Items CPI decelerated significantly and significantly surprised to the downside.</p><p>Figure 2 below highlights key summary data and analysis for this month’s Core CPI.</p><p><b>Figure 2: Core: Change, Acceleration, Expectations &amp; Surprise</b></p><p><img src=\"https://static.tigerbbs.com/6f264b104d5a955d3fb515054f5dece2\" tg-width=\"640\" tg-height=\"201\" referrerpolicy=\"no-referrer\"/></p><p>Core CPI(BLS, Investor Acumen)</p><p><i>Source: BLS, Investing.com, Investor Acumen</i></p><p>As can be seen above, Core CPI also decelerated significantly, providing a significant downside surprise.</p><p><b>Analysis of Contributions of Key Aggregate Components of CPI</b></p><p>In Figure 3, we display the contributions to CPI inflation of five major aggregate components to the MoM (month-over-month) change in CPI and the MoM acceleration of CPI.</p><p><b>Figure 3: Analysis of Key Aggregate Components of CPI</b></p><p><img src=\"https://static.tigerbbs.com/8c424208ff68f6001105ee86af25625a\" tg-width=\"640\" tg-height=\"231\" referrerpolicy=\"no-referrer\"/></p><p>Aggregate CPI Component Analysis(BLS, Investor Acumen)</p><p><i>Source: BLS, Investor Acumen</i></p><p>We will briefly review how to interpret the table above (as well as other tables in this report), describing each column from left to right. The first column contains the MoM percent change for the current month. The second column contains the MoM percent change in the prior month. The third column contains the MoM acceleration – i.e. the difference between the percent change this month minus the percent change last month. The fourth column contains the Cumulative Contribution to the percent MoM change of CPI. This describes exactly how much each component contributed to the cumulative All Items MoM percent change in CPI. The sum of the values in this column will yield the MoM percent change of All Items CPI (with minor discrepancy due to rounding). Finally, the rightmost column contains the Cumulative Contribution to MoM Acceleration of All Items CPI. The sum of the contributions in this column adds up to the MoM Acceleration of All Items CPI. Although all five columns provide important information, we recommend that readers pay special attention to the rightmost column (Cumulative Contribution to Acceleration) as it reveals exactly what drove the MoM acceleration/deceleration in CPI during the current month compared to the prior month.</p><p>As can be seen in the table above, Core Services ex Housing and Core Goods decelerated very significantly, accounting for most of the overall deceleration in CPI. More details will be provided below.</p><p><b>Analysis of CPI Components that Contributed Most to Change &amp; Acceleration of CPI</b></p><p>In the following section, we perform the same contribution analysis as above, but at a more granular level of detail. In Figure 4 below, we list the top 10 CPI components (most granular level) that contributed negatively and positively to the MoM percent change in All Items CPI. These contributions take into account both the magnitude of the MoM change in each component as well as the weight of each component in All Items CPI.</p><p><b>Figure 4: Top Contributors to MoM Percent Change</b></p><p><img src=\"https://static.tigerbbs.com/1c5eb11c7ef16be2432eb9d0345e7896\" tg-width=\"640\" tg-height=\"400\" referrerpolicy=\"no-referrer\"/></p><p>Top CPI Contributors(BLS, Investor Acumen)</p><p><i>Source: BLS, Investor Acumen</i></p><p>One thing that emerges from this analysis is that a significant share of the deceleration of core CPI this month came from relatively volatile items, that might be considered &#34;one-offs&#34;. For example, the significant decline in new and used car prices and health insurance may not be representative of core inflationary dynamics.</p><p>In Figure 5 below, we list the top 10 CPI components, at the most granular level, that contributed negatively and positively to the MoM acceleration (expressed in percent change) of All Items CPI. These contributions take into account both the magnitude of the MoM accelerations in the components as well as the weight of each component All Items CPI.</p><p><b>Figure 5: Top Contributors to MoM Acceleration</b></p><p><img src=\"https://static.tigerbbs.com/12530cb431b76e29e34a948288b58b42\" tg-width=\"640\" tg-height=\"400\" referrerpolicy=\"no-referrer\"/></p><p>Top CPI Acceleration Contributors(BLS, Investor Acumen)</p><p><i>Source: BLS, Investor Acumen</i></p><p>As can be seen above, new and used cars, utilities and health insurance accounted for 0.26% of CPI deceleration -- the lion-share of deceleration and &#34;surprise&#34; for the month.</p><p>Also, somewhat notable, was the deceleration in Owner&#39;s Equivalent rent as well as Rent of Primary Residence -- both decelerating by 0.1% relative to last month. This indicates that housing inflation may possibly have peaked for this cycle and could be headed in a downward direction.</p><p>It is worthwhile to examine tables 4 and 5 above carefully as they are likely to include most or all of the items which surprised forecasters during the month.</p><p><b>Top Movers</b></p><p>In Figure 6 below, for general interest purposes, we show the components with the largest positive and negative MoM change (%). The YoY change in these particular components is to the right.</p><p><b>Figure 6: Top Movers MoM Percent Change</b></p><p><img src=\"https://static.tigerbbs.com/d770ddfdf887ba1577ae1e942d27d45e\" tg-width=\"640\" tg-height=\"400\" referrerpolicy=\"no-referrer\"/></p><p>Top CPI Movers(BLS, Investor Acumen)</p><p><i>Source: BLS, Investor Acumen</i></p><p><b>Implications for Policy and Economic Performance</b></p><p>In this section, we review the potential implications of this month’s CPI report on policy (monetary &amp; or fiscal) and the overall outlook for the US economy.</p><p><b>Impact on Policy.</b> On the margin, this month’s deceleration of All-Items and Core CPI incrementally decreases pressure on the Fed to tighten overall financial conditions more than markets have expected. In fact, today’s numbers may tend to lower market expectations regarding how much (“terminal rate”), how fast and for how long the Fed may increase the Federal Funds interest rate.</p><p><b>Impact on Economic Performance.</b> On the margin, the numbers may lead to speculation that inflation has peaked and is heading down in the intermediate term. This will take pressure off of interest rates across the economy such as mortgage interest rates. This could alleviate some of the headwinds that the economy has recently been experiencing, particularly in interest rate sensitive sectors.</p><p><b>Potential Financial Markets’ Impact</b></p><p>The CPI report, on the margin, will likely decrease risk perceptions regarding the probability of the Fed being forced to tighten monetary policy to a degree that would induce recession. In particular, market expectations of the Fed’s so-called “terminal rate” may decrease. This would cause the cost of financing across the economy to decrease and overall financial conditions to ease somewhat. This should provide a positive boost for both bond and equity markets.</p><p>This month&#39;s report may provide a “window of opportunity” for bonds and stocks to rise during the next month, until the next CPI report comes out.</p><p>I would caution that the internal details of this report, although generally positive, may not be quite as bullish as they appear on the surface. Much of the deceleration in both All-Items CPI and Core CPI was due to a few volatile components, which may not be representative of underlying inflationary trends. Still, this is the best news on inflation that the market has had in quite a while, and a significant relief rally in stocks and bonds can probably be expected.</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>CPI: A Relief For Markets But Details Only Moderately Bullish</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\">\nCPI: A Relief For Markets But Details Only Moderately Bullish\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-11 23:34 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4555901-cpi-relief-for-markets-but-only-moderately-bullish><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryWe summarize key data and provide in-depth analysis of the monthly Consumer Price Index (CPI) report released by the U.S. Bureau of Labor Statistics (BLS).All Items and Core CPI inflation were ...</p>\n\n<a href=\"https://seekingalpha.com/article/4555901-cpi-relief-for-markets-but-only-moderately-bullish\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://seekingalpha.com/article/4555901-cpi-relief-for-markets-but-only-moderately-bullish","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129448010","content_text":"SummaryWe summarize key data and provide in-depth analysis of the monthly Consumer Price Index (CPI) report released by the U.S. Bureau of Labor Statistics (BLS).All Items and Core CPI inflation were significantly below expectations.Results were significantly impacted by \"one-off\" results in a few volatile items.Overall, the report should be received with \"relief\" by bond and equity markets.  This month’s CPI should provide a \"window of opportunity\" - all other factors remaining equal - for bond and stock markets to rally between now and the next CPI report.Summary Data and AnalysisFigure 1 below highlights key summary data and analysis for this month’s All Items CPI.Figure 1: All Items: Change, Acceleration, Expectations & SurpriseAll Items CPI(BLS, Investor Acumen)Source: BLS, Investing.com, Investor AcumenAs can be seen above, All-Items CPI decelerated significantly and significantly surprised to the downside.Figure 2 below highlights key summary data and analysis for this month’s Core CPI.Figure 2: Core: Change, Acceleration, Expectations & SurpriseCore CPI(BLS, Investor Acumen)Source: BLS, Investing.com, Investor AcumenAs can be seen above, Core CPI also decelerated significantly, providing a significant downside surprise.Analysis of Contributions of Key Aggregate Components of CPIIn Figure 3, we display the contributions to CPI inflation of five major aggregate components to the MoM (month-over-month) change in CPI and the MoM acceleration of CPI.Figure 3: Analysis of Key Aggregate Components of CPIAggregate CPI Component Analysis(BLS, Investor Acumen)Source: BLS, Investor AcumenWe will briefly review how to interpret the table above (as well as other tables in this report), describing each column from left to right. The first column contains the MoM percent change for the current month. The second column contains the MoM percent change in the prior month. The third column contains the MoM acceleration – i.e. the difference between the percent change this month minus the percent change last month. The fourth column contains the Cumulative Contribution to the percent MoM change of CPI. This describes exactly how much each component contributed to the cumulative All Items MoM percent change in CPI. The sum of the values in this column will yield the MoM percent change of All Items CPI (with minor discrepancy due to rounding). Finally, the rightmost column contains the Cumulative Contribution to MoM Acceleration of All Items CPI. The sum of the contributions in this column adds up to the MoM Acceleration of All Items CPI. Although all five columns provide important information, we recommend that readers pay special attention to the rightmost column (Cumulative Contribution to Acceleration) as it reveals exactly what drove the MoM acceleration/deceleration in CPI during the current month compared to the prior month.As can be seen in the table above, Core Services ex Housing and Core Goods decelerated very significantly, accounting for most of the overall deceleration in CPI. More details will be provided below.Analysis of CPI Components that Contributed Most to Change & Acceleration of CPIIn the following section, we perform the same contribution analysis as above, but at a more granular level of detail. In Figure 4 below, we list the top 10 CPI components (most granular level) that contributed negatively and positively to the MoM percent change in All Items CPI. These contributions take into account both the magnitude of the MoM change in each component as well as the weight of each component in All Items CPI.Figure 4: Top Contributors to MoM Percent ChangeTop CPI Contributors(BLS, Investor Acumen)Source: BLS, Investor AcumenOne thing that emerges from this analysis is that a significant share of the deceleration of core CPI this month came from relatively volatile items, that might be considered \"one-offs\". For example, the significant decline in new and used car prices and health insurance may not be representative of core inflationary dynamics.In Figure 5 below, we list the top 10 CPI components, at the most granular level, that contributed negatively and positively to the MoM acceleration (expressed in percent change) of All Items CPI. These contributions take into account both the magnitude of the MoM accelerations in the components as well as the weight of each component All Items CPI.Figure 5: Top Contributors to MoM AccelerationTop CPI Acceleration Contributors(BLS, Investor Acumen)Source: BLS, Investor AcumenAs can be seen above, new and used cars, utilities and health insurance accounted for 0.26% of CPI deceleration -- the lion-share of deceleration and \"surprise\" for the month.Also, somewhat notable, was the deceleration in Owner's Equivalent rent as well as Rent of Primary Residence -- both decelerating by 0.1% relative to last month. This indicates that housing inflation may possibly have peaked for this cycle and could be headed in a downward direction.It is worthwhile to examine tables 4 and 5 above carefully as they are likely to include most or all of the items which surprised forecasters during the month.Top MoversIn Figure 6 below, for general interest purposes, we show the components with the largest positive and negative MoM change (%). The YoY change in these particular components is to the right.Figure 6: Top Movers MoM Percent ChangeTop CPI Movers(BLS, Investor Acumen)Source: BLS, Investor AcumenImplications for Policy and Economic PerformanceIn this section, we review the potential implications of this month’s CPI report on policy (monetary & or fiscal) and the overall outlook for the US economy.Impact on Policy. On the margin, this month’s deceleration of All-Items and Core CPI incrementally decreases pressure on the Fed to tighten overall financial conditions more than markets have expected. In fact, today’s numbers may tend to lower market expectations regarding how much (“terminal rate”), how fast and for how long the Fed may increase the Federal Funds interest rate.Impact on Economic Performance. On the margin, the numbers may lead to speculation that inflation has peaked and is heading down in the intermediate term. This will take pressure off of interest rates across the economy such as mortgage interest rates. This could alleviate some of the headwinds that the economy has recently been experiencing, particularly in interest rate sensitive sectors.Potential Financial Markets’ ImpactThe CPI report, on the margin, will likely decrease risk perceptions regarding the probability of the Fed being forced to tighten monetary policy to a degree that would induce recession. In particular, market expectations of the Fed’s so-called “terminal rate” may decrease. This would cause the cost of financing across the economy to decrease and overall financial conditions to ease somewhat. This should provide a positive boost for both bond and equity markets.This month's report may provide a “window of opportunity” for bonds and stocks to rise during the next month, until the next CPI report comes out.I would caution that the internal details of this report, although generally positive, may not be quite as bullish as they appear on the surface. Much of the deceleration in both All-Items CPI and Core CPI was due to a few volatile components, which may not be representative of underlying inflationary trends. Still, this is the best news on inflation that the market has had in quite a while, and a significant relief rally in stocks and bonds can probably be expected.","news_type":1},"isVote":1,"tweetType":1,"viewCount":958,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9960655451,"gmtCreate":1668148843973,"gmtModify":1676538020968,"author":{"id":"3570498584363423","authorId":"3570498584363423","name":"Itstheend","avatar":"https://community-static.tradeup.com/news/38f2cdc567d6d8a0d3deacf0d4a3aaa3","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570498584363423","idStr":"3570498584363423"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9960655451","repostId":"1178544119","repostType":4,"repost":{"id":"1178544119","kind":"news","pubTimestamp":1668145895,"share":"https://ttm.financial/m/news/1178544119?lang=&edition=full_marsco","pubTime":"2022-11-11 13:51","market":"us","language":"en","title":"China Eases Quarantine, Flight Bans in Covid Zero Pivot","url":"https://stock-news.laohu8.com/highlight/detail?id=1178544119","media":"Bloomberg","summary":"Move is biggest pullback in strict Covid Zero playbook yetChinese assets rose on news as investors h","content":"<html><head></head><body><ul><li>Move is biggest pullback in strict Covid Zero playbook yet</li><li>Chinese assets rose on news as investors hope for reopening</li></ul><p>China reduced the amount of time travelers and close contacts of infected people must spend in quarantine, a significant calibration of the Covid Zero policy.</p><p>Travelers into China will be required to spend five days in a hotel or government quarantine facility, followed by three days confined to home, according to a National Health Commission statement Friday. The current rules require 10 days quarantine in total, with a week in a hotel then three days at home.</p><p>The same shortened quarantine length will now also be applied to close contacts of infected people, minimizing the disruptive practice of contact-tracing that has seen millions thrown into centralized facilities when officials race to stamp out spread. Close contacts of close contacts will now no longer be identified, added the statement.</p><p>In a further boon to international travel links, a controversial system that penalizes airlines for bringing virus cases into the country will also be scrapped, the statement said.</p><p>Bloomberg News reported in October and November that officials were discussing these changes.</p><p>The suite of changes is the furthest-reaching overhaul of China’s virus approach since the pandemic began, and potentially marks the beginning of the country’s move to rejoin a world that’s living with the virus. Chinese stock gauges extended a rally on the news, while the yuan strengthened and commodities surged.</p><p>The Friday statement included a number of other eased guidelines: only one pre-departure PCR test will be required now for travelers attempting to enter China, down from two. And when faced with outbreaks, local officials are being asked to avoid city-wide mass testing, unless transmission chains are unclear.</p><p>The shift comes as China’s top leadership body issued instructions for a more targeted, decisive approach to Covid on Thursday, raising hopes that the country is pivoting away from a strategy that’s exacted an enormous social and economic toll.</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>China Eases Quarantine, Flight Bans in Covid Zero Pivot</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\">\nChina Eases Quarantine, Flight Bans in Covid Zero Pivot\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-11 13:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-11-11/china-eases-quarantine-rules-flight-bans-in-covid-zero-pivot><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Move is biggest pullback in strict Covid Zero playbook yetChinese assets rose on news as investors hope for reopeningChina reduced the amount of time travelers and close contacts of infected people ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-11-11/china-eases-quarantine-rules-flight-bans-in-covid-zero-pivot\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"000001.SH":"上证指数","HSI":"恒生指数",".DJI":"道琼斯","HSTECH":"恒生科技指数",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://www.bloomberg.com/news/articles/2022-11-11/china-eases-quarantine-rules-flight-bans-in-covid-zero-pivot","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178544119","content_text":"Move is biggest pullback in strict Covid Zero playbook yetChinese assets rose on news as investors hope for reopeningChina reduced the amount of time travelers and close contacts of infected people must spend in quarantine, a significant calibration of the Covid Zero policy.Travelers into China will be required to spend five days in a hotel or government quarantine facility, followed by three days confined to home, according to a National Health Commission statement Friday. The current rules require 10 days quarantine in total, with a week in a hotel then three days at home.The same shortened quarantine length will now also be applied to close contacts of infected people, minimizing the disruptive practice of contact-tracing that has seen millions thrown into centralized facilities when officials race to stamp out spread. Close contacts of close contacts will now no longer be identified, added the statement.In a further boon to international travel links, a controversial system that penalizes airlines for bringing virus cases into the country will also be scrapped, the statement said.Bloomberg News reported in October and November that officials were discussing these changes.The suite of changes is the furthest-reaching overhaul of China’s virus approach since the pandemic began, and potentially marks the beginning of the country’s move to rejoin a world that’s living with the virus. Chinese stock gauges extended a rally on the news, while the yuan strengthened and commodities surged.The Friday statement included a number of other eased guidelines: only one pre-departure PCR test will be required now for travelers attempting to enter China, down from two. And when faced with outbreaks, local officials are being asked to avoid city-wide mass testing, unless transmission chains are unclear.The shift comes as China’s top leadership body issued instructions for a more targeted, decisive approach to Covid on Thursday, raising hopes that the country is pivoting away from a strategy that’s exacted an enormous social and economic toll.","news_type":1},"isVote":1,"tweetType":1,"viewCount":287,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9987672870,"gmtCreate":1667907754090,"gmtModify":1676537982798,"author":{"id":"3570498584363423","authorId":"3570498584363423","name":"Itstheend","avatar":"https://community-static.tradeup.com/news/38f2cdc567d6d8a0d3deacf0d4a3aaa3","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570498584363423","idStr":"3570498584363423"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9987672870","repostId":"1147745884","repostType":4,"isVote":1,"tweetType":1,"viewCount":403,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9987055952,"gmtCreate":1667782046776,"gmtModify":1676537961867,"author":{"id":"3570498584363423","authorId":"3570498584363423","name":"Itstheend","avatar":"https://community-static.tradeup.com/news/38f2cdc567d6d8a0d3deacf0d4a3aaa3","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570498584363423","idStr":"3570498584363423"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9987055952","repostId":"2281644509","repostType":4,"repost":{"id":"2281644509","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":1,"media_name":"Dow Jones","id":"1012688067","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1667778768,"share":"https://ttm.financial/m/news/2281644509?lang=&edition=full_marsco","pubTime":"2022-11-07 07:52","market":"us","language":"en","title":"CPI; U.S. Midterm Elections; NIO, Palantir, Disney, AMC Earnings: What to Know This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=2281644509","media":"Dow Jones","summary":"It's another busy week for investors: the U.S. midterm elections, the latest inflation data, and a continued parade of third-quarter results will be the highlights.Activision Blizzard, NRG Energy, and the Mosaic Company will report on Monday, followed by Walt Disney, Occidental Petroleum, and DuPont on Tuesday. Wednesday will bring results from D.R. Horton, then  Becton Dickinson, Ralph Lauren, and Tapestry report on Thursday.Voting on Tuesday will determine control of Congress for the next two ","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<pre>\nBy Nicholas Jasinski \n</pre>\n<p>\n     It's another busy week for investors: the U.S. midterm elections, the latest inflation data, and a continued parade of third-quarter results will be the highlights. \n</p>\n<p>\n     Activision Blizzard, NRG Energy, and the Mosaic Company will report on Monday, followed by Walt Disney, Occidental Petroleum, and DuPont on Tuesday. Wednesday will bring results from D.R. Horton, then  Becton Dickinson, Ralph Lauren, and Tapestry report on Thursday. \n</p>\n<p>\n     Voting on Tuesday will determine control of Congress for the next two years, with Republicans favored to win the House of Representatives and polling suggesting a close race in the Senate. Results may take days to become clear in several states. \n</p>\n<p>\n     The economic-data highlight of the week will be Thursday's release of the October Consumer Price Index from the Bureau of Labor Statistics. The consensus estimate is for a 0.7% rise in the month, to stretch the headline index's annual gain to 8.0%. The core CPI, which excludes food and energy components, is seen rising 0.5% in October and 6.6% from a year earlier. \n</p>\n<p>\n     Other economic data out this week will include the National Federation of Independent Business' Small Business Optimism Index for October on Tuesday. That's forecast to be roughly flat from September. The University of Michigan's Consumer Sentiment Index for November will be out on Friday, and is expected to also be about even with the previous month's reading. \n</p>\n<p>\n     Monday 11/7 \n</p>\n<p>\n     Activision Blizzard, BioNTech, <a href=\"https://laohu8.com/S/FANG\">Diamondback Energy</a>, SolarEdge Technologies, and <a href=\"https://laohu8.com/S/TTWO\">Take-Two Interactive Software</a> release earnings. \n</p>\n<p>\n     The Federal Reserve reports consumer credit data for September. In August, total consumer debt rose at a seasonally adjusted annual rate of 8.3%, to a record $4.68 trillion. Revolving debt -- primarily credit cards -- jumped 18.1%. \n</p>\n<p>\n     Tuesday 11/8 \n</p>\n<p>\n     It's Election Day. The midterms will determine which party controls Congress for the next two years. Polling suggests that Republicans will retake the House of Representatives, while the Senate looks like a toss-up. \n</p>\n<p>\n     Constellation Energy, DuPont, GlobalFoundries, Occidental Petroleum, and Walt Disney report quarterly results. \n</p>\n<p>\n     Nasdaq and Nucor hold their 2022 investor days. \n</p>\n<p>\n     The National Federation of Independent Business releases its Small Business Optimism Index for October. Consensus estimate is for a 92 reading, roughly even with September's. The index has had readings below its 48-year average of 98 for nine consecutive months, as inflation and labor shortages continue to challenge small-business owners. \n</p>\n<p>\n     Wednesday 11/9 \n</p>\n<p>\n     D.R. Horton, Rivian Automotive, Roblox, and Trade Desk announce earnings. \n</p>\n<p>\n     $First Republic Bank(FRC-N)$ and <a href=\"https://laohu8.com/S/PSX\">Phillips 66</a> host their annual investor days. \n</p>\n<p>\n     Thursday 11/10 \n</p>\n<p>\n     AstraZeneca, Becton Dickinson, Brookfield Asset Management, Ralph Lauren, Steris, and Tapestry hold conference calls to discuss quarterly results. \n</p>\n<p>\n     Moderna hosts its first ESG day. \n</p>\n<p>\n     The Bureau of Labor Statistics releases the consumer price index for October. Economists forecast that the CPI will show an increase of 8%, year over year, following an 8.2% jump in September. The core CPI, which excludes volatile food and energy prices, is expected to be up 6.5%, a tenth of a percentage point less than previously. While the CPI is down nearly a full percentage from its recent June peak, the core CPI hit a four-decade high in September. The S&amp;P 500 index fell 3.3% this past week as the Federal Open Market Committee raised the federal-funds rate by three-quarters of a percentage point for the fourth consecutive meeting and reiterated that taming inflation was its No. 1 priority. \n</p>\n<p>\n     Friday 11/11 \n</p>\n<p>\n     The bond market is closed in observance of Veterans Day. The Nasdaq and New York Stock Exchange keep regular trading hours. \n</p>\n<p>\n     The University of Michigan releases its Consumer Sentiment Index for November. The consensus call is for a 59.7 reading, about even with the previous data. In October, consumers' one-year expectation for inflation was 5%, while longer-run expectations were 2.9%. \n</p>\n<p>\n     Write to Nicholas Jasinski at nicholas.jasinski@barrons.com \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  November 06, 2022 17:55 ET (22:55 GMT)\n</p>\n<p>\n  Copyright (c) 2022 Dow Jones &amp; Company, Inc.\n</p>\n</font>","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>CPI; U.S. Midterm Elections; NIO, Palantir, Disney, AMC Earnings: What to Know This Week</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\">\nCPI; U.S. Midterm Elections; NIO, Palantir, Disney, AMC Earnings: What to Know This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1012688067\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-11-07 07:52</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<pre>\nBy Nicholas Jasinski \n</pre>\n<p>\n     It's another busy week for investors: the U.S. midterm elections, the latest inflation data, and a continued parade of third-quarter results will be the highlights. \n</p>\n<p>\n     Activision Blizzard, NRG Energy, and the Mosaic Company will report on Monday, followed by Walt Disney, Occidental Petroleum, and DuPont on Tuesday. Wednesday will bring results from D.R. Horton, then  Becton Dickinson, Ralph Lauren, and Tapestry report on Thursday. \n</p>\n<p>\n     Voting on Tuesday will determine control of Congress for the next two years, with Republicans favored to win the House of Representatives and polling suggesting a close race in the Senate. Results may take days to become clear in several states. \n</p>\n<p>\n     The economic-data highlight of the week will be Thursday's release of the October Consumer Price Index from the Bureau of Labor Statistics. The consensus estimate is for a 0.7% rise in the month, to stretch the headline index's annual gain to 8.0%. The core CPI, which excludes food and energy components, is seen rising 0.5% in October and 6.6% from a year earlier. \n</p>\n<p>\n     Other economic data out this week will include the National Federation of Independent Business' Small Business Optimism Index for October on Tuesday. That's forecast to be roughly flat from September. The University of Michigan's Consumer Sentiment Index for November will be out on Friday, and is expected to also be about even with the previous month's reading. \n</p>\n<p>\n     Monday 11/7 \n</p>\n<p>\n     Activision Blizzard, BioNTech, <a href=\"https://laohu8.com/S/FANG\">Diamondback Energy</a>, SolarEdge Technologies, and <a href=\"https://laohu8.com/S/TTWO\">Take-Two Interactive Software</a> release earnings. \n</p>\n<p>\n     The Federal Reserve reports consumer credit data for September. In August, total consumer debt rose at a seasonally adjusted annual rate of 8.3%, to a record $4.68 trillion. Revolving debt -- primarily credit cards -- jumped 18.1%. \n</p>\n<p>\n     Tuesday 11/8 \n</p>\n<p>\n     It's Election Day. The midterms will determine which party controls Congress for the next two years. Polling suggests that Republicans will retake the House of Representatives, while the Senate looks like a toss-up. \n</p>\n<p>\n     Constellation Energy, DuPont, GlobalFoundries, Occidental Petroleum, and Walt Disney report quarterly results. \n</p>\n<p>\n     Nasdaq and Nucor hold their 2022 investor days. \n</p>\n<p>\n     The National Federation of Independent Business releases its Small Business Optimism Index for October. Consensus estimate is for a 92 reading, roughly even with September's. The index has had readings below its 48-year average of 98 for nine consecutive months, as inflation and labor shortages continue to challenge small-business owners. \n</p>\n<p>\n     Wednesday 11/9 \n</p>\n<p>\n     D.R. Horton, Rivian Automotive, Roblox, and Trade Desk announce earnings. \n</p>\n<p>\n     $First Republic Bank(FRC-N)$ and <a href=\"https://laohu8.com/S/PSX\">Phillips 66</a> host their annual investor days. \n</p>\n<p>\n     Thursday 11/10 \n</p>\n<p>\n     AstraZeneca, Becton Dickinson, Brookfield Asset Management, Ralph Lauren, Steris, and Tapestry hold conference calls to discuss quarterly results. \n</p>\n<p>\n     Moderna hosts its first ESG day. \n</p>\n<p>\n     The Bureau of Labor Statistics releases the consumer price index for October. Economists forecast that the CPI will show an increase of 8%, year over year, following an 8.2% jump in September. The core CPI, which excludes volatile food and energy prices, is expected to be up 6.5%, a tenth of a percentage point less than previously. While the CPI is down nearly a full percentage from its recent June peak, the core CPI hit a four-decade high in September. The S&amp;P 500 index fell 3.3% this past week as the Federal Open Market Committee raised the federal-funds rate by three-quarters of a percentage point for the fourth consecutive meeting and reiterated that taming inflation was its No. 1 priority. \n</p>\n<p>\n     Friday 11/11 \n</p>\n<p>\n     The bond market is closed in observance of Veterans Day. The Nasdaq and New York Stock Exchange keep regular trading hours. \n</p>\n<p>\n     The University of Michigan releases its Consumer Sentiment Index for November. The consensus call is for a 59.7 reading, about even with the previous data. In October, consumers' one-year expectation for inflation was 5%, while longer-run expectations were 2.9%. \n</p>\n<p>\n     Write to Nicholas Jasinski at nicholas.jasinski@barrons.com \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  November 06, 2022 17:55 ET (22:55 GMT)\n</p>\n<p>\n  Copyright (c) 2022 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BNTX":"BioNTech SE","LCID":"Lucid Group Inc","NVAX":"诺瓦瓦克斯医药","CGC":"Canopy Growth Corporation","DIS":"迪士尼","NIO":"蔚来","AMC":"AMC院线","ATVI":"动视暴雪",".DJI":"道琼斯","NCLH":"挪威邮轮","RBLX":"Roblox Corporation",".IXIC":"NASDAQ Composite","OCGN":"Ocugen","U":"Unity Software Inc.",".SPX":"S&P 500 Index","LYFT":"Lyft, Inc.","TTWO":"Take-Two Interactive Software","AZN":"阿斯利康","PLTR":"Palantir Technologies Inc.","OXY":"西方石油","SEDG":"SolarEdge Technologies, Inc.","ACB":"奥罗拉大麻公司","CLOV":"Clover Health Corp"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2281644509","content_text":"By Nicholas Jasinski \n\n\n     It's another busy week for investors: the U.S. midterm elections, the latest inflation data, and a continued parade of third-quarter results will be the highlights. \n\n\n     Activision Blizzard, NRG Energy, and the Mosaic Company will report on Monday, followed by Walt Disney, Occidental Petroleum, and DuPont on Tuesday. Wednesday will bring results from D.R. Horton, then  Becton Dickinson, Ralph Lauren, and Tapestry report on Thursday. \n\n\n     Voting on Tuesday will determine control of Congress for the next two years, with Republicans favored to win the House of Representatives and polling suggesting a close race in the Senate. Results may take days to become clear in several states. \n\n\n     The economic-data highlight of the week will be Thursday's release of the October Consumer Price Index from the Bureau of Labor Statistics. The consensus estimate is for a 0.7% rise in the month, to stretch the headline index's annual gain to 8.0%. The core CPI, which excludes food and energy components, is seen rising 0.5% in October and 6.6% from a year earlier. \n\n\n     Other economic data out this week will include the National Federation of Independent Business' Small Business Optimism Index for October on Tuesday. That's forecast to be roughly flat from September. The University of Michigan's Consumer Sentiment Index for November will be out on Friday, and is expected to also be about even with the previous month's reading. \n\n\n     Monday 11/7 \n\n\n     Activision Blizzard, BioNTech, Diamondback Energy, SolarEdge Technologies, and Take-Two Interactive Software release earnings. \n\n\n     The Federal Reserve reports consumer credit data for September. In August, total consumer debt rose at a seasonally adjusted annual rate of 8.3%, to a record $4.68 trillion. Revolving debt -- primarily credit cards -- jumped 18.1%. \n\n\n     Tuesday 11/8 \n\n\n     It's Election Day. The midterms will determine which party controls Congress for the next two years. Polling suggests that Republicans will retake the House of Representatives, while the Senate looks like a toss-up. \n\n\n     Constellation Energy, DuPont, GlobalFoundries, Occidental Petroleum, and Walt Disney report quarterly results. \n\n\n     Nasdaq and Nucor hold their 2022 investor days. \n\n\n     The National Federation of Independent Business releases its Small Business Optimism Index for October. Consensus estimate is for a 92 reading, roughly even with September's. The index has had readings below its 48-year average of 98 for nine consecutive months, as inflation and labor shortages continue to challenge small-business owners. \n\n\n     Wednesday 11/9 \n\n\n     D.R. Horton, Rivian Automotive, Roblox, and Trade Desk announce earnings. \n\n\n     $First Republic Bank(FRC-N)$ and Phillips 66 host their annual investor days. \n\n\n     Thursday 11/10 \n\n\n     AstraZeneca, Becton Dickinson, Brookfield Asset Management, Ralph Lauren, Steris, and Tapestry hold conference calls to discuss quarterly results. \n\n\n     Moderna hosts its first ESG day. \n\n\n     The Bureau of Labor Statistics releases the consumer price index for October. Economists forecast that the CPI will show an increase of 8%, year over year, following an 8.2% jump in September. The core CPI, which excludes volatile food and energy prices, is expected to be up 6.5%, a tenth of a percentage point less than previously. While the CPI is down nearly a full percentage from its recent June peak, the core CPI hit a four-decade high in September. The S&P 500 index fell 3.3% this past week as the Federal Open Market Committee raised the federal-funds rate by three-quarters of a percentage point for the fourth consecutive meeting and reiterated that taming inflation was its No. 1 priority. \n\n\n     Friday 11/11 \n\n\n     The bond market is closed in observance of Veterans Day. The Nasdaq and New York Stock Exchange keep regular trading hours. \n\n\n     The University of Michigan releases its Consumer Sentiment Index for November. The consensus call is for a 59.7 reading, about even with the previous data. In October, consumers' one-year expectation for inflation was 5%, while longer-run expectations were 2.9%. \n\n\n     Write to Nicholas Jasinski at nicholas.jasinski@barrons.com \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  November 06, 2022 17:55 ET (22:55 GMT)\n\n\n  Copyright (c) 2022 Dow Jones & Company, Inc.","news_type":1},"isVote":1,"tweetType":1,"viewCount":273,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9984269503,"gmtCreate":1667651270102,"gmtModify":1676537948754,"author":{"id":"3570498584363423","authorId":"3570498584363423","name":"Itstheend","avatar":"https://community-static.tradeup.com/news/38f2cdc567d6d8a0d3deacf0d4a3aaa3","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570498584363423","idStr":"3570498584363423"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9984269503","repostId":"1126084916","repostType":4,"repost":{"id":"1126084916","kind":"news","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":1667649988,"share":"https://ttm.financial/m/news/1126084916?lang=&edition=full_marsco","pubTime":"2022-11-05 20:06","market":"us","language":"en","title":"Berkshire Hathaway Posts Quarterly Loss As Stock Holdings Fall","url":"https://stock-news.laohu8.com/highlight/detail?id=1126084916","media":"Reuters","summary":"Nov 5 (Reuters) - Berkshire Hathaway Inc(BRK)on Saturday posted a third-quarter loss, as the conglomerate run by billionaire Warren Buffett said it lost money on its stock investments and from insuran","content":"<html><head></head><body><p><img src=\"https://static.tigerbbs.com/5123a6e2350392f040c0ac678a3ba3b5\" tg-width=\"6720\" tg-height=\"4480\" referrerpolicy=\"no-referrer\"/>Nov 5 (Reuters) - Berkshire Hathaway Inc(BRK)on Saturday posted a third-quarter loss, as the conglomerate run by billionaire Warren Buffett said it lost money on its stock investments and from insurance underwriting.</p><p>The net loss of $2.69 billion, or $1,832 per Class A share, compared with a profit of $10.34 billion, or $6,882 per share, a year earlier.</p><p>Operating profit rose 20% to $7.76 billion, or about $5,294 per Class A share, from $6.47 billion, or about $4,331 per share, a year earlier, helped by foreign currency gains and improvement in several businesses.</p><p>Berkshire also repurchased $1.05 billion of its own stock in the quarter, and has repurchased $5.25 billion this year.</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>Berkshire Hathaway Posts Quarterly Loss As Stock Holdings Fall</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 Posts Quarterly Loss As Stock Holdings Fall\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\">2022-11-05 20:06</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><img src=\"https://static.tigerbbs.com/5123a6e2350392f040c0ac678a3ba3b5\" tg-width=\"6720\" tg-height=\"4480\" referrerpolicy=\"no-referrer\"/>Nov 5 (Reuters) - Berkshire Hathaway Inc(BRK)on Saturday posted a third-quarter loss, as the conglomerate run by billionaire Warren Buffett said it lost money on its stock investments and from insurance underwriting.</p><p>The net loss of $2.69 billion, or $1,832 per Class A share, compared with a profit of $10.34 billion, or $6,882 per share, a year earlier.</p><p>Operating profit rose 20% to $7.76 billion, or about $5,294 per Class A share, from $6.47 billion, or about $4,331 per share, a year earlier, helped by foreign currency gains and improvement in several businesses.</p><p>Berkshire also repurchased $1.05 billion of its own stock in the quarter, and has repurchased $5.25 billion this year.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BRK.B":"伯克希尔B","BRK.A":"伯克希尔"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126084916","content_text":"Nov 5 (Reuters) - Berkshire Hathaway Inc(BRK)on Saturday posted a third-quarter loss, as the conglomerate run by billionaire Warren Buffett said it lost money on its stock investments and from insurance underwriting.The net loss of $2.69 billion, or $1,832 per Class A share, compared with a profit of $10.34 billion, or $6,882 per share, a year earlier.Operating profit rose 20% to $7.76 billion, or about $5,294 per Class A share, from $6.47 billion, or about $4,331 per share, a year earlier, helped by foreign currency gains and improvement in several businesses.Berkshire also repurchased $1.05 billion of its own stock in the quarter, and has repurchased $5.25 billion this year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":462,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9985774928,"gmtCreate":1667480242164,"gmtModify":1676537924840,"author":{"id":"3570498584363423","authorId":"3570498584363423","name":"Itstheend","avatar":"https://community-static.tradeup.com/news/38f2cdc567d6d8a0d3deacf0d4a3aaa3","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570498584363423","idStr":"3570498584363423"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9985774928","repostId":"1151412563","repostType":4,"isVote":1,"tweetType":1,"viewCount":366,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9985686944,"gmtCreate":1667373669088,"gmtModify":1676537907175,"author":{"id":"3570498584363423","authorId":"3570498584363423","name":"Itstheend","avatar":"https://community-static.tradeup.com/news/38f2cdc567d6d8a0d3deacf0d4a3aaa3","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570498584363423","idStr":"3570498584363423"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9985686944","repostId":"9985688233","repostType":1,"repost":{"id":9985688233,"gmtCreate":1667373458523,"gmtModify":1676537907159,"author":{"id":"3581586523786578","authorId":"3581586523786578","name":"ckww","avatar":"https://static.tigerbbs.com/bc2cc1ef6533d547201ce880e7c04b9c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581586523786578","idStr":"3581586523786578"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/S58.SI\">$SATS LTD.(S58.SI)$</a>&nbsp;Things are still very uncertain at this moment on the acquisition announced recently. Hopefully SATS can shed more lights and provide more details on the financing of the acquisition soon.&nbsp;","listText":"<a href=\"https://ttm.financial/S/S58.SI\">$SATS LTD.(S58.SI)$</a>&nbsp;Things are still very uncertain at this moment on the acquisition announced recently. Hopefully SATS can shed more lights and provide more details on the financing of the acquisition soon.&nbsp;","text":"$SATS LTD.(S58.SI)$ Things are still very uncertain at this moment on the acquisition announced recently. Hopefully SATS can shed more lights and provide more details on the financing of the acquisition soon.","images":[{"img":"https://community-static.tradeup.com/news/e827036b281831b28e0918cf85a17781","width":"1080","height":"2454"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9985688233","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":323,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9985686062,"gmtCreate":1667373606356,"gmtModify":1676537907166,"author":{"id":"3570498584363423","authorId":"3570498584363423","name":"Itstheend","avatar":"https://community-static.tradeup.com/news/38f2cdc567d6d8a0d3deacf0d4a3aaa3","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570498584363423","idStr":"3570498584363423"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9985686062","repostId":"1179075819","repostType":4,"repost":{"id":"1179075819","kind":"news","pubTimestamp":1667367390,"share":"https://ttm.financial/m/news/1179075819?lang=&edition=full_marsco","pubTime":"2022-11-02 13:36","market":"us","language":"en","title":"The Fed’s Next Big Rate Hike Is Coming. Why Powell Won’t Say the End Is Near","url":"https://stock-news.laohu8.com/highlight/detail?id=1179075819","media":"Barron's","summary":"The Federal Reserve will fire its next salvo in the war against inflation on Wednesday afternoon. Th","content":"<html><head></head><body><p>The Federal Reserve will fire its next salvo in the war against inflation on Wednesday afternoon. That is likely to include an interest-rate increase of 0.75 percentage points and a hawkish tone from Chairman Jerome Powell at his post-meeting press conference. Markets won’t get their much-anticipated all-clear signal from the Fed.</p><p>Futures markets are overwhelmingly pricing in a fed-funds rate target range of 3.75% to 4.00% after this week’s meeting of the Federal Open Market Committee, which began on Tuesday. That would mean the sixth rate hike of 2022 and fourth-straight 0.75 percentage-point bump. The committee’s policy statement is out at 2 p.m. ET and Powell speaks at 2:30 p.m. ET.</p><p>There is reason to believe the Fed is much closer to the end of its hiking cycle than the beginning. Just don’t expect Powell to say as much.</p><p>“The Fed’s best hand is to hike [0.75 percentage point] and otherwise zip it,” writes Richard Farr, chief market strategist at Merion Capital Group.</p><p>Several indicators of economic activity have slowed over the past year, particularly in interest-rate sensitive areas of the economy such as housing. Economies abroad are in tougher shape. The labor market is a key holdout in the U.S.: The unemployment rate is at 3.5% and jobs and wages are still growing. The so-called wage-price spiral is helping to keep core inflation uncomfortably high, up 8.2% in the year through September.</p><p>Futures markets are pricing in the greatest odds of a peak, or terminal, rate of 5.00% to 5.25% sometime in the first half of 2023, then a decline by the end of next year. Investors and traders have been fixated lately on the prospects of a “Fed pivot,” or the moment when the central bank moves its stance from tightening to loosening policy, or at least pausing hikes and holding rates steady for some time.</p><p>All fall long, risk assets have rallied in unison on days when the collective mood leaned toward a closer pivot, and sold off on the reverse days. Part of the Fed’s dilemma is that monetary policy works with “long and variable lags,” in the words of Milton Friedman. That means that it will take time for higher interest rates to affect the real economy and damp inflation, and it might make sense to slow or stop rate hikes before inflation is anywhere near a comfortable level.</p><p>A sign that FOMC members see a looming end to rate hikes could come in the policy statement. Watch for an alternation or removal of the line from the prior statement that says the committee “anticipates that ongoing increases in the target range will be appropriate.”</p><p>“They are working hard to ensure that inflationary psychology is routed,” writes John Vail, chief global strategist at Nikko Asset Management. “Not just one negative data point, but a string of such over a period of months is required for a change in the Fed stance from its current data-dependent, but generally hawkish bias, to something a bit more neutral.”</p><p>Any indication of such a shift in Fed policy will be interpreted by the market as dovish, prompting rallies in stocks and bonds. A bond rally would push down yields and make financial conditions easier, working against the Fed’s tightening and inflation fight.</p><p>So, expect Powell to remain hawkish in his remarks on Wednesday, even if the chairman believes that a pivot or pause may soon be warranted.</p><p>“The problem is the moment he relinquishes this hawkish stance—the moment he utters anything remotely resembling a dovish word—is the moment financial conditions ease far more than what we’ve seen over the last few weeks,” writes RBC Capital Markets chief U.S. economist Tom Porcelli. “As much as we think this hiking cycle is virtually over and should be over, we just don’t see how there is any incentive for him to suggest as much right now given the financial conditions consideration.”</p><p>The opposite risk of over-tightening also exists. Inflation needs to come down, and it may cost a recession to get there. The longer the Fed keeps rates higher, the lower the return investors can expect from many asset classes.</p><p>Officials will get a look at two months of employment and Consumer Price Index readings before the FOMC next meets in December. Those could go a long way toward determining the details of the central bank’s next moves. For now, however, the message will remain “we still have work to do.”</p></body></html>","source":"lsy1610680873436","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The Fed’s Next Big Rate Hike Is Coming. Why Powell Won’t Say the End Is Near</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe Fed’s Next Big Rate Hike Is Coming. Why Powell Won’t Say the End Is Near\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-02 13:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/articles/the-feds-next-big-rate-hike-is-coming-why-powell-wont-say-the-end-is-near-51667341692?mod=mw_latestnews><strong>Barron's</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Federal Reserve will fire its next salvo in the war against inflation on Wednesday afternoon. That is likely to include an interest-rate increase of 0.75 percentage points and a hawkish tone from ...</p>\n\n<a href=\"https://www.marketwatch.com/articles/the-feds-next-big-rate-hike-is-coming-why-powell-wont-say-the-end-is-near-51667341692?mod=mw_latestnews\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://www.marketwatch.com/articles/the-feds-next-big-rate-hike-is-coming-why-powell-wont-say-the-end-is-near-51667341692?mod=mw_latestnews","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179075819","content_text":"The Federal Reserve will fire its next salvo in the war against inflation on Wednesday afternoon. That is likely to include an interest-rate increase of 0.75 percentage points and a hawkish tone from Chairman Jerome Powell at his post-meeting press conference. Markets won’t get their much-anticipated all-clear signal from the Fed.Futures markets are overwhelmingly pricing in a fed-funds rate target range of 3.75% to 4.00% after this week’s meeting of the Federal Open Market Committee, which began on Tuesday. That would mean the sixth rate hike of 2022 and fourth-straight 0.75 percentage-point bump. The committee’s policy statement is out at 2 p.m. ET and Powell speaks at 2:30 p.m. ET.There is reason to believe the Fed is much closer to the end of its hiking cycle than the beginning. Just don’t expect Powell to say as much.“The Fed’s best hand is to hike [0.75 percentage point] and otherwise zip it,” writes Richard Farr, chief market strategist at Merion Capital Group.Several indicators of economic activity have slowed over the past year, particularly in interest-rate sensitive areas of the economy such as housing. Economies abroad are in tougher shape. The labor market is a key holdout in the U.S.: The unemployment rate is at 3.5% and jobs and wages are still growing. The so-called wage-price spiral is helping to keep core inflation uncomfortably high, up 8.2% in the year through September.Futures markets are pricing in the greatest odds of a peak, or terminal, rate of 5.00% to 5.25% sometime in the first half of 2023, then a decline by the end of next year. Investors and traders have been fixated lately on the prospects of a “Fed pivot,” or the moment when the central bank moves its stance from tightening to loosening policy, or at least pausing hikes and holding rates steady for some time.All fall long, risk assets have rallied in unison on days when the collective mood leaned toward a closer pivot, and sold off on the reverse days. Part of the Fed’s dilemma is that monetary policy works with “long and variable lags,” in the words of Milton Friedman. That means that it will take time for higher interest rates to affect the real economy and damp inflation, and it might make sense to slow or stop rate hikes before inflation is anywhere near a comfortable level.A sign that FOMC members see a looming end to rate hikes could come in the policy statement. Watch for an alternation or removal of the line from the prior statement that says the committee “anticipates that ongoing increases in the target range will be appropriate.”“They are working hard to ensure that inflationary psychology is routed,” writes John Vail, chief global strategist at Nikko Asset Management. “Not just one negative data point, but a string of such over a period of months is required for a change in the Fed stance from its current data-dependent, but generally hawkish bias, to something a bit more neutral.”Any indication of such a shift in Fed policy will be interpreted by the market as dovish, prompting rallies in stocks and bonds. A bond rally would push down yields and make financial conditions easier, working against the Fed’s tightening and inflation fight.So, expect Powell to remain hawkish in his remarks on Wednesday, even if the chairman believes that a pivot or pause may soon be warranted.“The problem is the moment he relinquishes this hawkish stance—the moment he utters anything remotely resembling a dovish word—is the moment financial conditions ease far more than what we’ve seen over the last few weeks,” writes RBC Capital Markets chief U.S. economist Tom Porcelli. “As much as we think this hiking cycle is virtually over and should be over, we just don’t see how there is any incentive for him to suggest as much right now given the financial conditions consideration.”The opposite risk of over-tightening also exists. Inflation needs to come down, and it may cost a recession to get there. The longer the Fed keeps rates higher, the lower the return investors can expect from many asset classes.Officials will get a look at two months of employment and Consumer Price Index readings before the FOMC next meets in December. Those could go a long way toward determining the details of the central bank’s next moves. For now, however, the message will remain “we still have work to do.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":393,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9985933503,"gmtCreate":1667287345103,"gmtModify":1676537891756,"author":{"id":"3570498584363423","authorId":"3570498584363423","name":"Itstheend","avatar":"https://community-static.tradeup.com/news/38f2cdc567d6d8a0d3deacf0d4a3aaa3","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570498584363423","idStr":"3570498584363423"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/ATNM\">$Actinium Pharmaceuticals(ATNM)$</a>It's ripe, timeto all in","listText":"<a href=\"https://ttm.financial/S/ATNM\">$Actinium Pharmaceuticals(ATNM)$</a>It's ripe, timeto all in","text":"$Actinium Pharmaceuticals(ATNM)$It's ripe, timeto all in","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9985933503","isVote":1,"tweetType":1,"viewCount":773,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9988670832,"gmtCreate":1666748217226,"gmtModify":1676537799876,"author":{"id":"3570498584363423","authorId":"3570498584363423","name":"Itstheend","avatar":"https://community-static.tradeup.com/news/38f2cdc567d6d8a0d3deacf0d4a3aaa3","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570498584363423","idStr":"3570498584363423"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9988670832","repostId":"1112617869","repostType":4,"repost":{"id":"1112617869","kind":"news","pubTimestamp":1666756392,"share":"https://ttm.financial/m/news/1112617869?lang=&edition=full_marsco","pubTime":"2022-10-26 11:53","market":"us","language":"en","title":"7 Dow Stocks to Sell Before They Tumble","url":"https://stock-news.laohu8.com/highlight/detail?id=1112617869","media":"InvestorPlace","summary":"Here are seven Dow stocks to sell to avoid getting hurt by negative trends.Apple(AAPL): AAPL is likely to be undermined by weak demand for iPhones.Travelers(TRV): Climate change is making TRV much mor","content":"<html><head></head><body><ul><li>Here are seven Dow stocks to sell to avoid getting hurt by negative trends.</li><li><b>Apple</b>(<b><u>AAPL</u></b>):  AAPL is likely to be undermined by weak demand for iPhones.</li><li><b>Travelers</b>(<b><u>TRV</u></b>): Climate change is making TRV much more risky than it used to be.</li><li><b>Chevron</b>(<b><u>CVX</u></b>): The appeal of CVX and its peers has been lowered by governments’ actions.</li><li><b>3M</b>(<b><u>MMM</u></b>): MMM reported weak Q3 results and is being threatened by hundreds of thousands of lawsuits.</li><li><b>Home Depot</b>(<b><u>HD</u></b>): The housing downturn is likely to significantly hurt HD.</li><li><b>Disney</b>(<b><u>DIS</u></b>): DIS continues to be undermined by cord cutting.</li><li><b>Procter &amp; Gamble</b>(<b><u>PG</u></b>): The valuation of PG stock is unattractive.</li><li><b>Nike</b>(<b><u>NKE</u></b>): Post-pandemic trends and a big inventory buildup are among the negative catalysts for NKE stock.</li></ul><p>As anyone who reads my columns regularly knows, I’m generally upbeat on stocks. That’s because I believe that inflation has peaked, the Federal Reserve is poised to become much more dovish.  In addition, the Street has, for some time, underestimated the importance of the exceptionally strong employment market. However, I believe that there are some good Dow stocks to sell at this point.</p><p>That’s because, in this stock picker’s market, there are several sectors that investors should definitely avoid. For example, with consumers being hurt by inflation and many still spending much more money on experiences than products, companies that specialize in selling fairly expensive products may struggle. While that trend should reverse at some point in the medium term, given the negative commentary of a number of companies that specialize in selling goods and poor macro manufacturing data, it appears to have been stickier than I previously believed.</p><p>That’s particularly true for firms whose products are relatively expensive but rely on attracting lower-middle-class and working class-consumers.</p><p>Oil companies may also be hurt by governments actions, while insurers could struggle due to the destruction wrought by Hurricane Ian, for example.</p><p>With all of that in mind, here are seven good Dow stocks to sell.</p><p><b>Apple (AAPL)</b></p><p>There’s now clear evidence that <b>Apple</b>(NASDAQ:<b><u>AAPL</u></b>) is getting being hurt by a goods-to-services shift. According to a recent report, weak demand for the iPhone 14 has caused the hardware giant to lower the “production of iPhone 14 Plus and is increasing the output of the more expensive iPhone 14 Pro.”</p><p>Also expressing caution about Apple on<i>CNBC</i>was investor Brenda Vingiello, who warned that the company could be hit by waning consumer demand for PCs and smartphones in the wake of the pandemic. Additionally, she noted that AAPL gets 60% of its revenue from outside of the U.S. Some of those overseas markets, especially China and Europe, have problems that are much worse than those of America. Additionally, the U.S. dollar’s strength is likely to negatively impact Apple’s overseas profits.</p><p>Despite these issues, the price-earnings ratio of AAPL stock remains fairly elevated at 23.4. That’s fairly high for a company whose revenues are growing relatively slowly; on average, analysts expect the firm’s revenues to increase 4.8% to $412 billion in 2023, up from $393 billion this year.</p><p><b>Travelers Companies (TRV)</b></p><p><b>Travelers Companies’</b>(NYSE:<b><u>TRV</u></b>) third-quarter results, reported on Oct. 19, were uninspiring, thanks to Hurricane Ian. Specifically, its net income sank to $454 million versus $662 million during the same period in 2021. Additionally, its top line increased just 6%. On a positive note, its revenue from its “net written premiums” climbed 10% year over year. Still, Ian caused the firm’s “catastrophe costs” to jump 11% year over year to “$512 million pretax, net of reinsurance, from the year-earlier period,” <i>The Wall Street Journal’s Leslie Scism</i> reported.</p><p>Ian could have been much worse for Travelers, but TRV and other companies had decided to offer relatively few homeowners’ insurance policies in the hurricane-prone state. However, with climate change causing the damage and frequency of storms to increase a great deal, the next extremely ruinous hurricane, flood, or tornado could occur in a highly populated state to which Travelers is much more exposed. Such an event, in turn, could cause TRV stock to sink meaningfully. Consequently, I urge investors to sell TRV and its peers.</p><p><b>Chevron (CVX)</b></p><p>Many haven’t realized it yet, but the world recently changed for <b>Chevron</b>(NYSE:<b><u>CVX</u></b>) and its peers in the oil and gas sector. Specifically, Western governments are no longer sitting on their hands as oil and gas prices soar; instead, these governments are realizing that they can take actions that stymie price jumps caused by the “animal spirits” of profit-hungry traders.</p><p>In the U.S., the Biden Administration’s releases from the U.S.Strategic Petroleum Reserve (SPR)have caused oil prices to sink. Meanwhile, the EU’s actions have caused European natural gas prices to tumble to around prewar levels. Once investors internalize the idea that Washington and Europe are determined to prevent oil and gas prices from soaring, their appetite for CVX stock is likely to take a big hit.</p><p>Also worth noting is that 30leftist members of Congress recently signed a letter to President Joe Biden calling on him to work harder to end the war in Ukraine. If pressure ramps up on the administration and on European governments to end the war, the fighting could indeed stop sooner rather than later, causing oil and gas prices to sink and meaningfully pushing down CVX stock.</p><p><b>3M (MMM)</b></p><p><b>3M</b>(NYSE:<b><u>MMM</u></b>) just reported weak third-quarter results. Meanwhile, the company is facing a number of lawsuits that could significantly undermine its financial position. It’s another one of the top Dow stocks to sell.</p><p>3M’s sales dropped 4% year-over-year to $8.6 billion, while its operating cash flow tumbled 18% year over year. Additionally, 3M cut its 2022 sales guidance, and now expects its revenue to fall 3% to 3.5% this year, as compared to its previous outlook for a 0.5%-2.5% decline. The conglomerate anticipates that its sales, excluding acquisitions, will climb 1.5% to 2% this year. But given the current, high-inflation environment, that’s a very unimpressive increase indeed.</p><p>Meanwhile, over 230,000lawsuits have been filed against 3M for its allegedly damaging earplugs. Partially because of the legal issue, <b>Bank of America</b>(NYSE:<b><u>BAC</u></b>) recently reiterated its “underperform” rating on the shares.</p><p>On Aug. 29, <b>Morgan Stanley</b> (NYSE:<b><u>MS</u></b>) analyst Joshua Pokrzywinski estimated that 3M’sliability for the earplugs could reach $14 billion with potential for something higher. The analyst kept an “underweight” rating on the shares. As of the end of last quarter, 3M has $3 billion of cash and $17.2 billion of debt, so $14 billion of liability would indeed greatly undermine its financial position at best and make its viability going forward uncertain at worst.</p><p>The firm is trying to spin off its healthcare unit, likely in order to prevent the parent company from being hurt by the lawsuits. However, the move has been challenged in court.</p><p><b>Home Depot (HD)</b></p><p>The tremendous slowdown in the housing sector, along with the goods-to-services spending shift, isn’t great news for <b>Home Depot</b>(NYSE:<b><u>HD</u></b>). It’s another one of the top Dow stocks to sell.</p><p>In September, U.S. existing home sales fell 1.5% versusAugust and tumbled 24% year-over-year.</p><p>“Three out of the four major U.S. regions notched month-over-month sales contractions, while the West held steady. On a year-over-year basis, sales dropped in all regions,” theNational Association of Realtors reported. The continuing housing slump is bad news for Home Depot, as consumers tend to spend a great deal of money to improve the homes into which they move.</p><p>Further, as consumers spend more money on experiences, they’ll have less to spend on upgrading their homes. Much like Apple, Home Depot benefited a great deal from spending patterns during the pandemic. Now that those patterns have reversed, HD’s financial results are likely to sink. Also boding badly for HD stock, research firm <b>Evercore</b> recently lowered its rating on Home Depot’s competitor, <b>Lowe’s</b>(NYSE:<b><u>LOW</u></b>) to in-line from outperform.</p><p>“Our downgrade is based on the view that slower [home improvement] demand and disinflation could push comps lower in 2023, making margin gains muted,” the firm explained. While Evercore said it was more bullish on HD stock, I still think that the firm’s assessment of Lowe’s indicates that investors should not expect good news anytime soon from Home Depot.</p><p><b>Disney (DIS)</b></p><p>I’ve been bearish on <b>Disney</b>(NYSE:<b><u>DIS</u></b>) stock for a few years, citing the negative impacts of the cord-cutting trend. The Street finally realized the truth of these points, causing DIS stock to tumble 34% so far this year.   But with those trends continuing and DISstill trading at a relatively high forward price-earnings ratio of 19, the shares are likely to decline much further going forward. It’s another one of the top Dow stocks to sell.</p><p>Ominously for Disney, <b>Wells Fargo</b>(NYSE:<b><u>WFC</u></b>)predicted in Aug. that cord cutting would continue to be “elevated given all the content shifting to streaming, and consumers looking to trim their subscriptions due to macro and/or subscription fatigue,” In Q2, the number of consumers paying traditional TV bills fell “5.2% year-over-year,” the firm noted, worse than the 3.7% decline in Q1.For 2022, 2023, and 2024, Wellsexpects the metric to sink 5.8%, 6.7%, and 6.9%, respectively.</p><p><b>Procter &amp; Gamble (PG)</b></p><p><b>Procter &amp; Gamble</b>(NYSE:<b><u>PG</u></b>) stock has a rather high price-earnings ratioof 22. That’s because many investors are predicting that the economy will nosedive over the next year and see PG as a safe haven. But, as I’ve stated in the past, I believe that the strong employment trend, along with America’s first manufacturing boom in many decades, will prevent the economy from meaningfully sinking.</p><p>If I’m correct (and so far I have been), then the valuation multiples of PG stock are likely to sink tremendously going forward. Further reducing the attractiveness of PG, its profitability actually fell last quarter, as its operating income dropped to $4.93 billion from $5.02 billion during the same period a year earlier. And in its fiscal 2022, its OI declined to $18.6 billion from $18.7 billion during the prior year.</p><p>On Oct. 10, <b>Goldman Sachs</b>(NYSE:<b><u>GS</u></b>) downgraded the PG stock to neutral from buy, citing valuation. The firm does not believe that PG’s market share is likely to rise going forward.</p><p><b>Nike (NKE)</b></p><p><b>Nike</b>(NYSE:<b><u>NKE</u></b>) is one of the top Dow stocks to sell.  With consumers spending much more money on experiences, they have less money left over to spend on Nike’s rather expensive footwear. Adding to Nike’s woes, the company relies on China for a significant amount of its revenue. In its fiscal first quarter, Nike’ssales rose only3.6% year-over-year. Given the high-inflation environment, that’s not an impressive increase. Meanwhile, the company’s gross margin sank 2.2 percentage points YOY to 44.3%.</p><p>And perhaps most importantly, the footwear maker’s inventories soared 44% YOY. While the company blamed the increase on “supply chain” issues, I would not be surprised if weaker-than-expected demand also actually played a significant role in the inventory jump.</p><p>Expressing caution on NKE stock on Oct. 11, <b>Bank of</b> <b>America</b> (NYSE:<b><u>BAC</u></b>)wrote, “We would like to see progress on clearing through the excess inventory and have better visibility on China demand before turning more constructive on the name.” The firm kept a neutral rating on NKE stock.</p></body></html>","source":"investorplace","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>7 Dow Stocks to Sell Before They Tumble</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n7 Dow Stocks to Sell Before They Tumble\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-26 11:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/10/7-dow-stocks-to-sell-before-they-tumble/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Here are seven Dow stocks to sell to avoid getting hurt by negative trends.Apple(AAPL):  AAPL is likely to be undermined by weak demand for iPhones.Travelers(TRV): Climate change is making TRV much ...</p>\n\n<a href=\"https://investorplace.com/2022/10/7-dow-stocks-to-sell-before-they-tumble/\">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","TRV":"旅行者财产险集团","PG":"宝洁","MMM":"3M","HD":"家得宝","NKE":"耐克","DIS":"迪士尼","CVX":"雪佛龙"},"source_url":"https://investorplace.com/2022/10/7-dow-stocks-to-sell-before-they-tumble/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112617869","content_text":"Here are seven Dow stocks to sell to avoid getting hurt by negative trends.Apple(AAPL):  AAPL is likely to be undermined by weak demand for iPhones.Travelers(TRV): Climate change is making TRV much more risky than it used to be.Chevron(CVX): The appeal of CVX and its peers has been lowered by governments’ actions.3M(MMM): MMM reported weak Q3 results and is being threatened by hundreds of thousands of lawsuits.Home Depot(HD): The housing downturn is likely to significantly hurt HD.Disney(DIS): DIS continues to be undermined by cord cutting.Procter & Gamble(PG): The valuation of PG stock is unattractive.Nike(NKE): Post-pandemic trends and a big inventory buildup are among the negative catalysts for NKE stock.As anyone who reads my columns regularly knows, I’m generally upbeat on stocks. That’s because I believe that inflation has peaked, the Federal Reserve is poised to become much more dovish.  In addition, the Street has, for some time, underestimated the importance of the exceptionally strong employment market. However, I believe that there are some good Dow stocks to sell at this point.That’s because, in this stock picker’s market, there are several sectors that investors should definitely avoid. For example, with consumers being hurt by inflation and many still spending much more money on experiences than products, companies that specialize in selling fairly expensive products may struggle. While that trend should reverse at some point in the medium term, given the negative commentary of a number of companies that specialize in selling goods and poor macro manufacturing data, it appears to have been stickier than I previously believed.That’s particularly true for firms whose products are relatively expensive but rely on attracting lower-middle-class and working class-consumers.Oil companies may also be hurt by governments actions, while insurers could struggle due to the destruction wrought by Hurricane Ian, for example.With all of that in mind, here are seven good Dow stocks to sell.Apple (AAPL)There’s now clear evidence that Apple(NASDAQ:AAPL) is getting being hurt by a goods-to-services shift. According to a recent report, weak demand for the iPhone 14 has caused the hardware giant to lower the “production of iPhone 14 Plus and is increasing the output of the more expensive iPhone 14 Pro.”Also expressing caution about Apple onCNBCwas investor Brenda Vingiello, who warned that the company could be hit by waning consumer demand for PCs and smartphones in the wake of the pandemic. Additionally, she noted that AAPL gets 60% of its revenue from outside of the U.S. Some of those overseas markets, especially China and Europe, have problems that are much worse than those of America. Additionally, the U.S. dollar’s strength is likely to negatively impact Apple’s overseas profits.Despite these issues, the price-earnings ratio of AAPL stock remains fairly elevated at 23.4. That’s fairly high for a company whose revenues are growing relatively slowly; on average, analysts expect the firm’s revenues to increase 4.8% to $412 billion in 2023, up from $393 billion this year.Travelers Companies (TRV)Travelers Companies’(NYSE:TRV) third-quarter results, reported on Oct. 19, were uninspiring, thanks to Hurricane Ian. Specifically, its net income sank to $454 million versus $662 million during the same period in 2021. Additionally, its top line increased just 6%. On a positive note, its revenue from its “net written premiums” climbed 10% year over year. Still, Ian caused the firm’s “catastrophe costs” to jump 11% year over year to “$512 million pretax, net of reinsurance, from the year-earlier period,” The Wall Street Journal’s Leslie Scism reported.Ian could have been much worse for Travelers, but TRV and other companies had decided to offer relatively few homeowners’ insurance policies in the hurricane-prone state. However, with climate change causing the damage and frequency of storms to increase a great deal, the next extremely ruinous hurricane, flood, or tornado could occur in a highly populated state to which Travelers is much more exposed. Such an event, in turn, could cause TRV stock to sink meaningfully. Consequently, I urge investors to sell TRV and its peers.Chevron (CVX)Many haven’t realized it yet, but the world recently changed for Chevron(NYSE:CVX) and its peers in the oil and gas sector. Specifically, Western governments are no longer sitting on their hands as oil and gas prices soar; instead, these governments are realizing that they can take actions that stymie price jumps caused by the “animal spirits” of profit-hungry traders.In the U.S., the Biden Administration’s releases from the U.S.Strategic Petroleum Reserve (SPR)have caused oil prices to sink. Meanwhile, the EU’s actions have caused European natural gas prices to tumble to around prewar levels. Once investors internalize the idea that Washington and Europe are determined to prevent oil and gas prices from soaring, their appetite for CVX stock is likely to take a big hit.Also worth noting is that 30leftist members of Congress recently signed a letter to President Joe Biden calling on him to work harder to end the war in Ukraine. If pressure ramps up on the administration and on European governments to end the war, the fighting could indeed stop sooner rather than later, causing oil and gas prices to sink and meaningfully pushing down CVX stock.3M (MMM)3M(NYSE:MMM) just reported weak third-quarter results. Meanwhile, the company is facing a number of lawsuits that could significantly undermine its financial position. It’s another one of the top Dow stocks to sell.3M’s sales dropped 4% year-over-year to $8.6 billion, while its operating cash flow tumbled 18% year over year. Additionally, 3M cut its 2022 sales guidance, and now expects its revenue to fall 3% to 3.5% this year, as compared to its previous outlook for a 0.5%-2.5% decline. The conglomerate anticipates that its sales, excluding acquisitions, will climb 1.5% to 2% this year. But given the current, high-inflation environment, that’s a very unimpressive increase indeed.Meanwhile, over 230,000lawsuits have been filed against 3M for its allegedly damaging earplugs. Partially because of the legal issue, Bank of America(NYSE:BAC) recently reiterated its “underperform” rating on the shares.On Aug. 29, Morgan Stanley (NYSE:MS) analyst Joshua Pokrzywinski estimated that 3M’sliability for the earplugs could reach $14 billion with potential for something higher. The analyst kept an “underweight” rating on the shares. As of the end of last quarter, 3M has $3 billion of cash and $17.2 billion of debt, so $14 billion of liability would indeed greatly undermine its financial position at best and make its viability going forward uncertain at worst.The firm is trying to spin off its healthcare unit, likely in order to prevent the parent company from being hurt by the lawsuits. However, the move has been challenged in court.Home Depot (HD)The tremendous slowdown in the housing sector, along with the goods-to-services spending shift, isn’t great news for Home Depot(NYSE:HD). It’s another one of the top Dow stocks to sell.In September, U.S. existing home sales fell 1.5% versusAugust and tumbled 24% year-over-year.“Three out of the four major U.S. regions notched month-over-month sales contractions, while the West held steady. On a year-over-year basis, sales dropped in all regions,” theNational Association of Realtors reported. The continuing housing slump is bad news for Home Depot, as consumers tend to spend a great deal of money to improve the homes into which they move.Further, as consumers spend more money on experiences, they’ll have less to spend on upgrading their homes. Much like Apple, Home Depot benefited a great deal from spending patterns during the pandemic. Now that those patterns have reversed, HD’s financial results are likely to sink. Also boding badly for HD stock, research firm Evercore recently lowered its rating on Home Depot’s competitor, Lowe’s(NYSE:LOW) to in-line from outperform.“Our downgrade is based on the view that slower [home improvement] demand and disinflation could push comps lower in 2023, making margin gains muted,” the firm explained. While Evercore said it was more bullish on HD stock, I still think that the firm’s assessment of Lowe’s indicates that investors should not expect good news anytime soon from Home Depot.Disney (DIS)I’ve been bearish on Disney(NYSE:DIS) stock for a few years, citing the negative impacts of the cord-cutting trend. The Street finally realized the truth of these points, causing DIS stock to tumble 34% so far this year.   But with those trends continuing and DISstill trading at a relatively high forward price-earnings ratio of 19, the shares are likely to decline much further going forward. It’s another one of the top Dow stocks to sell.Ominously for Disney, Wells Fargo(NYSE:WFC)predicted in Aug. that cord cutting would continue to be “elevated given all the content shifting to streaming, and consumers looking to trim their subscriptions due to macro and/or subscription fatigue,” In Q2, the number of consumers paying traditional TV bills fell “5.2% year-over-year,” the firm noted, worse than the 3.7% decline in Q1.For 2022, 2023, and 2024, Wellsexpects the metric to sink 5.8%, 6.7%, and 6.9%, respectively.Procter & Gamble (PG)Procter & Gamble(NYSE:PG) stock has a rather high price-earnings ratioof 22. That’s because many investors are predicting that the economy will nosedive over the next year and see PG as a safe haven. But, as I’ve stated in the past, I believe that the strong employment trend, along with America’s first manufacturing boom in many decades, will prevent the economy from meaningfully sinking.If I’m correct (and so far I have been), then the valuation multiples of PG stock are likely to sink tremendously going forward. Further reducing the attractiveness of PG, its profitability actually fell last quarter, as its operating income dropped to $4.93 billion from $5.02 billion during the same period a year earlier. And in its fiscal 2022, its OI declined to $18.6 billion from $18.7 billion during the prior year.On Oct. 10, Goldman Sachs(NYSE:GS) downgraded the PG stock to neutral from buy, citing valuation. The firm does not believe that PG’s market share is likely to rise going forward.Nike (NKE)Nike(NYSE:NKE) is one of the top Dow stocks to sell.  With consumers spending much more money on experiences, they have less money left over to spend on Nike’s rather expensive footwear. Adding to Nike’s woes, the company relies on China for a significant amount of its revenue. In its fiscal first quarter, Nike’ssales rose only3.6% year-over-year. Given the high-inflation environment, that’s not an impressive increase. Meanwhile, the company’s gross margin sank 2.2 percentage points YOY to 44.3%.And perhaps most importantly, the footwear maker’s inventories soared 44% YOY. While the company blamed the increase on “supply chain” issues, I would not be surprised if weaker-than-expected demand also actually played a significant role in the inventory jump.Expressing caution on NKE stock on Oct. 11, Bank of America (NYSE:BAC)wrote, “We would like to see progress on clearing through the excess inventory and have better visibility on China demand before turning more constructive on the name.” The firm kept a neutral rating on NKE stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":297,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9981175430,"gmtCreate":1666442495021,"gmtModify":1676537756707,"author":{"id":"3570498584363423","authorId":"3570498584363423","name":"Itstheend","avatar":"https://community-static.tradeup.com/news/38f2cdc567d6d8a0d3deacf0d4a3aaa3","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570498584363423","idStr":"3570498584363423"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9981175430","repostId":"2277875062","repostType":4,"isVote":1,"tweetType":1,"viewCount":314,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":181162375,"gmtCreate":1623379177597,"gmtModify":1704202079626,"author":{"id":"3570498584363423","authorId":"3570498584363423","name":"Itstheend","avatar":"https://community-static.tradeup.com/news/38f2cdc567d6d8a0d3deacf0d4a3aaa3","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570498584363423","idStr":"3570498584363423"},"themes":[],"htmlText":"Like n comment pls","listText":"Like n comment pls","text":"Like n comment pls","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":8,"commentSize":11,"repostSize":0,"link":"https://ttm.financial/post/181162375","repostId":"1184070773","repostType":4,"isVote":1,"tweetType":1,"viewCount":275,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3561411454660142","authorId":"3561411454660142","name":"BruceInvests","avatar":"https://static.tigerbbs.com/10405fa513601c345286a388991d53d8","crmLevel":6,"crmLevelSwitch":0,"authorIdStr":"3561411454660142","idStr":"3561411454660142"},"content":"Comment back pls","text":"Comment back pls","html":"Comment back 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thanks"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":109006459,"gmtCreate":1619653470471,"gmtModify":1704727339995,"author":{"id":"3570498584363423","authorId":"3570498584363423","name":"Itstheend","avatar":"https://community-static.tradeup.com/news/38f2cdc567d6d8a0d3deacf0d4a3aaa3","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570498584363423","idStr":"3570498584363423"},"themes":[],"htmlText":"Wow just wow. Like n comment pls","listText":"Wow just wow. Like n comment pls","text":"Wow just wow. 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