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TheWhiteTige

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2021-06-11

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US investment bank AGP: Aurora (JG.US) Q1 results exceeded expectations again, with new product functions driving traffic improvement and ARPU growth

2021-03-10

Due

"New Debt King": Nasdaq may reproduce 2000-2003-style decline

2021-02-03

If you want to go on, you will take two steps without illness. All you have to go is gone. If you don't go, it's a waste of time.

2021-02-03

$Sundial Growers Inc.(SNDL)$ If you want to go on, you will take two steps without illness. All you have to go is gone. If you don't go, it's a waste of time.

2021-02-02

$Sundial Growers Inc.(SNDL)$ Don't panic. Now this kind of gross ticket is really too few. Cherish it if you have it.

Go to Tiger App to see more news

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16:00","market":"us","language":"zh","title":"US investment bank AGP: Aurora (JG.US) Q1 results exceeded expectations again, with new product functions driving traffic improvement and ARPU growth","url":"https://stock-news.laohu8.com/highlight/detail?id=2142274782","media":"格隆汇","summary":"格隆汇6月11日丨美国知名投资银行Alliance Global Partners昨日发布研报，维持极光“买入”评级和7美元的目标价。AGP在研报中指出：1）极光1Q21业绩再超预期，得益于市场对增值服务的持续需求，以及垂直应用的强劲复苏。6）基于1Q21超预期的业绩，将2021年收入预期从5820万美元提升至5960万美元。7）维持“买入”的评级和7美元的目标价，较极光6月10日收盘价有133%的潜在上涨空间。","content":"<p><html><body><article>Alliance Global Partners, a well-known US investment bank, released a research report yesterday, maintaining<a href=\"https://laohu8.com/S/JG\">Aurora</a>(JG.US) \"Buy\" rating and $7 price target.</p><p>AGP pointed out in the research report:</p><p>1) Aurora's 1Q21 results exceeded expectations again, thanks to the continuous market demand for value-added services and the strong recovery of vertical applications.</p><p>2) Aurora Alliance is the main catalyst for connecting applets and other advertisers with mobile apps that need traffic realization.</p><p>3) UMS and VaaS products have been introduced to the market and will become revenue growth engines as this product helps to increase customer unit price ARPU, and cross-selling opportunities.</p><p>4) The new functions of Aurora Alliance's In-app products will boost the improvement of traffic exposure and the access of more advertisers.</p><p>5）<a href=\"https://laohu8.com/S/AAPL\">Apple</a>The new IDFA policy will not have any negative impact on the Aurora business.</p><p>6) Raised 2021 revenue estimate to $59.6 million from $58.2 million based on the 1Q21 beat.</p><p>7) Maintaining a \"Buy\" rating and a $7 price target represents a 133% potential upside from Aurora's June 10 close price.</p><p></article></body></html></p>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US investment bank AGP: Aurora (JG.US) Q1 results exceeded expectations again, with new product functions driving traffic improvement and ARPU growth</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{ 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{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: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS investment bank AGP: Aurora (JG.US) Q1 results exceeded expectations again, with new product functions driving traffic improvement and ARPU growth\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">格隆汇</strong><span class=\"h-time small\">2021-06-11 16:00</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><body><article>Alliance Global Partners, a well-known US investment bank, released a research report yesterday, maintaining<a href=\"https://laohu8.com/S/JG\">Aurora</a>(JG.US) \"Buy\" rating and $7 price target.</p><p>AGP pointed out in the research report:</p><p>1) Aurora's 1Q21 results exceeded expectations again, thanks to the continuous market demand for value-added services and the strong recovery of vertical applications.</p><p>2) Aurora Alliance is the main catalyst for connecting applets and other advertisers with mobile apps that need traffic realization.</p><p>3) UMS and VaaS products have been introduced to the market and will become revenue growth engines as this product helps to increase customer unit price ARPU, and cross-selling opportunities.</p><p>4) The new functions of Aurora Alliance's In-app products will boost the improvement of traffic exposure and the access of more advertisers.</p><p>5）<a href=\"https://laohu8.com/S/AAPL\">Apple</a>The new IDFA policy will not have any negative impact on the Aurora business.</p><p>6) Raised 2021 revenue estimate to $59.6 million from $58.2 million based on the 1Q21 beat.</p><p>7) Maintaining a \"Buy\" rating and a $7 price target represents a 133% potential upside from Aurora's June 10 close price.</p><p></article></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021061116010379c51711&s=b\">格隆汇</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6696a7804fc125e32c38f848d97c02f7","relate_stocks":{"JG":"极光"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021061116010379c51711&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2142274782","content_text":"格隆汇6月11日丨美国知名投资银行Alliance Global Partners昨日发布研报，维持极光(JG.US)“买入”评级和7美元的目标价。AGP在研报中指出：1）极光1Q21业绩再超预期，得益于市场对增值服务的持续需求，以及垂直应用的强劲复苏。2）极光联盟是连接小程序及其他广告主和需要流量变现的移动APP的主要催化剂。3）UMS和VaaS产品已经推向市场并将成为收入增长引擎，因为此产品帮助提升客单价ARPU，和交叉销售的机会。4）极光联盟In-app产品新功能将助推流量曝光的提升和更多广告主的接入。5）苹果新的IDFA政策不会对极光业务有任何负面影响。6）基于1Q21超预期的业绩，将2021年收入预期从5820万美元提升至5960万美元。7）维持“买入”的评级和7美元的目标价，较极光6月10日收盘价有133%的潜在上涨空间。","news_type":1,"symbols_score_info":{"JG":1}},"isVote":1,"tweetType":1,"viewCount":2414,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":321066880,"gmtCreate":1615385969040,"gmtModify":1704782007839,"author":{"id":"3571311396692262","authorId":"3571311396692262","name":"TheWhiteTige","avatar":"https://static.tigerbbs.com/a0e11884fff332bdfd4fc9335cd437ab","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571311396692262","authorIdStr":"3571311396692262"},"themes":[],"htmlText":"Due","listText":"Due","text":"Due","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/321066880","repostId":"2118267226","repostType":4,"repost":{"id":"2118267226","kind":"news","pubTimestamp":1615374044,"share":"https://ttm.financial/m/news/2118267226?lang=en_US&edition=fundamental","pubTime":"2021-03-10 19:00","market":"us","language":"zh","title":"\"New Debt King\": Nasdaq may reproduce 2000-2003-style decline","url":"https://stock-news.laohu8.com/highlight/detail?id=2118267226","media":"华尔街见闻","summary":"今日，有“新债王”之称的DoubleLine创始人Jeffrey Gundlach在电话会上表示，尽管采取了所有的刺激措施，但在恢复经济增长速度之前，美国不会完全摆脱衰退。 Gundlach在电话会上","content":"<p>Today, Jeffrey Gundlach, founder of DoubleLine, known as the \"new debt king\", said on a conference call that despite all stimulus measures, the United States will not completely emerge from recession until the economic growth rate is restored.</p><p><h2><b>The core points Gundlach made during the call were as follows:</b></h2>With 27% of personal income in the United States coming from the government, people may begin to believe that the stimulus is permanent.</p><p>CPI will exceed 3% in June-July and stay on it for a few months.</p><p>The dollar will fall after a brief rally.</p><p>The Nasdaq may have peaked, corresponding to the double top of the 2000 bubble.</p><p>The next time the financial market crisis comes, the VIX will exceed 100.</p><p>Gold should have bottomed out after falling to $1,680 an ounce yesterday.</p><p>The cheapest asset right now is a farm.</p><p><h2>Specifically:</h2><b>People may begin to believe that stimuli are permanent</b></p><p>Gundlach pointed out that the subsidy income from the government has reached 27% of the personal income of U.S. residents, and the stimulus plan needs to continue.</p><p><img src=\"https://wpimg.wallstcn.com/c2adffa4-0bb1-43d0-832e-31902660afac.png\" tg-width=\"554\" tg-height=\"410\" referrerpolicy=\"no-referrer\"></p><p>It also brings the U.S. budget deficit already to a record 16.2% of GDP.</p><p><img src=\"https://wpimg.wallstcn.com/33661b16-c8a7-4cf2-a593-86728ce9f2f6.png\" tg-width=\"554\" tg-height=\"394\" referrerpolicy=\"no-referrer\"></p><p>For the U.S. stimulus package that gives people making $150,000 a year a bunch of money, Gundlach extends his criticism to broader debt monetization. While warning that people may begin to believe the stimulus is permanent.</p><p>The biggest problem is that we've become completely addicted to these stimulus plans. Although people may be beginning to believe that stimulus is permanent, I fear we'll see some real need for endless stimulus.<b>Dollar will fall after rebound</b></p><p>Next, on the dollar, Gundlach said that although he has been bullish on the dollar in recent months, he expects it to fall after a brief rally.</p><p><img src=\"https://wpimg.wallstcn.com/6ff6600d-5efd-48f1-98c7-9d67b61ae58c.png\" tg-width=\"554\" tg-height=\"393\" referrerpolicy=\"no-referrer\"></p><p><b>VIX to surpass 100 during next downturn</b></p><p>For the stock market, Gundlach mentioned the \"Super Six\" tech stocks and said the valuations of these stocks are staggeringly high compared to pre-pandemic levels.</p><p>He showed a surging P/E, saying the forward P/E of these tech stocks rose to 19 times, but not as high as it was in 1999. Gundlach said that on US President Joe Biden's talk of raising corporate tax rates, P/E could be higher once the bill is included in valuations.</p><p><img src=\"https://wpimg.wallstcn.com/8398291d-0b4c-4ae2-bc7b-737924619736.png\" tg-width=\"554\" tg-height=\"415\" referrerpolicy=\"no-referrer\"></p><p>Gundlach warned that the Nasdaq could see a decline like it did in 2000-2003, which may have peaked. Separately, Gundlach also made a shocking prediction: \"The VIX index will exceed 100 in the next recession.\"</p><p><b>Inflation</b></p><p>What caused the \"crash\"?</p><p>Perhaps inflation, Gundlach noted. He expects headline inflation to exceed 3% in the summer months, supported by base effects and stimulus measures.</p><p><img src=\"https://wpimg.wallstcn.com/15cf3a7d-141a-4dc6-a3b1-60ee16a958d1.png\" tg-width=\"554\" tg-height=\"418\" referrerpolicy=\"no-referrer\"></p><p>Gundlach thinks things could get worse: comparing CPI to ISM prices, he says one can reasonably predict headline inflation could exceed 4%.</p><p>It would really freak out the bond market.<img src=\"https://wpimg.wallstcn.com/bdbddb24-8f40-4ca1-ae13-5082a1391ce0.png\" tg-width=\"554\" tg-height=\"385\" referrerpolicy=\"no-referrer\"></p><p><b>Gold May Rebound</b></p><p>Gundlach mentioned that the price of gold fell to $1,680 an ounce yesterday, despite previously being neutral on gold. Now, he said this could be the low of this gold cycle, and gold could rebound in the long term.</p><p>Because the sell-off is already pretty strong. DoubleLine's models show that gold is at about fair value.</p><p>In addition, he mentioned that the gold/copper ratio indicates that the yield of the U.S. 10-year Treasury Bond should be 3%, and he expects the long-term yield to decline moderately.</p><p><img src=\"https://wpimg.wallstcn.com/fd9e3f26-a643-4268-a6ab-ab204d3055bb.png\" tg-width=\"554\" tg-height=\"379\" referrerpolicy=\"no-referrer\"></p><p><b>The Fed would welcome rising inflation</b></p><p>In the past few years, the main buyer of U.S. bonds has been the Federal Reserve. Gundlach believes that there is \"a lack of strong demand\" for U.S. bonds, pointing to the recent catastrophic sell-off of seven-year U.S. bonds as further evidence.</p><p>In Gundlach's view, the Fed would not only not worry about rising inflation, but would welcome it. Because negative interest rates will make federal debt easier to manage.</p><p><b>The cheapest asset is farmland</b></p><p>In response to the question of what is the cheapest asset in the world right now, his answer is: farmland.</p>","source":"wallstreetcn_api","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>\"New Debt King\": Nasdaq may reproduce 2000-2003-style decline</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: 12.5px; color: #7E829C; margin: 0;}\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\">\n\"New Debt King\": Nasdaq may reproduce 2000-2003-style decline\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2021-03-10 19:00</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Today, Jeffrey Gundlach, founder of DoubleLine, known as the \"new debt king\", said on a conference call that despite all stimulus measures, the United States will not completely emerge from recession until the economic growth rate is restored.</p><p><h2><b>The core points Gundlach made during the call were as follows:</b></h2>With 27% of personal income in the United States coming from the government, people may begin to believe that the stimulus is permanent.</p><p>CPI will exceed 3% in June-July and stay on it for a few months.</p><p>The dollar will fall after a brief rally.</p><p>The Nasdaq may have peaked, corresponding to the double top of the 2000 bubble.</p><p>The next time the financial market crisis comes, the VIX will exceed 100.</p><p>Gold should have bottomed out after falling to $1,680 an ounce yesterday.</p><p>The cheapest asset right now is a farm.</p><p><h2>Specifically:</h2><b>People may begin to believe that stimuli are permanent</b></p><p>Gundlach pointed out that the subsidy income from the government has reached 27% of the personal income of U.S. residents, and the stimulus plan needs to continue.</p><p><img src=\"https://wpimg.wallstcn.com/c2adffa4-0bb1-43d0-832e-31902660afac.png\" tg-width=\"554\" tg-height=\"410\" referrerpolicy=\"no-referrer\"></p><p>It also brings the U.S. budget deficit already to a record 16.2% of GDP.</p><p><img src=\"https://wpimg.wallstcn.com/33661b16-c8a7-4cf2-a593-86728ce9f2f6.png\" tg-width=\"554\" tg-height=\"394\" referrerpolicy=\"no-referrer\"></p><p>For the U.S. stimulus package that gives people making $150,000 a year a bunch of money, Gundlach extends his criticism to broader debt monetization. While warning that people may begin to believe the stimulus is permanent.</p><p>The biggest problem is that we've become completely addicted to these stimulus plans. Although people may be beginning to believe that stimulus is permanent, I fear we'll see some real need for endless stimulus.<b>Dollar will fall after rebound</b></p><p>Next, on the dollar, Gundlach said that although he has been bullish on the dollar in recent months, he expects it to fall after a brief rally.</p><p><img src=\"https://wpimg.wallstcn.com/6ff6600d-5efd-48f1-98c7-9d67b61ae58c.png\" tg-width=\"554\" tg-height=\"393\" referrerpolicy=\"no-referrer\"></p><p><b>VIX to surpass 100 during next downturn</b></p><p>For the stock market, Gundlach mentioned the \"Super Six\" tech stocks and said the valuations of these stocks are staggeringly high compared to pre-pandemic levels.</p><p>He showed a surging P/E, saying the forward P/E of these tech stocks rose to 19 times, but not as high as it was in 1999. Gundlach said that on US President Joe Biden's talk of raising corporate tax rates, P/E could be higher once the bill is included in valuations.</p><p><img src=\"https://wpimg.wallstcn.com/8398291d-0b4c-4ae2-bc7b-737924619736.png\" tg-width=\"554\" tg-height=\"415\" referrerpolicy=\"no-referrer\"></p><p>Gundlach warned that the Nasdaq could see a decline like it did in 2000-2003, which may have peaked. Separately, Gundlach also made a shocking prediction: \"The VIX index will exceed 100 in the next recession.\"</p><p><b>Inflation</b></p><p>What caused the \"crash\"?</p><p>Perhaps inflation, Gundlach noted. He expects headline inflation to exceed 3% in the summer months, supported by base effects and stimulus measures.</p><p><img src=\"https://wpimg.wallstcn.com/15cf3a7d-141a-4dc6-a3b1-60ee16a958d1.png\" tg-width=\"554\" tg-height=\"418\" referrerpolicy=\"no-referrer\"></p><p>Gundlach thinks things could get worse: comparing CPI to ISM prices, he says one can reasonably predict headline inflation could exceed 4%.</p><p>It would really freak out the bond market.<img src=\"https://wpimg.wallstcn.com/bdbddb24-8f40-4ca1-ae13-5082a1391ce0.png\" tg-width=\"554\" tg-height=\"385\" referrerpolicy=\"no-referrer\"></p><p><b>Gold May Rebound</b></p><p>Gundlach mentioned that the price of gold fell to $1,680 an ounce yesterday, despite previously being neutral on gold. Now, he said this could be the low of this gold cycle, and gold could rebound in the long term.</p><p>Because the sell-off is already pretty strong. DoubleLine's models show that gold is at about fair value.</p><p>In addition, he mentioned that the gold/copper ratio indicates that the yield of the U.S. 10-year Treasury Bond should be 3%, and he expects the long-term yield to decline moderately.</p><p><img src=\"https://wpimg.wallstcn.com/fd9e3f26-a643-4268-a6ab-ab204d3055bb.png\" tg-width=\"554\" tg-height=\"379\" referrerpolicy=\"no-referrer\"></p><p><b>The Fed would welcome rising inflation</b></p><p>In the past few years, the main buyer of U.S. bonds has been the Federal Reserve. Gundlach believes that there is \"a lack of strong demand\" for U.S. bonds, pointing to the recent catastrophic sell-off of seven-year U.S. bonds as further evidence.</p><p>In Gundlach's view, the Fed would not only not worry about rising inflation, but would welcome it. Because negative interest rates will make federal debt easier to manage.</p><p><b>The cheapest asset is farmland</b></p><p>In response to the question of what is the cheapest asset in the world right now, his answer is: farmland.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3623059\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/93c3dba7c4b0e443e40fe6df5639434d","relate_stocks":{"SQQQ":"纳指三倍做空ETF","QQQ":"纳指100ETF",".IXIC":"NASDAQ Composite","QLD":"2倍做多纳斯达克100指数ETF-ProShares","03086":"华夏纳指","TQQQ":"纳指三倍做多ETF","QID":"两倍做空纳斯达克指数ETF-ProShares","PSQ":"做空纳斯达克100指数ETF-ProShares"},"source_url":"https://wallstreetcn.com/articles/3623059","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2118267226","content_text":"今日，有“新债王”之称的DoubleLine创始人Jeffrey Gundlach在电话会上表示，尽管采取了所有的刺激措施，但在恢复经济增长速度之前，美国不会完全摆脱衰退。 Gundlach在电话会上发表的核心观点如下:美国个人收入的27%都来自政府，人们可能开始相信刺激是永久性的。CPI会在6-7月份超过3%并在上面停留几个月。美元短暂反弹后将下跌。纳斯达克可能已经见顶，对应2000年泡沫的双顶。下次金融市场危机到来VIX会超过100。黄金经过昨日跌至每盎司1680美元应该已经见底。目前最便宜的资产是农场。具体来看：人们可能开始相信刺激是永久性的Gundlach指出，在美国居民个人收入构成中，来自政府的补贴收入占比已经达到27%，而刺激计划还需要继续进行。这也使得美国的预算赤字已经达到创纪录的GDP的16.2%。对于给年收入15万美元的人一堆钱的美国刺激计划，Gundlach将其批评扩大到更广泛的债务货币化。同时警告说人们可能开始相信刺激是永久性的。最大的问题是我们已经完全沉迷于这些刺激计划。尽管人们可能开始相信刺激是永久性的，但我担心我们会看到对无休止刺激的一些实际需求。美元反弹后将下跌接下来，在谈到美元时，Gundlach表示，尽管他最近几个月一直看涨美元，但他预计美元在短暂反弹后将下跌。VIX指数在下一次经济低迷期间将超过100对于股市，Gundlach提到了“超级六大”科技股，并表示这些股票的估值与疫情前的水平相比，高得惊人。他展示了飙升的市盈率，称这些科技股的远期市盈率升至19倍，但没有1999年那么高。Gundlach表示，在美国总统乔•拜登谈论提高企业税率的问题上，一旦该法案纳入估值，市盈率可能会更高。Gundlach警告说，纳斯达克指数可能会出现2000- 2003年那样的下跌，可能已经见顶。另外，Gundlach还做出了一个令人震惊的预测:“VIX指数在下一次衰退中将超过100。”通货膨胀造成“崩盘”的原因是什么？Gundlach指出，也许是通货膨胀。在基数效应和刺激措施的支撑下，他预计今年夏天的几个月整体通货膨胀率将超过3%。Gundlach认为情况可能会变得更糟: 他将CPI与ISM价格进行了比较，说人们可以合理地预测总体通胀率可能会超过4%。这真的会吓坏债券市场。黄金可能反弹Gundlach提到金价昨日跌至每盎司1680美元，尽管此前Gundlach对黄金持中性态度。现在，他表示这可能是本轮黄金周期的低点，黄金在长期内可能反弹。因为抛售已经相当强劲。DoubleLine的模型显示，黄金大约处于公允价值。另外，他提到金/铜的比率表明，美10年期国债的收益率应该在3%，并预计长期收益率将出现温和的下跌。美联储会欢迎通胀上升在过去几年里，美债的主要买家是美联储，Gundlach认为美债\"缺乏强劲的需求\"，并指出最近七年期美债灾难性的遭抛售是进一步的证据。在Gundlach看来，美联储不仅不担心通胀上升，而且会欢迎通胀上升。因为负利率将使联邦债务更容易管理。最便宜的资产是农田在回答当前世界上最便宜的资产是什么的问题时，他的答案是：农田。","news_type":1,"symbols_score_info":{"SQQQ":0.9,"QQQ":0.9,"MNQmain":0.9,"PSQ":0.9,"TQQQ":0.9,".IXIC":0.9,"QLD":0.9,"03086":0.9,"NQmain":0.9,"QID":0.9}},"isVote":1,"tweetType":1,"viewCount":2716,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":314074409,"gmtCreate":1612282563801,"gmtModify":1704869364380,"author":{"id":"3571311396692262","authorId":"3571311396692262","name":"TheWhiteTige","avatar":"https://static.tigerbbs.com/a0e11884fff332bdfd4fc9335cd437ab","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571311396692262","authorIdStr":"3571311396692262"},"themes":[],"htmlText":"If you want to go on, you will take two steps without illness. All you have to go is gone. If you don't go, it's a waste of time.","listText":"If you want to go on, you will take two steps without illness. All you have to go is gone. If you don't go, it's a waste of time.","text":"If you want to go on, you will take two steps without illness. All you have to go is gone. If you don't go, it's a waste of time.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/314074409","isVote":1,"tweetType":1,"viewCount":2645,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":314075491,"gmtCreate":1612282507313,"gmtModify":1704869363406,"author":{"id":"3571311396692262","authorId":"3571311396692262","name":"TheWhiteTige","avatar":"https://static.tigerbbs.com/a0e11884fff332bdfd4fc9335cd437ab","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571311396692262","authorIdStr":"3571311396692262"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/SNDL\">$Sundial Growers Inc.(SNDL)$</a> If you want to go on, you will take two steps without illness. All you have to go is gone. If you don't go, it's a waste of time.","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/SNDL\">$Sundial Growers Inc.(SNDL)$</a> If you want to go on, you will take two steps without illness. All you have to go is gone. If you don't go, it's a waste of time.","text":"$Sundial Growers Inc.(SNDL)$ If you want to go on, you will take two steps without illness. All you have to go is gone. If you don't go, it's a waste of time.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/314075491","isVote":1,"tweetType":1,"viewCount":2948,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":315740090,"gmtCreate":1612278008410,"gmtModify":1704869209821,"author":{"id":"3571311396692262","authorId":"3571311396692262","name":"TheWhiteTige","avatar":"https://static.tigerbbs.com/a0e11884fff332bdfd4fc9335cd437ab","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571311396692262","authorIdStr":"3571311396692262"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/SNDL\">$Sundial Growers Inc.(SNDL)$</a> Don't panic. Now this kind of gross ticket is really too few. Cherish it if you have it.","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/SNDL\">$Sundial Growers Inc.(SNDL)$</a> Don't panic. Now this kind of gross ticket is really too few. Cherish it if you have it.","text":"$Sundial Growers Inc.(SNDL)$ Don't panic. Now this kind of gross ticket is really too few. Cherish it if you have it.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/315740090","isVote":1,"tweetType":1,"viewCount":2994,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":188378320,"gmtCreate":1623422803460,"gmtModify":1704203357880,"author":{"id":"3571311396692262","authorId":"3571311396692262","name":"TheWhiteTige","avatar":"https://static.tigerbbs.com/a0e11884fff332bdfd4fc9335cd437ab","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3571311396692262","idStr":"3571311396692262"},"themes":[],"htmlText":"nice","listText":"nice","text":"nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/188378320","repostId":"2142274782","repostType":2,"repost":{"id":"2142274782","kind":"news","pubTimestamp":1623398443,"share":"https://ttm.financial/m/news/2142274782?lang=en_US&edition=fundamental","pubTime":"2021-06-11 16:00","market":"us","language":"zh","title":"US investment bank AGP: Aurora (JG.US) Q1 results exceeded expectations again, with new product functions driving traffic improvement and ARPU growth","url":"https://stock-news.laohu8.com/highlight/detail?id=2142274782","media":"格隆汇","summary":"格隆汇6月11日丨美国知名投资银行Alliance Global Partners昨日发布研报，维持极光“买入”评级和7美元的目标价。AGP在研报中指出：1）极光1Q21业绩再超预期，得益于市场对增值服务的持续需求，以及垂直应用的强劲复苏。6）基于1Q21超预期的业绩，将2021年收入预期从5820万美元提升至5960万美元。7）维持“买入”的评级和7美元的目标价，较极光6月10日收盘价有133%的潜在上涨空间。","content":"<p><html><body><article>Alliance Global Partners, a well-known US investment bank, released a research report yesterday, maintaining<a href=\"https://laohu8.com/S/JG\">Aurora</a>(JG.US) \"Buy\" rating and $7 price target.</p><p>AGP pointed out in the research report:</p><p>1) Aurora's 1Q21 results exceeded expectations again, thanks to the continuous market demand for value-added services and the strong recovery of vertical applications.</p><p>2) Aurora Alliance is the main catalyst for connecting applets and other advertisers with mobile apps that need traffic realization.</p><p>3) UMS and VaaS products have been introduced to the market and will become revenue growth engines as this product helps to increase customer unit price ARPU, and cross-selling opportunities.</p><p>4) The new functions of Aurora Alliance's In-app products will boost the improvement of traffic exposure and the access of more advertisers.</p><p>5）<a href=\"https://laohu8.com/S/AAPL\">Apple</a>The new IDFA policy will not have any negative impact on the Aurora business.</p><p>6) Raised 2021 revenue estimate to $59.6 million from $58.2 million based on the 1Q21 beat.</p><p>7) Maintaining a \"Buy\" rating and a $7 price target represents a 133% potential upside from Aurora's June 10 close price.</p><p></article></body></html></p>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US investment bank AGP: Aurora (JG.US) Q1 results exceeded expectations again, with new product functions driving traffic improvement and ARPU growth</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: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS investment bank AGP: Aurora (JG.US) Q1 results exceeded expectations again, with new product functions driving traffic improvement and ARPU growth\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">格隆汇</strong><span class=\"h-time small\">2021-06-11 16:00</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><body><article>Alliance Global Partners, a well-known US investment bank, released a research report yesterday, maintaining<a href=\"https://laohu8.com/S/JG\">Aurora</a>(JG.US) \"Buy\" rating and $7 price target.</p><p>AGP pointed out in the research report:</p><p>1) Aurora's 1Q21 results exceeded expectations again, thanks to the continuous market demand for value-added services and the strong recovery of vertical applications.</p><p>2) Aurora Alliance is the main catalyst for connecting applets and other advertisers with mobile apps that need traffic realization.</p><p>3) UMS and VaaS products have been introduced to the market and will become revenue growth engines as this product helps to increase customer unit price ARPU, and cross-selling opportunities.</p><p>4) The new functions of Aurora Alliance's In-app products will boost the improvement of traffic exposure and the access of more advertisers.</p><p>5）<a href=\"https://laohu8.com/S/AAPL\">Apple</a>The new IDFA policy will not have any negative impact on the Aurora business.</p><p>6) Raised 2021 revenue estimate to $59.6 million from $58.2 million based on the 1Q21 beat.</p><p>7) Maintaining a \"Buy\" rating and a $7 price target represents a 133% potential upside from Aurora's June 10 close price.</p><p></article></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021061116010379c51711&s=b\">格隆汇</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6696a7804fc125e32c38f848d97c02f7","relate_stocks":{"JG":"极光"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021061116010379c51711&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2142274782","content_text":"格隆汇6月11日丨美国知名投资银行Alliance Global Partners昨日发布研报，维持极光(JG.US)“买入”评级和7美元的目标价。AGP在研报中指出：1）极光1Q21业绩再超预期，得益于市场对增值服务的持续需求，以及垂直应用的强劲复苏。2）极光联盟是连接小程序及其他广告主和需要流量变现的移动APP的主要催化剂。3）UMS和VaaS产品已经推向市场并将成为收入增长引擎，因为此产品帮助提升客单价ARPU，和交叉销售的机会。4）极光联盟In-app产品新功能将助推流量曝光的提升和更多广告主的接入。5）苹果新的IDFA政策不会对极光业务有任何负面影响。6）基于1Q21超预期的业绩，将2021年收入预期从5820万美元提升至5960万美元。7）维持“买入”的评级和7美元的目标价，较极光6月10日收盘价有133%的潜在上涨空间。","news_type":1,"symbols_score_info":{"JG":1}},"isVote":1,"tweetType":1,"viewCount":2414,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":321066880,"gmtCreate":1615385969040,"gmtModify":1704782007839,"author":{"id":"3571311396692262","authorId":"3571311396692262","name":"TheWhiteTige","avatar":"https://static.tigerbbs.com/a0e11884fff332bdfd4fc9335cd437ab","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3571311396692262","idStr":"3571311396692262"},"themes":[],"htmlText":"Due","listText":"Due","text":"Due","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/321066880","repostId":"2118267226","repostType":4,"repost":{"id":"2118267226","kind":"news","pubTimestamp":1615374044,"share":"https://ttm.financial/m/news/2118267226?lang=en_US&edition=fundamental","pubTime":"2021-03-10 19:00","market":"us","language":"zh","title":"\"New Debt King\": Nasdaq may reproduce 2000-2003-style decline","url":"https://stock-news.laohu8.com/highlight/detail?id=2118267226","media":"华尔街见闻","summary":"今日，有“新债王”之称的DoubleLine创始人Jeffrey Gundlach在电话会上表示，尽管采取了所有的刺激措施，但在恢复经济增长速度之前，美国不会完全摆脱衰退。 Gundlach在电话会上","content":"<p>Today, Jeffrey Gundlach, founder of DoubleLine, known as the \"new debt king\", said on a conference call that despite all stimulus measures, the United States will not completely emerge from recession until the economic growth rate is restored.</p><p><h2><b>The core points Gundlach made during the call were as follows:</b></h2>With 27% of personal income in the United States coming from the government, people may begin to believe that the stimulus is permanent.</p><p>CPI will exceed 3% in June-July and stay on it for a few months.</p><p>The dollar will fall after a brief rally.</p><p>The Nasdaq may have peaked, corresponding to the double top of the 2000 bubble.</p><p>The next time the financial market crisis comes, the VIX will exceed 100.</p><p>Gold should have bottomed out after falling to $1,680 an ounce yesterday.</p><p>The cheapest asset right now is a farm.</p><p><h2>Specifically:</h2><b>People may begin to believe that stimuli are permanent</b></p><p>Gundlach pointed out that the subsidy income from the government has reached 27% of the personal income of U.S. residents, and the stimulus plan needs to continue.</p><p><img src=\"https://wpimg.wallstcn.com/c2adffa4-0bb1-43d0-832e-31902660afac.png\" tg-width=\"554\" tg-height=\"410\" referrerpolicy=\"no-referrer\"></p><p>It also brings the U.S. budget deficit already to a record 16.2% of GDP.</p><p><img src=\"https://wpimg.wallstcn.com/33661b16-c8a7-4cf2-a593-86728ce9f2f6.png\" tg-width=\"554\" tg-height=\"394\" referrerpolicy=\"no-referrer\"></p><p>For the U.S. stimulus package that gives people making $150,000 a year a bunch of money, Gundlach extends his criticism to broader debt monetization. While warning that people may begin to believe the stimulus is permanent.</p><p>The biggest problem is that we've become completely addicted to these stimulus plans. Although people may be beginning to believe that stimulus is permanent, I fear we'll see some real need for endless stimulus.<b>Dollar will fall after rebound</b></p><p>Next, on the dollar, Gundlach said that although he has been bullish on the dollar in recent months, he expects it to fall after a brief rally.</p><p><img src=\"https://wpimg.wallstcn.com/6ff6600d-5efd-48f1-98c7-9d67b61ae58c.png\" tg-width=\"554\" tg-height=\"393\" referrerpolicy=\"no-referrer\"></p><p><b>VIX to surpass 100 during next downturn</b></p><p>For the stock market, Gundlach mentioned the \"Super Six\" tech stocks and said the valuations of these stocks are staggeringly high compared to pre-pandemic levels.</p><p>He showed a surging P/E, saying the forward P/E of these tech stocks rose to 19 times, but not as high as it was in 1999. Gundlach said that on US President Joe Biden's talk of raising corporate tax rates, P/E could be higher once the bill is included in valuations.</p><p><img src=\"https://wpimg.wallstcn.com/8398291d-0b4c-4ae2-bc7b-737924619736.png\" tg-width=\"554\" tg-height=\"415\" referrerpolicy=\"no-referrer\"></p><p>Gundlach warned that the Nasdaq could see a decline like it did in 2000-2003, which may have peaked. Separately, Gundlach also made a shocking prediction: \"The VIX index will exceed 100 in the next recession.\"</p><p><b>Inflation</b></p><p>What caused the \"crash\"?</p><p>Perhaps inflation, Gundlach noted. He expects headline inflation to exceed 3% in the summer months, supported by base effects and stimulus measures.</p><p><img src=\"https://wpimg.wallstcn.com/15cf3a7d-141a-4dc6-a3b1-60ee16a958d1.png\" tg-width=\"554\" tg-height=\"418\" referrerpolicy=\"no-referrer\"></p><p>Gundlach thinks things could get worse: comparing CPI to ISM prices, he says one can reasonably predict headline inflation could exceed 4%.</p><p>It would really freak out the bond market.<img src=\"https://wpimg.wallstcn.com/bdbddb24-8f40-4ca1-ae13-5082a1391ce0.png\" tg-width=\"554\" tg-height=\"385\" referrerpolicy=\"no-referrer\"></p><p><b>Gold May Rebound</b></p><p>Gundlach mentioned that the price of gold fell to $1,680 an ounce yesterday, despite previously being neutral on gold. Now, he said this could be the low of this gold cycle, and gold could rebound in the long term.</p><p>Because the sell-off is already pretty strong. DoubleLine's models show that gold is at about fair value.</p><p>In addition, he mentioned that the gold/copper ratio indicates that the yield of the U.S. 10-year Treasury Bond should be 3%, and he expects the long-term yield to decline moderately.</p><p><img src=\"https://wpimg.wallstcn.com/fd9e3f26-a643-4268-a6ab-ab204d3055bb.png\" tg-width=\"554\" tg-height=\"379\" referrerpolicy=\"no-referrer\"></p><p><b>The Fed would welcome rising inflation</b></p><p>In the past few years, the main buyer of U.S. bonds has been the Federal Reserve. Gundlach believes that there is \"a lack of strong demand\" for U.S. bonds, pointing to the recent catastrophic sell-off of seven-year U.S. bonds as further evidence.</p><p>In Gundlach's view, the Fed would not only not worry about rising inflation, but would welcome it. Because negative interest rates will make federal debt easier to manage.</p><p><b>The cheapest asset is farmland</b></p><p>In response to the question of what is the cheapest asset in the world right now, his answer is: farmland.</p>","source":"wallstreetcn_api","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>\"New Debt King\": Nasdaq may reproduce 2000-2003-style decline</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: 12.5px; color: #7E829C; margin: 0;}\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\">\n\"New Debt King\": Nasdaq may reproduce 2000-2003-style decline\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2021-03-10 19:00</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Today, Jeffrey Gundlach, founder of DoubleLine, known as the \"new debt king\", said on a conference call that despite all stimulus measures, the United States will not completely emerge from recession until the economic growth rate is restored.</p><p><h2><b>The core points Gundlach made during the call were as follows:</b></h2>With 27% of personal income in the United States coming from the government, people may begin to believe that the stimulus is permanent.</p><p>CPI will exceed 3% in June-July and stay on it for a few months.</p><p>The dollar will fall after a brief rally.</p><p>The Nasdaq may have peaked, corresponding to the double top of the 2000 bubble.</p><p>The next time the financial market crisis comes, the VIX will exceed 100.</p><p>Gold should have bottomed out after falling to $1,680 an ounce yesterday.</p><p>The cheapest asset right now is a farm.</p><p><h2>Specifically:</h2><b>People may begin to believe that stimuli are permanent</b></p><p>Gundlach pointed out that the subsidy income from the government has reached 27% of the personal income of U.S. residents, and the stimulus plan needs to continue.</p><p><img src=\"https://wpimg.wallstcn.com/c2adffa4-0bb1-43d0-832e-31902660afac.png\" tg-width=\"554\" tg-height=\"410\" referrerpolicy=\"no-referrer\"></p><p>It also brings the U.S. budget deficit already to a record 16.2% of GDP.</p><p><img src=\"https://wpimg.wallstcn.com/33661b16-c8a7-4cf2-a593-86728ce9f2f6.png\" tg-width=\"554\" tg-height=\"394\" referrerpolicy=\"no-referrer\"></p><p>For the U.S. stimulus package that gives people making $150,000 a year a bunch of money, Gundlach extends his criticism to broader debt monetization. While warning that people may begin to believe the stimulus is permanent.</p><p>The biggest problem is that we've become completely addicted to these stimulus plans. Although people may be beginning to believe that stimulus is permanent, I fear we'll see some real need for endless stimulus.<b>Dollar will fall after rebound</b></p><p>Next, on the dollar, Gundlach said that although he has been bullish on the dollar in recent months, he expects it to fall after a brief rally.</p><p><img src=\"https://wpimg.wallstcn.com/6ff6600d-5efd-48f1-98c7-9d67b61ae58c.png\" tg-width=\"554\" tg-height=\"393\" referrerpolicy=\"no-referrer\"></p><p><b>VIX to surpass 100 during next downturn</b></p><p>For the stock market, Gundlach mentioned the \"Super Six\" tech stocks and said the valuations of these stocks are staggeringly high compared to pre-pandemic levels.</p><p>He showed a surging P/E, saying the forward P/E of these tech stocks rose to 19 times, but not as high as it was in 1999. Gundlach said that on US President Joe Biden's talk of raising corporate tax rates, P/E could be higher once the bill is included in valuations.</p><p><img src=\"https://wpimg.wallstcn.com/8398291d-0b4c-4ae2-bc7b-737924619736.png\" tg-width=\"554\" tg-height=\"415\" referrerpolicy=\"no-referrer\"></p><p>Gundlach warned that the Nasdaq could see a decline like it did in 2000-2003, which may have peaked. Separately, Gundlach also made a shocking prediction: \"The VIX index will exceed 100 in the next recession.\"</p><p><b>Inflation</b></p><p>What caused the \"crash\"?</p><p>Perhaps inflation, Gundlach noted. He expects headline inflation to exceed 3% in the summer months, supported by base effects and stimulus measures.</p><p><img src=\"https://wpimg.wallstcn.com/15cf3a7d-141a-4dc6-a3b1-60ee16a958d1.png\" tg-width=\"554\" tg-height=\"418\" referrerpolicy=\"no-referrer\"></p><p>Gundlach thinks things could get worse: comparing CPI to ISM prices, he says one can reasonably predict headline inflation could exceed 4%.</p><p>It would really freak out the bond market.<img src=\"https://wpimg.wallstcn.com/bdbddb24-8f40-4ca1-ae13-5082a1391ce0.png\" tg-width=\"554\" tg-height=\"385\" referrerpolicy=\"no-referrer\"></p><p><b>Gold May Rebound</b></p><p>Gundlach mentioned that the price of gold fell to $1,680 an ounce yesterday, despite previously being neutral on gold. Now, he said this could be the low of this gold cycle, and gold could rebound in the long term.</p><p>Because the sell-off is already pretty strong. DoubleLine's models show that gold is at about fair value.</p><p>In addition, he mentioned that the gold/copper ratio indicates that the yield of the U.S. 10-year Treasury Bond should be 3%, and he expects the long-term yield to decline moderately.</p><p><img src=\"https://wpimg.wallstcn.com/fd9e3f26-a643-4268-a6ab-ab204d3055bb.png\" tg-width=\"554\" tg-height=\"379\" referrerpolicy=\"no-referrer\"></p><p><b>The Fed would welcome rising inflation</b></p><p>In the past few years, the main buyer of U.S. bonds has been the Federal Reserve. Gundlach believes that there is \"a lack of strong demand\" for U.S. bonds, pointing to the recent catastrophic sell-off of seven-year U.S. bonds as further evidence.</p><p>In Gundlach's view, the Fed would not only not worry about rising inflation, but would welcome it. Because negative interest rates will make federal debt easier to manage.</p><p><b>The cheapest asset is farmland</b></p><p>In response to the question of what is the cheapest asset in the world right now, his answer is: farmland.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3623059\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/93c3dba7c4b0e443e40fe6df5639434d","relate_stocks":{"SQQQ":"纳指三倍做空ETF","QQQ":"纳指100ETF",".IXIC":"NASDAQ Composite","QLD":"2倍做多纳斯达克100指数ETF-ProShares","03086":"华夏纳指","TQQQ":"纳指三倍做多ETF","QID":"两倍做空纳斯达克指数ETF-ProShares","PSQ":"做空纳斯达克100指数ETF-ProShares"},"source_url":"https://wallstreetcn.com/articles/3623059","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2118267226","content_text":"今日，有“新债王”之称的DoubleLine创始人Jeffrey Gundlach在电话会上表示，尽管采取了所有的刺激措施，但在恢复经济增长速度之前，美国不会完全摆脱衰退。 Gundlach在电话会上发表的核心观点如下:美国个人收入的27%都来自政府，人们可能开始相信刺激是永久性的。CPI会在6-7月份超过3%并在上面停留几个月。美元短暂反弹后将下跌。纳斯达克可能已经见顶，对应2000年泡沫的双顶。下次金融市场危机到来VIX会超过100。黄金经过昨日跌至每盎司1680美元应该已经见底。目前最便宜的资产是农场。具体来看：人们可能开始相信刺激是永久性的Gundlach指出，在美国居民个人收入构成中，来自政府的补贴收入占比已经达到27%，而刺激计划还需要继续进行。这也使得美国的预算赤字已经达到创纪录的GDP的16.2%。对于给年收入15万美元的人一堆钱的美国刺激计划，Gundlach将其批评扩大到更广泛的债务货币化。同时警告说人们可能开始相信刺激是永久性的。最大的问题是我们已经完全沉迷于这些刺激计划。尽管人们可能开始相信刺激是永久性的，但我担心我们会看到对无休止刺激的一些实际需求。美元反弹后将下跌接下来，在谈到美元时，Gundlach表示，尽管他最近几个月一直看涨美元，但他预计美元在短暂反弹后将下跌。VIX指数在下一次经济低迷期间将超过100对于股市，Gundlach提到了“超级六大”科技股，并表示这些股票的估值与疫情前的水平相比，高得惊人。他展示了飙升的市盈率，称这些科技股的远期市盈率升至19倍，但没有1999年那么高。Gundlach表示，在美国总统乔•拜登谈论提高企业税率的问题上，一旦该法案纳入估值，市盈率可能会更高。Gundlach警告说，纳斯达克指数可能会出现2000- 2003年那样的下跌，可能已经见顶。另外，Gundlach还做出了一个令人震惊的预测:“VIX指数在下一次衰退中将超过100。”通货膨胀造成“崩盘”的原因是什么？Gundlach指出，也许是通货膨胀。在基数效应和刺激措施的支撑下，他预计今年夏天的几个月整体通货膨胀率将超过3%。Gundlach认为情况可能会变得更糟: 他将CPI与ISM价格进行了比较，说人们可以合理地预测总体通胀率可能会超过4%。这真的会吓坏债券市场。黄金可能反弹Gundlach提到金价昨日跌至每盎司1680美元，尽管此前Gundlach对黄金持中性态度。现在，他表示这可能是本轮黄金周期的低点，黄金在长期内可能反弹。因为抛售已经相当强劲。DoubleLine的模型显示，黄金大约处于公允价值。另外，他提到金/铜的比率表明，美10年期国债的收益率应该在3%，并预计长期收益率将出现温和的下跌。美联储会欢迎通胀上升在过去几年里，美债的主要买家是美联储，Gundlach认为美债\"缺乏强劲的需求\"，并指出最近七年期美债灾难性的遭抛售是进一步的证据。在Gundlach看来，美联储不仅不担心通胀上升，而且会欢迎通胀上升。因为负利率将使联邦债务更容易管理。最便宜的资产是农田在回答当前世界上最便宜的资产是什么的问题时，他的答案是：农田。","news_type":1,"symbols_score_info":{"SQQQ":0.9,"QQQ":0.9,"MNQmain":0.9,"PSQ":0.9,"TQQQ":0.9,".IXIC":0.9,"QLD":0.9,"03086":0.9,"NQmain":0.9,"QID":0.9}},"isVote":1,"tweetType":1,"viewCount":2716,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":314074409,"gmtCreate":1612282563801,"gmtModify":1704869364380,"author":{"id":"3571311396692262","authorId":"3571311396692262","name":"TheWhiteTige","avatar":"https://static.tigerbbs.com/a0e11884fff332bdfd4fc9335cd437ab","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3571311396692262","idStr":"3571311396692262"},"themes":[],"htmlText":"If you want to go on, you will take two steps without illness. All you have to go is gone. If you don't go, it's a waste of time.","listText":"If you want to go on, you will take two steps without illness. All you have to go is gone. If you don't go, it's a waste of time.","text":"If you want to go on, you will take two steps without illness. All you have to go is gone. If you don't go, it's a waste of time.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/314074409","isVote":1,"tweetType":1,"viewCount":2645,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":314075491,"gmtCreate":1612282507313,"gmtModify":1704869363406,"author":{"id":"3571311396692262","authorId":"3571311396692262","name":"TheWhiteTige","avatar":"https://static.tigerbbs.com/a0e11884fff332bdfd4fc9335cd437ab","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3571311396692262","idStr":"3571311396692262"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/SNDL\">$Sundial Growers Inc.(SNDL)$</a> If you want to go on, you will take two steps without illness. All you have to go is gone. If you don't go, it's a waste of time.","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/SNDL\">$Sundial Growers Inc.(SNDL)$</a> If you want to go on, you will take two steps without illness. All you have to go is gone. If you don't go, it's a waste of time.","text":"$Sundial Growers Inc.(SNDL)$ If you want to go on, you will take two steps without illness. All you have to go is gone. If you don't go, it's a waste of time.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/314075491","isVote":1,"tweetType":1,"viewCount":2948,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":315740090,"gmtCreate":1612278008410,"gmtModify":1704869209821,"author":{"id":"3571311396692262","authorId":"3571311396692262","name":"TheWhiteTige","avatar":"https://static.tigerbbs.com/a0e11884fff332bdfd4fc9335cd437ab","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3571311396692262","idStr":"3571311396692262"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/SNDL\">$Sundial Growers Inc.(SNDL)$</a> Don't panic. Now this kind of gross ticket is really too few. Cherish it if you have it.","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/SNDL\">$Sundial Growers Inc.(SNDL)$</a> Don't panic. Now this kind of gross ticket is really too few. Cherish it if you have it.","text":"$Sundial Growers Inc.(SNDL)$ Don't panic. Now this kind of gross ticket is really too few. Cherish it if you have it.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/315740090","isVote":1,"tweetType":1,"viewCount":2994,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}