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Rachis

Rachis

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2021-04-14

let’s get on the roller coaster

Sorry, the original content has been removed

2021-04-11

like and comment thanks!

XPeng Inc.: A Reawakening

2021-03-10

? up up up and away

Why Cathie Wood's 3 Stock Favorites Got a Big Boost From the Market Tuesday

2021-03-04

sinking ark

Cathie Wood’s ARKK is under fire

2021-06-16

[Sweats]

Quad-Witch Quandary: How Will Friday's $2 Trillion Gamma Expiration Impact Markets

2021-04-12

interesting

JPMorgan Chase, Nvidia, Goldman Sachs, Coinbase, and Other Stocks for Investors to Watch This Week

2021-04-06

may the force be wEV you

'New force of Chinese car maker' rebound

2021-03-29

oh dear

Bank stocks drop after Archegos Capital collapses

2021-04-16

needing to plug the leak

After Falling More Than 50%, Is Plug Power Stock a Buy?

2021-04-09

seems like it’s starting to warm up.potential

Sorry, the original content has been removed

2021-04-01

no....

@Couragesther:$ARK Fintech Innovation ETF(ARKF)$Won’tbe seeing green for a while

2021-04-01

Biden’s great bid

Analysis: Can Joe Biden recreate the U.S. economy he grew up with?

2021-03-31

set on a new course

Coursera IPO: Get In Before The Listing

2021-03-22

buy and hold

ARKF: More Upside Possible With Increasing Blockchain Usage

2021-03-09

?hmmm...

Stagflation Subterfuge: The Real Disaster Hidden By The Pandemic

2021-03-08

?

Young people looking to spend almost half of their stimulus check on stocks: Survey

2021-03-08

buckle up and sit tight.the ride’s just started

EV Brutal Sell-Off Presets A 'Buckle The Seat Belts' Buy Opportunity, Says Wedbush

2021-03-05

some way to go tho

@Couragesther:Eyeing this once it hits the $40 range

2021-03-02

?

Sorry, the original content has been removed

2021-03-02

?

NIO plunged more than 7%

Go to Tiger App to see more news

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21:02","market":"us","language":"en","title":"Quad-Witch Quandary: How Will Friday's $2 Trillion Gamma Expiration Impact Markets","url":"https://stock-news.laohu8.com/highlight/detail?id=1191245053","media":"zerohedge","summary":"Last week, when discussing thebizarre summer doldrumsin the market which pushed the VIX to the lowest level since the onset of the covid pandemic, we said that this period of abnormal market quiet is likely to last until this Friday' quad-witch, when a massive amount of gamma and delta expire and are de-risked, in the process eliminating one of the natural downside stock buffers .So picking up on the topic of Friday' potentially market-moving opex, Goldman' in-house derivatives expert, Rocky Fis","content":"<p>Last week, when discussing thebizarre summer doldrumsin the market which pushed the VIX to the lowest level since the onset of the covid pandemic, we said that this period of abnormal market quiet is likely to last until this Friday' quad-witch, when a massive amount of gamma and delta expire and are de-risked, in the process eliminating one of the natural downside stock buffers (see \"4 Reasons Why The Market Doldrums End With Next Friday's Op-Ex\").</p>\n<p>So picking up on the topic of Friday' potentially market-moving opex, Goldman' in-house derivatives expert, Rocky Fishman, previews June’s upcoming expiration which he dubs as \"large - comparable to a typical quarterly.\" Specifically,<b>there are $1.8 trillion of SPX options expiring on Friday, in addition to $240 billion of SPY options and $200 billion of options on SPX and SPX E-mini futures.</b></p>\n<p><img src=\"https://static.tigerbbs.com/0d1ece116794c7f6523250fd682450e3\" tg-width=\"959\" tg-height=\"765\" referrerpolicy=\"no-referrer\"></p>\n<p>Yet while these totals are massive,<b>when adjusted for the index’s size the amount of expiring options within 10% of current spot is smaller than just about any quarterly over the past decade.</b></p>\n<p><img src=\"https://static.tigerbbs.com/534b677774a92a59d4fe08f09359932b\" tg-width=\"500\" tg-height=\"298\" referrerpolicy=\"no-referrer\"></p>\n<p>It's worth noting that according to Goldman estimates that combos account<b>for 15-20% of SPX options,</b>so an adjusted open interest total would add up to $1.5tln, still much larger than total expiring single stock open interest ($775bln). Furthermore, with stocks at all time highs, it is to be expected that most of the June open interest is below the current SPX spot price. As shown in the chart below, the dual peaks are at 3,900 and 4,150. This means that after Friday, there may be a certain \"anti\"-gravity around those spots until gamma is refilled.</p>\n<p><img src=\"https://static.tigerbbs.com/adfcada2b0ef3f2ebbd684649a613043\" tg-width=\"936\" tg-height=\"541\" referrerpolicy=\"no-referrer\"></p>\n<p>The Goldman strategist then explains what he believes is below the abnormally low level of realized market vol, noting that - as we discussed last week - it is consistent with long gamma positioning. Consider that SPX<b>realized volatility over the past 13 trading days has been just 5.1% - the lowest 13-day realized vol since 2019.</b></p>\n<p><img src=\"https://static.tigerbbs.com/afffda1e07736784ad695d95a9936421\" tg-width=\"952\" tg-height=\"558\" referrerpolicy=\"no-referrer\"></p>\n<p>This contrasts with extreme volatility in pockets of the single stock market; AMC, which had the highest contract volume among single stocks last week (but far less notional volume at$7bln/day than AMZN’s leading $120bln/day), has had close to 400% realized vol over the same period.</p>\n<p><img src=\"https://static.tigerbbs.com/df2b7aeaadb37160a7eaf0ac08ba31de\" tg-width=\"1236\" tg-height=\"561\" referrerpolicy=\"no-referrer\"></p>\n<p>Then, as Nomura's Charlie McElligott first noted last week, Goldman's derivatives team agrees that<b>the extremely low SPX realized volatility is consistent with the possibility that 18-Jun has left “the street” long index gamma, in which case Fishman echoeswhat we said last week, namely that \"realized volatility could pick up once positions are cleaner. \"</b>Meanwhile, the rising beta of VIX futures to the SPX indicates that investors expect short gamma dynamics to pick up should markets sell off. Translation:<u><b>the market will become much more volatile in a selloff.</b></u></p>\n<p><img src=\"https://static.tigerbbs.com/76b01b8a05b70ec4f343626b1fad491b\" tg-width=\"931\" tg-height=\"560\" referrerpolicy=\"no-referrer\"></p>\n<p>Meanwhile, and in keeping with the latest memo stock squeeze, Goldman also notes that while single stock option volumes continue to be high, it is well short of Q1 peaks. The large percentage of all single stock option activity driven by retail, and the predictive value of retail activity, have both heightened the attention on the single stock option market in recent weeks. Recent growth in single stock option activity has been concentrated in low-share-price stocks, leaving a shar prise in contract-volume over the past two weeks that has not been matched by notional volume. When adjusting notional volume for the size of the equity market, Goldman finds that single stock volume has actually been on the low of its 2021 range over the past two weeks which means that the latest ramps had little to no gamma squeeze components to them.</p>\n<p><img src=\"https://static.tigerbbs.com/9c6c3df49e3e5d1e4a7a0d9c24696e6a\" tg-width=\"1212\" tg-height=\"608\" referrerpolicy=\"no-referrer\"></p>\n<p>One final point which we discussed recently and which is in keeping with the growing retail participation in trading, is Goldman's observation that the trend toward shorter-dated SPX options (weeklies) and away from quarterlies, continues. That also is one of the reasons why Friday’s SPX expiration is smaller than many recent quarterlies, and why as it as approached expiration, its trading volume has been falling.</p>\n<p>As Goldman explains, investors have been increasingly adopting the full calendar of SPX expirations, including expirations every Monday and Wednesday, as they tailor their views around events. In fact,<b>the percentage of SPX option volume happening in 3rd Friday expirations is at an all-time low,</b>and is now smaller than the percentage happening in Monday and Wednesday expirations. One explanation for heightened ultra-short-dated volumes is the strong single stock volumes: and here an interest suggesting from Goldman - \"to the extent market makers are unable to cover the short single stock gamma generated by retail investors’ call buying, they may be actively trading long positions in strips of ultra-short-dated SPX index options to offset this gamma.\"</p>\n<p><img src=\"https://static.tigerbbs.com/bd0e886a62a61c70b0f299bd6c032a24\" tg-width=\"954\" tg-height=\"1128\" referrerpolicy=\"no-referrer\"></p>\n<p>Why is this important? because if this trend is large enough, it directly contributes to low implied and realized correlation.<b>Ironically, by ramping single name, \"most-shorted names\", retail investors are ushering a period of unorthodox calm across the rest of the market!</b></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>Quad-Witch Quandary: How Will Friday's $2 Trillion Gamma Expiration Impact Markets</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\">\nQuad-Witch Quandary: How Will Friday's $2 Trillion Gamma Expiration Impact Markets\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-15 21:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.zerohedge.com/markets/quad-witch-quandary-how-will-fridays-2-trillion-gamma-expiration-impact-markets><strong>zerohedge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Last week, when discussing thebizarre summer doldrumsin the market which pushed the VIX to the lowest level since the onset of the covid pandemic, we said that this period of abnormal market quiet is ...</p>\n\n<a href=\"https://www.zerohedge.com/markets/quad-witch-quandary-how-will-fridays-2-trillion-gamma-expiration-impact-markets\">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",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://www.zerohedge.com/markets/quad-witch-quandary-how-will-fridays-2-trillion-gamma-expiration-impact-markets","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191245053","content_text":"Last week, when discussing thebizarre summer doldrumsin the market which pushed the VIX to the lowest level since the onset of the covid pandemic, we said that this period of abnormal market quiet is likely to last until this Friday' quad-witch, when a massive amount of gamma and delta expire and are de-risked, in the process eliminating one of the natural downside stock buffers (see \"4 Reasons Why The Market Doldrums End With Next Friday's Op-Ex\").\nSo picking up on the topic of Friday' potentially market-moving opex, Goldman' in-house derivatives expert, Rocky Fishman, previews June’s upcoming expiration which he dubs as \"large - comparable to a typical quarterly.\" Specifically,there are $1.8 trillion of SPX options expiring on Friday, in addition to $240 billion of SPY options and $200 billion of options on SPX and SPX E-mini futures.\n\nYet while these totals are massive,when adjusted for the index’s size the amount of expiring options within 10% of current spot is smaller than just about any quarterly over the past decade.\n\nIt's worth noting that according to Goldman estimates that combos accountfor 15-20% of SPX options,so an adjusted open interest total would add up to $1.5tln, still much larger than total expiring single stock open interest ($775bln). Furthermore, with stocks at all time highs, it is to be expected that most of the June open interest is below the current SPX spot price. As shown in the chart below, the dual peaks are at 3,900 and 4,150. This means that after Friday, there may be a certain \"anti\"-gravity around those spots until gamma is refilled.\n\nThe Goldman strategist then explains what he believes is below the abnormally low level of realized market vol, noting that - as we discussed last week - it is consistent with long gamma positioning. Consider that SPXrealized volatility over the past 13 trading days has been just 5.1% - the lowest 13-day realized vol since 2019.\n\nThis contrasts with extreme volatility in pockets of the single stock market; AMC, which had the highest contract volume among single stocks last week (but far less notional volume at$7bln/day than AMZN’s leading $120bln/day), has had close to 400% realized vol over the same period.\n\nThen, as Nomura's Charlie McElligott first noted last week, Goldman's derivatives team agrees thatthe extremely low SPX realized volatility is consistent with the possibility that 18-Jun has left “the street” long index gamma, in which case Fishman echoeswhat we said last week, namely that \"realized volatility could pick up once positions are cleaner. \"Meanwhile, the rising beta of VIX futures to the SPX indicates that investors expect short gamma dynamics to pick up should markets sell off. Translation:the market will become much more volatile in a selloff.\n\nMeanwhile, and in keeping with the latest memo stock squeeze, Goldman also notes that while single stock option volumes continue to be high, it is well short of Q1 peaks. The large percentage of all single stock option activity driven by retail, and the predictive value of retail activity, have both heightened the attention on the single stock option market in recent weeks. Recent growth in single stock option activity has been concentrated in low-share-price stocks, leaving a shar prise in contract-volume over the past two weeks that has not been matched by notional volume. When adjusting notional volume for the size of the equity market, Goldman finds that single stock volume has actually been on the low of its 2021 range over the past two weeks which means that the latest ramps had little to no gamma squeeze components to them.\n\nOne final point which we discussed recently and which is in keeping with the growing retail participation in trading, is Goldman's observation that the trend toward shorter-dated SPX options (weeklies) and away from quarterlies, continues. That also is one of the reasons why Friday’s SPX expiration is smaller than many recent quarterlies, and why as it as approached expiration, its trading volume has been falling.\nAs Goldman explains, investors have been increasingly adopting the full calendar of SPX expirations, including expirations every Monday and Wednesday, as they tailor their views around events. In fact,the percentage of SPX option volume happening in 3rd Friday expirations is at an all-time low,and is now smaller than the percentage happening in Monday and Wednesday expirations. One explanation for heightened ultra-short-dated volumes is the strong single stock volumes: and here an interest suggesting from Goldman - \"to the extent market makers are unable to cover the short single stock gamma generated by retail investors’ call buying, they may be actively trading long positions in strips of ultra-short-dated SPX index options to offset this gamma.\"\n\nWhy is this important? because if this trend is large enough, it directly contributes to low implied and realized correlation.Ironically, by ramping single name, \"most-shorted names\", retail investors are ushering a period of unorthodox calm across the rest of the market!","news_type":1},"isVote":1,"tweetType":1,"viewCount":300,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":370295732,"gmtCreate":1618584789326,"gmtModify":1704713145563,"author":{"id":"3574731047424094","authorId":"3574731047424094","name":"Rachis","avatar":"https://static.tigerbbs.com/ae27d72e6d81357c96a7b54460d121e6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574731047424094","authorIdStr":"3574731047424094"},"themes":[],"htmlText":"needing to plug the leak","listText":"needing to plug the leak","text":"needing to plug the leak","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/370295732","repostId":"2127370148","repostType":4,"repost":{"id":"2127370148","kind":"highlight","pubTimestamp":1618582740,"share":"https://ttm.financial/m/news/2127370148?lang=&edition=fundamental","pubTime":"2021-04-16 22:19","market":"us","language":"en","title":"After Falling More Than 50%, Is Plug Power Stock a Buy?","url":"https://stock-news.laohu8.com/highlight/detail?id=2127370148","media":"Motley Fool","summary":"The stock's valuation has improved, but has it improved enough?","content":"<p>(April 16)&nbsp;Plug Power rose about 2% in Friday morning  trading.</p><p><img src=\"https://static.tigerbbs.com/a283a71a3335b2766f24fab986e05f37\" tg-width=\"708\" tg-height=\"500\"></p><p>Fuel cell maker <b>Plug Power</b>'s (NASDAQ:PLUG) stock has fallen nearly 60% from its high price of more than $73 this year. The company is working aggressively to grow its sales and has recently entered into several key partnerships that should help it achieve this goal. With enhanced growth prospects and a lower price, the stock's valuation has improved. Let's see if it has changed enough to make the stock a buy right now.</p><h3>Improved valuation</h3><p>In January, Plug Power stock was trading at a price-to-sales ratio of around 104. The ratio has now fallen to 51. Based on 2021 estimated sales, the ratio stands at around 37. Surely it has improved a lot from its January levels.</p><p><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F621481%2Fhydrogen-fuel-cells-next-to-h2-written-with-green-leaves.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"498\" referrerpolicy=\"no-referrer\"></p><p>Image source: Getty Images.</p><p>Going by Plug Power's estimates of $1.7 billion sales in 2024, the price-to-sales ratio falls to a saner level of around 10. For a fast-growing company, that kind of ratio isn't too unusual. So <i>if</i> the company can grow its sales as it is guiding, its valuation can make some sense. It is noteworthy that the price-to-sales-ratio calculation for 2024 sales doesn't take into account potential dilution. In the last year, Plug Power's outstanding shares have increased 82%.</p><h3>Focus on growth</h3><p>Plug Power has been taking aggressive steps to grow its top line. In February the company announced its plan to build a green hydrogen production facility in New York with a production capacity of 45 metric tons per day. Plug Power also recently signed a previously announced deal whereby South Korea's SK Group will invest $1.6 billion in Plug Power in exchange for a 9.6% stake in the company. The two companies plan to jointly establish a huge fuel cell and electrolyzer production facility in South Korea. The South Korean government has set ambitious goals for promoting hydrogen use in the country, which should benefit Plug Power.</p><p>The company has also entered into partnership with automaker <b>Renault</b>. A planned joint venture with Renault will target a 30% share of the fuel-cell-powered light commercial vehicle market in Europe. That would be huge as 30% of the light vehicle market is expected to be around 500,000 vehicles by 2030.&nbsp;Plug Power has also announced a partnership with ACCONIA, a leading developer of sustainable infrastructure solutions. With an expected investment of over 2 billion euros, the joint venture will aim to capture 20% share of Spain and Portugal's green hydrogen market by 2030.</p><p>So Plug Power's 2024 sales guidance of $1.7 billion and sales growth beyond that look achievable. However, sales are just <a href=\"https://laohu8.com/S/AONE\">one</a> part of the story. Let's turn our attention to other key metrics as well as risks.</p><h3>Can Plug Power become profitable?</h3><p>With its sales target looking more realistic, the next key concern is attaining profitability. After all, the company has been growing its revenue for years. The company hopes to achieve gross margins of more than 20% by 2022 and improve beyond that. But achieving bottom-line profits looks much more difficult.</p><p>Plug Power currently derives roughly 94% of its revenue from the material handling business, which primarily supplies fuel cells for forklifts. Despite boasting a list of prominent customers, the company hasn't been profitable in this segment so far. By 2024, the company hopes to generate $750 million from the material handling segment, with the remaining nearly $1 billion coming from stationary base load power generation and fuel cell powered vehicles.</p><p>Considering that Plug Power hasn't been profitable in a segment it has been operating in for years, it might be a big challenge for it to turn the bottom line green in a new segment. Moreover, if fuel-cell-powered vehicles' growth remains subdued, it can potentially limit Plug Power's growth as well as its margins.</p><p><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F621481%2Fhand-turns-a-dice-and-changes-the-expression-bev-battery-electric-vehicle-to-fcev-fuel-cell-electric-vehicle.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"320\" referrerpolicy=\"no-referrer\"></p><p>Image source: Getty Images.</p><p>Plug Power hopes to benefit significantly from governmental incentives such as LCFS (low carbon fuel standard) credits in California and similar potential credits for green hydrogen under President Biden's climate plan. Further, Plug Power is looking to get a&nbsp;$520 million&nbsp;loan from the U.S. Department of Energy under its loan guarantee program. However, as the adoption of fuel cell technology remains slow, these incentives too would likely be slower and lower than the company would like them to be.</p><p>It's important here to understand why Plug Power isn't profitable after 20 years of operation. It's not that the company is making huge capital investments that will generate income for it at some point. If that were the case, the stock's prospects would be better. It's simply that Plug Power's fuel cells cost more than customers are willing to pay. Other energy and storage options are cheaper and thus preferable. So Plug Power is growing its top line by selling products at a price that customers are willing to pay. But that is not enough to cover the company's costs.</p><p>In short, even if the company is able to make some profit at scale, the margins will likely be thin. And this is the single biggest factor that suggests the stock shouldn't command the high valuation it currently has. That competition may hurt the company's margins is a concern only if the business makes economic sense, which it doesn't do right now. I'll wait for the company to become sustainably profitable before jumping in.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>After Falling More Than 50%, Is Plug Power Stock a Buy?</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\">\nAfter Falling More Than 50%, Is Plug Power Stock a Buy?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-16 22:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/04/16/after-falling-more-than-50-is-plug-power-stock-a-b/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(April 16) Plug Power rose about 2% in Friday morning  trading.Fuel cell maker Plug Power's (NASDAQ:PLUG) stock has fallen nearly 60% from its high price of more than $73 this year. The company is ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/04/16/after-falling-more-than-50-is-plug-power-stock-a-b/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLUG":"普拉格能源","PW":"Power REIT"},"source_url":"https://www.fool.com/investing/2021/04/16/after-falling-more-than-50-is-plug-power-stock-a-b/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2127370148","content_text":"(April 16) Plug Power rose about 2% in Friday morning  trading.Fuel cell maker Plug Power's (NASDAQ:PLUG) stock has fallen nearly 60% from its high price of more than $73 this year. The company is working aggressively to grow its sales and has recently entered into several key partnerships that should help it achieve this goal. With enhanced growth prospects and a lower price, the stock's valuation has improved. Let's see if it has changed enough to make the stock a buy right now.Improved valuationIn January, Plug Power stock was trading at a price-to-sales ratio of around 104. The ratio has now fallen to 51. Based on 2021 estimated sales, the ratio stands at around 37. Surely it has improved a lot from its January levels.Image source: Getty Images.Going by Plug Power's estimates of $1.7 billion sales in 2024, the price-to-sales ratio falls to a saner level of around 10. For a fast-growing company, that kind of ratio isn't too unusual. So if the company can grow its sales as it is guiding, its valuation can make some sense. It is noteworthy that the price-to-sales-ratio calculation for 2024 sales doesn't take into account potential dilution. In the last year, Plug Power's outstanding shares have increased 82%.Focus on growthPlug Power has been taking aggressive steps to grow its top line. In February the company announced its plan to build a green hydrogen production facility in New York with a production capacity of 45 metric tons per day. Plug Power also recently signed a previously announced deal whereby South Korea's SK Group will invest $1.6 billion in Plug Power in exchange for a 9.6% stake in the company. The two companies plan to jointly establish a huge fuel cell and electrolyzer production facility in South Korea. The South Korean government has set ambitious goals for promoting hydrogen use in the country, which should benefit Plug Power.The company has also entered into partnership with automaker Renault. A planned joint venture with Renault will target a 30% share of the fuel-cell-powered light commercial vehicle market in Europe. That would be huge as 30% of the light vehicle market is expected to be around 500,000 vehicles by 2030. Plug Power has also announced a partnership with ACCONIA, a leading developer of sustainable infrastructure solutions. With an expected investment of over 2 billion euros, the joint venture will aim to capture 20% share of Spain and Portugal's green hydrogen market by 2030.So Plug Power's 2024 sales guidance of $1.7 billion and sales growth beyond that look achievable. However, sales are just one part of the story. Let's turn our attention to other key metrics as well as risks.Can Plug Power become profitable?With its sales target looking more realistic, the next key concern is attaining profitability. After all, the company has been growing its revenue for years. The company hopes to achieve gross margins of more than 20% by 2022 and improve beyond that. But achieving bottom-line profits looks much more difficult.Plug Power currently derives roughly 94% of its revenue from the material handling business, which primarily supplies fuel cells for forklifts. Despite boasting a list of prominent customers, the company hasn't been profitable in this segment so far. By 2024, the company hopes to generate $750 million from the material handling segment, with the remaining nearly $1 billion coming from stationary base load power generation and fuel cell powered vehicles.Considering that Plug Power hasn't been profitable in a segment it has been operating in for years, it might be a big challenge for it to turn the bottom line green in a new segment. Moreover, if fuel-cell-powered vehicles' growth remains subdued, it can potentially limit Plug Power's growth as well as its margins.Image source: Getty Images.Plug Power hopes to benefit significantly from governmental incentives such as LCFS (low carbon fuel standard) credits in California and similar potential credits for green hydrogen under President Biden's climate plan. Further, Plug Power is looking to get a $520 million loan from the U.S. Department of Energy under its loan guarantee program. However, as the adoption of fuel cell technology remains slow, these incentives too would likely be slower and lower than the company would like them to be.It's important here to understand why Plug Power isn't profitable after 20 years of operation. It's not that the company is making huge capital investments that will generate income for it at some point. If that were the case, the stock's prospects would be better. It's simply that Plug Power's fuel cells cost more than customers are willing to pay. Other energy and storage options are cheaper and thus preferable. So Plug Power is growing its top line by selling products at a price that customers are willing to pay. But that is not enough to cover the company's costs.In short, even if the company is able to make some profit at scale, the margins will likely be thin. And this is the single biggest factor that suggests the stock shouldn't command the high valuation it currently has. That competition may hurt the company's margins is a concern only if the business makes economic sense, which it doesn't do right now. I'll wait for the company to become sustainably profitable before jumping in.","news_type":1},"isVote":1,"tweetType":1,"viewCount":581,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":344251197,"gmtCreate":1618411604819,"gmtModify":1704710478756,"author":{"id":"3574731047424094","authorId":"3574731047424094","name":"Rachis","avatar":"https://static.tigerbbs.com/ae27d72e6d81357c96a7b54460d121e6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574731047424094","authorIdStr":"3574731047424094"},"themes":[],"htmlText":"let’s get on the roller coaster","listText":"let’s get on the roller coaster","text":"let’s get on the roller coaster","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/344251197","repostId":"2127454000","repostType":4,"repost":{"id":"2127454000","kind":"highlight","pubTimestamp":1618364092,"share":"https://ttm.financial/m/news/2127454000?lang=&edition=fundamental","pubTime":"2021-04-14 09:34","market":"us","language":"en","title":"Coinbase IPO: Everything you need to know about the ‘watershed moment’ in crypto","url":"https://stock-news.laohu8.com/highlight/detail?id=2127454000","media":"MarketWatch","summary":"'That said, investing in Coinbase is not for the faint of heart, as the business--and the stock--wil","content":"<p>'That said, investing in Coinbase is not for the faint of heart, as the business--and the stock--will likely see dramatic, potentially protracted, swings,' MoffettNathanson's Ellis writes</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9a8244209cb653b4d9e43e2d729863b9\" tg-width=\"620\" tg-height=\"414\" referrerpolicy=\"no-referrer\"><span>Here comes the Coinbase IPO! Photographer: Tiffany Hagler-Geard/Bloomberg</span></p><p>Coinbase is the talk of Wall Street, as the largest crypto platform in the U.S. gears up for its public debut on a traditional exchange Wednesday, through a direct listing.</p><p>There is no doubt that the public offering of Coinbase is a big deal in the world of crypto. The company was created just over a decade ago with the genesis of bitcoin  and is now in the midst of a moment that many in the industry have described as a tipping point .</p><p>There are few ways to get direct ownership of crypto currencies, outside of buying them directly, a service that Coinbase provides for a fee, and what investors appear willing to be pay up for.</p><p>Leeor Shimron, analyst at FundStrat Global Advisors, described the Coinbase listing as seminal. \"Coinbase's direct listing is a watershed moment for the crypto industry.\"</p><p>Wedbush analyst Dan Ives said the listing is a reflection of the crypto's mainstream evolution.</p><p>\"Coinbase is a foundational piece of the crypto ecosystem and is a barometer for the growing mainstream adoption of Bitcoin and crypto for the coming years in our opinion,\" he wrote in a research note Tuesday.</p><p>Some caution that the implied valuations for Coinbase as a crypto exchange are too lofty , the parent company of the New York Stock Exchange.</p><p>In a direct listing, a company floats its shares on a stock exchange, but without hiring banks to underwrite the transaction, like in an IPO.</p><p>Here's what you need to know about the coming offering.</p><p><b>What is Coinbase?</b></p><p>The Silicon Valley crypto exchange was co-founded in 2012 by Brian Armstrong, 38, who runs the platform as chief executive. Fred Ehrsam, a Coinbase director, also helped to create the company.</p><p>According to Forbes , Armstrong's networth is currently $6.5 billion based on his ownership in the company and his wealth is likely to increase if the direct listing goes off successfully.</p><p><b>When will Coinbase go public?</b></p><p>Coinbase will list on April 14. The precise timing of the list isn't clear but <a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies Inc.</a>'s (PLTR)direct listing   after 1:30 p.m. Eastern Time.</p><p><b>Where will it list?</b></p><p>Coinbase is set to go public on the Nasdaq under the ticker symbol \"COIN\" as a direct listing, meaning it isn't raising any new money, as a company would under a traditional IPO.</p><p>Coinbase is the Nasdaq's first major direct listing, with Spotify <a href=\"https://laohu8.com/S/SPOT\">$(SPOT)$</a>, <a href=\"https://laohu8.com/S/WORK\">Slack Technologies</a> (WORK) and most recently Palantir Technologies (PLTR) all opting to directly list at the NYSE.</p><p><b>Valuations?</b></p><p>Valuations for Coinbase vary from $50 billion to $150 billion based on some decentralized crypto platforms that attempt to replicate how the company's shares might trade. At the top end of the spectrum, Coinbase would be bigger than a number of U.S. exchanges, including ICE, Nasdaq, CME Group <a href=\"https://laohu8.com/S/CME\">$(CME)$</a> and Cboe Global Markets <a href=\"https://laohu8.com/S/CBOE\">$(CBOE)$</a>.</p><p><img src=\"https://static.tigerbbs.com/d2200134a14a3d37a8a656d85f6906c0\" tg-width=\"955\" tg-height=\"657\" referrerpolicy=\"no-referrer\"></p><p>David Trainer, CEO of New Constructs, an investment research firm, said the crypto platform's value is ridiculously high. \"Even though Coinbase's revenue surged over the past 12 months, the company has little-to-no-chance of meeting the future profit expectations that are baked into its ridiculously high expected valuation of $100 billion,\" he said.</p><p>\"Coinbase's expected valuation of $100 billion implies that its revenue will be 1.5x the combined 2020 revenues of two of the most established exchanges in the marketplace, Nasdaq Inc. <a href=\"https://laohu8.com/S/NDAQ\">$(NDAQ)$</a> and Intercontinental Exchange <a href=\"https://laohu8.com/S/ICE\">$(ICE)$</a>, the parent company of the New York Stock Exchange,\" he said.</p><p>Trainer said that based on his calculation, Coinbase's valuation should be closer to $18.9 billion--an 81% decrease from the $100 billion expected valuation.</p><p><b>'Not for the faint of heart'</b></p><p>MoffettNathanson analyst Lisa Ellis explained to MarketWatch why the offering is, as she describes it \"not for the faint of heart,\" but why she initiated coverage of the exchange at a buy with a price-target of $600, even before it sees its first trade on the Nasdaq.</p><p>\"I'm super super bullish on Coinbase...because you get the sense that they are a market leader in the space and crypto agnostic,\" she said.</p><p>That said, she acknowledges that currently 90% of Coinbase's revenues are derived directly from retail trading, with most in the U.S. and trading centered primarily on the two largest cryptos: bitcoin and Ether  on the ethereum blockchain.</p><p>\"So the implications is that Coinbase's revenues are correlated with the level of activity in cryto currency and especially bitcoin and ether.\"</p><p>Ellis says investors need to have at least a one-year long-term investment strategy in bitcoin, which could still go to zero by some bearish accounts, but a three-year outlook is even better, because the crypto complex has tended to operate in three-year cycles of boom and then bust.</p><p><b>Validation for crypto or a top?</b></p><p>Some bulls see Coinbase as validation for the nascent crpyto industry.</p><p>Alex Mashinsky, head of crypto-lending and trading platform Celsius Network, put it this way:</p><p>\"We look at the Coinbase listing as an additional validation of the space, and a major PR opportunity for the entire industry to shine as the future of finance,\" he told MarketWatch via email.</p><p>\"Coinbase has more users and more revenues than many of the largest Wall Street players and is more profitable than any major exchange, and this validation puts most skeptics at a crossroads having to re-evaluate their denial and frustration with the disruption coming at them from all sides.\"</p><p>Others suggest that it may prove a new top for the market and put crypto prices under pressure after a precipitous rally in recent days and a fresh record for bitcoin.</p><p>Yves Lamoureux, the president of Montreal-based macroeconomic research firm Lamoureux &amp; Co., told MarketWatch that he is fearful that too much euphoria surrounds bitcoin and crypto and sees it due for a retrenchment as a result. \"Can you find out-there anyone with a bearish viewpoint?\" he asked. \"A resounding no,\" said Lamoureux.</p><p><b>Is Coinbase the largest crypto exchange?</b></p><p>Coinbase is the second-largest crypto platform, but the largest in the U.S., by volume. The title of largest goes to Binance, which sees $47 billion in crypto trading volume in a 24-hour period, according to CoinMarketCap.com .</p><p><b>Who else owns Coinbase?</b></p><p>Venture-capital firm Andreessen Horowitz, is the largest owner of Coinbase, boasting about 25% of Class A shares  and 14%% of Class B. And Marc Andreessen, head of the venture capital outfit, sits on Coinbase's board.</p><p><b>Other facts</b></p><p>For those aiming for an even deeper dive into Coinbase, check out MarketWatch's <a href=\"https://laohu8.com/NW/2116458171\" target=\"_blank\">5 things to know about the company</a>.</p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Coinbase IPO: Everything you need to know about the ‘watershed moment’ in crypto</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\">\nCoinbase IPO: Everything you need to know about the ‘watershed moment’ in crypto\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-14 09:34 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/coinbase-ipo-everything-you-need-to-know-about-the-watershed-moment-in-crypto-11618350086?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>'That said, investing in Coinbase is not for the faint of heart, as the business--and the stock--will likely see dramatic, potentially protracted, swings,' MoffettNathanson's Ellis writesHere comes ...</p>\n\n<a href=\"https://www.marketwatch.com/story/coinbase-ipo-everything-you-need-to-know-about-the-watershed-moment-in-crypto-11618350086?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"COIN":"Coinbase Global, Inc."},"source_url":"https://www.marketwatch.com/story/coinbase-ipo-everything-you-need-to-know-about-the-watershed-moment-in-crypto-11618350086?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2127454000","content_text":"'That said, investing in Coinbase is not for the faint of heart, as the business--and the stock--will likely see dramatic, potentially protracted, swings,' MoffettNathanson's Ellis writesHere comes the Coinbase IPO! Photographer: Tiffany Hagler-Geard/BloombergCoinbase is the talk of Wall Street, as the largest crypto platform in the U.S. gears up for its public debut on a traditional exchange Wednesday, through a direct listing.There is no doubt that the public offering of Coinbase is a big deal in the world of crypto. The company was created just over a decade ago with the genesis of bitcoin  and is now in the midst of a moment that many in the industry have described as a tipping point .There are few ways to get direct ownership of crypto currencies, outside of buying them directly, a service that Coinbase provides for a fee, and what investors appear willing to be pay up for.Leeor Shimron, analyst at FundStrat Global Advisors, described the Coinbase listing as seminal. \"Coinbase's direct listing is a watershed moment for the crypto industry.\"Wedbush analyst Dan Ives said the listing is a reflection of the crypto's mainstream evolution.\"Coinbase is a foundational piece of the crypto ecosystem and is a barometer for the growing mainstream adoption of Bitcoin and crypto for the coming years in our opinion,\" he wrote in a research note Tuesday.Some caution that the implied valuations for Coinbase as a crypto exchange are too lofty , the parent company of the New York Stock Exchange.In a direct listing, a company floats its shares on a stock exchange, but without hiring banks to underwrite the transaction, like in an IPO.Here's what you need to know about the coming offering.What is Coinbase?The Silicon Valley crypto exchange was co-founded in 2012 by Brian Armstrong, 38, who runs the platform as chief executive. Fred Ehrsam, a Coinbase director, also helped to create the company.According to Forbes , Armstrong's networth is currently $6.5 billion based on his ownership in the company and his wealth is likely to increase if the direct listing goes off successfully.When will Coinbase go public?Coinbase will list on April 14. The precise timing of the list isn't clear but Palantir Technologies Inc.'s (PLTR)direct listing   after 1:30 p.m. Eastern Time.Where will it list?Coinbase is set to go public on the Nasdaq under the ticker symbol \"COIN\" as a direct listing, meaning it isn't raising any new money, as a company would under a traditional IPO.Coinbase is the Nasdaq's first major direct listing, with Spotify $(SPOT)$, Slack Technologies (WORK) and most recently Palantir Technologies (PLTR) all opting to directly list at the NYSE.Valuations?Valuations for Coinbase vary from $50 billion to $150 billion based on some decentralized crypto platforms that attempt to replicate how the company's shares might trade. At the top end of the spectrum, Coinbase would be bigger than a number of U.S. exchanges, including ICE, Nasdaq, CME Group $(CME)$ and Cboe Global Markets $(CBOE)$.David Trainer, CEO of New Constructs, an investment research firm, said the crypto platform's value is ridiculously high. \"Even though Coinbase's revenue surged over the past 12 months, the company has little-to-no-chance of meeting the future profit expectations that are baked into its ridiculously high expected valuation of $100 billion,\" he said.\"Coinbase's expected valuation of $100 billion implies that its revenue will be 1.5x the combined 2020 revenues of two of the most established exchanges in the marketplace, Nasdaq Inc. $(NDAQ)$ and Intercontinental Exchange $(ICE)$, the parent company of the New York Stock Exchange,\" he said.Trainer said that based on his calculation, Coinbase's valuation should be closer to $18.9 billion--an 81% decrease from the $100 billion expected valuation.'Not for the faint of heart'MoffettNathanson analyst Lisa Ellis explained to MarketWatch why the offering is, as she describes it \"not for the faint of heart,\" but why she initiated coverage of the exchange at a buy with a price-target of $600, even before it sees its first trade on the Nasdaq.\"I'm super super bullish on Coinbase...because you get the sense that they are a market leader in the space and crypto agnostic,\" she said.That said, she acknowledges that currently 90% of Coinbase's revenues are derived directly from retail trading, with most in the U.S. and trading centered primarily on the two largest cryptos: bitcoin and Ether  on the ethereum blockchain.\"So the implications is that Coinbase's revenues are correlated with the level of activity in cryto currency and especially bitcoin and ether.\"Ellis says investors need to have at least a one-year long-term investment strategy in bitcoin, which could still go to zero by some bearish accounts, but a three-year outlook is even better, because the crypto complex has tended to operate in three-year cycles of boom and then bust.Validation for crypto or a top?Some bulls see Coinbase as validation for the nascent crpyto industry.Alex Mashinsky, head of crypto-lending and trading platform Celsius Network, put it this way:\"We look at the Coinbase listing as an additional validation of the space, and a major PR opportunity for the entire industry to shine as the future of finance,\" he told MarketWatch via email.\"Coinbase has more users and more revenues than many of the largest Wall Street players and is more profitable than any major exchange, and this validation puts most skeptics at a crossroads having to re-evaluate their denial and frustration with the disruption coming at them from all sides.\"Others suggest that it may prove a new top for the market and put crypto prices under pressure after a precipitous rally in recent days and a fresh record for bitcoin.Yves Lamoureux, the president of Montreal-based macroeconomic research firm Lamoureux & Co., told MarketWatch that he is fearful that too much euphoria surrounds bitcoin and crypto and sees it due for a retrenchment as a result. \"Can you find out-there anyone with a bearish viewpoint?\" he asked. \"A resounding no,\" said Lamoureux.Is Coinbase the largest crypto exchange?Coinbase is the second-largest crypto platform, but the largest in the U.S., by volume. The title of largest goes to Binance, which sees $47 billion in crypto trading volume in a 24-hour period, according to CoinMarketCap.com .Who else owns Coinbase?Venture-capital firm Andreessen Horowitz, is the largest owner of Coinbase, boasting about 25% of Class A shares  and 14%% of Class B. And Marc Andreessen, head of the venture capital outfit, sits on Coinbase's board.Other factsFor those aiming for an even deeper dive into Coinbase, check out MarketWatch's 5 things to know about the company.","news_type":1},"isVote":1,"tweetType":1,"viewCount":302,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3572249185724220","authorId":"3572249185724220","name":"xoxoll","avatar":"https://static.tigerbbs.com/8ed65c2962af2a6fbd414f4d6fe9e378","crmLevel":2,"crmLevelSwitch":0,"idStr":"3572249185724220","authorIdStr":"3572249185724220"},"content":"Help me lIke and comment","text":"Help me lIke and comment","html":"Help me lIke and comment"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":342403237,"gmtCreate":1618235464029,"gmtModify":1704707904461,"author":{"id":"3574731047424094","authorId":"3574731047424094","name":"Rachis","avatar":"https://static.tigerbbs.com/ae27d72e6d81357c96a7b54460d121e6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574731047424094","authorIdStr":"3574731047424094"},"themes":[],"htmlText":"interesting","listText":"interesting","text":"interesting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/342403237","repostId":"1137529737","repostType":4,"isVote":1,"tweetType":1,"viewCount":248,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":342057767,"gmtCreate":1618136801159,"gmtModify":1704706907733,"author":{"id":"3574731047424094","authorId":"3574731047424094","name":"Rachis","avatar":"https://static.tigerbbs.com/ae27d72e6d81357c96a7b54460d121e6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574731047424094","authorIdStr":"3574731047424094"},"themes":[],"htmlText":"like and comment thanks!","listText":"like and comment thanks!","text":"like and comment thanks!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/342057767","repostId":"1142324412","repostType":4,"repost":{"id":"1142324412","kind":"news","pubTimestamp":1617982207,"share":"https://ttm.financial/m/news/1142324412?lang=&edition=fundamental","pubTime":"2021-04-09 23:30","market":"us","language":"en","title":"XPeng Inc.: A Reawakening","url":"https://stock-news.laohu8.com/highlight/detail?id=1142324412","media":"seekingalpha","summary":"Valuation is middling but not overvalued like in the past.Recent announcement of capacity expansion in Wuhan lends better operational and sales visibility.Company could breakeven and finally reach positive profits soon; major improvements seen in operating margins.Feared chip shortage  was not a disaster, deliveries are still strong.Government support, China's creation of an EV ecosystem.XPEV's strong deliveries describe not only excellent support from the private sector, but also the Chinese go","content":"<p><b>Summary</b></p>\n<ul>\n <li>Valuation is middling but not overvalued like in the past.</li>\n <li>Recent announcement of capacity expansion in Wuhan lends better operational and sales visibility.</li>\n <li>Company could breakeven and finally reach positive profits soon; major improvements seen in operating margins.</li>\n <li>Feared chip shortage (i.e. supply disruption) was not a disaster, deliveries are still strong.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4e0f3343d69719839f9b8f1d337c3984\" tg-width=\"1536\" tg-height=\"1024\"><span>Photo by Robert Way/iStock Editorial via Getty Images</span></p>\n<p><b>Introduction</b></p>\n<p>The stock price of&nbsp;XPEV&nbsp;has been converging with the performance of the S&amp;P 500 since March 2021, as compared to its massive outperformance in 4Q2020. This could be view positively or negatively. On the bright side, this suggests that price performance would become more predictable with lower volatility, indicative of a broadening consensus on the fundamental prospects of the company. On the other hand, traders may be disappointed its lack of momentum. Therefore, this is probably a good time to stop viewing XPEV as purely a trade, but re-analyze its merits as a fundamentally-driven investment.</p>\n<p><i>The frenetic performance of XPEV has calmed down in recent weeks, allowing its one year performance to track the S&amp;P 500 more closely</i></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9f04001d604ecc7892ef3a76c498578b\" tg-width=\"640\" tg-height=\"236\"><span>Source: SeekingAlpha</span></p>\n<p><i>XPEV's G3 Super Long Range Smart SUV</i></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/68446a741f9f97afc10f2149c4e13e13\" tg-width=\"640\" tg-height=\"388\"><span>Source: XPeng Motors (G3、P7) Intelligent electric car with Internet DNA</span></p>\n<p><b>Industry and commercial positives</b></p>\n<p>Optimism on EVs and&nbsp;strong industry growth&nbsp;rates are common knowledge by now. The following points suggest specific positives for XPEV that remain intact despite relatively ebbing momentum on the stock's price (as compared to 4Q2020):</p>\n<ol>\n <li><b>Deliveries met despite fears on chip shortage.</b>While the stock's price momentum appears to have ebbed, recent news continues to remain positive. At an industry level, Chinese vehicle manufacturers XPEV andNIOmanaged to manufacture the expected numbers of vehicle deliveries, despite much feared chip shortages.XPEV chalked&nbsp;in record quarterly deliveries of 13,340 EVs in Q1 2021, +487% over the year and +130% over the month in March.NIO delivered&nbsp;20,060 +423% over the year while Q1 deliveries rose 15.6% to 20,060. The challenge these EV manufacturers face now is not so much the ability to deliver on its numbers, but on being able to meet high expectations for the stock price to gain further traction.</li>\n <li><b>Government support, China's creation of an EV ecosystem.</b>XPEV's strong deliveries describe not only excellent support from the private sector, but also the Chinese government's push to develop this part of its industry. XPEV has entered into an agreement with the city of Wuhan to build a factory with a capacity of 100,000 EV units. This is a very significant piece of news, considering its deliveries of just 5,102 in March 2021. Annualizing this number, the new capacity will be more than the whole of XPEV's total historical annual production. This news is interesting and significant since it was just released this week, suggesting it may have yet to be factored into analysts' forecast numbers. This is made more important as XPEV has always been considered a laggard in production capabilities to its larger cousin NIO. General Chinese government support for the EV ecosystem is strong, and the new facility in Wuhan echoes earlier provincial government financial support ($77m) in Guangdong. The reality is, for EVs to gain traction, government willingness to support infrastructure initiatives are highly important (e.g. permits for charging stations, creating incentives to convert from old polluting vehicles to green vehicles, etc.). With China's tradition of central planning, the EV ecosystem is placed on the right footing.</li>\n <li><b>Listing in Hong Kong adds to investor base and liquidity.</b>Going forward,XPEV,NIO, and&nbsp;LI&nbsp;intend tolistin Hong Kong this year. This is a strategic move, and makes the valuation of these companies less susceptible by US political bashing (e.g. the threat of being de-listed) should it occur, since it reflects a wider geographical base. The valuations of these companies may even get a boost given greater global liquidity due to added trading in the Asian time zone.</li>\n</ol>\n<p>Of note, in late March, XPEV held an&nbsp;autonomous driving expedition&nbsp;covering eight cities in China and 3,675 kilometers. The exercise was successful, as minimal human intervention was needed during the expedition and adds another brownie point to XPEV's research and development efforts, placing XPEV on the&nbsp;competitive landscape&nbsp;against rivals such as TSLA and NIO on autonomous driving. Apparently, XPEV's autonomous driving results&nbsp;performed better&nbsp;than TSLA's with fewer human interventions per 100km and better navigation in complex situations.</p>\n<p><b>XPEV's improving financials</b></p>\n<p>Now that we have several quarters of financial data on XPEV, it is worth reviewing how its metrics have been performing. Firstly, market expectations aside, deliveries have been very good as abovementioned, and this is flowing through to revenue numbers. As shown in the below table, growth has been very strong, and revenues are expected to more than double in 2021 and continue to double in 2022. Such growth rates place XPEV at the top end of manufacturing firms, as expected of the fast-growing EV market.</p>\n<p>Another point to note is the improvement in operating margins. As with any \"new tech\" company, initial investments would cause hugely negative operating margins in the beginning. What's important is the company's ability to improve margins and reduce costs over time. In this respect, XPEV has done a good job, with operating margins improving sequentially each quarter. Of note, operating margins started to see major improvements between the Jun-2020 (-142%) and Dec-2020 (-39%) quarters as shown in the table below. Given this trend, the company is likely to breakeven and register positive profits soon, which could be a catalytic re-rating for XPEV. When we pair this analysis with the stock price, it appears that XPEV's recently soft stock price performance is not justified.</p>\n<p>Meanwhile, the balance sheet is expected to remain strong. Equity to total liabilities &amp; equity is 23% as at Dec-2020. As abovementioned, further capital raises with a forthcoming Hong Kong listing will add to XPEV's cash buffer.</p>\n<p><i>XPEV's performance improvement in both revenue and operating margin trends appear to have been ignored by the market due to recent the broad market capitulation</i></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f8258dce0cc10e8118a23afce7655bed\" tg-width=\"726\" tg-height=\"737\"><span>*EST = estimate by analysts' consensus from SeekingAlpha</span></p>\n<p><b>XPEV's valuation: somewhere in the middle</b></p>\n<p>XPEV's stock price has done well over the last 6 months versus peers. On a TTM P/S, XPEV is near the middle although its FWD P/S is trading at a premium. However, there could be a general re-rating of the P/S of the sector if the Chinese EV manufacturers reach breakeven in 2021 and record positive profits (our base case belief, given the prevailing trend in XPEV's improving operating margins). This will then allow better price discovery when the companies can then be valued on their P/E ratios.</p>\n<img src=\"https://static.tigerbbs.com/fa975ce545e950a20f809bcc7f698ef6\" tg-width=\"911\" tg-height=\"594\">\n<table>\n <tbody>\n  <tr></tr>\n </tbody>\n</table>\n<p><b>Conclusion and Risks</b></p>\n<p>XPEV's stock price may benefit from two key catalysts: (1) expansion of manufacturing facility in Wuhan, which will concretely raise visibility of revenue growth which is expected to double; (2) a valuation regime change as it progresses from a loss making company to a profitable one, expected by this year. Furthermore, it is worth noting that the valuation is not lofty as compared to price levels in 4Q2020, having fallen over the last couple of months.</p>\n<p>Competition may exist and remain intense, but given the large size of China's market and that there are only a couple of notable players (i.e. NIO, LI), the market remains largely an oligopoly which allows XPEV to retain pricing power.</p>\n<p>Much feared risks of execution in the past appear to have materialized but not in a big way, i.e. the previously expected chip shortage. Given the progression to a post-COVID economy, supply chain links should improve and reduce similar risks in the future.</p>\n<p>On a standalone basis, XPEV's prospects appear bright, and now the key hurdle is whether the NASDAQ will find momentum and exceed previous highs. The base case for this should lean towards the positive as the market is merely in the first year of the economic recovery after the pandemic. Recent price consolidation appears to have created a technical setup for a reawakening of price momentum as consumer activity revives post-pandemic.</p>","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>XPeng Inc.: A Reawakening</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\">\nXPeng Inc.: A Reawakening\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-09 23:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4418326-xpeng-inc-reawakening><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nValuation is middling but not overvalued like in the past.\nRecent announcement of capacity expansion in Wuhan lends better operational and sales visibility.\nCompany could breakeven and ...</p>\n\n<a href=\"https://seekingalpha.com/article/4418326-xpeng-inc-reawakening\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XPEV":"小鹏汽车"},"source_url":"https://seekingalpha.com/article/4418326-xpeng-inc-reawakening","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1142324412","content_text":"Summary\n\nValuation is middling but not overvalued like in the past.\nRecent announcement of capacity expansion in Wuhan lends better operational and sales visibility.\nCompany could breakeven and finally reach positive profits soon; major improvements seen in operating margins.\nFeared chip shortage (i.e. supply disruption) was not a disaster, deliveries are still strong.\n\nPhoto by Robert Way/iStock Editorial via Getty Images\nIntroduction\nThe stock price of XPEV has been converging with the performance of the S&P 500 since March 2021, as compared to its massive outperformance in 4Q2020. This could be view positively or negatively. On the bright side, this suggests that price performance would become more predictable with lower volatility, indicative of a broadening consensus on the fundamental prospects of the company. On the other hand, traders may be disappointed its lack of momentum. Therefore, this is probably a good time to stop viewing XPEV as purely a trade, but re-analyze its merits as a fundamentally-driven investment.\nThe frenetic performance of XPEV has calmed down in recent weeks, allowing its one year performance to track the S&P 500 more closely\nSource: SeekingAlpha\nXPEV's G3 Super Long Range Smart SUV\nSource: XPeng Motors (G3、P7) Intelligent electric car with Internet DNA\nIndustry and commercial positives\nOptimism on EVs and strong industry growth rates are common knowledge by now. The following points suggest specific positives for XPEV that remain intact despite relatively ebbing momentum on the stock's price (as compared to 4Q2020):\n\nDeliveries met despite fears on chip shortage.While the stock's price momentum appears to have ebbed, recent news continues to remain positive. At an industry level, Chinese vehicle manufacturers XPEV andNIOmanaged to manufacture the expected numbers of vehicle deliveries, despite much feared chip shortages.XPEV chalked in record quarterly deliveries of 13,340 EVs in Q1 2021, +487% over the year and +130% over the month in March.NIO delivered 20,060 +423% over the year while Q1 deliveries rose 15.6% to 20,060. The challenge these EV manufacturers face now is not so much the ability to deliver on its numbers, but on being able to meet high expectations for the stock price to gain further traction.\nGovernment support, China's creation of an EV ecosystem.XPEV's strong deliveries describe not only excellent support from the private sector, but also the Chinese government's push to develop this part of its industry. XPEV has entered into an agreement with the city of Wuhan to build a factory with a capacity of 100,000 EV units. This is a very significant piece of news, considering its deliveries of just 5,102 in March 2021. Annualizing this number, the new capacity will be more than the whole of XPEV's total historical annual production. This news is interesting and significant since it was just released this week, suggesting it may have yet to be factored into analysts' forecast numbers. This is made more important as XPEV has always been considered a laggard in production capabilities to its larger cousin NIO. General Chinese government support for the EV ecosystem is strong, and the new facility in Wuhan echoes earlier provincial government financial support ($77m) in Guangdong. The reality is, for EVs to gain traction, government willingness to support infrastructure initiatives are highly important (e.g. permits for charging stations, creating incentives to convert from old polluting vehicles to green vehicles, etc.). With China's tradition of central planning, the EV ecosystem is placed on the right footing.\nListing in Hong Kong adds to investor base and liquidity.Going forward,XPEV,NIO, and LI intend tolistin Hong Kong this year. This is a strategic move, and makes the valuation of these companies less susceptible by US political bashing (e.g. the threat of being de-listed) should it occur, since it reflects a wider geographical base. The valuations of these companies may even get a boost given greater global liquidity due to added trading in the Asian time zone.\n\nOf note, in late March, XPEV held an autonomous driving expedition covering eight cities in China and 3,675 kilometers. The exercise was successful, as minimal human intervention was needed during the expedition and adds another brownie point to XPEV's research and development efforts, placing XPEV on the competitive landscape against rivals such as TSLA and NIO on autonomous driving. Apparently, XPEV's autonomous driving results performed better than TSLA's with fewer human interventions per 100km and better navigation in complex situations.\nXPEV's improving financials\nNow that we have several quarters of financial data on XPEV, it is worth reviewing how its metrics have been performing. Firstly, market expectations aside, deliveries have been very good as abovementioned, and this is flowing through to revenue numbers. As shown in the below table, growth has been very strong, and revenues are expected to more than double in 2021 and continue to double in 2022. Such growth rates place XPEV at the top end of manufacturing firms, as expected of the fast-growing EV market.\nAnother point to note is the improvement in operating margins. As with any \"new tech\" company, initial investments would cause hugely negative operating margins in the beginning. What's important is the company's ability to improve margins and reduce costs over time. In this respect, XPEV has done a good job, with operating margins improving sequentially each quarter. Of note, operating margins started to see major improvements between the Jun-2020 (-142%) and Dec-2020 (-39%) quarters as shown in the table below. Given this trend, the company is likely to breakeven and register positive profits soon, which could be a catalytic re-rating for XPEV. When we pair this analysis with the stock price, it appears that XPEV's recently soft stock price performance is not justified.\nMeanwhile, the balance sheet is expected to remain strong. Equity to total liabilities & equity is 23% as at Dec-2020. As abovementioned, further capital raises with a forthcoming Hong Kong listing will add to XPEV's cash buffer.\nXPEV's performance improvement in both revenue and operating margin trends appear to have been ignored by the market due to recent the broad market capitulation\n*EST = estimate by analysts' consensus from SeekingAlpha\nXPEV's valuation: somewhere in the middle\nXPEV's stock price has done well over the last 6 months versus peers. On a TTM P/S, XPEV is near the middle although its FWD P/S is trading at a premium. However, there could be a general re-rating of the P/S of the sector if the Chinese EV manufacturers reach breakeven in 2021 and record positive profits (our base case belief, given the prevailing trend in XPEV's improving operating margins). This will then allow better price discovery when the companies can then be valued on their P/E ratios.\n\n\n\n\n\n\nConclusion and Risks\nXPEV's stock price may benefit from two key catalysts: (1) expansion of manufacturing facility in Wuhan, which will concretely raise visibility of revenue growth which is expected to double; (2) a valuation regime change as it progresses from a loss making company to a profitable one, expected by this year. Furthermore, it is worth noting that the valuation is not lofty as compared to price levels in 4Q2020, having fallen over the last couple of months.\nCompetition may exist and remain intense, but given the large size of China's market and that there are only a couple of notable players (i.e. NIO, LI), the market remains largely an oligopoly which allows XPEV to retain pricing power.\nMuch feared risks of execution in the past appear to have materialized but not in a big way, i.e. the previously expected chip shortage. Given the progression to a post-COVID economy, supply chain links should improve and reduce similar risks in the future.\nOn a standalone basis, XPEV's prospects appear bright, and now the key hurdle is whether the NASDAQ will find momentum and exceed previous highs. The base case for this should lean towards the positive as the market is merely in the first year of the economic recovery after the pandemic. Recent price consolidation appears to have created a technical setup for a reawakening of price momentum as consumer activity revives post-pandemic.","news_type":1},"isVote":1,"tweetType":1,"viewCount":732,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":346981374,"gmtCreate":1617980162998,"gmtModify":1704705640164,"author":{"id":"3574731047424094","authorId":"3574731047424094","name":"Rachis","avatar":"https://static.tigerbbs.com/ae27d72e6d81357c96a7b54460d121e6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574731047424094","authorIdStr":"3574731047424094"},"themes":[],"htmlText":"seems like it’s starting to warm up.potential","listText":"seems like it’s starting to warm up.potential","text":"seems like it’s starting to warm up.potential","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/346981374","repostId":"1168300924","repostType":4,"repost":{"id":"1168300924","kind":"news","pubTimestamp":1617955250,"share":"https://ttm.financial/m/news/1168300924?lang=&edition=fundamental","pubTime":"2021-04-09 16:00","market":"us","language":"en","title":"Next Week’s IPO Lineup Is Growing. It Could Be Busy.","url":"https://stock-news.laohu8.com/highlight/detail?id=1168300924","media":"barrons","summary":"The second week of April is shaping up to be a relatively strong time for the IPO market. As many as four more companies are making their stock-market debuts, bringing the total to at least six.Coinbase, the largest U.S. cryptocurrency exchange,is slated to open for trading on Wednesday, April 14. Applovin and TuSimple are listing the next day, three people familiar with the situation said. Agilon Health ismaking its debut that Thursday.And Alkami Technology,a bank software company, and Karat Pa","content":"<p>The second week of April is shaping up to be a relatively strong time for the IPO market. As many as four more companies are making their stock-market debuts, bringing the total to at least six.</p><p>Coinbase, the largest U.S. cryptocurrency exchange,is slated to open for trading on Wednesday, April 14. Applovin and TuSimple are listing the next day, three people familiar with the situation said. Agilon Health ismaking its debut that Thursday.</p><p>And Alkami Technology,a bank software company, and Karat Packaging, whichmakes environmentally-friendly disposable food service products, are also reportedly going public.</p><p>This week, by way of contrast, two companies, Reneo Pharmaceuticals and VectivBio Holding, are listing. Both are small biotech companies that areslated to begin trading on the Nasdaq on Friday.</p><p>Applovin on Wednesday set terms for its initial public offering. It is offering 25 million shares at $75 to $85 each, which means it could raise as much as $2.13 billion if the stock sells at the high end of that range. The company plans to trade on the Nasdaq under the symbol APP.</p><p>Eighteen underwriters are listed in the Applovin prospectus, includingMorgan Stanley(ticker: MS),JPMorgan Chase(JPM),KKR,&nbsp;Bank of America‘s (BAC) BofA Securities, andCitigroup(C).</p><p>Founded in 2012, Applovin&nbsp;provides software&nbsp;used by mobile-game developers to grow their businesses.&nbsp; Some 410 million people a day open apps that contain Applovin software, according to the company. Applovin also has a portfolio of more than 200 free-to-play mobile games with 32 million daily users.</p><p>In 2018, KKRbought a minority stakein Applovin for $400 million, valuing Applovin at $2 billion at the time. Applovin in February acquired Adjust, a firm that helps mobile-app developers measure the performance of apps and prevent fraud, for $1 billion. KKR will own 67.4% of the company after the IPO, theprospectus said.</p><p>With 357,955,309 shares outstanding, Applovin’s market capitalization could hit $30 billion.</p><p>TuSimple also set terms for its IPO. The self-driving technology company could raise as much as $1.3 billion; it is offering nearly 34 million shares at $35 to $39 each. It will trade on the Nasdaq under the ticker TSP.</p><p>Morgan Stanley(MS),Citigroup,and J.P. Morgan (JPM) are lead bookrunners on the deal.</p><p>Founded in 2015, TuSimple is looking to transform the $800 billion trucking industry. The San Diego company, which has plants in Tucson, Shanghai, and Beijing, in addition to operations in Japan, is developing an autonomous freight network for long-haul, semi-trucks that it says will increase efficiency and safety on the road, while cutting operating costs.</p><p>TuSimple develops software for the Level 4 self-driving, long-haul trucks, which can see up to 1,000 meters away, equivalent to 30 seconds of driving time. High-definition maps provide accuracy within five centimeters.</p><p>The company is partnering withNavistar(NAV) to develop trucks for the North American market by 2024,its prospectus said. TuSimple has another partnership withVolkswagensubsidiary TRATON for trucks in Europe. Navistar, TRATON, and United Parcel Service (UPS) are all investors.</p><p>TuSimple has raised $800 million in funding, including a $350 million round in November led by VectoIQ.BlackRock(BR), Fidelity Management &amp; Research Co and Capital Group are in talks to buy up to 10.1 million TuSimple shares at the IPO price, the prospectus said.</p><p>The company will have 212,263,328 shares outstanding, meaning TuSimple’s market cap could climb to $8.3 billion. TuSimple, however, is not profitable. Losses widened to $177.9 million in 2020 from $84.9 million in 2019. Revenue jumped nearly 160% to $1.8 million in 2020.</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>Next Week’s IPO Lineup Is Growing. It Could Be Busy.</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\">\nNext Week’s IPO Lineup Is Growing. It Could Be Busy.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-09 16:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/next-weeks-ipo-lineup-is-growing-it-could-be-busy-51617907448?mod=hp_LEAD_1_B_2><strong>barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The second week of April is shaping up to be a relatively strong time for the IPO market. As many as four more companies are making their stock-market debuts, bringing the total to at least six....</p>\n\n<a href=\"https://www.barrons.com/articles/next-weeks-ipo-lineup-is-growing-it-could-be-busy-51617907448?mod=hp_LEAD_1_B_2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"APP":"AppLovin Corporation","ALKT":"Alkami Technology, Inc.","VECT":"VectivBio Holding AG","KRT":"Karat Packaging Inc.","COIN":"Coinbase Global, Inc."},"source_url":"https://www.barrons.com/articles/next-weeks-ipo-lineup-is-growing-it-could-be-busy-51617907448?mod=hp_LEAD_1_B_2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168300924","content_text":"The second week of April is shaping up to be a relatively strong time for the IPO market. As many as four more companies are making their stock-market debuts, bringing the total to at least six.Coinbase, the largest U.S. cryptocurrency exchange,is slated to open for trading on Wednesday, April 14. Applovin and TuSimple are listing the next day, three people familiar with the situation said. Agilon Health ismaking its debut that Thursday.And Alkami Technology,a bank software company, and Karat Packaging, whichmakes environmentally-friendly disposable food service products, are also reportedly going public.This week, by way of contrast, two companies, Reneo Pharmaceuticals and VectivBio Holding, are listing. Both are small biotech companies that areslated to begin trading on the Nasdaq on Friday.Applovin on Wednesday set terms for its initial public offering. It is offering 25 million shares at $75 to $85 each, which means it could raise as much as $2.13 billion if the stock sells at the high end of that range. The company plans to trade on the Nasdaq under the symbol APP.Eighteen underwriters are listed in the Applovin prospectus, includingMorgan Stanley(ticker: MS),JPMorgan Chase(JPM),KKR, Bank of America‘s (BAC) BofA Securities, andCitigroup(C).Founded in 2012, Applovin provides software used by mobile-game developers to grow their businesses.  Some 410 million people a day open apps that contain Applovin software, according to the company. Applovin also has a portfolio of more than 200 free-to-play mobile games with 32 million daily users.In 2018, KKRbought a minority stakein Applovin for $400 million, valuing Applovin at $2 billion at the time. Applovin in February acquired Adjust, a firm that helps mobile-app developers measure the performance of apps and prevent fraud, for $1 billion. KKR will own 67.4% of the company after the IPO, theprospectus said.With 357,955,309 shares outstanding, Applovin’s market capitalization could hit $30 billion.TuSimple also set terms for its IPO. The self-driving technology company could raise as much as $1.3 billion; it is offering nearly 34 million shares at $35 to $39 each. It will trade on the Nasdaq under the ticker TSP.Morgan Stanley(MS),Citigroup,and J.P. Morgan (JPM) are lead bookrunners on the deal.Founded in 2015, TuSimple is looking to transform the $800 billion trucking industry. The San Diego company, which has plants in Tucson, Shanghai, and Beijing, in addition to operations in Japan, is developing an autonomous freight network for long-haul, semi-trucks that it says will increase efficiency and safety on the road, while cutting operating costs.TuSimple develops software for the Level 4 self-driving, long-haul trucks, which can see up to 1,000 meters away, equivalent to 30 seconds of driving time. High-definition maps provide accuracy within five centimeters.The company is partnering withNavistar(NAV) to develop trucks for the North American market by 2024,its prospectus said. TuSimple has another partnership withVolkswagensubsidiary TRATON for trucks in Europe. Navistar, TRATON, and United Parcel Service (UPS) are all investors.TuSimple has raised $800 million in funding, including a $350 million round in November led by VectoIQ.BlackRock(BR), Fidelity Management & Research Co and Capital Group are in talks to buy up to 10.1 million TuSimple shares at the IPO price, the prospectus said.The company will have 212,263,328 shares outstanding, meaning TuSimple’s market cap could climb to $8.3 billion. TuSimple, however, is not profitable. Losses widened to $177.9 million in 2020 from $84.9 million in 2019. Revenue jumped nearly 160% to $1.8 million in 2020.","news_type":1},"isVote":1,"tweetType":1,"viewCount":538,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":343275176,"gmtCreate":1617721445095,"gmtModify":1704702307291,"author":{"id":"3574731047424094","authorId":"3574731047424094","name":"Rachis","avatar":"https://static.tigerbbs.com/ae27d72e6d81357c96a7b54460d121e6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574731047424094","authorIdStr":"3574731047424094"},"themes":[],"htmlText":"may the force be wEV you","listText":"may the force be wEV you","text":"may the force be wEV you","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/343275176","repostId":"1115618527","repostType":4,"repost":{"id":"1115618527","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and 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charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>'New force of Chinese car maker' rebound</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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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'New force of Chinese car maker' rebound\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\">2021-04-06 22:47</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>'New force of Chinese car maker' rebound&nbsp;in Tuesday morning trading.Xpeng Motors was up more than 3%,Nio and Li Auto was up more tha 2%.</p><p><img src=\"https://static.tigerbbs.com/8dfde2999bf2477960c9b8a2e500391b\" tg-width=\"428\" tg-height=\"187\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LI":"理想汽车","XPEV":"小鹏汽车","NIO":"蔚来"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115618527","content_text":"'New force of Chinese car maker' rebound in Tuesday morning trading.Xpeng Motors was up more than 3%,Nio and Li Auto was up more tha 2%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":341,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":357260351,"gmtCreate":1617278969773,"gmtModify":1704698187491,"author":{"id":"3574731047424094","authorId":"3574731047424094","name":"Rachis","avatar":"https://static.tigerbbs.com/ae27d72e6d81357c96a7b54460d121e6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574731047424094","authorIdStr":"3574731047424094"},"themes":[],"htmlText":"no....","listText":"no....","text":"no....","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/357260351","repostId":"354193329","repostType":1,"repost":{"id":354193329,"gmtCreate":1617149774061,"gmtModify":1704696383871,"author":{"id":"3557433279201512","authorId":"3557433279201512","name":"Couragesther","avatar":"https://static.tigerbbs.com/fb776fde22322bb11f3651d216a6b06e","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557433279201512","authorIdStr":"3557433279201512"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ARKF\">$ARK Fintech Innovation ETF(ARKF)$</a>Won’tbe seeing green for a while&nbsp;","listText":"<a href=\"https://laohu8.com/S/ARKF\">$ARK Fintech Innovation ETF(ARKF)$</a>Won’tbe seeing green for a while&nbsp;","text":"$ARK Fintech Innovation ETF(ARKF)$Won’tbe seeing green for a while","images":[{"img":"https://static.tigerbbs.com/6bff082c04399aea940bf5d3338f15f4","width":"750","height":"1068"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/354193329","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":230,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":357287223,"gmtCreate":1617278901662,"gmtModify":1704698186516,"author":{"id":"3574731047424094","authorId":"3574731047424094","name":"Rachis","avatar":"https://static.tigerbbs.com/ae27d72e6d81357c96a7b54460d121e6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574731047424094","authorIdStr":"3574731047424094"},"themes":[],"htmlText":"Biden’s great bid","listText":"Biden’s great bid","text":"Biden’s great bid","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/357287223","repostId":"2124783919","repostType":4,"repost":{"id":"2124783919","kind":"news","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1617272100,"share":"https://ttm.financial/m/news/2124783919?lang=&edition=fundamental","pubTime":"2021-04-01 18:15","market":"us","language":"en","title":"Analysis: Can Joe Biden recreate the U.S. economy he grew up with?","url":"https://stock-news.laohu8.com/highlight/detail?id=2124783919","media":"Reuters","summary":"By Howard Schneider\nWASHINGTON (Reuters) - Joe Biden will almost certainly be the last U.S. presiden","content":"<p><img src=\"https://www.streetinsider.com/images/news2/182/18209303/resize_LYNXMPEH302M7.jpg\" tg-width=\"200\" tg-height=\"133\" referrerpolicy=\"no-referrer\"></p>\n<p>By Howard Schneider</p>\n<p>WASHINGTON (Reuters) - Joe Biden will almost certainly be the last U.S. president born as a member of the \"silent generation\" demographic group who were children during World War <a href=\"https://laohu8.com/S/TWOA.U\">Two</a>, came of age in an economic boom that built middle class wealth, and cemented the role of the United States as the world's leading industrial power.</p>\n<p>Over the latter half of his life, Biden, 78, saw the share of national wealth going to that middle class fall and the gains from U.S. growth concentrate in a handful of regions. Now, with a roughly $2 trillion investment package unveiled on Wednesday, Biden wants to reverse that half century trend and steer capital to neglected people and parts of the country.</p>\n<p>Democrat Biden's jobs and infrastructure plan and the corporate tax increase to help pay for it, contrasts with the deference to private markets begun by Republicans with Ronald Reagan's election in 1980, and nursed through rounds of tax cuts and deregulation, by both parties.</p>\n<p>Whether it was Bill Clinton’s moves to reduce social welfare and deregulate the financial sector, or Barack Obama’s hesitance to \"go big\" on spending in the last recession, there has been a reluctance by both parties to intervene too deeply for decades.</p>\n<p>Rural and Rust Belt America faded and there was little progress on bridging the wealth gaps between Black and white.</p>\n<p>Biden's plan harkens to the Democratic leaders of his young adult years in the 1960s - President John Kennedy’s aspirational focus on public ventures such as the moon landing, or Lyndon Johnson's Great Society push to strengthen the social safety net. It also echoes President Dwight Eisenhower's 1956 act for the government to mostly pay for building Interstate Highways.</p>\n<p>\"I am struck by the scale, the structure,\" MIT economics professor Simon Johnson said of Biden's plan. \"They seem to have taken on board the idea that you can boost productivity, boost growth, and spread it around the country,\" with the right public investments.</p>\n<p><b>EPIC BATTLE LOOMS</b></p>\n<p>The battle over the legislation in the U.S. Congress is expected to be epic.</p>\n<p>Mitch McConnell, the Senate Republican leader, suggested on Wednesday that any bill Democrats propose may be a \"Trojan horse for a massive tax increase.\" Republicans have said they won't support Democratic efforts to inject goals like stopping climate change or equality into a spending bill.</p>\n<p>The proposal follows the more than $5 billion committed over the last year to fighting the coronavirus, much of it used for direct payments to families and the unemployed.</p>\n<p>The scars from the pandemic may run deep, and the proposed pipeline of federal dollars into communities, technology research, and job generating building projects are a way to keep the healing underway, according to the administration.</p>\n<p>Many ideas in the plan have been percolating in universities and other institutions for years.</p>\n<p>Johnson, for example, argued in a 2019 book that private capital will never fully substitute for government investment in things like new utility networks or complicated basic research.</p>\n<p>The Biden approach is arguably distinct in the breadth of what it wants to confront in <a href=\"https://laohu8.com/S/AONE\">one</a> fell swoop – from deficiencies in child care services to electric vehicle charging stations – and in its diagnosis of what's needed.</p>\n<p>The demographic and economic decline of small towns and many mid-sized cities has been underway for decades under Democratic and Republican presidents even as the rhetoric of both promised to reverse it.</p>\n<p>The share of U.S. GDP paid to wages and salaries has declined as well, which many economists believe contributes to rising inequality.</p>\n<p>Biden wants to put the public purse behind that promise with both infrastructure programs and funding for research hubs to try to level the playing field between middle America and the San Franciscos and Bostons of the world.</p>\n<p>Decades ago, the United States used to spend 2% of its GDP on research and development, Biden noted in a speech on Wednesday. That figure is now less than 1%, even as other countries have increased investment.</p>\n<p>\"We’ve fallen back,\" he said. \"The rest of the world is closing in and closing in fast. We can’t less this continue.”</p>\n<p>The plan \"represents a major effort to tackle the country's widening geographic inequalities ... It shows an understanding of how infrastructure can create access and opportunity - or wall it off,\" said Kenan Fikri, research director of the bipartisan Economic Innovation Group.</p>\n<p>The gap in wealth between Blacks and whites has shown little progress over the past 30 years, regardless that 16 of them were with Democrats in the White House.</p>\n<p>The Biden proposal aims investment at Black communities, including those affected by port pollution or other environmental blight, and industries with a large proportion of Black workers.</p>\n<p><b>AN UNLIKELY RADICAL</b></p>\n<p>Biden, on the surface, is an unlikely figure to push such a radical shift in federal policy. He first took public office in 1970, the year that U.S. workers' share of national income peaked. He had a long career working from the very Democratic center he is now looking to transform, supporting bank-friendly bills that drew criticism on the campaign trail.</p>\n<p>But he became president in a year when the arguments against government intervention he heard as a senator and as a vice president under Obama seem to have run their course.</p>\n<p>Some of Biden's old colleagues, including Democratic economists such as Lawrence Summers, say Biden is off base.</p>\n<p>In comments on the stimulus plan in February, Summers acknowledged there was \"tremendous suffering\" but said \"this goes way beyond what is necessary.\"</p>\n<p>Others say it is time to give the more liberal wing of the party, dormant for decades, time to make their case once again - and are pushing Biden to go even farther.</p>\n<p>\"This is not nearly enough,\" said Alexandria Ocasio-Cortez, Democratic congresswoman from New York.</p>\n<p>(Reporting by Howard Schneider; Editing by Heather Timmons and Grant McCool)</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>Analysis: Can Joe Biden recreate the U.S. economy he grew up with?</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\">\nAnalysis: Can Joe Biden recreate the U.S. economy he grew up with?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-04-01 18:15</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><img src=\"https://www.streetinsider.com/images/news2/182/18209303/resize_LYNXMPEH302M7.jpg\" tg-width=\"200\" tg-height=\"133\" referrerpolicy=\"no-referrer\"></p>\n<p>By Howard Schneider</p>\n<p>WASHINGTON (Reuters) - Joe Biden will almost certainly be the last U.S. president born as a member of the \"silent generation\" demographic group who were children during World War <a href=\"https://laohu8.com/S/TWOA.U\">Two</a>, came of age in an economic boom that built middle class wealth, and cemented the role of the United States as the world's leading industrial power.</p>\n<p>Over the latter half of his life, Biden, 78, saw the share of national wealth going to that middle class fall and the gains from U.S. growth concentrate in a handful of regions. Now, with a roughly $2 trillion investment package unveiled on Wednesday, Biden wants to reverse that half century trend and steer capital to neglected people and parts of the country.</p>\n<p>Democrat Biden's jobs and infrastructure plan and the corporate tax increase to help pay for it, contrasts with the deference to private markets begun by Republicans with Ronald Reagan's election in 1980, and nursed through rounds of tax cuts and deregulation, by both parties.</p>\n<p>Whether it was Bill Clinton’s moves to reduce social welfare and deregulate the financial sector, or Barack Obama’s hesitance to \"go big\" on spending in the last recession, there has been a reluctance by both parties to intervene too deeply for decades.</p>\n<p>Rural and Rust Belt America faded and there was little progress on bridging the wealth gaps between Black and white.</p>\n<p>Biden's plan harkens to the Democratic leaders of his young adult years in the 1960s - President John Kennedy’s aspirational focus on public ventures such as the moon landing, or Lyndon Johnson's Great Society push to strengthen the social safety net. It also echoes President Dwight Eisenhower's 1956 act for the government to mostly pay for building Interstate Highways.</p>\n<p>\"I am struck by the scale, the structure,\" MIT economics professor Simon Johnson said of Biden's plan. \"They seem to have taken on board the idea that you can boost productivity, boost growth, and spread it around the country,\" with the right public investments.</p>\n<p><b>EPIC BATTLE LOOMS</b></p>\n<p>The battle over the legislation in the U.S. Congress is expected to be epic.</p>\n<p>Mitch McConnell, the Senate Republican leader, suggested on Wednesday that any bill Democrats propose may be a \"Trojan horse for a massive tax increase.\" Republicans have said they won't support Democratic efforts to inject goals like stopping climate change or equality into a spending bill.</p>\n<p>The proposal follows the more than $5 billion committed over the last year to fighting the coronavirus, much of it used for direct payments to families and the unemployed.</p>\n<p>The scars from the pandemic may run deep, and the proposed pipeline of federal dollars into communities, technology research, and job generating building projects are a way to keep the healing underway, according to the administration.</p>\n<p>Many ideas in the plan have been percolating in universities and other institutions for years.</p>\n<p>Johnson, for example, argued in a 2019 book that private capital will never fully substitute for government investment in things like new utility networks or complicated basic research.</p>\n<p>The Biden approach is arguably distinct in the breadth of what it wants to confront in <a href=\"https://laohu8.com/S/AONE\">one</a> fell swoop – from deficiencies in child care services to electric vehicle charging stations – and in its diagnosis of what's needed.</p>\n<p>The demographic and economic decline of small towns and many mid-sized cities has been underway for decades under Democratic and Republican presidents even as the rhetoric of both promised to reverse it.</p>\n<p>The share of U.S. GDP paid to wages and salaries has declined as well, which many economists believe contributes to rising inequality.</p>\n<p>Biden wants to put the public purse behind that promise with both infrastructure programs and funding for research hubs to try to level the playing field between middle America and the San Franciscos and Bostons of the world.</p>\n<p>Decades ago, the United States used to spend 2% of its GDP on research and development, Biden noted in a speech on Wednesday. That figure is now less than 1%, even as other countries have increased investment.</p>\n<p>\"We’ve fallen back,\" he said. \"The rest of the world is closing in and closing in fast. We can’t less this continue.”</p>\n<p>The plan \"represents a major effort to tackle the country's widening geographic inequalities ... It shows an understanding of how infrastructure can create access and opportunity - or wall it off,\" said Kenan Fikri, research director of the bipartisan Economic Innovation Group.</p>\n<p>The gap in wealth between Blacks and whites has shown little progress over the past 30 years, regardless that 16 of them were with Democrats in the White House.</p>\n<p>The Biden proposal aims investment at Black communities, including those affected by port pollution or other environmental blight, and industries with a large proportion of Black workers.</p>\n<p><b>AN UNLIKELY RADICAL</b></p>\n<p>Biden, on the surface, is an unlikely figure to push such a radical shift in federal policy. He first took public office in 1970, the year that U.S. workers' share of national income peaked. He had a long career working from the very Democratic center he is now looking to transform, supporting bank-friendly bills that drew criticism on the campaign trail.</p>\n<p>But he became president in a year when the arguments against government intervention he heard as a senator and as a vice president under Obama seem to have run their course.</p>\n<p>Some of Biden's old colleagues, including Democratic economists such as Lawrence Summers, say Biden is off base.</p>\n<p>In comments on the stimulus plan in February, Summers acknowledged there was \"tremendous suffering\" but said \"this goes way beyond what is necessary.\"</p>\n<p>Others say it is time to give the more liberal wing of the party, dormant for decades, time to make their case once again - and are pushing Biden to go even farther.</p>\n<p>\"This is not nearly enough,\" said Alexandria Ocasio-Cortez, Democratic congresswoman from New York.</p>\n<p>(Reporting by Howard Schneider; Editing by Heather Timmons and Grant McCool)</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2124783919","content_text":"By Howard Schneider\nWASHINGTON (Reuters) - Joe Biden will almost certainly be the last U.S. president born as a member of the \"silent generation\" demographic group who were children during World War Two, came of age in an economic boom that built middle class wealth, and cemented the role of the United States as the world's leading industrial power.\nOver the latter half of his life, Biden, 78, saw the share of national wealth going to that middle class fall and the gains from U.S. growth concentrate in a handful of regions. Now, with a roughly $2 trillion investment package unveiled on Wednesday, Biden wants to reverse that half century trend and steer capital to neglected people and parts of the country.\nDemocrat Biden's jobs and infrastructure plan and the corporate tax increase to help pay for it, contrasts with the deference to private markets begun by Republicans with Ronald Reagan's election in 1980, and nursed through rounds of tax cuts and deregulation, by both parties.\nWhether it was Bill Clinton’s moves to reduce social welfare and deregulate the financial sector, or Barack Obama’s hesitance to \"go big\" on spending in the last recession, there has been a reluctance by both parties to intervene too deeply for decades.\nRural and Rust Belt America faded and there was little progress on bridging the wealth gaps between Black and white.\nBiden's plan harkens to the Democratic leaders of his young adult years in the 1960s - President John Kennedy’s aspirational focus on public ventures such as the moon landing, or Lyndon Johnson's Great Society push to strengthen the social safety net. It also echoes President Dwight Eisenhower's 1956 act for the government to mostly pay for building Interstate Highways.\n\"I am struck by the scale, the structure,\" MIT economics professor Simon Johnson said of Biden's plan. \"They seem to have taken on board the idea that you can boost productivity, boost growth, and spread it around the country,\" with the right public investments.\nEPIC BATTLE LOOMS\nThe battle over the legislation in the U.S. Congress is expected to be epic.\nMitch McConnell, the Senate Republican leader, suggested on Wednesday that any bill Democrats propose may be a \"Trojan horse for a massive tax increase.\" Republicans have said they won't support Democratic efforts to inject goals like stopping climate change or equality into a spending bill.\nThe proposal follows the more than $5 billion committed over the last year to fighting the coronavirus, much of it used for direct payments to families and the unemployed.\nThe scars from the pandemic may run deep, and the proposed pipeline of federal dollars into communities, technology research, and job generating building projects are a way to keep the healing underway, according to the administration.\nMany ideas in the plan have been percolating in universities and other institutions for years.\nJohnson, for example, argued in a 2019 book that private capital will never fully substitute for government investment in things like new utility networks or complicated basic research.\nThe Biden approach is arguably distinct in the breadth of what it wants to confront in one fell swoop – from deficiencies in child care services to electric vehicle charging stations – and in its diagnosis of what's needed.\nThe demographic and economic decline of small towns and many mid-sized cities has been underway for decades under Democratic and Republican presidents even as the rhetoric of both promised to reverse it.\nThe share of U.S. GDP paid to wages and salaries has declined as well, which many economists believe contributes to rising inequality.\nBiden wants to put the public purse behind that promise with both infrastructure programs and funding for research hubs to try to level the playing field between middle America and the San Franciscos and Bostons of the world.\nDecades ago, the United States used to spend 2% of its GDP on research and development, Biden noted in a speech on Wednesday. That figure is now less than 1%, even as other countries have increased investment.\n\"We’ve fallen back,\" he said. \"The rest of the world is closing in and closing in fast. We can’t less this continue.”\nThe plan \"represents a major effort to tackle the country's widening geographic inequalities ... It shows an understanding of how infrastructure can create access and opportunity - or wall it off,\" said Kenan Fikri, research director of the bipartisan Economic Innovation Group.\nThe gap in wealth between Blacks and whites has shown little progress over the past 30 years, regardless that 16 of them were with Democrats in the White House.\nThe Biden proposal aims investment at Black communities, including those affected by port pollution or other environmental blight, and industries with a large proportion of Black workers.\nAN UNLIKELY RADICAL\nBiden, on the surface, is an unlikely figure to push such a radical shift in federal policy. He first took public office in 1970, the year that U.S. workers' share of national income peaked. He had a long career working from the very Democratic center he is now looking to transform, supporting bank-friendly bills that drew criticism on the campaign trail.\nBut he became president in a year when the arguments against government intervention he heard as a senator and as a vice president under Obama seem to have run their course.\nSome of Biden's old colleagues, including Democratic economists such as Lawrence Summers, say Biden is off base.\nIn comments on the stimulus plan in February, Summers acknowledged there was \"tremendous suffering\" but said \"this goes way beyond what is necessary.\"\nOthers say it is time to give the more liberal wing of the party, dormant for decades, time to make their case once again - and are pushing Biden to go even farther.\n\"This is not nearly enough,\" said Alexandria Ocasio-Cortez, Democratic congresswoman from New York.\n(Reporting by Howard Schneider; Editing by Heather Timmons and Grant McCool)","news_type":1},"isVote":1,"tweetType":1,"viewCount":263,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":354408880,"gmtCreate":1617193536340,"gmtModify":1704697035512,"author":{"id":"3574731047424094","authorId":"3574731047424094","name":"Rachis","avatar":"https://static.tigerbbs.com/ae27d72e6d81357c96a7b54460d121e6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574731047424094","authorIdStr":"3574731047424094"},"themes":[],"htmlText":"set on a new course","listText":"set on a new course","text":"set on a new course","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/354408880","repostId":"1199969344","repostType":4,"repost":{"id":"1199969344","kind":"news","pubTimestamp":1617180673,"share":"https://ttm.financial/m/news/1199969344?lang=&edition=fundamental","pubTime":"2021-03-31 16:51","market":"us","language":"en","title":"Coursera IPO: Get In Before The Listing","url":"https://stock-news.laohu8.com/highlight/detail?id=1199969344","media":"seekingalpha","summary":"SummaryThe Coursera IPO is imminent.SuRo Capital, a business development company, holds a massive st","content":"<p><b>Summary</b></p><ul><li>The Coursera IPO is imminent.</li><li>SuRo Capital, a business development company, holds a massive stake in the company.</li><li>SuRo could be a proxy for interesting startups such as Nextdoor, Forge Global and Blink Health.</li></ul><p>The Coursera (COURS) IPO is likely to be one of the most interesting listings of the year. After years of building an online education platform, the company finally hit warp speed when everyone was forced to study from home. Therecently-filed S-1 mentionsdouble-digit revenue growth, a growing base of users and exciting plans for future expansion. </p><p>Luckily, a publicly-listed company was an early investor in the startup and now holds a significant stake in the business. This early investor also is exposed to several other interesting public and private tech companies, which justifies a closer look. Here’s a quick breakdown of Coursera’s S-1 and the stock that can give you a chance to get in before retail investors rush in.</p><p><b>Coursera IPO</b></p><p>Launched in 2012 by Stanford University computer science professors Daphne Koller and Andrew Ng, Coursera is one of many massive open online course (MOOC) providers that have emerged since the dawn of the Internet. What sets Coursera apart is its symbiotic relationship with established universities. Instead of trying to disrupt the higher education industry, Coursera is attempting to work with them to reimagine what higher education and professional courses should look like in a digital world.</p><p>That strategy seems to be working. Coursera has more than77 million students, more than most of its rivals. The company’sCoursera for Campusattracted 4,000 tertiary institutions from across the world. At the end of 2020, 130 of these institutions were premium subscribers. 2,000 businesses (including 25% of Fortune 500 companies) and 100 government agencies are alsopaying for Coursera’s enterprise offerings.</p><p>Unsurprisingly, that traction is reflected on the top line. In 2020, Coursera generated $293 million in revenue, up 59% from the previous year. Year-on-year user growth came in at 65%. However, the company extended free courses and features throughout the pandemic to gin up traffic. That led to higher costs and a loss of $66.8 million in 2020, up from $46.7 million in 2019. Free cash flow was -$26.9 million over the course of the year.</p><p>Coursera doesn’t expect to become cash flow positive or profitable anytime soon. In fact, theS-1 clearly statesthat the company “had an accumulated deficit of $343.6 million as of December 31, 2020,” and that they anticipate that the company “will continue to incur losses for the foreseeable future.”</p><p>The reopening is another risk. With students heading back to the campus this fall, it’s difficult to say if Coursera can sustain last year’s momentum and keep students and universities engaged on its platform.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2765e424ebb38bf8c4fdf74bcb5d0086\" tg-width=\"605\" tg-height=\"270\" referrerpolicy=\"no-referrer\"><span>Coursera product tiers</span></p><p>Nevertheless, the company’s partnerships with government agencies, library of content from top universities, enterprise training products and micro-certification courses could help it bolster growth over time. Online learning already was a rapidly-growing market pre-pandemic. Some estimates suggest the marketcould be worth $350 billionby 2025. Coursera was last valued at $2.5 billion.</p><p>It could be worth a lot more when the IPO is completed. One early investor is certainly expecting a windfall: SuRo Capital(NASDAQ:SSSS).</p><p><b>SuRo Capital - Coursera’s Proxy</b></p><p>San Francisco-based SuRo Capital is a business development company focused on tech startups and innovative private companies. SuRo’s portfolio is heavily concentrated in preferred shares of noteworthy tech startups such asCourseHero,Rent the Runway,Nextdoor,Blink HealthandForge Global.</p><p>The largest and most noteworthy position in their portfolio is a $94 million stake in Palantir Technologies(NYSE:PLTR). In fact, my first article on the company was publishedjust before Palantir’s IPO. Over the past 12 months, the stock is up 281%, which means it outperformed the most talked about tech ETF of the year - Ark Innovation ETF(NYSEARCA:ARKK).</p><p><img src=\"https://static.tigerbbs.com/803c42a2fe2b33ae60db98bb236a638e\" tg-width=\"1280\" tg-height=\"852\" referrerpolicy=\"no-referrer\">Source:TradingView</p><p>Now, Palantir accounts for 31.4% of SuRo’s portfolio. Coursera is the second-largest holding. Accounting for 17.6% of the portfolio, SuRo reported the fair value of its stake at $53.2 million recently. It’s worth noting that SuRo holds this stake in preferred shares paying out 8% a year in dividends. These preferred shares should be worth a lot more when the company lists publicly. Analysts estimate Coursera could be worth as much as$5 billion, which is roughly double its valuation from 2020.</p><p>At that price, Coursera would become SuRo’s largest holding, adding roughly $50 million to the company’s book value.</p><p>Altogether,SuRo’s portfolio is worth $430 million. Meanwhile, the company’s market capitalization is $274 million. If the Coursera IPO is as successful as some of the other major tech IPOs we’ve witnessed this year, this discount to fair value could broaden further.</p><p>Risks</p><p>Coursera's S-1 lists several potential risks that investors should be aware of. However, I believe some are more noteworthy than others and Coursera may have missed some key risks.</p><p>Competition, for one, is something the team could have elaborated on further. Coursera is far from the only online education provider. In fact, many of its rivals including Skillshare, Gumroad, Khan Academy and Udemy have more recognizable brands.</p><p>Khan Academy is particularly noteworthy because many of the courses it offers are free. That, in my opinion, is another key risk for Coursera and perhaps the entire EdTech space. While higher education is a luxury service in North America, it's free in places like Germany. Much of the world would prefer a low-cost or free model to develop talent and plug the skills gap. College in India, for instance, costs$5,000 a year on average. Coursera isn't profitable at its current average pricing of $9,000 to $25,000 per degree course. Lower costs in the rest of the world could make profitability a bigger challenge.</p><p>Coursera could potentially overcome these challenges by recruiting lower-cost education providers in emerging markets, convincing students to pay a premium and differentiating its courses by partnering with elite universities and recruitment channels.</p><p><b>Bottom line</b></p><p>Keep an eye on SuRo. This could be one of the underrated and undervalued tech companies on the market right now. It’s either that or I’m missing something and have overlooked something major. Let me know in the comments below.</p>","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>Coursera IPO: Get In Before The Listing</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\">\nCoursera IPO: Get In Before The Listing\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-31 16:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4415636-coursera-ipo-get-in-listing><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryThe Coursera IPO is imminent.SuRo Capital, a business development company, holds a massive stake in the company.SuRo could be a proxy for interesting startups such as Nextdoor, Forge Global and...</p>\n\n<a href=\"https://seekingalpha.com/article/4415636-coursera-ipo-get-in-listing\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5220d573a8af31c0f611dafd93d5f72a","relate_stocks":{"COUR":"Coursera, Inc."},"source_url":"https://seekingalpha.com/article/4415636-coursera-ipo-get-in-listing","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1199969344","content_text":"SummaryThe Coursera IPO is imminent.SuRo Capital, a business development company, holds a massive stake in the company.SuRo could be a proxy for interesting startups such as Nextdoor, Forge Global and Blink Health.The Coursera (COURS) IPO is likely to be one of the most interesting listings of the year. After years of building an online education platform, the company finally hit warp speed when everyone was forced to study from home. Therecently-filed S-1 mentionsdouble-digit revenue growth, a growing base of users and exciting plans for future expansion. Luckily, a publicly-listed company was an early investor in the startup and now holds a significant stake in the business. This early investor also is exposed to several other interesting public and private tech companies, which justifies a closer look. Here’s a quick breakdown of Coursera’s S-1 and the stock that can give you a chance to get in before retail investors rush in.Coursera IPOLaunched in 2012 by Stanford University computer science professors Daphne Koller and Andrew Ng, Coursera is one of many massive open online course (MOOC) providers that have emerged since the dawn of the Internet. What sets Coursera apart is its symbiotic relationship with established universities. Instead of trying to disrupt the higher education industry, Coursera is attempting to work with them to reimagine what higher education and professional courses should look like in a digital world.That strategy seems to be working. Coursera has more than77 million students, more than most of its rivals. The company’sCoursera for Campusattracted 4,000 tertiary institutions from across the world. At the end of 2020, 130 of these institutions were premium subscribers. 2,000 businesses (including 25% of Fortune 500 companies) and 100 government agencies are alsopaying for Coursera’s enterprise offerings.Unsurprisingly, that traction is reflected on the top line. In 2020, Coursera generated $293 million in revenue, up 59% from the previous year. Year-on-year user growth came in at 65%. However, the company extended free courses and features throughout the pandemic to gin up traffic. That led to higher costs and a loss of $66.8 million in 2020, up from $46.7 million in 2019. Free cash flow was -$26.9 million over the course of the year.Coursera doesn’t expect to become cash flow positive or profitable anytime soon. In fact, theS-1 clearly statesthat the company “had an accumulated deficit of $343.6 million as of December 31, 2020,” and that they anticipate that the company “will continue to incur losses for the foreseeable future.”The reopening is another risk. With students heading back to the campus this fall, it’s difficult to say if Coursera can sustain last year’s momentum and keep students and universities engaged on its platform.Coursera product tiersNevertheless, the company’s partnerships with government agencies, library of content from top universities, enterprise training products and micro-certification courses could help it bolster growth over time. Online learning already was a rapidly-growing market pre-pandemic. Some estimates suggest the marketcould be worth $350 billionby 2025. Coursera was last valued at $2.5 billion.It could be worth a lot more when the IPO is completed. One early investor is certainly expecting a windfall: SuRo Capital(NASDAQ:SSSS).SuRo Capital - Coursera’s ProxySan Francisco-based SuRo Capital is a business development company focused on tech startups and innovative private companies. SuRo’s portfolio is heavily concentrated in preferred shares of noteworthy tech startups such asCourseHero,Rent the Runway,Nextdoor,Blink HealthandForge Global.The largest and most noteworthy position in their portfolio is a $94 million stake in Palantir Technologies(NYSE:PLTR). In fact, my first article on the company was publishedjust before Palantir’s IPO. Over the past 12 months, the stock is up 281%, which means it outperformed the most talked about tech ETF of the year - Ark Innovation ETF(NYSEARCA:ARKK).Source:TradingViewNow, Palantir accounts for 31.4% of SuRo’s portfolio. Coursera is the second-largest holding. Accounting for 17.6% of the portfolio, SuRo reported the fair value of its stake at $53.2 million recently. It’s worth noting that SuRo holds this stake in preferred shares paying out 8% a year in dividends. These preferred shares should be worth a lot more when the company lists publicly. Analysts estimate Coursera could be worth as much as$5 billion, which is roughly double its valuation from 2020.At that price, Coursera would become SuRo’s largest holding, adding roughly $50 million to the company’s book value.Altogether,SuRo’s portfolio is worth $430 million. Meanwhile, the company’s market capitalization is $274 million. If the Coursera IPO is as successful as some of the other major tech IPOs we’ve witnessed this year, this discount to fair value could broaden further.RisksCoursera's S-1 lists several potential risks that investors should be aware of. However, I believe some are more noteworthy than others and Coursera may have missed some key risks.Competition, for one, is something the team could have elaborated on further. Coursera is far from the only online education provider. In fact, many of its rivals including Skillshare, Gumroad, Khan Academy and Udemy have more recognizable brands.Khan Academy is particularly noteworthy because many of the courses it offers are free. That, in my opinion, is another key risk for Coursera and perhaps the entire EdTech space. While higher education is a luxury service in North America, it's free in places like Germany. Much of the world would prefer a low-cost or free model to develop talent and plug the skills gap. College in India, for instance, costs$5,000 a year on average. Coursera isn't profitable at its current average pricing of $9,000 to $25,000 per degree course. Lower costs in the rest of the world could make profitability a bigger challenge.Coursera could potentially overcome these challenges by recruiting lower-cost education providers in emerging markets, convincing students to pay a premium and differentiating its courses by partnering with elite universities and recruitment channels.Bottom lineKeep an eye on SuRo. This could be one of the underrated and undervalued tech companies on the market right now. It’s either that or I’m missing something and have overlooked something major. Let me know in the comments below.","news_type":1},"isVote":1,"tweetType":1,"viewCount":253,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":355957654,"gmtCreate":1617025923578,"gmtModify":1704801011891,"author":{"id":"3574731047424094","authorId":"3574731047424094","name":"Rachis","avatar":"https://static.tigerbbs.com/ae27d72e6d81357c96a7b54460d121e6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574731047424094","authorIdStr":"3574731047424094"},"themes":[],"htmlText":"oh dear","listText":"oh dear","text":"oh dear","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/355957654","repostId":"1180199356","repostType":4,"repost":{"id":"1180199356","kind":"news","pubTimestamp":1617025247,"share":"https://ttm.financial/m/news/1180199356?lang=&edition=fundamental","pubTime":"2021-03-29 21:40","market":"us","language":"en","title":"Bank stocks drop after Archegos Capital collapses","url":"https://stock-news.laohu8.com/highlight/detail?id=1180199356","media":"seekingalpha","summary":"Some of the biggest global banks drop in market trading after Archegos Capital, the family office ru","content":"<p>Some of the biggest global banks drop in market trading after Archegos Capital, the family office run by Bill Hwang,wasforced to liquidate, putting the banks in danger of losing billions of dollars.</p><p>Credit Suisse&nbsp;sinks 13%, Nomura&nbsp;slides 13%, Goldman Sachs&nbsp;drops 1%, and Morgan Stanley&nbsp;falls 2.78%, Deutsche Bank&nbsp;dips 2.96%.</p><p><img src=\"https://static.tigerbbs.com/467f28f9b672edc77c3cf438b196dccb\" tg-width=\"279\" tg-height=\"202\" referrerpolicy=\"no-referrer\"></p><p>While it didn't name the client, Credit Suisse&nbsp;warnedinvestors of&nbsp; a \"significant loss\" because it was forced to exit positions after \"a significant U.S.-based hedge fund defaulted on margin calls made last week\" made by CS and a number of other banks, the company said.</p><p>BofA Securities analyst Alastair Ryan downgraded CS to Neutral and reduced his 2021 forecast for the bank and price target due to the losses on the liquidation. \"We believe its capital cushion has likely been reduced to the point where its buyback is directly affected,\" Ryan wrote in a note to clients. (Updated at 7:45 AM ET.)</p><p>Nomura also said it mayincur a significant lossarising from transactions with a U.S. client; it's still calculating its possible loss from the event andestimates the claimagainst the client at ~$2B.</p><p>Morgan Stanley (MS), Goldman Sachs (GS), and Deutsche Bank (DB) are also reported to have been involved. MS and GS didn't immediately respond to request for comment.</p><p>Also see,ViacomCBS block of 45M shares was being offered by Morgan Stanley on Sunday</p><p>Earlier,Morgan Stanley had 'disturbing' widening in credit default swaps late last week, expert says.</p>","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>Bank stocks drop after Archegos Capital collapses</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\">\nBank stocks drop after Archegos Capital collapses\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-29 21:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3677088-bank-stocks-drop-after-archegos-capital-collapses><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Some of the biggest global banks drop in market trading after Archegos Capital, the family office run by Bill Hwang,wasforced to liquidate, putting the banks in danger of losing billions of dollars....</p>\n\n<a href=\"https://seekingalpha.com/news/3677088-bank-stocks-drop-after-archegos-capital-collapses\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/69af882c29a3ff047224139fe1096d17","relate_stocks":{"MS":"摩根士丹利","GS":"高盛","DB":"德意志银行","NMR":"野村控股"},"source_url":"https://seekingalpha.com/news/3677088-bank-stocks-drop-after-archegos-capital-collapses","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1180199356","content_text":"Some of the biggest global banks drop in market trading after Archegos Capital, the family office run by Bill Hwang,wasforced to liquidate, putting the banks in danger of losing billions of dollars.Credit Suisse sinks 13%, Nomura slides 13%, Goldman Sachs drops 1%, and Morgan Stanley falls 2.78%, Deutsche Bank dips 2.96%.While it didn't name the client, Credit Suisse warnedinvestors of  a \"significant loss\" because it was forced to exit positions after \"a significant U.S.-based hedge fund defaulted on margin calls made last week\" made by CS and a number of other banks, the company said.BofA Securities analyst Alastair Ryan downgraded CS to Neutral and reduced his 2021 forecast for the bank and price target due to the losses on the liquidation. \"We believe its capital cushion has likely been reduced to the point where its buyback is directly affected,\" Ryan wrote in a note to clients. (Updated at 7:45 AM ET.)Nomura also said it mayincur a significant lossarising from transactions with a U.S. client; it's still calculating its possible loss from the event andestimates the claimagainst the client at ~$2B.Morgan Stanley (MS), Goldman Sachs (GS), and Deutsche Bank (DB) are also reported to have been involved. MS and GS didn't immediately respond to request for comment.Also see,ViacomCBS block of 45M shares was being offered by Morgan Stanley on SundayEarlier,Morgan Stanley had 'disturbing' widening in credit default swaps late last week, expert says.","news_type":1},"isVote":1,"tweetType":1,"viewCount":168,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":359518969,"gmtCreate":1616412113751,"gmtModify":1704793684049,"author":{"id":"3574731047424094","authorId":"3574731047424094","name":"Rachis","avatar":"https://static.tigerbbs.com/ae27d72e6d81357c96a7b54460d121e6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574731047424094","authorIdStr":"3574731047424094"},"themes":[],"htmlText":"buy and hold","listText":"buy and hold","text":"buy and hold","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/359518969","repostId":"1135150260","repostType":4,"repost":{"id":"1135150260","kind":"news","pubTimestamp":1616399157,"share":"https://ttm.financial/m/news/1135150260?lang=&edition=fundamental","pubTime":"2021-03-22 15:45","market":"us","language":"en","title":"ARKF: More Upside Possible With Increasing Blockchain Usage","url":"https://stock-news.laohu8.com/highlight/detail?id=1135150260","media":"seekingalpha","summary":"Summary\n\nARKF has exposure to blockchain and its applications through large established companies.\nI","content":"<p><b>Summary</b></p>\n<ul>\n <li>ARKF has exposure to blockchain and its applications through large established companies.</li>\n <li>In addition, there are also IT plays providing services in banking, real estate and interactive media, all pioneers in their respective fields.</li>\n <li>Now, with most holdings being growth-oriented, the ETF has suffered from a downside starting in February, due to more investors opting for cyclicals, in line with the re-opening of the broader economy.</li>\n <li>Still, the financial technology (FinTech) space is rather unique in its ability to produce high-growth and profitable companies, thus generating high levels of cash.</li>\n <li>ARKF's share price action should continue to show volatility, but progress to the $60 level with more blockchain adoption.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dd11a0c8e5a8fdc95ef1ff2e7d367a10\" tg-width=\"768\" tg-height=\"512\"><span>Photo by alexsl/iStock via Getty Images</span></p>\n<p>After having trended together for the most part of the year, the ARK Fintech Innovation ETF's (ARKF) share price performance has been dwarfed by bitcoin's relentless upside at 1000%.</p>\n<p>When explaining the reasons for this difference in performance, some tend to mix up blockchain and bitcoin, resulting in inconsistent explanations.</p>\n<p><b>Figure 1: Difference between ARKQ's and bitcoin's performance.</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f46334ebaf8bfa6d1a2a2148d3c3e52a\" tg-width=\"635\" tg-height=\"419\"><span>Data by YCharts</span></p>\n<p>Thus, a rational analysis is needed, especially since we are talking about Cathie Wood's fund, sometimes synonymous with hype.</p>\n<p>I start by peeling off ARKF, with the intent of providing investors with insights as to the holdings.</p>\n<p><b>The holdings</b></p>\n<p>First, for the sake of precision, blockchain is a software program and one of its applications enables the creation of bitcoin. By being exposed to both, ARKF's holdings provide tremendous opportunities to benefit from disruption in digital payment and value appreciation of the digital asset class.</p>\n<p>Going into details, there is Square(NYSE:SQ)which owns 8,027 bitcoins in total as part of its balance sheet, amassed through three successive buy transactions. The first one of these was in October when the cryptocurrency was valued at about $12K each, compared to $57K today, up by&nbsp;375%. In addition, Square is exhibiting one of Cathie's favorite criteria: sustained ultra-high growth. The company is growing revenues at 140%, up from 40%, just three quarters before.</p>\n<p><b>Figure 2: Square's top six holdings.</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5124ae65d724c8982e3e08f2144a16fc\" tg-width=\"640\" tg-height=\"105\"><span>Source: ark-funds.com</span></p>\n<p>Keeping bitcoins as a means to shore up the balance sheet is just one side of the story as there is much more when taking into consideration that, permitting for faster transactions and cheaper costs, blockchain has now become the bedrock of FinTechs, like PayPal Holdings (PYPL).</p>\n<p>The latter symbolizes the transition from the days when financial technology companies using blockchain had mostly startup status, to subsequently becoming mainstream. PayPal not only offers the ability to trade cryptos and own digital wallets through its platform since October 2020, but it also has a well-thought strategy to revolutionize the way digital payments are done.</p>\n<p>In this respect, its latest move to acquire Curv, a provider of cloud-based infrastructure for digital asset security, shows the company's intent in providing compliant services. Now, compliance has been the Achilles' heel (weak spot) of the crypto space with some accusing the currency of being used for money laundering. Also,news&nbsp;about proposals to ban bitcoin in some countries have surfaced.</p>\n<p>However, to counteract pessimism, having the giant $275 billion FinTech to invest in blockchain and increase cryptocurrency's utility by making it available as a funding source for purchases at all of its 26 million merchants worldwide is a giant step in wider adoption and instilling confidence in the minds of doubters.</p>\n<p>Looking deeper, PayPal has become the&nbsp;first&nbsp;company to get a conditional BitLicense from the New York State Department of Financial Services in October and it should lead by example in showing that compliance with strict regulations can be achieved for the crypto space.</p>\n<p>Also, as a side note, the IRS has already taken an increasing interest in the cryptocurrency and issued guidelines for taxpayers since 2019.</p>\n<p>I now turn to ARKQ's other holdings.</p>\n<p><b>Crypto banking</b></p>\n<p>Bitcoin's sustained growth and adoption among large corporations would seem to support the idea that cryptocurrencies now offer a viable economic alternative, far from the last decade's craze for \"virtual currencies.\" Getting on board the most skeptical, who previously considered that its anonymity constituted a major factor facilitating usage as a currency for criminal transactions, has been made possible through the creation of crypto banks.</p>\n<p>One of these is Silvergate Capital (SI) which currently has about $5 billion in crypto-backed deposits. But the bank's biggest selling point for customers is its Silvergate Exchange Network, which lets clients transfer dollars to digital currency exchanges at any time. The cryptobank has overcome obstacles of traditional banking, limited by weekday working hours by enabling seamless transactions on a 24/7 basis, with transfers being instantaneous immediately after opening of a deposit account.</p>\n<p>The bank is up by 1900% during the last year, beating bitcoin's own performance in a demonstration that investors attach more importance to value-added services than the value of the digital asset itself.</p>\n<p>ARKF also holds Chinese Tencent Holdings (OTCPK:TCEHY), the creator of WeChat Pay, a payment service for mobile transactions. The company is continuing to invest heavily in blockchain, cloud computing, AI and cybersecurity, amid more regulations by the Chinese authorities, in their attempt to curb on excesses.</p>\n<p><b>Figure 3: Key metrics of ARK's first six holdings.</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/89e0446ae414070ceb93fb880d93f33a\" tg-width=\"640\" tg-height=\"272\"><span>Source: Seeking Alpha</span></p>\n<p>Pursuing further, Zillow Group (Z) operates real estate and home-related information marketplaces on mobile and the Web, focusing on various stages of the home lifecycle, including renting, buying, selling, and financing. The company is synonymous with diversification, but there are others too.</p>\n<p>Diversified holdings</p>\n<p>As part of her diversification strategy, Cathie has aligned a large number of innovative plays who have brought disruption to their respective field of activities. These companies like Shopify (SHOP) and Twilio (TWLO) operating in the Internet Services and Infrastructure industry have been growing at CAGR rates exceeding&nbsp;60%&nbsp;for the last five years.</p>\n<p>However, they have high Price to Cash flow metrics and low profitability margins resulting in the one-month stock performance being depressed. It's all due to what some analysts have termed as \"the rotation from growth into value stocks,\" where investors tend to choose more profitable stocks with higher level of cash flows and lower P/E ratios.</p>\n<p><b>Figure 4: ARKF's subsequent holdings.</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0eaf6b5187096392242d489e76a61932\" tg-width=\"592\" tg-height=\"324\"><span>Source: Seeking Alpha</span></p>\n<p>However, in addition to Apple(NASDAQ:AAPL), there are other stocks with more balanced growth vs. profitability metrics, also exhibiting higher cash flows relative to share price, such as Adyen N.V (OTCPK:ADYEY), the data processing and outsourcing play. These are just two names in ARKF's&nbsp;46&nbsp;holdings, as of March 19.</p>\n<p>Valuations and key takeaways</p>\n<p>While the outbreak of the pandemic caused investment budgets to be slashed in most industries due to uncertainty, this was not the case for the FinTech sector. However, with the re-opening of the economy mostly as a result of vaccinations, investors are likely to invest more into cyclicals, consumer discretionary and transportation stocks.</p>\n<p>However, the confidence in financial technology should remain at an elevated level.</p>\n<p>The reason is the accelerated pace of digitization which is continuing in every aspect of our personal and business lives as we get sucked up into secular trends constituted by eCommerce, mobile payment, remote working and online entertainment. Consequently, FinTechs that cater for this new paradigm should continue to see immense growth. As for the losers, the actively managed ARKF with an expense ratio of 0.79%, promptly takes measures either to disinvest or reduce exposure to the stock.</p>\n<p>Looking across the FinTech ETF space, there are other funds charging more or less the same fees, but ARKF's average daily traded volumes and performance metrics are strong positives.</p>\n<p><b>Figure 5: Comparing key metrics with peers.</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d480b74c4e6c3584cdac192ed8252dea\" tg-width=\"448\" tg-height=\"272\"><span>Source: Seeking Alpha and wsj.com</span></p>\n<p>Furthermore, at an average P/E ratio of 49-52, ARKF's valuation does not appear on the high side, especially considering the superior growth opportunity it offers. Looking at holdings, while Square and PayPal each have high trailing P/E Non-GAAP of 118 and 62 respectively, Apple's 32.5 and Intercontinental Exchange's (ICE) 24.66 are at the lower end.</p>\n<p>Therefore, valuations vary widely across ARKF's portfolio, but its average P/E ratio together with peers are much higher than for the S&amp;P 500 at 14.85.</p>\n<p>Therefore, for those who strictly adhere to the value principle, ARKF is richly valued. However, for growth-focused investors, it remains a fact that the more specialized FinTech sector offers better growth and even margin expansion opportunity as the holdings get more matured.</p>\n<p>In this respect, the pace of investment in the industry should continue, aided by the need for technology-based solutions by banks, digital payment companies and cryptocurrency exchanges. There is a perpetual need for APIs (Application Program Interfaces) interacting with cloud-based infrastructures in the financial services industry to make access to services faster.</p>\n<p>Furthermore, the fact that these companies make use of software in their core business processes makes them more agile at delivering low-cost personalized products using emerging technologies. Also, increasing the dose of blockchain as part of their solutions will lead to lower costs, more rapid customer adoption and higher profitability.</p>\n<p>In this context, companies like PayPal, Tencent and ICE show that the FinTech ecosystem is somewhat unique, where in addition to out-sized growth rates, companies can still be profitable with significant free cash flows. Also, as per my calculation, the average Debt to Equity ratio for the first twelve stocks is only 65.</p>\n<p>Now, the&nbsp;global FinTech market&nbsp;is anticipated to grow at a CAGR of around 20% from 2020 to 2025. Accordingly, based on the current stock price of $50-52 with the market growing at 20%, ARKF could see an upside to the $60-62 levels by the end of this year. This is an estimate but is realistically possible as ARKF has more strength than others within ARK's family. For this matter, amid the recent downside, it fell by only 14%, compared to 17-20% for others.</p>\n<p>Moreover, in addition to mobile banking and digital payments, FinTechs offer loan services to individuals and businesses, and these should see high volumes during the re-opening of the services sector.</p>\n<p>Hence, for those who are interested to form part of ARK's growth story, price momentum indicators point to a fall to the $50 level, induced by rotation-led volatility. This should constitute a buying opportunity.</p>","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>ARKF: More Upside Possible With Increasing Blockchain Usage</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\">\nARKF: More Upside Possible With Increasing Blockchain Usage\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-22 15:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4415308-arkf-upside-possible-increasing-blockchain-usage><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nARKF has exposure to blockchain and its applications through large established companies.\nIn addition, there are also IT plays providing services in banking, real estate and interactive media...</p>\n\n<a href=\"https://seekingalpha.com/article/4415308-arkf-upside-possible-increasing-blockchain-usage\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","PYPL":"PayPal","ARKF":"ARK Fintech Innovation ETF","SQ":"Block"},"source_url":"https://seekingalpha.com/article/4415308-arkf-upside-possible-increasing-blockchain-usage","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1135150260","content_text":"Summary\n\nARKF has exposure to blockchain and its applications through large established companies.\nIn addition, there are also IT plays providing services in banking, real estate and interactive media, all pioneers in their respective fields.\nNow, with most holdings being growth-oriented, the ETF has suffered from a downside starting in February, due to more investors opting for cyclicals, in line with the re-opening of the broader economy.\nStill, the financial technology (FinTech) space is rather unique in its ability to produce high-growth and profitable companies, thus generating high levels of cash.\nARKF's share price action should continue to show volatility, but progress to the $60 level with more blockchain adoption.\n\nPhoto by alexsl/iStock via Getty Images\nAfter having trended together for the most part of the year, the ARK Fintech Innovation ETF's (ARKF) share price performance has been dwarfed by bitcoin's relentless upside at 1000%.\nWhen explaining the reasons for this difference in performance, some tend to mix up blockchain and bitcoin, resulting in inconsistent explanations.\nFigure 1: Difference between ARKQ's and bitcoin's performance.\nData by YCharts\nThus, a rational analysis is needed, especially since we are talking about Cathie Wood's fund, sometimes synonymous with hype.\nI start by peeling off ARKF, with the intent of providing investors with insights as to the holdings.\nThe holdings\nFirst, for the sake of precision, blockchain is a software program and one of its applications enables the creation of bitcoin. By being exposed to both, ARKF's holdings provide tremendous opportunities to benefit from disruption in digital payment and value appreciation of the digital asset class.\nGoing into details, there is Square(NYSE:SQ)which owns 8,027 bitcoins in total as part of its balance sheet, amassed through three successive buy transactions. The first one of these was in October when the cryptocurrency was valued at about $12K each, compared to $57K today, up by 375%. In addition, Square is exhibiting one of Cathie's favorite criteria: sustained ultra-high growth. The company is growing revenues at 140%, up from 40%, just three quarters before.\nFigure 2: Square's top six holdings.\nSource: ark-funds.com\nKeeping bitcoins as a means to shore up the balance sheet is just one side of the story as there is much more when taking into consideration that, permitting for faster transactions and cheaper costs, blockchain has now become the bedrock of FinTechs, like PayPal Holdings (PYPL).\nThe latter symbolizes the transition from the days when financial technology companies using blockchain had mostly startup status, to subsequently becoming mainstream. PayPal not only offers the ability to trade cryptos and own digital wallets through its platform since October 2020, but it also has a well-thought strategy to revolutionize the way digital payments are done.\nIn this respect, its latest move to acquire Curv, a provider of cloud-based infrastructure for digital asset security, shows the company's intent in providing compliant services. Now, compliance has been the Achilles' heel (weak spot) of the crypto space with some accusing the currency of being used for money laundering. Also,news about proposals to ban bitcoin in some countries have surfaced.\nHowever, to counteract pessimism, having the giant $275 billion FinTech to invest in blockchain and increase cryptocurrency's utility by making it available as a funding source for purchases at all of its 26 million merchants worldwide is a giant step in wider adoption and instilling confidence in the minds of doubters.\nLooking deeper, PayPal has become the first company to get a conditional BitLicense from the New York State Department of Financial Services in October and it should lead by example in showing that compliance with strict regulations can be achieved for the crypto space.\nAlso, as a side note, the IRS has already taken an increasing interest in the cryptocurrency and issued guidelines for taxpayers since 2019.\nI now turn to ARKQ's other holdings.\nCrypto banking\nBitcoin's sustained growth and adoption among large corporations would seem to support the idea that cryptocurrencies now offer a viable economic alternative, far from the last decade's craze for \"virtual currencies.\" Getting on board the most skeptical, who previously considered that its anonymity constituted a major factor facilitating usage as a currency for criminal transactions, has been made possible through the creation of crypto banks.\nOne of these is Silvergate Capital (SI) which currently has about $5 billion in crypto-backed deposits. But the bank's biggest selling point for customers is its Silvergate Exchange Network, which lets clients transfer dollars to digital currency exchanges at any time. The cryptobank has overcome obstacles of traditional banking, limited by weekday working hours by enabling seamless transactions on a 24/7 basis, with transfers being instantaneous immediately after opening of a deposit account.\nThe bank is up by 1900% during the last year, beating bitcoin's own performance in a demonstration that investors attach more importance to value-added services than the value of the digital asset itself.\nARKF also holds Chinese Tencent Holdings (OTCPK:TCEHY), the creator of WeChat Pay, a payment service for mobile transactions. The company is continuing to invest heavily in blockchain, cloud computing, AI and cybersecurity, amid more regulations by the Chinese authorities, in their attempt to curb on excesses.\nFigure 3: Key metrics of ARK's first six holdings.\nSource: Seeking Alpha\nPursuing further, Zillow Group (Z) operates real estate and home-related information marketplaces on mobile and the Web, focusing on various stages of the home lifecycle, including renting, buying, selling, and financing. The company is synonymous with diversification, but there are others too.\nDiversified holdings\nAs part of her diversification strategy, Cathie has aligned a large number of innovative plays who have brought disruption to their respective field of activities. These companies like Shopify (SHOP) and Twilio (TWLO) operating in the Internet Services and Infrastructure industry have been growing at CAGR rates exceeding 60% for the last five years.\nHowever, they have high Price to Cash flow metrics and low profitability margins resulting in the one-month stock performance being depressed. It's all due to what some analysts have termed as \"the rotation from growth into value stocks,\" where investors tend to choose more profitable stocks with higher level of cash flows and lower P/E ratios.\nFigure 4: ARKF's subsequent holdings.\nSource: Seeking Alpha\nHowever, in addition to Apple(NASDAQ:AAPL), there are other stocks with more balanced growth vs. profitability metrics, also exhibiting higher cash flows relative to share price, such as Adyen N.V (OTCPK:ADYEY), the data processing and outsourcing play. These are just two names in ARKF's 46 holdings, as of March 19.\nValuations and key takeaways\nWhile the outbreak of the pandemic caused investment budgets to be slashed in most industries due to uncertainty, this was not the case for the FinTech sector. However, with the re-opening of the economy mostly as a result of vaccinations, investors are likely to invest more into cyclicals, consumer discretionary and transportation stocks.\nHowever, the confidence in financial technology should remain at an elevated level.\nThe reason is the accelerated pace of digitization which is continuing in every aspect of our personal and business lives as we get sucked up into secular trends constituted by eCommerce, mobile payment, remote working and online entertainment. Consequently, FinTechs that cater for this new paradigm should continue to see immense growth. As for the losers, the actively managed ARKF with an expense ratio of 0.79%, promptly takes measures either to disinvest or reduce exposure to the stock.\nLooking across the FinTech ETF space, there are other funds charging more or less the same fees, but ARKF's average daily traded volumes and performance metrics are strong positives.\nFigure 5: Comparing key metrics with peers.\nSource: Seeking Alpha and wsj.com\nFurthermore, at an average P/E ratio of 49-52, ARKF's valuation does not appear on the high side, especially considering the superior growth opportunity it offers. Looking at holdings, while Square and PayPal each have high trailing P/E Non-GAAP of 118 and 62 respectively, Apple's 32.5 and Intercontinental Exchange's (ICE) 24.66 are at the lower end.\nTherefore, valuations vary widely across ARKF's portfolio, but its average P/E ratio together with peers are much higher than for the S&P 500 at 14.85.\nTherefore, for those who strictly adhere to the value principle, ARKF is richly valued. However, for growth-focused investors, it remains a fact that the more specialized FinTech sector offers better growth and even margin expansion opportunity as the holdings get more matured.\nIn this respect, the pace of investment in the industry should continue, aided by the need for technology-based solutions by banks, digital payment companies and cryptocurrency exchanges. There is a perpetual need for APIs (Application Program Interfaces) interacting with cloud-based infrastructures in the financial services industry to make access to services faster.\nFurthermore, the fact that these companies make use of software in their core business processes makes them more agile at delivering low-cost personalized products using emerging technologies. Also, increasing the dose of blockchain as part of their solutions will lead to lower costs, more rapid customer adoption and higher profitability.\nIn this context, companies like PayPal, Tencent and ICE show that the FinTech ecosystem is somewhat unique, where in addition to out-sized growth rates, companies can still be profitable with significant free cash flows. Also, as per my calculation, the average Debt to Equity ratio for the first twelve stocks is only 65.\nNow, the global FinTech market is anticipated to grow at a CAGR of around 20% from 2020 to 2025. Accordingly, based on the current stock price of $50-52 with the market growing at 20%, ARKF could see an upside to the $60-62 levels by the end of this year. This is an estimate but is realistically possible as ARKF has more strength than others within ARK's family. For this matter, amid the recent downside, it fell by only 14%, compared to 17-20% for others.\nMoreover, in addition to mobile banking and digital payments, FinTechs offer loan services to individuals and businesses, and these should see high volumes during the re-opening of the services sector.\nHence, for those who are interested to form part of ARK's growth story, price momentum indicators point to a fall to the $50 level, induced by rotation-led volatility. This should constitute a buying opportunity.","news_type":1},"isVote":1,"tweetType":1,"viewCount":181,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":323551232,"gmtCreate":1615359476526,"gmtModify":1704781628495,"author":{"id":"3574731047424094","authorId":"3574731047424094","name":"Rachis","avatar":"https://static.tigerbbs.com/ae27d72e6d81357c96a7b54460d121e6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574731047424094","authorIdStr":"3574731047424094"},"themes":[],"htmlText":"? up up up and away","listText":"? up up up and away","text":"? up up up and away","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/323551232","repostId":"1195513345","repostType":4,"repost":{"id":"1195513345","kind":"news","pubTimestamp":1615356015,"share":"https://ttm.financial/m/news/1195513345?lang=&edition=fundamental","pubTime":"2021-03-10 14:00","market":"us","language":"en","title":"Why Cathie Wood's 3 Stock Favorites Got a Big Boost From the Market Tuesday","url":"https://stock-news.laohu8.com/highlight/detail?id=1195513345","media":"Motley Fool","summary":"The active ETF manager got a big break from Wall Street.\n\nThe stock market soared on Tuesday, making","content":"<blockquote>\n <b>The active ETF manager got a big break from Wall Street.</b>\n</blockquote>\n<p>The stock market soared on Tuesday, making back lost ground from what's been a tough couple of weeks for many investors, especially those focusing on the high-growth stocks in the<b>Nasdaq Composite</b>(NASDAQINDEX:^IXIC). The Nasdaq managed to outpace both the<b>S&amp;P 500</b>(SNPINDEX:^GSPC)and the<b>Dow Jones Industrial Average</b>(DJINDICES:^DJI), but all three finished higher, and the Dow set a new intraday record high before falling back from its best levels of the session.</p>\n<p><img src=\"https://static.tigerbbs.com/8c4f90c680b37bfb6ab2d8ce9d154a1b\" tg-width=\"803\" tg-height=\"249\">One of the investors who's gotten hit hardest by the fallingNasdaqis Cathie Wood, the founder and chief investment officer of popular fund company ARK Invest. Wood's stock picks had been red-hot until the recent market correction. Today, though, her three favorite stocks were back in favor and saw huge gains.</p>\n<p><b>Squaring up</b></p>\n<p><b>Square</b>(NYSE:SQ)is Wood's largest holding in her<b>ARK Fintech Innovation ETF</b>(NYSEMKT:ARKF). Square had been down more than 25% from its recent highs just last month, but the stock picked up ground with an 12% rise on Tuesday.</p>\n<p>The case for Square's core electronic payments network is sound and easy to understand. The company has worked hard to bring key financial services to businesses of all sizes. Wood also likes how Square has embraced cryptocurrencies rather than shying away from their potential application as disruptors to traditional payment systems.</p>\n<p>Strategic moves likeSquare's recent purchase of Tidal, however, take a little more explanation. Square CEO Jack Dorsey believes there's growth potential in creating an ecosystem that resonates with the artist community. It's unclear how that'll play out, but it shows the company's willingness to take risks in surprising directions.</p>\n<p><b>Looking healthier</b></p>\n<p>Meanwhile, in the<b>ARK Genomic Revolution ETF</b>(NYSEMKT:ARKG), you'll find<b>Teladoc Health</b>(NYSE:TDOC)as the biggest holding. Teladoc had taken an even bigger hit, falling about 40% from its highs last month. But Tuesday brought relief in the form of a 9% gain to make back some of those losses.</p>\n<p>Investors have been increasingly wary about stocks that benefited from the stay-at-home mandates of the COVID-19 pandemic. Teladoc went from being a convenience to a necessity during the pandemic, and patients got their first look at what remote medicine might actually look like. Some fear that when the coronavirus crisis is under control, people will simply go back to the old way of doing things andhurt Teladoc's growth.</p>\n<p>That's certainly possible, but the counterargument is that having seen how good remote health services can be, patients might choose to keep using them even when they don't absolutely have to. That makes a share price that's well off its highs look much more attractive, offering a margin of safety for the bull case for Teladoc.</p>\n<p><b>Revving its engines</b></p>\n<p>Finally,&nbsp;<b>Tesla</b>(NASDAQ:TSLA)&nbsp;is by far Wood's favorite stock, as it's the top holding in three different ARK Invest funds.<b>ARK Next Generation Internet ETF</b>(NYSEMKT:ARKW),<b>ARK Autonomous Technology &amp; Robotics ETF</b>(NYSEMKT:ARKQ), and the landmark<b>ARK Innovation ETF</b>(NYSEMKT:ARKK)all have Tesla prominently featured, with as much as 10% of fund assets in the electric automaker's stock. Tesla shares had been down roughly 35% at their worst levels, but a nearly 20% rise on Tuesday added a full $110 back to the stock price.</p>\n<p>One source of optimism about Teslacame from Wall Street analysts. Wedbush issued a new price target of $950 per share, which represented a nearly 70% rise from Monday's closing price of $563. Analyst company New Street upgraded the stock to buy from neutral, setting a $900 price target. Both see good things for the automaker in the next few years, including higher deliveries and opportunities in big markets like China.</p>\n<p>Tesla promises to remain volatile for the foreseeable future. Yet Wood sees Tesla at the forefront of key technological advances in autonomous driving and energy storage, and that could keep interest in the automaker's stock high for a long time.</p>\n<p><b>Getting back on track</b></p>\n<p>Obviously, one day doesn't say anything about the long-term direction of any investment, and today's gains didn't claw back all the losses that these three stocks have suffered in recent weeks. Nevertheless, Tuesday's bounce does show that investors still have confidence in the companies that made it into Wood's portfolio, and many fully expect further increases in share prices for Square, Teladoc, and Tesla far into the 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>Why Cathie Wood's 3 Stock Favorites Got a Big Boost From the Market Tuesday</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 Cathie Wood's 3 Stock Favorites Got a Big Boost From the Market Tuesday\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-10 14:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/03/09/why-cathie-woods-3-stock-favorites-got-a-big-boost/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The active ETF manager got a big break from Wall Street.\n\nThe stock market soared on Tuesday, making back lost ground from what's been a tough couple of weeks for many investors, especially those ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/03/09/why-cathie-woods-3-stock-favorites-got-a-big-boost/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","ARKK":"ARK Innovation ETF","SQ":"Block","ARKQ":"ARK Autonomous Technology & Robotics ETF","ARKF":"ARK Fintech Innovation ETF","ARKW":"ARK Next Generation Internation ETF","TDOC":"Teladoc Health Inc.","ARKG":"ARK Genomic Revolution ETF"},"source_url":"https://www.fool.com/investing/2021/03/09/why-cathie-woods-3-stock-favorites-got-a-big-boost/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195513345","content_text":"The active ETF manager got a big break from Wall Street.\n\nThe stock market soared on Tuesday, making back lost ground from what's been a tough couple of weeks for many investors, especially those focusing on the high-growth stocks in theNasdaq Composite(NASDAQINDEX:^IXIC). The Nasdaq managed to outpace both theS&P 500(SNPINDEX:^GSPC)and theDow Jones Industrial Average(DJINDICES:^DJI), but all three finished higher, and the Dow set a new intraday record high before falling back from its best levels of the session.\nOne of the investors who's gotten hit hardest by the fallingNasdaqis Cathie Wood, the founder and chief investment officer of popular fund company ARK Invest. Wood's stock picks had been red-hot until the recent market correction. Today, though, her three favorite stocks were back in favor and saw huge gains.\nSquaring up\nSquare(NYSE:SQ)is Wood's largest holding in herARK Fintech Innovation ETF(NYSEMKT:ARKF). Square had been down more than 25% from its recent highs just last month, but the stock picked up ground with an 12% rise on Tuesday.\nThe case for Square's core electronic payments network is sound and easy to understand. The company has worked hard to bring key financial services to businesses of all sizes. Wood also likes how Square has embraced cryptocurrencies rather than shying away from their potential application as disruptors to traditional payment systems.\nStrategic moves likeSquare's recent purchase of Tidal, however, take a little more explanation. Square CEO Jack Dorsey believes there's growth potential in creating an ecosystem that resonates with the artist community. It's unclear how that'll play out, but it shows the company's willingness to take risks in surprising directions.\nLooking healthier\nMeanwhile, in theARK Genomic Revolution ETF(NYSEMKT:ARKG), you'll findTeladoc Health(NYSE:TDOC)as the biggest holding. Teladoc had taken an even bigger hit, falling about 40% from its highs last month. But Tuesday brought relief in the form of a 9% gain to make back some of those losses.\nInvestors have been increasingly wary about stocks that benefited from the stay-at-home mandates of the COVID-19 pandemic. Teladoc went from being a convenience to a necessity during the pandemic, and patients got their first look at what remote medicine might actually look like. Some fear that when the coronavirus crisis is under control, people will simply go back to the old way of doing things andhurt Teladoc's growth.\nThat's certainly possible, but the counterargument is that having seen how good remote health services can be, patients might choose to keep using them even when they don't absolutely have to. That makes a share price that's well off its highs look much more attractive, offering a margin of safety for the bull case for Teladoc.\nRevving its engines\nFinally, Tesla(NASDAQ:TSLA) is by far Wood's favorite stock, as it's the top holding in three different ARK Invest funds.ARK Next Generation Internet ETF(NYSEMKT:ARKW),ARK Autonomous Technology & Robotics ETF(NYSEMKT:ARKQ), and the landmarkARK Innovation ETF(NYSEMKT:ARKK)all have Tesla prominently featured, with as much as 10% of fund assets in the electric automaker's stock. Tesla shares had been down roughly 35% at their worst levels, but a nearly 20% rise on Tuesday added a full $110 back to the stock price.\nOne source of optimism about Teslacame from Wall Street analysts. Wedbush issued a new price target of $950 per share, which represented a nearly 70% rise from Monday's closing price of $563. Analyst company New Street upgraded the stock to buy from neutral, setting a $900 price target. Both see good things for the automaker in the next few years, including higher deliveries and opportunities in big markets like China.\nTesla promises to remain volatile for the foreseeable future. Yet Wood sees Tesla at the forefront of key technological advances in autonomous driving and energy storage, and that could keep interest in the automaker's stock high for a long time.\nGetting back on track\nObviously, one day doesn't say anything about the long-term direction of any investment, and today's gains didn't claw back all the losses that these three stocks have suffered in recent weeks. Nevertheless, Tuesday's bounce does show that investors still have confidence in the companies that made it into Wood's portfolio, and many fully expect further increases in share prices for Square, Teladoc, and Tesla far into the future.","news_type":1},"isVote":1,"tweetType":1,"viewCount":81,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":323018864,"gmtCreate":1615288240158,"gmtModify":1704780634291,"author":{"id":"3574731047424094","authorId":"3574731047424094","name":"Rachis","avatar":"https://static.tigerbbs.com/ae27d72e6d81357c96a7b54460d121e6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574731047424094","authorIdStr":"3574731047424094"},"themes":[],"htmlText":"?hmmm...","listText":"?hmmm...","text":"?hmmm...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/323018864","repostId":"1157770693","repostType":4,"repost":{"id":"1157770693","kind":"news","pubTimestamp":1615279839,"share":"https://ttm.financial/m/news/1157770693?lang=&edition=fundamental","pubTime":"2021-03-09 16:50","market":"us","language":"en","title":"Stagflation Subterfuge: The Real Disaster Hidden By The Pandemic","url":"https://stock-news.laohu8.com/highlight/detail?id=1157770693","media":"zerohedge","summary":"In recent economic news, headlines are being dominated by concerns overrising bond yields. Increased","content":"<p>In recent economic news, headlines are being dominated by concerns overrising bond yields. Increased bond yields are a sign of a possible spike in inflation and, logically, they call for the Federal Reserve to raise interest rates in order to prevent that inflation.</p>\n<p>Higher bond yields also mean there is a competitive alternative to stocks for investors – both factors that could trigger a plunge in the stock market.</p>\n<p>If one studies the&nbsp;<i>real</i>&nbsp;history behind the stock market crash during the Great Depression, they will find that it was the&nbsp;Federal Reserve’s interest rate hikes&nbsp;that caused and prolonged the disaster after they had created an environment of cheap and easy money throughout the 1920s. Former Chairman Ben Bernanke openly admitted the Fed was responsible back in 2002 in a&nbsp;speech honoring Milton Friedman. He stated:</p>\n<blockquote>\n <b>“In short, according to Friedman and Schwartz, because of institutional changes and misguided doctrines, the banking panics of the Great Contraction were much more severe and widespread than would have normally occurred during a downturn. Let me end my talk by abusing slightly my status as an official representative of the Federal Reserve. I would like to say to Milton and Anna: Regarding the Great Depression. You’re right, we did it. We’re very sorry. But thanks to you, we won’t do it again.”</b>\n</blockquote>\n<p>This then raises the question – inflation or deflation? Will the Fed “do it again?”</p>\n<p>Probably not in exactly the same way, but we will see elements of both inflation and deflation soon in the form of&nbsp;stagflation.</p>\n<p>It’s a Catch-22 that the central bank has created, and many (including myself) believe that the Fed has created the conundrum deliberately. All central banks are tied together by the Bank for International Settlements (BIS) and the BIS is a globalist institution through and through. The globalist agenda seeks to trigger what they call the “Great Reset,” a&nbsp;complete reformation of the global economy and capitalism&nbsp;into a single one world socialist system… managed by the globalists themselves, of course.</p>\n<p>In my view the Fed has always been a kind of institutional suicide bomber; its job is to self-destruct at the right moment and take the U.S. economy down with it, all in the name of spreading its cult-like globalist ideology.</p>\n<p>The only unknown at this point is how they will go about their sabotage. Will the central bank continue to allow&nbsp;inflation to explode&nbsp;the cost of living in the U.S., or will they intervene with&nbsp;higher interest rates&nbsp;and allow stock markets to crash?</p>\n<p>Either way, we face a serious economic crisis in the near future.</p>\n<p><u><b>Increasing Inflation Means Economic Recovery?</b></u></p>\n<p>Mainstream economists will often argue that rising yields and inflation are a “good thing.” They claim this is a sign of rapid economic recovery. I disagree.</p>\n<p>If “inflation” was the same as “recovery,” then there would not have been total economic collapses in Argentina in 2002, in Yugoslavia in 1994, or in&nbsp;Weimar Germany in the early 1920s.</p>\n<p>I do not see recovery. What I see is the rapid devaluation of the dollar’s buying power due to massive fiat printing through stimulus measures. The Fed and the U.S. government are buying a short-term surge in economic activity, but at a hidden cost. This is a condition that the Dollar Index does not even begin to address, but&nbsp;obvious&nbsp;in prices of necessary goods and commodities.</p>\n<p>Keep in mind that all of this is being done in the name of responding to the pandemic. The pandemic is the ultimate excuse for the active destruction of the U.S. economy. Stimulus measures have devolved into helicopter money being thrown about haphazardly as billions are siphoned primarily by major corporations and through fraud. People who are clamoring for a $2,000 relief check from the government have no idea that corporate welfare has been ongoing for the past year along with billions in retroactive tax refunds. All of that money printing is going to cause damage somewhere. It cannot be avoided.</p>\n<p><u><b>It’s Not About The Pandemic</b></u></p>\n<p>Let’s make something clear first: The pandemic is NOT the reason for the stimulus flood. The pandemic did very little to hurt actual business in the U.S. Rather, it was the&nbsp;<b>lockdowns</b>&nbsp;that did most of the damage.</p>\n<p>Think about that for a moment – federal and state governments crushed the economy through lockdowns, then offered the solution of vast stimulus measures. This in turn is destroying financial stability and generating rapid price inflation.</p>\n<p>Conservative states and counties that refused to shut down are&nbsp;recovering at a much faster pace&nbsp;than leftist states which imposed draconian restrictions on citizens. Yet, the lockdowns did nothing to stop the spread of COVID-19 in blue states. So, the lockdowns accomplished no discernible advantage for the public, but they did give the central bank a perfect rationale to further erode the dollar.</p>\n<p>This resulting price inflation is something that not even the red states can escape.</p>\n<p>For example,&nbsp;home prices are rapidly expanding&nbsp;beyond the market bubble of 2006. This is partially due to millions of people participating in perhaps the largest migration in the U.S. since the Great Depression. Anyone who is able is moving away from major cities into suburban and rural areas. But, home prices also have a historic habit of inflating along with currency devaluation. The cost of maintaining and remodeling an older home, or building a new home, rises as the prices of commodities like lumber inflate.</p>\n<p>And lumber prices are certainly inflating! Softwood lumber prices are&nbsp;up at least 110%&nbsp;from a year ago, and are climbing as much as 10%&nbsp;<i>in a week</i>.</p>\n<p>Home rentals also do not escape inflation, as the rising cost of maintaining properties forces landlords to increase rents. The only places where rents are decreasing are major cities that Americans are seeking to flee, such as New York and San Francisco.</p>\n<p><u><b>Inflation In More Than Just Housing</b></u></p>\n<p>The majority of commodities continue to see price inflation across the board.&nbsp;Food&nbsp;and&nbsp;energy prices&nbsp;have been creeping higher for the past year. Governments are once again blaming the pandemic and “stresses on the supply chain,” which may have been a believable claim nine months ago, but not today. Anything to hide the fact that all that stimulus has inflationary consequences.</p>\n<p>Dollar devaluation is the most visible in terms of imported goods. In other words, it costs more dollars to buy goods outside the U.S. as the value of the dollar falls. And since the majority of U.S. retail is supplied by foreign producers, this means that average American consumers will suffer the brunt of inflationary consequences. Public stress and anger will be high.</p>\n<p><u><b>Pandemic Lockdowns Are Just An Excuse</b></u></p>\n<p>This is why the COVID-19 lockdowns must continue and the pandemic fear factory must remain active. The globalists need a cover event for the Reset and they need to keep the citizenry under control, and the pandemic can be blamed for just about anything. I think this is why we are already seeing the media hyping the existence of “COVID mutations.” Do not be surprised if the Biden Administration tries to implement a&nbsp;national lockdown&nbsp;sometime this year in the name of stopping the spread of a&nbsp;“more deadly” COVID-19 variant.</p>\n<p>It won’t matter that the previous lockdowns were useless and all the data shows that keeping the economy open is a superior policy. It might seem like logic is going completely out the window, but there is a very logical reason for what is happening in the minds of globalists.</p>\n<p>Stagflation comes into play through losses in certain sectors of the economy, high unemployment and the inability of wages to keep up with costs.</p>\n<p>There is the continued dismantling of the small business sector, which, again, I believe is being destroyed deliberately. It’s not a mistake that small businesses were predominantly targeted as “non-essential” during the lockdowns. It’s also not a coincidence that the&nbsp;majority of COVID-19 PPP loans&nbsp;went to big box corporations while small businesses received almost nothing. The small business sector is being erased, leaving only the corporate sector to provide for consumers.</p>\n<p>This may be why Democrats are so adamant about raising the federal minimum wage to $15 an hour. Wages are already rising according to market demand and region. The average non-skilled worker in the U.S. is making around $11 an hour. There is no need for the government to interfere, unless they have ulterior motives.</p>\n<p>A $15 minimum wage would likely&nbsp;crush what’s left of small businesses, and only corporations that are receiving the bulk of stimulus dollars will be able to afford to pay workers the higher rate. On top of that, years from now the government could claim they “took action” to front-run stagflation by increasing people’s pay. But a $15 minimum wage is most useful to the establishment in the short term because it muddies the waters on the inflation issue.</p>\n<p>Prices will continue to rise due to dollar devaluation, but the media and government will say that it has nothing to do with the dollar and everything to do with companies raising shelf prices to offset increased labor costs.</p>\n<p><u><b>The Biggest Threat In The History Of American Society</b></u></p>\n<p>I suspect that the establishment will do everything in its power to distract the public from the biggest threat in the history of American society – the&nbsp;stagflationary time bomb</p>\n<p>If they admit to its existence then the public could prepare for it, and they don’t want that. If Americans were to&nbsp;decentralize their local economies, support local small businesses instead of big box retailers, start producing necessities for themselves, and if they started developing currency alternatives like local scrip backed by commodities… then they would be able to survive a national financial crisis.</p>\n<p>In fact, I guarantee that any community, county or state that takes these steps will immediately be targeted by the federal government, further revealing the truth: The establishment wants the public to suffer.</p>\n<p>They want economic disaster. They<b>do not want people to have the option of taking care of themselves</b>. They need people scared, desperate and malleable,<b>or they will never achieve&nbsp;their Reset agenda.</b></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>Stagflation Subterfuge: The Real Disaster Hidden By The Pandemic</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\">\nStagflation Subterfuge: The Real Disaster Hidden By The Pandemic\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-09 16:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.zerohedge.com/geopolitical/stagflation-subterfuge-real-disaster-hidden-pandemic?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29><strong>zerohedge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>In recent economic news, headlines are being dominated by concerns overrising bond yields. Increased bond yields are a sign of a possible spike in inflation and, logically, they call for the Federal ...</p>\n\n<a href=\"https://www.zerohedge.com/geopolitical/stagflation-subterfuge-real-disaster-hidden-pandemic?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.zerohedge.com/geopolitical/stagflation-subterfuge-real-disaster-hidden-pandemic?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157770693","content_text":"In recent economic news, headlines are being dominated by concerns overrising bond yields. Increased bond yields are a sign of a possible spike in inflation and, logically, they call for the Federal Reserve to raise interest rates in order to prevent that inflation.\nHigher bond yields also mean there is a competitive alternative to stocks for investors – both factors that could trigger a plunge in the stock market.\nIf one studies the real history behind the stock market crash during the Great Depression, they will find that it was the Federal Reserve’s interest rate hikes that caused and prolonged the disaster after they had created an environment of cheap and easy money throughout the 1920s. Former Chairman Ben Bernanke openly admitted the Fed was responsible back in 2002 in a speech honoring Milton Friedman. He stated:\n\n“In short, according to Friedman and Schwartz, because of institutional changes and misguided doctrines, the banking panics of the Great Contraction were much more severe and widespread than would have normally occurred during a downturn. Let me end my talk by abusing slightly my status as an official representative of the Federal Reserve. I would like to say to Milton and Anna: Regarding the Great Depression. You’re right, we did it. We’re very sorry. But thanks to you, we won’t do it again.”\n\nThis then raises the question – inflation or deflation? Will the Fed “do it again?”\nProbably not in exactly the same way, but we will see elements of both inflation and deflation soon in the form of stagflation.\nIt’s a Catch-22 that the central bank has created, and many (including myself) believe that the Fed has created the conundrum deliberately. All central banks are tied together by the Bank for International Settlements (BIS) and the BIS is a globalist institution through and through. The globalist agenda seeks to trigger what they call the “Great Reset,” a complete reformation of the global economy and capitalism into a single one world socialist system… managed by the globalists themselves, of course.\nIn my view the Fed has always been a kind of institutional suicide bomber; its job is to self-destruct at the right moment and take the U.S. economy down with it, all in the name of spreading its cult-like globalist ideology.\nThe only unknown at this point is how they will go about their sabotage. Will the central bank continue to allow inflation to explode the cost of living in the U.S., or will they intervene with higher interest rates and allow stock markets to crash?\nEither way, we face a serious economic crisis in the near future.\nIncreasing Inflation Means Economic Recovery?\nMainstream economists will often argue that rising yields and inflation are a “good thing.” They claim this is a sign of rapid economic recovery. I disagree.\nIf “inflation” was the same as “recovery,” then there would not have been total economic collapses in Argentina in 2002, in Yugoslavia in 1994, or in Weimar Germany in the early 1920s.\nI do not see recovery. What I see is the rapid devaluation of the dollar’s buying power due to massive fiat printing through stimulus measures. The Fed and the U.S. government are buying a short-term surge in economic activity, but at a hidden cost. This is a condition that the Dollar Index does not even begin to address, but obvious in prices of necessary goods and commodities.\nKeep in mind that all of this is being done in the name of responding to the pandemic. The pandemic is the ultimate excuse for the active destruction of the U.S. economy. Stimulus measures have devolved into helicopter money being thrown about haphazardly as billions are siphoned primarily by major corporations and through fraud. People who are clamoring for a $2,000 relief check from the government have no idea that corporate welfare has been ongoing for the past year along with billions in retroactive tax refunds. All of that money printing is going to cause damage somewhere. It cannot be avoided.\nIt’s Not About The Pandemic\nLet’s make something clear first: The pandemic is NOT the reason for the stimulus flood. The pandemic did very little to hurt actual business in the U.S. Rather, it was the lockdowns that did most of the damage.\nThink about that for a moment – federal and state governments crushed the economy through lockdowns, then offered the solution of vast stimulus measures. This in turn is destroying financial stability and generating rapid price inflation.\nConservative states and counties that refused to shut down are recovering at a much faster pace than leftist states which imposed draconian restrictions on citizens. Yet, the lockdowns did nothing to stop the spread of COVID-19 in blue states. So, the lockdowns accomplished no discernible advantage for the public, but they did give the central bank a perfect rationale to further erode the dollar.\nThis resulting price inflation is something that not even the red states can escape.\nFor example, home prices are rapidly expanding beyond the market bubble of 2006. This is partially due to millions of people participating in perhaps the largest migration in the U.S. since the Great Depression. Anyone who is able is moving away from major cities into suburban and rural areas. But, home prices also have a historic habit of inflating along with currency devaluation. The cost of maintaining and remodeling an older home, or building a new home, rises as the prices of commodities like lumber inflate.\nAnd lumber prices are certainly inflating! Softwood lumber prices are up at least 110% from a year ago, and are climbing as much as 10% in a week.\nHome rentals also do not escape inflation, as the rising cost of maintaining properties forces landlords to increase rents. The only places where rents are decreasing are major cities that Americans are seeking to flee, such as New York and San Francisco.\nInflation In More Than Just Housing\nThe majority of commodities continue to see price inflation across the board. Food and energy prices have been creeping higher for the past year. Governments are once again blaming the pandemic and “stresses on the supply chain,” which may have been a believable claim nine months ago, but not today. Anything to hide the fact that all that stimulus has inflationary consequences.\nDollar devaluation is the most visible in terms of imported goods. In other words, it costs more dollars to buy goods outside the U.S. as the value of the dollar falls. And since the majority of U.S. retail is supplied by foreign producers, this means that average American consumers will suffer the brunt of inflationary consequences. Public stress and anger will be high.\nPandemic Lockdowns Are Just An Excuse\nThis is why the COVID-19 lockdowns must continue and the pandemic fear factory must remain active. The globalists need a cover event for the Reset and they need to keep the citizenry under control, and the pandemic can be blamed for just about anything. I think this is why we are already seeing the media hyping the existence of “COVID mutations.” Do not be surprised if the Biden Administration tries to implement a national lockdown sometime this year in the name of stopping the spread of a “more deadly” COVID-19 variant.\nIt won’t matter that the previous lockdowns were useless and all the data shows that keeping the economy open is a superior policy. It might seem like logic is going completely out the window, but there is a very logical reason for what is happening in the minds of globalists.\nStagflation comes into play through losses in certain sectors of the economy, high unemployment and the inability of wages to keep up with costs.\nThere is the continued dismantling of the small business sector, which, again, I believe is being destroyed deliberately. It’s not a mistake that small businesses were predominantly targeted as “non-essential” during the lockdowns. It’s also not a coincidence that the majority of COVID-19 PPP loans went to big box corporations while small businesses received almost nothing. The small business sector is being erased, leaving only the corporate sector to provide for consumers.\nThis may be why Democrats are so adamant about raising the federal minimum wage to $15 an hour. Wages are already rising according to market demand and region. The average non-skilled worker in the U.S. is making around $11 an hour. There is no need for the government to interfere, unless they have ulterior motives.\nA $15 minimum wage would likely crush what’s left of small businesses, and only corporations that are receiving the bulk of stimulus dollars will be able to afford to pay workers the higher rate. On top of that, years from now the government could claim they “took action” to front-run stagflation by increasing people’s pay. But a $15 minimum wage is most useful to the establishment in the short term because it muddies the waters on the inflation issue.\nPrices will continue to rise due to dollar devaluation, but the media and government will say that it has nothing to do with the dollar and everything to do with companies raising shelf prices to offset increased labor costs.\nThe Biggest Threat In The History Of American Society\nI suspect that the establishment will do everything in its power to distract the public from the biggest threat in the history of American society – the stagflationary time bomb\nIf they admit to its existence then the public could prepare for it, and they don’t want that. If Americans were to decentralize their local economies, support local small businesses instead of big box retailers, start producing necessities for themselves, and if they started developing currency alternatives like local scrip backed by commodities… then they would be able to survive a national financial crisis.\nIn fact, I guarantee that any community, county or state that takes these steps will immediately be targeted by the federal government, further revealing the truth: The establishment wants the public to suffer.\nThey want economic disaster. Theydo not want people to have the option of taking care of themselves. They need people scared, desperate and malleable,or they will never achieve their Reset agenda.","news_type":1},"isVote":1,"tweetType":1,"viewCount":191,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":329138325,"gmtCreate":1615214462867,"gmtModify":1704779669151,"author":{"id":"3574731047424094","authorId":"3574731047424094","name":"Rachis","avatar":"https://static.tigerbbs.com/ae27d72e6d81357c96a7b54460d121e6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574731047424094","authorIdStr":"3574731047424094"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/329138325","repostId":"1134232335","repostType":4,"repost":{"id":"1134232335","kind":"news","pubTimestamp":1615205309,"share":"https://ttm.financial/m/news/1134232335?lang=&edition=fundamental","pubTime":"2021-03-08 20:08","market":"us","language":"en","title":"Young people looking to spend almost half of their stimulus check on stocks: Survey","url":"https://stock-news.laohu8.com/highlight/detail?id=1134232335","media":"cnbc","summary":"KEY POINTS\n\nResponses in the survey showed that half of 25 to 34-year-olds plan to spend 50% of thei","content":"<div>\n<p>KEY POINTS\n\nResponses in the survey showed that half of 25 to 34-year-olds plan to spend 50% of their stimulus checks on stocks.\nMeanwhile, 18 to 24-year-olds involved in the survey planned to use 40%...</p>\n\n<a href=\"https://www.cnbc.com/2021/03/08/how-the-young-plan-to-spend-stimulus-checks-deutsche-bank.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>Young people looking to spend almost half of their stimulus check on stocks: Survey</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\">\nYoung people looking to spend almost half of their stimulus check on stocks: Survey\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-08 20:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/03/08/how-the-young-plan-to-spend-stimulus-checks-deutsche-bank.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTS\n\nResponses in the survey showed that half of 25 to 34-year-olds plan to spend 50% of their stimulus checks on stocks.\nMeanwhile, 18 to 24-year-olds involved in the survey planned to use 40%...</p>\n\n<a href=\"https://www.cnbc.com/2021/03/08/how-the-young-plan-to-spend-stimulus-checks-deutsche-bank.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://www.cnbc.com/2021/03/08/how-the-young-plan-to-spend-stimulus-checks-deutsche-bank.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1134232335","content_text":"KEY POINTS\n\nResponses in the survey showed that half of 25 to 34-year-olds plan to spend 50% of their stimulus checks on stocks.\nMeanwhile, 18 to 24-year-olds involved in the survey planned to use 40% of any stimulus checks on stocks.\nAnd 35 to 54-year-olds surveyed planned to use 37% of their checks on stock market investment.\nThe over-55s surveyed said they’d put only 16% into stocks.\n\nA survey from Deutsche Bank has given an insight into how much cash from U.S. stimulus checks might find its way into the stock market.\nResponses in the survey showed that half of 25 to 34-year-olds plan to spend 50% of their stimulus checks on stocks, leading the German investment bank to state that “a large amount of the upcoming U.S. stimulus checks will probably find their way into equities.”\nMeanwhile, 18 to 24-year-olds involved in the survey planned to use 40% of any stimulus checks on stocks, and 35 to 54-year-olds surveyed planned to use 37% of their checks on stock market investment. The over-55s surveyed said they’d put only 16% into stocks.\nIn all, the online survey of 430 retail investors found that respondents plan to put a large chunk (37%) of any forthcoming stimulus directly into stocks, which could represent a sizable inflow into the market of $170 billion, Deutsche Bank estimated.\nThe report, authored by Deutsche Bank Strategist Jim Reid and Research Associate Raj Bhattacharyya and first published late last month, focused on a growing trend of younger people getting into retail investment.\nThe overall sample had nearly equal representation of those under 34 (41%) and 34-54 (37%) and a somewhat smaller share of those over 55 years of age, Deutsche Bank noted. In terms of income distribution, the biggest group was in the $50,000 to 100,000 range (34%), which aligns with the U.S. median income of around $69,000. Most respondents were either employed full-time (59%) or retired (12%).\nPrevious payments\nThe survey found that previous stimulus payments, handed out in recent months in a bid to jumpstart the U.S. economy in the midst of the coronavirus pandemic, “were widely reported as being used for investing in stocks.”\nA vast majority (72%) of the respondents reported getting a stimulus payment and more than half (53%) said they invested some of the stimulus money in the stock market. Younger people were much more likely to have invested in stocks using the payments, the research said.\nWhile the analysts noted that these checks were still a small proportion of the overall funds invested in the market, they predicted a change with the next batch of payments. “Going forward however, survey respondents plan to put a large chunk (37%) of any forthcoming stimulus checks directly into equities, which could represent a sizable inflow,” the bank said.\n‘Aggressive cohort’\nNew retail investors are seen as a key driver of a rally in U.S. stock markets over the past year, described by strategists as the 2020 “retail wave.” The survey found that more than half of all respondents raised their investments in stocks over the past year, with just under half (45%) investing for the very first time.\n“Behind the recent surge in retail investing is a younger, often new-to-investing, and aggressive cohort not afraid to employ leverage,” Reid and Bhattacharyya noted.\n“Given stimulus checks are currently penciled in at circa $405 billion in Biden’s plan (before Senate revisions), that gives us a maximum of around $150 billion that could go into U.S. equities based on our survey,” although they noted that only a proportion of stimulus check recipients have trading accounts.\n“If we estimate this at around 20% (based on some historical assumptions), that would still provide around circa $30 billion of firepower — and that’s before we talk about any possible boosts to 401k plans outside of trading accounts.”\nInternational markets will be keeping a keen eye on the progress of the Covid relief bill in the coming days. The Senate passed a $1.9 trillion economic relief and stimulus bill on Saturday, paving the way for extensions to unemployment benefits, another round of stimulus checks and aid to state and local governments.\nThe legislation includes direct payments of up to $1,400 to most Americans, a $300 weekly boost to jobless benefits into September and an expansion of the child tax credit for one year. The Democrat-controlled House will pass the bill later this week and President Joe Biden is expected to sign it into law before unemployment aid programs expire on March 14.\nThe retail investment theme has also been seen as a reason behind the recent volatility of some under loved stocks in the U.S. Some investors have used the social media platform Reddit to coordinate trades on certain stocks, pushing up the prices of those firms which has led to big losses for some hedge funds that had betted against them.","news_type":1},"isVote":1,"tweetType":1,"viewCount":136,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":329318331,"gmtCreate":1615207507723,"gmtModify":1704779546167,"author":{"id":"3574731047424094","authorId":"3574731047424094","name":"Rachis","avatar":"https://static.tigerbbs.com/ae27d72e6d81357c96a7b54460d121e6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574731047424094","authorIdStr":"3574731047424094"},"themes":[],"htmlText":"buckle up and sit tight.the ride’s just started","listText":"buckle up and sit tight.the ride’s just started","text":"buckle up and sit tight.the ride’s just started","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/329318331","repostId":"1186773953","repostType":4,"repost":{"id":"1186773953","kind":"news","pubTimestamp":1615197331,"share":"https://ttm.financial/m/news/1186773953?lang=&edition=fundamental","pubTime":"2021-03-08 17:55","market":"us","language":"en","title":"EV Brutal Sell-Off Presets A 'Buckle The Seat Belts' Buy Opportunity, Says Wedbush","url":"https://stock-news.laohu8.com/highlight/detail?id=1186773953","media":"Benzinga","summary":"The brutal sell-off in EV stocks likeTesla IncTSLAandNio IncNIOis a “buckle the seat belts” buy oppo","content":"<p>The brutal sell-off in EV stocks like<b>Tesla Inc</b>TSLAand<b>Nio Inc</b>NIOis a “buckle the seat belts” buy opportunity, according to Wedbush analyst Daniel Ives.</p>\n<p>The analyst noted that the white knuckles across the sector had been focused on Chinese EV players like<b>Xpeng Inc</b>XPEV, Nio, and<b>Li Auto, Inc</b>&nbsp;LIalong with battery plays such as<b>QuantumScape Corp</b>QS.</p>\n<p><b>The Party’s On:</b>Ives said in a note on Friday that the “EV party is just beginning” in a response to a question from investors who want to know if the rally in EV stocks is over.</p>\n<p>“Our answer is emphatically that the EV party and transformation is just beginning as this industry is on the cusp of a $5 trillion market opportunity over the next decade.”</p>\n<p>Ives pointed out that EV penetration is only 3% today on a worldwide basis and he believes it is going to reach 10% by 2025 with “a green tidal wave on the horizon.”</p>\n<p><b>Massive Buying Opportunity:</b>The recent sell-off in EV stocks is a “massive buying opportunity” to own both Chinese EV players as well as pack leader Tesla, as per Ives.</p>\n<p>“While the stocks and the EV space is clearly going through a digestion period, we view this as a short-term pullback in a multi-year upward rally.”</p>\n<p><b>A Bigger Landscape:</b>The analyst said that the EV landscape is bigger than just automakers. Over the next years, Wall Street can expect an “enormous ecosystem” of EV battery players, green-driven EV recycle pure plays, and supercharger infrastructure vendors.</p>\n<p><b>Biden-driven Green Wave:</b>Ives said that there are many pure-play and innovative EV players on both the commercial and consumer front ready to take advantage of the domestic wave in EVs driven by the Biden administration’s policies. He expects tax credits and incentives surrounding EVs to ramp up significantly in the coming months.</p>\n<p><b>Big Players Diving Deep:General Motors Company</b>GM,<b>Volkswagen AG</b>VWAGY, and<b>Ford Motor Company</b>Fare all “jumping into the deep end of the pool on EVs,” as per Ives. This is a testament to the pent-up demand globally around EV technology. Ives specifically pointed out to Volkswagen which said on Friday that 70% of its European sales will be EVs by 2030, which is double its previous target of 35%.</p>","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>EV Brutal Sell-Off Presets A 'Buckle The Seat Belts' Buy Opportunity, Says Wedbush</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\">\nEV Brutal Sell-Off Presets A 'Buckle The Seat Belts' Buy Opportunity, Says Wedbush\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-08 17:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/analyst-ratings/analyst-color/21/03/20048371/ev-brutal-sell-off-presets-a-buckle-the-seat-belts-buy-opportunity-says-wedbush><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The brutal sell-off in EV stocks likeTesla IncTSLAandNio IncNIOis a “buckle the seat belts” buy opportunity, according to Wedbush analyst Daniel Ives.\nThe analyst noted that the white knuckles across ...</p>\n\n<a href=\"https://www.benzinga.com/analyst-ratings/analyst-color/21/03/20048371/ev-brutal-sell-off-presets-a-buckle-the-seat-belts-buy-opportunity-says-wedbush\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.benzinga.com/analyst-ratings/analyst-color/21/03/20048371/ev-brutal-sell-off-presets-a-buckle-the-seat-belts-buy-opportunity-says-wedbush","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1186773953","content_text":"The brutal sell-off in EV stocks likeTesla IncTSLAandNio IncNIOis a “buckle the seat belts” buy opportunity, according to Wedbush analyst Daniel Ives.\nThe analyst noted that the white knuckles across the sector had been focused on Chinese EV players likeXpeng IncXPEV, Nio, andLi Auto, Inc LIalong with battery plays such asQuantumScape CorpQS.\nThe Party’s On:Ives said in a note on Friday that the “EV party is just beginning” in a response to a question from investors who want to know if the rally in EV stocks is over.\n“Our answer is emphatically that the EV party and transformation is just beginning as this industry is on the cusp of a $5 trillion market opportunity over the next decade.”\nIves pointed out that EV penetration is only 3% today on a worldwide basis and he believes it is going to reach 10% by 2025 with “a green tidal wave on the horizon.”\nMassive Buying Opportunity:The recent sell-off in EV stocks is a “massive buying opportunity” to own both Chinese EV players as well as pack leader Tesla, as per Ives.\n“While the stocks and the EV space is clearly going through a digestion period, we view this as a short-term pullback in a multi-year upward rally.”\nA Bigger Landscape:The analyst said that the EV landscape is bigger than just automakers. Over the next years, Wall Street can expect an “enormous ecosystem” of EV battery players, green-driven EV recycle pure plays, and supercharger infrastructure vendors.\nBiden-driven Green Wave:Ives said that there are many pure-play and innovative EV players on both the commercial and consumer front ready to take advantage of the domestic wave in EVs driven by the Biden administration’s policies. He expects tax credits and incentives surrounding EVs to ramp up significantly in the coming months.\nBig Players Diving Deep:General Motors CompanyGM,Volkswagen AGVWAGY, andFord Motor CompanyFare all “jumping into the deep end of the pool on EVs,” as per Ives. This is a testament to the pent-up demand globally around EV technology. Ives specifically pointed out to Volkswagen which said on Friday that 70% of its European sales will be EVs by 2030, which is double its previous target of 35%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":116,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":367235707,"gmtCreate":1614953316909,"gmtModify":1704777389011,"author":{"id":"3574731047424094","authorId":"3574731047424094","name":"Rachis","avatar":"https://static.tigerbbs.com/ae27d72e6d81357c96a7b54460d121e6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574731047424094","authorIdStr":"3574731047424094"},"themes":[],"htmlText":"some way to go tho","listText":"some way to go tho","text":"some way to go tho","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/367235707","repostId":"367133585","repostType":1,"repost":{"id":367133585,"gmtCreate":1614918300947,"gmtModify":1704776981502,"author":{"id":"3557433279201512","authorId":"3557433279201512","name":"Couragesther","avatar":"https://static.tigerbbs.com/fb776fde22322bb11f3651d216a6b06e","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557433279201512","authorIdStr":"3557433279201512"},"themes":[],"htmlText":"Eyeing this once it hits the $40 range","listText":"Eyeing this once it hits the $40 range","text":"Eyeing this once it hits the $40 range","images":[{"img":"https://static.tigerbbs.com/f18cdc420d90916b28e53cf09afa9408","width":"750","height":"1829"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/367133585","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":206,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":364556042,"gmtCreate":1614866915286,"gmtModify":1704776251052,"author":{"id":"3574731047424094","authorId":"3574731047424094","name":"Rachis","avatar":"https://static.tigerbbs.com/ae27d72e6d81357c96a7b54460d121e6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574731047424094","authorIdStr":"3574731047424094"},"themes":[],"htmlText":"sinking ark","listText":"sinking ark","text":"sinking ark","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/364556042","repostId":"1108020727","repostType":4,"repost":{"id":"1108020727","kind":"news","pubTimestamp":1614866147,"share":"https://ttm.financial/m/news/1108020727?lang=&edition=fundamental","pubTime":"2021-03-04 21:55","market":"us","language":"en","title":"Cathie Wood’s ARKK is under fire","url":"https://stock-news.laohu8.com/highlight/detail?id=1108020727","media":"seekingalpha","summary":"Ark's flagship fund ARK Innovation(NYSEARCA:ARKK)managed by Cathie Wood is under fire again. ARKK cl","content":"<p>Ark's flagship fund ARK Innovation(NYSEARCA:ARKK)managed by Cathie Wood is under fire again. ARKK closed down another&nbsp;6.29%&nbsp;Wednesday after aselloff in some of its major holdings.</p>\n<p>Zillow, which represents 2.76% of ARKK's holdings, fell&nbsp;9.59%&nbsp;Wednesday. The fund's 2nd-largest holding Roku was down&nbsp;6.46%, and top holding Telsa - making up nearly 10% of the fund - was down&nbsp;5.06%.</p>\n<p>Since ARKK’s peak back on February 16th, the fund has plummeted&nbsp;21.66%, going from $159.70 to Wednesday’s close of $125.11. Furthermore, ARKK is down&nbsp;1.1%&nbsp;to $123.77 in premarket action.</p>\n<p>The disruptive and innovative fashion that Cathie Wood stands by is having market participants stop and scratch their heads. Being that the fund has a focus on long-term growth it means they have placed short term profitability in the rearview mirror. Two-thirds of its total holdings did not earn a profit last year, which can be concerning to many.</p>\n<p>ARKK is not the only ETF by Cathie Wood that is catching heat. See how ARK Innovation (ARKK), ARK Autonomous Technology &amp; Robotics(BATS:ARKQ), ARK Next Generation Internet(NYSEARCA:ARKW)and ARK Genomic Revolution ETF(BATS:ARKG)all faired against the S&amp;P 500 since the beginning of February 2021.</p>\n<p><img src=\"https://static.tigerbbs.com/faf1b7fa4436ecdf8addd3cfe3a807e2\" tg-width=\"1280\" tg-height=\"663\"></p>","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>Cathie Wood’s ARKK is under fire</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\">\nCathie Wood’s ARKK is under fire\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-04 21:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3669319-cathie-woods-arkk-is-under-fire><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Ark's flagship fund ARK Innovation(NYSEARCA:ARKK)managed by Cathie Wood is under fire again. ARKK closed down another 6.29% Wednesday after aselloff in some of its major holdings.\nZillow, which ...</p>\n\n<a href=\"https://seekingalpha.com/news/3669319-cathie-woods-arkk-is-under-fire\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ARKW":"ARK Next Generation Internation ETF","ARKG":"ARK Genomic Revolution ETF","ARKK":"ARK Innovation ETF","ARKQ":"ARK Autonomous Technology & Robotics ETF"},"source_url":"https://seekingalpha.com/news/3669319-cathie-woods-arkk-is-under-fire","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1108020727","content_text":"Ark's flagship fund ARK Innovation(NYSEARCA:ARKK)managed by Cathie Wood is under fire again. ARKK closed down another 6.29% Wednesday after aselloff in some of its major holdings.\nZillow, which represents 2.76% of ARKK's holdings, fell 9.59% Wednesday. The fund's 2nd-largest holding Roku was down 6.46%, and top holding Telsa - making up nearly 10% of the fund - was down 5.06%.\nSince ARKK’s peak back on February 16th, the fund has plummeted 21.66%, going from $159.70 to Wednesday’s close of $125.11. Furthermore, ARKK is down 1.1% to $123.77 in premarket action.\nThe disruptive and innovative fashion that Cathie Wood stands by is having market participants stop and scratch their heads. Being that the fund has a focus on long-term growth it means they have placed short term profitability in the rearview mirror. Two-thirds of its total holdings did not earn a profit last year, which can be concerning to many.\nARKK is not the only ETF by Cathie Wood that is catching heat. See how ARK Innovation (ARKK), ARK Autonomous Technology & Robotics(BATS:ARKQ), ARK Next Generation Internet(NYSEARCA:ARKW)and ARK Genomic Revolution ETF(BATS:ARKG)all faired against the S&P 500 since the beginning of February 2021.","news_type":1},"isVote":1,"tweetType":1,"viewCount":66,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":365341095,"gmtCreate":1614698294017,"gmtModify":1704774236932,"author":{"id":"3574731047424094","authorId":"3574731047424094","name":"Rachis","avatar":"https://static.tigerbbs.com/ae27d72e6d81357c96a7b54460d121e6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574731047424094","authorIdStr":"3574731047424094"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/365341095","repostId":"1122180672","repostType":4,"isVote":1,"tweetType":1,"viewCount":139,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":365349057,"gmtCreate":1614698086879,"gmtModify":1704774234021,"author":{"id":"3574731047424094","authorId":"3574731047424094","name":"Rachis","avatar":"https://static.tigerbbs.com/ae27d72e6d81357c96a7b54460d121e6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574731047424094","authorIdStr":"3574731047424094"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/365349057","repostId":"1122180672","repostType":4,"isVote":1,"tweetType":1,"viewCount":78,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":344251197,"gmtCreate":1618411604819,"gmtModify":1704710478756,"author":{"id":"3574731047424094","authorId":"3574731047424094","name":"Rachis","avatar":"https://static.tigerbbs.com/ae27d72e6d81357c96a7b54460d121e6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574731047424094","idStr":"3574731047424094"},"themes":[],"htmlText":"let’s get on the roller coaster","listText":"let’s get on the roller coaster","text":"let’s get on the roller coaster","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/344251197","repostId":"2127454000","repostType":4,"isVote":1,"tweetType":1,"viewCount":302,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3572249185724220","authorId":"3572249185724220","name":"xoxoll","avatar":"https://static.tigerbbs.com/8ed65c2962af2a6fbd414f4d6fe9e378","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3572249185724220","idStr":"3572249185724220"},"content":"Help me lIke and comment","text":"Help me lIke and comment","html":"Help me lIke and comment"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":342057767,"gmtCreate":1618136801159,"gmtModify":1704706907733,"author":{"id":"3574731047424094","authorId":"3574731047424094","name":"Rachis","avatar":"https://static.tigerbbs.com/ae27d72e6d81357c96a7b54460d121e6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574731047424094","idStr":"3574731047424094"},"themes":[],"htmlText":"like and comment thanks!","listText":"like and comment thanks!","text":"like and comment thanks!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/342057767","repostId":"1142324412","repostType":4,"repost":{"id":"1142324412","kind":"news","pubTimestamp":1617982207,"share":"https://ttm.financial/m/news/1142324412?lang=&edition=fundamental","pubTime":"2021-04-09 23:30","market":"us","language":"en","title":"XPeng Inc.: A Reawakening","url":"https://stock-news.laohu8.com/highlight/detail?id=1142324412","media":"seekingalpha","summary":"Valuation is middling but not overvalued like in the past.Recent announcement of capacity expansion in Wuhan lends better operational and sales visibility.Company could breakeven and finally reach positive profits soon; major improvements seen in operating margins.Feared chip shortage  was not a disaster, deliveries are still strong.Government support, China's creation of an EV ecosystem.XPEV's strong deliveries describe not only excellent support from the private sector, but also the Chinese go","content":"<p><b>Summary</b></p>\n<ul>\n <li>Valuation is middling but not overvalued like in the past.</li>\n <li>Recent announcement of capacity expansion in Wuhan lends better operational and sales visibility.</li>\n <li>Company could breakeven and finally reach positive profits soon; major improvements seen in operating margins.</li>\n <li>Feared chip shortage (i.e. supply disruption) was not a disaster, deliveries are still strong.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4e0f3343d69719839f9b8f1d337c3984\" tg-width=\"1536\" tg-height=\"1024\"><span>Photo by Robert Way/iStock Editorial via Getty Images</span></p>\n<p><b>Introduction</b></p>\n<p>The stock price of&nbsp;XPEV&nbsp;has been converging with the performance of the S&amp;P 500 since March 2021, as compared to its massive outperformance in 4Q2020. This could be view positively or negatively. On the bright side, this suggests that price performance would become more predictable with lower volatility, indicative of a broadening consensus on the fundamental prospects of the company. On the other hand, traders may be disappointed its lack of momentum. Therefore, this is probably a good time to stop viewing XPEV as purely a trade, but re-analyze its merits as a fundamentally-driven investment.</p>\n<p><i>The frenetic performance of XPEV has calmed down in recent weeks, allowing its one year performance to track the S&amp;P 500 more closely</i></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9f04001d604ecc7892ef3a76c498578b\" tg-width=\"640\" tg-height=\"236\"><span>Source: SeekingAlpha</span></p>\n<p><i>XPEV's G3 Super Long Range Smart SUV</i></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/68446a741f9f97afc10f2149c4e13e13\" tg-width=\"640\" tg-height=\"388\"><span>Source: XPeng Motors (G3、P7) Intelligent electric car with Internet DNA</span></p>\n<p><b>Industry and commercial positives</b></p>\n<p>Optimism on EVs and&nbsp;strong industry growth&nbsp;rates are common knowledge by now. The following points suggest specific positives for XPEV that remain intact despite relatively ebbing momentum on the stock's price (as compared to 4Q2020):</p>\n<ol>\n <li><b>Deliveries met despite fears on chip shortage.</b>While the stock's price momentum appears to have ebbed, recent news continues to remain positive. At an industry level, Chinese vehicle manufacturers XPEV andNIOmanaged to manufacture the expected numbers of vehicle deliveries, despite much feared chip shortages.XPEV chalked&nbsp;in record quarterly deliveries of 13,340 EVs in Q1 2021, +487% over the year and +130% over the month in March.NIO delivered&nbsp;20,060 +423% over the year while Q1 deliveries rose 15.6% to 20,060. The challenge these EV manufacturers face now is not so much the ability to deliver on its numbers, but on being able to meet high expectations for the stock price to gain further traction.</li>\n <li><b>Government support, China's creation of an EV ecosystem.</b>XPEV's strong deliveries describe not only excellent support from the private sector, but also the Chinese government's push to develop this part of its industry. XPEV has entered into an agreement with the city of Wuhan to build a factory with a capacity of 100,000 EV units. This is a very significant piece of news, considering its deliveries of just 5,102 in March 2021. Annualizing this number, the new capacity will be more than the whole of XPEV's total historical annual production. This news is interesting and significant since it was just released this week, suggesting it may have yet to be factored into analysts' forecast numbers. This is made more important as XPEV has always been considered a laggard in production capabilities to its larger cousin NIO. General Chinese government support for the EV ecosystem is strong, and the new facility in Wuhan echoes earlier provincial government financial support ($77m) in Guangdong. The reality is, for EVs to gain traction, government willingness to support infrastructure initiatives are highly important (e.g. permits for charging stations, creating incentives to convert from old polluting vehicles to green vehicles, etc.). With China's tradition of central planning, the EV ecosystem is placed on the right footing.</li>\n <li><b>Listing in Hong Kong adds to investor base and liquidity.</b>Going forward,XPEV,NIO, and&nbsp;LI&nbsp;intend tolistin Hong Kong this year. This is a strategic move, and makes the valuation of these companies less susceptible by US political bashing (e.g. the threat of being de-listed) should it occur, since it reflects a wider geographical base. The valuations of these companies may even get a boost given greater global liquidity due to added trading in the Asian time zone.</li>\n</ol>\n<p>Of note, in late March, XPEV held an&nbsp;autonomous driving expedition&nbsp;covering eight cities in China and 3,675 kilometers. The exercise was successful, as minimal human intervention was needed during the expedition and adds another brownie point to XPEV's research and development efforts, placing XPEV on the&nbsp;competitive landscape&nbsp;against rivals such as TSLA and NIO on autonomous driving. Apparently, XPEV's autonomous driving results&nbsp;performed better&nbsp;than TSLA's with fewer human interventions per 100km and better navigation in complex situations.</p>\n<p><b>XPEV's improving financials</b></p>\n<p>Now that we have several quarters of financial data on XPEV, it is worth reviewing how its metrics have been performing. Firstly, market expectations aside, deliveries have been very good as abovementioned, and this is flowing through to revenue numbers. As shown in the below table, growth has been very strong, and revenues are expected to more than double in 2021 and continue to double in 2022. Such growth rates place XPEV at the top end of manufacturing firms, as expected of the fast-growing EV market.</p>\n<p>Another point to note is the improvement in operating margins. As with any \"new tech\" company, initial investments would cause hugely negative operating margins in the beginning. What's important is the company's ability to improve margins and reduce costs over time. In this respect, XPEV has done a good job, with operating margins improving sequentially each quarter. Of note, operating margins started to see major improvements between the Jun-2020 (-142%) and Dec-2020 (-39%) quarters as shown in the table below. Given this trend, the company is likely to breakeven and register positive profits soon, which could be a catalytic re-rating for XPEV. When we pair this analysis with the stock price, it appears that XPEV's recently soft stock price performance is not justified.</p>\n<p>Meanwhile, the balance sheet is expected to remain strong. Equity to total liabilities &amp; equity is 23% as at Dec-2020. As abovementioned, further capital raises with a forthcoming Hong Kong listing will add to XPEV's cash buffer.</p>\n<p><i>XPEV's performance improvement in both revenue and operating margin trends appear to have been ignored by the market due to recent the broad market capitulation</i></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f8258dce0cc10e8118a23afce7655bed\" tg-width=\"726\" tg-height=\"737\"><span>*EST = estimate by analysts' consensus from SeekingAlpha</span></p>\n<p><b>XPEV's valuation: somewhere in the middle</b></p>\n<p>XPEV's stock price has done well over the last 6 months versus peers. On a TTM P/S, XPEV is near the middle although its FWD P/S is trading at a premium. However, there could be a general re-rating of the P/S of the sector if the Chinese EV manufacturers reach breakeven in 2021 and record positive profits (our base case belief, given the prevailing trend in XPEV's improving operating margins). This will then allow better price discovery when the companies can then be valued on their P/E ratios.</p>\n<img src=\"https://static.tigerbbs.com/fa975ce545e950a20f809bcc7f698ef6\" tg-width=\"911\" tg-height=\"594\">\n<table>\n <tbody>\n  <tr></tr>\n </tbody>\n</table>\n<p><b>Conclusion and Risks</b></p>\n<p>XPEV's stock price may benefit from two key catalysts: (1) expansion of manufacturing facility in Wuhan, which will concretely raise visibility of revenue growth which is expected to double; (2) a valuation regime change as it progresses from a loss making company to a profitable one, expected by this year. Furthermore, it is worth noting that the valuation is not lofty as compared to price levels in 4Q2020, having fallen over the last couple of months.</p>\n<p>Competition may exist and remain intense, but given the large size of China's market and that there are only a couple of notable players (i.e. NIO, LI), the market remains largely an oligopoly which allows XPEV to retain pricing power.</p>\n<p>Much feared risks of execution in the past appear to have materialized but not in a big way, i.e. the previously expected chip shortage. Given the progression to a post-COVID economy, supply chain links should improve and reduce similar risks in the future.</p>\n<p>On a standalone basis, XPEV's prospects appear bright, and now the key hurdle is whether the NASDAQ will find momentum and exceed previous highs. The base case for this should lean towards the positive as the market is merely in the first year of the economic recovery after the pandemic. Recent price consolidation appears to have created a technical setup for a reawakening of price momentum as consumer activity revives post-pandemic.</p>","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>XPeng Inc.: A Reawakening</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\">\nXPeng Inc.: A Reawakening\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-09 23:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4418326-xpeng-inc-reawakening><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nValuation is middling but not overvalued like in the past.\nRecent announcement of capacity expansion in Wuhan lends better operational and sales visibility.\nCompany could breakeven and ...</p>\n\n<a href=\"https://seekingalpha.com/article/4418326-xpeng-inc-reawakening\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XPEV":"小鹏汽车"},"source_url":"https://seekingalpha.com/article/4418326-xpeng-inc-reawakening","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1142324412","content_text":"Summary\n\nValuation is middling but not overvalued like in the past.\nRecent announcement of capacity expansion in Wuhan lends better operational and sales visibility.\nCompany could breakeven and finally reach positive profits soon; major improvements seen in operating margins.\nFeared chip shortage (i.e. supply disruption) was not a disaster, deliveries are still strong.\n\nPhoto by Robert Way/iStock Editorial via Getty Images\nIntroduction\nThe stock price of XPEV has been converging with the performance of the S&P 500 since March 2021, as compared to its massive outperformance in 4Q2020. This could be view positively or negatively. On the bright side, this suggests that price performance would become more predictable with lower volatility, indicative of a broadening consensus on the fundamental prospects of the company. On the other hand, traders may be disappointed its lack of momentum. Therefore, this is probably a good time to stop viewing XPEV as purely a trade, but re-analyze its merits as a fundamentally-driven investment.\nThe frenetic performance of XPEV has calmed down in recent weeks, allowing its one year performance to track the S&P 500 more closely\nSource: SeekingAlpha\nXPEV's G3 Super Long Range Smart SUV\nSource: XPeng Motors (G3、P7) Intelligent electric car with Internet DNA\nIndustry and commercial positives\nOptimism on EVs and strong industry growth rates are common knowledge by now. The following points suggest specific positives for XPEV that remain intact despite relatively ebbing momentum on the stock's price (as compared to 4Q2020):\n\nDeliveries met despite fears on chip shortage.While the stock's price momentum appears to have ebbed, recent news continues to remain positive. At an industry level, Chinese vehicle manufacturers XPEV andNIOmanaged to manufacture the expected numbers of vehicle deliveries, despite much feared chip shortages.XPEV chalked in record quarterly deliveries of 13,340 EVs in Q1 2021, +487% over the year and +130% over the month in March.NIO delivered 20,060 +423% over the year while Q1 deliveries rose 15.6% to 20,060. The challenge these EV manufacturers face now is not so much the ability to deliver on its numbers, but on being able to meet high expectations for the stock price to gain further traction.\nGovernment support, China's creation of an EV ecosystem.XPEV's strong deliveries describe not only excellent support from the private sector, but also the Chinese government's push to develop this part of its industry. XPEV has entered into an agreement with the city of Wuhan to build a factory with a capacity of 100,000 EV units. This is a very significant piece of news, considering its deliveries of just 5,102 in March 2021. Annualizing this number, the new capacity will be more than the whole of XPEV's total historical annual production. This news is interesting and significant since it was just released this week, suggesting it may have yet to be factored into analysts' forecast numbers. This is made more important as XPEV has always been considered a laggard in production capabilities to its larger cousin NIO. General Chinese government support for the EV ecosystem is strong, and the new facility in Wuhan echoes earlier provincial government financial support ($77m) in Guangdong. The reality is, for EVs to gain traction, government willingness to support infrastructure initiatives are highly important (e.g. permits for charging stations, creating incentives to convert from old polluting vehicles to green vehicles, etc.). With China's tradition of central planning, the EV ecosystem is placed on the right footing.\nListing in Hong Kong adds to investor base and liquidity.Going forward,XPEV,NIO, and LI intend tolistin Hong Kong this year. This is a strategic move, and makes the valuation of these companies less susceptible by US political bashing (e.g. the threat of being de-listed) should it occur, since it reflects a wider geographical base. The valuations of these companies may even get a boost given greater global liquidity due to added trading in the Asian time zone.\n\nOf note, in late March, XPEV held an autonomous driving expedition covering eight cities in China and 3,675 kilometers. The exercise was successful, as minimal human intervention was needed during the expedition and adds another brownie point to XPEV's research and development efforts, placing XPEV on the competitive landscape against rivals such as TSLA and NIO on autonomous driving. Apparently, XPEV's autonomous driving results performed better than TSLA's with fewer human interventions per 100km and better navigation in complex situations.\nXPEV's improving financials\nNow that we have several quarters of financial data on XPEV, it is worth reviewing how its metrics have been performing. Firstly, market expectations aside, deliveries have been very good as abovementioned, and this is flowing through to revenue numbers. As shown in the below table, growth has been very strong, and revenues are expected to more than double in 2021 and continue to double in 2022. Such growth rates place XPEV at the top end of manufacturing firms, as expected of the fast-growing EV market.\nAnother point to note is the improvement in operating margins. As with any \"new tech\" company, initial investments would cause hugely negative operating margins in the beginning. What's important is the company's ability to improve margins and reduce costs over time. In this respect, XPEV has done a good job, with operating margins improving sequentially each quarter. Of note, operating margins started to see major improvements between the Jun-2020 (-142%) and Dec-2020 (-39%) quarters as shown in the table below. Given this trend, the company is likely to breakeven and register positive profits soon, which could be a catalytic re-rating for XPEV. When we pair this analysis with the stock price, it appears that XPEV's recently soft stock price performance is not justified.\nMeanwhile, the balance sheet is expected to remain strong. Equity to total liabilities & equity is 23% as at Dec-2020. As abovementioned, further capital raises with a forthcoming Hong Kong listing will add to XPEV's cash buffer.\nXPEV's performance improvement in both revenue and operating margin trends appear to have been ignored by the market due to recent the broad market capitulation\n*EST = estimate by analysts' consensus from SeekingAlpha\nXPEV's valuation: somewhere in the middle\nXPEV's stock price has done well over the last 6 months versus peers. On a TTM P/S, XPEV is near the middle although its FWD P/S is trading at a premium. However, there could be a general re-rating of the P/S of the sector if the Chinese EV manufacturers reach breakeven in 2021 and record positive profits (our base case belief, given the prevailing trend in XPEV's improving operating margins). This will then allow better price discovery when the companies can then be valued on their P/E ratios.\n\n\n\n\n\n\nConclusion and Risks\nXPEV's stock price may benefit from two key catalysts: (1) expansion of manufacturing facility in Wuhan, which will concretely raise visibility of revenue growth which is expected to double; (2) a valuation regime change as it progresses from a loss making company to a profitable one, expected by this year. Furthermore, it is worth noting that the valuation is not lofty as compared to price levels in 4Q2020, having fallen over the last couple of months.\nCompetition may exist and remain intense, but given the large size of China's market and that there are only a couple of notable players (i.e. NIO, LI), the market remains largely an oligopoly which allows XPEV to retain pricing power.\nMuch feared risks of execution in the past appear to have materialized but not in a big way, i.e. the previously expected chip shortage. Given the progression to a post-COVID economy, supply chain links should improve and reduce similar risks in the future.\nOn a standalone basis, XPEV's prospects appear bright, and now the key hurdle is whether the NASDAQ will find momentum and exceed previous highs. The base case for this should lean towards the positive as the market is merely in the first year of the economic recovery after the pandemic. Recent price consolidation appears to have created a technical setup for a reawakening of price momentum as consumer activity revives post-pandemic.","news_type":1},"isVote":1,"tweetType":1,"viewCount":732,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":323551232,"gmtCreate":1615359476526,"gmtModify":1704781628495,"author":{"id":"3574731047424094","authorId":"3574731047424094","name":"Rachis","avatar":"https://static.tigerbbs.com/ae27d72e6d81357c96a7b54460d121e6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574731047424094","idStr":"3574731047424094"},"themes":[],"htmlText":"? up up up and away","listText":"? up up up and away","text":"? up up up and away","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/323551232","repostId":"1195513345","repostType":4,"repost":{"id":"1195513345","kind":"news","pubTimestamp":1615356015,"share":"https://ttm.financial/m/news/1195513345?lang=&edition=fundamental","pubTime":"2021-03-10 14:00","market":"us","language":"en","title":"Why Cathie Wood's 3 Stock Favorites Got a Big Boost From the Market Tuesday","url":"https://stock-news.laohu8.com/highlight/detail?id=1195513345","media":"Motley Fool","summary":"The active ETF manager got a big break from Wall Street.\n\nThe stock market soared on Tuesday, making","content":"<blockquote>\n <b>The active ETF manager got a big break from Wall Street.</b>\n</blockquote>\n<p>The stock market soared on Tuesday, making back lost ground from what's been a tough couple of weeks for many investors, especially those focusing on the high-growth stocks in the<b>Nasdaq Composite</b>(NASDAQINDEX:^IXIC). The Nasdaq managed to outpace both the<b>S&amp;P 500</b>(SNPINDEX:^GSPC)and the<b>Dow Jones Industrial Average</b>(DJINDICES:^DJI), but all three finished higher, and the Dow set a new intraday record high before falling back from its best levels of the session.</p>\n<p><img src=\"https://static.tigerbbs.com/8c4f90c680b37bfb6ab2d8ce9d154a1b\" tg-width=\"803\" tg-height=\"249\">One of the investors who's gotten hit hardest by the fallingNasdaqis Cathie Wood, the founder and chief investment officer of popular fund company ARK Invest. Wood's stock picks had been red-hot until the recent market correction. Today, though, her three favorite stocks were back in favor and saw huge gains.</p>\n<p><b>Squaring up</b></p>\n<p><b>Square</b>(NYSE:SQ)is Wood's largest holding in her<b>ARK Fintech Innovation ETF</b>(NYSEMKT:ARKF). Square had been down more than 25% from its recent highs just last month, but the stock picked up ground with an 12% rise on Tuesday.</p>\n<p>The case for Square's core electronic payments network is sound and easy to understand. The company has worked hard to bring key financial services to businesses of all sizes. Wood also likes how Square has embraced cryptocurrencies rather than shying away from their potential application as disruptors to traditional payment systems.</p>\n<p>Strategic moves likeSquare's recent purchase of Tidal, however, take a little more explanation. Square CEO Jack Dorsey believes there's growth potential in creating an ecosystem that resonates with the artist community. It's unclear how that'll play out, but it shows the company's willingness to take risks in surprising directions.</p>\n<p><b>Looking healthier</b></p>\n<p>Meanwhile, in the<b>ARK Genomic Revolution ETF</b>(NYSEMKT:ARKG), you'll find<b>Teladoc Health</b>(NYSE:TDOC)as the biggest holding. Teladoc had taken an even bigger hit, falling about 40% from its highs last month. But Tuesday brought relief in the form of a 9% gain to make back some of those losses.</p>\n<p>Investors have been increasingly wary about stocks that benefited from the stay-at-home mandates of the COVID-19 pandemic. Teladoc went from being a convenience to a necessity during the pandemic, and patients got their first look at what remote medicine might actually look like. Some fear that when the coronavirus crisis is under control, people will simply go back to the old way of doing things andhurt Teladoc's growth.</p>\n<p>That's certainly possible, but the counterargument is that having seen how good remote health services can be, patients might choose to keep using them even when they don't absolutely have to. That makes a share price that's well off its highs look much more attractive, offering a margin of safety for the bull case for Teladoc.</p>\n<p><b>Revving its engines</b></p>\n<p>Finally,&nbsp;<b>Tesla</b>(NASDAQ:TSLA)&nbsp;is by far Wood's favorite stock, as it's the top holding in three different ARK Invest funds.<b>ARK Next Generation Internet ETF</b>(NYSEMKT:ARKW),<b>ARK Autonomous Technology &amp; Robotics ETF</b>(NYSEMKT:ARKQ), and the landmark<b>ARK Innovation ETF</b>(NYSEMKT:ARKK)all have Tesla prominently featured, with as much as 10% of fund assets in the electric automaker's stock. Tesla shares had been down roughly 35% at their worst levels, but a nearly 20% rise on Tuesday added a full $110 back to the stock price.</p>\n<p>One source of optimism about Teslacame from Wall Street analysts. Wedbush issued a new price target of $950 per share, which represented a nearly 70% rise from Monday's closing price of $563. Analyst company New Street upgraded the stock to buy from neutral, setting a $900 price target. Both see good things for the automaker in the next few years, including higher deliveries and opportunities in big markets like China.</p>\n<p>Tesla promises to remain volatile for the foreseeable future. Yet Wood sees Tesla at the forefront of key technological advances in autonomous driving and energy storage, and that could keep interest in the automaker's stock high for a long time.</p>\n<p><b>Getting back on track</b></p>\n<p>Obviously, one day doesn't say anything about the long-term direction of any investment, and today's gains didn't claw back all the losses that these three stocks have suffered in recent weeks. Nevertheless, Tuesday's bounce does show that investors still have confidence in the companies that made it into Wood's portfolio, and many fully expect further increases in share prices for Square, Teladoc, and Tesla far into the 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>Why Cathie Wood's 3 Stock Favorites Got a Big Boost From the Market Tuesday</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 Cathie Wood's 3 Stock Favorites Got a Big Boost From the Market Tuesday\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-10 14:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/03/09/why-cathie-woods-3-stock-favorites-got-a-big-boost/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The active ETF manager got a big break from Wall Street.\n\nThe stock market soared on Tuesday, making back lost ground from what's been a tough couple of weeks for many investors, especially those ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/03/09/why-cathie-woods-3-stock-favorites-got-a-big-boost/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","ARKK":"ARK Innovation ETF","SQ":"Block","ARKQ":"ARK Autonomous Technology & Robotics ETF","ARKF":"ARK Fintech Innovation ETF","ARKW":"ARK Next Generation Internation ETF","TDOC":"Teladoc Health Inc.","ARKG":"ARK Genomic Revolution ETF"},"source_url":"https://www.fool.com/investing/2021/03/09/why-cathie-woods-3-stock-favorites-got-a-big-boost/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195513345","content_text":"The active ETF manager got a big break from Wall Street.\n\nThe stock market soared on Tuesday, making back lost ground from what's been a tough couple of weeks for many investors, especially those focusing on the high-growth stocks in theNasdaq Composite(NASDAQINDEX:^IXIC). The Nasdaq managed to outpace both theS&P 500(SNPINDEX:^GSPC)and theDow Jones Industrial Average(DJINDICES:^DJI), but all three finished higher, and the Dow set a new intraday record high before falling back from its best levels of the session.\nOne of the investors who's gotten hit hardest by the fallingNasdaqis Cathie Wood, the founder and chief investment officer of popular fund company ARK Invest. Wood's stock picks had been red-hot until the recent market correction. Today, though, her three favorite stocks were back in favor and saw huge gains.\nSquaring up\nSquare(NYSE:SQ)is Wood's largest holding in herARK Fintech Innovation ETF(NYSEMKT:ARKF). Square had been down more than 25% from its recent highs just last month, but the stock picked up ground with an 12% rise on Tuesday.\nThe case for Square's core electronic payments network is sound and easy to understand. The company has worked hard to bring key financial services to businesses of all sizes. Wood also likes how Square has embraced cryptocurrencies rather than shying away from their potential application as disruptors to traditional payment systems.\nStrategic moves likeSquare's recent purchase of Tidal, however, take a little more explanation. Square CEO Jack Dorsey believes there's growth potential in creating an ecosystem that resonates with the artist community. It's unclear how that'll play out, but it shows the company's willingness to take risks in surprising directions.\nLooking healthier\nMeanwhile, in theARK Genomic Revolution ETF(NYSEMKT:ARKG), you'll findTeladoc Health(NYSE:TDOC)as the biggest holding. Teladoc had taken an even bigger hit, falling about 40% from its highs last month. But Tuesday brought relief in the form of a 9% gain to make back some of those losses.\nInvestors have been increasingly wary about stocks that benefited from the stay-at-home mandates of the COVID-19 pandemic. Teladoc went from being a convenience to a necessity during the pandemic, and patients got their first look at what remote medicine might actually look like. Some fear that when the coronavirus crisis is under control, people will simply go back to the old way of doing things andhurt Teladoc's growth.\nThat's certainly possible, but the counterargument is that having seen how good remote health services can be, patients might choose to keep using them even when they don't absolutely have to. That makes a share price that's well off its highs look much more attractive, offering a margin of safety for the bull case for Teladoc.\nRevving its engines\nFinally, Tesla(NASDAQ:TSLA) is by far Wood's favorite stock, as it's the top holding in three different ARK Invest funds.ARK Next Generation Internet ETF(NYSEMKT:ARKW),ARK Autonomous Technology & Robotics ETF(NYSEMKT:ARKQ), and the landmarkARK Innovation ETF(NYSEMKT:ARKK)all have Tesla prominently featured, with as much as 10% of fund assets in the electric automaker's stock. Tesla shares had been down roughly 35% at their worst levels, but a nearly 20% rise on Tuesday added a full $110 back to the stock price.\nOne source of optimism about Teslacame from Wall Street analysts. Wedbush issued a new price target of $950 per share, which represented a nearly 70% rise from Monday's closing price of $563. Analyst company New Street upgraded the stock to buy from neutral, setting a $900 price target. Both see good things for the automaker in the next few years, including higher deliveries and opportunities in big markets like China.\nTesla promises to remain volatile for the foreseeable future. Yet Wood sees Tesla at the forefront of key technological advances in autonomous driving and energy storage, and that could keep interest in the automaker's stock high for a long time.\nGetting back on track\nObviously, one day doesn't say anything about the long-term direction of any investment, and today's gains didn't claw back all the losses that these three stocks have suffered in recent weeks. Nevertheless, Tuesday's bounce does show that investors still have confidence in the companies that made it into Wood's portfolio, and many fully expect further increases in share prices for Square, Teladoc, and Tesla far into the future.","news_type":1},"isVote":1,"tweetType":1,"viewCount":81,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":364556042,"gmtCreate":1614866915286,"gmtModify":1704776251052,"author":{"id":"3574731047424094","authorId":"3574731047424094","name":"Rachis","avatar":"https://static.tigerbbs.com/ae27d72e6d81357c96a7b54460d121e6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574731047424094","idStr":"3574731047424094"},"themes":[],"htmlText":"sinking ark","listText":"sinking ark","text":"sinking ark","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/364556042","repostId":"1108020727","repostType":4,"repost":{"id":"1108020727","kind":"news","pubTimestamp":1614866147,"share":"https://ttm.financial/m/news/1108020727?lang=&edition=fundamental","pubTime":"2021-03-04 21:55","market":"us","language":"en","title":"Cathie Wood’s ARKK is under fire","url":"https://stock-news.laohu8.com/highlight/detail?id=1108020727","media":"seekingalpha","summary":"Ark's flagship fund ARK Innovation(NYSEARCA:ARKK)managed by Cathie Wood is under fire again. ARKK cl","content":"<p>Ark's flagship fund ARK Innovation(NYSEARCA:ARKK)managed by Cathie Wood is under fire again. ARKK closed down another&nbsp;6.29%&nbsp;Wednesday after aselloff in some of its major holdings.</p>\n<p>Zillow, which represents 2.76% of ARKK's holdings, fell&nbsp;9.59%&nbsp;Wednesday. The fund's 2nd-largest holding Roku was down&nbsp;6.46%, and top holding Telsa - making up nearly 10% of the fund - was down&nbsp;5.06%.</p>\n<p>Since ARKK’s peak back on February 16th, the fund has plummeted&nbsp;21.66%, going from $159.70 to Wednesday’s close of $125.11. Furthermore, ARKK is down&nbsp;1.1%&nbsp;to $123.77 in premarket action.</p>\n<p>The disruptive and innovative fashion that Cathie Wood stands by is having market participants stop and scratch their heads. Being that the fund has a focus on long-term growth it means they have placed short term profitability in the rearview mirror. Two-thirds of its total holdings did not earn a profit last year, which can be concerning to many.</p>\n<p>ARKK is not the only ETF by Cathie Wood that is catching heat. See how ARK Innovation (ARKK), ARK Autonomous Technology &amp; Robotics(BATS:ARKQ), ARK Next Generation Internet(NYSEARCA:ARKW)and ARK Genomic Revolution ETF(BATS:ARKG)all faired against the S&amp;P 500 since the beginning of February 2021.</p>\n<p><img src=\"https://static.tigerbbs.com/faf1b7fa4436ecdf8addd3cfe3a807e2\" tg-width=\"1280\" tg-height=\"663\"></p>","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>Cathie Wood’s ARKK is under fire</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\">\nCathie Wood’s ARKK is under fire\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-04 21:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3669319-cathie-woods-arkk-is-under-fire><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Ark's flagship fund ARK Innovation(NYSEARCA:ARKK)managed by Cathie Wood is under fire again. ARKK closed down another 6.29% Wednesday after aselloff in some of its major holdings.\nZillow, which ...</p>\n\n<a href=\"https://seekingalpha.com/news/3669319-cathie-woods-arkk-is-under-fire\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ARKW":"ARK Next Generation Internation ETF","ARKG":"ARK Genomic Revolution ETF","ARKK":"ARK Innovation ETF","ARKQ":"ARK Autonomous Technology & Robotics ETF"},"source_url":"https://seekingalpha.com/news/3669319-cathie-woods-arkk-is-under-fire","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1108020727","content_text":"Ark's flagship fund ARK Innovation(NYSEARCA:ARKK)managed by Cathie Wood is under fire again. ARKK closed down another 6.29% Wednesday after aselloff in some of its major holdings.\nZillow, which represents 2.76% of ARKK's holdings, fell 9.59% Wednesday. The fund's 2nd-largest holding Roku was down 6.46%, and top holding Telsa - making up nearly 10% of the fund - was down 5.06%.\nSince ARKK’s peak back on February 16th, the fund has plummeted 21.66%, going from $159.70 to Wednesday’s close of $125.11. Furthermore, ARKK is down 1.1% to $123.77 in premarket action.\nThe disruptive and innovative fashion that Cathie Wood stands by is having market participants stop and scratch their heads. Being that the fund has a focus on long-term growth it means they have placed short term profitability in the rearview mirror. Two-thirds of its total holdings did not earn a profit last year, which can be concerning to many.\nARKK is not the only ETF by Cathie Wood that is catching heat. See how ARK Innovation (ARKK), ARK Autonomous Technology & Robotics(BATS:ARKQ), ARK Next Generation Internet(NYSEARCA:ARKW)and ARK Genomic Revolution ETF(BATS:ARKG)all faired against the S&P 500 since the beginning of February 2021.","news_type":1},"isVote":1,"tweetType":1,"viewCount":66,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":160365089,"gmtCreate":1623772970841,"gmtModify":1703819058402,"author":{"id":"3574731047424094","authorId":"3574731047424094","name":"Rachis","avatar":"https://static.tigerbbs.com/ae27d72e6d81357c96a7b54460d121e6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574731047424094","idStr":"3574731047424094"},"themes":[],"htmlText":"[Sweats]&nbsp;","listText":"[Sweats]&nbsp;","text":"[Sweats]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/160365089","repostId":"1191245053","repostType":4,"repost":{"id":"1191245053","kind":"news","pubTimestamp":1623762167,"share":"https://ttm.financial/m/news/1191245053?lang=&edition=fundamental","pubTime":"2021-06-15 21:02","market":"us","language":"en","title":"Quad-Witch Quandary: How Will Friday's $2 Trillion Gamma Expiration Impact Markets","url":"https://stock-news.laohu8.com/highlight/detail?id=1191245053","media":"zerohedge","summary":"Last week, when discussing thebizarre summer doldrumsin the market which pushed the VIX to the lowest level since the onset of the covid pandemic, we said that this period of abnormal market quiet is likely to last until this Friday' quad-witch, when a massive amount of gamma and delta expire and are de-risked, in the process eliminating one of the natural downside stock buffers .So picking up on the topic of Friday' potentially market-moving opex, Goldman' in-house derivatives expert, Rocky Fis","content":"<p>Last week, when discussing thebizarre summer doldrumsin the market which pushed the VIX to the lowest level since the onset of the covid pandemic, we said that this period of abnormal market quiet is likely to last until this Friday' quad-witch, when a massive amount of gamma and delta expire and are de-risked, in the process eliminating one of the natural downside stock buffers (see \"4 Reasons Why The Market Doldrums End With Next Friday's Op-Ex\").</p>\n<p>So picking up on the topic of Friday' potentially market-moving opex, Goldman' in-house derivatives expert, Rocky Fishman, previews June’s upcoming expiration which he dubs as \"large - comparable to a typical quarterly.\" Specifically,<b>there are $1.8 trillion of SPX options expiring on Friday, in addition to $240 billion of SPY options and $200 billion of options on SPX and SPX E-mini futures.</b></p>\n<p><img src=\"https://static.tigerbbs.com/0d1ece116794c7f6523250fd682450e3\" tg-width=\"959\" tg-height=\"765\" referrerpolicy=\"no-referrer\"></p>\n<p>Yet while these totals are massive,<b>when adjusted for the index’s size the amount of expiring options within 10% of current spot is smaller than just about any quarterly over the past decade.</b></p>\n<p><img src=\"https://static.tigerbbs.com/534b677774a92a59d4fe08f09359932b\" tg-width=\"500\" tg-height=\"298\" referrerpolicy=\"no-referrer\"></p>\n<p>It's worth noting that according to Goldman estimates that combos account<b>for 15-20% of SPX options,</b>so an adjusted open interest total would add up to $1.5tln, still much larger than total expiring single stock open interest ($775bln). Furthermore, with stocks at all time highs, it is to be expected that most of the June open interest is below the current SPX spot price. As shown in the chart below, the dual peaks are at 3,900 and 4,150. This means that after Friday, there may be a certain \"anti\"-gravity around those spots until gamma is refilled.</p>\n<p><img src=\"https://static.tigerbbs.com/adfcada2b0ef3f2ebbd684649a613043\" tg-width=\"936\" tg-height=\"541\" referrerpolicy=\"no-referrer\"></p>\n<p>The Goldman strategist then explains what he believes is below the abnormally low level of realized market vol, noting that - as we discussed last week - it is consistent with long gamma positioning. Consider that SPX<b>realized volatility over the past 13 trading days has been just 5.1% - the lowest 13-day realized vol since 2019.</b></p>\n<p><img src=\"https://static.tigerbbs.com/afffda1e07736784ad695d95a9936421\" tg-width=\"952\" tg-height=\"558\" referrerpolicy=\"no-referrer\"></p>\n<p>This contrasts with extreme volatility in pockets of the single stock market; AMC, which had the highest contract volume among single stocks last week (but far less notional volume at$7bln/day than AMZN’s leading $120bln/day), has had close to 400% realized vol over the same period.</p>\n<p><img src=\"https://static.tigerbbs.com/df2b7aeaadb37160a7eaf0ac08ba31de\" tg-width=\"1236\" tg-height=\"561\" referrerpolicy=\"no-referrer\"></p>\n<p>Then, as Nomura's Charlie McElligott first noted last week, Goldman's derivatives team agrees that<b>the extremely low SPX realized volatility is consistent with the possibility that 18-Jun has left “the street” long index gamma, in which case Fishman echoeswhat we said last week, namely that \"realized volatility could pick up once positions are cleaner. \"</b>Meanwhile, the rising beta of VIX futures to the SPX indicates that investors expect short gamma dynamics to pick up should markets sell off. Translation:<u><b>the market will become much more volatile in a selloff.</b></u></p>\n<p><img src=\"https://static.tigerbbs.com/76b01b8a05b70ec4f343626b1fad491b\" tg-width=\"931\" tg-height=\"560\" referrerpolicy=\"no-referrer\"></p>\n<p>Meanwhile, and in keeping with the latest memo stock squeeze, Goldman also notes that while single stock option volumes continue to be high, it is well short of Q1 peaks. The large percentage of all single stock option activity driven by retail, and the predictive value of retail activity, have both heightened the attention on the single stock option market in recent weeks. Recent growth in single stock option activity has been concentrated in low-share-price stocks, leaving a shar prise in contract-volume over the past two weeks that has not been matched by notional volume. When adjusting notional volume for the size of the equity market, Goldman finds that single stock volume has actually been on the low of its 2021 range over the past two weeks which means that the latest ramps had little to no gamma squeeze components to them.</p>\n<p><img src=\"https://static.tigerbbs.com/9c6c3df49e3e5d1e4a7a0d9c24696e6a\" tg-width=\"1212\" tg-height=\"608\" referrerpolicy=\"no-referrer\"></p>\n<p>One final point which we discussed recently and which is in keeping with the growing retail participation in trading, is Goldman's observation that the trend toward shorter-dated SPX options (weeklies) and away from quarterlies, continues. That also is one of the reasons why Friday’s SPX expiration is smaller than many recent quarterlies, and why as it as approached expiration, its trading volume has been falling.</p>\n<p>As Goldman explains, investors have been increasingly adopting the full calendar of SPX expirations, including expirations every Monday and Wednesday, as they tailor their views around events. In fact,<b>the percentage of SPX option volume happening in 3rd Friday expirations is at an all-time low,</b>and is now smaller than the percentage happening in Monday and Wednesday expirations. One explanation for heightened ultra-short-dated volumes is the strong single stock volumes: and here an interest suggesting from Goldman - \"to the extent market makers are unable to cover the short single stock gamma generated by retail investors’ call buying, they may be actively trading long positions in strips of ultra-short-dated SPX index options to offset this gamma.\"</p>\n<p><img src=\"https://static.tigerbbs.com/bd0e886a62a61c70b0f299bd6c032a24\" tg-width=\"954\" tg-height=\"1128\" referrerpolicy=\"no-referrer\"></p>\n<p>Why is this important? because if this trend is large enough, it directly contributes to low implied and realized correlation.<b>Ironically, by ramping single name, \"most-shorted names\", retail investors are ushering a period of unorthodox calm across the rest of the market!</b></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>Quad-Witch Quandary: How Will Friday's $2 Trillion Gamma Expiration Impact Markets</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\">\nQuad-Witch Quandary: How Will Friday's $2 Trillion Gamma Expiration Impact Markets\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-15 21:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.zerohedge.com/markets/quad-witch-quandary-how-will-fridays-2-trillion-gamma-expiration-impact-markets><strong>zerohedge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Last week, when discussing thebizarre summer doldrumsin the market which pushed the VIX to the lowest level since the onset of the covid pandemic, we said that this period of abnormal market quiet is ...</p>\n\n<a href=\"https://www.zerohedge.com/markets/quad-witch-quandary-how-will-fridays-2-trillion-gamma-expiration-impact-markets\">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",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://www.zerohedge.com/markets/quad-witch-quandary-how-will-fridays-2-trillion-gamma-expiration-impact-markets","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191245053","content_text":"Last week, when discussing thebizarre summer doldrumsin the market which pushed the VIX to the lowest level since the onset of the covid pandemic, we said that this period of abnormal market quiet is likely to last until this Friday' quad-witch, when a massive amount of gamma and delta expire and are de-risked, in the process eliminating one of the natural downside stock buffers (see \"4 Reasons Why The Market Doldrums End With Next Friday's Op-Ex\").\nSo picking up on the topic of Friday' potentially market-moving opex, Goldman' in-house derivatives expert, Rocky Fishman, previews June’s upcoming expiration which he dubs as \"large - comparable to a typical quarterly.\" Specifically,there are $1.8 trillion of SPX options expiring on Friday, in addition to $240 billion of SPY options and $200 billion of options on SPX and SPX E-mini futures.\n\nYet while these totals are massive,when adjusted for the index’s size the amount of expiring options within 10% of current spot is smaller than just about any quarterly over the past decade.\n\nIt's worth noting that according to Goldman estimates that combos accountfor 15-20% of SPX options,so an adjusted open interest total would add up to $1.5tln, still much larger than total expiring single stock open interest ($775bln). Furthermore, with stocks at all time highs, it is to be expected that most of the June open interest is below the current SPX spot price. As shown in the chart below, the dual peaks are at 3,900 and 4,150. This means that after Friday, there may be a certain \"anti\"-gravity around those spots until gamma is refilled.\n\nThe Goldman strategist then explains what he believes is below the abnormally low level of realized market vol, noting that - as we discussed last week - it is consistent with long gamma positioning. Consider that SPXrealized volatility over the past 13 trading days has been just 5.1% - the lowest 13-day realized vol since 2019.\n\nThis contrasts with extreme volatility in pockets of the single stock market; AMC, which had the highest contract volume among single stocks last week (but far less notional volume at$7bln/day than AMZN’s leading $120bln/day), has had close to 400% realized vol over the same period.\n\nThen, as Nomura's Charlie McElligott first noted last week, Goldman's derivatives team agrees thatthe extremely low SPX realized volatility is consistent with the possibility that 18-Jun has left “the street” long index gamma, in which case Fishman echoeswhat we said last week, namely that \"realized volatility could pick up once positions are cleaner. \"Meanwhile, the rising beta of VIX futures to the SPX indicates that investors expect short gamma dynamics to pick up should markets sell off. Translation:the market will become much more volatile in a selloff.\n\nMeanwhile, and in keeping with the latest memo stock squeeze, Goldman also notes that while single stock option volumes continue to be high, it is well short of Q1 peaks. The large percentage of all single stock option activity driven by retail, and the predictive value of retail activity, have both heightened the attention on the single stock option market in recent weeks. Recent growth in single stock option activity has been concentrated in low-share-price stocks, leaving a shar prise in contract-volume over the past two weeks that has not been matched by notional volume. When adjusting notional volume for the size of the equity market, Goldman finds that single stock volume has actually been on the low of its 2021 range over the past two weeks which means that the latest ramps had little to no gamma squeeze components to them.\n\nOne final point which we discussed recently and which is in keeping with the growing retail participation in trading, is Goldman's observation that the trend toward shorter-dated SPX options (weeklies) and away from quarterlies, continues. That also is one of the reasons why Friday’s SPX expiration is smaller than many recent quarterlies, and why as it as approached expiration, its trading volume has been falling.\nAs Goldman explains, investors have been increasingly adopting the full calendar of SPX expirations, including expirations every Monday and Wednesday, as they tailor their views around events. In fact,the percentage of SPX option volume happening in 3rd Friday expirations is at an all-time low,and is now smaller than the percentage happening in Monday and Wednesday expirations. One explanation for heightened ultra-short-dated volumes is the strong single stock volumes: and here an interest suggesting from Goldman - \"to the extent market makers are unable to cover the short single stock gamma generated by retail investors’ call buying, they may be actively trading long positions in strips of ultra-short-dated SPX index options to offset this gamma.\"\n\nWhy is this important? because if this trend is large enough, it directly contributes to low implied and realized correlation.Ironically, by ramping single name, \"most-shorted names\", retail investors are ushering a period of unorthodox calm across the rest of the market!","news_type":1},"isVote":1,"tweetType":1,"viewCount":300,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":342403237,"gmtCreate":1618235464029,"gmtModify":1704707904461,"author":{"id":"3574731047424094","authorId":"3574731047424094","name":"Rachis","avatar":"https://static.tigerbbs.com/ae27d72e6d81357c96a7b54460d121e6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574731047424094","idStr":"3574731047424094"},"themes":[],"htmlText":"interesting","listText":"interesting","text":"interesting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/342403237","repostId":"1137529737","repostType":4,"repost":{"id":"1137529737","kind":"news","pubTimestamp":1618184239,"share":"https://ttm.financial/m/news/1137529737?lang=&edition=fundamental","pubTime":"2021-04-12 07:37","market":"us","language":"en","title":"JPMorgan Chase, Nvidia, Goldman Sachs, Coinbase, and Other Stocks for Investors to Watch This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=1137529737","media":"Barrons","summary":"First-quarter earnings season kicks off this week, beginning as always with results from several of ","content":"<p>First-quarter earnings season kicks off this week, beginning as always with results from several of the largest U.S. banks. Goldman Sachs Group, JPMorgan Chase, and Wells Fargo report on Wednesday, followed&nbsp;by Bank of&nbsp;America and Citigroup on Thursday and Morgan Stanley on Friday.</p><p>Other notable companies reporting this week include industrial&nbsp;supplier&nbsp;Fastenalon Tuesday.Delta Air Lines,PepsiCo,and&nbsp;UnitedHealth Group&nbsp;publish results on Thursday. And&nbsp;Kansas City Southern&nbsp;reports on Friday.&nbsp; A total of 22&nbsp;S&amp;P 500&nbsp;companies report this week, followed by 64 next week.</p><p><img src=\"https://static.tigerbbs.com/ac3c413681d3a9e134223c4d1a02d883\" tg-width=\"1410\" tg-height=\"586\" referrerpolicy=\"no-referrer\"></p><p>It’s also a busy week for economic data. On Tuesday, the Bureau of Labor Statistics reports the consumer price index for March and the National Federation of Independent Business releases its Small Business Optimism Index for March. Then on Thursday, the Census Bureau reports retail sales data for March. And on Friday, the University of Michigan releases its Consumer Sentiment Index for April.</p><p>Housing-market data out this week include the National Association of Home Builders’ NAHB/Wells Fargo Housing Market Index for April on Thursday and the Census Bureau’s new residential construction data for March on Friday.</p><p><b>Monday 4/12</b></p><p>Nvidia&nbsp;hosts its 2021 investor day in conjunction with its GPU Technology conference. Nvidia CEO Jensen Huang will give the keynote address.</p><p><b>Tuesday 4/13</b></p><p>Fastenal reports quarterly results.</p><p><b>The Bureau of Labor</b>&nbsp;Statistics reports the consumer price index for March. Economists forecast a 0.4% monthly increase, matching the February data. The core CPI, which excludes volatile food and energy prices, is expected to rise 0.2%, after edging up 0.1% in February.</p><p><b>The National Federation</b>&nbsp;of Independent Business releases its Small Business Optimism Index for March. Consensus estimate is for a 98 reading, higher than February’s 95.8.</p><p><b>Wednesday 4/14</b></p><p><b>Earnings season begins</b>&nbsp;in earnest with some of the largest money-center and investment banks reporting. JPMorgan Chase, Wells Fargo, and Goldman Sachs Group release first-quarter results before the market open.</p><p>First Republic Bankreleases earnings.</p><p><b>Coinbase Global</b>&nbsp;is set to&nbsp;make its Wall Street debut&nbsp;on Wednesday through a direct listing of its shares on the Nasdaq.</p><p><b>The BLS reports</b>&nbsp;export and import price data for March. Expectations are for a 1% month-over-month rise in export prices, while import prices are seen increasing 0.8%. This compares with gains of 1.6% and 1.3%, respectively, in February.</p><p><b>The Federal Reserve</b>&nbsp;releases the beige book for the second of eight times this year. The beige book gathers anecdotal information on current economic conditions from the 12 Fed districts.</p><p><b>Thursday 4/15</b></p><p>Bank of America,BlackRock,Charles Schwab,Citigroup, Delta Air Lines, PepsiCo,PPG Industries,Truist Financial,U.S. Bancorp,and UnitedHealth Group report quarterly results.</p><p><b>The National Association</b>&nbsp;of Home Builders releases its NAHB/Wells Fargo Housing Market Index for April. Economists forecast an 84.5 reading, greater than the March data. Any reading above 50 indicates that home builders are bullish on the housing market for the next six months.</p><p><b>The Census Bureau</b>&nbsp;reports retail sales data for March. The consensus call is for consumer spending to rise 1.3% month over month, after declining 3% in February.</p><p><b>Friday 4/16</b></p><p>Bank of New York Mellon,Citizens Financial Group,Kansas City Southern, Morgan Stanley,PNC Financial Services Group,and&nbsp;State Street&nbsp;hold conference calls to discuss earnings.</p><p><b>The University of Michigan</b>&nbsp;releases its Consumer Sentiment Index for April. Expectations are for an 88 reading. March’s 84.9 figure was the highest since a year earlier.</p><p><b>The Census Bureau</b>&nbsp;reports new residential construction data for March. Economists forecast a seasonally adjusted annual rate of 1.61 million housing starts, a 13% month-over-month increase.</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>JPMorgan Chase, Nvidia, Goldman Sachs, Coinbase, and Other Stocks for Investors to Watch This Week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nJPMorgan Chase, Nvidia, Goldman Sachs, Coinbase, and Other Stocks for Investors to Watch This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-12 07:37 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/jpmorgan-chase-nvidia-goldman-sachs-delta-and-other-stocks-for-investors-to-watch-this-week-51618167609?mod=hp_LEAD_2><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>First-quarter earnings season kicks off this week, beginning as always with results from several of the largest U.S. banks. Goldman Sachs Group, JPMorgan Chase, and Wells Fargo report on Wednesday, ...</p>\n\n<a href=\"https://www.barrons.com/articles/jpmorgan-chase-nvidia-goldman-sachs-delta-and-other-stocks-for-investors-to-watch-this-week-51618167609?mod=hp_LEAD_2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GS":"高盛","WFC":"富国银行","NVDA":"英伟达",".DJI":"道琼斯","MS":"摩根士丹利","COIN":"Coinbase Global, Inc.",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","JPM":"摩根大通"},"source_url":"https://www.barrons.com/articles/jpmorgan-chase-nvidia-goldman-sachs-delta-and-other-stocks-for-investors-to-watch-this-week-51618167609?mod=hp_LEAD_2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137529737","content_text":"First-quarter earnings season kicks off this week, beginning as always with results from several of the largest U.S. banks. Goldman Sachs Group, JPMorgan Chase, and Wells Fargo report on Wednesday, followed by Bank of America and Citigroup on Thursday and Morgan Stanley on Friday.Other notable companies reporting this week include industrial supplier Fastenalon Tuesday.Delta Air Lines,PepsiCo,and UnitedHealth Group publish results on Thursday. And Kansas City Southern reports on Friday.  A total of 22 S&P 500 companies report this week, followed by 64 next week.It’s also a busy week for economic data. On Tuesday, the Bureau of Labor Statistics reports the consumer price index for March and the National Federation of Independent Business releases its Small Business Optimism Index for March. Then on Thursday, the Census Bureau reports retail sales data for March. And on Friday, the University of Michigan releases its Consumer Sentiment Index for April.Housing-market data out this week include the National Association of Home Builders’ NAHB/Wells Fargo Housing Market Index for April on Thursday and the Census Bureau’s new residential construction data for March on Friday.Monday 4/12Nvidia hosts its 2021 investor day in conjunction with its GPU Technology conference. Nvidia CEO Jensen Huang will give the keynote address.Tuesday 4/13Fastenal reports quarterly results.The Bureau of Labor Statistics reports the consumer price index for March. Economists forecast a 0.4% monthly increase, matching the February data. The core CPI, which excludes volatile food and energy prices, is expected to rise 0.2%, after edging up 0.1% in February.The National Federation of Independent Business releases its Small Business Optimism Index for March. Consensus estimate is for a 98 reading, higher than February’s 95.8.Wednesday 4/14Earnings season begins in earnest with some of the largest money-center and investment banks reporting. JPMorgan Chase, Wells Fargo, and Goldman Sachs Group release first-quarter results before the market open.First Republic Bankreleases earnings.Coinbase Global is set to make its Wall Street debut on Wednesday through a direct listing of its shares on the Nasdaq.The BLS reports export and import price data for March. Expectations are for a 1% month-over-month rise in export prices, while import prices are seen increasing 0.8%. This compares with gains of 1.6% and 1.3%, respectively, in February.The Federal Reserve releases the beige book for the second of eight times this year. The beige book gathers anecdotal information on current economic conditions from the 12 Fed districts.Thursday 4/15Bank of America,BlackRock,Charles Schwab,Citigroup, Delta Air Lines, PepsiCo,PPG Industries,Truist Financial,U.S. Bancorp,and UnitedHealth Group report quarterly results.The National Association of Home Builders releases its NAHB/Wells Fargo Housing Market Index for April. Economists forecast an 84.5 reading, greater than the March data. Any reading above 50 indicates that home builders are bullish on the housing market for the next six months.The Census Bureau reports retail sales data for March. The consensus call is for consumer spending to rise 1.3% month over month, after declining 3% in February.Friday 4/16Bank of New York Mellon,Citizens Financial Group,Kansas City Southern, Morgan Stanley,PNC Financial Services Group,and State Street hold conference calls to discuss earnings.The University of Michigan releases its Consumer Sentiment Index for April. Expectations are for an 88 reading. March’s 84.9 figure was the highest since a year earlier.The Census Bureau reports new residential construction data for March. Economists forecast a seasonally adjusted annual rate of 1.61 million housing starts, a 13% month-over-month increase.","news_type":1},"isVote":1,"tweetType":1,"viewCount":248,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":343275176,"gmtCreate":1617721445095,"gmtModify":1704702307291,"author":{"id":"3574731047424094","authorId":"3574731047424094","name":"Rachis","avatar":"https://static.tigerbbs.com/ae27d72e6d81357c96a7b54460d121e6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574731047424094","idStr":"3574731047424094"},"themes":[],"htmlText":"may the force be wEV you","listText":"may the force be wEV you","text":"may the force be wEV you","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/343275176","repostId":"1115618527","repostType":4,"repost":{"id":"1115618527","kind":"news","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":1617720430,"share":"https://ttm.financial/m/news/1115618527?lang=&edition=fundamental","pubTime":"2021-04-06 22:47","market":"us","language":"en","title":"'New force of Chinese car maker' rebound","url":"https://stock-news.laohu8.com/highlight/detail?id=1115618527","media":"Tiger Newspress","summary":"'New force of Chinese car maker' rebound in Tuesday morning trading.Xpeng Motors was up more than 3%","content":"<p>'New force of Chinese car maker' rebound&nbsp;in Tuesday morning trading.Xpeng Motors was up more than 3%,Nio and Li Auto was up more tha 2%.</p><p><img src=\"https://static.tigerbbs.com/8dfde2999bf2477960c9b8a2e500391b\" tg-width=\"428\" tg-height=\"187\" referrerpolicy=\"no-referrer\"></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>'New force of Chinese car maker' rebound</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'New force of Chinese car maker' rebound\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\">2021-04-06 22:47</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>'New force of Chinese car maker' rebound&nbsp;in Tuesday morning trading.Xpeng Motors was up more than 3%,Nio and Li Auto was up more tha 2%.</p><p><img src=\"https://static.tigerbbs.com/8dfde2999bf2477960c9b8a2e500391b\" tg-width=\"428\" tg-height=\"187\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LI":"理想汽车","XPEV":"小鹏汽车","NIO":"蔚来"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115618527","content_text":"'New force of Chinese car maker' rebound in Tuesday morning trading.Xpeng Motors was up more than 3%,Nio and Li Auto was up more tha 2%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":341,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":355957654,"gmtCreate":1617025923578,"gmtModify":1704801011891,"author":{"id":"3574731047424094","authorId":"3574731047424094","name":"Rachis","avatar":"https://static.tigerbbs.com/ae27d72e6d81357c96a7b54460d121e6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574731047424094","idStr":"3574731047424094"},"themes":[],"htmlText":"oh dear","listText":"oh dear","text":"oh dear","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/355957654","repostId":"1180199356","repostType":4,"repost":{"id":"1180199356","kind":"news","pubTimestamp":1617025247,"share":"https://ttm.financial/m/news/1180199356?lang=&edition=fundamental","pubTime":"2021-03-29 21:40","market":"us","language":"en","title":"Bank stocks drop after Archegos Capital collapses","url":"https://stock-news.laohu8.com/highlight/detail?id=1180199356","media":"seekingalpha","summary":"Some of the biggest global banks drop in market trading after Archegos Capital, the family office ru","content":"<p>Some of the biggest global banks drop in market trading after Archegos Capital, the family office run by Bill Hwang,wasforced to liquidate, putting the banks in danger of losing billions of dollars.</p><p>Credit Suisse&nbsp;sinks 13%, Nomura&nbsp;slides 13%, Goldman Sachs&nbsp;drops 1%, and Morgan Stanley&nbsp;falls 2.78%, Deutsche Bank&nbsp;dips 2.96%.</p><p><img src=\"https://static.tigerbbs.com/467f28f9b672edc77c3cf438b196dccb\" tg-width=\"279\" tg-height=\"202\" referrerpolicy=\"no-referrer\"></p><p>While it didn't name the client, Credit Suisse&nbsp;warnedinvestors of&nbsp; a \"significant loss\" because it was forced to exit positions after \"a significant U.S.-based hedge fund defaulted on margin calls made last week\" made by CS and a number of other banks, the company said.</p><p>BofA Securities analyst Alastair Ryan downgraded CS to Neutral and reduced his 2021 forecast for the bank and price target due to the losses on the liquidation. \"We believe its capital cushion has likely been reduced to the point where its buyback is directly affected,\" Ryan wrote in a note to clients. (Updated at 7:45 AM ET.)</p><p>Nomura also said it mayincur a significant lossarising from transactions with a U.S. client; it's still calculating its possible loss from the event andestimates the claimagainst the client at ~$2B.</p><p>Morgan Stanley (MS), Goldman Sachs (GS), and Deutsche Bank (DB) are also reported to have been involved. MS and GS didn't immediately respond to request for comment.</p><p>Also see,ViacomCBS block of 45M shares was being offered by Morgan Stanley on Sunday</p><p>Earlier,Morgan Stanley had 'disturbing' widening in credit default swaps late last week, expert says.</p>","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>Bank stocks drop after Archegos Capital collapses</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\">\nBank stocks drop after Archegos Capital collapses\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-29 21:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3677088-bank-stocks-drop-after-archegos-capital-collapses><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Some of the biggest global banks drop in market trading after Archegos Capital, the family office run by Bill Hwang,wasforced to liquidate, putting the banks in danger of losing billions of dollars....</p>\n\n<a href=\"https://seekingalpha.com/news/3677088-bank-stocks-drop-after-archegos-capital-collapses\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/69af882c29a3ff047224139fe1096d17","relate_stocks":{"MS":"摩根士丹利","GS":"高盛","DB":"德意志银行","NMR":"野村控股"},"source_url":"https://seekingalpha.com/news/3677088-bank-stocks-drop-after-archegos-capital-collapses","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1180199356","content_text":"Some of the biggest global banks drop in market trading after Archegos Capital, the family office run by Bill Hwang,wasforced to liquidate, putting the banks in danger of losing billions of dollars.Credit Suisse sinks 13%, Nomura slides 13%, Goldman Sachs drops 1%, and Morgan Stanley falls 2.78%, Deutsche Bank dips 2.96%.While it didn't name the client, Credit Suisse warnedinvestors of  a \"significant loss\" because it was forced to exit positions after \"a significant U.S.-based hedge fund defaulted on margin calls made last week\" made by CS and a number of other banks, the company said.BofA Securities analyst Alastair Ryan downgraded CS to Neutral and reduced his 2021 forecast for the bank and price target due to the losses on the liquidation. \"We believe its capital cushion has likely been reduced to the point where its buyback is directly affected,\" Ryan wrote in a note to clients. (Updated at 7:45 AM ET.)Nomura also said it mayincur a significant lossarising from transactions with a U.S. client; it's still calculating its possible loss from the event andestimates the claimagainst the client at ~$2B.Morgan Stanley (MS), Goldman Sachs (GS), and Deutsche Bank (DB) are also reported to have been involved. MS and GS didn't immediately respond to request for comment.Also see,ViacomCBS block of 45M shares was being offered by Morgan Stanley on SundayEarlier,Morgan Stanley had 'disturbing' widening in credit default swaps late last week, expert says.","news_type":1},"isVote":1,"tweetType":1,"viewCount":168,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":370295732,"gmtCreate":1618584789326,"gmtModify":1704713145563,"author":{"id":"3574731047424094","authorId":"3574731047424094","name":"Rachis","avatar":"https://static.tigerbbs.com/ae27d72e6d81357c96a7b54460d121e6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574731047424094","idStr":"3574731047424094"},"themes":[],"htmlText":"needing to plug the leak","listText":"needing to plug the leak","text":"needing to plug the leak","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/370295732","repostId":"2127370148","repostType":4,"repost":{"id":"2127370148","kind":"highlight","pubTimestamp":1618582740,"share":"https://ttm.financial/m/news/2127370148?lang=&edition=fundamental","pubTime":"2021-04-16 22:19","market":"us","language":"en","title":"After Falling More Than 50%, Is Plug Power Stock a Buy?","url":"https://stock-news.laohu8.com/highlight/detail?id=2127370148","media":"Motley Fool","summary":"The stock's valuation has improved, but has it improved enough?","content":"<p>(April 16)&nbsp;Plug Power rose about 2% in Friday morning  trading.</p><p><img src=\"https://static.tigerbbs.com/a283a71a3335b2766f24fab986e05f37\" tg-width=\"708\" tg-height=\"500\"></p><p>Fuel cell maker <b>Plug Power</b>'s (NASDAQ:PLUG) stock has fallen nearly 60% from its high price of more than $73 this year. The company is working aggressively to grow its sales and has recently entered into several key partnerships that should help it achieve this goal. With enhanced growth prospects and a lower price, the stock's valuation has improved. Let's see if it has changed enough to make the stock a buy right now.</p><h3>Improved valuation</h3><p>In January, Plug Power stock was trading at a price-to-sales ratio of around 104. The ratio has now fallen to 51. Based on 2021 estimated sales, the ratio stands at around 37. Surely it has improved a lot from its January levels.</p><p><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F621481%2Fhydrogen-fuel-cells-next-to-h2-written-with-green-leaves.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"498\" referrerpolicy=\"no-referrer\"></p><p>Image source: Getty Images.</p><p>Going by Plug Power's estimates of $1.7 billion sales in 2024, the price-to-sales ratio falls to a saner level of around 10. For a fast-growing company, that kind of ratio isn't too unusual. So <i>if</i> the company can grow its sales as it is guiding, its valuation can make some sense. It is noteworthy that the price-to-sales-ratio calculation for 2024 sales doesn't take into account potential dilution. In the last year, Plug Power's outstanding shares have increased 82%.</p><h3>Focus on growth</h3><p>Plug Power has been taking aggressive steps to grow its top line. In February the company announced its plan to build a green hydrogen production facility in New York with a production capacity of 45 metric tons per day. Plug Power also recently signed a previously announced deal whereby South Korea's SK Group will invest $1.6 billion in Plug Power in exchange for a 9.6% stake in the company. The two companies plan to jointly establish a huge fuel cell and electrolyzer production facility in South Korea. The South Korean government has set ambitious goals for promoting hydrogen use in the country, which should benefit Plug Power.</p><p>The company has also entered into partnership with automaker <b>Renault</b>. A planned joint venture with Renault will target a 30% share of the fuel-cell-powered light commercial vehicle market in Europe. That would be huge as 30% of the light vehicle market is expected to be around 500,000 vehicles by 2030.&nbsp;Plug Power has also announced a partnership with ACCONIA, a leading developer of sustainable infrastructure solutions. With an expected investment of over 2 billion euros, the joint venture will aim to capture 20% share of Spain and Portugal's green hydrogen market by 2030.</p><p>So Plug Power's 2024 sales guidance of $1.7 billion and sales growth beyond that look achievable. However, sales are just <a href=\"https://laohu8.com/S/AONE\">one</a> part of the story. Let's turn our attention to other key metrics as well as risks.</p><h3>Can Plug Power become profitable?</h3><p>With its sales target looking more realistic, the next key concern is attaining profitability. After all, the company has been growing its revenue for years. The company hopes to achieve gross margins of more than 20% by 2022 and improve beyond that. But achieving bottom-line profits looks much more difficult.</p><p>Plug Power currently derives roughly 94% of its revenue from the material handling business, which primarily supplies fuel cells for forklifts. Despite boasting a list of prominent customers, the company hasn't been profitable in this segment so far. By 2024, the company hopes to generate $750 million from the material handling segment, with the remaining nearly $1 billion coming from stationary base load power generation and fuel cell powered vehicles.</p><p>Considering that Plug Power hasn't been profitable in a segment it has been operating in for years, it might be a big challenge for it to turn the bottom line green in a new segment. Moreover, if fuel-cell-powered vehicles' growth remains subdued, it can potentially limit Plug Power's growth as well as its margins.</p><p><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F621481%2Fhand-turns-a-dice-and-changes-the-expression-bev-battery-electric-vehicle-to-fcev-fuel-cell-electric-vehicle.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"320\" referrerpolicy=\"no-referrer\"></p><p>Image source: Getty Images.</p><p>Plug Power hopes to benefit significantly from governmental incentives such as LCFS (low carbon fuel standard) credits in California and similar potential credits for green hydrogen under President Biden's climate plan. Further, Plug Power is looking to get a&nbsp;$520 million&nbsp;loan from the U.S. Department of Energy under its loan guarantee program. However, as the adoption of fuel cell technology remains slow, these incentives too would likely be slower and lower than the company would like them to be.</p><p>It's important here to understand why Plug Power isn't profitable after 20 years of operation. It's not that the company is making huge capital investments that will generate income for it at some point. If that were the case, the stock's prospects would be better. It's simply that Plug Power's fuel cells cost more than customers are willing to pay. Other energy and storage options are cheaper and thus preferable. So Plug Power is growing its top line by selling products at a price that customers are willing to pay. But that is not enough to cover the company's costs.</p><p>In short, even if the company is able to make some profit at scale, the margins will likely be thin. And this is the single biggest factor that suggests the stock shouldn't command the high valuation it currently has. That competition may hurt the company's margins is a concern only if the business makes economic sense, which it doesn't do right now. I'll wait for the company to become sustainably profitable before jumping in.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>After Falling More Than 50%, Is Plug Power Stock a Buy?</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\">\nAfter Falling More Than 50%, Is Plug Power Stock a Buy?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-16 22:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/04/16/after-falling-more-than-50-is-plug-power-stock-a-b/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(April 16) Plug Power rose about 2% in Friday morning  trading.Fuel cell maker Plug Power's (NASDAQ:PLUG) stock has fallen nearly 60% from its high price of more than $73 this year. The company is ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/04/16/after-falling-more-than-50-is-plug-power-stock-a-b/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLUG":"普拉格能源","PW":"Power REIT"},"source_url":"https://www.fool.com/investing/2021/04/16/after-falling-more-than-50-is-plug-power-stock-a-b/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2127370148","content_text":"(April 16) Plug Power rose about 2% in Friday morning  trading.Fuel cell maker Plug Power's (NASDAQ:PLUG) stock has fallen nearly 60% from its high price of more than $73 this year. The company is working aggressively to grow its sales and has recently entered into several key partnerships that should help it achieve this goal. With enhanced growth prospects and a lower price, the stock's valuation has improved. Let's see if it has changed enough to make the stock a buy right now.Improved valuationIn January, Plug Power stock was trading at a price-to-sales ratio of around 104. The ratio has now fallen to 51. Based on 2021 estimated sales, the ratio stands at around 37. Surely it has improved a lot from its January levels.Image source: Getty Images.Going by Plug Power's estimates of $1.7 billion sales in 2024, the price-to-sales ratio falls to a saner level of around 10. For a fast-growing company, that kind of ratio isn't too unusual. So if the company can grow its sales as it is guiding, its valuation can make some sense. It is noteworthy that the price-to-sales-ratio calculation for 2024 sales doesn't take into account potential dilution. In the last year, Plug Power's outstanding shares have increased 82%.Focus on growthPlug Power has been taking aggressive steps to grow its top line. In February the company announced its plan to build a green hydrogen production facility in New York with a production capacity of 45 metric tons per day. Plug Power also recently signed a previously announced deal whereby South Korea's SK Group will invest $1.6 billion in Plug Power in exchange for a 9.6% stake in the company. The two companies plan to jointly establish a huge fuel cell and electrolyzer production facility in South Korea. The South Korean government has set ambitious goals for promoting hydrogen use in the country, which should benefit Plug Power.The company has also entered into partnership with automaker Renault. A planned joint venture with Renault will target a 30% share of the fuel-cell-powered light commercial vehicle market in Europe. That would be huge as 30% of the light vehicle market is expected to be around 500,000 vehicles by 2030. Plug Power has also announced a partnership with ACCONIA, a leading developer of sustainable infrastructure solutions. With an expected investment of over 2 billion euros, the joint venture will aim to capture 20% share of Spain and Portugal's green hydrogen market by 2030.So Plug Power's 2024 sales guidance of $1.7 billion and sales growth beyond that look achievable. However, sales are just one part of the story. Let's turn our attention to other key metrics as well as risks.Can Plug Power become profitable?With its sales target looking more realistic, the next key concern is attaining profitability. After all, the company has been growing its revenue for years. The company hopes to achieve gross margins of more than 20% by 2022 and improve beyond that. But achieving bottom-line profits looks much more difficult.Plug Power currently derives roughly 94% of its revenue from the material handling business, which primarily supplies fuel cells for forklifts. Despite boasting a list of prominent customers, the company hasn't been profitable in this segment so far. By 2024, the company hopes to generate $750 million from the material handling segment, with the remaining nearly $1 billion coming from stationary base load power generation and fuel cell powered vehicles.Considering that Plug Power hasn't been profitable in a segment it has been operating in for years, it might be a big challenge for it to turn the bottom line green in a new segment. Moreover, if fuel-cell-powered vehicles' growth remains subdued, it can potentially limit Plug Power's growth as well as its margins.Image source: Getty Images.Plug Power hopes to benefit significantly from governmental incentives such as LCFS (low carbon fuel standard) credits in California and similar potential credits for green hydrogen under President Biden's climate plan. Further, Plug Power is looking to get a $520 million loan from the U.S. Department of Energy under its loan guarantee program. However, as the adoption of fuel cell technology remains slow, these incentives too would likely be slower and lower than the company would like them to be.It's important here to understand why Plug Power isn't profitable after 20 years of operation. It's not that the company is making huge capital investments that will generate income for it at some point. If that were the case, the stock's prospects would be better. It's simply that Plug Power's fuel cells cost more than customers are willing to pay. Other energy and storage options are cheaper and thus preferable. So Plug Power is growing its top line by selling products at a price that customers are willing to pay. But that is not enough to cover the company's costs.In short, even if the company is able to make some profit at scale, the margins will likely be thin. And this is the single biggest factor that suggests the stock shouldn't command the high valuation it currently has. That competition may hurt the company's margins is a concern only if the business makes economic sense, which it doesn't do right now. I'll wait for the company to become sustainably profitable before jumping in.","news_type":1},"isVote":1,"tweetType":1,"viewCount":581,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":346981374,"gmtCreate":1617980162998,"gmtModify":1704705640164,"author":{"id":"3574731047424094","authorId":"3574731047424094","name":"Rachis","avatar":"https://static.tigerbbs.com/ae27d72e6d81357c96a7b54460d121e6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574731047424094","idStr":"3574731047424094"},"themes":[],"htmlText":"seems like it’s starting to warm up.potential","listText":"seems like it’s starting to warm up.potential","text":"seems like it’s starting to warm up.potential","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/346981374","repostId":"1168300924","repostType":4,"isVote":1,"tweetType":1,"viewCount":538,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":357260351,"gmtCreate":1617278969773,"gmtModify":1704698187491,"author":{"id":"3574731047424094","authorId":"3574731047424094","name":"Rachis","avatar":"https://static.tigerbbs.com/ae27d72e6d81357c96a7b54460d121e6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574731047424094","idStr":"3574731047424094"},"themes":[],"htmlText":"no....","listText":"no....","text":"no....","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/357260351","repostId":"354193329","repostType":1,"repost":{"id":354193329,"gmtCreate":1617149774061,"gmtModify":1704696383871,"author":{"id":"3557433279201512","authorId":"3557433279201512","name":"Couragesther","avatar":"https://static.tigerbbs.com/fb776fde22322bb11f3651d216a6b06e","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3557433279201512","idStr":"3557433279201512"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ARKF\">$ARK Fintech Innovation ETF(ARKF)$</a>Won’tbe seeing green for a while&nbsp;","listText":"<a href=\"https://laohu8.com/S/ARKF\">$ARK Fintech Innovation ETF(ARKF)$</a>Won’tbe seeing green for a while&nbsp;","text":"$ARK Fintech Innovation ETF(ARKF)$Won’tbe seeing green for a while","images":[{"img":"https://static.tigerbbs.com/6bff082c04399aea940bf5d3338f15f4","width":"750","height":"1068"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/354193329","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":230,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":357287223,"gmtCreate":1617278901662,"gmtModify":1704698186516,"author":{"id":"3574731047424094","authorId":"3574731047424094","name":"Rachis","avatar":"https://static.tigerbbs.com/ae27d72e6d81357c96a7b54460d121e6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574731047424094","idStr":"3574731047424094"},"themes":[],"htmlText":"Biden’s great bid","listText":"Biden’s great bid","text":"Biden’s great bid","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/357287223","repostId":"2124783919","repostType":4,"repost":{"id":"2124783919","kind":"news","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1617272100,"share":"https://ttm.financial/m/news/2124783919?lang=&edition=fundamental","pubTime":"2021-04-01 18:15","market":"us","language":"en","title":"Analysis: Can Joe Biden recreate the U.S. economy he grew up with?","url":"https://stock-news.laohu8.com/highlight/detail?id=2124783919","media":"Reuters","summary":"By Howard Schneider\nWASHINGTON (Reuters) - Joe Biden will almost certainly be the last U.S. presiden","content":"<p><img src=\"https://www.streetinsider.com/images/news2/182/18209303/resize_LYNXMPEH302M7.jpg\" tg-width=\"200\" tg-height=\"133\" referrerpolicy=\"no-referrer\"></p>\n<p>By Howard Schneider</p>\n<p>WASHINGTON (Reuters) - Joe Biden will almost certainly be the last U.S. president born as a member of the \"silent generation\" demographic group who were children during World War <a href=\"https://laohu8.com/S/TWOA.U\">Two</a>, came of age in an economic boom that built middle class wealth, and cemented the role of the United States as the world's leading industrial power.</p>\n<p>Over the latter half of his life, Biden, 78, saw the share of national wealth going to that middle class fall and the gains from U.S. growth concentrate in a handful of regions. Now, with a roughly $2 trillion investment package unveiled on Wednesday, Biden wants to reverse that half century trend and steer capital to neglected people and parts of the country.</p>\n<p>Democrat Biden's jobs and infrastructure plan and the corporate tax increase to help pay for it, contrasts with the deference to private markets begun by Republicans with Ronald Reagan's election in 1980, and nursed through rounds of tax cuts and deregulation, by both parties.</p>\n<p>Whether it was Bill Clinton’s moves to reduce social welfare and deregulate the financial sector, or Barack Obama’s hesitance to \"go big\" on spending in the last recession, there has been a reluctance by both parties to intervene too deeply for decades.</p>\n<p>Rural and Rust Belt America faded and there was little progress on bridging the wealth gaps between Black and white.</p>\n<p>Biden's plan harkens to the Democratic leaders of his young adult years in the 1960s - President John Kennedy’s aspirational focus on public ventures such as the moon landing, or Lyndon Johnson's Great Society push to strengthen the social safety net. It also echoes President Dwight Eisenhower's 1956 act for the government to mostly pay for building Interstate Highways.</p>\n<p>\"I am struck by the scale, the structure,\" MIT economics professor Simon Johnson said of Biden's plan. \"They seem to have taken on board the idea that you can boost productivity, boost growth, and spread it around the country,\" with the right public investments.</p>\n<p><b>EPIC BATTLE LOOMS</b></p>\n<p>The battle over the legislation in the U.S. Congress is expected to be epic.</p>\n<p>Mitch McConnell, the Senate Republican leader, suggested on Wednesday that any bill Democrats propose may be a \"Trojan horse for a massive tax increase.\" Republicans have said they won't support Democratic efforts to inject goals like stopping climate change or equality into a spending bill.</p>\n<p>The proposal follows the more than $5 billion committed over the last year to fighting the coronavirus, much of it used for direct payments to families and the unemployed.</p>\n<p>The scars from the pandemic may run deep, and the proposed pipeline of federal dollars into communities, technology research, and job generating building projects are a way to keep the healing underway, according to the administration.</p>\n<p>Many ideas in the plan have been percolating in universities and other institutions for years.</p>\n<p>Johnson, for example, argued in a 2019 book that private capital will never fully substitute for government investment in things like new utility networks or complicated basic research.</p>\n<p>The Biden approach is arguably distinct in the breadth of what it wants to confront in <a href=\"https://laohu8.com/S/AONE\">one</a> fell swoop – from deficiencies in child care services to electric vehicle charging stations – and in its diagnosis of what's needed.</p>\n<p>The demographic and economic decline of small towns and many mid-sized cities has been underway for decades under Democratic and Republican presidents even as the rhetoric of both promised to reverse it.</p>\n<p>The share of U.S. GDP paid to wages and salaries has declined as well, which many economists believe contributes to rising inequality.</p>\n<p>Biden wants to put the public purse behind that promise with both infrastructure programs and funding for research hubs to try to level the playing field between middle America and the San Franciscos and Bostons of the world.</p>\n<p>Decades ago, the United States used to spend 2% of its GDP on research and development, Biden noted in a speech on Wednesday. That figure is now less than 1%, even as other countries have increased investment.</p>\n<p>\"We’ve fallen back,\" he said. \"The rest of the world is closing in and closing in fast. We can’t less this continue.”</p>\n<p>The plan \"represents a major effort to tackle the country's widening geographic inequalities ... It shows an understanding of how infrastructure can create access and opportunity - or wall it off,\" said Kenan Fikri, research director of the bipartisan Economic Innovation Group.</p>\n<p>The gap in wealth between Blacks and whites has shown little progress over the past 30 years, regardless that 16 of them were with Democrats in the White House.</p>\n<p>The Biden proposal aims investment at Black communities, including those affected by port pollution or other environmental blight, and industries with a large proportion of Black workers.</p>\n<p><b>AN UNLIKELY RADICAL</b></p>\n<p>Biden, on the surface, is an unlikely figure to push such a radical shift in federal policy. He first took public office in 1970, the year that U.S. workers' share of national income peaked. He had a long career working from the very Democratic center he is now looking to transform, supporting bank-friendly bills that drew criticism on the campaign trail.</p>\n<p>But he became president in a year when the arguments against government intervention he heard as a senator and as a vice president under Obama seem to have run their course.</p>\n<p>Some of Biden's old colleagues, including Democratic economists such as Lawrence Summers, say Biden is off base.</p>\n<p>In comments on the stimulus plan in February, Summers acknowledged there was \"tremendous suffering\" but said \"this goes way beyond what is necessary.\"</p>\n<p>Others say it is time to give the more liberal wing of the party, dormant for decades, time to make their case once again - and are pushing Biden to go even farther.</p>\n<p>\"This is not nearly enough,\" said Alexandria Ocasio-Cortez, Democratic congresswoman from New York.</p>\n<p>(Reporting by Howard Schneider; Editing by Heather Timmons and Grant McCool)</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>Analysis: Can Joe Biden recreate the U.S. economy he grew up with?</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\">\nAnalysis: Can Joe Biden recreate the U.S. economy he grew up with?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-04-01 18:15</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><img src=\"https://www.streetinsider.com/images/news2/182/18209303/resize_LYNXMPEH302M7.jpg\" tg-width=\"200\" tg-height=\"133\" referrerpolicy=\"no-referrer\"></p>\n<p>By Howard Schneider</p>\n<p>WASHINGTON (Reuters) - Joe Biden will almost certainly be the last U.S. president born as a member of the \"silent generation\" demographic group who were children during World War <a href=\"https://laohu8.com/S/TWOA.U\">Two</a>, came of age in an economic boom that built middle class wealth, and cemented the role of the United States as the world's leading industrial power.</p>\n<p>Over the latter half of his life, Biden, 78, saw the share of national wealth going to that middle class fall and the gains from U.S. growth concentrate in a handful of regions. Now, with a roughly $2 trillion investment package unveiled on Wednesday, Biden wants to reverse that half century trend and steer capital to neglected people and parts of the country.</p>\n<p>Democrat Biden's jobs and infrastructure plan and the corporate tax increase to help pay for it, contrasts with the deference to private markets begun by Republicans with Ronald Reagan's election in 1980, and nursed through rounds of tax cuts and deregulation, by both parties.</p>\n<p>Whether it was Bill Clinton’s moves to reduce social welfare and deregulate the financial sector, or Barack Obama’s hesitance to \"go big\" on spending in the last recession, there has been a reluctance by both parties to intervene too deeply for decades.</p>\n<p>Rural and Rust Belt America faded and there was little progress on bridging the wealth gaps between Black and white.</p>\n<p>Biden's plan harkens to the Democratic leaders of his young adult years in the 1960s - President John Kennedy’s aspirational focus on public ventures such as the moon landing, or Lyndon Johnson's Great Society push to strengthen the social safety net. It also echoes President Dwight Eisenhower's 1956 act for the government to mostly pay for building Interstate Highways.</p>\n<p>\"I am struck by the scale, the structure,\" MIT economics professor Simon Johnson said of Biden's plan. \"They seem to have taken on board the idea that you can boost productivity, boost growth, and spread it around the country,\" with the right public investments.</p>\n<p><b>EPIC BATTLE LOOMS</b></p>\n<p>The battle over the legislation in the U.S. Congress is expected to be epic.</p>\n<p>Mitch McConnell, the Senate Republican leader, suggested on Wednesday that any bill Democrats propose may be a \"Trojan horse for a massive tax increase.\" Republicans have said they won't support Democratic efforts to inject goals like stopping climate change or equality into a spending bill.</p>\n<p>The proposal follows the more than $5 billion committed over the last year to fighting the coronavirus, much of it used for direct payments to families and the unemployed.</p>\n<p>The scars from the pandemic may run deep, and the proposed pipeline of federal dollars into communities, technology research, and job generating building projects are a way to keep the healing underway, according to the administration.</p>\n<p>Many ideas in the plan have been percolating in universities and other institutions for years.</p>\n<p>Johnson, for example, argued in a 2019 book that private capital will never fully substitute for government investment in things like new utility networks or complicated basic research.</p>\n<p>The Biden approach is arguably distinct in the breadth of what it wants to confront in <a href=\"https://laohu8.com/S/AONE\">one</a> fell swoop – from deficiencies in child care services to electric vehicle charging stations – and in its diagnosis of what's needed.</p>\n<p>The demographic and economic decline of small towns and many mid-sized cities has been underway for decades under Democratic and Republican presidents even as the rhetoric of both promised to reverse it.</p>\n<p>The share of U.S. GDP paid to wages and salaries has declined as well, which many economists believe contributes to rising inequality.</p>\n<p>Biden wants to put the public purse behind that promise with both infrastructure programs and funding for research hubs to try to level the playing field between middle America and the San Franciscos and Bostons of the world.</p>\n<p>Decades ago, the United States used to spend 2% of its GDP on research and development, Biden noted in a speech on Wednesday. That figure is now less than 1%, even as other countries have increased investment.</p>\n<p>\"We’ve fallen back,\" he said. \"The rest of the world is closing in and closing in fast. We can’t less this continue.”</p>\n<p>The plan \"represents a major effort to tackle the country's widening geographic inequalities ... It shows an understanding of how infrastructure can create access and opportunity - or wall it off,\" said Kenan Fikri, research director of the bipartisan Economic Innovation Group.</p>\n<p>The gap in wealth between Blacks and whites has shown little progress over the past 30 years, regardless that 16 of them were with Democrats in the White House.</p>\n<p>The Biden proposal aims investment at Black communities, including those affected by port pollution or other environmental blight, and industries with a large proportion of Black workers.</p>\n<p><b>AN UNLIKELY RADICAL</b></p>\n<p>Biden, on the surface, is an unlikely figure to push such a radical shift in federal policy. He first took public office in 1970, the year that U.S. workers' share of national income peaked. He had a long career working from the very Democratic center he is now looking to transform, supporting bank-friendly bills that drew criticism on the campaign trail.</p>\n<p>But he became president in a year when the arguments against government intervention he heard as a senator and as a vice president under Obama seem to have run their course.</p>\n<p>Some of Biden's old colleagues, including Democratic economists such as Lawrence Summers, say Biden is off base.</p>\n<p>In comments on the stimulus plan in February, Summers acknowledged there was \"tremendous suffering\" but said \"this goes way beyond what is necessary.\"</p>\n<p>Others say it is time to give the more liberal wing of the party, dormant for decades, time to make their case once again - and are pushing Biden to go even farther.</p>\n<p>\"This is not nearly enough,\" said Alexandria Ocasio-Cortez, Democratic congresswoman from New York.</p>\n<p>(Reporting by Howard Schneider; Editing by Heather Timmons and Grant McCool)</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2124783919","content_text":"By Howard Schneider\nWASHINGTON (Reuters) - Joe Biden will almost certainly be the last U.S. president born as a member of the \"silent generation\" demographic group who were children during World War Two, came of age in an economic boom that built middle class wealth, and cemented the role of the United States as the world's leading industrial power.\nOver the latter half of his life, Biden, 78, saw the share of national wealth going to that middle class fall and the gains from U.S. growth concentrate in a handful of regions. Now, with a roughly $2 trillion investment package unveiled on Wednesday, Biden wants to reverse that half century trend and steer capital to neglected people and parts of the country.\nDemocrat Biden's jobs and infrastructure plan and the corporate tax increase to help pay for it, contrasts with the deference to private markets begun by Republicans with Ronald Reagan's election in 1980, and nursed through rounds of tax cuts and deregulation, by both parties.\nWhether it was Bill Clinton’s moves to reduce social welfare and deregulate the financial sector, or Barack Obama’s hesitance to \"go big\" on spending in the last recession, there has been a reluctance by both parties to intervene too deeply for decades.\nRural and Rust Belt America faded and there was little progress on bridging the wealth gaps between Black and white.\nBiden's plan harkens to the Democratic leaders of his young adult years in the 1960s - President John Kennedy’s aspirational focus on public ventures such as the moon landing, or Lyndon Johnson's Great Society push to strengthen the social safety net. It also echoes President Dwight Eisenhower's 1956 act for the government to mostly pay for building Interstate Highways.\n\"I am struck by the scale, the structure,\" MIT economics professor Simon Johnson said of Biden's plan. \"They seem to have taken on board the idea that you can boost productivity, boost growth, and spread it around the country,\" with the right public investments.\nEPIC BATTLE LOOMS\nThe battle over the legislation in the U.S. Congress is expected to be epic.\nMitch McConnell, the Senate Republican leader, suggested on Wednesday that any bill Democrats propose may be a \"Trojan horse for a massive tax increase.\" Republicans have said they won't support Democratic efforts to inject goals like stopping climate change or equality into a spending bill.\nThe proposal follows the more than $5 billion committed over the last year to fighting the coronavirus, much of it used for direct payments to families and the unemployed.\nThe scars from the pandemic may run deep, and the proposed pipeline of federal dollars into communities, technology research, and job generating building projects are a way to keep the healing underway, according to the administration.\nMany ideas in the plan have been percolating in universities and other institutions for years.\nJohnson, for example, argued in a 2019 book that private capital will never fully substitute for government investment in things like new utility networks or complicated basic research.\nThe Biden approach is arguably distinct in the breadth of what it wants to confront in one fell swoop – from deficiencies in child care services to electric vehicle charging stations – and in its diagnosis of what's needed.\nThe demographic and economic decline of small towns and many mid-sized cities has been underway for decades under Democratic and Republican presidents even as the rhetoric of both promised to reverse it.\nThe share of U.S. GDP paid to wages and salaries has declined as well, which many economists believe contributes to rising inequality.\nBiden wants to put the public purse behind that promise with both infrastructure programs and funding for research hubs to try to level the playing field between middle America and the San Franciscos and Bostons of the world.\nDecades ago, the United States used to spend 2% of its GDP on research and development, Biden noted in a speech on Wednesday. That figure is now less than 1%, even as other countries have increased investment.\n\"We’ve fallen back,\" he said. \"The rest of the world is closing in and closing in fast. We can’t less this continue.”\nThe plan \"represents a major effort to tackle the country's widening geographic inequalities ... It shows an understanding of how infrastructure can create access and opportunity - or wall it off,\" said Kenan Fikri, research director of the bipartisan Economic Innovation Group.\nThe gap in wealth between Blacks and whites has shown little progress over the past 30 years, regardless that 16 of them were with Democrats in the White House.\nThe Biden proposal aims investment at Black communities, including those affected by port pollution or other environmental blight, and industries with a large proportion of Black workers.\nAN UNLIKELY RADICAL\nBiden, on the surface, is an unlikely figure to push such a radical shift in federal policy. He first took public office in 1970, the year that U.S. workers' share of national income peaked. He had a long career working from the very Democratic center he is now looking to transform, supporting bank-friendly bills that drew criticism on the campaign trail.\nBut he became president in a year when the arguments against government intervention he heard as a senator and as a vice president under Obama seem to have run their course.\nSome of Biden's old colleagues, including Democratic economists such as Lawrence Summers, say Biden is off base.\nIn comments on the stimulus plan in February, Summers acknowledged there was \"tremendous suffering\" but said \"this goes way beyond what is necessary.\"\nOthers say it is time to give the more liberal wing of the party, dormant for decades, time to make their case once again - and are pushing Biden to go even farther.\n\"This is not nearly enough,\" said Alexandria Ocasio-Cortez, Democratic congresswoman from New York.\n(Reporting by Howard Schneider; Editing by Heather Timmons and Grant McCool)","news_type":1},"isVote":1,"tweetType":1,"viewCount":263,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":354408880,"gmtCreate":1617193536340,"gmtModify":1704697035512,"author":{"id":"3574731047424094","authorId":"3574731047424094","name":"Rachis","avatar":"https://static.tigerbbs.com/ae27d72e6d81357c96a7b54460d121e6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574731047424094","idStr":"3574731047424094"},"themes":[],"htmlText":"set on a new course","listText":"set on a new course","text":"set on a new course","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/354408880","repostId":"1199969344","repostType":4,"repost":{"id":"1199969344","kind":"news","pubTimestamp":1617180673,"share":"https://ttm.financial/m/news/1199969344?lang=&edition=fundamental","pubTime":"2021-03-31 16:51","market":"us","language":"en","title":"Coursera IPO: Get In Before The Listing","url":"https://stock-news.laohu8.com/highlight/detail?id=1199969344","media":"seekingalpha","summary":"SummaryThe Coursera IPO is imminent.SuRo Capital, a business development company, holds a massive st","content":"<p><b>Summary</b></p><ul><li>The Coursera IPO is imminent.</li><li>SuRo Capital, a business development company, holds a massive stake in the company.</li><li>SuRo could be a proxy for interesting startups such as Nextdoor, Forge Global and Blink Health.</li></ul><p>The Coursera (COURS) IPO is likely to be one of the most interesting listings of the year. After years of building an online education platform, the company finally hit warp speed when everyone was forced to study from home. Therecently-filed S-1 mentionsdouble-digit revenue growth, a growing base of users and exciting plans for future expansion. </p><p>Luckily, a publicly-listed company was an early investor in the startup and now holds a significant stake in the business. This early investor also is exposed to several other interesting public and private tech companies, which justifies a closer look. Here’s a quick breakdown of Coursera’s S-1 and the stock that can give you a chance to get in before retail investors rush in.</p><p><b>Coursera IPO</b></p><p>Launched in 2012 by Stanford University computer science professors Daphne Koller and Andrew Ng, Coursera is one of many massive open online course (MOOC) providers that have emerged since the dawn of the Internet. What sets Coursera apart is its symbiotic relationship with established universities. Instead of trying to disrupt the higher education industry, Coursera is attempting to work with them to reimagine what higher education and professional courses should look like in a digital world.</p><p>That strategy seems to be working. Coursera has more than77 million students, more than most of its rivals. The company’sCoursera for Campusattracted 4,000 tertiary institutions from across the world. At the end of 2020, 130 of these institutions were premium subscribers. 2,000 businesses (including 25% of Fortune 500 companies) and 100 government agencies are alsopaying for Coursera’s enterprise offerings.</p><p>Unsurprisingly, that traction is reflected on the top line. In 2020, Coursera generated $293 million in revenue, up 59% from the previous year. Year-on-year user growth came in at 65%. However, the company extended free courses and features throughout the pandemic to gin up traffic. That led to higher costs and a loss of $66.8 million in 2020, up from $46.7 million in 2019. Free cash flow was -$26.9 million over the course of the year.</p><p>Coursera doesn’t expect to become cash flow positive or profitable anytime soon. In fact, theS-1 clearly statesthat the company “had an accumulated deficit of $343.6 million as of December 31, 2020,” and that they anticipate that the company “will continue to incur losses for the foreseeable future.”</p><p>The reopening is another risk. With students heading back to the campus this fall, it’s difficult to say if Coursera can sustain last year’s momentum and keep students and universities engaged on its platform.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2765e424ebb38bf8c4fdf74bcb5d0086\" tg-width=\"605\" tg-height=\"270\" referrerpolicy=\"no-referrer\"><span>Coursera product tiers</span></p><p>Nevertheless, the company’s partnerships with government agencies, library of content from top universities, enterprise training products and micro-certification courses could help it bolster growth over time. Online learning already was a rapidly-growing market pre-pandemic. Some estimates suggest the marketcould be worth $350 billionby 2025. Coursera was last valued at $2.5 billion.</p><p>It could be worth a lot more when the IPO is completed. One early investor is certainly expecting a windfall: SuRo Capital(NASDAQ:SSSS).</p><p><b>SuRo Capital - Coursera’s Proxy</b></p><p>San Francisco-based SuRo Capital is a business development company focused on tech startups and innovative private companies. SuRo’s portfolio is heavily concentrated in preferred shares of noteworthy tech startups such asCourseHero,Rent the Runway,Nextdoor,Blink HealthandForge Global.</p><p>The largest and most noteworthy position in their portfolio is a $94 million stake in Palantir Technologies(NYSE:PLTR). In fact, my first article on the company was publishedjust before Palantir’s IPO. Over the past 12 months, the stock is up 281%, which means it outperformed the most talked about tech ETF of the year - Ark Innovation ETF(NYSEARCA:ARKK).</p><p><img src=\"https://static.tigerbbs.com/803c42a2fe2b33ae60db98bb236a638e\" tg-width=\"1280\" tg-height=\"852\" referrerpolicy=\"no-referrer\">Source:TradingView</p><p>Now, Palantir accounts for 31.4% of SuRo’s portfolio. Coursera is the second-largest holding. Accounting for 17.6% of the portfolio, SuRo reported the fair value of its stake at $53.2 million recently. It’s worth noting that SuRo holds this stake in preferred shares paying out 8% a year in dividends. These preferred shares should be worth a lot more when the company lists publicly. Analysts estimate Coursera could be worth as much as$5 billion, which is roughly double its valuation from 2020.</p><p>At that price, Coursera would become SuRo’s largest holding, adding roughly $50 million to the company’s book value.</p><p>Altogether,SuRo’s portfolio is worth $430 million. Meanwhile, the company’s market capitalization is $274 million. If the Coursera IPO is as successful as some of the other major tech IPOs we’ve witnessed this year, this discount to fair value could broaden further.</p><p>Risks</p><p>Coursera's S-1 lists several potential risks that investors should be aware of. However, I believe some are more noteworthy than others and Coursera may have missed some key risks.</p><p>Competition, for one, is something the team could have elaborated on further. Coursera is far from the only online education provider. In fact, many of its rivals including Skillshare, Gumroad, Khan Academy and Udemy have more recognizable brands.</p><p>Khan Academy is particularly noteworthy because many of the courses it offers are free. That, in my opinion, is another key risk for Coursera and perhaps the entire EdTech space. While higher education is a luxury service in North America, it's free in places like Germany. Much of the world would prefer a low-cost or free model to develop talent and plug the skills gap. College in India, for instance, costs$5,000 a year on average. Coursera isn't profitable at its current average pricing of $9,000 to $25,000 per degree course. Lower costs in the rest of the world could make profitability a bigger challenge.</p><p>Coursera could potentially overcome these challenges by recruiting lower-cost education providers in emerging markets, convincing students to pay a premium and differentiating its courses by partnering with elite universities and recruitment channels.</p><p><b>Bottom line</b></p><p>Keep an eye on SuRo. This could be one of the underrated and undervalued tech companies on the market right now. It’s either that or I’m missing something and have overlooked something major. Let me know in the comments below.</p>","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>Coursera IPO: Get In Before The Listing</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\">\nCoursera IPO: Get In Before The Listing\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-31 16:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4415636-coursera-ipo-get-in-listing><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryThe Coursera IPO is imminent.SuRo Capital, a business development company, holds a massive stake in the company.SuRo could be a proxy for interesting startups such as Nextdoor, Forge Global and...</p>\n\n<a href=\"https://seekingalpha.com/article/4415636-coursera-ipo-get-in-listing\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5220d573a8af31c0f611dafd93d5f72a","relate_stocks":{"COUR":"Coursera, Inc."},"source_url":"https://seekingalpha.com/article/4415636-coursera-ipo-get-in-listing","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1199969344","content_text":"SummaryThe Coursera IPO is imminent.SuRo Capital, a business development company, holds a massive stake in the company.SuRo could be a proxy for interesting startups such as Nextdoor, Forge Global and Blink Health.The Coursera (COURS) IPO is likely to be one of the most interesting listings of the year. After years of building an online education platform, the company finally hit warp speed when everyone was forced to study from home. Therecently-filed S-1 mentionsdouble-digit revenue growth, a growing base of users and exciting plans for future expansion. Luckily, a publicly-listed company was an early investor in the startup and now holds a significant stake in the business. This early investor also is exposed to several other interesting public and private tech companies, which justifies a closer look. Here’s a quick breakdown of Coursera’s S-1 and the stock that can give you a chance to get in before retail investors rush in.Coursera IPOLaunched in 2012 by Stanford University computer science professors Daphne Koller and Andrew Ng, Coursera is one of many massive open online course (MOOC) providers that have emerged since the dawn of the Internet. What sets Coursera apart is its symbiotic relationship with established universities. Instead of trying to disrupt the higher education industry, Coursera is attempting to work with them to reimagine what higher education and professional courses should look like in a digital world.That strategy seems to be working. Coursera has more than77 million students, more than most of its rivals. The company’sCoursera for Campusattracted 4,000 tertiary institutions from across the world. At the end of 2020, 130 of these institutions were premium subscribers. 2,000 businesses (including 25% of Fortune 500 companies) and 100 government agencies are alsopaying for Coursera’s enterprise offerings.Unsurprisingly, that traction is reflected on the top line. In 2020, Coursera generated $293 million in revenue, up 59% from the previous year. Year-on-year user growth came in at 65%. However, the company extended free courses and features throughout the pandemic to gin up traffic. That led to higher costs and a loss of $66.8 million in 2020, up from $46.7 million in 2019. Free cash flow was -$26.9 million over the course of the year.Coursera doesn’t expect to become cash flow positive or profitable anytime soon. In fact, theS-1 clearly statesthat the company “had an accumulated deficit of $343.6 million as of December 31, 2020,” and that they anticipate that the company “will continue to incur losses for the foreseeable future.”The reopening is another risk. With students heading back to the campus this fall, it’s difficult to say if Coursera can sustain last year’s momentum and keep students and universities engaged on its platform.Coursera product tiersNevertheless, the company’s partnerships with government agencies, library of content from top universities, enterprise training products and micro-certification courses could help it bolster growth over time. Online learning already was a rapidly-growing market pre-pandemic. Some estimates suggest the marketcould be worth $350 billionby 2025. Coursera was last valued at $2.5 billion.It could be worth a lot more when the IPO is completed. One early investor is certainly expecting a windfall: SuRo Capital(NASDAQ:SSSS).SuRo Capital - Coursera’s ProxySan Francisco-based SuRo Capital is a business development company focused on tech startups and innovative private companies. SuRo’s portfolio is heavily concentrated in preferred shares of noteworthy tech startups such asCourseHero,Rent the Runway,Nextdoor,Blink HealthandForge Global.The largest and most noteworthy position in their portfolio is a $94 million stake in Palantir Technologies(NYSE:PLTR). In fact, my first article on the company was publishedjust before Palantir’s IPO. Over the past 12 months, the stock is up 281%, which means it outperformed the most talked about tech ETF of the year - Ark Innovation ETF(NYSEARCA:ARKK).Source:TradingViewNow, Palantir accounts for 31.4% of SuRo’s portfolio. Coursera is the second-largest holding. Accounting for 17.6% of the portfolio, SuRo reported the fair value of its stake at $53.2 million recently. It’s worth noting that SuRo holds this stake in preferred shares paying out 8% a year in dividends. These preferred shares should be worth a lot more when the company lists publicly. Analysts estimate Coursera could be worth as much as$5 billion, which is roughly double its valuation from 2020.At that price, Coursera would become SuRo’s largest holding, adding roughly $50 million to the company’s book value.Altogether,SuRo’s portfolio is worth $430 million. Meanwhile, the company’s market capitalization is $274 million. If the Coursera IPO is as successful as some of the other major tech IPOs we’ve witnessed this year, this discount to fair value could broaden further.RisksCoursera's S-1 lists several potential risks that investors should be aware of. However, I believe some are more noteworthy than others and Coursera may have missed some key risks.Competition, for one, is something the team could have elaborated on further. Coursera is far from the only online education provider. In fact, many of its rivals including Skillshare, Gumroad, Khan Academy and Udemy have more recognizable brands.Khan Academy is particularly noteworthy because many of the courses it offers are free. That, in my opinion, is another key risk for Coursera and perhaps the entire EdTech space. While higher education is a luxury service in North America, it's free in places like Germany. Much of the world would prefer a low-cost or free model to develop talent and plug the skills gap. College in India, for instance, costs$5,000 a year on average. Coursera isn't profitable at its current average pricing of $9,000 to $25,000 per degree course. Lower costs in the rest of the world could make profitability a bigger challenge.Coursera could potentially overcome these challenges by recruiting lower-cost education providers in emerging markets, convincing students to pay a premium and differentiating its courses by partnering with elite universities and recruitment channels.Bottom lineKeep an eye on SuRo. This could be one of the underrated and undervalued tech companies on the market right now. It’s either that or I’m missing something and have overlooked something major. Let me know in the comments below.","news_type":1},"isVote":1,"tweetType":1,"viewCount":253,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":359518969,"gmtCreate":1616412113751,"gmtModify":1704793684049,"author":{"id":"3574731047424094","authorId":"3574731047424094","name":"Rachis","avatar":"https://static.tigerbbs.com/ae27d72e6d81357c96a7b54460d121e6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574731047424094","idStr":"3574731047424094"},"themes":[],"htmlText":"buy and hold","listText":"buy and hold","text":"buy and hold","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/359518969","repostId":"1135150260","repostType":4,"repost":{"id":"1135150260","kind":"news","pubTimestamp":1616399157,"share":"https://ttm.financial/m/news/1135150260?lang=&edition=fundamental","pubTime":"2021-03-22 15:45","market":"us","language":"en","title":"ARKF: More Upside Possible With Increasing Blockchain Usage","url":"https://stock-news.laohu8.com/highlight/detail?id=1135150260","media":"seekingalpha","summary":"Summary\n\nARKF has exposure to blockchain and its applications through large established companies.\nI","content":"<p><b>Summary</b></p>\n<ul>\n <li>ARKF has exposure to blockchain and its applications through large established companies.</li>\n <li>In addition, there are also IT plays providing services in banking, real estate and interactive media, all pioneers in their respective fields.</li>\n <li>Now, with most holdings being growth-oriented, the ETF has suffered from a downside starting in February, due to more investors opting for cyclicals, in line with the re-opening of the broader economy.</li>\n <li>Still, the financial technology (FinTech) space is rather unique in its ability to produce high-growth and profitable companies, thus generating high levels of cash.</li>\n <li>ARKF's share price action should continue to show volatility, but progress to the $60 level with more blockchain adoption.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dd11a0c8e5a8fdc95ef1ff2e7d367a10\" tg-width=\"768\" tg-height=\"512\"><span>Photo by alexsl/iStock via Getty Images</span></p>\n<p>After having trended together for the most part of the year, the ARK Fintech Innovation ETF's (ARKF) share price performance has been dwarfed by bitcoin's relentless upside at 1000%.</p>\n<p>When explaining the reasons for this difference in performance, some tend to mix up blockchain and bitcoin, resulting in inconsistent explanations.</p>\n<p><b>Figure 1: Difference between ARKQ's and bitcoin's performance.</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f46334ebaf8bfa6d1a2a2148d3c3e52a\" tg-width=\"635\" tg-height=\"419\"><span>Data by YCharts</span></p>\n<p>Thus, a rational analysis is needed, especially since we are talking about Cathie Wood's fund, sometimes synonymous with hype.</p>\n<p>I start by peeling off ARKF, with the intent of providing investors with insights as to the holdings.</p>\n<p><b>The holdings</b></p>\n<p>First, for the sake of precision, blockchain is a software program and one of its applications enables the creation of bitcoin. By being exposed to both, ARKF's holdings provide tremendous opportunities to benefit from disruption in digital payment and value appreciation of the digital asset class.</p>\n<p>Going into details, there is Square(NYSE:SQ)which owns 8,027 bitcoins in total as part of its balance sheet, amassed through three successive buy transactions. The first one of these was in October when the cryptocurrency was valued at about $12K each, compared to $57K today, up by&nbsp;375%. In addition, Square is exhibiting one of Cathie's favorite criteria: sustained ultra-high growth. The company is growing revenues at 140%, up from 40%, just three quarters before.</p>\n<p><b>Figure 2: Square's top six holdings.</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5124ae65d724c8982e3e08f2144a16fc\" tg-width=\"640\" tg-height=\"105\"><span>Source: ark-funds.com</span></p>\n<p>Keeping bitcoins as a means to shore up the balance sheet is just one side of the story as there is much more when taking into consideration that, permitting for faster transactions and cheaper costs, blockchain has now become the bedrock of FinTechs, like PayPal Holdings (PYPL).</p>\n<p>The latter symbolizes the transition from the days when financial technology companies using blockchain had mostly startup status, to subsequently becoming mainstream. PayPal not only offers the ability to trade cryptos and own digital wallets through its platform since October 2020, but it also has a well-thought strategy to revolutionize the way digital payments are done.</p>\n<p>In this respect, its latest move to acquire Curv, a provider of cloud-based infrastructure for digital asset security, shows the company's intent in providing compliant services. Now, compliance has been the Achilles' heel (weak spot) of the crypto space with some accusing the currency of being used for money laundering. Also,news&nbsp;about proposals to ban bitcoin in some countries have surfaced.</p>\n<p>However, to counteract pessimism, having the giant $275 billion FinTech to invest in blockchain and increase cryptocurrency's utility by making it available as a funding source for purchases at all of its 26 million merchants worldwide is a giant step in wider adoption and instilling confidence in the minds of doubters.</p>\n<p>Looking deeper, PayPal has become the&nbsp;first&nbsp;company to get a conditional BitLicense from the New York State Department of Financial Services in October and it should lead by example in showing that compliance with strict regulations can be achieved for the crypto space.</p>\n<p>Also, as a side note, the IRS has already taken an increasing interest in the cryptocurrency and issued guidelines for taxpayers since 2019.</p>\n<p>I now turn to ARKQ's other holdings.</p>\n<p><b>Crypto banking</b></p>\n<p>Bitcoin's sustained growth and adoption among large corporations would seem to support the idea that cryptocurrencies now offer a viable economic alternative, far from the last decade's craze for \"virtual currencies.\" Getting on board the most skeptical, who previously considered that its anonymity constituted a major factor facilitating usage as a currency for criminal transactions, has been made possible through the creation of crypto banks.</p>\n<p>One of these is Silvergate Capital (SI) which currently has about $5 billion in crypto-backed deposits. But the bank's biggest selling point for customers is its Silvergate Exchange Network, which lets clients transfer dollars to digital currency exchanges at any time. The cryptobank has overcome obstacles of traditional banking, limited by weekday working hours by enabling seamless transactions on a 24/7 basis, with transfers being instantaneous immediately after opening of a deposit account.</p>\n<p>The bank is up by 1900% during the last year, beating bitcoin's own performance in a demonstration that investors attach more importance to value-added services than the value of the digital asset itself.</p>\n<p>ARKF also holds Chinese Tencent Holdings (OTCPK:TCEHY), the creator of WeChat Pay, a payment service for mobile transactions. The company is continuing to invest heavily in blockchain, cloud computing, AI and cybersecurity, amid more regulations by the Chinese authorities, in their attempt to curb on excesses.</p>\n<p><b>Figure 3: Key metrics of ARK's first six holdings.</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/89e0446ae414070ceb93fb880d93f33a\" tg-width=\"640\" tg-height=\"272\"><span>Source: Seeking Alpha</span></p>\n<p>Pursuing further, Zillow Group (Z) operates real estate and home-related information marketplaces on mobile and the Web, focusing on various stages of the home lifecycle, including renting, buying, selling, and financing. The company is synonymous with diversification, but there are others too.</p>\n<p>Diversified holdings</p>\n<p>As part of her diversification strategy, Cathie has aligned a large number of innovative plays who have brought disruption to their respective field of activities. These companies like Shopify (SHOP) and Twilio (TWLO) operating in the Internet Services and Infrastructure industry have been growing at CAGR rates exceeding&nbsp;60%&nbsp;for the last five years.</p>\n<p>However, they have high Price to Cash flow metrics and low profitability margins resulting in the one-month stock performance being depressed. It's all due to what some analysts have termed as \"the rotation from growth into value stocks,\" where investors tend to choose more profitable stocks with higher level of cash flows and lower P/E ratios.</p>\n<p><b>Figure 4: ARKF's subsequent holdings.</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0eaf6b5187096392242d489e76a61932\" tg-width=\"592\" tg-height=\"324\"><span>Source: Seeking Alpha</span></p>\n<p>However, in addition to Apple(NASDAQ:AAPL), there are other stocks with more balanced growth vs. profitability metrics, also exhibiting higher cash flows relative to share price, such as Adyen N.V (OTCPK:ADYEY), the data processing and outsourcing play. These are just two names in ARKF's&nbsp;46&nbsp;holdings, as of March 19.</p>\n<p>Valuations and key takeaways</p>\n<p>While the outbreak of the pandemic caused investment budgets to be slashed in most industries due to uncertainty, this was not the case for the FinTech sector. However, with the re-opening of the economy mostly as a result of vaccinations, investors are likely to invest more into cyclicals, consumer discretionary and transportation stocks.</p>\n<p>However, the confidence in financial technology should remain at an elevated level.</p>\n<p>The reason is the accelerated pace of digitization which is continuing in every aspect of our personal and business lives as we get sucked up into secular trends constituted by eCommerce, mobile payment, remote working and online entertainment. Consequently, FinTechs that cater for this new paradigm should continue to see immense growth. As for the losers, the actively managed ARKF with an expense ratio of 0.79%, promptly takes measures either to disinvest or reduce exposure to the stock.</p>\n<p>Looking across the FinTech ETF space, there are other funds charging more or less the same fees, but ARKF's average daily traded volumes and performance metrics are strong positives.</p>\n<p><b>Figure 5: Comparing key metrics with peers.</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d480b74c4e6c3584cdac192ed8252dea\" tg-width=\"448\" tg-height=\"272\"><span>Source: Seeking Alpha and wsj.com</span></p>\n<p>Furthermore, at an average P/E ratio of 49-52, ARKF's valuation does not appear on the high side, especially considering the superior growth opportunity it offers. Looking at holdings, while Square and PayPal each have high trailing P/E Non-GAAP of 118 and 62 respectively, Apple's 32.5 and Intercontinental Exchange's (ICE) 24.66 are at the lower end.</p>\n<p>Therefore, valuations vary widely across ARKF's portfolio, but its average P/E ratio together with peers are much higher than for the S&amp;P 500 at 14.85.</p>\n<p>Therefore, for those who strictly adhere to the value principle, ARKF is richly valued. However, for growth-focused investors, it remains a fact that the more specialized FinTech sector offers better growth and even margin expansion opportunity as the holdings get more matured.</p>\n<p>In this respect, the pace of investment in the industry should continue, aided by the need for technology-based solutions by banks, digital payment companies and cryptocurrency exchanges. There is a perpetual need for APIs (Application Program Interfaces) interacting with cloud-based infrastructures in the financial services industry to make access to services faster.</p>\n<p>Furthermore, the fact that these companies make use of software in their core business processes makes them more agile at delivering low-cost personalized products using emerging technologies. Also, increasing the dose of blockchain as part of their solutions will lead to lower costs, more rapid customer adoption and higher profitability.</p>\n<p>In this context, companies like PayPal, Tencent and ICE show that the FinTech ecosystem is somewhat unique, where in addition to out-sized growth rates, companies can still be profitable with significant free cash flows. Also, as per my calculation, the average Debt to Equity ratio for the first twelve stocks is only 65.</p>\n<p>Now, the&nbsp;global FinTech market&nbsp;is anticipated to grow at a CAGR of around 20% from 2020 to 2025. Accordingly, based on the current stock price of $50-52 with the market growing at 20%, ARKF could see an upside to the $60-62 levels by the end of this year. This is an estimate but is realistically possible as ARKF has more strength than others within ARK's family. For this matter, amid the recent downside, it fell by only 14%, compared to 17-20% for others.</p>\n<p>Moreover, in addition to mobile banking and digital payments, FinTechs offer loan services to individuals and businesses, and these should see high volumes during the re-opening of the services sector.</p>\n<p>Hence, for those who are interested to form part of ARK's growth story, price momentum indicators point to a fall to the $50 level, induced by rotation-led volatility. This should constitute a buying opportunity.</p>","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>ARKF: More Upside Possible With Increasing Blockchain Usage</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nARKF: More Upside Possible With Increasing Blockchain Usage\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-22 15:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4415308-arkf-upside-possible-increasing-blockchain-usage><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nARKF has exposure to blockchain and its applications through large established companies.\nIn addition, there are also IT plays providing services in banking, real estate and interactive media...</p>\n\n<a href=\"https://seekingalpha.com/article/4415308-arkf-upside-possible-increasing-blockchain-usage\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","PYPL":"PayPal","ARKF":"ARK Fintech Innovation ETF","SQ":"Block"},"source_url":"https://seekingalpha.com/article/4415308-arkf-upside-possible-increasing-blockchain-usage","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1135150260","content_text":"Summary\n\nARKF has exposure to blockchain and its applications through large established companies.\nIn addition, there are also IT plays providing services in banking, real estate and interactive media, all pioneers in their respective fields.\nNow, with most holdings being growth-oriented, the ETF has suffered from a downside starting in February, due to more investors opting for cyclicals, in line with the re-opening of the broader economy.\nStill, the financial technology (FinTech) space is rather unique in its ability to produce high-growth and profitable companies, thus generating high levels of cash.\nARKF's share price action should continue to show volatility, but progress to the $60 level with more blockchain adoption.\n\nPhoto by alexsl/iStock via Getty Images\nAfter having trended together for the most part of the year, the ARK Fintech Innovation ETF's (ARKF) share price performance has been dwarfed by bitcoin's relentless upside at 1000%.\nWhen explaining the reasons for this difference in performance, some tend to mix up blockchain and bitcoin, resulting in inconsistent explanations.\nFigure 1: Difference between ARKQ's and bitcoin's performance.\nData by YCharts\nThus, a rational analysis is needed, especially since we are talking about Cathie Wood's fund, sometimes synonymous with hype.\nI start by peeling off ARKF, with the intent of providing investors with insights as to the holdings.\nThe holdings\nFirst, for the sake of precision, blockchain is a software program and one of its applications enables the creation of bitcoin. By being exposed to both, ARKF's holdings provide tremendous opportunities to benefit from disruption in digital payment and value appreciation of the digital asset class.\nGoing into details, there is Square(NYSE:SQ)which owns 8,027 bitcoins in total as part of its balance sheet, amassed through three successive buy transactions. The first one of these was in October when the cryptocurrency was valued at about $12K each, compared to $57K today, up by 375%. In addition, Square is exhibiting one of Cathie's favorite criteria: sustained ultra-high growth. The company is growing revenues at 140%, up from 40%, just three quarters before.\nFigure 2: Square's top six holdings.\nSource: ark-funds.com\nKeeping bitcoins as a means to shore up the balance sheet is just one side of the story as there is much more when taking into consideration that, permitting for faster transactions and cheaper costs, blockchain has now become the bedrock of FinTechs, like PayPal Holdings (PYPL).\nThe latter symbolizes the transition from the days when financial technology companies using blockchain had mostly startup status, to subsequently becoming mainstream. PayPal not only offers the ability to trade cryptos and own digital wallets through its platform since October 2020, but it also has a well-thought strategy to revolutionize the way digital payments are done.\nIn this respect, its latest move to acquire Curv, a provider of cloud-based infrastructure for digital asset security, shows the company's intent in providing compliant services. Now, compliance has been the Achilles' heel (weak spot) of the crypto space with some accusing the currency of being used for money laundering. Also,news about proposals to ban bitcoin in some countries have surfaced.\nHowever, to counteract pessimism, having the giant $275 billion FinTech to invest in blockchain and increase cryptocurrency's utility by making it available as a funding source for purchases at all of its 26 million merchants worldwide is a giant step in wider adoption and instilling confidence in the minds of doubters.\nLooking deeper, PayPal has become the first company to get a conditional BitLicense from the New York State Department of Financial Services in October and it should lead by example in showing that compliance with strict regulations can be achieved for the crypto space.\nAlso, as a side note, the IRS has already taken an increasing interest in the cryptocurrency and issued guidelines for taxpayers since 2019.\nI now turn to ARKQ's other holdings.\nCrypto banking\nBitcoin's sustained growth and adoption among large corporations would seem to support the idea that cryptocurrencies now offer a viable economic alternative, far from the last decade's craze for \"virtual currencies.\" Getting on board the most skeptical, who previously considered that its anonymity constituted a major factor facilitating usage as a currency for criminal transactions, has been made possible through the creation of crypto banks.\nOne of these is Silvergate Capital (SI) which currently has about $5 billion in crypto-backed deposits. But the bank's biggest selling point for customers is its Silvergate Exchange Network, which lets clients transfer dollars to digital currency exchanges at any time. The cryptobank has overcome obstacles of traditional banking, limited by weekday working hours by enabling seamless transactions on a 24/7 basis, with transfers being instantaneous immediately after opening of a deposit account.\nThe bank is up by 1900% during the last year, beating bitcoin's own performance in a demonstration that investors attach more importance to value-added services than the value of the digital asset itself.\nARKF also holds Chinese Tencent Holdings (OTCPK:TCEHY), the creator of WeChat Pay, a payment service for mobile transactions. The company is continuing to invest heavily in blockchain, cloud computing, AI and cybersecurity, amid more regulations by the Chinese authorities, in their attempt to curb on excesses.\nFigure 3: Key metrics of ARK's first six holdings.\nSource: Seeking Alpha\nPursuing further, Zillow Group (Z) operates real estate and home-related information marketplaces on mobile and the Web, focusing on various stages of the home lifecycle, including renting, buying, selling, and financing. The company is synonymous with diversification, but there are others too.\nDiversified holdings\nAs part of her diversification strategy, Cathie has aligned a large number of innovative plays who have brought disruption to their respective field of activities. These companies like Shopify (SHOP) and Twilio (TWLO) operating in the Internet Services and Infrastructure industry have been growing at CAGR rates exceeding 60% for the last five years.\nHowever, they have high Price to Cash flow metrics and low profitability margins resulting in the one-month stock performance being depressed. It's all due to what some analysts have termed as \"the rotation from growth into value stocks,\" where investors tend to choose more profitable stocks with higher level of cash flows and lower P/E ratios.\nFigure 4: ARKF's subsequent holdings.\nSource: Seeking Alpha\nHowever, in addition to Apple(NASDAQ:AAPL), there are other stocks with more balanced growth vs. profitability metrics, also exhibiting higher cash flows relative to share price, such as Adyen N.V (OTCPK:ADYEY), the data processing and outsourcing play. These are just two names in ARKF's 46 holdings, as of March 19.\nValuations and key takeaways\nWhile the outbreak of the pandemic caused investment budgets to be slashed in most industries due to uncertainty, this was not the case for the FinTech sector. However, with the re-opening of the economy mostly as a result of vaccinations, investors are likely to invest more into cyclicals, consumer discretionary and transportation stocks.\nHowever, the confidence in financial technology should remain at an elevated level.\nThe reason is the accelerated pace of digitization which is continuing in every aspect of our personal and business lives as we get sucked up into secular trends constituted by eCommerce, mobile payment, remote working and online entertainment. Consequently, FinTechs that cater for this new paradigm should continue to see immense growth. As for the losers, the actively managed ARKF with an expense ratio of 0.79%, promptly takes measures either to disinvest or reduce exposure to the stock.\nLooking across the FinTech ETF space, there are other funds charging more or less the same fees, but ARKF's average daily traded volumes and performance metrics are strong positives.\nFigure 5: Comparing key metrics with peers.\nSource: Seeking Alpha and wsj.com\nFurthermore, at an average P/E ratio of 49-52, ARKF's valuation does not appear on the high side, especially considering the superior growth opportunity it offers. Looking at holdings, while Square and PayPal each have high trailing P/E Non-GAAP of 118 and 62 respectively, Apple's 32.5 and Intercontinental Exchange's (ICE) 24.66 are at the lower end.\nTherefore, valuations vary widely across ARKF's portfolio, but its average P/E ratio together with peers are much higher than for the S&P 500 at 14.85.\nTherefore, for those who strictly adhere to the value principle, ARKF is richly valued. However, for growth-focused investors, it remains a fact that the more specialized FinTech sector offers better growth and even margin expansion opportunity as the holdings get more matured.\nIn this respect, the pace of investment in the industry should continue, aided by the need for technology-based solutions by banks, digital payment companies and cryptocurrency exchanges. There is a perpetual need for APIs (Application Program Interfaces) interacting with cloud-based infrastructures in the financial services industry to make access to services faster.\nFurthermore, the fact that these companies make use of software in their core business processes makes them more agile at delivering low-cost personalized products using emerging technologies. Also, increasing the dose of blockchain as part of their solutions will lead to lower costs, more rapid customer adoption and higher profitability.\nIn this context, companies like PayPal, Tencent and ICE show that the FinTech ecosystem is somewhat unique, where in addition to out-sized growth rates, companies can still be profitable with significant free cash flows. Also, as per my calculation, the average Debt to Equity ratio for the first twelve stocks is only 65.\nNow, the global FinTech market is anticipated to grow at a CAGR of around 20% from 2020 to 2025. Accordingly, based on the current stock price of $50-52 with the market growing at 20%, ARKF could see an upside to the $60-62 levels by the end of this year. This is an estimate but is realistically possible as ARKF has more strength than others within ARK's family. For this matter, amid the recent downside, it fell by only 14%, compared to 17-20% for others.\nMoreover, in addition to mobile banking and digital payments, FinTechs offer loan services to individuals and businesses, and these should see high volumes during the re-opening of the services sector.\nHence, for those who are interested to form part of ARK's growth story, price momentum indicators point to a fall to the $50 level, induced by rotation-led volatility. This should constitute a buying opportunity.","news_type":1},"isVote":1,"tweetType":1,"viewCount":181,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":323018864,"gmtCreate":1615288240158,"gmtModify":1704780634291,"author":{"id":"3574731047424094","authorId":"3574731047424094","name":"Rachis","avatar":"https://static.tigerbbs.com/ae27d72e6d81357c96a7b54460d121e6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574731047424094","idStr":"3574731047424094"},"themes":[],"htmlText":"?hmmm...","listText":"?hmmm...","text":"?hmmm...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/323018864","repostId":"1157770693","repostType":4,"repost":{"id":"1157770693","kind":"news","pubTimestamp":1615279839,"share":"https://ttm.financial/m/news/1157770693?lang=&edition=fundamental","pubTime":"2021-03-09 16:50","market":"us","language":"en","title":"Stagflation Subterfuge: The Real Disaster Hidden By The Pandemic","url":"https://stock-news.laohu8.com/highlight/detail?id=1157770693","media":"zerohedge","summary":"In recent economic news, headlines are being dominated by concerns overrising bond yields. Increased","content":"<p>In recent economic news, headlines are being dominated by concerns overrising bond yields. Increased bond yields are a sign of a possible spike in inflation and, logically, they call for the Federal Reserve to raise interest rates in order to prevent that inflation.</p>\n<p>Higher bond yields also mean there is a competitive alternative to stocks for investors – both factors that could trigger a plunge in the stock market.</p>\n<p>If one studies the&nbsp;<i>real</i>&nbsp;history behind the stock market crash during the Great Depression, they will find that it was the&nbsp;Federal Reserve’s interest rate hikes&nbsp;that caused and prolonged the disaster after they had created an environment of cheap and easy money throughout the 1920s. Former Chairman Ben Bernanke openly admitted the Fed was responsible back in 2002 in a&nbsp;speech honoring Milton Friedman. He stated:</p>\n<blockquote>\n <b>“In short, according to Friedman and Schwartz, because of institutional changes and misguided doctrines, the banking panics of the Great Contraction were much more severe and widespread than would have normally occurred during a downturn. Let me end my talk by abusing slightly my status as an official representative of the Federal Reserve. I would like to say to Milton and Anna: Regarding the Great Depression. You’re right, we did it. We’re very sorry. But thanks to you, we won’t do it again.”</b>\n</blockquote>\n<p>This then raises the question – inflation or deflation? Will the Fed “do it again?”</p>\n<p>Probably not in exactly the same way, but we will see elements of both inflation and deflation soon in the form of&nbsp;stagflation.</p>\n<p>It’s a Catch-22 that the central bank has created, and many (including myself) believe that the Fed has created the conundrum deliberately. All central banks are tied together by the Bank for International Settlements (BIS) and the BIS is a globalist institution through and through. The globalist agenda seeks to trigger what they call the “Great Reset,” a&nbsp;complete reformation of the global economy and capitalism&nbsp;into a single one world socialist system… managed by the globalists themselves, of course.</p>\n<p>In my view the Fed has always been a kind of institutional suicide bomber; its job is to self-destruct at the right moment and take the U.S. economy down with it, all in the name of spreading its cult-like globalist ideology.</p>\n<p>The only unknown at this point is how they will go about their sabotage. Will the central bank continue to allow&nbsp;inflation to explode&nbsp;the cost of living in the U.S., or will they intervene with&nbsp;higher interest rates&nbsp;and allow stock markets to crash?</p>\n<p>Either way, we face a serious economic crisis in the near future.</p>\n<p><u><b>Increasing Inflation Means Economic Recovery?</b></u></p>\n<p>Mainstream economists will often argue that rising yields and inflation are a “good thing.” They claim this is a sign of rapid economic recovery. I disagree.</p>\n<p>If “inflation” was the same as “recovery,” then there would not have been total economic collapses in Argentina in 2002, in Yugoslavia in 1994, or in&nbsp;Weimar Germany in the early 1920s.</p>\n<p>I do not see recovery. What I see is the rapid devaluation of the dollar’s buying power due to massive fiat printing through stimulus measures. The Fed and the U.S. government are buying a short-term surge in economic activity, but at a hidden cost. This is a condition that the Dollar Index does not even begin to address, but&nbsp;obvious&nbsp;in prices of necessary goods and commodities.</p>\n<p>Keep in mind that all of this is being done in the name of responding to the pandemic. The pandemic is the ultimate excuse for the active destruction of the U.S. economy. Stimulus measures have devolved into helicopter money being thrown about haphazardly as billions are siphoned primarily by major corporations and through fraud. People who are clamoring for a $2,000 relief check from the government have no idea that corporate welfare has been ongoing for the past year along with billions in retroactive tax refunds. All of that money printing is going to cause damage somewhere. It cannot be avoided.</p>\n<p><u><b>It’s Not About The Pandemic</b></u></p>\n<p>Let’s make something clear first: The pandemic is NOT the reason for the stimulus flood. The pandemic did very little to hurt actual business in the U.S. Rather, it was the&nbsp;<b>lockdowns</b>&nbsp;that did most of the damage.</p>\n<p>Think about that for a moment – federal and state governments crushed the economy through lockdowns, then offered the solution of vast stimulus measures. This in turn is destroying financial stability and generating rapid price inflation.</p>\n<p>Conservative states and counties that refused to shut down are&nbsp;recovering at a much faster pace&nbsp;than leftist states which imposed draconian restrictions on citizens. Yet, the lockdowns did nothing to stop the spread of COVID-19 in blue states. So, the lockdowns accomplished no discernible advantage for the public, but they did give the central bank a perfect rationale to further erode the dollar.</p>\n<p>This resulting price inflation is something that not even the red states can escape.</p>\n<p>For example,&nbsp;home prices are rapidly expanding&nbsp;beyond the market bubble of 2006. This is partially due to millions of people participating in perhaps the largest migration in the U.S. since the Great Depression. Anyone who is able is moving away from major cities into suburban and rural areas. But, home prices also have a historic habit of inflating along with currency devaluation. The cost of maintaining and remodeling an older home, or building a new home, rises as the prices of commodities like lumber inflate.</p>\n<p>And lumber prices are certainly inflating! Softwood lumber prices are&nbsp;up at least 110%&nbsp;from a year ago, and are climbing as much as 10%&nbsp;<i>in a week</i>.</p>\n<p>Home rentals also do not escape inflation, as the rising cost of maintaining properties forces landlords to increase rents. The only places where rents are decreasing are major cities that Americans are seeking to flee, such as New York and San Francisco.</p>\n<p><u><b>Inflation In More Than Just Housing</b></u></p>\n<p>The majority of commodities continue to see price inflation across the board.&nbsp;Food&nbsp;and&nbsp;energy prices&nbsp;have been creeping higher for the past year. Governments are once again blaming the pandemic and “stresses on the supply chain,” which may have been a believable claim nine months ago, but not today. Anything to hide the fact that all that stimulus has inflationary consequences.</p>\n<p>Dollar devaluation is the most visible in terms of imported goods. In other words, it costs more dollars to buy goods outside the U.S. as the value of the dollar falls. And since the majority of U.S. retail is supplied by foreign producers, this means that average American consumers will suffer the brunt of inflationary consequences. Public stress and anger will be high.</p>\n<p><u><b>Pandemic Lockdowns Are Just An Excuse</b></u></p>\n<p>This is why the COVID-19 lockdowns must continue and the pandemic fear factory must remain active. The globalists need a cover event for the Reset and they need to keep the citizenry under control, and the pandemic can be blamed for just about anything. I think this is why we are already seeing the media hyping the existence of “COVID mutations.” Do not be surprised if the Biden Administration tries to implement a&nbsp;national lockdown&nbsp;sometime this year in the name of stopping the spread of a&nbsp;“more deadly” COVID-19 variant.</p>\n<p>It won’t matter that the previous lockdowns were useless and all the data shows that keeping the economy open is a superior policy. It might seem like logic is going completely out the window, but there is a very logical reason for what is happening in the minds of globalists.</p>\n<p>Stagflation comes into play through losses in certain sectors of the economy, high unemployment and the inability of wages to keep up with costs.</p>\n<p>There is the continued dismantling of the small business sector, which, again, I believe is being destroyed deliberately. It’s not a mistake that small businesses were predominantly targeted as “non-essential” during the lockdowns. It’s also not a coincidence that the&nbsp;majority of COVID-19 PPP loans&nbsp;went to big box corporations while small businesses received almost nothing. The small business sector is being erased, leaving only the corporate sector to provide for consumers.</p>\n<p>This may be why Democrats are so adamant about raising the federal minimum wage to $15 an hour. Wages are already rising according to market demand and region. The average non-skilled worker in the U.S. is making around $11 an hour. There is no need for the government to interfere, unless they have ulterior motives.</p>\n<p>A $15 minimum wage would likely&nbsp;crush what’s left of small businesses, and only corporations that are receiving the bulk of stimulus dollars will be able to afford to pay workers the higher rate. On top of that, years from now the government could claim they “took action” to front-run stagflation by increasing people’s pay. But a $15 minimum wage is most useful to the establishment in the short term because it muddies the waters on the inflation issue.</p>\n<p>Prices will continue to rise due to dollar devaluation, but the media and government will say that it has nothing to do with the dollar and everything to do with companies raising shelf prices to offset increased labor costs.</p>\n<p><u><b>The Biggest Threat In The History Of American Society</b></u></p>\n<p>I suspect that the establishment will do everything in its power to distract the public from the biggest threat in the history of American society – the&nbsp;stagflationary time bomb</p>\n<p>If they admit to its existence then the public could prepare for it, and they don’t want that. If Americans were to&nbsp;decentralize their local economies, support local small businesses instead of big box retailers, start producing necessities for themselves, and if they started developing currency alternatives like local scrip backed by commodities… then they would be able to survive a national financial crisis.</p>\n<p>In fact, I guarantee that any community, county or state that takes these steps will immediately be targeted by the federal government, further revealing the truth: The establishment wants the public to suffer.</p>\n<p>They want economic disaster. They<b>do not want people to have the option of taking care of themselves</b>. They need people scared, desperate and malleable,<b>or they will never achieve&nbsp;their Reset agenda.</b></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>Stagflation Subterfuge: The Real Disaster Hidden By The Pandemic</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\">\nStagflation Subterfuge: The Real Disaster Hidden By The Pandemic\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-09 16:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.zerohedge.com/geopolitical/stagflation-subterfuge-real-disaster-hidden-pandemic?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29><strong>zerohedge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>In recent economic news, headlines are being dominated by concerns overrising bond yields. Increased bond yields are a sign of a possible spike in inflation and, logically, they call for the Federal ...</p>\n\n<a href=\"https://www.zerohedge.com/geopolitical/stagflation-subterfuge-real-disaster-hidden-pandemic?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.zerohedge.com/geopolitical/stagflation-subterfuge-real-disaster-hidden-pandemic?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157770693","content_text":"In recent economic news, headlines are being dominated by concerns overrising bond yields. Increased bond yields are a sign of a possible spike in inflation and, logically, they call for the Federal Reserve to raise interest rates in order to prevent that inflation.\nHigher bond yields also mean there is a competitive alternative to stocks for investors – both factors that could trigger a plunge in the stock market.\nIf one studies the real history behind the stock market crash during the Great Depression, they will find that it was the Federal Reserve’s interest rate hikes that caused and prolonged the disaster after they had created an environment of cheap and easy money throughout the 1920s. Former Chairman Ben Bernanke openly admitted the Fed was responsible back in 2002 in a speech honoring Milton Friedman. He stated:\n\n“In short, according to Friedman and Schwartz, because of institutional changes and misguided doctrines, the banking panics of the Great Contraction were much more severe and widespread than would have normally occurred during a downturn. Let me end my talk by abusing slightly my status as an official representative of the Federal Reserve. I would like to say to Milton and Anna: Regarding the Great Depression. You’re right, we did it. We’re very sorry. But thanks to you, we won’t do it again.”\n\nThis then raises the question – inflation or deflation? Will the Fed “do it again?”\nProbably not in exactly the same way, but we will see elements of both inflation and deflation soon in the form of stagflation.\nIt’s a Catch-22 that the central bank has created, and many (including myself) believe that the Fed has created the conundrum deliberately. All central banks are tied together by the Bank for International Settlements (BIS) and the BIS is a globalist institution through and through. The globalist agenda seeks to trigger what they call the “Great Reset,” a complete reformation of the global economy and capitalism into a single one world socialist system… managed by the globalists themselves, of course.\nIn my view the Fed has always been a kind of institutional suicide bomber; its job is to self-destruct at the right moment and take the U.S. economy down with it, all in the name of spreading its cult-like globalist ideology.\nThe only unknown at this point is how they will go about their sabotage. Will the central bank continue to allow inflation to explode the cost of living in the U.S., or will they intervene with higher interest rates and allow stock markets to crash?\nEither way, we face a serious economic crisis in the near future.\nIncreasing Inflation Means Economic Recovery?\nMainstream economists will often argue that rising yields and inflation are a “good thing.” They claim this is a sign of rapid economic recovery. I disagree.\nIf “inflation” was the same as “recovery,” then there would not have been total economic collapses in Argentina in 2002, in Yugoslavia in 1994, or in Weimar Germany in the early 1920s.\nI do not see recovery. What I see is the rapid devaluation of the dollar’s buying power due to massive fiat printing through stimulus measures. The Fed and the U.S. government are buying a short-term surge in economic activity, but at a hidden cost. This is a condition that the Dollar Index does not even begin to address, but obvious in prices of necessary goods and commodities.\nKeep in mind that all of this is being done in the name of responding to the pandemic. The pandemic is the ultimate excuse for the active destruction of the U.S. economy. Stimulus measures have devolved into helicopter money being thrown about haphazardly as billions are siphoned primarily by major corporations and through fraud. People who are clamoring for a $2,000 relief check from the government have no idea that corporate welfare has been ongoing for the past year along with billions in retroactive tax refunds. All of that money printing is going to cause damage somewhere. It cannot be avoided.\nIt’s Not About The Pandemic\nLet’s make something clear first: The pandemic is NOT the reason for the stimulus flood. The pandemic did very little to hurt actual business in the U.S. Rather, it was the lockdowns that did most of the damage.\nThink about that for a moment – federal and state governments crushed the economy through lockdowns, then offered the solution of vast stimulus measures. This in turn is destroying financial stability and generating rapid price inflation.\nConservative states and counties that refused to shut down are recovering at a much faster pace than leftist states which imposed draconian restrictions on citizens. Yet, the lockdowns did nothing to stop the spread of COVID-19 in blue states. So, the lockdowns accomplished no discernible advantage for the public, but they did give the central bank a perfect rationale to further erode the dollar.\nThis resulting price inflation is something that not even the red states can escape.\nFor example, home prices are rapidly expanding beyond the market bubble of 2006. This is partially due to millions of people participating in perhaps the largest migration in the U.S. since the Great Depression. Anyone who is able is moving away from major cities into suburban and rural areas. But, home prices also have a historic habit of inflating along with currency devaluation. The cost of maintaining and remodeling an older home, or building a new home, rises as the prices of commodities like lumber inflate.\nAnd lumber prices are certainly inflating! Softwood lumber prices are up at least 110% from a year ago, and are climbing as much as 10% in a week.\nHome rentals also do not escape inflation, as the rising cost of maintaining properties forces landlords to increase rents. The only places where rents are decreasing are major cities that Americans are seeking to flee, such as New York and San Francisco.\nInflation In More Than Just Housing\nThe majority of commodities continue to see price inflation across the board. Food and energy prices have been creeping higher for the past year. Governments are once again blaming the pandemic and “stresses on the supply chain,” which may have been a believable claim nine months ago, but not today. Anything to hide the fact that all that stimulus has inflationary consequences.\nDollar devaluation is the most visible in terms of imported goods. In other words, it costs more dollars to buy goods outside the U.S. as the value of the dollar falls. And since the majority of U.S. retail is supplied by foreign producers, this means that average American consumers will suffer the brunt of inflationary consequences. Public stress and anger will be high.\nPandemic Lockdowns Are Just An Excuse\nThis is why the COVID-19 lockdowns must continue and the pandemic fear factory must remain active. The globalists need a cover event for the Reset and they need to keep the citizenry under control, and the pandemic can be blamed for just about anything. I think this is why we are already seeing the media hyping the existence of “COVID mutations.” Do not be surprised if the Biden Administration tries to implement a national lockdown sometime this year in the name of stopping the spread of a “more deadly” COVID-19 variant.\nIt won’t matter that the previous lockdowns were useless and all the data shows that keeping the economy open is a superior policy. It might seem like logic is going completely out the window, but there is a very logical reason for what is happening in the minds of globalists.\nStagflation comes into play through losses in certain sectors of the economy, high unemployment and the inability of wages to keep up with costs.\nThere is the continued dismantling of the small business sector, which, again, I believe is being destroyed deliberately. It’s not a mistake that small businesses were predominantly targeted as “non-essential” during the lockdowns. It’s also not a coincidence that the majority of COVID-19 PPP loans went to big box corporations while small businesses received almost nothing. The small business sector is being erased, leaving only the corporate sector to provide for consumers.\nThis may be why Democrats are so adamant about raising the federal minimum wage to $15 an hour. Wages are already rising according to market demand and region. The average non-skilled worker in the U.S. is making around $11 an hour. There is no need for the government to interfere, unless they have ulterior motives.\nA $15 minimum wage would likely crush what’s left of small businesses, and only corporations that are receiving the bulk of stimulus dollars will be able to afford to pay workers the higher rate. On top of that, years from now the government could claim they “took action” to front-run stagflation by increasing people’s pay. But a $15 minimum wage is most useful to the establishment in the short term because it muddies the waters on the inflation issue.\nPrices will continue to rise due to dollar devaluation, but the media and government will say that it has nothing to do with the dollar and everything to do with companies raising shelf prices to offset increased labor costs.\nThe Biggest Threat In The History Of American Society\nI suspect that the establishment will do everything in its power to distract the public from the biggest threat in the history of American society – the stagflationary time bomb\nIf they admit to its existence then the public could prepare for it, and they don’t want that. If Americans were to decentralize their local economies, support local small businesses instead of big box retailers, start producing necessities for themselves, and if they started developing currency alternatives like local scrip backed by commodities… then they would be able to survive a national financial crisis.\nIn fact, I guarantee that any community, county or state that takes these steps will immediately be targeted by the federal government, further revealing the truth: The establishment wants the public to suffer.\nThey want economic disaster. Theydo not want people to have the option of taking care of themselves. They need people scared, desperate and malleable,or they will never achieve their Reset agenda.","news_type":1},"isVote":1,"tweetType":1,"viewCount":191,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":329138325,"gmtCreate":1615214462867,"gmtModify":1704779669151,"author":{"id":"3574731047424094","authorId":"3574731047424094","name":"Rachis","avatar":"https://static.tigerbbs.com/ae27d72e6d81357c96a7b54460d121e6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574731047424094","idStr":"3574731047424094"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/329138325","repostId":"1134232335","repostType":4,"repost":{"id":"1134232335","kind":"news","pubTimestamp":1615205309,"share":"https://ttm.financial/m/news/1134232335?lang=&edition=fundamental","pubTime":"2021-03-08 20:08","market":"us","language":"en","title":"Young people looking to spend almost half of their stimulus check on stocks: Survey","url":"https://stock-news.laohu8.com/highlight/detail?id=1134232335","media":"cnbc","summary":"KEY POINTS\n\nResponses in the survey showed that half of 25 to 34-year-olds plan to spend 50% of thei","content":"<div>\n<p>KEY POINTS\n\nResponses in the survey showed that half of 25 to 34-year-olds plan to spend 50% of their stimulus checks on stocks.\nMeanwhile, 18 to 24-year-olds involved in the survey planned to use 40%...</p>\n\n<a href=\"https://www.cnbc.com/2021/03/08/how-the-young-plan-to-spend-stimulus-checks-deutsche-bank.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>Young people looking to spend almost half of their stimulus check on stocks: Survey</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\">\nYoung people looking to spend almost half of their stimulus check on stocks: Survey\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-08 20:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/03/08/how-the-young-plan-to-spend-stimulus-checks-deutsche-bank.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTS\n\nResponses in the survey showed that half of 25 to 34-year-olds plan to spend 50% of their stimulus checks on stocks.\nMeanwhile, 18 to 24-year-olds involved in the survey planned to use 40%...</p>\n\n<a href=\"https://www.cnbc.com/2021/03/08/how-the-young-plan-to-spend-stimulus-checks-deutsche-bank.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://www.cnbc.com/2021/03/08/how-the-young-plan-to-spend-stimulus-checks-deutsche-bank.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1134232335","content_text":"KEY POINTS\n\nResponses in the survey showed that half of 25 to 34-year-olds plan to spend 50% of their stimulus checks on stocks.\nMeanwhile, 18 to 24-year-olds involved in the survey planned to use 40% of any stimulus checks on stocks.\nAnd 35 to 54-year-olds surveyed planned to use 37% of their checks on stock market investment.\nThe over-55s surveyed said they’d put only 16% into stocks.\n\nA survey from Deutsche Bank has given an insight into how much cash from U.S. stimulus checks might find its way into the stock market.\nResponses in the survey showed that half of 25 to 34-year-olds plan to spend 50% of their stimulus checks on stocks, leading the German investment bank to state that “a large amount of the upcoming U.S. stimulus checks will probably find their way into equities.”\nMeanwhile, 18 to 24-year-olds involved in the survey planned to use 40% of any stimulus checks on stocks, and 35 to 54-year-olds surveyed planned to use 37% of their checks on stock market investment. The over-55s surveyed said they’d put only 16% into stocks.\nIn all, the online survey of 430 retail investors found that respondents plan to put a large chunk (37%) of any forthcoming stimulus directly into stocks, which could represent a sizable inflow into the market of $170 billion, Deutsche Bank estimated.\nThe report, authored by Deutsche Bank Strategist Jim Reid and Research Associate Raj Bhattacharyya and first published late last month, focused on a growing trend of younger people getting into retail investment.\nThe overall sample had nearly equal representation of those under 34 (41%) and 34-54 (37%) and a somewhat smaller share of those over 55 years of age, Deutsche Bank noted. In terms of income distribution, the biggest group was in the $50,000 to 100,000 range (34%), which aligns with the U.S. median income of around $69,000. Most respondents were either employed full-time (59%) or retired (12%).\nPrevious payments\nThe survey found that previous stimulus payments, handed out in recent months in a bid to jumpstart the U.S. economy in the midst of the coronavirus pandemic, “were widely reported as being used for investing in stocks.”\nA vast majority (72%) of the respondents reported getting a stimulus payment and more than half (53%) said they invested some of the stimulus money in the stock market. Younger people were much more likely to have invested in stocks using the payments, the research said.\nWhile the analysts noted that these checks were still a small proportion of the overall funds invested in the market, they predicted a change with the next batch of payments. “Going forward however, survey respondents plan to put a large chunk (37%) of any forthcoming stimulus checks directly into equities, which could represent a sizable inflow,” the bank said.\n‘Aggressive cohort’\nNew retail investors are seen as a key driver of a rally in U.S. stock markets over the past year, described by strategists as the 2020 “retail wave.” The survey found that more than half of all respondents raised their investments in stocks over the past year, with just under half (45%) investing for the very first time.\n“Behind the recent surge in retail investing is a younger, often new-to-investing, and aggressive cohort not afraid to employ leverage,” Reid and Bhattacharyya noted.\n“Given stimulus checks are currently penciled in at circa $405 billion in Biden’s plan (before Senate revisions), that gives us a maximum of around $150 billion that could go into U.S. equities based on our survey,” although they noted that only a proportion of stimulus check recipients have trading accounts.\n“If we estimate this at around 20% (based on some historical assumptions), that would still provide around circa $30 billion of firepower — and that’s before we talk about any possible boosts to 401k plans outside of trading accounts.”\nInternational markets will be keeping a keen eye on the progress of the Covid relief bill in the coming days. The Senate passed a $1.9 trillion economic relief and stimulus bill on Saturday, paving the way for extensions to unemployment benefits, another round of stimulus checks and aid to state and local governments.\nThe legislation includes direct payments of up to $1,400 to most Americans, a $300 weekly boost to jobless benefits into September and an expansion of the child tax credit for one year. The Democrat-controlled House will pass the bill later this week and President Joe Biden is expected to sign it into law before unemployment aid programs expire on March 14.\nThe retail investment theme has also been seen as a reason behind the recent volatility of some under loved stocks in the U.S. Some investors have used the social media platform Reddit to coordinate trades on certain stocks, pushing up the prices of those firms which has led to big losses for some hedge funds that had betted against them.","news_type":1},"isVote":1,"tweetType":1,"viewCount":136,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":329318331,"gmtCreate":1615207507723,"gmtModify":1704779546167,"author":{"id":"3574731047424094","authorId":"3574731047424094","name":"Rachis","avatar":"https://static.tigerbbs.com/ae27d72e6d81357c96a7b54460d121e6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574731047424094","idStr":"3574731047424094"},"themes":[],"htmlText":"buckle up and sit tight.the ride’s just started","listText":"buckle up and sit tight.the ride’s just started","text":"buckle up and sit tight.the ride’s just started","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/329318331","repostId":"1186773953","repostType":4,"repost":{"id":"1186773953","kind":"news","pubTimestamp":1615197331,"share":"https://ttm.financial/m/news/1186773953?lang=&edition=fundamental","pubTime":"2021-03-08 17:55","market":"us","language":"en","title":"EV Brutal Sell-Off Presets A 'Buckle The Seat Belts' Buy Opportunity, Says Wedbush","url":"https://stock-news.laohu8.com/highlight/detail?id=1186773953","media":"Benzinga","summary":"The brutal sell-off in EV stocks likeTesla IncTSLAandNio IncNIOis a “buckle the seat belts” buy oppo","content":"<p>The brutal sell-off in EV stocks like<b>Tesla Inc</b>TSLAand<b>Nio Inc</b>NIOis a “buckle the seat belts” buy opportunity, according to Wedbush analyst Daniel Ives.</p>\n<p>The analyst noted that the white knuckles across the sector had been focused on Chinese EV players like<b>Xpeng Inc</b>XPEV, Nio, and<b>Li Auto, Inc</b>&nbsp;LIalong with battery plays such as<b>QuantumScape Corp</b>QS.</p>\n<p><b>The Party’s On:</b>Ives said in a note on Friday that the “EV party is just beginning” in a response to a question from investors who want to know if the rally in EV stocks is over.</p>\n<p>“Our answer is emphatically that the EV party and transformation is just beginning as this industry is on the cusp of a $5 trillion market opportunity over the next decade.”</p>\n<p>Ives pointed out that EV penetration is only 3% today on a worldwide basis and he believes it is going to reach 10% by 2025 with “a green tidal wave on the horizon.”</p>\n<p><b>Massive Buying Opportunity:</b>The recent sell-off in EV stocks is a “massive buying opportunity” to own both Chinese EV players as well as pack leader Tesla, as per Ives.</p>\n<p>“While the stocks and the EV space is clearly going through a digestion period, we view this as a short-term pullback in a multi-year upward rally.”</p>\n<p><b>A Bigger Landscape:</b>The analyst said that the EV landscape is bigger than just automakers. Over the next years, Wall Street can expect an “enormous ecosystem” of EV battery players, green-driven EV recycle pure plays, and supercharger infrastructure vendors.</p>\n<p><b>Biden-driven Green Wave:</b>Ives said that there are many pure-play and innovative EV players on both the commercial and consumer front ready to take advantage of the domestic wave in EVs driven by the Biden administration’s policies. He expects tax credits and incentives surrounding EVs to ramp up significantly in the coming months.</p>\n<p><b>Big Players Diving Deep:General Motors Company</b>GM,<b>Volkswagen AG</b>VWAGY, and<b>Ford Motor Company</b>Fare all “jumping into the deep end of the pool on EVs,” as per Ives. This is a testament to the pent-up demand globally around EV technology. Ives specifically pointed out to Volkswagen which said on Friday that 70% of its European sales will be EVs by 2030, which is double its previous target of 35%.</p>","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>EV Brutal Sell-Off Presets A 'Buckle The Seat Belts' Buy Opportunity, Says Wedbush</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\">\nEV Brutal Sell-Off Presets A 'Buckle The Seat Belts' Buy Opportunity, Says Wedbush\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-08 17:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/analyst-ratings/analyst-color/21/03/20048371/ev-brutal-sell-off-presets-a-buckle-the-seat-belts-buy-opportunity-says-wedbush><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The brutal sell-off in EV stocks likeTesla IncTSLAandNio IncNIOis a “buckle the seat belts” buy opportunity, according to Wedbush analyst Daniel Ives.\nThe analyst noted that the white knuckles across ...</p>\n\n<a href=\"https://www.benzinga.com/analyst-ratings/analyst-color/21/03/20048371/ev-brutal-sell-off-presets-a-buckle-the-seat-belts-buy-opportunity-says-wedbush\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.benzinga.com/analyst-ratings/analyst-color/21/03/20048371/ev-brutal-sell-off-presets-a-buckle-the-seat-belts-buy-opportunity-says-wedbush","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1186773953","content_text":"The brutal sell-off in EV stocks likeTesla IncTSLAandNio IncNIOis a “buckle the seat belts” buy opportunity, according to Wedbush analyst Daniel Ives.\nThe analyst noted that the white knuckles across the sector had been focused on Chinese EV players likeXpeng IncXPEV, Nio, andLi Auto, Inc LIalong with battery plays such asQuantumScape CorpQS.\nThe Party’s On:Ives said in a note on Friday that the “EV party is just beginning” in a response to a question from investors who want to know if the rally in EV stocks is over.\n“Our answer is emphatically that the EV party and transformation is just beginning as this industry is on the cusp of a $5 trillion market opportunity over the next decade.”\nIves pointed out that EV penetration is only 3% today on a worldwide basis and he believes it is going to reach 10% by 2025 with “a green tidal wave on the horizon.”\nMassive Buying Opportunity:The recent sell-off in EV stocks is a “massive buying opportunity” to own both Chinese EV players as well as pack leader Tesla, as per Ives.\n“While the stocks and the EV space is clearly going through a digestion period, we view this as a short-term pullback in a multi-year upward rally.”\nA Bigger Landscape:The analyst said that the EV landscape is bigger than just automakers. Over the next years, Wall Street can expect an “enormous ecosystem” of EV battery players, green-driven EV recycle pure plays, and supercharger infrastructure vendors.\nBiden-driven Green Wave:Ives said that there are many pure-play and innovative EV players on both the commercial and consumer front ready to take advantage of the domestic wave in EVs driven by the Biden administration’s policies. He expects tax credits and incentives surrounding EVs to ramp up significantly in the coming months.\nBig Players Diving Deep:General Motors CompanyGM,Volkswagen AGVWAGY, andFord Motor CompanyFare all “jumping into the deep end of the pool on EVs,” as per Ives. This is a testament to the pent-up demand globally around EV technology. Ives specifically pointed out to Volkswagen which said on Friday that 70% of its European sales will be EVs by 2030, which is double its previous target of 35%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":116,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":367235707,"gmtCreate":1614953316909,"gmtModify":1704777389011,"author":{"id":"3574731047424094","authorId":"3574731047424094","name":"Rachis","avatar":"https://static.tigerbbs.com/ae27d72e6d81357c96a7b54460d121e6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574731047424094","idStr":"3574731047424094"},"themes":[],"htmlText":"some way to go tho","listText":"some way to go tho","text":"some way to go tho","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/367235707","repostId":"367133585","repostType":1,"repost":{"id":367133585,"gmtCreate":1614918300947,"gmtModify":1704776981502,"author":{"id":"3557433279201512","authorId":"3557433279201512","name":"Couragesther","avatar":"https://static.tigerbbs.com/fb776fde22322bb11f3651d216a6b06e","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3557433279201512","idStr":"3557433279201512"},"themes":[],"htmlText":"Eyeing this once it hits the $40 range","listText":"Eyeing this once it hits the $40 range","text":"Eyeing this once it hits the $40 range","images":[{"img":"https://static.tigerbbs.com/f18cdc420d90916b28e53cf09afa9408","width":"750","height":"1829"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/367133585","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":206,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":365341095,"gmtCreate":1614698294017,"gmtModify":1704774236932,"author":{"id":"3574731047424094","authorId":"3574731047424094","name":"Rachis","avatar":"https://static.tigerbbs.com/ae27d72e6d81357c96a7b54460d121e6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574731047424094","idStr":"3574731047424094"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/365341095","repostId":"1122180672","repostType":4,"isVote":1,"tweetType":1,"viewCount":139,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":365349057,"gmtCreate":1614698086879,"gmtModify":1704774234021,"author":{"id":"3574731047424094","authorId":"3574731047424094","name":"Rachis","avatar":"https://static.tigerbbs.com/ae27d72e6d81357c96a7b54460d121e6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574731047424094","idStr":"3574731047424094"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/365349057","repostId":"1122180672","repostType":4,"repost":{"id":"1122180672","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1614697099,"share":"https://ttm.financial/m/news/1122180672?lang=&edition=fundamental","pubTime":"2021-03-02 22:58","market":"other","language":"en","title":"NIO plunged more than 7%","url":"https://stock-news.laohu8.com/highlight/detail?id=1122180672","media":"老虎资讯综合","summary":"(March 2) NIO Inc.  reported a wider-than-expected loss for its fourth quarter, but issued strong re","content":"<p>(March 2)&nbsp;<a href=\"https://laohu8.com/S/NIO\">NIO Inc.</a>  reported a wider-than-expected loss for its fourth quarter, but issued strong revenue guidance for the first quarter. The EV maker also announced a month-over-month drop in deliveries for February.</p><p>NIO plunged more than 7%.<img src=\"https://static.tigerbbs.com/b37a09b32e73be5620e2ffca84d7c7a8\" tg-width=\"1085\" tg-height=\"499\" referrerpolicy=\"no-referrer\"></p><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>NIO plunged more than 7%</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\">\nNIO plunged more than 7%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\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\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-03-02 22:58</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>(March 2)&nbsp;<a href=\"https://laohu8.com/S/NIO\">NIO Inc.</a>  reported a wider-than-expected loss for its fourth quarter, but issued strong revenue guidance for the first quarter. The EV maker also announced a month-over-month drop in deliveries for February.</p><p>NIO plunged more than 7%.<img src=\"https://static.tigerbbs.com/b37a09b32e73be5620e2ffca84d7c7a8\" tg-width=\"1085\" tg-height=\"499\" referrerpolicy=\"no-referrer\"></p><p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122180672","content_text":"(March 2) NIO Inc.  reported a wider-than-expected loss for its fourth quarter, but issued strong revenue guidance for the first quarter. The EV maker also announced a month-over-month drop in deliveries for February.NIO plunged more than 7%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":78,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}