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Kaizad
2023-07-14
Surprise surprise
Kaizad
2022-12-18
Can imagine the frustration with things not going your way[Duh]
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Kaizad
2022-01-06
Just keeps getting better
Kaizad
2021-09-09
Wood is a visionary!! My bet is on her.
Wall Street's hottest investor is betting big on a handful of stocks. Critics say she's playing with fire
Kaizad
2021-08-27
No one wants to leave the party. Stay invested for the long run. Keep trading on the sideto play catch up.
The S&P 500 will keep going up this fall — for these 9 reasons
Kaizad
2021-08-26
Looking forward for a big boost
Kaizad
2021-08-26
Thanks for heads up
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Kaizad
2021-08-26
Bullish ⬆️
This could be Apple's next $20 billion business
Kaizad
2021-08-26
Will be interesting to see who has the last laugh.
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Go to Tiger App to see more news
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imagine the frustration with things not going your way[Duh]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9928550384","repostId":"2292558428","repostType":2,"isVote":1,"tweetType":1,"viewCount":113,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9008250765,"gmtCreate":1641466795515,"gmtModify":1676533617984,"author":{"id":"3575835831708650","authorId":"3575835831708650","name":"Kaizad","avatar":"https://static.tigerbbs.com/cdb7efa800872de38cd83b239a3b0080","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575835831708650","authorIdStr":"3575835831708650"},"themes":[],"htmlText":"Just keeps getting better","listText":"Just keeps getting better","text":"Just keeps getting better","images":[{"img":"https://static.itradeup.com/news/f4a69e6c2380be42a7a454ad6dd07ef8","width":"750","height":"984"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9008250765","isVote":1,"tweetType":1,"viewCount":68,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":889881284,"gmtCreate":1631139797248,"gmtModify":1676530475559,"author":{"id":"3575835831708650","authorId":"3575835831708650","name":"Kaizad","avatar":"https://static.tigerbbs.com/cdb7efa800872de38cd83b239a3b0080","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575835831708650","authorIdStr":"3575835831708650"},"themes":[],"htmlText":"Wood is a visionary!! My bet is on her. ","listText":"Wood is a visionary!! My bet is on her. ","text":"Wood is a visionary!! My bet is on her.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/889881284","repostId":"1180788041","repostType":4,"repost":{"id":"1180788041","kind":"news","pubTimestamp":1631062558,"share":"https://ttm.financial/m/news/1180788041?lang=&edition=fundamental","pubTime":"2021-09-08 08:55","market":"us","language":"en","title":"Wall Street's hottest investor is betting big on a handful of stocks. Critics say she's playing with fire","url":"https://stock-news.laohu8.com/highlight/detail?id=1180788041","media":"CNN Business","summary":"New York - At a time when many investors are content to follow the crowd and buy top techs like Apple, Amazon and Microsoft, Cathie Wood is looking for the next big innovators in buzzy fields like robotics, fintech and space exploration.It's a high-flying, high-risk, high-reward tier of investing. And it's put Wood's fans on a white-knuckle ride in 2021.Last year, Wood's strategy paid huge dividends for investors in her flagship Ark Innovation exchange-traded fund. It surged nearly 150% in 2020","content":"<p><b>New York (CNN Business) - </b>At a time when many investors are content to follow the crowd and buy top techs like Apple, Amazon and Microsoft, Cathie Wood is looking for the next big innovators in buzzy fields like robotics, fintech and space exploration.</p>\n<p>It's a high-flying, high-risk, high-reward tier of investing. And it's put Wood's fans on a white-knuckle ride in 2021.</p>\n<p>Last year, Wood's strategy paid huge dividends for investors in her flagship Ark Innovation(ARKK) exchange-traded fund. It surged nearly 150% in 2020 and helped turn her into a Wall Street superstar — sort of the Warren Buffett of momentum investing.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/120f0d157792edd784c8787a1c05e955\" tg-width=\"1100\" tg-height=\"619\" width=\"100%\" height=\"auto\"><span>Cathie Wood, CEO of Ark Investment Management, has become the face of the growth stock movement on Wall Street.</span></p>\n<p>But this year hasn't been nearly as kind to Wood as the last. The Innovation ETF was down 2.5% through late August, despite a red-hot market for tech with the Nasdaq up more than 18% so far in 2021.</p>\n<p>Wood wasn't available to comment for this story, but she doubled down in an interview with CNBC in August. She's not worried that the Ark strategy of looking for new tech leaders will end badly, and she maintains that this current rally will not be a repeat of the epic 2000 dot-com implosion.</p>\n<p>\"I don't think we're in a bubble, which is what I think many bears think we are,\" Wood told CNBC. \"We have nothing like that right now. In fact, you see a lot of IPOs or SPACs coming out and falling to Earth. We couldn't be further away from a bubble.\"</p>\n<p><b>How Wood developed her strategy</b></p>\n<p>Wood speaks from experience. She's no millennial or Gen Z investor for whom the 2000 tech implosion is merely a war story told by older traders. The 65-year-old Wood lived through the last major tech crash, as well as the infamous Black Monday of 1987.</p>\n<p>She worked for Prudential-owned money manager Jennison Associates for 18 years in the 1980s and 1990s and then spent a dozen years at AllianceBernstein before leaving in 2013.</p>\n<p>But then, AllianceBernstein passed on her idea to launch a suite of actively managed exchange-traded funds. So she struck out on her own and started Ark in 2014.</p>\n<p>\"I have been watching disruptive innovation for my entire career — why don't I help my own sector along?\" she told Forbes in a 2014 interview.</p>\n<p>That focus on disruption means Wood ties her ETF's fortunes to visionary but mercurial leaders.</p>\n<p>In the most prominent example, Wood remains an unabashed fan of Tesla(TSLA) and CEO Elon Musk. The EV maker is the top stock, by far, in Ark's Innovation ETF, accounting for more than 10% of the fund's holdings. It's also the biggest position in Ark's Autonomous Technology & Robotics(ARKQ) and Next Generation Internet(ARKW) ETFs.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/425dc1ea59eb1c068eaba7a392e6c04d\" tg-width=\"1100\" tg-height=\"619\" width=\"100%\" height=\"auto\"><span>Wood is a vocal fan of Tesla, which is a top holding in several of Ark's funds.</span></p>\n<p>Wood is also OK with companies like Tesla issuing more stock to raise money to fund futuristic projects like autonomous vehicles. Some investors are wary of that strategy because the new shares lower the value of existing investors' holdings, but she thinks that's a short-sighted argument, particularly from Tesla bears.</p>\n<p>\"We're not afraid of dilution ... if we think they're doing it for the right reason,\" she told CNBC. \"We wanted them to scale as quickly as possible because we think if we're right on autonomous ...Tesla could get the lion's share of that market, certainly in the United States.\"</p>\n<p>Ark's big investment in Tesla is a bet on Musk continuing to innovate beyond the business of electric cars, Wood explained in an interview with Bloomberg Radio in August. She raved about Tesla's plans to build a humanoid robot, for example.</p>\n<p>\"Every passing day, especially the more we learn about their AI expertise and how they're really driving the space ... we believe they have the pole position,\" she said, noting that Ark analysts were \"blown away\" by Musk's presentation.</p>\n<p><b>Growth at all costs</b></p>\n<p>Wood recognizes her growth-at-all-costs way of investing is not for everyone.</p>\n<p>Tesla has lagged the broader market this year. Shares of Teladoc(TDOC), a telehealth company that is the second-largest holding in the Ark Innovation ETF and was a big winner at the start of the pandemic, are down more than 25% in 2021.</p>\n<p>\"We've seen higher-valuation stocks hit hard this year. But the growth for these innovative companies will still be treated well over time,\" Wood said during a webcast hosted by Cboe Global Markets in March.</p>\n<p>Wood added that she thinks investors also should put a small percentage of their money in bitcoin, another risky bet. And she stressed that investors have to overlook the inevitable short-term bumps that come with any asset. It's essential to maintain longer-term convictions and invest for future growth, Wood believes.</p>\n<p>\"A lot of companies catering to short-term investors who wanted profits now [have] invested more in stock buybacks and dividends over innovation,\" she said. \"That puts them in harm's way.\"</p>\n<p>A colleague describes Wood's go-big-or-go-home approach as a model for the new way of investing. Too many fund managers are afraid to look far into the future when judging a company's merits, instead focusing myopically on the prior and next quarterly earnings reports.</p>\n<p>\"Cathie has been focusing on Tesla for a long time. She looks at it not just as an automobile manufacturer. You can't compare it to traditional car companies,\" Ark Invest's Ren Leggi, who works closely with Wood on investment decisions as the company's client portfolio manager, told CNN Business in March.</p>\n<p><b>Wood's critics</b></p>\n<p>But a growing chorus of skeptics think Wood's funds could eventually collapse. Michael Burry, one of the super-bearish investors made famous in \"The Big Short,\" recently established a short position on the Ark Innovation ETF — essentially betting that it will fall sharply.</p>\n<p>Some tech stock veterans also wonder if Wood is just an investing flavor of the month, comparing her to once-popular portfolio managers like Kevin Landis of Firsthand Funds, Alberto Vilar of Amerindo and Garrett Van Wagoner, who ran a popular emerging-growth fund in the late 1990s.</p>\n<p>Many of those tech funds imploded following the 2000 bubble. The<i>Wall Street Journal</i>wrote a catch-up piece about Van Wagoner and other late 1990s tech gurus in 2010 with the headline \"From Fame, Fortune to Flamed-Out Stars. Post-Bust Fates of Tech-Fund Mavens.\"</p>\n<p>Is Wood destined for similar ignominy?</p>\n<p>Rivals take issue with Wood making such big bets on only a handful of stocks. The Ark Innovation ETF, for example, has nearly half its assets concentrated in its top 10 holdings. Beyond Tesla, that fund also owns sizable stakes in Roku(ROKU),Coinbase,Zoom(ZM) and Square(SQ).</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c02cbbe0138a0aaa5b930521275ad26e\" tg-width=\"1100\" tg-height=\"619\" width=\"100%\" height=\"auto\"><span>Roku is another example of a high-risk/high-reward stock that Wood loves.</span></p>\n<p>\"Our investment approach is similar to Ark in that we are focusing on tech. But we're different in that we avoid concentration,\"Jeremie Capron, head of research at ROBO Global, told CNN Business in March.</p>\n<p>The top 10 holdings in theROBO Global Robotics and Automation Index(ROBO)ETF account for less than 20% of the fund's total assets, and the fund owns about 80 stocks. Ark funds typically own shares in only about 30 to 50 companies.</p>\n<p>For the time being, Wood is having the last laugh.</p>\n<p>Yes, her fund's returns may be volatile year-to-year — the Ark Innovation ETF fell nearly 25% in 2018 before rebounding 30% in 2019 — but it has tended to smooth out. The five-year average annualized return for the Ark Innovation ETF through mid-2021 was 48.6%, compared to 17.7% for the S&P 500.</p>\n<p>As long as that long-term trend continues, Ark acolytes may forgive a down year every now and then as Wood continues to swing for the fences.</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>Wall Street's hottest investor is betting big on a handful of stocks. Critics say she's playing with fire</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWall Street's hottest investor is betting big on a handful of stocks. Critics say she's playing with fire\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-08 08:55 GMT+8 <a href=https://edition.cnn.com/2021/09/07/investing/cathie-wood-risk-takers/index.html><strong>CNN Business</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>New York (CNN Business) - At a time when many investors are content to follow the crowd and buy top techs like Apple, Amazon and Microsoft, Cathie Wood is looking for the next big innovators in buzzy ...</p>\n\n<a href=\"https://edition.cnn.com/2021/09/07/investing/cathie-wood-risk-takers/index.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ARKG":"ARK Genomic Revolution ETF","ARKK":"ARK Innovation ETF","ARKF":"ARK Fintech Innovation ETF","TSLA":"特斯拉","ARKW":"ARK Next Generation Internation ETF"},"source_url":"https://edition.cnn.com/2021/09/07/investing/cathie-wood-risk-takers/index.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180788041","content_text":"New York (CNN Business) - At a time when many investors are content to follow the crowd and buy top techs like Apple, Amazon and Microsoft, Cathie Wood is looking for the next big innovators in buzzy fields like robotics, fintech and space exploration.\nIt's a high-flying, high-risk, high-reward tier of investing. And it's put Wood's fans on a white-knuckle ride in 2021.\nLast year, Wood's strategy paid huge dividends for investors in her flagship Ark Innovation(ARKK) exchange-traded fund. It surged nearly 150% in 2020 and helped turn her into a Wall Street superstar — sort of the Warren Buffett of momentum investing.\nCathie Wood, CEO of Ark Investment Management, has become the face of the growth stock movement on Wall Street.\nBut this year hasn't been nearly as kind to Wood as the last. The Innovation ETF was down 2.5% through late August, despite a red-hot market for tech with the Nasdaq up more than 18% so far in 2021.\nWood wasn't available to comment for this story, but she doubled down in an interview with CNBC in August. She's not worried that the Ark strategy of looking for new tech leaders will end badly, and she maintains that this current rally will not be a repeat of the epic 2000 dot-com implosion.\n\"I don't think we're in a bubble, which is what I think many bears think we are,\" Wood told CNBC. \"We have nothing like that right now. In fact, you see a lot of IPOs or SPACs coming out and falling to Earth. We couldn't be further away from a bubble.\"\nHow Wood developed her strategy\nWood speaks from experience. She's no millennial or Gen Z investor for whom the 2000 tech implosion is merely a war story told by older traders. The 65-year-old Wood lived through the last major tech crash, as well as the infamous Black Monday of 1987.\nShe worked for Prudential-owned money manager Jennison Associates for 18 years in the 1980s and 1990s and then spent a dozen years at AllianceBernstein before leaving in 2013.\nBut then, AllianceBernstein passed on her idea to launch a suite of actively managed exchange-traded funds. So she struck out on her own and started Ark in 2014.\n\"I have been watching disruptive innovation for my entire career — why don't I help my own sector along?\" she told Forbes in a 2014 interview.\nThat focus on disruption means Wood ties her ETF's fortunes to visionary but mercurial leaders.\nIn the most prominent example, Wood remains an unabashed fan of Tesla(TSLA) and CEO Elon Musk. The EV maker is the top stock, by far, in Ark's Innovation ETF, accounting for more than 10% of the fund's holdings. It's also the biggest position in Ark's Autonomous Technology & Robotics(ARKQ) and Next Generation Internet(ARKW) ETFs.\nWood is a vocal fan of Tesla, which is a top holding in several of Ark's funds.\nWood is also OK with companies like Tesla issuing more stock to raise money to fund futuristic projects like autonomous vehicles. Some investors are wary of that strategy because the new shares lower the value of existing investors' holdings, but she thinks that's a short-sighted argument, particularly from Tesla bears.\n\"We're not afraid of dilution ... if we think they're doing it for the right reason,\" she told CNBC. \"We wanted them to scale as quickly as possible because we think if we're right on autonomous ...Tesla could get the lion's share of that market, certainly in the United States.\"\nArk's big investment in Tesla is a bet on Musk continuing to innovate beyond the business of electric cars, Wood explained in an interview with Bloomberg Radio in August. She raved about Tesla's plans to build a humanoid robot, for example.\n\"Every passing day, especially the more we learn about their AI expertise and how they're really driving the space ... we believe they have the pole position,\" she said, noting that Ark analysts were \"blown away\" by Musk's presentation.\nGrowth at all costs\nWood recognizes her growth-at-all-costs way of investing is not for everyone.\nTesla has lagged the broader market this year. Shares of Teladoc(TDOC), a telehealth company that is the second-largest holding in the Ark Innovation ETF and was a big winner at the start of the pandemic, are down more than 25% in 2021.\n\"We've seen higher-valuation stocks hit hard this year. But the growth for these innovative companies will still be treated well over time,\" Wood said during a webcast hosted by Cboe Global Markets in March.\nWood added that she thinks investors also should put a small percentage of their money in bitcoin, another risky bet. And she stressed that investors have to overlook the inevitable short-term bumps that come with any asset. It's essential to maintain longer-term convictions and invest for future growth, Wood believes.\n\"A lot of companies catering to short-term investors who wanted profits now [have] invested more in stock buybacks and dividends over innovation,\" she said. \"That puts them in harm's way.\"\nA colleague describes Wood's go-big-or-go-home approach as a model for the new way of investing. Too many fund managers are afraid to look far into the future when judging a company's merits, instead focusing myopically on the prior and next quarterly earnings reports.\n\"Cathie has been focusing on Tesla for a long time. She looks at it not just as an automobile manufacturer. You can't compare it to traditional car companies,\" Ark Invest's Ren Leggi, who works closely with Wood on investment decisions as the company's client portfolio manager, told CNN Business in March.\nWood's critics\nBut a growing chorus of skeptics think Wood's funds could eventually collapse. Michael Burry, one of the super-bearish investors made famous in \"The Big Short,\" recently established a short position on the Ark Innovation ETF — essentially betting that it will fall sharply.\nSome tech stock veterans also wonder if Wood is just an investing flavor of the month, comparing her to once-popular portfolio managers like Kevin Landis of Firsthand Funds, Alberto Vilar of Amerindo and Garrett Van Wagoner, who ran a popular emerging-growth fund in the late 1990s.\nMany of those tech funds imploded following the 2000 bubble. TheWall Street Journalwrote a catch-up piece about Van Wagoner and other late 1990s tech gurus in 2010 with the headline \"From Fame, Fortune to Flamed-Out Stars. Post-Bust Fates of Tech-Fund Mavens.\"\nIs Wood destined for similar ignominy?\nRivals take issue with Wood making such big bets on only a handful of stocks. The Ark Innovation ETF, for example, has nearly half its assets concentrated in its top 10 holdings. Beyond Tesla, that fund also owns sizable stakes in Roku(ROKU),Coinbase,Zoom(ZM) and Square(SQ).\nRoku is another example of a high-risk/high-reward stock that Wood loves.\n\"Our investment approach is similar to Ark in that we are focusing on tech. But we're different in that we avoid concentration,\"Jeremie Capron, head of research at ROBO Global, told CNN Business in March.\nThe top 10 holdings in theROBO Global Robotics and Automation Index(ROBO)ETF account for less than 20% of the fund's total assets, and the fund owns about 80 stocks. Ark funds typically own shares in only about 30 to 50 companies.\nFor the time being, Wood is having the last laugh.\nYes, her fund's returns may be volatile year-to-year — the Ark Innovation ETF fell nearly 25% in 2018 before rebounding 30% in 2019 — but it has tended to smooth out. The five-year average annualized return for the Ark Innovation ETF through mid-2021 was 48.6%, compared to 17.7% for the S&P 500.\nAs long as that long-term trend continues, Ark acolytes may forgive a down year every now and then as Wood continues to swing for the fences.","news_type":1},"isVote":1,"tweetType":1,"viewCount":114,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":810753901,"gmtCreate":1630018514403,"gmtModify":1676530199204,"author":{"id":"3575835831708650","authorId":"3575835831708650","name":"Kaizad","avatar":"https://static.tigerbbs.com/cdb7efa800872de38cd83b239a3b0080","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575835831708650","authorIdStr":"3575835831708650"},"themes":[],"htmlText":"No one wants to leave the party. Stay invested for the long run. Keep trading on the sideto play catch up.","listText":"No one wants to leave the party. Stay invested for the long run. Keep trading on the sideto play catch up.","text":"No one wants to leave the party. Stay invested for the long run. Keep trading on the sideto play catch up.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/810753901","repostId":"2162057566","repostType":4,"repost":{"id":"2162057566","kind":"highlight","pubTimestamp":1629961583,"share":"https://ttm.financial/m/news/2162057566?lang=&edition=fundamental","pubTime":"2021-08-26 15:06","market":"us","language":"en","title":"The S&P 500 will keep going up this fall — for these 9 reasons","url":"https://stock-news.laohu8.com/highlight/detail?id=2162057566","media":"MarketWatch","summary":"Despite chatter of a stock-market top, there is no proof a correction is ‘overdue’\nGETTY IMAGES\nTher","content":"<p>Despite chatter of a stock-market top, there is no proof a correction is ‘overdue’</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b365930d049715a4e419b13d73249376\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>GETTY IMAGES</span></p>\n<p>There are plenty of absurd arguments that investors make to justify their positions. But one that is particularly maddening to me is the notion that the stock market can ever be “ready” for a correction.</p>\n<p>Not only is there an abundance of research that proves the folly of market timing to avoid downturns, but such statements seem to indicate you can easily predict market moves in general — and all you have to do is identify the forecast and you can ensure you’re early rather than late to a trend.</p>\n<p>As we all know, particularly after the remarkable COVID-19 disruptions and equally remarkable snap-back rally, there are never any certainties on Wall Street. So before you stick a fork in the current rally and write it off as overdone, here are plenty of reasons to stay fully invested — and to expect the current rally for stocks to keep rolling through year-end.</p>\n<p><b>Strong momentum for stocks:</b>In case you missed it, the S&P 500 index has just notched its fastest doubling in history as it has surged from lows of around 2,240 on March 23 to around 4,500 in August. It also already has set 50 closing records this year. This kind of record-breaking momentum clearly can’t last forever, but it is important not to conflate this strong performance with the assumption a correction is “overdue.” Generally speaking, stocks tend to move higher simply because they’re moving higher — not suddenly crash out of the blue.</p>\n<p><b>Earnings remain impressive:</b>Companies across the S&P 500 have beat estimates by an average of more than 19% in the last five quarters. This has fueled a lot of the gains we’ve seen for stocks. Take tech darling Nvidia,which just popped about 14% in a week on a strong earnings beat, or sporting retailer Dick’s Sporting Goods,which surged about 20% in a single session after its strong report this week. Sentiment and technical indicators aside, it’s hard to argue that there’s not true improvement in fundamentals behind this recent run for stocks.</p>\n<p><b>Fed tapering fears abate:</b>One of the bearish arguments some investors have had in 2021 is that the U.S. Federal Reserve is considering tapering stimulus efforts that include $120 billion in monthly bond purchases by the central bank, among other things. However,most reports indicate any such stimulus drawdown will not occur in the near term — perhaps not until November at the earliest. That may sound like bad news for those who are more hawkish on monetary policy, but it is undeniable good news for near-term market dynamics.</p>\n<p><b>Wall Street remains bullish:</b>According to recent data, roughly 56% of analyst recommendations on S&P 500 stocks are “buy” or equivalent. That’s the most since 2002 and a sign that there is continued upside for the stock market even after an already impressive run. There’s no guarantee that the so-called “smart-money” is correct, of course, but it’s an important indicator nevertheless.</p>\n<p><b>Housing market “wealth effect”:</b>Generally speaking, the typical American doesn’t have the majority of its wealth tied up in stocks. Rather,their home represents as much as two-thirds of their total assets — and as a result, their general perceptions of the economy and the investing environment tend to be colored by real estate more than anything else. That’s particularly good news in 2021 as housing prices continue to surge; in July, median home prices were up an impressive 18.4% over the prior year. That “wealth affect” can will go a long way toward supporting spending and investment sentiment in the months ahead.</p>\n<p><b>Core inflation vs. food and energy:</b>It’s important to acknowledge that the chatter about inflation risks in 2021 often don’t include the full story. In July, the year-on-year inflation rate in the U.S. remained at a 20-year high of 5.4%, but when you skip food and energy prices that are historically quite volatile, the “core” monthly rate of inflation was just 0.3% in July — which isn’t just modest but below expectations of a 0.4% gain.</p>\n<p><b>Bigger picture, inflation doesn’t equal a bear market anyway:</b>It’s also worth pointing out there is little direct correlation between relatively high inflation and relative low rates of returns for U.S. stocks. Take 2011, when headline inflation threatened to hit a 4% rate (again, driven largely by food and energy) and some investors feared that would upend the recovery from the 2008-2009 financial crisis. There was assuredly volatility that year, but stocks hung tough. The S&P 500 moved a few percentage points higher on the year — then gained nearly 15% in 2012 the following year.</p>\n<p><b>What’s the alternative now?:</b>Despite inflationary talk, hard assets like gold haven’t been that great of a bet for investors looking to grow their nest egg. SPDR Gold Shares,the most liquid physical gold-backed fund out there, is actually in the red over the lasts 12 months and down about 5% from its May peak. And lest you think the bond market is safe, major bond fund iShares 20+ Year Treasury Bond ETF is actually down 10% in the last year — even as yields have rolled back from their spring highs. Gold or bonds may be nice hedges or insurance policies, but where else other than stocks can investors actually access growth on Wall Street right now?</p>\n<p><b>Most investors should ignore short-term trends anyhow:</b>All of the above is based on the most recent headlines and trends. But for most investors, it pays to ignore those trends and stick with a long-term plan. According to Goldman Sachs research, stock market returns have averaged 9.2% per over the past 140 years. Sure, there are always a few extra bad years along the way — but if you stay invested long enough, you’re almost certain to come out significantly ahead. Keep that in mind before you try to time the next potential bear market because of short-term volatility fears.</p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The S&P 500 will keep going up this fall — for these 9 reasons</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe S&P 500 will keep going up this fall — for these 9 reasons\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-26 15:06 GMT+8 <a href=https://www.marketwatch.com/story/the-s-p-500-will-keep-going-up-this-fall-for-these-9-reasons-11629911414?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Despite chatter of a stock-market top, there is no proof a correction is ‘overdue’\nGETTY IMAGES\nThere are plenty of absurd arguments that investors make to justify their positions. But one that is ...</p>\n\n<a href=\"https://www.marketwatch.com/story/the-s-p-500-will-keep-going-up-this-fall-for-these-9-reasons-11629911414?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite","SPXU":"三倍做空标普500ETF","OEF":"标普100指数ETF-iShares","SPY":"标普500ETF","SH":"标普500反向ETF",".SPX":"S&P 500 Index","IVV":"标普500指数ETF","OEX":"标普100",".DJI":"道琼斯","SSO":"两倍做多标普500ETF","SDS":"两倍做空标普500ETF","UPRO":"三倍做多标普500ETF"},"source_url":"https://www.marketwatch.com/story/the-s-p-500-will-keep-going-up-this-fall-for-these-9-reasons-11629911414?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2162057566","content_text":"Despite chatter of a stock-market top, there is no proof a correction is ‘overdue’\nGETTY IMAGES\nThere are plenty of absurd arguments that investors make to justify their positions. But one that is particularly maddening to me is the notion that the stock market can ever be “ready” for a correction.\nNot only is there an abundance of research that proves the folly of market timing to avoid downturns, but such statements seem to indicate you can easily predict market moves in general — and all you have to do is identify the forecast and you can ensure you’re early rather than late to a trend.\nAs we all know, particularly after the remarkable COVID-19 disruptions and equally remarkable snap-back rally, there are never any certainties on Wall Street. So before you stick a fork in the current rally and write it off as overdone, here are plenty of reasons to stay fully invested — and to expect the current rally for stocks to keep rolling through year-end.\nStrong momentum for stocks:In case you missed it, the S&P 500 index has just notched its fastest doubling in history as it has surged from lows of around 2,240 on March 23 to around 4,500 in August. It also already has set 50 closing records this year. This kind of record-breaking momentum clearly can’t last forever, but it is important not to conflate this strong performance with the assumption a correction is “overdue.” Generally speaking, stocks tend to move higher simply because they’re moving higher — not suddenly crash out of the blue.\nEarnings remain impressive:Companies across the S&P 500 have beat estimates by an average of more than 19% in the last five quarters. This has fueled a lot of the gains we’ve seen for stocks. Take tech darling Nvidia,which just popped about 14% in a week on a strong earnings beat, or sporting retailer Dick’s Sporting Goods,which surged about 20% in a single session after its strong report this week. Sentiment and technical indicators aside, it’s hard to argue that there’s not true improvement in fundamentals behind this recent run for stocks.\nFed tapering fears abate:One of the bearish arguments some investors have had in 2021 is that the U.S. Federal Reserve is considering tapering stimulus efforts that include $120 billion in monthly bond purchases by the central bank, among other things. However,most reports indicate any such stimulus drawdown will not occur in the near term — perhaps not until November at the earliest. That may sound like bad news for those who are more hawkish on monetary policy, but it is undeniable good news for near-term market dynamics.\nWall Street remains bullish:According to recent data, roughly 56% of analyst recommendations on S&P 500 stocks are “buy” or equivalent. That’s the most since 2002 and a sign that there is continued upside for the stock market even after an already impressive run. There’s no guarantee that the so-called “smart-money” is correct, of course, but it’s an important indicator nevertheless.\nHousing market “wealth effect”:Generally speaking, the typical American doesn’t have the majority of its wealth tied up in stocks. Rather,their home represents as much as two-thirds of their total assets — and as a result, their general perceptions of the economy and the investing environment tend to be colored by real estate more than anything else. That’s particularly good news in 2021 as housing prices continue to surge; in July, median home prices were up an impressive 18.4% over the prior year. That “wealth affect” can will go a long way toward supporting spending and investment sentiment in the months ahead.\nCore inflation vs. food and energy:It’s important to acknowledge that the chatter about inflation risks in 2021 often don’t include the full story. In July, the year-on-year inflation rate in the U.S. remained at a 20-year high of 5.4%, but when you skip food and energy prices that are historically quite volatile, the “core” monthly rate of inflation was just 0.3% in July — which isn’t just modest but below expectations of a 0.4% gain.\nBigger picture, inflation doesn’t equal a bear market anyway:It’s also worth pointing out there is little direct correlation between relatively high inflation and relative low rates of returns for U.S. stocks. Take 2011, when headline inflation threatened to hit a 4% rate (again, driven largely by food and energy) and some investors feared that would upend the recovery from the 2008-2009 financial crisis. There was assuredly volatility that year, but stocks hung tough. The S&P 500 moved a few percentage points higher on the year — then gained nearly 15% in 2012 the following year.\nWhat’s the alternative now?:Despite inflationary talk, hard assets like gold haven’t been that great of a bet for investors looking to grow their nest egg. SPDR Gold Shares,the most liquid physical gold-backed fund out there, is actually in the red over the lasts 12 months and down about 5% from its May peak. And lest you think the bond market is safe, major bond fund iShares 20+ Year Treasury Bond ETF is actually down 10% in the last year — even as yields have rolled back from their spring highs. Gold or bonds may be nice hedges or insurance policies, but where else other than stocks can investors actually access growth on Wall Street right now?\nMost investors should ignore short-term trends anyhow:All of the above is based on the most recent headlines and trends. But for most investors, it pays to ignore those trends and stick with a long-term plan. According to Goldman Sachs research, stock market returns have averaged 9.2% per over the past 140 years. Sure, there are always a few extra bad years along the way — but if you stay invested long enough, you’re almost certain to come out significantly ahead. Keep that in mind before you try to time the next potential bear market because of short-term volatility fears.","news_type":1},"isVote":1,"tweetType":1,"viewCount":194,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":810828433,"gmtCreate":1629964606222,"gmtModify":1676530186004,"author":{"id":"3575835831708650","authorId":"3575835831708650","name":"Kaizad","avatar":"https://static.tigerbbs.com/cdb7efa800872de38cd83b239a3b0080","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575835831708650","authorIdStr":"3575835831708650"},"themes":[],"htmlText":"Looking forward for a big boost","listText":"Looking forward for a big boost","text":"Looking forward for a big boost","images":[{"img":"https://static.tigerbbs.com/4e0b7bd350a5752b2a40fce89101ef39","width":"750","height":"2001"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/810828433","isVote":1,"tweetType":1,"viewCount":285,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":810172225,"gmtCreate":1629957814067,"gmtModify":1676530184094,"author":{"id":"3575835831708650","authorId":"3575835831708650","name":"Kaizad","avatar":"https://static.tigerbbs.com/cdb7efa800872de38cd83b239a3b0080","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575835831708650","authorIdStr":"3575835831708650"},"themes":[],"htmlText":"Thanks for heads up","listText":"Thanks for heads up","text":"Thanks for heads up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/810172225","repostId":"1106557064","repostType":2,"isVote":1,"tweetType":1,"viewCount":38,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":810159077,"gmtCreate":1629954863599,"gmtModify":1676530183313,"author":{"id":"3575835831708650","authorId":"3575835831708650","name":"Kaizad","avatar":"https://static.tigerbbs.com/cdb7efa800872de38cd83b239a3b0080","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575835831708650","authorIdStr":"3575835831708650"},"themes":[],"htmlText":"Bullish ⬆️","listText":"Bullish ⬆️","text":"Bullish ⬆️","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/810159077","repostId":"2162525350","repostType":4,"repost":{"id":"2162525350","kind":"highlight","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":1629949920,"share":"https://ttm.financial/m/news/2162525350?lang=&edition=fundamental","pubTime":"2021-08-26 11:52","market":"us","language":"en","title":"This could be Apple's next $20 billion business","url":"https://stock-news.laohu8.com/highlight/detail?id=2162525350","media":"Dow Jones","summary":"An analyst sees Apple rapidly growing its advertising business at a similar trajectory to what Amazo","content":"<p>An analyst sees Apple rapidly growing its advertising business at a similar trajectory to what Amazon showed a few years back</p>\n<p>Apple Inc. could turn advertising into its next $20 billion business as the company ramps up its offerings and clamps down on ad targeting by third parties.</p>\n<p>That's according to estimates from Evercore ISI analyst Amit Daryanani, who pegged Apple's <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a> advertising business as an \"underappreciated\" part of the company's story and <a href=\"https://laohu8.com/S/AONE.U\">one</a> with the potential for big growth over the coming years. The advertising business could reach $20 billion in revenue by 2025, he posits, up from perhaps $2 billion currently.</p>\n<p>Advertising represents a high-margin revenue stream for Apple. By 2025, ad revenue could constitute about 17% of Apple's services revenue and about 5% of total revenue, but 9% of earnings per share, by Daryanani's math.</p>\n<p>Daryanani rates Apple's stock outperform, with a $180 price target. The stock slipped 0.8% in midday trading Wednesday. It has rallied 16.9% over the past three months, while the Dow Jones Industrial Average has gained 3.4%.</p>\n<p>The smartphone giant's current advertising revenue mainly comes from App Store search, according to Daryanani, and he sees opportunities for the company to turn the App Store into more of a \"content discovery\" vehicle versus a \"content delivery\" one. He pointed to the company's launch of search ads in China earlier this year and the potential for increasing ad loads as ways that Apple can increase its advertising revenue organically.</p>\n<p>There are also new opportunities that Apple could tap, modeled off of successful endeavors by other companies in the digital ad world. <a href=\"https://laohu8.com/S/ROKU\">Roku Inc</a>. (ROKU) offers a \"reasonable precedent\" for the ways that Apple could monetize its Apple TV installed base, and Alphabet Inc.'s <a href=\"https://laohu8.com/S/GOOGL\">$(GOOGL)$</a>(GOOGL) Google \"is likely generating few billion dollars\" from Google Maps advertisements, Daryanani wrote. Apple could try similar tactics with Apple Maps.</p>\n<p>On the whole, Google looks poised to generate more than $200 billion in advertising revenue this year, he continued, and while Apple is unlikely to \"compete with Google's scale anytime soon,\" the size of Google's ad business gives him more confidence in his $20 billion estimate for Apple come 2025. He also noted that Amazon.com Inc. <a href=\"https://laohu8.com/S/AMZN\">$(AMZN)$</a> grew advertising revenue to about $21 billion in 2020 from roughly $3 billion in 2016, suggesting Apple could achieve a \"similar trajectory.\"</p>\n<p>As Apple grows its own ad business, the company has taken steps to shake up the broader digital ad space, most notably through its App Tracking Transparency efforts. This makes it so third parties need to obtain consumer permission before tracking their broader online activities. Many users appear to be opting out of having their activity monitored in this way, according to early estimates.</p>\n<p>Apple positions App Tracking Transparency as a privacy-focused effort, and while Daryanani acknowledges that it \"certainly does help in that arena,\" he also said that there could be a more \"Machiavellian\" or \"nuanced\" way to view these efforts: By making it more difficult for third-party apps to target users on iOS devices, those companies may be tempted to spend more money on Apple's own advertising products.</p>\n<p>He pointed to recent comments from Zynga Inc. <a href=\"https://laohu8.com/S/ZNGA\">$(ZNGA)$</a>, which has been negatively impacted by the privacy changes. \"We're now testing and actually spending money with Apple to acquire users because...one of the things they're doing under the hood is they're building their own ad tech capabilities,\" Zynga Chief Financial Officer James Griffin said at a KeyBanc conference earlier this month.</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>This could be Apple's next $20 billion business</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\">\nThis could be Apple's next $20 billion business\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\">2021-08-26 11:52</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>An analyst sees Apple rapidly growing its advertising business at a similar trajectory to what Amazon showed a few years back</p>\n<p>Apple Inc. could turn advertising into its next $20 billion business as the company ramps up its offerings and clamps down on ad targeting by third parties.</p>\n<p>That's according to estimates from Evercore ISI analyst Amit Daryanani, who pegged Apple's <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a> advertising business as an \"underappreciated\" part of the company's story and <a href=\"https://laohu8.com/S/AONE.U\">one</a> with the potential for big growth over the coming years. The advertising business could reach $20 billion in revenue by 2025, he posits, up from perhaps $2 billion currently.</p>\n<p>Advertising represents a high-margin revenue stream for Apple. By 2025, ad revenue could constitute about 17% of Apple's services revenue and about 5% of total revenue, but 9% of earnings per share, by Daryanani's math.</p>\n<p>Daryanani rates Apple's stock outperform, with a $180 price target. The stock slipped 0.8% in midday trading Wednesday. It has rallied 16.9% over the past three months, while the Dow Jones Industrial Average has gained 3.4%.</p>\n<p>The smartphone giant's current advertising revenue mainly comes from App Store search, according to Daryanani, and he sees opportunities for the company to turn the App Store into more of a \"content discovery\" vehicle versus a \"content delivery\" one. He pointed to the company's launch of search ads in China earlier this year and the potential for increasing ad loads as ways that Apple can increase its advertising revenue organically.</p>\n<p>There are also new opportunities that Apple could tap, modeled off of successful endeavors by other companies in the digital ad world. <a href=\"https://laohu8.com/S/ROKU\">Roku Inc</a>. (ROKU) offers a \"reasonable precedent\" for the ways that Apple could monetize its Apple TV installed base, and Alphabet Inc.'s <a href=\"https://laohu8.com/S/GOOGL\">$(GOOGL)$</a>(GOOGL) Google \"is likely generating few billion dollars\" from Google Maps advertisements, Daryanani wrote. Apple could try similar tactics with Apple Maps.</p>\n<p>On the whole, Google looks poised to generate more than $200 billion in advertising revenue this year, he continued, and while Apple is unlikely to \"compete with Google's scale anytime soon,\" the size of Google's ad business gives him more confidence in his $20 billion estimate for Apple come 2025. He also noted that Amazon.com Inc. <a href=\"https://laohu8.com/S/AMZN\">$(AMZN)$</a> grew advertising revenue to about $21 billion in 2020 from roughly $3 billion in 2016, suggesting Apple could achieve a \"similar trajectory.\"</p>\n<p>As Apple grows its own ad business, the company has taken steps to shake up the broader digital ad space, most notably through its App Tracking Transparency efforts. This makes it so third parties need to obtain consumer permission before tracking their broader online activities. Many users appear to be opting out of having their activity monitored in this way, according to early estimates.</p>\n<p>Apple positions App Tracking Transparency as a privacy-focused effort, and while Daryanani acknowledges that it \"certainly does help in that arena,\" he also said that there could be a more \"Machiavellian\" or \"nuanced\" way to view these efforts: By making it more difficult for third-party apps to target users on iOS devices, those companies may be tempted to spend more money on Apple's own advertising products.</p>\n<p>He pointed to recent comments from Zynga Inc. <a href=\"https://laohu8.com/S/ZNGA\">$(ZNGA)$</a>, which has been negatively impacted by the privacy changes. \"We're now testing and actually spending money with Apple to acquire users because...one of the things they're doing under the hood is they're building their own ad tech capabilities,\" Zynga Chief Financial Officer James Griffin said at a KeyBanc conference earlier this month.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOG":"谷歌","GOOGL":"谷歌A","AAPL":"苹果"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2162525350","content_text":"An analyst sees Apple rapidly growing its advertising business at a similar trajectory to what Amazon showed a few years back\nApple Inc. could turn advertising into its next $20 billion business as the company ramps up its offerings and clamps down on ad targeting by third parties.\nThat's according to estimates from Evercore ISI analyst Amit Daryanani, who pegged Apple's $(AAPL)$ advertising business as an \"underappreciated\" part of the company's story and one with the potential for big growth over the coming years. The advertising business could reach $20 billion in revenue by 2025, he posits, up from perhaps $2 billion currently.\nAdvertising represents a high-margin revenue stream for Apple. By 2025, ad revenue could constitute about 17% of Apple's services revenue and about 5% of total revenue, but 9% of earnings per share, by Daryanani's math.\nDaryanani rates Apple's stock outperform, with a $180 price target. The stock slipped 0.8% in midday trading Wednesday. It has rallied 16.9% over the past three months, while the Dow Jones Industrial Average has gained 3.4%.\nThe smartphone giant's current advertising revenue mainly comes from App Store search, according to Daryanani, and he sees opportunities for the company to turn the App Store into more of a \"content discovery\" vehicle versus a \"content delivery\" one. He pointed to the company's launch of search ads in China earlier this year and the potential for increasing ad loads as ways that Apple can increase its advertising revenue organically.\nThere are also new opportunities that Apple could tap, modeled off of successful endeavors by other companies in the digital ad world. Roku Inc. (ROKU) offers a \"reasonable precedent\" for the ways that Apple could monetize its Apple TV installed base, and Alphabet Inc.'s $(GOOGL)$(GOOGL) Google \"is likely generating few billion dollars\" from Google Maps advertisements, Daryanani wrote. Apple could try similar tactics with Apple Maps.\nOn the whole, Google looks poised to generate more than $200 billion in advertising revenue this year, he continued, and while Apple is unlikely to \"compete with Google's scale anytime soon,\" the size of Google's ad business gives him more confidence in his $20 billion estimate for Apple come 2025. He also noted that Amazon.com Inc. $(AMZN)$ grew advertising revenue to about $21 billion in 2020 from roughly $3 billion in 2016, suggesting Apple could achieve a \"similar trajectory.\"\nAs Apple grows its own ad business, the company has taken steps to shake up the broader digital ad space, most notably through its App Tracking Transparency efforts. This makes it so third parties need to obtain consumer permission before tracking their broader online activities. Many users appear to be opting out of having their activity monitored in this way, according to early estimates.\nApple positions App Tracking Transparency as a privacy-focused effort, and while Daryanani acknowledges that it \"certainly does help in that arena,\" he also said that there could be a more \"Machiavellian\" or \"nuanced\" way to view these efforts: By making it more difficult for third-party apps to target users on iOS devices, those companies may be tempted to spend more money on Apple's own advertising products.\nHe pointed to recent comments from Zynga Inc. $(ZNGA)$, which has been negatively impacted by the privacy changes. \"We're now testing and actually spending money with Apple to acquire users because...one of the things they're doing under the hood is they're building their own ad tech capabilities,\" Zynga Chief Financial Officer James Griffin said at a KeyBanc conference earlier this month.","news_type":1},"isVote":1,"tweetType":1,"viewCount":260,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":810126773,"gmtCreate":1629954328492,"gmtModify":1676530183206,"author":{"id":"3575835831708650","authorId":"3575835831708650","name":"Kaizad","avatar":"https://static.tigerbbs.com/cdb7efa800872de38cd83b239a3b0080","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575835831708650","authorIdStr":"3575835831708650"},"themes":[],"htmlText":"Will be interesting to see who has the last laugh.","listText":"Will be interesting to see who has the last laugh.","text":"Will be interesting to see who has the last laugh.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/810126773","repostId":"1101434650","repostType":4,"isVote":1,"tweetType":1,"viewCount":164,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":810753901,"gmtCreate":1630018514403,"gmtModify":1676530199204,"author":{"id":"3575835831708650","authorId":"3575835831708650","name":"Kaizad","avatar":"https://static.tigerbbs.com/cdb7efa800872de38cd83b239a3b0080","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575835831708650","authorIdStr":"3575835831708650"},"themes":[],"htmlText":"No one wants to leave the party. Stay invested for the long run. Keep trading on the sideto play catch up.","listText":"No one wants to leave the party. Stay invested for the long run. Keep trading on the sideto play catch up.","text":"No one wants to leave the party. Stay invested for the long run. Keep trading on the sideto play catch up.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/810753901","repostId":"2162057566","repostType":4,"repost":{"id":"2162057566","kind":"highlight","pubTimestamp":1629961583,"share":"https://ttm.financial/m/news/2162057566?lang=&edition=fundamental","pubTime":"2021-08-26 15:06","market":"us","language":"en","title":"The S&P 500 will keep going up this fall — for these 9 reasons","url":"https://stock-news.laohu8.com/highlight/detail?id=2162057566","media":"MarketWatch","summary":"Despite chatter of a stock-market top, there is no proof a correction is ‘overdue’\nGETTY IMAGES\nTher","content":"<p>Despite chatter of a stock-market top, there is no proof a correction is ‘overdue’</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b365930d049715a4e419b13d73249376\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>GETTY IMAGES</span></p>\n<p>There are plenty of absurd arguments that investors make to justify their positions. But one that is particularly maddening to me is the notion that the stock market can ever be “ready” for a correction.</p>\n<p>Not only is there an abundance of research that proves the folly of market timing to avoid downturns, but such statements seem to indicate you can easily predict market moves in general — and all you have to do is identify the forecast and you can ensure you’re early rather than late to a trend.</p>\n<p>As we all know, particularly after the remarkable COVID-19 disruptions and equally remarkable snap-back rally, there are never any certainties on Wall Street. So before you stick a fork in the current rally and write it off as overdone, here are plenty of reasons to stay fully invested — and to expect the current rally for stocks to keep rolling through year-end.</p>\n<p><b>Strong momentum for stocks:</b>In case you missed it, the S&P 500 index has just notched its fastest doubling in history as it has surged from lows of around 2,240 on March 23 to around 4,500 in August. It also already has set 50 closing records this year. This kind of record-breaking momentum clearly can’t last forever, but it is important not to conflate this strong performance with the assumption a correction is “overdue.” Generally speaking, stocks tend to move higher simply because they’re moving higher — not suddenly crash out of the blue.</p>\n<p><b>Earnings remain impressive:</b>Companies across the S&P 500 have beat estimates by an average of more than 19% in the last five quarters. This has fueled a lot of the gains we’ve seen for stocks. Take tech darling Nvidia,which just popped about 14% in a week on a strong earnings beat, or sporting retailer Dick’s Sporting Goods,which surged about 20% in a single session after its strong report this week. Sentiment and technical indicators aside, it’s hard to argue that there’s not true improvement in fundamentals behind this recent run for stocks.</p>\n<p><b>Fed tapering fears abate:</b>One of the bearish arguments some investors have had in 2021 is that the U.S. Federal Reserve is considering tapering stimulus efforts that include $120 billion in monthly bond purchases by the central bank, among other things. However,most reports indicate any such stimulus drawdown will not occur in the near term — perhaps not until November at the earliest. That may sound like bad news for those who are more hawkish on monetary policy, but it is undeniable good news for near-term market dynamics.</p>\n<p><b>Wall Street remains bullish:</b>According to recent data, roughly 56% of analyst recommendations on S&P 500 stocks are “buy” or equivalent. That’s the most since 2002 and a sign that there is continued upside for the stock market even after an already impressive run. There’s no guarantee that the so-called “smart-money” is correct, of course, but it’s an important indicator nevertheless.</p>\n<p><b>Housing market “wealth effect”:</b>Generally speaking, the typical American doesn’t have the majority of its wealth tied up in stocks. Rather,their home represents as much as two-thirds of their total assets — and as a result, their general perceptions of the economy and the investing environment tend to be colored by real estate more than anything else. That’s particularly good news in 2021 as housing prices continue to surge; in July, median home prices were up an impressive 18.4% over the prior year. That “wealth affect” can will go a long way toward supporting spending and investment sentiment in the months ahead.</p>\n<p><b>Core inflation vs. food and energy:</b>It’s important to acknowledge that the chatter about inflation risks in 2021 often don’t include the full story. In July, the year-on-year inflation rate in the U.S. remained at a 20-year high of 5.4%, but when you skip food and energy prices that are historically quite volatile, the “core” monthly rate of inflation was just 0.3% in July — which isn’t just modest but below expectations of a 0.4% gain.</p>\n<p><b>Bigger picture, inflation doesn’t equal a bear market anyway:</b>It’s also worth pointing out there is little direct correlation between relatively high inflation and relative low rates of returns for U.S. stocks. Take 2011, when headline inflation threatened to hit a 4% rate (again, driven largely by food and energy) and some investors feared that would upend the recovery from the 2008-2009 financial crisis. There was assuredly volatility that year, but stocks hung tough. The S&P 500 moved a few percentage points higher on the year — then gained nearly 15% in 2012 the following year.</p>\n<p><b>What’s the alternative now?:</b>Despite inflationary talk, hard assets like gold haven’t been that great of a bet for investors looking to grow their nest egg. SPDR Gold Shares,the most liquid physical gold-backed fund out there, is actually in the red over the lasts 12 months and down about 5% from its May peak. And lest you think the bond market is safe, major bond fund iShares 20+ Year Treasury Bond ETF is actually down 10% in the last year — even as yields have rolled back from their spring highs. Gold or bonds may be nice hedges or insurance policies, but where else other than stocks can investors actually access growth on Wall Street right now?</p>\n<p><b>Most investors should ignore short-term trends anyhow:</b>All of the above is based on the most recent headlines and trends. But for most investors, it pays to ignore those trends and stick with a long-term plan. According to Goldman Sachs research, stock market returns have averaged 9.2% per over the past 140 years. Sure, there are always a few extra bad years along the way — but if you stay invested long enough, you’re almost certain to come out significantly ahead. Keep that in mind before you try to time the next potential bear market because of short-term volatility fears.</p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The S&P 500 will keep going up this fall — for these 9 reasons</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe S&P 500 will keep going up this fall — for these 9 reasons\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-26 15:06 GMT+8 <a href=https://www.marketwatch.com/story/the-s-p-500-will-keep-going-up-this-fall-for-these-9-reasons-11629911414?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Despite chatter of a stock-market top, there is no proof a correction is ‘overdue’\nGETTY IMAGES\nThere are plenty of absurd arguments that investors make to justify their positions. But one that is ...</p>\n\n<a href=\"https://www.marketwatch.com/story/the-s-p-500-will-keep-going-up-this-fall-for-these-9-reasons-11629911414?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite","SPXU":"三倍做空标普500ETF","OEF":"标普100指数ETF-iShares","SPY":"标普500ETF","SH":"标普500反向ETF",".SPX":"S&P 500 Index","IVV":"标普500指数ETF","OEX":"标普100",".DJI":"道琼斯","SSO":"两倍做多标普500ETF","SDS":"两倍做空标普500ETF","UPRO":"三倍做多标普500ETF"},"source_url":"https://www.marketwatch.com/story/the-s-p-500-will-keep-going-up-this-fall-for-these-9-reasons-11629911414?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2162057566","content_text":"Despite chatter of a stock-market top, there is no proof a correction is ‘overdue’\nGETTY IMAGES\nThere are plenty of absurd arguments that investors make to justify their positions. But one that is particularly maddening to me is the notion that the stock market can ever be “ready” for a correction.\nNot only is there an abundance of research that proves the folly of market timing to avoid downturns, but such statements seem to indicate you can easily predict market moves in general — and all you have to do is identify the forecast and you can ensure you’re early rather than late to a trend.\nAs we all know, particularly after the remarkable COVID-19 disruptions and equally remarkable snap-back rally, there are never any certainties on Wall Street. So before you stick a fork in the current rally and write it off as overdone, here are plenty of reasons to stay fully invested — and to expect the current rally for stocks to keep rolling through year-end.\nStrong momentum for stocks:In case you missed it, the S&P 500 index has just notched its fastest doubling in history as it has surged from lows of around 2,240 on March 23 to around 4,500 in August. It also already has set 50 closing records this year. This kind of record-breaking momentum clearly can’t last forever, but it is important not to conflate this strong performance with the assumption a correction is “overdue.” Generally speaking, stocks tend to move higher simply because they’re moving higher — not suddenly crash out of the blue.\nEarnings remain impressive:Companies across the S&P 500 have beat estimates by an average of more than 19% in the last five quarters. This has fueled a lot of the gains we’ve seen for stocks. Take tech darling Nvidia,which just popped about 14% in a week on a strong earnings beat, or sporting retailer Dick’s Sporting Goods,which surged about 20% in a single session after its strong report this week. Sentiment and technical indicators aside, it’s hard to argue that there’s not true improvement in fundamentals behind this recent run for stocks.\nFed tapering fears abate:One of the bearish arguments some investors have had in 2021 is that the U.S. Federal Reserve is considering tapering stimulus efforts that include $120 billion in monthly bond purchases by the central bank, among other things. However,most reports indicate any such stimulus drawdown will not occur in the near term — perhaps not until November at the earliest. That may sound like bad news for those who are more hawkish on monetary policy, but it is undeniable good news for near-term market dynamics.\nWall Street remains bullish:According to recent data, roughly 56% of analyst recommendations on S&P 500 stocks are “buy” or equivalent. That’s the most since 2002 and a sign that there is continued upside for the stock market even after an already impressive run. There’s no guarantee that the so-called “smart-money” is correct, of course, but it’s an important indicator nevertheless.\nHousing market “wealth effect”:Generally speaking, the typical American doesn’t have the majority of its wealth tied up in stocks. Rather,their home represents as much as two-thirds of their total assets — and as a result, their general perceptions of the economy and the investing environment tend to be colored by real estate more than anything else. That’s particularly good news in 2021 as housing prices continue to surge; in July, median home prices were up an impressive 18.4% over the prior year. That “wealth affect” can will go a long way toward supporting spending and investment sentiment in the months ahead.\nCore inflation vs. food and energy:It’s important to acknowledge that the chatter about inflation risks in 2021 often don’t include the full story. In July, the year-on-year inflation rate in the U.S. remained at a 20-year high of 5.4%, but when you skip food and energy prices that are historically quite volatile, the “core” monthly rate of inflation was just 0.3% in July — which isn’t just modest but below expectations of a 0.4% gain.\nBigger picture, inflation doesn’t equal a bear market anyway:It’s also worth pointing out there is little direct correlation between relatively high inflation and relative low rates of returns for U.S. stocks. Take 2011, when headline inflation threatened to hit a 4% rate (again, driven largely by food and energy) and some investors feared that would upend the recovery from the 2008-2009 financial crisis. There was assuredly volatility that year, but stocks hung tough. The S&P 500 moved a few percentage points higher on the year — then gained nearly 15% in 2012 the following year.\nWhat’s the alternative now?:Despite inflationary talk, hard assets like gold haven’t been that great of a bet for investors looking to grow their nest egg. SPDR Gold Shares,the most liquid physical gold-backed fund out there, is actually in the red over the lasts 12 months and down about 5% from its May peak. And lest you think the bond market is safe, major bond fund iShares 20+ Year Treasury Bond ETF is actually down 10% in the last year — even as yields have rolled back from their spring highs. Gold or bonds may be nice hedges or insurance policies, but where else other than stocks can investors actually access growth on Wall Street right now?\nMost investors should ignore short-term trends anyhow:All of the above is based on the most recent headlines and trends. But for most investors, it pays to ignore those trends and stick with a long-term plan. According to Goldman Sachs research, stock market returns have averaged 9.2% per over the past 140 years. Sure, there are always a few extra bad years along the way — but if you stay invested long enough, you’re almost certain to come out significantly ahead. Keep that in mind before you try to time the next potential bear market because of short-term volatility fears.","news_type":1},"isVote":1,"tweetType":1,"viewCount":194,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9928550384,"gmtCreate":1671327395648,"gmtModify":1676538524489,"author":{"id":"3575835831708650","authorId":"3575835831708650","name":"Kaizad","avatar":"https://static.tigerbbs.com/cdb7efa800872de38cd83b239a3b0080","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575835831708650","authorIdStr":"3575835831708650"},"themes":[],"htmlText":"Can imagine the frustration with things not going your way[Duh] ","listText":"Can imagine the frustration with things not going your way[Duh] ","text":"Can imagine the frustration with things not going your way[Duh]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9928550384","repostId":"2292558428","repostType":2,"repost":{"id":"2292558428","kind":"highlight","pubTimestamp":1671311359,"share":"https://ttm.financial/m/news/2292558428?lang=&edition=fundamental","pubTime":"2022-12-18 05:09","market":"us","language":"en","title":"Game Industry Pioneer Quits Meta Over VR Strategy Frustration","url":"https://stock-news.laohu8.com/highlight/detail?id=2292558428","media":"Bloomberg","summary":"(Bloomberg) -- John Carmack resigned from his leadership role at Meta Platforms Inc.’s virtual reali","content":"<html><head></head><body><p>(Bloomberg) -- John Carmack resigned from his leadership role at <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> Inc.’s virtual reality unit, citing frustration with its slow progress and disagreements over strategy with company founder Mark Zuckerberg.</p><p>The games industry veteran said in his resignation note that he’d long been frustrated by the poor operational efficiency of Meta’s VR endeavor, which he never felt adequately able to influence in the right direction.</p><p>Carmack, 52, joined VR developer Oculus in 2013 ahead of its acquisition by Meta — then still known as Facebook — in 2014. Having started at Oculus as chief technology officer, he most recently was executive consultant for VR at Meta, where he acted as an outspoken internal critic. Zuckerberg renamed the company he founded Meta to signal its commitment to developing a so-called metaverse of virtual 3D experiences.</p><p>“I have a voice at the highest levels here, so it feels like I should be able to move things,” said Carmack in the note. “But I have never been able to kill stupid things before they cause damage, or set a direction and have a team actually stick to it.”</p><p>The games industry veteran, whose id Software produced classic first-person shooter games Quake and Doom and helped usher in 3D graphics for PC video games, added on Twitter that he found a “notable gap” in strategic thinking between himself and Zuckerberg. He believes “everything necessary for spectacular success is right there, but it doesn’t get put together effectively” at the company.</p><p>Meta is spending billions of dollars each year on its metaverse and VR project, and its Meta Quest 2 is widely regarded as the best VR headset on the market. The company said in October that the operating losses of the Reality Labs unit that houses the venture will grow significantly in 2023, which has not been welcomed by investors looking for more cost discipline from tech companies.</p><p>What Bloomberg Intelligence Says</p><blockquote>With Meta not having seen an uptick in engagement for its Horizon Worlds app from both the content creators and early users, despite being the most aggressive with its investments in building the metaverse, we believe the company may focus on curtailing operating losses for its Reality Labs’ segment.— Mandeep Singh, analyst</blockquote><p>Following the announcement of Carmack’s departure, Meta Chief Technology Officer Andrew Bosworth said on Twitter that “it is impossible to overstate the impact you’ve had on our work and the industry as a whole.”</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>Game Industry Pioneer Quits Meta Over VR Strategy Frustration</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\">\nGame Industry Pioneer Quits Meta Over VR Strategy Frustration\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-18 05:09 GMT+8 <a href=https://www.bloomberg.com/news/articles/2022-12-17/game-industry-pioneer-quits-meta-over-vr-strategy-frustration?srnd=premium-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Bloomberg) -- John Carmack resigned from his leadership role at Meta Platforms Inc.’s virtual reality unit, citing frustration with its slow progress and disagreements over strategy with company ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-12-17/game-industry-pioneer-quits-meta-over-vr-strategy-frustration?srnd=premium-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"META":"Meta Platforms, Inc."},"source_url":"https://www.bloomberg.com/news/articles/2022-12-17/game-industry-pioneer-quits-meta-over-vr-strategy-frustration?srnd=premium-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2292558428","content_text":"(Bloomberg) -- John Carmack resigned from his leadership role at Meta Platforms Inc.’s virtual reality unit, citing frustration with its slow progress and disagreements over strategy with company founder Mark Zuckerberg.The games industry veteran said in his resignation note that he’d long been frustrated by the poor operational efficiency of Meta’s VR endeavor, which he never felt adequately able to influence in the right direction.Carmack, 52, joined VR developer Oculus in 2013 ahead of its acquisition by Meta — then still known as Facebook — in 2014. Having started at Oculus as chief technology officer, he most recently was executive consultant for VR at Meta, where he acted as an outspoken internal critic. Zuckerberg renamed the company he founded Meta to signal its commitment to developing a so-called metaverse of virtual 3D experiences.“I have a voice at the highest levels here, so it feels like I should be able to move things,” said Carmack in the note. “But I have never been able to kill stupid things before they cause damage, or set a direction and have a team actually stick to it.”The games industry veteran, whose id Software produced classic first-person shooter games Quake and Doom and helped usher in 3D graphics for PC video games, added on Twitter that he found a “notable gap” in strategic thinking between himself and Zuckerberg. He believes “everything necessary for spectacular success is right there, but it doesn’t get put together effectively” at the company.Meta is spending billions of dollars each year on its metaverse and VR project, and its Meta Quest 2 is widely regarded as the best VR headset on the market. The company said in October that the operating losses of the Reality Labs unit that houses the venture will grow significantly in 2023, which has not been welcomed by investors looking for more cost discipline from tech companies.What Bloomberg Intelligence SaysWith Meta not having seen an uptick in engagement for its Horizon Worlds app from both the content creators and early users, despite being the most aggressive with its investments in building the metaverse, we believe the company may focus on curtailing operating losses for its Reality Labs’ segment.— Mandeep Singh, analystFollowing the announcement of Carmack’s departure, Meta Chief Technology Officer Andrew Bosworth said on Twitter that “it is impossible to overstate the impact you’ve had on our work and the industry as a whole.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":113,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":810159077,"gmtCreate":1629954863599,"gmtModify":1676530183313,"author":{"id":"3575835831708650","authorId":"3575835831708650","name":"Kaizad","avatar":"https://static.tigerbbs.com/cdb7efa800872de38cd83b239a3b0080","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575835831708650","authorIdStr":"3575835831708650"},"themes":[],"htmlText":"Bullish ⬆️","listText":"Bullish ⬆️","text":"Bullish ⬆️","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/810159077","repostId":"2162525350","repostType":4,"isVote":1,"tweetType":1,"viewCount":260,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":810126773,"gmtCreate":1629954328492,"gmtModify":1676530183206,"author":{"id":"3575835831708650","authorId":"3575835831708650","name":"Kaizad","avatar":"https://static.tigerbbs.com/cdb7efa800872de38cd83b239a3b0080","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575835831708650","authorIdStr":"3575835831708650"},"themes":[],"htmlText":"Will be interesting to see who has the last laugh.","listText":"Will be interesting to see who has the last laugh.","text":"Will be interesting to see who has the last laugh.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/810126773","repostId":"1101434650","repostType":4,"repost":{"id":"1101434650","kind":"news","pubTimestamp":1629949408,"share":"https://ttm.financial/m/news/1101434650?lang=&edition=fundamental","pubTime":"2021-08-26 11:43","market":"us","language":"en","title":"The 'Big Short' guy and star stock picker Cathie Wood are feuding — here's why","url":"https://stock-news.laohu8.com/highlight/detail?id=1101434650","media":"MoneyWise","summary":"Gather ‘round, everybody! Two super investors are fighting!\nWhile it may lack the melodrama of the K","content":"<p>Gather ‘round, everybody! Two super investors are fighting!</p>\n<p>While it may lack the melodrama of the Kim and Kanye split, the public spat between Michael Burry, the hedge fund manager who famously bet against the country’s housing market and won, and Cathie Wood, the celebrated head of Ark Invest, adds to an important discussion taking place in the investment space.</p>\n<p>Burry, skeptical of its valuation, is currently shorting Ark Invest’s flagship technology exchange-traded fund, Ark Innovation ETF (ARKK). Wood has countered by accusing Burry of not understanding growth in today’s environment.</p>\n<p>Wood and Burry have repeatedly proven that they know what they’re talking about. But in this case, they can’t both be right.</p>\n<h3>Why Burry is shorting ARKK</h3>\n<p>Michael Burry’s introduction to most of America came in the form of the movie* The Big Short*, which detailed his uncovering of the fraud at the heart of America’s subprime mortgage madness of the mid-2000s. (Burry was played by Christian Bale.)</p>\n<p>By shorting the U.S. housing market, the collapse of which he felt was inevitable, Burry generated a reported $700 million for investors and pocketed about $100 million for himself.</p>\n<p>Burry’s issue with ARRK is the seemingly unsustainable growth expectations being priced into its valuation.</p>\n<p>In a since-deleted tweet from February, Burry compared Wood and ARKK to investor Gary Pilgrim and his PBHG Growth Fund, which soared in the mid-1990s by backing innovative technologies, much like ARKK does.</p>\n<p>After the brief explosion in value tech stocks enjoyed in 1999, PBHG Growth fell by 34% in 2001 and another 30% in 2002.</p>\n<p>Could ARKK be following the same path? After increasing by an eye-popping 153% in 2020 on the back of investments in companies like Tesla, Zoom and Shopify, ARKK has produced negative returns this year.</p>\n<p>The fund is down 4% year to date and has fallen almost 25% since peaking at $156.58 in February. And yet, the fund has drawn in another $6.5 billion in assets this year, according to ETF Stream.</p>\n<p>\"If you know your history, there is a pattern here that can help you,” Burry, who is also shorting Tesla stock, tweeted. “If you don't, you're doomed to repeat it.\"</p>\n<h3>The case for ARKK</h3>\n<p>Wood politely dismisses Burry's skepticism.</p>\n<p>“To his credit, Michael Burry made a great call based on fundamentals and recognized the calamity brewing in the housing/mortgage market,” wrote Wood in an August 17 tweet. “I do not believe that he understands the fundamentals that are creating explosive growth and investment opportunities in the innovation space.”</p>\n<p>Wood went on to tout her belief that the technologies ARK believes and invests in “should transform the world” in the next decade.</p>\n<p>“If we are correct, GDP and revenue growth will diminish until the opportunities in nascent technologies begin to move macro needles. In this environment, innovation based strategies should distinguish themselves.”</p>\n<p>There’s a good chance Wood will inevitably be proven right. But at their current levels, do the sectors and companies she and ARKK are backing have substantial room to run?</p>\n<p><i>Shark Tank</i> host and Dallas Mavericks owner Mark Cuban believes they do. After Burry’s short position in the ARKK fund was made public, Cuban came out in support of ARKK’s investment strategy, particularly its healthy exposure to the artificial intelligence space.</p>\n<p>\"There are 2 kinds of companies in the world: Those who originate their own AI successfully, and everyone else,\" Cuban tweeted. \"The top companies are AI dominate [sic] and running away from their Non-AI competitors. AI's competitive advantage is exponential, but nowhere to be seen on a Balance Sheet.\"</p>\n<h3>The lesson for investors</h3>\n<p>While Cathie Wood and Michael Burry have different opinions on the future of the ARKK ETF, they both approach the question of the fund’s value the same way: through careful, exhaustive research.</p>\n<p>Burry’s analysis might be more backward-looking and Wood’s more speculative, but they’re both weighing the available evidence and making informed decisions — exactly what successful investors would be expected to do.</p>\n<p>Whether you’re investing for short-term growth or long-term stability, it’s important not to rush out and throw your money around until you’re sufficiently educated about the sectors you hope to round out your portfolio with.</p>","source":"lsy1612507957220","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 'Big Short' guy and star stock picker Cathie Wood are feuding — here's why</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 'Big Short' guy and star stock picker Cathie Wood are feuding — here's why\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-26 11:43 GMT+8 <a href=https://finance.yahoo.com/news/ark-innovation-etf-sell-big-210000360.html><strong>MoneyWise</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Gather ‘round, everybody! Two super investors are fighting!\nWhile it may lack the melodrama of the Kim and Kanye split, the public spat between Michael Burry, the hedge fund manager who famously bet ...</p>\n\n<a href=\"https://finance.yahoo.com/news/ark-innovation-etf-sell-big-210000360.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PBHG":"PBS Holding, Inc."},"source_url":"https://finance.yahoo.com/news/ark-innovation-etf-sell-big-210000360.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101434650","content_text":"Gather ‘round, everybody! Two super investors are fighting!\nWhile it may lack the melodrama of the Kim and Kanye split, the public spat between Michael Burry, the hedge fund manager who famously bet against the country’s housing market and won, and Cathie Wood, the celebrated head of Ark Invest, adds to an important discussion taking place in the investment space.\nBurry, skeptical of its valuation, is currently shorting Ark Invest’s flagship technology exchange-traded fund, Ark Innovation ETF (ARKK). Wood has countered by accusing Burry of not understanding growth in today’s environment.\nWood and Burry have repeatedly proven that they know what they’re talking about. But in this case, they can’t both be right.\nWhy Burry is shorting ARKK\nMichael Burry’s introduction to most of America came in the form of the movie* The Big Short*, which detailed his uncovering of the fraud at the heart of America’s subprime mortgage madness of the mid-2000s. (Burry was played by Christian Bale.)\nBy shorting the U.S. housing market, the collapse of which he felt was inevitable, Burry generated a reported $700 million for investors and pocketed about $100 million for himself.\nBurry’s issue with ARRK is the seemingly unsustainable growth expectations being priced into its valuation.\nIn a since-deleted tweet from February, Burry compared Wood and ARKK to investor Gary Pilgrim and his PBHG Growth Fund, which soared in the mid-1990s by backing innovative technologies, much like ARKK does.\nAfter the brief explosion in value tech stocks enjoyed in 1999, PBHG Growth fell by 34% in 2001 and another 30% in 2002.\nCould ARKK be following the same path? After increasing by an eye-popping 153% in 2020 on the back of investments in companies like Tesla, Zoom and Shopify, ARKK has produced negative returns this year.\nThe fund is down 4% year to date and has fallen almost 25% since peaking at $156.58 in February. And yet, the fund has drawn in another $6.5 billion in assets this year, according to ETF Stream.\n\"If you know your history, there is a pattern here that can help you,” Burry, who is also shorting Tesla stock, tweeted. “If you don't, you're doomed to repeat it.\"\nThe case for ARKK\nWood politely dismisses Burry's skepticism.\n“To his credit, Michael Burry made a great call based on fundamentals and recognized the calamity brewing in the housing/mortgage market,” wrote Wood in an August 17 tweet. “I do not believe that he understands the fundamentals that are creating explosive growth and investment opportunities in the innovation space.”\nWood went on to tout her belief that the technologies ARK believes and invests in “should transform the world” in the next decade.\n“If we are correct, GDP and revenue growth will diminish until the opportunities in nascent technologies begin to move macro needles. In this environment, innovation based strategies should distinguish themselves.”\nThere’s a good chance Wood will inevitably be proven right. But at their current levels, do the sectors and companies she and ARKK are backing have substantial room to run?\nShark Tank host and Dallas Mavericks owner Mark Cuban believes they do. After Burry’s short position in the ARKK fund was made public, Cuban came out in support of ARKK’s investment strategy, particularly its healthy exposure to the artificial intelligence space.\n\"There are 2 kinds of companies in the world: Those who originate their own AI successfully, and everyone else,\" Cuban tweeted. \"The top companies are AI dominate [sic] and running away from their Non-AI competitors. AI's competitive advantage is exponential, but nowhere to be seen on a Balance Sheet.\"\nThe lesson for investors\nWhile Cathie Wood and Michael Burry have different opinions on the future of the ARKK ETF, they both approach the question of the fund’s value the same way: through careful, exhaustive research.\nBurry’s analysis might be more backward-looking and Wood’s more speculative, but they’re both weighing the available evidence and making informed decisions — exactly what successful investors would be expected to do.\nWhether you’re investing for short-term growth or long-term stability, it’s important not to rush out and throw your money around until you’re sufficiently educated about the sectors you hope to round out your portfolio with.","news_type":1},"isVote":1,"tweetType":1,"viewCount":164,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":889881284,"gmtCreate":1631139797248,"gmtModify":1676530475559,"author":{"id":"3575835831708650","authorId":"3575835831708650","name":"Kaizad","avatar":"https://static.tigerbbs.com/cdb7efa800872de38cd83b239a3b0080","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575835831708650","authorIdStr":"3575835831708650"},"themes":[],"htmlText":"Wood is a visionary!! My bet is on her. ","listText":"Wood is a visionary!! My bet is on her. ","text":"Wood is a visionary!! My bet is on her.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/889881284","repostId":"1180788041","repostType":4,"isVote":1,"tweetType":1,"viewCount":114,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":197889039528072,"gmtCreate":1689347167506,"gmtModify":1689347174337,"author":{"id":"3575835831708650","authorId":"3575835831708650","name":"Kaizad","avatar":"https://static.tigerbbs.com/cdb7efa800872de38cd83b239a3b0080","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575835831708650","authorIdStr":"3575835831708650"},"themes":[],"htmlText":"Surprise surprise ","listText":"Surprise surprise ","text":"Surprise surprise","images":[{"img":"https://community-static.tradeup.com/news/a7f00737a63699fa5807e1580e3f92c9","width":"1125","height":"1476"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/197889039528072","isVote":1,"tweetType":1,"viewCount":118,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9008250765,"gmtCreate":1641466795515,"gmtModify":1676533617984,"author":{"id":"3575835831708650","authorId":"3575835831708650","name":"Kaizad","avatar":"https://static.tigerbbs.com/cdb7efa800872de38cd83b239a3b0080","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575835831708650","authorIdStr":"3575835831708650"},"themes":[],"htmlText":"Just keeps getting better","listText":"Just keeps getting better","text":"Just keeps getting better","images":[{"img":"https://static.itradeup.com/news/f4a69e6c2380be42a7a454ad6dd07ef8","width":"750","height":"984"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9008250765","isVote":1,"tweetType":1,"viewCount":68,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":810828433,"gmtCreate":1629964606222,"gmtModify":1676530186004,"author":{"id":"3575835831708650","authorId":"3575835831708650","name":"Kaizad","avatar":"https://static.tigerbbs.com/cdb7efa800872de38cd83b239a3b0080","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575835831708650","authorIdStr":"3575835831708650"},"themes":[],"htmlText":"Looking forward for a big boost","listText":"Looking forward for a big boost","text":"Looking forward for a big boost","images":[{"img":"https://static.tigerbbs.com/4e0b7bd350a5752b2a40fce89101ef39","width":"750","height":"2001"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/810828433","isVote":1,"tweetType":1,"viewCount":285,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":810172225,"gmtCreate":1629957814067,"gmtModify":1676530184094,"author":{"id":"3575835831708650","authorId":"3575835831708650","name":"Kaizad","avatar":"https://static.tigerbbs.com/cdb7efa800872de38cd83b239a3b0080","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575835831708650","authorIdStr":"3575835831708650"},"themes":[],"htmlText":"Thanks for heads up","listText":"Thanks for heads up","text":"Thanks for heads up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/810172225","repostId":"1106557064","repostType":2,"repost":{"id":"1106557064","kind":"news","pubTimestamp":1629954897,"share":"https://ttm.financial/m/news/1106557064?lang=&edition=fundamental","pubTime":"2021-08-26 13:14","market":"us","language":"en","title":"Xpeng Q2 Earnings: Expanding exports, manufacturing base","url":"https://stock-news.laohu8.com/highlight/detail?id=1106557064","media":"seekingalpha","summary":"XPeng Inc. is scheduled to announce Q2 earnings results on Thursday, August 26th, before market open","content":"<p><a href=\"https://laohu8.com/S/XPEV\">XPeng Inc.</a> is scheduled to announce <a href=\"https://laohu8.com/S/QTWO\">Q2</a> earnings results on Thursday, August 26th, before market open.</p>\n<p>The consensus EPS Estimate is -$0.25and the consensus Revenue Estimate is $515.55M.</p>\n<p>The company is underway expanding its exports to Europe with commencing its first shipment of the flagship P7 sedan to Norway.</p>\n<p>Overall, <a href=\"https://laohu8.com/S/CAAS\">China</a> sales are booming with Xpeng sales in Julyat 8,040 EVs, mostly P7s, up 228% Y/Y; it sold 38,778 EVs in the first seven months of the year, a 388% increase.</p>\n<p>Also, the company expanded production capacity in Zhaoqing manufacturing base with planned annual design production capacity to increase to 200K from 100K.</p>\n<p>Aconcernto cite are the Beijing moves for tightening regulation in the tech sector and a broad warning from SEC Chairman Gary Gensler on the risks of investing in Chinese companies.</p>\n<p>In the past 5-day trading session, the stock has gained 7.1%; Wall Street Analysts ratingis Bullish on the stock, PT $51.43.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Xpeng Q2 Earnings: Expanding exports, manufacturing base</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nXpeng Q2 Earnings: Expanding exports, manufacturing base\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-26 13:14 GMT+8 <a href=https://seekingalpha.com/news/3734113-xpeng-q2-2021-earnings-preview><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>XPeng Inc. is scheduled to announce Q2 earnings results on Thursday, August 26th, before market open.\nThe consensus EPS Estimate is -$0.25and the consensus Revenue Estimate is $515.55M.\nThe company is...</p>\n\n<a href=\"https://seekingalpha.com/news/3734113-xpeng-q2-2021-earnings-preview\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"QTWO":"Q2 Holdings Inc","XPEV":"小鹏汽车"},"source_url":"https://seekingalpha.com/news/3734113-xpeng-q2-2021-earnings-preview","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1106557064","content_text":"XPeng Inc. is scheduled to announce Q2 earnings results on Thursday, August 26th, before market open.\nThe consensus EPS Estimate is -$0.25and the consensus Revenue Estimate is $515.55M.\nThe company is underway expanding its exports to Europe with commencing its first shipment of the flagship P7 sedan to Norway.\nOverall, China sales are booming with Xpeng sales in Julyat 8,040 EVs, mostly P7s, up 228% Y/Y; it sold 38,778 EVs in the first seven months of the year, a 388% increase.\nAlso, the company expanded production capacity in Zhaoqing manufacturing base with planned annual design production capacity to increase to 200K from 100K.\nAconcernto cite are the Beijing moves for tightening regulation in the tech sector and a broad warning from SEC Chairman Gary Gensler on the risks of investing in Chinese companies.\nIn the past 5-day trading session, the stock has gained 7.1%; Wall Street Analysts ratingis Bullish on the stock, PT $51.43.","news_type":1},"isVote":1,"tweetType":1,"viewCount":38,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}