Myname personal page - To The Moon

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2022-09-16

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A $3.2 Trillion Option Expiration Seen Worsening Post-CPI Rout

2022-12-02

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Sea Limited: Bears Didn't See This Coming

2022-11-11

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Wall Street Ends Sharply Higher on Sign of Cooling Inflation

2022-10-25

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Rishi Sunak: the $1.3b PM Who’s Richer Than the King

2021-08-09

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3 Top Large-Cap Stocks to Buy in August

2022-11-21

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The Fed Minutes May Deliver A Massive Blow To The Stock Market

2022-12-27

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Wall Street and Fed Flopped in Trying to Predict 2022

2022-12-03

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Payrolls Increased 263,000 in November, Much Better Than Expected

2022-11-29

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US STOCKS-Wall Street Ends Down Sharply, Hit By Apple

2022-10-31

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Federal Reserve Meeting, October Jobs Data, Uber and PayPal Earnings, and More for Investors to Watch this Week

2022-10-02

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7 Stocks to Sell in October

2022-09-20

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5 Top Stocks Cathie Wood Is Buying Right Now

2021-05-14

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Early Tesla backer and top fund manager attacks Warren Buffett's strategy. Here's his investing advice.

2022-12-24

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Tesla: Elon Musk, Bring The Pain

2022-11-19

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US STOCKS-S&P 500 Ends Higher, Led By Defensive Shares

2022-10-28

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Is Apple A Buy After FQ4 2022 Earnings? Keep Your Eyes On Services

2022-10-07

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Now Is Not the Time to Park Any Money in NIO Stock

2022-09-29

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Apple: A Bearish Sign For The First Time

2022-08-20

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$100M College Whiz Who Scored As BBBY Squeezed Says He "Wasn't That Aware It Was A Meme"

2022-07-14

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3 Warning Signs From the 9.1% Red-Hot Inflation Report—and 3 Signs of Real Hope

Go to Tiger App to see more news

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ok...... play play","listText":"Ok.... ok...... play play","text":"Ok.... ok...... play play","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9942677509","isVote":1,"tweetType":1,"viewCount":768,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9946762085,"gmtCreate":1681057222248,"gmtModify":1681057227570,"author":{"id":"3575455489344050","authorId":"3575455489344050","name":"Myname","avatar":"https://static.tigerbbs.com/3fff4aa421deeb7a8d801ab27a14a82f","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575455489344050","authorIdStr":"3575455489344050"},"themes":[],"htmlText":"Play and enjoy the game!!!!!!","listText":"Play and enjoy the game!!!!!!","text":"Play and enjoy the 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game???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9946403531","isVote":1,"tweetType":1,"viewCount":82,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9946837749,"gmtCreate":1680913382982,"gmtModify":1680913386586,"author":{"id":"3575455489344050","authorId":"3575455489344050","name":"Myname","avatar":"https://static.tigerbbs.com/3fff4aa421deeb7a8d801ab27a14a82f","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575455489344050","authorIdStr":"3575455489344050"},"themes":[],"htmlText":"Hunt the eggs.... yeah","listText":"Hunt the eggs.... yeah","text":"Hunt the eggs.... yeah","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9946837749","isVote":1,"tweetType":1,"viewCount":200,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9946007772,"gmtCreate":1680799737196,"gmtModify":1680799740837,"author":{"id":"3575455489344050","authorId":"3575455489344050","name":"Myname","avatar":"https://static.tigerbbs.com/3fff4aa421deeb7a8d801ab27a14a82f","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575455489344050","authorIdStr":"3575455489344050"},"themes":[],"htmlText":"Pls try the game out........","listText":"Pls try the game out........","text":"Pls try the game out........","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9946007772","isVote":1,"tweetType":1,"viewCount":241,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9948239795,"gmtCreate":1680710592617,"gmtModify":1680710595411,"author":{"id":"3575455489344050","authorId":"3575455489344050","name":"Myname","avatar":"https://static.tigerbbs.com/3fff4aa421deeb7a8d801ab27a14a82f","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575455489344050","authorIdStr":"3575455489344050"},"themes":[],"htmlText":"Slow... laggy.........","listText":"Slow... laggy.........","text":"Slow... laggy.........","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9948239795","isVote":1,"tweetType":1,"viewCount":43,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9948357150,"gmtCreate":1680629977071,"gmtModify":1680629980563,"author":{"id":"3575455489344050","authorId":"3575455489344050","name":"Myname","avatar":"https://static.tigerbbs.com/3fff4aa421deeb7a8d801ab27a14a82f","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575455489344050","authorIdStr":"3575455489344050"},"themes":[],"htmlText":"Repost and join the game!!!","listText":"Repost and join the game!!!","text":"Repost and join the game!!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9948357150","repostId":"9943960936","repostType":1,"repost":{"id":9943960936,"gmtCreate":1679046534725,"gmtModify":1680580626622,"author":{"id":"3527667667103859","authorId":"3527667667103859","name":"TigerEvents","avatar":"https://community-static.tradeup.com/news/c266ef25181ace18bec1262357bbe1a8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667667103859","authorIdStr":"3527667667103859"},"themes":[],"title":"【Game】Easter Egg Hunting with Tiger, Win Disney Shares and USD 120 Voucher","htmlText":"🐰🌷 Hop into the Easter spirit and join our \"Tiger's Egg Hunting\" game! 🎉Stand to win free Disney stocks and a USD 120 cash voucher!🎁🌟Our interactive Easter game is open to Tigers, and it's so easy to play! Simply jump and catch the egg, and you could be a lucky winner. 🐇That's not all. You can also invite your friends to join in the fun to earn more points. Plus, you can challenge your friends for a race up the leaderboard. Let's fly to the moon together!Don't miss out on this egg-citing opportunity to win BIG! Join the game now and hop on your way to victory. 🥳🐣<a href=\"https://www.tigerbrokers.com.sg/activity/market/2023/easter/?adcode=20230316162207#/\" target=\"_blank\">Join our Easter campaign now</a>","listText":"🐰🌷 Hop into the Easter spirit and join our \"Tiger's Egg Hunting\" game! 🎉Stand to win free Disney stocks and a USD 120 cash voucher!🎁🌟Our interactive Easter game is open to Tigers, and it's so easy to play! Simply jump and catch the egg, and you could be a lucky winner. 🐇That's not all. You can also invite your friends to join in the fun to earn more points. Plus, you can challenge your friends for a race up the leaderboard. Let's fly to the moon together!Don't miss out on this egg-citing opportunity to win BIG! Join the game now and hop on your way to victory. 🥳🐣<a href=\"https://www.tigerbrokers.com.sg/activity/market/2023/easter/?adcode=20230316162207#/\" target=\"_blank\">Join our Easter campaign now</a>","text":"🐰🌷 Hop into the Easter spirit and join our \"Tiger's Egg Hunting\" game! 🎉Stand to win free Disney stocks and a USD 120 cash voucher!🎁🌟Our interactive Easter game is open to Tigers, and it's so easy to play! Simply jump and catch the egg, and you could be a lucky winner. 🐇That's not all. You can also invite your friends to join in the fun to earn more points. Plus, you can challenge your friends for a race up the leaderboard. Let's fly to the moon together!Don't miss out on this egg-citing opportunity to win BIG! Join the game now and hop on your way to victory. 🥳🐣Join our Easter campaign now","images":[{"img":"https://community-static.tradeup.com/news/c90a7371a3bcd1e6c552d2aa23f72c33","width":"1200","height":"630"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943960936","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":332,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9948357015,"gmtCreate":1680629940537,"gmtModify":1680629944435,"author":{"id":"3575455489344050","authorId":"3575455489344050","name":"Myname","avatar":"https://static.tigerbbs.com/3fff4aa421deeb7a8d801ab27a14a82f","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575455489344050","authorIdStr":"3575455489344050"},"themes":[],"htmlText":"Gogogogogogo!!!!! Thanks","listText":"Gogogogogogo!!!!! Thanks","text":"Gogogogogogo!!!!! Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9948357015","isVote":1,"tweetType":1,"viewCount":101,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9957350831,"gmtCreate":1677031221124,"gmtModify":1677031223327,"author":{"id":"3575455489344050","authorId":"3575455489344050","name":"Myname","avatar":"https://static.tigerbbs.com/3fff4aa421deeb7a8d801ab27a14a82f","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575455489344050","authorIdStr":"3575455489344050"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957350831","repostId":"9957329486","repostType":1,"repost":{"id":9957329486,"gmtCreate":1677024741446,"gmtModify":1677030412008,"author":{"id":"4098573842489750","authorId":"4098573842489750","name":"ToughCoyote","avatar":"https://static.tigerbbs.com/58563f63b7e52669e57762bb4ebee968","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098573842489750","authorIdStr":"4098573842489750"},"themes":[],"htmlText":"everyone knows that the ChatGPT, which has been madly speculated recently, is really at no time. With the accelerated development of AIGC in China, China Mobile, as a \"water seller\" of China's computing power and data elements, whether it is to use its own high-quality data for model self-development, or to provide data to a third party for training, operators will become China's \"data elements in the future\" +AI\" core participant under the business system. Therefore, China Mobile can be said to be \"food is the water\", so I will recommend a stock for you today as China Mobile. In addition, it was found yesterday that the transaction transaction has increased, and the stock price has continued to break through. Yuan, up 3.05%. China Mobile has always been a good interest-bearing stock, and","listText":"everyone knows that the ChatGPT, which has been madly speculated recently, is really at no time. With the accelerated development of AIGC in China, China Mobile, as a \"water seller\" of China's computing power and data elements, whether it is to use its own high-quality data for model self-development, or to provide data to a third party for training, operators will become China's \"data elements in the future\" +AI\" core participant under the business system. Therefore, China Mobile can be said to be \"food is the water\", so I will recommend a stock for you today as China Mobile. In addition, it was found yesterday that the transaction transaction has increased, and the stock price has continued to break through. Yuan, up 3.05%. China Mobile has always been a good interest-bearing stock, and","text":"everyone knows that the ChatGPT, which has been madly speculated recently, is really at no time. With the accelerated development of AIGC in China, China Mobile, as a \"water seller\" of China's computing power and data elements, whether it is to use its own high-quality data for model self-development, or to provide data to a third party for training, operators will become China's \"data elements in the future\" +AI\" core participant under the business system. Therefore, China Mobile can be said to be \"food is the water\", so I will recommend a stock for you today as China Mobile. In addition, it was found yesterday that the transaction transaction has increased, and the stock price has continued to break through. Yuan, up 3.05%. China Mobile has always been a good interest-bearing stock, and","images":[],"top":1,"highlighted":2,"essential":2,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957329486","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":136,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9956745396,"gmtCreate":1674231243615,"gmtModify":1676538932201,"author":{"id":"3575455489344050","authorId":"3575455489344050","name":"Myname","avatar":"https://static.tigerbbs.com/3fff4aa421deeb7a8d801ab27a14a82f","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575455489344050","authorIdStr":"3575455489344050"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9956745396","repostId":"9956741007","repostType":1,"repost":{"id":9956741007,"gmtCreate":1674228710409,"gmtModify":1676538931996,"author":{"id":"3479274757881734","authorId":"3479274757881734","name":"YNWIM","avatar":"https://static.tigerbbs.com/e12248fc43aa4bba110f09266ddca4c1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3479274757881734","authorIdStr":"3479274757881734"},"themes":[],"title":"Is Bank of America Stock a Buy?","htmlText":"The new year comes with challenges, but Bank of America is built to navigate the choppy waters.Bank of America&nbsp;(BAC0.57%)&nbsp;was among the&nbsp;top performing bank stocks&nbsp;in the second half of 2022, returning 6.4% over the last two quarters of the year. Overall, the nation's second-largest bank was down about 26% in 2022.As a new year begins, investors may be wondering if the&nbsp;bank&nbsp;stock's momentum from the second half of the year will continue this year amid much economic and market uncertainty. Here are several reasons Bank of America remains a buy in 2023.Why Bank of America outperformed in the second half of the yearBank of America, like many banks, got a boost in 2022 as the Federal Reserve started aggressively hiking interest rates. After raising rates 25 (0.25%)","listText":"The new year comes with challenges, but Bank of America is built to navigate the choppy waters.Bank of America&nbsp;(BAC0.57%)&nbsp;was among the&nbsp;top performing bank stocks&nbsp;in the second half of 2022, returning 6.4% over the last two quarters of the year. Overall, the nation's second-largest bank was down about 26% in 2022.As a new year begins, investors may be wondering if the&nbsp;bank&nbsp;stock's momentum from the second half of the year will continue this year amid much economic and market uncertainty. Here are several reasons Bank of America remains a buy in 2023.Why Bank of America outperformed in the second half of the yearBank of America, like many banks, got a boost in 2022 as the Federal Reserve started aggressively hiking interest rates. After raising rates 25 (0.25%)","text":"The new year comes with challenges, but Bank of America is built to navigate the choppy waters.Bank of America (BAC0.57%) was among the top performing bank stocks in the second half of 2022, returning 6.4% over the last two quarters of the year. Overall, the nation's second-largest bank was down about 26% in 2022.As a new year begins, investors may be wondering if the bank stock's momentum from the second half of the year will continue this year amid much economic and market uncertainty. Here are several reasons Bank of America remains a buy in 2023.Why Bank of America outperformed in the second half of the yearBank of America, like many banks, got a boost in 2022 as the Federal Reserve started aggressively hiking interest rates. After raising rates 25 (0.25%)","images":[{"img":"https://community-static.tradeup.com/news/f94ae41d23b585131ac562bcfbef2c4e","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9956741007","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":240,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9956871752,"gmtCreate":1673972587077,"gmtModify":1676538911196,"author":{"id":"3575455489344050","authorId":"3575455489344050","name":"Myname","avatar":"https://static.tigerbbs.com/3fff4aa421deeb7a8d801ab27a14a82f","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575455489344050","authorIdStr":"3575455489344050"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9956871752","isVote":1,"tweetType":1,"viewCount":144,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9937082705,"gmtCreate":1663323183808,"gmtModify":1676537252265,"author":{"id":"3575455489344050","authorId":"3575455489344050","name":"Myname","avatar":"https://static.tigerbbs.com/3fff4aa421deeb7a8d801ab27a14a82f","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575455489344050","idStr":"3575455489344050"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9937082705","repostId":"1105151472","repostType":4,"repost":{"id":"1105151472","pubTimestamp":1663321360,"share":"https://ttm.financial/m/news/1105151472?lang=&edition=fundamental","pubTime":"2022-09-16 17:42","market":"us","language":"en","title":"A $3.2 Trillion Option Expiration Seen Worsening Post-CPI Rout","url":"https://stock-news.laohu8.com/highlight/detail?id=1105151472","media":"Bloomberg","summary":"Market makers seen selling equities to hedge their positionsDealer ‘gamma’ flipped to short post inf","content":"<html><head></head><body><ul><li>Market makers seen selling equities to hedge their positions</li><li>Dealer ‘gamma’ flipped to short post inflation data: SpotGamma</li></ul><p>Another wrinkle in a chaotic stock market where everything from the frenetic activity of quant traders to an ever-hawkish Federal Reserve is making investing harder than usual: A looming $3.2 trillion options expiry played a notable role in the Tuesday selloff.</p><p>As a hotter-than-expected inflation reading rocked Wall Street, a slew of bearish options that had become worthless during last week’s rally jumped back in the money, forcing market makers to sell underlying stocks to hedge their positions.</p><p>With those put contracts expiring Friday, the activity of dealers turned more sensitive to the movement in the cash market. After the S&amp;P 500 fell below 4,000 -- an area that harbors one of the highest open interest to roll out -- selling intensified, according to Steve Sosnick, chief strategist at Interactive Brokers LLC.</p><p>“Once we broke through there, all hell broke loose,” Sosnick said on Bloomberg TV. “I have not been one of those to make too much hay about these expirations but lately they really have become significant.”</p><p>It’s the latest example of a controversial narrative that suggests that stocks effectively become a derivative of its own derivative -- one that upends the traditional relationship between options and their underlying assets.</p><p><img src=\"https://static.tigerbbs.com/fb5d728e21a6ec2fde691e2ec85d17a7\" tg-width=\"930\" tg-height=\"523\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>The interplay between the equity and options markets can be complex. To illustrate the dynamics, Brent Kochuba, founder of analytic service SpotGamma, calculated thegamma, or the theoretical value of stock required for market makers to buy or sell in order to hedge the directional exposure resulting from all price fluctuations in options.</p><p>At 8 a.m. Tuesday, dealer gamma was flat, according to SpotGamma’s estimate, meaning they didn’t need to do much hedging. After the data on August’s consumer price index hit the wire at 8:30 a.m., S&amp;P 500 futures tumbled almost 3% in a matter of minutes. Instantly, dealer positioning flipped to a dynamic known as short gamma, meaning market makers had to trade with the prevailing trend -- in this case selling stocks when they fall.</p><p>“Because these are short dated puts, their value changes much more rapidly,” said Kochuba. “Gamma is higher as you get closer to expiration. This leads to more active hedging, which expands volatility.”</p><p>The dynamic was a reversal from the previous week when an equity rally into this upcoming options expiration led to a decay in the value of put positions. That in turned prompted dealers to purchase stocks, adding fuel to market gains.</p><p><img src=\"https://static.tigerbbs.com/47361ec4939bb2987a7afa9cb896b0df\" tg-width=\"800\" tg-height=\"452\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Source: Goldman Sachs</p><p>It’s unclear if the event known as OpEx will fuel fresh fireworks on Friday this time round. About $3.2 trillion of options are set to expire, obliging holders to either roll over existing positions or start new ones. The tally includes more than $2 billion of S&amp;P 500-linked contracts and $505 billion of derivatives across single stocks scheduled to run out, according to estimates by Goldman Sachs Group Inc. strategist Rocky Fishman.</p><p>The good news is that there was little sense of panic during the S&amp;P 500’s $1.5 trillion rout on Tuesday, according to Amy Wu Silverman, an equity derivatives strategist at RBC Capital Markets. Stock tradingvolumewas subdued, and the analyst didn’t see many new positions initiated in the derivatives market. That means, hedging activity from options dealers is likely to subside accordingly after Friday’s event.</p><p>“It’s definitely safe to blame options for some of the exacerbation of moves,” she said. “But it’s not really like this move freaked people out and made them add hedges.”</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>A $3.2 Trillion Option Expiration Seen Worsening Post-CPI Rout</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\">\nA $3.2 Trillion Option Expiration Seen Worsening Post-CPI Rout\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-16 17:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-09-14/a-3-2-trillion-option-expiry-seen-worsening-post-cpi-stock-rout><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Market makers seen selling equities to hedge their positionsDealer ‘gamma’ flipped to short post inflation data: SpotGammaAnother wrinkle in a chaotic stock market where everything from the frenetic ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-09-14/a-3-2-trillion-option-expiry-seen-worsening-post-cpi-stock-rout\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.bloomberg.com/news/articles/2022-09-14/a-3-2-trillion-option-expiry-seen-worsening-post-cpi-stock-rout","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105151472","content_text":"Market makers seen selling equities to hedge their positionsDealer ‘gamma’ flipped to short post inflation data: SpotGammaAnother wrinkle in a chaotic stock market where everything from the frenetic activity of quant traders to an ever-hawkish Federal Reserve is making investing harder than usual: A looming $3.2 trillion options expiry played a notable role in the Tuesday selloff.As a hotter-than-expected inflation reading rocked Wall Street, a slew of bearish options that had become worthless during last week’s rally jumped back in the money, forcing market makers to sell underlying stocks to hedge their positions.With those put contracts expiring Friday, the activity of dealers turned more sensitive to the movement in the cash market. After the S&P 500 fell below 4,000 -- an area that harbors one of the highest open interest to roll out -- selling intensified, according to Steve Sosnick, chief strategist at Interactive Brokers LLC.“Once we broke through there, all hell broke loose,” Sosnick said on Bloomberg TV. “I have not been one of those to make too much hay about these expirations but lately they really have become significant.”It’s the latest example of a controversial narrative that suggests that stocks effectively become a derivative of its own derivative -- one that upends the traditional relationship between options and their underlying assets.The interplay between the equity and options markets can be complex. To illustrate the dynamics, Brent Kochuba, founder of analytic service SpotGamma, calculated thegamma, or the theoretical value of stock required for market makers to buy or sell in order to hedge the directional exposure resulting from all price fluctuations in options.At 8 a.m. Tuesday, dealer gamma was flat, according to SpotGamma’s estimate, meaning they didn’t need to do much hedging. After the data on August’s consumer price index hit the wire at 8:30 a.m., S&P 500 futures tumbled almost 3% in a matter of minutes. Instantly, dealer positioning flipped to a dynamic known as short gamma, meaning market makers had to trade with the prevailing trend -- in this case selling stocks when they fall.“Because these are short dated puts, their value changes much more rapidly,” said Kochuba. “Gamma is higher as you get closer to expiration. This leads to more active hedging, which expands volatility.”The dynamic was a reversal from the previous week when an equity rally into this upcoming options expiration led to a decay in the value of put positions. That in turned prompted dealers to purchase stocks, adding fuel to market gains.Source: Goldman SachsIt’s unclear if the event known as OpEx will fuel fresh fireworks on Friday this time round. About $3.2 trillion of options are set to expire, obliging holders to either roll over existing positions or start new ones. The tally includes more than $2 billion of S&P 500-linked contracts and $505 billion of derivatives across single stocks scheduled to run out, according to estimates by Goldman Sachs Group Inc. strategist Rocky Fishman.The good news is that there was little sense of panic during the S&P 500’s $1.5 trillion rout on Tuesday, according to Amy Wu Silverman, an equity derivatives strategist at RBC Capital Markets. Stock tradingvolumewas subdued, and the analyst didn’t see many new positions initiated in the derivatives market. That means, hedging activity from options dealers is likely to subside accordingly after Friday’s event.“It’s definitely safe to blame options for some of the exacerbation of moves,” she said. “But it’s not really like this move freaked people out and made them add hedges.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":98,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9965890934,"gmtCreate":1669931298529,"gmtModify":1676538270840,"author":{"id":"3575455489344050","authorId":"3575455489344050","name":"Myname","avatar":"https://static.tigerbbs.com/3fff4aa421deeb7a8d801ab27a14a82f","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575455489344050","idStr":"3575455489344050"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9965890934","repostId":"1183309348","repostType":4,"repost":{"id":"1183309348","pubTimestamp":1669909628,"share":"https://ttm.financial/m/news/1183309348?lang=&edition=fundamental","pubTime":"2022-12-01 23:47","market":"us","language":"en","title":"Sea Limited: Bears Didn't See This Coming","url":"https://stock-news.laohu8.com/highlight/detail?id=1183309348","media":"Seeking Alpha","summary":"SummaryWith its recent momentum surge, SE hit our price target articulated in our pre-earnings updat","content":"<html><head></head><body><h3>Summary</h3><ul><li>With its recent momentum surge, SE hit our price target articulated in our pre-earnings update. Management stunned bearish investors with its revised profitability guidance.</li><li>We discuss how its e-commerce segment could reach profitability exiting Q4&#39;23. However, investors need to factor in increased macro risks that could impact its monetization efforts.</li><li>We discuss why investors looking to add SE should continue to wait patiently first.</li><li>Revising from Speculative Buy to Hold for now.</li></ul><h3>Thesis</h3><p>We presented our thesis in our pre-earnings article on Sea Limited (NYSE:SE), arguing that the market had anticipated an underwhelming Q3 release as it closed in on its November lows.</p><p>As such, we aren&#39;t surprised that the market sent SE surging in a momentum spike, hitting our previous price target (PT), as SE rallied nearly 61% from its November bottom.</p><p>Management came out with guns blazing against bearish investors after pulling guidance in Q2 previously. Accordingly, CEO Forrest Li&#39;s emphasis in its Q3 commentary on Shopee (Sea Limited&#39;s e-commerce arm) to reach adjusted EBITDA breakeven exiting Q4&#39;23 stunned the bears.</p><p>Notwithstanding, SE has pulled back nearly 20% from its recent surge, which should be expected. Moreover, we postulate that the market has likely reflected the optimism in Sea Limited&#39;s more constructive guidance with its recent surge. As such, we believe the market will likely parse Sea Limited&#39;s execution moving forward before a material re-rating is justified.</p><p>Hence, we believe the reward/risk in SE looks relatively well-balanced at these levels. Revising from Speculative Buy to Hold for now.</p><h3>Shopee: How Can It Reach Adjusted EBITDA by FY23?</h3><p><img src=\"https://static.tigerbbs.com/1382346c1bbcfe20f003a0de17e41dbd\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/>The consensus estimates have been revised upward with management&#39;s upgraded guidance for Shopee. As such, Wall Street analysts project Sea Limited to post an adjusted EBITDA margin of 2.2% in FY23.</p><p>However, it&#39;s predicated on revenue growth of 16.7% for FY23, below FY22&#39;s 21.6% uptick. Based on management&#39;s commentary, we believe analysts have penciled in a higher bar for SE to cross. Therefore, as we postulated in our previous update, it has likely normalized the Street&#39;s more pessimistic forecasts.</p><p>Notably, management highlighted that its focus on its e-commerce profitability drive &#34;may see no growth or even negative growth in certain operating metrics in the near term.&#34;</p><p>Hence, the critical profitability driver will be cutting costs expeditiously and improving efficiencies concurrently.</p><p>But the crucial question is how far Shopee is from reaching adjusted EBITDA breakeven.</p><p><img src=\"https://static.tigerbbs.com/15df8e681c7c79fd10f5b2355f45beca\" tg-width=\"640\" tg-height=\"395\" referrerpolicy=\"no-referrer\"/>Shopee posted an adjusted EBITDA margin of -26% in FQ3, up from Q2&#39;s -37%. Notably, Shopee has also continued to improve its path toward profitability constructively. Hence, investors could be assured that management&#39;s execution has been relatively consistent despite worsening macros impacting its key markets.</p><p><img src=\"https://static.tigerbbs.com/cd3289e72cdee0c506af925494c635f7\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/>Moreover, Shopee has managed to overcome the significant deceleration of revenue growth since Q1&#39;21, corroborating management&#39;s confidence in optimizing efficiencies.</p><p>Notwithstanding, Shopee still posted revenue growth of 32.4% in FQ3, down from FQ2&#39;s 51.4%.</p><p>However, due to its cost-rationalization exercise, investors should expect its e-commerce segment to head toward an anemic gross merchandise value (GMV) growth phase. Also, we believe Shopee could be looking at lifting its e-commerce take rates in its profitability drive.</p><p><img src=\"https://static.tigerbbs.com/108ee5cedc45b9ad065e8b8d0bf01d99\" tg-width=\"640\" tg-height=\"395\" referrerpolicy=\"no-referrer\"/>As seen above, Shopee managed to post take rates of 10.1% in FQ3, well above FQ2&#39;s 9.2%. It has also been creeping up over time, which has helped Shopee deliver more robust monetization metrics, despite the slowdown in GMV growth (down to 13.7% in FQ3).</p><p>Hence, it&#39;s a lever that Shopee could continue to pull as it pushes toward adjusted EBITDA breakeven. Notably, Shopee posted core marketplace revenue growth of 54% YoY in FQ3, demonstrating its strong execution prowess and value proposition for its merchants.</p><p>Notwithstanding, macroeconomic headwinds could hamper its ability to drive further take rates accretion as it pulls back its GMV growth initiatives. An analyst on the earnings call also highlighted her concern, probing management whether it anticipated a marked impact on advertising revenue.</p><p>While management telegraphed its confidence in its advertising offerings, it also cautioned investors that worsening macro risks could impair Shopee&#39;s ability to monetize further (i.e., increase take rates), as Chief Corporate Officer Yanjun Wang articulated:</p><blockquote>We are mindful of the potential macro headwinds that, over time, [could] more deeply affect our region and the market as a whole. And this might affect, for example, people&#39;s purchase power, discretionary spending and to the point might also have a more pronounced effect on our platform and overall e-commerce in the region. When that happens, that could have a negative impact on our ability to monetize. (Sea Limited FQ3&#39;22 earnings call)</blockquote><h3>Is SE Stock A Buy, Sell, Or Hold?</h3><p><img src=\"https://static.tigerbbs.com/ebf4e1fe75caa11214d125037e9c36e8\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/>With the recent surge in SE, we postulate that near-term optimism on its revised guidance has likely been reflected.</p><p>Also, SE&#39;s valuation remains highly aggressive, as it last traded at an FY23 EBITDA multiple of 91x and an FY24 EBITDA multiple of 27.4x. Both are much higher than Sea Limited&#39;s e-commerce peers&#39; median (7.3x NTM EBITDA) and gaming peers&#39; median (8.6x NTM EBITDA).</p><p>We applaud management&#39;s initiative to justify its valuation through its profitability impetus. However, we assess that a further near-term re-rating is unlikely unless the market anticipates better execution from Sea Limited.</p><p>We should be able to glean more clues as SE looks to consolidate at its current pullback.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Sea Limited: Bears Didn't See This Coming</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\">\nSea Limited: Bears Didn't See This Coming\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-01 23:47 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4561387-sea-limited-bears-didnt-see-this-coming><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryWith its recent momentum surge, SE hit our price target articulated in our pre-earnings update. Management stunned bearish investors with its revised profitability guidance.We discuss how its e...</p>\n\n<a href=\"https://seekingalpha.com/article/4561387-sea-limited-bears-didnt-see-this-coming\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd"},"source_url":"https://seekingalpha.com/article/4561387-sea-limited-bears-didnt-see-this-coming","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1183309348","content_text":"SummaryWith its recent momentum surge, SE hit our price target articulated in our pre-earnings update. Management stunned bearish investors with its revised profitability guidance.We discuss how its e-commerce segment could reach profitability exiting Q4'23. However, investors need to factor in increased macro risks that could impact its monetization efforts.We discuss why investors looking to add SE should continue to wait patiently first.Revising from Speculative Buy to Hold for now.ThesisWe presented our thesis in our pre-earnings article on Sea Limited (NYSE:SE), arguing that the market had anticipated an underwhelming Q3 release as it closed in on its November lows.As such, we aren't surprised that the market sent SE surging in a momentum spike, hitting our previous price target (PT), as SE rallied nearly 61% from its November bottom.Management came out with guns blazing against bearish investors after pulling guidance in Q2 previously. Accordingly, CEO Forrest Li's emphasis in its Q3 commentary on Shopee (Sea Limited's e-commerce arm) to reach adjusted EBITDA breakeven exiting Q4'23 stunned the bears.Notwithstanding, SE has pulled back nearly 20% from its recent surge, which should be expected. Moreover, we postulate that the market has likely reflected the optimism in Sea Limited's more constructive guidance with its recent surge. As such, we believe the market will likely parse Sea Limited's execution moving forward before a material re-rating is justified.Hence, we believe the reward/risk in SE looks relatively well-balanced at these levels. Revising from Speculative Buy to Hold for now.Shopee: How Can It Reach Adjusted EBITDA by FY23?The consensus estimates have been revised upward with management's upgraded guidance for Shopee. As such, Wall Street analysts project Sea Limited to post an adjusted EBITDA margin of 2.2% in FY23.However, it's predicated on revenue growth of 16.7% for FY23, below FY22's 21.6% uptick. Based on management's commentary, we believe analysts have penciled in a higher bar for SE to cross. Therefore, as we postulated in our previous update, it has likely normalized the Street's more pessimistic forecasts.Notably, management highlighted that its focus on its e-commerce profitability drive \"may see no growth or even negative growth in certain operating metrics in the near term.\"Hence, the critical profitability driver will be cutting costs expeditiously and improving efficiencies concurrently.But the crucial question is how far Shopee is from reaching adjusted EBITDA breakeven.Shopee posted an adjusted EBITDA margin of -26% in FQ3, up from Q2's -37%. Notably, Shopee has also continued to improve its path toward profitability constructively. Hence, investors could be assured that management's execution has been relatively consistent despite worsening macros impacting its key markets.Moreover, Shopee has managed to overcome the significant deceleration of revenue growth since Q1'21, corroborating management's confidence in optimizing efficiencies.Notwithstanding, Shopee still posted revenue growth of 32.4% in FQ3, down from FQ2's 51.4%.However, due to its cost-rationalization exercise, investors should expect its e-commerce segment to head toward an anemic gross merchandise value (GMV) growth phase. Also, we believe Shopee could be looking at lifting its e-commerce take rates in its profitability drive.As seen above, Shopee managed to post take rates of 10.1% in FQ3, well above FQ2's 9.2%. It has also been creeping up over time, which has helped Shopee deliver more robust monetization metrics, despite the slowdown in GMV growth (down to 13.7% in FQ3).Hence, it's a lever that Shopee could continue to pull as it pushes toward adjusted EBITDA breakeven. Notably, Shopee posted core marketplace revenue growth of 54% YoY in FQ3, demonstrating its strong execution prowess and value proposition for its merchants.Notwithstanding, macroeconomic headwinds could hamper its ability to drive further take rates accretion as it pulls back its GMV growth initiatives. An analyst on the earnings call also highlighted her concern, probing management whether it anticipated a marked impact on advertising revenue.While management telegraphed its confidence in its advertising offerings, it also cautioned investors that worsening macro risks could impair Shopee's ability to monetize further (i.e., increase take rates), as Chief Corporate Officer Yanjun Wang articulated:We are mindful of the potential macro headwinds that, over time, [could] more deeply affect our region and the market as a whole. And this might affect, for example, people's purchase power, discretionary spending and to the point might also have a more pronounced effect on our platform and overall e-commerce in the region. When that happens, that could have a negative impact on our ability to monetize. (Sea Limited FQ3'22 earnings call)Is SE Stock A Buy, Sell, Or Hold?With the recent surge in SE, we postulate that near-term optimism on its revised guidance has likely been reflected.Also, SE's valuation remains highly aggressive, as it last traded at an FY23 EBITDA multiple of 91x and an FY24 EBITDA multiple of 27.4x. Both are much higher than Sea Limited's e-commerce peers' median (7.3x NTM EBITDA) and gaming peers' median (8.6x NTM EBITDA).We applaud management's initiative to justify its valuation through its profitability impetus. However, we assess that a further near-term re-rating is unlikely unless the market anticipates better execution from Sea Limited.We should be able to glean more clues as SE looks to consolidate at its current pullback.","news_type":1},"isVote":1,"tweetType":1,"viewCount":55,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9960850988,"gmtCreate":1668128015444,"gmtModify":1676538016580,"author":{"id":"3575455489344050","authorId":"3575455489344050","name":"Myname","avatar":"https://static.tigerbbs.com/3fff4aa421deeb7a8d801ab27a14a82f","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575455489344050","idStr":"3575455489344050"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9960850988","repostId":"2282143862","repostType":4,"repost":{"id":"2282143862","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":1668126446,"share":"https://ttm.financial/m/news/2282143862?lang=&edition=fundamental","pubTime":"2022-11-11 08:27","market":"us","language":"en","title":"Wall Street Ends Sharply Higher on Sign of Cooling Inflation","url":"https://stock-news.laohu8.com/highlight/detail?id=2282143862","media":"Reuters","summary":"* U.S. consumer prices increase less than expected in Oct* Traders expect 50 bps rate hike in Dec* E","content":"<html><head></head><body><p>* U.S. consumer prices increase less than expected in Oct</p><p>* Traders expect 50 bps rate hike in Dec</p><p>* EV maker Rivian gains on strong demand, outlook</p><p>* Indexes end: S&amp;P 500 +5.54%, Nasdaq +7.35%, Dow +3.70%</p><p><img src=\"https://static.tigerbbs.com/f0f996b5037282c993b6fcc9cb2b0181\" tg-width=\"1080\" tg-height=\"1920\" width=\"100%\" height=\"auto\"/></p><p>Nov 10 (Reuters) - The S&amp;P 500 and Nasdaq jumped on Thursday, racking up their biggest daily percentage gains in over 2-1/2 years as a sign of slowing inflation in October sparked speculation the Federal Reserve might become less aggressive with interest rate hikes.</p><p>Stocks in sectors across the board surged as the latest consumer price data cheered investors worried that ongoing interest rate hikes could hobble the U.S. economy.</p><p>One-time Wall Street darlings tarnished in 2022&#39;s bear market were among Thursday&#39;s strongest performers, with Nvidia jumping about 14%, Meta Platforms climbing 10% and Alphabet rising 7.6%.</p><p>The Labor Department&#39;s data showed the annual CPI number below 8% for the first time in eight months.</p><p>&#34;This is a big deal,&#34; said King Lip, chief strategist at Baker Avenue Asset Management in San Francisco. &#34;We have been calling the peak of inflation for the last couple of months and just have been incredibly frustrated that it hasn’t shown up in the data. For the first time, it has actually shown up in the data.&#34;</p><p>Growing recession worries have hammered Wall Street this year. The S&amp;P 500 remains down about 17% year to date, and it is on course for its biggest annual decline since 2008.</p><p>The inflation data prompted traders to adjust rate hike bets, with odds of a 50-basis point rate hike in December, rather than a 75-basis point hike, jumping to about 85% from 52% before the data was released, according to the CME FedWatch tool.</p><p>San Francisco Fed President Mary Daly and Dallas Fed President Lorie Logan welcomed the most recent inflation data, but warned that the fight with rising priceswas far from over.</p><p>Amazon.com Inc surged more than 12% after the Wall Street Journal reported that the e-commerce heavyweight was reviewing unprofitable business unitsto cut costs.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/26cc495baa1612e31596cfe111710352\" tg-width=\"900\" tg-height=\"700\" referrerpolicy=\"no-referrer\"/><span>S&amp;P 500&#39;s busiest trades</span></p><p>The S&amp;P 500 climbed 5.54% to end the session at 3,956.31 points.</p><p>The Nasdaq gained 7.35% to 11,114.15 points, while Dow Jones Industrial Average rose 3.70% to 33,715.37 points.</p><p>All 11 S&amp;P 500 sector indexes rallied, led by information technology, up 8.33%, followed by a 7.74% gain in real estate.</p><p>The Philadelphia semiconductor index surged 10.2%, cutting its loss in 2022 to about 32%.</p><p>The CBOE volatility index (VIX), also known as Wall Street&#39;s fear gauge, fell to a near two-month low of about 23 points.</p><p>Some investors urged caution that Thursday&#39;s rally may be overdone.</p><p>&#34;The market is - as it has been a few times this year - very eager to trade a &#39;Fed pivot&#39; ... but we think the market is getting a little ahead of itself based on one print,&#34; said Zach Hill, head of portfolio management at Horizon Investments in Charlotte.</p><p>The PHLX Housing index jumped 10.3% to its highest since August after tumbling this year over concerns about higher mortgage rates denting affordability.</p><p>Rivian Automotive Inc surged 17.4% after the electric-vehicle maker reported a smaller-than-expected loss, higher number of pre-orders and reaffirmed its full-year production outlook.</p><p>The Dow has now recovered about 17% from its closing low on Sept. 30, and it remains down about 9% from its record high close in early January.</p><p>Advancing issues outnumbered falling ones within the S&amp;P 500 by a 26.9-to-one ratio.</p><p>The S&amp;P 500 posted 19 new highs and no new lows; the Nasdaq recorded 120 new highs and 166 new lows.</p><p>Volume on U.S. exchanges was heavy, with 14.9 billion shares traded, compared to an average of 11.9 billion shares over the previous 20 sessions.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wall Street Ends Sharply Higher on Sign of Cooling Inflation</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\">\nWall Street Ends Sharply Higher on Sign of Cooling Inflation\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-11-11 08:27</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>* U.S. consumer prices increase less than expected in Oct</p><p>* Traders expect 50 bps rate hike in Dec</p><p>* EV maker Rivian gains on strong demand, outlook</p><p>* Indexes end: S&amp;P 500 +5.54%, Nasdaq +7.35%, Dow +3.70%</p><p><img src=\"https://static.tigerbbs.com/f0f996b5037282c993b6fcc9cb2b0181\" tg-width=\"1080\" tg-height=\"1920\" width=\"100%\" height=\"auto\"/></p><p>Nov 10 (Reuters) - The S&amp;P 500 and Nasdaq jumped on Thursday, racking up their biggest daily percentage gains in over 2-1/2 years as a sign of slowing inflation in October sparked speculation the Federal Reserve might become less aggressive with interest rate hikes.</p><p>Stocks in sectors across the board surged as the latest consumer price data cheered investors worried that ongoing interest rate hikes could hobble the U.S. economy.</p><p>One-time Wall Street darlings tarnished in 2022&#39;s bear market were among Thursday&#39;s strongest performers, with Nvidia jumping about 14%, Meta Platforms climbing 10% and Alphabet rising 7.6%.</p><p>The Labor Department&#39;s data showed the annual CPI number below 8% for the first time in eight months.</p><p>&#34;This is a big deal,&#34; said King Lip, chief strategist at Baker Avenue Asset Management in San Francisco. &#34;We have been calling the peak of inflation for the last couple of months and just have been incredibly frustrated that it hasn’t shown up in the data. For the first time, it has actually shown up in the data.&#34;</p><p>Growing recession worries have hammered Wall Street this year. The S&amp;P 500 remains down about 17% year to date, and it is on course for its biggest annual decline since 2008.</p><p>The inflation data prompted traders to adjust rate hike bets, with odds of a 50-basis point rate hike in December, rather than a 75-basis point hike, jumping to about 85% from 52% before the data was released, according to the CME FedWatch tool.</p><p>San Francisco Fed President Mary Daly and Dallas Fed President Lorie Logan welcomed the most recent inflation data, but warned that the fight with rising priceswas far from over.</p><p>Amazon.com Inc surged more than 12% after the Wall Street Journal reported that the e-commerce heavyweight was reviewing unprofitable business unitsto cut costs.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/26cc495baa1612e31596cfe111710352\" tg-width=\"900\" tg-height=\"700\" referrerpolicy=\"no-referrer\"/><span>S&amp;P 500&#39;s busiest trades</span></p><p>The S&amp;P 500 climbed 5.54% to end the session at 3,956.31 points.</p><p>The Nasdaq gained 7.35% to 11,114.15 points, while Dow Jones Industrial Average rose 3.70% to 33,715.37 points.</p><p>All 11 S&amp;P 500 sector indexes rallied, led by information technology, up 8.33%, followed by a 7.74% gain in real estate.</p><p>The Philadelphia semiconductor index surged 10.2%, cutting its loss in 2022 to about 32%.</p><p>The CBOE volatility index (VIX), also known as Wall Street&#39;s fear gauge, fell to a near two-month low of about 23 points.</p><p>Some investors urged caution that Thursday&#39;s rally may be overdone.</p><p>&#34;The market is - as it has been a few times this year - very eager to trade a &#39;Fed pivot&#39; ... but we think the market is getting a little ahead of itself based on one print,&#34; said Zach Hill, head of portfolio management at Horizon Investments in Charlotte.</p><p>The PHLX Housing index jumped 10.3% to its highest since August after tumbling this year over concerns about higher mortgage rates denting affordability.</p><p>Rivian Automotive Inc surged 17.4% after the electric-vehicle maker reported a smaller-than-expected loss, higher number of pre-orders and reaffirmed its full-year production outlook.</p><p>The Dow has now recovered about 17% from its closing low on Sept. 30, and it remains down about 9% from its record high close in early January.</p><p>Advancing issues outnumbered falling ones within the S&amp;P 500 by a 26.9-to-one ratio.</p><p>The S&amp;P 500 posted 19 new highs and no new lows; the Nasdaq recorded 120 new highs and 166 new lows.</p><p>Volume on U.S. exchanges was heavy, with 14.9 billion shares traded, compared to an average of 11.9 billion shares over the previous 20 sessions.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"VIX":"标普500波动率指数","GOOGL":"谷歌A","TSLA":"特斯拉",".DJI":"道琼斯","RIVN":"Rivian Automotive, Inc.",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite","NVDA":"英伟达","META":"Meta Platforms, Inc.","AAPL":"苹果","GOOG":"谷歌","AMZN":"亚马逊"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2282143862","content_text":"* U.S. consumer prices increase less than expected in Oct* Traders expect 50 bps rate hike in Dec* EV maker Rivian gains on strong demand, outlook* Indexes end: S&P 500 +5.54%, Nasdaq +7.35%, Dow +3.70%Nov 10 (Reuters) - The S&P 500 and Nasdaq jumped on Thursday, racking up their biggest daily percentage gains in over 2-1/2 years as a sign of slowing inflation in October sparked speculation the Federal Reserve might become less aggressive with interest rate hikes.Stocks in sectors across the board surged as the latest consumer price data cheered investors worried that ongoing interest rate hikes could hobble the U.S. economy.One-time Wall Street darlings tarnished in 2022's bear market were among Thursday's strongest performers, with Nvidia jumping about 14%, Meta Platforms climbing 10% and Alphabet rising 7.6%.The Labor Department's data showed the annual CPI number below 8% for the first time in eight months.\"This is a big deal,\" said King Lip, chief strategist at Baker Avenue Asset Management in San Francisco. \"We have been calling the peak of inflation for the last couple of months and just have been incredibly frustrated that it hasn’t shown up in the data. For the first time, it has actually shown up in the data.\"Growing recession worries have hammered Wall Street this year. The S&P 500 remains down about 17% year to date, and it is on course for its biggest annual decline since 2008.The inflation data prompted traders to adjust rate hike bets, with odds of a 50-basis point rate hike in December, rather than a 75-basis point hike, jumping to about 85% from 52% before the data was released, according to the CME FedWatch tool.San Francisco Fed President Mary Daly and Dallas Fed President Lorie Logan welcomed the most recent inflation data, but warned that the fight with rising priceswas far from over.Amazon.com Inc surged more than 12% after the Wall Street Journal reported that the e-commerce heavyweight was reviewing unprofitable business unitsto cut costs.S&P 500's busiest tradesThe S&P 500 climbed 5.54% to end the session at 3,956.31 points.The Nasdaq gained 7.35% to 11,114.15 points, while Dow Jones Industrial Average rose 3.70% to 33,715.37 points.All 11 S&P 500 sector indexes rallied, led by information technology, up 8.33%, followed by a 7.74% gain in real estate.The Philadelphia semiconductor index surged 10.2%, cutting its loss in 2022 to about 32%.The CBOE volatility index (VIX), also known as Wall Street's fear gauge, fell to a near two-month low of about 23 points.Some investors urged caution that Thursday's rally may be overdone.\"The market is - as it has been a few times this year - very eager to trade a 'Fed pivot' ... but we think the market is getting a little ahead of itself based on one print,\" said Zach Hill, head of portfolio management at Horizon Investments in Charlotte.The PHLX Housing index jumped 10.3% to its highest since August after tumbling this year over concerns about higher mortgage rates denting affordability.Rivian Automotive Inc surged 17.4% after the electric-vehicle maker reported a smaller-than-expected loss, higher number of pre-orders and reaffirmed its full-year production outlook.The Dow has now recovered about 17% from its closing low on Sept. 30, and it remains down about 9% from its record high close in early January.Advancing issues outnumbered falling ones within the S&P 500 by a 26.9-to-one ratio.The S&P 500 posted 19 new highs and no new lows; the Nasdaq recorded 120 new highs and 166 new lows.Volume on U.S. exchanges was heavy, with 14.9 billion shares traded, compared to an average of 11.9 billion shares over the previous 20 sessions.","news_type":1},"isVote":1,"tweetType":1,"viewCount":110,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9988388531,"gmtCreate":1666666781324,"gmtModify":1676537786644,"author":{"id":"3575455489344050","authorId":"3575455489344050","name":"Myname","avatar":"https://static.tigerbbs.com/3fff4aa421deeb7a8d801ab27a14a82f","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575455489344050","idStr":"3575455489344050"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9988388531","repostId":"1177646561","repostType":4,"repost":{"id":"1177646561","pubTimestamp":1666666298,"share":"https://ttm.financial/m/news/1177646561?lang=&edition=fundamental","pubTime":"2022-10-25 10:51","market":"us","language":"en","title":"Rishi Sunak: the $1.3b PM Who’s Richer Than the King","url":"https://stock-news.laohu8.com/highlight/detail?id=1177646561","media":"washington post","summary":"Conservative MP Rishi Sunak leaves his office in London. GettyRishi Sunak is one of the wealthiest p","content":"<html><head></head><body><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f993fb21673448214718098f42bf3c0c\" tg-width=\"1440\" tg-height=\"810\" referrerpolicy=\"no-referrer\"/><span>Conservative MP Rishi Sunak leaves his office in London. Getty</span></p><p>Rishi Sunak is one of the wealthiest people in Britain and is now one of the country’s most powerful aftercapturing the prime ministership. For the first time in history, the residents of Downing Street are richer than those of Buckingham Palace.</p><p>Brits are used to being ruled by elites –Boris Johnson was about as eliteas they come – but Sunak is not just rich, he is super rich, which has prompted some to ask whether his vast fortune makes him too rich to be prime minister?</p><p>His backers, however, say it is precisely this background and the years spent making money that qualify him to lead a deeply damaged nation during these economically tumultuous times.</p><p>Sunak, a former banker, and his wife,Indian tech heiress Akshata Murty, have an estimated fortune of about £730 million ($1.3 billion), according to the<i>Sunday Times Rich List</i>. On the 2022 list, the monarch was estimated to have about £370 million by comparison.</p><p>The couple’s money comes primarily from Murty’s stake in her father’s company, Infosys. She also owns start-up incubator Catamaran Ventures UK and has shares in a half dozen or so other companies. The couple have at least three homes in Britain, as well as a Santa Monica, California, property valued at around $US6 million.</p><p>According to the<i>Guardian</i>, the Sunak family – they have two daughters, Krishna and Anoushka – spend the week in their five-bedroom house in west London and weekends in North Yorkshire at a Georgian manor house. The paper said it has been “transformed into something of a wellness retreat with a £400,000 indoor swimming pool, gym, yoga studio, hot tub and tennis court”.</p><h2>Tax avoidance scandal</h2><p>Does any of that matter to voters?</p><p>“It’s not binary,” said Robert Ford, a professor of politics at the University of Manchester. “The British as a whole don’t think that being wealthy is a bad or disqualifying thing. There are lots of very wealthy individuals who are very popular with the public.</p><p>“People do care about wealthy people fixing the rules for themselves. It’s non-dom status for your wife while you are the chancellor, it’s green cards in the US in case things go south, it’s family tax numbers being massaged down.</p><p>“People are like, ‘well, I don’t mind so long as you pay your taxes, but it really annoys me if you don’t,’” he said.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4704a641263744ecc996f8ad33f604c2\" tg-width=\"1100\" tg-height=\"733\" referrerpolicy=\"no-referrer\"/><span>Rishi Sunak and wife Akshata Murty (second and third from left) with then-Prince Charles and Camilla, Duchess of Cornwall. Getty</span></p><p>Earlier this year, Akshata Murty was at the centre of a tax scandal after it emerged that she had been filing in the United Kingdom as a “non-domiciled” resident, whichallowed her to avoid paying British taxes on the substantial income she earned abroad.</p><p>Sunak, Murty and their family had been living at 10 Downing Street, in the apartment designated for Britain’s finance minister (the living quarters are smaller than 11 Downing Street, where prime minsters generally prefer to live). Moving vans arrived when the scandal was still simmering.</p><p>It also came out around the same time that Sunak had held a US green card while he was chancellor of the Exchequer, or finance minister. His spokesman said he returned it last year.</p><p>Sunak’s critics have sought to play up his privileged upbringing. They point out that he attended the 600-year-old Winchester College, where annual fees for those who board, like he did, today exceed £46,000.</p><p>In the last leadership election this summer, they circulated a video clip from a BBC documentary in which he suggestshe doesn’t have any “working-class friends”.</p><p>He was also attacked for giving a speech to grassroots Conservative Party members this summer where he said that, as chancellor, he tried to reverse funding formulas “that shoved all the funding into deprived urban areas” so as to help wealthier towns.</p><p>During these troubled times of high energy prices and runaway inflation, however, Sunak’s supporters counter that his background – not his wealth, but his own experience in finance and at the treasury – make him the right man for the job right now.</p><h2>‘Fantasy economics’</h2><p>Before becoming a lawmaker – only seven years ago, a rapid ascent in British political terms – Sunak worked as an investment banker with Goldman Sachs and as a hedge fund manager. He most recently served in government as chancellor, where he became hugely popular as hedished money out during the pandemic.</p><p>He has consistently polled better than any of his contenders in this leadership race on economic competence. In the last race against Liz Truss, Sunak said that Truss’ plans were based on “fantasy” economics – a pronouncement that proved prescient when her “mini-budget”caused widespread turmoil in the markets.</p><p>Jeremy Hunt, the current British chancellor who will behoping to keep his job, has come out in support of Sunak. Writing in the<i>Daily Telegraph</i>, he said the British people were looking for someone who could handle the current crisis.</p><p>“Our public finances, market credibility and international reputation have taken a serious blow. To restore stability and confidence, we need a leader who can be trusted to make difficult choices,” he wrote.</p><p>“We also need someone who can explain those choices to members of the public who are worried about jobs, mortgages and public services. We have a leader who can do just that in Rishi Sunak.”</p><p>The matter of his wealth, however, could still be a vulnerability long after the current contest ends.</p><p>Steven Fielding, a politics professor at the University of Nottingham, said that if Sunak does emerge victorious, the opposition Labour Party will likely try to score points on Sunak for being “out of touch,” like they did earlier in the year, when in a discussion about rising prices for foodstuffs, he described all the “different breads in my house.”</p><p>And given the economic headwinds, the cost of living crisis is expected to get a lot worse for millions of Brits, who are already feeling the squeeze.</p><p>Fielding also said that Truss’ disastrous economic policy, which saw the market swiftly reject her plans for unfunded tax cuts, meant that the next leader’s policies will “basically be a prisoner of Liz Truss and the consequences of Liz Truss”.</p><p>“Whoever becomes leader, they have two years where their economic program is already decided. It’s going to be pretty bad for the British public,” he added, noting that it will mostly be damage control and balancing between taxes and spending.</p><p>“It’s still different colours of bad,” he said.</p></body></html>","source":"lsy1602754136468","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>Rishi Sunak: the $1.3b PM Who’s Richer Than the King</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\">\nRishi Sunak: the $1.3b PM Who’s Richer Than the King\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-25 10:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.afr.com/world/europe/rishi-sunak-is-the-1-3b-pm-who-s-richer-than-the-king-20221024-p5bsjh><strong>washington post</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Conservative MP Rishi Sunak leaves his office in London. GettyRishi Sunak is one of the wealthiest people in Britain and is now one of the country’s most powerful aftercapturing the prime ministership...</p>\n\n<a href=\"https://www.afr.com/world/europe/rishi-sunak-is-the-1-3b-pm-who-s-richer-than-the-king-20221024-p5bsjh\">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.afr.com/world/europe/rishi-sunak-is-the-1-3b-pm-who-s-richer-than-the-king-20221024-p5bsjh","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177646561","content_text":"Conservative MP Rishi Sunak leaves his office in London. GettyRishi Sunak is one of the wealthiest people in Britain and is now one of the country’s most powerful aftercapturing the prime ministership. For the first time in history, the residents of Downing Street are richer than those of Buckingham Palace.Brits are used to being ruled by elites –Boris Johnson was about as eliteas they come – but Sunak is not just rich, he is super rich, which has prompted some to ask whether his vast fortune makes him too rich to be prime minister?His backers, however, say it is precisely this background and the years spent making money that qualify him to lead a deeply damaged nation during these economically tumultuous times.Sunak, a former banker, and his wife,Indian tech heiress Akshata Murty, have an estimated fortune of about £730 million ($1.3 billion), according to theSunday Times Rich List. On the 2022 list, the monarch was estimated to have about £370 million by comparison.The couple’s money comes primarily from Murty’s stake in her father’s company, Infosys. She also owns start-up incubator Catamaran Ventures UK and has shares in a half dozen or so other companies. The couple have at least three homes in Britain, as well as a Santa Monica, California, property valued at around $US6 million.According to theGuardian, the Sunak family – they have two daughters, Krishna and Anoushka – spend the week in their five-bedroom house in west London and weekends in North Yorkshire at a Georgian manor house. The paper said it has been “transformed into something of a wellness retreat with a £400,000 indoor swimming pool, gym, yoga studio, hot tub and tennis court”.Tax avoidance scandalDoes any of that matter to voters?“It’s not binary,” said Robert Ford, a professor of politics at the University of Manchester. “The British as a whole don’t think that being wealthy is a bad or disqualifying thing. There are lots of very wealthy individuals who are very popular with the public.“People do care about wealthy people fixing the rules for themselves. It’s non-dom status for your wife while you are the chancellor, it’s green cards in the US in case things go south, it’s family tax numbers being massaged down.“People are like, ‘well, I don’t mind so long as you pay your taxes, but it really annoys me if you don’t,’” he said.Rishi Sunak and wife Akshata Murty (second and third from left) with then-Prince Charles and Camilla, Duchess of Cornwall. GettyEarlier this year, Akshata Murty was at the centre of a tax scandal after it emerged that she had been filing in the United Kingdom as a “non-domiciled” resident, whichallowed her to avoid paying British taxes on the substantial income she earned abroad.Sunak, Murty and their family had been living at 10 Downing Street, in the apartment designated for Britain’s finance minister (the living quarters are smaller than 11 Downing Street, where prime minsters generally prefer to live). Moving vans arrived when the scandal was still simmering.It also came out around the same time that Sunak had held a US green card while he was chancellor of the Exchequer, or finance minister. His spokesman said he returned it last year.Sunak’s critics have sought to play up his privileged upbringing. They point out that he attended the 600-year-old Winchester College, where annual fees for those who board, like he did, today exceed £46,000.In the last leadership election this summer, they circulated a video clip from a BBC documentary in which he suggestshe doesn’t have any “working-class friends”.He was also attacked for giving a speech to grassroots Conservative Party members this summer where he said that, as chancellor, he tried to reverse funding formulas “that shoved all the funding into deprived urban areas” so as to help wealthier towns.During these troubled times of high energy prices and runaway inflation, however, Sunak’s supporters counter that his background – not his wealth, but his own experience in finance and at the treasury – make him the right man for the job right now.‘Fantasy economics’Before becoming a lawmaker – only seven years ago, a rapid ascent in British political terms – Sunak worked as an investment banker with Goldman Sachs and as a hedge fund manager. He most recently served in government as chancellor, where he became hugely popular as hedished money out during the pandemic.He has consistently polled better than any of his contenders in this leadership race on economic competence. In the last race against Liz Truss, Sunak said that Truss’ plans were based on “fantasy” economics – a pronouncement that proved prescient when her “mini-budget”caused widespread turmoil in the markets.Jeremy Hunt, the current British chancellor who will behoping to keep his job, has come out in support of Sunak. Writing in theDaily Telegraph, he said the British people were looking for someone who could handle the current crisis.“Our public finances, market credibility and international reputation have taken a serious blow. To restore stability and confidence, we need a leader who can be trusted to make difficult choices,” he wrote.“We also need someone who can explain those choices to members of the public who are worried about jobs, mortgages and public services. We have a leader who can do just that in Rishi Sunak.”The matter of his wealth, however, could still be a vulnerability long after the current contest ends.Steven Fielding, a politics professor at the University of Nottingham, said that if Sunak does emerge victorious, the opposition Labour Party will likely try to score points on Sunak for being “out of touch,” like they did earlier in the year, when in a discussion about rising prices for foodstuffs, he described all the “different breads in my house.”And given the economic headwinds, the cost of living crisis is expected to get a lot worse for millions of Brits, who are already feeling the squeeze.Fielding also said that Truss’ disastrous economic policy, which saw the market swiftly reject her plans for unfunded tax cuts, meant that the next leader’s policies will “basically be a prisoner of Liz Truss and the consequences of Liz Truss”.“Whoever becomes leader, they have two years where their economic program is already decided. It’s going to be pretty bad for the British public,” he added, noting that it will mostly be damage control and balancing between taxes and spending.“It’s still different colours of bad,” he said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":174,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":898891715,"gmtCreate":1628482509937,"gmtModify":1703506815462,"author":{"id":"3575455489344050","authorId":"3575455489344050","name":"Myname","avatar":"https://static.tigerbbs.com/3fff4aa421deeb7a8d801ab27a14a82f","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575455489344050","idStr":"3575455489344050"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/898891715","repostId":"2157492988","repostType":4,"repost":{"id":"2157492988","pubTimestamp":1628480467,"share":"https://ttm.financial/m/news/2157492988?lang=&edition=fundamental","pubTime":"2021-08-09 11:41","market":"us","language":"en","title":"3 Top Large-Cap Stocks to Buy in August","url":"https://stock-news.laohu8.com/highlight/detail?id=2157492988","media":"Motley Fool","summary":"These three large-cap stocks provide growth and stability.","content":"<p>Investors need large-cap stocks in their portfolios. These proven companies provide the bulk of index returns, as both the <b>S&amp;P 500</b> and <b>Nasdaq</b> <b>Composite</b> are weighted by market capitalization. Large cap stocks have also earned their massive sizes due to their histories of exceeding expectations and making patient investors steady returns.</p>\n<p>The trade-off has always been framed as sacrificing growth for the stability large-cap stocks provide. But investors are increasingly rejecting this false narrative as many large-cap tech stocks continue to post above-average growth rates. These three large-cap companies offer the stability of large-cap stocks, with above-average growth potential.<img src=\"https://static.tigerbbs.com/a473d5ba64c80633f42466d051223667\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>Image Source: Getty Images</p>\n<h2><b>Amazon's \"slowing growth\" narrative is too bearish</b></h2>\n<p><b>Amazon</b> (NASDAQ:AMZN) has made quite a few investors rich on its way to a $1.7 trillion market cap, including its founder Jeff Bezos -- now the second-richest man in the world. If you had invested $10,000 at its market debut in 1997, your stake would be worth more than $20 million today!</p>\n<p>That said, shares of Amazon are trailing the S&amp;P 500 this year, posting a 3% return versus 17% for the index. Despite posting a year-over-year revenue increase of 27%, Amazon missed analyst expectations of a 29% top-line beat. Additionally, the company guided for third-quarter revenue to come in at $109 billion at the midpoint, below consensus estimates of $119 billion.</p>\n<p>After being faulted for having no earnings for years, Amazon smashed earnings per share estimates by 23% despite missing on the top line. Ironically, investors ignored the increased profitability of the business to focus on slowing growth.</p>\n<p>There are reasons for long-term investors to consider this nothing but noise. Pandemic lockdowns boosted demand for e-commerce last year, which made 2021 a difficult year for comparisons. However, Amazon's higher-margin business segments like third-party seller services (38%), AWS (37%), and subscription services (32%) all outperformed analyst expectations.</p>\n<p>However, what's exciting is the company's catch-all other division, which is mostly advertising. During the quarter, revenue attributable to other increased 87% and is now half the size of AWS. Amazon's temporary sell-off has given long-term investors an attractive entry point.</p>\n<h2><b><a href=\"https://laohu8.com/S/FB\">Facebook</a>'s slowing user-growth isn't an issue</b></h2>\n<p><b>Facebook</b>'s (NASDAQ:FB) Mark Zuckerberg isn't as rich as Bezos, trailing him by an estimated $70 billion, but at 37 he still has a long career ahead of him. Zuckerberg has grown Facebook from an idea to a $1 trillion market cap, and shares are currently 840% higher than their $38 IPO price nine years ago. And there are still long-term drivers drivers ahead for the company.</p>\n<p>Facebook's stock rally was halted in its tracks due to second-quarter earnings, despite growing revenue by 56% and EPS by 101% -- both higher than consensus estimates. Investors were disappointed with the company's commentary on revenue growth in the back half of 2021 and the fact that daily active users in the lucrative U.S. and Canadian markets declined from the prior year's corresponding period.</p>\n<p>Like Amazon, Facebook is seeing a return to normal after the pandemic. Social media usage understandably exploded during the pandemic, and a return to more in-person events was always going to impact the company's engagement.</p>\n<p>Despite the modest yearly decline in daily active users (DAUs) (1.5%), the company still has 195 million people across the U.S. and Canada logging into a Facebook product daily, and can monetize users by raising costs per ad, like it did this quarter.</p>\n<p>Zuckerberg is now focused on his most audacious plans yet -- the metaverse. The company acquired virtual reality company Oculus in 2014, and plans to use its headsets to create an entirely new virtual world for users. The potential upside could be bigger than anything it's done yet.</p>\n<h2><b>Apple is going from strength to strength</b></h2>\n<p>By now, you might have identified a theme in the above stocks, as all are mega-cap tech companies that sold off after earnings. Against that backdrop, <b>Apple</b> (NASDAQ:AAPL) is a natural fit, as shares moderately sold off after the company reported fiscal third-quarter earnings. Although its market cap is approaching $2.5 trillion, the company continues to have growth drivers.</p>\n<p>Despite concerns that the iPhone market was saturated, Apple grew revenue attributable to the device 50% over the prior year and boosted total revenue higher by 36%. Although Apple easily topped analyst expectations for revenue and earnings, investors reacted negatively to commentary from CEO Tim Cook that chip shortages could impact iPhone and iPad sales in the current quarter.</p>\n<p>While shortages are never ideal, in the short term this is an example of a \"good problem.\" Demand outstripping supply means your product is coveted, and it's unlikely many iPhone users will step out of its ecosystem to buy an Android. In fact, it's this sticky user base that will power Apple's next phase of growth, as Apple has been aggressive at monetizing its installed base with services and recurring subscription-based revenue.</p>\n<p>Revenue attributable to services grew 33% over the prior year, an acceleration from the 27% growth rate the prior quarter. During the earnings call, Cook noted the company has nearly 700 million subscribers, a 27% increase from the prior year. Ignore the short-term chip bottleneck, Apple has many growth levers to pull going forward.</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>3 Top Large-Cap Stocks to Buy in August</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Top Large-Cap Stocks to Buy in August\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-09 11:41 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/08/07/3-top-large-cap-stocks-to-buy-in-august/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investors need large-cap stocks in their portfolios. These proven companies provide the bulk of index returns, as both the S&P 500 and Nasdaq Composite are weighted by market capitalization. Large cap...</p>\n\n<a href=\"https://www.fool.com/investing/2021/08/07/3-top-large-cap-stocks-to-buy-in-august/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.fool.com/investing/2021/08/07/3-top-large-cap-stocks-to-buy-in-august/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2157492988","content_text":"Investors need large-cap stocks in their portfolios. These proven companies provide the bulk of index returns, as both the S&P 500 and Nasdaq Composite are weighted by market capitalization. Large cap stocks have also earned their massive sizes due to their histories of exceeding expectations and making patient investors steady returns.\nThe trade-off has always been framed as sacrificing growth for the stability large-cap stocks provide. But investors are increasingly rejecting this false narrative as many large-cap tech stocks continue to post above-average growth rates. These three large-cap companies offer the stability of large-cap stocks, with above-average growth potential.\nImage Source: Getty Images\nAmazon's \"slowing growth\" narrative is too bearish\nAmazon (NASDAQ:AMZN) has made quite a few investors rich on its way to a $1.7 trillion market cap, including its founder Jeff Bezos -- now the second-richest man in the world. If you had invested $10,000 at its market debut in 1997, your stake would be worth more than $20 million today!\nThat said, shares of Amazon are trailing the S&P 500 this year, posting a 3% return versus 17% for the index. Despite posting a year-over-year revenue increase of 27%, Amazon missed analyst expectations of a 29% top-line beat. Additionally, the company guided for third-quarter revenue to come in at $109 billion at the midpoint, below consensus estimates of $119 billion.\nAfter being faulted for having no earnings for years, Amazon smashed earnings per share estimates by 23% despite missing on the top line. Ironically, investors ignored the increased profitability of the business to focus on slowing growth.\nThere are reasons for long-term investors to consider this nothing but noise. Pandemic lockdowns boosted demand for e-commerce last year, which made 2021 a difficult year for comparisons. However, Amazon's higher-margin business segments like third-party seller services (38%), AWS (37%), and subscription services (32%) all outperformed analyst expectations.\nHowever, what's exciting is the company's catch-all other division, which is mostly advertising. During the quarter, revenue attributable to other increased 87% and is now half the size of AWS. Amazon's temporary sell-off has given long-term investors an attractive entry point.\nFacebook's slowing user-growth isn't an issue\nFacebook's (NASDAQ:FB) Mark Zuckerberg isn't as rich as Bezos, trailing him by an estimated $70 billion, but at 37 he still has a long career ahead of him. Zuckerberg has grown Facebook from an idea to a $1 trillion market cap, and shares are currently 840% higher than their $38 IPO price nine years ago. And there are still long-term drivers drivers ahead for the company.\nFacebook's stock rally was halted in its tracks due to second-quarter earnings, despite growing revenue by 56% and EPS by 101% -- both higher than consensus estimates. Investors were disappointed with the company's commentary on revenue growth in the back half of 2021 and the fact that daily active users in the lucrative U.S. and Canadian markets declined from the prior year's corresponding period.\nLike Amazon, Facebook is seeing a return to normal after the pandemic. Social media usage understandably exploded during the pandemic, and a return to more in-person events was always going to impact the company's engagement.\nDespite the modest yearly decline in daily active users (DAUs) (1.5%), the company still has 195 million people across the U.S. and Canada logging into a Facebook product daily, and can monetize users by raising costs per ad, like it did this quarter.\nZuckerberg is now focused on his most audacious plans yet -- the metaverse. The company acquired virtual reality company Oculus in 2014, and plans to use its headsets to create an entirely new virtual world for users. The potential upside could be bigger than anything it's done yet.\nApple is going from strength to strength\nBy now, you might have identified a theme in the above stocks, as all are mega-cap tech companies that sold off after earnings. Against that backdrop, Apple (NASDAQ:AAPL) is a natural fit, as shares moderately sold off after the company reported fiscal third-quarter earnings. Although its market cap is approaching $2.5 trillion, the company continues to have growth drivers.\nDespite concerns that the iPhone market was saturated, Apple grew revenue attributable to the device 50% over the prior year and boosted total revenue higher by 36%. Although Apple easily topped analyst expectations for revenue and earnings, investors reacted negatively to commentary from CEO Tim Cook that chip shortages could impact iPhone and iPad sales in the current quarter.\nWhile shortages are never ideal, in the short term this is an example of a \"good problem.\" Demand outstripping supply means your product is coveted, and it's unlikely many iPhone users will step out of its ecosystem to buy an Android. In fact, it's this sticky user base that will power Apple's next phase of growth, as Apple has been aggressive at monetizing its installed base with services and recurring subscription-based revenue.\nRevenue attributable to services grew 33% over the prior year, an acceleration from the 27% growth rate the prior quarter. During the earnings call, Cook noted the company has nearly 700 million subscribers, a 27% increase from the prior year. Ignore the short-term chip bottleneck, Apple has many growth levers to pull going forward.","news_type":1},"isVote":1,"tweetType":1,"viewCount":86,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9961513811,"gmtCreate":1668994403833,"gmtModify":1676538135861,"author":{"id":"3575455489344050","authorId":"3575455489344050","name":"Myname","avatar":"https://static.tigerbbs.com/3fff4aa421deeb7a8d801ab27a14a82f","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575455489344050","idStr":"3575455489344050"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9961513811","repostId":"1117170787","repostType":4,"repost":{"id":"1117170787","pubTimestamp":1669002303,"share":"https://ttm.financial/m/news/1117170787?lang=&edition=fundamental","pubTime":"2022-11-21 11:45","market":"us","language":"en","title":"The Fed Minutes May Deliver A Massive Blow To The Stock Market","url":"https://stock-news.laohu8.com/highlight/detail?id=1117170787","media":"Seeking Alpha","summary":"SummaryThe November Fed Minutes will be released Wednesday afternoon.The bond and currency markets a","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>The November Fed Minutes will be released Wednesday afternoon.</li><li>The bond and currency markets are already preparing for very hawkish minutes.</li><li>Fed board members appear to think rates may head towards 5%.</li></ul><p>It will be a holiday-shortened trading week, but it will not be short on news events. The massive news event will come on Wednesday at 2 PM with the release of the November Fed minutes. These minutes will likely reverse the equity market&#39;s celebration following a lower-than-expected October CPI report, as the Fed has a different view and is already pushing back hard.</p><p>Since the release of that CPI report on November 10, Fed-speak has been crystal clear - slower rate hikes do not mean a lower terminal rate, and one better-than-expected CPI report isn&#39;t going to change the path of monetary policy. Ultimately, these speakers seem to think rates are going even higher.</p><p>St. Louis Fed Governor James Bullard suggested dovish assumptions about monetary policy justified additional rate hikes.</p><p>The November FOMC statement indicated the likelihood of a slower pace of rate hikes coming, while the FOMC press conference indicated that the terminal rate was likely to be higher than previously expected in September. Since the FOMC meeting, a strong case has been laid out by many FOMC members for the overnight rate to head over 5% and potentially to go as high as 5.25% in 2023.</p><p>If this message of higher rates is correctly delivered in the FOMC minutes, then it seems more likely than not that the equity market rally since the October CPI report in mid-November should not only pause but reverse.</p><p><b>VIX Positioning</b></p><p>Additionally, the VIX should rise sharply heading into the FOMC meeting on December 14. Not on worries over a 50 or 75 bps rate hike but due to concerns over the Fed&#39;s Summary of Economic Projections and the committee&#39;s dot plot for terminal rate for the end of 2023.</p><p>In fact, throughout 2022, there has been a pattern of the VIX rising or falling into the FOMC meeting following the market&#39;s perception of the Fed minutes. Currently, the VIX is trading towards the lower end of its trading range, around 23. The last time the VIX was this low heading into the release of the FOMC minutes came back on August 17, which also marked the end of the August rally and was followed by a sharp rise in the VIX and a very sharp decline in the S&amp;P 500. The same thing also happened at the beginning of April, which also marked the end of the March rally, and early January, which marked the market peak.</p><p><img src=\"https://static.tigerbbs.com/2eb742a0f644a317b0c584c79d197735\" tg-width=\"640\" tg-height=\"321\" referrerpolicy=\"no-referrer\"/></p><p>TradingView</p><p><b>Rates And The Dollar</b></p><p>The bond market is already anticipating the more hawkish commentary out of the Fed minutes to be released this week. The Fed funds rates again call for the peak rate to be above 5% and back to levels seen immediately following the November FOMC meeting. Additionally, that peak rate is now seen coming in July instead of May, incorporating smaller rate hikes.</p><p><img src=\"https://static.tigerbbs.com/085a10f01649229138206ef78793ac66\" tg-width=\"640\" tg-height=\"499\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>The view of higher rates has also helped lift the 2-year yield, moving it back above 4.5%, and stopped the bleeding of the dollar index. These are critical signs that the bond and currency markets are listening to what the FOMC members are saying and taking the calls for higher rates very seriously. The Fed minutes should enforce the view of the Fed officials and should only help to push the dollar and rates even higher.</p><p>Higher rates and a strong dollar should help financial conditions tighten, pushing stock prices lower and increasing implied volatility levels.</p><p><img src=\"https://static.tigerbbs.com/d88b54ba9843396edf02be5023d2da16\" tg-width=\"640\" tg-height=\"321\" referrerpolicy=\"no-referrer\"/></p><p>TradingView</p><p><b>Fall Back Plan</b></p><p>Just in case the market doesn&#39;t respond appropriately to these minutes. The Fed is taking no chances heading into the FOMC meeting this time and will ensure that there will be no mix-ups from a potential article drop heading into the December meeting. There will be no repeat of the October version of the dovish pivot.</p><p>This time Jay Powell will take things into his own hands and talk for an hour at the Brookings Institute on November 30, starting at 1:30 PM ET. The talk is even more critical because it will come one day before the official FOMC blackout period starts heading into the December 14 FOMC meeting. It will be Powell&#39;s chance to make sure the market does not veer off course over those two weeks.</p><p>The Fed has been telling the market all year that it intended to raise rates aggressively and wanted financial conditions to tighten. Yes, there have been countertrend rallies along the way, but if one thing is clear, the Fed has been committed to higher rates. If the minutes do not deliver that message this week, Powell will be sure to do on November 30 what he did on August 26 at Jackson Hole, putting the hammer down on the equity market again.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The Fed Minutes May Deliver A Massive Blow To The Stock Market</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe Fed Minutes May Deliver A Massive Blow To The Stock Market\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-21 11:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4559258-fed-minutes-may-deliver-massive-blow-to-stock-market><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryThe November Fed Minutes will be released Wednesday afternoon.The bond and currency markets are already preparing for very hawkish minutes.Fed board members appear to think rates may head ...</p>\n\n<a href=\"https://seekingalpha.com/article/4559258-fed-minutes-may-deliver-massive-blow-to-stock-market\">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://seekingalpha.com/article/4559258-fed-minutes-may-deliver-massive-blow-to-stock-market","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117170787","content_text":"SummaryThe November Fed Minutes will be released Wednesday afternoon.The bond and currency markets are already preparing for very hawkish minutes.Fed board members appear to think rates may head towards 5%.It will be a holiday-shortened trading week, but it will not be short on news events. The massive news event will come on Wednesday at 2 PM with the release of the November Fed minutes. These minutes will likely reverse the equity market's celebration following a lower-than-expected October CPI report, as the Fed has a different view and is already pushing back hard.Since the release of that CPI report on November 10, Fed-speak has been crystal clear - slower rate hikes do not mean a lower terminal rate, and one better-than-expected CPI report isn't going to change the path of monetary policy. Ultimately, these speakers seem to think rates are going even higher.St. Louis Fed Governor James Bullard suggested dovish assumptions about monetary policy justified additional rate hikes.The November FOMC statement indicated the likelihood of a slower pace of rate hikes coming, while the FOMC press conference indicated that the terminal rate was likely to be higher than previously expected in September. Since the FOMC meeting, a strong case has been laid out by many FOMC members for the overnight rate to head over 5% and potentially to go as high as 5.25% in 2023.If this message of higher rates is correctly delivered in the FOMC minutes, then it seems more likely than not that the equity market rally since the October CPI report in mid-November should not only pause but reverse.VIX PositioningAdditionally, the VIX should rise sharply heading into the FOMC meeting on December 14. Not on worries over a 50 or 75 bps rate hike but due to concerns over the Fed's Summary of Economic Projections and the committee's dot plot for terminal rate for the end of 2023.In fact, throughout 2022, there has been a pattern of the VIX rising or falling into the FOMC meeting following the market's perception of the Fed minutes. Currently, the VIX is trading towards the lower end of its trading range, around 23. The last time the VIX was this low heading into the release of the FOMC minutes came back on August 17, which also marked the end of the August rally and was followed by a sharp rise in the VIX and a very sharp decline in the S&P 500. The same thing also happened at the beginning of April, which also marked the end of the March rally, and early January, which marked the market peak.TradingViewRates And The DollarThe bond market is already anticipating the more hawkish commentary out of the Fed minutes to be released this week. The Fed funds rates again call for the peak rate to be above 5% and back to levels seen immediately following the November FOMC meeting. Additionally, that peak rate is now seen coming in July instead of May, incorporating smaller rate hikes.BloombergThe view of higher rates has also helped lift the 2-year yield, moving it back above 4.5%, and stopped the bleeding of the dollar index. These are critical signs that the bond and currency markets are listening to what the FOMC members are saying and taking the calls for higher rates very seriously. The Fed minutes should enforce the view of the Fed officials and should only help to push the dollar and rates even higher.Higher rates and a strong dollar should help financial conditions tighten, pushing stock prices lower and increasing implied volatility levels.TradingViewFall Back PlanJust in case the market doesn't respond appropriately to these minutes. The Fed is taking no chances heading into the FOMC meeting this time and will ensure that there will be no mix-ups from a potential article drop heading into the December meeting. There will be no repeat of the October version of the dovish pivot.This time Jay Powell will take things into his own hands and talk for an hour at the Brookings Institute on November 30, starting at 1:30 PM ET. The talk is even more critical because it will come one day before the official FOMC blackout period starts heading into the December 14 FOMC meeting. It will be Powell's chance to make sure the market does not veer off course over those two weeks.The Fed has been telling the market all year that it intended to raise rates aggressively and wanted financial conditions to tighten. Yes, there have been countertrend rallies along the way, but if one thing is clear, the Fed has been committed to higher rates. If the minutes do not deliver that message this week, Powell will be sure to do on November 30 what he did on August 26 at Jackson Hole, putting the hammer down on the equity market again.","news_type":1},"isVote":1,"tweetType":1,"viewCount":45,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9925444276,"gmtCreate":1672100971695,"gmtModify":1676538633510,"author":{"id":"3575455489344050","authorId":"3575455489344050","name":"Myname","avatar":"https://static.tigerbbs.com/3fff4aa421deeb7a8d801ab27a14a82f","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575455489344050","idStr":"3575455489344050"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9925444276","repostId":"1138382410","repostType":4,"repost":{"id":"1138382410","pubTimestamp":1672097333,"share":"https://ttm.financial/m/news/1138382410?lang=&edition=fundamental","pubTime":"2022-12-27 07:28","market":"us","language":"en","title":"Wall Street and Fed Flopped in Trying to Predict 2022","url":"https://stock-news.laohu8.com/highlight/detail?id=1138382410","media":"The Wall Street Journal","summary":"Almost everyone on Wall Street and in Washington got 2022 wrong.The Federal Reserve expected 2021’s ","content":"<html><head></head><body><p>Almost everyone on Wall Street and in Washington got 2022 wrong.</p><p>The Federal Reserve expected 2021’s inflation surge to be transitory. It wasn’t. Core inflationclimbed to a four-decade highthis fall, nearly tripling the Fed’s full-year forecast.</p><p>Top Wall Street analysts predicted markets would have a so-so year. They didn’t. With just a few trading days left in 2022, the S&amp;P 500 is down 19% and on course for its biggest annual loss since the 2008 financial crisis. Bonds are headed for their worst year on record.</p><p>The extent to which many investors, analysts and economists were wrong-footed has left many looking at the coming year with a sense of unease. The big debates of 2023 are already under way: The Fed has signaled it expects to keep raising interest rates, and yet traders have been pricing in rate cuts. Companyexecutives are sounding the alarm about a potential recession, but economists at some banks, includingGoldman Sachs GroupInc. andCredit Suisse GroupAG, see the U.S. economyavoiding a downturn in 2023.</p><p>If there is a lesson to be taken away from the past 12 months, some investors and analysts say it is this: Be prepared for more surprises.</p><p>“We all approach the coming year with a certain level of humility,” saidChristopher Smart, chief global strategist and head of the Barings Investment Institute.</p><p><img src=\"https://static.tigerbbs.com/8500f707ab116c12518932ddb27b82d2\" tg-width=\"756\" tg-height=\"453\" referrerpolicy=\"no-referrer\"/></p><p>Like many other strategists, Mr. Smart had expected inflation to moderate in 2022. But he didn’t foresee that Russia would invade Ukraine, sending oil prices and energy shares briefly soaring. He also didn’t anticipate how long China would stick to its zero-Covid policy, which prolongedsupply-chain issuesfor companies around the world.</p><p>“You can always say in retrospect, you knew those were risks. But those were thought of as unlikely going into the new year,” Mr. Smart said.</p><p>So what does Wall Street consider unlikely next year?</p><p>Right now, it appears to be another pickup in inflation. Roughly 90% of investors expect global inflation to be lower within the next 12 months, according to Bank of America Corp.’s December survey of fund managers. That is the highest share in the survey’s history.</p><p>Growing confidence that inflation might have peaked has many investors betting on a market reversal in 2023. Fund managers reported having a larger-than-average share of bonds in their portfolios for the first time since 2009, according to Bank of America’s survey. In other words, many investors are counting on waning inflation to make this year’s loser—bonds—one of next year’s big winners.</p><p>“I think if you’re a betting person, you have to conclude from the data that inflation is coming down,” saidNancy Tengler, chief investment officer for Laffer Tengler Investments.</p><p>Fed ChairmanJerome Powellhas said it is too early to conclude that inflation has peaked. But Ms. Tengler, among others, is skeptical.</p><p>Prices for everything from airfare to used cars to shipping have dropped in recent months, Ms. Tengler said. That has helped consumers become more optimistic about the outlook for the economy. Data on Wednesday showedconsumers’ expectations for inflationin the year ahead fell to the lowest level in more than a year in December, while their level of confidence rose to an eight-month high.</p><p>Bond traders have taken note. In one sign that many believe the Fed might not have much further to go on its rate increases, the yield on the two-year U.S. Treasury note was at 4.321% on Friday, up substantially for the year but down more than one-third of a percentage point from its November peak.</p><p>Shorter-term yields tend to track traders’ expectations for monetary policy, moving higher when traders anticipate the Fed raising rates and falling when they expect the Fed to start to pause or pull back.</p><p>“It won’t go down in a straight line, but I do think inflation will surprise many on the downside,” said Ms. Tengler, whose firm has been putting more money into risky assets such as stocks in recent months.</p><p><img src=\"https://static.tigerbbs.com/8238e980a56ed4d6ac3c30e1f101a2af\" tg-width=\"726\" tg-height=\"531\" referrerpolicy=\"no-referrer\"/></p><p>What investors consider the biggest &#39;tail risks&#39; to marketsSource: Bank of America&#39;s December global fund-manager surveyInflation stays highDeep global recessionCentral banks stay hawkishGeopolitical tensions worsenA systemic credit event0%510152025303540Central banks stay hawkish16%</p><p>Others remain unconvinced. The past year’s twists and turns have made them wary of second-guessing the Fed. If anything, it pays to question what the crowd believes has become the consensus, they say.</p><p>Fund managers surveyed by Bank of America say high inflation ranks as the top “tail risk” to markets, followed by a deep global recession and central banks keeping monetary policy tight. In market parlance, tail risks are generally negative events that investors view as unlikely to happen.</p><p>“The market has continued to believe that each interest-rate hike is hopefully one of the last ones, even though the Fed keeps telling markets, it’s not,” saidScott Colyer, chief executive of Advisors Asset Management. “I think if you fight the Fed, you do so at your own risk.”</p></body></html>","source":"wsj_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wall Street and Fed Flopped in Trying to Predict 2022</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWall Street and Fed Flopped in Trying to Predict 2022\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-27 07:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.wsj.com/articles/wall-street-and-fed-flopped-in-trying-to-predict-2022-11672050603?mod=hp_lead_pos5><strong>The Wall Street Journal</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Almost everyone on Wall Street and in Washington got 2022 wrong.The Federal Reserve expected 2021’s inflation surge to be transitory. It wasn’t. Core inflationclimbed to a four-decade highthis fall, ...</p>\n\n<a href=\"https://www.wsj.com/articles/wall-street-and-fed-flopped-in-trying-to-predict-2022-11672050603?mod=hp_lead_pos5\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://www.wsj.com/articles/wall-street-and-fed-flopped-in-trying-to-predict-2022-11672050603?mod=hp_lead_pos5","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138382410","content_text":"Almost everyone on Wall Street and in Washington got 2022 wrong.The Federal Reserve expected 2021’s inflation surge to be transitory. It wasn’t. Core inflationclimbed to a four-decade highthis fall, nearly tripling the Fed’s full-year forecast.Top Wall Street analysts predicted markets would have a so-so year. They didn’t. With just a few trading days left in 2022, the S&P 500 is down 19% and on course for its biggest annual loss since the 2008 financial crisis. Bonds are headed for their worst year on record.The extent to which many investors, analysts and economists were wrong-footed has left many looking at the coming year with a sense of unease. The big debates of 2023 are already under way: The Fed has signaled it expects to keep raising interest rates, and yet traders have been pricing in rate cuts. Companyexecutives are sounding the alarm about a potential recession, but economists at some banks, includingGoldman Sachs GroupInc. andCredit Suisse GroupAG, see the U.S. economyavoiding a downturn in 2023.If there is a lesson to be taken away from the past 12 months, some investors and analysts say it is this: Be prepared for more surprises.“We all approach the coming year with a certain level of humility,” saidChristopher Smart, chief global strategist and head of the Barings Investment Institute.Like many other strategists, Mr. Smart had expected inflation to moderate in 2022. But he didn’t foresee that Russia would invade Ukraine, sending oil prices and energy shares briefly soaring. He also didn’t anticipate how long China would stick to its zero-Covid policy, which prolongedsupply-chain issuesfor companies around the world.“You can always say in retrospect, you knew those were risks. But those were thought of as unlikely going into the new year,” Mr. Smart said.So what does Wall Street consider unlikely next year?Right now, it appears to be another pickup in inflation. Roughly 90% of investors expect global inflation to be lower within the next 12 months, according to Bank of America Corp.’s December survey of fund managers. That is the highest share in the survey’s history.Growing confidence that inflation might have peaked has many investors betting on a market reversal in 2023. Fund managers reported having a larger-than-average share of bonds in their portfolios for the first time since 2009, according to Bank of America’s survey. In other words, many investors are counting on waning inflation to make this year’s loser—bonds—one of next year’s big winners.“I think if you’re a betting person, you have to conclude from the data that inflation is coming down,” saidNancy Tengler, chief investment officer for Laffer Tengler Investments.Fed ChairmanJerome Powellhas said it is too early to conclude that inflation has peaked. But Ms. Tengler, among others, is skeptical.Prices for everything from airfare to used cars to shipping have dropped in recent months, Ms. Tengler said. That has helped consumers become more optimistic about the outlook for the economy. Data on Wednesday showedconsumers’ expectations for inflationin the year ahead fell to the lowest level in more than a year in December, while their level of confidence rose to an eight-month high.Bond traders have taken note. In one sign that many believe the Fed might not have much further to go on its rate increases, the yield on the two-year U.S. Treasury note was at 4.321% on Friday, up substantially for the year but down more than one-third of a percentage point from its November peak.Shorter-term yields tend to track traders’ expectations for monetary policy, moving higher when traders anticipate the Fed raising rates and falling when they expect the Fed to start to pause or pull back.“It won’t go down in a straight line, but I do think inflation will surprise many on the downside,” said Ms. Tengler, whose firm has been putting more money into risky assets such as stocks in recent months.What investors consider the biggest 'tail risks' to marketsSource: Bank of America's December global fund-manager surveyInflation stays highDeep global recessionCentral banks stay hawkishGeopolitical tensions worsenA systemic credit event0%510152025303540Central banks stay hawkish16%Others remain unconvinced. The past year’s twists and turns have made them wary of second-guessing the Fed. If anything, it pays to question what the crowd believes has become the consensus, they say.Fund managers surveyed by Bank of America say high inflation ranks as the top “tail risk” to markets, followed by a deep global recession and central banks keeping monetary policy tight. In market parlance, tail risks are generally negative events that investors view as unlikely to happen.“The market has continued to believe that each interest-rate hike is hopefully one of the last ones, even though the Fed keeps telling markets, it’s not,” saidScott Colyer, chief executive of Advisors Asset Management. “I think if you fight the Fed, you do so at your own risk.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":29,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9965475180,"gmtCreate":1670019227540,"gmtModify":1676538288251,"author":{"id":"3575455489344050","authorId":"3575455489344050","name":"Myname","avatar":"https://static.tigerbbs.com/3fff4aa421deeb7a8d801ab27a14a82f","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575455489344050","idStr":"3575455489344050"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9965475180","repostId":"1188313465","repostType":4,"repost":{"id":"1188313465","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":1669994807,"share":"https://ttm.financial/m/news/1188313465?lang=&edition=fundamental","pubTime":"2022-12-02 23:26","market":"us","language":"en","title":"Payrolls Increased 263,000 in November, Much Better Than Expected","url":"https://stock-news.laohu8.com/highlight/detail?id=1188313465","media":"Tiger Newspress","summary":"Job growth was much better than expected in November despite the Federal Reserve’s aggressive effort","content":"<html><head></head><body><p>Job growth was much better than expected in November despite the Federal Reserve’s aggressive efforts to slow the labor market and tackle inflation.</p><p>Nonfarm payrolls increased 263,000 for the month while the unemployment rate was 3.7%, the Labor Department reported Friday. Economists surveyed by Dow Jones had been looking for an increase of 200,000 on the payrolls number and 3.7% for the jobless rate.</p><p><img src=\"https://static.tigerbbs.com/2a60382bd5ea540fed594e95d940cf4a\" tg-width=\"1500\" tg-height=\"1408\" referrerpolicy=\"no-referrer\"/></p><p>The monthly gain was a slight decrease from October’s upwardly revised 284,000.</p><p>The numbers likely will do little to slow a Fed that has been raising interest rates steadily this year to bring down inflation still running near its highest level in more than 40 years.</p><p>In another blow to the Fed’s anti-inflation efforts, average hourly earnings jumped 0.6% for the month, double the Dow Jones estimate. Wages were up 5.1% on a year-over-year basis, also well above the 4.6% expectation.</p><p>Futures tied to the Dow Jones Industrial Average plunged following the report, falling more than 400 points as the hot jobs report could make the Fed even more aggressive.</p><p>Leisure and hospitality led the job gains, adding 88,000 positions.</p><p>Other sector gainers included health care (45,000), government (42,000) and other services, a category that includes personal and laundry services and which showed a total gain of 24,000. Social assistance saw a rise of 23,000, which the Labor Department said brings the sector back to where it was in February 2020 before the Covid pandemic.</p><p>Construction added 20,000 positions, while information was up 19,000 and manufacturing saw a gain of 14,000.</p><p>On the downside, retail establishments reported a loss of 30,000 positions heading into what is expected to be a busy holiday shopping season. Transportation and warehousing also saw a decline, down 15,000.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Payrolls Increased 263,000 in November, Much Better Than Expected </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\">\nPayrolls Increased 263,000 in November, Much Better Than Expected \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\">2022-12-02 23:26</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Job growth was much better than expected in November despite the Federal Reserve’s aggressive efforts to slow the labor market and tackle inflation.</p><p>Nonfarm payrolls increased 263,000 for the month while the unemployment rate was 3.7%, the Labor Department reported Friday. Economists surveyed by Dow Jones had been looking for an increase of 200,000 on the payrolls number and 3.7% for the jobless rate.</p><p><img src=\"https://static.tigerbbs.com/2a60382bd5ea540fed594e95d940cf4a\" tg-width=\"1500\" tg-height=\"1408\" referrerpolicy=\"no-referrer\"/></p><p>The monthly gain was a slight decrease from October’s upwardly revised 284,000.</p><p>The numbers likely will do little to slow a Fed that has been raising interest rates steadily this year to bring down inflation still running near its highest level in more than 40 years.</p><p>In another blow to the Fed’s anti-inflation efforts, average hourly earnings jumped 0.6% for the month, double the Dow Jones estimate. Wages were up 5.1% on a year-over-year basis, also well above the 4.6% expectation.</p><p>Futures tied to the Dow Jones Industrial Average plunged following the report, falling more than 400 points as the hot jobs report could make the Fed even more aggressive.</p><p>Leisure and hospitality led the job gains, adding 88,000 positions.</p><p>Other sector gainers included health care (45,000), government (42,000) and other services, a category that includes personal and laundry services and which showed a total gain of 24,000. Social assistance saw a rise of 23,000, which the Labor Department said brings the sector back to where it was in February 2020 before the Covid pandemic.</p><p>Construction added 20,000 positions, while information was up 19,000 and manufacturing saw a gain of 14,000.</p><p>On the downside, retail establishments reported a loss of 30,000 positions heading into what is expected to be a busy holiday shopping season. Transportation and warehousing also saw a decline, down 15,000.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188313465","content_text":"Job growth was much better than expected in November despite the Federal Reserve’s aggressive efforts to slow the labor market and tackle inflation.Nonfarm payrolls increased 263,000 for the month while the unemployment rate was 3.7%, the Labor Department reported Friday. Economists surveyed by Dow Jones had been looking for an increase of 200,000 on the payrolls number and 3.7% for the jobless rate.The monthly gain was a slight decrease from October’s upwardly revised 284,000.The numbers likely will do little to slow a Fed that has been raising interest rates steadily this year to bring down inflation still running near its highest level in more than 40 years.In another blow to the Fed’s anti-inflation efforts, average hourly earnings jumped 0.6% for the month, double the Dow Jones estimate. Wages were up 5.1% on a year-over-year basis, also well above the 4.6% expectation.Futures tied to the Dow Jones Industrial Average plunged following the report, falling more than 400 points as the hot jobs report could make the Fed even more aggressive.Leisure and hospitality led the job gains, adding 88,000 positions.Other sector gainers included health care (45,000), government (42,000) and other services, a category that includes personal and laundry services and which showed a total gain of 24,000. Social assistance saw a rise of 23,000, which the Labor Department said brings the sector back to where it was in February 2020 before the Covid pandemic.Construction added 20,000 positions, while information was up 19,000 and manufacturing saw a gain of 14,000.On the downside, retail establishments reported a loss of 30,000 positions heading into what is expected to be a busy holiday shopping season. Transportation and warehousing also saw a decline, down 15,000.","news_type":1},"isVote":1,"tweetType":1,"viewCount":95,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9962020825,"gmtCreate":1669681122568,"gmtModify":1676538221825,"author":{"id":"3575455489344050","authorId":"3575455489344050","name":"Myname","avatar":"https://static.tigerbbs.com/3fff4aa421deeb7a8d801ab27a14a82f","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575455489344050","idStr":"3575455489344050"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9962020825","repostId":"2287142375","repostType":4,"repost":{"id":"2287142375","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":1669675466,"share":"https://ttm.financial/m/news/2287142375?lang=&edition=fundamental","pubTime":"2022-11-29 06:44","market":"us","language":"en","title":"US STOCKS-Wall Street Ends Down Sharply, Hit By Apple","url":"https://stock-news.laohu8.com/highlight/detail?id=2287142375","media":"Reuters","summary":"Cyber Monday spending to hit $11.6 bln - reportCrypto shares fall on BlockFi bankruptcy filingBiogen","content":"<html><head></head><body><ul><li>Cyber Monday spending to hit $11.6 bln - report</li><li>Crypto shares fall on BlockFi bankruptcy filing</li><li>Biogen down after death in Alzheimer drug trial</li><li>Indexes end: S&amp;P 500 -1.54%, Nasdaq -1.58%, Dow -1.45%</li></ul><p><img src=\"https://static.tigerbbs.com/fc3f4f0aad8a181477adcbdadab928de\" tg-width=\"1080\" tg-height=\"1920\" width=\"100%\" height=\"auto\"/></p><p>U.S. stocks ended sharply lower on Monday, while Apple Inc slid on worries about a hit to iPhone production.</p><p>Shares of the Cupertino, California tech giant lost 2.6% and weighed heavily on the benchmark S&amp;P 500 index as worker unrest at the world&#39;s biggest iPhone factory fanned fears of a deeper hit to the already constrained production of higher-end phones.</p><p>&#34;We think COVID is one of the key variables for 2023 that would influence stock prices and investors,&#34; said Tom Hainlin, national investment strategist at U.S. Bank Wealth Management in Minneapolis.</p><p>All 11 S&amp;P 500 sector indexes declined, led by real estate, down 2.81%, and a 2.74% loss in energy.</p><p>U.S. shares of Pinduoduo Inc surged 12.6% after the Chinese e-commerce platform beat estimates for third-quarter revenue, helped by COVID-related lockdowns in the country that forced consumers to shop online. U.S. shares of other Chinese technology companies also rose, with Baidu and Tencent Holdings each gaining over 2%.</p><p>The S&amp;P 500 declined 1.54% to end the session at 3,963.95 points.</p><p>The Nasdaq Composite Index declined 1.58% to 11,049.50 points, while Dow Jones Industrial Average  fell 1.45% to 33,849.46 points.</p><p>With two trading days left in November, the S&amp;P 500 is on track for a gain of 2.4% for the month.</p><p>Shares of Amazon.com Inc rose 0.6% after an industry report estimated spending during Cyber Monday, the biggest U.S. online shopping day, would rise to as much as $11.6 billion.</p><p>Trading was mixed in other heavyweight growth stocks, including Microsoft Corp, <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> Inc, Nvidia Corp and Tesla Inc.</p><p>Biogen Inc fell following a report of death during a clinical study of its experimental Alzheimer&#39;s drug.</p><p>Shares of cryptocurrency and blockchain-related companies Coinbase Global Inc, Riot Blockchain Inc and <a href=\"https://laohu8.com/S/MARA\">Marathon Digital Holdings Inc</a> each fell about 4% following lender BlockFi&#39;s bankruptcy filing, the latest casualty since FTX&#39;s collapse earlier this month.</p><p>This week, investors will keep a close watch on November U.S. consumer confidence data, due on Tuesday; the government&#39;s second estimate for third-quarter gross domestic product, due on Wednesday; and November nonfarm payrolls due on Friday.</p><p>Declining stocks outnumbered rising ones within the S&amp;P 500 by a 12.2-to-one ratio.</p><p>The S&amp;P 500 posted 12 new highs and two new lows; the Nasdaq recorded 93 new highs and 174 new lows.</p><p>Volume on U.S. exchanges was relatively light, with 9.3 billion shares traded, compared to an average of 11.3 billion shares over the previous 20 sessions.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US STOCKS-Wall Street Ends Down Sharply, Hit By Apple</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS STOCKS-Wall Street Ends Down Sharply, Hit By Apple\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-11-29 06:44</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><ul><li>Cyber Monday spending to hit $11.6 bln - report</li><li>Crypto shares fall on BlockFi bankruptcy filing</li><li>Biogen down after death in Alzheimer drug trial</li><li>Indexes end: S&amp;P 500 -1.54%, Nasdaq -1.58%, Dow -1.45%</li></ul><p><img src=\"https://static.tigerbbs.com/fc3f4f0aad8a181477adcbdadab928de\" tg-width=\"1080\" tg-height=\"1920\" width=\"100%\" height=\"auto\"/></p><p>U.S. stocks ended sharply lower on Monday, while Apple Inc slid on worries about a hit to iPhone production.</p><p>Shares of the Cupertino, California tech giant lost 2.6% and weighed heavily on the benchmark S&amp;P 500 index as worker unrest at the world&#39;s biggest iPhone factory fanned fears of a deeper hit to the already constrained production of higher-end phones.</p><p>&#34;We think COVID is one of the key variables for 2023 that would influence stock prices and investors,&#34; said Tom Hainlin, national investment strategist at U.S. Bank Wealth Management in Minneapolis.</p><p>All 11 S&amp;P 500 sector indexes declined, led by real estate, down 2.81%, and a 2.74% loss in energy.</p><p>U.S. shares of Pinduoduo Inc surged 12.6% after the Chinese e-commerce platform beat estimates for third-quarter revenue, helped by COVID-related lockdowns in the country that forced consumers to shop online. U.S. shares of other Chinese technology companies also rose, with Baidu and Tencent Holdings each gaining over 2%.</p><p>The S&amp;P 500 declined 1.54% to end the session at 3,963.95 points.</p><p>The Nasdaq Composite Index declined 1.58% to 11,049.50 points, while Dow Jones Industrial Average  fell 1.45% to 33,849.46 points.</p><p>With two trading days left in November, the S&amp;P 500 is on track for a gain of 2.4% for the month.</p><p>Shares of Amazon.com Inc rose 0.6% after an industry report estimated spending during Cyber Monday, the biggest U.S. online shopping day, would rise to as much as $11.6 billion.</p><p>Trading was mixed in other heavyweight growth stocks, including Microsoft Corp, <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> Inc, Nvidia Corp and Tesla Inc.</p><p>Biogen Inc fell following a report of death during a clinical study of its experimental Alzheimer&#39;s drug.</p><p>Shares of cryptocurrency and blockchain-related companies Coinbase Global Inc, Riot Blockchain Inc and <a href=\"https://laohu8.com/S/MARA\">Marathon Digital Holdings Inc</a> each fell about 4% following lender BlockFi&#39;s bankruptcy filing, the latest casualty since FTX&#39;s collapse earlier this month.</p><p>This week, investors will keep a close watch on November U.S. consumer confidence data, due on Tuesday; the government&#39;s second estimate for third-quarter gross domestic product, due on Wednesday; and November nonfarm payrolls due on Friday.</p><p>Declining stocks outnumbered rising ones within the S&amp;P 500 by a 12.2-to-one ratio.</p><p>The S&amp;P 500 posted 12 new highs and two new lows; the Nasdaq recorded 93 new highs and 174 new lows.</p><p>Volume on U.S. exchanges was relatively light, with 9.3 billion shares traded, compared to an average of 11.3 billion shares over the previous 20 sessions.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果",".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2287142375","content_text":"Cyber Monday spending to hit $11.6 bln - reportCrypto shares fall on BlockFi bankruptcy filingBiogen down after death in Alzheimer drug trialIndexes end: S&P 500 -1.54%, Nasdaq -1.58%, Dow -1.45%U.S. stocks ended sharply lower on Monday, while Apple Inc slid on worries about a hit to iPhone production.Shares of the Cupertino, California tech giant lost 2.6% and weighed heavily on the benchmark S&P 500 index as worker unrest at the world's biggest iPhone factory fanned fears of a deeper hit to the already constrained production of higher-end phones.\"We think COVID is one of the key variables for 2023 that would influence stock prices and investors,\" said Tom Hainlin, national investment strategist at U.S. Bank Wealth Management in Minneapolis.All 11 S&P 500 sector indexes declined, led by real estate, down 2.81%, and a 2.74% loss in energy.U.S. shares of Pinduoduo Inc surged 12.6% after the Chinese e-commerce platform beat estimates for third-quarter revenue, helped by COVID-related lockdowns in the country that forced consumers to shop online. U.S. shares of other Chinese technology companies also rose, with Baidu and Tencent Holdings each gaining over 2%.The S&P 500 declined 1.54% to end the session at 3,963.95 points.The Nasdaq Composite Index declined 1.58% to 11,049.50 points, while Dow Jones Industrial Average  fell 1.45% to 33,849.46 points.With two trading days left in November, the S&P 500 is on track for a gain of 2.4% for the month.Shares of Amazon.com Inc rose 0.6% after an industry report estimated spending during Cyber Monday, the biggest U.S. online shopping day, would rise to as much as $11.6 billion.Trading was mixed in other heavyweight growth stocks, including Microsoft Corp, Meta Platforms Inc, Nvidia Corp and Tesla Inc.Biogen Inc fell following a report of death during a clinical study of its experimental Alzheimer's drug.Shares of cryptocurrency and blockchain-related companies Coinbase Global Inc, Riot Blockchain Inc and Marathon Digital Holdings Inc each fell about 4% following lender BlockFi's bankruptcy filing, the latest casualty since FTX's collapse earlier this month.This week, investors will keep a close watch on November U.S. consumer confidence data, due on Tuesday; the government's second estimate for third-quarter gross domestic product, due on Wednesday; and November nonfarm payrolls due on Friday.Declining stocks outnumbered rising ones within the S&P 500 by a 12.2-to-one ratio.The S&P 500 posted 12 new highs and two new lows; the Nasdaq recorded 93 new highs and 174 new lows.Volume on U.S. exchanges was relatively light, with 9.3 billion shares traded, compared to an average of 11.3 billion shares over the previous 20 sessions.","news_type":1},"isVote":1,"tweetType":1,"viewCount":119,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9982621669,"gmtCreate":1667176198351,"gmtModify":1676537870526,"author":{"id":"3575455489344050","authorId":"3575455489344050","name":"Myname","avatar":"https://static.tigerbbs.com/3fff4aa421deeb7a8d801ab27a14a82f","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575455489344050","idStr":"3575455489344050"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9982621669","repostId":"2279823208","repostType":4,"repost":{"id":"2279823208","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1667172399,"share":"https://ttm.financial/m/news/2279823208?lang=&edition=fundamental","pubTime":"2022-10-31 07:26","market":"us","language":"en","title":"Federal Reserve Meeting, October Jobs Data, Uber and PayPal Earnings, and More for Investors to Watch this Week","url":"https://stock-news.laohu8.com/highlight/detail?id=2279823208","media":"Dow Jones","summary":"By Nicholas Jasinski \n\n\n     It's another busy week of third-quarter earnings, plus an expected inte","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<pre>\nBy Nicholas Jasinski \n</pre>\n<p>\n     It's another busy week of third-quarter earnings, plus an expected interest-rate increase by the Federal Reserve. The central bank's policy committee meets on Tuesday and Wednesday, and is widely projected to lift its target rate by three-quarters of a percentage point for a fourth-straight time, to 3.75%-4%. The week closes with the October jobs report. \n</p>\n<p>\n     Some 160 S&amp;P 500 companies are scheduled to report this week. Arista Networks, NXP Semiconductors, and Stryker kick things off on Monday, followed by a busy Tuesday: Airbnb, Advanced Micro Devices, BP, Marathon Petroleum, Newmont, Pfizer, Simon Property Group, and Uber Technologies all report. \n</p>\n<p>\n     Wednesday's earnings highlights will include <a href=\"https://laohu8.com/S/BKNG\">Booking Holdings</a>, CVS Health, <a href=\"https://laohu8.com/S/EBAY\">eBay</a>, <a href=\"https://laohu8.com/S/PARA\">Paramount Global</a>, and Qualcomm. ConocoPhillips, <a href=\"https://laohu8.com/S/ILMN\">Illumina</a>, Moderna, <a href=\"https://laohu8.com/S/PYPL\">PayPal</a> Holdings, Starbucks, and <a href=\"https://laohu8.com/S/WBD\">Warner Bros. Discovery</a> report on Thursday, then Cardinal Health and <a href=\"https://laohu8.com/S/DEX.AU\">Duke</a> Energy, close the week on Friday. \n</p>\n<p>\n     Economic data to watch this week will include October employment figures from the Bureau of Labor Statistics. On average, economists are forecasting a gain of 225,00 nonfarm payrolls, following growth of 263,000 in September. The unemployment rate is seen ticking up to 3.6%. \n</p>\n<p>\n     Tuesday's Job Openings and Labor Turnover Survey will provide additional insight into the state of the U.S. labor market. Economist consensus calls for 9.75 million job openings on the last business day of September, which would be down by 300,000 from a month earlier. \n</p>\n<p>\n     Other economic data out this week includes th e Institute for Supply Management's Manufacturing Purchasing Managers' Index for October on Tuesday and the Services equivalent on Thursday. \n</p>\n<p>\n     Monday 10/31 \n</p>\n<p>\n     Aflac, Arista Networks, NXP Semiconductors, Stryker, and Williams Cos. release earnings. \n</p>\n<p>\n     The Institute for Supply Management releases its Chicago Business Barometer for October. Consensus estimate is for a 47.1 reading, about two points more than September's 45.7. The September figure was the lowest and the first reading below 50 since June 2020, indicating a contracting economy. \n</p>\n<p>\n     Tuesday 11/1 \n</p>\n<p>\n     Airbnb, Advanced Micro Devices, BP, Clorox, Devon Energy, Eaton, Electronic Arts, Eli Lilly, Marathon Petroleum, Mondelez International, Newmont, Pfizer, <a href=\"https://laohu8.com/S/PSX\">Phillips 66</a>, Simon Property Group, and Uber Technologies report quarterly results. \n</p>\n<p>\n     The Bureau of Labor Statistics releases the Job Openings and Labor Turnover Survey. Economists forecast 10 million job openings on the last business day of September, 53,000 fewer than in August. Job openings fell by 1.1 million in August, the largest decline since the onset of the pandemic, suggesting that a historically tight job market might be loosening. \n</p>\n<p>\n     The ISM releases its Manufacturing Purchasing Managers' Index for October. Expectations are for a 50 reading, one point less than in September. \n</p>\n<p>\n     Wednesday 11/2 \n</p>\n<p>\n     The Federal Open Market Committee announces its monetary-policy decision. Wall Street expects a three-quarters of a percentage point increase, bringing the federal-funds rate to 3.75%-4%. \n</p>\n<p>\n     Allstate, APA, Booking Holdings, CVS Health, eBay, Emerson Electric, Equinix, Estée Lauder, Humana, MetLife, Novo Nordisk, <a href=\"https://laohu8.com/S/PARAA\">Paramount Global</a>, Qualcomm, and Yum! Brands announce earnings. \n</p>\n<p>\n     ADP releases its National Employment Report for October. The consensus call is for private-sector employment to increase by 199,000, slightly below the 208,000 gain in September. Job growth has moderated somewhat following a torrid 18-month stretch. \n</p>\n<p>\n     Thursday 11/3 \n</p>\n<p>\n     Amgen, Cigna, ConocoPhillips, Cummins, Exelon, Illumina, Intercontinental Exchange, Kellogg, Marriott International, Moderna, PayPal Holdings, Regeneron Pharmaceuticals, Starbucks, Warner Bros. Discovery, and Zoetis hold conference calls to discuss quarterly results. \n</p>\n<p>\n     ISM releases its Services PMI for October. Economists forecast a 55.3 reading, which would be slightly less than the September data. \n</p>\n<p>\n     Friday 11/4 \n</p>\n<p>\n     Cardinal Health, Cboe Global Markets, Dominion Energy, Duke Energy, and Hershey release earnings. \n</p>\n<p>\n     The BLS releases the jobs report for October. The economy is expected to add 200,000 nonfarm payrolls after a 263,000 increase in September. The unemployment rate is seen edging up to 3.6% from 3.5%, near half-century lows. \n</p>\n<p>\n     Write to Nicholas Jasinski at nicholas.jasinski@barrons.com \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  October 30, 2022 18:09 ET (22:09 GMT)\n</p>\n<p>\n  Copyright (c) 2022 Dow Jones &amp; Company, Inc.\n</p>\n</font>","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>Federal Reserve Meeting, October Jobs Data, Uber and PayPal Earnings, and More 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\">\nFederal Reserve Meeting, October Jobs Data, Uber and PayPal Earnings, and More for Investors to Watch this Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-10-31 07:26</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<pre>\nBy Nicholas Jasinski \n</pre>\n<p>\n     It's another busy week of third-quarter earnings, plus an expected interest-rate increase by the Federal Reserve. The central bank's policy committee meets on Tuesday and Wednesday, and is widely projected to lift its target rate by three-quarters of a percentage point for a fourth-straight time, to 3.75%-4%. The week closes with the October jobs report. \n</p>\n<p>\n     Some 160 S&amp;P 500 companies are scheduled to report this week. Arista Networks, NXP Semiconductors, and Stryker kick things off on Monday, followed by a busy Tuesday: Airbnb, Advanced Micro Devices, BP, Marathon Petroleum, Newmont, Pfizer, Simon Property Group, and Uber Technologies all report. \n</p>\n<p>\n     Wednesday's earnings highlights will include <a href=\"https://laohu8.com/S/BKNG\">Booking Holdings</a>, CVS Health, <a href=\"https://laohu8.com/S/EBAY\">eBay</a>, <a href=\"https://laohu8.com/S/PARA\">Paramount Global</a>, and Qualcomm. ConocoPhillips, <a href=\"https://laohu8.com/S/ILMN\">Illumina</a>, Moderna, <a href=\"https://laohu8.com/S/PYPL\">PayPal</a> Holdings, Starbucks, and <a href=\"https://laohu8.com/S/WBD\">Warner Bros. Discovery</a> report on Thursday, then Cardinal Health and <a href=\"https://laohu8.com/S/DEX.AU\">Duke</a> Energy, close the week on Friday. \n</p>\n<p>\n     Economic data to watch this week will include October employment figures from the Bureau of Labor Statistics. On average, economists are forecasting a gain of 225,00 nonfarm payrolls, following growth of 263,000 in September. The unemployment rate is seen ticking up to 3.6%. \n</p>\n<p>\n     Tuesday's Job Openings and Labor Turnover Survey will provide additional insight into the state of the U.S. labor market. Economist consensus calls for 9.75 million job openings on the last business day of September, which would be down by 300,000 from a month earlier. \n</p>\n<p>\n     Other economic data out this week includes th e Institute for Supply Management's Manufacturing Purchasing Managers' Index for October on Tuesday and the Services equivalent on Thursday. \n</p>\n<p>\n     Monday 10/31 \n</p>\n<p>\n     Aflac, Arista Networks, NXP Semiconductors, Stryker, and Williams Cos. release earnings. \n</p>\n<p>\n     The Institute for Supply Management releases its Chicago Business Barometer for October. Consensus estimate is for a 47.1 reading, about two points more than September's 45.7. The September figure was the lowest and the first reading below 50 since June 2020, indicating a contracting economy. \n</p>\n<p>\n     Tuesday 11/1 \n</p>\n<p>\n     Airbnb, Advanced Micro Devices, BP, Clorox, Devon Energy, Eaton, Electronic Arts, Eli Lilly, Marathon Petroleum, Mondelez International, Newmont, Pfizer, <a href=\"https://laohu8.com/S/PSX\">Phillips 66</a>, Simon Property Group, and Uber Technologies report quarterly results. \n</p>\n<p>\n     The Bureau of Labor Statistics releases the Job Openings and Labor Turnover Survey. Economists forecast 10 million job openings on the last business day of September, 53,000 fewer than in August. Job openings fell by 1.1 million in August, the largest decline since the onset of the pandemic, suggesting that a historically tight job market might be loosening. \n</p>\n<p>\n     The ISM releases its Manufacturing Purchasing Managers' Index for October. Expectations are for a 50 reading, one point less than in September. \n</p>\n<p>\n     Wednesday 11/2 \n</p>\n<p>\n     The Federal Open Market Committee announces its monetary-policy decision. Wall Street expects a three-quarters of a percentage point increase, bringing the federal-funds rate to 3.75%-4%. \n</p>\n<p>\n     Allstate, APA, Booking Holdings, CVS Health, eBay, Emerson Electric, Equinix, Estée Lauder, Humana, MetLife, Novo Nordisk, <a href=\"https://laohu8.com/S/PARAA\">Paramount Global</a>, Qualcomm, and Yum! Brands announce earnings. \n</p>\n<p>\n     ADP releases its National Employment Report for October. The consensus call is for private-sector employment to increase by 199,000, slightly below the 208,000 gain in September. Job growth has moderated somewhat following a torrid 18-month stretch. \n</p>\n<p>\n     Thursday 11/3 \n</p>\n<p>\n     Amgen, Cigna, ConocoPhillips, Cummins, Exelon, Illumina, Intercontinental Exchange, Kellogg, Marriott International, Moderna, PayPal Holdings, Regeneron Pharmaceuticals, Starbucks, Warner Bros. Discovery, and Zoetis hold conference calls to discuss quarterly results. \n</p>\n<p>\n     ISM releases its Services PMI for October. Economists forecast a 55.3 reading, which would be slightly less than the September data. \n</p>\n<p>\n     Friday 11/4 \n</p>\n<p>\n     Cardinal Health, Cboe Global Markets, Dominion Energy, Duke Energy, and Hershey release earnings. \n</p>\n<p>\n     The BLS releases the jobs report for October. The economy is expected to add 200,000 nonfarm payrolls after a 263,000 increase in September. The unemployment rate is seen edging up to 3.6% from 3.5%, near half-century lows. \n</p>\n<p>\n     Write to Nicholas Jasinski at nicholas.jasinski@barrons.com \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  October 30, 2022 18:09 ET (22:09 GMT)\n</p>\n<p>\n  Copyright (c) 2022 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PYPL":"PayPal","AMD":"美国超微公司","ISBC":"投资者银行","UBER":"优步","CAH":"卡地纳健康",".DJI":"道琼斯",".IXIC":"NASDAQ Composite","WBD":"Warner Bros. Discovery",".SPX":"S&P 500 Index","MPC":"马拉松原油"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2279823208","content_text":"By Nicholas Jasinski \n\n\n     It's another busy week of third-quarter earnings, plus an expected interest-rate increase by the Federal Reserve. The central bank's policy committee meets on Tuesday and Wednesday, and is widely projected to lift its target rate by three-quarters of a percentage point for a fourth-straight time, to 3.75%-4%. The week closes with the October jobs report. \n\n\n     Some 160 S&P 500 companies are scheduled to report this week. Arista Networks, NXP Semiconductors, and Stryker kick things off on Monday, followed by a busy Tuesday: Airbnb, Advanced Micro Devices, BP, Marathon Petroleum, Newmont, Pfizer, Simon Property Group, and Uber Technologies all report. \n\n\n     Wednesday's earnings highlights will include Booking Holdings, CVS Health, eBay, Paramount Global, and Qualcomm. ConocoPhillips, Illumina, Moderna, PayPal Holdings, Starbucks, and Warner Bros. Discovery report on Thursday, then Cardinal Health and Duke Energy, close the week on Friday. \n\n\n     Economic data to watch this week will include October employment figures from the Bureau of Labor Statistics. On average, economists are forecasting a gain of 225,00 nonfarm payrolls, following growth of 263,000 in September. The unemployment rate is seen ticking up to 3.6%. \n\n\n     Tuesday's Job Openings and Labor Turnover Survey will provide additional insight into the state of the U.S. labor market. Economist consensus calls for 9.75 million job openings on the last business day of September, which would be down by 300,000 from a month earlier. \n\n\n     Other economic data out this week includes th e Institute for Supply Management's Manufacturing Purchasing Managers' Index for October on Tuesday and the Services equivalent on Thursday. \n\n\n     Monday 10/31 \n\n\n     Aflac, Arista Networks, NXP Semiconductors, Stryker, and Williams Cos. release earnings. \n\n\n     The Institute for Supply Management releases its Chicago Business Barometer for October. Consensus estimate is for a 47.1 reading, about two points more than September's 45.7. The September figure was the lowest and the first reading below 50 since June 2020, indicating a contracting economy. \n\n\n     Tuesday 11/1 \n\n\n     Airbnb, Advanced Micro Devices, BP, Clorox, Devon Energy, Eaton, Electronic Arts, Eli Lilly, Marathon Petroleum, Mondelez International, Newmont, Pfizer, Phillips 66, Simon Property Group, and Uber Technologies report quarterly results. \n\n\n     The Bureau of Labor Statistics releases the Job Openings and Labor Turnover Survey. Economists forecast 10 million job openings on the last business day of September, 53,000 fewer than in August. Job openings fell by 1.1 million in August, the largest decline since the onset of the pandemic, suggesting that a historically tight job market might be loosening. \n\n\n     The ISM releases its Manufacturing Purchasing Managers' Index for October. Expectations are for a 50 reading, one point less than in September. \n\n\n     Wednesday 11/2 \n\n\n     The Federal Open Market Committee announces its monetary-policy decision. Wall Street expects a three-quarters of a percentage point increase, bringing the federal-funds rate to 3.75%-4%. \n\n\n     Allstate, APA, Booking Holdings, CVS Health, eBay, Emerson Electric, Equinix, Estée Lauder, Humana, MetLife, Novo Nordisk, Paramount Global, Qualcomm, and Yum! Brands announce earnings. \n\n\n     ADP releases its National Employment Report for October. The consensus call is for private-sector employment to increase by 199,000, slightly below the 208,000 gain in September. Job growth has moderated somewhat following a torrid 18-month stretch. \n\n\n     Thursday 11/3 \n\n\n     Amgen, Cigna, ConocoPhillips, Cummins, Exelon, Illumina, Intercontinental Exchange, Kellogg, Marriott International, Moderna, PayPal Holdings, Regeneron Pharmaceuticals, Starbucks, Warner Bros. Discovery, and Zoetis hold conference calls to discuss quarterly results. \n\n\n     ISM releases its Services PMI for October. Economists forecast a 55.3 reading, which would be slightly less than the September data. \n\n\n     Friday 11/4 \n\n\n     Cardinal Health, Cboe Global Markets, Dominion Energy, Duke Energy, and Hershey release earnings. \n\n\n     The BLS releases the jobs report for October. The economy is expected to add 200,000 nonfarm payrolls after a 263,000 increase in September. The unemployment rate is seen edging up to 3.6% from 3.5%, near half-century lows. \n\n\n     Write to Nicholas Jasinski at nicholas.jasinski@barrons.com \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  October 30, 2022 18:09 ET (22:09 GMT)\n\n\n  Copyright (c) 2022 Dow Jones & Company, Inc.","news_type":1},"isVote":1,"tweetType":1,"viewCount":87,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9916424680,"gmtCreate":1664672365440,"gmtModify":1676537491013,"author":{"id":"3575455489344050","authorId":"3575455489344050","name":"Myname","avatar":"https://static.tigerbbs.com/3fff4aa421deeb7a8d801ab27a14a82f","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575455489344050","idStr":"3575455489344050"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9916424680","repostId":"1178408038","repostType":4,"repost":{"id":"1178408038","pubTimestamp":1664676766,"share":"https://ttm.financial/m/news/1178408038?lang=&edition=fundamental","pubTime":"2022-10-02 10:12","market":"us","language":"en","title":"7 Stocks to Sell in October","url":"https://stock-news.laohu8.com/highlight/detail?id=1178408038","media":"InvestorPlace","summary":"Let's start the coming new year fresh by identifying some top stocks to sell.Nike(NKE): Nike’s brand power did not save it during the most recent quarter.Abercrombie & Fitch(ANF): Weak consumer sentim","content":"<html><head></head><body><ul><li>Let&#39;s start the coming new year fresh by identifying some top stocks to sell.</li><li><b>Nike</b>(<b>NKE</b>): Nike’s brand power did not save it during the most recent quarter.</li><li><b>Abercrombie &amp; Fitch</b>(<b>ANF</b>): Weak consumer sentiment hurts the retailer.</li><li><b>Lyft</b>(<b>LYFT</b>): A rival threatens to make Lyft irrelevant.</li><li><b>Tanger Factory Outlet</b>(<b>SKT</b>): A new retail paradigm threatens the stock.</li><li><b>Redfin</b>(<b>RDFN</b>): Housing sector woes cloud Redfin.</li><li><b>KB Home</b>(<b>KBH</b>): Rising days inventory presents problems for KB Home.</li><li><b>Opendoor</b>(<b>OPEN</b>): Opendoor is on the wrong side of the housing cycle.</li></ul><p>Stocks to sell is a necessary discussion. Although it may feel good to remain loyal to an organization in the hopes of a substantial turnaround, it’s time to let go of some of the weaker entities.</p><p>Fundamentally, the Federal Reserve plays an incredibly significant role in the red ink. With the central bank raising the key benchmark interest rate, borrowing costs increased, thereby hurting risk-on sentiments. For instance, heading into the final day of trading in September, the<b>S&amp;P 500</b>slipped 24% on a year-to-date basis. Therefore, it’s prudent to consider certain stocks to sell.</p><p>In addition, <i>InvestorPlace’s</i> Louis Navellier probably said it best regarding troubled corporate entities. Essentially, their problems become your problems if you acquire their securities. The point about stocks to sell isn’t about “hating” on certain companies. Rather, you want to keep your portfolio drama free heading into a contentious October.</p><p><b>Nike (NKE)</b></p><p>Prior to the fiscal first-quarter earnings report for <b>Nike</b>(NYSE: <b>NKE</b>), I mentioned that Wall Street was waiting anxiously for the results. While the general consensus appeared pessimistic due to a range of macroeconomic headwinds impacting NKE, some analysts broadcasted optimism. Because Nike commanded a global branding powerhouse, some data points suggested that it could pull off a positive surprise.</p><p>Unfortunately, those folks were wrong. According to the<i>Wall Street Journal</i>, Nike reported that “inventories rose 44% to $9.7 billion in the latest quarter.” In addition, “higher discounts and freight costs squeezed profit margins.” Further, Nike executives mentioned that they had to mark down more goods heading into the holidays.</p><p>In the open market following the Sept. 29 disclosure, NKE finished the day down 3.4%. However, in the afterhours session, it slipped nearly 9%. Frankly, it might be time to call the athletic apparel giant one of the top stocks to sell.</p><p>If any company could have beat the discretionary consumer sector blues, it was Nike. It failed. It’s time to face reality.</p><p><b>Abercrombie &amp; Fitch (ANF)</b></p><p>One of the most popular apparel companies in the 1990s and 2000s, <b>Abercrombie &amp; Fitch</b>(NYSE:<b>ANF</b>) long tied in to youth culture. Before digitalization took over everything, the cool kids wore Abercrombie &amp; Fitch. Today, the younger folks, including those in Generation Z, don’t really care about name brands. As this demographic grew older, young adult consumer behaviors shifted.</p><p>Unfortunately, it shifted in the wrong direction for Abercrombie &amp; Fitch. Over the trailing five years, ANF only gained a bit under 7%. Since the start of this year, shares hemorrhaged 56% of market value. Circumstances will likely worsen for ANF moving forward.</p><p>In late August, the company stated “it lost $16.83 million, or 33 cents a share, in its second quarter, compared to a net income of $108.5 million, or $1.69 a share, in the year-ago quarter,” according to <i>MarketWatch</i>.</p><p>Now that almighty Nike struggled to resonate with hard-hit consumers, it’s probably time to consider ANF as one of the stocks to sell, as well.</p><p><b>Lyft (LYFT)</b></p><p>Although companies like <b>Lyft</b>(NASDAQ:<b>LYFT</b>) helped spark the ride-sharing revolution, the underlying industry is presenting us with worrying vulnerabilities. Honestly, the phenomenon must be driving urban survivalists crazy. After all, using an app as a trust mechanism for someone you don’t know presents incredible security issues. Sadly, we’re finding this out now with Lyft.</p><p>According to <i>NPR</i>, Lyft faces “17 new lawsuits brought by users of its service from around the country, who claim the company failed to protect passengers and drivers from physical and [prurient] assault.” You can read the details yourself but the main point is that ride sharing presents risks. The lawsuits represent a significant reason to consider LYFT as one of the stocks to sell.</p><p>The other stems from rival <b>Uber</b>(NYSE:<b>UBER</b>). While Uber features a far more aggressive financial profile than Lyft – retained earnings loss for Uber is$32 billion versus $8.9 billion for Lyft – the former’s expansionary efforts could effectively monopolize the ride-sharing business. Therefore, LYFT risks relevance loss, making it one of the candidates for stocks to sell.</p><p><b>Tanger Factory Outlet (SKT)</b></p><p>A shopping center-focused real estate investment trust (or REIT), <b>Tanger Factory Outlet</b>(NYSE:<b>SKT</b>) represents an idea for stocks to sell that I’m borrowing from<i>InvestorPlace</i>contributor Ian Bezek. As Bezek mentioned, Tanger’s business model featured extraordinary relevance about two decades ago.</p><p>Operators in the shopping center category “would build a major shopping destination in a tourist area or along a major highway in between two big cities. People would go to the outlet center and get bargains that weren’t available at shopping malls or in downtown shopping areas. The thinking was that outlets gave retailers an alternative venue to clear out certain kinds of products, while giving shoppers a fun and novel bargain-hunting experience,” mentioned Bezek.</p><p>Unfortunately, Bezek stated that Tanger’s “financial results were poor prior to the pandemic.” With the crisis, circumstances worsened. Thus, the analyst rated the long-term prognosis as “grim.”</p><p>For me, the retained earnings line item presents significant concerns. In 2019, this metric saw a loss of $317 million. In the trailing-12-month basis, it’s down $483 million. Thus, SKT could be one of the stocks to sell.</p><p><b>Redfin (RDFN)</b></p><p>Throughout this year, the real estate market and its broader price trajectory sparked much debate. With theFed committed to raising the benchmark interest rate, prices fundamentally seem on their way down. It’s just simple math: put barriers to affordability to prospective buyers and demand diminishes. Therefore, I believe it makes perfect sense to consider <b>Redfin</b>(NASDAQ:<b>RDFN</b>) as one of the stocks to sell.</p><p>Before discussing this and other stocks to sell in the housing sector, I must disclose my bias. Every time I saw real estate experts talk about housing prices moving even higher, I kept yelling a certain word. It begins with “B” and ends with “T.” In fact, I laid out my case earlier this year for a possible recession on the horizon.</p><p>As mentioned earlier, the fundamental problem with real estate brokerage services such as Redfin is the math. As affordability metrics become further constrained for more people, the price of assets must decline to reflect reality. The problem for RDFN is that it may still be financially problematic, making it one of the stocks to sell.</p><p><b>KB Home (KBH)</b></p><p>Among several market ideas to acquire during the heyday of 2021, homebuilding firm <b>KB Home</b>(NYSE:<b>KBH</b>) now arguably represents one of the top stocks to sell. Prior to the heightened interest rate environment, many folks talked about a housing unit shortage. Therefore, the easy solution appeared to be that homebuilders should simply build more homes.</p><p>However, I argued that the idea of a housing shortage represented a myth. Long story short, just because the U.S. has more people does not mean it has more qualified homebuyers. For instance, married couples represent a major catalyst for homebuying incentivization. However, the ratio of married couples to housing units has been stable (and adequate) for several years.</p><p>Recently, KB Home disclosed its fiscal third-quarter earnings report. It beat on earnings expectations but missed against revenue. Still, I believe the more important stat is days inventory. This figure stood at nearly 382 in fiscal Q3, up 7.5% year-over-year.</p><p>KBH is one of the stocks to sell.</p><p><b>Opendoor (OPEN)</b></p><p>At first glance, the iBuyer model for <b>Opendoor</b>(NASDAQ:<b>OPEN</b>) seemed incredibly attractive. Essentially, the company makes instant cash offers on homes through an online process. By doing so, the process of selling real estate is much quicker and more convenient. The implication undergirding OPEN stock was that the model could eventually do away with the cumbersome nature of home-related transactions.</p><p>But then, nobody seemed to ask the obvious question: why would anyone want real estate transactions to be quicker and more convenient? You’re not upgrading your smartphone. Rather, you’re buying a home, which is typically the most expensive purchase for the average person. Therefore, you want to make sure that every relevant party to the transaction does their job appropriately. If it takes some time, so what? You don’t want to make a mistake here.</p><p>Turns out, another reason to consider OPEN as one of the stocks to sell is the lack of viability. Recently, a report revealed that Opendoorlost money on 42% of transactions in August. That’s startling because the company obviously doesn’t offer top dollar for what is essentially a home-flipping service. So, buyer beware.</p></body></html>","source":"investorplace","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>7 Stocks to Sell in October</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n7 Stocks to Sell in October\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-02 10:12 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/09/7-stocks-to-sell-in-october/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Let's start the coming new year fresh by identifying some top stocks to sell.Nike(NKE): Nike’s brand power did not save it during the most recent quarter.Abercrombie & Fitch(ANF): Weak consumer ...</p>\n\n<a href=\"https://investorplace.com/2022/09/7-stocks-to-sell-in-october/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SKT":"Tanger Factory Outlet Centers In","KBH":"KB Home","NKE":"耐克","RDFN":"Redfin Corp","OPEN":"Opendoor Technologies Inc","ANF":"爱芬奇","LYFT":"Lyft, Inc."},"source_url":"https://investorplace.com/2022/09/7-stocks-to-sell-in-october/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178408038","content_text":"Let's start the coming new year fresh by identifying some top stocks to sell.Nike(NKE): Nike’s brand power did not save it during the most recent quarter.Abercrombie & Fitch(ANF): Weak consumer sentiment hurts the retailer.Lyft(LYFT): A rival threatens to make Lyft irrelevant.Tanger Factory Outlet(SKT): A new retail paradigm threatens the stock.Redfin(RDFN): Housing sector woes cloud Redfin.KB Home(KBH): Rising days inventory presents problems for KB Home.Opendoor(OPEN): Opendoor is on the wrong side of the housing cycle.Stocks to sell is a necessary discussion. Although it may feel good to remain loyal to an organization in the hopes of a substantial turnaround, it’s time to let go of some of the weaker entities.Fundamentally, the Federal Reserve plays an incredibly significant role in the red ink. With the central bank raising the key benchmark interest rate, borrowing costs increased, thereby hurting risk-on sentiments. For instance, heading into the final day of trading in September, theS&P 500slipped 24% on a year-to-date basis. Therefore, it’s prudent to consider certain stocks to sell.In addition, InvestorPlace’s Louis Navellier probably said it best regarding troubled corporate entities. Essentially, their problems become your problems if you acquire their securities. The point about stocks to sell isn’t about “hating” on certain companies. Rather, you want to keep your portfolio drama free heading into a contentious October.Nike (NKE)Prior to the fiscal first-quarter earnings report for Nike(NYSE: NKE), I mentioned that Wall Street was waiting anxiously for the results. While the general consensus appeared pessimistic due to a range of macroeconomic headwinds impacting NKE, some analysts broadcasted optimism. Because Nike commanded a global branding powerhouse, some data points suggested that it could pull off a positive surprise.Unfortunately, those folks were wrong. According to theWall Street Journal, Nike reported that “inventories rose 44% to $9.7 billion in the latest quarter.” In addition, “higher discounts and freight costs squeezed profit margins.” Further, Nike executives mentioned that they had to mark down more goods heading into the holidays.In the open market following the Sept. 29 disclosure, NKE finished the day down 3.4%. However, in the afterhours session, it slipped nearly 9%. Frankly, it might be time to call the athletic apparel giant one of the top stocks to sell.If any company could have beat the discretionary consumer sector blues, it was Nike. It failed. It’s time to face reality.Abercrombie & Fitch (ANF)One of the most popular apparel companies in the 1990s and 2000s, Abercrombie & Fitch(NYSE:ANF) long tied in to youth culture. Before digitalization took over everything, the cool kids wore Abercrombie & Fitch. Today, the younger folks, including those in Generation Z, don’t really care about name brands. As this demographic grew older, young adult consumer behaviors shifted.Unfortunately, it shifted in the wrong direction for Abercrombie & Fitch. Over the trailing five years, ANF only gained a bit under 7%. Since the start of this year, shares hemorrhaged 56% of market value. Circumstances will likely worsen for ANF moving forward.In late August, the company stated “it lost $16.83 million, or 33 cents a share, in its second quarter, compared to a net income of $108.5 million, or $1.69 a share, in the year-ago quarter,” according to MarketWatch.Now that almighty Nike struggled to resonate with hard-hit consumers, it’s probably time to consider ANF as one of the stocks to sell, as well.Lyft (LYFT)Although companies like Lyft(NASDAQ:LYFT) helped spark the ride-sharing revolution, the underlying industry is presenting us with worrying vulnerabilities. Honestly, the phenomenon must be driving urban survivalists crazy. After all, using an app as a trust mechanism for someone you don’t know presents incredible security issues. Sadly, we’re finding this out now with Lyft.According to NPR, Lyft faces “17 new lawsuits brought by users of its service from around the country, who claim the company failed to protect passengers and drivers from physical and [prurient] assault.” You can read the details yourself but the main point is that ride sharing presents risks. The lawsuits represent a significant reason to consider LYFT as one of the stocks to sell.The other stems from rival Uber(NYSE:UBER). While Uber features a far more aggressive financial profile than Lyft – retained earnings loss for Uber is$32 billion versus $8.9 billion for Lyft – the former’s expansionary efforts could effectively monopolize the ride-sharing business. Therefore, LYFT risks relevance loss, making it one of the candidates for stocks to sell.Tanger Factory Outlet (SKT)A shopping center-focused real estate investment trust (or REIT), Tanger Factory Outlet(NYSE:SKT) represents an idea for stocks to sell that I’m borrowing fromInvestorPlacecontributor Ian Bezek. As Bezek mentioned, Tanger’s business model featured extraordinary relevance about two decades ago.Operators in the shopping center category “would build a major shopping destination in a tourist area or along a major highway in between two big cities. People would go to the outlet center and get bargains that weren’t available at shopping malls or in downtown shopping areas. The thinking was that outlets gave retailers an alternative venue to clear out certain kinds of products, while giving shoppers a fun and novel bargain-hunting experience,” mentioned Bezek.Unfortunately, Bezek stated that Tanger’s “financial results were poor prior to the pandemic.” With the crisis, circumstances worsened. Thus, the analyst rated the long-term prognosis as “grim.”For me, the retained earnings line item presents significant concerns. In 2019, this metric saw a loss of $317 million. In the trailing-12-month basis, it’s down $483 million. Thus, SKT could be one of the stocks to sell.Redfin (RDFN)Throughout this year, the real estate market and its broader price trajectory sparked much debate. With theFed committed to raising the benchmark interest rate, prices fundamentally seem on their way down. It’s just simple math: put barriers to affordability to prospective buyers and demand diminishes. Therefore, I believe it makes perfect sense to consider Redfin(NASDAQ:RDFN) as one of the stocks to sell.Before discussing this and other stocks to sell in the housing sector, I must disclose my bias. Every time I saw real estate experts talk about housing prices moving even higher, I kept yelling a certain word. It begins with “B” and ends with “T.” In fact, I laid out my case earlier this year for a possible recession on the horizon.As mentioned earlier, the fundamental problem with real estate brokerage services such as Redfin is the math. As affordability metrics become further constrained for more people, the price of assets must decline to reflect reality. The problem for RDFN is that it may still be financially problematic, making it one of the stocks to sell.KB Home (KBH)Among several market ideas to acquire during the heyday of 2021, homebuilding firm KB Home(NYSE:KBH) now arguably represents one of the top stocks to sell. Prior to the heightened interest rate environment, many folks talked about a housing unit shortage. Therefore, the easy solution appeared to be that homebuilders should simply build more homes.However, I argued that the idea of a housing shortage represented a myth. Long story short, just because the U.S. has more people does not mean it has more qualified homebuyers. For instance, married couples represent a major catalyst for homebuying incentivization. However, the ratio of married couples to housing units has been stable (and adequate) for several years.Recently, KB Home disclosed its fiscal third-quarter earnings report. It beat on earnings expectations but missed against revenue. Still, I believe the more important stat is days inventory. This figure stood at nearly 382 in fiscal Q3, up 7.5% year-over-year.KBH is one of the stocks to sell.Opendoor (OPEN)At first glance, the iBuyer model for Opendoor(NASDAQ:OPEN) seemed incredibly attractive. Essentially, the company makes instant cash offers on homes through an online process. By doing so, the process of selling real estate is much quicker and more convenient. The implication undergirding OPEN stock was that the model could eventually do away with the cumbersome nature of home-related transactions.But then, nobody seemed to ask the obvious question: why would anyone want real estate transactions to be quicker and more convenient? You’re not upgrading your smartphone. Rather, you’re buying a home, which is typically the most expensive purchase for the average person. Therefore, you want to make sure that every relevant party to the transaction does their job appropriately. If it takes some time, so what? You don’t want to make a mistake here.Turns out, another reason to consider OPEN as one of the stocks to sell is the lack of viability. Recently, a report revealed that Opendoorlost money on 42% of transactions in August. That’s startling because the company obviously doesn’t offer top dollar for what is essentially a home-flipping service. So, buyer beware.","news_type":1},"isVote":1,"tweetType":1,"viewCount":91,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9910227955,"gmtCreate":1663634239477,"gmtModify":1676537304792,"author":{"id":"3575455489344050","authorId":"3575455489344050","name":"Myname","avatar":"https://static.tigerbbs.com/3fff4aa421deeb7a8d801ab27a14a82f","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575455489344050","idStr":"3575455489344050"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9910227955","repostId":"1162665393","repostType":4,"repost":{"id":"1162665393","pubTimestamp":1663646346,"share":"https://ttm.financial/m/news/1162665393?lang=&edition=fundamental","pubTime":"2022-09-20 11:59","market":"us","language":"en","title":"5 Top Stocks Cathie Wood Is Buying Right Now","url":"https://stock-news.laohu8.com/highlight/detail?id=1162665393","media":"InvestorPlace","summary":"Cathie Wood believes that inflation will soon be replaced by deflation.Deflation may pose issues for","content":"<html><head></head><body><ul><li>Cathie Wood believes that inflation will soon be replaced by deflation.</li><li>Deflation may pose issues for the economy, such as slowing demand for products and borrowed capital.</li><li>Shares of the <b>ARK Innovation ETF</b>(<b><u>ARKK</u></b>) are down over 50% year-to-date.</li></ul><p>It’s been a difficult year for Cathie Wood stocks and exchange-traded funds, as the<b>ARK Innovation ETF</b> (NYSEARCA:<b><u>ARKK</u></b>) has lost over 50% of its market capitalization. The losses have been driven by supply chain inefficiencies, inflation, and subsequent interest hikes to combat inflation. However, Wood believes that inflation will soon cool down and be replaced with deflation. Falling commodity prices, freight charges and stable gold prices have aided in her belief.</p><p>At first glance, it appears that investors would much rather welcome deflation over inflation. However, if consumers and companies believe that prices will fall, it can lead to less demand for products and services, such as borrowing capital. This can ultimately lead to more pain for the economy and cause companies to reduce production, which can lead to layoffs.</p><p>With that in mind, let’s take a look at the top five stocks that Cathie Wood is buying right now.</p><h2>5 Stocks Cathie Wood Is Buying Right Now</h2><p><b>1. Roblox (RBLX)</b></p><p>Last week, <b>Roblox</b>(NYSE:<b><u>RBLX</u></b>) announced that it would launch next year. The metaverse company boasts a network 52 million users, signaling many use cases for monetization. Roblox has already tested out portal ads with companies like <b>Warner Bros. Discovery</b>(NASDAQ:<b><u>WBD</u></b>) and has plans for further testing by the end of the year. Portal ads bring an interacting user directly to Roblox’s platform. Still, a set ad format has not been decided on and will be influenced by the results of testing. On the other hand, shares of RBLX have declined by over 40% since its initial public offering.</p><p>That hasn’t stopped Wood from dollar-cost averaging into her position. On Sept. 16, ARKK picked up107,199 shares, bringing its total share count to 5.78 million shares.</p><p><b>2. Intellia Therapeutics (NTLA)</b></p><p><b>Intellia Therapeutics</b>(NASDAQ:<b><u>NTLA</u></b>) operates as a genome editing company that utilizes the CRISPR system for curative therapeutics. On Friday, the company released preliminary data for two of its CRISPR treatments. The data showed that patients who received the experimental therapy “experienced a dramatic reduction in blood markers linked to their diseases.” Furthermore, the treatment reduced toxic protein by 93% in the following four weeks. Despite the news, shares of NTLA fell by as much as 16% after the announcement. An Intellia spokesperson stated that the company can not explain every price fluctuation and added that the data was ultimately a good sign for NTLA.</p><p>Wood seems to agree. On Friday, ARKK and the <b>ARK Genomic Revolution ETF</b>(BATS:<b><u>ARKG</u></b>)purchased a combined318,875 shares of Intellia.</p><p><b>3. Verve Therapeutics (VERV)</b></p><p><b>Verve Therapeutics</b>(NASDAQ:<b><u>VERV</u></b>) is a biotechnology company that seeks to protect patients fromcardiovascular disease. Like Intellia, the company places an emphasis on safe gene editing. Studies have shown that some naturally occurring gene variants lower the risk of atherosclerotic cardiovascular disease (ASCVD) and heart attacks. What Verve is trying to do is mimic these gene variants and turn off the genes that cause ASCVD through a single-course therapy. Furthermore, the company seeks to replace the traditional care model for cardiovascular disease and replace it with an in vivo liver-directed gene editing treatment</p><p>Between Sept. 13 and Sept. 16, ARKG bought213,111 shares of VERV. After the purchase, VERV is now the 12th largest holding among 46 total in the ETF.</p><p><b>4. Teladoc (TDOC)</b></p><p><b>Teladoc’s</b>(NYSE:<b><u>TDOC</u></b>) earnings and profitability have been hampered by a $2 billion goodwill impairment charge related to the acquisition of Livongo and its stock-based compensation (SBC) program. Meanwhile, the effects of the coronavirus pandemic are all but gone. The pandemic was a major beneficiary for the telehealth company, as patients opted for virtual health appointments instead of going in person.</p><p>However, the long term prospects of Teladoc still remains intact. Telehealth is estimated to grow at a compound annual growth rate (CAGR) of more than 26% through 2027. In addition, the company provides services for over half of the Fortune 500 companies. Meanwhile, shares trade at a 2.1x price to sales (P/S) multiple, compared to 7x a year ago.</p><p>Wood remains highly convicted on TDOC and purchased44,359 shares on Sept. 16. After the purchase, TDOC is now the fourth-largest holding among all <b>Ark Invest</b> ETFs.</p><p><b>5. DraftKings (DKNG)</b></p><p>Shares of <b>DraftKings</b>(NASDAQ:<b><u>DKNG</u></b>) are down by over 30% year-to-date, although there are several positive catalysts on the horizon. First, the start of the NFL season will undoubtedly raise gambling revenue and has historically been the best time of the year for the company. The American Gaming Association has predicted the 2022 NFL season will see a record number of wagers placed on games.</p><p>DraftKings has also inked a deal with <b>Amazon</b>(NASDAQ:<b><u>AMZN</u></b>) to be the sole provider of in-game betting for the e-commerce giant’s “Thursday Night Football” (TNF) stream. The two companies have signed a multi-year deal that will also see Amazon advertise DraftKings in each TNF game. Meanwhile, the 2022 NBA season is set to kick off on Oct. 18.</p><p>On Sept. 12 and 13, two ARK ETFs purchased a combined185,771 shares of DKNG. After the purchase, Ark Invest now owns a total of 21.81 million shares.</p></body></html>","source":"investorplace","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>5 Top Stocks Cathie Wood Is Buying Right Now</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n5 Top Stocks Cathie Wood Is Buying Right Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-20 11:59 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/09/5-top-stocks-cathie-wood-is-buying-right-now/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Cathie Wood believes that inflation will soon be replaced by deflation.Deflation may pose issues for the economy, such as slowing demand for products and borrowed capital.Shares of the ARK Innovation ...</p>\n\n<a href=\"https://investorplace.com/2022/09/5-top-stocks-cathie-wood-is-buying-right-now/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DKNG":"DraftKings Inc.","VERV":"Verve Therapeutics","RBLX":"Roblox Corporation","TDOC":"Teladoc Health Inc.","NTLA":"Intellia Therapeutics Inc"},"source_url":"https://investorplace.com/2022/09/5-top-stocks-cathie-wood-is-buying-right-now/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162665393","content_text":"Cathie Wood believes that inflation will soon be replaced by deflation.Deflation may pose issues for the economy, such as slowing demand for products and borrowed capital.Shares of the ARK Innovation ETF(ARKK) are down over 50% year-to-date.It’s been a difficult year for Cathie Wood stocks and exchange-traded funds, as theARK Innovation ETF (NYSEARCA:ARKK) has lost over 50% of its market capitalization. The losses have been driven by supply chain inefficiencies, inflation, and subsequent interest hikes to combat inflation. However, Wood believes that inflation will soon cool down and be replaced with deflation. Falling commodity prices, freight charges and stable gold prices have aided in her belief.At first glance, it appears that investors would much rather welcome deflation over inflation. However, if consumers and companies believe that prices will fall, it can lead to less demand for products and services, such as borrowing capital. This can ultimately lead to more pain for the economy and cause companies to reduce production, which can lead to layoffs.With that in mind, let’s take a look at the top five stocks that Cathie Wood is buying right now.5 Stocks Cathie Wood Is Buying Right Now1. Roblox (RBLX)Last week, Roblox(NYSE:RBLX) announced that it would launch next year. The metaverse company boasts a network 52 million users, signaling many use cases for monetization. Roblox has already tested out portal ads with companies like Warner Bros. Discovery(NASDAQ:WBD) and has plans for further testing by the end of the year. Portal ads bring an interacting user directly to Roblox’s platform. Still, a set ad format has not been decided on and will be influenced by the results of testing. On the other hand, shares of RBLX have declined by over 40% since its initial public offering.That hasn’t stopped Wood from dollar-cost averaging into her position. On Sept. 16, ARKK picked up107,199 shares, bringing its total share count to 5.78 million shares.2. Intellia Therapeutics (NTLA)Intellia Therapeutics(NASDAQ:NTLA) operates as a genome editing company that utilizes the CRISPR system for curative therapeutics. On Friday, the company released preliminary data for two of its CRISPR treatments. The data showed that patients who received the experimental therapy “experienced a dramatic reduction in blood markers linked to their diseases.” Furthermore, the treatment reduced toxic protein by 93% in the following four weeks. Despite the news, shares of NTLA fell by as much as 16% after the announcement. An Intellia spokesperson stated that the company can not explain every price fluctuation and added that the data was ultimately a good sign for NTLA.Wood seems to agree. On Friday, ARKK and the ARK Genomic Revolution ETF(BATS:ARKG)purchased a combined318,875 shares of Intellia.3. Verve Therapeutics (VERV)Verve Therapeutics(NASDAQ:VERV) is a biotechnology company that seeks to protect patients fromcardiovascular disease. Like Intellia, the company places an emphasis on safe gene editing. Studies have shown that some naturally occurring gene variants lower the risk of atherosclerotic cardiovascular disease (ASCVD) and heart attacks. What Verve is trying to do is mimic these gene variants and turn off the genes that cause ASCVD through a single-course therapy. Furthermore, the company seeks to replace the traditional care model for cardiovascular disease and replace it with an in vivo liver-directed gene editing treatmentBetween Sept. 13 and Sept. 16, ARKG bought213,111 shares of VERV. After the purchase, VERV is now the 12th largest holding among 46 total in the ETF.4. Teladoc (TDOC)Teladoc’s(NYSE:TDOC) earnings and profitability have been hampered by a $2 billion goodwill impairment charge related to the acquisition of Livongo and its stock-based compensation (SBC) program. Meanwhile, the effects of the coronavirus pandemic are all but gone. The pandemic was a major beneficiary for the telehealth company, as patients opted for virtual health appointments instead of going in person.However, the long term prospects of Teladoc still remains intact. Telehealth is estimated to grow at a compound annual growth rate (CAGR) of more than 26% through 2027. In addition, the company provides services for over half of the Fortune 500 companies. Meanwhile, shares trade at a 2.1x price to sales (P/S) multiple, compared to 7x a year ago.Wood remains highly convicted on TDOC and purchased44,359 shares on Sept. 16. After the purchase, TDOC is now the fourth-largest holding among all Ark Invest ETFs.5. DraftKings (DKNG)Shares of DraftKings(NASDAQ:DKNG) are down by over 30% year-to-date, although there are several positive catalysts on the horizon. First, the start of the NFL season will undoubtedly raise gambling revenue and has historically been the best time of the year for the company. The American Gaming Association has predicted the 2022 NFL season will see a record number of wagers placed on games.DraftKings has also inked a deal with Amazon(NASDAQ:AMZN) to be the sole provider of in-game betting for the e-commerce giant’s “Thursday Night Football” (TNF) stream. The two companies have signed a multi-year deal that will also see Amazon advertise DraftKings in each TNF game. Meanwhile, the 2022 NBA season is set to kick off on Oct. 18.On Sept. 12 and 13, two ARK ETFs purchased a combined185,771 shares of DKNG. After the purchase, Ark Invest now owns a total of 21.81 million shares.","news_type":1},"isVote":1,"tweetType":1,"viewCount":54,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":196068615,"gmtCreate":1621000189037,"gmtModify":1704351775510,"author":{"id":"3575455489344050","authorId":"3575455489344050","name":"Myname","avatar":"https://static.tigerbbs.com/3fff4aa421deeb7a8d801ab27a14a82f","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575455489344050","idStr":"3575455489344050"},"themes":[],"htmlText":"Go!","listText":"Go!","text":"Go!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/196068615","repostId":"2135710626","repostType":4,"repost":{"id":"2135710626","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1620982380,"share":"https://ttm.financial/m/news/2135710626?lang=&edition=fundamental","pubTime":"2021-05-14 16:53","market":"hk","language":"en","title":"Early Tesla backer and top fund manager attacks Warren Buffett's strategy. Here's his investing advice.","url":"https://stock-news.laohu8.com/highlight/detail?id=2135710626","media":"Dow Jones","summary":"James Anderson says to forget value investing and be ready for stomach-churning swings in stock prices. One of the U.K.'s top fund managers and a trailblazing technology investor has criticized value investing and the obsession with short-term metrics, in a departing letter on Thursday. He said his greatest regret was not making bigger and bolder bets.Listen to experts and have faith in the forces of change, despite severe swings in stock prices, James Anderson said in his report with the annual","content":"<p>James Anderson says to forget value investing and be ready for stomach-churning swings in stock prices</p><p>One of the U.K.'s top fund managers and a trailblazing technology investor has criticized value investing and the obsession with short-term metrics, in a departing letter on Thursday. He said his greatest regret was not making bigger and bolder bets.</p><p>Listen to experts and have faith in the forces of change, despite severe swings in stock prices, James Anderson said in his report with the annual results of Scottish Mortgage Investment Trust .</p><p>Anderson will retire as a partner in asset manager Bailie Gifford and as joint manager of its Scottish Mortgage fund next April. The fund -- a FTSE 100 constituent with a market cap of more than GBP15 billion ($21 billion) -- has enjoyed remarkable gains over its history, marked by big, early bets on technology companies including online retailer Amazon <a href=\"https://laohu8.com/S/AMZN\">$(AMZN)$</a>, Chinese internet giant Tencent , and electric-car maker Tesla <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a>, which the fund bought into in 2014.</p><p>Shares in Scottish Mortgage have fallen 9% so far in 2021, but the fund remains up near 60% in the past year.</p><p>In a letter to shareholders, Anderson called the world of conventional asset management \"irretrievably broken,\" and took aim at \"value investing,\" the strategy famously espoused by investors like Ben Graham and Warren Buffett.</p><p>\"The only rhyme is that in the long run the value of stocks is the long-run free cash flows they generate but we have but the barest and most nebulous clues as to what these cash flows will turn out to be,\" Anderson said. \"But woe betide those who think that a near-term price to earnings ratio defines value in an era of deep change.\"</p><p>Since the emergence of digital technologies, \"sustained growth at extreme pace and with increasing returns to scale\" has become more evident, Anderson said. He pointed to tech giant Microsoft <a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a>, which continues to grow after 35 years as a public company.</p><p>\"Distraction through seeking minor opportunities in banal companies over short periods is the perennial temptation. It must be resisted,\" Anderson said.</p><p>He described how the classic and careful investing approach of choosing a level of risk and return along a bell curve is flawed. It \"is neither accepting the deep uncertainty of the world nor acknowledging that the skew of returns is so extreme that it is the search for companies with the characteristics that might enable extreme and compounding success that is central to investing,\" he said.</p><p>But faith is required in investing in high-growth opportunities, Anderson stressed, because share-price crashes happen regularly and are severe. \"The stock charts that look like remorseless bottom left to top right graphs are never as smooth and easy as they subsequently appear,\" he said.</p><p>The fund manager also took a swipe at investors' obsession with short-term metrics -- what he called \"the near pornographic allure of news such as earnings announcements and macroeconomic headlines.\"</p><p>Instead of following \"brokers and the media,\" Anderson advised listening to experts and scientists. Following expert advice on the advances in battery technology was behind Baillie Gifford's decision to invest in Tesla early, he said. At the time, Tesla was the only substantial Western player in electric vehicles, which the fund saw as an inevitable successor to conventional cars powered by internal combustion engines.</p><p>Anderson also acknowledged the difficulties of measuring the value and profitability of future-focused endeavors. He cited Tesla's ambitions in autonomous vehicles, which the fund views as possibly transformative for the economics of the company -- despite not having any idea how successful it will be.</p><p>\"To us it is bizarre that brokers, hedge fund mavens and commentators can claim to be able to decipher the future and assign a precise numerical target to the value of Tesla,\" he said.</p><p>In his final annual results at Scottish Mortgage, Anderson pointed to renewable energy, synthetic biology, and the changing landscape in healthcare innovation as among the revolutionary forces ahead in the market.</p><p>Describing what makes for a great investment, he cited Amazon and its founder Jeff Bezos as a model. \"The company should have open-ended growth opportunities that they should work hard never to define or time,\" he said, alongside \"initial leadership that thinks like a founder (and almost always is <a href=\"https://laohu8.com/S/AONE\">one</a>)\" as well as a distinctive philosophy of business.</p><p>Today, Scottish Mortgage's top 10 holdings, in order of portfolio weight, are Tencent, biotechnology-equipment group <a href=\"https://laohu8.com/S/ILMN\">Illumina</a> (ILMN), Dutch semiconductor industry supplier ASML (ASML.AE), Amazon, Tesla, Chinese e-commerce giant Alibaba <a href=\"https://laohu8.com/S/09988\">$(09988)$</a>, Chinese local services platform Meituan Dianping , U.S. biotech group Moderna <a href=\"https://laohu8.com/S/MRNA\">$(MRNA)$</a>, Chinese EV player NIO <a href=\"https://laohu8.com/S/NIO\">$(NIO)$</a>, and European food-delivery group Delivery Hero.</p><p>\"There's much that I have misunderstood and misjudged over the two decades,\" Anderson said, urging those that follow him to be eccentric, and to place trust in unreasonable people and propositions. \"My ever-growing conviction is that my greatest failing has been to be insufficiently radical.\"</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>Early Tesla backer and top fund manager attacks Warren Buffett's strategy. Here's his investing advice.</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\">\nEarly Tesla backer and top fund manager attacks Warren Buffett's strategy. Here's his investing advice.\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2021-05-14 16:53</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>James Anderson says to forget value investing and be ready for stomach-churning swings in stock prices</p><p>One of the U.K.'s top fund managers and a trailblazing technology investor has criticized value investing and the obsession with short-term metrics, in a departing letter on Thursday. He said his greatest regret was not making bigger and bolder bets.</p><p>Listen to experts and have faith in the forces of change, despite severe swings in stock prices, James Anderson said in his report with the annual results of Scottish Mortgage Investment Trust .</p><p>Anderson will retire as a partner in asset manager Bailie Gifford and as joint manager of its Scottish Mortgage fund next April. The fund -- a FTSE 100 constituent with a market cap of more than GBP15 billion ($21 billion) -- has enjoyed remarkable gains over its history, marked by big, early bets on technology companies including online retailer Amazon <a href=\"https://laohu8.com/S/AMZN\">$(AMZN)$</a>, Chinese internet giant Tencent , and electric-car maker Tesla <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a>, which the fund bought into in 2014.</p><p>Shares in Scottish Mortgage have fallen 9% so far in 2021, but the fund remains up near 60% in the past year.</p><p>In a letter to shareholders, Anderson called the world of conventional asset management \"irretrievably broken,\" and took aim at \"value investing,\" the strategy famously espoused by investors like Ben Graham and Warren Buffett.</p><p>\"The only rhyme is that in the long run the value of stocks is the long-run free cash flows they generate but we have but the barest and most nebulous clues as to what these cash flows will turn out to be,\" Anderson said. \"But woe betide those who think that a near-term price to earnings ratio defines value in an era of deep change.\"</p><p>Since the emergence of digital technologies, \"sustained growth at extreme pace and with increasing returns to scale\" has become more evident, Anderson said. He pointed to tech giant Microsoft <a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a>, which continues to grow after 35 years as a public company.</p><p>\"Distraction through seeking minor opportunities in banal companies over short periods is the perennial temptation. It must be resisted,\" Anderson said.</p><p>He described how the classic and careful investing approach of choosing a level of risk and return along a bell curve is flawed. It \"is neither accepting the deep uncertainty of the world nor acknowledging that the skew of returns is so extreme that it is the search for companies with the characteristics that might enable extreme and compounding success that is central to investing,\" he said.</p><p>But faith is required in investing in high-growth opportunities, Anderson stressed, because share-price crashes happen regularly and are severe. \"The stock charts that look like remorseless bottom left to top right graphs are never as smooth and easy as they subsequently appear,\" he said.</p><p>The fund manager also took a swipe at investors' obsession with short-term metrics -- what he called \"the near pornographic allure of news such as earnings announcements and macroeconomic headlines.\"</p><p>Instead of following \"brokers and the media,\" Anderson advised listening to experts and scientists. Following expert advice on the advances in battery technology was behind Baillie Gifford's decision to invest in Tesla early, he said. At the time, Tesla was the only substantial Western player in electric vehicles, which the fund saw as an inevitable successor to conventional cars powered by internal combustion engines.</p><p>Anderson also acknowledged the difficulties of measuring the value and profitability of future-focused endeavors. He cited Tesla's ambitions in autonomous vehicles, which the fund views as possibly transformative for the economics of the company -- despite not having any idea how successful it will be.</p><p>\"To us it is bizarre that brokers, hedge fund mavens and commentators can claim to be able to decipher the future and assign a precise numerical target to the value of Tesla,\" he said.</p><p>In his final annual results at Scottish Mortgage, Anderson pointed to renewable energy, synthetic biology, and the changing landscape in healthcare innovation as among the revolutionary forces ahead in the market.</p><p>Describing what makes for a great investment, he cited Amazon and its founder Jeff Bezos as a model. \"The company should have open-ended growth opportunities that they should work hard never to define or time,\" he said, alongside \"initial leadership that thinks like a founder (and almost always is <a href=\"https://laohu8.com/S/AONE\">one</a>)\" as well as a distinctive philosophy of business.</p><p>Today, Scottish Mortgage's top 10 holdings, in order of portfolio weight, are Tencent, biotechnology-equipment group <a href=\"https://laohu8.com/S/ILMN\">Illumina</a> (ILMN), Dutch semiconductor industry supplier ASML (ASML.AE), Amazon, Tesla, Chinese e-commerce giant Alibaba <a href=\"https://laohu8.com/S/09988\">$(09988)$</a>, Chinese local services platform Meituan Dianping , U.S. biotech group Moderna <a href=\"https://laohu8.com/S/MRNA\">$(MRNA)$</a>, Chinese EV player NIO <a href=\"https://laohu8.com/S/NIO\">$(NIO)$</a>, and European food-delivery group Delivery Hero.</p><p>\"There's much that I have misunderstood and misjudged over the two decades,\" Anderson said, urging those that follow him to be eccentric, and to place trust in unreasonable people and propositions. \"My ever-growing conviction is that my greatest failing has been to be insufficiently radical.\"</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉",".DJI":"道琼斯","BRK.A":"伯克希尔","BRK.B":"伯克希尔B",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","SPY":"标普500ETF"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2135710626","content_text":"James Anderson says to forget value investing and be ready for stomach-churning swings in stock pricesOne of the U.K.'s top fund managers and a trailblazing technology investor has criticized value investing and the obsession with short-term metrics, in a departing letter on Thursday. He said his greatest regret was not making bigger and bolder bets.Listen to experts and have faith in the forces of change, despite severe swings in stock prices, James Anderson said in his report with the annual results of Scottish Mortgage Investment Trust .Anderson will retire as a partner in asset manager Bailie Gifford and as joint manager of its Scottish Mortgage fund next April. The fund -- a FTSE 100 constituent with a market cap of more than GBP15 billion ($21 billion) -- has enjoyed remarkable gains over its history, marked by big, early bets on technology companies including online retailer Amazon $(AMZN)$, Chinese internet giant Tencent , and electric-car maker Tesla $(TSLA)$, which the fund bought into in 2014.Shares in Scottish Mortgage have fallen 9% so far in 2021, but the fund remains up near 60% in the past year.In a letter to shareholders, Anderson called the world of conventional asset management \"irretrievably broken,\" and took aim at \"value investing,\" the strategy famously espoused by investors like Ben Graham and Warren Buffett.\"The only rhyme is that in the long run the value of stocks is the long-run free cash flows they generate but we have but the barest and most nebulous clues as to what these cash flows will turn out to be,\" Anderson said. \"But woe betide those who think that a near-term price to earnings ratio defines value in an era of deep change.\"Since the emergence of digital technologies, \"sustained growth at extreme pace and with increasing returns to scale\" has become more evident, Anderson said. He pointed to tech giant Microsoft $(MSFT)$, which continues to grow after 35 years as a public company.\"Distraction through seeking minor opportunities in banal companies over short periods is the perennial temptation. It must be resisted,\" Anderson said.He described how the classic and careful investing approach of choosing a level of risk and return along a bell curve is flawed. It \"is neither accepting the deep uncertainty of the world nor acknowledging that the skew of returns is so extreme that it is the search for companies with the characteristics that might enable extreme and compounding success that is central to investing,\" he said.But faith is required in investing in high-growth opportunities, Anderson stressed, because share-price crashes happen regularly and are severe. \"The stock charts that look like remorseless bottom left to top right graphs are never as smooth and easy as they subsequently appear,\" he said.The fund manager also took a swipe at investors' obsession with short-term metrics -- what he called \"the near pornographic allure of news such as earnings announcements and macroeconomic headlines.\"Instead of following \"brokers and the media,\" Anderson advised listening to experts and scientists. Following expert advice on the advances in battery technology was behind Baillie Gifford's decision to invest in Tesla early, he said. At the time, Tesla was the only substantial Western player in electric vehicles, which the fund saw as an inevitable successor to conventional cars powered by internal combustion engines.Anderson also acknowledged the difficulties of measuring the value and profitability of future-focused endeavors. He cited Tesla's ambitions in autonomous vehicles, which the fund views as possibly transformative for the economics of the company -- despite not having any idea how successful it will be.\"To us it is bizarre that brokers, hedge fund mavens and commentators can claim to be able to decipher the future and assign a precise numerical target to the value of Tesla,\" he said.In his final annual results at Scottish Mortgage, Anderson pointed to renewable energy, synthetic biology, and the changing landscape in healthcare innovation as among the revolutionary forces ahead in the market.Describing what makes for a great investment, he cited Amazon and its founder Jeff Bezos as a model. \"The company should have open-ended growth opportunities that they should work hard never to define or time,\" he said, alongside \"initial leadership that thinks like a founder (and almost always is one)\" as well as a distinctive philosophy of business.Today, Scottish Mortgage's top 10 holdings, in order of portfolio weight, are Tencent, biotechnology-equipment group Illumina (ILMN), Dutch semiconductor industry supplier ASML (ASML.AE), Amazon, Tesla, Chinese e-commerce giant Alibaba $(09988)$, Chinese local services platform Meituan Dianping , U.S. biotech group Moderna $(MRNA)$, Chinese EV player NIO $(NIO)$, and European food-delivery group Delivery Hero.\"There's much that I have misunderstood and misjudged over the two decades,\" Anderson said, urging those that follow him to be eccentric, and to place trust in unreasonable people and propositions. \"My ever-growing conviction is that my greatest failing has been to be insufficiently radical.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":144,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9922452627,"gmtCreate":1671834117270,"gmtModify":1676538600396,"author":{"id":"3575455489344050","authorId":"3575455489344050","name":"Myname","avatar":"https://static.tigerbbs.com/3fff4aa421deeb7a8d801ab27a14a82f","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575455489344050","idStr":"3575455489344050"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9922452627","repostId":"2293557321","repostType":4,"repost":{"id":"2293557321","pubTimestamp":1671782584,"share":"https://ttm.financial/m/news/2293557321?lang=&edition=fundamental","pubTime":"2022-12-23 16:03","market":"us","language":"en","title":"Tesla: Elon Musk, Bring The Pain","url":"https://stock-news.laohu8.com/highlight/detail?id=2293557321","media":"Seeking Alpha","summary":"SummaryDown 51% year to date, Tesla, Inc. may soon get on the radar of some value investors.The twee","content":"<html><head></head><body><h2>Summary</h2><ul><li>Down 51% year to date, Tesla, Inc. may soon get on the radar of some value investors.</li><li>The tweeting debacle is an excellent catalyst to bring the share price down from the stratosphere.</li><li>Although this was a Covid rocket stock, Tesla is by no means unprofitable and certainly sits in the driver&#39;s seat for all things EV.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5c27a0eac9a28bef79be0b62ea6e94f9\" tg-width=\"750\" tg-height=\"563\" referrerpolicy=\"no-referrer\"/><span>Xiaolu Chu</span></p><h2>Tesla rocket finally coming back down to earth</h2><p>Tesla, Inc. (NASDAQ:TSLA) is a stock that I have been heavily critical of when having discussions about whether the company is a value or not circa 2020 and 2021. The &#34;it&#39;s the future, bro&#34; arguments have fallen time and time again on my deaf ears, far too analytical and critical of numbers and ratios. Some of the projections have been outright ludicrous. Included in these assumptions are Robo-taxis and autonomous driving software.</p><p>However, with the price being cut in half and earnings having quadrupled based nearly 100% on car sales over the Covid era, I&#39;m starting to change my mind about Tesla. I still don&#39;t buy into the revenue and earnings projections outside of the electric vehicle (&#34;EV&#34;) segment, but based on the EV segment alone, I&#39;m beginning to like the numbers.</p><p>I give Tesla credit for growing earnings, both GAAP and non-GAAP, sales and revenues at a faster clip than I could have ever imagined. The margins are also higher than competitors. While the growth has been impressive, the high CAGR in earnings is going from nothing to something without a ton of trailing data. With 2022 basically in the books, we are hitting that 5-year data mark where I would start to be confident in drawing evidence-based conclusions on what they have achieved.</p><p>I consider Tesla a buy, although a cautious one. I would dollar cost average here and speed up the buys under $130.</p><h2>Nice dip</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e30f55c37c8c36334719ebe5c4c3d734\" tg-width=\"640\" tg-height=\"184\" referrerpolicy=\"no-referrer\"/><span>seeking alpha</span></p><p>50+% is a nice dip. Getting cut in half is not usually a situation that lasts long in Tesla shares. Normally, loyalists would step in to give some support and the hedge funds would follow suit.</p><h2>Something seems different this time.</h2><p>One positive is that this drop, taking it down close to pre-Covid prices, happens at a time when Tesla is nearly quadrupling the non-GAAP EBITDA earnings during the trailing 3 years. It is growing from just over $4 Billion to $16.3 on a TTM basis. It&#39;s possible that Elon fans were basing their valuations on how closely the CEO fit their ideal of a leader. Now that he has purchased Twitter and is expressing his ideas on the platform, that sheen is wearing off.</p><p>To say the least, I am thrilled that a non-correlated event is taking the share price of a company like Tesla down a peg. These are the best of situations, as you normally only get value investment opportunities when a directly correlated negative event occurs. For instance, negative oil prices in the case of Exxon (XOM), high-interest rates killing the housing market for Toll Brothers (TOL), or a bad collateralized loan like American Express (AXP) had with the &#34;salad oil&#34; scandal.</p><p>Future assumptions on how sales might go in the face of a recession could also be negative, but that item has yet to manifest.</p><h2>Boots on the ground</h2><p>It&#39;s been my luck that I live near Giga Factory 1, I know several factory employees and have seen the positive effect that Tesla has had on the community of Northern Nevada. The first Giga Factory was set up in conjunction with Panasonic (OTCPK:PCRFY, OTCPK:PCRFF), sharing the factory right down the middle 50/50. The location is ideal, 3 hours from Fremont, the cars come over the Sierras in a daily stream down I-80 east, offloaded at the factory to be packed with battery cells. While Berlin, Shanghai, and Austin get all the headlines, this is the factory that most likely puts the cells in your car if you drive a Tesla.</p><p>At the time, Tesla was so cool that they brought a plethora of tech-related companies from the Bay Area along with them and had the largest industrial park in the world sold out within a couple of years of their arrival. The cool kid panache did more than drive up the stock price, it attracted other large companies on their coattails like a magnet. Tesla also offered stock options and compensation to every factory worker from the bottom to the top. Many a new home down payment was made by liquidating Tesla stock. Many a backyard was regrettably landscaped with Tesla stock as well. I say regrettably because the share price would often go on to double or triple thereafter, making your $25,000 brick-lay job a potential profit loss of $100 grand or more.</p><p>This is simply one man&#39;s Phil Fisher Scuttlebutt observation. Employees give me feedback that Tesla is running a quality operation. Since the entire operation is built around EVs to start, they don&#39;t need to reconfigure existing internal combustion engine (&#34;ICE&#34;) operations to fit the EV product line. They have streamlined the operation a ton from the inception of Giga 1 to current, automating more and more lines as they go along. I imagine the automation advances help to maintain and increase their margins. The advances from Giga 1 have helped and will help further Giga factories to start from a more advanced position.</p><h2>Twitter time</h2><p>Then came October, and Musk closed on the Twitter deal:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/107862bddcfd4ae7525a37da59e825ee\" tg-width=\"640\" tg-height=\"337\" referrerpolicy=\"no-referrer\"/><span>yahoo finance</span></p><p>From late September when the deal was about to close until now, the stock has shed most of that 50% in this short time frame. This is occurring due to a non-Tesla correlated event, other than the assumption that Tesla&#39;s captain is asleep at the wheel. With this, we begin to realize that Tesla on its own merits was overpriced, but Musk added a huge premium. That premium may be gone now, although his intelligence remain as IP with the company. The Tesla price is now beginning to resemble a stock traded on fundamentals rather than blind optimism.</p><h2>Value</h2><p>For growth companies that take a lot of write-offs and depreciation, I like to look under the hood at the non-GAAP earnings equation until a company scales back its growth initiatives. Currently, we have TTM GAAP earnings at a tad over $11 Billion and non-GAAP EBITDA TTM at $16.348 Billion, or roughly 33% higher.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f653e63545af4f23fa18645c3cb4d8ff\" tg-width=\"640\" tg-height=\"301\" referrerpolicy=\"no-referrer\"/><span>yahoo finance</span></p><p>Looking at 2018 on the far right side to TTM on the left, we see a CAGR in EBITDA of 57.366%. That&#39;s a hot number, and one of the primary catalysts in the share price ascension. When I say &#34;hot,&#34;, I also mean non-sustainable in the long run. Beating 25% per year CAGR on any earnings line doesn&#39;t happen for long periods. Thus, taking Peter Lynch&#39;s advice, I like to max out my growth multiple at 25% (25 X) per annum even if a company is exceeding that CAGR in the near term. With 3.099 Billion shares outstanding, that currently gives us an EBITDA per share of $5.25, the number I will use as my multiplicand. To wind up at the crosshairs of a PEG ratio of 1 or less on an EBITDA basis assuming a max growth rate of 25%, I will simply use 25 as my multiplier times $5.25. This spits out a fair value of $131.25. Close, but not quite where I want it yet.</p><h2>The balance sheet</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f35f1ce94535378da2e5ea5fecdffc1d\" tg-width=\"640\" tg-height=\"361\" referrerpolicy=\"no-referrer\"/><span>yahoo finance</span></p><p>Tesla is fairly well capitalized with $21.11 Billion in cash and cash equivalents. With only $5.87 Billion in debt, the debt-to-equity ratio is only 14.28%. These numbers are more akin to tech versus vehicle companies where even the most conservative companies like Toyota Motors (TM) are still levered up over 100%. The least conservative, like Ford (F), can be levered up over 300% if you include their capital markets arms that extend syndicated debt to the consumer. Therefore, in this sense, I will certainly agree that the balance sheet of Tesla does resemble a tech company because they have been able to grow through equity raises due to the popularity of the company. Other vehicle manufacturers do not have that luxury. While the auto sector will be sensitive to interest rates for both consumer financing and financing operations, at least Tesla does not have to worry much about their company side of the equation.</p><h2>Balance sheet trends</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bfc7a7ace018dc9badcaf9690b3c5f74\" tg-width=\"640\" tg-height=\"136\" referrerpolicy=\"no-referrer\"/><span>seeking alpha</span></p><p>A positive trend observation I always like to borrow from Peter Lynch is which direction are current assets and debt going. Ideally, current assets should be on the uptrend and debt, especially long-term debt on the downtrend. In Tesla&#39;s case, current assets have increased from $8.3 Billion 5 years ago to $35.9 Billion today, a CAGR of 34%. That is a positive trend indeed.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c440fb210a511c5fce6260696d814fce\" tg-width=\"640\" tg-height=\"416\" referrerpolicy=\"no-referrer\"/><span>yahoo finance</span></p><p>We also can observe total debt, long term excluding current debt, down almost 50%. While current debt is up, that is mainly a number that floats upwards with sales volume funding product that comes off the line, centered around accounts payable to suppliers as demand increases. The long-term debt number is certainly the focus and is trending in the right direction as well.</p><h2>Plant growth</h2><p>Another Tesla bull argument is that the massive expansion in Giga factory growth is going to lead to amazing earnings growth potential and car sales volume that will exceed their competition. Truth is, they will certainly be cash incinerators for a good while, and they are needed to simply compete with other manufacturers that already have plants all over the world. Volume should not be the focus, but rather efficiencies and margins.</p><p>Everyone knows the vehicle production/sold comparison between Tesla and the other auto producers, and I believe that this is more a game of catchup rather than racing ahead. If they can produce half as many cars as the top competitors but continue to automate more and more operations, leading to double the margins, that would be a win. With a gross profit margin of 25% and a return on invested capital of 15%, this is another tech-like resemblance that I give Tesla points for. Replicating this all over the world could make Tesla a profit leader even with less sales volume.</p><h2>Industry trends</h2><p>The inflation reduction act passed in August should be a boon for all EV auto makers, with Tesla being a main beneficiary. The $7,500 in tax credits for EV buyers should help maintain at least flat revenue if the economy takes a dive. I see it as a backstop if 2023 turns out to be as rough a year as many economists are making it out to be. Wells Fargo (WFC) expects the year to be a recession, recovery, and then a rebound by the end of the year. A recessionary environment entering 2023 should give us a greater chance to buy Tesla at a discount for possibly the first two quarters of the year. A FED pivot in the summer heading into election season will probably send tech and growth stocks bouncing well off the bottoms.</p><p>Tesla still garners almost 100% of its profits from the sales of vehicles, so I will continue to put Tesla squarely in the vehicle manufacturer segment versus energy storage.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c1fec1be0b52fd21d61e8cecdc30ab63\" tg-width=\"640\" tg-height=\"340\" referrerpolicy=\"no-referrer\"/><span>evadoption.com</span></p><p>Tesla is way ahead in the U.S. market for 2022, controlling more than 50% of the EV market. The total representation of vehicle sales in the U.S. is still only 1.13%, therefore, there&#39;s still a lot of room to grow. Best case scenario is Tesla approaches Toyota/Ford levels at 10+% market share. I personally wouldn&#39;t get any more optimistic than that, but with Tesla&#39;s superior margins, that would be enough to satisfy my appetite.</p><h2>Catalysts</h2><p>The most logical catalysts coming to fruition are the Semi-truck deliveries. With the initial orders delivered to Pepsi at the beginning of December, this will be the main item that I have my eye on. With Austin up and running, it will be fascinating to see if the trucks actually catch on and garner demand. The logistics of charging large vehicles with huge battery capacities will be the challenge. The installation of mega chargers is the key to adoption. Which grids can handle them and how many can they get installed along major transport routes before the end of 2023 is the question. All these are items that, if pulled off successfully, should be major catalysts for Tesla.</p><h2>Risks</h2><p>Risks are threefold. The continued disliking of Elon Musk by the media, poor execution in the Semi-truck segment, and a recession that causes sales volume to dip below a point at which tax credits could backstop them. If the recession turns out to be milder than thought and China stays open from Covid lockdowns, sales volume might stay on track to increase. However, in a year running up to an election and the possibility for many divisive tweets, don&#39;t be surprised if Musk is able to create a share discount all by himself even if all other items execute.</p><h2>Conclusion</h2><p>I would never look at a vehicle company on a non-GAAP performance basis, and usually revert to the most conservative metric of all, the Graham Number, to incorporate their book value. Almost all of Tesla&#39;s competitors have been around for decades, and their businesses and earnings growth resemble that. Tesla&#39;s income statement and balance sheet both follow tech-related trends at this point, so I am giving Tesla quite a premium to what I would normally pay for a car company.</p><p>Tesla may end up being more than a car company, and there is evidence that they are trying. I am not, however, going to attempt fortune telling and draw a conclusion that every keynote speech/battery day initiative will come to fruition and base a multiple around revenues or profits that may never exist. I am a conservative value investor, and I do believe my $130 mark for Tesla is still extremely liberal with a premium attached to it. The price is close enough to call it a cautious buy, with more confident bets for Tesla under $130.</p><p><i>This article is written by Brett Ashcroft Green for reference only. Please note the risks.</i></p></body></html>","source":"seekingalpha_fund","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>Tesla: Elon Musk, Bring The Pain</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; 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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\">\nTesla: Elon Musk, Bring The Pain\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-23 16:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4565786-tesla-elon-musk-bring-the-pain><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryDown 51% year to date, Tesla, Inc. may soon get on the radar of some value investors.The tweeting debacle is an excellent catalyst to bring the share price down from the stratosphere.Although ...</p>\n\n<a href=\"https://seekingalpha.com/article/4565786-tesla-elon-musk-bring-the-pain\">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","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","BK4534":"瑞士信贷持仓","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU2063271972.USD":"富兰克林创新领域基金","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","BK4548":"巴美列捷福持仓","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1548497426.USD":"安联环球人工智能AT Acc","BK4574":"无人驾驶","BK4099":"汽车制造商","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","BK4581":"高盛持仓","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4511":"特斯拉概念","BK4551":"寇图资本持仓","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","BK4550":"红杉资本持仓","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0234570918.USD":"高盛全球核心股票组合Acc Close","BK4527":"明星科技股","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0823411888.USD":"法巴消费创新基金 Cap","LU0082616367.USD":"摩根大通美国科技A（dist）","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0056508442.USD":"贝莱德世界科技基金A2","BK4533":"AQR资本管理(全球第二大对冲基金)","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4555":"新能源车","BK4585":"ETF&股票定投概念"},"source_url":"https://seekingalpha.com/article/4565786-tesla-elon-musk-bring-the-pain","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2293557321","content_text":"SummaryDown 51% year to date, Tesla, Inc. may soon get on the radar of some value investors.The tweeting debacle is an excellent catalyst to bring the share price down from the stratosphere.Although this was a Covid rocket stock, Tesla is by no means unprofitable and certainly sits in the driver's seat for all things EV.Xiaolu ChuTesla rocket finally coming back down to earthTesla, Inc. (NASDAQ:TSLA) is a stock that I have been heavily critical of when having discussions about whether the company is a value or not circa 2020 and 2021. The \"it's the future, bro\" arguments have fallen time and time again on my deaf ears, far too analytical and critical of numbers and ratios. Some of the projections have been outright ludicrous. Included in these assumptions are Robo-taxis and autonomous driving software.However, with the price being cut in half and earnings having quadrupled based nearly 100% on car sales over the Covid era, I'm starting to change my mind about Tesla. I still don't buy into the revenue and earnings projections outside of the electric vehicle (\"EV\") segment, but based on the EV segment alone, I'm beginning to like the numbers.I give Tesla credit for growing earnings, both GAAP and non-GAAP, sales and revenues at a faster clip than I could have ever imagined. The margins are also higher than competitors. While the growth has been impressive, the high CAGR in earnings is going from nothing to something without a ton of trailing data. With 2022 basically in the books, we are hitting that 5-year data mark where I would start to be confident in drawing evidence-based conclusions on what they have achieved.I consider Tesla a buy, although a cautious one. I would dollar cost average here and speed up the buys under $130.Nice dipseeking alpha50+% is a nice dip. Getting cut in half is not usually a situation that lasts long in Tesla shares. Normally, loyalists would step in to give some support and the hedge funds would follow suit.Something seems different this time.One positive is that this drop, taking it down close to pre-Covid prices, happens at a time when Tesla is nearly quadrupling the non-GAAP EBITDA earnings during the trailing 3 years. It is growing from just over $4 Billion to $16.3 on a TTM basis. It's possible that Elon fans were basing their valuations on how closely the CEO fit their ideal of a leader. Now that he has purchased Twitter and is expressing his ideas on the platform, that sheen is wearing off.To say the least, I am thrilled that a non-correlated event is taking the share price of a company like Tesla down a peg. These are the best of situations, as you normally only get value investment opportunities when a directly correlated negative event occurs. For instance, negative oil prices in the case of Exxon (XOM), high-interest rates killing the housing market for Toll Brothers (TOL), or a bad collateralized loan like American Express (AXP) had with the \"salad oil\" scandal.Future assumptions on how sales might go in the face of a recession could also be negative, but that item has yet to manifest.Boots on the groundIt's been my luck that I live near Giga Factory 1, I know several factory employees and have seen the positive effect that Tesla has had on the community of Northern Nevada. The first Giga Factory was set up in conjunction with Panasonic (OTCPK:PCRFY, OTCPK:PCRFF), sharing the factory right down the middle 50/50. The location is ideal, 3 hours from Fremont, the cars come over the Sierras in a daily stream down I-80 east, offloaded at the factory to be packed with battery cells. While Berlin, Shanghai, and Austin get all the headlines, this is the factory that most likely puts the cells in your car if you drive a Tesla.At the time, Tesla was so cool that they brought a plethora of tech-related companies from the Bay Area along with them and had the largest industrial park in the world sold out within a couple of years of their arrival. The cool kid panache did more than drive up the stock price, it attracted other large companies on their coattails like a magnet. Tesla also offered stock options and compensation to every factory worker from the bottom to the top. Many a new home down payment was made by liquidating Tesla stock. Many a backyard was regrettably landscaped with Tesla stock as well. I say regrettably because the share price would often go on to double or triple thereafter, making your $25,000 brick-lay job a potential profit loss of $100 grand or more.This is simply one man's Phil Fisher Scuttlebutt observation. Employees give me feedback that Tesla is running a quality operation. Since the entire operation is built around EVs to start, they don't need to reconfigure existing internal combustion engine (\"ICE\") operations to fit the EV product line. They have streamlined the operation a ton from the inception of Giga 1 to current, automating more and more lines as they go along. I imagine the automation advances help to maintain and increase their margins. The advances from Giga 1 have helped and will help further Giga factories to start from a more advanced position.Twitter timeThen came October, and Musk closed on the Twitter deal:yahoo financeFrom late September when the deal was about to close until now, the stock has shed most of that 50% in this short time frame. This is occurring due to a non-Tesla correlated event, other than the assumption that Tesla's captain is asleep at the wheel. With this, we begin to realize that Tesla on its own merits was overpriced, but Musk added a huge premium. That premium may be gone now, although his intelligence remain as IP with the company. The Tesla price is now beginning to resemble a stock traded on fundamentals rather than blind optimism.ValueFor growth companies that take a lot of write-offs and depreciation, I like to look under the hood at the non-GAAP earnings equation until a company scales back its growth initiatives. Currently, we have TTM GAAP earnings at a tad over $11 Billion and non-GAAP EBITDA TTM at $16.348 Billion, or roughly 33% higher.yahoo financeLooking at 2018 on the far right side to TTM on the left, we see a CAGR in EBITDA of 57.366%. That's a hot number, and one of the primary catalysts in the share price ascension. When I say \"hot,\", I also mean non-sustainable in the long run. Beating 25% per year CAGR on any earnings line doesn't happen for long periods. Thus, taking Peter Lynch's advice, I like to max out my growth multiple at 25% (25 X) per annum even if a company is exceeding that CAGR in the near term. With 3.099 Billion shares outstanding, that currently gives us an EBITDA per share of $5.25, the number I will use as my multiplicand. To wind up at the crosshairs of a PEG ratio of 1 or less on an EBITDA basis assuming a max growth rate of 25%, I will simply use 25 as my multiplier times $5.25. This spits out a fair value of $131.25. Close, but not quite where I want it yet.The balance sheetyahoo financeTesla is fairly well capitalized with $21.11 Billion in cash and cash equivalents. With only $5.87 Billion in debt, the debt-to-equity ratio is only 14.28%. These numbers are more akin to tech versus vehicle companies where even the most conservative companies like Toyota Motors (TM) are still levered up over 100%. The least conservative, like Ford (F), can be levered up over 300% if you include their capital markets arms that extend syndicated debt to the consumer. Therefore, in this sense, I will certainly agree that the balance sheet of Tesla does resemble a tech company because they have been able to grow through equity raises due to the popularity of the company. Other vehicle manufacturers do not have that luxury. While the auto sector will be sensitive to interest rates for both consumer financing and financing operations, at least Tesla does not have to worry much about their company side of the equation.Balance sheet trendsseeking alphaA positive trend observation I always like to borrow from Peter Lynch is which direction are current assets and debt going. Ideally, current assets should be on the uptrend and debt, especially long-term debt on the downtrend. In Tesla's case, current assets have increased from $8.3 Billion 5 years ago to $35.9 Billion today, a CAGR of 34%. That is a positive trend indeed.yahoo financeWe also can observe total debt, long term excluding current debt, down almost 50%. While current debt is up, that is mainly a number that floats upwards with sales volume funding product that comes off the line, centered around accounts payable to suppliers as demand increases. The long-term debt number is certainly the focus and is trending in the right direction as well.Plant growthAnother Tesla bull argument is that the massive expansion in Giga factory growth is going to lead to amazing earnings growth potential and car sales volume that will exceed their competition. Truth is, they will certainly be cash incinerators for a good while, and they are needed to simply compete with other manufacturers that already have plants all over the world. Volume should not be the focus, but rather efficiencies and margins.Everyone knows the vehicle production/sold comparison between Tesla and the other auto producers, and I believe that this is more a game of catchup rather than racing ahead. If they can produce half as many cars as the top competitors but continue to automate more and more operations, leading to double the margins, that would be a win. With a gross profit margin of 25% and a return on invested capital of 15%, this is another tech-like resemblance that I give Tesla points for. Replicating this all over the world could make Tesla a profit leader even with less sales volume.Industry trendsThe inflation reduction act passed in August should be a boon for all EV auto makers, with Tesla being a main beneficiary. The $7,500 in tax credits for EV buyers should help maintain at least flat revenue if the economy takes a dive. I see it as a backstop if 2023 turns out to be as rough a year as many economists are making it out to be. Wells Fargo (WFC) expects the year to be a recession, recovery, and then a rebound by the end of the year. A recessionary environment entering 2023 should give us a greater chance to buy Tesla at a discount for possibly the first two quarters of the year. A FED pivot in the summer heading into election season will probably send tech and growth stocks bouncing well off the bottoms.Tesla still garners almost 100% of its profits from the sales of vehicles, so I will continue to put Tesla squarely in the vehicle manufacturer segment versus energy storage.evadoption.comTesla is way ahead in the U.S. market for 2022, controlling more than 50% of the EV market. The total representation of vehicle sales in the U.S. is still only 1.13%, therefore, there's still a lot of room to grow. Best case scenario is Tesla approaches Toyota/Ford levels at 10+% market share. I personally wouldn't get any more optimistic than that, but with Tesla's superior margins, that would be enough to satisfy my appetite.CatalystsThe most logical catalysts coming to fruition are the Semi-truck deliveries. With the initial orders delivered to Pepsi at the beginning of December, this will be the main item that I have my eye on. With Austin up and running, it will be fascinating to see if the trucks actually catch on and garner demand. The logistics of charging large vehicles with huge battery capacities will be the challenge. The installation of mega chargers is the key to adoption. Which grids can handle them and how many can they get installed along major transport routes before the end of 2023 is the question. All these are items that, if pulled off successfully, should be major catalysts for Tesla.RisksRisks are threefold. The continued disliking of Elon Musk by the media, poor execution in the Semi-truck segment, and a recession that causes sales volume to dip below a point at which tax credits could backstop them. If the recession turns out to be milder than thought and China stays open from Covid lockdowns, sales volume might stay on track to increase. However, in a year running up to an election and the possibility for many divisive tweets, don't be surprised if Musk is able to create a share discount all by himself even if all other items execute.ConclusionI would never look at a vehicle company on a non-GAAP performance basis, and usually revert to the most conservative metric of all, the Graham Number, to incorporate their book value. Almost all of Tesla's competitors have been around for decades, and their businesses and earnings growth resemble that. Tesla's income statement and balance sheet both follow tech-related trends at this point, so I am giving Tesla quite a premium to what I would normally pay for a car company.Tesla may end up being more than a car company, and there is evidence that they are trying. I am not, however, going to attempt fortune telling and draw a conclusion that every keynote speech/battery day initiative will come to fruition and base a multiple around revenues or profits that may never exist. I am a conservative value investor, and I do believe my $130 mark for Tesla is still extremely liberal with a premium attached to it. The price is close enough to call it a cautious buy, with more confident bets for Tesla under $130.This article is written by Brett Ashcroft Green for reference only. Please note the risks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":41,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9961905844,"gmtCreate":1668814632789,"gmtModify":1676538116225,"author":{"id":"3575455489344050","authorId":"3575455489344050","name":"Myname","avatar":"https://static.tigerbbs.com/3fff4aa421deeb7a8d801ab27a14a82f","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575455489344050","idStr":"3575455489344050"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9961905844","repostId":"2284706212","repostType":4,"repost":{"id":"2284706212","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":1668806827,"share":"https://ttm.financial/m/news/2284706212?lang=&edition=fundamental","pubTime":"2022-11-19 05:27","market":"us","language":"en","title":"US STOCKS-S&P 500 Ends Higher, Led By Defensive Shares","url":"https://stock-news.laohu8.com/highlight/detail?id=2284706212","media":"Reuters","summary":"(Reuters) - Wall Street's benchmark S&P 500 index ended higher on Friday in a choppy trading session","content":"<html><head></head><body><p>(Reuters) - Wall Street&#39;s benchmark S&amp;P 500 index ended higher on Friday in a choppy trading session, as gains in defensive shares overshadowed energy declines, and investors shrugged off hawkish comments from Federal Reserve officials about interest rate hikes.</p><p>Federal Reserve Bank of Boston leader Susan Collins said that, with little evidence price pressures are waning, the Fed may need to deliver another 75-basis point rate hike as it seeks to get inflation under control.</p><p>On Thursday, St. Louis Fed President James Bullard set off equity declines when he said the Fed needs to keep raising interest rates given that its tightening so far &#34;had only limited effects on observed inflation.&#34;</p><p>With Collins and then Bullard &#34;we have had some very hawkish talk, but the market has really taken it in stride,&#34; said Keith Lerner, co-chief investment officer at Trust Advisory Services. &#34;It hasn’t hit the market to the downside like it has in the past.&#34;</p><p>The Dow Jones Industrial Average rose 199.37 points, or 0.59%, to 33,745.69, the S&amp;P 500 gained 18.78 points, or 0.48%, to 3,965.34 and the Nasdaq Composite added 1.11 points, or 0.01%, to 11,146.06.</p><p>For the week, the S&amp;P 500 fell 0.7%, retreating modestly  after a strong month-long rally spurred by softer-than-expected inflation data that sparked hopes the central bank could temper its market-punishing rate hikes.</p><p>The Nasdaq fell 1.6% for the week, while the Dow was basically unchanged.</p><p>&#34;Markets are in a bit of a holding pattern&#34; ahead of employment and other economic data, said Lauren Goodwin, economist and portfolio strategist at New York Life Investments.</p><p>&#34;What is driving all equities of course is Fed policy and the gravitational force that rising interest rates have on the equity complex as a whole,&#34; Goodwin said. &#34;We are not likely to see any real evidence in terms of potentially declining wage pressure or inflation pressure for another couple of weeks.”</p><p>Defensive groups led the way among S&amp;P 500 sectors, with utilities up 2%, real estate rising 1.3% and healthcare 1.2% higher.</p><p>The energy sector fell 0.9%, as oil prices dropped, stemming from concern about weakened demand in China and further increases to U.S. interest rates.</p><p>In company news, shares of gay dating app Grindr skyrocketed about 214% in their market debut after the company completed its merger with a special-purpose acquisition company.</p><p>Gap Inc shares rose 7.6% after the company beat Wall Street estimates for quarterly sales and profit.</p><p>Shares of <a href=\"https://laohu8.com/S/LYV\">Live Nation Entertainment</a> slumped 7.8% after The New York Times reported that the U.S. Justice Department was investigating whether the Ticketmaster parent had abused its power over the multibillion-dollar live music industry.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 1.54-to-1 ratio; on Nasdaq, a 1.13-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted 8 new 52-week highs and 3 new lows; the Nasdaq Composite recorded 62 new highs and 141 new lows.</p><p>About 9.7 billion shares changed hands in U.S. exchanges, compared with the 12 billion daily average over the last 20 sessions.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US STOCKS-S&P 500 Ends Higher, Led By Defensive Shares</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS STOCKS-S&P 500 Ends Higher, Led By Defensive Shares\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-11-19 05:27</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>(Reuters) - Wall Street&#39;s benchmark S&amp;P 500 index ended higher on Friday in a choppy trading session, as gains in defensive shares overshadowed energy declines, and investors shrugged off hawkish comments from Federal Reserve officials about interest rate hikes.</p><p>Federal Reserve Bank of Boston leader Susan Collins said that, with little evidence price pressures are waning, the Fed may need to deliver another 75-basis point rate hike as it seeks to get inflation under control.</p><p>On Thursday, St. Louis Fed President James Bullard set off equity declines when he said the Fed needs to keep raising interest rates given that its tightening so far &#34;had only limited effects on observed inflation.&#34;</p><p>With Collins and then Bullard &#34;we have had some very hawkish talk, but the market has really taken it in stride,&#34; said Keith Lerner, co-chief investment officer at Trust Advisory Services. &#34;It hasn’t hit the market to the downside like it has in the past.&#34;</p><p>The Dow Jones Industrial Average rose 199.37 points, or 0.59%, to 33,745.69, the S&amp;P 500 gained 18.78 points, or 0.48%, to 3,965.34 and the Nasdaq Composite added 1.11 points, or 0.01%, to 11,146.06.</p><p>For the week, the S&amp;P 500 fell 0.7%, retreating modestly  after a strong month-long rally spurred by softer-than-expected inflation data that sparked hopes the central bank could temper its market-punishing rate hikes.</p><p>The Nasdaq fell 1.6% for the week, while the Dow was basically unchanged.</p><p>&#34;Markets are in a bit of a holding pattern&#34; ahead of employment and other economic data, said Lauren Goodwin, economist and portfolio strategist at New York Life Investments.</p><p>&#34;What is driving all equities of course is Fed policy and the gravitational force that rising interest rates have on the equity complex as a whole,&#34; Goodwin said. &#34;We are not likely to see any real evidence in terms of potentially declining wage pressure or inflation pressure for another couple of weeks.”</p><p>Defensive groups led the way among S&amp;P 500 sectors, with utilities up 2%, real estate rising 1.3% and healthcare 1.2% higher.</p><p>The energy sector fell 0.9%, as oil prices dropped, stemming from concern about weakened demand in China and further increases to U.S. interest rates.</p><p>In company news, shares of gay dating app Grindr skyrocketed about 214% in their market debut after the company completed its merger with a special-purpose acquisition company.</p><p>Gap Inc shares rose 7.6% after the company beat Wall Street estimates for quarterly sales and profit.</p><p>Shares of <a href=\"https://laohu8.com/S/LYV\">Live Nation Entertainment</a> slumped 7.8% after The New York Times reported that the U.S. Justice Department was investigating whether the Ticketmaster parent had abused its power over the multibillion-dollar live music industry.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 1.54-to-1 ratio; on Nasdaq, a 1.13-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted 8 new 52-week highs and 3 new lows; the Nasdaq Composite recorded 62 new highs and 141 new lows.</p><p>About 9.7 billion shares changed hands in U.S. exchanges, compared with the 12 billion daily average over the last 20 sessions.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2284706212","content_text":"(Reuters) - Wall Street's benchmark S&P 500 index ended higher on Friday in a choppy trading session, as gains in defensive shares overshadowed energy declines, and investors shrugged off hawkish comments from Federal Reserve officials about interest rate hikes.Federal Reserve Bank of Boston leader Susan Collins said that, with little evidence price pressures are waning, the Fed may need to deliver another 75-basis point rate hike as it seeks to get inflation under control.On Thursday, St. Louis Fed President James Bullard set off equity declines when he said the Fed needs to keep raising interest rates given that its tightening so far \"had only limited effects on observed inflation.\"With Collins and then Bullard \"we have had some very hawkish talk, but the market has really taken it in stride,\" said Keith Lerner, co-chief investment officer at Trust Advisory Services. \"It hasn’t hit the market to the downside like it has in the past.\"The Dow Jones Industrial Average rose 199.37 points, or 0.59%, to 33,745.69, the S&P 500 gained 18.78 points, or 0.48%, to 3,965.34 and the Nasdaq Composite added 1.11 points, or 0.01%, to 11,146.06.For the week, the S&P 500 fell 0.7%, retreating modestly  after a strong month-long rally spurred by softer-than-expected inflation data that sparked hopes the central bank could temper its market-punishing rate hikes.The Nasdaq fell 1.6% for the week, while the Dow was basically unchanged.\"Markets are in a bit of a holding pattern\" ahead of employment and other economic data, said Lauren Goodwin, economist and portfolio strategist at New York Life Investments.\"What is driving all equities of course is Fed policy and the gravitational force that rising interest rates have on the equity complex as a whole,\" Goodwin said. \"We are not likely to see any real evidence in terms of potentially declining wage pressure or inflation pressure for another couple of weeks.”Defensive groups led the way among S&P 500 sectors, with utilities up 2%, real estate rising 1.3% and healthcare 1.2% higher.The energy sector fell 0.9%, as oil prices dropped, stemming from concern about weakened demand in China and further increases to U.S. interest rates.In company news, shares of gay dating app Grindr skyrocketed about 214% in their market debut after the company completed its merger with a special-purpose acquisition company.Gap Inc shares rose 7.6% after the company beat Wall Street estimates for quarterly sales and profit.Shares of Live Nation Entertainment slumped 7.8% after The New York Times reported that the U.S. Justice Department was investigating whether the Ticketmaster parent had abused its power over the multibillion-dollar live music industry.Advancing issues outnumbered declining ones on the NYSE by a 1.54-to-1 ratio; on Nasdaq, a 1.13-to-1 ratio favored advancers.The S&P 500 posted 8 new 52-week highs and 3 new lows; the Nasdaq Composite recorded 62 new highs and 141 new lows.About 9.7 billion shares changed hands in U.S. exchanges, compared with the 12 billion daily average over the last 20 sessions.","news_type":1},"isVote":1,"tweetType":1,"viewCount":29,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9986826023,"gmtCreate":1666925499462,"gmtModify":1676537832668,"author":{"id":"3575455489344050","authorId":"3575455489344050","name":"Myname","avatar":"https://static.tigerbbs.com/3fff4aa421deeb7a8d801ab27a14a82f","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575455489344050","idStr":"3575455489344050"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9986826023","repostId":"1100216928","repostType":4,"repost":{"id":"1100216928","pubTimestamp":1666929303,"share":"https://ttm.financial/m/news/1100216928?lang=&edition=fundamental","pubTime":"2022-10-28 11:55","market":"us","language":"en","title":"Is Apple A Buy After FQ4 2022 Earnings? Keep Your Eyes On Services","url":"https://stock-news.laohu8.com/highlight/detail?id=1100216928","media":"Seeking Alpha","summary":"SummaryApple has been a closely watched stock this earnings season as investors look to the consumer bellwether for hints of what's to come amid mounting macro uncertainties.The company posted upbeat ","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Apple has been a closely watched stock this earnings season as investors look to the consumer bellwether for hints of what&#39;s to come amid mounting macro uncertainties.</li><li>The company posted upbeat third quarter results, mixed with tempered growth in core iPhone and Services sales.</li><li>Yet, the company&#39;s earnings beat and sustained 70%+ margins in Services despite lighter-than-expected growth continue to underscore the critical role of the segment for Apple.</li><li>While Apple stock&#39;s outperformance this year compared to the broader market and peers potentially increases its vulnerability to further volatility, its robust fundamentals continue to support the $3 trillion thesis.</li></ul><p>Apple Inc. (NASDAQ:AAPL) has long been watched as the bellwether for consumer strength amid rising recession risks in recent months, and its latest resilience demonstrated in the September quarter with a double beat, paired with positive commentary on the business&#39;s strengths, sets a positive tone for fiscal 2023 despite looming macro uncertainties.</p><p>Apple&#39;s September-quarter results suggest that affluent spend on premium products remains resilient, despite risks of overall consumer confidence deterioration in the near term with buckling budgets amid rising interest rates and inflation. This is further corroborated by stronger iPhone 14 Pro model sales compared with relatively lackluster take-rates on the new smartphone family&#39;s base model equivalents.</p><p>We believe Apple&#39;s resilience demonstrated in the September quarter is also a result of prudent business management imposed at the decision-making level. This includes pulling forward the iPhone 14 launch to improve fiscal 2022 performance while allowing Apple to take advantage of earlier-than-expected holiday-season shopping trends this year as consumers spread out spending habits as budgets tighten amid an inflationary environment. Time and again, the value of Apple&#39;s prudent management at the decision-making level has shone through, playing a critical role in mitigating some of the impact from worsening consumer weakness observed in recent months that could have led to softer fundamentals.</p><p>Meanwhile, management&#39;s allusion to &#34;strength of [Apple&#39;s] ecosystem, unmatched customer loyalty, and [an] active installed base of devices [reaching] a new all-time high&#34; kicks off fiscal 2023 with a strong positive note, underscoring the value of its pervasive ecosystem of high-demand hardware and complementary services that have become increasingly entwined with many aspects of daily personal settings, big and small. It is also consistent with rising investors&#39; concerns about the impact of China - a critical market for Apple that showed signs of cracking after the company unleashed a rare round of discounts to attract demand over the summer.</p><p>But sustained growth in the higher-margin Services segment continues to demonstrate the value of Apple&#39;s sprawling influence over the consumer end-market. This is further corroborated by Apple&#39;s earnings beat, underscoring the strength of Services&#39; margins despite the tough consumer backdrop during the September quarter.</p><p>While the stock has not lost as much of its value compared to its tech peers and the broader market amid this year&#39;s selloff, which raises concerns that it may become more &#34;vulnerable&#34; to further multiple contraction in the near-term given increasingly fragile market sentiment, we believe it will continue to fare better than most given the underlying business&#39; robust fundamentals. Specifically, the robust momentum in Services maintained throughout the rising competition and deteriorating consumer sentiment in the third quarter continues to support its potential in ultimately accounting for half of Apple&#39;s valuation over the longer term, which reinforces the stock&#39;s$3 trillion thesis. Paired with Apple&#39;s upbeat F4Q22 results and management&#39;s positive tone on the forward prospects despite looming macro challenges, any near-term market volatility would likely continue to create compelling entry points for capitalizing on longer-term upsides.</p><p><b>Profitable Growth is Key - And Services is Here For It</b></p><p>Apple&#39;s Services segment demonstrated slower-than-expected but sustained growth in the September quarter, with sales increasing 5% y/y (inclusive of FX headwinds) and margins maintaining in the 70%-range despite inflationary pressures and consumer weakness. As discussed in our previous coverage on the stock, Apple&#39;s Services segment is becoming increasingly core to the company&#39;s long-term growth and profitability trajectory, especially with improved technological advancements in recent years and overall consumer weakness in the near-term lengthening upgrade cycles on devices.</p><p>This is also music to investors&#39; ears, as preference migrates from growth to profitability amid a souring macroeconomic outlook.</p><blockquote>In 2017, Apple - under the leadership of Tim Cook - vowed todoubleits services revenue by 2020. Since then, the segment has delivered with a multi-year compounded annual growth rate (&#34;CAGR&#34;) of more than 20%, boasting close to $68.5 billion in annual revenues during fiscal 2021, and approaching $80 billion in the current fiscal year ending this week. Earlier this year, Wall Street predicted that Apple&#39;s services segment amounts to a$1.5 trillionvalue on its own, similar to our own predictions which will be discussed in further detail below.</blockquote><blockquote>Although services sales growth has decelerated from its heights last year due to the moderation in demand from pulled-forward subscriptions during the pandemic era alongside broad-based macro weakness, the segment continues to boast robust double-digit expansion, reinforcing the bullish thesis surrounding Apple&#39;s sustained long-term growth and profitability trajectory.</blockquote><blockquote>Source: &#34;Apple Services Is On A Critical Mission&#34;</blockquote><p>We see Services&#39; critical role in safeguarding Apple&#39;s bottom line continuing into the upcoming holiday season, despite light growth and a slight miss as expected during the fiscal fourth quarter. We see our previously discussed base case where Services will continue to lead growth alongside hardware sales as a highly likely scenario as Apple navigates through macro challenges in the near term. And the company&#39;s recent decision to raise prices on some of its core Services offerings - including Apple TV+, Apple Music and the Apple One bundle - will likely give the segment&#39;s momentum another leg up heading into fiscal 2023, as opposed to weighing further on weakening consumer sentiment since Apple has a strong value proposition to do so.</p><p><b>Apple TV+</b></p><p>Apple raised the monthly Apple TV+ subscription rate from $4.99 to $6.99, and annual subscription rate from $49 to $69, which went into effect earlier this week. While the price hike for Apple TV+ is not small - a whopping 40%+ - it remains competitive relative to rival streaming platforms spanning Netflix(NFLX), Disney+(DIS), and HBO Max(WBD), to name a few, including their respective ad-supported tiers that are / will be marketed as a &#34;cheaper&#34; alternative.</p><p>We also believe Apple has the right value proposition for jacking up Apple TV+&#39;s pricing, which will effectively help reduce potential churn in the aftermath. Specifically, Apple TV+ was &#34;introduced at a very low price because it started with just a few shows and movies.&#34; But now, it has grown into an extensive library of &#34;award-winning and broadly acclaimed series, feature films, documentaries, and kids and family entertainment,&#34; which is further corroborated by its rapidly rising global market share of more than 6%, putting rival platforms on notice.</p><p>Yet, at the new price tag of $6.99 per month, Apple TV+ - which is currently ad-free and offers unlimited access to its entire catalogue of scripted and non-scripted content, alongside live sporting events such as &#34;Friday Night Baseball&#34; - the streaming platform still beats equivalents in the pricing segment. This includes Netflix and Disney+&#39;s upcoming ad-supported tier priced at $6.99 and $7.99 per month, respectively, and HBO Max&#39;s ad-supported tier priced at $10 per month, with some not even offering access to live sporting events, which is a key demand driver in streaming that Apple TV+ is benefiting from. This continues to underscore Apple TV+&#39;s pricing advantage amid weakening consumer sentiment, with its latest price hike still more competitive than similarly-priced offerings by peers, while contributing meaningfully to the Services segment profit margins over the longer term.</p><p><b>Apple Music</b></p><p>The monthly subscription rate for Apple Music will increase from $9.99 to $10.99 for individuals, and the annual subscription rate from $99 to $109. This would effectively make the service more expensive than key rival Spotify&#39;s (SPOT) equivalent which is currently priced at $9.99 per month still.</p><p>The price hike was implemented to compensate for increasing content licensing costs for creators. Although the price increase for Apple Music subscriptions may seem like it will be another blow to the service&#39;s already laggard market share(~15%) compared to Spotify&#39;s (&gt;30%), we believe it will give Apple a leg up from a business and valuation perspective.</p><p>Specifically, Spotify currently reels from narrowing profit margins due to the same cost increases identified by Apple, underscoring that similar price hikes will likely be coming soon anyway. As such, we view the increase to Apple Music prices as a strategic move that will not only contribute positively to the Services segment&#39;s bottom line but also without the risks of material churn despite consumer weakness.</p><p><b>Apple One Bundle</b></p><p>The Apple One bundle - which allows up to six service subscriptions at a discounted price - has also implemented price increases across all of its variants offered. The standard bundle (individual subscription for Apple Music, TV+, Arcade, and iCloud+ with 50GB storage) will have its monthly subscription rate increase from $14.95 to $16.95; family bundle (five-people subscription for Apple Music, TV+, Arcade, and iCloud+ with total 200GB storage) from $19.95 to $22.95; and Premier bundle (same as family bundle, plus News+ and Fitness+) from $29.95 to $32.95.</p><p>The Apple One bundle has been a key contributor to overall growth observed in Apple&#39;s service subscription volumes and overall traction since its introduction in fiscal 2021, attracting new users to pay for subscription services that they otherwise would not have subscribed to without the bundle discount. The bundle discount - even after the recent price increase - adds another positive touch to the service-specific value propositions for subscribers as discussed in the earlier section, which we view as a critical factor to mitigating risks of churn, while further bolstering Services growth.</p><p>The pricing advantage in Apple&#39;s Services segment is expected to contribute positively towards its longer-term valuation of about $1.5 trillion alone. Not only would it further improve the segment&#39;s profit margins - an increasingly prominent driver of Apple&#39;s free cash flows - but also help bolster the funding needed to support further expansion into additional services and upgrades that will aid penetration into a broader subscriber base over the longer term.</p><p><b>Near-Term Investment Risks to Consider</b></p><p><b>China Risks:</b> This has accordingly introduced demand risks to one of Apple&#39;s most core operating regions - China currently accounts of about a fifth of the company&#39;s consolidated sales and a quarter of the consolidated income. Concerns of said demand risks are further corroborated by the rare sighting of a direct pricing discount on certain devices introduced over the summer in China. Even during seasonality promotions - like back-to-school, Black Friday, and/or holiday-season sales - Apple has hardly ever offered direct pricing discounts, opting for gift card rebates on bundle purchases and/or gift-with-purchases instead.</p><p>In addition to demand risks, Apple also faces supply risks and geopolitical risks in the region.</p><p>Yet, we believe Apple has a few levers to pull still that can compensate for the said risks. On the supply front, Apple&#39;s importance to suppliers worldwide gives it leverage needed to compensate for supply-risk-driven cost efficiencies. This is consistent with Apple&#39;s power in price negotiations with key suppliers like Taiwan Semiconductor (TSM), as well as previous observations that the tech giant&#39;s &#34;size and importance to suppliers&#34; was able to help it secure key components better than peers during the peak of supply shortages. Meanwhile, on the demand front, increasing momentum in Services as discussed in the foregoing analysis is expected to partially shield Apple from hardware demand risks in China within the foreseeable future, especially with robust market share gains observed across core operating regions like the U.S. and Europe.</p><p><b>Macro Risks:</b> FX and consumer slowdown are the biggest macro risks facing Apple today. FX risks are inevitable given the company&#39;s massive overseas operations amid a surging dollar environment as the Fed remains fixed on an aggressive rate hike trajectory to counter runaway inflation. And on the consumer slowdown front, Apple&#39;s upbeat showing for the September quarter also supports continued resilience relative to peers spanning PC/smartphone makers and service providers that have been losing market share.</p><p>In our view, we believe Mac and iPad sales are most susceptible to the near-term consumer slowdown, despite better-than-expected performance in the fiscal fourth quarter. First, the segments have already benefited from pulled-forward demand in the pandemic era, meaning forward momentum will likely remain moderate, especially with the looming economic downturn. Second, lost sales driven by supply chain constraints (most prominent in iPad segment) will likely see some of it becoming permanent instead of delayed due to consumers dialing back on discretionary spending amid deteriorating economic conditions. Lastly, previous expectations for stronger commercial IT spending that have benefited enterprise demand for Apple devices will likely moderate as well as budgets pullback to brace for near-term macroeconomic uncertainties. Worsening market trends are also contributing to anticipated challenges on Mac and iPad demand within the foreseeable future - the latest tally of global PC shipments in the calendar third quarter showed an accelerated decline this year, falling 6.8% y/y in 1Q22, 15% y/y in 2Q22, and 20% y/y in 3Q22, with 4Q22 numbers expected to worsen as consumers shun big-ticket items due to weakening spending power.</p><p>Yet, momentum in Services paired with Apple&#39;s pricing advantage as discussed in the foregoing analysis remains a key business strength that is expected to partially cushion some of the near-term impact on the macro-driven slowdown in product demand. Product upgrades, such as the latest introduction of a new Mac and iPad line-up retrofitted with next-generation Apple silicon, will likely help salvage product demand as well. This is further corroborated by Apple&#39;s rapid climb to the top, dethroning legacy PC makers like Lenovo (OTCPK:LNVGY), HP (HPE), and Dell (DELL) to become theindustry leader in the first half of the year.</p><p><b>Lengthening Product Cycle Risks:</b> Improving technology at Apple is also lengthening the upgrade cycle on its line-up of devices, which will potentially stagger the Products segment&#39;s growth outlook over the longer term. But Apple still has many levers to pull from a pricing and technology point-of-view to counter risks of growth slowdown due to lengthening product cycles in our opinion. For instance, Apple&#39;s transition to in-house designed silicon is a key advantage that will help attract demand stemming from both upgrades and switches and partially offset the growth slowdown in Products given their lengthened lifecycles. The company&#39;s potential introduction of a device subscription service would also drive improved economics for its Products segment over the longer term.</p><blockquote>Nonetheless, hardware sales are expected to imminently grow slower than Apple&#39;s services sales, given product revenue cycles are comparatively lengthier. For services, recurring revenues stemming from subscriptions come on a monthly or annual basis. But for products like iPhones and Macs, their lifecycles have grown from two years in the past to now aboutthreetofouryears and more than five years, respectively, thanks to continuous technological improvements. To put into perspective, the standard iPhone 14 starts at $799, which translates to about $266 in revenue per share if broken down based on a three-year lifespan. Comparatively, an annual subscription for the Apple One Bundle starts at [$203.40 per year (or $16.95 per month)], which is not too far off from the average annual revenue per iPhone, while boasting significantly more profitable margins. And while Apple&#39;s iPhone sales may be benefiting from broader industry tailwinds stemming from 5G transition, its large installed base is bound slow in growth based on the law of large numbers, signalling the double-digit multi-year CAGRs it once enjoyed are no more. It is no wonder that the company has been reportedly working on the launch of aproduct subscription modelto safeguard better economics over the longer term.</blockquote><blockquote>Source: &#34;Apple Services Is On A Critical Mission&#34;</blockquote><p><b>Final Thoughts</b></p><p>Market sentiment is becoming increasingly fragile, with many investors looking to the performance of large and mega caps - especially Apple - for hints on what forward consumer sentiment might look like and what they mean for the broader tech sector and the economy overall ahead of rising recession risks. This is especially true given Apple, along with its mega-cap peers spanning Alphabet(GOOG/GOOGL), Microsoft(MSFT), and Amazon (AMZN), account for &#34;nearly a fifth&#34; of the S&amp;P 500&#39;s value today, or more than 30%of the tech-heavy Nasdaq 100 (Apple alone is the largest influence, accounting for 15% of the weight of the Nasdaq 100).</p><p>While Apple&#39;s valuation remains lofty at &#34;23x forward earnings, above both its long-term average and the market overall,&#34; which potentially exposes it to further volatility as market sentiment remains fragile over coming months in anticipation of a cascading economy, we believe its strong F4Q22 performance and positive tone heading into fiscal 2023 reinforces the company&#39;s fundamental strength. This means any market-driven volatility in the Apple stock over the near term will continue to create a compelling risk-reward opportunity.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Apple A Buy After FQ4 2022 Earnings? Keep Your Eyes On Services</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\">\nIs Apple A Buy After FQ4 2022 Earnings? Keep Your Eyes On Services\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-28 11:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4550088-is-apple-a-buy-after-f4q22-earnings-keep-your-eyes-on-services><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryApple has been a closely watched stock this earnings season as investors look to the consumer bellwether for hints of what's to come amid mounting macro uncertainties.The company posted upbeat ...</p>\n\n<a href=\"https://seekingalpha.com/article/4550088-is-apple-a-buy-after-f4q22-earnings-keep-your-eyes-on-services\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4550088-is-apple-a-buy-after-f4q22-earnings-keep-your-eyes-on-services","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100216928","content_text":"SummaryApple has been a closely watched stock this earnings season as investors look to the consumer bellwether for hints of what's to come amid mounting macro uncertainties.The company posted upbeat third quarter results, mixed with tempered growth in core iPhone and Services sales.Yet, the company's earnings beat and sustained 70%+ margins in Services despite lighter-than-expected growth continue to underscore the critical role of the segment for Apple.While Apple stock's outperformance this year compared to the broader market and peers potentially increases its vulnerability to further volatility, its robust fundamentals continue to support the $3 trillion thesis.Apple Inc. (NASDAQ:AAPL) has long been watched as the bellwether for consumer strength amid rising recession risks in recent months, and its latest resilience demonstrated in the September quarter with a double beat, paired with positive commentary on the business's strengths, sets a positive tone for fiscal 2023 despite looming macro uncertainties.Apple's September-quarter results suggest that affluent spend on premium products remains resilient, despite risks of overall consumer confidence deterioration in the near term with buckling budgets amid rising interest rates and inflation. This is further corroborated by stronger iPhone 14 Pro model sales compared with relatively lackluster take-rates on the new smartphone family's base model equivalents.We believe Apple's resilience demonstrated in the September quarter is also a result of prudent business management imposed at the decision-making level. This includes pulling forward the iPhone 14 launch to improve fiscal 2022 performance while allowing Apple to take advantage of earlier-than-expected holiday-season shopping trends this year as consumers spread out spending habits as budgets tighten amid an inflationary environment. Time and again, the value of Apple's prudent management at the decision-making level has shone through, playing a critical role in mitigating some of the impact from worsening consumer weakness observed in recent months that could have led to softer fundamentals.Meanwhile, management's allusion to \"strength of [Apple's] ecosystem, unmatched customer loyalty, and [an] active installed base of devices [reaching] a new all-time high\" kicks off fiscal 2023 with a strong positive note, underscoring the value of its pervasive ecosystem of high-demand hardware and complementary services that have become increasingly entwined with many aspects of daily personal settings, big and small. It is also consistent with rising investors' concerns about the impact of China - a critical market for Apple that showed signs of cracking after the company unleashed a rare round of discounts to attract demand over the summer.But sustained growth in the higher-margin Services segment continues to demonstrate the value of Apple's sprawling influence over the consumer end-market. This is further corroborated by Apple's earnings beat, underscoring the strength of Services' margins despite the tough consumer backdrop during the September quarter.While the stock has not lost as much of its value compared to its tech peers and the broader market amid this year's selloff, which raises concerns that it may become more \"vulnerable\" to further multiple contraction in the near-term given increasingly fragile market sentiment, we believe it will continue to fare better than most given the underlying business' robust fundamentals. Specifically, the robust momentum in Services maintained throughout the rising competition and deteriorating consumer sentiment in the third quarter continues to support its potential in ultimately accounting for half of Apple's valuation over the longer term, which reinforces the stock's$3 trillion thesis. Paired with Apple's upbeat F4Q22 results and management's positive tone on the forward prospects despite looming macro challenges, any near-term market volatility would likely continue to create compelling entry points for capitalizing on longer-term upsides.Profitable Growth is Key - And Services is Here For ItApple's Services segment demonstrated slower-than-expected but sustained growth in the September quarter, with sales increasing 5% y/y (inclusive of FX headwinds) and margins maintaining in the 70%-range despite inflationary pressures and consumer weakness. As discussed in our previous coverage on the stock, Apple's Services segment is becoming increasingly core to the company's long-term growth and profitability trajectory, especially with improved technological advancements in recent years and overall consumer weakness in the near-term lengthening upgrade cycles on devices.This is also music to investors' ears, as preference migrates from growth to profitability amid a souring macroeconomic outlook.In 2017, Apple - under the leadership of Tim Cook - vowed todoubleits services revenue by 2020. Since then, the segment has delivered with a multi-year compounded annual growth rate (\"CAGR\") of more than 20%, boasting close to $68.5 billion in annual revenues during fiscal 2021, and approaching $80 billion in the current fiscal year ending this week. Earlier this year, Wall Street predicted that Apple's services segment amounts to a$1.5 trillionvalue on its own, similar to our own predictions which will be discussed in further detail below.Although services sales growth has decelerated from its heights last year due to the moderation in demand from pulled-forward subscriptions during the pandemic era alongside broad-based macro weakness, the segment continues to boast robust double-digit expansion, reinforcing the bullish thesis surrounding Apple's sustained long-term growth and profitability trajectory.Source: \"Apple Services Is On A Critical Mission\"We see Services' critical role in safeguarding Apple's bottom line continuing into the upcoming holiday season, despite light growth and a slight miss as expected during the fiscal fourth quarter. We see our previously discussed base case where Services will continue to lead growth alongside hardware sales as a highly likely scenario as Apple navigates through macro challenges in the near term. And the company's recent decision to raise prices on some of its core Services offerings - including Apple TV+, Apple Music and the Apple One bundle - will likely give the segment's momentum another leg up heading into fiscal 2023, as opposed to weighing further on weakening consumer sentiment since Apple has a strong value proposition to do so.Apple TV+Apple raised the monthly Apple TV+ subscription rate from $4.99 to $6.99, and annual subscription rate from $49 to $69, which went into effect earlier this week. While the price hike for Apple TV+ is not small - a whopping 40%+ - it remains competitive relative to rival streaming platforms spanning Netflix(NFLX), Disney+(DIS), and HBO Max(WBD), to name a few, including their respective ad-supported tiers that are / will be marketed as a \"cheaper\" alternative.We also believe Apple has the right value proposition for jacking up Apple TV+'s pricing, which will effectively help reduce potential churn in the aftermath. Specifically, Apple TV+ was \"introduced at a very low price because it started with just a few shows and movies.\" But now, it has grown into an extensive library of \"award-winning and broadly acclaimed series, feature films, documentaries, and kids and family entertainment,\" which is further corroborated by its rapidly rising global market share of more than 6%, putting rival platforms on notice.Yet, at the new price tag of $6.99 per month, Apple TV+ - which is currently ad-free and offers unlimited access to its entire catalogue of scripted and non-scripted content, alongside live sporting events such as \"Friday Night Baseball\" - the streaming platform still beats equivalents in the pricing segment. This includes Netflix and Disney+'s upcoming ad-supported tier priced at $6.99 and $7.99 per month, respectively, and HBO Max's ad-supported tier priced at $10 per month, with some not even offering access to live sporting events, which is a key demand driver in streaming that Apple TV+ is benefiting from. This continues to underscore Apple TV+'s pricing advantage amid weakening consumer sentiment, with its latest price hike still more competitive than similarly-priced offerings by peers, while contributing meaningfully to the Services segment profit margins over the longer term.Apple MusicThe monthly subscription rate for Apple Music will increase from $9.99 to $10.99 for individuals, and the annual subscription rate from $99 to $109. This would effectively make the service more expensive than key rival Spotify's (SPOT) equivalent which is currently priced at $9.99 per month still.The price hike was implemented to compensate for increasing content licensing costs for creators. Although the price increase for Apple Music subscriptions may seem like it will be another blow to the service's already laggard market share(~15%) compared to Spotify's (>30%), we believe it will give Apple a leg up from a business and valuation perspective.Specifically, Spotify currently reels from narrowing profit margins due to the same cost increases identified by Apple, underscoring that similar price hikes will likely be coming soon anyway. As such, we view the increase to Apple Music prices as a strategic move that will not only contribute positively to the Services segment's bottom line but also without the risks of material churn despite consumer weakness.Apple One BundleThe Apple One bundle - which allows up to six service subscriptions at a discounted price - has also implemented price increases across all of its variants offered. The standard bundle (individual subscription for Apple Music, TV+, Arcade, and iCloud+ with 50GB storage) will have its monthly subscription rate increase from $14.95 to $16.95; family bundle (five-people subscription for Apple Music, TV+, Arcade, and iCloud+ with total 200GB storage) from $19.95 to $22.95; and Premier bundle (same as family bundle, plus News+ and Fitness+) from $29.95 to $32.95.The Apple One bundle has been a key contributor to overall growth observed in Apple's service subscription volumes and overall traction since its introduction in fiscal 2021, attracting new users to pay for subscription services that they otherwise would not have subscribed to without the bundle discount. The bundle discount - even after the recent price increase - adds another positive touch to the service-specific value propositions for subscribers as discussed in the earlier section, which we view as a critical factor to mitigating risks of churn, while further bolstering Services growth.The pricing advantage in Apple's Services segment is expected to contribute positively towards its longer-term valuation of about $1.5 trillion alone. Not only would it further improve the segment's profit margins - an increasingly prominent driver of Apple's free cash flows - but also help bolster the funding needed to support further expansion into additional services and upgrades that will aid penetration into a broader subscriber base over the longer term.Near-Term Investment Risks to ConsiderChina Risks: This has accordingly introduced demand risks to one of Apple's most core operating regions - China currently accounts of about a fifth of the company's consolidated sales and a quarter of the consolidated income. Concerns of said demand risks are further corroborated by the rare sighting of a direct pricing discount on certain devices introduced over the summer in China. Even during seasonality promotions - like back-to-school, Black Friday, and/or holiday-season sales - Apple has hardly ever offered direct pricing discounts, opting for gift card rebates on bundle purchases and/or gift-with-purchases instead.In addition to demand risks, Apple also faces supply risks and geopolitical risks in the region.Yet, we believe Apple has a few levers to pull still that can compensate for the said risks. On the supply front, Apple's importance to suppliers worldwide gives it leverage needed to compensate for supply-risk-driven cost efficiencies. This is consistent with Apple's power in price negotiations with key suppliers like Taiwan Semiconductor (TSM), as well as previous observations that the tech giant's \"size and importance to suppliers\" was able to help it secure key components better than peers during the peak of supply shortages. Meanwhile, on the demand front, increasing momentum in Services as discussed in the foregoing analysis is expected to partially shield Apple from hardware demand risks in China within the foreseeable future, especially with robust market share gains observed across core operating regions like the U.S. and Europe.Macro Risks: FX and consumer slowdown are the biggest macro risks facing Apple today. FX risks are inevitable given the company's massive overseas operations amid a surging dollar environment as the Fed remains fixed on an aggressive rate hike trajectory to counter runaway inflation. And on the consumer slowdown front, Apple's upbeat showing for the September quarter also supports continued resilience relative to peers spanning PC/smartphone makers and service providers that have been losing market share.In our view, we believe Mac and iPad sales are most susceptible to the near-term consumer slowdown, despite better-than-expected performance in the fiscal fourth quarter. First, the segments have already benefited from pulled-forward demand in the pandemic era, meaning forward momentum will likely remain moderate, especially with the looming economic downturn. Second, lost sales driven by supply chain constraints (most prominent in iPad segment) will likely see some of it becoming permanent instead of delayed due to consumers dialing back on discretionary spending amid deteriorating economic conditions. Lastly, previous expectations for stronger commercial IT spending that have benefited enterprise demand for Apple devices will likely moderate as well as budgets pullback to brace for near-term macroeconomic uncertainties. Worsening market trends are also contributing to anticipated challenges on Mac and iPad demand within the foreseeable future - the latest tally of global PC shipments in the calendar third quarter showed an accelerated decline this year, falling 6.8% y/y in 1Q22, 15% y/y in 2Q22, and 20% y/y in 3Q22, with 4Q22 numbers expected to worsen as consumers shun big-ticket items due to weakening spending power.Yet, momentum in Services paired with Apple's pricing advantage as discussed in the foregoing analysis remains a key business strength that is expected to partially cushion some of the near-term impact on the macro-driven slowdown in product demand. Product upgrades, such as the latest introduction of a new Mac and iPad line-up retrofitted with next-generation Apple silicon, will likely help salvage product demand as well. This is further corroborated by Apple's rapid climb to the top, dethroning legacy PC makers like Lenovo (OTCPK:LNVGY), HP (HPE), and Dell (DELL) to become theindustry leader in the first half of the year.Lengthening Product Cycle Risks: Improving technology at Apple is also lengthening the upgrade cycle on its line-up of devices, which will potentially stagger the Products segment's growth outlook over the longer term. But Apple still has many levers to pull from a pricing and technology point-of-view to counter risks of growth slowdown due to lengthening product cycles in our opinion. For instance, Apple's transition to in-house designed silicon is a key advantage that will help attract demand stemming from both upgrades and switches and partially offset the growth slowdown in Products given their lengthened lifecycles. The company's potential introduction of a device subscription service would also drive improved economics for its Products segment over the longer term.Nonetheless, hardware sales are expected to imminently grow slower than Apple's services sales, given product revenue cycles are comparatively lengthier. For services, recurring revenues stemming from subscriptions come on a monthly or annual basis. But for products like iPhones and Macs, their lifecycles have grown from two years in the past to now aboutthreetofouryears and more than five years, respectively, thanks to continuous technological improvements. To put into perspective, the standard iPhone 14 starts at $799, which translates to about $266 in revenue per share if broken down based on a three-year lifespan. Comparatively, an annual subscription for the Apple One Bundle starts at [$203.40 per year (or $16.95 per month)], which is not too far off from the average annual revenue per iPhone, while boasting significantly more profitable margins. And while Apple's iPhone sales may be benefiting from broader industry tailwinds stemming from 5G transition, its large installed base is bound slow in growth based on the law of large numbers, signalling the double-digit multi-year CAGRs it once enjoyed are no more. It is no wonder that the company has been reportedly working on the launch of aproduct subscription modelto safeguard better economics over the longer term.Source: \"Apple Services Is On A Critical Mission\"Final ThoughtsMarket sentiment is becoming increasingly fragile, with many investors looking to the performance of large and mega caps - especially Apple - for hints on what forward consumer sentiment might look like and what they mean for the broader tech sector and the economy overall ahead of rising recession risks. This is especially true given Apple, along with its mega-cap peers spanning Alphabet(GOOG/GOOGL), Microsoft(MSFT), and Amazon (AMZN), account for \"nearly a fifth\" of the S&P 500's value today, or more than 30%of the tech-heavy Nasdaq 100 (Apple alone is the largest influence, accounting for 15% of the weight of the Nasdaq 100).While Apple's valuation remains lofty at \"23x forward earnings, above both its long-term average and the market overall,\" which potentially exposes it to further volatility as market sentiment remains fragile over coming months in anticipation of a cascading economy, we believe its strong F4Q22 performance and positive tone heading into fiscal 2023 reinforces the company's fundamental strength. This means any market-driven volatility in the Apple stock over the near term will continue to create a compelling risk-reward opportunity.","news_type":1},"isVote":1,"tweetType":1,"viewCount":132,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9915781273,"gmtCreate":1665109417492,"gmtModify":1676537559024,"author":{"id":"3575455489344050","authorId":"3575455489344050","name":"Myname","avatar":"https://static.tigerbbs.com/3fff4aa421deeb7a8d801ab27a14a82f","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575455489344050","idStr":"3575455489344050"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9915781273","repostId":"2273829845","repostType":4,"repost":{"id":"2273829845","pubTimestamp":1665107872,"share":"https://ttm.financial/m/news/2273829845?lang=&edition=fundamental","pubTime":"2022-10-07 09:57","market":"hk","language":"en","title":"Now Is Not the Time to Park Any Money in NIO Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=2273829845","media":"InvestorPlace","summary":"Nio (NIO), like other Chinese EV manufacturers, is struggling with battery-material sourcing and supply-chain woes in general.However, a deal with a lithium producer may help to alleviate these issues","content":"<html><head></head><body><ul><li><b>Nio</b> (<b><u>NIO</u></b>), like other Chinese EV manufacturers, is struggling with battery-material sourcing and supply-chain woes in general.</li><li>However, a deal with a lithium producer may help to alleviate these issues.</li><li>Nevertheless, investors should tread carefully with NIO stock.</li></ul><p><img src=\"https://static.tigerbbs.com/8f283dcf01ba7103e8690f23edfaaf8f\" tg-width=\"768\" tg-height=\"432\" referrerpolicy=\"no-referrer\"/></p><p><b>Nio</b> (NYSE:<b><u>NIO</u></b>) has to deal with many of the same issues that other Chinese electric vehicle (EV) manufacturers do. For example, the company has to contend with supply-chain constraints and the challenge of sourcing lithium for EV batteries. On the other hand, an arrangement with a lithium producer may provide an advantage for Nio. That said, it’s too early to declare victory and load up on NIO stock.</p><p>Overeager EV-market investors have to face the facts. The industry has its growing pains, and it’s not always going to be a smooth ride. For instance, Britain-based research indicates that EV charge points are actually almost as expensive as gasoline.</p><p>Meanwhile, EV makers in China have their own problems to deal with. Covid-19 lockdowns made already acute supply-chain issues even worse. Don’t misunderstand — Nio is a promising company in the global EV space. It’s just that the situation is too problematic to recommend making an investment now.</p><h2>What’s Happening With NIO Stock?</h2><p>2022 hasn’t been a great year for EV stocks generally. However, NIO stock has been particularly brutal, sliding from $33 in January to $15 and change by the end of September.</p><p>The primary culprits, along with Covid-19 lockdowns, are supply-chain delays and the rising prices of EV batteries. These factors have increased costs for China-based EV manufacturers like Nio.</p><p>A <i>Wall Street Journal</i> article described the Chinese EV market as “cutthroat” but also as “lucrative.” Industry-favorable policies in China include tax breaks and cash subsidies.</p><p>These policies have boosted the nation’s EV use, to the point where in August, “nearly 30% of all passenger cars sold used new energy” in China. This bodes well for Nio, but sourcing lithium remains a challenge for all of China’s EV makers.</p><h2>A Deal With a Lithium Producer Might Help Nio</h2><p>This isn’t to suggest that the situation is hopeless. Indeed, Nio is being proactive by purchasing a stake in an Australian lithium producer, <b>Greenwing Resources</b> (OTCMKTS:<b><u>BSSMF</u></b>), to secure lithium for EV batteries.</p><p>Granted, it will cost Nio a pretty penny as the automaker has agreed to pay $12 million for what will amount to a 12.16% stake in Greenwing. However, this deal should help to get battery-essential lithium out of the ground. Reportedly, “At least 80% of the proceeds from the placement will fund Greenwing’s exploration efforts in the San Jorge lithium project.”</p><p>Of course, this deal won’t solve all of Nio’s supply-chain problems. Still, it’s a step in the right direction as the Greenwing Resources deal could make Nio more self-sufficient.</p><h2>What You Can Do Now</h2><p>Nio’s arrangement with Greenwing Resources is certainly encouraging. That said, it’s probably not enough to inspire confidence in Nio’s investors right now.</p><p>As long as investors are jittery about China’s EV industry, NIO stock is susceptible to further downside. Therefore, cautious traders ought to consider holding off and waiting on the sidelines until conditions improve.</p></body></html>","source":"investorplace","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Now Is Not the Time to Park Any Money in NIO Stock</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNow Is Not the Time to Park Any Money in NIO Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-07 09:57 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/10/now-is-not-the-time-to-park-any-money-in-nio-stock/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nio (NIO), like other Chinese EV manufacturers, is struggling with battery-material sourcing and supply-chain woes in general.However, a deal with a lithium producer may help to alleviate these issues...</p>\n\n<a href=\"https://investorplace.com/2022/10/now-is-not-the-time-to-park-any-money-in-nio-stock/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","NIO.SI":"蔚来","09866":"蔚来-SW"},"source_url":"https://investorplace.com/2022/10/now-is-not-the-time-to-park-any-money-in-nio-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2273829845","content_text":"Nio (NIO), like other Chinese EV manufacturers, is struggling with battery-material sourcing and supply-chain woes in general.However, a deal with a lithium producer may help to alleviate these issues.Nevertheless, investors should tread carefully with NIO stock.Nio (NYSE:NIO) has to deal with many of the same issues that other Chinese electric vehicle (EV) manufacturers do. For example, the company has to contend with supply-chain constraints and the challenge of sourcing lithium for EV batteries. On the other hand, an arrangement with a lithium producer may provide an advantage for Nio. That said, it’s too early to declare victory and load up on NIO stock.Overeager EV-market investors have to face the facts. The industry has its growing pains, and it’s not always going to be a smooth ride. For instance, Britain-based research indicates that EV charge points are actually almost as expensive as gasoline.Meanwhile, EV makers in China have their own problems to deal with. Covid-19 lockdowns made already acute supply-chain issues even worse. Don’t misunderstand — Nio is a promising company in the global EV space. It’s just that the situation is too problematic to recommend making an investment now.What’s Happening With NIO Stock?2022 hasn’t been a great year for EV stocks generally. However, NIO stock has been particularly brutal, sliding from $33 in January to $15 and change by the end of September.The primary culprits, along with Covid-19 lockdowns, are supply-chain delays and the rising prices of EV batteries. These factors have increased costs for China-based EV manufacturers like Nio.A Wall Street Journal article described the Chinese EV market as “cutthroat” but also as “lucrative.” Industry-favorable policies in China include tax breaks and cash subsidies.These policies have boosted the nation’s EV use, to the point where in August, “nearly 30% of all passenger cars sold used new energy” in China. This bodes well for Nio, but sourcing lithium remains a challenge for all of China’s EV makers.A Deal With a Lithium Producer Might Help NioThis isn’t to suggest that the situation is hopeless. Indeed, Nio is being proactive by purchasing a stake in an Australian lithium producer, Greenwing Resources (OTCMKTS:BSSMF), to secure lithium for EV batteries.Granted, it will cost Nio a pretty penny as the automaker has agreed to pay $12 million for what will amount to a 12.16% stake in Greenwing. However, this deal should help to get battery-essential lithium out of the ground. Reportedly, “At least 80% of the proceeds from the placement will fund Greenwing’s exploration efforts in the San Jorge lithium project.”Of course, this deal won’t solve all of Nio’s supply-chain problems. Still, it’s a step in the right direction as the Greenwing Resources deal could make Nio more self-sufficient.What You Can Do NowNio’s arrangement with Greenwing Resources is certainly encouraging. That said, it’s probably not enough to inspire confidence in Nio’s investors right now.As long as investors are jittery about China’s EV industry, NIO stock is susceptible to further downside. Therefore, cautious traders ought to consider holding off and waiting on the sidelines until conditions improve.","news_type":1},"isVote":1,"tweetType":1,"viewCount":88,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9918230768,"gmtCreate":1664405182654,"gmtModify":1676537446409,"author":{"id":"3575455489344050","authorId":"3575455489344050","name":"Myname","avatar":"https://static.tigerbbs.com/3fff4aa421deeb7a8d801ab27a14a82f","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575455489344050","idStr":"3575455489344050"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9918230768","repostId":"1102244542","repostType":4,"repost":{"id":"1102244542","pubTimestamp":1664378284,"share":"https://ttm.financial/m/news/1102244542?lang=&edition=fundamental","pubTime":"2022-09-28 23:18","market":"us","language":"en","title":"Apple: A Bearish Sign For The First Time","url":"https://stock-news.laohu8.com/highlight/detail?id=1102244542","media":"Seeking Alpha","summary":"SummaryApple has been a solid company with solid fundamentals for the better part of the past 20 yea","content":"<html><head></head><body><p>Summary</p><ul><li>Apple has been a solid company with solid fundamentals for the better part of the past 20 years, but there&#39;s a recent sign that has me worried.</li><li>With the lack of new or innovative technologies, it can become a problem for the tech behemoth in the coming years.</li><li>As a result, I shift my bullish stance to a neutral to a slightly bearish one.</li></ul><p><a href=\"https://laohu8.com/S/AAPL\">Apple</a> has been one of the best and most solid investments for the better part of the past 20 years. As it released the iPhone in 2007, it began raking in amounts of money most other companies can only dream of and now they bring in billions from things like their Services segments, which is larger than some other companies bring in altogether.</p><p>But this past year there&#39;s been a warning sign I was looking out for a long time - as they shed their cash reserves for share buybacks and other compensation, they&#39;re losing their edge in the amount of investment and interest income they generate and now, for the very first time, they are paying more in interest expense than they&#39;re bringing in.</p><p>This in and of itself isn&#39;t all that bad considering they rake in about $100 billion in net income while paying just shy of $3 billion annually in interest expense. But with the lack of new innovative products, they&#39;ve been relying more on telecom companies&#39; incentive to sell their new iPhone than organic excitement.</p><p>Let&#39;s dive into the issues I see.</p><h3>Debt Load &amp; Interest Expense</h3><p>Beginning in 2013, the company started taking on long-term and short-term debt while interest rates were near zero to finance their operations while conserving cash overseas and investing it to bring in interest, which more than covered the interest expense on the low-interest debt. Since then, the debt has ballooned from about $16 billion to just shy of $110 billion, which was down to about $95 billion as of their latest financial reporting.</p><p>But then the Federal Reserve started raising interest rates and the company began paying more in interest expense. After the repatriation holiday in 2017, Apple brought back a big amount of their overseas cash which was being invested and spent the vast majority of it for share buybacks and other shareholder-friendly activities, which lowered their interest income.</p><p>Even though, as I mentioned earlier, the company has reduced their debt from $110 billion to $95 billion, their interest expense for the same time period increased from $2.6 billion to $2.8 billion. Although these numbers pale in comparison to their income and revenue generation, it&#39;s somewhat concerning in the long run given where interest rates are headed and the lower cash reserves the company has.</p><h3>Cash, Investments and Interest Income</h3><p>The company&#39;s cash and equivalents and short-term investments have been rising for the longest time as the company accumulated cash, but over the past few years, the company announced that it intended at getting to a cash-neutral position and spending it to fund share buybacks and other shareholder-friendly activities.</p><p>Apple had more than $100 billion in cash and short-term investment in September 2017, which decreased to under $50 billion as of today.</p><p>The more interesting part of this is the company&#39;s investments have been shrinking after the repatriation holiday back in 2017 allowed companies to bring back cash at record low tax rates, which were mostly used for share buybacks.</p><p>Apple had almost $200 billion of long-term investments in September 2017, which then slowly went down and hovers around $100 billion.</p><h3>The Result: All About The Interest Rates</h3><p>This resulted in the company&#39;s interest income to fall as their interest expense is expected to continue and climb:</p><p><img src=\"https://static.tigerbbs.com/9209feae93f89b97d8170d6ae749a21d\" tg-width=\"647\" tg-height=\"330\" referrerpolicy=\"no-referrer\"/>During the COVID-19 pandemic, interest rates went back to zero due to control measures by the Federal Reserve. But now, interest rates are expected to climb to records as the Federal Reserve tries to stem inflation. This means, I believe, that as the company&#39;s debt load has been increasing, they will be paying a big chunk more in expenses this year relative to last.</p><p>In the most recent reporting quarter, the company saw an 8.12% increase in interest expense relative to the same period last year as a result of the federal funds rate increasing from 0% to 0.75% in 2 stages throughout their reporting time period.</p><p>Given the fact that the federal funds rate has increased to 3% since then, I expect the company&#39;s interest expense to be higher by about 35% relative to last year, leading them to potentially pay over $3.5 billion for fiscal 2022.</p><p>On the face of it, this isn&#39;t all that bad, considering the fact that the company made about $100 billion last year in net income. But then there&#39;s the whole sales growth thing, which has me slightly more concerned than last time.</p><h3>Sales Growth To Underperform</h3><p>There are a few factors that make it hard for me to see Apple meeting the current sales growth projections.</p><p>The first is that they&#39;re way too reliant on telecom companies. These offer a free iPhone with a trade-in and some plan commitments, which is one of the major incentives that folks use in order to upgrade since the new iPhone has little improvement over the one before it, which was little improved over the one before it and so on.</p><p>While there&#39;s little to make me believe that telecom companies will stop this incentive altogether, I do think that there&#39;s a limit to the amount of cycles they&#39;ll do this as they shift to focus on customer retention and not only customer transfers or initiation. We&#39;ve seen this with other incentives - they take place for a business cycle or two and then shift to offering other services in place. If, and it&#39;s a big if, the iPhone 15 is to the iPhone 14 as the iPhone 14 is to the iPhone 13, I don&#39;t think the reception will be as good without these incentives to give Apple millions and millions of sales.</p><p>This is somewhat confirmed by the reception the phone had in China. New iPhone sales had a lukewarm reception in the company&#39;s second-largest market, where it&#39;s relying on for future sales growth, which doesn&#39;t have as many free upgrade offers. This is a result of individuals not wanting to spend all that money to upgrade for the sake of upgrading as there&#39;s little improvement outside the camera, which is already pro-level quality.</p><p>With these 2 main factors, I just don&#39;t see the company generating any meaningful revenues for the next 2-3 years. The added fact that they&#39;re spending more and more on research &amp; development each year with little to show for it (so far) is added to this underperformance projection by me.</p><h3>By The Numbers: Sales &amp; EPS</h3><p>The aforementioned factors lead me to believe that the company will likely underperform their current sales and EPS projections, which leads to them being fairly to slightly overvalued. This on its own means that the company may constitute a poor investment choice, but especially since we may be heading into a recession - the company&#39;s shares can underperform the broader market during that time period, which can be bad for investors.</p><p><img src=\"https://static.tigerbbs.com/ea69a11622481942c2d350d262e0d8ec\" tg-width=\"632\" tg-height=\"157\" referrerpolicy=\"no-referrer\"/>With these figures not yet accounting for the already-lackluster reception in China of the new iPhone, I believe that and the aforementioned overall future underperformance means that the company will be seeing a sub-3% average annual growth rate throughout the 2025 time period.</p><p>Given my earlier points about,</p><p>1 - Increased sales through telecom companies&#39; incentives means lower gross margins.</p><p>2 - Increased interest expense, lower interest income, SG&amp;A expenses and R&amp;D expenses means that the profit margin will be lower than in previous years.</p><p>3 - Lower than projected sales growth on the higher margin iPhones means margins will be lower.</p><p>I believe that the company&#39;s EPS growth rate will be lower than sales growth rate. Here are the current projections for reference:</p><p><img src=\"https://static.tigerbbs.com/68dcaf536e8ffc6aff7dc94c35e43c21\" tg-width=\"636\" tg-height=\"205\" referrerpolicy=\"no-referrer\"/>Comparing these EPS figures to the growth in sales and slightly overall lower margins means that, I believe, the company is likely to report low single-digit EPS growth over the coming time period through 2025 and is likely to report, if all else remains the same, a negative EPS growth rate in 2025.</p><h3>Conclusion - Avoiding</h3><p>The company, based on the aforementioned EPS projections, is trading at a forward price to earnings multiple of between 21x to 25x over the time period. This is overvaluing the company if their true growth rate is around the 2% to 3% mark through 2025, in my opinion.</p><p>This means that the company is likely slightly overvalued at current levels, and we shouldn&#39;t expect them to make any material gains in share price over the next 2-3 years. Since I believe this will be the case, I am shifting my bullish long-term stance on the company to a neutral one and have been shedding shares over the past few days and will continue to do so throughout the coming weeks.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple: A Bearish Sign For The First Time</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple: A Bearish Sign For The First Time\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-28 23:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4543468-apple-for-the-first-time-a-bearish-sign><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryApple has been a solid company with solid fundamentals for the better part of the past 20 years, but there's a recent sign that has me worried.With the lack of new or innovative technologies, ...</p>\n\n<a href=\"https://seekingalpha.com/article/4543468-apple-for-the-first-time-a-bearish-sign\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4543468-apple-for-the-first-time-a-bearish-sign","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1102244542","content_text":"SummaryApple has been a solid company with solid fundamentals for the better part of the past 20 years, but there's a recent sign that has me worried.With the lack of new or innovative technologies, it can become a problem for the tech behemoth in the coming years.As a result, I shift my bullish stance to a neutral to a slightly bearish one.Apple has been one of the best and most solid investments for the better part of the past 20 years. As it released the iPhone in 2007, it began raking in amounts of money most other companies can only dream of and now they bring in billions from things like their Services segments, which is larger than some other companies bring in altogether.But this past year there's been a warning sign I was looking out for a long time - as they shed their cash reserves for share buybacks and other compensation, they're losing their edge in the amount of investment and interest income they generate and now, for the very first time, they are paying more in interest expense than they're bringing in.This in and of itself isn't all that bad considering they rake in about $100 billion in net income while paying just shy of $3 billion annually in interest expense. But with the lack of new innovative products, they've been relying more on telecom companies' incentive to sell their new iPhone than organic excitement.Let's dive into the issues I see.Debt Load & Interest ExpenseBeginning in 2013, the company started taking on long-term and short-term debt while interest rates were near zero to finance their operations while conserving cash overseas and investing it to bring in interest, which more than covered the interest expense on the low-interest debt. Since then, the debt has ballooned from about $16 billion to just shy of $110 billion, which was down to about $95 billion as of their latest financial reporting.But then the Federal Reserve started raising interest rates and the company began paying more in interest expense. After the repatriation holiday in 2017, Apple brought back a big amount of their overseas cash which was being invested and spent the vast majority of it for share buybacks and other shareholder-friendly activities, which lowered their interest income.Even though, as I mentioned earlier, the company has reduced their debt from $110 billion to $95 billion, their interest expense for the same time period increased from $2.6 billion to $2.8 billion. Although these numbers pale in comparison to their income and revenue generation, it's somewhat concerning in the long run given where interest rates are headed and the lower cash reserves the company has.Cash, Investments and Interest IncomeThe company's cash and equivalents and short-term investments have been rising for the longest time as the company accumulated cash, but over the past few years, the company announced that it intended at getting to a cash-neutral position and spending it to fund share buybacks and other shareholder-friendly activities.Apple had more than $100 billion in cash and short-term investment in September 2017, which decreased to under $50 billion as of today.The more interesting part of this is the company's investments have been shrinking after the repatriation holiday back in 2017 allowed companies to bring back cash at record low tax rates, which were mostly used for share buybacks.Apple had almost $200 billion of long-term investments in September 2017, which then slowly went down and hovers around $100 billion.The Result: All About The Interest RatesThis resulted in the company's interest income to fall as their interest expense is expected to continue and climb:During the COVID-19 pandemic, interest rates went back to zero due to control measures by the Federal Reserve. But now, interest rates are expected to climb to records as the Federal Reserve tries to stem inflation. This means, I believe, that as the company's debt load has been increasing, they will be paying a big chunk more in expenses this year relative to last.In the most recent reporting quarter, the company saw an 8.12% increase in interest expense relative to the same period last year as a result of the federal funds rate increasing from 0% to 0.75% in 2 stages throughout their reporting time period.Given the fact that the federal funds rate has increased to 3% since then, I expect the company's interest expense to be higher by about 35% relative to last year, leading them to potentially pay over $3.5 billion for fiscal 2022.On the face of it, this isn't all that bad, considering the fact that the company made about $100 billion last year in net income. But then there's the whole sales growth thing, which has me slightly more concerned than last time.Sales Growth To UnderperformThere are a few factors that make it hard for me to see Apple meeting the current sales growth projections.The first is that they're way too reliant on telecom companies. These offer a free iPhone with a trade-in and some plan commitments, which is one of the major incentives that folks use in order to upgrade since the new iPhone has little improvement over the one before it, which was little improved over the one before it and so on.While there's little to make me believe that telecom companies will stop this incentive altogether, I do think that there's a limit to the amount of cycles they'll do this as they shift to focus on customer retention and not only customer transfers or initiation. We've seen this with other incentives - they take place for a business cycle or two and then shift to offering other services in place. If, and it's a big if, the iPhone 15 is to the iPhone 14 as the iPhone 14 is to the iPhone 13, I don't think the reception will be as good without these incentives to give Apple millions and millions of sales.This is somewhat confirmed by the reception the phone had in China. New iPhone sales had a lukewarm reception in the company's second-largest market, where it's relying on for future sales growth, which doesn't have as many free upgrade offers. This is a result of individuals not wanting to spend all that money to upgrade for the sake of upgrading as there's little improvement outside the camera, which is already pro-level quality.With these 2 main factors, I just don't see the company generating any meaningful revenues for the next 2-3 years. The added fact that they're spending more and more on research & development each year with little to show for it (so far) is added to this underperformance projection by me.By The Numbers: Sales & EPSThe aforementioned factors lead me to believe that the company will likely underperform their current sales and EPS projections, which leads to them being fairly to slightly overvalued. This on its own means that the company may constitute a poor investment choice, but especially since we may be heading into a recession - the company's shares can underperform the broader market during that time period, which can be bad for investors.With these figures not yet accounting for the already-lackluster reception in China of the new iPhone, I believe that and the aforementioned overall future underperformance means that the company will be seeing a sub-3% average annual growth rate throughout the 2025 time period.Given my earlier points about,1 - Increased sales through telecom companies' incentives means lower gross margins.2 - Increased interest expense, lower interest income, SG&A expenses and R&D expenses means that the profit margin will be lower than in previous years.3 - Lower than projected sales growth on the higher margin iPhones means margins will be lower.I believe that the company's EPS growth rate will be lower than sales growth rate. Here are the current projections for reference:Comparing these EPS figures to the growth in sales and slightly overall lower margins means that, I believe, the company is likely to report low single-digit EPS growth over the coming time period through 2025 and is likely to report, if all else remains the same, a negative EPS growth rate in 2025.Conclusion - AvoidingThe company, based on the aforementioned EPS projections, is trading at a forward price to earnings multiple of between 21x to 25x over the time period. This is overvaluing the company if their true growth rate is around the 2% to 3% mark through 2025, in my opinion.This means that the company is likely slightly overvalued at current levels, and we shouldn't expect them to make any material gains in share price over the next 2-3 years. Since I believe this will be the case, I am shifting my bullish long-term stance on the company to a neutral one and have been shedding shares over the past few days and will continue to do so throughout the coming weeks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":95,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9998381982,"gmtCreate":1660947307148,"gmtModify":1676536426213,"author":{"id":"3575455489344050","authorId":"3575455489344050","name":"Myname","avatar":"https://static.tigerbbs.com/3fff4aa421deeb7a8d801ab27a14a82f","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575455489344050","idStr":"3575455489344050"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9998381982","repostId":"1117983793","repostType":4,"repost":{"id":"1117983793","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1660918975,"share":"https://ttm.financial/m/news/1117983793?lang=&edition=fundamental","pubTime":"2022-08-19 22:22","market":"us","language":"en","title":"$100M College Whiz Who Scored As BBBY Squeezed Says He \"Wasn't That Aware It Was A Meme\"","url":"https://stock-news.laohu8.com/highlight/detail?id=1117983793","media":"Benzinga","summary":"ZINGER KEY POINTS“I wasn’t that aware it was a meme stock,” Jake Freeman told Benzinga.Investor focu","content":"<html><head></head><body><h2>ZINGER KEY POINTS</h2><ul><li>“I wasn’t that aware it was a meme stock,” Jake Freeman told Benzinga.</li><li>Investor focus now, however, is on MindMed, which was co-Founded by Jake&#39;s uncle.</li></ul><p><img src=\"https://static.tigerbbs.com/2254510fd8e5225fad6178e4e1680a38\" tg-width=\"5616\" tg-height=\"3744\" referrerpolicy=\"no-referrer\"/><b>Jake Freeman</b>, the 20-year-old college student who reportedly banked $100 million trading Bed Bath and Beyond stock, purchased 4.69 million shares of the retailer <b>Bed Bath &amp; Beyond Inc</b></p><p>BBBY in July at roughly $5.20 per share along with his uncle, Dr. <b>Scott Freeman.</b></p><p>That netted their Freeman Capital Management family fund a 6.21% passive stake in the meme stock.</p><p>“I wasn’t that aware it was a meme stock,” the University of Southern California student told Benzinga on Thursday.</p><p>“I approached it more from a mathematical side — looking at the balance sheet and the intersection of the debt side, the equity. I did not expect in any way the stock going up so fast.”</p><p><b>The Bed Bath &amp; Beyond Investor&#39;s Plan:</b> In a July 21letter to Bed Bath &amp; Beyond, the younger Freeman outlined Freeman Capital’s plan for the realignment of the retailer, which consisted of two crucial legs: cutting debt and raising capital.</p><p>Fast forward just four weeks later, coupled with a carefully orchestrated short squeeze by Reddit&#39;s WallStreetBets community known as the &#34;Apes,&#34; shares of Bed Bath rocketed to $28.60 at the highs on Tuesday — the same day Freeman Capital exited its entire stake in the company.</p><p>Curiously, on the same day, <b>GameStop Corp.</b> Chairman <b>Ryan Cohen</b>, who sparked the Bed Bath &amp; Beyond fanfare with the Apes, filed with the SEC saying he intended to sell as many as 9.45 million shares of the company beginning that day.</p><p>The Freeman Family Fund&#39;s sale was well-timed. It closed at more than $130 million after spending $25 million in the initial investment, netting around $105-$110 million, or between 420%-460%.</p><p><b>MindMed Shares Skyrocket:</b> Jake, who previously interned at Volaris Capital Management invests with his uncle Scott, who is the co-founder and former chief medical officer of <b>Mind Medicine (MindMed) Inc</b>. MindMed shares rocketed 77.4% from the previous day&#39;s highs on Thursday after the Bed Bath &amp; Beyond sale was disclosed.</p><p><i>Read more: EXCLUSIVE: Food Wholesaler Talks Crazy Chicken And Beef Prices — &#39;Fresh Meat Arbitrage&#39;</i></p><p>The investor focus is now on MindMed, which was originally a privately owned company, Savant, co-founded Scott.</p><p>The Freemans have built a 5.6% stake in the company and sent astrategic value enhancement planto MindMed, outlining the fund&#39;s interest in working &#34;hand-in-hand&#34; to cut the development time of MindMed&#39;s two original drugs and slash its annual cash-burn rate.</p><p>Analyzing the letter, which the younger Freeman confirmed to Benzinga, FCM is focusing on MindMed&#39;s core drugs, cutting cash burn and terminating MindMed&#39;s at-the-money equity offering.</p><p>“I’ve been in drug development since I was in high school,” Scott said in an Aug. 16 interview on the YouTube channel Psychedelic Invest.</p><p>“About 13 years ago I partnered with <b>Stephen Hurst</b> and we founded a company called Savant.It was a private company working on drugs to treat addiction.”</p><p>After MindMed bought Savant, where he was previously CMO, Scott became the company&#39;s first CMO. Heleft the organizationaround a year after he arrived, making him the first senior member of the team to do so.</p><p>Benzinga asked the younger Freeman why Scott left the company; he said he could not divulge the reason for Freeman’s departure due to a non-disclosure agreement.</p><p>“As a co-founder,” Scott said in the aforementioned interview. “I’ve been sitting on the sidelines watching, and one of the reasons why I want to go back is that I think there are things that I think need to be done differently.”</p><p>In the letter to MindMed, the pair call for an overhaul of the company, including cutting 11 of its 22 employees; the elimination of more than $21.8 million in non-core expenditures; and half of its cash burn rate over time.</p><p>It also calls for the immediate development of a proposal to approach the FDA to upgrade its MM-120 drug from a Phase 2 trial to a Phase 3 trial, which the Freemans said could bring the drug to market in four years rather than the expected seven to eight years.</p><p>The enhancement plan calls for a 50% reduction in executive compensation as well.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>$100M College Whiz Who Scored As BBBY Squeezed Says He \"Wasn't That Aware It Was A Meme\"</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; 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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\">\n$100M College Whiz Who Scored As BBBY Squeezed Says He \"Wasn't That Aware It Was A Meme\"\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2022-08-19 22:22</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><h2>ZINGER KEY POINTS</h2><ul><li>“I wasn’t that aware it was a meme stock,” Jake Freeman told Benzinga.</li><li>Investor focus now, however, is on MindMed, which was co-Founded by Jake&#39;s uncle.</li></ul><p><img src=\"https://static.tigerbbs.com/2254510fd8e5225fad6178e4e1680a38\" tg-width=\"5616\" tg-height=\"3744\" referrerpolicy=\"no-referrer\"/><b>Jake Freeman</b>, the 20-year-old college student who reportedly banked $100 million trading Bed Bath and Beyond stock, purchased 4.69 million shares of the retailer <b>Bed Bath &amp; Beyond Inc</b></p><p>BBBY in July at roughly $5.20 per share along with his uncle, Dr. <b>Scott Freeman.</b></p><p>That netted their Freeman Capital Management family fund a 6.21% passive stake in the meme stock.</p><p>“I wasn’t that aware it was a meme stock,” the University of Southern California student told Benzinga on Thursday.</p><p>“I approached it more from a mathematical side — looking at the balance sheet and the intersection of the debt side, the equity. I did not expect in any way the stock going up so fast.”</p><p><b>The Bed Bath &amp; Beyond Investor&#39;s Plan:</b> In a July 21letter to Bed Bath &amp; Beyond, the younger Freeman outlined Freeman Capital’s plan for the realignment of the retailer, which consisted of two crucial legs: cutting debt and raising capital.</p><p>Fast forward just four weeks later, coupled with a carefully orchestrated short squeeze by Reddit&#39;s WallStreetBets community known as the &#34;Apes,&#34; shares of Bed Bath rocketed to $28.60 at the highs on Tuesday — the same day Freeman Capital exited its entire stake in the company.</p><p>Curiously, on the same day, <b>GameStop Corp.</b> Chairman <b>Ryan Cohen</b>, who sparked the Bed Bath &amp; Beyond fanfare with the Apes, filed with the SEC saying he intended to sell as many as 9.45 million shares of the company beginning that day.</p><p>The Freeman Family Fund&#39;s sale was well-timed. It closed at more than $130 million after spending $25 million in the initial investment, netting around $105-$110 million, or between 420%-460%.</p><p><b>MindMed Shares Skyrocket:</b> Jake, who previously interned at Volaris Capital Management invests with his uncle Scott, who is the co-founder and former chief medical officer of <b>Mind Medicine (MindMed) Inc</b>. MindMed shares rocketed 77.4% from the previous day&#39;s highs on Thursday after the Bed Bath &amp; Beyond sale was disclosed.</p><p><i>Read more: EXCLUSIVE: Food Wholesaler Talks Crazy Chicken And Beef Prices — &#39;Fresh Meat Arbitrage&#39;</i></p><p>The investor focus is now on MindMed, which was originally a privately owned company, Savant, co-founded Scott.</p><p>The Freemans have built a 5.6% stake in the company and sent astrategic value enhancement planto MindMed, outlining the fund&#39;s interest in working &#34;hand-in-hand&#34; to cut the development time of MindMed&#39;s two original drugs and slash its annual cash-burn rate.</p><p>Analyzing the letter, which the younger Freeman confirmed to Benzinga, FCM is focusing on MindMed&#39;s core drugs, cutting cash burn and terminating MindMed&#39;s at-the-money equity offering.</p><p>“I’ve been in drug development since I was in high school,” Scott said in an Aug. 16 interview on the YouTube channel Psychedelic Invest.</p><p>“About 13 years ago I partnered with <b>Stephen Hurst</b> and we founded a company called Savant.It was a private company working on drugs to treat addiction.”</p><p>After MindMed bought Savant, where he was previously CMO, Scott became the company&#39;s first CMO. Heleft the organizationaround a year after he arrived, making him the first senior member of the team to do so.</p><p>Benzinga asked the younger Freeman why Scott left the company; he said he could not divulge the reason for Freeman’s departure due to a non-disclosure agreement.</p><p>“As a co-founder,” Scott said in the aforementioned interview. “I’ve been sitting on the sidelines watching, and one of the reasons why I want to go back is that I think there are things that I think need to be done differently.”</p><p>In the letter to MindMed, the pair call for an overhaul of the company, including cutting 11 of its 22 employees; the elimination of more than $21.8 million in non-core expenditures; and half of its cash burn rate over time.</p><p>It also calls for the immediate development of a proposal to approach the FDA to upgrade its MM-120 drug from a Phase 2 trial to a Phase 3 trial, which the Freemans said could bring the drug to market in four years rather than the expected seven to eight years.</p><p>The enhancement plan calls for a 50% reduction in executive compensation as well.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BBBY":"3B家居","MNMD":"Mind Medicine (MindMed) Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117983793","content_text":"ZINGER KEY POINTS“I wasn’t that aware it was a meme stock,” Jake Freeman told Benzinga.Investor focus now, however, is on MindMed, which was co-Founded by Jake's uncle.Jake Freeman, the 20-year-old college student who reportedly banked $100 million trading Bed Bath and Beyond stock, purchased 4.69 million shares of the retailer Bed Bath & Beyond IncBBBY in July at roughly $5.20 per share along with his uncle, Dr. Scott Freeman.That netted their Freeman Capital Management family fund a 6.21% passive stake in the meme stock.“I wasn’t that aware it was a meme stock,” the University of Southern California student told Benzinga on Thursday.“I approached it more from a mathematical side — looking at the balance sheet and the intersection of the debt side, the equity. I did not expect in any way the stock going up so fast.”The Bed Bath & Beyond Investor's Plan: In a July 21letter to Bed Bath & Beyond, the younger Freeman outlined Freeman Capital’s plan for the realignment of the retailer, which consisted of two crucial legs: cutting debt and raising capital.Fast forward just four weeks later, coupled with a carefully orchestrated short squeeze by Reddit's WallStreetBets community known as the \"Apes,\" shares of Bed Bath rocketed to $28.60 at the highs on Tuesday — the same day Freeman Capital exited its entire stake in the company.Curiously, on the same day, GameStop Corp. Chairman Ryan Cohen, who sparked the Bed Bath & Beyond fanfare with the Apes, filed with the SEC saying he intended to sell as many as 9.45 million shares of the company beginning that day.The Freeman Family Fund's sale was well-timed. It closed at more than $130 million after spending $25 million in the initial investment, netting around $105-$110 million, or between 420%-460%.MindMed Shares Skyrocket: Jake, who previously interned at Volaris Capital Management invests with his uncle Scott, who is the co-founder and former chief medical officer of Mind Medicine (MindMed) Inc. MindMed shares rocketed 77.4% from the previous day's highs on Thursday after the Bed Bath & Beyond sale was disclosed.Read more: EXCLUSIVE: Food Wholesaler Talks Crazy Chicken And Beef Prices — 'Fresh Meat Arbitrage'The investor focus is now on MindMed, which was originally a privately owned company, Savant, co-founded Scott.The Freemans have built a 5.6% stake in the company and sent astrategic value enhancement planto MindMed, outlining the fund's interest in working \"hand-in-hand\" to cut the development time of MindMed's two original drugs and slash its annual cash-burn rate.Analyzing the letter, which the younger Freeman confirmed to Benzinga, FCM is focusing on MindMed's core drugs, cutting cash burn and terminating MindMed's at-the-money equity offering.“I’ve been in drug development since I was in high school,” Scott said in an Aug. 16 interview on the YouTube channel Psychedelic Invest.“About 13 years ago I partnered with Stephen Hurst and we founded a company called Savant.It was a private company working on drugs to treat addiction.”After MindMed bought Savant, where he was previously CMO, Scott became the company's first CMO. Heleft the organizationaround a year after he arrived, making him the first senior member of the team to do so.Benzinga asked the younger Freeman why Scott left the company; he said he could not divulge the reason for Freeman’s departure due to a non-disclosure agreement.“As a co-founder,” Scott said in the aforementioned interview. “I’ve been sitting on the sidelines watching, and one of the reasons why I want to go back is that I think there are things that I think need to be done differently.”In the letter to MindMed, the pair call for an overhaul of the company, including cutting 11 of its 22 employees; the elimination of more than $21.8 million in non-core expenditures; and half of its cash burn rate over time.It also calls for the immediate development of a proposal to approach the FDA to upgrade its MM-120 drug from a Phase 2 trial to a Phase 3 trial, which the Freemans said could bring the drug to market in four years rather than the expected seven to eight years.The enhancement plan calls for a 50% reduction in executive compensation as well.","news_type":1},"isVote":1,"tweetType":1,"viewCount":128,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9076929186,"gmtCreate":1657774656445,"gmtModify":1676536060439,"author":{"id":"3575455489344050","authorId":"3575455489344050","name":"Myname","avatar":"https://static.tigerbbs.com/3fff4aa421deeb7a8d801ab27a14a82f","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575455489344050","idStr":"3575455489344050"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9076929186","repostId":"1170105164","repostType":4,"repost":{"id":"1170105164","pubTimestamp":1657767549,"share":"https://ttm.financial/m/news/1170105164?lang=&edition=fundamental","pubTime":"2022-07-14 10:59","market":"us","language":"en","title":"3 Warning Signs From the 9.1% Red-Hot Inflation Report—and 3 Signs of Real Hope","url":"https://stock-news.laohu8.com/highlight/detail?id=1170105164","media":"Fortune","summary":"U.S. inflation came in hotter than expected in June as Americans continued to grapple with sky-high ","content":"<html><head></head><body><p>U.S. inflation came in hotter than expected in June as Americans continued to grapple with sky-high gas prices and soaring rent costs.</p><p>The consumer price index (CPI) rose at a 9.1% annual rate last month, the Labor Department reported on Wednesday. That marks the largest annual increase in the popular inflation gauge since November 1981.</p><p>The latest numbers blew past expectations, as economists on Wall Street had projected an 8.8% annual jump.</p><p>While some investment banks thought inflation would hit its peak months ago, consumer prices have remained elevated in the U.S., and the recent downturn in commodity prices and the cooling housing market have yet to be reflected in CPI data.</p><p>“Peak inflation will have to wait,” Rusty Vanneman, the chief investment strategist at Orion Advisor Solutions, told Fortune. “While there are some hopeful signs that we’re getting close to the peak in the inflation growth rate, such as lower commodity prices, we likely won’t see the actual peak for months, if not until early next year.”</p><p>The rising cost of living for Americans in June leaves the Federal Reserve on track for another interest rate hike at their next Federal Open Market Committee (FOMC) meeting later this month. So far this year, the Fed has increased rates three times in an attempt to cool the economy and combat inflation, but some experts are now calling for an even more aggressive stance.</p><p>“The Fed is still behind the curve, even after a few rate hikes this year and the start of its balance sheet reduction plans,” Nancy Davis, the founder of Quadratic Capital Management, told Fortune.</p><p>Quincy Krosby, the chief equity strategist at LPL Financial, went so far as to argue that a 1% rate hike could be in the cards for the Fed this month after June’s red-hot inflation reading. And Bill Adams, the chief economist at Comerica Bank, noted that “a full percentage point increase looks likelier than a half percentage point one.”</p><p>The latest CPI data has some economists worried that inflation could prove to be a more persistent issue than the Fed is anticipating, but others argue that there are positive signs that indicate consumer prices could fall through the second half of the year.</p><p>Here’s the bad news about the latest numbers, but also some positive signs that inflation could be near its peak.</p><h2>3 warning signs</h2><h3>High headline and services inflation</h3><p>Headline inflation, which unlike core inflation includes volatile food and energy prices, came in well above economists’ expectations in June.</p><p>The European energy crisis, which has been exacerbated by the ongoing war in Ukraine and subsequent western sanctions, has thrown global energy markets into chaos in recent months.</p><p>As a result, energy prices surged 41.6% year over year in June, with gasoline prices rising 60% compared to a year ago, and electricity costs jumping 13.7% over the same period. That pushed headline inflation well above economists’ estimates.</p><p>The headline inflation data also revealed a disturbing trend for services inflation. For months now, economists have been talking about an ongoing rotation from goods spending to services spending as Americans get back to their summer travel plans with COVID-19 restrictions fading.</p><p>In June, we saw the rotation economists were expecting, but unfortunately, the increased services spending is leading to inflation in the sector that could prove to have more staying power.</p><p>&#34;Today’s print blew past expectations, but the worst element of it is that, as predicted, services inflation is really picking up now to match goods inflation,” Stephen Miran, the cofounder of Amberwave Partners and a former senior adviser for economic policy at the Department of the Treasury, told Fortune. “Services inflation tends to be a lot stickier and requires a recession to bring it down. We might not see services inflation back in a comfortable zone until 2024.&#34;</p><p>Services inflation, excluding energy services, rose 0.7% in June, up from 0.6% in May, and now stands at a 5.5% annual rate. Airfares were a major leader in the sector, with prices rising 34.6% from a year ago.</p><h3>Broad-based inflation and the soaring cost of rent</h3><p>Inflation in June was also very broad-based, with core CPI, which excludes volatile food and energy prices, rising 5.9% compared to a year ago. Economists on Wall Street were expecting a 5.7% jump.</p><p>The major driver of core inflation was shelter costs, which represent roughly one-third of CPI.</p><p>Shelter costs jumped 5.6% from a year ago in June, after rising just 1.7% in the previous three months combined. Quadratic Capital Management’s Nancy Davis says there could be more room for shelter costs to rise moving forward as well, given the jump in home prices over the past year.</p><p>“Is there anything in the U.S. whose price has increased by that little in the past quarter? Does that seem even close to an accurate number to anyone familiar with rental costs?” Davis said of the latest shelter CPI data. “For perspective, the S&amp;P/Case-Shiller National Home Price Index is up about 20% year over year. We would expect some difference between the CPI ‘shelter’ number and the Case-Shiller Index. One measures rent and the other the value of single-family housing. But a difference of 400%? Someone is way off.”</p><h3>Persistent food inflation and a big risk for stock investors</h3><p>Food inflation also continued to be an issue in June, with the food index rising 10.4% compared to a year ago. Food-at-home costs have now jumped by at least 1% for six straight months.</p><p>Curt Covington, the senior director of partner relations at AgAmerica, America’s largest nonbank agricultural lending firm, told Fortune that unless energy and commodity prices fall substantially, food inflation will continue to be an issue.</p><p>“The biggest impact affecting the agriculture sector, apart from rising interest rates, is inflation in the energy sector and the rising prices of input costs. Increased input costs cut into the already thin revenue margins for the farmer and the additional costs are then passed along to the consumer,” he said. “While the Fed is doing what they can, I anticipate that inflationary pressure won’t ease until sometime next year.”</p><p>David Russell, VP of market intelligence at the online securities and futures brokerage firm TradeStation Group, also told Fortune that this latest CPI reading is a “big risk for stocks.”</p><p>“Wall Street is already expecting the slowest profit growth since late 2020, so the mood could remain pretty grim with results due in the coming weeks,” he said.</p><h2><img src=\"https://static.tigerbbs.com/f28a7aac4a4f4f2cc6be85ebe1af4c98\" tg-width=\"705\" tg-height=\"470\" width=\"100%\" height=\"auto\"/>A few positives</h2><h3>Gas prices are driving inflation—and they’ve been coming down</h3><p>There were some bright spots in June’s inflation reading, however.</p><p>First, gas prices were a major contributor to CPI last month, but prices at the pump have come down from highs of over $5 per gallon in June to just $4.63 as of Wednesday, AAA data shows.</p><p>President Biden said in a statement on Wednesday that while inflation remains “unacceptably high,” the latest CPI data is also “out-of-date,” because it measures price increases that have already happened.</p><p>“Energy alone comprised nearly half of the monthly increase in inflation. Today’s data does not reflect the full impact of nearly 30 days of decreases in gas prices, that have reduced the price at the pump by about 40 cents since mid-June,” he said.</p><h3>A global, not local, phenomenon</h3><p>Secondly, inflation remains a global issue. Countries around the world are experiencing rising consumer prices due to the ongoing war in Ukraine, COVID-19 lockdowns, and deglobalization, not just the U.S.</p><p>Inflation in Argentina topped 60% in May, according to the country&#39;s INDEC statistics agency. And economists surveyed by the country’s central bank forecast a nearly 73% annual inflation rate by the end of the year, Bloomberg reported in June.</p><p>But not only the countries that have typically dealt with high inflation are seeing price increases.</p><p>Inflation in the U.K. also hit a 40-year high in May, rising at a 9.1% annual rate. And euroarea annual inflation is expected to top 8.6% in June. Even Japan, which has historically dealt with deflation, is seeing consumer price increases become an issue of late.</p><h3>Some positive expert predictions</h3><p>Not every economist or Wall Street analyst is predicting doom and gloom when it comes to inflation.</p><p>Amberwave Partners’ Stephen Miran said that he expects “core goods inflation to come down to earth” in the months ahead. He pointed to rising inventories at retailers, which will lead to stockpiles of electrical components and other goods, as a key to the incoming reduction of price pressures.</p><p>And Mark Haefele, the chief investment officer at UBS Global Wealth Management, said in a Wednesday note that he believes inflation will begin to fall in the coming months.</p><p>“We continue to think inflation will start returning to more normal levels, averting the need for a further hawkish turn in monetary policy,” he said. “This process, however, will be gradual, and inflation will likely remain above the Fed’s 2% target for some time to come.”</p><p>Finally, Jay Hatfield, chief executive officer at Infrastructure Capital Management, told Fortune that he expects the strong U.S. dollar will help to push commodity prices lower in the second half of the year, leading inflation to fall.</p><p>“We forecast that this print will mark the peak of inflation as the Fed&#39;s 15% shrinkage of the monetary base, which is the fastest decline since the Great Depression, will curb inflation,” he said.</p></body></html>","source":"lsy1618285953446","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Warning Signs From the 9.1% Red-Hot Inflation Report—and 3 Signs of Real Hope</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; 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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\">\n3 Warning Signs From the 9.1% Red-Hot Inflation Report—and 3 Signs of Real Hope\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-14 10:59 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://fortune.com/2022/07/13/inflation-3-warning-signs-red-hot-cpi-data/><strong>Fortune</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>U.S. inflation came in hotter than expected in June as Americans continued to grapple with sky-high gas prices and soaring rent costs.The consumer price index (CPI) rose at a 9.1% annual rate last ...</p>\n\n<a href=\"https://fortune.com/2022/07/13/inflation-3-warning-signs-red-hot-cpi-data/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://fortune.com/2022/07/13/inflation-3-warning-signs-red-hot-cpi-data/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170105164","content_text":"U.S. inflation came in hotter than expected in June as Americans continued to grapple with sky-high gas prices and soaring rent costs.The consumer price index (CPI) rose at a 9.1% annual rate last month, the Labor Department reported on Wednesday. That marks the largest annual increase in the popular inflation gauge since November 1981.The latest numbers blew past expectations, as economists on Wall Street had projected an 8.8% annual jump.While some investment banks thought inflation would hit its peak months ago, consumer prices have remained elevated in the U.S., and the recent downturn in commodity prices and the cooling housing market have yet to be reflected in CPI data.“Peak inflation will have to wait,” Rusty Vanneman, the chief investment strategist at Orion Advisor Solutions, told Fortune. “While there are some hopeful signs that we’re getting close to the peak in the inflation growth rate, such as lower commodity prices, we likely won’t see the actual peak for months, if not until early next year.”The rising cost of living for Americans in June leaves the Federal Reserve on track for another interest rate hike at their next Federal Open Market Committee (FOMC) meeting later this month. So far this year, the Fed has increased rates three times in an attempt to cool the economy and combat inflation, but some experts are now calling for an even more aggressive stance.“The Fed is still behind the curve, even after a few rate hikes this year and the start of its balance sheet reduction plans,” Nancy Davis, the founder of Quadratic Capital Management, told Fortune.Quincy Krosby, the chief equity strategist at LPL Financial, went so far as to argue that a 1% rate hike could be in the cards for the Fed this month after June’s red-hot inflation reading. And Bill Adams, the chief economist at Comerica Bank, noted that “a full percentage point increase looks likelier than a half percentage point one.”The latest CPI data has some economists worried that inflation could prove to be a more persistent issue than the Fed is anticipating, but others argue that there are positive signs that indicate consumer prices could fall through the second half of the year.Here’s the bad news about the latest numbers, but also some positive signs that inflation could be near its peak.3 warning signsHigh headline and services inflationHeadline inflation, which unlike core inflation includes volatile food and energy prices, came in well above economists’ expectations in June.The European energy crisis, which has been exacerbated by the ongoing war in Ukraine and subsequent western sanctions, has thrown global energy markets into chaos in recent months.As a result, energy prices surged 41.6% year over year in June, with gasoline prices rising 60% compared to a year ago, and electricity costs jumping 13.7% over the same period. That pushed headline inflation well above economists’ estimates.The headline inflation data also revealed a disturbing trend for services inflation. For months now, economists have been talking about an ongoing rotation from goods spending to services spending as Americans get back to their summer travel plans with COVID-19 restrictions fading.In June, we saw the rotation economists were expecting, but unfortunately, the increased services spending is leading to inflation in the sector that could prove to have more staying power.\"Today’s print blew past expectations, but the worst element of it is that, as predicted, services inflation is really picking up now to match goods inflation,” Stephen Miran, the cofounder of Amberwave Partners and a former senior adviser for economic policy at the Department of the Treasury, told Fortune. “Services inflation tends to be a lot stickier and requires a recession to bring it down. We might not see services inflation back in a comfortable zone until 2024.\"Services inflation, excluding energy services, rose 0.7% in June, up from 0.6% in May, and now stands at a 5.5% annual rate. Airfares were a major leader in the sector, with prices rising 34.6% from a year ago.Broad-based inflation and the soaring cost of rentInflation in June was also very broad-based, with core CPI, which excludes volatile food and energy prices, rising 5.9% compared to a year ago. Economists on Wall Street were expecting a 5.7% jump.The major driver of core inflation was shelter costs, which represent roughly one-third of CPI.Shelter costs jumped 5.6% from a year ago in June, after rising just 1.7% in the previous three months combined. Quadratic Capital Management’s Nancy Davis says there could be more room for shelter costs to rise moving forward as well, given the jump in home prices over the past year.“Is there anything in the U.S. whose price has increased by that little in the past quarter? Does that seem even close to an accurate number to anyone familiar with rental costs?” Davis said of the latest shelter CPI data. “For perspective, the S&P/Case-Shiller National Home Price Index is up about 20% year over year. We would expect some difference between the CPI ‘shelter’ number and the Case-Shiller Index. One measures rent and the other the value of single-family housing. But a difference of 400%? Someone is way off.”Persistent food inflation and a big risk for stock investorsFood inflation also continued to be an issue in June, with the food index rising 10.4% compared to a year ago. Food-at-home costs have now jumped by at least 1% for six straight months.Curt Covington, the senior director of partner relations at AgAmerica, America’s largest nonbank agricultural lending firm, told Fortune that unless energy and commodity prices fall substantially, food inflation will continue to be an issue.“The biggest impact affecting the agriculture sector, apart from rising interest rates, is inflation in the energy sector and the rising prices of input costs. Increased input costs cut into the already thin revenue margins for the farmer and the additional costs are then passed along to the consumer,” he said. “While the Fed is doing what they can, I anticipate that inflationary pressure won’t ease until sometime next year.”David Russell, VP of market intelligence at the online securities and futures brokerage firm TradeStation Group, also told Fortune that this latest CPI reading is a “big risk for stocks.”“Wall Street is already expecting the slowest profit growth since late 2020, so the mood could remain pretty grim with results due in the coming weeks,” he said.A few positivesGas prices are driving inflation—and they’ve been coming downThere were some bright spots in June’s inflation reading, however.First, gas prices were a major contributor to CPI last month, but prices at the pump have come down from highs of over $5 per gallon in June to just $4.63 as of Wednesday, AAA data shows.President Biden said in a statement on Wednesday that while inflation remains “unacceptably high,” the latest CPI data is also “out-of-date,” because it measures price increases that have already happened.“Energy alone comprised nearly half of the monthly increase in inflation. Today’s data does not reflect the full impact of nearly 30 days of decreases in gas prices, that have reduced the price at the pump by about 40 cents since mid-June,” he said.A global, not local, phenomenonSecondly, inflation remains a global issue. Countries around the world are experiencing rising consumer prices due to the ongoing war in Ukraine, COVID-19 lockdowns, and deglobalization, not just the U.S.Inflation in Argentina topped 60% in May, according to the country's INDEC statistics agency. And economists surveyed by the country’s central bank forecast a nearly 73% annual inflation rate by the end of the year, Bloomberg reported in June.But not only the countries that have typically dealt with high inflation are seeing price increases.Inflation in the U.K. also hit a 40-year high in May, rising at a 9.1% annual rate. And euroarea annual inflation is expected to top 8.6% in June. Even Japan, which has historically dealt with deflation, is seeing consumer price increases become an issue of late.Some positive expert predictionsNot every economist or Wall Street analyst is predicting doom and gloom when it comes to inflation.Amberwave Partners’ Stephen Miran said that he expects “core goods inflation to come down to earth” in the months ahead. He pointed to rising inventories at retailers, which will lead to stockpiles of electrical components and other goods, as a key to the incoming reduction of price pressures.And Mark Haefele, the chief investment officer at UBS Global Wealth Management, said in a Wednesday note that he believes inflation will begin to fall in the coming months.“We continue to think inflation will start returning to more normal levels, averting the need for a further hawkish turn in monetary policy,” he said. “This process, however, will be gradual, and inflation will likely remain above the Fed’s 2% target for some time to come.”Finally, Jay Hatfield, chief executive officer at Infrastructure Capital Management, told Fortune that he expects the strong U.S. dollar will help to push commodity prices lower in the second half of the year, leading inflation to fall.“We forecast that this print will mark the peak of inflation as the Fed's 15% shrinkage of the monetary base, which is the fastest decline since the Great Depression, will curb inflation,” he said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":369,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}