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2023-03-11

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Elon Musk Exercises Options to Acquire 10,500 Tesla Shares - Filing

2023-01-16

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2023-01-16

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US Dollar Shorts Become Favorite Trade as Fed Seen Slowing Hikes

2022-12-16

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2022-12-12

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2022-12-07

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2022-12-06

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2022-12-05

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2022-12-03

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EU Backs Russian Oil Price Cap of $60 a Barrel

2022-12-01

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2 Green Flags for Tesla's Future

2022-11-30

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Powell Will Offer a New Mantra: Slow and Steady

2022-11-28

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2022-11-27

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2022-11-27

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3 Tech Stocks You Can Count on in This Uncertain Market

2022-11-25

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Apple: Digesting This Souring Pie

2022-11-23

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2022-11-22

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Apple And Taiwan Semiconductor: Let's Ask Buffett

2022-11-21

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Options to Acquire 10,500 Tesla Shares - Filing\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\">2023-03-11 11:28</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>(Reuters) - <a href=\"https://laohu8.com/S/TSLA\">Tesla Inc</a> Chief Executive Officer Elon Musk has exercised options to acquire 10,500 shares of the electric-vehicle maker, U.S. securities filing showed on Friday.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2318875225","content_text":"(Reuters) - Tesla Inc Chief Executive Officer Elon Musk has exercised options to acquire 10,500 shares of the electric-vehicle maker, U.S. securities filing showed on 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19:42","market":"us","language":"en","title":"US Dollar Shorts Become Favorite Trade as Fed Seen Slowing Hikes","url":"https://stock-news.laohu8.com/highlight/detail?id=1159330224","media":"Bloomberg","summary":"Buy dollar trade is swiftly turning into top macro short: CIBCChina’s reopening optimism fuels gains in commodity currenciesThe dollar’s rally from an eight-month low could be fleeting as the growing ","content":"<html><head></head><body><ul><li>Buy dollar trade is swiftly turning into top macro short: CIBC</li><li>China’s reopening optimism fuels gains in commodity currencies</li></ul><p>The dollar’s rally from an eight-month low could be fleeting as the growing view that the Federal Reserve will slow the pace of interest-rate hikes is likely to keep selling pressure on the US currency.</p><p>The Bloomberg Dollar Spot Index made slight gains on Monday, but remains down nearly 2% since the start of the year as investors have sold the greenback in droves. Easing US inflation expectations has prompted funds to ditch the ultimate haven asset, triggering a rebound in most major currencies.</p><p>“Just two weeks into the year, and it feels like the big ‘buy dollar’ trade of 2022 is turning into the hottest macro short now,” said Patrick Bennett, strategist at Canadian Imperial Bank of Commerce in Hong Kong. In addition to the Fed, “we are also being driven by a reversal in China with Zero Covid scrapped well ahead of when it was expected.”</p><p><img src=\"https://static.tigerbbs.com/04f520e631d725ac4528590c0049d91f\" tg-width=\"1200\" tg-height=\"675\" width=\"100%\" height=\"auto\"/></p><p>The dollar’s fortunes have suffered a dramatic U-turn in recent months as funds from JPMorgan Asset Management to Goldman Sachs Group Inc. predict the Fed will soon rein in the pace of its tightening. Traders are now expecting the Fed fund rate to peak at 4.94% from more than 5% earlier this month.</p><p>The Bloomberg Dollar Spot Index dropped as much as 0.4% to reach the lowest since April 2022 early on Monday, before clawing back losses to trade 0.1% higher on the day. Yet more selling may be in store this year, with strategists at Morgan Stanley forecasting the euro to end the year at 1.15, ratcheting up its previous call for 1.08.</p><p>“Macro forces once constraining USD weakness are now amplifying it,” they wrote in a note. “Global growth is showing signs of buoyancy, macro and inflation uncertainty are waning, and the USD is rapidly losing its carry advantage.”</p><p>The greenback’s decline comes as data from the Commodity Futures Trading Commission show leveraged funds have cut yen shorts to the lowest level since February 2021. They also trimmed bearish bets on the Aussie while switching to net longs on the New Zealand dollar.</p><h2>Fed Pause</h2><p>The resumption of economic activity in China is bolstering demand for risk-sensitive currencies, with the Australian dollar rising above 70 US cents for the first time since August on Monday. Indonesia’s rupiah climbed more than 1%, the South Korean won advanced 0.8% and the offshore yuan rose to the strongest since July.</p><p>“The dollar is under pressure as the market becomes more confident a Fed pause is coming,” said Rodrigo Catril, strategist at National Australia Bank Ltd. in Sydney. The rise of the yuan is “just as important” for commodity-linked currencies like the Australian dollar as risk sentiment improves, he said.</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>US Dollar Shorts Become Favorite Trade as Fed Seen Slowing Hikes</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS Dollar Shorts Become Favorite Trade as Fed Seen Slowing Hikes\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-16 19:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2023-01-16/dollar-shorts-become-favorite-trade-as-fed-seen-slowing-hikes><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Buy dollar trade is swiftly turning into top macro short: CIBCChina’s reopening optimism fuels gains in commodity currenciesThe dollar’s rally from an eight-month low could be fleeting as the growing ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-01-16/dollar-shorts-become-favorite-trade-as-fed-seen-slowing-hikes\">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://www.bloomberg.com/news/articles/2023-01-16/dollar-shorts-become-favorite-trade-as-fed-seen-slowing-hikes","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159330224","content_text":"Buy dollar trade is swiftly turning into top macro short: CIBCChina’s reopening optimism fuels gains in commodity currenciesThe dollar’s rally from an eight-month low could be fleeting as the growing view that the Federal Reserve will slow the pace of interest-rate hikes is likely to keep selling pressure on the US currency.The Bloomberg Dollar Spot Index made slight gains on Monday, but remains down nearly 2% since the start of the year as investors have sold the greenback in droves. Easing US inflation expectations has prompted funds to ditch the ultimate haven asset, triggering a rebound in most major currencies.“Just two weeks into the year, and it feels like the big ‘buy dollar’ trade of 2022 is turning into the hottest macro short now,” said Patrick Bennett, strategist at Canadian Imperial Bank of Commerce in Hong Kong. In addition to the Fed, “we are also being driven by a reversal in China with Zero Covid scrapped well ahead of when it was expected.”The dollar’s fortunes have suffered a dramatic U-turn in recent months as funds from JPMorgan Asset Management to Goldman Sachs Group Inc. predict the Fed will soon rein in the pace of its tightening. Traders are now expecting the Fed fund rate to peak at 4.94% from more than 5% earlier this month.The Bloomberg Dollar Spot Index dropped as much as 0.4% to reach the lowest since April 2022 early on Monday, before clawing back losses to trade 0.1% higher on the day. Yet more selling may be in store this year, with strategists at Morgan Stanley forecasting the euro to end the year at 1.15, ratcheting up its previous call for 1.08.“Macro forces once constraining USD weakness are now amplifying it,” they wrote in a note. “Global growth is showing signs of buoyancy, macro and inflation uncertainty are waning, and the USD is rapidly losing its carry advantage.”The greenback’s decline comes as data from the Commodity Futures Trading Commission show leveraged funds have cut yen shorts to the lowest level since February 2021. They also trimmed bearish bets on the Aussie while switching to net longs on the New Zealand dollar.Fed PauseThe resumption of economic activity in China is bolstering demand for risk-sensitive currencies, with the Australian dollar rising above 70 US cents for the first time since August on Monday. Indonesia’s rupiah climbed more than 1%, the South Korean won advanced 0.8% and the offshore yuan rose to the strongest since July.“The dollar is under pressure as the market becomes more confident a Fed pause is coming,” said Rodrigo Catril, strategist at National Australia Bank Ltd. in Sydney. The rise of the yuan is “just as important” for commodity-linked currencies like the Australian dollar as risk sentiment improves, he said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":945,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9928346582,"gmtCreate":1671203868147,"gmtModify":1676538508648,"author":{"id":"3572214398550610","authorId":"3572214398550610","name":"alicialicia","avatar":"https://static.tigerbbs.com/c4b23ee891a1061c7907495a9c7da890","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572214398550610","idStr":"3572214398550610"},"themes":[],"htmlText":"Okay","listText":"Okay","text":"Okay","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9928346582","repostId":"1113454322","repostType":4,"repost":{"id":"1113454322","kind":"news","pubTimestamp":1671202950,"share":"https://ttm.financial/m/news/1113454322?lang=&edition=full_marsco","pubTime":"2022-12-16 23:02","market":"us","language":"en","title":"Top Calls on Wall Street: Meta, American Airlines, Trip.com and More","url":"https://stock-news.laohu8.com/highlight/detail?id=1113454322","media":"TheFly","summary":"Top 5 Upgrades:JPMorgan analyst Doug Anmuth upgraded Meta Platforms(META) to Overweight from Neutral","content":"<html><head></head><body><h2><b>Top 5 Upgrades:</b></h2><ul><li>JPMorgan analyst Doug Anmuth upgraded <b>Meta Platforms</b>(META) to Overweight from Neutral with a price target of $150, up from $115. The shares are down 65% year-to-date as Meta has been impacted by Apple (AAPL) privacy changes, TikTok competition, Reels headwinds, heavy hiring and expense growth, an uncertain build-out of the metaverse, and macro pressures, but some of these pressures will ease heading into 2023, Anmuth tells investors in a research note.</li><li>BTIG analyst Matthew VanVliet upgraded <b>Agilysys</b>(AGYS) to Buy from Neutral with an $83 price target. The company announced a &#34;game-changing contract win&#34; with Marriott (MAR) to deploy its property management system across U.S. and Canada luxury, premium and select service hotels over the next several years, VanVliet tells investors in a research note.</li><li>BofA analyst Vivek Arya upgraded <b>Cadence Design</b>(CDNS) and <b>Synopsys</b>(SNPS) to Buy from Neutral. His prior concerns about the impact from China restrictions on electronic design automation, or EDA, demand &#34;have proven to be overly conservative,&#34; said Arya, who notes that most U.S. restrictions were focused on the delivery of fab equipment and not EDA.</li><li>UBS analyst Wei Xiong upgraded <b>Trip.com Group</b>(TCOM) to Buy from Neutral with a price target of $41, up from $28. The recent accelerated easing of COVID controls in China, a likely faster-than-expected outbound travel recovery, and continued momentum in overseas markets provides better visibility on improving fundamentals, said Xiong, who raised 2023 and 2024 revenue and earnings estimates for Trip.com.</li><li>UBS analyst Colin Bristow upgraded <b>Sarepta</b>(SRPT) to Buy from Neutral with a price target of $158, up from $100, telling investors that he views it as &#34;highly likely&#34; that accelerated approval is granted for SRP-9001 in Duchenne muscular dystrophy, or DMD, by the PDUFA date of May 29.</li></ul><h2><b>Top 5 Downgrades:</b></h2><ul><li>BMO Capital analyst John Kim downgraded <b>Equity Residential</b>(EQR) to Underperform from Market Perform with a price target of $61, down from $70. The analyst cites the &#34;looming&#34; recession and rising unemployment for the downgrade. He says Equity Residential screens expensive and is cautious on the multifamily sector.</li><li>RBC Capital analyst Ken Herbert downgraded <b>Mercury Systems</b>(MRCY) to Sector Perform from Outperform with a price target of $54, down from $66. Heading into 2023, the defense supply chain remains a risk for Mercury, one of the most impacted by the supply chain disruptions in the group, Herbert tells investors in a research note.</li><li>JPMorgan analyst Anthony Paolone downgraded <b>AvalonBay</b>(AVB) to Underweight from Neutral with a price target of $197, down from $206. The analyst is &#34;more constructive&#34; on real estate investment trusts going into next year.</li><li>Wells Fargo analyst Elyse Greenspan downgraded <b>Prudential Financial</b>(PRU) to Underweight from Equal Weight with an unchanged price target of $101. The analyst cites relative value for the downgrade, saying Prudential&#39;s valuation has expanded relative to MetLife (MET) versus historical levels.</li><li>Morgan Stanley analyst Thomas Yeh downgraded <b>New York Times</b>(NYT) to Equal Weight from Overweight with an unchanged price target of $37. Recent underperformance in net adds lowers his confidence in capturing the long-term opportunity while growing macro headwinds for advertising revenues &#34;put 2023 expectations at risk,&#34; Yeh tells investors.</li></ul><h2><b>Top 5 Initiations:</b></h2><ul><li>Goldman Sachs analyst Catherine O&#39;Brien resumed coverage of <b>American Airlines</b>(AAL) with a Neutral rating and $13 price target. While positive on the backdrop for airlines, the analyst says the economic outlook is uncertain. In this environment, she favors stocks with &#34;idiosyncratic earnings drivers, relatively more recovery tailwinds remaining, or characteristics that reduce downside risk.&#34;</li><li>DA Davidson analyst Rudy Kessinger initiated coverage of <b>CyberArk</b>(CYBR) with a Buy rating and $175 price target. The company has a clear market leadership position in privileged access management, the most critical pillar of identity security, Kessinger tells investors in a research note.</li><li>JPMorgan analyst Brian Cheng initiated coverage of <b>Senti Bio</b>(SNTI) with a Neutral rating and no price target. Senti is a preclinical-stage biotech company leveraging modified natural killer immune cells to treat blood and solid tumors, Cheng tells investors in a research note.</li><li>UBS analyst Dennis Geiger initiated coverage of <b>Cracker Barrel</b>(CBRL) with a Neutral rating and $105 price target. Cracker Barrel&#39;s differentiated brands and enhancements to menu, off-premise, and digital highlight improvements in recent years support same-store sales growth, free cash flow generation and capital returns to shareholders, Geiger says in a research note.</li><li>Barclays analyst Ryan MacWilliams initiated coverage of <b>Atlassian</b>(TEAM) with an Equal Weight rating and $155 price target. The analyst believes the consolidation of broader developer tools is an &#34;attractive value creation opportunity for leading platform players.&#34;</li></ul></body></html>","source":"lsy1666364704704","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Top Calls on Wall Street: Meta, American Airlines, Trip.com and More</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTop Calls on Wall Street: Meta, American Airlines, Trip.com and More\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-16 23:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://thefly.com/landingPageNews.php?id=3634532&headline=META;EQR;MRCY;AAL;AGYS;SNTI;SNPS;CDNS;TCOM;SRPT;AVB;PRU;CBRL;TEAM-Street-Wrap-Todays-Top--Upgrades-Downgrades-Initiations><strong>TheFly</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Top 5 Upgrades:JPMorgan analyst Doug Anmuth upgraded Meta Platforms(META) to Overweight from Neutral with a price target of $150, up from $115. The shares are down 65% year-to-date as Meta has been ...</p>\n\n<a href=\"https://thefly.com/landingPageNews.php?id=3634532&headline=META;EQR;MRCY;AAL;AGYS;SNTI;SNPS;CDNS;TCOM;SRPT;AVB;PRU;CBRL;TEAM-Street-Wrap-Todays-Top--Upgrades-Downgrades-Initiations\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAL":"美国航空","META":"Meta Platforms, Inc.","TCOM":"携程网"},"source_url":"https://thefly.com/landingPageNews.php?id=3634532&headline=META;EQR;MRCY;AAL;AGYS;SNTI;SNPS;CDNS;TCOM;SRPT;AVB;PRU;CBRL;TEAM-Street-Wrap-Todays-Top--Upgrades-Downgrades-Initiations","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1113454322","content_text":"Top 5 Upgrades:JPMorgan analyst Doug Anmuth upgraded Meta Platforms(META) to Overweight from Neutral with a price target of $150, up from $115. The shares are down 65% year-to-date as Meta has been impacted by Apple (AAPL) privacy changes, TikTok competition, Reels headwinds, heavy hiring and expense growth, an uncertain build-out of the metaverse, and macro pressures, but some of these pressures will ease heading into 2023, Anmuth tells investors in a research note.BTIG analyst Matthew VanVliet upgraded Agilysys(AGYS) to Buy from Neutral with an $83 price target. The company announced a \"game-changing contract win\" with Marriott (MAR) to deploy its property management system across U.S. and Canada luxury, premium and select service hotels over the next several years, VanVliet tells investors in a research note.BofA analyst Vivek Arya upgraded Cadence Design(CDNS) and Synopsys(SNPS) to Buy from Neutral. His prior concerns about the impact from China restrictions on electronic design automation, or EDA, demand \"have proven to be overly conservative,\" said Arya, who notes that most U.S. restrictions were focused on the delivery of fab equipment and not EDA.UBS analyst Wei Xiong upgraded Trip.com Group(TCOM) to Buy from Neutral with a price target of $41, up from $28. The recent accelerated easing of COVID controls in China, a likely faster-than-expected outbound travel recovery, and continued momentum in overseas markets provides better visibility on improving fundamentals, said Xiong, who raised 2023 and 2024 revenue and earnings estimates for Trip.com.UBS analyst Colin Bristow upgraded Sarepta(SRPT) to Buy from Neutral with a price target of $158, up from $100, telling investors that he views it as \"highly likely\" that accelerated approval is granted for SRP-9001 in Duchenne muscular dystrophy, or DMD, by the PDUFA date of May 29.Top 5 Downgrades:BMO Capital analyst John Kim downgraded Equity Residential(EQR) to Underperform from Market Perform with a price target of $61, down from $70. The analyst cites the \"looming\" recession and rising unemployment for the downgrade. He says Equity Residential screens expensive and is cautious on the multifamily sector.RBC Capital analyst Ken Herbert downgraded Mercury Systems(MRCY) to Sector Perform from Outperform with a price target of $54, down from $66. Heading into 2023, the defense supply chain remains a risk for Mercury, one of the most impacted by the supply chain disruptions in the group, Herbert tells investors in a research note.JPMorgan analyst Anthony Paolone downgraded AvalonBay(AVB) to Underweight from Neutral with a price target of $197, down from $206. The analyst is \"more constructive\" on real estate investment trusts going into next year.Wells Fargo analyst Elyse Greenspan downgraded Prudential Financial(PRU) to Underweight from Equal Weight with an unchanged price target of $101. The analyst cites relative value for the downgrade, saying Prudential's valuation has expanded relative to MetLife (MET) versus historical levels.Morgan Stanley analyst Thomas Yeh downgraded New York Times(NYT) to Equal Weight from Overweight with an unchanged price target of $37. Recent underperformance in net adds lowers his confidence in capturing the long-term opportunity while growing macro headwinds for advertising revenues \"put 2023 expectations at risk,\" Yeh tells investors.Top 5 Initiations:Goldman Sachs analyst Catherine O'Brien resumed coverage of American Airlines(AAL) with a Neutral rating and $13 price target. While positive on the backdrop for airlines, the analyst says the economic outlook is uncertain. In this environment, she favors stocks with \"idiosyncratic earnings drivers, relatively more recovery tailwinds remaining, or characteristics that reduce downside risk.\"DA Davidson analyst Rudy Kessinger initiated coverage of CyberArk(CYBR) with a Buy rating and $175 price target. The company has a clear market leadership position in privileged access management, the most critical pillar of identity security, Kessinger tells investors in a research note.JPMorgan analyst Brian Cheng initiated coverage of Senti Bio(SNTI) with a Neutral rating and no price target. Senti is a preclinical-stage biotech company leveraging modified natural killer immune cells to treat blood and solid tumors, Cheng tells investors in a research note.UBS analyst Dennis Geiger initiated coverage of Cracker Barrel(CBRL) with a Neutral rating and $105 price target. Cracker Barrel's differentiated brands and enhancements to menu, off-premise, and digital highlight improvements in recent years support same-store sales growth, free cash flow generation and capital returns to shareholders, Geiger says in a research note.Barclays analyst Ryan MacWilliams initiated coverage of Atlassian(TEAM) with an Equal Weight rating and $155 price target. The analyst believes the consolidation of broader developer tools is an \"attractive value creation opportunity for leading platform players.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":1297,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9921457968,"gmtCreate":1671117732055,"gmtModify":1676538493567,"author":{"id":"3572214398550610","authorId":"3572214398550610","name":"alicialicia","avatar":"https://static.tigerbbs.com/c4b23ee891a1061c7907495a9c7da890","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572214398550610","idStr":"3572214398550610"},"themes":[],"htmlText":"Okay","listText":"Okay","text":"Okay","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9921457968","repostId":"1137906061","repostType":4,"repost":{"id":"1137906061","kind":"news","pubTimestamp":1671114130,"share":"https://ttm.financial/m/news/1137906061?lang=&edition=full_marsco","pubTime":"2022-12-15 22:22","market":"us","language":"en","title":"Chinese Stock Delisting Threat Eases as US Gets Access to Audit Data","url":"https://stock-news.laohu8.com/highlight/detail?id=1137906061","media":"Bloomberg","summary":"US watchdog says that it has been able to review audit papersShares jumped after the PCAOB’s announcement on ThursdayAbout 200 companies based in China and Hong Kong are no longer facing an acute thre","content":"<html><head></head><body><ul><li>US watchdog says that it has been able to review audit papers</li><li>Shares jumped after the PCAOB’s announcement on Thursday</li></ul><p><img src=\"https://static.tigerbbs.com/c0a01629590da18205cbfed927c2ea25\" tg-width=\"800\" tg-height=\"533\" referrerpolicy=\"no-referrer\"/></p><p>About 200 companies based in China and Hong Kong are no longer facing an acute threat of being booted off American stock exchanges.</p><p>The US Public Company Accounting Oversight Board said its inspectors have been able to sufficiently review audit documents from firms based in the two jurisdictions. The determination diminishes the chances that companies includingAlibaba Group Holding LtdandJD.com Inc.will be delisted in New York.</p><p>Shares of US-listed China stocks jumped across the board in premarket trading.</p><p>“Inspectors and investigators were able to view complete audit work papers with all information included, and the PCAOB was able to retain information as needed,” the watchdog said in a statement.</p><p>PCAOB Chair Erica Williams told reporters after the announcement that the agency would re-assess if access started be less available.</p><p>China and Hong Kong are the only places that historically haven’t allowed the reviews, with officials citing national security and confidentiality concerns. The auditor watchdog’s announcement follows a recent high-stakes round of PCAOB inspections in Hong Kong, which represented a major break through in a long-running dispute.</p><p>The clash over audits became a political sticking point after a US law in 2020 said firms whose work papers can’t be inspected face being kicked off theNew York Stock Exchangeand Nasdaq. The legislation set a three-year timeframe for the delisting companies.</p><p>In a separate statement, SEC Chair Gary Gensler lauded the announcement. “This marks the first time that Chinese authorities allowed access for complete inspections and investigations meeting US standards,” he said in a statement, adding that inspectors must continue to be able to review the papers.</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>Chinese Stock Delisting Threat Eases as US Gets Access to Audit Data</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\">\nChinese Stock Delisting Threat Eases as US Gets Access to Audit Data\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-15 22:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-12-15/chinese-stock-delisting-risk-falls-after-us-watchdog-got-access><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>US watchdog says that it has been able to review audit papersShares jumped after the PCAOB’s announcement on ThursdayAbout 200 companies based in China and Hong Kong are no longer facing an acute ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-12-15/chinese-stock-delisting-risk-falls-after-us-watchdog-got-access\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","XPEV":"小鹏汽车","BIDU":"百度","LI":"理想汽车","JD":"京东","BABA":"阿里巴巴","PDD":"拼多多"},"source_url":"https://www.bloomberg.com/news/articles/2022-12-15/chinese-stock-delisting-risk-falls-after-us-watchdog-got-access","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137906061","content_text":"US watchdog says that it has been able to review audit papersShares jumped after the PCAOB’s announcement on ThursdayAbout 200 companies based in China and Hong Kong are no longer facing an acute threat of being booted off American stock exchanges.The US Public Company Accounting Oversight Board said its inspectors have been able to sufficiently review audit documents from firms based in the two jurisdictions. The determination diminishes the chances that companies includingAlibaba Group Holding LtdandJD.com Inc.will be delisted in New York.Shares of US-listed China stocks jumped across the board in premarket trading.“Inspectors and investigators were able to view complete audit work papers with all information included, and the PCAOB was able to retain information as needed,” the watchdog said in a statement.PCAOB Chair Erica Williams told reporters after the announcement that the agency would re-assess if access started be less available.China and Hong Kong are the only places that historically haven’t allowed the reviews, with officials citing national security and confidentiality concerns. The auditor watchdog’s announcement follows a recent high-stakes round of PCAOB inspections in Hong Kong, which represented a major break through in a long-running dispute.The clash over audits became a political sticking point after a US law in 2020 said firms whose work papers can’t be inspected face being kicked off theNew York Stock Exchangeand Nasdaq. The legislation set a three-year timeframe for the delisting companies.In a separate statement, SEC Chair Gary Gensler lauded the announcement. “This marks the first time that Chinese authorities allowed access for complete inspections and investigations meeting US standards,” he said in a statement, adding that inspectors must continue to be able to review the papers.","news_type":1},"isVote":1,"tweetType":1,"viewCount":954,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9921849537,"gmtCreate":1671032549730,"gmtModify":1676538479157,"author":{"id":"3572214398550610","authorId":"3572214398550610","name":"alicialicia","avatar":"https://static.tigerbbs.com/c4b23ee891a1061c7907495a9c7da890","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572214398550610","idStr":"3572214398550610"},"themes":[],"htmlText":"Okay","listText":"Okay","text":"Okay","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9921849537","repostId":"1132223607","repostType":4,"repost":{"id":"1132223607","kind":"news","pubTimestamp":1671009006,"share":"https://ttm.financial/m/news/1132223607?lang=&edition=full_marsco","pubTime":"2022-12-14 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":938,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9923201806,"gmtCreate":1670858365806,"gmtModify":1676538447434,"author":{"id":"3572214398550610","authorId":"3572214398550610","name":"alicialicia","avatar":"https://static.tigerbbs.com/c4b23ee891a1061c7907495a9c7da890","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572214398550610","idStr":"3572214398550610"},"themes":[],"htmlText":"Okay&nbsp;","listText":"Okay&nbsp;","text":"Okay","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9923201806","repostId":"1184694706","repostType":4,"isVote":1,"tweetType":1,"viewCount":1034,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9920978561,"gmtCreate":1670426242653,"gmtModify":1676538365651,"author":{"id":"3572214398550610","authorId":"3572214398550610","name":"alicialicia","avatar":"https://static.tigerbbs.com/c4b23ee891a1061c7907495a9c7da890","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572214398550610","idStr":"3572214398550610"},"themes":[],"htmlText":"Okay","listText":"Okay","text":"Okay","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9920978561","repostId":"1181712898","repostType":4,"isVote":1,"tweetType":1,"viewCount":1228,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9967254973,"gmtCreate":1670339511493,"gmtModify":1676538347650,"author":{"id":"3572214398550610","authorId":"3572214398550610","name":"alicialicia","avatar":"https://static.tigerbbs.com/c4b23ee891a1061c7907495a9c7da890","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572214398550610","idStr":"3572214398550610"},"themes":[],"htmlText":"Okay","listText":"Okay","text":"Okay","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9967254973","repostId":"1183376534","repostType":4,"isVote":1,"tweetType":1,"viewCount":1076,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9967950033,"gmtCreate":1670252574922,"gmtModify":1676538329942,"author":{"id":"3572214398550610","authorId":"3572214398550610","name":"alicialicia","avatar":"https://static.tigerbbs.com/c4b23ee891a1061c7907495a9c7da890","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572214398550610","idStr":"3572214398550610"},"themes":[],"htmlText":"Okay","listText":"Okay","text":"Okay","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9967950033","repostId":"1144784524","repostType":4,"isVote":1,"tweetType":1,"viewCount":1103,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9964113787,"gmtCreate":1670108378050,"gmtModify":1676538302078,"author":{"id":"3572214398550610","authorId":"3572214398550610","name":"alicialicia","avatar":"https://static.tigerbbs.com/c4b23ee891a1061c7907495a9c7da890","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572214398550610","idStr":"3572214398550610"},"themes":[],"htmlText":"Okay","listText":"Okay","text":"Okay","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9964113787","repostId":"1103525840","repostType":4,"repost":{"id":"1103525840","kind":"news","pubTimestamp":1670024554,"share":"https://ttm.financial/m/news/1103525840?lang=&edition=full_marsco","pubTime":"2022-12-03 07:42","market":"fut","language":"en","title":"EU Backs Russian Oil Price Cap of $60 a Barrel","url":"https://stock-news.laohu8.com/highlight/detail?id=1103525840","media":"The Wall Street Journal","summary":"The Group of Seven advanced democracies agreed tocap the price of Russian crude oilat $60 a barrel, moving forward with an unprecedented sanction on one of the world’s largest oil producers months aft","content":"<html><head></head><body><p><img src=\"https://static.tigerbbs.com/03f9343343cdf98f03443da12104c2a7\" tg-width=\"860\" tg-height=\"573\" referrerpolicy=\"no-referrer\"/>The Group of Seven advanced democracies agreed tocap the price of Russian crude oilat $60 a barrel, moving forward with an unprecedented sanction on one of the world’s largest oil producers months after its invasion of Ukraine.</p><p>The agreement among Australia and the G-7—Canada, France, Germany, Italy, Japan, the U.K. and the U.S.—came just hours after the European Union united behind the figure. Poland, a holdout over the past few days for a lower cap, agreed to $60 a barrel earlier on Friday, clearing the way for the deal. The European Commission, the EU’s executive arm, had initially proposed setting the cap between $65 to $70 a barrel.</p><p>The cap will ban Western companies from insuring, financing or shipping Russian oil unless the oil is sold below $60 a barrel. The U.S. and its allies designed the system in an attempt to cut intoMoscow’s oil revenueswhile keeping Russian crude—an important part of global supply—available on the market. It aims to leverage the concentration of maritime services in the West to curb Moscow’s ability to wagewar in Ukraine.</p><p>“With Russia’s economy already contracting and its budget increasingly stretched thin, the price cap will immediately cut into [Russian President Vladimir] Putin’s most important source of revenue,” Treasury SecretaryJanet Yellen, the lead architect of the plan, said in a statement.</p><p>Russian officials have threatened to cut off oil exports in response to the cap, arguing that the sanction distorts market dynamics and could lead to an increase in global prices. But as of Friday, there were no signs on markets that Russia had started to withdraw its oil from global markets.</p><p>Brent crude, the global oil benchmark, traded around $85 a barrel Friday, dropping after the EU reached its agreement. Analysts and U.S. officials view the price of Russian crude, or Urals, as opaque and difficult to discover. Data provider Refinitiv listed the price of Urals at about $69 a barrel on Thursday, while Argus Media pegged the price at about $48 a barrel in the Baltic port of Primorsk on Wednesday. Western officials maintain that a cap at $60 a barrel will still cut into Russia’s profits and have said they could lower the price over time.</p><p>“The EU agreement on an oil price cap, coordinated with G-7 and others, will reduce Russia’s revenues significantly,” European Commission PresidentUrsula von der Leyensaid in a tweet Friday. “It will help us stabilize global energy prices, benefiting emerging economies around the world.”</p><p>Biden administration officials had hoped to have selected the price cap several weeks ago, but disagreements with Europe about how harsh to make the penalty delayed the effort.</p><p>Ms. Yellen and other U.S. officials pushed the plan hard to get it into place this year. Within half an hour of Poland saying Thursday it needed extra time to consider the price cap, Polish government officials were receiving phone calls from senior U.S. officials pushing them to sign off, according to a Polish official.</p><p>The governments of India and China, two of the largest buyers of Russian crude, haven’t embraced the price-cap proposal, wary of joining a U.S.-led sanction program against Russia. Biden administration officials say they hope that refineries and other buyers in India might opt to comply with the cap so they can access cheaper and more reliable Western maritime services.</p><p>In general, the U.S. is relying on the lure of cheaper oil—and the centrality of Western maritime services—to woo buyers worldwide to buy oil under the cap. Earlier efforts to encourage countries to affirmatively commit to buying Russian oil at a price set by the West largely fizzled, as countries that haven&#39;t joined sanctions on Russia remained neutral. Some countries, though, including Indonesia, have indicated that they would buy cheaper oil if it is available through the plan.</p><p>The EU and U.K. will also ban the import of Russian crude on Monday, meaning the cap is aimed at Russia’s sales to the rest of the global market. They will ban the import of Russian refinery products on Feb. 5, 2023, when the West is also hoping to set price caps on the export of Russian petroleum products.</p><p>Poland, Lithuania and Estonia argued during talks that the cap should be set below Russia’s current market rates. They secured a commitment to review the price level every two months starting in mid-January. The EU says the aim would be to set the cap at least 5% below Russia’s market prices.</p><p>Adjusting the price will renew a debate that has been at the center of the price cap effort: how tightly to squeeze Russia’s oil industry. U.S. officials, wary of upsetting global oil markets after oil climbed to roughly $120 a barrel earlier this year, have pushed to make the sanction a relatively relaxed program. In Eastern Europe, as well as in Ukraine and in some offices on Capitol Hill, officials have sought to impose stricter sanctions on Russian oil to try to squeeze a central source of tax revenue for Moscow.</p><p>When negotiations over the price started last week in Brussels, Polish officials sought a cap at $30 a barrel, a level they said was in line with Russia’s production costs. U.S. officials wanted to a limit near Russia’s historical sales prices of around $65 a barrel, hoping to preserve Russia’s incentive to keep supplying global markets.</p><p>The U.S. has tried to roll back elements of Europe’s sanctions on Russian oil this year. Biden administration officials conceived of the price cap itself as a way to relax Europe’s original plan to completelyban the insurance and financing of Russian oil shipments. Because much of the world’s maritime insurance is concentrated in London, U.S. officials worried that a full ban could jeopardize global oil markets and send crude as high as $140 a barrel. The price cap is a carve-out to those original plans.</p><p>U.S. officials tried to craft the plan so that banks, insurers and traders will feel comfortable handling Russian oil, pushing so that only firms that intentionally handle oil traded above the cap will face penalties.</p><p>The plan nevertheless faced steep skepticism from oil traders and financiers after it was introduced in the spring. They raised a number of concerns about the plan: Russia could refuse to sell its crude under the cap, large buyers of Russian oil may not respect the Western rules and the private sector would struggle to comply with new requirements.</p></body></html>","source":"wsj_highlight","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>EU Backs Russian Oil Price Cap of $60 a Barrel</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\">\nEU Backs Russian Oil Price Cap of $60 a Barrel\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-03 07:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.wsj.com/articles/eu-g-7-wait-on-poland-to-advance-with-russian-oil-price-cap-11669983529?mod=hp_lead_pos1><strong>The Wall Street Journal</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Group of Seven advanced democracies agreed tocap the price of Russian crude oilat $60 a barrel, moving forward with an unprecedented sanction on one of the world’s largest oil producers months ...</p>\n\n<a href=\"https://www.wsj.com/articles/eu-g-7-wait-on-poland-to-advance-with-russian-oil-price-cap-11669983529?mod=hp_lead_pos1\">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://www.wsj.com/articles/eu-g-7-wait-on-poland-to-advance-with-russian-oil-price-cap-11669983529?mod=hp_lead_pos1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103525840","content_text":"The Group of Seven advanced democracies agreed tocap the price of Russian crude oilat $60 a barrel, moving forward with an unprecedented sanction on one of the world’s largest oil producers months after its invasion of Ukraine.The agreement among Australia and the G-7—Canada, France, Germany, Italy, Japan, the U.K. and the U.S.—came just hours after the European Union united behind the figure. Poland, a holdout over the past few days for a lower cap, agreed to $60 a barrel earlier on Friday, clearing the way for the deal. The European Commission, the EU’s executive arm, had initially proposed setting the cap between $65 to $70 a barrel.The cap will ban Western companies from insuring, financing or shipping Russian oil unless the oil is sold below $60 a barrel. The U.S. and its allies designed the system in an attempt to cut intoMoscow’s oil revenueswhile keeping Russian crude—an important part of global supply—available on the market. It aims to leverage the concentration of maritime services in the West to curb Moscow’s ability to wagewar in Ukraine.“With Russia’s economy already contracting and its budget increasingly stretched thin, the price cap will immediately cut into [Russian President Vladimir] Putin’s most important source of revenue,” Treasury SecretaryJanet Yellen, the lead architect of the plan, said in a statement.Russian officials have threatened to cut off oil exports in response to the cap, arguing that the sanction distorts market dynamics and could lead to an increase in global prices. But as of Friday, there were no signs on markets that Russia had started to withdraw its oil from global markets.Brent crude, the global oil benchmark, traded around $85 a barrel Friday, dropping after the EU reached its agreement. Analysts and U.S. officials view the price of Russian crude, or Urals, as opaque and difficult to discover. Data provider Refinitiv listed the price of Urals at about $69 a barrel on Thursday, while Argus Media pegged the price at about $48 a barrel in the Baltic port of Primorsk on Wednesday. Western officials maintain that a cap at $60 a barrel will still cut into Russia’s profits and have said they could lower the price over time.“The EU agreement on an oil price cap, coordinated with G-7 and others, will reduce Russia’s revenues significantly,” European Commission PresidentUrsula von der Leyensaid in a tweet Friday. “It will help us stabilize global energy prices, benefiting emerging economies around the world.”Biden administration officials had hoped to have selected the price cap several weeks ago, but disagreements with Europe about how harsh to make the penalty delayed the effort.Ms. Yellen and other U.S. officials pushed the plan hard to get it into place this year. Within half an hour of Poland saying Thursday it needed extra time to consider the price cap, Polish government officials were receiving phone calls from senior U.S. officials pushing them to sign off, according to a Polish official.The governments of India and China, two of the largest buyers of Russian crude, haven’t embraced the price-cap proposal, wary of joining a U.S.-led sanction program against Russia. Biden administration officials say they hope that refineries and other buyers in India might opt to comply with the cap so they can access cheaper and more reliable Western maritime services.In general, the U.S. is relying on the lure of cheaper oil—and the centrality of Western maritime services—to woo buyers worldwide to buy oil under the cap. Earlier efforts to encourage countries to affirmatively commit to buying Russian oil at a price set by the West largely fizzled, as countries that haven't joined sanctions on Russia remained neutral. Some countries, though, including Indonesia, have indicated that they would buy cheaper oil if it is available through the plan.The EU and U.K. will also ban the import of Russian crude on Monday, meaning the cap is aimed at Russia’s sales to the rest of the global market. They will ban the import of Russian refinery products on Feb. 5, 2023, when the West is also hoping to set price caps on the export of Russian petroleum products.Poland, Lithuania and Estonia argued during talks that the cap should be set below Russia’s current market rates. They secured a commitment to review the price level every two months starting in mid-January. The EU says the aim would be to set the cap at least 5% below Russia’s market prices.Adjusting the price will renew a debate that has been at the center of the price cap effort: how tightly to squeeze Russia’s oil industry. U.S. officials, wary of upsetting global oil markets after oil climbed to roughly $120 a barrel earlier this year, have pushed to make the sanction a relatively relaxed program. In Eastern Europe, as well as in Ukraine and in some offices on Capitol Hill, officials have sought to impose stricter sanctions on Russian oil to try to squeeze a central source of tax revenue for Moscow.When negotiations over the price started last week in Brussels, Polish officials sought a cap at $30 a barrel, a level they said was in line with Russia’s production costs. U.S. officials wanted to a limit near Russia’s historical sales prices of around $65 a barrel, hoping to preserve Russia’s incentive to keep supplying global markets.The U.S. has tried to roll back elements of Europe’s sanctions on Russian oil this year. Biden administration officials conceived of the price cap itself as a way to relax Europe’s original plan to completelyban the insurance and financing of Russian oil shipments. Because much of the world’s maritime insurance is concentrated in London, U.S. officials worried that a full ban could jeopardize global oil markets and send crude as high as $140 a barrel. The price cap is a carve-out to those original plans.U.S. officials tried to craft the plan so that banks, insurers and traders will feel comfortable handling Russian oil, pushing so that only firms that intentionally handle oil traded above the cap will face penalties.The plan nevertheless faced steep skepticism from oil traders and financiers after it was introduced in the spring. They raised a number of concerns about the plan: Russia could refuse to sell its crude under the cap, large buyers of Russian oil may not respect the Western rules and the private sector would struggle to comply with new requirements.","news_type":1},"isVote":1,"tweetType":1,"viewCount":537,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9965133646,"gmtCreate":1669907690385,"gmtModify":1676538267891,"author":{"id":"3572214398550610","authorId":"3572214398550610","name":"alicialicia","avatar":"https://static.tigerbbs.com/c4b23ee891a1061c7907495a9c7da890","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572214398550610","idStr":"3572214398550610"},"themes":[],"htmlText":"Kah","listText":"Kah","text":"Kah","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9965133646","repostId":"2288677085","repostType":4,"repost":{"id":"2288677085","kind":"highlight","pubTimestamp":1669909536,"share":"https://ttm.financial/m/news/2288677085?lang=&edition=full_marsco","pubTime":"2022-12-01 23:45","market":"us","language":"en","title":"2 Green Flags for Tesla's Future","url":"https://stock-news.laohu8.com/highlight/detail?id=2288677085","media":"Motley Fool","summary":"Now's the time to buy Tesla stock, as it's backed by an important growth catalyst.","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/TSLA\">Tesla</a> has delivered astounding returns for investors in recent years. It&#39;s emerging as an iconic brand that people aspire to own. Most importantly, Tesla has found a profitable path to deliver long-term growth, which the top automakers are struggling to do these days.</p><p>Despite tremendous brand power, Tesla faces mounting pressures in the near term, including softening demand in China, which may force the company to lower selling prices on certain models. These headwinds have sent the stock down 56% from its peak in 2021.</p><p>I believe the bear market is the perfect opportunity for those who have been on the fence over Tesla&#39;s high valuation to add shares to their portfolio. Here are two signs that Tesla&#39;s remarkable run is not over.</p><h2>1. Cybertruck is coming</h2><p>Tesla CEO Elon Musk unveiled the company&#39;s first truck in 2019 to much fanfare. The company planned to launch its first pickup at an affordable price of less than $40,000. With delays in production and high inflation driving up the cost of parts and labor, it will likely debut a bit pricier than originally projected. Regardless, it seems Tesla will try to price the vehicle to compete with the <b>Ford</b> F-150 -- the top-selling vehicle in the U.S. last year.</p><p>The F-150 is Ford&#39;s highest-volume vehicle, but Tesla could take some share away from the industry leader. Cybertruck might be the most highly anticipated electric vehicle launch to date, with a reported 3 million already having placed a reservation to order. For context, that is nearly 10 times the total amount of deliveries Tesla made in the third quarter alone, which indicates a major future sales driver.</p><p>Americans love their trucks, so it wouldn&#39;t be surprising for Cybertruck to become Tesla&#39;s best-selling vehicle. During the third-quarter earnings call, Musk said, &#34;We&#39;re in the final lap for Cybertruck,&#34; with production scheduled to begin by the middle of 2023.</p><h2>2. Tesla is rapidly growing profits</h2><p>Tesla not only has a major upcoming growth catalyst in Cybertruck, but investors should also take comfort in the fact that Tesla is a rare electric vehicle maker that is profitable. <b>Morgan Stanley</b> analyst Adam Jonas recently noted that &#34;Tesla is the only name we cover that generates a profit (before incentives) on the sale of EVs.&#34;</p><p>Through the first three quarters of 2022, Tesla earned a net profit of $8.9 billion on $57 billion of revenue. That is much better than Ford&#39;s net loss of $3.3 billion on revenue of $114 billion.</p><p>Tesla has a superior record of generating profitable growth compared to leading car manufacturers, which is why the stock has soared. Tesla is currently generating about 10 times the level of profit it produced five years ago, while Ford and <b>General Motors</b> have struggled to generate an adequate profit margin.</p><p><img src=\"https://static.tigerbbs.com/723f5933f925fd43645deac49d276461\" tg-width=\"720\" tg-height=\"410\" referrerpolicy=\"no-referrer\"/></p><p>Data by YCharts.</p><p>As Ford and GM crank up their EV operations to compete, Tesla&#39;s profitability gives it a major financial advantage to build a better product and provide superior service to its customers.</p><p>Tesla is on pace to increase production by 50% heading into 2023. This is clearly in preparation to meet growing demand, which will only continue to increase with its first truck. Musk has called Cybertruck a &#34;hall of famer, next level&#34; vehicle that is going to be &#34;sick and sick.&#34;</p><p>These are the reasons I believe now is a great opportunity to invest in Tesla stock. It&#39;s trading at a discount to where it will likely trade when the market is in a better mood.</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>2 Green Flags for Tesla's Future</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\">\n2 Green Flags for Tesla's Future\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-01 23:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/12/01/2-green-flags-for-teslas-future/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla has delivered astounding returns for investors in recent years. It's emerging as an iconic brand that people aspire to own. Most importantly, Tesla has found a profitable path to deliver long-...</p>\n\n<a href=\"https://www.fool.com/investing/2022/12/01/2-green-flags-for-teslas-future/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.fool.com/investing/2022/12/01/2-green-flags-for-teslas-future/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2288677085","content_text":"Tesla has delivered astounding returns for investors in recent years. It's emerging as an iconic brand that people aspire to own. Most importantly, Tesla has found a profitable path to deliver long-term growth, which the top automakers are struggling to do these days.Despite tremendous brand power, Tesla faces mounting pressures in the near term, including softening demand in China, which may force the company to lower selling prices on certain models. These headwinds have sent the stock down 56% from its peak in 2021.I believe the bear market is the perfect opportunity for those who have been on the fence over Tesla's high valuation to add shares to their portfolio. Here are two signs that Tesla's remarkable run is not over.1. Cybertruck is comingTesla CEO Elon Musk unveiled the company's first truck in 2019 to much fanfare. The company planned to launch its first pickup at an affordable price of less than $40,000. With delays in production and high inflation driving up the cost of parts and labor, it will likely debut a bit pricier than originally projected. Regardless, it seems Tesla will try to price the vehicle to compete with the Ford F-150 -- the top-selling vehicle in the U.S. last year.The F-150 is Ford's highest-volume vehicle, but Tesla could take some share away from the industry leader. Cybertruck might be the most highly anticipated electric vehicle launch to date, with a reported 3 million already having placed a reservation to order. For context, that is nearly 10 times the total amount of deliveries Tesla made in the third quarter alone, which indicates a major future sales driver.Americans love their trucks, so it wouldn't be surprising for Cybertruck to become Tesla's best-selling vehicle. During the third-quarter earnings call, Musk said, \"We're in the final lap for Cybertruck,\" with production scheduled to begin by the middle of 2023.2. Tesla is rapidly growing profitsTesla not only has a major upcoming growth catalyst in Cybertruck, but investors should also take comfort in the fact that Tesla is a rare electric vehicle maker that is profitable. Morgan Stanley analyst Adam Jonas recently noted that \"Tesla is the only name we cover that generates a profit (before incentives) on the sale of EVs.\"Through the first three quarters of 2022, Tesla earned a net profit of $8.9 billion on $57 billion of revenue. That is much better than Ford's net loss of $3.3 billion on revenue of $114 billion.Tesla has a superior record of generating profitable growth compared to leading car manufacturers, which is why the stock has soared. Tesla is currently generating about 10 times the level of profit it produced five years ago, while Ford and General Motors have struggled to generate an adequate profit margin.Data by YCharts.As Ford and GM crank up their EV operations to compete, Tesla's profitability gives it a major financial advantage to build a better product and provide superior service to its customers.Tesla is on pace to increase production by 50% heading into 2023. This is clearly in preparation to meet growing demand, which will only continue to increase with its first truck. Musk has called Cybertruck a \"hall of famer, next level\" vehicle that is going to be \"sick and sick.\"These are the reasons I believe now is a great opportunity to invest in Tesla stock. It's trading at a discount to where it will likely trade when the market is in a better mood.","news_type":1},"isVote":1,"tweetType":1,"viewCount":301,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9962410636,"gmtCreate":1669821964125,"gmtModify":1676538250641,"author":{"id":"3572214398550610","authorId":"3572214398550610","name":"alicialicia","avatar":"https://static.tigerbbs.com/c4b23ee891a1061c7907495a9c7da890","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572214398550610","idStr":"3572214398550610"},"themes":[],"htmlText":"Okay","listText":"Okay","text":"Okay","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9962410636","repostId":"1118460536","repostType":4,"repost":{"id":"1118460536","kind":"news","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":1669821732,"share":"https://ttm.financial/m/news/1118460536?lang=&edition=full_marsco","pubTime":"2022-11-30 23:22","market":"us","language":"en","title":"Powell Will Offer a New Mantra: Slow and Steady","url":"https://stock-news.laohu8.com/highlight/detail?id=1118460536","media":"Dow Jones","summary":"Federal Reserve Chairman Jerome Powell will have an opportunity on Wednesday to lay the groundwork f","content":"<html><head></head><body><p>Federal Reserve Chairman Jerome Powell will have an opportunity on Wednesday to lay the groundwork for where the central bank is headed when policy makers meet next month—and he’ll likely use it to make the case for slower but steady interest rate hikes.</p><p>In a speech Wednesday afternoon at the Brookings Institution, Powell is expected to reinforce the dual message central bank officials have been making for weeks: that the Fed is on track to ease up slightly on its pace of monetary policy tightening, likely slowing to a 50 basis point increase next month after four straight 75 basis point hikes.</p><p>But at the same time, Powell will likely note as well the central bank is still focused on reining in inflation and will continue raising interest rates for months to come—and policy makers may ultimately lift rates higher than they had once expected.</p><p>“There’s no way he’s going in there tomorrow to shock and awe,” says Claudia Sahm, a former Fed economist and the founder of Sahm Consulting. “This is going to be a really strong signal to 50 [basis points].”</p><p>The speech will be one of the last and highest-profile opportunities for the Fed to set the narrative before central bank officials enter their “blackout period” ahead of the Dec. 13-14 policy meeting. It comes just two days before the release of the November jobs report, which will offer the clearest indication yet of whether the Fed’s steps to tighten monetary policy so far have begun to weaken the labor market.</p><p>It also comes less than two weeks before the release of November’s consumer price data, which will show whether the central bank is continuing to make progress in its quest to return the economy to price stability.</p><p>But the Fed is likely to proceed with its carefully laid out path forward and vote for a half-point rate hike in December regardless of what either of the forthcoming data reports show, economists say. The bigger question will be what comes after that, and Powell’s remarks could offer some insight as to how the central bank is thinking about the months ahead.</p><p>Most investors and economists expect the Fed will downshift once again at its first meeting of 2023 in early February to a quarter-point hike, and then pause rates for some time as it waits to see how the economy reacts. But those decisions will depend largely on whether the data show inflation slowing and the labor market holding relatively steady, as the Fed wants to see.</p><p>“The key for the Fed now will be to strike a delicate balance. It needs to go slow enough so as to not ‘break something,’” Richard de Chazal, a macro analyst with William Blair, wrote on Tuesday. “But the Fed also still needs to increase rates at a fast enough pace to ensure longer-term inflationary expectations remain well anchored.”</p><p>Powell’s remarks are set to begin at 1:30 p.m.</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>Powell Will Offer a New Mantra: Slow and Steady</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\">\nPowell Will Offer a New Mantra: Slow and Steady\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\">2022-11-30 23:22</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Federal Reserve Chairman Jerome Powell will have an opportunity on Wednesday to lay the groundwork for where the central bank is headed when policy makers meet next month—and he’ll likely use it to make the case for slower but steady interest rate hikes.</p><p>In a speech Wednesday afternoon at the Brookings Institution, Powell is expected to reinforce the dual message central bank officials have been making for weeks: that the Fed is on track to ease up slightly on its pace of monetary policy tightening, likely slowing to a 50 basis point increase next month after four straight 75 basis point hikes.</p><p>But at the same time, Powell will likely note as well the central bank is still focused on reining in inflation and will continue raising interest rates for months to come—and policy makers may ultimately lift rates higher than they had once expected.</p><p>“There’s no way he’s going in there tomorrow to shock and awe,” says Claudia Sahm, a former Fed economist and the founder of Sahm Consulting. “This is going to be a really strong signal to 50 [basis points].”</p><p>The speech will be one of the last and highest-profile opportunities for the Fed to set the narrative before central bank officials enter their “blackout period” ahead of the Dec. 13-14 policy meeting. It comes just two days before the release of the November jobs report, which will offer the clearest indication yet of whether the Fed’s steps to tighten monetary policy so far have begun to weaken the labor market.</p><p>It also comes less than two weeks before the release of November’s consumer price data, which will show whether the central bank is continuing to make progress in its quest to return the economy to price stability.</p><p>But the Fed is likely to proceed with its carefully laid out path forward and vote for a half-point rate hike in December regardless of what either of the forthcoming data reports show, economists say. The bigger question will be what comes after that, and Powell’s remarks could offer some insight as to how the central bank is thinking about the months ahead.</p><p>Most investors and economists expect the Fed will downshift once again at its first meeting of 2023 in early February to a quarter-point hike, and then pause rates for some time as it waits to see how the economy reacts. But those decisions will depend largely on whether the data show inflation slowing and the labor market holding relatively steady, as the Fed wants to see.</p><p>“The key for the Fed now will be to strike a delicate balance. It needs to go slow enough so as to not ‘break something,’” Richard de Chazal, a macro analyst with William Blair, wrote on Tuesday. “But the Fed also still needs to increase rates at a fast enough pace to ensure longer-term inflationary expectations remain well anchored.”</p><p>Powell’s remarks are set to begin at 1:30 p.m.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118460536","content_text":"Federal Reserve Chairman Jerome Powell will have an opportunity on Wednesday to lay the groundwork for where the central bank is headed when policy makers meet next month—and he’ll likely use it to make the case for slower but steady interest rate hikes.In a speech Wednesday afternoon at the Brookings Institution, Powell is expected to reinforce the dual message central bank officials have been making for weeks: that the Fed is on track to ease up slightly on its pace of monetary policy tightening, likely slowing to a 50 basis point increase next month after four straight 75 basis point hikes.But at the same time, Powell will likely note as well the central bank is still focused on reining in inflation and will continue raising interest rates for months to come—and policy makers may ultimately lift rates higher than they had once expected.“There’s no way he’s going in there tomorrow to shock and awe,” says Claudia Sahm, a former Fed economist and the founder of Sahm Consulting. “This is going to be a really strong signal to 50 [basis points].”The speech will be one of the last and highest-profile opportunities for the Fed to set the narrative before central bank officials enter their “blackout period” ahead of the Dec. 13-14 policy meeting. It comes just two days before the release of the November jobs report, which will offer the clearest indication yet of whether the Fed’s steps to tighten monetary policy so far have begun to weaken the labor market.It also comes less than two weeks before the release of November’s consumer price data, which will show whether the central bank is continuing to make progress in its quest to return the economy to price stability.But the Fed is likely to proceed with its carefully laid out path forward and vote for a half-point rate hike in December regardless of what either of the forthcoming data reports show, economists say. The bigger question will be what comes after that, and Powell’s remarks could offer some insight as to how the central bank is thinking about the months ahead.Most investors and economists expect the Fed will downshift once again at its first meeting of 2023 in early February to a quarter-point hike, and then pause rates for some time as it waits to see how the economy reacts. But those decisions will depend largely on whether the data show inflation slowing and the labor market holding relatively steady, as the Fed wants to see.“The key for the Fed now will be to strike a delicate balance. It needs to go slow enough so as to not ‘break something,’” Richard de Chazal, a macro analyst with William Blair, wrote on Tuesday. “But the Fed also still needs to increase rates at a fast enough pace to ensure longer-term inflationary expectations remain well anchored.”Powell’s remarks are set to begin at 1:30 p.m.","news_type":1},"isVote":1,"tweetType":1,"viewCount":501,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9966769113,"gmtCreate":1669647765833,"gmtModify":1676538218315,"author":{"id":"3572214398550610","authorId":"3572214398550610","name":"alicialicia","avatar":"https://static.tigerbbs.com/c4b23ee891a1061c7907495a9c7da890","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572214398550610","idStr":"3572214398550610"},"themes":[],"htmlText":"Okay","listText":"Okay","text":"Okay","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9966769113","repostId":"1146946352","repostType":4,"isVote":1,"tweetType":1,"viewCount":239,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9966253873,"gmtCreate":1669565135293,"gmtModify":1676538207847,"author":{"id":"3572214398550610","authorId":"3572214398550610","name":"alicialicia","avatar":"https://static.tigerbbs.com/c4b23ee891a1061c7907495a9c7da890","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572214398550610","idStr":"3572214398550610"},"themes":[],"htmlText":"Okay","listText":"Okay","text":"Okay","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9966253873","repostId":"2286634235","repostType":4,"isVote":1,"tweetType":1,"viewCount":177,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9966253001,"gmtCreate":1669565091403,"gmtModify":1676538207840,"author":{"id":"3572214398550610","authorId":"3572214398550610","name":"alicialicia","avatar":"https://static.tigerbbs.com/c4b23ee891a1061c7907495a9c7da890","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572214398550610","idStr":"3572214398550610"},"themes":[],"htmlText":"Okay","listText":"Okay","text":"Okay","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9966253001","repostId":"1170146184","repostType":4,"repost":{"id":"1170146184","kind":"news","pubTimestamp":1669522674,"share":"https://ttm.financial/m/news/1170146184?lang=&edition=full_marsco","pubTime":"2022-11-27 12:17","market":"us","language":"en","title":"3 Tech Stocks You Can Count on in This Uncertain Market","url":"https://stock-news.laohu8.com/highlight/detail?id=1170146184","media":"InvestorPlace","summary":"Here are three top-quality tech stocks investors can count on in the long term.Apple(AAPL): Warren B","content":"<html><head></head><body><ul><li>Here are three top-quality tech stocks investors can count on in the long term.</li><li><b>Apple</b>(<b>AAPL</b>): Warren Buffett continues to buy because of its economic moat.</li><li><b>Advanced Micro Devices</b>(<b>AMD</b>): Analysts love this beaten-down tech name.</li><li><b>Nvidia</b>(<b>NVDA</b>): The bad news is already priced into downed stocks like Nvidia.</li></ul><p>2022 was a tough one for tech stocks. Most were walloped with higher interest rates, fears of aggressive rate hikes, geopolitical issues, economic concerns, and fed-up consumers. It chased even the sanest investors from the market. While it’s impossible to find a risk-free investment, some are safer than others – especially if they’re leaders in their sectors, with wide economic moats.</p><p>In fact, one of the best ways to spot strong tech stocks is to follow the Warren Buffett model, which is to invest in simple companies that are easy to understand; companies with predictable and proven earnings; companies that can be bought at a reasonable price; and companies with“economic moat,”or a unique advantage over its competition. Seeing that Warren Buffett is now worth about $108.2 billion, it’s a safe bet he knows a thing or two about safe investing.</p><p><b>Apple (AAPL)</b></p><p>With a diversified revenue stream, and an ability to adapt to new consumer trends, <b>Apple</b> (NASDAQ:<b>AAPL</b>) will always be one of the strong tech stocks to bet on. Even Warren Buffett once said he continues to invest in Apple because of its brand, ecosystem, and strong economic moat.</p><p>In addition, we have to consider that Apple is a global leader in innovation. Just look at the iPhone alone. First introduced to the public in 2007, it’s now one of the most popular mobile phones in the world, with a growing market share. Better, earnings have been solid.</p><p>The company just beat expectations on revenue and profits, and it showed that global demand for its products is still high. In its fourth quarter, the company’s revenue was up 8% to $90 billion. Mac sales were up 25% to $11.5 billion in the quarter. iPhone sales were up 10% to $42.6 billion. Operating income was up by 5% to $25 billion. EPS was up 4% to $1.29, putting it above expectations for $1.27.</p><p>Also, analysts, such as Deutsche Bank’s Sidney Ho, say Apple is trading at a reasonable valuation and has a buy rating with a price target of $175. Apple also carries a dividend yield of 0.66%, and it’s been aggressive with stock buybacks.</p><p><b>Tech Stocks: Advanced Micro Devices (AMD)</b></p><p><b>Advanced Micro Devices</b> (NASDAQ: <b>AMD</b>) was butchered for most of the year. But that’ll happen when most of the tech stock sector is dragging just about everything lower. However, after falling from about $150 to a low of about $60, the AMD stock is showing strong signs of life. With patience, I’d like to see the AMD stock run from its current price of $75.25 to $120 in the near term.</p><p>Analysts like the AMD stock, too. UBS upgraded AMD to a buy rating with a price target of $95 a share. Baird analyst Tristan Gerra also just upgraded the beaten-down tech name to outperform with a price target of $100. He believes the company’s newest Genoa chips could widen the company’s competitive moat. Credit Suisse analyst Chris Caso also initiated coverage of AMD with an outperform rating, with a price target of $90.</p><p>Piper Sandler analyst Harsh Kumar is also overweight on the stock, with a price target of $90. He added that earnings appear to be bottoming and that PC inventory should start to clear out in the early part of 2023. In addition, he believes AMD is a great way to trade the server uptrend and cloud strength.</p><p><b>Tech Stocks: Nvidia (NVDA)</b></p><p>While <b>Nvidia</b> (NASDAQ:<b>NVDA</b>) was cut in half this year, it’s still one quality, safe name investors can count on. For one, the company makes the chips that are used to power some of the world’s most advanced technologies, including gaming, supercomputing, the cloud, artificial intelligence, machine learning, virtual reality, augmented reality, autonomous driving, etc. Again, NVDA was destroyed in 2022. But it’s still a high-quality name to count on.</p><p>Better, it’s also getting a jump on the Industrial Omniverse, which is already being used by major companies, like <b>Lowe’s</b> (NYSE:LOW), <b>BMW</b>(OTCMKTS:BMWYY), <b>Siemens</b>(OTCMKTS:SIEGY), and <b>Lockheed Martin</b> (NYSE:LMT).</p><p>Analysts, like Credit Suisse’s Chris Casso, say there’s been enough bad news for semiconductors to lower the risk of investing. The firm also said Nvidia was one of its top picks thanks to its strength in artificial intelligence, computing, and data centers. Better, the firm now has an outperform rating on the stock, with a $210 price target. Piper Sandler analyst Harsh Kumar also sees a near-term turnaround for Nvidia and has an overweight rating on the stock. For me, from a current price of $160.38, I’d like to see the stock run back to $195 by the first half of the New Year.</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>3 Tech Stocks You Can Count on in This Uncertain Market</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 Tech Stocks You Can Count on in This Uncertain Market\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-27 12:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/11/3-tech-stocks-you-can-count-on-in-this-uncertain-market/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Here are three top-quality tech stocks investors can count on in the long term.Apple(AAPL): Warren Buffett continues to buy because of its economic moat.Advanced Micro Devices(AMD): Analysts love this...</p>\n\n<a href=\"https://investorplace.com/2022/11/3-tech-stocks-you-can-count-on-in-this-uncertain-market/\">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://investorplace.com/2022/11/3-tech-stocks-you-can-count-on-in-this-uncertain-market/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170146184","content_text":"Here are three top-quality tech stocks investors can count on in the long term.Apple(AAPL): Warren Buffett continues to buy because of its economic moat.Advanced Micro Devices(AMD): Analysts love this beaten-down tech name.Nvidia(NVDA): The bad news is already priced into downed stocks like Nvidia.2022 was a tough one for tech stocks. Most were walloped with higher interest rates, fears of aggressive rate hikes, geopolitical issues, economic concerns, and fed-up consumers. It chased even the sanest investors from the market. While it’s impossible to find a risk-free investment, some are safer than others – especially if they’re leaders in their sectors, with wide economic moats.In fact, one of the best ways to spot strong tech stocks is to follow the Warren Buffett model, which is to invest in simple companies that are easy to understand; companies with predictable and proven earnings; companies that can be bought at a reasonable price; and companies with“economic moat,”or a unique advantage over its competition. Seeing that Warren Buffett is now worth about $108.2 billion, it’s a safe bet he knows a thing or two about safe investing.Apple (AAPL)With a diversified revenue stream, and an ability to adapt to new consumer trends, Apple (NASDAQ:AAPL) will always be one of the strong tech stocks to bet on. Even Warren Buffett once said he continues to invest in Apple because of its brand, ecosystem, and strong economic moat.In addition, we have to consider that Apple is a global leader in innovation. Just look at the iPhone alone. First introduced to the public in 2007, it’s now one of the most popular mobile phones in the world, with a growing market share. Better, earnings have been solid.The company just beat expectations on revenue and profits, and it showed that global demand for its products is still high. In its fourth quarter, the company’s revenue was up 8% to $90 billion. Mac sales were up 25% to $11.5 billion in the quarter. iPhone sales were up 10% to $42.6 billion. Operating income was up by 5% to $25 billion. EPS was up 4% to $1.29, putting it above expectations for $1.27.Also, analysts, such as Deutsche Bank’s Sidney Ho, say Apple is trading at a reasonable valuation and has a buy rating with a price target of $175. Apple also carries a dividend yield of 0.66%, and it’s been aggressive with stock buybacks.Tech Stocks: Advanced Micro Devices (AMD)Advanced Micro Devices (NASDAQ: AMD) was butchered for most of the year. But that’ll happen when most of the tech stock sector is dragging just about everything lower. However, after falling from about $150 to a low of about $60, the AMD stock is showing strong signs of life. With patience, I’d like to see the AMD stock run from its current price of $75.25 to $120 in the near term.Analysts like the AMD stock, too. UBS upgraded AMD to a buy rating with a price target of $95 a share. Baird analyst Tristan Gerra also just upgraded the beaten-down tech name to outperform with a price target of $100. He believes the company’s newest Genoa chips could widen the company’s competitive moat. Credit Suisse analyst Chris Caso also initiated coverage of AMD with an outperform rating, with a price target of $90.Piper Sandler analyst Harsh Kumar is also overweight on the stock, with a price target of $90. He added that earnings appear to be bottoming and that PC inventory should start to clear out in the early part of 2023. In addition, he believes AMD is a great way to trade the server uptrend and cloud strength.Tech Stocks: Nvidia (NVDA)While Nvidia (NASDAQ:NVDA) was cut in half this year, it’s still one quality, safe name investors can count on. For one, the company makes the chips that are used to power some of the world’s most advanced technologies, including gaming, supercomputing, the cloud, artificial intelligence, machine learning, virtual reality, augmented reality, autonomous driving, etc. Again, NVDA was destroyed in 2022. But it’s still a high-quality name to count on.Better, it’s also getting a jump on the Industrial Omniverse, which is already being used by major companies, like Lowe’s (NYSE:LOW), BMW(OTCMKTS:BMWYY), Siemens(OTCMKTS:SIEGY), and Lockheed Martin (NYSE:LMT).Analysts, like Credit Suisse’s Chris Casso, say there’s been enough bad news for semiconductors to lower the risk of investing. The firm also said Nvidia was one of its top picks thanks to its strength in artificial intelligence, computing, and data centers. Better, the firm now has an outperform rating on the stock, with a $210 price target. Piper Sandler analyst Harsh Kumar also sees a near-term turnaround for Nvidia and has an overweight rating on the stock. For me, from a current price of $160.38, I’d like to see the stock run back to $195 by the first half of the New Year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":438,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9966951463,"gmtCreate":1669389672652,"gmtModify":1676538192513,"author":{"id":"3572214398550610","authorId":"3572214398550610","name":"alicialicia","avatar":"https://static.tigerbbs.com/c4b23ee891a1061c7907495a9c7da890","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572214398550610","idStr":"3572214398550610"},"themes":[],"htmlText":"Okay","listText":"Okay","text":"Okay","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9966951463","repostId":"2285438248","repostType":4,"repost":{"id":"2285438248","kind":"news","pubTimestamp":1669363390,"share":"https://ttm.financial/m/news/2285438248?lang=&edition=full_marsco","pubTime":"2022-11-25 16:03","market":"us","language":"en","title":"Apple: Digesting This Souring Pie","url":"https://stock-news.laohu8.com/highlight/detail?id=2285438248","media":"Seeking Alpha","summary":"SummaryWe are short-term bearish on Apple, but outline a trade for when the stock falls again.We are","content":"<html><head></head><body><h2>Summary</h2><ul><li>We are short-term bearish on Apple, but outline a trade for when the stock falls again.</li><li>We are still in a rate hike cycle, and the general market has rallied hard.</li><li>Valuation is stretched considering growth has slowed to a crawl, and that does not even account for what a mild or moderate recession could look like.</li><li>There are major issues with production.</li><li>Let it fall.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/98aaa6991c907012babe7fa574645eb8\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\"/><span>kimberrywood/iStock via Getty Images</span></p><p>We want to start this column by stating that Apple (NASDAQ:AAPL) is one of our core holdings, and our analysts all own it in their personal long-term accounts for close to a decade. But, when Apple surged inlate summer, we started selling chunks of the position. We are short-term bearish here, though we are buyers lower. Look, this is one of the greatest companies ever. No doubt. But, this is still a stock, and we like to trade around the core position. In this column, we highlight fundamental concerns that we have in the near-term. We are glad we were selling on strength in September and again in late October. Now, we sold more small pieces of more than just Apple, but it was our take that we could come back to Apple and repurchase the shares at better levels, and a more reasonable valuation. Shares are now down about 12% from where we sold some, and about 7% from our last round of selling. We want the stock to come lower before coming back in. The market has been up big the last few weeks, and Apple has not done much. Apple also has a lot of problems in China. It also has chip issues, and there are questions on demand. We would let it drop ideally to $130 again, which we think is easily in the cards. It will only take a few bad sessions, and we are in an interest rate hiking cycle. Like it or not, the market right now may be a touch overbought, even though it was recovering from an oversold situation. Use this to your advantage to compound gains in this great stock. Let it come down.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e59b276b117db7b1fe6933c4048b4d34\" tg-width=\"640\" tg-height=\"347\" referrerpolicy=\"no-referrer\"/><span>BAD BEAT Investing</span></p><p>Here is how we would play this. This trade is outlined for possible new money coming into the stock. We do think we are in a mild buy zone in the mid $140s, and a strong buy zone in the low 130s. We suspect shares will fall, we are bearish short-term, but here is how we would get long.</p><p>The play</p><p>Target entry 1: $144-$145 (25% of position)</p><p>Target entry 2: $135-$136 (30% of position)</p><p>Target entry 3: $130-$131 (45% of position)</p><p>With the VIX down to about 21, call options can be purchased. Frankly, with the high volume and liquidity, we like LEAPS. Go out 13 months, and look to $150 strikes. You can also scale into them, and look to exit on a rally that puts you up at least 30%. Lots of time, and the calls are cheaper than they have been in months. We are short-term bearish, but long-term bullish.</p><h2>Performance discussion</h2><p>The performance of the company remains strong. The recently reported Q4 was well covered by many of our colleagues but we would like to reiterate a few highlights as they are integral to deciding to still hold a core position, even if we are trading around ours.</p><p>Yes, Q3 2022 was another fourth-quarter record revenue of $90.1 billion. These revenues rose nicely by 8% year-over-year. Folks, once again there was solid growth in products and services. The company just grows reliably as it penetrates new markets, and continues to be a dominating brand. The products revenue jumped 9% to $71.0 billion vs. $65.1 billion a year ago. Within the products there was strength in all lines except iPad. Could consumers be saturated with products? The question is whether consumers will now delay upgrades with a possible recession coming. The risk is real. It does not mean the company is going to see massive declines. But the pace of growth could potentially stall to flat if the recession is moderate. iPhone continues to be a winner, with iPhone revenue of $42.6 billion vs. $38.9 billion a year ago, a 9.5% gain. Winning. Mac revenue rose a strong 25% to $11.5 billion. Strong, but this strength was offset by lower sales of iPads, where revenue fell 13.1% to $7.2 billion. But accessories and wearables remained strong as revenue grew 8.5% to $9.7 billion. At the same time, service revenue remains solid, which grew to $19.2 billion.</p><p>We think it is worth noting the gains, because it suggests demand is still robust. There have been questions on demand for devices, but thus far, it remains strong. The holiday quarter here will be telling, and we standby the risk to demand should recession hit. Margins remains strong, as the cost of sales rose at a commensurate pace with revenue growth. Gross margins were 53.7%. Stellar, but did dip from 54.0% last year. Very mildly bearish, but something to watch as inflation is leading to higher input and material cost, as well as labor. Operating expenses rose over 15%, with higher research and development costs weighing. Still, the company generated over $24 billion in operating cash flow, which is strong.</p><p>Overall, the EPS of $1.29 rose 4% from a year ago, and surpassed consensus by $0.02. Annual EPS was $6.11. At $150 the stock is relatively expensive at 24.5X trailing EPS. On a forward looking basis, we have concerns over impacts to both supply and demand, as well as rising costs. This makes us justified in our selling 20-25 points higher. Shares are expensive, but the growth was 9% from 2021 to 2022. We are overpaying for modest growth, even with all of the amazing innovation from the company, the solid cash hoard, share repurchases, and the dividends. Mathematically, there are concerns, but this is why we view $135 or less as a good entry. At that level, 22X is more reasonable, and, when we think about fiscal 2023 earnings, we are factoring in minimal growth, and continued cost pressures. We are looking for revenue to grow 2-3%, and EPS to be up 2%-5%, assuming we do face a mild recession, and lower if it is worse. An early look suggests $6.25-$6.45, not counting any possible future share repurchases. This is why we are cautious, but at the midpoint, and at our last leg, just over 20X EPS. That would still be richly valued, but we still assign brand name premium here, and have to give credit for the huge cash on hand.</p><h2>Now, why do we think shares can and will fall?</h2><p>There are several ongoing issues. Do not mistake possible slower rate hikes as lower rates. We are still hiking here folks. The Fed wants a slowdown in the economy, and if we see unemployment build, wages normalize, and a still elevated dollar, Apple will face pressure. It will not be immune. This is just reality. But we have deeper issues on the supply side of things, as well as possible demand concerns.</p><p>China is a huge risk here. Apple would likely love to be divorced from the company if it could, but right now, it relies heavily on international production. Folks, the ongoing Chinese &#34;zero-Covid policy&#34; has caused huge issues with new iPhone 14 Pro production. With all of the COVID lockdowns many employees have left Foxconn, and now they are down nearly 100,000 employees. They simply cannot replace them in time. As such, two weeks ago Apple warned shipments would be heavily impacted. The supplier just does not have the capacity to meet the order demand, but is trying to tweak production schedules in China.</p><p>Now, supposedly, there has been hopes of China easing off its zero COVID policy. Markets got super bullish on this news recently, but we are now learning there are massive outbreaks again. We find it very tough to believe China will back off fully on this stance, despite the economic carnage the draconian lockdowns have caused. The factories where Apple&#39;s products are made is still subject to restrictions. Cases are skyrocketing. We would love to be wrong, but we think you are going to see more COVID restrictions. To help meet some of the demand, Foxconn will boost production in India but this is a longer-term impact as it will take a few years to staff as needed.</p><p>These concerns have led to downgrades to shipment estimates. JP Morgan sees the impact being as many as 5 million less iPhones in the holiday quarter, and that is just for the 14. At about $1,000 a pop let&#39;s say, well, you can do the math, its impacting $5 billion of shipments. That is a problem.</p><p>Here is the other issue. Apple has to be very careful. If they irritate the very sensitive Chinese government, it could put about 1/5th of its revenues at stake.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1581e9fbec92a0c8dde081063f426c2a\" tg-width=\"640\" tg-height=\"111\" referrerpolicy=\"no-referrer\"/><span>Apple 10-K October 2022</span></p><p>Folks, there are tons of sales in China. So it has to be very cautious and let China call the shots over there. If China hinted at some sort of ban or even limitations, the stock would crater.</p><p>For now, we believe the company will toe the line, and hope that China does ease its aggressive fight against COVID to help production. While the iPhones will eventually be shipped and revenue still come in, this is a good way to alienate customers who may not be as loyal as others and push them to other devices. This is a true risk.</p><h2>Take home</h2><p>Honestly we are bearish in the short-term, but want to use the weakness when it comes to do some buying. We rate the shares as bearish here, because we are near-term bearish. However, we have set up a trade. We have to wait for the pullback. The market has rallied hard. A few bad sessions is all it will take to lower Apple shares further. Any more negative news from China, or other production issues will hurt. Growth has stalled, and that is not even factoring in the potential impacts of a recession. Let it fall another 10% or so.</p><p><i>This article is written by </i><i>Quad 7 Capital</i><i> for reference only. Please note the risks.</i></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple: Digesting This Souring Pie</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple: Digesting This Souring Pie\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-25 16:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4560362-apple-digesting-this-souring-pie><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryWe are short-term bearish on Apple, but outline a trade for when the stock falls again.We are still in a rate hike cycle, and the general market has rallied hard.Valuation is stretched ...</p>\n\n<a href=\"https://seekingalpha.com/article/4560362-apple-digesting-this-souring-pie\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4560362-apple-digesting-this-souring-pie","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2285438248","content_text":"SummaryWe are short-term bearish on Apple, but outline a trade for when the stock falls again.We are still in a rate hike cycle, and the general market has rallied hard.Valuation is stretched considering growth has slowed to a crawl, and that does not even account for what a mild or moderate recession could look like.There are major issues with production.Let it fall.kimberrywood/iStock via Getty ImagesWe want to start this column by stating that Apple (NASDAQ:AAPL) is one of our core holdings, and our analysts all own it in their personal long-term accounts for close to a decade. But, when Apple surged inlate summer, we started selling chunks of the position. We are short-term bearish here, though we are buyers lower. Look, this is one of the greatest companies ever. No doubt. But, this is still a stock, and we like to trade around the core position. In this column, we highlight fundamental concerns that we have in the near-term. We are glad we were selling on strength in September and again in late October. Now, we sold more small pieces of more than just Apple, but it was our take that we could come back to Apple and repurchase the shares at better levels, and a more reasonable valuation. Shares are now down about 12% from where we sold some, and about 7% from our last round of selling. We want the stock to come lower before coming back in. The market has been up big the last few weeks, and Apple has not done much. Apple also has a lot of problems in China. It also has chip issues, and there are questions on demand. We would let it drop ideally to $130 again, which we think is easily in the cards. It will only take a few bad sessions, and we are in an interest rate hiking cycle. Like it or not, the market right now may be a touch overbought, even though it was recovering from an oversold situation. Use this to your advantage to compound gains in this great stock. Let it come down.BAD BEAT InvestingHere is how we would play this. This trade is outlined for possible new money coming into the stock. We do think we are in a mild buy zone in the mid $140s, and a strong buy zone in the low 130s. We suspect shares will fall, we are bearish short-term, but here is how we would get long.The playTarget entry 1: $144-$145 (25% of position)Target entry 2: $135-$136 (30% of position)Target entry 3: $130-$131 (45% of position)With the VIX down to about 21, call options can be purchased. Frankly, with the high volume and liquidity, we like LEAPS. Go out 13 months, and look to $150 strikes. You can also scale into them, and look to exit on a rally that puts you up at least 30%. Lots of time, and the calls are cheaper than they have been in months. We are short-term bearish, but long-term bullish.Performance discussionThe performance of the company remains strong. The recently reported Q4 was well covered by many of our colleagues but we would like to reiterate a few highlights as they are integral to deciding to still hold a core position, even if we are trading around ours.Yes, Q3 2022 was another fourth-quarter record revenue of $90.1 billion. These revenues rose nicely by 8% year-over-year. Folks, once again there was solid growth in products and services. The company just grows reliably as it penetrates new markets, and continues to be a dominating brand. The products revenue jumped 9% to $71.0 billion vs. $65.1 billion a year ago. Within the products there was strength in all lines except iPad. Could consumers be saturated with products? The question is whether consumers will now delay upgrades with a possible recession coming. The risk is real. It does not mean the company is going to see massive declines. But the pace of growth could potentially stall to flat if the recession is moderate. iPhone continues to be a winner, with iPhone revenue of $42.6 billion vs. $38.9 billion a year ago, a 9.5% gain. Winning. Mac revenue rose a strong 25% to $11.5 billion. Strong, but this strength was offset by lower sales of iPads, where revenue fell 13.1% to $7.2 billion. But accessories and wearables remained strong as revenue grew 8.5% to $9.7 billion. At the same time, service revenue remains solid, which grew to $19.2 billion.We think it is worth noting the gains, because it suggests demand is still robust. There have been questions on demand for devices, but thus far, it remains strong. The holiday quarter here will be telling, and we standby the risk to demand should recession hit. Margins remains strong, as the cost of sales rose at a commensurate pace with revenue growth. Gross margins were 53.7%. Stellar, but did dip from 54.0% last year. Very mildly bearish, but something to watch as inflation is leading to higher input and material cost, as well as labor. Operating expenses rose over 15%, with higher research and development costs weighing. Still, the company generated over $24 billion in operating cash flow, which is strong.Overall, the EPS of $1.29 rose 4% from a year ago, and surpassed consensus by $0.02. Annual EPS was $6.11. At $150 the stock is relatively expensive at 24.5X trailing EPS. On a forward looking basis, we have concerns over impacts to both supply and demand, as well as rising costs. This makes us justified in our selling 20-25 points higher. Shares are expensive, but the growth was 9% from 2021 to 2022. We are overpaying for modest growth, even with all of the amazing innovation from the company, the solid cash hoard, share repurchases, and the dividends. Mathematically, there are concerns, but this is why we view $135 or less as a good entry. At that level, 22X is more reasonable, and, when we think about fiscal 2023 earnings, we are factoring in minimal growth, and continued cost pressures. We are looking for revenue to grow 2-3%, and EPS to be up 2%-5%, assuming we do face a mild recession, and lower if it is worse. An early look suggests $6.25-$6.45, not counting any possible future share repurchases. This is why we are cautious, but at the midpoint, and at our last leg, just over 20X EPS. That would still be richly valued, but we still assign brand name premium here, and have to give credit for the huge cash on hand.Now, why do we think shares can and will fall?There are several ongoing issues. Do not mistake possible slower rate hikes as lower rates. We are still hiking here folks. The Fed wants a slowdown in the economy, and if we see unemployment build, wages normalize, and a still elevated dollar, Apple will face pressure. It will not be immune. This is just reality. But we have deeper issues on the supply side of things, as well as possible demand concerns.China is a huge risk here. Apple would likely love to be divorced from the company if it could, but right now, it relies heavily on international production. Folks, the ongoing Chinese \"zero-Covid policy\" has caused huge issues with new iPhone 14 Pro production. With all of the COVID lockdowns many employees have left Foxconn, and now they are down nearly 100,000 employees. They simply cannot replace them in time. As such, two weeks ago Apple warned shipments would be heavily impacted. The supplier just does not have the capacity to meet the order demand, but is trying to tweak production schedules in China.Now, supposedly, there has been hopes of China easing off its zero COVID policy. Markets got super bullish on this news recently, but we are now learning there are massive outbreaks again. We find it very tough to believe China will back off fully on this stance, despite the economic carnage the draconian lockdowns have caused. The factories where Apple's products are made is still subject to restrictions. Cases are skyrocketing. We would love to be wrong, but we think you are going to see more COVID restrictions. To help meet some of the demand, Foxconn will boost production in India but this is a longer-term impact as it will take a few years to staff as needed.These concerns have led to downgrades to shipment estimates. JP Morgan sees the impact being as many as 5 million less iPhones in the holiday quarter, and that is just for the 14. At about $1,000 a pop let's say, well, you can do the math, its impacting $5 billion of shipments. That is a problem.Here is the other issue. Apple has to be very careful. If they irritate the very sensitive Chinese government, it could put about 1/5th of its revenues at stake.Apple 10-K October 2022Folks, there are tons of sales in China. So it has to be very cautious and let China call the shots over there. If China hinted at some sort of ban or even limitations, the stock would crater.For now, we believe the company will toe the line, and hope that China does ease its aggressive fight against COVID to help production. While the iPhones will eventually be shipped and revenue still come in, this is a good way to alienate customers who may not be as loyal as others and push them to other devices. This is a true risk.Take homeHonestly we are bearish in the short-term, but want to use the weakness when it comes to do some buying. We rate the shares as bearish here, because we are near-term bearish. However, we have set up a trade. We have to wait for the pullback. The market has rallied hard. A few bad sessions is all it will take to lower Apple shares further. Any more negative news from China, or other production issues will hurt. Growth has stalled, and that is not even factoring in the potential impacts of a recession. Let it fall another 10% or so.This article is written by Quad 7 Capital for reference only. Please note the risks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":295,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9968652909,"gmtCreate":1669217177501,"gmtModify":1676538168961,"author":{"id":"3572214398550610","authorId":"3572214398550610","name":"alicialicia","avatar":"https://static.tigerbbs.com/c4b23ee891a1061c7907495a9c7da890","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572214398550610","idStr":"3572214398550610"},"themes":[],"htmlText":"Okay","listText":"Okay","text":"Okay","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9968652909","repostId":"1168042484","repostType":4,"isVote":1,"tweetType":1,"viewCount":392,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9968363065,"gmtCreate":1669130852157,"gmtModify":1676538156547,"author":{"id":"3572214398550610","authorId":"3572214398550610","name":"alicialicia","avatar":"https://static.tigerbbs.com/c4b23ee891a1061c7907495a9c7da890","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572214398550610","idStr":"3572214398550610"},"themes":[],"htmlText":"Okay","listText":"Okay","text":"Okay","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9968363065","repostId":"2285386886","repostType":4,"repost":{"id":"2285386886","kind":"news","pubTimestamp":1669104486,"share":"https://ttm.financial/m/news/2285386886?lang=&edition=full_marsco","pubTime":"2022-11-22 16:08","market":"us","language":"en","title":"Apple And Taiwan Semiconductor: Let's Ask Buffett","url":"https://stock-news.laohu8.com/highlight/detail?id=2285386886","media":"Seeking Alpha","summary":"SummaryAs a long-time Buffett cultist, I understand (not to say I am able to anticipate) most of his","content":"<html><head></head><body><h2>Summary</h2><ul><li>As a long-time Buffett cultist, I understand (not to say I am able to anticipate) most of his stock choices.</li><li>But from time to time, some of his choices still come as a surprise and his recent position in Taiwan Semiconductor is a notable example.</li><li>The choice is even more puzzling when viewed under the context of his largest holding, Apple.</li><li>There are certainly positives with Taiwan Semiconductor, that is, even when compared to Apple.</li><li>However, I see these positives easily overshadowed by the developing tension between them, which produces mutual but asymmetric damage.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/511f126f81b7dac4ef1687fe1d622bbe\" tg-width=\"1080\" tg-height=\"719\" referrerpolicy=\"no-referrer\"/><span>Jamie McCarthy</span></p><h2>The investment thesis</h2><p>As a long-time Buffett cultist, I feel comfortable saying that I understand most of his investment choices. But occasionally, the grandmaster still manages to make a move that surprises me such as his recent position in TaiwanSemiconductor (NYSE:TSM). To wit, the recent 13F disclosure showed that Buffett opened a sizable position in TSM for the Berkshire Hathaway (BRK.A) (BRK.B) equity portfolio. As you can see from the following chart, his BRK portfolio now holds more than 60.06M shares of TSM with a total worth of over $4.11B. The TSM position is currently the 10thlargest position in the BRK portfolio.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/79878ff126c58641fbbd5a5aa3c0b334\" tg-width=\"640\" tg-height=\"363\" referrerpolicy=\"no-referrer\"/><span>Source: Dataroma.com</span></p><p>The surprise comes in several ways. And the more obvious ways (like Buffett’s allergy to tech businesses) have already been discussed by several other SA authors and I won’t further add to it anymore. Here, I want to explore an angle that is less discussed so far. I want to explain why it feels more puzzling to me, that is besides the fact that Buffett added another tech name to his BRK portfolio, when the TSM position is viewed under the context of his largest holding, Apple (NASDAQ:AAPL). There are certainly positives with TSM, that is, even when compared to AAPL. As we will detail in the next section, it is a high-quality stock in its own right. It boasts a large technological lead in its space and an R&amp;D yield that is even better than AAPL.</p><p>However, I see these positives easily overshadowed by the developing tension between them and also the ongoing deglobalization mega-trend. According to a recentnews report, TSM’s scheduled price raises in 2023 were rejected by AAPL, by far its largest customer. AAPL currently outsources almost all of its processor manufacturing to factories in Taiwan. However, with the U.S. strategic initiatives to push to develop domestic semiconductor foundry capabilities, AAPL (and other U.S. chip players such Advanced Micro Devices (AMD) and NVIDIA (NVDA) too) would be very likely to diversify its chip manufacturing away from TSM. And the damage will be mutual but asymmetric. It is easier for AAPL to find other foundry services to manufacture its chips, and a lot harder for TSM to find such large clients as AAPL.</p><p>The full impact of such tension and diversification will take time to fully manifest. And TSM’s role as the dominating high-end chipmaker in the world won’t change in the near term. But I see these recent events (such as AAPL’s rejection of the price raises and the recent passing of the CHIPS act) as the turning point. Taking a broader view, I see these events as a logical step, or even an inevitable step, in the deglobalization process – a mega force that has been unfolding for over 10 years as shown in the chart below. The chart illustrates how globalization, measured as the percentage of total exports out of global GDP, has been in decline since its peak in 2008. The percentage has declined from 61% in 2008 to the to 51.6% in 2020. And since 2020, the China-U.S. trade tension, the COVID, and the Russian/Ukraine war have further quickened its pace.</p><p>In the remainder of this article, I will further analyze the details of these above considerations in more detail.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/df9d37af226f63d9047697f699ffa010\" tg-width=\"640\" tg-height=\"527\" referrerpolicy=\"no-referrer\"/><span>Source: The World Bank</span></p><h2>TSM’s valuation advantage</h2><p>First, as mentioned above, there are definitely many positives with TSM even when compared to AAPL. And valuation is an obvious place to start with. As a global leader in the foundry space, it is for sale at a fraction of the overall market and AAPL’s valuation as seen in the chart below.</p><p>To cite a few examples, TSM’s FY1 PE of 12.8x is almost only 1/2 of AAPL’s 24.2x. Its TTM PE of 13.08x is also about only 1/2 of AAPL’s 24.2x. Considering that these stocks have different leverages and enterprise values (“EV”), let&#39;s compare their multiples with leverages adjusted too. As you can see, TSM’s discount is even more dramatic in terms of EV/EBITDA multiples. TSM’s FW EV/EBITDA ratio sits at 7.64x only, less than ½ of AAPL’s 18.18x.</p><p>Yes, as you will see in the next section, TSM is a high-quality stock in its own right. It boasts a large technological lead in its space, further bolstered by its consistent R&amp;D investments and also superb R&amp;D yield that even surpasses AAPL.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cd9101b641f06753dca5fee60c5e18ff\" tg-width=\"640\" tg-height=\"496\" referrerpolicy=\"no-referrer\"/><span>Source: Seeking Alpha data</span></p><h2>TSM’s more consistent and aggressive R&amp;D</h2><p>As detailed in our earlier articles:</p><blockquote><i>We do not invest in a given tech stock because we have high confidence in a certain product that they are developing in the pipeline. Instead, we feel more comfortable betting on A) the recurring resources available to fund new R&amp;D efforts sustainably, and B) the overall efficiency of the R&amp;D PROCESS. So correspondingly, in the long run, I feel comfortable as long as a tech business can A) sustainably support new R&amp;D expenditures, and B) has demonstrated a consistent R&amp;D yield. I do not feel the need to particularly bet on any one of the new products to be a hit (or a complete failure).</i></blockquote><p>And both TSM and AAPL can sustainably fund their new R&amp;D efforts with no problem in the long term, as illustrated in the next chart. It shows their R&amp;D expenses over the past 10 years as a percentage of their total sales. A few key observations:</p><ul><li>TSM has been investing very consistently in R&amp;D efforts, on average about 8.0% of its total sales.</li><li>AAPL&#39;s R&amp;D expenses have been climbing since Tim Cook took over the company from Jobs. Jobs believed that innovation is not about money and it &#34;has nothing to do with how much R&amp;D money” a business put in. Then Cook gradually increased the R&amp;D investments to the current level of around 6.1% since 2018.</li><li>So even at AAPL’s current R&amp;D level, TSM is still outspending AAPL by about 200 basis points. And also note TSM’s consistency: the R&amp;D expenses only fluctuated in a very narrow range over the past 10 years.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/68ba62925d409c0646d95b62223ef4b9\" tg-width=\"640\" tg-height=\"355\" referrerpolicy=\"no-referrer\"/><span>Source: Author</span></p><p>More impressively, TSM’s yield on the R&amp;D investment is also superior to AAPL, which is already at a remarkable level by itself as shown in the next chart. The chart used Buffett’s $1 test on R&amp;D expenses. More specifically, the chart quantifies the R&amp;D yield by taking the ratio between profit and R&amp;D expenditures. Thus, the results show how many dollars of profit are generated per $1 of R&amp;D expenses. In particular, in this chart, my analysis used the operating cash flow (“OPC”) as the profit and also took a 3-year moving average on the OPC to approximate a 3-year R&amp;D cycle. And the key observations are:</p><ul><li>The R&amp;D yield is also consistent for TSM, with an average of $6.75 since 2014.</li><li>AAPL’s picture is a bit more colorful. Its R&amp;D yield has been astronomical ($10+ in 2013 and $8+ in 2014 and 2015) thanks to its almost monopoly status in key market segments in those days. Its R&amp;D yield has gradually declined to around ~$4.0 in recent years. And its long-term average was about $5.3.</li><li>To provide a broader view, the FAAMG group features an average R&amp;D yield of ~$2.5 in recent years.</li><li>Thus, both AAPL and TSM boast superb R&amp;D yields even when compared to the overachievers in the FAAMG pack, and TSM’s yield is even higher than AAPL by a large gap.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/72e8c1b1427c0babf39d38ec60269d28\" tg-width=\"640\" tg-height=\"340\" referrerpolicy=\"no-referrer\"/><span>Source: Author based on Seeking Alpha data</span></p><h2>Both enjoy high ROCE too, but AAPL is in its own category</h2><p>To me, ROCE (return on capital employed) is the most fundamental profitability metric as detailed in my blog article (with differences compared to ROE and Q&amp;A on the most frequently received questions from our readers). One key reason for its fundamental importance is that the long-term growth rate is governed by ROCE and reinvestment rate (“RR”) in the following simple way:</p><p>Long-Term Growth Rate = ROCE * RR</p><p>The ROCE of TSM and AAPL are shown below for the past 10 years. As you can see, TSM has been maintaining a high ROCE with remarkable consistency here. Its average ROCE has been about 42%. And I cannot overemphasize the consistency – which is a strong indicator of its stable moat. However, AAPL certainly has the upper hand here. Its ROCE is simply a category of its own. It has been hovering around an average of 125% since 2018 after its “declines” from an astronomical (and also unsustainable level in my view) of 200%+ earlier in the decade.</p><p>In terms of RR, both companies have sustainable capital allocation flexibility thanks to their strong cash generation. All told, my analysis shows that TSM has been maintaining an RR in the range between 7.5% to 10% in recent years, and AAPL about 5% to 7.5%.</p><p>So even without the trade tensions and deglobalization process aforementioned, I would project AAPL to have a much better perpetual growth curve ahead than TSM. I projected AAPL’s LT growth rate to be up to 10% (7.5% RR * 125% ROCE ~ 10% annual growth rate). And TSM’s growth rate, on the hand, would be limited to be in the mid-single digit range (say 4% = 10% RR * 42% ROCE).</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/98b3ddd710705df7ba8e09cb93f9b81a\" tg-width=\"640\" tg-height=\"334\" referrerpolicy=\"no-referrer\"/><span>Source: Author based on Seeking Alpha data</span></p><h2>Risks and final thought</h2><p>But to reiterate, I do see the developing tension between TSM and AAPL and the deglobalization process as the overarching forces here. And I only see the differences in terms of valuation, R&amp;D yields, and profitability to be secondary forces in the years to come. The deglobalization mega-trend has been unfolding since 2008. And I see a series of recent events (such as AAPL’s rejection of TSM’s price raises, the CHIPS act, the ongoing U.S.-China trade frictions, and also the Russian/Ukraine war) to further exacerbate and accelerate the trend. Under such a mega-trend, I see it as inevitable that key chip clients (such as AAPL, AMD, and NVDA) diversify their manufacturing needs away from TSM.</p><p>And the bottom line is that damage will be mutual but asymmetric the way I see things. It is easier for AAPL to find replacement foundry services but a lot harder for TSM to find replacement clients at the scale of AAPL.</p><p><i>This article is written by Envision Research for reference only. Please note the risks.</i></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple And Taiwan Semiconductor: Let's Ask Buffett</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple And Taiwan Semiconductor: Let's Ask Buffett\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-22 16:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4559717-apple-and-taiwan-semiconductor-ask-buffett><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAs a long-time Buffett cultist, I understand (not to say I am able to anticipate) most of his stock choices.But from time to time, some of his choices still come as a surprise and his recent ...</p>\n\n<a href=\"https://seekingalpha.com/article/4559717-apple-and-taiwan-semiconductor-ask-buffett\">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","TSM":"台积电"},"source_url":"https://seekingalpha.com/article/4559717-apple-and-taiwan-semiconductor-ask-buffett","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2285386886","content_text":"SummaryAs a long-time Buffett cultist, I understand (not to say I am able to anticipate) most of his stock choices.But from time to time, some of his choices still come as a surprise and his recent position in Taiwan Semiconductor is a notable example.The choice is even more puzzling when viewed under the context of his largest holding, Apple.There are certainly positives with Taiwan Semiconductor, that is, even when compared to Apple.However, I see these positives easily overshadowed by the developing tension between them, which produces mutual but asymmetric damage.Jamie McCarthyThe investment thesisAs a long-time Buffett cultist, I feel comfortable saying that I understand most of his investment choices. But occasionally, the grandmaster still manages to make a move that surprises me such as his recent position in TaiwanSemiconductor (NYSE:TSM). To wit, the recent 13F disclosure showed that Buffett opened a sizable position in TSM for the Berkshire Hathaway (BRK.A) (BRK.B) equity portfolio. As you can see from the following chart, his BRK portfolio now holds more than 60.06M shares of TSM with a total worth of over $4.11B. The TSM position is currently the 10thlargest position in the BRK portfolio.Source: Dataroma.comThe surprise comes in several ways. And the more obvious ways (like Buffett’s allergy to tech businesses) have already been discussed by several other SA authors and I won’t further add to it anymore. Here, I want to explore an angle that is less discussed so far. I want to explain why it feels more puzzling to me, that is besides the fact that Buffett added another tech name to his BRK portfolio, when the TSM position is viewed under the context of his largest holding, Apple (NASDAQ:AAPL). There are certainly positives with TSM, that is, even when compared to AAPL. As we will detail in the next section, it is a high-quality stock in its own right. It boasts a large technological lead in its space and an R&D yield that is even better than AAPL.However, I see these positives easily overshadowed by the developing tension between them and also the ongoing deglobalization mega-trend. According to a recentnews report, TSM’s scheduled price raises in 2023 were rejected by AAPL, by far its largest customer. AAPL currently outsources almost all of its processor manufacturing to factories in Taiwan. However, with the U.S. strategic initiatives to push to develop domestic semiconductor foundry capabilities, AAPL (and other U.S. chip players such Advanced Micro Devices (AMD) and NVIDIA (NVDA) too) would be very likely to diversify its chip manufacturing away from TSM. And the damage will be mutual but asymmetric. It is easier for AAPL to find other foundry services to manufacture its chips, and a lot harder for TSM to find such large clients as AAPL.The full impact of such tension and diversification will take time to fully manifest. And TSM’s role as the dominating high-end chipmaker in the world won’t change in the near term. But I see these recent events (such as AAPL’s rejection of the price raises and the recent passing of the CHIPS act) as the turning point. Taking a broader view, I see these events as a logical step, or even an inevitable step, in the deglobalization process – a mega force that has been unfolding for over 10 years as shown in the chart below. The chart illustrates how globalization, measured as the percentage of total exports out of global GDP, has been in decline since its peak in 2008. The percentage has declined from 61% in 2008 to the to 51.6% in 2020. And since 2020, the China-U.S. trade tension, the COVID, and the Russian/Ukraine war have further quickened its pace.In the remainder of this article, I will further analyze the details of these above considerations in more detail.Source: The World BankTSM’s valuation advantageFirst, as mentioned above, there are definitely many positives with TSM even when compared to AAPL. And valuation is an obvious place to start with. As a global leader in the foundry space, it is for sale at a fraction of the overall market and AAPL’s valuation as seen in the chart below.To cite a few examples, TSM’s FY1 PE of 12.8x is almost only 1/2 of AAPL’s 24.2x. Its TTM PE of 13.08x is also about only 1/2 of AAPL’s 24.2x. Considering that these stocks have different leverages and enterprise values (“EV”), let's compare their multiples with leverages adjusted too. As you can see, TSM’s discount is even more dramatic in terms of EV/EBITDA multiples. TSM’s FW EV/EBITDA ratio sits at 7.64x only, less than ½ of AAPL’s 18.18x.Yes, as you will see in the next section, TSM is a high-quality stock in its own right. It boasts a large technological lead in its space, further bolstered by its consistent R&D investments and also superb R&D yield that even surpasses AAPL.Source: Seeking Alpha dataTSM’s more consistent and aggressive R&DAs detailed in our earlier articles:We do not invest in a given tech stock because we have high confidence in a certain product that they are developing in the pipeline. Instead, we feel more comfortable betting on A) the recurring resources available to fund new R&D efforts sustainably, and B) the overall efficiency of the R&D PROCESS. So correspondingly, in the long run, I feel comfortable as long as a tech business can A) sustainably support new R&D expenditures, and B) has demonstrated a consistent R&D yield. I do not feel the need to particularly bet on any one of the new products to be a hit (or a complete failure).And both TSM and AAPL can sustainably fund their new R&D efforts with no problem in the long term, as illustrated in the next chart. It shows their R&D expenses over the past 10 years as a percentage of their total sales. A few key observations:TSM has been investing very consistently in R&D efforts, on average about 8.0% of its total sales.AAPL's R&D expenses have been climbing since Tim Cook took over the company from Jobs. Jobs believed that innovation is not about money and it \"has nothing to do with how much R&D money” a business put in. Then Cook gradually increased the R&D investments to the current level of around 6.1% since 2018.So even at AAPL’s current R&D level, TSM is still outspending AAPL by about 200 basis points. And also note TSM’s consistency: the R&D expenses only fluctuated in a very narrow range over the past 10 years.Source: AuthorMore impressively, TSM’s yield on the R&D investment is also superior to AAPL, which is already at a remarkable level by itself as shown in the next chart. The chart used Buffett’s $1 test on R&D expenses. More specifically, the chart quantifies the R&D yield by taking the ratio between profit and R&D expenditures. Thus, the results show how many dollars of profit are generated per $1 of R&D expenses. In particular, in this chart, my analysis used the operating cash flow (“OPC”) as the profit and also took a 3-year moving average on the OPC to approximate a 3-year R&D cycle. And the key observations are:The R&D yield is also consistent for TSM, with an average of $6.75 since 2014.AAPL’s picture is a bit more colorful. Its R&D yield has been astronomical ($10+ in 2013 and $8+ in 2014 and 2015) thanks to its almost monopoly status in key market segments in those days. Its R&D yield has gradually declined to around ~$4.0 in recent years. And its long-term average was about $5.3.To provide a broader view, the FAAMG group features an average R&D yield of ~$2.5 in recent years.Thus, both AAPL and TSM boast superb R&D yields even when compared to the overachievers in the FAAMG pack, and TSM’s yield is even higher than AAPL by a large gap.Source: Author based on Seeking Alpha dataBoth enjoy high ROCE too, but AAPL is in its own categoryTo me, ROCE (return on capital employed) is the most fundamental profitability metric as detailed in my blog article (with differences compared to ROE and Q&A on the most frequently received questions from our readers). One key reason for its fundamental importance is that the long-term growth rate is governed by ROCE and reinvestment rate (“RR”) in the following simple way:Long-Term Growth Rate = ROCE * RRThe ROCE of TSM and AAPL are shown below for the past 10 years. As you can see, TSM has been maintaining a high ROCE with remarkable consistency here. Its average ROCE has been about 42%. And I cannot overemphasize the consistency – which is a strong indicator of its stable moat. However, AAPL certainly has the upper hand here. Its ROCE is simply a category of its own. It has been hovering around an average of 125% since 2018 after its “declines” from an astronomical (and also unsustainable level in my view) of 200%+ earlier in the decade.In terms of RR, both companies have sustainable capital allocation flexibility thanks to their strong cash generation. All told, my analysis shows that TSM has been maintaining an RR in the range between 7.5% to 10% in recent years, and AAPL about 5% to 7.5%.So even without the trade tensions and deglobalization process aforementioned, I would project AAPL to have a much better perpetual growth curve ahead than TSM. I projected AAPL’s LT growth rate to be up to 10% (7.5% RR * 125% ROCE ~ 10% annual growth rate). And TSM’s growth rate, on the hand, would be limited to be in the mid-single digit range (say 4% = 10% RR * 42% ROCE).Source: Author based on Seeking Alpha dataRisks and final thoughtBut to reiterate, I do see the developing tension between TSM and AAPL and the deglobalization process as the overarching forces here. And I only see the differences in terms of valuation, R&D yields, and profitability to be secondary forces in the years to come. The deglobalization mega-trend has been unfolding since 2008. And I see a series of recent events (such as AAPL’s rejection of TSM’s price raises, the CHIPS act, the ongoing U.S.-China trade frictions, and also the Russian/Ukraine war) to further exacerbate and accelerate the trend. Under such a mega-trend, I see it as inevitable that key chip clients (such as AAPL, AMD, and NVDA) diversify their manufacturing needs away from TSM.And the bottom line is that damage will be mutual but asymmetric the way I see things. It is easier for AAPL to find replacement foundry services but a lot harder for TSM to find replacement clients at the scale of AAPL.This article is written by Envision Research for reference only. Please note the risks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":327,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9961738099,"gmtCreate":1669043894212,"gmtModify":1676538143980,"author":{"id":"3572214398550610","authorId":"3572214398550610","name":"alicialicia","avatar":"https://static.tigerbbs.com/c4b23ee891a1061c7907495a9c7da890","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572214398550610","idStr":"3572214398550610"},"themes":[],"htmlText":"Kay","listText":"Kay","text":"Kay","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/9961738099","repostId":"1103039715","repostType":4,"isVote":1,"tweetType":1,"viewCount":713,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":148074002,"gmtCreate":1625907829206,"gmtModify":1703750805144,"author":{"id":"3572214398550610","authorId":"3572214398550610","name":"alicialicia","avatar":"https://static.tigerbbs.com/c4b23ee891a1061c7907495a9c7da890","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572214398550610","idStr":"3572214398550610"},"themes":[],"htmlText":"Comment and like","listText":"Comment and like","text":"Comment and like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":5,"repostSize":0,"link":"https://ttm.financial/post/148074002","repostId":"2150370120","repostType":4,"isVote":1,"tweetType":1,"viewCount":293,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":105844436,"gmtCreate":1620292987625,"gmtModify":1704341450359,"author":{"id":"3572214398550610","authorId":"3572214398550610","name":"alicialicia","avatar":"https://static.tigerbbs.com/c4b23ee891a1061c7907495a9c7da890","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572214398550610","idStr":"3572214398550610"},"themes":[],"htmlText":"Comment and like","listText":"Comment and like","text":"Comment and like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":6,"repostSize":0,"link":"https://ttm.financial/post/105844436","repostId":"1197402336","repostType":4,"isVote":1,"tweetType":1,"viewCount":299,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":143568324,"gmtCreate":1625802522068,"gmtModify":1703748875236,"author":{"id":"3572214398550610","authorId":"3572214398550610","name":"alicialicia","avatar":"https://static.tigerbbs.com/c4b23ee891a1061c7907495a9c7da890","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572214398550610","idStr":"3572214398550610"},"themes":[],"htmlText":"Comment and like&nbsp;","listText":"Comment and like&nbsp;","text":"Comment and like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/143568324","repostId":"1195657546","repostType":4,"isVote":1,"tweetType":1,"viewCount":177,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3581623201234305","authorId":"3581623201234305","name":"Dad123","avatar":"https://static.tigerbbs.com/ac4d85018dddfaed97e09d27a019c74f","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3581623201234305","idStr":"3581623201234305"},"content":"Comment back please","text":"Comment back please","html":"Comment back please"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":132641638,"gmtCreate":1622087832024,"gmtModify":1704179227105,"author":{"id":"3572214398550610","authorId":"3572214398550610","name":"alicialicia","avatar":"https://static.tigerbbs.com/c4b23ee891a1061c7907495a9c7da890","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572214398550610","idStr":"3572214398550610"},"themes":[],"htmlText":"Comment and like","listText":"Comment and like","text":"Comment and like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":8,"repostSize":0,"link":"https://ttm.financial/post/132641638","repostId":"2138149518","repostType":4,"isVote":1,"tweetType":1,"viewCount":180,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3576550818064904","authorId":"3576550818064904","name":"Runningdown","avatar":"https://static.tigerbbs.com/ef91444757abfa72f3ede25e971f5398","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3576550818064904","idStr":"3576550818064904"},"content":"Done, can u reply to this comment as well. Thanks","text":"Done, can u reply to this comment as well. Thanks","html":"Done, can u reply to this comment as well. Thanks"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":155929602,"gmtCreate":1625370309706,"gmtModify":1703740909220,"author":{"id":"3572214398550610","authorId":"3572214398550610","name":"alicialicia","avatar":"https://static.tigerbbs.com/c4b23ee891a1061c7907495a9c7da890","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572214398550610","idStr":"3572214398550610"},"themes":[],"htmlText":"Comment and like","listText":"Comment and like","text":"Comment and 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pls"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":327619420,"gmtCreate":1616079625660,"gmtModify":1704790738530,"author":{"id":"3572214398550610","authorId":"3572214398550610","name":"alicialicia","avatar":"https://static.tigerbbs.com/c4b23ee891a1061c7907495a9c7da890","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572214398550610","idStr":"3572214398550610"},"themes":[],"htmlText":"Like and comment","listText":"Like and comment","text":"Like and 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tks!"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":183913427,"gmtCreate":1623299785169,"gmtModify":1704200397041,"author":{"id":"3572214398550610","authorId":"3572214398550610","name":"alicialicia","avatar":"https://static.tigerbbs.com/c4b23ee891a1061c7907495a9c7da890","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572214398550610","idStr":"3572214398550610"},"themes":[],"htmlText":"Comment and like","listText":"Comment and like","text":"Comment and 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thanks"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":110895412,"gmtCreate":1622436424736,"gmtModify":1704184406224,"author":{"id":"3572214398550610","authorId":"3572214398550610","name":"alicialicia","avatar":"https://static.tigerbbs.com/c4b23ee891a1061c7907495a9c7da890","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572214398550610","idStr":"3572214398550610"},"themes":[],"htmlText":"Comment and like","listText":"Comment and like","text":"Comment and 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Thanks"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":199205153,"gmtCreate":1620704411572,"gmtModify":1704347056023,"author":{"id":"3572214398550610","authorId":"3572214398550610","name":"alicialicia","avatar":"https://static.tigerbbs.com/c4b23ee891a1061c7907495a9c7da890","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572214398550610","idStr":"3572214398550610"},"themes":[],"htmlText":"Comment and like","listText":"Comment and like","text":"Comment and 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comment"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":352874109,"gmtCreate":1616939992901,"gmtModify":1704800092854,"author":{"id":"3572214398550610","authorId":"3572214398550610","name":"alicialicia","avatar":"https://static.tigerbbs.com/c4b23ee891a1061c7907495a9c7da890","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572214398550610","idStr":"3572214398550610"},"themes":[],"htmlText":"Comment back&nbsp;","listText":"Comment back&nbsp;","text":"Comment 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06:56","market":"us","language":"en","title":"Skittish Stock Traders Are Bracing for $2 Trillion Option Expiration","url":"https://stock-news.laohu8.com/highlight/detail?id=1153344302","media":"Bloomberg","summary":"BofA survey shows optimism about global growth at record lowIt’s not an easy time, particularly for ","content":"<html><head></head><body><ul><li>BofA survey shows optimism about global growth at record low</li><li>It’s not an easy time, particularly for stocks: Katy Kaminski</li></ul><p>Inflation is surging, central banks are on the move and now it’s earnings season. To top it all off, stock traders face the market-roiling potential of a monthly options expiration estimated at more than $2 trillion.</p><p>Roughly $495 billion in single-stock derivatives are set to expire Thursday, with another $980 billion of S&amp;P 500-linked contracts and $170 billion in options tied to the State Street fund tracking the S&amp;P 500 all running out as the holiday-shortened week ends, according to estimates from Goldman Sachs Group Inc.’s Rocky Fishman. Such volumes have been a source of volatility in the past year.</p><p>While nothing is ever assured in markets, indexes have exhibited a consistent pattern of declining on days when contracts are closed out. This time around, it comes as stocks are suffering through yet another bout of volatility, with the S&amp;P 500 notching only four positive days since the start of the month.</p><p>It isn’t out of the ordinary to get a monthly expiration on a Thursday in April, but other “wrinkles arise because it can coincide with tax day and the start of earnings season, both of which we’re getting now,” said Steve Sosnick, chief strategist at Interactive Brokers LLC. The deadline for Americans to file their tax returns is April 18.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/158c0f7e1238dc2a0511c55735fc17af\" tg-width=\"1000\" tg-height=\"685\" width=\"100%\" height=\"auto\"/><span>Source: Goldman SachsSource: Bloomberg</span></p><p>With monetary and fiscal support receding, investors have been hunkering down -- and the mood has turned gloomy. A survey by Bank of America Corp. showed fund-manager optimism about global growth is at a record low. The greatest number since 2008 are predicting a stagflationary period of lower growth and still-high inflation. Sentiment is “poor,” said the bank’s strategist. Managers remain in the “‘sell-the-rally’ camp,” and view previous selloffs as just an “appetizer.”</p><p>Others are dialing back their optimism. JPMorgan Chase &amp; Co.’s Marko Kolanovic, once a steadfast bull, said investors who previously raised stock holdings should now take profits and shift some money to government bonds. Truist Advisory Services’ Keith Lerner downgraded his view on equities, cutting them to neutral from attractive, while saying that the range of potential economic and market outcomes was “unusually wide.”</p><p>A cautious stance is prevalent in single-stock data, too. The 20-day average of Cboe’s put-call volume ratio for single stocks has risen from a four-month low, showing an increase in moves to hedge against price drops. Meanwhile, the Cboe Volatility Index, a gauge of prices on S&amp;P 500 options, has swung wildly this month, from as low as 18.6 to as high as 24.37. It was in the middle of that range as of 3:50 p.m. Wednesday.</p><p>“Given the backdrop of political uncertainty and supply-chain issues, I think it’s not an easy time, particularly for the equity markets,” Katy Kaminski, chief research strategist at AlphaSimplex, said in a phone interview. Inflation, for instance, “has more room to run than most people would like to think. They keep thinking everything is just going to go back to normal and I think it could take quite a while.”</p><p>Mushrooming options volume has been a regular feature of post-pandemic markets. Bullish options contracts became a favorite tool of retail traders who spent the Covid lockdowns trading from their phones. Now, amid choppier markets, demand for bearish options has been growing. Contracts tied to declines in State Street’s S&amp;P 500 ETF and the iShares iBoxx High Yield Corporate Bond ETF have started to rise again, with put open interest on the high-yield fund surging.</p><p>To be sure, Chris Murphy, co-head of derivatives strategy at Susquehanna International Group, said there is now likely to be less single-stock impact than in the day-trading frenzy of the past two years. Investors who bought puts in January and February when the market was selling off are way out of the money now, he said, which could mute the impact of expirations on market moves.</p><p>His team says a total of 85 million U.S.-listed option contracts are set to expire Thursday, an 8% decrease from a year ago. Single-stock contracts are down 12% year-over-year. “We are seeing a lot less of the meme stock trading compared to last year, that’s the major culprit,” Murphy said.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/16655cc222d21f0d71dd4257bfc5eae7\" tg-width=\"1000\" tg-height=\"682\" width=\"100%\" height=\"auto\"/><span>Source: Susquehanna, IVolatilitySource: Bloomberg</span></p><p>Meanwhile, index and ETF contracts increased 7% and 3%, respectively, versus year-earlier levels. “This is likely due to more of a focus on the macro environment and more hedging,” he said.</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>Skittish Stock Traders Are Bracing for $2 Trillion Option Expiration</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\">\nSkittish Stock Traders Are Bracing for $2 Trillion Option Expiration\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-14 06:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-04-13/skittish-stock-traders-bracing-for-2-trillion-option-expiration?srnd=premium-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>BofA survey shows optimism about global growth at record lowIt’s not an easy time, particularly for stocks: Katy KaminskiInflation is surging, central banks are on the move and now it’s earnings ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-04-13/skittish-stock-traders-bracing-for-2-trillion-option-expiration?srnd=premium-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://www.bloomberg.com/news/articles/2022-04-13/skittish-stock-traders-bracing-for-2-trillion-option-expiration?srnd=premium-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153344302","content_text":"BofA survey shows optimism about global growth at record lowIt’s not an easy time, particularly for stocks: Katy KaminskiInflation is surging, central banks are on the move and now it’s earnings season. To top it all off, stock traders face the market-roiling potential of a monthly options expiration estimated at more than $2 trillion.Roughly $495 billion in single-stock derivatives are set to expire Thursday, with another $980 billion of S&P 500-linked contracts and $170 billion in options tied to the State Street fund tracking the S&P 500 all running out as the holiday-shortened week ends, according to estimates from Goldman Sachs Group Inc.’s Rocky Fishman. Such volumes have been a source of volatility in the past year.While nothing is ever assured in markets, indexes have exhibited a consistent pattern of declining on days when contracts are closed out. This time around, it comes as stocks are suffering through yet another bout of volatility, with the S&P 500 notching only four positive days since the start of the month.It isn’t out of the ordinary to get a monthly expiration on a Thursday in April, but other “wrinkles arise because it can coincide with tax day and the start of earnings season, both of which we’re getting now,” said Steve Sosnick, chief strategist at Interactive Brokers LLC. The deadline for Americans to file their tax returns is April 18.Source: Goldman SachsSource: BloombergWith monetary and fiscal support receding, investors have been hunkering down -- and the mood has turned gloomy. A survey by Bank of America Corp. showed fund-manager optimism about global growth is at a record low. The greatest number since 2008 are predicting a stagflationary period of lower growth and still-high inflation. Sentiment is “poor,” said the bank’s strategist. Managers remain in the “‘sell-the-rally’ camp,” and view previous selloffs as just an “appetizer.”Others are dialing back their optimism. JPMorgan Chase & Co.’s Marko Kolanovic, once a steadfast bull, said investors who previously raised stock holdings should now take profits and shift some money to government bonds. Truist Advisory Services’ Keith Lerner downgraded his view on equities, cutting them to neutral from attractive, while saying that the range of potential economic and market outcomes was “unusually wide.”A cautious stance is prevalent in single-stock data, too. The 20-day average of Cboe’s put-call volume ratio for single stocks has risen from a four-month low, showing an increase in moves to hedge against price drops. Meanwhile, the Cboe Volatility Index, a gauge of prices on S&P 500 options, has swung wildly this month, from as low as 18.6 to as high as 24.37. It was in the middle of that range as of 3:50 p.m. Wednesday.“Given the backdrop of political uncertainty and supply-chain issues, I think it’s not an easy time, particularly for the equity markets,” Katy Kaminski, chief research strategist at AlphaSimplex, said in a phone interview. Inflation, for instance, “has more room to run than most people would like to think. They keep thinking everything is just going to go back to normal and I think it could take quite a while.”Mushrooming options volume has been a regular feature of post-pandemic markets. Bullish options contracts became a favorite tool of retail traders who spent the Covid lockdowns trading from their phones. Now, amid choppier markets, demand for bearish options has been growing. Contracts tied to declines in State Street’s S&P 500 ETF and the iShares iBoxx High Yield Corporate Bond ETF have started to rise again, with put open interest on the high-yield fund surging.To be sure, Chris Murphy, co-head of derivatives strategy at Susquehanna International Group, said there is now likely to be less single-stock impact than in the day-trading frenzy of the past two years. Investors who bought puts in January and February when the market was selling off are way out of the money now, he said, which could mute the impact of expirations on market moves.His team says a total of 85 million U.S.-listed option contracts are set to expire Thursday, an 8% decrease from a year ago. Single-stock contracts are down 12% year-over-year. “We are seeing a lot less of the meme stock trading compared to last year, that’s the major culprit,” Murphy said.Source: Susquehanna, IVolatilitySource: BloombergMeanwhile, index and ETF contracts increased 7% and 3%, respectively, versus year-earlier levels. “This is likely due to more of a focus on the macro environment and more hedging,” he said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":135,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}