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JM85

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01-25

$FTSE China Bull 3X Shares(YINN)$

2022-08-15

$ABC(01288)$👍🏻

2022-07-31

$PING AN(02318)$👍🏻

2022-06-18

👍🏻

The Next Bull Market Is Just Months Away and Could Take the S&P 500 to 6000, Says BofA

2022-04-18

Its price now looks like more than 50% discount! 😉

Alibaba: Munger Is Not The Thesis

2022-07-16

$CCB(00939)$👍🏻

2022-06-22

Slash again? 🤔

Citi Just Slashed Its Price Target on NIO Stock

2022-09-14

Thanks for sharing

Sorry, the original content has been removed

2022-07-18

$PING AN(02318)$rebound?

2022-04-06

Holding teledoc and looking forward to its 🚀

Down Over 50%, 2 Unstoppable Growth Stocks to Buy Right Now

2022-03-28

agree. Holding first

Disney Stock: A Winner Among Losers In 2022

2022-08-22

$PING AN(02318)$👍🏻

2022-07-07

$CCB(00939)$👍🏻

2022-03-30

Looking forward

US STOCKS-Wall Street Rallies on Hopes Russia, Ukraine Can Resolve Conflict

2022-09-07

$PING AN(02318)$time for ping an?

2022-08-25

$PING AN(02318)$time for a reverse! 💪🏻

2022-07-29

$ABC(01288)$👍🏻

2022-07-08

$CCB(00939)$👍🏻

2022-07-04

$PING AN(02318)$👍🏻

2022-06-28

good

China Cuts COVID Quarantine Time for International Travellers

Go to Tiger App to see more news

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href=\"https://ttm.financial/S/YINN\">$FTSE China Bull 3X Shares(YINN)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/YINN\">$FTSE China Bull 3X Shares(YINN)$ </a>&nbsp;","text":"$FTSE China Bull 3X Shares(YINN)$","images":[{"img":"https://community-static.tradeup.com/news/0cbc2ebb0d4061b55283dac0fe50ae0a","width":"898","height":"1475"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/266974861451272","isVote":1,"tweetType":1,"viewCount":176,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":266357660733728,"gmtCreate":1706064308065,"gmtModify":1706064310721,"author":{"id":"3572868008988450","authorId":"3572868008988450","name":"JM85","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/02318\">$PING AN(02318)$&nbsp;</a><v-v data-views=\"1\"></v-v> time for it to rebound","listText":"<a href=\"https://ttm.financial/S/02318\">$PING AN(02318)$&nbsp;</a><v-v data-views=\"1\"></v-v> time for it to rebound","text":"$PING AN(02318)$ time for it to rebound","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/266357660733728","isVote":1,"tweetType":1,"viewCount":213,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":260802404450552,"gmtCreate":1704682977654,"gmtModify":1704682983168,"author":{"id":"3572868008988450","authorId":"3572868008988450","name":"JM85","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/02318\">$PING AN(02318)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; waiting for rebound&nbsp;","listText":"<a href=\"https://ttm.financial/S/02318\">$PING AN(02318)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; waiting for rebound&nbsp;","text":"$PING AN(02318)$ waiting for rebound","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/260802404450552","isVote":1,"tweetType":1,"viewCount":73,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":247058171449432,"gmtCreate":1701354856886,"gmtModify":1701354859783,"author":{"id":"3572868008988450","authorId":"3572868008988450","name":"JM85","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BIDU\">$Baidu(BIDU)$&nbsp;</a><v-v data-views=\"1\"></v-v> very cheap to accumulate the stock now","listText":"<a href=\"https://ttm.financial/S/BIDU\">$Baidu(BIDU)$&nbsp;</a><v-v data-views=\"1\"></v-v> very cheap to accumulate the stock now","text":"$Baidu(BIDU)$ very cheap to accumulate the stock now","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/247058171449432","isVote":1,"tweetType":1,"viewCount":154,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":240943127212112,"gmtCreate":1699842957577,"gmtModify":1699842960228,"author":{"id":"3572868008988450","authorId":"3572868008988450","name":"JM85","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/02318\">$PING AN(02318)$&nbsp;</a><v-v data-views=\"1\"></v-v>as it shows deep bottom now","listText":"<a href=\"https://ttm.financial/S/02318\">$PING AN(02318)$&nbsp;</a><v-v data-views=\"1\"></v-v>as it shows deep bottom now","text":"$PING AN(02318)$ as it shows deep bottom now","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/240943127212112","isVote":1,"tweetType":1,"viewCount":145,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":220552696049856,"gmtCreate":1694867224470,"gmtModify":1694867229071,"author":{"id":"3572868008988450","authorId":"3572868008988450","name":"JM85","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/220552696049856","repostId":"219827832631320","repostType":1,"repost":{"id":219827832631320,"gmtCreate":1694698552047,"gmtModify":1694762101218,"author":{"id":"3501196737273098","authorId":"3501196737273098","name":"Tiger_comments","avatar":"https://community-static.tradeup.com/news/227887b200e9925968650d5db4a8bfb3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"Arm debut! Head for $30 or $60? How about other IPOs' performance?","htmlText":"What you have to know before you rush to buy <a href=\"https://ttm.financial/S/ARM\">$Arm Holdings(ARM)$</a> at its debut:Prices IPO at $51 per shareRaising $5B at $54.5B valuation.10x oversubscribed, according to Bloomberg.100x PE?&nbsp;This is over 2x <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a> .Net income in fiscal 2023 = $524m, at a valuation of $54b puts it at a P/E ~104.&nbsp;Avoid to buy it at the first day high!Make sure you research what happens to people who buy on IPO day highs...The return on IPO prices are mixed for major IPOs; however, the returns on buying at first-day high are in red!!At what price would you like to buy Arm?Some investors believe that it is definitely worth waiting to see how things play out before investing in ARM.Others argue that $30 is","listText":"What you have to know before you rush to buy <a href=\"https://ttm.financial/S/ARM\">$Arm Holdings(ARM)$</a> at its debut:Prices IPO at $51 per shareRaising $5B at $54.5B valuation.10x oversubscribed, according to Bloomberg.100x PE?&nbsp;This is over 2x <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a> .Net income in fiscal 2023 = $524m, at a valuation of $54b puts it at a P/E ~104.&nbsp;Avoid to buy it at the first day high!Make sure you research what happens to people who buy on IPO day highs...The return on IPO prices are mixed for major IPOs; however, the returns on buying at first-day high are in red!!At what price would you like to buy Arm?Some investors believe that it is definitely worth waiting to see how things play out before investing in ARM.Others argue that $30 is","text":"What you have to know before you rush to buy $Arm Holdings(ARM)$ at its debut:Prices IPO at $51 per shareRaising $5B at $54.5B valuation.10x oversubscribed, according to Bloomberg.100x PE? This is over 2x $NVIDIA Corp(NVDA)$ .Net income in fiscal 2023 = $524m, at a valuation of $54b puts it at a P/E ~104. Avoid to buy it at the first day high!Make sure you research what happens to people who buy on IPO day highs...The return on IPO prices are mixed for major IPOs; however, the returns on buying at first-day high are in red!!At what price would you like to buy Arm?Some investors believe that it is definitely worth waiting to see how things play out before investing in ARM.Others argue that $30 is","images":[{"img":"https://community-static.tradeup.com/news/66a4451037bd99512e779dc4592966fb","width":"714","height":"614"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/219827832631320","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":226,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9980330131,"gmtCreate":1665645564123,"gmtModify":1676537641942,"author":{"id":"3572868008988450","authorId":"3572868008988450","name":"JM85","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9980330131","repostId":"2274655878","repostType":4,"repost":{"id":"2274655878","pubTimestamp":1665644164,"share":"https://www.laohu8.com/m/news/2274655878?lang=&edition=full","pubTime":"2022-10-13 14:56","market":"us","language":"en","title":"September CPI: It's Sink Or Swim For Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=2274655878","media":"Seeking Alpha","summary":"SummaryThe latest and greatest monthly inflation report is due out at 8:30 AM Eastern Time on Thursd","content":"<html><head></head><body><h2>Summary</h2><ul><li>The latest and greatest monthly inflation report is due out at 8:30 AM Eastern Time on Thursday, October 13th.</li><li>Stocks are already jittery, and one analyst has predicted that a bad report would send stocks tumbling by as much as 5%.</li><li>Handicapping where US September CPI is likely to come in, as well as the path of inflation going forward.</li><li>My September CPI forecast– bad but hopefully not awful, due to tightening financial conditions.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a33360c9f3e8c513c78d7c99d5608eb4\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\"/><span>scanrail</span></p><p>Before 2020, inflation reports were scarcely a sideshow in the parade of economic reports that come out each month. Changes in prices had been low and predictable for decades, so no one cared. But after 2+ years of soaring inflation, off-and-on shortages of goods, and soaring inflation–CPIis the most important reading for the markets in any given month. The latest installment is due out on Thursday, October 13th at 8:30 AM Eastern Time. The stakes are high. One JPMorgan analyst has called for a drop of as much as 5% in the immediate aftermath of another hot inflation report, while the VIX is pointing to a potential move of a bit less than 3% by the end of the week. Largely due to runaway inflation over the last year, stocks have plunged in 2022, unwinding all of the 2021 bull market gains and threatening to unwind 2020&#39;s gains as well.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fb6d337417195dbaf9c5792c265e60ee\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\"/><span>Data by YCharts</span></p><h2>Will Inflation Ever Slow Down?</h2><p>Likely not for the September reading–at least to nowhere near the Fed&#39;s target of 2% annual core inflation.</p><p><i>Bloomberg</i> polled a group of economists, and the expectation is for headline inflation to come in at 0.2%, while core inflation comes in at 0.4%. Core inflation at 0.4% per month is about 5% annualized, which is still more than double the Fed&#39;s target. They clearly have work to do in raising rates, which will put stock prices under pressure. As the Fed raises interest rates, the question on the mind of every institutional investor is when they&#39;ll stop, because that tells them what a fair price to pay for stocks is.</p><p>No one knows for sure the path of inflation and rates, but we can make some educated guesses. In previous articles, we handicapped this using publicly available econometric models and came up with a likely interest rate of about 4 to 4.5% and relentless quantitative tightening. The market has now finally priced this in. The question now is whether that will work, or whether the Fed will be forced to hike even more in the face of stubborn inflation to stop the party. In this case, the necessary adjustments are big enough that unemployment likely will not stay anywhere near historical lows, which in turn means that corporate profits won&#39;t stay at all-time highs. The Fed can&#39;t throw in the towel here either and just let inflation be 10% per year or more forever. Doing so would eventually cause America to lose its greatest privilege – having the world&#39;s reserve currency and the increased standard of living that comes with it.</p><h2>Tighter Financial Conditions Are Helping</h2><p>The main way the Fed clamps down on inflation is by tightening financial conditions (lower stocks, higher yields, stronger dollar). August CPI, the Fed&#39;s last &#34;report card&#34; was a brutal shock for stocks because it showed the Fed&#39;s efforts were not working. But the main reason why they weren&#39;t working was that the markets had fallen in love with the idea of a Fed pivot from June to mid-August, buying all the stocks they could get, sending bond yields tumbling and the dollar down. But markets are reflexive. With stocks up ~17% in a couple of months from June to August, people surely took the cue to ramp up spending, and the falling dollar directly made imports more expensive, leading to a bad CPI report. All of the money being bet on the Fed pivoting itself made it impossible for the Fed to actually pivot by loosening financial conditions.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/624e3277f4b225ec25d2bf5d689d404c\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\"/><span>Data by YCharts</span></p><p>Now, this has all been unwound and then some, putting downward pressure on inflation. This might set the conditions for inflation to possibly come in better than expected, or at least not as bad as feared. If this happens, everyone might go out and pour money into stocks again, only to be slapped down by a poor inflation report in a month or two due to rising markets and a falling dollar.</p><h2>But They May Not Be Enough</h2><p>1. The Saudis and OPEC have continued their decades-long tradition of sticking it to the US and Europe, agreeing to an output cut in oil production to try to push prices back over $100 per barrel. Since almost every consumer good has to be transported from where it is manufactured to where it&#39;s bought, this directly feeds into prices. OPEC&#39;s defiance is a clear signal that inflation is not going to come down on its own without the US and Europe securing their own oil/gas production and eventually enough renewable energy to get a &#34;divorce&#34; with OPEC. This will take years, and there&#39;s no easy fix.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/26bfda6853f9e6679bc2061e62530d9a\" tg-width=\"640\" tg-height=\"395\" referrerpolicy=\"no-referrer\"/><span>WTI Crude Oil (Investing.com)</span></p><p>2. Labor problems. In the early phase of the pandemic, companies saw their profit margins boom as they were able to raise prices faster than employees could bargain for wage increases. This led to the stupid media trend of the &#34;great resignation&#34; which was really just employees going to where they could earn a market wage. Now we have tons of labor problems, particularly with unions. Unions in particular are going to claw back their relative share of gross profits, and there&#39;s nothing the Fed can do to stop this with the unemployment rate at 3.5%. So we have ongoing negotiations, and threats of strikes in every economic bottleneck there is, whether it&#39;s railroad employees, dockworkers, or airline pilots. And that&#39;s just the people who work. Social Security is going to have its annual CPI adjustment (maybe 9% this year) at year-end which is going to further increase price pressures.</p><p>3. Rent renewals. Asking rents are actually falling month over month, but that&#39;s cold comfort for many renters coming off of long-term leases now at much higher rates than previous. They don&#39;t go into CPI until they&#39;re paid, so this will continually put upward pressure on inflation after the lag from earlier in the pandemic.</p><h2>September CPI Forecast</h2><p>The Cleveland Fed has a good econometric model that I believe is more accurate than surveying a bunch of random economists. They have core CPI at 0.51% month-over-month for September and 0.53% month-over-month looking ahead to October. If these projections are right, these numbers are bad and worse than the market expects, showing that the Fed is nowhere near stopping inflation and that a hard landing is the only way down.</p><p>Another approach I sometimes like is to look at other areas that report CPI earlier in the month than the US. Since global central banks have begun to coordinate policy, hot numbers abroad have generally predicted hot numbers in the US. In September, CPI in Thailand came in better than expected, Taiwan came in worse, and the Philippines came in worse. In Europe, the Netherlands put in an awful report not just because of energy, but also in services inflation. Hungary similarly saw huge increases in the cost of services. These both are indicating that core CPI could potentially be hotter than expected.</p><p>But my best guess is that tighter financial conditions are doing enough to hold these pressures more or less in check enough to keep core CPI at 0.5% month-over-month. This said– I don&#39;t doubt JPMorgan&#39;s nightmare prediction that stocks will fall 5% in a day or two if core CPI comes in at 0.6% month over month. In any case, checking some econometric models and countries that report CPI before the US shows that this inflation report is unlikely to be particularly good.</p><p><i>This article is written by Logan Kane 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>September CPI: It's Sink Or Swim For Stocks</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\">\nSeptember CPI: It's Sink Or Swim For Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-13 14:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4546099-september-cpi-it-is-sink-or-swim-for-stocks><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryThe latest and greatest monthly inflation report is due out at 8:30 AM Eastern Time on Thursday, October 13th.Stocks are already jittery, and one analyst has predicted that a bad report would ...</p>\n\n<a href=\"https://seekingalpha.com/article/4546099-september-cpi-it-is-sink-or-swim-for-stocks\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://seekingalpha.com/article/4546099-september-cpi-it-is-sink-or-swim-for-stocks","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2274655878","content_text":"SummaryThe latest and greatest monthly inflation report is due out at 8:30 AM Eastern Time on Thursday, October 13th.Stocks are already jittery, and one analyst has predicted that a bad report would send stocks tumbling by as much as 5%.Handicapping where US September CPI is likely to come in, as well as the path of inflation going forward.My September CPI forecast– bad but hopefully not awful, due to tightening financial conditions.scanrailBefore 2020, inflation reports were scarcely a sideshow in the parade of economic reports that come out each month. Changes in prices had been low and predictable for decades, so no one cared. But after 2+ years of soaring inflation, off-and-on shortages of goods, and soaring inflation–CPIis the most important reading for the markets in any given month. The latest installment is due out on Thursday, October 13th at 8:30 AM Eastern Time. The stakes are high. One JPMorgan analyst has called for a drop of as much as 5% in the immediate aftermath of another hot inflation report, while the VIX is pointing to a potential move of a bit less than 3% by the end of the week. Largely due to runaway inflation over the last year, stocks have plunged in 2022, unwinding all of the 2021 bull market gains and threatening to unwind 2020's gains as well.Data by YChartsWill Inflation Ever Slow Down?Likely not for the September reading–at least to nowhere near the Fed's target of 2% annual core inflation.Bloomberg polled a group of economists, and the expectation is for headline inflation to come in at 0.2%, while core inflation comes in at 0.4%. Core inflation at 0.4% per month is about 5% annualized, which is still more than double the Fed's target. They clearly have work to do in raising rates, which will put stock prices under pressure. As the Fed raises interest rates, the question on the mind of every institutional investor is when they'll stop, because that tells them what a fair price to pay for stocks is.No one knows for sure the path of inflation and rates, but we can make some educated guesses. In previous articles, we handicapped this using publicly available econometric models and came up with a likely interest rate of about 4 to 4.5% and relentless quantitative tightening. The market has now finally priced this in. The question now is whether that will work, or whether the Fed will be forced to hike even more in the face of stubborn inflation to stop the party. In this case, the necessary adjustments are big enough that unemployment likely will not stay anywhere near historical lows, which in turn means that corporate profits won't stay at all-time highs. The Fed can't throw in the towel here either and just let inflation be 10% per year or more forever. Doing so would eventually cause America to lose its greatest privilege – having the world's reserve currency and the increased standard of living that comes with it.Tighter Financial Conditions Are HelpingThe main way the Fed clamps down on inflation is by tightening financial conditions (lower stocks, higher yields, stronger dollar). August CPI, the Fed's last \"report card\" was a brutal shock for stocks because it showed the Fed's efforts were not working. But the main reason why they weren't working was that the markets had fallen in love with the idea of a Fed pivot from June to mid-August, buying all the stocks they could get, sending bond yields tumbling and the dollar down. But markets are reflexive. With stocks up ~17% in a couple of months from June to August, people surely took the cue to ramp up spending, and the falling dollar directly made imports more expensive, leading to a bad CPI report. All of the money being bet on the Fed pivoting itself made it impossible for the Fed to actually pivot by loosening financial conditions.Data by YChartsNow, this has all been unwound and then some, putting downward pressure on inflation. This might set the conditions for inflation to possibly come in better than expected, or at least not as bad as feared. If this happens, everyone might go out and pour money into stocks again, only to be slapped down by a poor inflation report in a month or two due to rising markets and a falling dollar.But They May Not Be Enough1. The Saudis and OPEC have continued their decades-long tradition of sticking it to the US and Europe, agreeing to an output cut in oil production to try to push prices back over $100 per barrel. Since almost every consumer good has to be transported from where it is manufactured to where it's bought, this directly feeds into prices. OPEC's defiance is a clear signal that inflation is not going to come down on its own without the US and Europe securing their own oil/gas production and eventually enough renewable energy to get a \"divorce\" with OPEC. This will take years, and there's no easy fix.WTI Crude Oil (Investing.com)2. Labor problems. In the early phase of the pandemic, companies saw their profit margins boom as they were able to raise prices faster than employees could bargain for wage increases. This led to the stupid media trend of the \"great resignation\" which was really just employees going to where they could earn a market wage. Now we have tons of labor problems, particularly with unions. Unions in particular are going to claw back their relative share of gross profits, and there's nothing the Fed can do to stop this with the unemployment rate at 3.5%. So we have ongoing negotiations, and threats of strikes in every economic bottleneck there is, whether it's railroad employees, dockworkers, or airline pilots. And that's just the people who work. Social Security is going to have its annual CPI adjustment (maybe 9% this year) at year-end which is going to further increase price pressures.3. Rent renewals. Asking rents are actually falling month over month, but that's cold comfort for many renters coming off of long-term leases now at much higher rates than previous. They don't go into CPI until they're paid, so this will continually put upward pressure on inflation after the lag from earlier in the pandemic.September CPI ForecastThe Cleveland Fed has a good econometric model that I believe is more accurate than surveying a bunch of random economists. They have core CPI at 0.51% month-over-month for September and 0.53% month-over-month looking ahead to October. If these projections are right, these numbers are bad and worse than the market expects, showing that the Fed is nowhere near stopping inflation and that a hard landing is the only way down.Another approach I sometimes like is to look at other areas that report CPI earlier in the month than the US. Since global central banks have begun to coordinate policy, hot numbers abroad have generally predicted hot numbers in the US. In September, CPI in Thailand came in better than expected, Taiwan came in worse, and the Philippines came in worse. In Europe, the Netherlands put in an awful report not just because of energy, but also in services inflation. Hungary similarly saw huge increases in the cost of services. These both are indicating that core CPI could potentially be hotter than expected.But my best guess is that tighter financial conditions are doing enough to hold these pressures more or less in check enough to keep core CPI at 0.5% month-over-month. This said– I don't doubt JPMorgan's nightmare prediction that stocks will fall 5% in a day or two if core CPI comes in at 0.6% month over month. In any case, checking some econometric models and countries that report CPI before the US shows that this inflation report is unlikely to be particularly good.This article is written by Logan Kane for reference only. Please note the risks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":323,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9916833450,"gmtCreate":1664551714970,"gmtModify":1676537476403,"author":{"id":"3572868008988450","authorId":"3572868008988450","name":"JM85","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Nice sharing","listText":"Nice sharing","text":"Nice sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9916833450","repostId":"2271709824","repostType":4,"repost":{"id":"2271709824","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1664547789,"share":"https://www.laohu8.com/m/news/2271709824?lang=&edition=full","pubTime":"2022-09-30 22:23","market":"us","language":"en","title":"It's the Worst September for Stocks Since 2008. What That Means for October","url":"https://stock-news.laohu8.com/highlight/detail?id=2271709824","media":"Dow Jones","summary":"September is traditionally the toughest month for stocks, but this one is shaping up to be the worst","content":"<html><head></head><body><p>September is traditionally the toughest month for stocks, but this one is shaping up to be the worst since 2008, during the bleak days of the financial crisis. Seasonally inclined investors may wonder what that means for October.</p><p>Dow Jones Market Data took a look at how equities have done in the wake of past particularly brutal Septembers.</p><p>But first, how does the current month stack up? The S&amp;P 500 , down 7.95%, and the Nasdaq Composite , down 9.1%, are on track for their worst September performances since 2008. The Dow Jones Industrial Average , down 7.25%, is set for its worst September since 2002.</p><p>Dow Jones Market Data found that in Octobers that follow a 7% or larger fall in September, the S&amp;P 500 rises 0.53% on average in October and sees a median gain of 1.81%. That&#39;s better than the average for all Octobers at 0.47% and the median at 1.03%. October is positive in years following an outsize September loss 54.55% of the time, versus 57.45% for all Octobers (see table below).</p><p><img src=\"https://static.tigerbbs.com/c43e07f1f659b2882134f42429947cfe\" tg-width=\"969\" tg-height=\"381\" referrerpolicy=\"no-referrer\"/></p><p>Dow Jones Market Data found that in Octobers following a September drop of 7% or more, the Dow has seen an average fall of 1.51% and a median drop of 1.46%. That compares with an average rise of 0.37% for all Octobers and a median gain of 0.79%. The S&amp;P 500 has risen 46.15% of the time in Octobers that follow a 7% or more September decline, versus a rise 57.6% of the time for all Octobers (see table below).</p><p><img src=\"https://static.tigerbbs.com/945f6d5ddd8c5b5467d635e5b6c4e20c\" tg-width=\"970\" tg-height=\"395\" referrerpolicy=\"no-referrer\"/></p><p>And here are the numbers for the Nasdaq in October following a September drop of 9% or more:</p><p><img src=\"https://static.tigerbbs.com/f65f1f69f6ba3301590c567882d42c1d\" tg-width=\"962\" tg-height=\"338\" referrerpolicy=\"no-referrer\"/></p><p>Since 1950, September has been the worst performing month of the year for the Dow Jones Industrial Average, S&amp;P 500 and Russell 1000 and the worst for the Nasdaq Composite since 1971 and the small-cap Russell 2000 since 1979, according to the Stock Trader&#39;s Almanac.</p><p>The Dow&#39;s September drop is shaping up to be its biggest monthly decline of 2022. September&#39;s drop for the S&amp;P 500, however, is on track to be the worst monthly decline since June, when it fell 8.4%, according to FactSet. The S&amp;P 500 dropped 8.8% in April. The Nasdaq saw a fall of more than 13% in April.</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>It's the Worst September for Stocks Since 2008. What That Means for October</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\">\nIt's the Worst September for Stocks Since 2008. What That Means for October\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-09-30 22:23</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>September is traditionally the toughest month for stocks, but this one is shaping up to be the worst since 2008, during the bleak days of the financial crisis. Seasonally inclined investors may wonder what that means for October.</p><p>Dow Jones Market Data took a look at how equities have done in the wake of past particularly brutal Septembers.</p><p>But first, how does the current month stack up? The S&amp;P 500 , down 7.95%, and the Nasdaq Composite , down 9.1%, are on track for their worst September performances since 2008. The Dow Jones Industrial Average , down 7.25%, is set for its worst September since 2002.</p><p>Dow Jones Market Data found that in Octobers that follow a 7% or larger fall in September, the S&amp;P 500 rises 0.53% on average in October and sees a median gain of 1.81%. That&#39;s better than the average for all Octobers at 0.47% and the median at 1.03%. October is positive in years following an outsize September loss 54.55% of the time, versus 57.45% for all Octobers (see table below).</p><p><img src=\"https://static.tigerbbs.com/c43e07f1f659b2882134f42429947cfe\" tg-width=\"969\" tg-height=\"381\" referrerpolicy=\"no-referrer\"/></p><p>Dow Jones Market Data found that in Octobers following a September drop of 7% or more, the Dow has seen an average fall of 1.51% and a median drop of 1.46%. That compares with an average rise of 0.37% for all Octobers and a median gain of 0.79%. The S&amp;P 500 has risen 46.15% of the time in Octobers that follow a 7% or more September decline, versus a rise 57.6% of the time for all Octobers (see table below).</p><p><img src=\"https://static.tigerbbs.com/945f6d5ddd8c5b5467d635e5b6c4e20c\" tg-width=\"970\" tg-height=\"395\" referrerpolicy=\"no-referrer\"/></p><p>And here are the numbers for the Nasdaq in October following a September drop of 9% or more:</p><p><img src=\"https://static.tigerbbs.com/f65f1f69f6ba3301590c567882d42c1d\" tg-width=\"962\" tg-height=\"338\" referrerpolicy=\"no-referrer\"/></p><p>Since 1950, September has been the worst performing month of the year for the Dow Jones Industrial Average, S&amp;P 500 and Russell 1000 and the worst for the Nasdaq Composite since 1971 and the small-cap Russell 2000 since 1979, according to the Stock Trader&#39;s Almanac.</p><p>The Dow&#39;s September drop is shaping up to be its biggest monthly decline of 2022. September&#39;s drop for the S&amp;P 500, however, is on track to be the worst monthly decline since June, when it fell 8.4%, according to FactSet. The S&amp;P 500 dropped 8.8% in April. The Nasdaq saw a fall of more than 13% in April.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","BK4559":"巴菲特持仓","OEF":"标普100指数ETF-iShares","OEX":"标普100",".SPX":"S&P 500 Index","SPXU":"三倍做空标普500ETF","BK4550":"红杉资本持仓","DDM":"道指两倍做多ETF","SPY":"标普500ETF","BK4581":"高盛持仓","DOG":"道指反向ETF","BK4504":"桥水持仓","DJX":"1/100道琼斯","UPRO":"三倍做多标普500ETF","UDOW":"道指三倍做多ETF-ProShares","DXD":"道指两倍做空ETF","SDOW":"道指三倍做空ETF-ProShares","SDS":"两倍做空标普500ETF","BK4534":"瑞士信贷持仓","SH":"标普500反向ETF","SSO":"两倍做多标普500ETF","IVV":"标普500指数ETF",".DJI":"道琼斯"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2271709824","content_text":"September is traditionally the toughest month for stocks, but this one is shaping up to be the worst since 2008, during the bleak days of the financial crisis. Seasonally inclined investors may wonder what that means for October.Dow Jones Market Data took a look at how equities have done in the wake of past particularly brutal Septembers.But first, how does the current month stack up? The S&P 500 , down 7.95%, and the Nasdaq Composite , down 9.1%, are on track for their worst September performances since 2008. The Dow Jones Industrial Average , down 7.25%, is set for its worst September since 2002.Dow Jones Market Data found that in Octobers that follow a 7% or larger fall in September, the S&P 500 rises 0.53% on average in October and sees a median gain of 1.81%. That's better than the average for all Octobers at 0.47% and the median at 1.03%. October is positive in years following an outsize September loss 54.55% of the time, versus 57.45% for all Octobers (see table below).Dow Jones Market Data found that in Octobers following a September drop of 7% or more, the Dow has seen an average fall of 1.51% and a median drop of 1.46%. That compares with an average rise of 0.37% for all Octobers and a median gain of 0.79%. The S&P 500 has risen 46.15% of the time in Octobers that follow a 7% or more September decline, versus a rise 57.6% of the time for all Octobers (see table below).And here are the numbers for the Nasdaq in October following a September drop of 9% or more:Since 1950, September has been the worst performing month of the year for the Dow Jones Industrial Average, S&P 500 and Russell 1000 and the worst for the Nasdaq Composite since 1971 and the small-cap Russell 2000 since 1979, according to the Stock Trader's Almanac.The Dow's September drop is shaping up to be its biggest monthly decline of 2022. September's drop for the S&P 500, however, is on track to be the worst monthly decline since June, when it fell 8.4%, according to FactSet. The S&P 500 dropped 8.8% in April. The Nasdaq saw a fall of more than 13% in April.","news_type":1},"isVote":1,"tweetType":1,"viewCount":335,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9918784569,"gmtCreate":1664457983751,"gmtModify":1676537458948,"author":{"id":"3572868008988450","authorId":"3572868008988450","name":"JM85","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Happy of this","listText":"Happy of this","text":"Happy of this","images":[{"img":"https://community-static.tradeup.com/news/999ae0c7834da6a31e51f8542813c120","width":"1080","height":"1653"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9918784569","isVote":1,"tweetType":1,"viewCount":441,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9913123615,"gmtCreate":1663941057637,"gmtModify":1676537367309,"author":{"id":"3572868008988450","authorId":"3572868008988450","name":"JM85","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9913123615","repostId":"1131886807","repostType":4,"isVote":1,"tweetType":1,"viewCount":288,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9910979922,"gmtCreate":1663551321266,"gmtModify":1676537288265,"author":{"id":"3572868008988450","authorId":"3572868008988450","name":"JM85","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9910979922","repostId":"1167102581","repostType":4,"repost":{"id":"1167102581","pubTimestamp":1663547334,"share":"https://www.laohu8.com/m/news/1167102581?lang=&edition=full","pubTime":"2022-09-19 08:28","market":"us","language":"en","title":"Meta Platforms: Leadership Vacuum Will Pass","url":"https://stock-news.laohu8.com/highlight/detail?id=1167102581","media":"Seeking Alpha","summary":"SummaryMeta Platforms has seen the long-standing COO and CFO depart their positions since the Q2 ear","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Meta Platforms has seen the long-standing COO and CFO depart their positions since the Q2 earnings report.</li><li>The company hasn&#39;t attended any investor conferences with the new executives or updated guidance to calm the markets.</li><li>The stock is cheap at 13x &#39;23 EPS targets with multiple catalysts for a return to EPS growth boosting the valuation multiple.</li></ul><p>The departure of Sheryl Sandberg leaves <b>Meta Platforms</b>(NASDAQ:META) without an adult in charge of the business. At least this is the view of the market while CEO Mark Zuckerberg has successfully navigated the tech giant to one of the most valuable companies in the world. My investment thesis remains ultra-Bullish on the stock now trading at 52-week lows below $150 with a lot of irrational fears about the business.</p><p><b>Sheryl Sandberg&#39;s Departure</b></p><p>The long-standing COO of Meta officially stepped down from her executive role at the company back on August 1. Meta had announced the plans for Sheryl Sandberg to depart back on June 1 with the BoD appointing Javier Olivan as the new COO. Sheryl will officially depart the company on September 30 and remain a member of the BoD.</p><p>In addition, the company announced in late June that CFO David Wehner was transitioning to a new role as the CSO (Chief Strategy Officer) with Susan Li becoming the new CFO on November 1. While both Sheryl and Mr. Wehner are still part of the company, the market hasn&#39;t heard much from the new COO and CFO, leaving Mark Zuckerberg as the only major executive from the $400 billion company with any market visibility and confidence.</p><p>Altimeter Capital&#39;s Brad Gerstner reinforced the market sentiment with this comment on a <i>CNBC</i> interview:</p><blockquote>I think they&#39;ve done an absolutely lousy job of explaining this transition to the Street. It&#39;s time for the new CFO, for Susan and for Mark to get out in front and explain to investors exactly what&#39;s going on.</blockquote><p>The last earnings report took place on July 27 and neither of these new executives took part in the call. Of course, neither executive was in their new roles yet, but both executives have been announced as the new leaders since the start of August and the market hasn&#39;t heard anything from them or the departing executives leaving a leadership void.</p><p>Meta doesn&#39;t list any upcoming investor events and surprisingly missed the recent Goldman Sachs 2022 Communacopia + Technology Conference attended by most of the technology heavyweights. As <i>Business Insider</i> highlighted, the Goldman Sachs conference in San Francisco was the largest ever technology conference, with executives from <b>Alphabet</b>(GOOG) to <b>Microsoft</b>(MSFT) to <b>Qualcomm</b>(QCOM) in attendance.</p><p><b>Zuck Still In Charge</b></p><p>While Meta needs to do a better job of getting new and departing executives in front of the media to instill confidence in the business considering the concerning economic climate, the tech giant still has Mark Zuckerberg in charge. The founder has led the company to a $120 billion revenue base, with goals of reaching $150 billion in the next few years.</p><p><img src=\"https://static.tigerbbs.com/d9a011c7a458f7b255bb5a408f83e9fd\" tg-width=\"1280\" tg-height=\"873\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Data by YCharts</p><p>Zuckerberg has already outlined the Metaverse plans and the goals of cutting the losses for the Reality Labs division. The company is set to launch the Meta Pro headset here in the next month that should provide investors with some more confidence on the business outside of the social media space.</p><p>The biggest issue for the company is competing against TikTok and Reels continues to struggle in this competition. The timing of the executive departures is interesting considering this ongoing struggle.</p><p>According to the <i>WSJ</i>, an internal document titled &#34;Creators x Reels State of the Union of 2022&#34; highlights the major problems facing Meta until the Metaverse takes off. The internal report apparently suggests only 20.7% of the 11 million creators on the platform actually post a Reel once a month. Even worse, a large portion of the ones posted is copied from other platforms such as TikTok.</p><p>The company is now so far behind TikTok on short form videos that Instagram users only spend 17.6 million hours a day watching Reels while TikTok users spend 197.8 million hours a day watching videos. Meta definitely has a lot of opportunity to close the gap, but such a move might be impossible outside of an outright ban of TikTok by the U.S. government.</p><p>Remember, though, Reels only counts for $1 billion in annual revenues now out of the $120 billion forecast by the tech giant. Short form video is a solution to revenue problems of Meta, but not necessarily a problem to the current revenue base.</p><p>Another solution discussed inprevious researchis the massive reduction of the losses for the Reality Labs division. Meta was running at $10+ billion annual losses for the Metaverse division, leading to the weak income and cash flows of the last year or so.</p><p>While the market leadership outside of the CEO has a major void right now, the new COO might provide a much higher product focus versus the previous focus of Sheryl Sandberg as much more of a brand ambassador.</p><p>The stock only trades at 13x forward EPS targets. These estimates don&#39;t even appear to factor in the ability of Meta to boost EPS dramatically by cutting losses in the Reality Labs division with the company just cutting those losses by 25% boosting EPS by $1.</p><p><img src=\"https://static.tigerbbs.com/1395cc60dae4e227a01dd3dd64d62b32\" tg-width=\"1280\" tg-height=\"802\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Data by YCharts</p><p><b>Takeaway</b></p><p>The key investor takeaway is that the market has already written off the future ability of the company to return to growth, despite the opportunities in both Reels and the Metaverse. The new executives might actually provide a shift at the company to building new products versus the brand ambassador role of the prior long-standing COO and even CFO.</p><p>Meta remains too cheap here, with several catalysts to return to strong growth. The market doesn&#39;t like the current leadership vacuum, but this issue will pass.</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>Meta Platforms: Leadership Vacuum Will Pass</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\">\nMeta Platforms: Leadership Vacuum Will Pass\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-19 08:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4541457-meta-platforms-leadership-vacuum-will-pass?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A15><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryMeta Platforms has seen the long-standing COO and CFO depart their positions since the Q2 earnings report.The company hasn't attended any investor conferences with the new executives or updated...</p>\n\n<a href=\"https://seekingalpha.com/article/4541457-meta-platforms-leadership-vacuum-will-pass?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A15\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"META":"Meta Platforms"},"source_url":"https://seekingalpha.com/article/4541457-meta-platforms-leadership-vacuum-will-pass?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A15","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167102581","content_text":"SummaryMeta Platforms has seen the long-standing COO and CFO depart their positions since the Q2 earnings report.The company hasn't attended any investor conferences with the new executives or updated guidance to calm the markets.The stock is cheap at 13x '23 EPS targets with multiple catalysts for a return to EPS growth boosting the valuation multiple.The departure of Sheryl Sandberg leaves Meta Platforms(NASDAQ:META) without an adult in charge of the business. At least this is the view of the market while CEO Mark Zuckerberg has successfully navigated the tech giant to one of the most valuable companies in the world. My investment thesis remains ultra-Bullish on the stock now trading at 52-week lows below $150 with a lot of irrational fears about the business.Sheryl Sandberg's DepartureThe long-standing COO of Meta officially stepped down from her executive role at the company back on August 1. Meta had announced the plans for Sheryl Sandberg to depart back on June 1 with the BoD appointing Javier Olivan as the new COO. Sheryl will officially depart the company on September 30 and remain a member of the BoD.In addition, the company announced in late June that CFO David Wehner was transitioning to a new role as the CSO (Chief Strategy Officer) with Susan Li becoming the new CFO on November 1. While both Sheryl and Mr. Wehner are still part of the company, the market hasn't heard much from the new COO and CFO, leaving Mark Zuckerberg as the only major executive from the $400 billion company with any market visibility and confidence.Altimeter Capital's Brad Gerstner reinforced the market sentiment with this comment on a CNBC interview:I think they've done an absolutely lousy job of explaining this transition to the Street. It's time for the new CFO, for Susan and for Mark to get out in front and explain to investors exactly what's going on.The last earnings report took place on July 27 and neither of these new executives took part in the call. Of course, neither executive was in their new roles yet, but both executives have been announced as the new leaders since the start of August and the market hasn't heard anything from them or the departing executives leaving a leadership void.Meta doesn't list any upcoming investor events and surprisingly missed the recent Goldman Sachs 2022 Communacopia + Technology Conference attended by most of the technology heavyweights. As Business Insider highlighted, the Goldman Sachs conference in San Francisco was the largest ever technology conference, with executives from Alphabet(GOOG) to Microsoft(MSFT) to Qualcomm(QCOM) in attendance.Zuck Still In ChargeWhile Meta needs to do a better job of getting new and departing executives in front of the media to instill confidence in the business considering the concerning economic climate, the tech giant still has Mark Zuckerberg in charge. The founder has led the company to a $120 billion revenue base, with goals of reaching $150 billion in the next few years.Data by YChartsZuckerberg has already outlined the Metaverse plans and the goals of cutting the losses for the Reality Labs division. The company is set to launch the Meta Pro headset here in the next month that should provide investors with some more confidence on the business outside of the social media space.The biggest issue for the company is competing against TikTok and Reels continues to struggle in this competition. The timing of the executive departures is interesting considering this ongoing struggle.According to the WSJ, an internal document titled \"Creators x Reels State of the Union of 2022\" highlights the major problems facing Meta until the Metaverse takes off. The internal report apparently suggests only 20.7% of the 11 million creators on the platform actually post a Reel once a month. Even worse, a large portion of the ones posted is copied from other platforms such as TikTok.The company is now so far behind TikTok on short form videos that Instagram users only spend 17.6 million hours a day watching Reels while TikTok users spend 197.8 million hours a day watching videos. Meta definitely has a lot of opportunity to close the gap, but such a move might be impossible outside of an outright ban of TikTok by the U.S. government.Remember, though, Reels only counts for $1 billion in annual revenues now out of the $120 billion forecast by the tech giant. Short form video is a solution to revenue problems of Meta, but not necessarily a problem to the current revenue base.Another solution discussed inprevious researchis the massive reduction of the losses for the Reality Labs division. Meta was running at $10+ billion annual losses for the Metaverse division, leading to the weak income and cash flows of the last year or so.While the market leadership outside of the CEO has a major void right now, the new COO might provide a much higher product focus versus the previous focus of Sheryl Sandberg as much more of a brand ambassador.The stock only trades at 13x forward EPS targets. These estimates don't even appear to factor in the ability of Meta to boost EPS dramatically by cutting losses in the Reality Labs division with the company just cutting those losses by 25% boosting EPS by $1.Data by YChartsTakeawayThe key investor takeaway is that the market has already written off the future ability of the company to return to growth, despite the opportunities in both Reels and the Metaverse. The new executives might actually provide a shift at the company to building new products versus the brand ambassador role of the prior long-standing COO and even CFO.Meta remains too cheap here, with several catalysts to return to strong growth. The market doesn't like the current leadership vacuum, but this issue will pass.","news_type":1},"isVote":1,"tweetType":1,"viewCount":302,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9910944369,"gmtCreate":1663551060851,"gmtModify":1676537288139,"author":{"id":"3572868008988450","authorId":"3572868008988450","name":"JM85","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9910944369","repostId":"1177047620","repostType":4,"repost":{"id":"1177047620","pubTimestamp":1663570508,"share":"https://www.laohu8.com/m/news/1177047620?lang=&edition=full","pubTime":"2022-09-19 14:55","market":"us","language":"en","title":"The S&P 500: There Will Be Blood","url":"https://stock-news.laohu8.com/highlight/detail?id=1177047620","media":"Seeking Alpha","summary":"SummaryThe S&P 500 and stocks, in general, are dropping again.Despite an optimistic run in the summe","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>The S&amp;P 500 and stocks, in general, are dropping again.</li><li>Despite an optimistic run in the summer, the reality is setting in once again.</li><li>Inflation is more persistent than expected, and the Fed likely has to do much more tightening.</li><li>Many stocks are still expensive, and valuations remain relatively high.</li><li>The ultimate bottom for the S&amp;P 500 may come at 3,000 or lower. I am hedging and buying high-quality stocks on big dips.</li></ul><p>The S&amp;P 500/SPX (SP500) hit a low of around 3,640 in mid-June, roughly a 25% drop from the top. Then, we saw a significant counter-trend rally into mid-August. However, despite the late summer stock market optimism, it&#39;s doubtful that the bear market is over. Recent inflation numbers illustrate that the economic climate remains highly challenging, and the Fed needs to do more. Unfortunately, interest rates are moving higher, and stocks will probably continue dropping.</p><p>Moreover, we haven&#39;t seen many of the hallmark signs of a long-term bottom. There should be more blood in the streets, and the ultimate bear market bottom could arrive at around 3,000 in the S&amp;P 500 in a base case outcome. I&#39;m capitalizing on the volatility by hedging and buying high-quality stocks on big dips.</p><p>The Technical Image - Very Bearish Now</p><p><b>SPX 1-Year Chart</b></p><p><img src=\"https://static.tigerbbs.com/86a0e3641f8acc8cb2a23a7d95ff08fd\" tg-width=\"640\" tg-height=\"676\" referrerpolicy=\"no-referrer\"/></p><p>SPX(StockCharts.com )</p><p>The S&amp;P 500&#39;s bear market began right around the start of 2022. Since the bearish trend began, we&#39;ve seen a series of lower highs and lower lows. The most recent high occurred in mid-August when I put out a near-term top alert. Now, things are becoming more bearish. After the recent high, the market attempted to rebound but got smacked down by Jerome Powell&#39;s Jackson Hole remarks. More recently, the market tried to muster another rally, but the higher-than-anticipated inflation numbers brought a quick end to that attempt.</p><p>Now, we&#39;re looking at an increasingly bearish technical image as the SPX is putting in a pessimistic head and shoulders pattern and is on the verge of busting through critical 3,900 support. Once below this level, the S&amp;P 500 should at least retest the prior low around 3,700-3,600. However, a likelier scenario is that the S&amp;P will make a lower low, dropping the SPX down into the 3,400-3,000 range next.</p><h2>What Do Jackson Hole And Inflation Have In Common?</h2><p>At Jackson Hole, we learned just how intent the Fed is on battling inflation and how bearish this phenomenon is for the stock market. I wrote about the Fed&#39;s bearish symposium several weeks ago. The key takeaway from Chair Powell&#39;s speech is that inflation is much more persistent and challenging to deal with than previously expected. The Fed must do much more to lower inflation. The dynamic of high-interest rates, slower growth, and a worsening labor market will bring substantial pain to households and businesses.</p><p>Now, Let&#39;s Look At Inflation</p><p><b>CPI Inflation</b></p><p><img src=\"https://static.tigerbbs.com/6e415ae81767865727859c61ace2822d\" tg-width=\"640\" tg-height=\"313\" referrerpolicy=\"no-referrer\"/></p><p>CPI inflation(TradingEconomics.com )</p><p>While inflation has decreased from the 9.1% reading, it remains remarkably high. Inflation is running hotter than we&#39;ve seen in about 40 years now. The primary issue is that the Fed has been raising interest rates and implementing other tightening measures like QT, but we&#39;re seeing a minimal effect on inflation. Therefore, the Fed needs to do more. However, more tightening will further constrict economic growth and decrease consumer confidence. Additionally, higher inflation, lower growth, and worsening spending negatively impact corporate profits and should lead to more pain as we advance.</p><h2>Don&#39;t Fight The Fed</h2><p>Wise people have told me, &#34;you don&#39;t fight the Fed.&#34; You don&#39;t want to fight the Fed when the central bank is easing. We saw ultra-loose monetary policy since the 2008 financial crisis, and stocks did great for much of that time. However, we are in a completely different economic environment now. As the Fed pulls liquidity out of markets, the cost of borrowing increases, growth slows, sentiment worsens, and risk assets deflate. Furthermore, we&#39;ve underestimated the severity of the inflation problem and the Fed&#39;s commitment to making it &#34;go away.&#34;</p><p><b>Rate Probabilities</b></p><p><img src=\"https://static.tigerbbs.com/50e5b344a6418c8597ba3e52b0570b80\" tg-width=\"640\" tg-height=\"496\" referrerpolicy=\"no-referrer\"/></p><p>Fed Watch(CMEGroup.com )</p><p>Just one month ago, the market expected a 50 basis point hike at the upcoming Fed meeting. There is about a 25% probability that we may see a 100 basis point move. Whether we see a 75 basis point hike or a full 1% increase next week is not that relevant. The fact is that the Fed is intent on increasing interest rates until inflation is under control. Unfortunately, the benchmark will be above 3% after next week&#39;s meeting. With rates at such elevated levels, economic growth will weaken further, and there is no telling when the inflation problem may end.</p><h2>Uncertainty Ahead For Stocks</h2><p>There is increased uncertainty surrounding inflation, growth, Fed tightening, the consumer, recession, corporate earnings, and much more. Typically, I would say that the stock market will climb the wall of worry, but this wall of worry may be too high to climb.</p><p>One of the most troubling factors is that we don&#39;t know how deep the downturn will cut into corporate results. We already see declining revenues, worsening margins, and fewer profits at major corporations. However, these declines could continue, and future downward earnings revisions could persist. Additionally, valuations remain relatively high, and this dynamic could mean lower stock prices before this bear market gets sorted out.</p><h2>The Valuation Dynamic</h2><p><b>The Shiller P/E Ratio</b></p><p><img src=\"https://static.tigerbbs.com/32d6272d7dbe21608d8468cf653f5ad0\" tg-width=\"640\" tg-height=\"301\" referrerpolicy=\"no-referrer\"/></p><p>Shiller P/E ratio(multpl.com)</p><p>We see the Shiller P/E coming down lately, but the drop has just begun. We can see that once the Shiller P/E drops, it rarely stops until a relatively low has been achieved. We should see the CAPE P/E ratio decline as the economy weakens, earnings decrease, and valuations come down. A reasonably conservative target could be a Shiller P/E ratio of approximately 20. While the historical mean is only 17, the market has become accustomed to higher P/E ratio valuations in recent years. Therefore, we may see increased buy interest around the 20 level, if the SPX doesn&#39;t overshoot to the downside. A decline to a 20 Shiller P/E ratio would equate to an approximately 28% drop from current levels, roughly coinciding with the 2,800 level in the S&amp;P 500. Therefore, my ultimate bottom in the S&amp;P 500 target remains at 3,000. However, the market may overshoot lower into the 2,800-2,400 range in a bearish case outcome.</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>The S&P 500: There Will Be Blood</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 S&P 500: There Will Be Blood\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-19 14:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4541687-sp-500-there-will-be-blood><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryThe S&P 500 and stocks, in general, are dropping again.Despite an optimistic run in the summer, the reality is setting in once again.Inflation is more persistent than expected, and the Fed ...</p>\n\n<a href=\"https://seekingalpha.com/article/4541687-sp-500-there-will-be-blood\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index","SPY":"标普500ETF"},"source_url":"https://seekingalpha.com/article/4541687-sp-500-there-will-be-blood","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177047620","content_text":"SummaryThe S&P 500 and stocks, in general, are dropping again.Despite an optimistic run in the summer, the reality is setting in once again.Inflation is more persistent than expected, and the Fed likely has to do much more tightening.Many stocks are still expensive, and valuations remain relatively high.The ultimate bottom for the S&P 500 may come at 3,000 or lower. I am hedging and buying high-quality stocks on big dips.The S&P 500/SPX (SP500) hit a low of around 3,640 in mid-June, roughly a 25% drop from the top. Then, we saw a significant counter-trend rally into mid-August. However, despite the late summer stock market optimism, it's doubtful that the bear market is over. Recent inflation numbers illustrate that the economic climate remains highly challenging, and the Fed needs to do more. Unfortunately, interest rates are moving higher, and stocks will probably continue dropping.Moreover, we haven't seen many of the hallmark signs of a long-term bottom. There should be more blood in the streets, and the ultimate bear market bottom could arrive at around 3,000 in the S&P 500 in a base case outcome. I'm capitalizing on the volatility by hedging and buying high-quality stocks on big dips.The Technical Image - Very Bearish NowSPX 1-Year ChartSPX(StockCharts.com )The S&P 500's bear market began right around the start of 2022. Since the bearish trend began, we've seen a series of lower highs and lower lows. The most recent high occurred in mid-August when I put out a near-term top alert. Now, things are becoming more bearish. After the recent high, the market attempted to rebound but got smacked down by Jerome Powell's Jackson Hole remarks. More recently, the market tried to muster another rally, but the higher-than-anticipated inflation numbers brought a quick end to that attempt.Now, we're looking at an increasingly bearish technical image as the SPX is putting in a pessimistic head and shoulders pattern and is on the verge of busting through critical 3,900 support. Once below this level, the S&P 500 should at least retest the prior low around 3,700-3,600. However, a likelier scenario is that the S&P will make a lower low, dropping the SPX down into the 3,400-3,000 range next.What Do Jackson Hole And Inflation Have In Common?At Jackson Hole, we learned just how intent the Fed is on battling inflation and how bearish this phenomenon is for the stock market. I wrote about the Fed's bearish symposium several weeks ago. The key takeaway from Chair Powell's speech is that inflation is much more persistent and challenging to deal with than previously expected. The Fed must do much more to lower inflation. The dynamic of high-interest rates, slower growth, and a worsening labor market will bring substantial pain to households and businesses.Now, Let's Look At InflationCPI InflationCPI inflation(TradingEconomics.com )While inflation has decreased from the 9.1% reading, it remains remarkably high. Inflation is running hotter than we've seen in about 40 years now. The primary issue is that the Fed has been raising interest rates and implementing other tightening measures like QT, but we're seeing a minimal effect on inflation. Therefore, the Fed needs to do more. However, more tightening will further constrict economic growth and decrease consumer confidence. Additionally, higher inflation, lower growth, and worsening spending negatively impact corporate profits and should lead to more pain as we advance.Don't Fight The FedWise people have told me, \"you don't fight the Fed.\" You don't want to fight the Fed when the central bank is easing. We saw ultra-loose monetary policy since the 2008 financial crisis, and stocks did great for much of that time. However, we are in a completely different economic environment now. As the Fed pulls liquidity out of markets, the cost of borrowing increases, growth slows, sentiment worsens, and risk assets deflate. Furthermore, we've underestimated the severity of the inflation problem and the Fed's commitment to making it \"go away.\"Rate ProbabilitiesFed Watch(CMEGroup.com )Just one month ago, the market expected a 50 basis point hike at the upcoming Fed meeting. There is about a 25% probability that we may see a 100 basis point move. Whether we see a 75 basis point hike or a full 1% increase next week is not that relevant. The fact is that the Fed is intent on increasing interest rates until inflation is under control. Unfortunately, the benchmark will be above 3% after next week's meeting. With rates at such elevated levels, economic growth will weaken further, and there is no telling when the inflation problem may end.Uncertainty Ahead For StocksThere is increased uncertainty surrounding inflation, growth, Fed tightening, the consumer, recession, corporate earnings, and much more. Typically, I would say that the stock market will climb the wall of worry, but this wall of worry may be too high to climb.One of the most troubling factors is that we don't know how deep the downturn will cut into corporate results. We already see declining revenues, worsening margins, and fewer profits at major corporations. However, these declines could continue, and future downward earnings revisions could persist. Additionally, valuations remain relatively high, and this dynamic could mean lower stock prices before this bear market gets sorted out.The Valuation DynamicThe Shiller P/E RatioShiller P/E ratio(multpl.com)We see the Shiller P/E coming down lately, but the drop has just begun. We can see that once the Shiller P/E drops, it rarely stops until a relatively low has been achieved. We should see the CAPE P/E ratio decline as the economy weakens, earnings decrease, and valuations come down. A reasonably conservative target could be a Shiller P/E ratio of approximately 20. While the historical mean is only 17, the market has become accustomed to higher P/E ratio valuations in recent years. Therefore, we may see increased buy interest around the 20 level, if the SPX doesn't overshoot to the downside. A decline to a 20 Shiller P/E ratio would equate to an approximately 28% drop from current levels, roughly coinciding with the 2,800 level in the S&P 500. Therefore, my ultimate bottom in the S&P 500 target remains at 3,000. However, the market may overshoot lower into the 2,800-2,400 range in a bearish case outcome.","news_type":1},"isVote":1,"tweetType":1,"viewCount":470,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9937170471,"gmtCreate":1663384574894,"gmtModify":1676537263498,"author":{"id":"3572868008988450","authorId":"3572868008988450","name":"JM85","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Good sharing","listText":"Good sharing","text":"Good sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9937170471","repostId":"9934857616","repostType":1,"repost":{"id":9934857616,"gmtCreate":1663222889483,"gmtModify":1676537231611,"author":{"id":"4104455119105420","authorId":"4104455119105420","name":"Tiger_Academy","avatar":"https://static.tigerbbs.com/3776fe550cd7a945e43d68c025988ed8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"Prepare to Hedge The Market Crash? Check These 4 Strategies","htmlText":"Stocks fell Thursday morning, erasing earlier gains, after a key consumer inflation report came in hotter than expected, signaling that the Federal Reserve will likely continue with aggressive interest rate hikes.The Dow Jones Industrial Average fell 500 points, or 1.73%. The S&amp;P 500 slipped 2.10% and the Nasdaq Composite slumped 2.80%. Shares of large consumer companies led the losses as the inflation reading stoked fears that spending will take a hit.How&nbsp;to&nbsp;profit&nbsp;during&nbsp;a&nbsp;market&nbsp;crash?1.&nbsp;Inverse ETFThe easiest way to hedge&nbsp;risk is to buy an inverse ETF that goes up when the underlying index it tracks goes down.Investing in inverse ETFs is similar to holding various short positions, which involve borrowing securities and selling them with the h","listText":"Stocks fell Thursday morning, erasing earlier gains, after a key consumer inflation report came in hotter than expected, signaling that the Federal Reserve will likely continue with aggressive interest rate hikes.The Dow Jones Industrial Average fell 500 points, or 1.73%. The S&amp;P 500 slipped 2.10% and the Nasdaq Composite slumped 2.80%. Shares of large consumer companies led the losses as the inflation reading stoked fears that spending will take a hit.How&nbsp;to&nbsp;profit&nbsp;during&nbsp;a&nbsp;market&nbsp;crash?1.&nbsp;Inverse ETFThe easiest way to hedge&nbsp;risk is to buy an inverse ETF that goes up when the underlying index it tracks goes down.Investing in inverse ETFs is similar to holding various short positions, which involve borrowing securities and selling them with the h","text":"Stocks fell Thursday morning, erasing earlier gains, after a key consumer inflation report came in hotter than expected, signaling that the Federal Reserve will likely continue with aggressive interest rate hikes.The Dow Jones Industrial Average fell 500 points, or 1.73%. The S&P 500 slipped 2.10% and the Nasdaq Composite slumped 2.80%. Shares of large consumer companies led the losses as the inflation reading stoked fears that spending will take a hit.How to profit during a market crash?1. Inverse ETFThe easiest way to hedge risk is to buy an inverse ETF that goes up when the underlying index it tracks goes down.Investing in inverse ETFs is similar to holding various short positions, which involve borrowing securities and selling them with the h","images":[{"img":"https://community-static.tradeup.com/news/fdb0633c781d94ed078ccb0cbf7deee6","width":"1280","height":"629"},{"img":"https://community-static.tradeup.com/news/0204dfb7871a472bf5269dab523b6a54","width":"1280","height":"887"},{"img":"https://community-static.tradeup.com/news/ba8fc8c249c9e323eed9c34ce43a40e0","width":"728","height":"786"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9934857616","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":168,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9935534672,"gmtCreate":1663113648097,"gmtModify":1676537205009,"author":{"id":"3572868008988450","authorId":"3572868008988450","name":"JM85","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Thanks for sharing","listText":"Thanks for sharing","text":"Thanks for sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9935534672","repostId":"2267563034","repostType":4,"repost":{"id":"2267563034","pubTimestamp":1663113369,"share":"https://www.laohu8.com/m/news/2267563034?lang=&edition=full","pubTime":"2022-09-14 07:56","market":"us","language":"en","title":"Nvidia Hits 52-Week Low As Chips Plunge After Hot Inflation Report","url":"https://stock-news.laohu8.com/highlight/detail?id=2267563034","media":"seekingalpha","summary":"Nvidia hit a new 52-week low and Advanced Micro Devices  tumbled nearly 9% as semiconductor stocks f","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> hit a new 52-week low and <a href=\"https://laohu8.com/S/AMD\">Advanced Micro Devices </a> tumbled nearly 9% as semiconductor stocks fell sharply Tuesday after the U.S. government released its latest CPI report that came in hotter-than-expected, likely resulting in further pressure from the Federal Reserve.</p><p><a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> closed at $131.31, down nearly 10%, but not before hitting $130.99 late in the session, marking a new 52-week low for the Jensen Huang-led company. Other companies, such as Qualcomm (NASDAQ:QCOM), Broadcom (AVGO), Texas Instruments (TXN) and Analog Devices (ADI) all fell 4% or more.</p><p><a href=\"https://laohu8.com/S/INTC\">Intel </a>, <a href=\"https://laohu8.com/S/MU\">Micron Technology </a> and <a href=\"https://laohu8.com/S/ON\">ON Semiconductor </a> all fell 7% or more.</p><p>On Monday, it was reported that Intel (INTC) may hold off its upcoming <a href=\"https://laohu8.com/S/MBLY\">Mobileye</a> initial public offering due to the weakness in the stock market.</p><p>During the month of August, the consumer price index, or CPI, rose 0.1%, hotter than the -0.1% decline that analysts were expecting. Excluding the volatile food and energy prices, the core CPI rose 0.6%, compared to estimates for a gain of 0.3%.</p><p>The hot inflation points to an increasingly hawkish Federal Reserve as it tries to return inflation back to its 2% target per its dual mandate.</p><p>Following the economic data, traders placed an 82% probability of a 75 basis point hike at next week&#39;s Federal Open Markets Committee meeting and an 18% probability of a 100 basis point increase, according to data from CME Group.</p><p>On Monday, traders foresaw a 91% probability of a 75 basis point hike, but did not see a 100 basis point hike in Fed&#39;s future.</p><p>Earlier this month, investment firm Stifel started coverage on Advanced Micro Devices (AMD), highlighting the company&#39;s strong execution and an &#34;expanding IP portfolio.&#34;</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Hits 52-Week Low As Chips Plunge After Hot Inflation Report</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\">\nNvidia Hits 52-Week Low As Chips Plunge After Hot Inflation Report\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-14 07:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3882384-advanced-micro-devices-nvidia-pace-semiconductor-decline-after-latest-inflation-report><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia hit a new 52-week low and Advanced Micro Devices  tumbled nearly 9% as semiconductor stocks fell sharply Tuesday after the U.S. government released its latest CPI report that came in hotter-...</p>\n\n<a href=\"https://seekingalpha.com/news/3882384-advanced-micro-devices-nvidia-pace-semiconductor-decline-after-latest-inflation-report\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司","NVDA":"英伟达"},"source_url":"https://seekingalpha.com/news/3882384-advanced-micro-devices-nvidia-pace-semiconductor-decline-after-latest-inflation-report","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2267563034","content_text":"Nvidia hit a new 52-week low and Advanced Micro Devices  tumbled nearly 9% as semiconductor stocks fell sharply Tuesday after the U.S. government released its latest CPI report that came in hotter-than-expected, likely resulting in further pressure from the Federal Reserve.Nvidia closed at $131.31, down nearly 10%, but not before hitting $130.99 late in the session, marking a new 52-week low for the Jensen Huang-led company. Other companies, such as Qualcomm (NASDAQ:QCOM), Broadcom (AVGO), Texas Instruments (TXN) and Analog Devices (ADI) all fell 4% or more.Intel , Micron Technology  and ON Semiconductor  all fell 7% or more.On Monday, it was reported that Intel (INTC) may hold off its upcoming Mobileye initial public offering due to the weakness in the stock market.During the month of August, the consumer price index, or CPI, rose 0.1%, hotter than the -0.1% decline that analysts were expecting. Excluding the volatile food and energy prices, the core CPI rose 0.6%, compared to estimates for a gain of 0.3%.The hot inflation points to an increasingly hawkish Federal Reserve as it tries to return inflation back to its 2% target per its dual mandate.Following the economic data, traders placed an 82% probability of a 75 basis point hike at next week's Federal Open Markets Committee meeting and an 18% probability of a 100 basis point increase, according to data from CME Group.On Monday, traders foresaw a 91% probability of a 75 basis point hike, but did not see a 100 basis point hike in Fed's future.Earlier this month, investment firm Stifel started coverage on Advanced Micro Devices (AMD), highlighting the company's strong execution and an \"expanding IP portfolio.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":322,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9932656626,"gmtCreate":1662941177565,"gmtModify":1676537166262,"author":{"id":"3572868008988450","authorId":"3572868008988450","name":"JM85","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/03969\">$CHINA CRSC(03969)$</a>good to collect at low","listText":"<a href=\"https://ttm.financial/S/03969\">$CHINA CRSC(03969)$</a>good to collect at low","text":"$CHINA CRSC(03969)$good to collect at 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now?","images":[{"img":"https://community-static.tradeup.com/news/b48555e6734377975c521ca5e43ade79","width":"1080","height":"2169"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9932908638","isVote":1,"tweetType":1,"viewCount":343,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9932901834,"gmtCreate":1662860437329,"gmtModify":1676537151889,"author":{"id":"3572868008988450","authorId":"3572868008988450","name":"JM85","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/02318\">$PING AN(02318)$</a>time to rebound","listText":"<a href=\"https://ttm.financial/S/02318\">$PING AN(02318)$</a>time to rebound","text":"$PING AN(02318)$time to rebound","images":[{"img":"https://community-static.tradeup.com/news/98521f27797611f141c5aa1a298c1ecf","width":"1080","height":"2229"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9932901834","isVote":1,"tweetType":1,"viewCount":99,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9932903510,"gmtCreate":1662860410530,"gmtModify":1676537151874,"author":{"id":"3572868008988450","authorId":"3572868008988450","name":"JM85","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9932903510","repostId":"9932047104","repostType":1,"repost":{"id":9932047104,"gmtCreate":1662859599108,"gmtModify":1676537151456,"author":{"id":"3574845847805525","authorId":"3574845847805525","name":"Fayt","avatar":"https://static.tigerbbs.com/00adf1c0a50272fc95c2d547605aa181","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/CY6U.SI\">$ASCENDAS INDIA TRUST(CY6U.SI)$</a>sharing for coinssharing for coins[Happy]&nbsp;[Miser]&nbsp;[What]&nbsp;[Cool]&nbsp;[Cry]&nbsp;[Great]&nbsp;[Angry]&nbsp;[Surprised]&nbsp;[Grin]&nbsp;[Grin]&nbsp;[Anger]&nbsp;[Speechless]&nbsp;[Speechless]&nbsp;[Sad]&nbsp;[LOL]&nbsp;[Facepalm]&nbsp;[Spurting]&nbsp;[Duh]&nbsp;[Sly]&nbsp;[Glance]&nbsp;[Smug]&nbsp;","listText":"<a href=\"https://ttm.financial/S/CY6U.SI\">$ASCENDAS INDIA TRUST(CY6U.SI)$</a>sharing for coinssharing for coins[Happy]&nbsp;[Miser]&nbsp;[What]&nbsp;[Cool]&nbsp;[Cry]&nbsp;[Great]&nbsp;[Angry]&nbsp;[Surprised]&nbsp;[Grin]&nbsp;[Grin]&nbsp;[Anger]&nbsp;[Speechless]&nbsp;[Speechless]&nbsp;[Sad]&nbsp;[LOL]&nbsp;[Facepalm]&nbsp;[Spurting]&nbsp;[Duh]&nbsp;[Sly]&nbsp;[Glance]&nbsp;[Smug]&nbsp;","text":"$ASCENDAS INDIA TRUST(CY6U.SI)$sharing for coinssharing for coins[Happy] [Miser] [What] [Cool] [Cry] [Great] [Angry] [Surprised] [Grin] [Grin] [Anger] [Speechless] [Speechless] [Sad] [LOL] [Facepalm] [Spurting] [Duh] [Sly] [Glance] [Smug]","images":[{"img":"https://community-static.tradeup.com/news/ac2a4d91241c8f0d014b5dda429e9ac7","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9932047104","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":91,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9936176287,"gmtCreate":1662734520649,"gmtModify":1676537130048,"author":{"id":"3572868008988450","authorId":"3572868008988450","name":"JM85","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"good","listText":"good","text":"good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9936176287","repostId":"1128528797","repostType":4,"repost":{"id":"1128528797","pubTimestamp":1662733903,"share":"https://www.laohu8.com/m/news/1128528797?lang=&edition=full","pubTime":"2022-09-09 22:31","market":"us","language":"en","title":"The 3 Best Funds for Retirees","url":"https://stock-news.laohu8.com/highlight/detail?id=1128528797","media":"InvestorPlace","summary":"These are the best funds for retirees looking to make great additions to retirement portfolios.Fidel","content":"<html><head></head><body><ul><li>These are the best funds for retirees looking to make great additions to retirement portfolios.</li><li><b>Fidelity MSCI Utilities Index ETF (FUTY)</b>: FUTY can offer current income and above-average returns.</li><li><b>SPDR Portfolio S&amp;P 500 Value ETF (SPYV)</b>: This well-balanced value ETF deserves a spot in diversified portfolios seeking exposure to leading U.S. companies.</li><li><b>Vanguard Consumer Staples ETF (VDC)</b>: Broad access to defensive stocks can help improve portfolio stability amidst the current uncertainty.</li></ul><p>The best funds for retirees should include solid financial strategies for generating enough money to cover the later-year living expenses.</p><p>According to the Centers for Disease Control and Prevention, “in 2020, life expectancy at age 65 for the total (U.S.) population was 18.5 years.” Therefore, individuals need to plan ahead for those golden years.</p><p>Although many retirees may have different financial resources to rely on, they now face significant uncertainty due to sticky inflation and deteriorating macroeconomic conditions. Unlike younger investors, a retiree should often focus on generating current income while keeping an eye on capital preservation.</p><p>In this regard, exchange-traded funds (ETFs), which offer low-cost, diversified exposure to a particular market index, sector, or theme, can help create the returns for the financial security we all need during our retirement years.</p><p>With that said, here are three of the best funds for retirees that are worth considering for any retirement portfolio.</p><p><b>Fidelity MSCI Utilities Index ETF (FUTY)</b></p><p><b>52-week range:</b>$40.91-$50.25</p><p><b>Dividend yield:</b>2.52%</p><p><b>Expense ratio:</b>0.08% per year</p><p>The <b>Fidelity MSCI Utilities Index ETF</b>(NYSEARCA:<b>FUTY</b>) offers access to U.S. utility companies. It was first launched in October 2013.</p><p>FUTY follows the market-cap-weighted MSCI US IMI Utilities 25/50 index as a benchmark. It currently holds a basket of 69 holdings, where 48.7% are large-cap, and 44.2% are mid-cap companies.</p><p>The top 10 stocks account for almost 54% of net assets of $2.2 billion. In terms of sub-sectors, we see electric utilities (59.4%), multi-utilities (27.3%), gas utilities (4.5%), water utilities (4%), and independent power and renewable utilities (3.9%).</p><p><b>NextEra Energy</b>(NYSE:<b>NEE</b>), <b>Duke Energy</b>(NYSE:<b>DUK</b>), <b>Southern</b>(NYSE:<b>SO</b>), <b>Dominion Energy</b>(NYSE:<b>D</b>), and <b>Sempra Energy</b>(NYSE:<b>SRE</b>) lead the holdings in the portfolio.</p><p>FUTY has returned roughly 7% year to date and more than 12% over the past 12 months. The fund currently trades at 2.32x book and 2.54x sales values. Its trailing price-to-earnings (P/E) ratio stands at 24.44x.</p><p>The utilities sector is often considered a “safe haven” in times of higher volatility, which makes this among the best funds for retirees seeking stability.</p><p>In addition, FUTY offers a combination of cheap fees and relatively high yields for investors seeking capital-weighted exposure to U.S. utilities. Potential investors could regard a decline toward $48 as a better entry point into FUTY.</p><p><b>SPDR Portfolio S&amp;P 500 Value ETF (SPYV)</b></p><p><b>52-week range</b>: $35.62 – 42.99</p><p><b>Dividend yield</b>: 2.24%</p><p><b>Expense ratio</b>: 0.04% per year</p><p>The <b>SPDR Portfolio S&amp;P 500 Value ETF</b>(NYSEARCA:<b>SPYV</b>) invests in S&amp;P 500 companies that exhibit fundamental value characteristics based on their book value-to-price, earnings-to-price and sales-to-price ratios.</p><p>In addition to their relatively lower volatility, dividend yields of value stocks typically tend to be high. Seasoned investors keep a close eye on established blue-chip names usually that pay reliable dividends.</p><p>SPYV was first listed in September 2000 and tracks the returns of the market-cap-weighted S&amp;P 500 Value Index. The top 10 holdings comprise around 18% of net assets of $12.6 billion, making this one of the best funds for retirees to keep their eyes on.</p><p>Sectoral allocations include healthcare (16.8%), financials (14.7%), industrials (12.3%), consumer staples (11.5%), and information technology (11.1%), among others.</p><p>Among the leading names are <b>Berkshire Hathaway</b>(NYSE:<b><u>BRK.B</u></b>), <b>Johnson &amp; Johnson</b>(NYSE:<b>JNJ</b>), <b>Exxon Mobil</b>(NYSE:<b>XOM</b>), <b>Procter &amp; Gamble</b>(NYSE:<b>PG</b>), and <b>Chevron</b>(NYSE:<b>CVX</b>).</p><p>The ETF has dropped around 9% since January and 5% over the past 12 months. The fund’s trailing price-to-earnings (P/E) and price-to-book (P/B) ratios stand at 14.36x and 2.60x, respectively.</p><p>With a portfolio of 446 stocks, SPYV offers broad exposure and a good balance across sectors. Conservative investors looking to diversify their investment portfolios with a low-fee value ETF could consider buying in at the current levels.</p><p><b>Vanguard Consumer Staples ETF (VDC)</b></p><p><b>52-week range</b>: $175.69-$210.13</p><p><b>Dividend yield</b>: 2.26%</p><p><b>Expense ratio</b>: 0.10% per year</p><p>The <b>Vanguard Consumer Staples ETF</b>(NYSEARCA:<b>VDC</b>) delivers pure-play all-cap exposure to U.S. consumer staples stocks. VDC started trading in January 2004. It tracks the MSCI US Investable Market Consumer Staples 25/50 index, and holds 100 stocks.</p><p>This passively managed ETF is heavily weighted in the soft drinks sector with an allocation of 21.8%. Next are household products (19.4%), packaged foods &amp; meats (16.8%), and hypermarkets &amp; supercenters (16.2%).</p><p>Nearly two-thirds of $8.1 billion in net assets are held in the top ten holdings. Leading stocks on the roster include <b>Procter &amp; Gamble</b>(NYSE:<b>PG</b>);<b>Coca-Cola</b>(NYSE:<b>KO</b>); <b>Pepsi</b>(NASDAQ:<b>PEP</b>); <b>Costco Wholesale</b>(NASDAQ:<b>COST</b>); and <b>Walmart</b>(NYSE:<b>WMT</b>).</p><p>VDC is down around 5% year to date. Yet, it has outperformed the broader market and has returned close to 2% over the past 52 weeks. Trailing P/E and P/B ratios are 23.8x and 4.8x, respectively.</p><p>Given the defensive nature of the consumer staples sector, VCD offers upside potential in the months ahead. Investors seeking long-term steady returns could regard the subsequent decline as an opportunity to buy a fund like VCD.</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>The 3 Best Funds for Retirees</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe 3 Best Funds for Retirees\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-09 22:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/best-funds-for-retirees/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>These are the best funds for retirees looking to make great additions to retirement portfolios.Fidelity MSCI Utilities Index ETF (FUTY): FUTY can offer current income and above-average returns.SPDR ...</p>\n\n<a href=\"https://investorplace.com/best-funds-for-retirees/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"FUTY":"Fidelity MSCI Utilities Index ETF","SPYV":"SPDR Portfolio S&P 500 Value ETF","VDC":"日常消费品ETF-Vanguard"},"source_url":"https://investorplace.com/best-funds-for-retirees/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1128528797","content_text":"These are the best funds for retirees looking to make great additions to retirement portfolios.Fidelity MSCI Utilities Index ETF (FUTY): FUTY can offer current income and above-average returns.SPDR Portfolio S&P 500 Value ETF (SPYV): This well-balanced value ETF deserves a spot in diversified portfolios seeking exposure to leading U.S. companies.Vanguard Consumer Staples ETF (VDC): Broad access to defensive stocks can help improve portfolio stability amidst the current uncertainty.The best funds for retirees should include solid financial strategies for generating enough money to cover the later-year living expenses.According to the Centers for Disease Control and Prevention, “in 2020, life expectancy at age 65 for the total (U.S.) population was 18.5 years.” Therefore, individuals need to plan ahead for those golden years.Although many retirees may have different financial resources to rely on, they now face significant uncertainty due to sticky inflation and deteriorating macroeconomic conditions. Unlike younger investors, a retiree should often focus on generating current income while keeping an eye on capital preservation.In this regard, exchange-traded funds (ETFs), which offer low-cost, diversified exposure to a particular market index, sector, or theme, can help create the returns for the financial security we all need during our retirement years.With that said, here are three of the best funds for retirees that are worth considering for any retirement portfolio.Fidelity MSCI Utilities Index ETF (FUTY)52-week range:$40.91-$50.25Dividend yield:2.52%Expense ratio:0.08% per yearThe Fidelity MSCI Utilities Index ETF(NYSEARCA:FUTY) offers access to U.S. utility companies. It was first launched in October 2013.FUTY follows the market-cap-weighted MSCI US IMI Utilities 25/50 index as a benchmark. It currently holds a basket of 69 holdings, where 48.7% are large-cap, and 44.2% are mid-cap companies.The top 10 stocks account for almost 54% of net assets of $2.2 billion. In terms of sub-sectors, we see electric utilities (59.4%), multi-utilities (27.3%), gas utilities (4.5%), water utilities (4%), and independent power and renewable utilities (3.9%).NextEra Energy(NYSE:NEE), Duke Energy(NYSE:DUK), Southern(NYSE:SO), Dominion Energy(NYSE:D), and Sempra Energy(NYSE:SRE) lead the holdings in the portfolio.FUTY has returned roughly 7% year to date and more than 12% over the past 12 months. The fund currently trades at 2.32x book and 2.54x sales values. Its trailing price-to-earnings (P/E) ratio stands at 24.44x.The utilities sector is often considered a “safe haven” in times of higher volatility, which makes this among the best funds for retirees seeking stability.In addition, FUTY offers a combination of cheap fees and relatively high yields for investors seeking capital-weighted exposure to U.S. utilities. Potential investors could regard a decline toward $48 as a better entry point into FUTY.SPDR Portfolio S&P 500 Value ETF (SPYV)52-week range: $35.62 – 42.99Dividend yield: 2.24%Expense ratio: 0.04% per yearThe SPDR Portfolio S&P 500 Value ETF(NYSEARCA:SPYV) invests in S&P 500 companies that exhibit fundamental value characteristics based on their book value-to-price, earnings-to-price and sales-to-price ratios.In addition to their relatively lower volatility, dividend yields of value stocks typically tend to be high. Seasoned investors keep a close eye on established blue-chip names usually that pay reliable dividends.SPYV was first listed in September 2000 and tracks the returns of the market-cap-weighted S&P 500 Value Index. The top 10 holdings comprise around 18% of net assets of $12.6 billion, making this one of the best funds for retirees to keep their eyes on.Sectoral allocations include healthcare (16.8%), financials (14.7%), industrials (12.3%), consumer staples (11.5%), and information technology (11.1%), among others.Among the leading names are Berkshire Hathaway(NYSE:BRK.B), Johnson & Johnson(NYSE:JNJ), Exxon Mobil(NYSE:XOM), Procter & Gamble(NYSE:PG), and Chevron(NYSE:CVX).The ETF has dropped around 9% since January and 5% over the past 12 months. The fund’s trailing price-to-earnings (P/E) and price-to-book (P/B) ratios stand at 14.36x and 2.60x, respectively.With a portfolio of 446 stocks, SPYV offers broad exposure and a good balance across sectors. Conservative investors looking to diversify their investment portfolios with a low-fee value ETF could consider buying in at the current levels.Vanguard Consumer Staples ETF (VDC)52-week range: $175.69-$210.13Dividend yield: 2.26%Expense ratio: 0.10% per yearThe Vanguard Consumer Staples ETF(NYSEARCA:VDC) delivers pure-play all-cap exposure to U.S. consumer staples stocks. VDC started trading in January 2004. It tracks the MSCI US Investable Market Consumer Staples 25/50 index, and holds 100 stocks.This passively managed ETF is heavily weighted in the soft drinks sector with an allocation of 21.8%. Next are household products (19.4%), packaged foods & meats (16.8%), and hypermarkets & supercenters (16.2%).Nearly two-thirds of $8.1 billion in net assets are held in the top ten holdings. Leading stocks on the roster include Procter & Gamble(NYSE:PG);Coca-Cola(NYSE:KO); Pepsi(NASDAQ:PEP); Costco Wholesale(NASDAQ:COST); and Walmart(NYSE:WMT).VDC is down around 5% year to date. Yet, it has outperformed the broader market and has returned close to 2% over the past 52 weeks. Trailing P/E and P/B ratios are 23.8x and 4.8x, respectively.Given the defensive nature of the consumer staples sector, VCD offers upside potential in the months ahead. Investors seeking long-term steady returns could regard the subsequent decline as an opportunity to buy a fund like VCD.","news_type":1},"isVote":1,"tweetType":1,"viewCount":125,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9936176169,"gmtCreate":1662734477551,"gmtModify":1676537130031,"author":{"id":"3572868008988450","authorId":"3572868008988450","name":"JM85","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9936176169","repostId":"1178809104","repostType":4,"repost":{"id":"1178809104","pubTimestamp":1662734254,"share":"https://www.laohu8.com/m/news/1178809104?lang=&edition=full","pubTime":"2022-09-09 22:37","market":"us","language":"en","title":"Why Meta Platforms Can Outmuscle TikTok in the Long Term","url":"https://stock-news.laohu8.com/highlight/detail?id=1178809104","media":"TipRanks","summary":"Story HighlightsMeta Platforms stock seems like it’s headed in the wrong direction as TikTok continu","content":"<div>\n<p>Story HighlightsMeta Platforms stock seems like it’s headed in the wrong direction as TikTok continues to pick up momentum. Regardless, Meta has shown that it’s more than capable of adapting to the ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/why-meta-platforms-nasdaqmeta-can-outmuscle-tiktok-in-the-long-term\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","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>Why Meta Platforms Can Outmuscle TikTok in the Long Term</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\">\nWhy Meta Platforms Can Outmuscle TikTok in the Long Term\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-09 22:37 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/why-meta-platforms-nasdaqmeta-can-outmuscle-tiktok-in-the-long-term><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Story HighlightsMeta Platforms stock seems like it’s headed in the wrong direction as TikTok continues to pick up momentum. Regardless, Meta has shown that it’s more than capable of adapting to the ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/why-meta-platforms-nasdaqmeta-can-outmuscle-tiktok-in-the-long-term\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"META":"Meta Platforms"},"source_url":"https://www.tipranks.com/news/article/why-meta-platforms-nasdaqmeta-can-outmuscle-tiktok-in-the-long-term","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178809104","content_text":"Story HighlightsMeta Platforms stock seems like it’s headed in the wrong direction as TikTok continues to pick up momentum. Regardless, Meta has shown that it’s more than capable of adapting to the times as the social-media landscape continuously changes.Shares of social-media and virtual-reality headset maker Meta Platforms (NASDAQ: META) have lost some appeal in recent years due to the rise of rivals like TikTok. Though TikTok is the biggest threat to Meta’s family of apps, I ultimately think Meta will come out on top in a few years. Undoubtedly, CEO Mark Zuckerberg wants you to look at his firm as a metaverse frontrunner and upbeat long-term (think 10 years) investment. Zuckerberg envisions more than one billion people in the metaverse and, with that, billions in digital goods sales (and, of course, ad revenues).Though the metaverse is full of potential, Meta will be losing billions, rather than making billions, for quite some time. At this juncture, it’s hard to tell when Meta’s metaverse efforts will pay off. I think it’s doubtful that the October 11 event will cause investors to look past the social-media business, which is doing what it can to keep up.Social media is still the primary reason to own shares of Meta Platforms. Facebook still seems like a more fitting name for the company, at least until metaverse initiatives can contribute to a larger slice of the Meta revenue pie. Many investors have looked right past the new facade to the social-media family of apps. It’s under considerable pressure, with Facebook’s userbase growth grinding to a halt.Through the eyes of Gen Z and Millennials, TikTok is the new place for cool kids to hang out. Still, it would be a mistake to discount the firm’s ability to outduel TikTok and any other competing social-media platform. With an unbeatable roster of some of the top social media platforms (think Instagram, Facebook, and WhatsApp), Meta has an ecosystem that could make for a more profitable business.I am bullish on Meta Platforms stock, even if skeptics think it should be cut from the FAANG cohort.Meta Platforms’ Family of Apps is an AdvantageIn a prior piece, I noted that Meta is more than able to adapt to Apple’s (NASDAQ: AAPL) privacy updates, with its impressive trio in Whatsapp, Facebook, and Instagram. Though the inability to track certain users across the internet may be an expensive setback, I do view Apple’s update as more of a milder inconvenience to Meta in the grander scheme of things. There’s a considerable amount of data that Meta can collect within its own apps. Further, Meta can further integrate its family of apps to play better with one another and keep users engaged.Reels is a TikTok-like offering that’s included on Instagram and Facebook. With the inclusion of in-app browsers and numerous other offerings that could give users more reasons not to close their apps, Meta can collect an increasing amount of data on its user base. In due time, I don’t think it’s far-fetched to believe that Meta can power higher and move past the hole that Apple’s update kicked it in.For now, the short-form video trend will continue to give momentum to TikTok and Reels. In a few years, short-form video could go out of fashion, and it could be an augmented- or virtual-reality type of social-media experience that will be the hottest trend.Indeed, the social media business is subject to intense swoons based on what’s in fashion at any given time. Though Facebook may become a dinosaur in a few years (if it isn’t already), Meta has shown that it can stay on its toes with an offering of its own as new trends emerge.At the end of the day, you can’t really patent social or short-form video feeds. It’s the firm with the best network (of content creators and viewers) that will have the widest moat. With a strong family of apps, Meta can efficiently serve many of its users to the new hot thing without requiring them to download a new app. Right now, it’s Reels, but in a few years, a new hot app could be added to its family, and it may very well be an original Meta innovation.Is META Stock a Buy, Sell, or Hold?Turning to Wall Street, META stock comes in as a Moderate Buy. Out of 34 analyst ratings, there are 27 Buys, five Holds, and two Sells.The average Meta Platforms stock forecast is $224.15, implying an upside potential of 34.9%. Analyst price targets range from a low of $140.00 per share to a high of $466.00 per share.Conclusion: Things Can Turn Back in Meta’s FavorIt’s been a while since Meta delivered a game-changing original app. In any case, the firm has shown more than capable of creating its own version of a product (copying, if you will) if it fails to be a frontrunner. As Meta looks beyond short-form content to where the puck is going next, I’d look for the tables to turn back in Meta’s favor.","news_type":1},"isVote":1,"tweetType":1,"viewCount":22,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":266974861451272,"gmtCreate":1706189426517,"gmtModify":1706189429593,"author":{"id":"3572868008988450","authorId":"3572868008988450","name":"JM85","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/YINN\">$FTSE China Bull 3X Shares(YINN)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/YINN\">$FTSE China Bull 3X Shares(YINN)$ </a>&nbsp;","text":"$FTSE China Bull 3X Shares(YINN)$","images":[{"img":"https://community-static.tradeup.com/news/0cbc2ebb0d4061b55283dac0fe50ae0a","width":"898","height":"1475"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/266974861451272","isVote":1,"tweetType":1,"viewCount":176,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9999879069,"gmtCreate":1660521587253,"gmtModify":1676533483765,"author":{"id":"3572868008988450","authorId":"3572868008988450","name":"JM85","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/01288\">$ABC(01288)$</a>👍🏻","listText":"<a href=\"https://ttm.financial/S/01288\">$ABC(01288)$</a>👍🏻","text":"$ABC(01288)$👍🏻","images":[{"img":"https://community-static.tradeup.com/news/5ecbf67511d2341a36cdf58004fe6935","width":"1080","height":"2232"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9999879069","isVote":1,"tweetType":1,"viewCount":385,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9901404810,"gmtCreate":1659240101330,"gmtModify":1676536276229,"author":{"id":"3572868008988450","authorId":"3572868008988450","name":"JM85","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/02318\">$PING AN(02318)$</a>👍🏻","listText":"<a href=\"https://ttm.financial/S/02318\">$PING AN(02318)$</a>👍🏻","text":"$PING AN(02318)$👍🏻","images":[{"img":"https://community-static.tradeup.com/news/1c0ddde2e43f52df93bd9d40294ef4bd","width":"1080","height":"3594"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9901404810","isVote":1,"tweetType":1,"viewCount":82,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9057657558,"gmtCreate":1655513588074,"gmtModify":1676535653786,"author":{"id":"3572868008988450","authorId":"3572868008988450","name":"JM85","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"👍🏻","listText":"👍🏻","text":"👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9057657558","repostId":"2244110681","repostType":4,"repost":{"id":"2244110681","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1655509222,"share":"https://www.laohu8.com/m/news/2244110681?lang=&edition=full","pubTime":"2022-06-18 07:40","market":"us","language":"en","title":"The Next Bull Market Is Just Months Away and Could Take the S&P 500 to 6000, Says BofA","url":"https://stock-news.laohu8.com/highlight/detail?id=2244110681","media":"Dow Jones","summary":"When it comes to bear markets, investors can take comfort from history which suggests that where there's a beginning, there's always an end.And according to Bank of America, investors have only got a ","content":"<html><head></head><body><p>When it comes to bear markets, investors can take comfort from history which suggests that where there&#39;s a beginning, there&#39;s always an end.</p><p>And according to Bank of America, investors have only got a few months left to endure the bear market that the S&amp;P 500  tumbled into on June 13, at the start of this week. And then will come the bull market.</p><p>As per history, points out chief investment strategist Michael Hartnett, the average peak-to-trough bear market decline is 37.3% and lasts 289 days. That would put the end to the pain on Oct. 19, 2022, which happens to mark the 35th anniversary of Black Monday, the name commonly given to the stock market crash of 1987, and the S&amp;P 500 index will likely bottom at 3,000.</p><p>A popular definition of a bear market defines it as a 20% drop from a recent high. As of Thursday, the index was off 23.55% from its record close of 4796.56 hit Monday, Jan. 3, 2022.</p><p>And an end typically marks a beginning with Bank of America noting the average bull market lasts a much longer 64 months with a 198% return, &#34;so next bull sees the S&amp;P 500 at 6,000 by Feb. 28,&#34; said Hartnett.</p><p>Meanwhile, another week saw the bank&#39;s own bull and bear indicator fall as far as it can go into &#34;contrarian bullish&#34; territory --</p><p><img src=\"https://static.tigerbbs.com/d5b388620db70508a92721690ee4a74e\" tg-width=\"700\" tg-height=\"607\" width=\"100%\" height=\"auto\"/></p><p>That indicator previously fell to 0 in August 2002, July, 2008, Sept. 2011, Sept. 2015, January 2016 and March 2020, said Hartnett. When it has previously hit zero, except in the case of a double-dip recession such as 2002 or systemic events, as in 2008 and 2011, three-month returns have been strong, as this table shows.</p><p><img src=\"https://static.tigerbbs.com/562bea67e5a7522dc96de3ab2c90727c\" tg-width=\"700\" tg-height=\"427\" width=\"100%\" height=\"auto\"/></p><p>&#34;Positioning dire, but profits/policy say nibble at SPX 36K, bite at 33K, gorge at 30K,&#34; added Hartnett. That&#39;s even as they clearly don&#39;t think the selloff is quite over. As per the next chart, a reminder from BofA of how the Federal Reserve tends to &#34;break something,&#34; with tightening cycles:</p><p><img src=\"https://static.tigerbbs.com/542e42e107cf3f74df35c0a66482b401\" tg-width=\"700\" tg-height=\"390\" width=\"100%\" height=\"auto\"/></p><p>More data from the bank showed $16.6 billion flowed into stocks in the most recent week, $18.5 billion from bonds and $50.1 billion from cash. Also, the data showed first week of inflows to emerging market equities in 6 weeks of $1.3 billion, the biggest inflow to US small cap since December 2021 of $6.6 billion, the largest influx to US value in 13 weeks of $5.8 billion and biggest to techs in nine weeks, of $800 million.</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>The Next Bull Market Is Just Months Away and Could Take the S&P 500 to 6000, Says BofA</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 Next Bull Market Is Just Months Away and Could Take the S&P 500 to 6000, Says BofA\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-06-18 07:40</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>When it comes to bear markets, investors can take comfort from history which suggests that where there&#39;s a beginning, there&#39;s always an end.</p><p>And according to Bank of America, investors have only got a few months left to endure the bear market that the S&amp;P 500  tumbled into on June 13, at the start of this week. And then will come the bull market.</p><p>As per history, points out chief investment strategist Michael Hartnett, the average peak-to-trough bear market decline is 37.3% and lasts 289 days. That would put the end to the pain on Oct. 19, 2022, which happens to mark the 35th anniversary of Black Monday, the name commonly given to the stock market crash of 1987, and the S&amp;P 500 index will likely bottom at 3,000.</p><p>A popular definition of a bear market defines it as a 20% drop from a recent high. As of Thursday, the index was off 23.55% from its record close of 4796.56 hit Monday, Jan. 3, 2022.</p><p>And an end typically marks a beginning with Bank of America noting the average bull market lasts a much longer 64 months with a 198% return, &#34;so next bull sees the S&amp;P 500 at 6,000 by Feb. 28,&#34; said Hartnett.</p><p>Meanwhile, another week saw the bank&#39;s own bull and bear indicator fall as far as it can go into &#34;contrarian bullish&#34; territory --</p><p><img src=\"https://static.tigerbbs.com/d5b388620db70508a92721690ee4a74e\" tg-width=\"700\" tg-height=\"607\" width=\"100%\" height=\"auto\"/></p><p>That indicator previously fell to 0 in August 2002, July, 2008, Sept. 2011, Sept. 2015, January 2016 and March 2020, said Hartnett. When it has previously hit zero, except in the case of a double-dip recession such as 2002 or systemic events, as in 2008 and 2011, three-month returns have been strong, as this table shows.</p><p><img src=\"https://static.tigerbbs.com/562bea67e5a7522dc96de3ab2c90727c\" tg-width=\"700\" tg-height=\"427\" width=\"100%\" height=\"auto\"/></p><p>&#34;Positioning dire, but profits/policy say nibble at SPX 36K, bite at 33K, gorge at 30K,&#34; added Hartnett. That&#39;s even as they clearly don&#39;t think the selloff is quite over. As per the next chart, a reminder from BofA of how the Federal Reserve tends to &#34;break something,&#34; with tightening cycles:</p><p><img src=\"https://static.tigerbbs.com/542e42e107cf3f74df35c0a66482b401\" tg-width=\"700\" tg-height=\"390\" width=\"100%\" height=\"auto\"/></p><p>More data from the bank showed $16.6 billion flowed into stocks in the most recent week, $18.5 billion from bonds and $50.1 billion from cash. Also, the data showed first week of inflows to emerging market equities in 6 weeks of $1.3 billion, the biggest inflow to US small cap since December 2021 of $6.6 billion, the largest influx to US value in 13 weeks of $5.8 billion and biggest to techs in nine weeks, of $800 million.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","BK4581":"高盛持仓","OEF":"标普100指数ETF-iShares","OEX":"标普100","BK4550":"红杉资本持仓","SH":"标普500反向ETF","SPY":"标普500ETF","SPXU":"三倍做空标普500ETF","IVV":"标普500指数ETF","SSO":"两倍做多标普500ETF","BK4559":"巴菲特持仓","SDS":"两倍做空标普500ETF","UPRO":"三倍做多标普500ETF","BK4504":"桥水持仓","BK4534":"瑞士信贷持仓"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2244110681","content_text":"When it comes to bear markets, investors can take comfort from history which suggests that where there's a beginning, there's always an end.And according to Bank of America, investors have only got a few months left to endure the bear market that the S&P 500  tumbled into on June 13, at the start of this week. And then will come the bull market.As per history, points out chief investment strategist Michael Hartnett, the average peak-to-trough bear market decline is 37.3% and lasts 289 days. That would put the end to the pain on Oct. 19, 2022, which happens to mark the 35th anniversary of Black Monday, the name commonly given to the stock market crash of 1987, and the S&P 500 index will likely bottom at 3,000.A popular definition of a bear market defines it as a 20% drop from a recent high. As of Thursday, the index was off 23.55% from its record close of 4796.56 hit Monday, Jan. 3, 2022.And an end typically marks a beginning with Bank of America noting the average bull market lasts a much longer 64 months with a 198% return, \"so next bull sees the S&P 500 at 6,000 by Feb. 28,\" said Hartnett.Meanwhile, another week saw the bank's own bull and bear indicator fall as far as it can go into \"contrarian bullish\" territory --That indicator previously fell to 0 in August 2002, July, 2008, Sept. 2011, Sept. 2015, January 2016 and March 2020, said Hartnett. When it has previously hit zero, except in the case of a double-dip recession such as 2002 or systemic events, as in 2008 and 2011, three-month returns have been strong, as this table shows.\"Positioning dire, but profits/policy say nibble at SPX 36K, bite at 33K, gorge at 30K,\" added Hartnett. That's even as they clearly don't think the selloff is quite over. As per the next chart, a reminder from BofA of how the Federal Reserve tends to \"break something,\" with tightening cycles:More data from the bank showed $16.6 billion flowed into stocks in the most recent week, $18.5 billion from bonds and $50.1 billion from cash. Also, the data showed first week of inflows to emerging market equities in 6 weeks of $1.3 billion, the biggest inflow to US small cap since December 2021 of $6.6 billion, the largest influx to US value in 13 weeks of $5.8 billion and biggest to techs in nine weeks, of $800 million.","news_type":1},"isVote":1,"tweetType":1,"viewCount":191,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9081415002,"gmtCreate":1650264851623,"gmtModify":1676534682141,"author":{"id":"3572868008988450","authorId":"3572868008988450","name":"JM85","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Its price now looks like more than 50% discount! 😉","listText":"Its price now looks like more than 50% discount! 😉","text":"Its price now looks like more than 50% discount! 😉","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9081415002","repostId":"1110595663","repostType":4,"repost":{"id":"1110595663","pubTimestamp":1650258996,"share":"https://www.laohu8.com/m/news/1110595663?lang=&edition=full","pubTime":"2022-04-18 13:16","market":"us","language":"en","title":"Alibaba: Munger Is Not The Thesis","url":"https://stock-news.laohu8.com/highlight/detail?id=1110595663","media":"Seeking Alpha","summary":"SummaryRecently the Daily Journal's 13F revealed that the company trimmed its Alibaba position by 50%.It isn't necessarily the case that former Chairman Charlie Munger sold due to weakening conviction","content":"<html><head></head><body><p>Summary</p><ul><li>Recently the Daily Journal&#39;s 13F revealed that the company trimmed its Alibaba position by 50%.</li><li>It isn&#39;t necessarily the case that former Chairman Charlie Munger sold due to weakening conviction on BABA stock itself.</li><li>However, Munger IS out of the picture in one very real way: he is no longer the Daily Journal&#39;s Chairman.</li><li>For this reason, Alibaba can no longer be considered a Munger copy trade.</li><li>In this article, I develop a fundamentals-based thesis for those who cloned Munger and now aren&#39;t sure what to do.</li></ul><p>Charlie Munger’s Alibaba Group (NYSE:BABA) investment was the talk of the town last week. In its Q1 13F, the Daily Journal Corp (DJCO) revealed that it had sold 50% of its stake in the Chinese tech company, after several quarters of averaging down. It wasn’t immediately clear whether Munger himself made the decision to sell the shares, as he had stepped down just days before the end of the quarter. Tu To was elected to serve as the company’s CFO on March 22. She signed all of the company’s SEC filings from the 22nd onward.</p><p>There are many reasons why Munger (or somebody else) might have chosen to sell Alibaba. Not all of them necessarily reflect lower conviction in the stock. It’s possible that DJCO converted some of its NYSE shares to Hong Kong shares, or sold to cover a margin loan. Munger hasn’t spoken on the matter publicly yet, nor have any other DJCO officers, so we don’t know.</p><p>Charlie Munger is thought to have influenced many investors who bought BABA stock in 2021. He began buying the stock around $226, averaging down after that. Many other investors made similar moves. It was shortly after Munger’s first 13F featuring Alibaba that internet communities focused on BABA really started to take off. Some were founded just days after the release.</p><p>Naturally, Munger’s apparent sale made a big splash. BABA has always been at least partially a Munger clone trade, and it appears that Munger’s conviction in the stock has diminished. Shortly after the 13F was released, investors took to Twitter offering opinions and running polls asking others about what had happened.</p><p>We may never know. But it doesn’t matter, because BABA ceased being a Munger clone trade long before the 13F came out. When Munger stepped down as Chairman of the Daily Journal, it created ambiguity as to the actual level of influence he will exercise over the firm’s portfolio going forward. The DJCO portfolio is no longer a Munger portfolio–or at least, not 100% a Munger portfolio. For this reason, investors will need a better thesis than “clone Munger because he is good.” In this article, I will attempt to advance such a thesis, based on valuation, competitive position and China&#39;s economic growth. First, though, let’s examine why it will not be possible to clone “Munger’s” BABA trades in future quarters.</p><p>Why Munger Can’t be Cloned Anymore</p><p>There are two reasons why it is impossible to clone Munger’s future BABA trades:</p><ol><li>Munger is no longer Chairman of the Daily Journal.</li><li>Some of DJCO’s potential trades are impossible to confirm.</li></ol><p>The first of these is easy enough to explain. When Munger was Chairman of the Daily Journal, he managed the investment portfolio. Now that he is no longer Chairman, he simply has the duties of a director. Munger could still volunteer to manage the portfolio, but the ultimate decisions would fall on Steven Myhill-Jones, the new CEO, or Tu To, the new CFO. The SEC filings announcing these new hires didn&#39;t say who&#39;d manage the portfolio.</p><p>The second reason why Munger can’t be cloned now is because some of his potential trades wouldn’t have to be disclosed. Munger is well known for not telling investors more than he has to. If he simply converted some of his NYSE ADRs to Hong Kong shares, as some think he did, then he is no longer under the obligation to report all of his holdings. As the SEC website states, you don’t have to disclose foreign listed shares in a 13F, even if your position is massive.</p><p><img src=\"https://static.tigerbbs.com/5852b29d02869d997a4c8ce719caa59f\" tg-width=\"575\" tg-height=\"191\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>What all this means is that cloning Munger’s BABA trades won’t be possible going forward. For those whose BABA position was little more than a Munger copycat, that has got to sting. Fortunately, the fundamentals-based thesis on the stock is not that difficult to comprehend, and can be explained in terms of four basic principles. In the next section I will explain that case in detail.</p><h2>The Bullish Thesis on BABA</h2><p>A strong bullish thesis on BABA can be built on four pillars:</p><ul><li>China’s economy.</li><li>BABA’s competitive position.</li><li>Financial health.</li><li>Valuation.</li></ul><p>I’ll look at each of these factors one by one, starting with China’s economy</p><h2>China’s Economy</h2><p>Despite the negative headlines you’re seeing these days, China’s economy is very strong. Its GDP growth was 8.1% in 2021. GDP has grown at 7.4% CAGR over 10 years. In 2020, when many countries entered recessions, China’s growth merely decelerated to 2.2%. With all of this growth, you might think that China is pumping itself full of debt. But think again! At 66.8, China’s government debt as a percentage of GDP is lower than that of the U.S., Canada, and the Eurozone. You may have heard stories about China’s “debt problem,” and claims of a 250% debt to GDP ratio. The figure is correct but it includes all debt, government and private. China’s government debt–the kind used to pay for fiscal stimulus–is low as a percentage of GDP. So China is growing very quickly and is fiscally sound enough to stimulate its economy should stimulation become necessary.</p><h2>BABA’s Competitive Position</h2><p>As we’ve seen, China has a high growth economy–the kind of economy that a company wants to operate in. That’s a great start but we still need to know about BABA’s competitive position.</p><p>As an eCommerce company, BABA has few rivals of similar scale. JD.com (JD) technically does more revenue than BABA does, but it has much smaller margins. It could beat Alibaba on scale but probably not on profitability. JD holds and sells inventory. It’s hard to beat a “platform” company like BABA when you have inventory costs. It eats into margins.</p><p>Pinduoduo (PDD) has been cited as a potential competitor to BABA but there’s just not much evidence of PDD moving beyond agricultural goods. Its group buying model has proven popular in China, but until it moves into other verticals, it’s not competing with huge chunks of Alibaba’s business.</p><p>Tencent (OTCPK:TCEHY) competes with BABA in one limited way: it has a payment app. The Chinese government forced BABA and Tencent to accept each other’s payment apps last year. So the competition between these two companies for share of payments has indeed increased.</p><h2>BABA’s Financials</h2><p>Alibaba’s long-term financials are excellent. The most recent calendar year was a bit of a departure from the long term trend, but that could turn around.</p><p>According to Seeking Alpha Quant, BABA’s five year CAGR growth rates in revenue, earnings and cash flows are:</p><ul><li>Revenue: 42%.</li><li>Net income: 11.3%.</li><li>Diluted EPS: 9.8%.</li><li>Free cash flow: 13.66%.</li></ul><p>These are pretty solid metrics. They were all much higher prior to this year, but the 2021 Chinese tech crackdown caused last year’s numbers to suffer. BABA did take some new costs in 2021, like a $2.8 billion fine and a higher tax rate. However, the fine was non-recurring and the higher tax rate could be “outgrown” with enough quarters of strong revenue gains.</p><p>At any rate, Alibaba has more than enough financial strength to ride out a few lacklustre quarters. Its balance sheet is one of the strongest in the world, boasting eye-popping metrics like:</p><ul><li>$276 billion in assets.</li><li>$100 billion in liabilities.</li><li>$176 billion in equity.</li><li>$45 billion in cash.</li><li>About $20 billion in debt (calculated from $5.09 billion in bonds $14.85 billion in long term bank loans).</li><li>$105 billion in current assets.</li><li>$64 billion in current liabilities.</li><li>A 0.2 debt to equity ratio.</li><li>A 1.64 current ratio.</li></ul><p>So we have debt that is very low as a proportion of shareholder equity, and high liquidity. Even BABA’s cash and equivalents outstrip its long term debt! This suggests a very solid balance sheet and a second-to-none ability to ride out a crisis.</p><h2>Valuation</h2><p>Valuation has always been one of the pillars on which the BABA bull case has rested. BABA stock is very cheap by almost every multiple you can think of. Some of its most encouraging value metrics include:</p><ul><li>Adjusted P/E: 11.</li><li>Price/sales: 1.96.</li><li>Price/book: 1.67.</li><li>Price/operating cash flow: 9.37.</li></ul><p>All of these multiples are comparatively low for the tech sector. For comparison, Amazon (AMZN), the closest comparable U.S. company, has a 46 adjusted P/E ratio.</p><p>BABA’s GAAP P/E ratio (25) is a little high, but the most recent quarter included large unrealized losses on the company’s stock portfolio. Adjusted earnings and cash from operations are more closely related to the company’s operating performance, and not surprisingly, they were much higher than GAAP earnings. This isn’t just selective choice of non-GAAP measures either: operating cash flow is a GAAP metric and Alibaba reports in accordance with U.S. GAAP.</p><p>As we’ve seen, Alibaba is cheap, profitable, and has high historical growth. Certainly this stock has many things to recommend it, even after Charlie Munger rode off into the sunset. However, there are still risks and challenges to the bullish thesis on Alibaba stock. </p><p>These are real risks that investors will need to keep in mind. But on balance, Alibaba looks like a solid value play today. It’s still growing its revenue, its cloud business is inching toward profitability, and its valuation is cheaper than ever before. On the whole, it looks like a sweet deal – with or without Munger on board.</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>Alibaba: Munger Is Not The Thesis</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\">\nAlibaba: Munger Is Not The Thesis\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-18 13:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4501707-alibaba-munger-not-thesis><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryRecently the Daily Journal's 13F revealed that the company trimmed its Alibaba position by 50%.It isn't necessarily the case that former Chairman Charlie Munger sold due to weakening conviction...</p>\n\n<a href=\"https://seekingalpha.com/article/4501707-alibaba-munger-not-thesis\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴"},"source_url":"https://seekingalpha.com/article/4501707-alibaba-munger-not-thesis","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1110595663","content_text":"SummaryRecently the Daily Journal's 13F revealed that the company trimmed its Alibaba position by 50%.It isn't necessarily the case that former Chairman Charlie Munger sold due to weakening conviction on BABA stock itself.However, Munger IS out of the picture in one very real way: he is no longer the Daily Journal's Chairman.For this reason, Alibaba can no longer be considered a Munger copy trade.In this article, I develop a fundamentals-based thesis for those who cloned Munger and now aren't sure what to do.Charlie Munger’s Alibaba Group (NYSE:BABA) investment was the talk of the town last week. In its Q1 13F, the Daily Journal Corp (DJCO) revealed that it had sold 50% of its stake in the Chinese tech company, after several quarters of averaging down. It wasn’t immediately clear whether Munger himself made the decision to sell the shares, as he had stepped down just days before the end of the quarter. Tu To was elected to serve as the company’s CFO on March 22. She signed all of the company’s SEC filings from the 22nd onward.There are many reasons why Munger (or somebody else) might have chosen to sell Alibaba. Not all of them necessarily reflect lower conviction in the stock. It’s possible that DJCO converted some of its NYSE shares to Hong Kong shares, or sold to cover a margin loan. Munger hasn’t spoken on the matter publicly yet, nor have any other DJCO officers, so we don’t know.Charlie Munger is thought to have influenced many investors who bought BABA stock in 2021. He began buying the stock around $226, averaging down after that. Many other investors made similar moves. It was shortly after Munger’s first 13F featuring Alibaba that internet communities focused on BABA really started to take off. Some were founded just days after the release.Naturally, Munger’s apparent sale made a big splash. BABA has always been at least partially a Munger clone trade, and it appears that Munger’s conviction in the stock has diminished. Shortly after the 13F was released, investors took to Twitter offering opinions and running polls asking others about what had happened.We may never know. But it doesn’t matter, because BABA ceased being a Munger clone trade long before the 13F came out. When Munger stepped down as Chairman of the Daily Journal, it created ambiguity as to the actual level of influence he will exercise over the firm’s portfolio going forward. The DJCO portfolio is no longer a Munger portfolio–or at least, not 100% a Munger portfolio. For this reason, investors will need a better thesis than “clone Munger because he is good.” In this article, I will attempt to advance such a thesis, based on valuation, competitive position and China's economic growth. First, though, let’s examine why it will not be possible to clone “Munger’s” BABA trades in future quarters.Why Munger Can’t be Cloned AnymoreThere are two reasons why it is impossible to clone Munger’s future BABA trades:Munger is no longer Chairman of the Daily Journal.Some of DJCO’s potential trades are impossible to confirm.The first of these is easy enough to explain. When Munger was Chairman of the Daily Journal, he managed the investment portfolio. Now that he is no longer Chairman, he simply has the duties of a director. Munger could still volunteer to manage the portfolio, but the ultimate decisions would fall on Steven Myhill-Jones, the new CEO, or Tu To, the new CFO. The SEC filings announcing these new hires didn't say who'd manage the portfolio.The second reason why Munger can’t be cloned now is because some of his potential trades wouldn’t have to be disclosed. Munger is well known for not telling investors more than he has to. If he simply converted some of his NYSE ADRs to Hong Kong shares, as some think he did, then he is no longer under the obligation to report all of his holdings. As the SEC website states, you don’t have to disclose foreign listed shares in a 13F, even if your position is massive.What all this means is that cloning Munger’s BABA trades won’t be possible going forward. For those whose BABA position was little more than a Munger copycat, that has got to sting. Fortunately, the fundamentals-based thesis on the stock is not that difficult to comprehend, and can be explained in terms of four basic principles. In the next section I will explain that case in detail.The Bullish Thesis on BABAA strong bullish thesis on BABA can be built on four pillars:China’s economy.BABA’s competitive position.Financial health.Valuation.I’ll look at each of these factors one by one, starting with China’s economyChina’s EconomyDespite the negative headlines you’re seeing these days, China’s economy is very strong. Its GDP growth was 8.1% in 2021. GDP has grown at 7.4% CAGR over 10 years. In 2020, when many countries entered recessions, China’s growth merely decelerated to 2.2%. With all of this growth, you might think that China is pumping itself full of debt. But think again! At 66.8, China’s government debt as a percentage of GDP is lower than that of the U.S., Canada, and the Eurozone. You may have heard stories about China’s “debt problem,” and claims of a 250% debt to GDP ratio. The figure is correct but it includes all debt, government and private. China’s government debt–the kind used to pay for fiscal stimulus–is low as a percentage of GDP. So China is growing very quickly and is fiscally sound enough to stimulate its economy should stimulation become necessary.BABA’s Competitive PositionAs we’ve seen, China has a high growth economy–the kind of economy that a company wants to operate in. That’s a great start but we still need to know about BABA’s competitive position.As an eCommerce company, BABA has few rivals of similar scale. JD.com (JD) technically does more revenue than BABA does, but it has much smaller margins. It could beat Alibaba on scale but probably not on profitability. JD holds and sells inventory. It’s hard to beat a “platform” company like BABA when you have inventory costs. It eats into margins.Pinduoduo (PDD) has been cited as a potential competitor to BABA but there’s just not much evidence of PDD moving beyond agricultural goods. Its group buying model has proven popular in China, but until it moves into other verticals, it’s not competing with huge chunks of Alibaba’s business.Tencent (OTCPK:TCEHY) competes with BABA in one limited way: it has a payment app. The Chinese government forced BABA and Tencent to accept each other’s payment apps last year. So the competition between these two companies for share of payments has indeed increased.BABA’s FinancialsAlibaba’s long-term financials are excellent. The most recent calendar year was a bit of a departure from the long term trend, but that could turn around.According to Seeking Alpha Quant, BABA’s five year CAGR growth rates in revenue, earnings and cash flows are:Revenue: 42%.Net income: 11.3%.Diluted EPS: 9.8%.Free cash flow: 13.66%.These are pretty solid metrics. They were all much higher prior to this year, but the 2021 Chinese tech crackdown caused last year’s numbers to suffer. BABA did take some new costs in 2021, like a $2.8 billion fine and a higher tax rate. However, the fine was non-recurring and the higher tax rate could be “outgrown” with enough quarters of strong revenue gains.At any rate, Alibaba has more than enough financial strength to ride out a few lacklustre quarters. Its balance sheet is one of the strongest in the world, boasting eye-popping metrics like:$276 billion in assets.$100 billion in liabilities.$176 billion in equity.$45 billion in cash.About $20 billion in debt (calculated from $5.09 billion in bonds $14.85 billion in long term bank loans).$105 billion in current assets.$64 billion in current liabilities.A 0.2 debt to equity ratio.A 1.64 current ratio.So we have debt that is very low as a proportion of shareholder equity, and high liquidity. Even BABA’s cash and equivalents outstrip its long term debt! This suggests a very solid balance sheet and a second-to-none ability to ride out a crisis.ValuationValuation has always been one of the pillars on which the BABA bull case has rested. BABA stock is very cheap by almost every multiple you can think of. Some of its most encouraging value metrics include:Adjusted P/E: 11.Price/sales: 1.96.Price/book: 1.67.Price/operating cash flow: 9.37.All of these multiples are comparatively low for the tech sector. For comparison, Amazon (AMZN), the closest comparable U.S. company, has a 46 adjusted P/E ratio.BABA’s GAAP P/E ratio (25) is a little high, but the most recent quarter included large unrealized losses on the company’s stock portfolio. Adjusted earnings and cash from operations are more closely related to the company’s operating performance, and not surprisingly, they were much higher than GAAP earnings. This isn’t just selective choice of non-GAAP measures either: operating cash flow is a GAAP metric and Alibaba reports in accordance with U.S. GAAP.As we’ve seen, Alibaba is cheap, profitable, and has high historical growth. Certainly this stock has many things to recommend it, even after Charlie Munger rode off into the sunset. However, there are still risks and challenges to the bullish thesis on Alibaba stock. These are real risks that investors will need to keep in mind. But on balance, Alibaba looks like a solid value play today. It’s still growing its revenue, its cloud business is inching toward profitability, and its valuation is cheaper than ever before. On the whole, it looks like a sweet deal – with or without Munger on board.","news_type":1},"isVote":1,"tweetType":1,"viewCount":154,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9072927611,"gmtCreate":1657942149034,"gmtModify":1676536086021,"author":{"id":"3572868008988450","authorId":"3572868008988450","name":"JM85","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/00939\">$CCB(00939)$</a>👍🏻","listText":"<a href=\"https://ttm.financial/S/00939\">$CCB(00939)$</a>👍🏻","text":"$CCB(00939)$👍🏻","images":[{"img":"https://community-static.tradeup.com/news/219a9ee5667a5fa8895c16e4494f36b5","width":"1080","height":"3594"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9072927611","isVote":1,"tweetType":1,"viewCount":190,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9043040715,"gmtCreate":1655857932937,"gmtModify":1676535719135,"author":{"id":"3572868008988450","authorId":"3572868008988450","name":"JM85","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Slash again? 🤔","listText":"Slash again? 🤔","text":"Slash again? 🤔","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9043040715","repostId":"1142096558","repostType":2,"repost":{"id":"1142096558","pubTimestamp":1655857301,"share":"https://www.laohu8.com/m/news/1142096558?lang=&edition=full","pubTime":"2022-06-22 08:21","market":"hk","language":"en","title":"Citi Just Slashed Its Price Target on NIO Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=1142096558","media":"InvestorPlace","summary":"Citi lowered itsNio(NIO) price target to $41.10.Despite the price reduction, Citi analyst Jeff Chung seems to remain bullish.Share of NIO stock are down more than 30% year-to-date.Nio(NYSE:NIO) is in ","content":"<html><head></head><body><ul><li>Citi lowered its <b>Nio</b>(<b><u>NIO</u></b>) price target to $41.10.</li><li>Despite the price reduction, Citi analyst Jeff Chung seems to remain bullish.</li><li>Share of NIO stock are down more than 30% year-to-date.</li></ul><p><b>Nio</b>(NYSE:<b><u>NIO</u></b>) is in focus after Citi analyst Jeff Chung lowered his price target from $87 to $41.10 while maintaining his “buy” rating. The price target reduction comes as a surprise, as Chung reiterated the $87 level just ten days ago on June 11.</p><p>Chung is ranked at 2,443 out of 7,892 total analysts on <i>TipRanks.</i>The analyst has an average return of 7.8% and a success rate of 55% over a one-year period. Meanwhile, shares of NIO stock are accelerating higher by about 10% today. Let’s get into the details of Chung’s price target reduction.</p><p><b>Citi Lowers NIO Stock Price Target to $41.10</b></p><p>While the analyst lowered his price target by about 53%, he still seems bullish on Nio’s prospects. In addition, $41.10 implies upside of about 80% from current prices. It’s likely that Chung lowered his price target to reflect current market conditions.</p><p>If gasoline and lithium-carbonate prices increase by another 25% to 50% year-over-year, Chung believes electric vehicle(EV) full lifecycle ownership costs would be 36% lower when compared to traditional internal combustion engine (ICE) vehicles. Today, the average price for a gallon of gas in the U.S. sits near all-time highs at $4.97.</p><p>In his June 11$87 price reiteration, Chung noted the company’s listing on the <b>Singapore Exchange</b> and a recovery of production were both bullish factors. He is also bullish on the company’s expansion into Germany, the Netherlands and Sweden. He added:</p><p>“NIO gave very strong June sales guidance ceiling at 13k units, or 84% MoM, which may potentially implies 3Q volume may exceed 40k level (in our view), with ample re-rating upside risk ahead on margins and asset-turns.”</p><p>With Chung’s view in mind, let’s take a look at how other analysts view the Chinese EV company.</p><p><b>Morgan Stanley and Deutsche Bank Chime in on NIO</b></p><ul><li>Deutsche Bank has a price target of $45. Analyst Edison Yu acknowledges production has been threatened by the coronavirus and lockdowns in China in recent months. However, he expects volume to pick up toward the end of the year to 25,000 vehicles per month. This will “shift the narrative away from supply constraints to robust product supercycle.” For the full year, Yu expects 160,000 deliveries. In 2023, he expects that figure to double.</li><li>Morgan Stanley has a price target of $31. Analyst Tim Hsiao believes June sales between 11,000 and 13,000 EVs should “help NIOrestore investor confidence.” He adds that even if new models don’t generate positive free cash flow in the short term, the company’s portfolio of existing vehicles should still attract further customers. Finally, Hsiao characterizes Nio as a “laggard” in the startup EV space, but expects the trend to reverse soon.</li></ul></body></html>","source":"lsy1606302653667","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>Citi Just Slashed Its Price Target on NIO Stock</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\">\nCiti Just Slashed Its Price Target on NIO Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-22 08:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/06/citi-just-slashed-its-price-target-on-nio-stock/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Citi lowered its Nio(NIO) price target to $41.10.Despite the price reduction, Citi analyst Jeff Chung seems to remain bullish.Share of NIO stock are down more than 30% year-to-date.Nio(NYSE:NIO) is in...</p>\n\n<a href=\"https://investorplace.com/2022/06/citi-just-slashed-its-price-target-on-nio-stock/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09866":"蔚来-SW","NIO":"蔚来","NIO.SI":"蔚来"},"source_url":"https://investorplace.com/2022/06/citi-just-slashed-its-price-target-on-nio-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142096558","content_text":"Citi lowered its Nio(NIO) price target to $41.10.Despite the price reduction, Citi analyst Jeff Chung seems to remain bullish.Share of NIO stock are down more than 30% year-to-date.Nio(NYSE:NIO) is in focus after Citi analyst Jeff Chung lowered his price target from $87 to $41.10 while maintaining his “buy” rating. The price target reduction comes as a surprise, as Chung reiterated the $87 level just ten days ago on June 11.Chung is ranked at 2,443 out of 7,892 total analysts on TipRanks.The analyst has an average return of 7.8% and a success rate of 55% over a one-year period. Meanwhile, shares of NIO stock are accelerating higher by about 10% today. Let’s get into the details of Chung’s price target reduction.Citi Lowers NIO Stock Price Target to $41.10While the analyst lowered his price target by about 53%, he still seems bullish on Nio’s prospects. In addition, $41.10 implies upside of about 80% from current prices. It’s likely that Chung lowered his price target to reflect current market conditions.If gasoline and lithium-carbonate prices increase by another 25% to 50% year-over-year, Chung believes electric vehicle(EV) full lifecycle ownership costs would be 36% lower when compared to traditional internal combustion engine (ICE) vehicles. Today, the average price for a gallon of gas in the U.S. sits near all-time highs at $4.97.In his June 11$87 price reiteration, Chung noted the company’s listing on the Singapore Exchange and a recovery of production were both bullish factors. He is also bullish on the company’s expansion into Germany, the Netherlands and Sweden. He added:“NIO gave very strong June sales guidance ceiling at 13k units, or 84% MoM, which may potentially implies 3Q volume may exceed 40k level (in our view), with ample re-rating upside risk ahead on margins and asset-turns.”With Chung’s view in mind, let’s take a look at how other analysts view the Chinese EV company.Morgan Stanley and Deutsche Bank Chime in on NIODeutsche Bank has a price target of $45. Analyst Edison Yu acknowledges production has been threatened by the coronavirus and lockdowns in China in recent months. However, he expects volume to pick up toward the end of the year to 25,000 vehicles per month. This will “shift the narrative away from supply constraints to robust product supercycle.” For the full year, Yu expects 160,000 deliveries. In 2023, he expects that figure to double.Morgan Stanley has a price target of $31. Analyst Tim Hsiao believes June sales between 11,000 and 13,000 EVs should “help NIOrestore investor confidence.” He adds that even if new models don’t generate positive free cash flow in the short term, the company’s portfolio of existing vehicles should still attract further customers. Finally, Hsiao characterizes Nio as a “laggard” in the startup EV space, but expects the trend to reverse soon.","news_type":1},"isVote":1,"tweetType":1,"viewCount":60,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9935534672,"gmtCreate":1663113648097,"gmtModify":1676537205009,"author":{"id":"3572868008988450","authorId":"3572868008988450","name":"JM85","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Thanks for sharing","listText":"Thanks for sharing","text":"Thanks for sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9935534672","repostId":"2267563034","repostType":4,"isVote":1,"tweetType":1,"viewCount":322,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9075941618,"gmtCreate":1658135989734,"gmtModify":1676536110790,"author":{"id":"3572868008988450","authorId":"3572868008988450","name":"JM85","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/02318\">$PING AN(02318)$</a>rebound?&nbsp;","listText":"<a href=\"https://ttm.financial/S/02318\">$PING AN(02318)$</a>rebound?&nbsp;","text":"$PING AN(02318)$rebound?","images":[{"img":"https://community-static.tradeup.com/news/a6c35fa835e7563bbd9192f3542b6fbc","width":"1080","height":"3594"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9075941618","isVote":1,"tweetType":1,"viewCount":202,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9016446867,"gmtCreate":1649227270885,"gmtModify":1676534473944,"author":{"id":"3572868008988450","authorId":"3572868008988450","name":"JM85","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Holding teledoc and looking forward to its 🚀","listText":"Holding teledoc and looking forward to its 🚀","text":"Holding teledoc and looking forward to its 🚀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9016446867","repostId":"2225584707","repostType":4,"repost":{"id":"2225584707","pubTimestamp":1649203461,"share":"https://www.laohu8.com/m/news/2225584707?lang=&edition=full","pubTime":"2022-04-06 08:04","market":"us","language":"en","title":"Down Over 50%, 2 Unstoppable Growth Stocks to Buy Right Now","url":"https://stock-news.laohu8.com/highlight/detail?id=2225584707","media":"Motley Fool","summary":"Although out of investor favor for now, these fundamentally strong stocks have all that it takes for a solid rebound.","content":"<html><head></head><body><p>The U.S. equity market has been quite volatile in the past two months -- with several big-name stocks reaching harrowing lows. However, things may now be changing for the better. According to the latest AAII Investor Sentiment Survey for the week ended March 31, the individual investor mood for the stock market is mostly neutral.</p><p>Yet there remain several high-quality stocks that continue to suffer due to a weak macroeconomic environment and rising geopolitical tensions. This has opened attractive entry points for retail investors.</p><p><b>Teladoc Health</b> and <b>Farfetch</b> are two such beaten-down stocks that are down by over 50% from their 52-week highs. However, both the companies are fundamentally strong and can start benefiting from improving investor sentiment.</p><p>Here are a few reasons why these two growth stocks can prove to be winning buys in the coming months.</p><h2>1. Teladoc Health</h2><p>A leading telemedicine player, Teladoc&#39;s stock is currently down by over 63% from its 52-week high. In addition to macroeconomic pressures, investors&#39; concerns about the adoption pace of telemedicine in the post-pandemic world are affecting the company&#39;s share prices. The $18.5 billion acquisition of Livongo Health in 2020 is now considered a challenge for Teladoc, especially since the combined company has been posting higher-than-expected losses in the past two years.</p><p>Yet the company&#39;s current operational and financial performance paints a far more optimistic picture. Telehealth is a permanent trend due to higher convenience and reduced costs for patients. The company is well-poised to capture a larger share of the global telehealth and telemedicine market, estimated to grow from $87.8 billion in 2022 to $285.7 billion in 2027, thanks to its first-mover advantage and established brand presence in this burgeoning space.</p><p>Teladoc reported 15.4 million total patient visits in 2021, a year-over-year jump of 38%. Revenues were up by 86% to $2.03 billion, and the company reported $194 million in cash flows from operations. Although not yet profitable, the company managed to reduce its loss per share from $5.36 in fiscal 2020 to $2.73 in fiscal 2021.</p><p>Teladoc has estimated its total patient membership to be 54 million to 56 million in fiscal 2022, a year-over-year increase of 1% to 5%. While the membership growth rate is expected to be muted, the company is assuming robust expansion in revenue per member, driven by improving product mix and rising product penetration. Teladoc is making rapid inroads in underserved areas such as primary care, mental health, and chronic care with its virtual care offerings.</p><p>Teladoc recently launched a chronic condition management solution called Chronic Care Complete, which provides personalized support to patients with chronic conditions. This solution can prove to be a major beneficiary of the aging demographics in the U.S.</p><p>The company has also teamed up with <b>Amazon</b> to introduce voice-activated general medical virtual care on certain Echo devices. This partnership can prove to be a major growth driver for Teladoc in the coming years.</p><p>With several strong drivers fueling Teladoc&#39;s future growth trajectory, the current pullback in share prices can prove to be an ideal buying opportunity for investors.</p><h2>2. Farfetch</h2><p>Shares of online luxury fashion platform Farfetch are down by 73% from their 52-week high. However, this sell-off seems quite unjustified for this high-quality stock, considering that the company is riding several long-term tailwinds and posted better-than-expected fourth-quarter (ended Dec. 31, 2021) results, despite a difficult macroeconomic environment.</p><p>Farfetch&#39;s CEO José Neves expects the global fashion industry market opportunity to expand from its current $300 billion value to $500 billion by 2025. To capture a major chunk of this underpenetrated opportunity, Farfetch has opted for a multi-pronged strategy, involving multiple channels for first-party and third-party sales.</p><p>Farfetch operates an online luxury fashion marketplace offering merchandise across 1,400 luxury sellers to customers in over 190 countries. The company is involved in direct-to-consumer sales as well as in-store sales of certain luxury brands.</p><p>Despite being the largest global online luxury fashion platform, the Farfetch marketplace accounts for less than 2% of the personal luxury goods market -- highlighting the growth potential for future years. In 2021, Farfetch&#39;s third-party take rate (that&#39;s the commission paid by sellers operating on the company&#39;s platform) rose year over year by 60 basis points to 30.2%.</p><p>A high take rate is indicative of the importance of this platform to luxury goods sellers. The company is also shifting its business away from discounted promotional sales to full-price sales, which has translated to a 1.4% year-over-year rise in marketplace average order value (AOV) to $635.</p><p>Farfetch&#39;s marketplace continues to witness solid traction in two of its largest markets: the U.S. and China. China is the company&#39;s second-largest luxury market by gross merchandise value (GMV). According to Bain &amp; Company, China is expected to be the global leader in the luxury market by 2025. Farfetch accounted for over 10% GMV in the Chinese luxury space in 2021.</p><p>In this context, the recent announcement of the Chinese government to support the economy is also a solid positive for Farfetch. Additionally, Chinese e-commerce giant <b>Alibaba</b> also has a 12.5% stake in the Farfetch China joint venture.</p><p>In fiscal 2021, Farfetch&#39;s GMV was up 33% year over year to $4.2 billion. This record performance helped drive up revenues by 35% year over year to $2.3 billion. 2021  also marked the company&#39;s first full year of adjusted EBITDA profitability.</p><p>Against the backdrop of multiple growth drivers and rapidly improving financials, Farfetch&#39;s stock seems well-poised for a robust recovery in the coming years.</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>Down Over 50%, 2 Unstoppable Growth Stocks to Buy Right Now</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\">\nDown Over 50%, 2 Unstoppable Growth Stocks to Buy Right Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-06 08:04 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/04/05/down-over-50-2-unstoppable-growth-stocks-to-buy-ri/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The U.S. equity market has been quite volatile in the past two months -- with several big-name stocks reaching harrowing lows. However, things may now be changing for the better. According to the ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/04/05/down-over-50-2-unstoppable-growth-stocks-to-buy-ri/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4566":"资本集团","BK4535":"淡马锡持仓","BK4524":"宅经济概念","BK4167":"医疗保健技术","BK4527":"明星科技股","BK4559":"巴菲特持仓","BK4538":"云计算","BK4550":"红杉资本持仓","BK4579":"人工智能","BK4503":"景林资产持仓","BK4122":"互联网与直销零售","BK4551":"寇图资本持仓","TDOC":"Teladoc Health Inc.","BK4561":"索罗斯持仓","BK4504":"桥水持仓","BK4581":"高盛持仓","BK4548":"巴美列捷福持仓","AMZN":"亚马逊","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","BK4507":"流媒体概念","BK4567":"ESG概念","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)"},"source_url":"https://www.fool.com/investing/2022/04/05/down-over-50-2-unstoppable-growth-stocks-to-buy-ri/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2225584707","content_text":"The U.S. equity market has been quite volatile in the past two months -- with several big-name stocks reaching harrowing lows. However, things may now be changing for the better. According to the latest AAII Investor Sentiment Survey for the week ended March 31, the individual investor mood for the stock market is mostly neutral.Yet there remain several high-quality stocks that continue to suffer due to a weak macroeconomic environment and rising geopolitical tensions. This has opened attractive entry points for retail investors.Teladoc Health and Farfetch are two such beaten-down stocks that are down by over 50% from their 52-week highs. However, both the companies are fundamentally strong and can start benefiting from improving investor sentiment.Here are a few reasons why these two growth stocks can prove to be winning buys in the coming months.1. Teladoc HealthA leading telemedicine player, Teladoc's stock is currently down by over 63% from its 52-week high. In addition to macroeconomic pressures, investors' concerns about the adoption pace of telemedicine in the post-pandemic world are affecting the company's share prices. The $18.5 billion acquisition of Livongo Health in 2020 is now considered a challenge for Teladoc, especially since the combined company has been posting higher-than-expected losses in the past two years.Yet the company's current operational and financial performance paints a far more optimistic picture. Telehealth is a permanent trend due to higher convenience and reduced costs for patients. The company is well-poised to capture a larger share of the global telehealth and telemedicine market, estimated to grow from $87.8 billion in 2022 to $285.7 billion in 2027, thanks to its first-mover advantage and established brand presence in this burgeoning space.Teladoc reported 15.4 million total patient visits in 2021, a year-over-year jump of 38%. Revenues were up by 86% to $2.03 billion, and the company reported $194 million in cash flows from operations. Although not yet profitable, the company managed to reduce its loss per share from $5.36 in fiscal 2020 to $2.73 in fiscal 2021.Teladoc has estimated its total patient membership to be 54 million to 56 million in fiscal 2022, a year-over-year increase of 1% to 5%. While the membership growth rate is expected to be muted, the company is assuming robust expansion in revenue per member, driven by improving product mix and rising product penetration. Teladoc is making rapid inroads in underserved areas such as primary care, mental health, and chronic care with its virtual care offerings.Teladoc recently launched a chronic condition management solution called Chronic Care Complete, which provides personalized support to patients with chronic conditions. This solution can prove to be a major beneficiary of the aging demographics in the U.S.The company has also teamed up with Amazon to introduce voice-activated general medical virtual care on certain Echo devices. This partnership can prove to be a major growth driver for Teladoc in the coming years.With several strong drivers fueling Teladoc's future growth trajectory, the current pullback in share prices can prove to be an ideal buying opportunity for investors.2. FarfetchShares of online luxury fashion platform Farfetch are down by 73% from their 52-week high. However, this sell-off seems quite unjustified for this high-quality stock, considering that the company is riding several long-term tailwinds and posted better-than-expected fourth-quarter (ended Dec. 31, 2021) results, despite a difficult macroeconomic environment.Farfetch's CEO José Neves expects the global fashion industry market opportunity to expand from its current $300 billion value to $500 billion by 2025. To capture a major chunk of this underpenetrated opportunity, Farfetch has opted for a multi-pronged strategy, involving multiple channels for first-party and third-party sales.Farfetch operates an online luxury fashion marketplace offering merchandise across 1,400 luxury sellers to customers in over 190 countries. The company is involved in direct-to-consumer sales as well as in-store sales of certain luxury brands.Despite being the largest global online luxury fashion platform, the Farfetch marketplace accounts for less than 2% of the personal luxury goods market -- highlighting the growth potential for future years. In 2021, Farfetch's third-party take rate (that's the commission paid by sellers operating on the company's platform) rose year over year by 60 basis points to 30.2%.A high take rate is indicative of the importance of this platform to luxury goods sellers. The company is also shifting its business away from discounted promotional sales to full-price sales, which has translated to a 1.4% year-over-year rise in marketplace average order value (AOV) to $635.Farfetch's marketplace continues to witness solid traction in two of its largest markets: the U.S. and China. China is the company's second-largest luxury market by gross merchandise value (GMV). According to Bain & Company, China is expected to be the global leader in the luxury market by 2025. Farfetch accounted for over 10% GMV in the Chinese luxury space in 2021.In this context, the recent announcement of the Chinese government to support the economy is also a solid positive for Farfetch. Additionally, Chinese e-commerce giant Alibaba also has a 12.5% stake in the Farfetch China joint venture.In fiscal 2021, Farfetch's GMV was up 33% year over year to $4.2 billion. This record performance helped drive up revenues by 35% year over year to $2.3 billion. 2021  also marked the company's first full year of adjusted EBITDA profitability.Against the backdrop of multiple growth drivers and rapidly improving financials, Farfetch's stock seems well-poised for a robust recovery in the coming years.","news_type":1},"isVote":1,"tweetType":1,"viewCount":278,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9019091448,"gmtCreate":1648482676372,"gmtModify":1676534343986,"author":{"id":"3572868008988450","authorId":"3572868008988450","name":"JM85","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"agree. Holding first","listText":"agree. Holding first","text":"agree. Holding first","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9019091448","repostId":"1129753840","repostType":4,"repost":{"id":"1129753840","pubTimestamp":1648481085,"share":"https://www.laohu8.com/m/news/1129753840?lang=&edition=full","pubTime":"2022-03-28 23:24","market":"us","language":"en","title":"Disney Stock: A Winner Among Losers In 2022","url":"https://stock-news.laohu8.com/highlight/detail?id=1129753840","media":"TheStreet","summary":"DIS has traded lower in 2022, but the stock has outperformed its direct peers in the past three mont","content":"<html><head></head><body><p>DIS has traded lower in 2022, but the stock has outperformed its direct peers in the past three months. Here is why, and what could be in store for Disney stock in the foreseeable future.</p><p>The current year has definitely not been a good one for streaming stocks. Up to this point in 2022, Roundhill’s streaming ETF (<b>SUBZ</b>) returned painful losses of nearly 20%.</p><p>Among a pile of losers, one name stands out as having performed better than all its major peers and in line with the Nasdaq 100: Disney stock (DIS). Today, we look at why this may have been the case, and what lies ahead for shares of the Mickey Mouse company.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1d652b8ad09c12be59dcf64b31bb2228\" tg-width=\"1240\" tg-height=\"698\" width=\"100%\" height=\"auto\"/><span>Figure 1: Disney Stock: A Winner Among Losers In 2022</span></p><p><b>Why Disney has performed better</b></p><p>The chart below shows how DIS has not disappointed as badly as its media entertainment peers lately. A YTD loss of 10% is no laughing matter. But at least it has not been as bad as Netflix’s 37% decline or, worse yet, Roku’s 46% selloff in only three months.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2cef6e62eec8f82659d43e0b9ae0f6f7\" tg-width=\"988\" tg-height=\"505\" width=\"100%\" height=\"auto\"/><span>Figure 2: DIS performance vs. NFLX, SPOT, TCEHY.</span></p><p>The first and obvious reason why Disney stock has been doing better is the diversification of the business model. Disney+ and other of the company’s streaming services, including Hulu, are arguably Disney’s crown jewel. But they are far from representing the bulk of total revenues.</p><p>The pie chart below shows that barely one-fifth of Disney’s sales in the most recent quarter came from DTC/streaming. Not displayed below is the fact that this subsegment is the only across the entire product and service portfolio that produces sizable operating losses.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/66019852e41d016a008b741f0c012a46\" tg-width=\"816\" tg-height=\"511\" width=\"100%\" height=\"auto\"/><span>Figure 3: Disney&#39;s revenues by segment, F1Q&#39;22.</span></p><p>If 2022 has not been the year of streaming services, it has been much better for the outside-the-home businesses. This is why, for example, Disney parks, experiences and products saw revenues more than double in the 2021 holiday quarter.</p><p>This is also most likely why Disney stock has been a winner among losers so far this year. While plenty of skepticism remains about the growth and profitability potential of Disney’s streaming offerings, some investors may be more excited by the recovery in other parts of the business.</p><p>The other main reason for DIS’s relative outperformance in 2022 may be the stock’s underperformance in 2021.</p><p>In the second half of last year, Disney stock dropped by an uncomfortable 13%. During the same period, the broad market S&amp;P 500 (SPY) climbed 10%, and even streaming peer Netflix jumped 13%. Disney’s next-year P/E sank from 40 to 27 times in six months.</p><p>Faced with lower valuations and a battered share price, Disney stock probably appealed to bargain hunters in early 2022 — granted, still not enough to prevent the 10% YTD dip.</p><p><b>Can Disney stock climb from here?</b></p><p>Disney’s business fundamentals remain a mixed bag of good and bad. Parks, hotels and cruises are bound to recover quickly in this post-pandemic year. But DTC growth and margins remain a question mark, while networks continue to face secular pressures.</p><p>Wall Street does not seem too concerned. Of the 20 analyststrackedby TipRanks, 15 think that DIS is a buy. The consensus upside opportunity is an attractive 38% to a price target of $192.</p><p>I think that DIS is a good asset to own for the long term, but I would not count on the stock rebounding very quickly. While valuations seem attractive at last, there are plenty of risks associated with the business and the macroeconomic landscape that probably need to be sorted out before a rally begins to take shape.</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>Disney Stock: A Winner Among Losers In 2022</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\">\nDisney Stock: A Winner Among Losers In 2022\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-28 23:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/streaming/dis/disney-stock-a-winner-among-losers-in-2022><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>DIS has traded lower in 2022, but the stock has outperformed its direct peers in the past three months. Here is why, and what could be in store for Disney stock in the foreseeable future.The current ...</p>\n\n<a href=\"https://www.thestreet.com/streaming/dis/disney-stock-a-winner-among-losers-in-2022\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DIS":"迪士尼"},"source_url":"https://www.thestreet.com/streaming/dis/disney-stock-a-winner-among-losers-in-2022","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129753840","content_text":"DIS has traded lower in 2022, but the stock has outperformed its direct peers in the past three months. Here is why, and what could be in store for Disney stock in the foreseeable future.The current year has definitely not been a good one for streaming stocks. Up to this point in 2022, Roundhill’s streaming ETF (SUBZ) returned painful losses of nearly 20%.Among a pile of losers, one name stands out as having performed better than all its major peers and in line with the Nasdaq 100: Disney stock (DIS). Today, we look at why this may have been the case, and what lies ahead for shares of the Mickey Mouse company.Figure 1: Disney Stock: A Winner Among Losers In 2022Why Disney has performed betterThe chart below shows how DIS has not disappointed as badly as its media entertainment peers lately. A YTD loss of 10% is no laughing matter. But at least it has not been as bad as Netflix’s 37% decline or, worse yet, Roku’s 46% selloff in only three months.Figure 2: DIS performance vs. NFLX, SPOT, TCEHY.The first and obvious reason why Disney stock has been doing better is the diversification of the business model. Disney+ and other of the company’s streaming services, including Hulu, are arguably Disney’s crown jewel. But they are far from representing the bulk of total revenues.The pie chart below shows that barely one-fifth of Disney’s sales in the most recent quarter came from DTC/streaming. Not displayed below is the fact that this subsegment is the only across the entire product and service portfolio that produces sizable operating losses.Figure 3: Disney's revenues by segment, F1Q'22.If 2022 has not been the year of streaming services, it has been much better for the outside-the-home businesses. This is why, for example, Disney parks, experiences and products saw revenues more than double in the 2021 holiday quarter.This is also most likely why Disney stock has been a winner among losers so far this year. While plenty of skepticism remains about the growth and profitability potential of Disney’s streaming offerings, some investors may be more excited by the recovery in other parts of the business.The other main reason for DIS’s relative outperformance in 2022 may be the stock’s underperformance in 2021.In the second half of last year, Disney stock dropped by an uncomfortable 13%. During the same period, the broad market S&P 500 (SPY) climbed 10%, and even streaming peer Netflix jumped 13%. Disney’s next-year P/E sank from 40 to 27 times in six months.Faced with lower valuations and a battered share price, Disney stock probably appealed to bargain hunters in early 2022 — granted, still not enough to prevent the 10% YTD dip.Can Disney stock climb from here?Disney’s business fundamentals remain a mixed bag of good and bad. Parks, hotels and cruises are bound to recover quickly in this post-pandemic year. But DTC growth and margins remain a question mark, while networks continue to face secular pressures.Wall Street does not seem too concerned. Of the 20 analyststrackedby TipRanks, 15 think that DIS is a buy. The consensus upside opportunity is an attractive 38% to a price target of $192.I think that DIS is a good asset to own for the long term, but I would not count on the stock rebounding very quickly. While valuations seem attractive at last, there are plenty of risks associated with the business and the macroeconomic landscape that probably need to be sorted out before a rally begins to take shape.","news_type":1},"isVote":1,"tweetType":1,"viewCount":183,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9996324706,"gmtCreate":1661126807607,"gmtModify":1676536456273,"author":{"id":"3572868008988450","authorId":"3572868008988450","name":"JM85","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/02318\">$PING AN(02318)$</a>👍🏻","listText":"<a href=\"https://ttm.financial/S/02318\">$PING AN(02318)$</a>👍🏻","text":"$PING AN(02318)$👍🏻","images":[{"img":"https://community-static.tradeup.com/news/bdb97e9baeadce76b75f0b6edb5eaccc","width":"1080","height":"1722"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9996324706","isVote":1,"tweetType":1,"viewCount":126,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9079108491,"gmtCreate":1657155174513,"gmtModify":1676535960148,"author":{"id":"3572868008988450","authorId":"3572868008988450","name":"JM85","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/00939\">$CCB(00939)$</a>👍🏻","listText":"<a href=\"https://ttm.financial/S/00939\">$CCB(00939)$</a>👍🏻","text":"$CCB(00939)$👍🏻","images":[{"img":"https://community-static.tradeup.com/news/74e49203327384ffe5fadf7cf6557ded","width":"1080","height":"3594"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9079108491","isVote":1,"tweetType":1,"viewCount":34,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9019652436,"gmtCreate":1648597726883,"gmtModify":1676534359662,"author":{"id":"3572868008988450","authorId":"3572868008988450","name":"JM85","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Looking forward","listText":"Looking forward","text":"Looking forward","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9019652436","repostId":"2223587811","repostType":4,"repost":{"id":"2223587811","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1648594673,"share":"https://www.laohu8.com/m/news/2223587811?lang=&edition=full","pubTime":"2022-03-30 06:57","market":"us","language":"en","title":"US STOCKS-Wall Street Rallies on Hopes Russia, Ukraine Can Resolve Conflict","url":"https://stock-news.laohu8.com/highlight/detail?id=2223587811","media":"Reuters","summary":"U.S. 2-yr/10-yr Treasury yield curve invertsUkraine-Russia meeting ends with some progressDow up 0.9","content":"<html><head></head><body><ul><li>U.S. 2-yr/10-yr Treasury yield curve inverts</li><li>Ukraine-Russia meeting ends with some progress</li><li>Dow up 0.97%, S&amp;P 500 up 1.23%, Nasdaq up 1.84%</li></ul><p>(Reuters) - U.S. stocks rose on Tuesday, with the Dow and S&amp;P notching their fourth straight session of gains, on optimism some progress was being made toward a deal to resolve the conflict between Russia and Ukraine.</p><p>Prices eased for oil and other commodities, helping calm concerns about rising inflation and the path of monetary policy by the Federal Reserve, which has started hiking interest rates to combat rising prices.</p><p>&#34;If you look over the course of the month this war has been going on, the market has priced in much more bad news than good news,&#34; said Art Hogan, chief market strategist at National Securities in New York.</p><p>&#34;It certainly shows the market has a natural coiled spring that will be a reaction function to any good news and we saw a bit of that this morning, but everything will have to be taken with a grain of salt and we will have to see things actually play out versus being actually talked about.&#34;</p><p>The Dow Jones Industrial Average (.DJI) rose 338.3 points, or 0.97%, to 35,294.19, the S&amp;P 500 (.SPX) gained 56.08 points, or 1.23%, to 4,631.6 and the Nasdaq Composite (.IXIC) added 264.73 points, or 1.84%, to 14,619.64.</p><p>After a dismal start to the year for stocks that saw the S&amp;P 500 fall into a correction, commonly referred to as a drop of more than 10% from its most recent high, the benchmark index is now down less than 3% on the year.</p><p>Still, there were signs of market nervousness that the Fed could make a policy mistake that leads to a slowdown, or possibly a recession, in the economy as the widely tracked U.S. 2-year/10-year Treasury inverted for the first time since September 2019.</p><p>&#34;While I think the ultimate result of an aggressive Fed tightening cycle is a recession, I do not expect it to occur quickly. Historically speaking, all recessions are preceded by 2s10s inversions, but not all inversions result in recessions,&#34; said Ellis Phifer, managing director, fixed income research, at Raymond James in Memphis, Tennessee.</p><p>After slumping more than 2% on Monday, the S&amp;P energy index (.SPNY) was the only declining sector as crude prices fell more than 1%.</p><p>As the conflict in Ukraine has escalated in recent weeks, already rising prices saw more upward pressure on commodities such as wheat, energy and metals.</p><p>But even with the recent surge in inflation, data on Tuesday showed U.S. consumer confidence rebounded from a one-year low in March, while the current labor environment favors workers.</p><p>Real estate (.SPLRCR), up nearly 3% on the session, was the best performing sector, which indicates some investors may see inflation remaining but no recession on the horizon. It was the biggest one-day percentage gain for the group since Jan. 28.</p><p><a href=\"https://laohu8.com/S/FDX\">FedEx Corp </a> gained 3.70% after the global delivery conglomerate named operating chief Raj Subramaniam as its top boss. read more</p><p>Volume on U.S. exchanges was 13.22 billion shares, compared with the 14 billion average for the full session over the last 20 trading days.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 4.20-to-1 ratio; on Nasdaq, a 2.97-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted 51 new 52-week highs and no new lows; the Nasdaq Composite recorded 71 new highs and 38 new lows.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US STOCKS-Wall Street Rallies on Hopes Russia, Ukraine Can Resolve Conflict</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS STOCKS-Wall Street Rallies on Hopes Russia, Ukraine Can Resolve Conflict\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-03-30 06:57</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><ul><li>U.S. 2-yr/10-yr Treasury yield curve inverts</li><li>Ukraine-Russia meeting ends with some progress</li><li>Dow up 0.97%, S&amp;P 500 up 1.23%, Nasdaq up 1.84%</li></ul><p>(Reuters) - U.S. stocks rose on Tuesday, with the Dow and S&amp;P notching their fourth straight session of gains, on optimism some progress was being made toward a deal to resolve the conflict between Russia and Ukraine.</p><p>Prices eased for oil and other commodities, helping calm concerns about rising inflation and the path of monetary policy by the Federal Reserve, which has started hiking interest rates to combat rising prices.</p><p>&#34;If you look over the course of the month this war has been going on, the market has priced in much more bad news than good news,&#34; said Art Hogan, chief market strategist at National Securities in New York.</p><p>&#34;It certainly shows the market has a natural coiled spring that will be a reaction function to any good news and we saw a bit of that this morning, but everything will have to be taken with a grain of salt and we will have to see things actually play out versus being actually talked about.&#34;</p><p>The Dow Jones Industrial Average (.DJI) rose 338.3 points, or 0.97%, to 35,294.19, the S&amp;P 500 (.SPX) gained 56.08 points, or 1.23%, to 4,631.6 and the Nasdaq Composite (.IXIC) added 264.73 points, or 1.84%, to 14,619.64.</p><p>After a dismal start to the year for stocks that saw the S&amp;P 500 fall into a correction, commonly referred to as a drop of more than 10% from its most recent high, the benchmark index is now down less than 3% on the year.</p><p>Still, there were signs of market nervousness that the Fed could make a policy mistake that leads to a slowdown, or possibly a recession, in the economy as the widely tracked U.S. 2-year/10-year Treasury inverted for the first time since September 2019.</p><p>&#34;While I think the ultimate result of an aggressive Fed tightening cycle is a recession, I do not expect it to occur quickly. Historically speaking, all recessions are preceded by 2s10s inversions, but not all inversions result in recessions,&#34; said Ellis Phifer, managing director, fixed income research, at Raymond James in Memphis, Tennessee.</p><p>After slumping more than 2% on Monday, the S&amp;P energy index (.SPNY) was the only declining sector as crude prices fell more than 1%.</p><p>As the conflict in Ukraine has escalated in recent weeks, already rising prices saw more upward pressure on commodities such as wheat, energy and metals.</p><p>But even with the recent surge in inflation, data on Tuesday showed U.S. consumer confidence rebounded from a one-year low in March, while the current labor environment favors workers.</p><p>Real estate (.SPLRCR), up nearly 3% on the session, was the best performing sector, which indicates some investors may see inflation remaining but no recession on the horizon. It was the biggest one-day percentage gain for the group since Jan. 28.</p><p><a href=\"https://laohu8.com/S/FDX\">FedEx Corp </a> gained 3.70% after the global delivery conglomerate named operating chief Raj Subramaniam as its top boss. read more</p><p>Volume on U.S. exchanges was 13.22 billion shares, compared with the 14 billion average for the full session over the last 20 trading days.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 4.20-to-1 ratio; on Nasdaq, a 2.97-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted 51 new 52-week highs and no new lows; the Nasdaq Composite recorded 71 new highs and 38 new lows.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","PSQ":"纳指反向ETF","BK4131":"航空货运与物流","QLD":"纳指两倍做多ETF","DJX":"1/100道琼斯","QQQ":"纳指100ETF","SQQQ":"纳指三倍做空ETF","RJF":"瑞杰金融","BK4127":"投资银行业与经纪业","DDM":"道指两倍做多ETF","DOG":"道指反向ETF","BK4533":"AQR资本管理(全球第二大对冲基金)","FDX":"联邦快递","UDOW":"道指三倍做多ETF-ProShares",".DJI":"道琼斯",".IXIC":"NASDAQ Composite","DXD":"道指两倍做空ETF","SDOW":"道指三倍做空ETF-ProShares","QID":"纳指两倍做空ETF","TQQQ":"纳指三倍做多ETF"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2223587811","content_text":"U.S. 2-yr/10-yr Treasury yield curve invertsUkraine-Russia meeting ends with some progressDow up 0.97%, S&P 500 up 1.23%, Nasdaq up 1.84%(Reuters) - U.S. stocks rose on Tuesday, with the Dow and S&P notching their fourth straight session of gains, on optimism some progress was being made toward a deal to resolve the conflict between Russia and Ukraine.Prices eased for oil and other commodities, helping calm concerns about rising inflation and the path of monetary policy by the Federal Reserve, which has started hiking interest rates to combat rising prices.\"If you look over the course of the month this war has been going on, the market has priced in much more bad news than good news,\" said Art Hogan, chief market strategist at National Securities in New York.\"It certainly shows the market has a natural coiled spring that will be a reaction function to any good news and we saw a bit of that this morning, but everything will have to be taken with a grain of salt and we will have to see things actually play out versus being actually talked about.\"The Dow Jones Industrial Average (.DJI) rose 338.3 points, or 0.97%, to 35,294.19, the S&P 500 (.SPX) gained 56.08 points, or 1.23%, to 4,631.6 and the Nasdaq Composite (.IXIC) added 264.73 points, or 1.84%, to 14,619.64.After a dismal start to the year for stocks that saw the S&P 500 fall into a correction, commonly referred to as a drop of more than 10% from its most recent high, the benchmark index is now down less than 3% on the year.Still, there were signs of market nervousness that the Fed could make a policy mistake that leads to a slowdown, or possibly a recession, in the economy as the widely tracked U.S. 2-year/10-year Treasury inverted for the first time since September 2019.\"While I think the ultimate result of an aggressive Fed tightening cycle is a recession, I do not expect it to occur quickly. Historically speaking, all recessions are preceded by 2s10s inversions, but not all inversions result in recessions,\" said Ellis Phifer, managing director, fixed income research, at Raymond James in Memphis, Tennessee.After slumping more than 2% on Monday, the S&P energy index (.SPNY) was the only declining sector as crude prices fell more than 1%.As the conflict in Ukraine has escalated in recent weeks, already rising prices saw more upward pressure on commodities such as wheat, energy and metals.But even with the recent surge in inflation, data on Tuesday showed U.S. consumer confidence rebounded from a one-year low in March, while the current labor environment favors workers.Real estate (.SPLRCR), up nearly 3% on the session, was the best performing sector, which indicates some investors may see inflation remaining but no recession on the horizon. It was the biggest one-day percentage gain for the group since Jan. 28.FedEx Corp  gained 3.70% after the global delivery conglomerate named operating chief Raj Subramaniam as its top boss. read moreVolume on U.S. exchanges was 13.22 billion shares, compared with the 14 billion average for the full session over the last 20 trading days.Advancing issues outnumbered declining ones on the NYSE by a 4.20-to-1 ratio; on Nasdaq, a 2.97-to-1 ratio favored advancers.The S&P 500 posted 51 new 52-week highs and no new lows; the Nasdaq Composite recorded 71 new highs and 38 new lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":165,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9931452401,"gmtCreate":1662507979804,"gmtModify":1676537074241,"author":{"id":"3572868008988450","authorId":"3572868008988450","name":"JM85","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/02318\">$PING AN(02318)$</a>time for ping an?","listText":"<a href=\"https://ttm.financial/S/02318\">$PING AN(02318)$</a>time for ping an?","text":"$PING AN(02318)$time for ping an?","images":[{"img":"https://community-static.tradeup.com/news/a415b82ca1c20b7817ff6316397eeb86","width":"1080","height":"2229"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9931452401","isVote":1,"tweetType":1,"viewCount":92,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9995011466,"gmtCreate":1661385597958,"gmtModify":1676536507738,"author":{"id":"3572868008988450","authorId":"3572868008988450","name":"JM85","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/02318\">$PING AN(02318)$</a>time for a reverse! 💪🏻","listText":"<a href=\"https://ttm.financial/S/02318\">$PING AN(02318)$</a>time for a reverse! 💪🏻","text":"$PING AN(02318)$time for a reverse! 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brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1656399143,"share":"https://www.laohu8.com/m/news/2246776163?lang=&edition=full","pubTime":"2022-06-28 14:52","market":"hk","language":"en","title":"China Cuts COVID Quarantine Time for International Travellers","url":"https://stock-news.laohu8.com/highlight/detail?id=2246776163","media":"Reuters","summary":"BEIJING, June 28 (Reuters) - China will halve to seven days its COVID-19 quarantine period for visit","content":"<html><head></head><body><p>BEIJING, June 28 (Reuters) - China will halve to seven days its COVID-19 quarantine period for visitors from overseas, with a further three days spent at home, health authorities said on Tuesday.</p><p>The change came in the National Health Commission&#39;s latest guideline on measures against the disease.</p><p>Following seven days spent in centralised facilities, travellers face three days of at-home medical observation, it added, versus seven previously.</p><p>Stocks of tourism and catering in Hong Kong rallied and Trip.com soared more than 20%.</p><p><img src=\"https://static.tigerbbs.com/e64b2489435aa53eb2edbdd886475a9f\" tg-width=\"359\" tg-height=\"715\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/9921acd09fb887bbfc9706b586f830dd\" tg-width=\"369\" tg-height=\"711\" referrerpolicy=\"no-referrer\"/></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>China Cuts COVID Quarantine Time for International Travellers</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nChina Cuts COVID Quarantine Time for International Travellers\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-06-28 14:52</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>BEIJING, June 28 (Reuters) - China will halve to seven days its COVID-19 quarantine period for visitors from overseas, with a further three days spent at home, health authorities said on Tuesday.</p><p>The change came in the National Health Commission&#39;s latest guideline on measures against the disease.</p><p>Following seven days spent in centralised facilities, travellers face three days of at-home medical observation, it added, versus seven previously.</p><p>Stocks of tourism and catering in Hong Kong rallied and Trip.com soared more than 20%.</p><p><img src=\"https://static.tigerbbs.com/e64b2489435aa53eb2edbdd886475a9f\" tg-width=\"359\" tg-height=\"715\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/9921acd09fb887bbfc9706b586f830dd\" tg-width=\"369\" tg-height=\"711\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"399001":"深证成指","399006":"创业板指","HSTECH":"恒生科技指数","000001.SH":"上证指数","HSI":"恒生指数"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2246776163","content_text":"BEIJING, June 28 (Reuters) - China will halve to seven days its COVID-19 quarantine period for visitors from overseas, with a further three days spent at home, health authorities said on Tuesday.The change came in the National Health Commission's latest guideline on measures against the disease.Following seven days spent in centralised facilities, travellers face three days of at-home medical observation, it added, versus seven previously.Stocks of tourism and catering in Hong Kong rallied and Trip.com soared more than 20%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":29,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}