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2021-08-23

$Naked Brand(NAKD)$Waiting today news

2021-07-07

$Just Eat Takeaway.com N.V. American Depositary Shares(GRUB)$ Looking for go up soon

2021-06-10

Lik

Company spending is 'going ballistic.' Wall Street analysts expect these stocks to benefit

2021-06-05

Yes

3 Technology Stocks You Can Buy and Hold for the Next Decade

2021-09-15

$Tiger Brokers(TIGR)$Holding to recover

2021-08-13

$Tiger Brokers(TIGR)$Waiting to up

2021-07-14

Like

Powell will stress patience in Capitol Hill testimony this week

2021-06-16

Like

Big Tech critic Khan becomes U.S. FTC chair

2021-09-12

$Tiger Brokers(TIGR)$Good financial report and hope to see up trend soon

2021-07-31

$Tiger Brokers(TIGR)$I hope to see some Move by next week

2021-07-29

Ok

Is Netflix's Move Into Gaming a Sign Its Best Days Are Over?

2021-07-19

Really

Big Contrarian Investor Sold Apple, Microsoft Stock, Bought Pfizer and Merck

2021-07-12

$American Airlines(AAL)$Hope to see green soon

2021-07-12

Like[Smile]

Biden’s $2.5 Trillion Plan Could Send These 3 EV Stocks Soaring

2021-07-01

$NIO Inc.(NIO)$Hope to go next level

2021-06-25

Like

Toplines Before US Market Open on Friday

2021-09-22

$Sundial Growers Inc.(SNDL)$Waiting to sell off

2021-09-10

$Tiger Brokers(TIGR)$Hope it will go further up

2021-07-19

$Naked Brand(NAKD)$???

2021-07-17

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Don't Fear A Stock Market Crash

Go to Tiger App to see more news

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23:00","market":"us","language":"en","title":"2 Blue-Chip Strong Buys With 5% Yields","url":"https://stock-news.laohu8.com/highlight/detail?id=2219347225","media":"seekingalpha","summary":"Riddy/iStock via Getty Images Co-produced by Austin Rogers for High Yield Investor War & Inflation P","content":"<html><body><p><figure><picture><img height=\"957px\" src=\"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/138210558/image_138210558.jpg?io=getty-c-w750\" srcset=\"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/138210558/image_138210558.jpg?io=getty-c-w1536 1536w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/138210558/image_138210558.jpg?io=getty-c-w1280 1280w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/138210558/image_138210558.jpg?io=getty-c-w1080 1080w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/138210558/image_138210558.jpg?io=getty-c-w750 750w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/138210558/image_138210558.jpg?io=getty-c-w640 640w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/138210558/image_138210558.jpg?io=getty-c-w480 480w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/138210558/image_138210558.jpg?io=getty-c-w320 320w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/138210558/image_138210558.jpg?io=getty-c-w240 240w\" width=\"1536px\"/></picture><figcaption><p>Riddy/iStock via Getty Images</p></figcaption></figure></p> <p><em>Co-produced by Austin Rogers for High Yield Investor</em></p> <h2><strong>War &amp; Inflation Produce Opportunities</strong></h2> <p>Volatility has returned to the stock market with a vengeance in 2022, driven by three predominant headwinds:</p> <ol> <li>Rising interest rates &amp; bond yields</li> <li>High inflation</li> <li>War in Ukraine</li> </ol> <p>Since interest rates have risen largely as a response to high inflation and in anticipation of the Federal Reserve's impending rate hiking cycle, it makes sense to pinpoint inflation as <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the primary culprits of the current market volatility.</p><div></div> <p>We all know by now about the 7%+ consumer price index readings seen so far this year, but producer prices have been rising even faster.</p> <p><figure><img height=\"366\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2022/3/9/saupload_1c4c9522bb505a74ff05133f95a57b05.png\" width=\"635\"/><figcaption>Data by YCharts</figcaption></figure></p> <p>And now, with the price of oil (CL1:COM) having recently soared above $120 per barrel, it's difficult to envision inflation cooling down soon. This should result in continued high inflation for both consumers and producers. After all, all kinds of goods require transportation from the producer to the consumer, and oil is by far the most important fuel for such transportation.</p> <p>As the United States bans Russian oil &amp; gas imports, the supply-demand imbalance seems to still be tilted toward higher prices, as Russia supplies nearly 10% of US petroleum imports.</p> <p>Unfortunately, though the US is sitting on top of ample oil &amp; gas reserves, American oil production has only grown at a crawling pace since the onset of COVID-19, and output remains well below its pre-pandemic level.</p> <p><figure><img height=\"366\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2022/3/9/saupload_7063edfd6e9e9e9ee8ea387a13eb11ae.png\" width=\"635\"/><figcaption>Data by YCharts</figcaption></figure></p> <p>And then there's the uncertainty that goes along with the war in Ukraine. Of course, as far as markets are concerned, the physical violence and destruction in Ukraine, heartbreaking as it is, makes up only a small part of the financial concern. The broader economic war being waged between the West and Russia, including sanctions and import bans, have the potential to wreak much more havoc on US businesses.</p><div></div> <p>And yet, investors have bought the dip on multiple days during this conflict.</p> <p>In fact, a shallow dip in stocks would be right in line with historical geopolitical events, especially those in which the US was not directly involved.</p> <p><figure><picture><img loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2022/3/9/52820996-16468354035350301.png\"/></picture><figcaption><p>Drawdowns during geopolitical events (Fundstrat)</p></figcaption></figure></p> <p>Interestingly, as of the end of trading on Tuesday, March 8th, the S&amp;P 500 (SPY) was down exactly 4.6% - the same as the average drawdown during geopolitical shocks historically - since the beginning of the war in Ukraine.</p> <p>These typically brief market selloffs catalyzed by war events have historically resulted in strong rebounds, making them good \"buy the dip\" opportunities. Hence the \"buy the invasion\" charts are making the rounds in the financial sphere of the Internet.</p> <p><figure><picture><img loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2022/3/9/52820996-16468354032226362.jpg\"/></picture><figcaption><p>Buy the invasion (Eugene Ng <a href=\"https://laohu8.com/S/TWTR\">Twitter</a>)</p></figcaption></figure></p> <p>As for whether the market continued higher or turned lower after the initial rebound, that depended much more on the prevailing market conditions at the time - whether a bull market or bear market.</p> <p>At this point, the economic consequences of the war and the inflationary outbreak are becoming intertwined, disrupting supply and pushing prices higher. That's the bad news.</p> <p>The good news is that the market has severely punished certain stocks, even blue-chip dividend growth stalwarts with strong balance sheets, as a result of these headwinds. This has created good buying opportunities for the long-term investor.</p><div></div> <p>Let's take a look at two of these opportunities.</p> <h2> <strong>1. Unilever <a href=\"https://laohu8.com/S/PLC\">PLC</a> (</strong><strong>UL</strong><strong>)</strong> </h2> <p>Whether or not you've heard of Unilever, you almost definitely have at least one of the England-based company's products in your home. UL makes a variety of consumer staples products, from personal care to beauty to home care to food &amp; beverages. They are the owners of Dove, Axe, Ben &amp; Jerry's, Breyers, and many other consumer brands.</p> <p><figure><picture><img loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2022/3/9/saupload_DSy1wicW0AAwEt0.jpg\"/></picture><figcaption><p>Unilever brands (Unilever)</p></figcaption></figure></p> <p>One intriguing aspect of UL is its international diversification and especially its concentration in the faster-growing populations of emerging markets like China, India, and Africa.</p> <p>Due largely to soaring input costs for its core products, UL's stock price is down over 27% from just before the outbreak of COVID-19.</p> <p><figure><picture><img loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2022/3/9/52820996-16468354033600588.png\"/></picture><figcaption><p>Unilever price performance (YCHARTS)</p></figcaption></figure></p> <p>The war in Ukraine is only the latest hit taken by the consumer staples giant. UL has suspended all imports of its products and exports of input materials from Russia. Further, the company is stopping all investments, media, and advertisements in the country and has vowed not to profit from any current sales of its products inside Russia.</p> <p>How much exactly this will hurt UL's bottom line is unknown. Indeed, it may simply be a posturing gesture, since Western sanctions on the Russian financial sector make it very difficult to pull money out of the country anyway. But, in any case, it couldn't help.</p><div></div> <p>The good news for UL is that management is actively working to offset the harmful effects of inflation with cost cuts and price hikes. Prior to the Russia-Ukraine conflict outbreak, management expected to restore most of its pre-COVID margin in 2023.</p> <p><figure><picture><img loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2022/3/9/52820996-16468354034190435.png\"/></picture><figcaption><p>Unilever margins (Unilever)</p></figcaption></figure></p> <p>Even if it proves difficult to fully restore UL's margins in the near term, the company's popular brands should give it the pricing power to restore them <em>eventually</em>.</p> <p>In fact, in 2021, most of UL's revenue growth was derived from price hikes and changes in the mix of products sold rather than unit volume.</p> <p><figure><picture><img loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2022/3/9/52820996-16468354033564308.png\"/></picture><figcaption><p>Unilever 2021 results (Unilever)</p></figcaption></figure></p> <p>Last year, despite soaring input costs, UL's underlying operating margin only compressed by 10 basis points versus that of 2020 and was down only 20 basis points from 2018's operating margin. Likewise, return on invested capital in 2021 slipped only slightly from 2020's ~18% to 17.2%.</p> <p><figure><picture><img loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2022/3/9/52820996-16468354034551764.png\"/></picture><figcaption><p>Unilever 2021 results (Unilever)</p></figcaption></figure></p><div></div> <p>Likewise, earnings per share continued to grow last year as well.</p> <p>Though such a large company as UL doesn't come by growth easily, management appears to be taking the right steps to improve the long-term outlook. They have continued their well-established track record of selling slow-growing segments, such as the recent disposition of Lipton and other tea brands, and reinvesting into faster-growing brands.</p> <p>What's more, activist investor Nelson Peltz of Trian Partners recently took a stake in UL. This could be good news since Trian's activist investing in the likes of Procter &amp; Gamble (PG) seemed to work out well for that consumer staples company's growth.</p> <p>Moreover, with an investment-grade balance sheet and net debt to EBITDA of 2.2x, UL appears to have the financial fortitude to weather the current inflationary storm.</p> <p>UL's ~4.6% dividend yield looks very attractive for long-term investors. The yield combined with the growth and multiple expansion should be enough to deliver double-digit annual total returns going forward.</p> <h2> <strong>2. Leggett &amp; Platt (</strong><strong>LEG</strong><strong>)</strong> </h2> <p>LEG is a newly minted \"Dividend King,\" having recently raised its dividend for the 50th consecutive year in a row. Obviously, it takes a special combination of farsighted management, prudent financial stewardship, and consistently smart capital allocation to achieve such a long record of dividend growth.</p> <p>Though not customer-facing like Unilever, LEG makes products and components that end up in numerous big-ticket consumer products, from mattresses to car seats to flooring to couches and other furniture.</p> <p><figure><picture><img loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2022/3/9/saupload_1574455159527-image_thumb1.png\"/></picture><figcaption><p>Leggett &amp; Platt product mix (Leggett &amp; Platt)</p></figcaption></figure></p> <p>Though nowhere near the ~50% decline registered at the beginning of the pandemic, LEG's stock price is still down around 20% from its level immediately preceding the COVID-19 outbreak.</p> <p><figure><img height=\"366\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2022/3/9/saupload_e47e003d4923375d24dd70046df0439f.png\" width=\"635\"/><figcaption>Data by YCharts</figcaption></figure></p><div></div> <p>Though LEG has been hurt by input cost inflation like many other companies, the good news is that its revenue has rebounded strongly from the pandemic year of 2020, during which the company suffered a 10% drop in sales. Here are LEG's net sales by year:</p> <ul> <li>2017: $3.94 billion</li> <li>2018: $4.27 billion</li> <li><strong>2019: $4.75 billion</strong></li> <li>2020: $4.28 billion</li> <li><strong>2021: $5.07 billion</strong></li> </ul> <p>As you can see, 2021 net sales were up 19% from 2020's number and 6.7% from 2019's number. But with the ravages of inflation in 2021, how did earnings per share hold up? Here's how reported diluted EPS looked:</p> <ul> <li>2017: $2.14</li> <li>2018: $2.26</li> <li><strong>2019: $2.47</strong></li> <li>2020: $1.82</li> <li><strong>2021: $2.94</strong></li> </ul> <p>Now, note that this is reported, or GAAP, EPS. But even adjusted EPS came in strong in 2021: $2.78 versus $2.16 in 2020. That is, adjusted EPS rose 28.7% from 2020 to 2021.</p> <p>Though it wasn't until the fourth quarter that cost pressures dragged down LEG's EBIT (earnings before interest and taxes) margin the most - from 13.2% in Q4 2020 to 11.4% in Q4 2021. This goes a long way in explaining the 55% drop in operating cash flow from $603 million in 2020 to $271 million in 2021.</p> <p>But management expects 2022 to be the toughest for margins. The guidance calls for revenue of $5.3 billion to $5.6 billion and adjusted EPS of $2.70 to $3.00. But its EBIT margin is expected to decline even further from Q4 2021's depressed level of 11.4% to a range of 10.5% to 11.0%.</p> <p><figure><picture><img loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2022/3/9/52820996-1646835403571205.png\"/></picture><figcaption><p>2022 Guidance (Leggett &amp; Platt)</p></figcaption></figure></p> <p>The midpoint of EPS guidance for 2022 reflects ~2.5% earnings growth this year. While that doesn't sound impressive, it will still be quite a feat given the enormous challenges facing industrial businesses like LEG right now.</p> <p>Keep in mind that:</p> <ul> <li>LEG is a leader in its various product segments and should enjoy enough pricing power to rebuild its margins in the coming years,</li> <li>This high inflation almost certainly won't last forever, and</li> <li>LEG's BBB-rated balance sheet and 2.29x leverage ratio are quite comfortable.</li> </ul> <p>Recall that LEG's dividend growth streak has lasted 50 years, which means that the current inflationary bout is not the company's first time being tested under the strain of high oil and other input prices. The company continued to grow and raise its dividend through the inflation of the 1970s and 1980s, and in all likelihood, it will do the same this time.</p> <p>With this in mind, LEG's ~4.6% dividend yield looks quite attractive right now, and just like UL, we expect double-digit total returns going forward.</p> <h2><strong>Bottom Line</strong></h2> <p>Based on the current euro-to-dollar exchange rate, UL's 2021 EPS was about $2.85, making its current ADR price to earnings ratio 15.3x. Meanwhile, LEG's price to adjusted EPS sits at ~13.2x. For blue-chip stocks like UL and LEG, these are deep value prices.</p> <p>Of course, a stock doesn't become a deep value without a little pain or some kind of valid fear from the market. The trick is to find strong businesses with resilient business models and/or products, prudent management, and a long-term orientation that are going through <em>temporary</em> challenges that are solvable over time. Once one finds such companies, the key is simply to buy at good prices and hold patiently, collecting dividends along the journey.</p>\n</body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>2 Blue-Chip Strong Buys With 5% Yields</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n2 Blue-Chip Strong Buys With 5% Yields\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-13 23:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4494147-2-blue-chip-strong-buys-with-5-percent-yields><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Riddy/iStock via Getty Images Co-produced by Austin Rogers for High Yield Investor War & Inflation Produce Opportunities Volatility has returned to the stock market with a vengeance in 2022, driven by...</p>\n\n<a href=\"https://seekingalpha.com/article/4494147-2-blue-chip-strong-buys-with-5-percent-yields\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","BK4559":"巴菲特持仓","SPXU":"三倍做空标普500ETF","BK4526":"热门中概股","BK4550":"红杉资本持仓","BK4095":"家庭装饰品","OEX":"标普100","PG":"宝洁","SPY":"标普500ETF",".SPX":"S&P 500 Index","OEF":"标普100指数ETF-iShares","LEG":"礼恩派","BK4581":"高盛持仓","SDS":"两倍做空标普500ETF","BK4505":"高瓴资本持仓","BK4504":"桥水持仓","TUYA":"涂鸦智能","BK4183":"个人用品","UN":"联合利华(荷兰)","SSO":"两倍做多标普500ETF","BK4023":"应用软件","BK4558":"双十一","SH":"标普500反向ETF","UL":"联合利华(英国)","ULVR.UK":"联合利华","BK4018":"居家用品","IVV":"标普500指数ETF","BK4567":"ESG概念","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","UPRO":"三倍做多标普500ETF","BK4509":"腾讯概念"},"source_url":"https://seekingalpha.com/article/4494147-2-blue-chip-strong-buys-with-5-percent-yields","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2219347225","content_text":"Riddy/iStock via Getty Images Co-produced by Austin Rogers for High Yield Investor War & Inflation Produce Opportunities Volatility has returned to the stock market with a vengeance in 2022, driven by three predominant headwinds:  Rising interest rates & bond yields High inflation War in Ukraine  Since interest rates have risen largely as a response to high inflation and in anticipation of the Federal Reserve's impending rate hiking cycle, it makes sense to pinpoint inflation as one of the primary culprits of the current market volatility. We all know by now about the 7%+ consumer price index readings seen so far this year, but producer prices have been rising even faster. Data by YCharts And now, with the price of oil (CL1:COM) having recently soared above $120 per barrel, it's difficult to envision inflation cooling down soon. This should result in continued high inflation for both consumers and producers. After all, all kinds of goods require transportation from the producer to the consumer, and oil is by far the most important fuel for such transportation. As the United States bans Russian oil & gas imports, the supply-demand imbalance seems to still be tilted toward higher prices, as Russia supplies nearly 10% of US petroleum imports. Unfortunately, though the US is sitting on top of ample oil & gas reserves, American oil production has only grown at a crawling pace since the onset of COVID-19, and output remains well below its pre-pandemic level. Data by YCharts And then there's the uncertainty that goes along with the war in Ukraine. Of course, as far as markets are concerned, the physical violence and destruction in Ukraine, heartbreaking as it is, makes up only a small part of the financial concern. The broader economic war being waged between the West and Russia, including sanctions and import bans, have the potential to wreak much more havoc on US businesses. And yet, investors have bought the dip on multiple days during this conflict. In fact, a shallow dip in stocks would be right in line with historical geopolitical events, especially those in which the US was not directly involved. Drawdowns during geopolitical events (Fundstrat) Interestingly, as of the end of trading on Tuesday, March 8th, the S&P 500 (SPY) was down exactly 4.6% - the same as the average drawdown during geopolitical shocks historically - since the beginning of the war in Ukraine. These typically brief market selloffs catalyzed by war events have historically resulted in strong rebounds, making them good \"buy the dip\" opportunities. Hence the \"buy the invasion\" charts are making the rounds in the financial sphere of the Internet. Buy the invasion (Eugene Ng Twitter) As for whether the market continued higher or turned lower after the initial rebound, that depended much more on the prevailing market conditions at the time - whether a bull market or bear market. At this point, the economic consequences of the war and the inflationary outbreak are becoming intertwined, disrupting supply and pushing prices higher. That's the bad news. The good news is that the market has severely punished certain stocks, even blue-chip dividend growth stalwarts with strong balance sheets, as a result of these headwinds. This has created good buying opportunities for the long-term investor. Let's take a look at two of these opportunities.  1. Unilever PLC (UL)  Whether or not you've heard of Unilever, you almost definitely have at least one of the England-based company's products in your home. UL makes a variety of consumer staples products, from personal care to beauty to home care to food & beverages. They are the owners of Dove, Axe, Ben & Jerry's, Breyers, and many other consumer brands. Unilever brands (Unilever) One intriguing aspect of UL is its international diversification and especially its concentration in the faster-growing populations of emerging markets like China, India, and Africa. Due largely to soaring input costs for its core products, UL's stock price is down over 27% from just before the outbreak of COVID-19. Unilever price performance (YCHARTS) The war in Ukraine is only the latest hit taken by the consumer staples giant. UL has suspended all imports of its products and exports of input materials from Russia. Further, the company is stopping all investments, media, and advertisements in the country and has vowed not to profit from any current sales of its products inside Russia. How much exactly this will hurt UL's bottom line is unknown. Indeed, it may simply be a posturing gesture, since Western sanctions on the Russian financial sector make it very difficult to pull money out of the country anyway. But, in any case, it couldn't help. The good news for UL is that management is actively working to offset the harmful effects of inflation with cost cuts and price hikes. Prior to the Russia-Ukraine conflict outbreak, management expected to restore most of its pre-COVID margin in 2023. Unilever margins (Unilever) Even if it proves difficult to fully restore UL's margins in the near term, the company's popular brands should give it the pricing power to restore them eventually. In fact, in 2021, most of UL's revenue growth was derived from price hikes and changes in the mix of products sold rather than unit volume. Unilever 2021 results (Unilever) Last year, despite soaring input costs, UL's underlying operating margin only compressed by 10 basis points versus that of 2020 and was down only 20 basis points from 2018's operating margin. Likewise, return on invested capital in 2021 slipped only slightly from 2020's ~18% to 17.2%. Unilever 2021 results (Unilever) Likewise, earnings per share continued to grow last year as well. Though such a large company as UL doesn't come by growth easily, management appears to be taking the right steps to improve the long-term outlook. They have continued their well-established track record of selling slow-growing segments, such as the recent disposition of Lipton and other tea brands, and reinvesting into faster-growing brands. What's more, activist investor Nelson Peltz of Trian Partners recently took a stake in UL. This could be good news since Trian's activist investing in the likes of Procter & Gamble (PG) seemed to work out well for that consumer staples company's growth. Moreover, with an investment-grade balance sheet and net debt to EBITDA of 2.2x, UL appears to have the financial fortitude to weather the current inflationary storm. UL's ~4.6% dividend yield looks very attractive for long-term investors. The yield combined with the growth and multiple expansion should be enough to deliver double-digit annual total returns going forward.  2. Leggett & Platt (LEG)  LEG is a newly minted \"Dividend King,\" having recently raised its dividend for the 50th consecutive year in a row. Obviously, it takes a special combination of farsighted management, prudent financial stewardship, and consistently smart capital allocation to achieve such a long record of dividend growth. Though not customer-facing like Unilever, LEG makes products and components that end up in numerous big-ticket consumer products, from mattresses to car seats to flooring to couches and other furniture. Leggett & Platt product mix (Leggett & Platt) Though nowhere near the ~50% decline registered at the beginning of the pandemic, LEG's stock price is still down around 20% from its level immediately preceding the COVID-19 outbreak. Data by YCharts Though LEG has been hurt by input cost inflation like many other companies, the good news is that its revenue has rebounded strongly from the pandemic year of 2020, during which the company suffered a 10% drop in sales. Here are LEG's net sales by year:  2017: $3.94 billion 2018: $4.27 billion 2019: $4.75 billion 2020: $4.28 billion 2021: $5.07 billion  As you can see, 2021 net sales were up 19% from 2020's number and 6.7% from 2019's number. But with the ravages of inflation in 2021, how did earnings per share hold up? Here's how reported diluted EPS looked:  2017: $2.14 2018: $2.26 2019: $2.47 2020: $1.82 2021: $2.94  Now, note that this is reported, or GAAP, EPS. But even adjusted EPS came in strong in 2021: $2.78 versus $2.16 in 2020. That is, adjusted EPS rose 28.7% from 2020 to 2021. Though it wasn't until the fourth quarter that cost pressures dragged down LEG's EBIT (earnings before interest and taxes) margin the most - from 13.2% in Q4 2020 to 11.4% in Q4 2021. This goes a long way in explaining the 55% drop in operating cash flow from $603 million in 2020 to $271 million in 2021. But management expects 2022 to be the toughest for margins. The guidance calls for revenue of $5.3 billion to $5.6 billion and adjusted EPS of $2.70 to $3.00. But its EBIT margin is expected to decline even further from Q4 2021's depressed level of 11.4% to a range of 10.5% to 11.0%. 2022 Guidance (Leggett & Platt) The midpoint of EPS guidance for 2022 reflects ~2.5% earnings growth this year. While that doesn't sound impressive, it will still be quite a feat given the enormous challenges facing industrial businesses like LEG right now. Keep in mind that:  LEG is a leader in its various product segments and should enjoy enough pricing power to rebuild its margins in the coming years, This high inflation almost certainly won't last forever, and LEG's BBB-rated balance sheet and 2.29x leverage ratio are quite comfortable.  Recall that LEG's dividend growth streak has lasted 50 years, which means that the current inflationary bout is not the company's first time being tested under the strain of high oil and other input prices. The company continued to grow and raise its dividend through the inflation of the 1970s and 1980s, and in all likelihood, it will do the same this time. With this in mind, LEG's ~4.6% dividend yield looks quite attractive right now, and just like UL, we expect double-digit total returns going forward. Bottom Line Based on the current euro-to-dollar exchange rate, UL's 2021 EPS was about $2.85, making its current ADR price to earnings ratio 15.3x. Meanwhile, LEG's price to adjusted EPS sits at ~13.2x. For blue-chip stocks like UL and LEG, these are deep value prices. Of course, a stock doesn't become a deep value without a little pain or some kind of valid fear from the market. The trick is to find strong businesses with resilient business models and/or products, prudent management, and a long-term orientation that are going through temporary challenges that are solvable over time. Once one finds such companies, the key is simply to buy at good prices and hold patiently, collecting dividends along the journey.","news_type":1},"isVote":1,"tweetType":1,"viewCount":449,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9030681086,"gmtCreate":1645708620023,"gmtModify":1676534055832,"author":{"id":"3576319038001885","authorId":"3576319038001885","name":"Natdns","avatar":"https://static.tigerbbs.com/be6cb184b10d5e613602b38d396409cf","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576319038001885","authorIdStr":"3576319038001885"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9030681086","repostId":"2213423299","repostType":4,"repost":{"id":"2213423299","kind":"news","pubTimestamp":1645703483,"share":"https://ttm.financial/m/news/2213423299?lang=&edition=fundamental","pubTime":"2022-02-24 19:51","market":"us","language":"en","title":"Tesla Plans New Shanghai Plant To More Than Double China Capacity","url":"https://stock-news.laohu8.com/highlight/detail?id=2213423299","media":"Reuters","summary":" (Reuters) - Tesla Inc plans to start work on a new plant in Shanghai as soon as next month as part of a plan to more than double production capacity in China to meet growing demand for its cars in th","content":"<html><head></head><body><p> (Reuters) - Tesla Inc plans to start work on a new plant in Shanghai as soon as next month as part of a plan to more than double production capacity in China to meet growing demand for its cars in the country and export markets, two people familiar with the matter told Reuters.</p><p>Once the new plant is fully operational, Tesla will have the capacity to produce up to 2 million cars per year at its expanded Shanghai facility, the company&#39;s main export hub, according to the people, who asked not to be identified in discussing still-private plans.</p><p>The new plant will be located in the vicinity of its existing production base in Lingang, Pudong New Area.</p><p>Tesla declined to comment.</p><p>The expansion, if it goes ahead, would give Tesla EV-dedicated production capacity in the world&#39;s largest auto market on a par with more established brands in China.</p><p>In comparison, Toyota Motor Corp produced 1.6 million vehicles in China in 2021. General Motors produced 1.4 million with its major Chinese partner SAIC Motor Corp . Volkswagen plans to have capacity to make 1 million EVs in China by 2023.</p><p>The cost of the planned expansion and Tesla&#39;s timetable for completion were not immediately known.</p><p>Tesla started production at its Shanghai plant - also known as the Gigafactory 3 - less than a year after breaking ground. The plant makes the Tesla Model 3 sedan and the Model Y crossover.</p><p>Expansion plans for the existing plant aim to put Tesla on track to produce around 1 million vehicles this year, two sources familiar with the expansion plans told Reuters, though <a href=\"https://laohu8.com/S/AONE.U\">one</a> said this also depended on the availability of parts.</p><p>Tesla has projected to take its weekly production to about 22,000 vehicles at the plant in the coming months, one of the sources said.</p><p>That production rate would amount to about 1.1 million vehicles over a year, more than double the plant&#39;s original projected capacity.</p><p>Reuters previously reported that Tesla could expand its capacity on the existing site.</p><p>The Shanghai city government did not immediately respond to a request for comment.</p><p>Shanghai has been a supporter of Tesla&#39;s establishment of a wholly-owned factory in China - the first foreign auto plant not required to form a joint venture with a Chinese partner.</p><p>In a regulatory filing with Shanghai earlier this week, Tesla said it planned to expand parts production at its Shanghai factory, hiring additional workers and running its factory for longer in a day, to meet growing export demand.</p><p>Tesla sales have surged in China and its Shanghai factory has become a crucial export hub to markets such as Germany and Japan. Last year, Tesla&#39;s China-made cars accounted for around half of the 936,000 vehicles it delivered globally, based on Reuters calculations using China Passenger Car Association data.</p><p>Earlier this month, Tesla said its China revenue more than doubled in 2021 to $13.8 billion from the previous year. Elon Musk also said in October that Shanghai had surpassed its Fremont, California factory -- the company&#39;s first plant -- in output.</p><p>Tesla has faced delays in opening a plant in Germany. Musk had originally aimed to open a Berlin plant in July last year. Approval for the plant has been complicated by a court case challenging a licence granted to its water supplier.</p></body></html>","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Plans New Shanghai Plant To More Than Double China Capacity</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\">\nTesla Plans New Shanghai Plant To More Than Double China Capacity\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-24 19:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/exclusive-tesla-plans-shanghai-plant-113054992.html><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Reuters) - Tesla Inc plans to start work on a new plant in Shanghai as soon as next month as part of a plan to more than double production capacity in China to meet growing demand for its cars in the...</p>\n\n<a href=\"https://finance.yahoo.com/news/exclusive-tesla-plans-shanghai-plant-113054992.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4533":"AQR资本管理(全球第二大对冲基金)","BK4550":"红杉资本持仓","BK4555":"新能源车","BK4099":"汽车制造商","BK4124":"机动车零配件与设备","BK4551":"寇图资本持仓","BK4548":"巴美列捷福持仓","CAAS":"中汽系统","TSLA":"特斯拉","BK4527":"明星科技股","BK4534":"瑞士信贷持仓"},"source_url":"https://finance.yahoo.com/news/exclusive-tesla-plans-shanghai-plant-113054992.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2213423299","content_text":"(Reuters) - Tesla Inc plans to start work on a new plant in Shanghai as soon as next month as part of a plan to more than double production capacity in China to meet growing demand for its cars in the country and export markets, two people familiar with the matter told Reuters.Once the new plant is fully operational, Tesla will have the capacity to produce up to 2 million cars per year at its expanded Shanghai facility, the company's main export hub, according to the people, who asked not to be identified in discussing still-private plans.The new plant will be located in the vicinity of its existing production base in Lingang, Pudong New Area.Tesla declined to comment.The expansion, if it goes ahead, would give Tesla EV-dedicated production capacity in the world's largest auto market on a par with more established brands in China.In comparison, Toyota Motor Corp produced 1.6 million vehicles in China in 2021. General Motors produced 1.4 million with its major Chinese partner SAIC Motor Corp . Volkswagen plans to have capacity to make 1 million EVs in China by 2023.The cost of the planned expansion and Tesla's timetable for completion were not immediately known.Tesla started production at its Shanghai plant - also known as the Gigafactory 3 - less than a year after breaking ground. The plant makes the Tesla Model 3 sedan and the Model Y crossover.Expansion plans for the existing plant aim to put Tesla on track to produce around 1 million vehicles this year, two sources familiar with the expansion plans told Reuters, though one said this also depended on the availability of parts.Tesla has projected to take its weekly production to about 22,000 vehicles at the plant in the coming months, one of the sources said.That production rate would amount to about 1.1 million vehicles over a year, more than double the plant's original projected capacity.Reuters previously reported that Tesla could expand its capacity on the existing site.The Shanghai city government did not immediately respond to a request for comment.Shanghai has been a supporter of Tesla's establishment of a wholly-owned factory in China - the first foreign auto plant not required to form a joint venture with a Chinese partner.In a regulatory filing with Shanghai earlier this week, Tesla said it planned to expand parts production at its Shanghai factory, hiring additional workers and running its factory for longer in a day, to meet growing export demand.Tesla sales have surged in China and its Shanghai factory has become a crucial export hub to markets such as Germany and Japan. Last year, Tesla's China-made cars accounted for around half of the 936,000 vehicles it delivered globally, based on Reuters calculations using China Passenger Car Association data.Earlier this month, Tesla said its China revenue more than doubled in 2021 to $13.8 billion from the previous year. Elon Musk also said in October that Shanghai had surpassed its Fremont, California factory -- the company's first plant -- in output.Tesla has faced delays in opening a plant in Germany. Musk had originally aimed to open a Berlin plant in July last year. 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news","images":[{"img":"https://static.tigerbbs.com/db6a669c75e000ba330cd88438ba290b","width":"1242","height":"2151"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/832485801","isVote":1,"tweetType":1,"viewCount":578,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":140394561,"gmtCreate":1625627841153,"gmtModify":1703745235381,"author":{"id":"3576319038001885","authorId":"3576319038001885","name":"Natdns","avatar":"https://static.tigerbbs.com/be6cb184b10d5e613602b38d396409cf","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576319038001885","authorIdStr":"3576319038001885"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GRUB\">$Just Eat Takeaway.com N.V. American Depositary Shares(GRUB)$</a> Looking for go up soon","listText":"<a href=\"https://laohu8.com/S/GRUB\">$Just Eat Takeaway.com N.V. American Depositary Shares(GRUB)$</a> Looking for go up soon","text":"$Just Eat Takeaway.com N.V. American Depositary Shares(GRUB)$ Looking for go up soon","images":[{"img":"https://static.tigerbbs.com/a585d2493bd214a5a928ecf53f448827","width":"1242","height":"2151"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":5,"repostSize":0,"link":"https://ttm.financial/post/140394561","isVote":1,"tweetType":1,"viewCount":472,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":183533230,"gmtCreate":1623335139520,"gmtModify":1704201219390,"author":{"id":"3576319038001885","authorId":"3576319038001885","name":"Natdns","avatar":"https://static.tigerbbs.com/be6cb184b10d5e613602b38d396409cf","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576319038001885","authorIdStr":"3576319038001885"},"themes":[],"htmlText":"Lik","listText":"Lik","text":"Lik","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/183533230","repostId":"1128810191","repostType":4,"repost":{"id":"1128810191","kind":"news","pubTimestamp":1623307595,"share":"https://ttm.financial/m/news/1128810191?lang=&edition=fundamental","pubTime":"2021-06-10 14:46","market":"us","language":"en","title":"Company spending is 'going ballistic.' Wall Street analysts expect these stocks to benefit","url":"https://stock-news.laohu8.com/highlight/detail?id=1128810191","media":"cnbc","summary":"Firms are “flush with cash” and spending is at its highest in history, according to investment firmJefferies, which recommended dozens of U.S. and global stocks to play the trend.Jefferies’ capital expenditure — or capex — indicator is “going ballistic,” the bank said in a research note Monday, and there has been a surge in corporate spending on big-ticket goods such as ships, as well as on smaller items like plant equipment.Investment bankJPMorganalso picked stocks set to get a boost from the c","content":"<div>\n<p>Firms are “flush with cash” and spending is at its highest in history, according to investment firmJefferies, which recommended dozens of U.S. and global stocks to play the trend.\nJefferies’ capital ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/10/investment-banks-pick-top-industrials-and-tech-stocks-to-buy.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Company spending is 'going ballistic.' Wall Street analysts expect these stocks to benefit</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\">\nCompany spending is 'going ballistic.' Wall Street analysts expect these stocks to benefit\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-10 14:46 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/10/investment-banks-pick-top-industrials-and-tech-stocks-to-buy.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Firms are “flush with cash” and spending is at its highest in history, according to investment firmJefferies, which recommended dozens of U.S. and global stocks to play the trend.\nJefferies’ capital ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/10/investment-banks-pick-top-industrials-and-tech-stocks-to-buy.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index","SPY":"标普500ETF",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://www.cnbc.com/2021/06/10/investment-banks-pick-top-industrials-and-tech-stocks-to-buy.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1128810191","content_text":"Firms are “flush with cash” and spending is at its highest in history, according to investment firmJefferies, which recommended dozens of U.S. and global stocks to play the trend.\nJefferies’ capital expenditure — or capex — indicator is “going ballistic,” the bank said in a research note Monday, and there has been a surge in corporate spending on big-ticket goods such as ships, as well as on smaller items like plant equipment.\nInvestment bankJPMorganalso picked stocks set to get a boost from the capital expenditure “bright spot.” It created two new lists of stocks likely to benefit from President Joe Biden’s $2.3 trillion infrastructure plan, as well as the E.U.’s 750 billion euro ($912 billion) recovery fund.\nThe banks’ stock picks include:\nIndustrials stocks\nMost of Jefferies buy-rated picks are industrials. It said U.S. firms were benefiting from a “huge turnaround” in capex and its picks include semiconductor firmAnalog Devicesand truck-makerPaccar. It also likes farm equipment companyJohn Deere, as well as air conditioning company Carrier Global.\nWhen it comes to international corporate spending, the analysts, led by Sean Darby, said: “We were wrong! It is not just the US that is enjoying a huge turnaround in capital investment intentions – even outside of Tech – but also the Rest-of-the-World.”\nJefferies’ international picks include Swedish leisure product manufacturerDometic Groupand German luxury RV-makerKnaus Tabbert, as well as Japanese firmHitachi Constructionand Chinese engineering firmChina Railway Group. All are buy-rated.\nEnergy and materials\nIn a note Monday, JPMorgan said it had put together two baskets of stocks: those set to benefit from President Biden’s infrastructure plan, and those likely to do well from the EU recovery fund. Firms that appear on both lists include steel firmArcelorMittaland Spanish energy companiesEDP RenewablesandIberdrola.\nTechnology and communications\nAnalysts from JPMorgan also picked semiconductor firmsInfineon TechnologiesandSTMicroelectronicsfor both their U.S. and European lists, as well as German firmDeutsche Telekom.\nFirms that appear on both Jefferies’ and JPMorgan’s lists include medical technology groupSiemens Healthineers, French train manufacturerAlstomand security firmAssa Abloy.\nA number of factors have combined to stimulate a capital spending surge, according to Jefferies’ analysts. These include old equipment that needs replacing, “buoyant” CEO confidence, an earnings turnaround leaving balance sheets “flush with cash,” and low industrial inventories.\n“Our US capex indicator has quite literally gone ballistic. It took around six years from the GFC [global financial crisis] to 2015 before a capex recovery emerged in the previous cycle. This one has taken approximately 13 months and has surged to the highest reading in history,” Jefferies’ analysts wrote.\nFor JPMorgan, company profits have also meant a surge in spending. “Corporate capex is on an accelerating path this year, given the strong rebound in corporate profitability, where profits have tended to lead capex pretty consistently. Further, bank lending standards are continuing to improve, which helps capex decisions,” the bank’s analysts wrote.","news_type":1},"isVote":1,"tweetType":1,"viewCount":66,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":112018285,"gmtCreate":1622823901347,"gmtModify":1704192036898,"author":{"id":"3576319038001885","authorId":"3576319038001885","name":"Natdns","avatar":"https://static.tigerbbs.com/be6cb184b10d5e613602b38d396409cf","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576319038001885","authorIdStr":"3576319038001885"},"themes":[],"htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/112018285","repostId":"2140540596","repostType":4,"repost":{"id":"2140540596","kind":"highlight","pubTimestamp":1622820692,"share":"https://ttm.financial/m/news/2140540596?lang=&edition=fundamental","pubTime":"2021-06-04 23:31","market":"us","language":"en","title":"3 Technology Stocks You Can Buy and Hold for the Next Decade","url":"https://stock-news.laohu8.com/highlight/detail?id=2140540596","media":"Motley Fool","summary":"It can be tough to get married to stocks -- especially tech -- but here are three to leave alone for the long haul.","content":"<p>Let's be honest. A lot of people say their positions in flashy technology companies are meant to be long-term holdings, but they're really just an effort to make a quick buck. And that's OK. Any profitable trade is technically a good trade. If you can get in and out at the right time, so be it.</p>\n<p>Thing is, there are plenty of tech names that are more than just flash-in-the-pan prospects, and are better suited for holding periods measured in years rather than weeks.</p>\n<p>Here's a closer look at three such technology companies. Not only will they be just as impressive 10 years from now as they are today, but their stocks should be trading at much higher prices.</p>\n<h2>Microsoft</h2>\n<p>It's tough to imagine a world without <b>Microsoft</b> (NASDAQ:MSFT). Its Windows operating system is installed on three-fourths of the world's desktops and laptops, according to GlobalStats, and its Office productivity software remains the gold standard for the category. <b>Sony</b>'s PlayStation gaming console enjoys more worldwide market share than Microsoft's Xbox, but the Xbox is closing the gap, and is still the most popular game console in the U.S.</p>\n<p>And these are things consumers can readily see. There's a whole different unseen array of Microsoft-made products that are doing similarly well. For instance, Canalys reports Microsoft's cloud computing business accounted for a second-best 19% of the world's first-quarter cloud infrastructure spending, and the company continues to close the gap with market-leader <b>Amazon</b>.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/362a8a5cb8d412d4e3895fa185d236b7\" tg-width=\"700\" tg-height=\"484\"><span>Image source: Getty Images.</span></p>\n<p>Now take a step back and ask a thoughtful, critical question: Is there any chance the world will have less need for computers, cloud computing, productivity software, or game consoles 10 years from now?</p>\n<p>Any reasonable and realistic answer has to be \"no.\" Indeed, it would be surprising if demand for these products and services wasn't considerably greater a decade from now. Being a market leader in multiple categories, Microsoft can steer the market's ongoing growth in a way that serves itself best. For example, the Windows operating system comes with trial versions of Office software pre-installed.</p>\n<p>Bolstering the bullish argument for long-term ownership of Microsoft is the company's evolving business model. Access to Azure, Office, and even video games can now be utilized on a monthly subscription basis, accessible via the cloud. This shift not only makes the company's products more affordable to begin using but also gives Microsoft a better chance of keeping those customers by making it easy to update and upgrade software.</p>\n<p>Last year, the last time Microsoft disclosed such data, it had already lined up more than $100 billion worth of subscription cloud revenue that had yet to be booked -- a figure that continues to edge upward.</p>\n<h2><a href=\"https://laohu8.com/S/PANW\">Palo Alto Networks</a></h2>\n<p>Even after several high-profile cybersecurity gaffes embarrassed organizations ranging from <b>Target </b>to <b>Equifax</b> to Yahoo!, some of the world's most important companies are still being hacked. Most recently, Colonial Pipeline agreed to fork over $4.4 million to a computer hacking group known as Darkside to regain control of its 5,500 miles worth of refined oil pipelines.</p>\n<p>These things are preventable. They're just not being prevented, as too many organizations don't utilize all the digital defenses available to them. Perhaps the Colonial Pipeline debacle will encourage procurement of this protection.</p>\n<p>Enter <b>Palo Alto Networks</b> (NYSE:PANW). Simply put, Palo Alto offers software preventing unauthorized access to a company's network, internal apps, and data. It's even got a ransomware protection solution in its lineup that might have been able to save Colonial Pipeline a few million bucks.</p>\n<p>The opportunity is incredible, and should remain so for a while. P&amp;S Intelligence believes the cybersecurity market will grow at an average annual pace of 12.6%, from 2019's $120 billion to $434 billion by 2030. That's a lot, but it's only a fraction of the $10.5 trillion that Cybersecurity Ventures believes cybercrime will cost the world in 2025 alone if enterprises don't step up their digital defense games.</p>\n<p>Palo Alto is doing fine, logging more than seven consecutive years of rising revenue as more and more outfits build their digital moats. Given the outlook, more of the same kind of growth is in the cards for a while.</p>\n<h2>International Business Machines</h2>\n<p>Finally, add <b>International Business Machines</b> (NYSE:IBM) to your list of technology stocks to buy and hold for the next decade.</p>\n<p>Yes, this is the same IBM that failed to respond to the advent of things like cloud computing, mobile devices, and all that goes with both. The company's \"strategic imperatives\" plan unveiled in 2015 was meant to steer the company away from a legacy mainframe business that was already dying and toward more contemporary opportunities like the aforementioned cloud and mobile security. By and large, though, it was too little too late.</p>\n<p>The IBM of today, however, isn't the IBM from even as recently as two years ago. It's ready to compete where it counts.</p>\n<p>Take last month's revelation of new technologies capable of fabricating a 2-nanometer microchip as an example. The microscopic measure is in reference to how small a chip's transistors can be made and still function properly. The smaller, the better, as smaller transistors consume less power, operate faster, and require less space when room is a factor. For perspective, 7-nanometer chips are the best the market has to offer right now.</p>\n<p>It's not just more functional chips IBM is starting to develop, either. Just within the past few weeks, the company has unveiled a way for data centers to more efficiently store and retrieve data, and launched AutoSQL, which is capable of retrieving data eight times faster than previous approaches are. Both technologies have a myriad of potential uses, including in the artificial intelligence arena.</p>\n<p>Read between the lines. This isn't yesteryear's IBM.</p>\n<p>It could still take years for the company to fully monetize these and other breakthroughs, but they're worth the wait.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Technology Stocks You Can Buy and Hold for the Next Decade</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Technology Stocks You Can Buy and Hold for the Next Decade\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-04 23:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/06/04/3-technology-stocks-you-can-buy-and-hold-for-the-n/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Let's be honest. A lot of people say their positions in flashy technology companies are meant to be long-term holdings, but they're really just an effort to make a quick buck. And that's OK. Any ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/06/04/3-technology-stocks-you-can-buy-and-hold-for-the-n/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PANW":"Palo Alto Networks","IBM":"IBM","MSFT":"微软"},"source_url":"https://www.fool.com/investing/2021/06/04/3-technology-stocks-you-can-buy-and-hold-for-the-n/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2140540596","content_text":"Let's be honest. A lot of people say their positions in flashy technology companies are meant to be long-term holdings, but they're really just an effort to make a quick buck. And that's OK. Any profitable trade is technically a good trade. If you can get in and out at the right time, so be it.\nThing is, there are plenty of tech names that are more than just flash-in-the-pan prospects, and are better suited for holding periods measured in years rather than weeks.\nHere's a closer look at three such technology companies. Not only will they be just as impressive 10 years from now as they are today, but their stocks should be trading at much higher prices.\nMicrosoft\nIt's tough to imagine a world without Microsoft (NASDAQ:MSFT). Its Windows operating system is installed on three-fourths of the world's desktops and laptops, according to GlobalStats, and its Office productivity software remains the gold standard for the category. Sony's PlayStation gaming console enjoys more worldwide market share than Microsoft's Xbox, but the Xbox is closing the gap, and is still the most popular game console in the U.S.\nAnd these are things consumers can readily see. There's a whole different unseen array of Microsoft-made products that are doing similarly well. For instance, Canalys reports Microsoft's cloud computing business accounted for a second-best 19% of the world's first-quarter cloud infrastructure spending, and the company continues to close the gap with market-leader Amazon.\nImage source: Getty Images.\nNow take a step back and ask a thoughtful, critical question: Is there any chance the world will have less need for computers, cloud computing, productivity software, or game consoles 10 years from now?\nAny reasonable and realistic answer has to be \"no.\" Indeed, it would be surprising if demand for these products and services wasn't considerably greater a decade from now. Being a market leader in multiple categories, Microsoft can steer the market's ongoing growth in a way that serves itself best. For example, the Windows operating system comes with trial versions of Office software pre-installed.\nBolstering the bullish argument for long-term ownership of Microsoft is the company's evolving business model. Access to Azure, Office, and even video games can now be utilized on a monthly subscription basis, accessible via the cloud. This shift not only makes the company's products more affordable to begin using but also gives Microsoft a better chance of keeping those customers by making it easy to update and upgrade software.\nLast year, the last time Microsoft disclosed such data, it had already lined up more than $100 billion worth of subscription cloud revenue that had yet to be booked -- a figure that continues to edge upward.\nPalo Alto Networks\nEven after several high-profile cybersecurity gaffes embarrassed organizations ranging from Target to Equifax to Yahoo!, some of the world's most important companies are still being hacked. Most recently, Colonial Pipeline agreed to fork over $4.4 million to a computer hacking group known as Darkside to regain control of its 5,500 miles worth of refined oil pipelines.\nThese things are preventable. They're just not being prevented, as too many organizations don't utilize all the digital defenses available to them. Perhaps the Colonial Pipeline debacle will encourage procurement of this protection.\nEnter Palo Alto Networks (NYSE:PANW). Simply put, Palo Alto offers software preventing unauthorized access to a company's network, internal apps, and data. It's even got a ransomware protection solution in its lineup that might have been able to save Colonial Pipeline a few million bucks.\nThe opportunity is incredible, and should remain so for a while. P&S Intelligence believes the cybersecurity market will grow at an average annual pace of 12.6%, from 2019's $120 billion to $434 billion by 2030. That's a lot, but it's only a fraction of the $10.5 trillion that Cybersecurity Ventures believes cybercrime will cost the world in 2025 alone if enterprises don't step up their digital defense games.\nPalo Alto is doing fine, logging more than seven consecutive years of rising revenue as more and more outfits build their digital moats. Given the outlook, more of the same kind of growth is in the cards for a while.\nInternational Business Machines\nFinally, add International Business Machines (NYSE:IBM) to your list of technology stocks to buy and hold for the next decade.\nYes, this is the same IBM that failed to respond to the advent of things like cloud computing, mobile devices, and all that goes with both. The company's \"strategic imperatives\" plan unveiled in 2015 was meant to steer the company away from a legacy mainframe business that was already dying and toward more contemporary opportunities like the aforementioned cloud and mobile security. By and large, though, it was too little too late.\nThe IBM of today, however, isn't the IBM from even as recently as two years ago. It's ready to compete where it counts.\nTake last month's revelation of new technologies capable of fabricating a 2-nanometer microchip as an example. The microscopic measure is in reference to how small a chip's transistors can be made and still function properly. The smaller, the better, as smaller transistors consume less power, operate faster, and require less space when room is a factor. For perspective, 7-nanometer chips are the best the market has to offer right now.\nIt's not just more functional chips IBM is starting to develop, either. Just within the past few weeks, the company has unveiled a way for data centers to more efficiently store and retrieve data, and launched AutoSQL, which is capable of retrieving data eight times faster than previous approaches are. Both technologies have a myriad of potential uses, including in the artificial intelligence arena.\nRead between the lines. This isn't yesteryear's IBM.\nIt could still take years for the company to fully monetize these and other breakthroughs, but they're worth the wait.","news_type":1},"isVote":1,"tweetType":1,"viewCount":202,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":882366571,"gmtCreate":1631662677193,"gmtModify":1676530601230,"author":{"id":"3576319038001885","authorId":"3576319038001885","name":"Natdns","avatar":"https://static.tigerbbs.com/be6cb184b10d5e613602b38d396409cf","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576319038001885","authorIdStr":"3576319038001885"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>Holding to recover","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>Holding to recover","text":"$Tiger Brokers(TIGR)$Holding to recover","images":[{"img":"https://static.tigerbbs.com/b6d51873de3411055dc398b4f0474a07","width":"1242","height":"2151"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/882366571","isVote":1,"tweetType":1,"viewCount":211,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":894697035,"gmtCreate":1628820243727,"gmtModify":1676529865189,"author":{"id":"3576319038001885","authorId":"3576319038001885","name":"Natdns","avatar":"https://static.tigerbbs.com/be6cb184b10d5e613602b38d396409cf","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576319038001885","authorIdStr":"3576319038001885"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>Waiting to up","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>Waiting to up","text":"$Tiger Brokers(TIGR)$Waiting to up","images":[{"img":"https://static.tigerbbs.com/670d00976f7e9b6f13afc4641b320929","width":"1242","height":"2151"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/894697035","isVote":1,"tweetType":1,"viewCount":455,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":145813958,"gmtCreate":1626216424274,"gmtModify":1703755531673,"author":{"id":"3576319038001885","authorId":"3576319038001885","name":"Natdns","avatar":"https://static.tigerbbs.com/be6cb184b10d5e613602b38d396409cf","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576319038001885","authorIdStr":"3576319038001885"},"themes":[],"htmlText":"Like&nbsp;","listText":"Like&nbsp;","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/145813958","repostId":"2151780560","repostType":4,"repost":{"id":"2151780560","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":1626212400,"share":"https://ttm.financial/m/news/2151780560?lang=&edition=fundamental","pubTime":"2021-07-14 05:40","market":"us","language":"en","title":"Powell will stress patience in Capitol Hill testimony this week","url":"https://stock-news.laohu8.com/highlight/detail?id=2151780560","media":"Dow Jones","summary":"Fed chairman will let lawmakers duke it out over inflation, infrastructure.\n\nFed Chairman Jerome Pow","content":"<blockquote>\n Fed chairman will let lawmakers duke it out over inflation, infrastructure.\n</blockquote>\n<p>Fed Chairman Jerome Powell will use his two days of congressional testimony this week to stress that he is in no rush to exit the central bank's easy policy stance.</p>\n<p>\"Patience will remain the watchword,\" said Ian Shepherdson, chief economist at Pantheon Macroeconomics.</p>\n<p>The strong consumer price inflation report will lead to some more pointed questions, especially from Republicans eager to blame Democrats for the rise.</p>\n<p>Headline CPI beat expectations in June , rising 0.9% after a 0.6% jump in May.</p>\n<p>But Powell is not going to rewrite his testimony due to that <a href=\"https://laohu8.com/S/AONE\">one</a> report, economists said.</p>\n<p>\"If the last two inflation prints did not shift his views in a meaningful way, it is hard to see why this <a href=\"https://laohu8.com/S/AONE.U\">one</a> will,\" said Neil Dutta, head of economics at Renaissance Macro Research.</p>\n<p>\"Powell's main job at this point will be to push back against the regional Fed presidents, who will only get louder in their calls to remove policy accommodation,\" Dutta wrote in a note to clients.</p>\n<p>The Fed is holding rates close to zero and buying $120 billion of Treasurys and mortgage-related bonds each month to keep interest rates low.</p>\n<p>Minutes of the Fed's June meeting show that officials had a lengthy discussion about when to slow down, or taper, the asset purchases. That is the likely first step in backing away from its easy policy stance.</p>\n<p>In general, economists think the Fed will announce its plans on tapering as soon as September and could start to taper by year's end. But economists don't agree on the timing.</p>\n<p>\"Powell doesn't want to make news, because if he's making news then it's because he said something different, something surprising,\" said Vine Reinhart, Mellon's chief economist, in an interview on Bloomberg Radio.</p>\n<p>\"He wants to say 'everything is on course.' They are worried about the pandemic, they're pleased with unfolding economic data, but there is a long way to go,\" Reinhart said.</p>\n<p>In a possible preview of Powell's message, San Francisco Fed President Mary Daly said Tuesday she was unfazed by the strong June CPI report and that higher inflation was temporary. She said tapering could come at the end of the year.</p>\n<p>As always, lawmakers will be seeking to use Powell to score political points.</p>\n<p>Stephen Myrow, managing director of Beacon Policy Advisors, said moderate Democrats are worried that Congress is doing too little on infrastructure and will \"throw softballs\" to Powell about maintaining his dovish stance.</p>\n<p>\"I think Powell shares more in common with the Democrats than he does Republicans,\" Myrow said.</p>\n<p>Republicans will argue Democrat policies such as extra benefits for unemployed workers have actually slowed the overall recovery and increased the inflation risk, Myrow said in an interview.</p>\n<p>Stocks closed lower on Tuesday ahead of Powell's testimony, with the S&amp;P 500 index off 0.4%.</p>\n<p>The yield on the 10-year Treasury note moved up to 1.423%, still well down from the high of 1.75% reached at the end of March.</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>Powell will stress patience in Capitol Hill testimony this week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPowell will stress patience in Capitol Hill testimony this week\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2021-07-14 05:40</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote>\n Fed chairman will let lawmakers duke it out over inflation, infrastructure.\n</blockquote>\n<p>Fed Chairman Jerome Powell will use his two days of congressional testimony this week to stress that he is in no rush to exit the central bank's easy policy stance.</p>\n<p>\"Patience will remain the watchword,\" said Ian Shepherdson, chief economist at Pantheon Macroeconomics.</p>\n<p>The strong consumer price inflation report will lead to some more pointed questions, especially from Republicans eager to blame Democrats for the rise.</p>\n<p>Headline CPI beat expectations in June , rising 0.9% after a 0.6% jump in May.</p>\n<p>But Powell is not going to rewrite his testimony due to that <a href=\"https://laohu8.com/S/AONE\">one</a> report, economists said.</p>\n<p>\"If the last two inflation prints did not shift his views in a meaningful way, it is hard to see why this <a href=\"https://laohu8.com/S/AONE.U\">one</a> will,\" said Neil Dutta, head of economics at Renaissance Macro Research.</p>\n<p>\"Powell's main job at this point will be to push back against the regional Fed presidents, who will only get louder in their calls to remove policy accommodation,\" Dutta wrote in a note to clients.</p>\n<p>The Fed is holding rates close to zero and buying $120 billion of Treasurys and mortgage-related bonds each month to keep interest rates low.</p>\n<p>Minutes of the Fed's June meeting show that officials had a lengthy discussion about when to slow down, or taper, the asset purchases. That is the likely first step in backing away from its easy policy stance.</p>\n<p>In general, economists think the Fed will announce its plans on tapering as soon as September and could start to taper by year's end. But economists don't agree on the timing.</p>\n<p>\"Powell doesn't want to make news, because if he's making news then it's because he said something different, something surprising,\" said Vine Reinhart, Mellon's chief economist, in an interview on Bloomberg Radio.</p>\n<p>\"He wants to say 'everything is on course.' They are worried about the pandemic, they're pleased with unfolding economic data, but there is a long way to go,\" Reinhart said.</p>\n<p>In a possible preview of Powell's message, San Francisco Fed President Mary Daly said Tuesday she was unfazed by the strong June CPI report and that higher inflation was temporary. She said tapering could come at the end of the year.</p>\n<p>As always, lawmakers will be seeking to use Powell to score political points.</p>\n<p>Stephen Myrow, managing director of Beacon Policy Advisors, said moderate Democrats are worried that Congress is doing too little on infrastructure and will \"throw softballs\" to Powell about maintaining his dovish stance.</p>\n<p>\"I think Powell shares more in common with the Democrats than he does Republicans,\" Myrow said.</p>\n<p>Republicans will argue Democrat policies such as extra benefits for unemployed workers have actually slowed the overall recovery and increased the inflation risk, Myrow said in an interview.</p>\n<p>Stocks closed lower on Tuesday ahead of Powell's testimony, with the S&amp;P 500 index off 0.4%.</p>\n<p>The yield on the 10-year Treasury note moved up to 1.423%, still well down from the high of 1.75% reached at the end of March.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"HIL":"希尔国际管理"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2151780560","content_text":"Fed chairman will let lawmakers duke it out over inflation, infrastructure.\n\nFed Chairman Jerome Powell will use his two days of congressional testimony this week to stress that he is in no rush to exit the central bank's easy policy stance.\n\"Patience will remain the watchword,\" said Ian Shepherdson, chief economist at Pantheon Macroeconomics.\nThe strong consumer price inflation report will lead to some more pointed questions, especially from Republicans eager to blame Democrats for the rise.\nHeadline CPI beat expectations in June , rising 0.9% after a 0.6% jump in May.\nBut Powell is not going to rewrite his testimony due to that one report, economists said.\n\"If the last two inflation prints did not shift his views in a meaningful way, it is hard to see why this one will,\" said Neil Dutta, head of economics at Renaissance Macro Research.\n\"Powell's main job at this point will be to push back against the regional Fed presidents, who will only get louder in their calls to remove policy accommodation,\" Dutta wrote in a note to clients.\nThe Fed is holding rates close to zero and buying $120 billion of Treasurys and mortgage-related bonds each month to keep interest rates low.\nMinutes of the Fed's June meeting show that officials had a lengthy discussion about when to slow down, or taper, the asset purchases. That is the likely first step in backing away from its easy policy stance.\nIn general, economists think the Fed will announce its plans on tapering as soon as September and could start to taper by year's end. But economists don't agree on the timing.\n\"Powell doesn't want to make news, because if he's making news then it's because he said something different, something surprising,\" said Vine Reinhart, Mellon's chief economist, in an interview on Bloomberg Radio.\n\"He wants to say 'everything is on course.' They are worried about the pandemic, they're pleased with unfolding economic data, but there is a long way to go,\" Reinhart said.\nIn a possible preview of Powell's message, San Francisco Fed President Mary Daly said Tuesday she was unfazed by the strong June CPI report and that higher inflation was temporary. She said tapering could come at the end of the year.\nAs always, lawmakers will be seeking to use Powell to score political points.\nStephen Myrow, managing director of Beacon Policy Advisors, said moderate Democrats are worried that Congress is doing too little on infrastructure and will \"throw softballs\" to Powell about maintaining his dovish stance.\n\"I think Powell shares more in common with the Democrats than he does Republicans,\" Myrow said.\nRepublicans will argue Democrat policies such as extra benefits for unemployed workers have actually slowed the overall recovery and increased the inflation risk, Myrow said in an interview.\nStocks closed lower on Tuesday ahead of Powell's testimony, with the S&P 500 index off 0.4%.\nThe yield on the 10-year Treasury note moved up to 1.423%, still well down from the high of 1.75% reached at the end of March.","news_type":1},"isVote":1,"tweetType":1,"viewCount":77,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":160731751,"gmtCreate":1623806125273,"gmtModify":1703819951750,"author":{"id":"3576319038001885","authorId":"3576319038001885","name":"Natdns","avatar":"https://static.tigerbbs.com/be6cb184b10d5e613602b38d396409cf","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576319038001885","authorIdStr":"3576319038001885"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/160731751","repostId":"1178647581","repostType":4,"repost":{"id":"1178647581","kind":"news","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1623805233,"share":"https://ttm.financial/m/news/1178647581?lang=&edition=fundamental","pubTime":"2021-06-16 09:00","market":"us","language":"en","title":"Big Tech critic Khan becomes U.S. FTC chair","url":"https://stock-news.laohu8.com/highlight/detail?id=1178647581","media":"Reuters","summary":"WASHINGTON, June 15 (Reuters) - Lina Khan, an antitrust researcher focused on Big Tech’s immense mar","content":"<p>WASHINGTON, June 15 (Reuters) - Lina Khan, an antitrust researcher focused on Big Tech’s immense market power, was sworn in on Tuesday as chair of the U.S. Federal Trade Commission, a victory for progressives seeking a clampdown on tech firms who hold a hefty share of a growing sector of the economy.</p>\n<p>Hours earlier, the U.S. Senate had confirmed Khan, with bipartisan support.</p>\n<p>She recently taught at Columbia Law School. Previously, as a staffer for the House Judiciary Committee's antitrust panel, she helped write a massive report alleging abuses of market dominance by Amazon.com Inc(AMZN.O), Apple Inc(AAPL.O), Facebook Inc(FB.O)and Google parent Alphabet Inc(GOOGL.O).</p>\n<p>\"We applaud President Biden and the Senate for recognizing the urgent need to address runaway corporate power,\" advocacy group Public Citizen said in a statement.</p>\n<p>U.S. Senator Elizabeth Warren tweeted that the administration's selection of Khan was \"tremendous news.\"</p>\n<p>\"With Chair Khan at the helm, we have a huge opportunity to make big, structural change by reviving antitrust enforcement and fighting monopolies that threaten our economy, our society, and our democracy,\" Warren said in a separate statement.</p>\n<p>The Information Technology and Innovation Foundation (ITIF), whose board includes representatives from tech companies, issued a statement warning that a \"populist approach to antitrust\" would \"cause lasting self-inflicted damage that benefits foreign, less meritorious rivals.\"</p>\n<p>The federal government and groups of states are pursuing various lawsuits and investigations into Big Tech companies. The FTC has sued Facebook and is investigating Amazon. The Justice Department has sued Google.</p>\n<p>Ahead of Khan's appointment, Google and Amazon declined comment and Apple and Facebook did not respond to a request for comment.</p>\n<p>Biden previously selected fellow progressive and Big Tech criticTim Wuto join the National Economic Council.</p>\n<p>In 2017, Khan wrote a highly regarded article, \"Amazon's Antitrust Paradox,\" for the Yale Law Journal. It argued that the traditional antitrust focus on price was inadequate to identify antitrust harms done by Amazon.</p>\n<p>In addition to antitrust, the FTC investigates allegations of deceptive advertising.</p>\n<p>On that front, Khan will join an agency adapting to a unanimousSupreme Court rulingfrom April which said the agency could not use a particular part of its statute, 13(b), to demand consumers get restitution from deceptive companies but can only ask for an injunction. Congress is considering a legislative fix.</p>\n<p>Khan previously worked at the FTC as a legal adviser to Commissioner Rohit Chopra, Biden's pick to be director of the Consumer Financial Protection Bureau.</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>Big Tech critic Khan becomes U.S. FTC chair</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBig Tech critic Khan becomes U.S. FTC chair\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-06-16 09:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>WASHINGTON, June 15 (Reuters) - Lina Khan, an antitrust researcher focused on Big Tech’s immense market power, was sworn in on Tuesday as chair of the U.S. Federal Trade Commission, a victory for progressives seeking a clampdown on tech firms who hold a hefty share of a growing sector of the economy.</p>\n<p>Hours earlier, the U.S. Senate had confirmed Khan, with bipartisan support.</p>\n<p>She recently taught at Columbia Law School. Previously, as a staffer for the House Judiciary Committee's antitrust panel, she helped write a massive report alleging abuses of market dominance by Amazon.com Inc(AMZN.O), Apple Inc(AAPL.O), Facebook Inc(FB.O)and Google parent Alphabet Inc(GOOGL.O).</p>\n<p>\"We applaud President Biden and the Senate for recognizing the urgent need to address runaway corporate power,\" advocacy group Public Citizen said in a statement.</p>\n<p>U.S. Senator Elizabeth Warren tweeted that the administration's selection of Khan was \"tremendous news.\"</p>\n<p>\"With Chair Khan at the helm, we have a huge opportunity to make big, structural change by reviving antitrust enforcement and fighting monopolies that threaten our economy, our society, and our democracy,\" Warren said in a separate statement.</p>\n<p>The Information Technology and Innovation Foundation (ITIF), whose board includes representatives from tech companies, issued a statement warning that a \"populist approach to antitrust\" would \"cause lasting self-inflicted damage that benefits foreign, less meritorious rivals.\"</p>\n<p>The federal government and groups of states are pursuing various lawsuits and investigations into Big Tech companies. The FTC has sued Facebook and is investigating Amazon. The Justice Department has sued Google.</p>\n<p>Ahead of Khan's appointment, Google and Amazon declined comment and Apple and Facebook did not respond to a request for comment.</p>\n<p>Biden previously selected fellow progressive and Big Tech criticTim Wuto join the National Economic Council.</p>\n<p>In 2017, Khan wrote a highly regarded article, \"Amazon's Antitrust Paradox,\" for the Yale Law Journal. It argued that the traditional antitrust focus on price was inadequate to identify antitrust harms done by Amazon.</p>\n<p>In addition to antitrust, the FTC investigates allegations of deceptive advertising.</p>\n<p>On that front, Khan will join an agency adapting to a unanimousSupreme Court rulingfrom April which said the agency could not use a particular part of its statute, 13(b), to demand consumers get restitution from deceptive companies but can only ask for an injunction. Congress is considering a legislative fix.</p>\n<p>Khan previously worked at the FTC as a legal adviser to Commissioner Rohit Chopra, Biden's pick to be director of the Consumer Financial Protection Bureau.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊","AAPL":"苹果","NFLX":"奈飞","GOOGL":"谷歌A","GOOG":"谷歌","MSFT":"微软"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178647581","content_text":"WASHINGTON, June 15 (Reuters) - Lina Khan, an antitrust researcher focused on Big Tech’s immense market power, was sworn in on Tuesday as chair of the U.S. Federal Trade Commission, a victory for progressives seeking a clampdown on tech firms who hold a hefty share of a growing sector of the economy.\nHours earlier, the U.S. Senate had confirmed Khan, with bipartisan support.\nShe recently taught at Columbia Law School. Previously, as a staffer for the House Judiciary Committee's antitrust panel, she helped write a massive report alleging abuses of market dominance by Amazon.com Inc(AMZN.O), Apple Inc(AAPL.O), Facebook Inc(FB.O)and Google parent Alphabet Inc(GOOGL.O).\n\"We applaud President Biden and the Senate for recognizing the urgent need to address runaway corporate power,\" advocacy group Public Citizen said in a statement.\nU.S. Senator Elizabeth Warren tweeted that the administration's selection of Khan was \"tremendous news.\"\n\"With Chair Khan at the helm, we have a huge opportunity to make big, structural change by reviving antitrust enforcement and fighting monopolies that threaten our economy, our society, and our democracy,\" Warren said in a separate statement.\nThe Information Technology and Innovation Foundation (ITIF), whose board includes representatives from tech companies, issued a statement warning that a \"populist approach to antitrust\" would \"cause lasting self-inflicted damage that benefits foreign, less meritorious rivals.\"\nThe federal government and groups of states are pursuing various lawsuits and investigations into Big Tech companies. The FTC has sued Facebook and is investigating Amazon. The Justice Department has sued Google.\nAhead of Khan's appointment, Google and Amazon declined comment and Apple and Facebook did not respond to a request for comment.\nBiden previously selected fellow progressive and Big Tech criticTim Wuto join the National Economic Council.\nIn 2017, Khan wrote a highly regarded article, \"Amazon's Antitrust Paradox,\" for the Yale Law Journal. It argued that the traditional antitrust focus on price was inadequate to identify antitrust harms done by Amazon.\nIn addition to antitrust, the FTC investigates allegations of deceptive advertising.\nOn that front, Khan will join an agency adapting to a unanimousSupreme Court rulingfrom April which said the agency could not use a particular part of its statute, 13(b), to demand consumers get restitution from deceptive companies but can only ask for an injunction. Congress is considering a legislative fix.\nKhan previously worked at the FTC as a legal adviser to Commissioner Rohit Chopra, Biden's pick to be director of the Consumer Financial Protection Bureau.","news_type":1},"isVote":1,"tweetType":1,"viewCount":97,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":881463018,"gmtCreate":1631377150534,"gmtModify":1676530538558,"author":{"id":"3576319038001885","authorId":"3576319038001885","name":"Natdns","avatar":"https://static.tigerbbs.com/be6cb184b10d5e613602b38d396409cf","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576319038001885","authorIdStr":"3576319038001885"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>Good financial report and hope to see up trend soon","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>Good financial report and hope to see up trend soon","text":"$Tiger Brokers(TIGR)$Good financial report and hope to see up trend soon","images":[{"img":"https://static.tigerbbs.com/4b2741369e6b8b6d01da9e83552e39c9","width":"1242","height":"2151"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/881463018","isVote":1,"tweetType":1,"viewCount":312,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":806764264,"gmtCreate":1627694972258,"gmtModify":1703494779758,"author":{"id":"3576319038001885","authorId":"3576319038001885","name":"Natdns","avatar":"https://static.tigerbbs.com/be6cb184b10d5e613602b38d396409cf","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576319038001885","authorIdStr":"3576319038001885"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>I hope to see some&nbsp;Move by next week","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>I hope to see some&nbsp;Move by next week","text":"$Tiger Brokers(TIGR)$I hope to see some Move by next week","images":[{"img":"https://static.tigerbbs.com/161fe4db626519c2217e8c212bb60b15","width":"1242","height":"2151"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/806764264","isVote":1,"tweetType":1,"viewCount":424,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":801727563,"gmtCreate":1627536932852,"gmtModify":1703491921585,"author":{"id":"3576319038001885","authorId":"3576319038001885","name":"Natdns","avatar":"https://static.tigerbbs.com/be6cb184b10d5e613602b38d396409cf","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576319038001885","authorIdStr":"3576319038001885"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/801727563","repostId":"2154927641","repostType":4,"repost":{"id":"2154927641","kind":"highlight","pubTimestamp":1627530360,"share":"https://ttm.financial/m/news/2154927641?lang=&edition=fundamental","pubTime":"2021-07-29 11:46","market":"us","language":"en","title":"Is Netflix's Move Into Gaming a Sign Its Best Days Are Over?","url":"https://stock-news.laohu8.com/highlight/detail?id=2154927641","media":"Motley Fool","summary":"The company is dipping its toes into a new entertainment market as subscriber growth shows signs of slowing.","content":"<p><b>Netflix</b> (NASDAQ:NFLX) gave investors a lot to chew on in its second-quarter earnings report. The company beat its own guidance for subscriber additions, but it disappointed with lower-than-expected guidance for the third quarter. Management is guiding for 3.5 million paid subscriber additions in the current period, falling short of the 5.6 million analyst consensus.&nbsp;To top things off, Netflix also confirmed its plans to expand into video games.</p>\n<p>The combination of weak guidance with the news of its entry into a new entertainment medium makes it seem the company is getting desperate for growth. But Netflix still has a long runway to expand, and this video game initiative makes sense for a few reasons.</p>\n<h2>Growth is slowing</h2>\n<p>There's no question that as Netflix becomes a larger business, its year-over-year subscriber growth will gradually slow. The company now serves over 209 million paid subscribers,. Before the pandemic, Netflix's year-over-year subscriber growth was gradually decelerating, falling from almost 26% at the end of 2018 to 20% the following year.</p>\n<p>Still, the long-term opportunity in streaming is massive. Despite a decade of growth, all streaming services still have less share of TV time than traditional linear TV. The latter has a 63% share of total U.S. TV time, according to <b>Nielsen</b>, while all streaming platforms have a 27% share. Netflix's share of TV time is even smaller at 7%.</p>\n<p>As the company notes in its earnings report, \"We are still very much in the early days of the transition from linear to on-demand consumption of entertainment.\" And if Netflix can hit its third-quarter subscriber guidance (3.5 million net additions), it will have added enough subscribers over the last 24 months to maintain its pre-pandemic growth rate.</p>\n<p>Some investors might still wonder about increasing competition and the impact it could have on Netflix's ability to add new subscribers, but management believes if it can offer more content, growth should continue like it has for two decades.</p>\n<p>And that brings us to gaming.</p>\n<h2>The reason for games</h2>\n<p>In that context, gaming doesn't appear to be any more of a response to competition or slowing growth than Netflix's move into original content in 2012. Netflix says it is early in its expansion into games, but they will be included at no extra cost to members and featured primarily on mobile devices. It's basically another content category like animation and unscripted TV.</p>\n<p>The company could emerge as a top developer on mobile platforms. It's going to focus on making games that don't require in-app purchases and ads, which run the risk of disrupting the gaming experience. In this way, Netflix could carve itself a unique position as a user-friendly platform that leads to increasing screen time among its members.</p>\n<p>It doesn't need to worry about charging for these games, because higher screen time and engagement should eventually pay off in the form of higher subscription revenue per membership. In the last quarter, Netflix saw its average revenue per membership increase 8%.&nbsp;This follows a 5% increase in the previous quarter.</p>\n<p>The entry into games also signals Netflix's improving profitability. It expects to reach free-cash-flow breakeven in 2021, and it no longer has a need to raise external financing to fund operations.</p>\n<p>With its operating margin expected to reach 20% this year, the company can afford to invest in new opportunities without shortchanging itself on spending for original movies and series.</p>\n<p>Looking at the big picture, this push into gaming could be the first step for Netflix to graduate from a pure-play streaming stock to a more broad-based entertainment company. Expanding its umbrella of opportunities should spell a wider competitive moat and more returns for investors.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Netflix's Move Into Gaming a Sign Its Best Days Are Over?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Netflix's Move Into Gaming a Sign Its Best Days Are Over?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-29 11:46 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/07/28/is-netflixs-gaming-move-a-sign-best-days-are-over/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Netflix (NASDAQ:NFLX) gave investors a lot to chew on in its second-quarter earnings report. The company beat its own guidance for subscriber additions, but it disappointed with lower-than-expected ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/07/28/is-netflixs-gaming-move-a-sign-best-days-are-over/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NFLX":"奈飞"},"source_url":"https://www.fool.com/investing/2021/07/28/is-netflixs-gaming-move-a-sign-best-days-are-over/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2154927641","content_text":"Netflix (NASDAQ:NFLX) gave investors a lot to chew on in its second-quarter earnings report. The company beat its own guidance for subscriber additions, but it disappointed with lower-than-expected guidance for the third quarter. Management is guiding for 3.5 million paid subscriber additions in the current period, falling short of the 5.6 million analyst consensus. To top things off, Netflix also confirmed its plans to expand into video games.\nThe combination of weak guidance with the news of its entry into a new entertainment medium makes it seem the company is getting desperate for growth. But Netflix still has a long runway to expand, and this video game initiative makes sense for a few reasons.\nGrowth is slowing\nThere's no question that as Netflix becomes a larger business, its year-over-year subscriber growth will gradually slow. The company now serves over 209 million paid subscribers,. Before the pandemic, Netflix's year-over-year subscriber growth was gradually decelerating, falling from almost 26% at the end of 2018 to 20% the following year.\nStill, the long-term opportunity in streaming is massive. Despite a decade of growth, all streaming services still have less share of TV time than traditional linear TV. The latter has a 63% share of total U.S. TV time, according to Nielsen, while all streaming platforms have a 27% share. Netflix's share of TV time is even smaller at 7%.\nAs the company notes in its earnings report, \"We are still very much in the early days of the transition from linear to on-demand consumption of entertainment.\" And if Netflix can hit its third-quarter subscriber guidance (3.5 million net additions), it will have added enough subscribers over the last 24 months to maintain its pre-pandemic growth rate.\nSome investors might still wonder about increasing competition and the impact it could have on Netflix's ability to add new subscribers, but management believes if it can offer more content, growth should continue like it has for two decades.\nAnd that brings us to gaming.\nThe reason for games\nIn that context, gaming doesn't appear to be any more of a response to competition or slowing growth than Netflix's move into original content in 2012. Netflix says it is early in its expansion into games, but they will be included at no extra cost to members and featured primarily on mobile devices. It's basically another content category like animation and unscripted TV.\nThe company could emerge as a top developer on mobile platforms. It's going to focus on making games that don't require in-app purchases and ads, which run the risk of disrupting the gaming experience. In this way, Netflix could carve itself a unique position as a user-friendly platform that leads to increasing screen time among its members.\nIt doesn't need to worry about charging for these games, because higher screen time and engagement should eventually pay off in the form of higher subscription revenue per membership. In the last quarter, Netflix saw its average revenue per membership increase 8%. This follows a 5% increase in the previous quarter.\nThe entry into games also signals Netflix's improving profitability. It expects to reach free-cash-flow breakeven in 2021, and it no longer has a need to raise external financing to fund operations.\nWith its operating margin expected to reach 20% this year, the company can afford to invest in new opportunities without shortchanging itself on spending for original movies and series.\nLooking at the big picture, this push into gaming could be the first step for Netflix to graduate from a pure-play streaming stock to a more broad-based entertainment company. Expanding its umbrella of opportunities should spell a wider competitive moat and more returns for investors.","news_type":1},"isVote":1,"tweetType":1,"viewCount":97,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":173264025,"gmtCreate":1626663267267,"gmtModify":1703762938335,"author":{"id":"3576319038001885","authorId":"3576319038001885","name":"Natdns","avatar":"https://static.tigerbbs.com/be6cb184b10d5e613602b38d396409cf","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576319038001885","authorIdStr":"3576319038001885"},"themes":[],"htmlText":"Really","listText":"Really","text":"Really","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/173264025","repostId":"1131703652","repostType":4,"repost":{"id":"1131703652","kind":"news","pubTimestamp":1626659621,"share":"https://ttm.financial/m/news/1131703652?lang=&edition=fundamental","pubTime":"2021-07-19 09:53","market":"us","language":"en","title":"Big Contrarian Investor Sold Apple, Microsoft Stock, Bought Pfizer and Merck","url":"https://stock-news.laohu8.com/highlight/detail?id=1131703652","media":"Barrons","summary":"A big Canadian investor made big changes in its portfolio in the second quarter.\nHexavest of Montrea","content":"<p>A big Canadian investor made big changes in its portfolio in the second quarter.</p>\n<p>Hexavest of Montreal reduced positions in Apple (ticker: AAPL) and Microsoft (MSFT) stock, and bought more Pfizer (PFE) and Merck (MRK) shares in the first quarter. Hexavest disclosed the trades, among others, in a form it filed with the Securities and Exchange Commission.</p>\n<p>Hexavest, a contrarian investor, has $4.2 billion in assets under management. It didn’t respond to a request for comment. From August 2012 through February 2021, Eaton Vance owned 49% of Hexavest. In May, Canadian financial-services giant Desjardins Group agreed to buy all of Hexavest, a deal expected to close around Sept. 1.</p>\n<p>Hexavest sold 86,354 Apple shares to end the second quarter with 417,777 shares of the iPhone maker.</p>\n<p>Apple stock managed to gain 3.2% in the first half of the year, far short of the 14.4% rise in the S&amp;P 500 index. So far in the third quarter, Apple stock has gained 6.9%, compared with a 0.7% rise in the index.</p>\n<p>Apple shares have been setting record highs this month. We named CEO&nbsp;Tim Cook&nbsp;to our list of top CEOs. “Cook has added new product categories while strengthening ties among Apple’s hardware, software, and services offerings,” we noted. Barron’s also thinks Apple could face federal and state lawsuits that allege anticompetitive practices of its App Store.</p>\n<p>Hexavest sold 60,202 Microsoft shares to end June with 328,870 shares of the software giant. Microsoft stock soared 21.8% in the first quarter, and so far in the third, it has managed a 3.6% gain.</p>\n<p>Earlier this month, Microsoft’s $10 billion JEDI contract with the Department of Defense was canceled. CEOSatya Nadella,who also made our best CEO list, told us that “digital technology will be key to resilience and transformation.” Microsoft recently agreed to buy a security-software firm.</p>\n<p>Hexavest bulked up on its holdings in Pfizer and Merck stock, buying 101,784 and 48,611 more shares, respectively, to end the second quarter with 612,517 and 223,867 shares of the pharma giants.</p>\n<p>Both are lagging behind the market this year. Pfizer stock rose 6.4% in the first half, and has gained 3.0% so far in July, while Merck shares were flat in the first half, and have remained flat so far in July, as well.</p>\n<p>Pfizer has been pushing for booster shots with its Covid-19 vaccine, but agencies want more data. The company has already started a trial for a booster shot. Pfizer’sAlbert Bourlaalso made our list of top CEOs, and we credit him with “a highly effective vaccine delivered within a year, shattering the previous record of four years.”</p>\n<p>Merck is competing with Pfizer in the pediatric vaccine market. Merck reached a deal to sell $1.2 billion worth of its experimental Covid-19 antiviral to the U.S. government, if the drug receives emergency-use authorization. J.P. Morgan analystChris Schottmaintained an Overweight rating on Merck in a July 13 report, noting that “Keytruda represents the key pillar of growth for the company, and we see Keytruda driving upside to both topline and operating margins/earnings over the coming quarters/years.” Keytruda is a cancer treatment.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Big Contrarian Investor Sold Apple, Microsoft Stock, Bought Pfizer and Merck</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBig Contrarian Investor Sold Apple, Microsoft Stock, Bought Pfizer and Merck\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-19 09:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/big-investor-sold-apple-microsoft-stock-bought-pfizer-merck-51626212454?siteid=yhoof2><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>A big Canadian investor made big changes in its portfolio in the second quarter.\nHexavest of Montreal reduced positions in Apple (ticker: AAPL) and Microsoft (MSFT) stock, and bought more Pfizer (PFE)...</p>\n\n<a href=\"https://www.barrons.com/articles/big-investor-sold-apple-microsoft-stock-bought-pfizer-merck-51626212454?siteid=yhoof2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软","MRK":"默沙东","AAPL":"苹果","PFE":"辉瑞"},"source_url":"https://www.barrons.com/articles/big-investor-sold-apple-microsoft-stock-bought-pfizer-merck-51626212454?siteid=yhoof2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131703652","content_text":"A big Canadian investor made big changes in its portfolio in the second quarter.\nHexavest of Montreal reduced positions in Apple (ticker: AAPL) and Microsoft (MSFT) stock, and bought more Pfizer (PFE) and Merck (MRK) shares in the first quarter. Hexavest disclosed the trades, among others, in a form it filed with the Securities and Exchange Commission.\nHexavest, a contrarian investor, has $4.2 billion in assets under management. It didn’t respond to a request for comment. From August 2012 through February 2021, Eaton Vance owned 49% of Hexavest. In May, Canadian financial-services giant Desjardins Group agreed to buy all of Hexavest, a deal expected to close around Sept. 1.\nHexavest sold 86,354 Apple shares to end the second quarter with 417,777 shares of the iPhone maker.\nApple stock managed to gain 3.2% in the first half of the year, far short of the 14.4% rise in the S&P 500 index. So far in the third quarter, Apple stock has gained 6.9%, compared with a 0.7% rise in the index.\nApple shares have been setting record highs this month. We named CEO Tim Cook to our list of top CEOs. “Cook has added new product categories while strengthening ties among Apple’s hardware, software, and services offerings,” we noted. Barron’s also thinks Apple could face federal and state lawsuits that allege anticompetitive practices of its App Store.\nHexavest sold 60,202 Microsoft shares to end June with 328,870 shares of the software giant. Microsoft stock soared 21.8% in the first quarter, and so far in the third, it has managed a 3.6% gain.\nEarlier this month, Microsoft’s $10 billion JEDI contract with the Department of Defense was canceled. CEOSatya Nadella,who also made our best CEO list, told us that “digital technology will be key to resilience and transformation.” Microsoft recently agreed to buy a security-software firm.\nHexavest bulked up on its holdings in Pfizer and Merck stock, buying 101,784 and 48,611 more shares, respectively, to end the second quarter with 612,517 and 223,867 shares of the pharma giants.\nBoth are lagging behind the market this year. Pfizer stock rose 6.4% in the first half, and has gained 3.0% so far in July, while Merck shares were flat in the first half, and have remained flat so far in July, as well.\nPfizer has been pushing for booster shots with its Covid-19 vaccine, but agencies want more data. The company has already started a trial for a booster shot. Pfizer’sAlbert Bourlaalso made our list of top CEOs, and we credit him with “a highly effective vaccine delivered within a year, shattering the previous record of four years.”\nMerck is competing with Pfizer in the pediatric vaccine market. Merck reached a deal to sell $1.2 billion worth of its experimental Covid-19 antiviral to the U.S. government, if the drug receives emergency-use authorization. J.P. Morgan analystChris Schottmaintained an Overweight rating on Merck in a July 13 report, noting that “Keytruda represents the key pillar of growth for the company, and we see Keytruda driving upside to both topline and operating margins/earnings over the coming quarters/years.” Keytruda is a cancer treatment.","news_type":1},"isVote":1,"tweetType":1,"viewCount":51,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":146683119,"gmtCreate":1626076357931,"gmtModify":1703752827853,"author":{"id":"3576319038001885","authorId":"3576319038001885","name":"Natdns","avatar":"https://static.tigerbbs.com/be6cb184b10d5e613602b38d396409cf","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576319038001885","authorIdStr":"3576319038001885"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAL\">$American Airlines(AAL)$</a>Hope to see green soon","listText":"<a href=\"https://laohu8.com/S/AAL\">$American Airlines(AAL)$</a>Hope to see green soon","text":"$American Airlines(AAL)$Hope to see green soon","images":[{"img":"https://static.tigerbbs.com/c45c06c9c08ad442759b61dfd0b5a131","width":"1242","height":"2151"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/146683119","isVote":1,"tweetType":1,"viewCount":385,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":146194917,"gmtCreate":1626057492339,"gmtModify":1703752507132,"author":{"id":"3576319038001885","authorId":"3576319038001885","name":"Natdns","avatar":"https://static.tigerbbs.com/be6cb184b10d5e613602b38d396409cf","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576319038001885","authorIdStr":"3576319038001885"},"themes":[],"htmlText":"Like[Smile]&nbsp;","listText":"Like[Smile]&nbsp;","text":"Like[Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/146194917","repostId":"2150704588","repostType":4,"repost":{"id":"2150704588","kind":"news","pubTimestamp":1626055200,"share":"https://ttm.financial/m/news/2150704588?lang=&edition=fundamental","pubTime":"2021-07-12 10:00","market":"us","language":"en","title":"Biden’s $2.5 Trillion Plan Could Send These 3 EV Stocks Soaring","url":"https://stock-news.laohu8.com/highlight/detail?id=2150704588","media":"Oilprice.com","summary":"Just days from now, Biden is set to gamble a proposed $2.5 trillion on a new plan, in hopes of bring","content":"<p>Just days from now, Biden is set to gamble a proposed $2.5 trillion on a new plan, in hopes of bringing America’s foundation into the next generation.</p>\n<p>It's coming in the form of the biggest infrastructure project since the highway system was built in the 1970s.</p>\n<p>But with today's massive infrastructure bill, most people might be missing the real story.</p>\n<p>That's because typical \"infrastructure\" pieces like roads, highways, and bridges don't even make up the biggest part of the bill.</p>\n<p>Instead, billions more are planned to be spent on what will be driving on those roads instead.</p>\n<p><img src=\"https://static.tigerbbs.com/0f55136757c9bfe149bf02552ae5d664\" tg-width=\"450\" tg-height=\"353\" referrerpolicy=\"no-referrer\"></p>\n<p>That's why USA Today is saying, \"Biden pushes the US electric vehicle revolution.\"</p>\n<p>EV fans are calling it \"a down payment on the future of transportation.\"</p>\n<p>And CBS News just reported Biden's latest proclamation, \"The future of the auto industry is electric. There's no turning back.\"</p>\n<p>But while the massive $174 billion is expected to help push the EV industry past the tipping point and into the mainstream...</p>\n<p>This could be pocket change compared to the private money expected to follow into the industry...</p>\n<p>Which is why smart investors may be investing their money into the latest hot EV stocks, as Biden prepares to put the proposed $2.5 billion down in his big gamble.</p>\n<p>Here are our picks for the top 3 EV-related stocks we're looking at:</p>\n<p><b>1 - Ford (NYSE: F)</b></p>\n<p>The media buzz used to revolve entirely around Tesla, but lately that story has changed.</p>\n<p>Ford recently made headlines with their announcement of their electric truck, the Ford F-150 Lightning.</p>\n<p><img src=\"https://static.tigerbbs.com/3e33b877de9bbf7fa6ebe7fe4d95ba2a\" tg-width=\"450\" tg-height=\"252\" referrerpolicy=\"no-referrer\"></p>\n<p>With the F-150 being the best-selling vehicle in America for 39 years and running, this could be a huge turning point for the EV industry.</p>\n<p>And just days ago, Biden brought all eyes to the electric F-150 as he took it out for a ride at their motor plant in Dearborn, Michigan.</p>\n<p>That was followed by nearly 45,000 reservations in 2 days from the hordes of people trying to get their hands on <a href=\"https://laohu8.com/S/AONE\">one</a>.</p>\n<p>While many have high hopes because of the popularity of the F-150…</p>\n<p>The F-150 Lightning could see even greater success since it's helping overcome what’s been <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the EV industry’s biggest barriers in the past.</p>\n<p>The extra cost has kept EVs mostly limited to the wealthy.</p>\n<p>But as the F-150 Lightning is set to be released with a price tag of $39,974, it'll be $16K cheaper than Tesla's new Cybertruck.</p>\n<p>And after federal tax credits and state incentives being poured in...</p>\n<p>It could be even cheaper than a gas-powered truck at this point.</p>\n<p>The Lightning is expected to hit the shelves coming in 2022, but there's another EV truck that will be coming even sooner...</p>\n<p><b>2 - Facedrive (TSXV:FD,OTC:FDVRF)</b></p>\n<p>Smart investors may be eyeing Facedrive (TSXV:FD,OTC:FDVRF) as a promising name with solid potential upside, even after having a banner year last year.</p>\n<p>Those who invested a year ago were able to more than double their money during a very tough year for most companies.</p>\n<p>But with a modest market cap compared to their competitors, we think there’s still plenty of room for this fast-mover to grow in the coming months.</p>\n<p>That's because the green ridesharing company has been making partnership deals and acquisitions left and right, and they show no signs of slowing down.</p>\n<p>And that’s helped them to gain the attention of retail investing websites like Motley Fool and several others.</p>\n<p>It seems that while Facedrive has been building up to this moment for years, it's coming into it at the perfect time.</p>\n<p>With the world finally re-opening after a year of lockdowns just as the EV rush is making headlines again, it's the perfect recipe for the success of green ridesharing.</p>\n<p>Facedrive's signature ridesharing service allows riders to take their pick between catching a ride in an EV, hybrid, or gas-powered vehicle.</p>\n<p>But while ridesharing was where it all started, they've taken off in exciting new directions with the help of their unique verticals.</p>\n<p>Today, they've spun the EV enthusiasm out into several apps with thousands of downloads...</p>\n<p>They've turned it into apparel partnerships with A-list celebrities Will Smith and Jada Pinkett-Smith...</p>\n<p>And they've even branched out to develop contact tracing technology being implemented by Air Canada and a Canadian provincial government, to help fight the spread of COVID-19.</p>\n<p>This creative mindset helped them take a quick left turn when ridesharing hit some bumps in 2020, continuing to grow even while people were homebound.</p>\n<p>That's when they began making acquisitions within their Facedrive Foods delivery service.</p>\n<p>The company says these acquisitions led them to start making thousands of contactless food deliveries, using electric vehicles to bring people gourmet meals from their favorite restaurants.</p>\n<p>And as that's steadily grown over the last year, the company reports they're now fulfilling over 5,000 deliveries per day on average.</p>\n<p>But Facedrive's latest big hit came thanks to their acquisition of Steer, the subscription-based EV model.</p>\n<p>Now, instead of footing the $40,000 bill to get a new EV truck, customers can get in and drive their own at just a small fraction of that cost.</p>\n<p>After paying a monthly subscription fee similar to Netflix, Steer customers are able to take their pick from a line of high-end electric vehicles they can take home and use whenever they'd like.</p>\n<p>They can drive it as their own for as long as they're a monthly subscriber. Or if they'd like to swap it out for another from their digital showroom, they can make a trade whenever they'd like.</p>\n<p>The company reports this unique new model has been a growing success in the last 9 months.</p>\n<p>So much so that they've gone from only operating in the Washington D.C. area to crossing the border and moving into Canada.</p>\n<p><img src=\"https://static.tigerbbs.com/216edc479cbe360ae15cfbc56ef7f83d\" tg-width=\"450\" tg-height=\"450\" referrerpolicy=\"no-referrer\"></p>\n<p>Steer just recently launched in Toronto, making their EV subscription model available to 2 of the biggest metro areas in North America.</p>\n<p>And after this initial phase, they’re probably already planning next steps to expand over the rest of the United States and Canada.</p>\n<p><b>3 - Rivian</b></p>\n<p>Rivian is another red-hot EV company making news lately because of their R1T truck.</p>\n<p>The R1T could soon start the wave of new EV sales as this new model is set to go public in June.</p>\n<p>Rivian has already been making headlines over the last year thanks in part to their landmark deal with Amazon.</p>\n<p>Amazon has made it known that they plan to go electric with their delivery trucks.</p>\n<p>They began testing Rivian trucks earlier this year. And they're expected to transition 10,000 of their vans to electric by 2022.</p>\n<p>That number could soar to over 100,000 vans by 2030.</p>\n<p>If all goes well for Rivian, it could turn out to be a massive deal that would quickly make them one of the biggest names in the space.</p>\n<p>But while everyone's waiting on Rivian going public for their chance to invest...</p>\n<p>They remain private at the moment, with nothing but an enormous amount of speculation around when they'll IPO and give everyday folks a chance to profit in the process.</p>\n<p><b>The Beginning of the EV Takeover?</b></p>\n<p>Thanks to Biden's big proposed $2.5 trillion gamble, we could soon see the EV industry move from being a fringe movement years ago to one day overtaking gas-powered vehicles.</p>\n<p>And while there are plenty of ways to play the EV boom in the days ahead, we're keeping an eye on ones already making big moves like Ford, Rivian, and Facedrive.</p>\n<p><b>Other Giant Automakers Are Getting Into The Game</b></p>\n<p><b>General Motors (NYSE:GM)</b> is one Detroit’s old school automakers, and it’s looking to catch a ride on the EV bandwagon, benefiting from a shift from gas-powered to alternative technology such as hydrogen and electricity. It’s now well over 100 years old and has survived where many others have failed. Even with the downfall of Detroit, GM has persisted, and that’s due in large part to its ability to adapt. In fact, GM’s dive into alternative fuels began way back in 1966 when it produced the world’s first ever hydrogen powered van. And it has not stopped innovating, either.</p>\n<p>Recently, GM dropped a bomb on the market with the announcement of its new business unit, BrightDrop. The company is looking to capture a key share of the burgeoning delivery market, with plans to sell electric vans and services to commercial delivery companies.</p>\n<p>GM isn’t just betting big on EVs, either. It’s also looking to capitalize on the autonomous vehicle boom. Recently, it announced that it’s majority-owned subsidiary, Cruise, has just received approval from the California DMV to test its autonomous vehicles without a driver. And while they’re not the first to receive such an approval, it’s still huge news for GM.</p>\n<p><b>Toyota Motors (NYSE:TM), </b>&nbsp;for example, is a leader in the industry. Beginning with the Prius, Toyota has been on the cutting edge of green transportation for years and years. And now, it has developed a fuel cell system module and looks to start selling it after the spring this year in a bid to promote hydrogen use and help the world achieve carbon neutrality goals, the world’s largest car manufacturer said in February.</p>\n<p>According to Toyota, the new module can be used by companies developing fuel cell (FC) applications for trucks, buses, trains, and ships, as well as stationary generators.</p>\n<p>The fuel cell system module can be directly connected to an existing electrical instrument provided with a motor, inverter, and battery, Toyota said, noting that the modularization significantly improves convenience.</p>\n<p><b>Chinese EV Companies Making Major Moves</b></p>\n<p><b>Nio Limited</b> <b>(NYSE:NIO)</b> is one of Tesla’s most exciting new competitors, dominating the Chinese EV markets. After a rough start after going public in 2018, it’s been on a tear, producing vehicles with record-breaking range.</p>\n<p>Just a year ago, no one could have imagined how successful the Nio was going to be. In fact, many shareholders were ready to write off their losses and give up on the company. But China’s answer to Tesla’s dominance powered on, eclipsed estimates, and most importantly, kept its balance sheet in line. And it’s paid off. In a big way.</p>\n<p>Nio has made all the right moves over the past year to turn heads on the streets and in the marketplace... From its stunningly beautiful - and fast - EP9 supercar to its new line of family-friendly high-performance sedans, Nio is well on its way to retaking control of its local market from Elon Musk’s electric vehicle giant. And as Chinese EV sales continue to soar…Nio’s already-impressive ascension to electric superstar is only going to accelerate from here.</p>\n<p><b>Li Auto (NASDAQ:LI)</b> is another up-and-comer in the Chinese electric vehicle space. And while it may not be a veteran in the market like Tesla or even NIO, it’s quickly making waves on Wall Street. Backed by Chinese giants Meituan and Bytedance, Li has taken a different approach to the electric vehicle market. Instead of opting for pure-electric cars, it is giving consumers a choice with its stylish crossover hybrid SUV. This popular vehicle can be powered with gasoline or electricity, taking the edge off drivers who may not have a charging station or a gas station nearby.</p>\n<p>Though it just hit the NASDAQ in July of last year, the company has already seen its stock price more than double. Especially in the past month during the massive EV runup that netted investors triple-digit returns. It’s already worth more than $30 billion but it’s just getting started. And as the EV boom accelerates into high-gear, the sky is the limit for Li and its competitors.</p>\n<p><b>Canda Won’t Be Left Behind In The Electric Vehicle Boom</b></p>\n<p><b>GreenPower Motor (TSX:GPV) </b>is an exciting company that produces larger-scale electric transportation.&nbsp; Right now, it is primarily focused on the North American market, but the sky is the limit as the pressure to go green grows. GreenPower has been on the frontlines of the electric movement, manufacturing affordable battery-electric busses and trucks for over ten years. From school busses to long-distance public transit, GreenPower’s impact on the sector can’t be ignored.</p>\n<p><b>NFI Group (TSX:NFI)</b> is another one of Canada’s most exciting electric mass-transit makers. Though it has not yet rebounded from January highs, NFI still offers investors a promising opportunity to capitalize on the electric vehicle boom at a discount. In addition to its increasingly positive financial reports, it is also one of the few in the business that actually pay dividends out to its investors.&nbsp;This is huge because it gives investors an opportunity to gain exposure to this booming industry while the stock is cheap and hold steady until the market finally discovers this gem.</p>\n<p>Another way to gain exposure to the electric vehicle industry is through <b>AutoCanada (TSX:ACQ),</b> a company that operates auto-dealerships through Canada. The company carries a wide variety of new and used vehicles and has all types of financial options available to fit the needs of any consumer. While sales have slumped this year due to the COVID-19 pandemic, AutoCanada will likely see a rebound as both buying power and the demand for electric vehicles increases. As more new exciting EVs hit the market, AutoCanada will surely be able to ride the wave.</p>\n<p><b>Westport Fuel Systems (TSX:WPRT)</b> is a unique way to get in on the green boom in the auto-industry.. It helps build the tools needed for carmakers to incorporate less damaging fuels like natural gas. Though natural gas doesn’t get quite the attention as electric vehicles do,, there are over 22.5&nbsp; million natural gas vehicles on the road across the globe. And that market is expected to grow as the energy transition really takes off.</p>\n<p><b>Magna International (TSX:MG)</b> is a great way to gain exposure to the EV market without betting big on one of the new hot automaker stocks tearing up Robinhood right now. The 63 year old Canadian manufacturing giant provides mobility technology for automakers of all types. From GM and Ford to luxury brands like BMW and Tesla, Magna is a master at striking deals. And it’s clear to see why. The company has the experience and reputation that automakers are looking for.</p>\n<p>By. Julian Lowe</p>","source":"yahoofinance","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>Biden’s $2.5 Trillion Plan Could Send These 3 EV Stocks Soaring</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\">\nBiden’s $2.5 Trillion Plan Could Send These 3 EV Stocks Soaring\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-12 10:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/biden-2-5-trillion-plan-210000356.html><strong>Oilprice.com</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Just days from now, Biden is set to gamble a proposed $2.5 trillion on a new plan, in hopes of bringing America’s foundation into the next generation.\nIt's coming in the form of the biggest ...</p>\n\n<a href=\"https://finance.yahoo.com/news/biden-2-5-trillion-plan-210000356.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","TM":"丰田汽车","GM":"通用汽车","LI":"理想汽车","F":"福特汽车"},"source_url":"https://finance.yahoo.com/news/biden-2-5-trillion-plan-210000356.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2150704588","content_text":"Just days from now, Biden is set to gamble a proposed $2.5 trillion on a new plan, in hopes of bringing America’s foundation into the next generation.\nIt's coming in the form of the biggest infrastructure project since the highway system was built in the 1970s.\nBut with today's massive infrastructure bill, most people might be missing the real story.\nThat's because typical \"infrastructure\" pieces like roads, highways, and bridges don't even make up the biggest part of the bill.\nInstead, billions more are planned to be spent on what will be driving on those roads instead.\n\nThat's why USA Today is saying, \"Biden pushes the US electric vehicle revolution.\"\nEV fans are calling it \"a down payment on the future of transportation.\"\nAnd CBS News just reported Biden's latest proclamation, \"The future of the auto industry is electric. There's no turning back.\"\nBut while the massive $174 billion is expected to help push the EV industry past the tipping point and into the mainstream...\nThis could be pocket change compared to the private money expected to follow into the industry...\nWhich is why smart investors may be investing their money into the latest hot EV stocks, as Biden prepares to put the proposed $2.5 billion down in his big gamble.\nHere are our picks for the top 3 EV-related stocks we're looking at:\n1 - Ford (NYSE: F)\nThe media buzz used to revolve entirely around Tesla, but lately that story has changed.\nFord recently made headlines with their announcement of their electric truck, the Ford F-150 Lightning.\n\nWith the F-150 being the best-selling vehicle in America for 39 years and running, this could be a huge turning point for the EV industry.\nAnd just days ago, Biden brought all eyes to the electric F-150 as he took it out for a ride at their motor plant in Dearborn, Michigan.\nThat was followed by nearly 45,000 reservations in 2 days from the hordes of people trying to get their hands on one.\nWhile many have high hopes because of the popularity of the F-150…\nThe F-150 Lightning could see even greater success since it's helping overcome what’s been one of the EV industry’s biggest barriers in the past.\nThe extra cost has kept EVs mostly limited to the wealthy.\nBut as the F-150 Lightning is set to be released with a price tag of $39,974, it'll be $16K cheaper than Tesla's new Cybertruck.\nAnd after federal tax credits and state incentives being poured in...\nIt could be even cheaper than a gas-powered truck at this point.\nThe Lightning is expected to hit the shelves coming in 2022, but there's another EV truck that will be coming even sooner...\n2 - Facedrive (TSXV:FD,OTC:FDVRF)\nSmart investors may be eyeing Facedrive (TSXV:FD,OTC:FDVRF) as a promising name with solid potential upside, even after having a banner year last year.\nThose who invested a year ago were able to more than double their money during a very tough year for most companies.\nBut with a modest market cap compared to their competitors, we think there’s still plenty of room for this fast-mover to grow in the coming months.\nThat's because the green ridesharing company has been making partnership deals and acquisitions left and right, and they show no signs of slowing down.\nAnd that’s helped them to gain the attention of retail investing websites like Motley Fool and several others.\nIt seems that while Facedrive has been building up to this moment for years, it's coming into it at the perfect time.\nWith the world finally re-opening after a year of lockdowns just as the EV rush is making headlines again, it's the perfect recipe for the success of green ridesharing.\nFacedrive's signature ridesharing service allows riders to take their pick between catching a ride in an EV, hybrid, or gas-powered vehicle.\nBut while ridesharing was where it all started, they've taken off in exciting new directions with the help of their unique verticals.\nToday, they've spun the EV enthusiasm out into several apps with thousands of downloads...\nThey've turned it into apparel partnerships with A-list celebrities Will Smith and Jada Pinkett-Smith...\nAnd they've even branched out to develop contact tracing technology being implemented by Air Canada and a Canadian provincial government, to help fight the spread of COVID-19.\nThis creative mindset helped them take a quick left turn when ridesharing hit some bumps in 2020, continuing to grow even while people were homebound.\nThat's when they began making acquisitions within their Facedrive Foods delivery service.\nThe company says these acquisitions led them to start making thousands of contactless food deliveries, using electric vehicles to bring people gourmet meals from their favorite restaurants.\nAnd as that's steadily grown over the last year, the company reports they're now fulfilling over 5,000 deliveries per day on average.\nBut Facedrive's latest big hit came thanks to their acquisition of Steer, the subscription-based EV model.\nNow, instead of footing the $40,000 bill to get a new EV truck, customers can get in and drive their own at just a small fraction of that cost.\nAfter paying a monthly subscription fee similar to Netflix, Steer customers are able to take their pick from a line of high-end electric vehicles they can take home and use whenever they'd like.\nThey can drive it as their own for as long as they're a monthly subscriber. Or if they'd like to swap it out for another from their digital showroom, they can make a trade whenever they'd like.\nThe company reports this unique new model has been a growing success in the last 9 months.\nSo much so that they've gone from only operating in the Washington D.C. area to crossing the border and moving into Canada.\n\nSteer just recently launched in Toronto, making their EV subscription model available to 2 of the biggest metro areas in North America.\nAnd after this initial phase, they’re probably already planning next steps to expand over the rest of the United States and Canada.\n3 - Rivian\nRivian is another red-hot EV company making news lately because of their R1T truck.\nThe R1T could soon start the wave of new EV sales as this new model is set to go public in June.\nRivian has already been making headlines over the last year thanks in part to their landmark deal with Amazon.\nAmazon has made it known that they plan to go electric with their delivery trucks.\nThey began testing Rivian trucks earlier this year. And they're expected to transition 10,000 of their vans to electric by 2022.\nThat number could soar to over 100,000 vans by 2030.\nIf all goes well for Rivian, it could turn out to be a massive deal that would quickly make them one of the biggest names in the space.\nBut while everyone's waiting on Rivian going public for their chance to invest...\nThey remain private at the moment, with nothing but an enormous amount of speculation around when they'll IPO and give everyday folks a chance to profit in the process.\nThe Beginning of the EV Takeover?\nThanks to Biden's big proposed $2.5 trillion gamble, we could soon see the EV industry move from being a fringe movement years ago to one day overtaking gas-powered vehicles.\nAnd while there are plenty of ways to play the EV boom in the days ahead, we're keeping an eye on ones already making big moves like Ford, Rivian, and Facedrive.\nOther Giant Automakers Are Getting Into The Game\nGeneral Motors (NYSE:GM) is one Detroit’s old school automakers, and it’s looking to catch a ride on the EV bandwagon, benefiting from a shift from gas-powered to alternative technology such as hydrogen and electricity. It’s now well over 100 years old and has survived where many others have failed. Even with the downfall of Detroit, GM has persisted, and that’s due in large part to its ability to adapt. In fact, GM’s dive into alternative fuels began way back in 1966 when it produced the world’s first ever hydrogen powered van. And it has not stopped innovating, either.\nRecently, GM dropped a bomb on the market with the announcement of its new business unit, BrightDrop. The company is looking to capture a key share of the burgeoning delivery market, with plans to sell electric vans and services to commercial delivery companies.\nGM isn’t just betting big on EVs, either. It’s also looking to capitalize on the autonomous vehicle boom. Recently, it announced that it’s majority-owned subsidiary, Cruise, has just received approval from the California DMV to test its autonomous vehicles without a driver. And while they’re not the first to receive such an approval, it’s still huge news for GM.\nToyota Motors (NYSE:TM),  for example, is a leader in the industry. Beginning with the Prius, Toyota has been on the cutting edge of green transportation for years and years. And now, it has developed a fuel cell system module and looks to start selling it after the spring this year in a bid to promote hydrogen use and help the world achieve carbon neutrality goals, the world’s largest car manufacturer said in February.\nAccording to Toyota, the new module can be used by companies developing fuel cell (FC) applications for trucks, buses, trains, and ships, as well as stationary generators.\nThe fuel cell system module can be directly connected to an existing electrical instrument provided with a motor, inverter, and battery, Toyota said, noting that the modularization significantly improves convenience.\nChinese EV Companies Making Major Moves\nNio Limited (NYSE:NIO) is one of Tesla’s most exciting new competitors, dominating the Chinese EV markets. After a rough start after going public in 2018, it’s been on a tear, producing vehicles with record-breaking range.\nJust a year ago, no one could have imagined how successful the Nio was going to be. In fact, many shareholders were ready to write off their losses and give up on the company. But China’s answer to Tesla’s dominance powered on, eclipsed estimates, and most importantly, kept its balance sheet in line. And it’s paid off. In a big way.\nNio has made all the right moves over the past year to turn heads on the streets and in the marketplace... From its stunningly beautiful - and fast - EP9 supercar to its new line of family-friendly high-performance sedans, Nio is well on its way to retaking control of its local market from Elon Musk’s electric vehicle giant. And as Chinese EV sales continue to soar…Nio’s already-impressive ascension to electric superstar is only going to accelerate from here.\nLi Auto (NASDAQ:LI) is another up-and-comer in the Chinese electric vehicle space. And while it may not be a veteran in the market like Tesla or even NIO, it’s quickly making waves on Wall Street. Backed by Chinese giants Meituan and Bytedance, Li has taken a different approach to the electric vehicle market. Instead of opting for pure-electric cars, it is giving consumers a choice with its stylish crossover hybrid SUV. This popular vehicle can be powered with gasoline or electricity, taking the edge off drivers who may not have a charging station or a gas station nearby.\nThough it just hit the NASDAQ in July of last year, the company has already seen its stock price more than double. Especially in the past month during the massive EV runup that netted investors triple-digit returns. It’s already worth more than $30 billion but it’s just getting started. And as the EV boom accelerates into high-gear, the sky is the limit for Li and its competitors.\nCanda Won’t Be Left Behind In The Electric Vehicle Boom\nGreenPower Motor (TSX:GPV) is an exciting company that produces larger-scale electric transportation.  Right now, it is primarily focused on the North American market, but the sky is the limit as the pressure to go green grows. GreenPower has been on the frontlines of the electric movement, manufacturing affordable battery-electric busses and trucks for over ten years. From school busses to long-distance public transit, GreenPower’s impact on the sector can’t be ignored.\nNFI Group (TSX:NFI) is another one of Canada’s most exciting electric mass-transit makers. Though it has not yet rebounded from January highs, NFI still offers investors a promising opportunity to capitalize on the electric vehicle boom at a discount. In addition to its increasingly positive financial reports, it is also one of the few in the business that actually pay dividends out to its investors. This is huge because it gives investors an opportunity to gain exposure to this booming industry while the stock is cheap and hold steady until the market finally discovers this gem.\nAnother way to gain exposure to the electric vehicle industry is through AutoCanada (TSX:ACQ), a company that operates auto-dealerships through Canada. The company carries a wide variety of new and used vehicles and has all types of financial options available to fit the needs of any consumer. While sales have slumped this year due to the COVID-19 pandemic, AutoCanada will likely see a rebound as both buying power and the demand for electric vehicles increases. As more new exciting EVs hit the market, AutoCanada will surely be able to ride the wave.\nWestport Fuel Systems (TSX:WPRT) is a unique way to get in on the green boom in the auto-industry.. It helps build the tools needed for carmakers to incorporate less damaging fuels like natural gas. Though natural gas doesn’t get quite the attention as electric vehicles do,, there are over 22.5  million natural gas vehicles on the road across the globe. And that market is expected to grow as the energy transition really takes off.\nMagna International (TSX:MG) is a great way to gain exposure to the EV market without betting big on one of the new hot automaker stocks tearing up Robinhood right now. The 63 year old Canadian manufacturing giant provides mobility technology for automakers of all types. From GM and Ford to luxury brands like BMW and Tesla, Magna is a master at striking deals. And it’s clear to see why. The company has the experience and reputation that automakers are looking for.\nBy. Julian Lowe","news_type":1},"isVote":1,"tweetType":1,"viewCount":92,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":158134744,"gmtCreate":1625135472088,"gmtModify":1703736847624,"author":{"id":"3576319038001885","authorId":"3576319038001885","name":"Natdns","avatar":"https://static.tigerbbs.com/be6cb184b10d5e613602b38d396409cf","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576319038001885","authorIdStr":"3576319038001885"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>Hope to go next level","listText":"<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>Hope to go next level","text":"$NIO Inc.(NIO)$Hope to go next level","images":[{"img":"https://static.tigerbbs.com/eb8f936ad984ca36f2c0809fa3ae33d5","width":"1242","height":"2151"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/158134744","isVote":1,"tweetType":1,"viewCount":503,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3569826220027951","authorId":"3569826220027951","name":"發財HuatAh8888","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"idStr":"3569826220027951","authorIdStr":"3569826220027951"},"content":"Wow. Congrats. You bough it at a low price. [Like]","text":"Wow. Congrats. You bough it at a low price. [Like]","html":"Wow. Congrats. You bough it at a low price. [Like]"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":122531116,"gmtCreate":1624627221635,"gmtModify":1703842062797,"author":{"id":"3576319038001885","authorId":"3576319038001885","name":"Natdns","avatar":"https://static.tigerbbs.com/be6cb184b10d5e613602b38d396409cf","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576319038001885","authorIdStr":"3576319038001885"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/122531116","repostId":"1123235741","repostType":4,"repost":{"id":"1123235741","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1624621822,"share":"https://ttm.financial/m/news/1123235741?lang=&edition=fundamental","pubTime":"2021-06-25 19:50","market":"us","language":"en","title":"Toplines Before US Market Open on Friday","url":"https://stock-news.laohu8.com/highlight/detail?id=1123235741","media":"Tiger Newspress","summary":"(Update: June 25, 2021 at 08:33 a.m. ET)\n\nKey inflation indicator rises 3.4% in May from a year earl","content":"<p><i><b>(Update: June 25, 2021 at 08:33 a.m. ET)</b></i></p>\n<ul>\n <li><b>Key inflation indicator rises 3.4% in May from a year earlier, as expected.</b></li>\n <li>S&amp;P, Nasdaq futures at peaks ahead of crucial inflation report.</li>\n <li>Nike, CarMax, Virgin Galactic &amp; more made the biggest moves in the premarket.</li>\n</ul>\n<p>(June&nbsp;25)&nbsp;<b>The core personal consumption expenditures price index for May was expected to rise 3.4% on a year-over-year basis, according to economists surveyed by Dow Jones.</b>&nbsp;</p>\n<p><i>Related:&nbsp;</i><a href=\"https://laohu8.com/NW/1107282210\" target=\"_blank\"><i>Key inflation indicator posts biggest year-over-year gain in nearly three decades</i></a></p>\n<p><a href=\"https://laohu8.com/NW/1166582624\" target=\"_blank\"><i>Fed's Favorite Inflation Indicator Surges To Highest Since 1991 As Savings Rate Slumps</i></a><i></i></p>\n<p>S&amp;P futures traded at record highs, tracking strong gains in Asian markets, as investors braced for the Fed's preferred inflation data following a tentative bipartisan agreement on infrastructure spending, while U.S. lenders rose after clearing stress tests.</p>\n<p>At 7:58&nbsp;am ET S&amp;P futures were up 5pts or 0.12%, Dow Jones futs were up&nbsp;120 or 0.35% and Nasdaq futs were up 10.5 or +0.07%.&nbsp;<b>Global stocks are poised for their biggest weekly advance since April, extending their fifth monthly gain.</b></p>\n<p><img src=\"https://static.tigerbbs.com/3595ef2646654cdba23a65657d7cb0d5\" tg-width=\"1242\" tg-height=\"532\" referrerpolicy=\"no-referrer\"></p>\n<p>In a sign of the ongoing recovery still under way in the U.S., the Labor Department'sweekly jobless claims report out Thursday morningshowed a drop in new filings, even as the margin of improvement came in slightly weaker than expected. <b>And on Friday, investors will be closely watching the Bureau of Economic Analysis' reported on core personal consumption expenditures (PCE), which serves as the Federal Reserve's preferred inflation gauge. This is expected to have risen by 3.4% in May over last year, marking the fastest increase since 1992.</b></p>\n<p>On Thursday, the Nasdaq and the S&amp;P 500 indexes closed at record highs, while the Dow jumped almost 1% after Joe Biden embraced the $1.2 trillion bipartisan Senate spending deal and as data showed a labor market recovery was on track, albeit at a slower pace. Major US banks such as Bank of America, JPMorgan Chase and Citigroup were all higher in premarket trading after all Wall Street banks&nbsp;passed&nbsp;the Federal Reserve’s stress tests, paving the way for over $140 billion in payouts. Nike surged 12% in premarket trading after sneaker maker forecast fiscal full-year sales ahead of Wall Street estimates prompting several analysts to raise their price projections, and helping Dow futures rise 0.3%. In sympathy, Adidas jumped 5.1% to 17-month high, while electricity producer Iberdrola dropped 2.1% to the lowest since early March. The latest evidence of a labor shortage came from FedEx Corp as the U.S. delivery firm missed 2022 earnings forecast due to hiring difficulties. Its shares shed 3.8%.</p>\n<p>Here are some of the other big premarket U.S. movers today:</p>\n<ul>\n <li>Blank-check firm Property Solutions Acquisition (PSAC) rises 16% after it said the registration statement on its merger with electric vehicle maker Faraday Future had been declared effective by the SEC.</li>\n <li>Cannabidiol product seller Grove (GRVI) surges 35% rising further above yesterday’s IPO price of $5 per share.</li>\n <li>Netflix (NFLX) gains 1.3% after Credit Suisse upgraded the stock to outperform, with subscriber growth expected to normalize in 4Q21. A survey by CS of U.S. consumers reinforced the stream platform’s strong competitive position and high user satisfaction.</li>\n <li>Nokia’s U.S. ADRs (NOK) rise 2.9% after Goldman Sachs upgrades the telecom equipment maker to buy from neutral and raises price targets.</li>\n</ul>\n<p><b>Stocks making the biggest moves in the premarket: Nike, CarMax, Virgin Galactic &amp; more</b></p>\n<p><b>1)&nbsp;Nike(NKE)</b> – Nikereported quarterly earnings of 93 cents per share, well above the 51 cents a share consensus estimate. Revenue beat forecasts by a wide margin and exceeded $12 billion for the first time. Nike benefited from pent-up demand for its shoes and apparel, and saw a 73% jump in direct sales through its apps and websites. Nike shares soared 12.5% in the premarket.</p>\n<p><b>2)&nbsp;CarMax(KMX) </b>– CarMax shares rallied 5.9% in premarket trading after the auto retailer reported better-than-expected sales and profit for its latest quarter. CarMax beat the consensus estimate by $1 a share, with quarterly profit of $2.63, helped by a pandemic-induced preference for cars over public transport.</p>\n<p><b>3)&nbsp;Virgin Galactic(SPCE) </b>– Virgin shares surged 11.5% in the premarket after the Federal Aviation Administration granted approval for Virgin to fly paying customers into space. It’s the first such approval granted by the FAA, and follows a successful test flight by Virgin Galactic in May.</p>\n<p><b>4)&nbsp;FedEx(FDX) </b>– FedEx beat estimates by 2 cents a share, with quarterly earnings of $5.01 per share. The delivery service’s revenue also topped forecasts. CEO Fred Smith said operations are being crimped by an inability to find enough workers, however, and the company will ramp up capital spending by 22% this year to deal with delivery delays. The stock slid 3.9% in premarket trading.</p>\n<p><b>5)&nbsp;Tesla(TSLA) </b>– Japanese electronics giant Panasonic sold its entire stake in Tesla for about $3.6 billion during the most recent fiscal year, according to a Panasonic spokesperson. Panasonic was an early investor in Tesla, and is a major battery supplier for the automaker.</p>\n<p><b>6)&nbsp;Netflix(NFLX)</b> – Netflix rose 1.3% in the premarket following an upgrade to “outperform” from “neutral” at Credit Suisse. The bank said it expects subscriber growth to normalize and that its recent consumer survey reinforced Netflix’s strong competitive position.</p>\n<p><b>7)&nbsp;BlackBerry(BB) </b>– BlackBerry shares added 1.3% in premarket trading after it reported a smaller-than-expected loss for its latest quarter. The security and communications software maker also saw better-than-expected revenue, as a jump in electric vehicle sales boosted demand for BlackBerry’s QNX software.</p>\n<p><b>8)&nbsp;JPMorgan Chase(JPM),Wells Fargo(WFC),Bank of America(BAC),Citigroup(C)</b> – Big bank stocks are on watch today after the Federal Reservegave passing marksto all 23 banks that were subjected to the latest round of stress tests. Following those results, the Fed said it would lift temporary restrictions on dividends and share buybacks.</p>\n<p><b>9)&nbsp;Twilio(TWLO),Asana(ASAN)</b> – Twilio and Asana have agreed to list their shares on the Long-Term Stock Exchange, a Silicon Valley-based operation that is designed to focus on long-term investing. They will continue to list on the New York Stock Exchange as well. The two cloud software companies were early investors in the Long-Term Exchange. Asana jumped 3.3% in premarket trading.</p>\n<p><b>10)&nbsp;Credit Suisse(CS)</b> – Credit Suisse is mulling various overhaul plans including a possible merger with rival European bankUBS(UBS), according to people familiar with the bank’s thinking who spoke to Reuters. Credit Suisse rose 1.2% in the premarket.</p>\n<p><b>11)&nbsp;Doximity(DOCS) </b>– The social network for doctors saw its stock slide 3.9% in the premarket, after going public at $26 per share and closing its first day of trading at $53.</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>Toplines Before US Market Open on Friday</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nToplines Before US Market Open on Friday\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-06-25 19:50</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><i><b>(Update: June 25, 2021 at 08:33 a.m. ET)</b></i></p>\n<ul>\n <li><b>Key inflation indicator rises 3.4% in May from a year earlier, as expected.</b></li>\n <li>S&amp;P, Nasdaq futures at peaks ahead of crucial inflation report.</li>\n <li>Nike, CarMax, Virgin Galactic &amp; more made the biggest moves in the premarket.</li>\n</ul>\n<p>(June&nbsp;25)&nbsp;<b>The core personal consumption expenditures price index for May was expected to rise 3.4% on a year-over-year basis, according to economists surveyed by Dow Jones.</b>&nbsp;</p>\n<p><i>Related:&nbsp;</i><a href=\"https://laohu8.com/NW/1107282210\" target=\"_blank\"><i>Key inflation indicator posts biggest year-over-year gain in nearly three decades</i></a></p>\n<p><a href=\"https://laohu8.com/NW/1166582624\" target=\"_blank\"><i>Fed's Favorite Inflation Indicator Surges To Highest Since 1991 As Savings Rate Slumps</i></a><i></i></p>\n<p>S&amp;P futures traded at record highs, tracking strong gains in Asian markets, as investors braced for the Fed's preferred inflation data following a tentative bipartisan agreement on infrastructure spending, while U.S. lenders rose after clearing stress tests.</p>\n<p>At 7:58&nbsp;am ET S&amp;P futures were up 5pts or 0.12%, Dow Jones futs were up&nbsp;120 or 0.35% and Nasdaq futs were up 10.5 or +0.07%.&nbsp;<b>Global stocks are poised for their biggest weekly advance since April, extending their fifth monthly gain.</b></p>\n<p><img src=\"https://static.tigerbbs.com/3595ef2646654cdba23a65657d7cb0d5\" tg-width=\"1242\" tg-height=\"532\" referrerpolicy=\"no-referrer\"></p>\n<p>In a sign of the ongoing recovery still under way in the U.S., the Labor Department'sweekly jobless claims report out Thursday morningshowed a drop in new filings, even as the margin of improvement came in slightly weaker than expected. <b>And on Friday, investors will be closely watching the Bureau of Economic Analysis' reported on core personal consumption expenditures (PCE), which serves as the Federal Reserve's preferred inflation gauge. This is expected to have risen by 3.4% in May over last year, marking the fastest increase since 1992.</b></p>\n<p>On Thursday, the Nasdaq and the S&amp;P 500 indexes closed at record highs, while the Dow jumped almost 1% after Joe Biden embraced the $1.2 trillion bipartisan Senate spending deal and as data showed a labor market recovery was on track, albeit at a slower pace. Major US banks such as Bank of America, JPMorgan Chase and Citigroup were all higher in premarket trading after all Wall Street banks&nbsp;passed&nbsp;the Federal Reserve’s stress tests, paving the way for over $140 billion in payouts. Nike surged 12% in premarket trading after sneaker maker forecast fiscal full-year sales ahead of Wall Street estimates prompting several analysts to raise their price projections, and helping Dow futures rise 0.3%. In sympathy, Adidas jumped 5.1% to 17-month high, while electricity producer Iberdrola dropped 2.1% to the lowest since early March. The latest evidence of a labor shortage came from FedEx Corp as the U.S. delivery firm missed 2022 earnings forecast due to hiring difficulties. Its shares shed 3.8%.</p>\n<p>Here are some of the other big premarket U.S. movers today:</p>\n<ul>\n <li>Blank-check firm Property Solutions Acquisition (PSAC) rises 16% after it said the registration statement on its merger with electric vehicle maker Faraday Future had been declared effective by the SEC.</li>\n <li>Cannabidiol product seller Grove (GRVI) surges 35% rising further above yesterday’s IPO price of $5 per share.</li>\n <li>Netflix (NFLX) gains 1.3% after Credit Suisse upgraded the stock to outperform, with subscriber growth expected to normalize in 4Q21. A survey by CS of U.S. consumers reinforced the stream platform’s strong competitive position and high user satisfaction.</li>\n <li>Nokia’s U.S. ADRs (NOK) rise 2.9% after Goldman Sachs upgrades the telecom equipment maker to buy from neutral and raises price targets.</li>\n</ul>\n<p><b>Stocks making the biggest moves in the premarket: Nike, CarMax, Virgin Galactic &amp; more</b></p>\n<p><b>1)&nbsp;Nike(NKE)</b> – Nikereported quarterly earnings of 93 cents per share, well above the 51 cents a share consensus estimate. Revenue beat forecasts by a wide margin and exceeded $12 billion for the first time. Nike benefited from pent-up demand for its shoes and apparel, and saw a 73% jump in direct sales through its apps and websites. Nike shares soared 12.5% in the premarket.</p>\n<p><b>2)&nbsp;CarMax(KMX) </b>– CarMax shares rallied 5.9% in premarket trading after the auto retailer reported better-than-expected sales and profit for its latest quarter. CarMax beat the consensus estimate by $1 a share, with quarterly profit of $2.63, helped by a pandemic-induced preference for cars over public transport.</p>\n<p><b>3)&nbsp;Virgin Galactic(SPCE) </b>– Virgin shares surged 11.5% in the premarket after the Federal Aviation Administration granted approval for Virgin to fly paying customers into space. It’s the first such approval granted by the FAA, and follows a successful test flight by Virgin Galactic in May.</p>\n<p><b>4)&nbsp;FedEx(FDX) </b>– FedEx beat estimates by 2 cents a share, with quarterly earnings of $5.01 per share. The delivery service’s revenue also topped forecasts. CEO Fred Smith said operations are being crimped by an inability to find enough workers, however, and the company will ramp up capital spending by 22% this year to deal with delivery delays. The stock slid 3.9% in premarket trading.</p>\n<p><b>5)&nbsp;Tesla(TSLA) </b>– Japanese electronics giant Panasonic sold its entire stake in Tesla for about $3.6 billion during the most recent fiscal year, according to a Panasonic spokesperson. Panasonic was an early investor in Tesla, and is a major battery supplier for the automaker.</p>\n<p><b>6)&nbsp;Netflix(NFLX)</b> – Netflix rose 1.3% in the premarket following an upgrade to “outperform” from “neutral” at Credit Suisse. The bank said it expects subscriber growth to normalize and that its recent consumer survey reinforced Netflix’s strong competitive position.</p>\n<p><b>7)&nbsp;BlackBerry(BB) </b>– BlackBerry shares added 1.3% in premarket trading after it reported a smaller-than-expected loss for its latest quarter. The security and communications software maker also saw better-than-expected revenue, as a jump in electric vehicle sales boosted demand for BlackBerry’s QNX software.</p>\n<p><b>8)&nbsp;JPMorgan Chase(JPM),Wells Fargo(WFC),Bank of America(BAC),Citigroup(C)</b> – Big bank stocks are on watch today after the Federal Reservegave passing marksto all 23 banks that were subjected to the latest round of stress tests. Following those results, the Fed said it would lift temporary restrictions on dividends and share buybacks.</p>\n<p><b>9)&nbsp;Twilio(TWLO),Asana(ASAN)</b> – Twilio and Asana have agreed to list their shares on the Long-Term Stock Exchange, a Silicon Valley-based operation that is designed to focus on long-term investing. They will continue to list on the New York Stock Exchange as well. The two cloud software companies were early investors in the Long-Term Exchange. Asana jumped 3.3% in premarket trading.</p>\n<p><b>10)&nbsp;Credit Suisse(CS)</b> – Credit Suisse is mulling various overhaul plans including a possible merger with rival European bankUBS(UBS), according to people familiar with the bank’s thinking who spoke to Reuters. Credit Suisse rose 1.2% in the premarket.</p>\n<p><b>11)&nbsp;Doximity(DOCS) </b>– The social network for doctors saw its stock slide 3.9% in the premarket, after going public at $26 per share and closing its first day of trading at $53.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123235741","content_text":"(Update: June 25, 2021 at 08:33 a.m. ET)\n\nKey inflation indicator rises 3.4% in May from a year earlier, as expected.\nS&P, Nasdaq futures at peaks ahead of crucial inflation report.\nNike, CarMax, Virgin Galactic & more made the biggest moves in the premarket.\n\n(June 25) The core personal consumption expenditures price index for May was expected to rise 3.4% on a year-over-year basis, according to economists surveyed by Dow Jones. \nRelated: Key inflation indicator posts biggest year-over-year gain in nearly three decades\nFed's Favorite Inflation Indicator Surges To Highest Since 1991 As Savings Rate Slumps\nS&P futures traded at record highs, tracking strong gains in Asian markets, as investors braced for the Fed's preferred inflation data following a tentative bipartisan agreement on infrastructure spending, while U.S. lenders rose after clearing stress tests.\nAt 7:58 am ET S&P futures were up 5pts or 0.12%, Dow Jones futs were up 120 or 0.35% and Nasdaq futs were up 10.5 or +0.07%. Global stocks are poised for their biggest weekly advance since April, extending their fifth monthly gain.\n\nIn a sign of the ongoing recovery still under way in the U.S., the Labor Department'sweekly jobless claims report out Thursday morningshowed a drop in new filings, even as the margin of improvement came in slightly weaker than expected. And on Friday, investors will be closely watching the Bureau of Economic Analysis' reported on core personal consumption expenditures (PCE), which serves as the Federal Reserve's preferred inflation gauge. This is expected to have risen by 3.4% in May over last year, marking the fastest increase since 1992.\nOn Thursday, the Nasdaq and the S&P 500 indexes closed at record highs, while the Dow jumped almost 1% after Joe Biden embraced the $1.2 trillion bipartisan Senate spending deal and as data showed a labor market recovery was on track, albeit at a slower pace. Major US banks such as Bank of America, JPMorgan Chase and Citigroup were all higher in premarket trading after all Wall Street banks passed the Federal Reserve’s stress tests, paving the way for over $140 billion in payouts. Nike surged 12% in premarket trading after sneaker maker forecast fiscal full-year sales ahead of Wall Street estimates prompting several analysts to raise their price projections, and helping Dow futures rise 0.3%. In sympathy, Adidas jumped 5.1% to 17-month high, while electricity producer Iberdrola dropped 2.1% to the lowest since early March. The latest evidence of a labor shortage came from FedEx Corp as the U.S. delivery firm missed 2022 earnings forecast due to hiring difficulties. Its shares shed 3.8%.\nHere are some of the other big premarket U.S. movers today:\n\nBlank-check firm Property Solutions Acquisition (PSAC) rises 16% after it said the registration statement on its merger with electric vehicle maker Faraday Future had been declared effective by the SEC.\nCannabidiol product seller Grove (GRVI) surges 35% rising further above yesterday’s IPO price of $5 per share.\nNetflix (NFLX) gains 1.3% after Credit Suisse upgraded the stock to outperform, with subscriber growth expected to normalize in 4Q21. A survey by CS of U.S. consumers reinforced the stream platform’s strong competitive position and high user satisfaction.\nNokia’s U.S. ADRs (NOK) rise 2.9% after Goldman Sachs upgrades the telecom equipment maker to buy from neutral and raises price targets.\n\nStocks making the biggest moves in the premarket: Nike, CarMax, Virgin Galactic & more\n1) Nike(NKE) – Nikereported quarterly earnings of 93 cents per share, well above the 51 cents a share consensus estimate. Revenue beat forecasts by a wide margin and exceeded $12 billion for the first time. Nike benefited from pent-up demand for its shoes and apparel, and saw a 73% jump in direct sales through its apps and websites. Nike shares soared 12.5% in the premarket.\n2) CarMax(KMX) – CarMax shares rallied 5.9% in premarket trading after the auto retailer reported better-than-expected sales and profit for its latest quarter. CarMax beat the consensus estimate by $1 a share, with quarterly profit of $2.63, helped by a pandemic-induced preference for cars over public transport.\n3) Virgin Galactic(SPCE) – Virgin shares surged 11.5% in the premarket after the Federal Aviation Administration granted approval for Virgin to fly paying customers into space. It’s the first such approval granted by the FAA, and follows a successful test flight by Virgin Galactic in May.\n4) FedEx(FDX) – FedEx beat estimates by 2 cents a share, with quarterly earnings of $5.01 per share. The delivery service’s revenue also topped forecasts. CEO Fred Smith said operations are being crimped by an inability to find enough workers, however, and the company will ramp up capital spending by 22% this year to deal with delivery delays. The stock slid 3.9% in premarket trading.\n5) Tesla(TSLA) – Japanese electronics giant Panasonic sold its entire stake in Tesla for about $3.6 billion during the most recent fiscal year, according to a Panasonic spokesperson. Panasonic was an early investor in Tesla, and is a major battery supplier for the automaker.\n6) Netflix(NFLX) – Netflix rose 1.3% in the premarket following an upgrade to “outperform” from “neutral” at Credit Suisse. The bank said it expects subscriber growth to normalize and that its recent consumer survey reinforced Netflix’s strong competitive position.\n7) BlackBerry(BB) – BlackBerry shares added 1.3% in premarket trading after it reported a smaller-than-expected loss for its latest quarter. The security and communications software maker also saw better-than-expected revenue, as a jump in electric vehicle sales boosted demand for BlackBerry’s QNX software.\n8) JPMorgan Chase(JPM),Wells Fargo(WFC),Bank of America(BAC),Citigroup(C) – Big bank stocks are on watch today after the Federal Reservegave passing marksto all 23 banks that were subjected to the latest round of stress tests. Following those results, the Fed said it would lift temporary restrictions on dividends and share buybacks.\n9) Twilio(TWLO),Asana(ASAN) – Twilio and Asana have agreed to list their shares on the Long-Term Stock Exchange, a Silicon Valley-based operation that is designed to focus on long-term investing. They will continue to list on the New York Stock Exchange as well. The two cloud software companies were early investors in the Long-Term Exchange. Asana jumped 3.3% in premarket trading.\n10) Credit Suisse(CS) – Credit Suisse is mulling various overhaul plans including a possible merger with rival European bankUBS(UBS), according to people familiar with the bank’s thinking who spoke to Reuters. Credit Suisse rose 1.2% in the premarket.\n11) Doximity(DOCS) – The social network for doctors saw its stock slide 3.9% in the premarket, after going public at $26 per share and closing its first day of trading at $53.","news_type":1},"isVote":1,"tweetType":1,"viewCount":118,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":869584784,"gmtCreate":1632304268448,"gmtModify":1676530747692,"author":{"id":"3576319038001885","authorId":"3576319038001885","name":"Natdns","avatar":"https://static.tigerbbs.com/be6cb184b10d5e613602b38d396409cf","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576319038001885","authorIdStr":"3576319038001885"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SNDL\">$Sundial Growers Inc.(SNDL)$</a>Waiting to sell off","listText":"<a href=\"https://laohu8.com/S/SNDL\">$Sundial Growers Inc.(SNDL)$</a>Waiting to sell off","text":"$Sundial Growers Inc.(SNDL)$Waiting to sell off","images":[{"img":"https://static.tigerbbs.com/48fb2e1c859f683f24c47c1fc9a9daef","width":"1242","height":"2151"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/869584784","isVote":1,"tweetType":1,"viewCount":524,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3555831748545590","authorId":"3555831748545590","name":"霢霂霖霏","avatar":"https://community-static.tradeup.com/news/5dc746058801d3324600563322eb6182","crmLevel":2,"crmLevelSwitch":0,"idStr":"3555831748545590","authorIdStr":"3555831748545590"},"content":"Whats ur target","text":"Whats ur target","html":"Whats ur target"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":881054125,"gmtCreate":1631282756167,"gmtModify":1676530518914,"author":{"id":"3576319038001885","authorId":"3576319038001885","name":"Natdns","avatar":"https://static.tigerbbs.com/be6cb184b10d5e613602b38d396409cf","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576319038001885","authorIdStr":"3576319038001885"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>Hope it will go further up","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>Hope it will go further up","text":"$Tiger Brokers(TIGR)$Hope it will go further 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Brand(NAKD)$???","images":[{"img":"https://static.tigerbbs.com/9a4b53cf24c6678885801fb50f22c792","width":"1242","height":"2151"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":1,"link":"https://ttm.financial/post/173262956","isVote":1,"tweetType":1,"viewCount":374,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":179379467,"gmtCreate":1626489325659,"gmtModify":1703761032019,"author":{"id":"3576319038001885","authorId":"3576319038001885","name":"Natdns","avatar":"https://static.tigerbbs.com/be6cb184b10d5e613602b38d396409cf","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576319038001885","authorIdStr":"3576319038001885"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/179379467","repostId":"1149577900","repostType":4,"repost":{"id":"1149577900","kind":"news","pubTimestamp":1626483617,"share":"https://ttm.financial/m/news/1149577900?lang=&edition=fundamental","pubTime":"2021-07-17 09:00","market":"us","language":"en","title":"Don't Fear A Stock Market Crash","url":"https://stock-news.laohu8.com/highlight/detail?id=1149577900","media":"seekingalpha","summary":"Summary\n\nWarnings and claims of a stock market crash keep surfacing as the markets continue to push ","content":"<p>Summary</p>\n<ul>\n <li>Warnings and claims of a stock market crash keep surfacing as the markets continue to push themselves to new records.</li>\n <li>There are four main factors that this market exhibits that have the potential to cause a crash.</li>\n <li>Those factors include excessive speculation, a growth slowdown, peak valuations, and low interest rates rising.</li>\n <li>Preparedness for the possible outcomes stemming from these factors and securing a portfolio against those outcomes could be necessary.</li>\n <li>A crash isn't something to fear, but rather something to take advantage of and capitalize from the bargains being offered.</li>\n</ul>\n<p>Warnings and claims of a stock market crash keep surfacing as the markets continue to push themselves to new records. First it was March, then May, then June, then September, for when experts would say the crash would come. Has it? No. Will it? Possibly. Is it easy to predict? Hardly. The more you hear people talk about it, the more you see it, the more convincing a possible crash gets - yet it's still nothing to fear. There are unfavorable and unsightly factors in the markets - again, it's still nothing to fear; rather, it's something to keep in mind, prepare for, and ultimately, take advantage of and capitalize. Just like in sports such as basketball and soccer, a great player plays both offense and defense very well, and likewise a great investor can play both the bull and bear runs in the market, and capitalize off of either. A crash should be nothing to fear, when the cards are stacked right and the hedges are placed, as it can offer chances to buy high-quality companies often at large discounts.</p>\n<p>An Abundance of 'Warnings'</p>\n<p>Simply doing a quick search on Google (GOOG) for \"stock market crash\" or \"stock market crash expert\" returns dozens upon dozens of results of arguments laying out the pending doom of the markets, the arguments behind why the crash is bound to happen, why the crash didn't happen when it was supposed to,etc.; while there are many different 'expert warnings' for such a crash, let's take a look at three different perspectives, from Harry Dent, Jeremy Grantham, and John Hussman.</p>\n<ul>\n <li>Harry Denthas warned of an 80% crash coming this fall (a bit on the extreme side it seems, compared to others), saying that \"stocks have no place in investors' portfolios.\" His track record includes calling Japan's 1989 bubble and the dot-com bubble, and Dent is seeing that while investors remain bullish in the longer-term, the economy's recovery isn't the same and \"not as good as it used to be.\" Back in March, he had said that the biggest crash would happen in June, but as we all can see, it did not.</li>\n <li>Jeremy Granthamsees that the 2020 Covid-induced crash was a mere blip in the run to the market peak, with the past year shoring up to be the \"classic finale to an 11-year bull market.\" Overvaluation across each market decile, farther than in 2000, while margin and debt peak, and high speculative trading support his warning. He also sees deflating asset prices, such as housing, causing pain as well, as bonds, stocks and real estate have all inflated together.</li>\n <li>John Hussmanhas warned that valuations are extreme, and called for the S&amp;P 500 to see 12 years of negative returns ahead and a &gt;60% decline; Hussman's track record includes calling out the dot-com bubble burst and 80% decline, the 2008 crash, and the decade of negative returns following the dot-com bubble. He also warns about speculation on securities that have already seen large appreciation for future growth. One of the key factors that he points out for a likely snapping of this bull run is that \"the mental image in anticipation of a post-pandemic recovery may be more pleasant than the actual recovery itself,\" such that the \"glowing optimism currently built into record valuation extremes could be followed by quite a bit of disappointment.\"</li>\n</ul>\n<p>Yet they aren't alone, and while track records do show some big crashes, often times they can be wrong far more than they are right, banks are also seeing minimal returns over the decade - Bank of America (BAC) is predicting that the S&amp;P 500 would return an average of just 2% through the decade given the valuation landscape. That, plus other factors, do bring up the possibility of a crash, but with the signs and signals flashing, it shouldn't catch anyone off guard.</p>\n<p>Four Factors</p>\n<p>While there are many factors that have caused prior crashes and could cause future ones, four main factors that this current market exhibits that have the potential to cause a crash include: high amounts of speculative trading, slowdown in growth (economic recovery), peak valuations, and low interest rates that rise.</p>\n<p>Excessive Speculation</p>\n<p>Speculation comes in many forms, but the most recognizable instances of over-exuberant trading and excessive speculation include GameStop's (GME) January short-squeeze frenzy, Archegos' implosion and the crash of Viacom (VIAC), Discovery (DISCA), a basket of Chinese tech stocks including Baidu (BIDU), iQIYI (IQ) and Vipshop(NYSE:VIPS), and others, and the more recent AMC Entertainment (AMC) short squeeze. Dogecoin (DOGE-USD) also erupted in a speculative half social-media, half Elon Musk-fueled run.</p>\n<p>While single asset speculation through heavy volume trading not just in shares but in call options has been visible, less visible aspects of excessive speculative have persisted for months, with some surfacing in February or earlier.</p>\n<p><img src=\"https://static.tigerbbs.com/dccc290398aed22a11cf41ae63a85bce\" tg-width=\"624\" tg-height=\"453\" referrerpolicy=\"no-referrer\"></p>\n<p>Margin debt (above) has risen significantly since 2020's bottoming out, up over 70% to over $850 billion from just $500 billion in early 2020. Robinhood (HOOD), a facilitator of first-time investors entering the market, of which they did in herds during 2020, provided relatively easy access to margin trading, and a flood of new investors and a surge in 'FOMO' helped push both margin debt and the market higher through 2020. While spikes in margin debt have historically preceded both the dot-com and housing bubble bursts (a pre-recessionary indicator), margin debt has spiked during the recent recession, which could signal that more pain is yet to come.</p>\n<p>Back in early February, signs of excess speculation and a push in the ten-year past 1.25%, to me, signaled pain ahead for growth stocks - thatthesisplayed out starting that day, with the NASDAQ falling over 10% through early March. Now, yields are stumbling, with the ten-year dropping below 1.30%, as expectations for a growth slowdown amid a slew of factors including new lockdowns in Australia, rising cases from the Delta variant and higher-than-expected inflation.</p>\n<p>Speculation combines with other factors, like a growth slowdown and peak valuations, to create frothiness in trading, stretched multiples, and asymmetric risk-reward profiles, creating more risk than reward often.</p>\n<p>Growth Slowdown</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/034a916ba93dac9b099409c5906bee37\" tg-width=\"631\" tg-height=\"563\" referrerpolicy=\"no-referrer\"><span>Graphic fromWeForumvia Statista</span></p>\n<p>The economic recovery as the globe worked through and emerged from lockdowns last year is visible, with a nearV-recoveryin GDP through the back half of 2020. China has seen aslowdownin its recovery, with more policy support expected; U.S. job numbers have missed expectations multiple times so far this year. There are still pockets of the economy that have failed to recovery as fast as expected, such as family-owned businesses/restaurants.</p>\n<p>Unemployment, GDP, and inflation all factor into forecasts for economic growth, and inflation is posing a larger risk than the other two currently. High inflation, high[er] unemployment, and an economic growth slowdown can create stagflation, such as what was witnessed in the 1970s.Fears of stagflationhave risen through June; while wage stagnation has been fought off by companies raising wages to meet downfalls caused by labor shortages, inflation is driving prices higher - theCPIrose quicker than expectations, reaching its highest level since August 2008, while thePPImirrored that move, helped by supply chain issues across nearly all industries. Companies like PepsiCo (PEP) and Conagra (CAG) are raising prices to combat adverse effects to their operating performances stemming from inflation.</p>\n<p>The market hasn't necessarily reacted to the possibilities of an economic slowdown, and inflation isn't the only factor - Covid-19 is not close to being gone, with the Delta variant surging in non-vaccinated communities and countries.Lockdownshave been re-implemented in parts of Australia, and there's no telling if lockdowns will be needed in other regions if cases continue to spike, and that alone can revert economic growth.</p>\n<p>Peak Valuations</p>\n<p>Arguably one of the most noticeable and most mentioned factor in this list is peak valuations - that is, stocks are in a bubble, or certain groups of stocks are substantially overvalued.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/388dd5417e610209de84d8a86ca86f91\" tg-width=\"624\" tg-height=\"351\" referrerpolicy=\"no-referrer\"><span>Graphic fromBloomberg</span></p>\n<p>February and March marked a time where the markets 'reset' valuations for growth stocks - in particular, SPACs and unprofitable high-growth stocks who soared during 2020 (Goldman Sachs'Non-Profitable Tech Indexreached 393.1 in January 2021, up from 81.7 in March 2020). The SPAC cohort is a mix of heavy speculation and peak valuations, with SPACs rising &gt;100% on rumors of mergers, only to fall &gt;50% following those mergers - Churchill Capital IV (CCIV) and Lucid Motors is the prime example of this. This was a trend of the EV sector in general from January through March, with leaders Tesla (TSLA) and NIO (NIO) shedding over one-third of their value.</p>\n<p>SPACs also mirror some of the exuberance in 2000 - stocks that had that dot-com in the name were able to raise substantial cash via IPOs without much of a proven operating record, and many failed. Many of the SPACs that have come public in the past year exhibit those same features - a high investor appetite, ability to raise necessary cash from such appetite, multi-billion dollar valuations, and minimal revenues. General IPOs are also red-hot, with hundreds of companies already joining the markets this year, as investor snap them up quickly.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6a5ace269e2c48c6ad6bb5180ce32e48\" tg-width=\"635\" tg-height=\"535\" referrerpolicy=\"no-referrer\"><span>Data byYCharts</span></p>\n<p>Tech stocks that have performed poorly since that 'peak' from January through March include some of those recent IPOs like C3.ai (AI), Lemonade (LMND), Snowflake (SNOW), and others including Appian (APPN) and Fastly (FSLY); aside from Snowflake, which is down 20%, the rest have fallen over 40% from those highs as high P/S multiples reset. On the other hand, CrowdStrike (CRWD) and Zscaler (ZS) have managed to maintain such a high multiple with growing cybersecurity tailwinds, and have performed about flat over the same period. While the former six do still have strong, positive growth prospects, sustaining a high multiple is never guaranteed, and a reset that shocks the market shocks these stocks significantly, as seen in their performance.</p>\n<p>But these peak valuations also spread to the blue-chips, and to FAANGM - Facebook (FB), Apple (AAPL), Amazon (AMZN), Netflix (NFLX), Google (GOOGL), and Microsoft (MSFT). This basket's PE valuations, on a weighted-by-market-cap basis, sat at 45x earnings in February, pushed higher by Amazon and Apple; at the moment, it sits just above 41.5x. This plays a role in exaggerating the overall S&amp;P PE due to the heavy weighting the group has in the index, which is over 2 standard deviations above its average.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/136219a2e6ea016fd91597c989fa1a9e\" tg-width=\"624\" tg-height=\"312\" referrerpolicy=\"no-referrer\"><span>Graphic fromCurrent Market Valuation</span></p>\n<p>And as a whole, valuations across the market are becoming more stretched, with each decile seeing its most extreme valuations on a PS basis, topping that of 2000. While high-beta, high-multiple stocks (primarily tech) in decline 10 have exceeded their 2000s level in a steep climb, decile 8 and 9 (likely more stable stocks given historical PS of 2x-4x) have seen that ratio double since 2011, with a surge in 2020 taking the deciles far past averages. While the exact components that make up each decile are unknown, are the drivers in place to solidify such a rapid expansion since 2019? For some stocks, possibly, but for others, it's not as likely. It could be down to a combination of high levels of bullishness in the market, FOMO, stimulus and low rates allowing stocks to run higher even with less fundamental backing.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d8ab71b923769effdde5d09e1d3cd3fd\" tg-width=\"624\" tg-height=\"354\" referrerpolicy=\"no-referrer\"><span>Graphic fromBusiness Insider</span></p>\n<p>Low Interest Rates</p>\n<p>The fourth factor here is low interest rates that begin to rise, which ultimately affect the flow/flood of money into the markets, of which the Fed has supported since 2020. Some experts are seeing that equities in general are exhibiting signs of peak valuations and irrational exuberance, but that can be sustained as long as 'stimulus' in the form of Fed support remains.</p>\n<p>When interest rates are kept lower for an extended period, it increases the chances of bubbles being formed in different asset classes. Thus, one of the biggest risks becomes inflation, the risk that the market is currently digesting.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2e8cb16f3b4b962cfa8adbffa4127b92\" tg-width=\"960\" tg-height=\"720\" referrerpolicy=\"no-referrer\"><span>Graphic fromJP Morgan</span></p>\n<p>Although rates are still low as of right now, the Fed has been facing some different viewpoints as to when it will need to start raising rates to combat inflation. Some see rates as early asnext year,others see it remaining in 2023. A rise in interest rates can spark a crash by removing excess liquidity from the markets (removing the ease of access to liquidity). The Fed has reiterated its belief that inflation is stilltransitory, but a quarter-long spell of higher-than-expected inflation data (just like what has occurred this week with the CPI and PPI rising ahead of expectations), could definitely force a rethinking of rate hikes and shake the market.</p>\n<p>Is It Time To Prepare?</p>\n<p>Signs and signals of bubbly conditions are still here, and preparedness for the possible outcomes and securing a portfolio against those outcomes is a smart idea. All it takes is one catalyst to knock equities back from high valuations and back to lower levels; sings in bonds and the dollar are starting to show rising expectations of tapering and the eventual end of Fed asset-buying and support. While there are numerous experts warning of a crash, it can be nearly impossible to time, and while evidence many of them provide is sound, such claims of<i>x%</i>drops in<i>x</i>month are speculative in nature, unless that individual knows something unknown to the rest of the market.</p>\n<p>When facing a potential bubble or crash situation, hedging portfolios is key in minimizing losses and mitigating downside risk. Derivatives on index ETFs like&nbsp;SPY&nbsp;and&nbsp;DIA&nbsp;could offset potential selloffs in the market, while theQQQcan protect against losses in high-flying tech. For example, a quick case study for an SPY put play for Sept. 17: you assume an expectation for a 10% decline in the SPY to ~$390, and hedging your portfolio could come through a long put for ~$300, a $410/$390/$370 long butterfly for ~$100, or a $410/$390 put debit spread for ~$200. While the first trade has the highest return potential, it brings the highest risk, as the latter two strategies can start to profit on moves closer to -7%. For a $50,000 portfolio, a ~1% hedge could allow the purchase of 3 debit spreads, providing a maximum return of ~$6,000, or 12% of the portfolio value, which could effectively mitigate losses should the SPY fall to or below $390.<i>Note that options strategies are inherently risky, and each investor's risk appetite is different, and such a strategy may not be suitable for everyone. This is merely a case study and shows the potential that a small percentage hedge can have in mitigating downside risk. Be aware of risks to timing and theta decay, and options becoming worthless.</i></p>\n<p>Again, it's difficult to identify and even more difficult to time a bubble, given that the market can remain 'wrong' much longer than you can wait to be right. There's still room to run further with Fed support, but such signs of a potential bubble - excessive speculation, growth slowdown, peak valuations, and low interest rates rising - require awareness and preparedness. Yet it's nothing to fear. Small hedges can minimize downside risk, especially through options if timed well. Understanding the risks to high-flying growth stocks and those trading at or near peak valuations, regardless of sector, is important - many of the IPOs and SPACs have seen high valuations and minimal revenues, leading to exorbitant PS multiples pricing in years of growth, much like 2000. At the end of the day, if or when a crash happens, the opportunities to buy the 'best-of-the-best' companies at very attractive levels, and can provide generous returns.</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>Don't Fear A Stock Market Crash</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\">\nDon't Fear A Stock Market Crash\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-17 09:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4439512-dont-fear-a-stock-market-crash><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nWarnings and claims of a stock market crash keep surfacing as the markets continue to push themselves to new records.\nThere are four main factors that this market exhibits that have the ...</p>\n\n<a href=\"https://seekingalpha.com/article/4439512-dont-fear-a-stock-market-crash\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://seekingalpha.com/article/4439512-dont-fear-a-stock-market-crash","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1149577900","content_text":"Summary\n\nWarnings and claims of a stock market crash keep surfacing as the markets continue to push themselves to new records.\nThere are four main factors that this market exhibits that have the potential to cause a crash.\nThose factors include excessive speculation, a growth slowdown, peak valuations, and low interest rates rising.\nPreparedness for the possible outcomes stemming from these factors and securing a portfolio against those outcomes could be necessary.\nA crash isn't something to fear, but rather something to take advantage of and capitalize from the bargains being offered.\n\nWarnings and claims of a stock market crash keep surfacing as the markets continue to push themselves to new records. First it was March, then May, then June, then September, for when experts would say the crash would come. Has it? No. Will it? Possibly. Is it easy to predict? Hardly. The more you hear people talk about it, the more you see it, the more convincing a possible crash gets - yet it's still nothing to fear. There are unfavorable and unsightly factors in the markets - again, it's still nothing to fear; rather, it's something to keep in mind, prepare for, and ultimately, take advantage of and capitalize. Just like in sports such as basketball and soccer, a great player plays both offense and defense very well, and likewise a great investor can play both the bull and bear runs in the market, and capitalize off of either. A crash should be nothing to fear, when the cards are stacked right and the hedges are placed, as it can offer chances to buy high-quality companies often at large discounts.\nAn Abundance of 'Warnings'\nSimply doing a quick search on Google (GOOG) for \"stock market crash\" or \"stock market crash expert\" returns dozens upon dozens of results of arguments laying out the pending doom of the markets, the arguments behind why the crash is bound to happen, why the crash didn't happen when it was supposed to,etc.; while there are many different 'expert warnings' for such a crash, let's take a look at three different perspectives, from Harry Dent, Jeremy Grantham, and John Hussman.\n\nHarry Denthas warned of an 80% crash coming this fall (a bit on the extreme side it seems, compared to others), saying that \"stocks have no place in investors' portfolios.\" His track record includes calling Japan's 1989 bubble and the dot-com bubble, and Dent is seeing that while investors remain bullish in the longer-term, the economy's recovery isn't the same and \"not as good as it used to be.\" Back in March, he had said that the biggest crash would happen in June, but as we all can see, it did not.\nJeremy Granthamsees that the 2020 Covid-induced crash was a mere blip in the run to the market peak, with the past year shoring up to be the \"classic finale to an 11-year bull market.\" Overvaluation across each market decile, farther than in 2000, while margin and debt peak, and high speculative trading support his warning. He also sees deflating asset prices, such as housing, causing pain as well, as bonds, stocks and real estate have all inflated together.\nJohn Hussmanhas warned that valuations are extreme, and called for the S&P 500 to see 12 years of negative returns ahead and a >60% decline; Hussman's track record includes calling out the dot-com bubble burst and 80% decline, the 2008 crash, and the decade of negative returns following the dot-com bubble. He also warns about speculation on securities that have already seen large appreciation for future growth. One of the key factors that he points out for a likely snapping of this bull run is that \"the mental image in anticipation of a post-pandemic recovery may be more pleasant than the actual recovery itself,\" such that the \"glowing optimism currently built into record valuation extremes could be followed by quite a bit of disappointment.\"\n\nYet they aren't alone, and while track records do show some big crashes, often times they can be wrong far more than they are right, banks are also seeing minimal returns over the decade - Bank of America (BAC) is predicting that the S&P 500 would return an average of just 2% through the decade given the valuation landscape. That, plus other factors, do bring up the possibility of a crash, but with the signs and signals flashing, it shouldn't catch anyone off guard.\nFour Factors\nWhile there are many factors that have caused prior crashes and could cause future ones, four main factors that this current market exhibits that have the potential to cause a crash include: high amounts of speculative trading, slowdown in growth (economic recovery), peak valuations, and low interest rates that rise.\nExcessive Speculation\nSpeculation comes in many forms, but the most recognizable instances of over-exuberant trading and excessive speculation include GameStop's (GME) January short-squeeze frenzy, Archegos' implosion and the crash of Viacom (VIAC), Discovery (DISCA), a basket of Chinese tech stocks including Baidu (BIDU), iQIYI (IQ) and Vipshop(NYSE:VIPS), and others, and the more recent AMC Entertainment (AMC) short squeeze. Dogecoin (DOGE-USD) also erupted in a speculative half social-media, half Elon Musk-fueled run.\nWhile single asset speculation through heavy volume trading not just in shares but in call options has been visible, less visible aspects of excessive speculative have persisted for months, with some surfacing in February or earlier.\n\nMargin debt (above) has risen significantly since 2020's bottoming out, up over 70% to over $850 billion from just $500 billion in early 2020. Robinhood (HOOD), a facilitator of first-time investors entering the market, of which they did in herds during 2020, provided relatively easy access to margin trading, and a flood of new investors and a surge in 'FOMO' helped push both margin debt and the market higher through 2020. While spikes in margin debt have historically preceded both the dot-com and housing bubble bursts (a pre-recessionary indicator), margin debt has spiked during the recent recession, which could signal that more pain is yet to come.\nBack in early February, signs of excess speculation and a push in the ten-year past 1.25%, to me, signaled pain ahead for growth stocks - thatthesisplayed out starting that day, with the NASDAQ falling over 10% through early March. Now, yields are stumbling, with the ten-year dropping below 1.30%, as expectations for a growth slowdown amid a slew of factors including new lockdowns in Australia, rising cases from the Delta variant and higher-than-expected inflation.\nSpeculation combines with other factors, like a growth slowdown and peak valuations, to create frothiness in trading, stretched multiples, and asymmetric risk-reward profiles, creating more risk than reward often.\nGrowth Slowdown\nGraphic fromWeForumvia Statista\nThe economic recovery as the globe worked through and emerged from lockdowns last year is visible, with a nearV-recoveryin GDP through the back half of 2020. China has seen aslowdownin its recovery, with more policy support expected; U.S. job numbers have missed expectations multiple times so far this year. There are still pockets of the economy that have failed to recovery as fast as expected, such as family-owned businesses/restaurants.\nUnemployment, GDP, and inflation all factor into forecasts for economic growth, and inflation is posing a larger risk than the other two currently. High inflation, high[er] unemployment, and an economic growth slowdown can create stagflation, such as what was witnessed in the 1970s.Fears of stagflationhave risen through June; while wage stagnation has been fought off by companies raising wages to meet downfalls caused by labor shortages, inflation is driving prices higher - theCPIrose quicker than expectations, reaching its highest level since August 2008, while thePPImirrored that move, helped by supply chain issues across nearly all industries. Companies like PepsiCo (PEP) and Conagra (CAG) are raising prices to combat adverse effects to their operating performances stemming from inflation.\nThe market hasn't necessarily reacted to the possibilities of an economic slowdown, and inflation isn't the only factor - Covid-19 is not close to being gone, with the Delta variant surging in non-vaccinated communities and countries.Lockdownshave been re-implemented in parts of Australia, and there's no telling if lockdowns will be needed in other regions if cases continue to spike, and that alone can revert economic growth.\nPeak Valuations\nArguably one of the most noticeable and most mentioned factor in this list is peak valuations - that is, stocks are in a bubble, or certain groups of stocks are substantially overvalued.\nGraphic fromBloomberg\nFebruary and March marked a time where the markets 'reset' valuations for growth stocks - in particular, SPACs and unprofitable high-growth stocks who soared during 2020 (Goldman Sachs'Non-Profitable Tech Indexreached 393.1 in January 2021, up from 81.7 in March 2020). The SPAC cohort is a mix of heavy speculation and peak valuations, with SPACs rising >100% on rumors of mergers, only to fall >50% following those mergers - Churchill Capital IV (CCIV) and Lucid Motors is the prime example of this. This was a trend of the EV sector in general from January through March, with leaders Tesla (TSLA) and NIO (NIO) shedding over one-third of their value.\nSPACs also mirror some of the exuberance in 2000 - stocks that had that dot-com in the name were able to raise substantial cash via IPOs without much of a proven operating record, and many failed. Many of the SPACs that have come public in the past year exhibit those same features - a high investor appetite, ability to raise necessary cash from such appetite, multi-billion dollar valuations, and minimal revenues. General IPOs are also red-hot, with hundreds of companies already joining the markets this year, as investor snap them up quickly.\nData byYCharts\nTech stocks that have performed poorly since that 'peak' from January through March include some of those recent IPOs like C3.ai (AI), Lemonade (LMND), Snowflake (SNOW), and others including Appian (APPN) and Fastly (FSLY); aside from Snowflake, which is down 20%, the rest have fallen over 40% from those highs as high P/S multiples reset. On the other hand, CrowdStrike (CRWD) and Zscaler (ZS) have managed to maintain such a high multiple with growing cybersecurity tailwinds, and have performed about flat over the same period. While the former six do still have strong, positive growth prospects, sustaining a high multiple is never guaranteed, and a reset that shocks the market shocks these stocks significantly, as seen in their performance.\nBut these peak valuations also spread to the blue-chips, and to FAANGM - Facebook (FB), Apple (AAPL), Amazon (AMZN), Netflix (NFLX), Google (GOOGL), and Microsoft (MSFT). This basket's PE valuations, on a weighted-by-market-cap basis, sat at 45x earnings in February, pushed higher by Amazon and Apple; at the moment, it sits just above 41.5x. This plays a role in exaggerating the overall S&P PE due to the heavy weighting the group has in the index, which is over 2 standard deviations above its average.\nGraphic fromCurrent Market Valuation\nAnd as a whole, valuations across the market are becoming more stretched, with each decile seeing its most extreme valuations on a PS basis, topping that of 2000. While high-beta, high-multiple stocks (primarily tech) in decline 10 have exceeded their 2000s level in a steep climb, decile 8 and 9 (likely more stable stocks given historical PS of 2x-4x) have seen that ratio double since 2011, with a surge in 2020 taking the deciles far past averages. While the exact components that make up each decile are unknown, are the drivers in place to solidify such a rapid expansion since 2019? For some stocks, possibly, but for others, it's not as likely. It could be down to a combination of high levels of bullishness in the market, FOMO, stimulus and low rates allowing stocks to run higher even with less fundamental backing.\nGraphic fromBusiness Insider\nLow Interest Rates\nThe fourth factor here is low interest rates that begin to rise, which ultimately affect the flow/flood of money into the markets, of which the Fed has supported since 2020. Some experts are seeing that equities in general are exhibiting signs of peak valuations and irrational exuberance, but that can be sustained as long as 'stimulus' in the form of Fed support remains.\nWhen interest rates are kept lower for an extended period, it increases the chances of bubbles being formed in different asset classes. Thus, one of the biggest risks becomes inflation, the risk that the market is currently digesting.\nGraphic fromJP Morgan\nAlthough rates are still low as of right now, the Fed has been facing some different viewpoints as to when it will need to start raising rates to combat inflation. Some see rates as early asnext year,others see it remaining in 2023. A rise in interest rates can spark a crash by removing excess liquidity from the markets (removing the ease of access to liquidity). The Fed has reiterated its belief that inflation is stilltransitory, but a quarter-long spell of higher-than-expected inflation data (just like what has occurred this week with the CPI and PPI rising ahead of expectations), could definitely force a rethinking of rate hikes and shake the market.\nIs It Time To Prepare?\nSigns and signals of bubbly conditions are still here, and preparedness for the possible outcomes and securing a portfolio against those outcomes is a smart idea. All it takes is one catalyst to knock equities back from high valuations and back to lower levels; sings in bonds and the dollar are starting to show rising expectations of tapering and the eventual end of Fed asset-buying and support. While there are numerous experts warning of a crash, it can be nearly impossible to time, and while evidence many of them provide is sound, such claims ofx%drops inxmonth are speculative in nature, unless that individual knows something unknown to the rest of the market.\nWhen facing a potential bubble or crash situation, hedging portfolios is key in minimizing losses and mitigating downside risk. Derivatives on index ETFs like SPY and DIA could offset potential selloffs in the market, while theQQQcan protect against losses in high-flying tech. For example, a quick case study for an SPY put play for Sept. 17: you assume an expectation for a 10% decline in the SPY to ~$390, and hedging your portfolio could come through a long put for ~$300, a $410/$390/$370 long butterfly for ~$100, or a $410/$390 put debit spread for ~$200. While the first trade has the highest return potential, it brings the highest risk, as the latter two strategies can start to profit on moves closer to -7%. For a $50,000 portfolio, a ~1% hedge could allow the purchase of 3 debit spreads, providing a maximum return of ~$6,000, or 12% of the portfolio value, which could effectively mitigate losses should the SPY fall to or below $390.Note that options strategies are inherently risky, and each investor's risk appetite is different, and such a strategy may not be suitable for everyone. This is merely a case study and shows the potential that a small percentage hedge can have in mitigating downside risk. Be aware of risks to timing and theta decay, and options becoming worthless.\nAgain, it's difficult to identify and even more difficult to time a bubble, given that the market can remain 'wrong' much longer than you can wait to be right. There's still room to run further with Fed support, but such signs of a potential bubble - excessive speculation, growth slowdown, peak valuations, and low interest rates rising - require awareness and preparedness. Yet it's nothing to fear. Small hedges can minimize downside risk, especially through options if timed well. Understanding the risks to high-flying growth stocks and those trading at or near peak valuations, regardless of sector, is important - many of the IPOs and SPACs have seen high valuations and minimal revenues, leading to exorbitant PS multiples pricing in years of growth, much like 2000. At the end of the day, if or when a crash happens, the opportunities to buy the 'best-of-the-best' companies at very attractive levels, and can provide generous returns.","news_type":1},"isVote":1,"tweetType":1,"viewCount":76,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}