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MervKJ

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2021-08-05

Nice

What's Next For The S&P 500: 10% Pullback or Rolling Correction?

2021-03-09

Hmm

The Stocks Rotation Ride Is Real, and Violent

2021-02-01

$FuelCell(FCEL)$Buy in now and hold. Protential to shootup.

2021-03-09

Hmm

How To Invest In A Down Market

2021-02-19

$Evogene(EVGN)$Hold it and be paitent. good to buy more now. It always go down b4 shooting up higher. Itsnot about this stock weak but its the marketas whole went down.Time to build warehouse.

2021-03-22

Hmm

Big Insider Stock Buys at Microsoft, Lowe’s, and Walmart

2021-03-19

$FuelCell(FCEL)$Gd time to buy

2021-03-04

Hmm

Stocks are flat as market struggles to rebound from back-to-back losses

2021-02-25

$FuelCell(FCEL)$had great Protential

2021-08-04

Gd

Sorry, the original content has been removed

2021-08-04

Nice

Citi Cuts Tech-Heavy U.S. Stocks on Treasury Yield Surge Call

2021-06-25

Nice

Sorry, the original content has been removed

2021-03-23

Hmm

7 Stocks To Watch For March 23, 2021

2021-03-17

Hmm

5 Stocks To Watch For March 17, 2021

2021-03-15

Hmm

Sorry, the original content has been removed

2021-03-09

Hmm

The Stocks Rotation Ride Is Real, and Violent

2021-03-08

Hmm

4 of Robinhood's Top 10 Stocks Could Lose 50% (or More)

2021-03-02

Hmm

10-year Treasury yield continues to retreat from last week's high

2021-03-26

Hmm

Dow rises more than 100 points amid tame inflation data, bank shares lead

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18:08","market":"us","language":"en","title":"What's Next For The S&P 500: 10% Pullback or Rolling Correction?","url":"https://stock-news.laohu8.com/highlight/detail?id=1121866583","media":"zacks","summary":"The market has become increasingly rational as this 16-month bull market matures, and index-based up","content":"<p>The market has become increasingly rational as this 16-month bull market matures, and index-based upside potential dwindles every additional percentage they rally. This is a stock picker's market. Quality stocks in well-positioned sectors will have much higher upside potential than most index-tracking ETFs for the remainder of 2021.</p>\n<p>The S&amp;P 500 hasn't seen a pullback of more than 5% so far this year and hasn't seen an actual correction (a pullback of 10% or more) since last September, which was quickly bought back up once that down 10% mark was reached. Despite this blue-chip benchmark not exhibiting any material sell-off, over 90% of its 505 components have experienced a 10% or larger correction in 2021 thus far.</p>\n<p><b>Rotations In &amp; Out of Growth &amp; Value</b></p>\n<p>Investors have kept the stock market's bull drive alive by rotating in and out of growth and value sectors as portfolio's position for the reopening at the beginning of the year, then turned back to growth stocks when the yield surge began to fade mid-May. This performance deviation is clearly illustrated below with Vanguard's growth-oriented ETF (VUG Quick QuoteVUG-Free Report) in the candlesticks and its value-focused ETF (VTV Quick QuoteVTV-Free Report) represented by the orange line.</p>\n<p><img src=\"https://static.tigerbbs.com/80d0680692ab8ada950167692164017e\" tg-width=\"620\" tg-height=\"408\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>Image Source: TradingView</p>\n<p>The year-to-date performance divergence between these two stock groupings illustrates that investors &amp; traders are not buying indiscriminately. Meaning that judgment is going into every trade decision (aka stock picking), causing the market to deflate overstretched areas and reallocate into relatively cheaper spaces.</p>\n<p><b>Accelerating Annualized Returns</b></p>\n<p>The S&amp;P 500 has remained above an extraordinary 75% annualized return trendline for over 16 months now. Unfortunately, this rate of return isn't even close to sustainable.</p>\n<p>The S&amp;P 500 has averaged 12% upside a year over the past 3 decades. However, the average annual growth rate has aged like fine wine. This blue-chip benchmark has demonstrated an average annualized return of nearly 15% over the past decade, and if narrowed down to just the last 5 years, those annual gains go up to over 16%.</p>\n<p>The stock market is experiencing swelling average annual gains because of the rapid acceleration of technology that continuously accelerates companies' and our economy's growth outlook. I expect to see continued annualized return acceleration over the next decade as tech makes up a growing portion of the public equity market. Nevertheless, a rolling 75% annualized return out of the S&amp;P 500 isn't viable.</p>\n<p>There may be too much sideline capital (a record 5.5 trillion in money market funds, according to Goldman Sachs (GS Quick QuoteGS-Free Report) for the market to entirely correct. Still, we are due for consolidation over the next few months, aka a rolling correction.</p>\n<p>We are now entering a pivotal point in this maturing market cycle. Q2 earnings season has been tremendous thus far, with earnings soaring 105% on sales up over 22% from a year ago. 91% of the reported companies beating EPS estimates, and over 86% beat top-line projections. The richly valued tech sector has demonstrated awe-inspiring Q2 results, with 100% of them exceeding EPS estimates and over 96% beating on revenues, which seemingly justified frothy valuations in the space.</p>\n<p>However, analysts are projecting peak earnings growth to be in the rear-view mirror as Q2 earnings season wraps up, and at these rich multiples, valuation compression may be in order. Even with these exceptional quarterly reports and growing full-year estimates, we have seen an undue level of profit-pulling and defensive market positioning. The resurging COVID fears and anticipated shift in monetary policy also weigh on bullish sentiment.</p>\n<p>Nevertheless, the enormous amount of cash on the bench is still being put to work, with every marginal dip being bought right back up. The national consumer savings rate in the US sits sizably above the last decade's average. Americans are not only participating in the public equity market at a record rate, but they also have plenty of liquidity to keep buying their favorite stocks.</p>\n<p>Stocks remain the most attractive asset class, with negative real interest rates in the bond market, sky-high commodity prices, highly volatile crypto prices, and pricing pressure that most publicly traded companies have been able to easily transfer to their end-markets (illustrated by Q2 margin results).</p>\n<p>I expect to see a rolling correction, reflected by a consolidating stock market, instead of this 10%+ correction that analysts have been postulating. Range-bound indexes(less than 10% swings) for some time (month or two) would have the same valuation compressing effect as an all-out correction because earnings would be growing while prices remain muted, leading to shrinking P/E multiples (aka rolling correction).</p>\n<p>I foresee a sideways broader market trade until the Delta-variant is no longer a global concern. I remain bullish on stocks for the remaining 5 months of 2021 and am confident that the S&amp;P 500 will close out the year higher than it is trading at today.</p>","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>What's Next For The S&P 500: 10% Pullback or Rolling Correction?</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\">\nWhat's Next For The S&P 500: 10% Pullback or Rolling Correction?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-05 18:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.zacks.com/commentary/1773639/whats-next-for-the-sp-500-10-pullback-or-rolling-correction?&art_rec=home-home-investment_ideas_stocks-ID09-txt-1278004><strong>zacks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The market has become increasingly rational as this 16-month bull market matures, and index-based upside potential dwindles every additional percentage they rally. This is a stock picker's market. ...</p>\n\n<a href=\"https://www.zacks.com/commentary/1773639/whats-next-for-the-sp-500-10-pullback-or-rolling-correction?&art_rec=home-home-investment_ideas_stocks-ID09-txt-1278004\">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"},"source_url":"https://www.zacks.com/commentary/1773639/whats-next-for-the-sp-500-10-pullback-or-rolling-correction?&art_rec=home-home-investment_ideas_stocks-ID09-txt-1278004","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121866583","content_text":"The market has become increasingly rational as this 16-month bull market matures, and index-based upside potential dwindles every additional percentage they rally. This is a stock picker's market. Quality stocks in well-positioned sectors will have much higher upside potential than most index-tracking ETFs for the remainder of 2021.\nThe S&P 500 hasn't seen a pullback of more than 5% so far this year and hasn't seen an actual correction (a pullback of 10% or more) since last September, which was quickly bought back up once that down 10% mark was reached. Despite this blue-chip benchmark not exhibiting any material sell-off, over 90% of its 505 components have experienced a 10% or larger correction in 2021 thus far.\nRotations In & Out of Growth & Value\nInvestors have kept the stock market's bull drive alive by rotating in and out of growth and value sectors as portfolio's position for the reopening at the beginning of the year, then turned back to growth stocks when the yield surge began to fade mid-May. This performance deviation is clearly illustrated below with Vanguard's growth-oriented ETF (VUG Quick QuoteVUG-Free Report) in the candlesticks and its value-focused ETF (VTV Quick QuoteVTV-Free Report) represented by the orange line.\n\nImage Source: TradingView\nThe year-to-date performance divergence between these two stock groupings illustrates that investors & traders are not buying indiscriminately. Meaning that judgment is going into every trade decision (aka stock picking), causing the market to deflate overstretched areas and reallocate into relatively cheaper spaces.\nAccelerating Annualized Returns\nThe S&P 500 has remained above an extraordinary 75% annualized return trendline for over 16 months now. Unfortunately, this rate of return isn't even close to sustainable.\nThe S&P 500 has averaged 12% upside a year over the past 3 decades. However, the average annual growth rate has aged like fine wine. This blue-chip benchmark has demonstrated an average annualized return of nearly 15% over the past decade, and if narrowed down to just the last 5 years, those annual gains go up to over 16%.\nThe stock market is experiencing swelling average annual gains because of the rapid acceleration of technology that continuously accelerates companies' and our economy's growth outlook. I expect to see continued annualized return acceleration over the next decade as tech makes up a growing portion of the public equity market. Nevertheless, a rolling 75% annualized return out of the S&P 500 isn't viable.\nThere may be too much sideline capital (a record 5.5 trillion in money market funds, according to Goldman Sachs (GS Quick QuoteGS-Free Report) for the market to entirely correct. Still, we are due for consolidation over the next few months, aka a rolling correction.\nWe are now entering a pivotal point in this maturing market cycle. Q2 earnings season has been tremendous thus far, with earnings soaring 105% on sales up over 22% from a year ago. 91% of the reported companies beating EPS estimates, and over 86% beat top-line projections. The richly valued tech sector has demonstrated awe-inspiring Q2 results, with 100% of them exceeding EPS estimates and over 96% beating on revenues, which seemingly justified frothy valuations in the space.\nHowever, analysts are projecting peak earnings growth to be in the rear-view mirror as Q2 earnings season wraps up, and at these rich multiples, valuation compression may be in order. Even with these exceptional quarterly reports and growing full-year estimates, we have seen an undue level of profit-pulling and defensive market positioning. The resurging COVID fears and anticipated shift in monetary policy also weigh on bullish sentiment.\nNevertheless, the enormous amount of cash on the bench is still being put to work, with every marginal dip being bought right back up. The national consumer savings rate in the US sits sizably above the last decade's average. Americans are not only participating in the public equity market at a record rate, but they also have plenty of liquidity to keep buying their favorite stocks.\nStocks remain the most attractive asset class, with negative real interest rates in the bond market, sky-high commodity prices, highly volatile crypto prices, and pricing pressure that most publicly traded companies have been able to easily transfer to their end-markets (illustrated by Q2 margin results).\nI expect to see a rolling correction, reflected by a consolidating stock market, instead of this 10%+ correction that analysts have been postulating. Range-bound indexes(less than 10% swings) for some time (month or two) would have the same valuation compressing effect as an all-out correction because earnings would be growing while prices remain muted, leading to shrinking P/E multiples (aka rolling correction).\nI foresee a sideways broader market trade until the Delta-variant is no longer a global concern. I remain bullish on stocks for the remaining 5 months of 2021 and am confident that the S&P 500 will close out the year higher than it is trading at today.","news_type":1},"isVote":1,"tweetType":1,"viewCount":313,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":890960847,"gmtCreate":1628076790189,"gmtModify":1703500739537,"author":{"id":"3574047516831606","authorId":"3574047516831606","name":"MervKJ","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Gd","listText":"Gd","text":"Gd","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/890960847","repostId":"1187165636","repostType":4,"isVote":1,"tweetType":1,"viewCount":451,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":890960940,"gmtCreate":1628076771480,"gmtModify":1703500739049,"author":{"id":"3574047516831606","authorId":"3574047516831606","name":"MervKJ","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/890960940","repostId":"1137127820","repostType":4,"repost":{"id":"1137127820","pubTimestamp":1628076215,"share":"https://www.laohu8.com/m/news/1137127820?lang=&edition=full","pubTime":"2021-08-04 19:23","market":"us","language":"en","title":"Citi Cuts Tech-Heavy U.S. Stocks on Treasury Yield Surge Call","url":"https://stock-news.laohu8.com/highlight/detail?id=1137127820","media":"Bloomberg","summary":"Growth recovery will fuel rise in Treasury yields to 2%: Citi.\nStrategists cut U.S. stocks, prefer J","content":"<ul>\n <li>Growth recovery will fuel rise in Treasury yields to 2%: Citi.</li>\n <li>Strategists cut U.S. stocks, prefer Japan and U.K. markets.</li>\n</ul>\n<p>U.S. stock market returns may suffer as economic recovery and possible monetary tightening are set to fuel a surge in Treasury yields, according to Citigroup Inc. strategists.</p>\n<p>Citi downgraded U.S. stocks to neutral from overweight on Wednesday due to the large prevalence of tech companies, which are vulnerable to higher rates. The recent rally in government bonds will be temporary before macro growth fuels a rise in 10-year yields to 2% into 2022, according to Robert Buckland and his colleagues.</p>\n<p>Bonds have been rebounding in recent months, pushing the 10-year yield down to 1.18% amid a resurgence in Covid-19 cases and concerns that the global recovery isn’t as strong as expected. With the S&amp;P 500 trading at record highs, a possible resumption of the ascent in yields could make the stock market, and growth shares in particular, vulnerable to selloffs.</p>\n<p><img src=\"https://static.tigerbbs.com/c30dae15743966495185f73dc8fd5e5e\" tg-width=\"1200\" tg-height=\"675\" width=\"100%\" height=\"auto\">“The U.S. equity market is more vulnerable to higher real yields because it has a heavy growth stock weighting,” the Citi strategists said in a note.</p>\n<p>At the same time, Citi says a jump in Treasury yields is unlikely to be “fatal” for global equities because of strong early-cycle earnings growth supporting risk sentiment. The strategists expect the two factors to cancel each other out over the next 12 months, predicting flat returns for the MSCI World Index by mid-2022.</p>\n<p>Citi upgraded Japanese equities to overweight, citing cheap valuations and sensitivity to global cyclical recovery. It also kept U.K. stocks at overweight thanks to their positive correlation to higher bond yields. Among equity sectors, financials and materials will benefit from a rise in borrowing costs, the strategists say.</p>\n<p>According to a Bloomberg survey of forecasters, the 10-year Treasury rate will rise to about 1.8% by the end of 2021. Bearish Citi strategists point to technical factors behind the recent drop in yields, such as the unwinding of short positions and supply dynamics, with the march toward 2% likely to resume soon.</p>\n<p></p>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Citi Cuts Tech-Heavy U.S. Stocks on Treasury Yield Surge Call</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 Cuts Tech-Heavy U.S. Stocks on Treasury Yield Surge Call\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-04 19:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2021-08-04/citi-cuts-tech-heavy-u-s-stocks-on-treasury-yield-surge-call?srnd=markets-vp><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Growth recovery will fuel rise in Treasury yields to 2%: Citi.\nStrategists cut U.S. stocks, prefer Japan and U.K. markets.\n\nU.S. stock market returns may suffer as economic recovery and possible ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2021-08-04/citi-cuts-tech-heavy-u-s-stocks-on-treasury-yield-surge-call?srnd=markets-vp\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF",".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://www.bloomberg.com/news/articles/2021-08-04/citi-cuts-tech-heavy-u-s-stocks-on-treasury-yield-surge-call?srnd=markets-vp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137127820","content_text":"Growth recovery will fuel rise in Treasury yields to 2%: Citi.\nStrategists cut U.S. stocks, prefer Japan and U.K. markets.\n\nU.S. stock market returns may suffer as economic recovery and possible monetary tightening are set to fuel a surge in Treasury yields, according to Citigroup Inc. strategists.\nCiti downgraded U.S. stocks to neutral from overweight on Wednesday due to the large prevalence of tech companies, which are vulnerable to higher rates. The recent rally in government bonds will be temporary before macro growth fuels a rise in 10-year yields to 2% into 2022, according to Robert Buckland and his colleagues.\nBonds have been rebounding in recent months, pushing the 10-year yield down to 1.18% amid a resurgence in Covid-19 cases and concerns that the global recovery isn’t as strong as expected. With the S&P 500 trading at record highs, a possible resumption of the ascent in yields could make the stock market, and growth shares in particular, vulnerable to selloffs.\n“The U.S. equity market is more vulnerable to higher real yields because it has a heavy growth stock weighting,” the Citi strategists said in a note.\nAt the same time, Citi says a jump in Treasury yields is unlikely to be “fatal” for global equities because of strong early-cycle earnings growth supporting risk sentiment. The strategists expect the two factors to cancel each other out over the next 12 months, predicting flat returns for the MSCI World Index by mid-2022.\nCiti upgraded Japanese equities to overweight, citing cheap valuations and sensitivity to global cyclical recovery. It also kept U.K. stocks at overweight thanks to their positive correlation to higher bond yields. Among equity sectors, financials and materials will benefit from a rise in borrowing costs, the strategists say.\nAccording to a Bloomberg survey of forecasters, the 10-year Treasury rate will rise to about 1.8% by the end of 2021. Bearish Citi strategists point to technical factors behind the recent drop in yields, such as the unwinding of short positions and supply dynamics, with the march toward 2% likely to resume soon.","news_type":1},"isVote":1,"tweetType":1,"viewCount":742,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":176335965,"gmtCreate":1626860393657,"gmtModify":1703479449192,"author":{"id":"3574047516831606","authorId":"3574047516831606","name":"MervKJ","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/EVK\">$Ever-Glory(EVK)$</a>Any idea whats rhe situation?","listText":"<a href=\"https://laohu8.com/S/EVK\">$Ever-Glory(EVK)$</a>Any idea whats rhe situation?","text":"$Ever-Glory(EVK)$Any idea whats rhe situation?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/176335965","isVote":1,"tweetType":1,"viewCount":220,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":159817851,"gmtCreate":1624955407073,"gmtModify":1703848762104,"author":{"id":"3574047516831606","authorId":"3574047516831606","name":"MervKJ","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"To the moon","listText":"To the moon","text":"To the moon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/159817851","repostId":"159804259","repostType":1,"repost":{"id":159804259,"gmtCreate":1624953965971,"gmtModify":1703848717948,"author":{"id":"3579084264842641","authorId":"3579084264842641","name":"eniamreg","avatar":"https://static.tigerbbs.com/9971e3582f33956e53b83bbc5cea9de3","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ATOS\">$Atossa Genetics(ATOS)$</a>any surprise tonight??? ???","listText":"<a href=\"https://laohu8.com/S/ATOS\">$Atossa Genetics(ATOS)$</a>any surprise tonight??? ???","text":"$Atossa Genetics(ATOS)$any surprise tonight??? ???","images":[{"img":"https://static.tigerbbs.com/c9ae96455b7c201fa078906e5f434e5c","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/159804259","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":262,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":126548776,"gmtCreate":1624579927095,"gmtModify":1703840729066,"author":{"id":"3574047516831606","authorId":"3574047516831606","name":"MervKJ","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/126548776","repostId":"2146202596","repostType":4,"isVote":1,"tweetType":1,"viewCount":433,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":121015477,"gmtCreate":1624443997899,"gmtModify":1703836849270,"author":{"id":"3574047516831606","authorId":"3574047516831606","name":"MervKJ","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ATOS\">$Atossa Genetics(ATOS)$</a>Why dropping?","listText":"<a href=\"https://laohu8.com/S/ATOS\">$Atossa Genetics(ATOS)$</a>Why dropping?","text":"$Atossa Genetics(ATOS)$Why dropping?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/121015477","isVote":1,"tweetType":1,"viewCount":295,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":123758312,"gmtCreate":1624440683536,"gmtModify":1703836756644,"author":{"id":"3574047516831606","authorId":"3574047516831606","name":"MervKJ","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"why dropping??","listText":"why dropping??","text":"why dropping??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/123758312","isVote":1,"tweetType":1,"viewCount":569,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":356125217,"gmtCreate":1616765836739,"gmtModify":1704798588317,"author":{"id":"3574047516831606","authorId":"3574047516831606","name":"MervKJ","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Hmm","listText":"Hmm","text":"Hmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/356125217","repostId":"1104998749","repostType":4,"repost":{"id":"1104998749","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1616765504,"share":"https://www.laohu8.com/m/news/1104998749?lang=&edition=full","pubTime":"2021-03-26 21:31","market":"us","language":"en","title":"Dow rises more than 100 points amid tame inflation data, bank shares lead","url":"https://stock-news.laohu8.com/highlight/detail?id=1104998749","media":"Tiger Newspress","summary":"U.S. stocks climbed on Friday, led by bank shares and economic reopening plays as investors cheered ","content":"<p>U.S. stocks climbed on Friday, led by bank shares and economic reopening plays as investors cheered data showing subdued inflation.</p><p>The Dow Jones Industrial Average gained 118 points. The S&amp;P 500 rose 0.4%, while the Nasdaq Composite climbed 0.2%.</p><p><img src=\"https://static.tigerbbs.com/5467cdbacf419736bd8452e030e0c531\" tg-width=\"1036\" tg-height=\"443\" referrerpolicy=\"no-referrer\"></p><p>Bank stocks rose after the Fed announced that banks could&nbsp;resume buybacks and raise dividends starting at the end of June. The central bank originally said it would lift pandemic era restrictions in the first quarter, but even the delayed move gives investors more clarity.</p><p>Shares of JPMorgan rose 1.5%, while Bank of America advanced 2%. Goldman Sachs gained 1%.</p><p>Classic reopening plays built on the momentum from the previous session. American Airlines climbed 1%, while Royal Caribbean, Carnival and Norwegian Cruise Line all climbed more than 1%.</p><p>The core personal consumption expenditure price index, which strips out volatile food and energy prices, rose 0.1% month over month, matching expectations from economists polled by Dow Jones. Year over year, the gauge climbed 1.4%, slightly lower than a 1.5% estimate.</p><p>The move in futures comes after&nbsp;stocks bounced in afternoon trading on Thursday, with the Dow swinging more than 500 points as cyclical trades gained steam. The strong close broke a recent trend of poor finishes on Wall Street and trimmed the market’s week-to-date losses. The Dow and S&amp;P 500 are now down less than 0.1% for the week, while the Nasdaq Composite is in the red by 1.8%.</p><p>“If you’re positioned the way we are, which is for a cyclical recovery and being overweight the value sectors, certainly you can’t run a victory lap here. But it is nice to see, after the last six days, that some of the trends that have been in place for the better part of six months seem to be reasserting themselves,” Jason Trennert, CEO of Strategas Research Partners, said on CNBC’s “Closing Bell.”</p>","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>Dow rises more than 100 points amid tame inflation data, bank shares lead</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\">\nDow rises more than 100 points amid tame inflation data, bank shares lead\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-03-26 21:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>U.S. stocks climbed on Friday, led by bank shares and economic reopening plays as investors cheered data showing subdued inflation.</p><p>The Dow Jones Industrial Average gained 118 points. The S&amp;P 500 rose 0.4%, while the Nasdaq Composite climbed 0.2%.</p><p><img src=\"https://static.tigerbbs.com/5467cdbacf419736bd8452e030e0c531\" tg-width=\"1036\" tg-height=\"443\" referrerpolicy=\"no-referrer\"></p><p>Bank stocks rose after the Fed announced that banks could&nbsp;resume buybacks and raise dividends starting at the end of June. The central bank originally said it would lift pandemic era restrictions in the first quarter, but even the delayed move gives investors more clarity.</p><p>Shares of JPMorgan rose 1.5%, while Bank of America advanced 2%. Goldman Sachs gained 1%.</p><p>Classic reopening plays built on the momentum from the previous session. American Airlines climbed 1%, while Royal Caribbean, Carnival and Norwegian Cruise Line all climbed more than 1%.</p><p>The core personal consumption expenditure price index, which strips out volatile food and energy prices, rose 0.1% month over month, matching expectations from economists polled by Dow Jones. Year over year, the gauge climbed 1.4%, slightly lower than a 1.5% estimate.</p><p>The move in futures comes after&nbsp;stocks bounced in afternoon trading on Thursday, with the Dow swinging more than 500 points as cyclical trades gained steam. The strong close broke a recent trend of poor finishes on Wall Street and trimmed the market’s week-to-date losses. The Dow and S&amp;P 500 are now down less than 0.1% for the week, while the Nasdaq Composite is in the red by 1.8%.</p><p>“If you’re positioned the way we are, which is for a cyclical recovery and being overweight the value sectors, certainly you can’t run a victory lap here. But it is nice to see, after the last six days, that some of the trends that have been in place for the better part of six months seem to be reasserting themselves,” Jason Trennert, CEO of Strategas Research Partners, said on CNBC’s “Closing Bell.”</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1104998749","content_text":"U.S. stocks climbed on Friday, led by bank shares and economic reopening plays as investors cheered data showing subdued inflation.The Dow Jones Industrial Average gained 118 points. The S&P 500 rose 0.4%, while the Nasdaq Composite climbed 0.2%.Bank stocks rose after the Fed announced that banks could resume buybacks and raise dividends starting at the end of June. The central bank originally said it would lift pandemic era restrictions in the first quarter, but even the delayed move gives investors more clarity.Shares of JPMorgan rose 1.5%, while Bank of America advanced 2%. Goldman Sachs gained 1%.Classic reopening plays built on the momentum from the previous session. American Airlines climbed 1%, while Royal Caribbean, Carnival and Norwegian Cruise Line all climbed more than 1%.The core personal consumption expenditure price index, which strips out volatile food and energy prices, rose 0.1% month over month, matching expectations from economists polled by Dow Jones. Year over year, the gauge climbed 1.4%, slightly lower than a 1.5% estimate.The move in futures comes after stocks bounced in afternoon trading on Thursday, with the Dow swinging more than 500 points as cyclical trades gained steam. The strong close broke a recent trend of poor finishes on Wall Street and trimmed the market’s week-to-date losses. The Dow and S&P 500 are now down less than 0.1% for the week, while the Nasdaq Composite is in the red by 1.8%.“If you’re positioned the way we are, which is for a cyclical recovery and being overweight the value sectors, certainly you can’t run a victory lap here. But it is nice to see, after the last six days, that some of the trends that have been in place for the better part of six months seem to be reasserting themselves,” Jason Trennert, CEO of Strategas Research Partners, said on CNBC’s “Closing Bell.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":408,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":358326202,"gmtCreate":1616664742406,"gmtModify":1704797096246,"author":{"id":"3574047516831606","authorId":"3574047516831606","name":"MervKJ","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"time to build warehouse","listText":"time to build warehouse","text":"time to build warehouse","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/358326202","isVote":1,"tweetType":1,"viewCount":463,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":353215852,"gmtCreate":1616500606276,"gmtModify":1704794898969,"author":{"id":"3574047516831606","authorId":"3574047516831606","name":"MervKJ","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Hmm","listText":"Hmm","text":"Hmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/353215852","repostId":"2121488575","repostType":4,"repost":{"id":"2121488575","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1616500386,"share":"https://www.laohu8.com/m/news/2121488575?lang=&edition=full","pubTime":"2021-03-23 19:53","market":"us","language":"en","title":"7 Stocks To Watch For March 23, 2021","url":"https://stock-news.laohu8.com/highlight/detail?id=2121488575","media":"Benzinga","summary":"Some of the stocks that may grab investor focus today are:\n\nWall Street expects  IHS Markit Ltd (NYSE: INFO) to report quarterly earnings at $0.70 per share on revenue of $1.11 billion before the opening bell. IHS Markit shares fell 0.6% to $94.07 in after-hours trading.","content":"<p>Some of the stocks that may grab investor focus today are:</p>\n<p>Wall Street expects <b> IHS <a href=\"https://laohu8.com/S/MRKT\">Markit</a> Ltd</b> (NYSE:INFO) to report quarterly earnings at $0.70 per share on revenue of $1.11 billion before the opening bell. IHS Markit shares fell 0.6% to $94.07 in after-hours trading.</p>\n<p><b>Microsoft Corporation </b>(NASDAQ:MSFT) is in talks to acquire Discord Inc. for more than $10 billion, Bloomberg reported. Microsoft shares rose 0.03% to $236.06 in the after-hours trading session.</p>\n<p>Analysts are expecting <b><a href=\"https://laohu8.com/S/ADBE\">Adobe</a> Inc </b>(NASDAQ:ADBE) to have earned $2.78 per share on revenue of $3.76 billion for the latest quarter. The company will release earnings after the markets close. Adobe shares rose 0.2% to $453.40 in after-hours trading.</p>\n<p><b>Banc of California, Inc. </b>(NYSE:BANC) reported the purchase of<b> Pacific Mercantile Bancorp </b>(NASDAQ:PMBC) for $9.77 per share in an all-stock deal. Pacific Mercantile shares fell 1.8% to close at $8.06, while Banc of California shares fell 4.5% to close at $19.54 on Monday.</p>\n<p>Analysts expect<b> GameStop Corp. </b>(NYSE:GME) to post quarterly earnings at $1.35 per share on revenue of $2.21 billion after the closing bell. GameStop shares fell 1% to $192.58 in after-hours trading.</p>\n<p>After the markets close, <b>AAR Corp. </b>(NYSE:AIR) to post quarterly earnings at $0.29 per share on revenue of $414.62 million. AAR shares fell 1.7% to close at $41.58 on Monday.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>7 Stocks To Watch For March 23, 2021</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n7 Stocks To Watch For March 23, 2021\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/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-03-23 19:53</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>Some of the stocks that may grab investor focus today are:</p>\n<p>Wall Street expects <b> IHS <a href=\"https://laohu8.com/S/MRKT\">Markit</a> Ltd</b> (NYSE:INFO) to report quarterly earnings at $0.70 per share on revenue of $1.11 billion before the opening bell. IHS Markit shares fell 0.6% to $94.07 in after-hours trading.</p>\n<p><b>Microsoft Corporation </b>(NASDAQ:MSFT) is in talks to acquire Discord Inc. for more than $10 billion, Bloomberg reported. Microsoft shares rose 0.03% to $236.06 in the after-hours trading session.</p>\n<p>Analysts are expecting <b><a href=\"https://laohu8.com/S/ADBE\">Adobe</a> Inc </b>(NASDAQ:ADBE) to have earned $2.78 per share on revenue of $3.76 billion for the latest quarter. The company will release earnings after the markets close. Adobe shares rose 0.2% to $453.40 in after-hours trading.</p>\n<p><b>Banc of California, Inc. </b>(NYSE:BANC) reported the purchase of<b> Pacific Mercantile Bancorp </b>(NASDAQ:PMBC) for $9.77 per share in an all-stock deal. Pacific Mercantile shares fell 1.8% to close at $8.06, while Banc of California shares fell 4.5% to close at $19.54 on Monday.</p>\n<p>Analysts expect<b> GameStop Corp. </b>(NYSE:GME) to post quarterly earnings at $1.35 per share on revenue of $2.21 billion after the closing bell. GameStop shares fell 1% to $192.58 in after-hours trading.</p>\n<p>After the markets close, <b>AAR Corp. </b>(NYSE:AIR) to post quarterly earnings at $0.29 per share on revenue of $414.62 million. AAR shares fell 1.7% to close at $41.58 on Monday.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ADBE":"Adobe","BANC":"BANC OF CALIFORNIA","AIR":"AAR公司","GME":"游戏驿站","PMBC":"太平洋商业合众银行","MSFT":"微软","INFO":"IHS Markit Ltd."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2121488575","content_text":"Some of the stocks that may grab investor focus today are:\nWall Street expects  IHS Markit Ltd (NYSE:INFO) to report quarterly earnings at $0.70 per share on revenue of $1.11 billion before the opening bell. IHS Markit shares fell 0.6% to $94.07 in after-hours trading.\nMicrosoft Corporation (NASDAQ:MSFT) is in talks to acquire Discord Inc. for more than $10 billion, Bloomberg reported. Microsoft shares rose 0.03% to $236.06 in the after-hours trading session.\nAnalysts are expecting Adobe Inc (NASDAQ:ADBE) to have earned $2.78 per share on revenue of $3.76 billion for the latest quarter. The company will release earnings after the markets close. Adobe shares rose 0.2% to $453.40 in after-hours trading.\nBanc of California, Inc. (NYSE:BANC) reported the purchase of Pacific Mercantile Bancorp (NASDAQ:PMBC) for $9.77 per share in an all-stock deal. Pacific Mercantile shares fell 1.8% to close at $8.06, while Banc of California shares fell 4.5% to close at $19.54 on Monday.\nAnalysts expect GameStop Corp. (NYSE:GME) to post quarterly earnings at $1.35 per share on revenue of $2.21 billion after the closing bell. GameStop shares fell 1% to $192.58 in after-hours trading.\nAfter the markets close, AAR Corp. (NYSE:AIR) to post quarterly earnings at $0.29 per share on revenue of $414.62 million. AAR shares fell 1.7% to close at $41.58 on Monday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":326,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":359533465,"gmtCreate":1616411023357,"gmtModify":1704793670440,"author":{"id":"3574047516831606","authorId":"3574047516831606","name":"MervKJ","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Hmm","listText":"Hmm","text":"Hmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/359533465","repostId":"1162978648","repostType":4,"repost":{"id":"1162978648","pubTimestamp":1616407258,"share":"https://www.laohu8.com/m/news/1162978648?lang=&edition=full","pubTime":"2021-03-22 18:00","market":"us","language":"en","title":"Big Insider Stock Buys at Microsoft, Lowe’s, and Walmart","url":"https://stock-news.laohu8.com/highlight/detail?id=1162978648","media":"Barrons","summary":"As the stock market rose to record levels in recent weeks, insiders at some large companies have mad","content":"<p>As the stock market rose to record levels in recent weeks, insiders at some large companies have made large purchases of stock.</p>\n<p>Directors atMicrosoft(ticker: MSFT), Lowe’s (LOW), andWalmart(WMT), and an executive atKeurig Dr Pepper(KDP) have made million-dollar open-market purchases of stock. For all of them, it was their first stock purchases as company insiders on the open market.</p>\n<p>Emma Walmsley paid $1 million on March 10 for 4,300 Microsoft shares, an average per-share price of $236.80. She now owns 5,026 shares of the software giant,according to a formshe filed with the Securities and Exchange Commission. Walmsley, the CEO of GlaxoSmithKline (GSK),joined Microsoft’s boardin December 2019.</p>\n<p>Microsoft stock has gained 3.6% year to date, compared with the 4.2% rise in theS&amp;P 500 index,a broad measure of the market. Microsoft’searnings have been strong. Earlier this month, an analyst wrote anupbeat reportabout the shares.</p>\n<p>Walmsley declined to comment on her recent purchase of Microsoft stock beyond the filing.</p>\n<p>David Batchelderpaid $1 million for 6,250 Lowe’s shareson Feb. 26, a per-share average price of $159.48. He made the purchases through a trust that now owns 28,250 shares of the home-improvement retailer.</p>\n<p>Batchelder, aLowe’s director since 2018, was a founder, principal, and member of the investment committee at Relational Investor. Lowe’s didn’t respond to a request to make him available for comment on his stock purchase.</p>\n<p>Lowe’s stock has risen 11.8% so far in 2021. Shares have performed well during the coronavirus pandemic, and at least one analyst thinks Lowe’s stock can riseas the economy reopens. Ahousing recoverylooks set to benefit the retailer as well.</p>\n<p>Randall Stephenson &nbsp;joined Walmart’s board, effective March 3. Less than a week later, on March 8, hepaid $1 million for 7,725 sharesof the retailing giant, a per-share average price of $129.63.</p>\n<p>Walmart didn’t respond to a request to make Stephenson, a former chairman and CEO of AT&amp;T (T), available for comment on his stock purchase.</p>\n<p>Walmart stock has slipped 8.6% so far in 2021.Mixed fourth-quarter earnings, reported in February, sent shares sliding. We’ve noted that Walmart could make abig splash in bankingsoon.</p>\n<p>Justin Whitmorejoined Keurig Dr Peppereffective March 1 as chief strategy officer. Two weeks later, on March 15, Whitmorepaid $1.2 million for 37,384 sharesof the beverage company, an average price of $33.30 each.</p>\n<p>Keurig Dr Pepper didn’t respond to a request to make Whitmore available for comment on his stock purchase.</p>\n<p>Shares have gained 6.7% so far in 2021. After amixed fourth-quarter reportin January, Keurig Dr Pepper CEO Robert Gamgort pointed to the company’s “strong market execution across our entire portfolio.” Earlier this month, an analystdowngraded Keurig Dr Pepper stockto Equal Weight from Overweight, and wrote that the valuation was “no longer compelling.”</p>","source":"lsy1601382232898","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>Big Insider Stock Buys at Microsoft, Lowe’s, and Walmart</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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\">\nBig Insider Stock Buys at Microsoft, Lowe’s, and Walmart\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-22 18:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/big-insider-stock-buys-microsoft-lowes-walmart-keurig-51616191237?mod=RTA><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>As the stock market rose to record levels in recent weeks, insiders at some large companies have made large purchases of stock.\nDirectors atMicrosoft(ticker: MSFT), Lowe’s (LOW), andWalmart(WMT), and ...</p>\n\n<a href=\"https://www.barrons.com/articles/big-insider-stock-buys-microsoft-lowes-walmart-keurig-51616191237?mod=RTA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"WMT":"沃尔玛","LOW":"劳氏","MSFT":"微软"},"source_url":"https://www.barrons.com/articles/big-insider-stock-buys-microsoft-lowes-walmart-keurig-51616191237?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162978648","content_text":"As the stock market rose to record levels in recent weeks, insiders at some large companies have made large purchases of stock.\nDirectors atMicrosoft(ticker: MSFT), Lowe’s (LOW), andWalmart(WMT), and an executive atKeurig Dr Pepper(KDP) have made million-dollar open-market purchases of stock. For all of them, it was their first stock purchases as company insiders on the open market.\nEmma Walmsley paid $1 million on March 10 for 4,300 Microsoft shares, an average per-share price of $236.80. She now owns 5,026 shares of the software giant,according to a formshe filed with the Securities and Exchange Commission. Walmsley, the CEO of GlaxoSmithKline (GSK),joined Microsoft’s boardin December 2019.\nMicrosoft stock has gained 3.6% year to date, compared with the 4.2% rise in theS&P 500 index,a broad measure of the market. Microsoft’searnings have been strong. Earlier this month, an analyst wrote anupbeat reportabout the shares.\nWalmsley declined to comment on her recent purchase of Microsoft stock beyond the filing.\nDavid Batchelderpaid $1 million for 6,250 Lowe’s shareson Feb. 26, a per-share average price of $159.48. He made the purchases through a trust that now owns 28,250 shares of the home-improvement retailer.\nBatchelder, aLowe’s director since 2018, was a founder, principal, and member of the investment committee at Relational Investor. Lowe’s didn’t respond to a request to make him available for comment on his stock purchase.\nLowe’s stock has risen 11.8% so far in 2021. Shares have performed well during the coronavirus pandemic, and at least one analyst thinks Lowe’s stock can riseas the economy reopens. Ahousing recoverylooks set to benefit the retailer as well.\nRandall Stephenson  joined Walmart’s board, effective March 3. Less than a week later, on March 8, hepaid $1 million for 7,725 sharesof the retailing giant, a per-share average price of $129.63.\nWalmart didn’t respond to a request to make Stephenson, a former chairman and CEO of AT&T (T), available for comment on his stock purchase.\nWalmart stock has slipped 8.6% so far in 2021.Mixed fourth-quarter earnings, reported in February, sent shares sliding. We’ve noted that Walmart could make abig splash in bankingsoon.\nJustin Whitmorejoined Keurig Dr Peppereffective March 1 as chief strategy officer. Two weeks later, on March 15, Whitmorepaid $1.2 million for 37,384 sharesof the beverage company, an average price of $33.30 each.\nKeurig Dr Pepper didn’t respond to a request to make Whitmore available for comment on his stock purchase.\nShares have gained 6.7% so far in 2021. After amixed fourth-quarter reportin January, Keurig Dr Pepper CEO Robert Gamgort pointed to the company’s “strong market execution across our entire portfolio.” Earlier this month, an analystdowngraded Keurig Dr Pepper stockto Equal Weight from Overweight, and wrote that the valuation was “no longer compelling.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":422,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":350959852,"gmtCreate":1616152952576,"gmtModify":1704791594877,"author":{"id":"3574047516831606","authorId":"3574047516831606","name":"MervKJ","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Hmm","listText":"Hmm","text":"Hmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/350959852","repostId":"1143733672","repostType":4,"repost":{"id":"1143733672","pubTimestamp":1616152692,"share":"https://www.laohu8.com/m/news/1143733672?lang=&edition=full","pubTime":"2021-03-19 19:18","market":"us","language":"en","title":"Why Is Everyone (Still) Talking About GameStop Stock?","url":"https://stock-news.laohu8.com/highlight/detail?id=1143733672","media":"Motley Fool","summary":"It's a GameStop world. We're just living in it.GameStop(NYSE:GME)has to be 2021's most interesting s","content":"<blockquote><b>It's a GameStop world. We're just living in it.</b></blockquote><p><b>GameStop</b>(NYSE:GME)has to be 2021's most interesting stock. The video game retailer started to pick up momentum ahead of the launch of new game consoles from<b>Sony</b>and<b>Microsoft</b>last year, and over the past two months, short-squeeze mania and other big developments have led to incredible swings for the the company's share price.</p><p>GameStop's stock climbed as high as $483 per share during the height of short-squeeze mania. While the stock briefly returned to trading in the range of $50 per share, it's bounced back once again and traded at $201.75 at Thursday's close. That price represents a 971% increase year to date and a 4,715% increase from the $4.19 share price the stock had one year ago.</p><p>Why is GameStop surging, and what comes next?</p><p><b>How did we get here?</b></p><p>The start of GameStop's improbable, supercharged rally can be traced back to the introduction of Sony's PlayStation 5 console and Microsoft's Xbox Series X and Series S platforms in 2020. New console launches have historically led to a cyclical upcycle for GameStop's business and stock performance.</p><p>Pricing momentum created by the new hardware launches was further intensified by news that activist investor and<b>Chewy</b>co-founder Ryan Cohen was amassing a large stake in the company and would advocate for pushing the business toward an e-commerce focus.</p><p>From there, Reddit's WallStreetBets group began championing the stock as a potential target for a hugeshort squeeze. Social media users noticed that enormous short interest had amassed against GameStop -- and that a massive run for the stock could potentially be generated through a bit of favorable news and coordinated buying.</p><p>Prior to the first major short squeeze, GameStop had about 50 million shares of its stock outstanding. At the same time, roughly 70 million shares of the company's stock had been sold short -- meaning that investors had placed bets against more shares of the company's stock than actually existed.</p><p>Short interest exceeding the company's actual outstanding share count was made possible through a practice callednaked short selling, which allows bets to be placed against shares that haven't actually been borrowed. WallStreetBets members wound up being right about the squeeze, and GameStop bulls notched incredible gains as short-sellers were forced to buy back the stock at elevated levels in hopes of avoiding massive losses.</p><p>A combination of continued short-squeeze momentum and indications that the company would be aggressively pursuing its pivot to online retail have added new chapters to the story of GameStop's incredible rally, and it currently stands as one of the best-performing stocks of the year. Cohen has been appointed chairman of a new committee to accelerate the business's online retail push, a bounce for the stock has once again attracted new short interest, and theGameStopsaga rages on.</p><p><b>What's the shelf life of a \"meme stock?\"</b></p><p>A phenomenal surge in retail trading activity has helped bring about the rise of \"meme stocks\" -- a name given to equities that see huge momentum after gaining favor in online discussion communities. Sometimes these stocks wind up seeing big gains just by virtue of being the fad, or meme, of the moment, but many investors are now trading these companies solely on volatility and with no real concern for fundamentals.</p><p>GameStop is the reigning king of the meme stocks, and it could see more big gains with additional squeeze momentum. But what about the actual business and the online retail pivot?</p><p>GameStop has struggled for years as video game software sales have moved to digital channels, and the company has a lengthy history of failed growth bets under its belt.</p><p>Trying to move into smartphone and mobile service retail was a bust, as was its push into selling other non-gaming tech hardware. Hinging a big part of its growth story on geek culture merchandise (think T-shirts and<b>Funko</b>'s character figurines) didn't really pan out either. Efforts to move into video game software development and subscription service packages were duds, and recent experiments with turning some of its stores into esports social hubs seem unlikely to become a real growth driver.</p><p>Previous efforts to boost the company's online retail footprint were also somewhat underwhelming. It's possible that the company is finally ready to emerge as a leaner, more effective e-commerce business, and the company's appointment of Cohen to steer the pivot is encouraging. However, GameStop will have to manage the ongoing decline of its brick-and-mortar business and incur substantial expenses as its moves away from that segment and ramps up its e-commerce initiatives.</p><p>As the stock emerges from short-squeeze and meme-stock mania, the business is going to have to deliver an incredible series of wins in order to justify its current market capitalization of roughly $14 billion. The odds aren't in GameStop's favor, but it's shaping up to be an incredible story either way.</p>","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 Is Everyone (Still) Talking About GameStop 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\">\nWhy Is Everyone (Still) Talking About GameStop Stock?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-19 19:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/03/19/why-is-everyone-still-talking-about-gamestop-stock/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It's a GameStop world. We're just living in it.GameStop(NYSE:GME)has to be 2021's most interesting stock. The video game retailer started to pick up momentum ahead of the launch of new game consoles ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/03/19/why-is-everyone-still-talking-about-gamestop-stock/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GME":"游戏驿站"},"source_url":"https://www.fool.com/investing/2021/03/19/why-is-everyone-still-talking-about-gamestop-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143733672","content_text":"It's a GameStop world. We're just living in it.GameStop(NYSE:GME)has to be 2021's most interesting stock. The video game retailer started to pick up momentum ahead of the launch of new game consoles fromSonyandMicrosoftlast year, and over the past two months, short-squeeze mania and other big developments have led to incredible swings for the the company's share price.GameStop's stock climbed as high as $483 per share during the height of short-squeeze mania. While the stock briefly returned to trading in the range of $50 per share, it's bounced back once again and traded at $201.75 at Thursday's close. That price represents a 971% increase year to date and a 4,715% increase from the $4.19 share price the stock had one year ago.Why is GameStop surging, and what comes next?How did we get here?The start of GameStop's improbable, supercharged rally can be traced back to the introduction of Sony's PlayStation 5 console and Microsoft's Xbox Series X and Series S platforms in 2020. New console launches have historically led to a cyclical upcycle for GameStop's business and stock performance.Pricing momentum created by the new hardware launches was further intensified by news that activist investor andChewyco-founder Ryan Cohen was amassing a large stake in the company and would advocate for pushing the business toward an e-commerce focus.From there, Reddit's WallStreetBets group began championing the stock as a potential target for a hugeshort squeeze. Social media users noticed that enormous short interest had amassed against GameStop -- and that a massive run for the stock could potentially be generated through a bit of favorable news and coordinated buying.Prior to the first major short squeeze, GameStop had about 50 million shares of its stock outstanding. At the same time, roughly 70 million shares of the company's stock had been sold short -- meaning that investors had placed bets against more shares of the company's stock than actually existed.Short interest exceeding the company's actual outstanding share count was made possible through a practice callednaked short selling, which allows bets to be placed against shares that haven't actually been borrowed. WallStreetBets members wound up being right about the squeeze, and GameStop bulls notched incredible gains as short-sellers were forced to buy back the stock at elevated levels in hopes of avoiding massive losses.A combination of continued short-squeeze momentum and indications that the company would be aggressively pursuing its pivot to online retail have added new chapters to the story of GameStop's incredible rally, and it currently stands as one of the best-performing stocks of the year. Cohen has been appointed chairman of a new committee to accelerate the business's online retail push, a bounce for the stock has once again attracted new short interest, and theGameStopsaga rages on.What's the shelf life of a \"meme stock?\"A phenomenal surge in retail trading activity has helped bring about the rise of \"meme stocks\" -- a name given to equities that see huge momentum after gaining favor in online discussion communities. Sometimes these stocks wind up seeing big gains just by virtue of being the fad, or meme, of the moment, but many investors are now trading these companies solely on volatility and with no real concern for fundamentals.GameStop is the reigning king of the meme stocks, and it could see more big gains with additional squeeze momentum. But what about the actual business and the online retail pivot?GameStop has struggled for years as video game software sales have moved to digital channels, and the company has a lengthy history of failed growth bets under its belt.Trying to move into smartphone and mobile service retail was a bust, as was its push into selling other non-gaming tech hardware. Hinging a big part of its growth story on geek culture merchandise (think T-shirts andFunko's character figurines) didn't really pan out either. Efforts to move into video game software development and subscription service packages were duds, and recent experiments with turning some of its stores into esports social hubs seem unlikely to become a real growth driver.Previous efforts to boost the company's online retail footprint were also somewhat underwhelming. It's possible that the company is finally ready to emerge as a leaner, more effective e-commerce business, and the company's appointment of Cohen to steer the pivot is encouraging. However, GameStop will have to manage the ongoing decline of its brick-and-mortar business and incur substantial expenses as its moves away from that segment and ramps up its e-commerce initiatives.As the stock emerges from short-squeeze and meme-stock mania, the business is going to have to deliver an incredible series of wins in order to justify its current market capitalization of roughly $14 billion. The odds aren't in GameStop's favor, but it's shaping up to be an incredible story either way.","news_type":1},"isVote":1,"tweetType":1,"viewCount":316,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":350959137,"gmtCreate":1616152939129,"gmtModify":1704791594716,"author":{"id":"3574047516831606","authorId":"3574047516831606","name":"MervKJ","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Hmm","listText":"Hmm","text":"Hmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/350959137","repostId":"1177407243","repostType":4,"repost":{"id":"1177407243","pubTimestamp":1616152583,"share":"https://www.laohu8.com/m/news/1177407243?lang=&edition=full","pubTime":"2021-03-19 19:16","market":"us","language":"en","title":"Forget AMC Entertainment: These Stocks Will Make You Rich","url":"https://stock-news.laohu8.com/highlight/detail?id=1177407243","media":"Motley Fool","summary":"These innovative companies should run circles around Reddit darling AMC.\n\nOver the past two months, ","content":"<blockquote>\n These innovative companies should run circles around Reddit darling AMC.\n</blockquote>\n<p>Over the past two months, Wall Street has watched a new phenomenon take shape:the Reddit frenzy.</p>\n<p>Retail investors on Reddit's WallStreetBets (WSB) chat room have essentially banded together to buy shares andout-of-the-money call optionson stocks with high levels of short interest. The goal of the WSB community is to create a short squeeze that sends heavily shorted stocks rocketing higher. Since the vast majority of short-sellers are institutional investors and hedge funds, these retail investors view their actions as a way of getting back at the so-called \"big money.\"</p>\n<p>AMC is an extremely popular (and incredibly dangerous) investment</p>\n<p>Although<b>GameStop</b>is the unquestioned king of all Reddit stocks, movie theater chain<b>AMC Entertainment Holdings</b>(NYSE:AMC)easily slots in as the second-most-popular. AMC was one of the market's most short-sold stocks in late January, and its penny-stock share price acted as an insatiable lure for young investors.</p>\n<p>Beyond the Reddit frenzy, optimists are also encouraged by the reopening of the U.S. economy. Movie theaters in New York City and Los Angeles are beginning to reopen, and 21% of the U.S. population has received at least one dose of a coronavirus vaccine. A return to normal appears to be in sight, and investors are betting big on AMC to take advantage of this pent-up demand.</p>\n<p>Unfortunately, the \"buy AMC\" thesisis flawed. The reopening catalyst assumes that there'll be no setbacks in major markets, which is unlikely. It's not yet clear if enough Americans will get the vaccine, which suggests that herd immunity could be pushed further down the road. Coronavirus variants also threaten to diminish the effectiveness of vaccines authorized for emergency use.</p>\n<p>Even more concerning, AMCnarrowly avoided filing for bankruptcy protectionearlier this year. It was forced to sell close to 165 million shares of stock and issued more than $400 million in debt capital to step back from the bankruptcy ledge. If capacity limits don't ease somewhat quickly in key markets, I'm not certain AMC will have enough capital to survive the year -- especially if there are pandemic setbacks.</p>\n<p>But worst of all, AMC's core operating model is now threatened. With consumers stuck in their homes for roughly a year, select streaming services have become competitors.<b>AT&amp;T</b>&nbsp;subsidiary WarnerMedia isreleasing all of its movies in 2021 on HBO Maxthe same day they'll hit theaters.<b>Walt Disney</b>&nbsp;plans to do something similar with a couple of movies on its Disney+ streaming platform.</p>\n<p><b>Forget AMC: These innovative stocks can make you rich</b></p>\n<p>The point being that AMC is a dangerous investment that's liable to lose folks a lot of money. Instead of buying a company that's hanging on by a thread, I'd encourage you to consider purchasing the following three game-changing stocks, all of which have the tools to make you rich.</p>\n<p><b>Ping Identity</b></p>\n<p>Though there are a number of trends that offer double-digit growth potential this decade,cybersecurity might be the safest of the bunch. As more businesses push online and move their data (and that of their customers) onto the cloud, the onus of protecting this data is increasingly going to fall on third-party providers. That's where<b>Ping Identity Holding</b>(NYSE:PING)comes in.</p>\n<p>Whereas most security companies excelled during the pandemic, identity verification specialist Ping Identitystruggled a bit. Full-year sales were essentially flat, with a number of clients opting for one-year subscriptions instead of multiyear plans. But there's plenty of reason to believe that this weakness was pandemic-related and only temporary.</p>\n<p>Even though total sales were flat, the company's focus on subscription services helped boost annual recurring revenue (ARR) by 15% to $259.1 million. Ping also ended the year with 51 customers generating in excess of $1 million in ARR, which is up from 38 clients at the end of 2019. The company is clearly capable of scaling up its services with larger clients, and touts that its services are protecting 60% of Fortune 100 companies.</p>\n<p>What's more, 92% of its fourth-quarter sales were derived from subscriptions, and its subscription gross margin stood at 86% in that quarter of 2020. Even if its ARR growth were to motor along at, say, 15% for the next half-decade, it'd be pretty hard to overlook the cash flow potential when the company's subscriptions are generating 86% gross margin.</p>\n<p>Ping Identity is alsovery reasonably priced. Whereas most cybersecurity stocks are valued at 20 times sales or higher, Ping can be scooped up for around 7 times forecast sales in 2021. It just might be the best value among cybersecurity stocks.</p>\n<p><b>Cresco Labs</b></p>\n<p>Marijuana stocksshould be big-time winners throughout the decade, regardless of what happens with cannabis' classification in Washington. Operating in the most lucrative market in the world, the U.S., multistate operator (MSO)<b>Cresco Labs</b>(OTC:CRLBF)has the potential to make investors rich.</p>\n<p>As with most MSOs, Cresco's success will depend somewhat on its retail presence. The company entered the year with only 20 open dispensaries, but has been leaning on acquisitions to expand. Closing the Verdant Creations deal maximized its presence in Ohio, while the pending<b>Bluma Wellness</b>buyout will give the company a healthy presence in medical-marijuana-legal Florida.</p>\n<p>Yet what's interesting about Cresco Labs is that its retail game planmostly revolves around limited-license states. In particular, over 60% of its open locations are in states where the number of retail licenses is capped by regulators. Pushing into states with caps on dispensary licenses is a smart way for Cresco to build up its brand while facing minimal competition.</p>\n<p>However, thebigger growth driver for the companyis likely to be its wholesale operations. Even though wholesale cannabis offers lower margins than retail, Cresco has more than enough volume to overlook any margin differences. That's because it holds one of the highly coveted cannabis distribution licenses in California, which allows the company to place proprietary and third-party products into more than 575 dispensaries throughout the Golden State.</p>\n<p>With Cresco's projected growth surpassing many of its peers, it has a good chance to put some serious green into the pockets of its shareholders.</p>\n<p><b>Intuitive Surgical</b></p>\n<p>Lastly, investors should forget all about AMC Entertainment andbuy into a real game-changerin the healthcare sector,<b>Intuitive Surgical</b>(NASDAQ:ISRG).</p>\n<p>Intuitive Surgical is best known for its robotic-assisted surgical system, the da Vinci, which allows surgeons to make precise incisions that can reduce scarring and shorten hospital stays. For insurers, it can lead to higher up-front costs, but reduce extended hospital stays that can prove even costlier.</p>\n<p>The da Vinci system is the unquestioned leader in robotic-assisted surgery. Intuitive has placed close to 6,000 of its machines worldwide since 2000, which is more than all of the company's competitors combined. The company has been able to build priceless rapport with surgeons in hospitals and surgical centers, which makes ithighly unlikelythat we'll see its clients switch to a competing system.</p>\n<p>But it's not just the company's overwhelming competitive edge that makes it such an attractive stock. Its operating model isdesigned to grow more efficient over time. As more da Vinci systems are installed, a higher percentage of sales will be derived from segments with juicier margins, such as instruments and accessories sold with each procedure, as well as system servicing.</p>\n<p>Intuitive Surgical is just beginning to realize its opportunity with its innovative soft-tissue surgical solutions. Expect the da Vinci to pick up significant market share in thoracic, colorectal, and general soft-tissue procedures throughout the decade.</p>","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>Forget AMC Entertainment: These Stocks Will Make You Rich</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\">\nForget AMC Entertainment: These Stocks Will Make You Rich\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-19 19:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/03/19/forget-amc-entertainment-these-stock-make-you-rich/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>These innovative companies should run circles around Reddit darling AMC.\n\nOver the past two months, Wall Street has watched a new phenomenon take shape:the Reddit frenzy.\nRetail investors on Reddit's ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/03/19/forget-amc-entertainment-these-stock-make-you-rich/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ISRG":"直觉外科公司","PING":"Ping Identity Holding","CRLBF":"Cresco Labs Inc."},"source_url":"https://www.fool.com/investing/2021/03/19/forget-amc-entertainment-these-stock-make-you-rich/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177407243","content_text":"These innovative companies should run circles around Reddit darling AMC.\n\nOver the past two months, Wall Street has watched a new phenomenon take shape:the Reddit frenzy.\nRetail investors on Reddit's WallStreetBets (WSB) chat room have essentially banded together to buy shares andout-of-the-money call optionson stocks with high levels of short interest. The goal of the WSB community is to create a short squeeze that sends heavily shorted stocks rocketing higher. Since the vast majority of short-sellers are institutional investors and hedge funds, these retail investors view their actions as a way of getting back at the so-called \"big money.\"\nAMC is an extremely popular (and incredibly dangerous) investment\nAlthoughGameStopis the unquestioned king of all Reddit stocks, movie theater chainAMC Entertainment Holdings(NYSE:AMC)easily slots in as the second-most-popular. AMC was one of the market's most short-sold stocks in late January, and its penny-stock share price acted as an insatiable lure for young investors.\nBeyond the Reddit frenzy, optimists are also encouraged by the reopening of the U.S. economy. Movie theaters in New York City and Los Angeles are beginning to reopen, and 21% of the U.S. population has received at least one dose of a coronavirus vaccine. A return to normal appears to be in sight, and investors are betting big on AMC to take advantage of this pent-up demand.\nUnfortunately, the \"buy AMC\" thesisis flawed. The reopening catalyst assumes that there'll be no setbacks in major markets, which is unlikely. It's not yet clear if enough Americans will get the vaccine, which suggests that herd immunity could be pushed further down the road. Coronavirus variants also threaten to diminish the effectiveness of vaccines authorized for emergency use.\nEven more concerning, AMCnarrowly avoided filing for bankruptcy protectionearlier this year. It was forced to sell close to 165 million shares of stock and issued more than $400 million in debt capital to step back from the bankruptcy ledge. If capacity limits don't ease somewhat quickly in key markets, I'm not certain AMC will have enough capital to survive the year -- especially if there are pandemic setbacks.\nBut worst of all, AMC's core operating model is now threatened. With consumers stuck in their homes for roughly a year, select streaming services have become competitors.AT&T subsidiary WarnerMedia isreleasing all of its movies in 2021 on HBO Maxthe same day they'll hit theaters.Walt Disney plans to do something similar with a couple of movies on its Disney+ streaming platform.\nForget AMC: These innovative stocks can make you rich\nThe point being that AMC is a dangerous investment that's liable to lose folks a lot of money. Instead of buying a company that's hanging on by a thread, I'd encourage you to consider purchasing the following three game-changing stocks, all of which have the tools to make you rich.\nPing Identity\nThough there are a number of trends that offer double-digit growth potential this decade,cybersecurity might be the safest of the bunch. As more businesses push online and move their data (and that of their customers) onto the cloud, the onus of protecting this data is increasingly going to fall on third-party providers. That's wherePing Identity Holding(NYSE:PING)comes in.\nWhereas most security companies excelled during the pandemic, identity verification specialist Ping Identitystruggled a bit. Full-year sales were essentially flat, with a number of clients opting for one-year subscriptions instead of multiyear plans. But there's plenty of reason to believe that this weakness was pandemic-related and only temporary.\nEven though total sales were flat, the company's focus on subscription services helped boost annual recurring revenue (ARR) by 15% to $259.1 million. Ping also ended the year with 51 customers generating in excess of $1 million in ARR, which is up from 38 clients at the end of 2019. The company is clearly capable of scaling up its services with larger clients, and touts that its services are protecting 60% of Fortune 100 companies.\nWhat's more, 92% of its fourth-quarter sales were derived from subscriptions, and its subscription gross margin stood at 86% in that quarter of 2020. Even if its ARR growth were to motor along at, say, 15% for the next half-decade, it'd be pretty hard to overlook the cash flow potential when the company's subscriptions are generating 86% gross margin.\nPing Identity is alsovery reasonably priced. Whereas most cybersecurity stocks are valued at 20 times sales or higher, Ping can be scooped up for around 7 times forecast sales in 2021. It just might be the best value among cybersecurity stocks.\nCresco Labs\nMarijuana stocksshould be big-time winners throughout the decade, regardless of what happens with cannabis' classification in Washington. Operating in the most lucrative market in the world, the U.S., multistate operator (MSO)Cresco Labs(OTC:CRLBF)has the potential to make investors rich.\nAs with most MSOs, Cresco's success will depend somewhat on its retail presence. The company entered the year with only 20 open dispensaries, but has been leaning on acquisitions to expand. Closing the Verdant Creations deal maximized its presence in Ohio, while the pendingBluma Wellnessbuyout will give the company a healthy presence in medical-marijuana-legal Florida.\nYet what's interesting about Cresco Labs is that its retail game planmostly revolves around limited-license states. In particular, over 60% of its open locations are in states where the number of retail licenses is capped by regulators. Pushing into states with caps on dispensary licenses is a smart way for Cresco to build up its brand while facing minimal competition.\nHowever, thebigger growth driver for the companyis likely to be its wholesale operations. Even though wholesale cannabis offers lower margins than retail, Cresco has more than enough volume to overlook any margin differences. That's because it holds one of the highly coveted cannabis distribution licenses in California, which allows the company to place proprietary and third-party products into more than 575 dispensaries throughout the Golden State.\nWith Cresco's projected growth surpassing many of its peers, it has a good chance to put some serious green into the pockets of its shareholders.\nIntuitive Surgical\nLastly, investors should forget all about AMC Entertainment andbuy into a real game-changerin the healthcare sector,Intuitive Surgical(NASDAQ:ISRG).\nIntuitive Surgical is best known for its robotic-assisted surgical system, the da Vinci, which allows surgeons to make precise incisions that can reduce scarring and shorten hospital stays. For insurers, it can lead to higher up-front costs, but reduce extended hospital stays that can prove even costlier.\nThe da Vinci system is the unquestioned leader in robotic-assisted surgery. Intuitive has placed close to 6,000 of its machines worldwide since 2000, which is more than all of the company's competitors combined. The company has been able to build priceless rapport with surgeons in hospitals and surgical centers, which makes ithighly unlikelythat we'll see its clients switch to a competing system.\nBut it's not just the company's overwhelming competitive edge that makes it such an attractive stock. Its operating model isdesigned to grow more efficient over time. As more da Vinci systems are installed, a higher percentage of sales will be derived from segments with juicier margins, such as instruments and accessories sold with each procedure, as well as system servicing.\nIntuitive Surgical is just beginning to realize its opportunity with its innovative soft-tissue surgical solutions. Expect the da Vinci to pick up significant market share in thoracic, colorectal, and general soft-tissue procedures throughout the decade.","news_type":1},"isVote":1,"tweetType":1,"viewCount":151,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":350918059,"gmtCreate":1616148396971,"gmtModify":1704791540599,"author":{"id":"3574047516831606","authorId":"3574047516831606","name":"MervKJ","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FCEL\">$FuelCell(FCEL)$</a>Gd time to buy","listText":"<a href=\"https://laohu8.com/S/FCEL\">$FuelCell(FCEL)$</a>Gd time to buy","text":"$FuelCell(FCEL)$Gd time to buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/350918059","isVote":1,"tweetType":1,"viewCount":543,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":327953093,"gmtCreate":1616053512612,"gmtModify":1704790254293,"author":{"id":"3574047516831606","authorId":"3574047516831606","name":"MervKJ","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Hmm","listText":"Hmm","text":"Hmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/327953093","repostId":"1138187457","repostType":4,"repost":{"id":"1138187457","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1616052603,"share":"https://www.laohu8.com/m/news/1138187457?lang=&edition=full","pubTime":"2021-03-18 15:30","market":"us","language":"en","title":"AMC Shares Spike On Complete Reopening Optimism: What You Need To Know","url":"https://stock-news.laohu8.com/highlight/detail?id=1138187457","media":"Benzinga","summary":"Shares of AMC Entertainment Holdings Inc. climbed almost 4% in extended trading on Wednesday after t","content":"<p>Shares of&nbsp;<b>AMC Entertainment Holdings Inc.</b>&nbsp;climbed almost 4% in extended trading on Wednesday after the movie theatre chainsaid98% of its U.S. locations will be open beginning Friday.</p>\n<p><b>What Happened:</b>With additional openings in the U.S. expected over the next week, AMC expects 99% of its U.S. circuit will be open by March 26.</p>\n<p>More than 40 AMC locations in California will reopen beginning Friday, including all 25 locations in Los Angeles County and all eight locations in San Diego County.</p>\n<p>The company expects 52 of its 54 California locations to be open by Monday including two brand new theatres in the Los Angeles area that will be serving guests for the first time ever.</p>\n<p>AMC Porter Ranch 9 at the Vineyards at Porter Ranch will open on Friday, March 19. AMC DINE-IN Montclair Place 12, the company’s newest dine-in location will open for the first time on Monday.</p>\n<p><b>Why It Matters:</b>AMC and other movie chains have been struggling following the closure of theatres amid the pandemic. The company now expects the rollout of Covid-19 vaccines in the U.S. and the release of blockbuster movie titles in the coming months to boost sales this year.</p>\n<p>It was&nbsp;reported&nbsp;last week that AMC is likely getting discounts on film-rental fees from&nbsp;<b>AT&amp;T Inc.’s</b>&nbsp;Tsubsidiary WarnerMedia. A discount on film-rental fees, which usually account for a huge share of a theatre chain’s costs, could boost AMC’s gross margins while it struggles with a&nbsp;cash crunch.</p>\n<p>Nevertheless, AMC’s stock has been popular among retail investors and surged in January along with other heavily-shorted stocks such as&nbsp;<b>GameStop Corp.</b>. These so-called meme stocks continue to see high retail investor interest in March, including from the Reddit community&nbsp;r/WallStreetBets.</p>\n<p><b>Price Action:</b>AMC Entertainment shares closed 4.2% higher on Wednesday at $13.56 and further rose 3.8% in the after-hours session.</p>\n<p></p>","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>AMC Shares Spike On Complete Reopening Optimism: What You Need To Know</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\">\nAMC Shares Spike On Complete Reopening Optimism: What You Need To Know\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/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-03-18 15:30</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>Shares of&nbsp;<b>AMC Entertainment Holdings Inc.</b>&nbsp;climbed almost 4% in extended trading on Wednesday after the movie theatre chainsaid98% of its U.S. locations will be open beginning Friday.</p>\n<p><b>What Happened:</b>With additional openings in the U.S. expected over the next week, AMC expects 99% of its U.S. circuit will be open by March 26.</p>\n<p>More than 40 AMC locations in California will reopen beginning Friday, including all 25 locations in Los Angeles County and all eight locations in San Diego County.</p>\n<p>The company expects 52 of its 54 California locations to be open by Monday including two brand new theatres in the Los Angeles area that will be serving guests for the first time ever.</p>\n<p>AMC Porter Ranch 9 at the Vineyards at Porter Ranch will open on Friday, March 19. AMC DINE-IN Montclair Place 12, the company’s newest dine-in location will open for the first time on Monday.</p>\n<p><b>Why It Matters:</b>AMC and other movie chains have been struggling following the closure of theatres amid the pandemic. The company now expects the rollout of Covid-19 vaccines in the U.S. and the release of blockbuster movie titles in the coming months to boost sales this year.</p>\n<p>It was&nbsp;reported&nbsp;last week that AMC is likely getting discounts on film-rental fees from&nbsp;<b>AT&amp;T Inc.’s</b>&nbsp;Tsubsidiary WarnerMedia. A discount on film-rental fees, which usually account for a huge share of a theatre chain’s costs, could boost AMC’s gross margins while it struggles with a&nbsp;cash crunch.</p>\n<p>Nevertheless, AMC’s stock has been popular among retail investors and surged in January along with other heavily-shorted stocks such as&nbsp;<b>GameStop Corp.</b>. These so-called meme stocks continue to see high retail investor interest in March, including from the Reddit community&nbsp;r/WallStreetBets.</p>\n<p><b>Price Action:</b>AMC Entertainment shares closed 4.2% higher on Wednesday at $13.56 and further rose 3.8% in the after-hours session.</p>\n<p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMC":"AMC院线"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138187457","content_text":"Shares of AMC Entertainment Holdings Inc. climbed almost 4% in extended trading on Wednesday after the movie theatre chainsaid98% of its U.S. locations will be open beginning Friday.\nWhat Happened:With additional openings in the U.S. expected over the next week, AMC expects 99% of its U.S. circuit will be open by March 26.\nMore than 40 AMC locations in California will reopen beginning Friday, including all 25 locations in Los Angeles County and all eight locations in San Diego County.\nThe company expects 52 of its 54 California locations to be open by Monday including two brand new theatres in the Los Angeles area that will be serving guests for the first time ever.\nAMC Porter Ranch 9 at the Vineyards at Porter Ranch will open on Friday, March 19. AMC DINE-IN Montclair Place 12, the company’s newest dine-in location will open for the first time on Monday.\nWhy It Matters:AMC and other movie chains have been struggling following the closure of theatres amid the pandemic. The company now expects the rollout of Covid-19 vaccines in the U.S. and the release of blockbuster movie titles in the coming months to boost sales this year.\nIt was reported last week that AMC is likely getting discounts on film-rental fees from AT&T Inc.’s Tsubsidiary WarnerMedia. A discount on film-rental fees, which usually account for a huge share of a theatre chain’s costs, could boost AMC’s gross margins while it struggles with a cash crunch.\nNevertheless, AMC’s stock has been popular among retail investors and surged in January along with other heavily-shorted stocks such as GameStop Corp.. These so-called meme stocks continue to see high retail investor interest in March, including from the Reddit community r/WallStreetBets.\nPrice Action:AMC Entertainment shares closed 4.2% higher on Wednesday at $13.56 and further rose 3.8% in the after-hours session.","news_type":1},"isVote":1,"tweetType":1,"viewCount":182,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":324131812,"gmtCreate":1615972576436,"gmtModify":1704789105282,"author":{"id":"3574047516831606","authorId":"3574047516831606","name":"MervKJ","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Hmm","listText":"Hmm","text":"Hmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/324131812","repostId":"1185741358","repostType":4,"repost":{"id":"1185741358","pubTimestamp":1615972422,"share":"https://www.laohu8.com/m/news/1185741358?lang=&edition=full","pubTime":"2021-03-17 17:13","market":"us","language":"en","title":"5 Stocks To Watch For March 17, 2021","url":"https://stock-news.laohu8.com/highlight/detail?id=1185741358","media":"Benzinga","summary":"Wall Street expects Cintas Corporation CTAS to report quarterly earnings at $2.19 per share on reven","content":"<ul><li>Wall Street expects&nbsp;<b>Cintas Corporation</b>&nbsp;CTAS&nbsp;to report quarterly earnings at $2.19 per share on revenue of $1.75 billion before the opening bell. Cintas shares fell 1% to close at $347.95 on Tuesday.</li><li><b>Lennar Corporation</b>LENreported better-than-expected results for its first quarter on Tuesday. Lennar shares gained 1.6% to $90.10 in the after-hours trading session.</li><li>Analysts are expecting<b>Williams-Sonoma, Inc.</b>WSMto have earned $3.39 per share on revenue of $2.17 billion for the latest quarter. The company will release earnings after the markets close. Williams-Sonoma shares rose 0.2% to $138.81 in after-hours trading.</li><li><b>Coupa Software Inc</b>COUPreported upbeat results for its fourth quarter and issued strong sales guidance. Coupa Software shares gained 2% to $277.50 in the after-hours trading session.</li><li>Analysts expect<b>Lands' End, Inc.</b>LEto report quarterly earnings at $0.55 per share on revenue of $530.87 million before the opening bell. Lands' End shares climbed 9.4% to $38.50 in the after-hours trading session.</li></ul>","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>5 Stocks To Watch For March 17, 2021</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n5 Stocks To Watch For March 17, 2021\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-17 17:13 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/news/earnings/21/03/20207864/5-stocks-to-watch-for-march-17-2021><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Wall Street expects Cintas Corporation CTAS to report quarterly earnings at $2.19 per share on revenue of $1.75 billion before the opening bell. Cintas shares fell 1% to close at $347.95 on Tuesday....</p>\n\n<a href=\"https://www.benzinga.com/news/earnings/21/03/20207864/5-stocks-to-watch-for-march-17-2021\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CTAS":"信达思"},"source_url":"https://www.benzinga.com/news/earnings/21/03/20207864/5-stocks-to-watch-for-march-17-2021","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185741358","content_text":"Wall Street expects Cintas Corporation CTAS to report quarterly earnings at $2.19 per share on revenue of $1.75 billion before the opening bell. Cintas shares fell 1% to close at $347.95 on Tuesday.Lennar CorporationLENreported better-than-expected results for its first quarter on Tuesday. Lennar shares gained 1.6% to $90.10 in the after-hours trading session.Analysts are expectingWilliams-Sonoma, Inc.WSMto have earned $3.39 per share on revenue of $2.17 billion for the latest quarter. The company will release earnings after the markets close. Williams-Sonoma shares rose 0.2% to $138.81 in after-hours trading.Coupa Software IncCOUPreported upbeat results for its fourth quarter and issued strong sales guidance. Coupa Software shares gained 2% to $277.50 in the after-hours trading session.Analysts expectLands' End, Inc.LEto report quarterly earnings at $0.55 per share on revenue of $530.87 million before the opening bell. Lands' End shares climbed 9.4% to $38.50 in the after-hours trading session.","news_type":1},"isVote":1,"tweetType":1,"viewCount":352,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":322156508,"gmtCreate":1615786514804,"gmtModify":1704786469089,"author":{"id":"3574047516831606","authorId":"3574047516831606","name":"MervKJ","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Hmm","listText":"Hmm","text":"Hmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/322156508","repostId":"1184730448","repostType":4,"isVote":1,"tweetType":1,"viewCount":238,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":323415452,"gmtCreate":1615367288676,"gmtModify":1704781715950,"author":{"id":"3574047516831606","authorId":"3574047516831606","name":"MervKJ","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FCEL\">$FuelCell(FCEL)$</a>19buckz today?","listText":"<a href=\"https://laohu8.com/S/FCEL\">$FuelCell(FCEL)$</a>19buckz today?","text":"$FuelCell(FCEL)$19buckz today?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/323415452","isVote":1,"tweetType":1,"viewCount":101,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":323507958,"gmtCreate":1615351672174,"gmtModify":1704781540766,"author":{"id":"3574047516831606","authorId":"3574047516831606","name":"MervKJ","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Hmm","listText":"Hmm","text":"Hmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/323507958","repostId":"1140398434","repostType":4,"repost":{"id":"1140398434","pubTimestamp":1615349081,"share":"https://www.laohu8.com/m/news/1140398434?lang=&edition=full","pubTime":"2021-03-10 12:04","market":"us","language":"en","title":"Tech bounces back — Here's what analysts say investors should watch","url":"https://stock-news.laohu8.com/highlight/detail?id=1140398434","media":"cnbc","summary":"Tech stocks led a market rallyon Tuesday asbond yields declined.\nThe tech-heavyNasdaq 100rallied mor","content":"<div>\n<p>Tech stocks led a market rallyon Tuesday asbond yields declined.\nThe tech-heavyNasdaq 100rallied more than 4% in its best day since early November.\nHere's what market experts said about the move.\nMike...</p>\n\n<a href=\"https://www.cnbc.com/2021/03/09/tech-stocks-bounce-back-what-experts-say-investors-should-watch.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tech bounces back — Here's what analysts say investors should watch</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\">\nTech bounces back — Here's what analysts say investors should watch\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-10 12:04 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/03/09/tech-stocks-bounce-back-what-experts-say-investors-should-watch.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tech stocks led a market rallyon Tuesday asbond yields declined.\nThe tech-heavyNasdaq 100rallied more than 4% in its best day since early November.\nHere's what market experts said about the move.\nMike...</p>\n\n<a href=\"https://www.cnbc.com/2021/03/09/tech-stocks-bounce-back-what-experts-say-investors-should-watch.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite"},"source_url":"https://www.cnbc.com/2021/03/09/tech-stocks-bounce-back-what-experts-say-investors-should-watch.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1140398434","content_text":"Tech stocks led a market rallyon Tuesday asbond yields declined.\nThe tech-heavyNasdaq 100rallied more than 4% in its best day since early November.\nHere's what market experts said about the move.\nMike Wilson, chief investment officer at Morgan Stanley, said recent weakness afflicted highly valued stocks, not just tech.\n\"It's not tech per se. It's expensive stocks, and some of those happen to be in the tech bucket. There's also expensive stocks in biotech, and there's expensive stocks even in nontech groups. And what's really changed in the last two or three months is that the bond market has woken up to the idea that actually the back end is going to move out, and so the narrative three months ago was that 'rates can't go up, they won't go up, the Fed won't let it happen.' But here we are, 1.5%, 1.6% [for the 10-year]. And so now the equity market is accepting this idea that it was inevitable. And we're adjusting. So I don't think this is the end of the bull market or the end of tech stocks per se, but it was an adjustment that was very necessary.\"\nDavid Kostin, chief U.S. equity strategist at Goldman Sachs, said tech is still a longer-term bet.\n\"The issue really is what's happening on the margin. We have huge fiscal stimulus coming, likely to be signed in the next day or so. We're likely to have very significant improvement in the vaccination process, more than 2 million people a day. So those things are about nearer-term activity, and that really does benefit an improvement of business fundamentals for some of the near-term, more cyclical-related stocks in the recovery trade, if you will. So if you want to think about longer term, sure, technology, secular growth, those are definitely tapping into some of the evolutions in what's happening in the economy, but near term, tactically it's likely to be cyclical.\"\nJim Grant, founder and editor of Grant's Interest Rate Observer, broke down the bond market.\n\"We have been in a 40-year bull market in bonds. Almost no one living on Wall Street today has any recollection of interest rates rising. We are predisposed to assume that rates go down, that seems natural. ... They are remarkably low when adjusted for inflation. As measured since 1962, as a saver, you'd get over 2.5 almost percentage points of real inflation-adjusted yield by owning the 10-year Treasury. Today you get exactly no real interest. ... So the value proposition for the 10-year Treasury, to me, is absolutely barren. There's nothing to be said as an investment for them.\"\nGabriela Santos, global market strategist at JPMorgan Asset Management, said it all comes back to earnings.\n\"I think one of the points we make is we're coming into this year with a much better outlook but with stretched valuations. So returns this year are really going to come from the change in earnings, and it's really the cyclical parts of the market that will see the biggest delta in earnings this year versus last year. Those are the kind of sectors that can absorb rising yields, that can really tap into this improvement in the economy. So just an example, financials will see a 40 percentage-point change in earnings, consumer discretionary 70 percentage points. If we look at health care, only 2 percentage points. Tech only 10%. So that's the reason why these rising bond yields related to rising growth benefits these more cyclical parts of the market.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":138,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":899359383,"gmtCreate":1628162873742,"gmtModify":1703502344919,"author":{"id":"3574047516831606","authorId":"3574047516831606","name":"MervKJ","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/899359383","repostId":"1121866583","repostType":4,"repost":{"id":"1121866583","pubTimestamp":1628158108,"share":"https://www.laohu8.com/m/news/1121866583?lang=&edition=full","pubTime":"2021-08-05 18:08","market":"us","language":"en","title":"What's Next For The S&P 500: 10% Pullback or Rolling Correction?","url":"https://stock-news.laohu8.com/highlight/detail?id=1121866583","media":"zacks","summary":"The market has become increasingly rational as this 16-month bull market matures, and index-based up","content":"<p>The market has become increasingly rational as this 16-month bull market matures, and index-based upside potential dwindles every additional percentage they rally. This is a stock picker's market. Quality stocks in well-positioned sectors will have much higher upside potential than most index-tracking ETFs for the remainder of 2021.</p>\n<p>The S&amp;P 500 hasn't seen a pullback of more than 5% so far this year and hasn't seen an actual correction (a pullback of 10% or more) since last September, which was quickly bought back up once that down 10% mark was reached. Despite this blue-chip benchmark not exhibiting any material sell-off, over 90% of its 505 components have experienced a 10% or larger correction in 2021 thus far.</p>\n<p><b>Rotations In &amp; Out of Growth &amp; Value</b></p>\n<p>Investors have kept the stock market's bull drive alive by rotating in and out of growth and value sectors as portfolio's position for the reopening at the beginning of the year, then turned back to growth stocks when the yield surge began to fade mid-May. This performance deviation is clearly illustrated below with Vanguard's growth-oriented ETF (VUG Quick QuoteVUG-Free Report) in the candlesticks and its value-focused ETF (VTV Quick QuoteVTV-Free Report) represented by the orange line.</p>\n<p><img src=\"https://static.tigerbbs.com/80d0680692ab8ada950167692164017e\" tg-width=\"620\" tg-height=\"408\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>Image Source: TradingView</p>\n<p>The year-to-date performance divergence between these two stock groupings illustrates that investors &amp; traders are not buying indiscriminately. Meaning that judgment is going into every trade decision (aka stock picking), causing the market to deflate overstretched areas and reallocate into relatively cheaper spaces.</p>\n<p><b>Accelerating Annualized Returns</b></p>\n<p>The S&amp;P 500 has remained above an extraordinary 75% annualized return trendline for over 16 months now. Unfortunately, this rate of return isn't even close to sustainable.</p>\n<p>The S&amp;P 500 has averaged 12% upside a year over the past 3 decades. However, the average annual growth rate has aged like fine wine. This blue-chip benchmark has demonstrated an average annualized return of nearly 15% over the past decade, and if narrowed down to just the last 5 years, those annual gains go up to over 16%.</p>\n<p>The stock market is experiencing swelling average annual gains because of the rapid acceleration of technology that continuously accelerates companies' and our economy's growth outlook. I expect to see continued annualized return acceleration over the next decade as tech makes up a growing portion of the public equity market. Nevertheless, a rolling 75% annualized return out of the S&amp;P 500 isn't viable.</p>\n<p>There may be too much sideline capital (a record 5.5 trillion in money market funds, according to Goldman Sachs (GS Quick QuoteGS-Free Report) for the market to entirely correct. Still, we are due for consolidation over the next few months, aka a rolling correction.</p>\n<p>We are now entering a pivotal point in this maturing market cycle. Q2 earnings season has been tremendous thus far, with earnings soaring 105% on sales up over 22% from a year ago. 91% of the reported companies beating EPS estimates, and over 86% beat top-line projections. The richly valued tech sector has demonstrated awe-inspiring Q2 results, with 100% of them exceeding EPS estimates and over 96% beating on revenues, which seemingly justified frothy valuations in the space.</p>\n<p>However, analysts are projecting peak earnings growth to be in the rear-view mirror as Q2 earnings season wraps up, and at these rich multiples, valuation compression may be in order. Even with these exceptional quarterly reports and growing full-year estimates, we have seen an undue level of profit-pulling and defensive market positioning. The resurging COVID fears and anticipated shift in monetary policy also weigh on bullish sentiment.</p>\n<p>Nevertheless, the enormous amount of cash on the bench is still being put to work, with every marginal dip being bought right back up. The national consumer savings rate in the US sits sizably above the last decade's average. Americans are not only participating in the public equity market at a record rate, but they also have plenty of liquidity to keep buying their favorite stocks.</p>\n<p>Stocks remain the most attractive asset class, with negative real interest rates in the bond market, sky-high commodity prices, highly volatile crypto prices, and pricing pressure that most publicly traded companies have been able to easily transfer to their end-markets (illustrated by Q2 margin results).</p>\n<p>I expect to see a rolling correction, reflected by a consolidating stock market, instead of this 10%+ correction that analysts have been postulating. Range-bound indexes(less than 10% swings) for some time (month or two) would have the same valuation compressing effect as an all-out correction because earnings would be growing while prices remain muted, leading to shrinking P/E multiples (aka rolling correction).</p>\n<p>I foresee a sideways broader market trade until the Delta-variant is no longer a global concern. I remain bullish on stocks for the remaining 5 months of 2021 and am confident that the S&amp;P 500 will close out the year higher than it is trading at today.</p>","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>What's Next For The S&P 500: 10% Pullback or Rolling Correction?</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\">\nWhat's Next For The S&P 500: 10% Pullback or Rolling Correction?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-05 18:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.zacks.com/commentary/1773639/whats-next-for-the-sp-500-10-pullback-or-rolling-correction?&art_rec=home-home-investment_ideas_stocks-ID09-txt-1278004><strong>zacks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The market has become increasingly rational as this 16-month bull market matures, and index-based upside potential dwindles every additional percentage they rally. This is a stock picker's market. ...</p>\n\n<a href=\"https://www.zacks.com/commentary/1773639/whats-next-for-the-sp-500-10-pullback-or-rolling-correction?&art_rec=home-home-investment_ideas_stocks-ID09-txt-1278004\">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"},"source_url":"https://www.zacks.com/commentary/1773639/whats-next-for-the-sp-500-10-pullback-or-rolling-correction?&art_rec=home-home-investment_ideas_stocks-ID09-txt-1278004","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121866583","content_text":"The market has become increasingly rational as this 16-month bull market matures, and index-based upside potential dwindles every additional percentage they rally. This is a stock picker's market. Quality stocks in well-positioned sectors will have much higher upside potential than most index-tracking ETFs for the remainder of 2021.\nThe S&P 500 hasn't seen a pullback of more than 5% so far this year and hasn't seen an actual correction (a pullback of 10% or more) since last September, which was quickly bought back up once that down 10% mark was reached. Despite this blue-chip benchmark not exhibiting any material sell-off, over 90% of its 505 components have experienced a 10% or larger correction in 2021 thus far.\nRotations In & Out of Growth & Value\nInvestors have kept the stock market's bull drive alive by rotating in and out of growth and value sectors as portfolio's position for the reopening at the beginning of the year, then turned back to growth stocks when the yield surge began to fade mid-May. This performance deviation is clearly illustrated below with Vanguard's growth-oriented ETF (VUG Quick QuoteVUG-Free Report) in the candlesticks and its value-focused ETF (VTV Quick QuoteVTV-Free Report) represented by the orange line.\n\nImage Source: TradingView\nThe year-to-date performance divergence between these two stock groupings illustrates that investors & traders are not buying indiscriminately. Meaning that judgment is going into every trade decision (aka stock picking), causing the market to deflate overstretched areas and reallocate into relatively cheaper spaces.\nAccelerating Annualized Returns\nThe S&P 500 has remained above an extraordinary 75% annualized return trendline for over 16 months now. Unfortunately, this rate of return isn't even close to sustainable.\nThe S&P 500 has averaged 12% upside a year over the past 3 decades. However, the average annual growth rate has aged like fine wine. This blue-chip benchmark has demonstrated an average annualized return of nearly 15% over the past decade, and if narrowed down to just the last 5 years, those annual gains go up to over 16%.\nThe stock market is experiencing swelling average annual gains because of the rapid acceleration of technology that continuously accelerates companies' and our economy's growth outlook. I expect to see continued annualized return acceleration over the next decade as tech makes up a growing portion of the public equity market. Nevertheless, a rolling 75% annualized return out of the S&P 500 isn't viable.\nThere may be too much sideline capital (a record 5.5 trillion in money market funds, according to Goldman Sachs (GS Quick QuoteGS-Free Report) for the market to entirely correct. Still, we are due for consolidation over the next few months, aka a rolling correction.\nWe are now entering a pivotal point in this maturing market cycle. Q2 earnings season has been tremendous thus far, with earnings soaring 105% on sales up over 22% from a year ago. 91% of the reported companies beating EPS estimates, and over 86% beat top-line projections. The richly valued tech sector has demonstrated awe-inspiring Q2 results, with 100% of them exceeding EPS estimates and over 96% beating on revenues, which seemingly justified frothy valuations in the space.\nHowever, analysts are projecting peak earnings growth to be in the rear-view mirror as Q2 earnings season wraps up, and at these rich multiples, valuation compression may be in order. Even with these exceptional quarterly reports and growing full-year estimates, we have seen an undue level of profit-pulling and defensive market positioning. The resurging COVID fears and anticipated shift in monetary policy also weigh on bullish sentiment.\nNevertheless, the enormous amount of cash on the bench is still being put to work, with every marginal dip being bought right back up. The national consumer savings rate in the US sits sizably above the last decade's average. Americans are not only participating in the public equity market at a record rate, but they also have plenty of liquidity to keep buying their favorite stocks.\nStocks remain the most attractive asset class, with negative real interest rates in the bond market, sky-high commodity prices, highly volatile crypto prices, and pricing pressure that most publicly traded companies have been able to easily transfer to their end-markets (illustrated by Q2 margin results).\nI expect to see a rolling correction, reflected by a consolidating stock market, instead of this 10%+ correction that analysts have been postulating. Range-bound indexes(less than 10% swings) for some time (month or two) would have the same valuation compressing effect as an all-out correction because earnings would be growing while prices remain muted, leading to shrinking P/E multiples (aka rolling correction).\nI foresee a sideways broader market trade until the Delta-variant is no longer a global concern. I remain bullish on stocks for the remaining 5 months of 2021 and am confident that the S&P 500 will close out the year higher than it is trading at today.","news_type":1},"isVote":1,"tweetType":1,"viewCount":313,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":329748535,"gmtCreate":1615283538427,"gmtModify":1704780566123,"author":{"id":"3574047516831606","authorId":"3574047516831606","name":"MervKJ","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Hmm","listText":"Hmm","text":"Hmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/329748535","repostId":"1142460432","repostType":4,"repost":{"id":"1142460432","pubTimestamp":1615283008,"share":"https://www.laohu8.com/m/news/1142460432?lang=&edition=full","pubTime":"2021-03-09 17:43","market":"us","language":"en","title":"The Stocks Rotation Ride Is Real, and Violent","url":"https://stock-news.laohu8.com/highlight/detail?id=1142460432","media":"Bloomberg","summary":"There’s no room left for doubt that a major shift is under way.\nRotation, Rotation, Rotation\nLast No","content":"<p>There’s no room left for doubt that a major shift is under way.</p>\n<p><b>Rotation, Rotation, Rotation</b></p>\n<p>Last November, when excellent vaccine test results sparked a surge in stocks that had suffered most from the pandemic lockdown, it was still possible to doubt whether there had been a true market rotation. The initial&nbsp;drama&nbsp;was followed by a month or two of dithering. That doubt is over. The market is unquestionably going through a major shift. The question is how long it will continue.</p>\n<p>Within the stock market, the rotation is most pronounced in the move from “momentum” stocks, which had previously been winning, to “value” companies, which look cheap compared to their fundamentals. That change, by Bloomberg’s measure, is about as violent as any in history:</p>\n<p><img src=\"https://static.tigerbbs.com/6386f1bd17b4e321382ee6a26f1e732d\" tg-width=\"1200\" tg-height=\"675\"></p>\n<p>The underlying driver for stocks is the bond market. The rotation toward&nbsp;higher yields in bonds has slowed a little but not stopped, and the benchmark 10-year Treasury yield topped 1.6% again in Monday trading. Its trend now appears to be plainly upward:</p>\n<p><img src=\"https://static.tigerbbs.com/d0ed893e22bdf9d9d36694e66417d87a\" tg-width=\"1200\" tg-height=\"675\"></p>\n<p>Underlying the move in bonds is a shift in views about the economy, driven in part by the news from Washington that Democrats should be able to push through a $1.9 trillion stimulus package. Meanwhile, there is also excitement over the fight against the pandemic, with the likely reopening date for the economy steadily moving forward. For one dramatic demonstration of this, watch the relative performance since the beginning of last year of Netflix Inc., a pure play on streaming at home, and Walt Disney Co., a bet on streaming content that also comes with a large theme park business. Disney still lags Netflix since the beginning of last year, but has outperformed it by almost 90% since its nadir last July:</p>\n<p><img src=\"https://static.tigerbbs.com/403e2b3fa7d95012d5e6269246099190\" tg-width=\"1200\" tg-height=\"675\"></p>\n<p>So, a rotation is under way. That raises many questions —&nbsp;far too many to answer here. But here are some of the more important issues.</p>\n<p><b>What’s Bubbling?</b></p>\n<p>The question of whether we are in a stock market bubble persists. A lot depends on how to account for the undoubted prop that the market receives from low bond yields. But to an extent, the point of a bubble is that it goes beyond a point where valuation matters; it is already overvalued and the question is how overvalued it can become. That is a question of mass psychology, which can be revealed in stock charts. This is one of those times when looking at patterns in prices can have some relevance.</p>\n<p>The greatest fear is that we are staging a repeat of the great dot-com bubble that burst almost exactly 21 years ago. Rather than look at the highly speculative dot-coms that went to market without profits or even revenues to their names, this chart compares the Nasdaq-100, a tech-dominated group of large companies, against the equal-weighted version of the S&amp;P 500, a measure of the performance of the “average stock.” As can be seen, this was a bubble for the ages:</p>\n<p><img src=\"https://static.tigerbbs.com/6f5d824bd0d01b4953bbda519d9a91ea\" tg-width=\"1200\" tg-height=\"675\"></p>\n<p>Over the year to the Nasdaq’s peak, the average stock went nowhere. And barely nine months after that, the index had given up all of its gains over the previous 12 months, and was lagging the average stock. Now, this is the same exercise repeated for the year running up to the Nasdaq-100’s high last month:</p>\n<p><img src=\"https://static.tigerbbs.com/555180102d590a989cf61e0477a0ae7a\" tg-width=\"1200\" tg-height=\"675\"></p>\n<p>Tech stocks became badly overpriced and are now having a correction that probably has further to go. Meanwhile the equal-weighted S&amp;P 500 is barely below its all-time high. At this level the Nasdaq-100, in behavioral terms,&nbsp;isn’t a repeat of 1999-2000.</p>\n<p>However, if we look at the most exciting stock of the moment, the Ark Innovation exchange-traded fund managed by Cathie Wood, we do see a pattern that’s distinctly reminiscent of the internet craze:</p>\n<p><img src=\"https://static.tigerbbs.com/687b2e418468de72b7c3c5fa4c6209ec\" tg-width=\"1200\" tg-height=\"675\"></p>\n<p>The stocks held by Ark are potential “disrupters” that are for the most part smaller than members of the Nasdaq-100 (Tesla Inc. is a big exception). Wood herself gave&nbsp;a great interview with Bloomberg TV&nbsp;in which she conceded that the market was “broadening,” which is a positive sign of recovering optimism. She also contended that the stocks faring best — such as banks, energy companies&nbsp;and auto manufacturers — are exactly the kind of businesses that stand to be disrupted in the long run by Ark’s investments. These are all valid arguments; buying Amazon.com Inc. in late 1999 proved to be a superlative 20-year investment, even if you had to wait a decade before you broke even. But at this point, the most exciting speculative stocks do look as though they’ve been&nbsp;partying like it’s 1999.</p>\n<p><b>Self-Stabilizers</b></p>\n<p>One point about market rotations is that they come with in-built stabilizers. For example, optimism on growth and fear of inflation leads to higher interest rates, which in turn dampen growth and inflation. This becomes a key question now. Estimates for U.S. growth in 2021 have risen sharply thanks to the success of its vaccine program. Forecasts for many other countries are actively declining due to vaccine disappointment. This means that yields are rising everywhere —&nbsp;but far faster in the U.S. than the rest of the developed world. The following charts from Credit Suisse Group AG demonstrate this nicely:</p>\n<p><img src=\"https://static.tigerbbs.com/abc0dc20ce12b638eb3d0ffcc8c40b0e\" tg-width=\"681\" tg-height=\"852\"></p>\n<p>How does this change things? If lots of foreigners pour into Treasuries to take advantage of the higher yields, then the yields won’t rise so much. This was a point that David Tepper, the hedge fund investor who runs Appaloosa Management, made early Monday, to much excitement. That effect hasn’t happened yet. Alternatively, the higher yields in the U.S. succeed in attracting flows that push the dollar up. A higher dollar tends to damp&nbsp;inflation. Over the last four years, there is a distinct tendency for the currency to follow the path set by the gap between U.S. and German bond yields, with a lag of a couple of months. And that is already happening:</p>\n<p><img src=\"https://static.tigerbbs.com/ad3285dc614eb4b0ededa421f50ffd7d\" tg-width=\"1200\" tg-height=\"675\"></p>\n<p>The dollar’s rebound has taken many by surprise, and it could change much of the presiding narrative of a big reflation this year. It could also derail&nbsp;investment in emerging markets. Higher Treasury yields have had their customary effect of messing up emerging market carry trades —&nbsp;the practice of borrowing in currencies with low rates and parking in countries with higher rates, pocketing the carry. A promising rebound for emerging carry trades looks as though it has been snuffed out:</p>\n<p><img src=\"https://static.tigerbbs.com/a7d87cf6d8b588ec38ec6fa81561f82b\" tg-width=\"1200\" tg-height=\"675\"></p>\n<p><b>Self-Fulfilling Prophecies</b></p>\n<p>Markets don’t just have their own stabilizers. They also have the ability to make a prophecy and know that it will come true. This could be about to happen in the great rotation between value and momentum.</p>\n<p>One popular trade among quants is to combine value and momentum. An objection is that the two will tend to cancel each other out, and much of the time they do. But every so often, there is a moment when value stocks have momentum, and the strategy goes into overdrive. Such a moment appears to be at hand.</p>\n<p>The following chart&nbsp;is from Mike Wilson, head U.S. equity strategist at Morgan Stanley, who points out that with the anniversary of the great selloff last March, the stocks that appear to have momentum over the last 12 months will change. Rather than being crowded with tech stocks, quants looking to buy “momentum stocks” will instead start to add banks and energy groups. So a rotation that started with a push from economic fundamentals could receive a second wind from technical factors:</p>\n<p><img src=\"https://static.tigerbbs.com/e1e4658b732782ed964dda7f66eed987\" tg-width=\"1022\" tg-height=\"654\"></p>\n<p>This isn’t&nbsp;so much a market stabilizer as a market destabilizer, driven by the weight of money wielded by institutions. This powerful effect could become more disruptive.</p>\n<p><b>The Power of Bonds</b></p>\n<p>So exactly how much influence do bonds have over stocks? I’d like to mention two interesting angles on this profound question. First, Deltec Bank &amp; Trust Ltd. makes the interesting point that when yields are at very low levels, bond volatility almost by definition gets that much greater when there is any rise. This is the way Hugo Rogers of Deltec puts it:</p>\n<blockquote>\n <i>In a way it is the certainty of ‘low forever’ rates and the unlimited buying potential that is most stimulative. This is reflected in bond volatility.&nbsp;But now that the post COVID recovery has begun, now inflation expectations are justifiably rising, and with fears of another high-teens budget deficit, so is bond market volatility.</i>\n</blockquote>\n<blockquote>\n <i>This is a foundation of markets, a key component of financial conditions. As long rates rise, as bond market volatility increases, funding tightens.&nbsp;We have explained some of the link to other markets, but the market beyond bonds themselves, that is most effected are equities priced using zero cost of capital (unicorns).It is no surprise to see companies making no cash flow, priced off blue sky thinking, falling fastest in this market. We expect this to continue.</i>\n</blockquote>\n<p>And indeed, if we look at the performance of Ark Innovation, compared with the MOVE index of bond volatility on an inverted scale, there is a family resemblance. While bond volatility appears under control, speculative tech companies do very well; any rise holds them back:</p>\n<p><img src=\"https://static.tigerbbs.com/4ffe8c874f6c050157a432719967df81\" tg-width=\"1200\" tg-height=\"675\"></p>\n<p>If bond volatility persists, we can expect the difficulties for last year’s leaders to continue too.</p>\n<p>What of the broader question of whether lower bond yields justify higher valuations on stocks? It is time for an entry from Robert Shiller of Yale University, who late last year introduced the concept of the “Excess CAPE Yield” (his measure of the long-term earnings yield on stocks minus the 10-year bond yield). The higher this gauge, the more we can expect stocks to beat bonds in future. Thanks to low bond yields, the ECY is positive at present, suggesting that stocks should indeed beat bonds.</p>\n<p>At the peak of the boom in 2000, the ECY was negative, meaning that earnings yields had dropped below bond yields, so the indicator correctly signaled that stocks were due for a period of terrible relative performance. The ECY is telling us that the current stock market isn’t as wildly overvalued as in 2000. But that is faint praise. Is it telling us that this is a great time to buy stocks?</p>\n<p>Many interpreted it that way. But&nbsp;Shiller wrote a column for the New York Times&nbsp;over the weekend that corrects that impression.</p>\n<blockquote>\n <i>Right now the E.C.Y. is 3.15 percent. That is roughly its average for the last 20 years. It is relatively high, and it predicts that stocks will outperform bonds. Current interest rates for bonds make that a very low hurdle.</i>\n</blockquote>\n<blockquote>\n <i>Consider that when you factor in inflation, the 10-year Treasury note, yielding around 1.4 percent, will most likely pay back less in real dollars at maturity than your original investment. Stocks may not have the usual high long-run expectations (the CAPE tells us that), but at least there is a positive long-run expected return.</i>\n</blockquote>\n<blockquote>\n <i>Putting all of this together, I’d say the stock market is high but still in some ways more attractive than the bond market.</i>\n</blockquote>\n<p>Shiller isn’t telling us to fill our boots with stocks, so much as to be very careful about bonds. It’s quite possible for both to fall together. If you find this disappointing, he understands:</p>\n<blockquote>\n <i>The markets may well be dangerously high right now, and I wish my measurements provided clearer guidance, but they don’t. We can’t accurately forecast the moment-by-moment movements of birds, and the stock and bond markets are, unfortunately, much the same.</i>\n</blockquote>\n<p>The bottom line is to continue to be careful out there. We will have to endure plenty more rotation before this is over.</p>\n<p><b>Survival Tips</b></p>\n<p>It has been hard to write this after a day spent largely giving my opinion on the Harry and Meghan interview. Sometimes being a British expat can be a problem. Anyway, on a royal theme, here is a remarkable clip of Prince playing George Harrison's&nbsp;<i>While My Guitar Gently Weeps</i>, in a band that includes Tom Petty and George's own son - who seems thoroughly to enjoy Prince's guitar solo, which comes towards the end of the clip. On a slightly more tenuous royal theme you could sit down and listen to&nbsp;<i>Their Satanic Majesties Request</i>&nbsp;by the Rolling Stones, or&nbsp;<i>Killer Queen</i>&nbsp;by Queen.</p>\n<p>If Harry and Meghan's travails have whetted the appetite for even more Windsors drama then my favorite actress in the part of Elizabeth II to date is Helen Mirren in&nbsp;<i>The Queen</i>. She also did a turn as&nbsp;<i>Elizabeth I</i>&nbsp;a year earlier —&nbsp;a rather more dynamic queen who had real and not figurative blood on her hands. Compare and contrast her with another dame, Judi Dench, in the same role in&nbsp;<i>Shakespeare In Love</i>.</p>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The Stocks Rotation Ride Is Real, and Violent</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 Stocks Rotation Ride Is Real, and Violent\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-09 17:43 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/opinion/articles/2021-03-09/the-stocks-rotation-ride-is-real-and-violent?srnd=opinion><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>There’s no room left for doubt that a major shift is under way.\nRotation, Rotation, Rotation\nLast November, when excellent vaccine test results sparked a surge in stocks that had suffered most from ...</p>\n\n<a href=\"https://www.bloomberg.com/opinion/articles/2021-03-09/the-stocks-rotation-ride-is-real-and-violent?srnd=opinion\">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","AMZN":"亚马逊","ARKK":"ARK Innovation ETF",".DJI":"道琼斯","NFLX":"奈飞","TSLA":"特斯拉","NDX":"纳斯达克100指数",".IXIC":"NASDAQ Composite","DIS":"迪士尼"},"source_url":"https://www.bloomberg.com/opinion/articles/2021-03-09/the-stocks-rotation-ride-is-real-and-violent?srnd=opinion","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142460432","content_text":"There’s no room left for doubt that a major shift is under way.\nRotation, Rotation, Rotation\nLast November, when excellent vaccine test results sparked a surge in stocks that had suffered most from the pandemic lockdown, it was still possible to doubt whether there had been a true market rotation. The initial drama was followed by a month or two of dithering. That doubt is over. The market is unquestionably going through a major shift. The question is how long it will continue.\nWithin the stock market, the rotation is most pronounced in the move from “momentum” stocks, which had previously been winning, to “value” companies, which look cheap compared to their fundamentals. That change, by Bloomberg’s measure, is about as violent as any in history:\n\nThe underlying driver for stocks is the bond market. The rotation toward higher yields in bonds has slowed a little but not stopped, and the benchmark 10-year Treasury yield topped 1.6% again in Monday trading. Its trend now appears to be plainly upward:\n\nUnderlying the move in bonds is a shift in views about the economy, driven in part by the news from Washington that Democrats should be able to push through a $1.9 trillion stimulus package. Meanwhile, there is also excitement over the fight against the pandemic, with the likely reopening date for the economy steadily moving forward. For one dramatic demonstration of this, watch the relative performance since the beginning of last year of Netflix Inc., a pure play on streaming at home, and Walt Disney Co., a bet on streaming content that also comes with a large theme park business. Disney still lags Netflix since the beginning of last year, but has outperformed it by almost 90% since its nadir last July:\n\nSo, a rotation is under way. That raises many questions — far too many to answer here. But here are some of the more important issues.\nWhat’s Bubbling?\nThe question of whether we are in a stock market bubble persists. A lot depends on how to account for the undoubted prop that the market receives from low bond yields. But to an extent, the point of a bubble is that it goes beyond a point where valuation matters; it is already overvalued and the question is how overvalued it can become. That is a question of mass psychology, which can be revealed in stock charts. This is one of those times when looking at patterns in prices can have some relevance.\nThe greatest fear is that we are staging a repeat of the great dot-com bubble that burst almost exactly 21 years ago. Rather than look at the highly speculative dot-coms that went to market without profits or even revenues to their names, this chart compares the Nasdaq-100, a tech-dominated group of large companies, against the equal-weighted version of the S&P 500, a measure of the performance of the “average stock.” As can be seen, this was a bubble for the ages:\n\nOver the year to the Nasdaq’s peak, the average stock went nowhere. And barely nine months after that, the index had given up all of its gains over the previous 12 months, and was lagging the average stock. Now, this is the same exercise repeated for the year running up to the Nasdaq-100’s high last month:\n\nTech stocks became badly overpriced and are now having a correction that probably has further to go. Meanwhile the equal-weighted S&P 500 is barely below its all-time high. At this level the Nasdaq-100, in behavioral terms, isn’t a repeat of 1999-2000.\nHowever, if we look at the most exciting stock of the moment, the Ark Innovation exchange-traded fund managed by Cathie Wood, we do see a pattern that’s distinctly reminiscent of the internet craze:\n\nThe stocks held by Ark are potential “disrupters” that are for the most part smaller than members of the Nasdaq-100 (Tesla Inc. is a big exception). Wood herself gave a great interview with Bloomberg TV in which she conceded that the market was “broadening,” which is a positive sign of recovering optimism. She also contended that the stocks faring best — such as banks, energy companies and auto manufacturers — are exactly the kind of businesses that stand to be disrupted in the long run by Ark’s investments. These are all valid arguments; buying Amazon.com Inc. in late 1999 proved to be a superlative 20-year investment, even if you had to wait a decade before you broke even. But at this point, the most exciting speculative stocks do look as though they’ve been partying like it’s 1999.\nSelf-Stabilizers\nOne point about market rotations is that they come with in-built stabilizers. For example, optimism on growth and fear of inflation leads to higher interest rates, which in turn dampen growth and inflation. This becomes a key question now. Estimates for U.S. growth in 2021 have risen sharply thanks to the success of its vaccine program. Forecasts for many other countries are actively declining due to vaccine disappointment. This means that yields are rising everywhere — but far faster in the U.S. than the rest of the developed world. The following charts from Credit Suisse Group AG demonstrate this nicely:\n\nHow does this change things? If lots of foreigners pour into Treasuries to take advantage of the higher yields, then the yields won’t rise so much. This was a point that David Tepper, the hedge fund investor who runs Appaloosa Management, made early Monday, to much excitement. That effect hasn’t happened yet. Alternatively, the higher yields in the U.S. succeed in attracting flows that push the dollar up. A higher dollar tends to damp inflation. Over the last four years, there is a distinct tendency for the currency to follow the path set by the gap between U.S. and German bond yields, with a lag of a couple of months. And that is already happening:\n\nThe dollar’s rebound has taken many by surprise, and it could change much of the presiding narrative of a big reflation this year. It could also derail investment in emerging markets. Higher Treasury yields have had their customary effect of messing up emerging market carry trades — the practice of borrowing in currencies with low rates and parking in countries with higher rates, pocketing the carry. A promising rebound for emerging carry trades looks as though it has been snuffed out:\n\nSelf-Fulfilling Prophecies\nMarkets don’t just have their own stabilizers. They also have the ability to make a prophecy and know that it will come true. This could be about to happen in the great rotation between value and momentum.\nOne popular trade among quants is to combine value and momentum. An objection is that the two will tend to cancel each other out, and much of the time they do. But every so often, there is a moment when value stocks have momentum, and the strategy goes into overdrive. Such a moment appears to be at hand.\nThe following chart is from Mike Wilson, head U.S. equity strategist at Morgan Stanley, who points out that with the anniversary of the great selloff last March, the stocks that appear to have momentum over the last 12 months will change. Rather than being crowded with tech stocks, quants looking to buy “momentum stocks” will instead start to add banks and energy groups. So a rotation that started with a push from economic fundamentals could receive a second wind from technical factors:\n\nThis isn’t so much a market stabilizer as a market destabilizer, driven by the weight of money wielded by institutions. This powerful effect could become more disruptive.\nThe Power of Bonds\nSo exactly how much influence do bonds have over stocks? I’d like to mention two interesting angles on this profound question. First, Deltec Bank & Trust Ltd. makes the interesting point that when yields are at very low levels, bond volatility almost by definition gets that much greater when there is any rise. This is the way Hugo Rogers of Deltec puts it:\n\nIn a way it is the certainty of ‘low forever’ rates and the unlimited buying potential that is most stimulative. This is reflected in bond volatility. But now that the post COVID recovery has begun, now inflation expectations are justifiably rising, and with fears of another high-teens budget deficit, so is bond market volatility.\n\n\nThis is a foundation of markets, a key component of financial conditions. As long rates rise, as bond market volatility increases, funding tightens. We have explained some of the link to other markets, but the market beyond bonds themselves, that is most effected are equities priced using zero cost of capital (unicorns).It is no surprise to see companies making no cash flow, priced off blue sky thinking, falling fastest in this market. We expect this to continue.\n\nAnd indeed, if we look at the performance of Ark Innovation, compared with the MOVE index of bond volatility on an inverted scale, there is a family resemblance. While bond volatility appears under control, speculative tech companies do very well; any rise holds them back:\n\nIf bond volatility persists, we can expect the difficulties for last year’s leaders to continue too.\nWhat of the broader question of whether lower bond yields justify higher valuations on stocks? It is time for an entry from Robert Shiller of Yale University, who late last year introduced the concept of the “Excess CAPE Yield” (his measure of the long-term earnings yield on stocks minus the 10-year bond yield). The higher this gauge, the more we can expect stocks to beat bonds in future. Thanks to low bond yields, the ECY is positive at present, suggesting that stocks should indeed beat bonds.\nAt the peak of the boom in 2000, the ECY was negative, meaning that earnings yields had dropped below bond yields, so the indicator correctly signaled that stocks were due for a period of terrible relative performance. The ECY is telling us that the current stock market isn’t as wildly overvalued as in 2000. But that is faint praise. Is it telling us that this is a great time to buy stocks?\nMany interpreted it that way. But Shiller wrote a column for the New York Times over the weekend that corrects that impression.\n\nRight now the E.C.Y. is 3.15 percent. That is roughly its average for the last 20 years. It is relatively high, and it predicts that stocks will outperform bonds. Current interest rates for bonds make that a very low hurdle.\n\n\nConsider that when you factor in inflation, the 10-year Treasury note, yielding around 1.4 percent, will most likely pay back less in real dollars at maturity than your original investment. Stocks may not have the usual high long-run expectations (the CAPE tells us that), but at least there is a positive long-run expected return.\n\n\nPutting all of this together, I’d say the stock market is high but still in some ways more attractive than the bond market.\n\nShiller isn’t telling us to fill our boots with stocks, so much as to be very careful about bonds. It’s quite possible for both to fall together. If you find this disappointing, he understands:\n\nThe markets may well be dangerously high right now, and I wish my measurements provided clearer guidance, but they don’t. We can’t accurately forecast the moment-by-moment movements of birds, and the stock and bond markets are, unfortunately, much the same.\n\nThe bottom line is to continue to be careful out there. We will have to endure plenty more rotation before this is over.\nSurvival Tips\nIt has been hard to write this after a day spent largely giving my opinion on the Harry and Meghan interview. Sometimes being a British expat can be a problem. Anyway, on a royal theme, here is a remarkable clip of Prince playing George Harrison's While My Guitar Gently Weeps, in a band that includes Tom Petty and George's own son - who seems thoroughly to enjoy Prince's guitar solo, which comes towards the end of the clip. On a slightly more tenuous royal theme you could sit down and listen to Their Satanic Majesties Request by the Rolling Stones, or Killer Queen by Queen.\nIf Harry and Meghan's travails have whetted the appetite for even more Windsors drama then my favorite actress in the part of Elizabeth II to date is Helen Mirren in The Queen. She also did a turn as Elizabeth I a year earlier — a rather more dynamic queen who had real and not figurative blood on her hands. Compare and contrast her with another dame, Judi Dench, in the same role in Shakespeare In Love.","news_type":1},"isVote":1,"tweetType":1,"viewCount":2,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":312554176,"gmtCreate":1612170461395,"gmtModify":1704867652471,"author":{"id":"3574047516831606","authorId":"3574047516831606","name":"MervKJ","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FCEL\">$FuelCell(FCEL)$</a>Buy in now and hold. Protential to shootup.","listText":"<a href=\"https://laohu8.com/S/FCEL\">$FuelCell(FCEL)$</a>Buy in now and hold. Protential to shootup.","text":"$FuelCell(FCEL)$Buy in now and hold. Protential to shootup.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/312554176","isVote":1,"tweetType":1,"viewCount":91,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3464294287504557","authorId":"3464294287504557","name":"老铁来了","avatar":"https://static.tigerbbs.com/d2464e458a80641114f6239a95fd33b5","crmLevel":2,"crmLevelSwitch":0},"content":"I don't know if there will be additional issuance.","text":"I don't know if there will be additional issuance.","html":"I don't know if there will be additional issuance."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":329748462,"gmtCreate":1615283549656,"gmtModify":1704780567102,"author":{"id":"3574047516831606","authorId":"3574047516831606","name":"MervKJ","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Hmm","listText":"Hmm","text":"Hmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/329748462","repostId":"1130239756","repostType":4,"repost":{"id":"1130239756","pubTimestamp":1615282325,"share":"https://www.laohu8.com/m/news/1130239756?lang=&edition=full","pubTime":"2021-03-09 17:32","market":"us","language":"en","title":"How To Invest In A Down Market","url":"https://stock-news.laohu8.com/highlight/detail?id=1130239756","media":"seekingalpha","summary":"Summary\n\nThe Nasdaq is close to correction territory, about 10% down.\nMany high-quality businesses a","content":"<p>Summary</p>\n<ul>\n <li>The Nasdaq is close to correction territory, about 10% down.</li>\n <li>Many high-quality businesses are seeing their stock down 20% to 50%.</li>\n <li>Market sell-offs are generally not a good time to sell or rebalance.</li>\n <li>Recognize you are likely to make emotional decisions right now.</li>\n <li>Let's review the kind of investments you should be focusing on.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/58c9c01723c6f697ff4e40e0a1709af3\" tg-width=\"563\" tg-height=\"317\"><span>Image Source: CNN Money</span></p>\n<p>This week was the biggest market sell-off since, wait for it... September 2020.</p>\n<p>I know, six months ago is not really a big deal. In fact, market corrections (a market sell-off of 10% or more) happen more than once a year on average. And generally speaking, when people refer to \"the market,\" they are talking about the S&amp;P 500 (SPY), not the Nasdaq (QQQ). From this perspective, the market has barely moved. The recent sell-off is predominantly affecting the Nasdaq with a rotation out of high-growth technology companies and into businesses that have taken a beating throughout the pandemic (live events, brick-and-mortar retailers, hotels or travel to name a few).</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8a604eeb1e0e9ca33327e8d9eaa3c8d4\" tg-width=\"635\" tg-height=\"419\"><span>Data by YCharts</span></p>\n<p>Many analysts and so-called market pundits would want you to believe it's the end of the world. Looking at a few headlines over the years, my own anecdotal evidence here on Seeking Alpha is that some authors are simply perma-bears who will tell you that it's time to sell your stocks and hunker down every month of the year. When the market is hitting a new all time high, they say that valuations aren't sustainable and we are in a bubble. But when the market falls by 30% like it did in March 2020, they say that stocks have a lot more room to fall and you should still stay away.</p>\n<p>For the pessimists, the right time to buy is almost never. Too bad for them, because they are missing out on one the most fantastic ways to create wealth over a lifetime. I'm talking about long-term investing in equities.</p>\n<p>Going back to the sell-off at play today, many high-growth stocks are down 20% to 50% from their previous high. But it's essential to note that many of them are merely trading back to where they were a few weeks ago. Just look at Tesla (TSLA). The last time the stock was trading just below $600 was just three months ago, at the beginning of December.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/55084ac8a9724b226ff2ca2aac3dbcc5\" tg-width=\"635\" tg-height=\"403\"><span>Data by YCharts</span></p>\n<p>I've covered before the&nbsp;five ways to prepare&nbsp;for a stock market crash:</p>\n<ol>\n <li>Ask yourself how much drawdown you can cope with.</li>\n <li>Make sure you have the cash you need.</li>\n <li>Build a portfolio that suits your risk profile.</li>\n <li>Build a wish list of stocks to buy on sale.</li>\n <li>Write down your strategy.</li>\n</ol>\n<p>If you follow this approach when the market is chugging along, going through the volatility of the past few days becomes incredibly easier. I would even argue that it becomes an enjoyable process because you get to execute a well thought-out plan and benefit from your preparedness.</p>\n<p>Most investors are already familiar with what I would call \"Investing 101.\" Among the first lessons you learn when starting investing, you often hear what is critical to do when the market crashes:</p>\n<ul>\n <li>Don't panic.</li>\n <li>Stay the course.</li>\n <li>Focus on the long term.</li>\n</ul>\n<p>The problem with these lessons is that they can be a bit superficial. In theory, many investors understand they should not sell their holdings in a stock market crash and just let it pass. But in practice, there can be a strong temptation to tinker with a portfolio, re-balance aggressively at the worst possible time, or using the majority of your cash reserve too fast and miss great opportunities to invest if the market continues to fall.</p>\n<p>So I want to go a bit deeper today, offer some perspective and share investing strategies you can choose from.</p>\n<p><b>Understanding Bull and Bear Markets</b></p>\n<p>The market has historically gone up over time, with an&nbsp;average&nbsp;10% annual return over the last 92 years for the SP&amp;P 500 benchmark, and 74% of the years being positive.</p>\n<p>The graph below, using Morningstar data, shows bull and bear markets since the late 20’s all the way to 2018.</p>\n<ul>\n <li>A Bull Market is measured from the lowest close reached after the market has fallen 20% or more to the next high.</li>\n <li>A Bear Market is defined as the index closing at least 20% down from its previous high close. Its duration is the period from the previous high to the lowest close reached after it has fallen 20% or more.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c64b042226027ff87478f7e68a969942\" tg-width=\"800\" tg-height=\"618\"><span>Source: First Trust via Morningstar</span></p>\n<p>There are two conclusions that should remain with you:</p>\n<ol>\n <li>The stock market goes up much more than it goes down (several bull markets have lasted more than 10 years, at more than 17% average annualized return)</li>\n <li>When it goes down, it goes down fast and sharply (bear markets have lasted less than 3 years, from -22% to -83%)</li>\n</ol>\n<p>A bull market might seem like a steady path up and to the right, but volatility is present in all market conditions. Red days and moments of doubt are very common, even through bull markets. From 2009 to 2020, a period of fantastic market returns, you had to go through Brexit, trade wars and general elections, all prompting pundits of all kinds to predict an imminent market collapse.</p>\n<p>Trying to time the market is a waste of time: Nobody can predict it, and if you are out of the market, you are missing on the gains that the market is willing to give you over the years.</p>\n<p>As pointed out before by&nbsp;Morgan Housel, partner at The Collaborative Fund, stock market crashes happen all the time. Recognizing how often market crashes happen can give you a better idea of what you are getting into and the risks you are taking when investing in equities.</p>\n<p>Here is the historical frequency of pullbacks identified since 1928:</p>\n<p><img src=\"https://static.tigerbbs.com/4005931a8f624cb1307ff80035e6023f\" tg-width=\"816\" tg-height=\"440\"></p>\n<p>Based on historical data, frequent market sell-offs are the price of admission to the stock market. They happen often, and in an unpredictable way. But the market eventually resumes its path up and to the right, inexorably following GDP growth. If you decide to be out of the market, you are far more likely to be wrong than right, and even more so over long periods of time.</p>\n<p><b>Understanding Risk</b></p>\n<p>When you invest, you are taking not only a&nbsp;market risk&nbsp;but also several specific risks.</p>\n<ul>\n <li><b>Market Risk</b>: An individual stock is subject at least partially to the same volatility as the market. Think about boats moving up and down with the tide.</li>\n <li><b>Sector Risk:</b>If the entire tech sector takes a beating, like in the early 2000s, even the stocks of solid companies like Microsoft (MSFT) can go down. Companies from the same sector tend to move in tandem, as illustrated by the recent pull-back.</li>\n <li><b>Company Risk:</b>The most obvious one. If a company’s business slows down or fails to deliver on expectation, or even files for bankruptcy.</li>\n</ul>\n<p>When you decide to invest in equities, you already have made the decision to embrace market risk. The best you can do is to recognize it for what it is and let it work its magic both on the way up and on the way down.</p>\n<p>If you are exposed to a specific sector or category such as Enterprise Software, it should not surprise you to see excellent companies such as CrowdStrike (CRWD), Twilio (TWLO) or Zoom Video (ZM) fall together in the past few days. Your willingness to see a large part of your portfolio underperform for an extended time should educate the level of concentration you are willing to take in a given company or a given sector.</p>\n<p><b>Some perspective</b></p>\n<p>The most powerful way to keep emotions in check in a market sell-off is to take a step back and look at the bigger picture.</p>\n<p>I want to provide readers with a look at my own portfolio drawdown. My real-money portfolio is highly volatile, mostly because it's heavy in the Technology, Communication and Discretionary sectors. I have enjoyed a significant market beating performance over the years, with my portfolio returning +395% since 2015 - even factoring the recent sell-off.</p>\n<p>During market sell-offs, my portfolio tends to take a deeper dive, which I'm perfectly fine with because volatility works both ways, and I'm willing to go through the emotional roller-coaster in order to achieve an above-average performance. This strategy is not for everyone, and it works for me only because I'm very patient and invest for the next five, 10, 15, 20 years and beyond. I identify a market sell-off as an opportunity to buy. If that's not your natural tendency, you are probably better off investing in index funds automatically and let someone re-balance it for you.</p>\n<p>My real-money portfolio has taken a big hit over the last few days. My investments in companies like Teladoc (TDOC), Fastly (FSLY) or Zillow (Z) are down more than 30% since mid-February. Huge winners of the App Economy Portfolio like Shopify (SHOP) or The Trade Desk (TTD) (both 11-baggers as of this writing) are down more than 25% from their all-time-high.</p>\n<p>But instead of focusing on the past week, or even the past month, I like to look at my portfolio performance over the years to keep things in perspective. As illustrated below, I might be down significantly over the past week, but it should only be observed in the grand scheme of things. My own strategy has enabled me to more than quadruple the S&amp;P 500 performance since 2015. How many times has my portfolio dropped 10% in a few days, only to eventually rebound to new highs? Measuring my own performance and keeping score has helped me stick to my own strategy.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e2606d396951a8c8f26f8aa6e3336faf\" tg-width=\"640\" tg-height=\"279\"><span>Source: App Economy Portfolio performance from Personal Capital</span></p>\n<p>It's also interesting to look back at the previous large market drawdowns that occurred in late 2018 or in March 2020, clearly visible on the chart. When I look back at my trades during these sell-offs, I see multi-bagger returns across the board. This illustrates why sticking to your strategy during market drawdowns can be extremely lucrative.</p>\n<p>Focus on quality businesses that rarely sell-off</p>\n<p>Warren Buffettwiselyrecommends to \"<i>Be fearful when others are greedy and greedy when others are fearful.\"</i></p>\n<p>I wrote previously aboutfear and greedand how most investors have it all wrong. Even if you are buying during a market sell-off, you might be doing it wrong.</p>\n<ul>\n <li>Are you investing in quality companies or simply chasing bargains?</li>\n <li>Are you buying something because it is \"dirt cheap\" or seizing the opportunity to accumulate quality stocks at a lower price?</li>\n</ul>\n<p>The main reason you should be looking for quality rather than sheer value in the context of a market sell-off is that you are already benefiting from a market discount. That discount is offered usually across all types of investments, making some of the best companies more affordable.</p>\n<p>Market and sector sell-offs are a unique opportunity to finally get a discount on the businesses that keep hitting new all-time-highs and running away from you. I believe that's where your focus should be.</p>\n<p>Of course, the skeptics will continue to say that the high-growth stocks remain extremely over-priced by historical standards. They predict that the next shoe is about to drop, even in the face of a market correction. This mindset has kept many investors away from FAANG stocks (Facebook (FB), Apple (AAPL), Amazon (AMZN), Netflix (NFLX) and Alphabet (GOOG)(NASDAQ:GOOGL)) in the past decade.</p>\n<p>Predicting an imminent crash? Isn't this the very symptom of fear?</p>\n<p>Building up positions in your winners is a powerful investment philosophy and one that makes even more sense in the context of a market downturn. I covered the art ofadding to your winnerspreviously when I explained why I was adding to my position in MongoDB (MDB).</p>\n<p><img src=\"https://static.tigerbbs.com/dcd2d9695344ffccd62b393469cd23ae\" tg-width=\"640\" tg-height=\"192\"></p>\n<p>These great businesses that sit at the top of your portfolio are the very same as they were before any sector rotation, and they will still be the same after the storm passes. In the short term, a stock performance can be detached from the underlying business, both in up and down markets.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dc957836284e59ccf35ea2a43fadb04b\" tg-width=\"640\" tg-height=\"360\"><span>Source: CNBC</span></p>\n<p>Cash deployment strategy</p>\n<p>Now, assuming you understand the importance of maintaining an optimistic outlook in the face of a market sell-off and are ready for some shopping to take advantage of depressed valuations, we still need to talk about cash deployment strategies.</p>\n<p>Maybe you have cash on the sidelines and you are wondering when or how to put it to use. Many investors make the mistake of going all-in at the first sight of a market pull-back of a few percentage points, only to feel buyer's remorse when the market continues to fall.</p>\n<p>I love this&nbsp;blog postfrom Morgan Housel covering his cash deployment strategy in the context of a market drawdown. He shows in this graph how much of his cash set aside for investing he would deploy in the market based on how much the market has sold off.</p>\n<p><img src=\"https://static.tigerbbs.com/3e736cca8707b27534d6b0f0714baf2c\" tg-width=\"640\" tg-height=\"195\"></p>\n<p>Since the S&amp;P 500 is generally used as a proxy for \"the market,\" we still have a long way to go before we hit even the 10% mark. I tend to look at how much my own portfolio has fallen from its previous high as an indicator of the opportunity at play. For example, the App Economy Portfolio is down about 17% from its previous high as of this writing. Using the chart above, it would indicate that now is a good time to deploy around 32% of the cash available to invest.</p>\n<p>Whichever indicator you choose (the S&amp;P, the Nasdaq, your own portfolio draw-down), this is an interesting way to look at cash deployment that can help your investing strategy and avoid running out of dry powder too fast.</p>\n<p><b>The Art of Doing Nothing</b></p>\n<p>Because emotions run high after a series of red days, the best course of action is often to sit on your hands. That's right, doing nothing at all.</p>\n<p>As a marketplace leader, I get questions every day about portfolio re-balancing, usually taking the form of a desire to chase returns. Many investors decide they want to reallocate a large part of a portfolio based on what seems right to do in the heat of the moment.</p>\n<p>The reality is that no portfolio re-balancing should happen in a hurry or be prompted by events that have nothing to do with your long-term strategy. That's why journaling and writing down your investing strategy can be so powerful. It can guide you and put you back on track when you feel compelled to break it all apart.</p>\n<p>Recognizing that there is no urgency to act is essential. As I pointed out in many articles, if your next trade cannot wait for a few days, you are likely making an emotional decision. A great investment should not depend on perfect timing or finding the exact bottom.</p>\n<p><b>The Grind</b></p>\n<p>We all want to get our accounts to new all-time highs.</p>\n<p>We do it by saving and investing.</p>\n<p>It's a given that there are setbacks to the market on the way to new highs. Whenever a new sell-off occurs, we are all back in the grind trying to get our account back to all-time highs.</p>\n<p>The truth is that everybody has to go through the grind. You should not rely on an overnight success, because there is no such thing. Even Warren Buffett's portfolio is down this week. Think about it.</p>\n<p>A sell-off is naturally shaking out the weak hands and the most emotional investors among us. Make no mistake: The grind and your capacity to go through it all is part of what makes you a great investor.</p>\n<p><b>Conclusion</b></p>\n<p>Investing in a down market is a unique opportunity to invest for the long term. The key is to give yourself the best chance to stay cool and make the best decisions:</p>\n<ul>\n <li>Understand what bull and bear markets really are.</li>\n <li>Evaluate the risks you are taking and why you are taking them.</li>\n <li>Identify and recognize your emotions and keep them in check.</li>\n <li>If you want to sell or re-balance your<i>portfolio</i>: Ask yourself if your investment thesis has really changed, or whether you're simply reacting to the news cycle.</li>\n <li>If you want to buy: Ask yourself if you are merely chasing a bargain, or if you truly want to invest in a quality company for the long run.</li>\n <li>Prioritize the businesses that rarely offer a discount.</li>\n <li>Look at the big picture: Sell-offs are part of the grind, and we'll all come out stronger on the other side.</li>\n</ul>","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>How To Invest In A Down Market</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHow To Invest In A Down Market\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-09 17:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4412294-how-to-invest-in-down-market><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nThe Nasdaq is close to correction territory, about 10% down.\nMany high-quality businesses are seeing their stock down 20% to 50%.\nMarket sell-offs are generally not a good time to sell or ...</p>\n\n<a href=\"https://seekingalpha.com/article/4412294-how-to-invest-in-down-market\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://seekingalpha.com/article/4412294-how-to-invest-in-down-market","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1130239756","content_text":"Summary\n\nThe Nasdaq is close to correction territory, about 10% down.\nMany high-quality businesses are seeing their stock down 20% to 50%.\nMarket sell-offs are generally not a good time to sell or rebalance.\nRecognize you are likely to make emotional decisions right now.\nLet's review the kind of investments you should be focusing on.\n\nImage Source: CNN Money\nThis week was the biggest market sell-off since, wait for it... September 2020.\nI know, six months ago is not really a big deal. In fact, market corrections (a market sell-off of 10% or more) happen more than once a year on average. And generally speaking, when people refer to \"the market,\" they are talking about the S&P 500 (SPY), not the Nasdaq (QQQ). From this perspective, the market has barely moved. The recent sell-off is predominantly affecting the Nasdaq with a rotation out of high-growth technology companies and into businesses that have taken a beating throughout the pandemic (live events, brick-and-mortar retailers, hotels or travel to name a few).\nData by YCharts\nMany analysts and so-called market pundits would want you to believe it's the end of the world. Looking at a few headlines over the years, my own anecdotal evidence here on Seeking Alpha is that some authors are simply perma-bears who will tell you that it's time to sell your stocks and hunker down every month of the year. When the market is hitting a new all time high, they say that valuations aren't sustainable and we are in a bubble. But when the market falls by 30% like it did in March 2020, they say that stocks have a lot more room to fall and you should still stay away.\nFor the pessimists, the right time to buy is almost never. Too bad for them, because they are missing out on one the most fantastic ways to create wealth over a lifetime. I'm talking about long-term investing in equities.\nGoing back to the sell-off at play today, many high-growth stocks are down 20% to 50% from their previous high. But it's essential to note that many of them are merely trading back to where they were a few weeks ago. Just look at Tesla (TSLA). The last time the stock was trading just below $600 was just three months ago, at the beginning of December.\nData by YCharts\nI've covered before the five ways to prepare for a stock market crash:\n\nAsk yourself how much drawdown you can cope with.\nMake sure you have the cash you need.\nBuild a portfolio that suits your risk profile.\nBuild a wish list of stocks to buy on sale.\nWrite down your strategy.\n\nIf you follow this approach when the market is chugging along, going through the volatility of the past few days becomes incredibly easier. I would even argue that it becomes an enjoyable process because you get to execute a well thought-out plan and benefit from your preparedness.\nMost investors are already familiar with what I would call \"Investing 101.\" Among the first lessons you learn when starting investing, you often hear what is critical to do when the market crashes:\n\nDon't panic.\nStay the course.\nFocus on the long term.\n\nThe problem with these lessons is that they can be a bit superficial. In theory, many investors understand they should not sell their holdings in a stock market crash and just let it pass. But in practice, there can be a strong temptation to tinker with a portfolio, re-balance aggressively at the worst possible time, or using the majority of your cash reserve too fast and miss great opportunities to invest if the market continues to fall.\nSo I want to go a bit deeper today, offer some perspective and share investing strategies you can choose from.\nUnderstanding Bull and Bear Markets\nThe market has historically gone up over time, with an average 10% annual return over the last 92 years for the SP&P 500 benchmark, and 74% of the years being positive.\nThe graph below, using Morningstar data, shows bull and bear markets since the late 20’s all the way to 2018.\n\nA Bull Market is measured from the lowest close reached after the market has fallen 20% or more to the next high.\nA Bear Market is defined as the index closing at least 20% down from its previous high close. Its duration is the period from the previous high to the lowest close reached after it has fallen 20% or more.\n\nSource: First Trust via Morningstar\nThere are two conclusions that should remain with you:\n\nThe stock market goes up much more than it goes down (several bull markets have lasted more than 10 years, at more than 17% average annualized return)\nWhen it goes down, it goes down fast and sharply (bear markets have lasted less than 3 years, from -22% to -83%)\n\nA bull market might seem like a steady path up and to the right, but volatility is present in all market conditions. Red days and moments of doubt are very common, even through bull markets. From 2009 to 2020, a period of fantastic market returns, you had to go through Brexit, trade wars and general elections, all prompting pundits of all kinds to predict an imminent market collapse.\nTrying to time the market is a waste of time: Nobody can predict it, and if you are out of the market, you are missing on the gains that the market is willing to give you over the years.\nAs pointed out before by Morgan Housel, partner at The Collaborative Fund, stock market crashes happen all the time. Recognizing how often market crashes happen can give you a better idea of what you are getting into and the risks you are taking when investing in equities.\nHere is the historical frequency of pullbacks identified since 1928:\n\nBased on historical data, frequent market sell-offs are the price of admission to the stock market. They happen often, and in an unpredictable way. But the market eventually resumes its path up and to the right, inexorably following GDP growth. If you decide to be out of the market, you are far more likely to be wrong than right, and even more so over long periods of time.\nUnderstanding Risk\nWhen you invest, you are taking not only a market risk but also several specific risks.\n\nMarket Risk: An individual stock is subject at least partially to the same volatility as the market. Think about boats moving up and down with the tide.\nSector Risk:If the entire tech sector takes a beating, like in the early 2000s, even the stocks of solid companies like Microsoft (MSFT) can go down. Companies from the same sector tend to move in tandem, as illustrated by the recent pull-back.\nCompany Risk:The most obvious one. If a company’s business slows down or fails to deliver on expectation, or even files for bankruptcy.\n\nWhen you decide to invest in equities, you already have made the decision to embrace market risk. The best you can do is to recognize it for what it is and let it work its magic both on the way up and on the way down.\nIf you are exposed to a specific sector or category such as Enterprise Software, it should not surprise you to see excellent companies such as CrowdStrike (CRWD), Twilio (TWLO) or Zoom Video (ZM) fall together in the past few days. Your willingness to see a large part of your portfolio underperform for an extended time should educate the level of concentration you are willing to take in a given company or a given sector.\nSome perspective\nThe most powerful way to keep emotions in check in a market sell-off is to take a step back and look at the bigger picture.\nI want to provide readers with a look at my own portfolio drawdown. My real-money portfolio is highly volatile, mostly because it's heavy in the Technology, Communication and Discretionary sectors. I have enjoyed a significant market beating performance over the years, with my portfolio returning +395% since 2015 - even factoring the recent sell-off.\nDuring market sell-offs, my portfolio tends to take a deeper dive, which I'm perfectly fine with because volatility works both ways, and I'm willing to go through the emotional roller-coaster in order to achieve an above-average performance. This strategy is not for everyone, and it works for me only because I'm very patient and invest for the next five, 10, 15, 20 years and beyond. I identify a market sell-off as an opportunity to buy. If that's not your natural tendency, you are probably better off investing in index funds automatically and let someone re-balance it for you.\nMy real-money portfolio has taken a big hit over the last few days. My investments in companies like Teladoc (TDOC), Fastly (FSLY) or Zillow (Z) are down more than 30% since mid-February. Huge winners of the App Economy Portfolio like Shopify (SHOP) or The Trade Desk (TTD) (both 11-baggers as of this writing) are down more than 25% from their all-time-high.\nBut instead of focusing on the past week, or even the past month, I like to look at my portfolio performance over the years to keep things in perspective. As illustrated below, I might be down significantly over the past week, but it should only be observed in the grand scheme of things. My own strategy has enabled me to more than quadruple the S&P 500 performance since 2015. How many times has my portfolio dropped 10% in a few days, only to eventually rebound to new highs? Measuring my own performance and keeping score has helped me stick to my own strategy.\nSource: App Economy Portfolio performance from Personal Capital\nIt's also interesting to look back at the previous large market drawdowns that occurred in late 2018 or in March 2020, clearly visible on the chart. When I look back at my trades during these sell-offs, I see multi-bagger returns across the board. This illustrates why sticking to your strategy during market drawdowns can be extremely lucrative.\nFocus on quality businesses that rarely sell-off\nWarren Buffettwiselyrecommends to \"Be fearful when others are greedy and greedy when others are fearful.\"\nI wrote previously aboutfear and greedand how most investors have it all wrong. Even if you are buying during a market sell-off, you might be doing it wrong.\n\nAre you investing in quality companies or simply chasing bargains?\nAre you buying something because it is \"dirt cheap\" or seizing the opportunity to accumulate quality stocks at a lower price?\n\nThe main reason you should be looking for quality rather than sheer value in the context of a market sell-off is that you are already benefiting from a market discount. That discount is offered usually across all types of investments, making some of the best companies more affordable.\nMarket and sector sell-offs are a unique opportunity to finally get a discount on the businesses that keep hitting new all-time-highs and running away from you. I believe that's where your focus should be.\nOf course, the skeptics will continue to say that the high-growth stocks remain extremely over-priced by historical standards. They predict that the next shoe is about to drop, even in the face of a market correction. This mindset has kept many investors away from FAANG stocks (Facebook (FB), Apple (AAPL), Amazon (AMZN), Netflix (NFLX) and Alphabet (GOOG)(NASDAQ:GOOGL)) in the past decade.\nPredicting an imminent crash? Isn't this the very symptom of fear?\nBuilding up positions in your winners is a powerful investment philosophy and one that makes even more sense in the context of a market downturn. I covered the art ofadding to your winnerspreviously when I explained why I was adding to my position in MongoDB (MDB).\n\nThese great businesses that sit at the top of your portfolio are the very same as they were before any sector rotation, and they will still be the same after the storm passes. In the short term, a stock performance can be detached from the underlying business, both in up and down markets.\nSource: CNBC\nCash deployment strategy\nNow, assuming you understand the importance of maintaining an optimistic outlook in the face of a market sell-off and are ready for some shopping to take advantage of depressed valuations, we still need to talk about cash deployment strategies.\nMaybe you have cash on the sidelines and you are wondering when or how to put it to use. Many investors make the mistake of going all-in at the first sight of a market pull-back of a few percentage points, only to feel buyer's remorse when the market continues to fall.\nI love this blog postfrom Morgan Housel covering his cash deployment strategy in the context of a market drawdown. He shows in this graph how much of his cash set aside for investing he would deploy in the market based on how much the market has sold off.\n\nSince the S&P 500 is generally used as a proxy for \"the market,\" we still have a long way to go before we hit even the 10% mark. I tend to look at how much my own portfolio has fallen from its previous high as an indicator of the opportunity at play. For example, the App Economy Portfolio is down about 17% from its previous high as of this writing. Using the chart above, it would indicate that now is a good time to deploy around 32% of the cash available to invest.\nWhichever indicator you choose (the S&P, the Nasdaq, your own portfolio draw-down), this is an interesting way to look at cash deployment that can help your investing strategy and avoid running out of dry powder too fast.\nThe Art of Doing Nothing\nBecause emotions run high after a series of red days, the best course of action is often to sit on your hands. That's right, doing nothing at all.\nAs a marketplace leader, I get questions every day about portfolio re-balancing, usually taking the form of a desire to chase returns. Many investors decide they want to reallocate a large part of a portfolio based on what seems right to do in the heat of the moment.\nThe reality is that no portfolio re-balancing should happen in a hurry or be prompted by events that have nothing to do with your long-term strategy. That's why journaling and writing down your investing strategy can be so powerful. It can guide you and put you back on track when you feel compelled to break it all apart.\nRecognizing that there is no urgency to act is essential. As I pointed out in many articles, if your next trade cannot wait for a few days, you are likely making an emotional decision. A great investment should not depend on perfect timing or finding the exact bottom.\nThe Grind\nWe all want to get our accounts to new all-time highs.\nWe do it by saving and investing.\nIt's a given that there are setbacks to the market on the way to new highs. Whenever a new sell-off occurs, we are all back in the grind trying to get our account back to all-time highs.\nThe truth is that everybody has to go through the grind. You should not rely on an overnight success, because there is no such thing. Even Warren Buffett's portfolio is down this week. Think about it.\nA sell-off is naturally shaking out the weak hands and the most emotional investors among us. Make no mistake: The grind and your capacity to go through it all is part of what makes you a great investor.\nConclusion\nInvesting in a down market is a unique opportunity to invest for the long term. The key is to give yourself the best chance to stay cool and make the best decisions:\n\nUnderstand what bull and bear markets really are.\nEvaluate the risks you are taking and why you are taking them.\nIdentify and recognize your emotions and keep them in check.\nIf you want to sell or re-balance yourportfolio: Ask yourself if your investment thesis has really changed, or whether you're simply reacting to the news cycle.\nIf you want to buy: Ask yourself if you are merely chasing a bargain, or if you truly want to invest in a quality company for the long run.\nPrioritize the businesses that rarely offer a discount.\nLook at the big picture: Sell-offs are part of the grind, and we'll all come out stronger on the other side.","news_type":1},"isVote":1,"tweetType":1,"viewCount":14,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":387126263,"gmtCreate":1613729252552,"gmtModify":1704884235190,"author":{"id":"3574047516831606","authorId":"3574047516831606","name":"MervKJ","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/EVGN\">$Evogene(EVGN)$</a>Hold it and&nbsp;be paitent. good to buy more now.&nbsp;It always go down b4 shooting up higher. Itsnot about this stock weak but its the marketas whole went down.Time to build warehouse.&nbsp;","listText":"<a href=\"https://laohu8.com/S/EVGN\">$Evogene(EVGN)$</a>Hold it and&nbsp;be paitent. good to buy more now.&nbsp;It always go down b4 shooting up higher. Itsnot about this stock weak but its the marketas whole went down.Time to build warehouse.&nbsp;","text":"$Evogene(EVGN)$Hold it and be paitent. good to buy more now. It always go down b4 shooting up higher. Itsnot about this stock weak but its the marketas whole went down.Time to build warehouse.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/387126263","isVote":1,"tweetType":1,"viewCount":131,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":359533465,"gmtCreate":1616411023357,"gmtModify":1704793670440,"author":{"id":"3574047516831606","authorId":"3574047516831606","name":"MervKJ","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Hmm","listText":"Hmm","text":"Hmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/359533465","repostId":"1162978648","repostType":4,"repost":{"id":"1162978648","pubTimestamp":1616407258,"share":"https://www.laohu8.com/m/news/1162978648?lang=&edition=full","pubTime":"2021-03-22 18:00","market":"us","language":"en","title":"Big Insider Stock Buys at Microsoft, Lowe’s, and Walmart","url":"https://stock-news.laohu8.com/highlight/detail?id=1162978648","media":"Barrons","summary":"As the stock market rose to record levels in recent weeks, insiders at some large companies have mad","content":"<p>As the stock market rose to record levels in recent weeks, insiders at some large companies have made large purchases of stock.</p>\n<p>Directors atMicrosoft(ticker: MSFT), Lowe’s (LOW), andWalmart(WMT), and an executive atKeurig Dr Pepper(KDP) have made million-dollar open-market purchases of stock. For all of them, it was their first stock purchases as company insiders on the open market.</p>\n<p>Emma Walmsley paid $1 million on March 10 for 4,300 Microsoft shares, an average per-share price of $236.80. She now owns 5,026 shares of the software giant,according to a formshe filed with the Securities and Exchange Commission. Walmsley, the CEO of GlaxoSmithKline (GSK),joined Microsoft’s boardin December 2019.</p>\n<p>Microsoft stock has gained 3.6% year to date, compared with the 4.2% rise in theS&amp;P 500 index,a broad measure of the market. Microsoft’searnings have been strong. Earlier this month, an analyst wrote anupbeat reportabout the shares.</p>\n<p>Walmsley declined to comment on her recent purchase of Microsoft stock beyond the filing.</p>\n<p>David Batchelderpaid $1 million for 6,250 Lowe’s shareson Feb. 26, a per-share average price of $159.48. He made the purchases through a trust that now owns 28,250 shares of the home-improvement retailer.</p>\n<p>Batchelder, aLowe’s director since 2018, was a founder, principal, and member of the investment committee at Relational Investor. Lowe’s didn’t respond to a request to make him available for comment on his stock purchase.</p>\n<p>Lowe’s stock has risen 11.8% so far in 2021. Shares have performed well during the coronavirus pandemic, and at least one analyst thinks Lowe’s stock can riseas the economy reopens. Ahousing recoverylooks set to benefit the retailer as well.</p>\n<p>Randall Stephenson &nbsp;joined Walmart’s board, effective March 3. Less than a week later, on March 8, hepaid $1 million for 7,725 sharesof the retailing giant, a per-share average price of $129.63.</p>\n<p>Walmart didn’t respond to a request to make Stephenson, a former chairman and CEO of AT&amp;T (T), available for comment on his stock purchase.</p>\n<p>Walmart stock has slipped 8.6% so far in 2021.Mixed fourth-quarter earnings, reported in February, sent shares sliding. We’ve noted that Walmart could make abig splash in bankingsoon.</p>\n<p>Justin Whitmorejoined Keurig Dr Peppereffective March 1 as chief strategy officer. Two weeks later, on March 15, Whitmorepaid $1.2 million for 37,384 sharesof the beverage company, an average price of $33.30 each.</p>\n<p>Keurig Dr Pepper didn’t respond to a request to make Whitmore available for comment on his stock purchase.</p>\n<p>Shares have gained 6.7% so far in 2021. After amixed fourth-quarter reportin January, Keurig Dr Pepper CEO Robert Gamgort pointed to the company’s “strong market execution across our entire portfolio.” Earlier this month, an analystdowngraded Keurig Dr Pepper stockto Equal Weight from Overweight, and wrote that the valuation was “no longer compelling.”</p>","source":"lsy1601382232898","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>Big Insider Stock Buys at Microsoft, Lowe’s, and Walmart</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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\">\nBig Insider Stock Buys at Microsoft, Lowe’s, and Walmart\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-22 18:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/big-insider-stock-buys-microsoft-lowes-walmart-keurig-51616191237?mod=RTA><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>As the stock market rose to record levels in recent weeks, insiders at some large companies have made large purchases of stock.\nDirectors atMicrosoft(ticker: MSFT), Lowe’s (LOW), andWalmart(WMT), and ...</p>\n\n<a href=\"https://www.barrons.com/articles/big-insider-stock-buys-microsoft-lowes-walmart-keurig-51616191237?mod=RTA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"WMT":"沃尔玛","LOW":"劳氏","MSFT":"微软"},"source_url":"https://www.barrons.com/articles/big-insider-stock-buys-microsoft-lowes-walmart-keurig-51616191237?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162978648","content_text":"As the stock market rose to record levels in recent weeks, insiders at some large companies have made large purchases of stock.\nDirectors atMicrosoft(ticker: MSFT), Lowe’s (LOW), andWalmart(WMT), and an executive atKeurig Dr Pepper(KDP) have made million-dollar open-market purchases of stock. For all of them, it was their first stock purchases as company insiders on the open market.\nEmma Walmsley paid $1 million on March 10 for 4,300 Microsoft shares, an average per-share price of $236.80. She now owns 5,026 shares of the software giant,according to a formshe filed with the Securities and Exchange Commission. Walmsley, the CEO of GlaxoSmithKline (GSK),joined Microsoft’s boardin December 2019.\nMicrosoft stock has gained 3.6% year to date, compared with the 4.2% rise in theS&P 500 index,a broad measure of the market. Microsoft’searnings have been strong. Earlier this month, an analyst wrote anupbeat reportabout the shares.\nWalmsley declined to comment on her recent purchase of Microsoft stock beyond the filing.\nDavid Batchelderpaid $1 million for 6,250 Lowe’s shareson Feb. 26, a per-share average price of $159.48. He made the purchases through a trust that now owns 28,250 shares of the home-improvement retailer.\nBatchelder, aLowe’s director since 2018, was a founder, principal, and member of the investment committee at Relational Investor. Lowe’s didn’t respond to a request to make him available for comment on his stock purchase.\nLowe’s stock has risen 11.8% so far in 2021. Shares have performed well during the coronavirus pandemic, and at least one analyst thinks Lowe’s stock can riseas the economy reopens. Ahousing recoverylooks set to benefit the retailer as well.\nRandall Stephenson  joined Walmart’s board, effective March 3. Less than a week later, on March 8, hepaid $1 million for 7,725 sharesof the retailing giant, a per-share average price of $129.63.\nWalmart didn’t respond to a request to make Stephenson, a former chairman and CEO of AT&T (T), available for comment on his stock purchase.\nWalmart stock has slipped 8.6% so far in 2021.Mixed fourth-quarter earnings, reported in February, sent shares sliding. We’ve noted that Walmart could make abig splash in bankingsoon.\nJustin Whitmorejoined Keurig Dr Peppereffective March 1 as chief strategy officer. Two weeks later, on March 15, Whitmorepaid $1.2 million for 37,384 sharesof the beverage company, an average price of $33.30 each.\nKeurig Dr Pepper didn’t respond to a request to make Whitmore available for comment on his stock purchase.\nShares have gained 6.7% so far in 2021. After amixed fourth-quarter reportin January, Keurig Dr Pepper CEO Robert Gamgort pointed to the company’s “strong market execution across our entire portfolio.” Earlier this month, an analystdowngraded Keurig Dr Pepper stockto Equal Weight from Overweight, and wrote that the valuation was “no longer compelling.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":422,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":350918059,"gmtCreate":1616148396971,"gmtModify":1704791540599,"author":{"id":"3574047516831606","authorId":"3574047516831606","name":"MervKJ","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FCEL\">$FuelCell(FCEL)$</a>Gd time to buy","listText":"<a href=\"https://laohu8.com/S/FCEL\">$FuelCell(FCEL)$</a>Gd time to buy","text":"$FuelCell(FCEL)$Gd time to buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/350918059","isVote":1,"tweetType":1,"viewCount":543,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":364492184,"gmtCreate":1614869023848,"gmtModify":1704776307963,"author":{"id":"3574047516831606","authorId":"3574047516831606","name":"MervKJ","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Hmm","listText":"Hmm","text":"Hmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/364492184","repostId":"1109661138","repostType":4,"repost":{"id":"1109661138","pubTimestamp":1614868361,"share":"https://www.laohu8.com/m/news/1109661138?lang=&edition=full","pubTime":"2021-03-04 22:32","market":"other","language":"en","title":" Stocks are flat as market struggles to rebound from back-to-back losses","url":"https://stock-news.laohu8.com/highlight/detail?id=1109661138","media":"cnbc","summary":"(March 4) U.S. stock index futures were trading near the flatline early Thursday, as a better-than-e","content":"<div>\n<p>(March 4) U.S. stock index futures were trading near the flatline early Thursday, as a better-than-expected reading on weekly jobless claims supported sentiment on Wall Street.Futures contracts tied ...</p>\n\n<a href=\"https://www.cnbc.com/2021/03/03/stock-market-open-to-close-news.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title> Stocks are flat as market struggles to rebound from back-to-back losses</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\">\n Stocks are flat as market struggles to rebound from back-to-back losses\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-04 22:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/03/03/stock-market-open-to-close-news.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(March 4) U.S. stock index futures were trading near the flatline early Thursday, as a better-than-expected reading on weekly jobless claims supported sentiment on Wall Street.Futures contracts tied ...</p>\n\n<a href=\"https://www.cnbc.com/2021/03/03/stock-market-open-to-close-news.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index","SPY":"标普500ETF"},"source_url":"https://www.cnbc.com/2021/03/03/stock-market-open-to-close-news.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1109661138","content_text":"(March 4) U.S. stock index futures were trading near the flatline early Thursday, as a better-than-expected reading on weekly jobless claims supported sentiment on Wall Street.Futures contracts tied to the Dow Jones Industrial Average pointed to a slight gain 30 points at the open. S&P 500 futures and Nasdaq 100 futures were flat.First-time filings for unemployment insurance in the week ended Feb. 27 totaled 745,000, a touch below the Dow Jones estimate of 750,000,the Labor Department reported Thursday.Investors also awaited a speech from Federal Reserve Chair Jerome Powell, who is set to join The Wall Street Journal Jobs Summit to talk about the economy later Thursday.Treasury yields, which have been keeping investors on edge in recent weeks, edged up once again. The benchmark10-year Treasury yieldtraded slightly higher at 1.47%. Last week, the rate soared to a high of 1.6% in a sudden move that sparked a big sell-off in stocks.Stocks posted heavy losses during Wednesday’s regular trading as rising bond yields spooked investors. The S&P 500 dipped 1.3%, while the Dow Jones Industrial Average closed 119 points, or 0.38%, lower. The Nasdaq Composite was the relative underperformer, falling 2.7% as tech names declined. The index is on track to post its third straight negative week — the longest weekly losing streak since September.Major averages started the week with a surge with the Dow jumping 600 points on Monday, but the rally failed to carry through amid lingering concerns about higher interest rates and tech valuations.“Our current strategy work suggests robust economic growth this year with a modest increase in inflation,” noted Scott Wren, senior global equity strategist at Wells Fargo Investment Institute. “In attempting to read the tea leaves, the steepening of the yield curve, in our opinion, reflects the market’s belief that growth and inflation should continue to move back toward appropriate levels as the pandemic eases. We view this as a positive for stocks and other risk assets, like commodities,” he added.During Wednesday’s session, one bright spot was companies tied to the economy’s reopening. Shares of airline and cruise line operators advanced after President Joe Biden said Tuesday that the U.S. will have enough Covid-19 vaccines for all adults by the end of May.Additional stimulus measures could also inject optimism into the market. The Senate is currently debating the $1.9 trillion relief packagepassed by the House on Saturday.“Our macro team sees the economy as spring-loaded given the vaccinations and additional stimulus,” Keith Lerner, Truist chief market strategist, wrote in a note to clients. “The ability and desire of the consumer to spend on services and experiences should lead to the best economic growth we have seen in over 35 years.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":14,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":361770112,"gmtCreate":1614264366636,"gmtModify":1704769864326,"author":{"id":"3574047516831606","authorId":"3574047516831606","name":"MervKJ","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FCEL\">$FuelCell(FCEL)$</a>had great&nbsp;Protential&nbsp;","listText":"<a href=\"https://laohu8.com/S/FCEL\">$FuelCell(FCEL)$</a>had great&nbsp;Protential&nbsp;","text":"$FuelCell(FCEL)$had great Protential","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/361770112","isVote":1,"tweetType":1,"viewCount":14,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":890960847,"gmtCreate":1628076790189,"gmtModify":1703500739537,"author":{"id":"3574047516831606","authorId":"3574047516831606","name":"MervKJ","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Gd","listText":"Gd","text":"Gd","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/890960847","repostId":"1187165636","repostType":4,"isVote":1,"tweetType":1,"viewCount":451,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":890960940,"gmtCreate":1628076771480,"gmtModify":1703500739049,"author":{"id":"3574047516831606","authorId":"3574047516831606","name":"MervKJ","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/890960940","repostId":"1137127820","repostType":4,"repost":{"id":"1137127820","pubTimestamp":1628076215,"share":"https://www.laohu8.com/m/news/1137127820?lang=&edition=full","pubTime":"2021-08-04 19:23","market":"us","language":"en","title":"Citi Cuts Tech-Heavy U.S. Stocks on Treasury Yield Surge Call","url":"https://stock-news.laohu8.com/highlight/detail?id=1137127820","media":"Bloomberg","summary":"Growth recovery will fuel rise in Treasury yields to 2%: Citi.\nStrategists cut U.S. stocks, prefer J","content":"<ul>\n <li>Growth recovery will fuel rise in Treasury yields to 2%: Citi.</li>\n <li>Strategists cut U.S. stocks, prefer Japan and U.K. markets.</li>\n</ul>\n<p>U.S. stock market returns may suffer as economic recovery and possible monetary tightening are set to fuel a surge in Treasury yields, according to Citigroup Inc. strategists.</p>\n<p>Citi downgraded U.S. stocks to neutral from overweight on Wednesday due to the large prevalence of tech companies, which are vulnerable to higher rates. The recent rally in government bonds will be temporary before macro growth fuels a rise in 10-year yields to 2% into 2022, according to Robert Buckland and his colleagues.</p>\n<p>Bonds have been rebounding in recent months, pushing the 10-year yield down to 1.18% amid a resurgence in Covid-19 cases and concerns that the global recovery isn’t as strong as expected. With the S&amp;P 500 trading at record highs, a possible resumption of the ascent in yields could make the stock market, and growth shares in particular, vulnerable to selloffs.</p>\n<p><img src=\"https://static.tigerbbs.com/c30dae15743966495185f73dc8fd5e5e\" tg-width=\"1200\" tg-height=\"675\" width=\"100%\" height=\"auto\">“The U.S. equity market is more vulnerable to higher real yields because it has a heavy growth stock weighting,” the Citi strategists said in a note.</p>\n<p>At the same time, Citi says a jump in Treasury yields is unlikely to be “fatal” for global equities because of strong early-cycle earnings growth supporting risk sentiment. The strategists expect the two factors to cancel each other out over the next 12 months, predicting flat returns for the MSCI World Index by mid-2022.</p>\n<p>Citi upgraded Japanese equities to overweight, citing cheap valuations and sensitivity to global cyclical recovery. It also kept U.K. stocks at overweight thanks to their positive correlation to higher bond yields. Among equity sectors, financials and materials will benefit from a rise in borrowing costs, the strategists say.</p>\n<p>According to a Bloomberg survey of forecasters, the 10-year Treasury rate will rise to about 1.8% by the end of 2021. Bearish Citi strategists point to technical factors behind the recent drop in yields, such as the unwinding of short positions and supply dynamics, with the march toward 2% likely to resume soon.</p>\n<p></p>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Citi Cuts Tech-Heavy U.S. Stocks on Treasury Yield Surge Call</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 Cuts Tech-Heavy U.S. Stocks on Treasury Yield Surge Call\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-04 19:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2021-08-04/citi-cuts-tech-heavy-u-s-stocks-on-treasury-yield-surge-call?srnd=markets-vp><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Growth recovery will fuel rise in Treasury yields to 2%: Citi.\nStrategists cut U.S. stocks, prefer Japan and U.K. markets.\n\nU.S. stock market returns may suffer as economic recovery and possible ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2021-08-04/citi-cuts-tech-heavy-u-s-stocks-on-treasury-yield-surge-call?srnd=markets-vp\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF",".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://www.bloomberg.com/news/articles/2021-08-04/citi-cuts-tech-heavy-u-s-stocks-on-treasury-yield-surge-call?srnd=markets-vp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137127820","content_text":"Growth recovery will fuel rise in Treasury yields to 2%: Citi.\nStrategists cut U.S. stocks, prefer Japan and U.K. markets.\n\nU.S. stock market returns may suffer as economic recovery and possible monetary tightening are set to fuel a surge in Treasury yields, according to Citigroup Inc. strategists.\nCiti downgraded U.S. stocks to neutral from overweight on Wednesday due to the large prevalence of tech companies, which are vulnerable to higher rates. The recent rally in government bonds will be temporary before macro growth fuels a rise in 10-year yields to 2% into 2022, according to Robert Buckland and his colleagues.\nBonds have been rebounding in recent months, pushing the 10-year yield down to 1.18% amid a resurgence in Covid-19 cases and concerns that the global recovery isn’t as strong as expected. With the S&P 500 trading at record highs, a possible resumption of the ascent in yields could make the stock market, and growth shares in particular, vulnerable to selloffs.\n“The U.S. equity market is more vulnerable to higher real yields because it has a heavy growth stock weighting,” the Citi strategists said in a note.\nAt the same time, Citi says a jump in Treasury yields is unlikely to be “fatal” for global equities because of strong early-cycle earnings growth supporting risk sentiment. The strategists expect the two factors to cancel each other out over the next 12 months, predicting flat returns for the MSCI World Index by mid-2022.\nCiti upgraded Japanese equities to overweight, citing cheap valuations and sensitivity to global cyclical recovery. It also kept U.K. stocks at overweight thanks to their positive correlation to higher bond yields. Among equity sectors, financials and materials will benefit from a rise in borrowing costs, the strategists say.\nAccording to a Bloomberg survey of forecasters, the 10-year Treasury rate will rise to about 1.8% by the end of 2021. Bearish Citi strategists point to technical factors behind the recent drop in yields, such as the unwinding of short positions and supply dynamics, with the march toward 2% likely to resume soon.","news_type":1},"isVote":1,"tweetType":1,"viewCount":742,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":126548776,"gmtCreate":1624579927095,"gmtModify":1703840729066,"author":{"id":"3574047516831606","authorId":"3574047516831606","name":"MervKJ","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/126548776","repostId":"2146202596","repostType":4,"isVote":1,"tweetType":1,"viewCount":433,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":353215852,"gmtCreate":1616500606276,"gmtModify":1704794898969,"author":{"id":"3574047516831606","authorId":"3574047516831606","name":"MervKJ","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Hmm","listText":"Hmm","text":"Hmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/353215852","repostId":"2121488575","repostType":4,"repost":{"id":"2121488575","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1616500386,"share":"https://www.laohu8.com/m/news/2121488575?lang=&edition=full","pubTime":"2021-03-23 19:53","market":"us","language":"en","title":"7 Stocks To Watch For March 23, 2021","url":"https://stock-news.laohu8.com/highlight/detail?id=2121488575","media":"Benzinga","summary":"Some of the stocks that may grab investor focus today are:\n\nWall Street expects  IHS Markit Ltd (NYSE: INFO) to report quarterly earnings at $0.70 per share on revenue of $1.11 billion before the opening bell. IHS Markit shares fell 0.6% to $94.07 in after-hours trading.","content":"<p>Some of the stocks that may grab investor focus today are:</p>\n<p>Wall Street expects <b> IHS <a href=\"https://laohu8.com/S/MRKT\">Markit</a> Ltd</b> (NYSE:INFO) to report quarterly earnings at $0.70 per share on revenue of $1.11 billion before the opening bell. IHS Markit shares fell 0.6% to $94.07 in after-hours trading.</p>\n<p><b>Microsoft Corporation </b>(NASDAQ:MSFT) is in talks to acquire Discord Inc. for more than $10 billion, Bloomberg reported. Microsoft shares rose 0.03% to $236.06 in the after-hours trading session.</p>\n<p>Analysts are expecting <b><a href=\"https://laohu8.com/S/ADBE\">Adobe</a> Inc </b>(NASDAQ:ADBE) to have earned $2.78 per share on revenue of $3.76 billion for the latest quarter. The company will release earnings after the markets close. Adobe shares rose 0.2% to $453.40 in after-hours trading.</p>\n<p><b>Banc of California, Inc. </b>(NYSE:BANC) reported the purchase of<b> Pacific Mercantile Bancorp </b>(NASDAQ:PMBC) for $9.77 per share in an all-stock deal. Pacific Mercantile shares fell 1.8% to close at $8.06, while Banc of California shares fell 4.5% to close at $19.54 on Monday.</p>\n<p>Analysts expect<b> GameStop Corp. </b>(NYSE:GME) to post quarterly earnings at $1.35 per share on revenue of $2.21 billion after the closing bell. GameStop shares fell 1% to $192.58 in after-hours trading.</p>\n<p>After the markets close, <b>AAR Corp. </b>(NYSE:AIR) to post quarterly earnings at $0.29 per share on revenue of $414.62 million. AAR shares fell 1.7% to close at $41.58 on Monday.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>7 Stocks To Watch For March 23, 2021</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n7 Stocks To Watch For March 23, 2021\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/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-03-23 19:53</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>Some of the stocks that may grab investor focus today are:</p>\n<p>Wall Street expects <b> IHS <a href=\"https://laohu8.com/S/MRKT\">Markit</a> Ltd</b> (NYSE:INFO) to report quarterly earnings at $0.70 per share on revenue of $1.11 billion before the opening bell. IHS Markit shares fell 0.6% to $94.07 in after-hours trading.</p>\n<p><b>Microsoft Corporation </b>(NASDAQ:MSFT) is in talks to acquire Discord Inc. for more than $10 billion, Bloomberg reported. Microsoft shares rose 0.03% to $236.06 in the after-hours trading session.</p>\n<p>Analysts are expecting <b><a href=\"https://laohu8.com/S/ADBE\">Adobe</a> Inc </b>(NASDAQ:ADBE) to have earned $2.78 per share on revenue of $3.76 billion for the latest quarter. The company will release earnings after the markets close. Adobe shares rose 0.2% to $453.40 in after-hours trading.</p>\n<p><b>Banc of California, Inc. </b>(NYSE:BANC) reported the purchase of<b> Pacific Mercantile Bancorp </b>(NASDAQ:PMBC) for $9.77 per share in an all-stock deal. Pacific Mercantile shares fell 1.8% to close at $8.06, while Banc of California shares fell 4.5% to close at $19.54 on Monday.</p>\n<p>Analysts expect<b> GameStop Corp. </b>(NYSE:GME) to post quarterly earnings at $1.35 per share on revenue of $2.21 billion after the closing bell. GameStop shares fell 1% to $192.58 in after-hours trading.</p>\n<p>After the markets close, <b>AAR Corp. </b>(NYSE:AIR) to post quarterly earnings at $0.29 per share on revenue of $414.62 million. AAR shares fell 1.7% to close at $41.58 on Monday.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ADBE":"Adobe","BANC":"BANC OF CALIFORNIA","AIR":"AAR公司","GME":"游戏驿站","PMBC":"太平洋商业合众银行","MSFT":"微软","INFO":"IHS Markit Ltd."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2121488575","content_text":"Some of the stocks that may grab investor focus today are:\nWall Street expects  IHS Markit Ltd (NYSE:INFO) to report quarterly earnings at $0.70 per share on revenue of $1.11 billion before the opening bell. IHS Markit shares fell 0.6% to $94.07 in after-hours trading.\nMicrosoft Corporation (NASDAQ:MSFT) is in talks to acquire Discord Inc. for more than $10 billion, Bloomberg reported. Microsoft shares rose 0.03% to $236.06 in the after-hours trading session.\nAnalysts are expecting Adobe Inc (NASDAQ:ADBE) to have earned $2.78 per share on revenue of $3.76 billion for the latest quarter. The company will release earnings after the markets close. Adobe shares rose 0.2% to $453.40 in after-hours trading.\nBanc of California, Inc. (NYSE:BANC) reported the purchase of Pacific Mercantile Bancorp (NASDAQ:PMBC) for $9.77 per share in an all-stock deal. Pacific Mercantile shares fell 1.8% to close at $8.06, while Banc of California shares fell 4.5% to close at $19.54 on Monday.\nAnalysts expect GameStop Corp. (NYSE:GME) to post quarterly earnings at $1.35 per share on revenue of $2.21 billion after the closing bell. GameStop shares fell 1% to $192.58 in after-hours trading.\nAfter the markets close, AAR Corp. (NYSE:AIR) to post quarterly earnings at $0.29 per share on revenue of $414.62 million. AAR shares fell 1.7% to close at $41.58 on Monday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":326,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":324131812,"gmtCreate":1615972576436,"gmtModify":1704789105282,"author":{"id":"3574047516831606","authorId":"3574047516831606","name":"MervKJ","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Hmm","listText":"Hmm","text":"Hmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/324131812","repostId":"1185741358","repostType":4,"repost":{"id":"1185741358","pubTimestamp":1615972422,"share":"https://www.laohu8.com/m/news/1185741358?lang=&edition=full","pubTime":"2021-03-17 17:13","market":"us","language":"en","title":"5 Stocks To Watch For March 17, 2021","url":"https://stock-news.laohu8.com/highlight/detail?id=1185741358","media":"Benzinga","summary":"Wall Street expects Cintas Corporation CTAS to report quarterly earnings at $2.19 per share on reven","content":"<ul><li>Wall Street expects&nbsp;<b>Cintas Corporation</b>&nbsp;CTAS&nbsp;to report quarterly earnings at $2.19 per share on revenue of $1.75 billion before the opening bell. Cintas shares fell 1% to close at $347.95 on Tuesday.</li><li><b>Lennar Corporation</b>LENreported better-than-expected results for its first quarter on Tuesday. Lennar shares gained 1.6% to $90.10 in the after-hours trading session.</li><li>Analysts are expecting<b>Williams-Sonoma, Inc.</b>WSMto have earned $3.39 per share on revenue of $2.17 billion for the latest quarter. The company will release earnings after the markets close. Williams-Sonoma shares rose 0.2% to $138.81 in after-hours trading.</li><li><b>Coupa Software Inc</b>COUPreported upbeat results for its fourth quarter and issued strong sales guidance. Coupa Software shares gained 2% to $277.50 in the after-hours trading session.</li><li>Analysts expect<b>Lands' End, Inc.</b>LEto report quarterly earnings at $0.55 per share on revenue of $530.87 million before the opening bell. Lands' End shares climbed 9.4% to $38.50 in the after-hours trading session.</li></ul>","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>5 Stocks To Watch For March 17, 2021</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n5 Stocks To Watch For March 17, 2021\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-17 17:13 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/news/earnings/21/03/20207864/5-stocks-to-watch-for-march-17-2021><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Wall Street expects Cintas Corporation CTAS to report quarterly earnings at $2.19 per share on revenue of $1.75 billion before the opening bell. Cintas shares fell 1% to close at $347.95 on Tuesday....</p>\n\n<a href=\"https://www.benzinga.com/news/earnings/21/03/20207864/5-stocks-to-watch-for-march-17-2021\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CTAS":"信达思"},"source_url":"https://www.benzinga.com/news/earnings/21/03/20207864/5-stocks-to-watch-for-march-17-2021","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185741358","content_text":"Wall Street expects Cintas Corporation CTAS to report quarterly earnings at $2.19 per share on revenue of $1.75 billion before the opening bell. Cintas shares fell 1% to close at $347.95 on Tuesday.Lennar CorporationLENreported better-than-expected results for its first quarter on Tuesday. Lennar shares gained 1.6% to $90.10 in the after-hours trading session.Analysts are expectingWilliams-Sonoma, Inc.WSMto have earned $3.39 per share on revenue of $2.17 billion for the latest quarter. The company will release earnings after the markets close. Williams-Sonoma shares rose 0.2% to $138.81 in after-hours trading.Coupa Software IncCOUPreported upbeat results for its fourth quarter and issued strong sales guidance. Coupa Software shares gained 2% to $277.50 in the after-hours trading session.Analysts expectLands' End, Inc.LEto report quarterly earnings at $0.55 per share on revenue of $530.87 million before the opening bell. Lands' End shares climbed 9.4% to $38.50 in the after-hours trading session.","news_type":1},"isVote":1,"tweetType":1,"viewCount":352,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":322156508,"gmtCreate":1615786514804,"gmtModify":1704786469089,"author":{"id":"3574047516831606","authorId":"3574047516831606","name":"MervKJ","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Hmm","listText":"Hmm","text":"Hmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/322156508","repostId":"1184730448","repostType":4,"isVote":1,"tweetType":1,"viewCount":238,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":329741853,"gmtCreate":1615283477272,"gmtModify":1704780563858,"author":{"id":"3574047516831606","authorId":"3574047516831606","name":"MervKJ","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Hmm","listText":"Hmm","text":"Hmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/329741853","repostId":"1142460432","repostType":4,"repost":{"id":"1142460432","pubTimestamp":1615283008,"share":"https://www.laohu8.com/m/news/1142460432?lang=&edition=full","pubTime":"2021-03-09 17:43","market":"us","language":"en","title":"The Stocks Rotation Ride Is Real, and Violent","url":"https://stock-news.laohu8.com/highlight/detail?id=1142460432","media":"Bloomberg","summary":"There’s no room left for doubt that a major shift is under way.\nRotation, Rotation, Rotation\nLast No","content":"<p>There’s no room left for doubt that a major shift is under way.</p>\n<p><b>Rotation, Rotation, Rotation</b></p>\n<p>Last November, when excellent vaccine test results sparked a surge in stocks that had suffered most from the pandemic lockdown, it was still possible to doubt whether there had been a true market rotation. The initial&nbsp;drama&nbsp;was followed by a month or two of dithering. That doubt is over. The market is unquestionably going through a major shift. The question is how long it will continue.</p>\n<p>Within the stock market, the rotation is most pronounced in the move from “momentum” stocks, which had previously been winning, to “value” companies, which look cheap compared to their fundamentals. That change, by Bloomberg’s measure, is about as violent as any in history:</p>\n<p><img src=\"https://static.tigerbbs.com/6386f1bd17b4e321382ee6a26f1e732d\" tg-width=\"1200\" tg-height=\"675\"></p>\n<p>The underlying driver for stocks is the bond market. The rotation toward&nbsp;higher yields in bonds has slowed a little but not stopped, and the benchmark 10-year Treasury yield topped 1.6% again in Monday trading. Its trend now appears to be plainly upward:</p>\n<p><img src=\"https://static.tigerbbs.com/d0ed893e22bdf9d9d36694e66417d87a\" tg-width=\"1200\" tg-height=\"675\"></p>\n<p>Underlying the move in bonds is a shift in views about the economy, driven in part by the news from Washington that Democrats should be able to push through a $1.9 trillion stimulus package. Meanwhile, there is also excitement over the fight against the pandemic, with the likely reopening date for the economy steadily moving forward. For one dramatic demonstration of this, watch the relative performance since the beginning of last year of Netflix Inc., a pure play on streaming at home, and Walt Disney Co., a bet on streaming content that also comes with a large theme park business. Disney still lags Netflix since the beginning of last year, but has outperformed it by almost 90% since its nadir last July:</p>\n<p><img src=\"https://static.tigerbbs.com/403e2b3fa7d95012d5e6269246099190\" tg-width=\"1200\" tg-height=\"675\"></p>\n<p>So, a rotation is under way. That raises many questions —&nbsp;far too many to answer here. But here are some of the more important issues.</p>\n<p><b>What’s Bubbling?</b></p>\n<p>The question of whether we are in a stock market bubble persists. A lot depends on how to account for the undoubted prop that the market receives from low bond yields. But to an extent, the point of a bubble is that it goes beyond a point where valuation matters; it is already overvalued and the question is how overvalued it can become. That is a question of mass psychology, which can be revealed in stock charts. This is one of those times when looking at patterns in prices can have some relevance.</p>\n<p>The greatest fear is that we are staging a repeat of the great dot-com bubble that burst almost exactly 21 years ago. Rather than look at the highly speculative dot-coms that went to market without profits or even revenues to their names, this chart compares the Nasdaq-100, a tech-dominated group of large companies, against the equal-weighted version of the S&amp;P 500, a measure of the performance of the “average stock.” As can be seen, this was a bubble for the ages:</p>\n<p><img src=\"https://static.tigerbbs.com/6f5d824bd0d01b4953bbda519d9a91ea\" tg-width=\"1200\" tg-height=\"675\"></p>\n<p>Over the year to the Nasdaq’s peak, the average stock went nowhere. And barely nine months after that, the index had given up all of its gains over the previous 12 months, and was lagging the average stock. Now, this is the same exercise repeated for the year running up to the Nasdaq-100’s high last month:</p>\n<p><img src=\"https://static.tigerbbs.com/555180102d590a989cf61e0477a0ae7a\" tg-width=\"1200\" tg-height=\"675\"></p>\n<p>Tech stocks became badly overpriced and are now having a correction that probably has further to go. Meanwhile the equal-weighted S&amp;P 500 is barely below its all-time high. At this level the Nasdaq-100, in behavioral terms,&nbsp;isn’t a repeat of 1999-2000.</p>\n<p>However, if we look at the most exciting stock of the moment, the Ark Innovation exchange-traded fund managed by Cathie Wood, we do see a pattern that’s distinctly reminiscent of the internet craze:</p>\n<p><img src=\"https://static.tigerbbs.com/687b2e418468de72b7c3c5fa4c6209ec\" tg-width=\"1200\" tg-height=\"675\"></p>\n<p>The stocks held by Ark are potential “disrupters” that are for the most part smaller than members of the Nasdaq-100 (Tesla Inc. is a big exception). Wood herself gave&nbsp;a great interview with Bloomberg TV&nbsp;in which she conceded that the market was “broadening,” which is a positive sign of recovering optimism. She also contended that the stocks faring best — such as banks, energy companies&nbsp;and auto manufacturers — are exactly the kind of businesses that stand to be disrupted in the long run by Ark’s investments. These are all valid arguments; buying Amazon.com Inc. in late 1999 proved to be a superlative 20-year investment, even if you had to wait a decade before you broke even. But at this point, the most exciting speculative stocks do look as though they’ve been&nbsp;partying like it’s 1999.</p>\n<p><b>Self-Stabilizers</b></p>\n<p>One point about market rotations is that they come with in-built stabilizers. For example, optimism on growth and fear of inflation leads to higher interest rates, which in turn dampen growth and inflation. This becomes a key question now. Estimates for U.S. growth in 2021 have risen sharply thanks to the success of its vaccine program. Forecasts for many other countries are actively declining due to vaccine disappointment. This means that yields are rising everywhere —&nbsp;but far faster in the U.S. than the rest of the developed world. The following charts from Credit Suisse Group AG demonstrate this nicely:</p>\n<p><img src=\"https://static.tigerbbs.com/abc0dc20ce12b638eb3d0ffcc8c40b0e\" tg-width=\"681\" tg-height=\"852\"></p>\n<p>How does this change things? If lots of foreigners pour into Treasuries to take advantage of the higher yields, then the yields won’t rise so much. This was a point that David Tepper, the hedge fund investor who runs Appaloosa Management, made early Monday, to much excitement. That effect hasn’t happened yet. Alternatively, the higher yields in the U.S. succeed in attracting flows that push the dollar up. A higher dollar tends to damp&nbsp;inflation. Over the last four years, there is a distinct tendency for the currency to follow the path set by the gap between U.S. and German bond yields, with a lag of a couple of months. And that is already happening:</p>\n<p><img src=\"https://static.tigerbbs.com/ad3285dc614eb4b0ededa421f50ffd7d\" tg-width=\"1200\" tg-height=\"675\"></p>\n<p>The dollar’s rebound has taken many by surprise, and it could change much of the presiding narrative of a big reflation this year. It could also derail&nbsp;investment in emerging markets. Higher Treasury yields have had their customary effect of messing up emerging market carry trades —&nbsp;the practice of borrowing in currencies with low rates and parking in countries with higher rates, pocketing the carry. A promising rebound for emerging carry trades looks as though it has been snuffed out:</p>\n<p><img src=\"https://static.tigerbbs.com/a7d87cf6d8b588ec38ec6fa81561f82b\" tg-width=\"1200\" tg-height=\"675\"></p>\n<p><b>Self-Fulfilling Prophecies</b></p>\n<p>Markets don’t just have their own stabilizers. They also have the ability to make a prophecy and know that it will come true. This could be about to happen in the great rotation between value and momentum.</p>\n<p>One popular trade among quants is to combine value and momentum. An objection is that the two will tend to cancel each other out, and much of the time they do. But every so often, there is a moment when value stocks have momentum, and the strategy goes into overdrive. Such a moment appears to be at hand.</p>\n<p>The following chart&nbsp;is from Mike Wilson, head U.S. equity strategist at Morgan Stanley, who points out that with the anniversary of the great selloff last March, the stocks that appear to have momentum over the last 12 months will change. Rather than being crowded with tech stocks, quants looking to buy “momentum stocks” will instead start to add banks and energy groups. So a rotation that started with a push from economic fundamentals could receive a second wind from technical factors:</p>\n<p><img src=\"https://static.tigerbbs.com/e1e4658b732782ed964dda7f66eed987\" tg-width=\"1022\" tg-height=\"654\"></p>\n<p>This isn’t&nbsp;so much a market stabilizer as a market destabilizer, driven by the weight of money wielded by institutions. This powerful effect could become more disruptive.</p>\n<p><b>The Power of Bonds</b></p>\n<p>So exactly how much influence do bonds have over stocks? I’d like to mention two interesting angles on this profound question. First, Deltec Bank &amp; Trust Ltd. makes the interesting point that when yields are at very low levels, bond volatility almost by definition gets that much greater when there is any rise. This is the way Hugo Rogers of Deltec puts it:</p>\n<blockquote>\n <i>In a way it is the certainty of ‘low forever’ rates and the unlimited buying potential that is most stimulative. This is reflected in bond volatility.&nbsp;But now that the post COVID recovery has begun, now inflation expectations are justifiably rising, and with fears of another high-teens budget deficit, so is bond market volatility.</i>\n</blockquote>\n<blockquote>\n <i>This is a foundation of markets, a key component of financial conditions. As long rates rise, as bond market volatility increases, funding tightens.&nbsp;We have explained some of the link to other markets, but the market beyond bonds themselves, that is most effected are equities priced using zero cost of capital (unicorns).It is no surprise to see companies making no cash flow, priced off blue sky thinking, falling fastest in this market. We expect this to continue.</i>\n</blockquote>\n<p>And indeed, if we look at the performance of Ark Innovation, compared with the MOVE index of bond volatility on an inverted scale, there is a family resemblance. While bond volatility appears under control, speculative tech companies do very well; any rise holds them back:</p>\n<p><img src=\"https://static.tigerbbs.com/4ffe8c874f6c050157a432719967df81\" tg-width=\"1200\" tg-height=\"675\"></p>\n<p>If bond volatility persists, we can expect the difficulties for last year’s leaders to continue too.</p>\n<p>What of the broader question of whether lower bond yields justify higher valuations on stocks? It is time for an entry from Robert Shiller of Yale University, who late last year introduced the concept of the “Excess CAPE Yield” (his measure of the long-term earnings yield on stocks minus the 10-year bond yield). The higher this gauge, the more we can expect stocks to beat bonds in future. Thanks to low bond yields, the ECY is positive at present, suggesting that stocks should indeed beat bonds.</p>\n<p>At the peak of the boom in 2000, the ECY was negative, meaning that earnings yields had dropped below bond yields, so the indicator correctly signaled that stocks were due for a period of terrible relative performance. The ECY is telling us that the current stock market isn’t as wildly overvalued as in 2000. But that is faint praise. Is it telling us that this is a great time to buy stocks?</p>\n<p>Many interpreted it that way. But&nbsp;Shiller wrote a column for the New York Times&nbsp;over the weekend that corrects that impression.</p>\n<blockquote>\n <i>Right now the E.C.Y. is 3.15 percent. That is roughly its average for the last 20 years. It is relatively high, and it predicts that stocks will outperform bonds. Current interest rates for bonds make that a very low hurdle.</i>\n</blockquote>\n<blockquote>\n <i>Consider that when you factor in inflation, the 10-year Treasury note, yielding around 1.4 percent, will most likely pay back less in real dollars at maturity than your original investment. Stocks may not have the usual high long-run expectations (the CAPE tells us that), but at least there is a positive long-run expected return.</i>\n</blockquote>\n<blockquote>\n <i>Putting all of this together, I’d say the stock market is high but still in some ways more attractive than the bond market.</i>\n</blockquote>\n<p>Shiller isn’t telling us to fill our boots with stocks, so much as to be very careful about bonds. It’s quite possible for both to fall together. If you find this disappointing, he understands:</p>\n<blockquote>\n <i>The markets may well be dangerously high right now, and I wish my measurements provided clearer guidance, but they don’t. We can’t accurately forecast the moment-by-moment movements of birds, and the stock and bond markets are, unfortunately, much the same.</i>\n</blockquote>\n<p>The bottom line is to continue to be careful out there. We will have to endure plenty more rotation before this is over.</p>\n<p><b>Survival Tips</b></p>\n<p>It has been hard to write this after a day spent largely giving my opinion on the Harry and Meghan interview. Sometimes being a British expat can be a problem. Anyway, on a royal theme, here is a remarkable clip of Prince playing George Harrison's&nbsp;<i>While My Guitar Gently Weeps</i>, in a band that includes Tom Petty and George's own son - who seems thoroughly to enjoy Prince's guitar solo, which comes towards the end of the clip. On a slightly more tenuous royal theme you could sit down and listen to&nbsp;<i>Their Satanic Majesties Request</i>&nbsp;by the Rolling Stones, or&nbsp;<i>Killer Queen</i>&nbsp;by Queen.</p>\n<p>If Harry and Meghan's travails have whetted the appetite for even more Windsors drama then my favorite actress in the part of Elizabeth II to date is Helen Mirren in&nbsp;<i>The Queen</i>. She also did a turn as&nbsp;<i>Elizabeth I</i>&nbsp;a year earlier —&nbsp;a rather more dynamic queen who had real and not figurative blood on her hands. Compare and contrast her with another dame, Judi Dench, in the same role in&nbsp;<i>Shakespeare In Love</i>.</p>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The Stocks Rotation Ride Is Real, and Violent</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 Stocks Rotation Ride Is Real, and Violent\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-09 17:43 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/opinion/articles/2021-03-09/the-stocks-rotation-ride-is-real-and-violent?srnd=opinion><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>There’s no room left for doubt that a major shift is under way.\nRotation, Rotation, Rotation\nLast November, when excellent vaccine test results sparked a surge in stocks that had suffered most from ...</p>\n\n<a href=\"https://www.bloomberg.com/opinion/articles/2021-03-09/the-stocks-rotation-ride-is-real-and-violent?srnd=opinion\">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","AMZN":"亚马逊","ARKK":"ARK Innovation ETF",".DJI":"道琼斯","NFLX":"奈飞","TSLA":"特斯拉","NDX":"纳斯达克100指数",".IXIC":"NASDAQ Composite","DIS":"迪士尼"},"source_url":"https://www.bloomberg.com/opinion/articles/2021-03-09/the-stocks-rotation-ride-is-real-and-violent?srnd=opinion","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142460432","content_text":"There’s no room left for doubt that a major shift is under way.\nRotation, Rotation, Rotation\nLast November, when excellent vaccine test results sparked a surge in stocks that had suffered most from the pandemic lockdown, it was still possible to doubt whether there had been a true market rotation. The initial drama was followed by a month or two of dithering. That doubt is over. The market is unquestionably going through a major shift. The question is how long it will continue.\nWithin the stock market, the rotation is most pronounced in the move from “momentum” stocks, which had previously been winning, to “value” companies, which look cheap compared to their fundamentals. That change, by Bloomberg’s measure, is about as violent as any in history:\n\nThe underlying driver for stocks is the bond market. The rotation toward higher yields in bonds has slowed a little but not stopped, and the benchmark 10-year Treasury yield topped 1.6% again in Monday trading. Its trend now appears to be plainly upward:\n\nUnderlying the move in bonds is a shift in views about the economy, driven in part by the news from Washington that Democrats should be able to push through a $1.9 trillion stimulus package. Meanwhile, there is also excitement over the fight against the pandemic, with the likely reopening date for the economy steadily moving forward. For one dramatic demonstration of this, watch the relative performance since the beginning of last year of Netflix Inc., a pure play on streaming at home, and Walt Disney Co., a bet on streaming content that also comes with a large theme park business. Disney still lags Netflix since the beginning of last year, but has outperformed it by almost 90% since its nadir last July:\n\nSo, a rotation is under way. That raises many questions — far too many to answer here. But here are some of the more important issues.\nWhat’s Bubbling?\nThe question of whether we are in a stock market bubble persists. A lot depends on how to account for the undoubted prop that the market receives from low bond yields. But to an extent, the point of a bubble is that it goes beyond a point where valuation matters; it is already overvalued and the question is how overvalued it can become. That is a question of mass psychology, which can be revealed in stock charts. This is one of those times when looking at patterns in prices can have some relevance.\nThe greatest fear is that we are staging a repeat of the great dot-com bubble that burst almost exactly 21 years ago. Rather than look at the highly speculative dot-coms that went to market without profits or even revenues to their names, this chart compares the Nasdaq-100, a tech-dominated group of large companies, against the equal-weighted version of the S&P 500, a measure of the performance of the “average stock.” As can be seen, this was a bubble for the ages:\n\nOver the year to the Nasdaq’s peak, the average stock went nowhere. And barely nine months after that, the index had given up all of its gains over the previous 12 months, and was lagging the average stock. Now, this is the same exercise repeated for the year running up to the Nasdaq-100’s high last month:\n\nTech stocks became badly overpriced and are now having a correction that probably has further to go. Meanwhile the equal-weighted S&P 500 is barely below its all-time high. At this level the Nasdaq-100, in behavioral terms, isn’t a repeat of 1999-2000.\nHowever, if we look at the most exciting stock of the moment, the Ark Innovation exchange-traded fund managed by Cathie Wood, we do see a pattern that’s distinctly reminiscent of the internet craze:\n\nThe stocks held by Ark are potential “disrupters” that are for the most part smaller than members of the Nasdaq-100 (Tesla Inc. is a big exception). Wood herself gave a great interview with Bloomberg TV in which she conceded that the market was “broadening,” which is a positive sign of recovering optimism. She also contended that the stocks faring best — such as banks, energy companies and auto manufacturers — are exactly the kind of businesses that stand to be disrupted in the long run by Ark’s investments. These are all valid arguments; buying Amazon.com Inc. in late 1999 proved to be a superlative 20-year investment, even if you had to wait a decade before you broke even. But at this point, the most exciting speculative stocks do look as though they’ve been partying like it’s 1999.\nSelf-Stabilizers\nOne point about market rotations is that they come with in-built stabilizers. For example, optimism on growth and fear of inflation leads to higher interest rates, which in turn dampen growth and inflation. This becomes a key question now. Estimates for U.S. growth in 2021 have risen sharply thanks to the success of its vaccine program. Forecasts for many other countries are actively declining due to vaccine disappointment. This means that yields are rising everywhere — but far faster in the U.S. than the rest of the developed world. The following charts from Credit Suisse Group AG demonstrate this nicely:\n\nHow does this change things? If lots of foreigners pour into Treasuries to take advantage of the higher yields, then the yields won’t rise so much. This was a point that David Tepper, the hedge fund investor who runs Appaloosa Management, made early Monday, to much excitement. That effect hasn’t happened yet. Alternatively, the higher yields in the U.S. succeed in attracting flows that push the dollar up. A higher dollar tends to damp inflation. Over the last four years, there is a distinct tendency for the currency to follow the path set by the gap between U.S. and German bond yields, with a lag of a couple of months. And that is already happening:\n\nThe dollar’s rebound has taken many by surprise, and it could change much of the presiding narrative of a big reflation this year. It could also derail investment in emerging markets. Higher Treasury yields have had their customary effect of messing up emerging market carry trades — the practice of borrowing in currencies with low rates and parking in countries with higher rates, pocketing the carry. A promising rebound for emerging carry trades looks as though it has been snuffed out:\n\nSelf-Fulfilling Prophecies\nMarkets don’t just have their own stabilizers. They also have the ability to make a prophecy and know that it will come true. This could be about to happen in the great rotation between value and momentum.\nOne popular trade among quants is to combine value and momentum. An objection is that the two will tend to cancel each other out, and much of the time they do. But every so often, there is a moment when value stocks have momentum, and the strategy goes into overdrive. Such a moment appears to be at hand.\nThe following chart is from Mike Wilson, head U.S. equity strategist at Morgan Stanley, who points out that with the anniversary of the great selloff last March, the stocks that appear to have momentum over the last 12 months will change. Rather than being crowded with tech stocks, quants looking to buy “momentum stocks” will instead start to add banks and energy groups. So a rotation that started with a push from economic fundamentals could receive a second wind from technical factors:\n\nThis isn’t so much a market stabilizer as a market destabilizer, driven by the weight of money wielded by institutions. This powerful effect could become more disruptive.\nThe Power of Bonds\nSo exactly how much influence do bonds have over stocks? I’d like to mention two interesting angles on this profound question. First, Deltec Bank & Trust Ltd. makes the interesting point that when yields are at very low levels, bond volatility almost by definition gets that much greater when there is any rise. This is the way Hugo Rogers of Deltec puts it:\n\nIn a way it is the certainty of ‘low forever’ rates and the unlimited buying potential that is most stimulative. This is reflected in bond volatility. But now that the post COVID recovery has begun, now inflation expectations are justifiably rising, and with fears of another high-teens budget deficit, so is bond market volatility.\n\n\nThis is a foundation of markets, a key component of financial conditions. As long rates rise, as bond market volatility increases, funding tightens. We have explained some of the link to other markets, but the market beyond bonds themselves, that is most effected are equities priced using zero cost of capital (unicorns).It is no surprise to see companies making no cash flow, priced off blue sky thinking, falling fastest in this market. We expect this to continue.\n\nAnd indeed, if we look at the performance of Ark Innovation, compared with the MOVE index of bond volatility on an inverted scale, there is a family resemblance. While bond volatility appears under control, speculative tech companies do very well; any rise holds them back:\n\nIf bond volatility persists, we can expect the difficulties for last year’s leaders to continue too.\nWhat of the broader question of whether lower bond yields justify higher valuations on stocks? It is time for an entry from Robert Shiller of Yale University, who late last year introduced the concept of the “Excess CAPE Yield” (his measure of the long-term earnings yield on stocks minus the 10-year bond yield). The higher this gauge, the more we can expect stocks to beat bonds in future. Thanks to low bond yields, the ECY is positive at present, suggesting that stocks should indeed beat bonds.\nAt the peak of the boom in 2000, the ECY was negative, meaning that earnings yields had dropped below bond yields, so the indicator correctly signaled that stocks were due for a period of terrible relative performance. The ECY is telling us that the current stock market isn’t as wildly overvalued as in 2000. But that is faint praise. Is it telling us that this is a great time to buy stocks?\nMany interpreted it that way. But Shiller wrote a column for the New York Times over the weekend that corrects that impression.\n\nRight now the E.C.Y. is 3.15 percent. That is roughly its average for the last 20 years. It is relatively high, and it predicts that stocks will outperform bonds. Current interest rates for bonds make that a very low hurdle.\n\n\nConsider that when you factor in inflation, the 10-year Treasury note, yielding around 1.4 percent, will most likely pay back less in real dollars at maturity than your original investment. Stocks may not have the usual high long-run expectations (the CAPE tells us that), but at least there is a positive long-run expected return.\n\n\nPutting all of this together, I’d say the stock market is high but still in some ways more attractive than the bond market.\n\nShiller isn’t telling us to fill our boots with stocks, so much as to be very careful about bonds. It’s quite possible for both to fall together. If you find this disappointing, he understands:\n\nThe markets may well be dangerously high right now, and I wish my measurements provided clearer guidance, but they don’t. We can’t accurately forecast the moment-by-moment movements of birds, and the stock and bond markets are, unfortunately, much the same.\n\nThe bottom line is to continue to be careful out there. We will have to endure plenty more rotation before this is over.\nSurvival Tips\nIt has been hard to write this after a day spent largely giving my opinion on the Harry and Meghan interview. Sometimes being a British expat can be a problem. Anyway, on a royal theme, here is a remarkable clip of Prince playing George Harrison's While My Guitar Gently Weeps, in a band that includes Tom Petty and George's own son - who seems thoroughly to enjoy Prince's guitar solo, which comes towards the end of the clip. On a slightly more tenuous royal theme you could sit down and listen to Their Satanic Majesties Request by the Rolling Stones, or Killer Queen by Queen.\nIf Harry and Meghan's travails have whetted the appetite for even more Windsors drama then my favorite actress in the part of Elizabeth II to date is Helen Mirren in The Queen. She also did a turn as Elizabeth I a year earlier — a rather more dynamic queen who had real and not figurative blood on her hands. Compare and contrast her with another dame, Judi Dench, in the same role in Shakespeare In Love.","news_type":1},"isVote":1,"tweetType":1,"viewCount":180,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":329956241,"gmtCreate":1615201610683,"gmtModify":1704779467859,"author":{"id":"3574047516831606","authorId":"3574047516831606","name":"MervKJ","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Hmm","listText":"Hmm","text":"Hmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/329956241","repostId":"1105965115","repostType":4,"repost":{"id":"1105965115","pubTimestamp":1615201464,"share":"https://www.laohu8.com/m/news/1105965115?lang=&edition=full","pubTime":"2021-03-08 19:04","market":"us","language":"en","title":"4 of Robinhood's Top 10 Stocks Could Lose 50% (or More)","url":"https://stock-news.laohu8.com/highlight/detail?id=1105965115","media":"Motley Fool","summary":"Millennial and novice investors could be in for a rude awakening.This past week was a clear reminder that volatility is always present in the stock market, and it can pop up when you least expect it. But chances are if you're a millennial or novice investor, you thrive off of volatility.Last year, online investing app Robinhood, which is best-known for its commission-free trades and gifting of free shares of stock to new members, picked up somewhere in the neighborhood of 3 million new users. Th","content":"<p>Millennial and novice investors could be in for a rude awakening.</p>\n<p>This past week was a clear reminder that volatility is always present in the stock market, and it can pop up when you least expect it. But chances are if you're a millennial or novice investor, you thrive off of volatility.</p>\n<p>Last year, online investing app Robinhood, which is best-known for its commission-free trades and gifting of free shares of stock to new members, picked up somewhere in the neighborhood of 3 million new users. This is noteworthy given that the average age of Robinhood's user base is only 31.</p>\n<p>Many of these young and/or novice investors have approached the market's wild vacillations as an opportunity to get rich quick. Unfortunately, chasing momentum and penny stocks has left many of these millennials with portfolios that contain awful companies.</p>\n<p>Of the 10 most-held stocks on Robinhood's platform, four could conceivably lose half their value, if not more.</p>\n<p><b>1. AMC Entertainment</b></p>\n<p>Movie theater operator&nbsp;<b>AMC Entertainment</b>(NYSE:AMC)&nbsp;is currently thethird most-held stock on the entire Robinhood platform. As you might already know, AMC has been one of the favorite stocks of Reddit's retail investor-focused WallStreetBets (WSB) chat community. These retail investors have banded together to buy shares and out-of-the-money call options on heavily short-sold stocks like AMC to effect a short squeeze. With AMC, they were highly successful in doing so.</p>\n<p>But if you're looking for sustainable, real-world catalysts that could support a large move higher in AMC's stock, you're not going to find any. The big positive for the company in 2021 is simply that it was able to raise $917 million through a combination of share offerings and debt capital to stave off bankruptcy. But this cash&nbsp;may ultimately not prevent the inevitable.</p>\n<p>AMC is currently held hostage by the uncertainty surrounding the coronavirus pandemic. Even with a major vaccination effort under way in the U.S., the effectiveness of these vaccines at slowing variants of the disease, along with the willingness of adults to be vaccinated, could determine whether or not movie theaters reopen, and at what capacity.</p>\n<p>What's more, AMC Entertainment's operating model is under direct threat from streaming operators.<b>AT&amp;T</b>&nbsp;subsidiary WarnerMedia is releasing all of its films in 2021 on HBO Max the same day they're slated to hit theaters.<b>Walt Disney</b>&nbsp;is making a similar move with some of its releases on its Disney+ service. If consumers prefer the convenience of their couch,AMC's operating model is toast.</p>\n<p><b>2. Sundial Growers</b></p>\n<p>Canadianmarijuana stock&nbsp;<b>Sundial Growers</b>(NASDAQ:SNDL), the fourth most-held stock on the platform, could also lose 50% (or more) of its value. Though Sundial's short interest is nowhere near as high as AMC (as a percentage of float), it's become a favorite penny stock among the WSB community.</p>\n<p>Aside from relentless social media pumping from retail investors, the most tangible positive for Sundial is its balance sheet. Following the exercising of 98.3 million warrants last months, along with its investment in&nbsp;<b>Indiva</b>, I'd estimate the company has $680 million in available cash. If the U.S. were to legalize cannabis at the federal level, thereby paving the way for Canadian pot stocks to enter the far more lucrative U.S. market, this capital would come in handy.</p>\n<p>Then again, Sundial's cash hoard was built on the backs of its shareholders. In a five-month stretch, Sundial's share offerings, exercising of warrants, and debt-to-equity swapsincreased the company's outstanding share countby more than 1.1 billion. In more than two decades of investing, it's some of the worst share-based dilution I've witnessed. Worse yet, it's probably not over. The company's board OK'd a shelf offering that would allow the company to issue up to $1 billion in securities over time.</p>\n<p>Despite being in a fast-growing industry, Sundial might also be one of the last pot stocks to generate a profit. The company is in the midst of an operating model shift from wholesale cannabis to retail, whichputs it well behind its peersat a time when most North American cannabis stocks are turning the corner to profitability.</p>\n<p><b>3. NIO</b></p>\n<p>Electric-vehicle (EV) stocks have been virtually unstoppable for the past year, which is a big reason millennials and novice investors have piled into China-based&nbsp;<b>NIO</b>(NYSE:NIO).</p>\n<p>The fifth most-held stock on Robinhood delivered 43,728 EVs in 2020, which is more than double the 20,565 EVs delivered the year prior. It's also on pace todeliver 20,000 to 20,500 EVs just in the first quarter of 2021. Since China is the leading EV market in the world, and projections call for roughly half of all new vehicle sales in 2035 to be some form of alternative energy, NIO could effectively clean up with its innovative lineup.</p>\n<p>Then again, we're talking about a company with a $61 billion market cap that's delivered 88,444 cumulative EVs since its inception. Some brand-nameauto stockscan produce this many vehicles in a week, or less. With NIO still in the process of ramping up its operations, losses have been and should continue to be an eyesore. Last year, NIO's nearly $813 million loss was a bit bigger than Wall Street had been expecting.</p>\n<p>NIO is also expected toface an influx of domestic and foreign competition. That's not great news given that the auto industry generally produces only mediocre vehicle margins, at best.</p>\n<p>Furthermore, retail investors are notorious for overestimating the introduction and adoption of next-big-thing investments. While there's no doubt that EVs will play a big role in future transportation, NIO hasn't even demonstrated that it can truly scale yet.</p>\n<p><b>4. GameStop</b></p>\n<p>Lastly, the Reddit stock that started the retail investor frenzy,<b>GameStop</b>(NYSE:GME), chimes in as the 10th most-held Robinhood stock. Like AMC, itwas targeted by the WSB communityfor its exceptionally high short interest, relative to float. None of the Reddit rallies was more pronounced than GameStop's, which took its stock from $18 a share to nearly $500.</p>\n<p>But like the other top-10 Robinhood holdings here, GameStop's nosebleed valuation simply doesn't match up with its underlying fundamentals or outlook. For example, even though e-commerce sales during the holiday season advanced 309% from the prior-year period, total sales still declined by 3.1%. This is a reflection of GameStop closing 11% of its stores from the prior-year period.</p>\n<p>The clear issue for the company is that&nbsp;it's brick-and-mortar-based in an increasingly digital world. GameStop waited far too long to begin its shift to digital gaming, and closing stores to cut costs is its only real game plan at this point. More than likely, GameStop is staring down a fourth consecutive annual loss this year.</p>\n<p>Though short-term investor emotions are impossible to predict, GameStop, NIO, Sundial, and AMC could all easily lose 50% (or more) of their value at some point in the not-so-distant future.</p>","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>4 of Robinhood's Top 10 Stocks Could Lose 50% (or More)</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n4 of Robinhood's Top 10 Stocks Could Lose 50% (or More)\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-08 19:04 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/03/08/4-robinhoods-top-10-stocks-could-lose-50-or-more/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Millennial and novice investors could be in for a rude awakening.\nThis past week was a clear reminder that volatility is always present in the stock market, and it can pop up when you least expect it....</p>\n\n<a href=\"https://www.fool.com/investing/2021/03/08/4-robinhoods-top-10-stocks-could-lose-50-or-more/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","GME":"游戏驿站","AMC":"AMC院线","SNDL":"SNDL Inc."},"source_url":"https://www.fool.com/investing/2021/03/08/4-robinhoods-top-10-stocks-could-lose-50-or-more/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105965115","content_text":"Millennial and novice investors could be in for a rude awakening.\nThis past week was a clear reminder that volatility is always present in the stock market, and it can pop up when you least expect it. But chances are if you're a millennial or novice investor, you thrive off of volatility.\nLast year, online investing app Robinhood, which is best-known for its commission-free trades and gifting of free shares of stock to new members, picked up somewhere in the neighborhood of 3 million new users. This is noteworthy given that the average age of Robinhood's user base is only 31.\nMany of these young and/or novice investors have approached the market's wild vacillations as an opportunity to get rich quick. Unfortunately, chasing momentum and penny stocks has left many of these millennials with portfolios that contain awful companies.\nOf the 10 most-held stocks on Robinhood's platform, four could conceivably lose half their value, if not more.\n1. AMC Entertainment\nMovie theater operator AMC Entertainment(NYSE:AMC) is currently thethird most-held stock on the entire Robinhood platform. As you might already know, AMC has been one of the favorite stocks of Reddit's retail investor-focused WallStreetBets (WSB) chat community. These retail investors have banded together to buy shares and out-of-the-money call options on heavily short-sold stocks like AMC to effect a short squeeze. With AMC, they were highly successful in doing so.\nBut if you're looking for sustainable, real-world catalysts that could support a large move higher in AMC's stock, you're not going to find any. The big positive for the company in 2021 is simply that it was able to raise $917 million through a combination of share offerings and debt capital to stave off bankruptcy. But this cash may ultimately not prevent the inevitable.\nAMC is currently held hostage by the uncertainty surrounding the coronavirus pandemic. Even with a major vaccination effort under way in the U.S., the effectiveness of these vaccines at slowing variants of the disease, along with the willingness of adults to be vaccinated, could determine whether or not movie theaters reopen, and at what capacity.\nWhat's more, AMC Entertainment's operating model is under direct threat from streaming operators.AT&T subsidiary WarnerMedia is releasing all of its films in 2021 on HBO Max the same day they're slated to hit theaters.Walt Disney is making a similar move with some of its releases on its Disney+ service. If consumers prefer the convenience of their couch,AMC's operating model is toast.\n2. Sundial Growers\nCanadianmarijuana stock Sundial Growers(NASDAQ:SNDL), the fourth most-held stock on the platform, could also lose 50% (or more) of its value. Though Sundial's short interest is nowhere near as high as AMC (as a percentage of float), it's become a favorite penny stock among the WSB community.\nAside from relentless social media pumping from retail investors, the most tangible positive for Sundial is its balance sheet. Following the exercising of 98.3 million warrants last months, along with its investment in Indiva, I'd estimate the company has $680 million in available cash. If the U.S. were to legalize cannabis at the federal level, thereby paving the way for Canadian pot stocks to enter the far more lucrative U.S. market, this capital would come in handy.\nThen again, Sundial's cash hoard was built on the backs of its shareholders. In a five-month stretch, Sundial's share offerings, exercising of warrants, and debt-to-equity swapsincreased the company's outstanding share countby more than 1.1 billion. In more than two decades of investing, it's some of the worst share-based dilution I've witnessed. Worse yet, it's probably not over. The company's board OK'd a shelf offering that would allow the company to issue up to $1 billion in securities over time.\nDespite being in a fast-growing industry, Sundial might also be one of the last pot stocks to generate a profit. The company is in the midst of an operating model shift from wholesale cannabis to retail, whichputs it well behind its peersat a time when most North American cannabis stocks are turning the corner to profitability.\n3. NIO\nElectric-vehicle (EV) stocks have been virtually unstoppable for the past year, which is a big reason millennials and novice investors have piled into China-based NIO(NYSE:NIO).\nThe fifth most-held stock on Robinhood delivered 43,728 EVs in 2020, which is more than double the 20,565 EVs delivered the year prior. It's also on pace todeliver 20,000 to 20,500 EVs just in the first quarter of 2021. Since China is the leading EV market in the world, and projections call for roughly half of all new vehicle sales in 2035 to be some form of alternative energy, NIO could effectively clean up with its innovative lineup.\nThen again, we're talking about a company with a $61 billion market cap that's delivered 88,444 cumulative EVs since its inception. Some brand-nameauto stockscan produce this many vehicles in a week, or less. With NIO still in the process of ramping up its operations, losses have been and should continue to be an eyesore. Last year, NIO's nearly $813 million loss was a bit bigger than Wall Street had been expecting.\nNIO is also expected toface an influx of domestic and foreign competition. That's not great news given that the auto industry generally produces only mediocre vehicle margins, at best.\nFurthermore, retail investors are notorious for overestimating the introduction and adoption of next-big-thing investments. While there's no doubt that EVs will play a big role in future transportation, NIO hasn't even demonstrated that it can truly scale yet.\n4. GameStop\nLastly, the Reddit stock that started the retail investor frenzy,GameStop(NYSE:GME), chimes in as the 10th most-held Robinhood stock. Like AMC, itwas targeted by the WSB communityfor its exceptionally high short interest, relative to float. None of the Reddit rallies was more pronounced than GameStop's, which took its stock from $18 a share to nearly $500.\nBut like the other top-10 Robinhood holdings here, GameStop's nosebleed valuation simply doesn't match up with its underlying fundamentals or outlook. For example, even though e-commerce sales during the holiday season advanced 309% from the prior-year period, total sales still declined by 3.1%. This is a reflection of GameStop closing 11% of its stores from the prior-year period.\nThe clear issue for the company is that it's brick-and-mortar-based in an increasingly digital world. GameStop waited far too long to begin its shift to digital gaming, and closing stores to cut costs is its only real game plan at this point. More than likely, GameStop is staring down a fourth consecutive annual loss this year.\nThough short-term investor emotions are impossible to predict, GameStop, NIO, Sundial, and AMC could all easily lose 50% (or more) of their value at some point in the not-so-distant future.","news_type":1},"isVote":1,"tweetType":1,"viewCount":54,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":365086741,"gmtCreate":1614679349183,"gmtModify":1704773913471,"author":{"id":"3574047516831606","authorId":"3574047516831606","name":"MervKJ","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Hmm","listText":"Hmm","text":"Hmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/365086741","repostId":"1197656800","repostType":4,"repost":{"id":"1197656800","pubTimestamp":1614676908,"share":"https://www.laohu8.com/m/news/1197656800?lang=&edition=full","pubTime":"2021-03-02 17:21","market":"us","language":"en","title":"10-year Treasury yield continues to retreat from last week's high","url":"https://stock-news.laohu8.com/highlight/detail?id=1197656800","media":"cnbc","summary":"KEY POINTSInvestors on Tuesday will be keeping a close watch on comments made by both Securities and","content":"<div>\n<p>KEY POINTSInvestors on Tuesday will be keeping a close watch on comments made by both Securities and Exchange Commission Chair nominee Gary Gensler and Federal Reserve Governor Lael Brainard.Gensler ...</p>\n\n<a href=\"https://www.cnbc.com/2021/03/02/us-bonds-treasury-yields-continue-to-retreat-from-last-weeks-highs.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>10-year Treasury yield continues to retreat from last week's high</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n10-year Treasury yield continues to retreat from last week's high\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-02 17:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/03/02/us-bonds-treasury-yields-continue-to-retreat-from-last-weeks-highs.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSInvestors on Tuesday will be keeping a close watch on comments made by both Securities and Exchange Commission Chair nominee Gary Gensler and Federal Reserve Governor Lael Brainard.Gensler ...</p>\n\n<a href=\"https://www.cnbc.com/2021/03/02/us-bonds-treasury-yields-continue-to-retreat-from-last-weeks-highs.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/df4ec61541b268a5353585001973d7cb","relate_stocks":{".IXIC":"NASDAQ Composite"},"source_url":"https://www.cnbc.com/2021/03/02/us-bonds-treasury-yields-continue-to-retreat-from-last-weeks-highs.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1197656800","content_text":"KEY POINTSInvestors on Tuesday will be keeping a close watch on comments made by both Securities and Exchange Commission Chair nominee Gary Gensler and Federal Reserve Governor Lael Brainard.Gensler will testify before the Senate Banking Committee at 10 a.m. ET.Brainard will then deliver a speech entitled \"U.S. Economic Outlook and Monetary Policy\" via a virtual meeting hosted by the Council on Foreign Relations, at 1 p.m. ET.U.S. Treasury yields fell on Tuesday morning, with investors expected to be watching for comments on the economy in key speeches later in the day.The yield on the benchmark10-year Treasury notefell to 1.426% at 3:50 a.m. ET. The yield on the30-year Treasury bonddipped to 2.206%. Yields move inversely to prices.Treasury yields ebbed lower, with the 10-year continuing to fall back from last week's highs, when it topped 1.6%.Investors on Tuesday will be keeping a close watch oncommentsmade by both Securities and Exchange Commission Chair nominee Gary Gensler and Federal Reserve Governor Lael Brainard.Gensler will testify before the Senate Banking Committee at 10 a.m. ET.Brainard will then deliver a speech entitled \"U.S. Economic Outlook and Monetary Policy\" via a virtual meeting hosted by the Council on Foreign Relations, at 1 p.m. ET.March data from the IBD/TIPP Economic Optimism index is due out at 10 a.m. ET.An auction will be held Tuesday for $30 billion of 42-day bills.","news_type":1},"isVote":1,"tweetType":1,"viewCount":74,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":356125217,"gmtCreate":1616765836739,"gmtModify":1704798588317,"author":{"id":"3574047516831606","authorId":"3574047516831606","name":"MervKJ","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Hmm","listText":"Hmm","text":"Hmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/356125217","repostId":"1104998749","repostType":4,"repost":{"id":"1104998749","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1616765504,"share":"https://www.laohu8.com/m/news/1104998749?lang=&edition=full","pubTime":"2021-03-26 21:31","market":"us","language":"en","title":"Dow rises more than 100 points amid tame inflation data, bank shares lead","url":"https://stock-news.laohu8.com/highlight/detail?id=1104998749","media":"Tiger Newspress","summary":"U.S. stocks climbed on Friday, led by bank shares and economic reopening plays as investors cheered ","content":"<p>U.S. stocks climbed on Friday, led by bank shares and economic reopening plays as investors cheered data showing subdued inflation.</p><p>The Dow Jones Industrial Average gained 118 points. The S&amp;P 500 rose 0.4%, while the Nasdaq Composite climbed 0.2%.</p><p><img src=\"https://static.tigerbbs.com/5467cdbacf419736bd8452e030e0c531\" tg-width=\"1036\" tg-height=\"443\" referrerpolicy=\"no-referrer\"></p><p>Bank stocks rose after the Fed announced that banks could&nbsp;resume buybacks and raise dividends starting at the end of June. The central bank originally said it would lift pandemic era restrictions in the first quarter, but even the delayed move gives investors more clarity.</p><p>Shares of JPMorgan rose 1.5%, while Bank of America advanced 2%. Goldman Sachs gained 1%.</p><p>Classic reopening plays built on the momentum from the previous session. American Airlines climbed 1%, while Royal Caribbean, Carnival and Norwegian Cruise Line all climbed more than 1%.</p><p>The core personal consumption expenditure price index, which strips out volatile food and energy prices, rose 0.1% month over month, matching expectations from economists polled by Dow Jones. Year over year, the gauge climbed 1.4%, slightly lower than a 1.5% estimate.</p><p>The move in futures comes after&nbsp;stocks bounced in afternoon trading on Thursday, with the Dow swinging more than 500 points as cyclical trades gained steam. The strong close broke a recent trend of poor finishes on Wall Street and trimmed the market’s week-to-date losses. The Dow and S&amp;P 500 are now down less than 0.1% for the week, while the Nasdaq Composite is in the red by 1.8%.</p><p>“If you’re positioned the way we are, which is for a cyclical recovery and being overweight the value sectors, certainly you can’t run a victory lap here. But it is nice to see, after the last six days, that some of the trends that have been in place for the better part of six months seem to be reasserting themselves,” Jason Trennert, CEO of Strategas Research Partners, said on CNBC’s “Closing Bell.”</p>","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>Dow rises more than 100 points amid tame inflation data, bank shares lead</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\">\nDow rises more than 100 points amid tame inflation data, bank shares lead\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-03-26 21:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>U.S. stocks climbed on Friday, led by bank shares and economic reopening plays as investors cheered data showing subdued inflation.</p><p>The Dow Jones Industrial Average gained 118 points. The S&amp;P 500 rose 0.4%, while the Nasdaq Composite climbed 0.2%.</p><p><img src=\"https://static.tigerbbs.com/5467cdbacf419736bd8452e030e0c531\" tg-width=\"1036\" tg-height=\"443\" referrerpolicy=\"no-referrer\"></p><p>Bank stocks rose after the Fed announced that banks could&nbsp;resume buybacks and raise dividends starting at the end of June. The central bank originally said it would lift pandemic era restrictions in the first quarter, but even the delayed move gives investors more clarity.</p><p>Shares of JPMorgan rose 1.5%, while Bank of America advanced 2%. Goldman Sachs gained 1%.</p><p>Classic reopening plays built on the momentum from the previous session. American Airlines climbed 1%, while Royal Caribbean, Carnival and Norwegian Cruise Line all climbed more than 1%.</p><p>The core personal consumption expenditure price index, which strips out volatile food and energy prices, rose 0.1% month over month, matching expectations from economists polled by Dow Jones. Year over year, the gauge climbed 1.4%, slightly lower than a 1.5% estimate.</p><p>The move in futures comes after&nbsp;stocks bounced in afternoon trading on Thursday, with the Dow swinging more than 500 points as cyclical trades gained steam. The strong close broke a recent trend of poor finishes on Wall Street and trimmed the market’s week-to-date losses. The Dow and S&amp;P 500 are now down less than 0.1% for the week, while the Nasdaq Composite is in the red by 1.8%.</p><p>“If you’re positioned the way we are, which is for a cyclical recovery and being overweight the value sectors, certainly you can’t run a victory lap here. But it is nice to see, after the last six days, that some of the trends that have been in place for the better part of six months seem to be reasserting themselves,” Jason Trennert, CEO of Strategas Research Partners, said on CNBC’s “Closing Bell.”</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1104998749","content_text":"U.S. stocks climbed on Friday, led by bank shares and economic reopening plays as investors cheered data showing subdued inflation.The Dow Jones Industrial Average gained 118 points. The S&P 500 rose 0.4%, while the Nasdaq Composite climbed 0.2%.Bank stocks rose after the Fed announced that banks could resume buybacks and raise dividends starting at the end of June. The central bank originally said it would lift pandemic era restrictions in the first quarter, but even the delayed move gives investors more clarity.Shares of JPMorgan rose 1.5%, while Bank of America advanced 2%. Goldman Sachs gained 1%.Classic reopening plays built on the momentum from the previous session. American Airlines climbed 1%, while Royal Caribbean, Carnival and Norwegian Cruise Line all climbed more than 1%.The core personal consumption expenditure price index, which strips out volatile food and energy prices, rose 0.1% month over month, matching expectations from economists polled by Dow Jones. Year over year, the gauge climbed 1.4%, slightly lower than a 1.5% estimate.The move in futures comes after stocks bounced in afternoon trading on Thursday, with the Dow swinging more than 500 points as cyclical trades gained steam. The strong close broke a recent trend of poor finishes on Wall Street and trimmed the market’s week-to-date losses. The Dow and S&P 500 are now down less than 0.1% for the week, while the Nasdaq Composite is in the red by 1.8%.“If you’re positioned the way we are, which is for a cyclical recovery and being overweight the value sectors, certainly you can’t run a victory lap here. But it is nice to see, after the last six days, that some of the trends that have been in place for the better part of six months seem to be reasserting themselves,” Jason Trennert, CEO of Strategas Research Partners, said on CNBC’s “Closing Bell.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":408,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}